2012-11-12
| Signal | Price | Bias | Subject | Owned |
|---|---|---|---|---|
| TOP PICK | $4.790 | BULLISH on EMERGING MARKETS | NORTH AMERICAN - LARGE & GLOBAL EQUITIES | Yes |
Madagascar nickel mine is up and running. Thermal coal is their largest asset, though. 3.6% yield and BBB rated. Assumes Nickel will stabilize.
Gavin Graham
President,
Graham Investment Strategy