West African Resources looks extremely cheap at a P/E of about 4: it expects almost $1 billion of profit on a roughly $4 billion market cap. African junior gold miners now have a license to print money, and this gold bull market still looks early stage. x.com  x.com 

Canadian Natural Resources' slowly declining oil and gas reserves will last many years and give it very steady production. It generates a lot of cash even when markets are tough, has raised its dividend for 26 years in a row, and plans to return 100% of free cash flow to shareholders through dividends and buybacks. x.com 

Enbridge is an evergreen holding for Canadian investors because it is the king of monopolies. x.com 

MPLX is an oil and gas play with a 7.7% dividend and a strong chart. x.com 

Scotiabank is an income anchor held for yield and stability rather than fireworks. Canada's most international bank pays around a 4% dividend yield with one of the country's longest dividend histories, and its shares are up 60% in the past year. x.com 

Oil majors such as Shell, BP, ExxonMobil and Chevron deserve their multiples because they have consistently generated 10%+ returns across complete energy cycles. They are integrated, now diversified, and control a key commodity for decades ahead. Investors will do fine if they hold for the long term. x.com 

JEPQ, Canadian Natural Resources, Canadian Pacific Kansas City, Coca-Cola and VICI Properties combine high yield with dividend growth in a simple, diversified income portfolio yielding about 6.17%. JEPQ gives Nasdaq exposure with monthly dividends, Canadian Natural is an energy leader and Canadian Pacific Kansas City a literal railroad monopoly, while Coca-Cola and VICI offer super-predictable cash flows from soda and Las Vegas real estate. x.com