TOP PICK
Rumours of an acquisition of Mosaic (MOS-N) pushed prices up. This one has the property adjacent to their Saskatchewan one. Has a great project and is in a great location.
TOP PICK
Has under performed the banks, which is a surprise. 6.3% yield. For people who are really uncomfortable with the market. Some day it will get a bit more respect.
TOP PICK
Egyptian gold project is coming into production with 200,000 ounces and will use the cash flow to expand into 500,000. Have a fairly large amount of prospective exploration land.
PAST TOP PICK
(A Top Pick July 17/08. Up 5.79%.) Her favourite stock in the financial sector because it doesn't have the credit risks of the others. Also benefits from the recovery in the stock market. Expecting far better numbers next quarter because of all the new issues. Trading at very cheap multiples.
PAST TOP PICK
(A Top Pick July 17/08. Down 44.9%.) The guys you need when drilling shale plays and where the future in Canada will be. Perfectly positioned but currently there is too much competition. Should do well in 2 years down the road. 12% distribution.
PAST TOP PICK
(A Top Pick July 17/08. Down 2.17%.) Has been disappointing that gold has not gone through $1000. Seasonally we are in a weak period. Expecting a pretty clear go from the fall and into spring.
BUY
Oil/gas in India. Great exploration assets. It is expected to continue to outperform.
BUY
Will benefit from infrastructure plays, especially in the 4th quarter. A 2nd half story with cash flow showing up next year.
BUY
Been running up lately but hasn’t participated to the same extent with the rest of the internationals. Incredibly strong balance sheet and good prospects. Hasn’t drilled anything exciting but this should change over the next little while. Can see another $1 without drilling success but if they have success there could be another $2.
DON'T BUY
Not crazy about gas. Would prefer an oilier name or a gas name outside of North America.
BUY
Involved in Saskatchewan Bakken and is a very successful play for them. Also have an oil sands project, which is having start-up issues that will eventually get resolved.
BUY
New management team has done an incredibly good job. It's just a matter of time before it trades with its peers. Inexpensive.
COMMENT
Natural gas stocks. Seems to be a favourite name on the street.
DON'T BUY
Not crazy about gas. Also not crazy about their balance sheet. Recently did an issue that alleviates this but still doesn't have the pristine balance sheet that she would prefer. Have an attractive land package and good prospects ahead of them but they need a better gas price.
BUY
Gold. Did a small issue, which she thinks is a good strategy. Now have lots of cash to keep drilling. Will be delivering a feasibility study. Probably an eventual takeover.