WEAK BUY
Many of the drugstore stocks have had a tough time. This one is a very well operated outfit. Technically it is performing quite well. Prefers other parts of retail.
DON'T BUY
Smaller than the usual company he looks at. No earnings. Despite a roaring all market in gold stocks, this one has not performed.
BUY
This has been a great sector in the market. Moving into a trust is positive. This may create some turnovers the stock price could probably go higher.
DON'T BUY
Rails have done very well because of the commodity boom. Trading well above its average 10-year price/earnings ratio.
BUY ON WEAKNESS
Looking at this one very closely. Best railway in North America. Would prefer buying below $50.
BUY
Likes the dominant play it has in telecommunications which is a growing area. Has increased competition. Dividend yield of 4.5% is attractive. A defensive holding.
TOP PICK
Cheap, relative to its peer group. Good dividend yield of 3.2%. Has increased its dividend at 16.5% per year over the last five years. Demand for mutual-fund products is going to continue to increase.
COMMENT
Will be difficult for anybody else to come in salt she feels it is now a done deal.
HOLD
Taking profit for her clients at this level. Is continuing to hold it. For new clients, would look at it in the $85 range.
TOP PICK
Has lagged about 25% compare to its peer group. Trading at a big discount at 5 X cash flow Hedged 97% of their 2006 natural gas production at $7.20. On track to deliver 10% plus production growth over the next five years.
BUY
Cheap relative to some of its competitors. Some potential for more upside. Has international diversification.
DON'T BUY
Very expensive. Trading at about 50 X this year's earnings and 35 X next year's earnings. Expenses on Cigar Lake will be a 10/20%.
HOLD
Has had a terrific run and is a great company. Well diversified across the whole complex. The one little cloud on the horizon is coal pricing which they are are a big producer of. No longer term basis, this is an extremely well-run company.
TOP PICK
Good global diversification. Strong positions in China, India and Eastern Europe. Earns 35% on its equity. Earnings are expected to grow 10/12%. Trading at only 16.5 X earnings.
BUY ON WEAKNESS
Keeping a close eye on this one. Part of it is in the consumer discretionary area which she is a little bit cautious on. A great company. Good square footage growth. Would like to buy it at $40.