Have done a very good job. Grown mostly through acquisitions. Seem to be a perpetual issuer of capital so very difficult to get a clean look at their financial statements.

ATMs in convenience stores, shopping malls, etc. Expect that to continue to grow at about 5%-10% over the next few years. 6.9% yield.

Cardium, Monte frac and US frac plays have been very active but unfortunately, conventional wells have not been doing as well. Will depend on the commodity price.

A top 3 municipal bus manufacturer in North America. Difficult to make a call on future growth because it depends on different governments that are short of cash. However backlog looks very healthy.

Results out of Cardium wells have created a spike in stock prices. Still undervalued. Fair value would be $14-$15.

Will be converting. As part of distributions, you will get a share plus $5 of long-term debt due 2024. Fundamentals have not changed. If you own, you might want to check to see how taxation will affect you in 2011. Likes this one but feels it is fully priced.

Regulated by government and believes ROE’s allowed are about to be raised from 9% to about 10.5%. Loves the dividend. Utilities have done very well.