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Just did a big equity issue of more than $400 million, and some were surprised by that. Generally speaking, the group has been a bit soft with the volatility in Canadian crude oil/natural gas prices. In this environment, you just ride this out and hopefully the commodity price improves.

Although it has had a huge dip, her preference would be to stay away and wait, because when you get to levels like this, there is a question about sustainability of the dividend. Distribution channels are changing, so they are kind of in a changing landscape.

The merger with Agrium (AGU-T) has been approved. She owns Agrium and likes the merger/acquisition. Just did an Australian acquisition to expand their presence there. Going forward, this is where they are going to focus on a lot of their growth.

Prefers the parent, Brookfield Asset Management, which is where she has her exposure. It gives you a more diversified holding. Management has a long-term view on malls and retail. High quality malls will always have a place. This would be a good long-term investment.

Hold or Sell? This has probably bottomed now, given that the new CEO has come in. He cut the dividend quite dramatically, and intends to sell more assets. Their core power business is not doing very well and will take a number of years to rectify. If you are a very long-term investor, and have ridden out the pain, it likely has bottomed and things can only get better going forward. Prefers United Technologies (UTX-N).

Alta Gas (ALA-T) or Inter Pipeline (IPL-T)? This has a US acquisition which is expected to close next year that provides an attractive yield. She doesn't have a bias towards one or the other, and you can do either one.

Alta Gas (ALA-T) or Inter Pipeline (IPL-T)? She doesn't have a bias towards one or the other, and you can do either one.

Has a very strong balance sheet, and is looking for future growth. They’re not able to satisfy that organically, so are going out to make acquisitions. They announced one a few months ago, and expects they are going to continue to look. However, they are not cheap, so Gilead may have to pay a very full price. The company is well-managed and owns fine assets, but she would wait.

This was a $12 IPO recently. When they went public, it was secondary so the money was being paid to the founders of the firm, and not to the company. So, the company still has to grow. Their category is not a high growth one, just basic attire. Projected growth rates were not that high. The company is really having to prove itself. It is hard to see that what they offer is so unique.

(Market Call Minute.) She would continue holding. It’s a bit expensive, so she wouldn't buy it.

(Market Call Minute.) Has very little gold exposure. Gold prices have been very weak, and she doesn't see any urgency to get into this. She is not adding to her position or buying for new accounts right now.

(Market Call Minute.) If you own this, continue holding as you will get the refresh cycle with their new phones. It has a lot of cash. Going forward, she wants to see more innovation.

(Market Call Minute.) Doesn't own this, but it’s on her Watch List. Likes the commercial Cloud business they are growing. It’s a high margin business going forward, and they have a good opportunity to take share in that space.

Has held this for a number of years and thinks the emerging markets are beginning to stabilize. 57% of sales comes from emerging markets, and their target is to have 75% by 2020. The middle-class is growing, and as that happens, they will consume more of this company's products. They have homecare, personal care, beverages. Adopted zero based budgeting 2 years ago Dividend yield of 2.8%. (Analysts' price target is $60.)

She likes the Spectra acquisition they did as it diversified them into the US and international gas. They issued $1.5 billion in a new equity issue amongst 3 private institutions, so the overhang on their funding requirements has been alleviated. Dividend yield of 5.4%, and have confirmed dividend growth of 10% annually to 2020. (Analysts' price target is $60.)