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Commodities. Expects fairly flat growth in global economies. Supply/demand in copper is balanced this year so copper as well as oil are trading within their ranges. Expects copper to trade between $3.20 and $3.80 this year and oil from $80 to $90. Until we see stronger growth and stronger demand coming for these commodities, will probably see them trading around these ranges. Expects commodities to have a fairly tight situation for 2-3 years. In the juniors, a lot of stocks have pricing at very low valuation. On the producers’ side in the copper space, consensus is still too high. She’ll be looking for lower levels before stepping in.

Buying opportunity for a 1 to 3 year horizon? Completely agrees with this. Technically the stock is trading at a very good level so she would step in at this point. One of the few producers that will be in the lithium space and supply is fairly tight.

Potash (POT-T) has cut back production and is still trading at very low levels. This company requires a fairly high CapX, close to $3 billion. In this environment, that is challenging. Looking for JV partners or some kind of takeout buyers. She wouldn’t be stepping into this one just yet.

Great assets in a risky jurisdiction. Even at this level she wouldn’t step in. She would want to see more clarity with the Mongolian government and what action they may take. On top of this, copper prices are falling.

Very low grade deposit but a very large resource. We need higher copper prices. If copper were to stay at around $3.10-$3.30, she doesn’t see this project going forward. You probably need $3.75-$4 to make the stock work.

Great resource play. Valuation trades fairly close to some of its US peers. Technically it is oversold and she does see a rebound in the stock. High-quality stock. 6.3% dividend yield. A good long-term hold story.

50%-51% on the joint venture on the Pattison Lake in Athabasca. Have a discovery which is looking very promising. Looks like they may have discovered a very large, high-grade, shallow deposit. Have a lot of cash so they can afford to do a lot of exploration in the area. Very speculative.

Haven’t looked at this for quite a long time, but they have been chasing the Duvernay wells. Duvernay is not very well understood yet, even for the majors, and is very expensive.

Good for a long-term hold? Likes the story. Have a deposit in Québec and they may have 1,000,000 ounces of really high-grade, open pit of 3-4 g per ton. Very economic and very close to Goldcorp’s (G-T) Elinore. In this environment, it could stay at this price for a year or so.

Doesn’t think it has reached its full potential yet. In a low growth environment, these are the ideal stocks you want to own. Generates 4%-5% growth year after year. Infrastructure and power, so a fairly reasonable, stable cash flow. Should have room to increase their dividends down the road.

Very good story. Management is very focused on costs and returning capital. Quarter after quarter they have been beating and exceeding expectations. If there were a yield play she would want in the smaller cap space, it would be this one. The only knock against it is that it is currently yielding about 6.5%, which is lower than Crescent Point (CPG-T). With oil coming down, it might be a buy at a slightly lower level but you could pick some up at this point and by more as time goes on..

(A Top Pick June 11/12. Down 30.9%.) Sold her holdings. Had some restarting issues and some Québec issues about developing in the high-grade area.. She thinks a lot of that is behind them. Very cheap at this level. In the gold space, she is very selective and this is one of a higher cost producers. If you own, consider moving over to Yamana (YRI-T), a low-cost producer and a much more sustainable model.

(A Top Pick June 11/12. Up 3.12%.) Sold her holdings.

(A Top Pick June 11/12. Up 2.35 %.) Sold her holdings but just bought back in yesterday. Production has been fairly disappointing however, valuation has gotten to a point where it is trading at 1X cash flow. It now looks very attractive to her technically.

A lumber company that is playing the laggard. Feels the lumber story is still in the 1^st and 2^nd innings and has a long ways to go. Through this downturn, a lot of the lumber stocks have recapitalized their plants and this company did the same for one of their plants so production output, as well as costs, is moving in the right direction. Margins should improve and expects them to have positive cash flows this year. Trading 2 or 3 points below their peers.