Finally being recognized for the very long-life reserves it has in unconventional gas production. Has strengthened its determination to return value to the shareholders, which can be seen in its dividend policies and share buyback policy. Has hedged part of its production in gas assets at over $8 a share as well as $72 a barrel for its oil. Quality management and reserves.

Pipeline company, energy infrastructure. A large part of their earnings are regulated. Yields over 3%. Forecasting growth for 2012 at 10% to 11%. The combination of the dividend, which is expected to grow in the 6% to 10% range, plus the earnings growth, gives you a pretty comfortable 15% to 17% returning stock on a 5-year horizon. Energy infrastructure will continue to be a major area in North America.

Very defensive stock. In all kinds of products that everyone uses. Well positioned overseas with more than 60% of its revenues outside of North America. Strong earnings outlook. Strong balance sheet.

(A Top Pick Mar 14/07. Up 15% including dividends.) Hospital supplies. Great company, but not well followed or well known. Well diversified with 60% revenues outside of North America. Good R&D. Trades at about 18X earnings. Still a Buy.

(A Top Pick Mar 14/07. Down 11% including dividends.) Still a Partial Buy, particularly if you have low exposure to financials. Over 4% yield. Their credit losses are the lowest among Canadian banks. Good geographic diversification.

(A Top Pick Mar 14/07. Down 11%.) Largest independent mutual fund company. With aging baby boomers, there will be increased savings. Yielding 4.7% and has increased its dividends at 15% to 17% over the last 10 years. Still a Partial Buy.

Has the medical side as well as the consumer side. Its medical device side is facing a bit of problem and its drugs are likely to face increased scrutiny if there is a Democratic administration. Attractive in the $55-$58 range.