Follows this one closely, but doesn't own it currently. Has kind of stalled out here. The outlook for nickel is very positive and this company is well positioned being highly levered to nickel.

Although she doesn't own any at present, the oil services is a good sector. Just reported good earnings, particularily strong on the US side.

Although she doesn't own any at present, the oil services is a good sector. This one is up because of trust conversions, etc. A very well run company and will continue to benefit from higher oil prices.

Expensive here. Trading at fairly high multiples for a cyclical company. Well run and diversified.

A fine company. With restructuring of Noranda (NIF.UN-T) and Brascan (BNN.LV.A-T) selling its 20%, it's well positioned. It's come off because there was an expectation that the whole company might be taken out. Prefers Inco (N-T) because of Voiseys Bay and the Goreau projects.

A very balance energy company with very strong refinery and gasoline operations. Has lagged other companies, but if oil pries drop, it will outperform those others.

Likes that they have leading brand names and diverisified geographically. The Gillette acquisition will be very positive. Not expensive relative to its 11/12% organic growth rate.