Real estate. Merrill Lynch is a big tenant of theirs and thinks they will re-sign with them. Have been buying back their stock aggressively. Trades at about a 20% discount to its net asset value.

Stock fell apart when one of their key managers left to go to a hedge fund. Have grown their assets and have very good performance with their other products. Very good story at these levels. Pays a good yield.

Have a new CEO so you have to wait to see how he does. The other thing is their international exposure. He feels the oil will continue to do well.