He likes their interests outside of North America. Very conservatively managed. Good domestic business. 4% yield and wouldn't be surprised if this is one of the early banks to increase their dividends.

Have had a lot of trouble with the fibre-optic side of the business through Allstream but thinks it is still potentially a great asset. As some point they will either have success or will sell it. Nice solid yield.

Has probably got very oversold. Still could be some problems with their equity products. Even with write-downs, the company has a good capital base. Had a good bounce recently and he thinks that will continue. 4% yield.

Been under pressure. He recently did some switching into other golds as well as Silver Wheaton (SLW-T). Also likes Goldcorp (G-T) better. If you haven't got gold, it's better to have this one than none.

(He owns the convertible debentures.) Russians have moved in and looks like they are taking it over. Uranium prices have really done nothing.

Never been a fan of airlines. A tough way to make money. Load factors are up and things are not looking too bad and it may be okay for the next couple of years but all it would need is a pop in oil creating higher energy costs. Speculative.

Located in the Bakkens in Saskatchewan and are very good at it. Horizontal wells and lots of land. 8 billion barrels of reserves. 7% dividend yield.