Capstone Infrastructure (CSE.TO)

A very unique vehicle in that they are a hybrid of a power plant and some senior care facilities. Great management strength. Getting fairly valued, so consider trimming profits if you own.

A power trust that recently acquired a suite of nursing homes and long life living care. There is a lot of demand for this type of trust. Nice yield.

Dramatically changed the outlook for their fund by going into retirement homes. Did not like that diversification story so sold his holdings. Being a power and a retirement home trust confuses the story.