BUY
Of all the juniors she looks at, this is the first in production. They are on schedule financially and time wise. No expensive. Expect they will be making acquisitions in the future.
HOLD
Came out with a broad statement on their coal bed methane assets. Right now, the market is giving zero for it but it will have value in years to come.
SHORT
Q: Good one to short? A: Has it is a short herself. Would wait for a bounce. Fundamentals are not great as there is lots of new potash capacity being brought on stream. Some negotiations have not gone well.
HOLD
Has executed flawlessly. A long-term core holding. At 14 X earnings, it's higher than banks which are normally 12 X’s. Wouldn't buy at this time.
HOLD
Missed their quarter and the market overreacted. Now trades at a big discount to Manulife (MFC-T). Company has said they want to do something with their US money manager which will create value over time.
DON'T BUY
It has nickel, oil and coal and she prefers pure plays. They're putting their coal into an income trust and the stock has run up ahead of that.
TOP PICK
(A Top Pick Feb 16/06. Up 33%.) Believes that this company will probably be taken over.
PAST TOP PICK
(A Top Pick Feb 16/06. Up 15%.) They are spinning out their Latin American assets.
TOP PICK
(A Top Pick Feb 16/06. Up 19%.) It has a 6% yield. Continuing to grow. Last quarter’s numbers were phenomenal.
BUY
A good time to buy. It is a gas leveraged large cap. Suffered with the lower gas prices. We'll be revealing their oil sands strategy in the third quarter which will probably create value.
WAIT
The best managed mining company in Canada by far. In the short run, you have the uncertainty as to how much they will pay for Inco (N-T) if they get it. Wait to see how the whole scenario will get resolved.
DON'T BUY
Ontario government is passing Bill 102 which will give generic drugs some leverage. This won't slow their growth although it will affect their earnings. An incredibly expensive stock.
HOLD
An incredible success story. Converting into an income trust. If you own, continue to hold as you will get the yield support.
DON'T BUY
A pure zinc play. She loves zinc, however she would prefer to be in a better quality name such as HudBay Minerals (HBM-T).
TOP PICK
The last acquisitions they made was very smart and will probably be a lot better than was expected. Will have more interesting news ahead of it.