Canexus Corp (CUS.TO)

(Top Pick Jul 23/12, Up 23.70%) Oil transported by rail on dedicated trails. They will probably sign an agreement with another producer and will increase cash flow growth.

7% yield. Just getting into energy infrastructure. Truck to rail and pipe to rail. Will probably increase dividend over next two years.

Secondary offer just announced to expand their terminal link business. It's a little rich but sees a lot of potential over the next few years. Long term hold.

Thinks it got weak since guidance for Q1 was a little bit weaker however, they maintained their guidance for the whole year. Growth projects to be commissioned throughout 2013 supports the back end loaded guidance. As announcements come out on their 2013 growth, they should be catalysts for the stock. Dividend looks to be very stable at this point.

(Top Pick Mar 19/12,Up 21.62%)

Very profitable stable business in North and South America. Leverage to oil sands. $75-80 Million in growth projects coming up. Dividend is about 65-70% as a payout ratio. Doesn’t expect any dividend increases due to capital projects. Great growth story at above average yield.

Chemical manufacturing. Business looks okay going forward but it has already had a pretty good run. Looks a little stretched at this point but, if it drops a little bit, it could be a Buy. Fundamentally things are fine.

Own a number of chemical plants and he thinks the current share price is more than covered by the plants, which have good upside. The real gem is the work they are doing in the terminaling business. They are going to be taking increasing volumes of oil and putting them from pipelines in Western Canada onto rail cars. Expect they will add $3 a unit of NAV as the business matures. 7.1% yield.

(Top Pick Nov 11/11, Up 37.06%)

Payout ratio is about 75% and his models show it will trend down, giving more safety. Good balance of yield and growth. Several expansion projects should be coming online over the next couple of years. As of last quarter, they still had strength in all 3 of their business segments. Trading at a pretty rich multiple of about 8.5X enterprise value to EBITDA. Economically sensitive.

(A Top Pick Nov 11/11. Up 43.65%.) Thinks the stock is going to $10. Expanding in Western Canada and building out their Bruderheim facility in Alberta. Yield of 6.6%.

Chemical company with 6 low cost plants but also getting into putting oil on trains. Moving oil by train is more expensive than by pipeline but this is being done. This company has a very strategically located terminal, which they are going to greatly expand in Alberta. Well managed. 6% yield.

(Top Pick Nov 11/11, Up 35.20%)

Has a cost advantage in the sodium chlorate business. Very strong presence in North and South America. South America is a big consumer of sodium chlorate. The other part of the business is their new facility for storage in Alberta and the industrial heartland, which could eventually be a game changer for the company.

(Top Pick Aug 16/11, Up 29.99%) Used to be an income trust and now is a corp. One of the largest North American sodium chloride producers. Very good management team. Great growth projects over the year and a number of them going forward. Will use up a fair amount of capital but payout is 70% and generates a lot of cash flow.