Keyera Corp (KEY.TO)

Extremely well run. With US gas production, pretty well hitting record levels, we are seeing western gas backed out. Focus on liquids production is now playing into this company’s hands in that they are a processor of liquids associated with gas production. Longer-term, this company will benefit from capacity in the liquids rich shale plays that are targeted to possibly go to export markets, other than the US.

Very well run company. Has had a move but for the long-term it still pays a great dividend. Has increased the dividend significantly over the years. 4.1% dividend yield.

One of the best respected management teams in the oil patch. If this company doesn’t exist oil and natural gas companies can’t function. They are a processor and distributor of natural gas and propane. Significantly important infrastructure. Have a history of increasing dividends. Good solid balance sheet. Yielding a little over 4%.

Not his Top Pick. You could let it go a bit further if you are going to average down.

Had a bit of a stumble earlier this year because of natural gas liquids and frac spreads. Last quarter was not so bad. A good long-term investment.

Midstream operator. Tremendous track record from its 2004 IPO. Had one bad quarter and the stock sold off from $52 to $39 giving a golden opportunity to step in. Even at $47, he thinks it is worth $53. Tremendous small tuck-in acquisition potential as well as projects they have going on in Alberta. 4.3% dividend yield.