Royal Boskalis Westminster (BOKA-EUR)

(A Top Pick September 14/12. Up 11.45%.) A support industry for the Maritime industry. Engaged in selvage business, harbour towing, harbour dredging and, just recently acquired a company to move ultra large equipment offshore. The company has effectively doubled in the last 2.5 years. Good dividend, good balance sheet and good management.

(A Top Pick Jan 20/12. Up 21.36%.) (Euronext Exchange) Marine company that dredges harbours and does harbour towing. Recently acquired a company that gives them other avenues and effectively they are becoming a one-shop stop in terms of offshore services.

(A Top Pick Jan 30/12. Up 0.58%.)

(Euronext exchange) Global play on all things effectively near offshore and related to port activities such as harbour dredging, towing, pipelines, oil/gas drilling offshore. Very strong balance sheet. This business is effectively at the bottom of the cycle now. Has a record backlog. 4.3% dividend yield.