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Markets. AA-N will kick off earnings season. For all companies, profit growth going forward is the most important. She thinks earnings will grow over 6%. Earnings should pick up going forward (10%). We are seeing stronger data out of the US, housing starts, manufacturing data. Global economy is stabilizing as well as China. PEs has expanded in the last couple of earnings. We are at the historical medium. She is pretty fully invested. We might get a 5% dip, but a geopolitical risk could push it lower. She is concerned about the middle east. If crude prices rise enough for a recession then it is not good. If inflation rises, then the Fed can’t be as accommodating.

61% owned by power financial. 4.2% dividend. Their assets will grow. She decided to hold Canadian banks. It is fine if you want a nice yield.

She got out of it because the handset business was commoditized. They split their stock and are buying some back. There is some momentum on the release of new products. Don’t buy because it is close to all time highs. The old tech stocks are rather mature so she recognizes that much of their growth is behind them. Social media stocks are hard to buy for a value investor.

Defensive name. A high quality company within that sector. Steady dividend. They have exposure to emerging markets. A decent holding, but she has not made the move. She would if it pulled back.

Has done well. They did well at cost cutting and made acquisitions to diversify. She would be inclined to take profits, even though the stock may go up for a couple of years if there is good demand for metal products.

They are a smaller producer. She would be included to go international. Nat gas will be stuck in a range. Prefers CPG-T and PD-T.

It is difficult for a value investor to buy. More established than Instagram. It is difficult to say what the downside is on these.

Not interested in buying it here. Hit pretty hard today.

She has owned it. Housing took a breather and Chinese exports took a breather, but now it is on her watch list.

Prefers Yum Brands. MCD’s presence in Asia is slower. Earnings profile is sub-par to Yum.

Does not own uranium right now. Japanese restarts are taking longer than anticipated. CCO is not capturing all of the upside when uranium price move up. There is no urgency to move into uranium at this time.

Would not buy it here. They will have a decent quarter. She would prefer to wait for a bit of a pullback. Near $65 is likely.

Large land position, production growth is pretty good. Dividend is flat at $1.20 and she is not expecting a dividend increase. They will grow production at a steady rate. High net backs. She would buy it around here as it has pulled back.

Likes it here. It pulled back a little. Likes the sector because of demographics and penetration is really quite low. Expanding rapidly in the US. They are selling off non-core areas of the US and reinvesting in Canada. Attractive yield of about 4.5%. Expects towards the end of this year they could increase distribution. They have the ability to increase occupancy.

It is pulling back because of the market pulling back. Their recent acquisition could be causing a breather. She likes the industrial space. 40% of GE’s earnings are from financial services, which hampers valuations and they are working that down. That is why she does not own it.