Have come under a lot of pressure since they announced the acquisition of the Australian office properties but he likes the prospects in North America and Australia. Have the best quality Class A office properties. 2.65% yield.

Have a couple of great carbonate plays at Beaver Hill Lake and Swan Hills region that the market doesn't fully appreciate.

Likes both stocks and bonds. Similar to Dollarama in Canada but there is no relationship. One of the largest deep discount retailers in the US. Same store sales growth has been growing at about 5%-7%. Have also been growing their footprint in the stores by the same amount.

(A Top Pick July 13/09. Up 55%.) 7% US$ bond maturing Feb 15/28. Currently trading at a slight premium. The long-duration worrisome little bit. We are go to

(A Top Pick July 13/09. Up 37.8%.) Major theatre/distributor across Canada with over 70% market share. The big revenue lift for them has been their advertising as well as 3-D films. A 3%-5% pullback would be a good entry point. 6% yield.

Will be converting to a corp. and will be taxed accordingly. A lot of Saskatchewan assets are doing quite well and will see the full benefit of the pipeline in 2011. Expects to see pressures on tolls on the main pipeline, which will be an issue for them in the longer run.

(A Top Pick July 13/09. Up 27.65%.) Major play in the Bakken region. Rolling through their water flood operations now. Through the testing period now and this will increase production. About 7% yield.