Has 2 divisions, diagnostics and medical imaging. They could have growth on the imaging side. Expect they are looking for acquisitions on the imaging.

Pays a 17% yield. A much riskier name then what she would normally suggest. Payout ratio of about 103% over the trailing 12 months. Thinks the market is expecting a distribution cut but she does not think so. A compelling buy at this price.

70% of production is natural gas. This company has had a history of production shortfalls and disappointments. Have quite high debt. It may not be a bad time to be buying gas-weighted names but there are a better names of there.

Shocked the market when it reduced its distributions, which it was never supposed to do because it was supposed to be a very stable, conservative trust.

Has been beaten up. Released a quarter that was a little bit softer then some investors had expected. This gives a good opportunity to get in. Longer-term outlook is still very good.

1st quarter results came in very good. They bought Petro Fund which was a benefit. Should have a good future ahead of it.

Undervalued relative to some of its peers. Good exposure to both oil and gas. Operates out of Canada in stable countries. This generally means you get lower acquisition costs. Have a yield of 6.1% that she thinks will go higher.

Has come off because of market weakness, not any fundamentals with the company. Buy for the stable distributions, not for growth.

Reported a good quarter and showed increased same store sales growth. Prefers Boston Pizza (BPF.UN-T) with its longer track record.

Relative to its large, liquid and stable peers, it is trading at a little bit of a discount. Relatively cheap.

Recently announced the acquisition of Profico. She is comfortable with this trust. It is one of the survivors in the oil/gas trusts. Low payout ratio. Trading at a reasonable price versus its peers.

A bit more weighted to gas. Has a strong management team. Strong property portfolio. Valuations are reasonable.

Sold her position. Was satisfied that it was a good business, but felt the valuation was getting a little bit rich. Announced a very strong 1st quarter but warned investors that it was a bit of an anomaly. It is on her watch list. Would consider if it got inexpensive again.

Typically trades at a premium to many of its peers because of its nice combination of a stable core business plus its ability to grow organically. Recession proof. Will be up to pass price increases on. 1st quarter results were better than expected.

An apartment landlord. Likes this one. Good management.