Enbridge (ENB.TO)

(A Top Pick June 12/12. Up 15.3%.) Would definitely buy at this price. Very good earnings growth visibility of 10%-12% over the next 4 years. Also expects dividends to grow in line if not stronger.

Sold about half his holdings last week when it started to drop. Chart shows a long upward trend line, which seems to be holding. There is support at around the $43 level and if this holds, he would want to increase his position again. Risk/reward at $43 is pretty good but you might be stuck in this band. This is one you want to look at very seriously at around the $43 mark.

Everybody owns this for the yield. Most of the time, this company traded at 8-12 times earnings but is now trading at 20 times earnings. When money started coming out of the yield sector, these stocks dropped. Still a safe stock and will continue to pay a dividend and it has some growth.

RSI is down but the stock has not done anything positive. People are moving from here to bonds for safety. If we get down to $43, the 200 day moving average and you see support then you could start nibbling.

Obviously pipelines have a pretty bright future. You can buy them on pullbacks, but he is not sure the current 4% is enough. Perhaps the summer would be a better time. Yields are okay, but they are getting a little skinny now because the stocks have run so much.

Likes this. Great growth story long-term. If any company is going to be vulnerable to a rise in interest rates, he thinks it would be this. (See Top Picks.)

It's expensive, but it's been expensive for long time. Expects it to grow 10% over the next year, but wouldn't rush into it at this point. $44 would be a better entry point.

(Top Pick May 14/12, Up 20.85%) Up, up and away with earnings. No reason to sell, but he may clip it a little bit and apply the money to something else.

(Market Call Minute.) Good projective pipelines for earnings and cash flow.

(Market Call Minute) Pretty fully priced.

This is richly valued and has always been a dividend play. Interest rates are at record lows so dividend stocks tend to increase when everyone is looking for yield. He anticipates that when interest rates rise, dividend plays like this one are going to suffer somewhat. Very fully valued.

(A Top Pick April 27/12. Up 18.48%.) Still loves this. 2.7% dividend yield.

Has been one of the strongest growers for years. Valuation is high but this is the right time to be in a name like this. Everything else is too speculative. Has $27 billion in projects that it is going to actualize on in the next 4-5 years which will drive the growth of over 10% in earnings over the next 5 years and beyond. Modest yield of just under 3%.

Likes this. Dividend is not as great as he likes but they have been good at increasing dividends. All sorts of pipeline plans going on at the moment. Their long-term growth pattern is excellent.

One of the better performers in Energy over the last 5 years. Vast amount of growth projects ahead of them. It is expensive for a reason. Lots of access to capital. You could take 20% of your holdings off the table. Raising dividend every year and buy some shares back.