Very high quality crude oil exposure. Crude oil prices have moved up a bit because of the Syrian situation. Provides a nice yield of about 7%, which she feels this is sustainable.

Inter Pipeline (IPL.UN-T) or Pembina (PPL-T)? She holds both names and likes them both. There are good prospects for dividend increases over time.

Very high quality company. Recent dip was probably a combination of rising rates in the economy, as well as Cdn resource companies having to deal with an ongoing struggle of getting their product down to the Gulf Coast. We are going to have to see some resolution as to what is going to happen with the pipeline infrastructure.

Cdn REITs had a big pull back with the rise in interest rates. They tend to be interest sensitive. REITs have a knee-jerk reaction to rising rates, which is probably an overreaction. This company is a good quality name in the retail industry. If rates are slowly going to climb and there is a good global economy, you wouldn’t want to put all your money into REITs. Good entry point.

(A Top Pick September 5/12. Up 25.06%.) Still likes. There is a lot of opportunity and have a good backlog as pipelines get built. They are not just North American, but are overseas, including deep water stuff, which requires much more technology where they are leaders. In North America, there are a lot of old pipelines, so that refurbishment and safety standards will also benefit this company. Her target range is close to $50 so this would be a good entry point.

(A Top Pick September 5/12. Down 13.01%.) Still likes this. Has been disappointing, but this is been driven by rising rates. Very high quality REIT. Tenants are blue-chip. Have long lease terms.

(A Top Pick September 5/12. Up 16.33%.) Continues to like this. Have made acquisitions in the US in the past and are now reaping the benefits because of stronger loan growth. Have a lot larger deposit base relative to what their loan book is in the US. Sees Canadian banks, as a group, growing at 6% to 10% along with their dividends.