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Markets. Better than expected readings on US consumer confidence and we are back to pre-recession highs but stocks are under pressure. Partly because the markets have had a very good run over the last few months. All the central banks have put in their stimulus packages and that has put away the doomsday scenario but it takes time for this to take effect. Now we have to go back to fundamentals and this is that profit growth is slowing. Companies are not very optimistic and are showing reduced guidance. With the US election, there is still uncertainty. Investors should wait as there is no sense in going in when volatility seems to be increasing.

Earnings are somewhat depressed because potash prices have come off quite a bit. Consumer countries like China and India have to import potash because they don’t have domestic supplies. When their economies start to slow and the currency starts to depreciate, potash becomes too expensive for them. Below $40 is a very attractive long-term entry price. Doesn’t expect potash prices to do much for the balance of this year as there is a lot of uncertainty as to what is going to happen in the fall planting season. This is a good long-term play and could be her next addition to her portfolio.

Primarily nitrogen which is a nutrient that has to be applied annually. Corn prices have shot up because of a low harvest and corn is a very nitrogen intensive crop. Likes their retail business, even though it is a lower margin business, because it is stable and will provide a buffer if nutrient demand falls. Her target is around $120.

Really likes this stock below $25. Very high quality REIT. Long lease terms. Have refinanced. As Calgary’s Bow occupancy increases, they have indicated they will be increasing distributions. Expect money will flow back into high-yielding stocks as interest rates will stay low until 2015 according to Bernanke. Your 5.1% distribution yield plus 5% capital upside gives you a 10% total return.

Stock price has come off a bit. They provide small grain handling machines when crops are being harvested. Majority of their earnings come from the US which has not had a lot of crop to harvest because of severe weather conditions. She wants to have a bit more clarity as to how the farmers want to spend their money. Starting to get quite attractive and is on her watch list. 7.6% yield.

Have done quite well on their North American operations and will be having a new truck line coming up in a couple of years but Europe is the big problem for all North American OEMs. No one is making money over there and it is very difficult to restructure. Also, Japanese manufacturers are coming back into the market and taking share that they lost last year.

Very good margins on their US operations but Europe is their big overhang. They are not making money in Asia either. These stocks tend to trade at pretty low multiples and she doesn’t see that changing going forward.

This is a good entry point for this stock. Northern Gateway is getting a lot of publicity and the stock will probably react to this but this is pretty far out there. She is not buying thinking of this. Have projects and financing in place to really grow their earnings from 10% to 12% for the next 4 years at least. Can see $45 in the next 12 months.

Has come off quite a bit from its IPO price but is still trading at a very high multiple. This is a name that everyone knows and they have lots of users but they have to generate money in advertising dollars. They have to compete with every other online advertiser.

(Market Call Minute.) She likes the hard asset play.

(Market Call Minute.) End markets are not improving. Better places to put your money.

(Market Call Minute.) If you own, you should probably hold for a possible US recovery.

(Market Call Minute.) Have been losing share on basic subscribers for the last few quarters. Telus (T-T) has been getting TV share from them so she would like to see this stabilize.

(Market Call Minute.) Has had a huge run on potential sales.

(Market Call Minute.) This is one she is looking to add if things play out in the fall.