(A Top Pick Sept 3/09. Up 20.58%.)

(A Top Pick Sept 3/09. Up 24.99%.) Wonderful management. Has cheap land available for growth.

Calloway (CWT.UN-T) versus RioCan (REI.UN-T)? RioCan is feeling very challenged as it can't find any growth in Canada so are expanding into the US. Calloway has always had more sites than they were using and have the Wal-Mart relationship allowing them to expand. For immediate growth and a better economy in Canada, Calloway has the advantage. Very close to being the same.

Apartments. Always has serious questions on whether they are doing the proper thing on renovations and keeping things up and always spends more than they earn. Not cheap so wouldn't be rushing into this one.

Their parent company, which owns about 50% of the tenants, is in serious financial trouble. He has held off buying although he does own some of their convertible debentures.

(A Top Pick Aug 12/09. Up 43%.) Almost like a monopoly in Canada. Have added revenue and margins because of the 3-D effect. Concessions are very good. Recession resistant and a great defensive stock.

(A Top Pick Aug 12/09. Up 38%.) This is a story where you can sleep at nights. Participated in the recovery in Alberta with the mining and oil sands. Pristine balance sheet. Lots of cash to buy back shares.