Fast-food restaurants have been doing quite well. This stock has been acting very well. There had been a build up prior to the issue of Tim Horton's spin off. Expect things got a little ahead of themselves. Expect you can't go too far wrong with this one.
Made a lot of acquisitions from J.C.Penney’s in the US hoping to turn them around. This left them with a weak balance sheet and not much cash to spend.
Likes the gold sector right now. This one is in Brazil and political risks are probably limited. Would suggest that you own a small basket of gold stocks to limit the risks.
At the top as far as quality goes in Canadian steel. Not expensive at about 10 X earnings. Likes the outlook on energy, which will keep upper pressure on steel.
The semiconductor group, year-to-date, has done quite well. This one is the largest in the group and is doing very poorly. Their market focus on is the desktop and the PC and has been in a price war with AMD. They are about a year away from the next-generation chip.
(A Top Pick Jan 4/06. Up 24%.) If you're going to have energy exposure, this is the stock you want to own. There was a correction from the end of January through the end of February. The average oil stock went down 20% to 30%. This company held in very, very well.
Was a chronic underperformer for a number of years. Some of the restructuring efforts have really started to take hold. Had two quarters in a row were they have beaten the estimates. Feels we are into a 2/3 years cycle.
Seating increased strength in growth oriented stocks in North America. Semiconductors is one of these. Competitor, Nvidia (NVDA-Q) has been outperforming. Prefers companies in this sector with a broader global outlook.
Over the last couple of years, there was a strong focus on stocks that generated a strong cash flow. For the first time, there is a marked decline in the use of tobacco products. 4.5% dividend.