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She started buying this last year. They revamped their dental product lines, which are doing well. Dental care has room to grown in emerging, markets, though mature in North America. She sees 10% upside one year out. Likes it.

She owns BAM'A instead, but likes the alternative asset management sector. BX is a good name, but wait for dips.

Has owned this for a long time. It's run up because half their business is defence (the other is aerospace which has growth opportunities as air tavel rises). Buy around low-$90s as an entry point.

Forward PE is 30x, but remember that their parks business during Covid was closed. Now, they are opening up and running well, though incurring costs from Covid, which will eventually fade. International parks are not entirely open; Shanghai Disney park may shut down. By 2024, margins should return to pre-Covid levels. Disney+ is not profitable, but expect it to be in a few years as they expand their subscriber base. More revenue to come from cinema screenings of more content. Earnings are depressed presently, which impacts the stock. Doesn't expect their dividend to return till operations normalize. The theme parks are profitable, and they can leverage their platform/content across other parts of their business.

She owns no oil producers, though hung onto pipeline stocks. If you want exposure to oil, SU is a candidate, though you're chasing the rally in crude oil now. She prefers CNQ for growing despite the commodities cycle.

Half of earnings comes from the US. An income stock. A core holding for her. Pays a 3.5% dividend. Has a long track of increasing that dividend, 6% annually through 2025. Will benefit from greening assets into renewables in the deacade to come. (Analysts’ price target is $59.14)

Bought it two years ago. They grow organically as well as through mergers. They made a great acquisition, big in environmental, which closed end-2020. WSP guides growing net revenues past 5% 2022-2024, then continuous margin improvement. Strong balance sheet. Can augment organic growth with new buys. The US infrastructure bill will help their growth in the next two years. Has a global presence, too. (Analysts’ price target is $195.43)

Has owned this for years, but is buying at current prices. They make the Covid-testing kits, totalling $10 billion revenues. Demand here will likely soften. The stock price is flat over the year, despite those revenues, but at least the cash flow from the testing can lead to more products and acquisition. They forecast they can grow revenues around 9%. Attractive stock price now. Diagnostic and medical devices are good business. Pharmas are selling to emerging markets. Their glucose monitoring system is doing well. Their heart products are a new source of growth. Attractive PE. (Analysts’ price target is $139.72)