Hasn't participated in oil/gas trust prices like its peers. Consolidation story, which you have to be sceptical about because of the integration of assets that are needed. Still a “show me” story.

Volatility in distributions through the years. Great performer in the last year because sugar prices have doubled. If you want a holding that gives steady income with some growth there are better places to be.

Great company because it truly is a royalty play. Has exposure to Iron Ore Company with both an equity and royalty interest. He believes iron ore prices are going to be strong. Just a matter of time before Rio Tinto (RTP-N) takes them out.

Gas weighted. Fairly well run. You own this one for growth, not income.

Energy infrastructure. Has interest in Alliance Pipeline, which ships gas from Western Canada. Also has a natural gas liquids extraction facility. Yields about 9%. Fully valued. Try to buy in the $9 range.

Sentiment is a big headwind for this company because of fewer people using Yellow Pages. Healthy 15% yield that he thinks can be maintained for 2010 giving you a good cushion against any downward move in the price. Trades in a range of $5 to a little over $6 so treat as a trading stock.

Has gained a dominant position in the late oil in the Bakkens. Fully valued. Would like to see it grow into its valuation by proving out its assets that it acquired. Competent in management's ability.