This could be a stock you buy and forget about. One of the best growth companies in the last 40 years. They had their first quarterly miss in 4 years recently. What they do well is cross selling so well. The worries recently were skinny bundles and ESPN. People still want the sports content. It will correct itself. You can now get it at a market multiple.

It was falling because of the VRX-T story. It is at 3-4 times earnings. They can start to pay down their debt. The acquisition gave them a diversified foot print. They are delivering results. They are doing it right. You are compensated for any risk with a low multiple.

You buy Uranium at $25, a huge discount. He thinks it is cheap. The demand is still there. This is the best way to play the commodity.

They are well positioned. The problem is regulations and reimbursements. There will be the dismantling of Obamacare. It is not a bad long term story. There is no trigger in the short term. There is not a lot of near term growth.

Likes this a lot. It has been one of those abnormally strong businesses, in an environment where most businesses have been quite challenged. This is part of an LNG play in that it provides services to LNG players that are based in Papua New Guinea. They are currently going through some contract renegotiations and have a pretty concentrated customer base. Wait until the contract negotiations come up.

A core name in her portfolio, and should be a core name for anyone looking for exposure to an upside in oil. Recently did an acquisition of Husky’s (HSE-T) Southwest Saskatchewan assets. This gives a pretty nice accretion to the cash flow. They are going to have a lot of opportunity to enhance the productivity of those assets. She is adding to her holdings on pullbacks.

A possible take over candidate. It is really cheap and they have some really great assets. The market did not like their Q1 reporting, and this creates a very nice entry point.