Dependent on potash pricing, which is dependent on the agriculture economy. Feels it has been weakening a little bit lately and investors are probably preparing for a bit of a downturn.

Good business. Dominant in everything they do pretty much. Have been around for 80 years or so. Very well run. Have a lot of debt but are paying it back. As they pay this debt down, the equity value will improve. Will eventually be a nice dividend paying stock.

Fantastic company. Very well run. They acquire little niche brands in foods, fixes them up, apply economies of scale to them. Their costs are higher because of food price inflation but offsetting this with accretive acquisitions. Not interested in increasing dividends, preferring to retaining earnings for more acquisitions. 6.8% dividend is safe.

There is a lot of nervousness around oil fields services and drillers in particular. The gas price obviously does not help. Also the oil drilling cycle is coming to an end. Be careful.

Have a plant that treats contaminated soil and produces a lot of cash when it is running. Hasn't been running lately but they are going to start running again. A lot of cash on the balance sheet. Trading for roughly cash value right now. There is a lot of hair on this story. In the environmental space and they got in trouble with the US government but that has pretty well gone away now.

Bank stocks give some nice dividends. Finds their business models are inscrutable so he doesn't follow them closely. 4.85 percent dividend.

Very well run company. Stock has done very well lately. Dividend is close to 6%. You won't get capital gain on this but the dividend is safe. Much less volatile than the broader equity market.