About 60% gas. Made a large acquisition last year. Management owns about 15%. Relatively low costs. 7%-8% yield plus growth. Also have exposure to the cardium play in Alberta. Should see some real growth over time.

Dominant player in the oil field services in Alberta. A lot of oil sands infrastructure projects getting back on the rails is a plus for them.

Expanded into the US, which he thinks will be successful. Expects distributions will be maintained and once they convert to a corp, US investors will start looking more closely at it.

(A Top Pick Feb 6/09. Up 9.47%.) Still a buy.

(A Top Pick Feb 6/09. Up 20.7%.) Still a buy.

(A Top Pick Feb 6/09. Up 42.78%.) Still a buy.

A good “steady Eddie” type of name and has good backing by ManuLife (MFC-T). 8%-9% yield. Reasonable valuation. There may be some reduction in distributions in 2011 but it will be modest. Significant position in the Cardium formation in central Alberta.