(A Top Pick June 8/12. Up 108.5%.) Just made a sizable auto repair shop acquisition and have moved into Michigan, which will give them another stage to continue to make acquisitions and consolidate. Lots of running room.

Looks like a private equity but it allows a small investor, who normally doesn’t have access to private equity, to participate. Fantastic management. Basically loan money to private companies and instead of getting interest or equity, they actually get royalties. Very profitable. Company has been very generous in sharing the cash flow with shareholders. Yield of 4.15%.

A consolidator of car dealerships. They look for ones where they can add value through their experience. When they take over a dealership, they add their online expertise in marketing and services. There are many dealerships without management succession plans. Could probably double their business looking 3 years out. 2.19% yield.

One of the few gold names that she plays when she decides to trade gold equities. A liquid name and has good management and a good set of assets. Also, it is not as controversial as some of the others. However, your view on gold is paramount, and if you love gold than this is your name.

Has had a big run as they made an acquisition of Safeway. Expects they will have some odd quarters where they are trying to integrate. Might have to spend some capital on renovating some of the stores. Incredibly well managed company. Long-term, it is a great Buy. You might have a couple of weak quarters as they integrate.

Used to own this. Have a very interesting gold asset. Obviously, politics is a huge problem. She would not own anything in Egypt because you don’t know when the situation will settle down. The asset is fantastic.

Has never been her favourite bank. It lags because it doesn’t really have growth or a focus. It is cheaper than the others and always has been. She would prefer Bank of Nova Scotia (BNS-T) or Toronto Dominion (TD-T).