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(A Top Pick August 1/12. Up 41.98%.) A very high quality diversified industrial. Last year they bought Goodrich, an aerospace company, which gave them a much larger platform. Also, Otis Elevators, one of their divisions, was experiencing difficulties in China which has been resolved. Still likes but she would wait for it to go under $100 before buying more.

(A Top Pick August 1/12. Up 14.24%.) Still likes. They are going to have their short-term hiccups as they did in China. The Chinese consuming middle-class is supposed to grow from 300 million to 600 million by the end of this decade.

Has performed quite well in the last few weeks. A hedge fund had taken a position on the company and the company has decided to take on some debt and repurchase about 10% of their outstanding shares. Also, re-examined their US growth strategy to make some decisions and she would like to wait to see what they decide to do. Would prefer it at around $55.

Auto-parts company. If you own, she would continue holding. It is on her watch list and she is hoping for a 5%- 8% pull back.

This, along with all the other asset managers, is benefiting from improving market returns which increases their assets. Also, there is a slight shift to equities from income products and equity funds generally garner a higher management fee. If you think the markets are going to continue to do fairly well, she would continue to Hold.

Likes this. Just increased the distribution. Have projects in place where they can increase their distribution, maybe 3%-5% per year. Well-positioned in Western Canada as well with just the natural gas processing extraction acquisition they did last year to expand their presence.

Converting into a corporation. This will be a positive on the margins as there are funds that do not want to buy limited partnerships. Well-positioned for growth in the oil sands. Can increase the distribution 4%-5% over the next few years.

Spun off their renewables power portfolio. Provides a very attractive yield and she feels the dividend is safe. Doesn’t see a lot of earnings and cash flow growth for the next few years. Sees greater growing increasing cash flow and increases in the distributions/dividends in other investments in that general income category.

This is a growth by acquisition story. Believes this stock may have, because last quarter results were below expectations. Also, have bought a European operation which required a bit more restructuring creating a question mark as to how the integration was progressing.

This is on her watch list to buy. She is having problems with the valuation right now. Trading in excess of 25X estimated earnings. Very high quality company and likes what they do.

An engineering/construction company. She went with Fluor (FLR-N) (?) instead as it was more global and more diversified. This stock has done well because it is in the whole infrastructure play.

Totally a growth story. Trading at about 38X forward earnings with a PEG ratio of 2.5X. Forecast to grow their earnings at 16%-17% which is about double of the traditional grocery stores. Very expensive.

She has looked at this but chose PPG Industries (PPG-N) instead. Sherwin-Williams is primarily architectural (house painting) and primarily US focused. 76% of their earnings are in the US and is not inexpensive. PPG has automotive, industrial as well as architectural and are much more globally diversified. It also trades at a lower multiple.

(Market Call Minute.) A very discretionary space and she is not interested.

(Market Call Minute.) They are cutting jobs. The end use market is not picking up as quickly as they had thought.