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(Market Call Minute.) Higher end retail should be okay in the US economy.

(Market Call Minute.) Promising. Has read a lot of analysts’ reports. Doesn’t know it all that well himself, but analysts are pretty bullish on it. Has some interesting property so if it works out, the stock could multiply.

(Market Call Minute.) Great brand but expensive.

(Market Call Minute.) Gasoline margins are driving this one. They are one of the biggest buyers of motor fuel in North America. A little tough to analyze.

Markets. If you ever want to be invested in the equity market, you need to know what is going on in the bond market. When it exhibits stress, it is an unhealthy environment for equities. Right now it is very positive. Bond market is not under any kind of stress. Yield curve is very positive for banks and lending in general. They are not going to pull back on their ability to lend any time soon. That is good for equities because that is where companies, who list their stocks on the stock market, get their money and lines of credit. Money is being printed all over the world, which is very positive for equities. Even if they taper a bit, she is still a bull on the stock market. Global growth will pick up next year.

Financials. Likes Canadian financials, particularly because we have a new Central Bank Chairman. Our banks have done pretty well on their bottom lines. They are up 50% or more since before the crash and stocks really weren’t any higher by July. New Central Bank governor came in and has totally changed the tone of how easy our monetary policy is. This is very positive for financials.

Energy. There are a lot of refineries in the US that want Canadian oil, especially the heavy stuff. They are trucking it, railing it, etc. Doesn’t know if Keystone XL will get approved or not but they are finding ways around this. She is seeing that the backlog is starting to drain. Just on that alone, she bullish on Canadian equities.

They move stuff around, primarily oil and oil based products. Do well when oil prices go up and people drill a lot. Likes this space. Company is well managed compared to other stocks but is very product specific to just oil. She prefers Horizon North Logistics (HNL-T), which is a similar backdrop but with a wider scope with setting up camps for oil, natural gas, LNG products, potash mines and mining in general.

Sets up camps for oil, natural gas, LNG products, potash mines and mining in general.

Continues to like this. Did a stock split, which is a good sign for companies. Really well managed company. Sees continued efficiencies but the macro picture, which is why she owns it, is very positive. You have not just economic activity increasing, but there are new uses for the rail lines, including the shipping of crude.

This is kind of a bucket of exposure, so you get your life insurance (Great West Life (GWO-T)) and an asset management arm (Investors Group). There tends to be a discount because it’s a conglomerate. She prefers individual plays such as CI Financial(CIX-T) and Manulife (MFC-T). Gives you the same macro reasons in the same space but a pure play has more upside.

Has exposure to the US and a recovering US market with their recent acquisitions. Stellar management team. Even though they are up, they can continue to consolidate and these are the kind of consolidations you want to buy.

Had its challenges with shareholder issues and did a good job with this. There is some Selling of the name right now but in terms of looking forward to the next year, she likes companies that are involved in the infrastructure build-out in the energy patch and thinks this one will do okay. Prefers things like Horizon North Logistics (HNL-T) where you have not just exposure to oil.

An oil/gas producer but the structure of the shares is very attractive for retail investors because it has a 7% yield that is virtually impenetrable. Have a lot of capital on their balance sheet so it is not a risk. Thinks the actual production profile can grow. 5%-10% over the next year.

Looking back at when the US airlines got restructured and Delta went from $2 to $30. All those people that sold it at $8 were kicking themselves a few years later. In the next couple of years, she thinks this company could be $30. They are negotiating the pension deficit right now. If they can get that down by another billion dollars, it will be hugely positive for the stock. Working with airport authorities to bring revenues, that are not flight related such as restaurants, etc., to improve the profitability in order to bring down landing fees.