REIT sector is very beaten up. Trades at a significant discount to its Net Asset Value. On a free cash flow basis it is trading at about 14 times. Very solid numbers. About 99% occupancy. Wal-Mart is about 27% of their leases. Good development pipeline.

Provides the land registry in Ontario. Have a monopoly until 2017. $87million cash on the balance sheet. Expanding into other services such as hospital billing.

Infrastructure play. Pre-cast and pre-stressed concrete. Made a great acquisition last summer in western Canada. 70% of business comes from government.

A conglomerate and he isn’t a big fan of this model. A well-known catalyst investor has just purchased about 19%. May sell of some weaker units.

Has some issues with debt, so sold some assets. Thinks their payout ratio will be in the 65% - 70% range. Good management.

Great defensive business.

A very good oil/gas company.