Strong management. Just reported earnings above expectations. Expecting 20% increase in the dividends longer term. Stock dropped because of the fire at the Horizon project so costs, because of repairs, will be a little bit higher. Great way to play oil sands.

A play on global infrastructure. Stock is off more than 10% because of the Libyan situation where they have 3 projects. Even if those projects where to go to zero, it is only a $0.05 to $0.10% earnings hit. World class company and will continue to grow.

Have cleaned up their debt, extended terms and reduced interest costs. Diversified mining play so you are not betting on any one commodity. Great way to play the infrastructure demand that is going to continue. 1% yield.

Excellent dividend yield of over 5%. Also had a great record over the last 3 years of increasing dividends. If she had to own only one thing in the telecom space it would probably be Rogers (RCI.B-T) but she does like this one. Has downward drag on earnings from losing the wire line but are active in the wireless, which will be a big growth area.

Well-managed company. Oil focused. Most appealing thing is the 6.3% dividend. You get exposure to the commodity price as well as the down side protection that a good yield provides.

Long time favourite. Just hit a 52-week high. Great way to play the growth in emerging economies because it ships to the ports that ship. May be a little bit pricey here.

Just raised the dividend 5%, which shows they are confidant about earnings. Big issue will be what happens to Keystone. Waiting for approval, probably mid to late 2011. Very political. Likes the company.