Regal Lifestyle Communities (RLC-T)

Has done very well and has a very good dividend. He likes the company. Although it is not cheap, it is still a good source of yield. You also have the demographic support of an aging population. It is small enough that as it does acquisitions, 1 or 2 buildings moves the needle, whereas in a larger entity, it is less so.

Pays about a 9% dividend yield. This is not really a growth stock, but is a yield play with a tiny bit of growth. He thinks it goes sideways from here. Just collect your dividend, and that is not a bad thing.

7.9% dividend, very high, and you get the tax credit. A great name and a great yield. The biggest risk is supply. We are starting to see a little evidence of some more building.

He has been taking profits. The senior’s demographic is behind them. They made a big purchase in Quebec. An attractive dividend yield. It continues to be a good name.

8% yield, which is attractive. Seniors living space and some growth. Just wait out the cycles.

Likes it. You don’t need a lot of growth given their yield. Good play for those who will be patient. Certain tax advantages.

Prefers Chartwell (CSH.UN-T) because it could get acquired.

You can own for the dividend. Disappointingly was trying to grow by acquisition. He sold a year or so ago. Did not demonstrate a lot of growth.

(A Top Pick Oct 15/12. Down 22.64%.) A smaller healthcare real estate Corp. Sold his holdings when he got frustrated that they didn’t grow through acquisitions like he expected. Doesn’t think 9.7% yield is in danger of being cut. You’ll see dips to $23.75, which would be good entry point.

He owns it. We have been expecting an acquisition and it is slow coming and this is a great entry point. He is prepared to wait.

It was already in a downtrend. You can see a little bit of support and then it broke it hard. It could be a bit oversold and you might get an oversold bounce, but if you own it, consider selling on such a bounce.

Reported their 1^st quarter as a public company last week. Stock has been fairly weak lately. Will probably grow by acquisition. 7% dividend is a nice yield while you’re waiting. Pretty safe business.

(Holds a little.) Seniors’ housing portfolio, owning a variety of properties. Pretty good value at around $9.50. Growth by acquisition. Likes seniors housing demand/supply fundamentals looking out towards 2014-2015. Has been a little bit too much supply coming onto the market in the last couple of years. Expects towards 2014, demand/supply fundamentals shift in favour of the landlord giving them the ability to get higher rents so that cash flows move materially higher. 7.2% yield.

Relatively new IPO and came off with the market. It is a small portfolio of less than 10 properties. You have to look at operating platform and management. Focus needs to be to build out the platform. There have been no quarterly results yet. Thinks you will get a good yield if you hang on.

This one is going public tomorrow morning. Canadian seniors’ lifestyle communities. Thinks they will grow by acquisition. This will have almost a 7% yield.