Natural gas. US emissions standards are going to be tightening in 2013 and beyond which will be positive for natural gas. Commodity has not performed so prices may be range bound at the $4-$5 level for the next couple of years. Some stocks you could consider are Daylight (DAY-T) 60/40 natural gas (6% yield) and Crew (CR-T). A pure natural gas would be Encana (ECA-T).

Having trouble increasing organically so recently acquired Redback Mine. Probably a reasonable one for your portfolio. Likes gold in general but if equity markets perform better there could be a pullback.

Versus Manulife (MFC-T)? If equity markets improves, Manulife has the most to gain as they have the most leverage.

Thinks this will eventually get back to the $65 level. Now trading at 8X forward earnings. Last quarter reported a better profit number and gross margin was stronger than expected. Have focused to grow internationally. Have a lot of carrier strength globally.

Stock has had a nice run, partly because people are looking for yield. Feels the 7.8% distribution is safe. Doesn't know if there will be much more capital return in the near term.

5% should be safe and has been increasing as in the last year or 2. Management has done a good job in restructuring. Doesn't own any telecom stocks as environment is getting too competitive. If you just want dividend income, this is okay.

We still don't know what all the final liabilities are for the Gulf disaster. This company has 14 rigs in the Gulf and the moratorium is still on and hopefully gets lifted by year-end. Earnings estimates have dropped from 25%-30%. Too early yet.

Gold prices are up about 15%-18% from the beginning of the year and the stock is up about 13%. Has lagged a bit but has done a reasonably good job. Largest gold producer with almost 8 million ounces per year. Definitely having problems growing production. Generating a lot of cash and expect they will be acquiring.

Probably a reasonable entry point right now. On her watch list. Has a lower yield than the other energies she holds. Premier operator in their Horizons project is doing very well.

Did the financing and acquired 1 million acres in Alberta, which is an extension of their Bakken play. Got some production, which they feel they can exploit and bring up to speed. Attractive yield of 6.5%.

Relatively expensive compared to a lot of consumer stocks in their area. Expanded into the US and seem to be getting more traction now.

Had some production problems, which caused analysts to lower production rates for the year. CapX is going to be increasing over the next year or two, as they have to replace some older equipment. Currently paying distribution of $2 a share per unit and there is speculation they will have to cut this.

Wants more clarity on how the whole situation in the Gulf will unfold. There will be more reports in December and into next year.

POT hit a 52-week high today. The market is expecting a higher bid. BP put in 130. Something will materialize. Potentially a sovereign wealth fund is the most likely acquirer. Thinks you should hang on. BHP doesn’t know what it is facing in the form of mining taxes in Australia. No position in BPH.

Banking sector as a whole is at an attractive entry point. Credit cycle is working its way through. Capital markets were very strong last year and there are headwinds. We could see them increasing dividends next year. BNS has the most Latin American exposure, which is the biggest growth area. This is not her top pick.