http://www.forbes.com/forbes/2009/0413/106-inflation-stocks-fixed-income-watch.html
SNIPPET:
Canadian oil and gas trusts, which I have been recommending here since September 2004, are a good defense against inflation. These operating trusts trade at prices well below the value of their proven reserves and offer monthly dividends with annual yields in the double-digit range. My favorites are Enerplus Resources (17, ERF) and Penn West Energy Trust (nyse: PWE - news - people ) (10, PWE) for conservative investors, and Advantage Energy Income Fund (nyse: AAV - news - people ) (2.4, AAV) and Provident Energy Trust (nyse: PVX - news - people ) (3.8, PVX) for those willing to take on more risk.