06/27/14: Good Stocks on the Rise
We review some of the emerging themes in Canada and Australia’s energy industries, raise our buy targets on several names in our International Portfolio and swap one laggard for a long-term winner that could benefit from a near-term upside catalyst.
Sketching the International Scene
All of our International Portfolio holdings have reported quarterly results, with only Just Energy Group (TSX: JE, NYSE: JE) failing to meet or exceed its internal guidance.
