Shippers generally pay a nice dividend. The dry bulk sector also seems to have bottomed so maybe its a decent time to look into NM, or DSX. As I stated earlier, I like the LNG floating storage and re-gasification campanies. I've been long GLNG for over a year, and since this pull back were having, I've been able to add about 30% to my position. It pays out about a 3.5% yeild.
CAT, if it drops below $100 might be attractive as well, but from a macro perspective, I would have a significant portion in cash for the summer, maybe getting long again later.
Also NUE might look attractive if we see a bit of a pullback. GLTA.
