Primarily coal generated power plants. Stock just dropped and he doesn’t know why.

Global assets but the important one to him is the oil sands in Northern Alberta. Sees higher cash flows and dividend increases.

In agriculture he prefers Agrium (AGU-T), Alliance Grain Traders (AGT-T) and Viterra(VT-T). This one has had a nice run on the back of Potash prices going up. Food shortages in some parts of the world and fertilizer prices are rising.

Process natural gas and store natural gas liquids such as propane, butane condensate. Good management. Just raised their dividend and he expects future dividend increases.

Insurance company big in Ontario, Alberta and Quebec. About 70% of revenue comes from personal, auto and home. Because of reforms, expects auto insurers in Ontario are not going to have to pay out more in terms of expenses. Good balance sheet. Just raised their dividend by 8%. Have some good catalysts. Could be an acquirer. 3% yield and expects that to grow along with earnings.

World’s largest retailer. Just gave a 21% dividend increase. Analysts didn’t like the last quarter when their same store sales growth was negative so the stock was punished. Trading at 11.5X 2011 earnings. Likes that they buy back shares and reduce debt. New focus on merchandising. 2.8% yield.

About 80% of business is supplying linens to hospitals and 20% to hotels. Active in 6 provinces. About 50% payout ratio. Low debt. Have ability to make further acquisitions. 5.5% yield.