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Sold this when all the issues started to surface. It is always difficult to say if their problems are all behind them. Her concern is that what has happened could impact their future ability to bid. It seems like every few weeks something comes up. If you want to be in this area, there are other businesses that you could buy.

If this company does eventually buy Office Depot (ODP-Q), that is a positive because they are consolidating a very competitive industry. There is a lot of competition from online retailers. Not an industry where she sees a lot of strong secular growth and it is relatively mature. Not a space that she is particularly interested in.

A sector that she does not see as a long-term investment, it is quite volatile. The group has done well on the prospects of lower crude; however the airline operators themselves are not passing that through to the consumers. Also, transporter traffic has been quite strong. There is additional capacity coming on stream. If crude starts to strengthen, fuel costs will go up. If you own and have made a decent profit on it, she would sell it and move on to something else.

They are dropping down their Canadian Liquids operation to their Enbridge Income Fund (ENF-T). She doesn’t have all the details. Thinks Enbridge Income Fund is going to have to raise some debt. She really likes management. Very good visibility in their backlog. Have indicated they are going to grow their earnings 10%-12% over the next few years, and their dividend in excess of that.

Owns this in a few accounts for clients that really need income, but got out of most of it when she saw that growth was slowing and they had some regulatory hearings coming up. This is now largely behind them. Have done a couple of acquisitions that will give them more growth. Feels it is a sound investment for someone who needs yield. Given what they have in their backlog, she feels the dividend will be increased every year. Yield of around 3.8%.

She had been waiting for a pullback and bought a couple of days ago. This is an opportunity to build a position in this name. The company is still guiding for double-digit earnings growth. They are going to be increasing their dividend. Feels crude on rail is going to be a headwind, but this can be offset by their transportation of other commodities.

(Market Call Minute.) Sold her holdings very early on during the energy correction. If you are Long on this one, she would continue to hold, but she wouldn’t Buy as she expects there is more volatility coming.

(Market Call Minute.) She would buy it here for the recovery in the US.

(Market Call Minute.) Doesn’t see any near-term catalysts to get uranium prices going.

(Market Call Minute.) Transitioning from hardware to software, but it is taking a long time. The service revenues they are getting from their older devices are actually much higher versus the newer ones. They are not expected to make money for a few years.

This is 44% emerging markets. They are the number 1 player in biscuits, chocolates, candy and number 2 in gum. Most of those categories have very little private label competition, which is good for pricing. This is really a play on emerging markets for their growing consumer middle class. She sees a lot of runway. FX has been a headwind but she thinks the market has chosen to look through that and to recognize the long-term growth opportunities. The company has been embarking on a margin improvement program as their margins are quite a bit lower than their peers. Yield of 1.6%.

Has a lot of International exposure. 40%-45% is North America and the rest is international. A global coating company. They are number 2 in 70% of their end markets. Provides coating for aerospace. Also, have architectural paints (house paint) as well as auto OEM coating. A leading player in the US. Recently acquired the largest player in Mexico. Raw material costs are largely petrochemical based, so they will benefit from lower crude prices. Yield of 1.18%.

Thinks they are really position to grow their ROE and their Book Value. These are 2 really important metrics she looks for in a lifeco business. Have done a series of transactions, which underscores management’s focus on long-term growth. Yield of 2.8%.

Markets. Between now and May 5, markets are okay. This is because we are going through the earnings period for the 1^st quarter. Bulls are saying “Look for some good news in the next 3 weeks.” because this is when companies have their annual meetings, announce dividend increases, share buybacks, etc. On the other hand the Bears are saying “Earnings are not going to be good for the 1^st quarter, and in fact on average, earnings on the S&P 500 companies are expected to be down 4.8%.”. Beyond the beginning of May, it is a very different scenario. It looks like the Fed is going to increase interest rates for the 1^st time, probably sometime in September. Since 1946, the Fed has changed its course on 13 occasions, where it started to increase interest rates. On every one of those 13 occasions, the stock market has been hit on an average of 10.1%. On 3 of those occasions, it has been more than 30%. It is not at the time of the actual increase, but it is the 6 months prior to the actual 1^st increase. Between now and September, we are within that 6 month period. This is at a time when markets in the summertime are volatile anyways. Watch for markets to be okay for a while, but soon as it starts to spike, that is a clue that we have a problem.

Banks have 2 periods of seasonal strength. One is from January until the middle of April. The other is from August to October. Technicals on this ETF are very positive. The trend is upwards. The units are trading above their 20 day moving average. Its strength, relative to the S&P 500 and TSE Composite, is currently positive. The key is to stick with the sector until the end of its period of seasonal strength, which turns out to be this week. When you start to see technical deterioration that will be the time to take some profits.