Great company. Little expensive right now. He will periodically reduce when it is expensive and buy back when it gets cheaper.

(A Top Pick May 12. Up 1.1%.) Uses waste heat from US steel mills to generate electricity that is sold back to the host. Still likes it.

(A Top Pick May 12. Down 9%.) Affected by a strike which has now been settled. Signed a number of quite large contracts. 2nd quarter will be bad, sold look for a selloff and buy at that time.

(A Top Pick May 12. Up .05%.) Runs short-term stay hospitals in the Dakotas. Profitable business model. Trades at about half the value of its US peers. Still likes.

Has made good acquisitions. Distributions were recently cut which brought the price down to a good buying level. Buying for the 2008 gas market.

People are worried that print media advertising will disappear. They owns major journals in major markets. He doesn't see these journals disappearing. Payout ratio of about 95%. The 1.5% yield.

Holds a small position. Sold most of his position to reinvest in gas trusts. Has a mix of midstream and production assets. Very competent management.