Oil/gas services company. Clean balance sheet. Has been making and will continue to make small acquisitions. Focuses about 80% oil. Beginning operations in Colombia, which is a good market for oil exploration.

Stock has not acted well because of some major capital expenditures for expansion and will probably cut distributions next year. Most levered stock to oil prices in Canada. Has no exploration and is the biggest owner of Syncrude.

Medical devices for ORs, pharmaceuticals and medical supplies. Based in Ireland. Stock was hurt with the Tylenol recall and a drop in surgeries with the drop in the economy. That is now stabilizing.

(A Top Pick Oct 13/09. Up 17.06%.) Still likes.

(A Top Pick Oct 13/09. Up 9.85%.) Still likes.

Hasn’t turned the corner yet because of its investment products where the risk is still quite high.

Oil/gas. Good yield of 7.2%. Has growth.