STD - accidental high yielder; lots of restructuring.
S - good buy opp
MWE - 8% yield (midstream play)
TOT - 6% yield
XOM trading near Mar 09 lows
GE - 3% div yield; traded 40s before collapse; stuck in 15 to 16 range
WFT - 4% exposure to GOM
CRUS - chips in ipads, ipods, iphones
GS - cheap?? wait for Fin Reg
C - strangle; sell covered call; sell put at a price u r comfortable buying it at. Perfect for a dead market
Manulife - stick this in a tax free savings account; high dividend yield; discount to BV
AGU - downgraded because of lower potash prices
POT - upgraded.
DAY - daylight energy; 6% yield. Cardium exposure 2100/d
Trilogy - Gas weighted; 4.6% yield; 60% owned by Klay Riddell
NAE.UN (NAL) ; well capatilized; great land position; 9.9% yield (prolly under $10 good buy); fall of 2010 it converts from a divindend paying trust to a dividend paying corporation and may change the div yield at that point. Probably best to wait after the restructuring.
BNK - Bankers Petroleum - huge upside in foreign investment; leveraged to oil.
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