TOP PICK
Fantastic yield of 6%. Doesn't think the stock will go down. Not a growth story but a dividend growth story. Also looks OK on the technicals.
TOP PICK
A contrarian call. Last quarter was horrible. Cut the dividend in half. Thinks all the bad news is in the stock. Sooner or later they are going to have a decent quarter. The business benefits by both the stock market and bond market doing well.
TOP PICK
Gold. Just coming into production. Good management team. Could probably quadruple the production from the reserves that they have and she bets that over the next 10 to 20 years that they will. Inexpensive.
PAST TOP PICK
(A Top Pick Nov 21/08. Up 16.13%.) Grocers. Likes the management. Beat estimates in the last 2 quarters.
PAST TOP PICK
(A Top Pick Nov 21/08. N/A.) Her cash varies between 20% and 30%. If there is a correction Sept/Oct she is hoping to get it down to 5%-10%.
PAST TOP PICK
(A Top Pick Nov 21/08. Up 146.4%.) Uranium. Incredible management.
HOLD
Merger with West Timmins Mining (WTM-T) makes sense as it consolidates the camp. In the right location. Incredible infrastructure. Good position for both expanding production and drilling.
HOLD
Has always been a lot of talk about them being acquired so she hopes that one day it will be. An overhang is the start-up of the joint venture with Opti Canada (OPC-T) oil sands project. Technical issues are resolvable but taking a long time so people are soured on it.
BUY
One of their new drugs has not had good results. However, it was only 4% of the money they had spent on acquisitions so not meaningful. Ridiculously cheap at 8X earnings. Not much Canadian competition. If it had a good run, she would be taking profits on it. Good management team.
COMMENT
Why isn't moving up? 2 drivers, exposure to nickel and exposure to Cuba. Nothing has been happening with nickel but US has been making some efforts to normalize relationships with Cuba.
HOLD
Goldcorp (G-T) owns 21%. Takeover candidate. Likes gold. This is probably as good a place to be in gold.
HOLD
Molybdenum and copper. All the metals stocks had corrections but this was beaten up because it had financial issues. These have now been resolved. Expect it will be acquired in the next 2 or 3 years.
BUY
Heavy oil in Albania. Good management has proven their expertise in heavy oil by how they have developed the assets in Egypt. Some of their wells are producing better than expected. Takeover possibility.
COMMENT
Natural Gas Bull+ ETF. There is a glut of natural gas in storage because of a cool summer, additional production out of new gas fields in the US and industrial cutback. If economic conditions improve and there is a cold winter there will probably be a gas price that surprises.
COMMENT
Probably the one of the good banks that the analysts as a whole like the least because of their international exposure. Thinks the banks will trade very close to each other in terms of multiples and performances. Wouldn't be her favourite.