Small, well run gas company. Didn't hedge. Excellent positions in the Montney but is getting squeezed on the capital side. No cash flow because of low gas prices. Caught between a rock and a hard place. A gas price bounce to $6 will give them some lease in life but meantime production is probably going to fall. He is hoping for a takeover.

You have to judge if the concept they have is going to survive. Thinks they will be under continuing pressure from the Internet.

Surprised that they cut their dividend and so deeply. Growth potential is higher than any other Canadian lifecos. Likes the growth in their Asian business.

With the recession, everybody got gun shy about the market and a lot of money went out of equity and balanced mutual funds and into the money market. This company hasn't seen a lot of net sales until the last month. Thinks there will be terrific net sales in the2nd half and going into 2010. Control their costs very well. Terrific 4.6% dividend yield with room to grow.

Likes all the telcos. Expecting the dividend will grow every year. In spite of the competition in wireless, their opportunities in the broadband Internet are so great as more and more entertainment is pushed down the pipe the threat of competition is outweighed.

(A Top Pick Sept 2/08. Down 24.5%.) Caterpillar equipment dealer. Down because of the metals more than anything else in specifically because of their interest in South America. Waiting to see what happens in South America because of their moving to the left.

(A Top Pick Sept 2/08. Up 26.5%.) Most profitable bank in Canada. Looks like it can continue to expand in its niche. Potential to raise dividends. Trading at 9X earnings versus its peers at 11X or 12X. Still inexpensive.