PAST TOP PICK

(Top Pick Apr 14/14, Up 17.56%) She bought into a time where there were slowing sales. Now we have seen a nice up-tick in sales.

PAST TOP PICK

(Top Pick Apr 14/14, Up 36.36%) It was one of the cheaper names in the whole market. She recommended it when they were at a floor in the stock price. They are doing well leveraging their loyalty card. She thinks there is still quite a bit of run room left.

DON'T BUY

It has been a tough market. Lumber prices have really come down. She is watching it.

BUY ON WEAKNESS

Had a really tough time. 2/3rds of sales are outside of the US. You have a decent yield, but not sure you are getting paid enough for their growth. It may be an opportunity to buy into it.

DON'T BUY

This is a growth stock with a growth multiple attached to it. They started to roll out a facility for ordering online. She looks for value so this one doesn’t interest her.

BUY

They have a lot of good things going for them. There are a lot of institutional clients diversifying away from equities and into the infrastructure space. There are good opportunities to grow the book. Keep a tight leash on it.

DON'T BUY

It is really tough. They are trying, but have not been successful in turning around the revenue declines over the past little while.

DON'T BUY

They are getting into a very good part of the cycle. There is quite a bit of debt on the balance sheet, however.

BUY

They are exposed to the energy market so it has not been fun for these guys. They have a number of new products coming out. It will trade with the oil price a bit here. They are in a good position to come through this period of low oil prices.

TOP PICK

They make the software and hardware that allows engineers to test electronics before we use them. They made a lot of investment in the transportation space.

TOP PICK

It is such a "Steady Eddie" business. The whole advertising space is transforming a lot. She sees a lot of growth trajectories.

TOP PICK

Consulting in the health care and financial services areas. She sees a ton of opportunity for growth over the next couple of years.