Stabilization in the oil market has pushed Encana (ECA) above $10 a share, or more than triple its late February low of $3. Donna Wilson, portfolio manager at Invesco Quantitative Strategies, said investors in the Canadian oil producer could still hit a gusher even after this impressive run higher. Wilson is also bullish on Commercial Metals (CMC) , up 21% year-to-date, saying the steel producer is benefitting from increased infrastructure spending in the Sunbelt. Graphics chipmaker NVIDIA (NVDA) is another one of Wilson's top picks. She said the semiconductor company has a lock on the gaming industry and has a "terrific cash flow." Finally, Wilson is a fan of Annaly Capital (NLY) , up 23% thus far in 2016, saying the mortgage REIT offers a 10% dividend yield and its portfolio is being diversified with the addition of commercial mortgages.
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