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Markets. When the Federal Reserve decided not to taper on its quantitative easing, she didn’t think it meant much for equities. It is clearly just a delay. It doesn’t really matter. We have seen the bottom in interest rates. They have probably stabilized here until we see some tapering. For now, equities are the place to be. As people are making adjustments to their portfolio, they are abandoning bonds and moving to equities as they are expecting a slow recovery. Europe is looking a little better. She has been going to the industrial sector in Canada, even though it is a hodgepodge. Hasn’t gone to the resource sector yet.

(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).

Just announced that they are looking to expanding some of their spinning facilities. They are always expanding their manufacturing facilities globally.

A research company has given them a very negative review. Some of the issues have been that they are in a declining business, transactions for ATMs are declining and they are having some debt problems. Management has refuted this and stated that the cash flow is very strong. It is true that the transaction per ATM has declined but they have been able to replace the revenue by charging for maintenance and other new transaction and services. If it has been beaten up enough, you could probably buy it for a trade.

Gold. Generally gold stocks have underperformed the gold price. It is all of their own making. Management teams have been terrible. They have made poor acquisitions, costs have been going up, etc.

Well-run company and has some very good assets. If you want to make a decision about this company, you have to decide whether China’s economy has bottomed. China’s last production numbers were a little better.

(A Top Pick June 8/12. Up 54.83%.)

(A Top Pick June 8/12. Up 26.69%.) Loves this and their exposure to crude by rail. Building terminals, which is a growing business for the distribution of crude in the absence of any major pipeline been approved. Stock has been under pressure. Not particularly liquid. Also, everybody has profits since the IPO. Also, viewed as interest sensitive. You are probably better off switching out of these very defensive and interest sensitive names and into more cyclical names. This is what the market is doing right now. She has taken some profits.

Hates this whole business, so she stays away from airline stocks generally. Air Canada is improving some of their cost issues. It is still overleveraged for the cyclicality of the business. They should have straightened out their balance sheets when they had a chance and they didn’t. If you own, don’t forget to Sell it so that you don’t have to wait another 3 years to get back to these levels.