Targa Resources Corp

We see some midstream opportunities, but much depends on the speed of recovery.

Though not exactly 'fat pitches,' these stocks are all trading in 4- and 5-star range.

These companies are well positioned as demand from China and India should boost demand for natural gas in the years to come.

Several high-quality hydrocarbon shippers are currently on sale.

The Gold-rated T. Rowe Price Capital Appreciation manager also discusses the fund's recent growth picks and attraction to BB-rated bonds.

Morningstar 2012 Fixed-Income Fund Manager of the Year Mark Kiesel says housing and energy sector bets proved positive last year, and he sees multiyear growth potential in these and other areas.