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.

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.

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.

(A Top Pick Nov 21/08. Up 16.13%.) Grocers. Likes the management. Beat estimates in the last 2 quarters.

(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%.

(A Top Pick Nov 21/08. Up 146.4%.) Uranium. Incredible management.

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.