Raised $2 billion in equity and several hundred million in preferred shares. Solid balance sheet. Tier 1 capital. Good hold on a long-term basis. Dividends are secure. (See Top Picks.)

One of the more conservative banks. Has the best history of earnings increases. Just acquired a major position of CI Financial (CIX.UN-T) from Sun Life (SLF-T) with shares, so didn't have to do an equity raise. (See Top Picks.)

Great asset base. Have a refinery so they benefit even when oil prices go down. Cut back on their budget so still have free cash flow. Very solid company. 7.25% yield could be at risk.

Tried to do a convertible debt issue and it got pulled. Definitely have some financial issues. Not for the faint of heart.

Oil sands. With oil prices down, its price collapsed. Will trade of oil prices. Had a big US following, which sold off when they didn't want to own oil. Thinks the selloff was overdone. Needs higher oil prices.

Laden with debt. Took on debt to buy Financial Post. Slow down in their Australian assets. Advertising is down on newspapers and television. High risk.

Dividend fluctuates on cash flow and at $40 oil they are going to have to cut the distribution. At $60 oil you might be looking at a $.50 distribution and at $40 oil you might be looking at $.10. (Sold his holdings recently.)