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A terrific company. Well-managed. There was a Short report out of the US explaining that the company sells goods in Cdn$, but buys them with US$. However, the company explained that they hedge their currency.

She is not a fan of this company. They have operating problems, however there is value in the stock because of the ownership of the infrastructure asset, which just reported numbers and the traffic was higher.

Earnings are coming up soon, so you need to make a decision on how you feel about their earnings report. Of all the tech stocks, this has lots of growth, well-managed and is relatively cheap. Longer term she likes this.

Thinks we have seen the bottom in the price of oil. This company has been really disappointing. It is obviously much more cyclical than all their competition. They have trucking and some oil/gas service business. The stock is really cheap now and has a yield of 9%, and doesn’t think they need to cut the dividend. It might be an interesting one to look at.

As a growth manager, she is not a huge fan of banks. Because of their recent acquisition, the feeling is pretty much that dividend increases are over. It was a fairly expensive acquisition, and analysts were lukewarm about it. If you are looking for dividend growth, this is not the place.

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(Market Call Minute.) She is Short this stock.

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This is one of those rare combinations that has a good dividend yield and is growing its dividend. Also this is a growth stock. Last quarter they had 8% same-store sales growth, which is huge. They still have a lot of places where they can open stores. Dividend yield of 4.7%.

This company has a new structure that they have been developing in the US. It allows them to become a US company in terms of being able to compete for US military contracts, and yet they are still able to retain their Canadian domicile for their head office and taxation. This hasn’t been approved yet, but is supposed to come later in the fall. The stock is cheap, because it has been a really poor year for satellite awards. Dividend yield of 1.75%.

There has been an 8% drop in the gold/silver index. Seasonality for gold is supposed to be relatively good. Depending on what happens in the US elections, you might get one of those BREXIT reactions. She would be buying into the weakness, and at least holding it through the elections.