Largest coal handling terminal in the west part of the western hemisphere. Asian demand for metallurgical coal is really growing, which has helped them. Really started to run up in late 2010. Converted from an income trust to a stapled (?) unit. No debt. Got too pricey for him so sold his position.

Good company but became too overextended as they made acquisitions. Too much debt and the payout ratio is too high. Expect they may have to raise equity in 2011. He owns the bonds.

Doesn’t pay a dividend so he doesn’t own but is following it. Also very volatile. Have to come out with new products that resonate with consumers. In the last 6 months it has gravitated from a growth stock to a value stock. Would prefer it at a lower price.

Primarily focused on natural gas. Currently natural gas outlook is not good but inventory figures show it is at the 5-year level. Pricing will probably not get better until late 2012. If you own, consider taking some profit.

About 50-50 on oil and natural gas. Currently their capital spending is directed towards oil. Payout ration is about 40%. Expect with current oil prices they’ll be able to sustain the dividend.

A lot of competition in the telecom space. Price is getting to a point where it is more interesting and would definitely be interested around $32-$33. Raises a lot of free cash flow. Raised their dividend this last quarter.

Big blue chip utility. Primarily pipeline and power. Pipeline is about 70% of their EBITDA. Analysts think they can grow dividends over the next couple of years as they have growth projects coming on. Bought some power assets in New York state, which some analysts feel will start to perform a bit better. If you have a longer-term outlook, this would be a good one to own. 4% yield.