(A Top Pick Jan 25/08. Down 37%.) Extremely cheap at these prices. 6.5% yield. $2.8 billion in cash.

World's largest gold company. Flat production this year over next but have a raft of projects. Great prospects and solid balance sheet.

10% yield so you are paid to wait. Just issued more equity that allows them to have Tier 1 capital of better than 10.4%. This puts them up in the top 2 banks in Canada in terms of balance sheet quality. Good price.

(A Top Pick Jan 25/08. Down 67%.) Announced orders had slowed and came out with an earnings warning for 2009. Plants are still running full out. Trading at 8X earnings and with no debt, should be a safe buy.

(A Top Pick Jan 25/08. Down 33%.) Agricultural products. Feels the 5% yield is sustainable.

One of the best gold companies with growth history. Trades at a little bit of a premium to NAV. Very solid management.

Investors should be careful about oil/gas companies. They will all have to cut distributions further if they want to stay in the normal range. 16% distribution