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Lafarge North America 10.93% Bond due July 15, 2016. Manufactures cement so a good play on infrastructure.

9.16% Bond due March 1, 2019. Secure play because it is in infrastructure. Senior debt on a company that has free cash flow.

11.05% Bond due June 2013. Steel manufacturer, which will be a good play on infrastructure.

(A Top Pick Aug 25/08. Down 41.6%.) (He hedged on the sterling, so only down 25%.) The key is to buy these names in their native exchange and to hedge out the rest. Will recover with the market.

(A Top Pick Aug 25/08. Down 41.2%.) Didn't like it because it was piling on the debt and had to refinance.

(A Top Pick Aug 25/08. Down 63%.) Sold this in the mid-$40’s because management missed its numbers.

Why is this stock going up when gas is dropping? Large Cap name and in tough times it will get more institutional support.

Hedged at $132 on 48% this year but is going down when oil is going up. Why? Doesn't have as much institutional support. Oil has to move up before the stock will perform.

He is trusting that management will cut costs and drive shareholder value. Likes the yield. Encouraged by their focus on wireless. Recently acquired The Source stores to compete on handset sales with Rogers (RCI.B-T).

Trust space is in a funk. You have to know which ones are going to survive to the conversion date of 2011 and also, which ones are going to cut and how many times. Expect more distribution cuts in the energy space. This one has a 28.8% yield.

Knowing that US government is going to print $3.6 trillion you would expect gold to be $4,000 an ounce but is stuck between $900 and $1000. He personally owns 5% in gold with 25% in Newmont (NMC-T), 25% in Barrick (ABX-T) and 50% in GLD’s. Not a “Pay Daddy” story as it doesn’t pay dividends and there's hardly any yield.

Unbelievable volatility in shippers and this is not for the faint of heart. 92% of all commodities are moved in ships. Thinks we are in the beginning of a long secular bull in this asset class. Beta is 2.15 which means it is twice as volatile as the S&P 500.

Oil shipper. With demand-destruction oil you are currently in the bottom of the oil cycle but you don't know how long you are going to have to sit there. New ships are not being dealt because of a lack of funding.

Volatile stock because the credit card companies are volatile. Doesn't take credit risks. The infrastructure play of the financials. You will need a recovery in the economy to get it back to its highs. Good dividend.

ETF for water that includes desalination, pipelines, valve companies, etc. Has a 5% holding in water, which he considers to be the next oil. Municipalities starting to focus on how they are going to supply water.