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Made a European acquisition last year at a pretty good price. Have met their original operating targets at the 9% level. Feels they can still improve European margins beyond the 9% target they originally set. Had a very good track record in buying assets to either increase geographic exposure or increasing their vertical market. Has a target price of closer to $40.

Likes that they are diversified. They have pharma, consumer discretionary and medical devices. There are catalysts in each of those divisions to keep earnings growing. Pharma division went through the expiration of all their patent drugs and have new products now that are doing well. In medical devices, they made an acquisition last year, which will expand their product portfolio, giving more leverage when dealing with hospitals. 2.9% dividend yield. Target of $95 over the next 12 months.

55% of revenues are from emerging markets. A large global player in food and personal care. Management is very good at improving operating efficiencies and getting products to market quicker. Yield of 3.63%.

Markets. Syria is creating a lot of uncertainty in the market and the market does not like uncertainty, so we are seeing a bit of a pull back. This is somewhat masking that we are seeing a bit of a global recovery. If this continues to improve, this will be positive for Canada for energy and our metals.

Cutting back on some jobs in their mortgage area. Mortgage interest rates have increased over the past year, which has resulted in higher mortgage rates. This has resulted in a decline in mortgage activity. She is cautiously optimistic that as the economy slowly improves, return is not going to shoot up sharply in the next year, but will rise slowly.

On her watch list. Hasn’t bought it yet because of valuation. Trades at a pretty high multiple. In an attractive position in the global economy. Target price of about $200.

Still likes this. Just became a Corp so will be paying dividends. Thinks they are very well placed. They are providing transportation to a lot of the oil sands projects. Have projects in place where she can see decent cash flow growth in the next few years. She has a $27 price target. This, along with the yield provides a very attractive return for income oriented investors.

Has pulled back from prior highs this year because interest rates have trended up and there is a kind of slow down in housing activity.

Very high quality crude oil exposure. Crude oil prices have moved up a bit because of the Syrian situation. Provides a nice yield of about 7%, which she feels this is sustainable.

Inter Pipeline (IPL.UN-T) or Pembina (PPL-T)? She holds both names and likes them both. There are good prospects for dividend increases over time.

Very high quality company. Recent dip was probably a combination of rising rates in the economy, as well as Cdn resource companies having to deal with an ongoing struggle of getting their product down to the Gulf Coast. We are going to have to see some resolution as to what is going to happen with the pipeline infrastructure.

Cdn REITs had a big pull back with the rise in interest rates. They tend to be interest sensitive. REITs have a knee-jerk reaction to rising rates, which is probably an overreaction. This company is a good quality name in the retail industry. If rates are slowly going to climb and there is a good global economy, you wouldn’t want to put all your money into REITs. Good entry point.

(A Top Pick September 5/12. Up 25.06%.) Still likes. There is a lot of opportunity and have a good backlog as pipelines get built. They are not just North American, but are overseas, including deep water stuff, which requires much more technology where they are leaders. In North America, there are a lot of old pipelines, so that refurbishment and safety standards will also benefit this company. Her target range is close to $50 so this would be a good entry point.

(A Top Pick September 5/12. Down 13.01%.) Still likes this. Has been disappointing, but this is been driven by rising rates. Very high quality REIT. Tenants are blue-chip. Have long lease terms.

(A Top Pick September 5/12. Up 16.33%.) Continues to like this. Have made acquisitions in the US in the past and are now reaping the benefits because of stronger loan growth. Have a lot larger deposit base relative to what their loan book is in the US. Sees Canadian banks, as a group, growing at 6% to 10% along with their dividends.