(A Top Pick Oct 13/11. Up 6.93%.) Best performing stock in the index last year however, over 80% of their production is weighted towards gas so he exited the position.

(A Top Pick Oct 13/11. Up 19.32%.)

(A Top Pick Oct 13/11. Up 2.32%.) Being acquired by Crescent Point Energy.

Very diversified and well-managed company. Lots of inflation proof assets like properties, financials and utilities.

Very successful in things like Equatorial Guinea where they have big offshore oilfields. Tends to be volatile. With current high oil prices, this is likely to be a stock that benefits. Very much a leveraged play on your outlook on oil. Has a lot of growth coming through. Be a little cautious until you see that some of the production issues have been dealt with.

Avis bought out Avis Europe at the beginning of the 4th quarter and basically took a write off. Has recovered very strongly from the great recession. There is a little bit of growth in the number of cars being rented. 1st and 4th quarters are their worst quarters but they make money in the summer. Margins are being squeezed by competition and people unwilling to pay.

Number of European telecoms have decent dividend yields but this one has had its stock dropping over the last 5 years so it is regarded as having ex-growth. If you want a European telecom, you might consider switching to Vodafone (VOD-Q) or Telefonica (TEF-N).