Financing business of major automakers has essentially gone away so this is a potential acquisition target in addition to being able to grow their loan book organically with quite nice profitability.

(A Top Pick Sept 3/09. Up 42%.) Urban shopping centres with stable tenants such as banks. Very professional management. Low pay out ratio. 5.1% yield. Still a Hold.

(A Top Pick Sept 3/09. Up 30%.) Classified as real estate but has global investments in communications, lumber, power generation, etc. Good place to get wide exposure. 1.8% yield.

(A Top Pick Sept 3/09. Up 36%.) Largely Quebec, a little bit Ottawa. Primarily industrial and office. Extremely well run.

Just made some changes where US and Canadian housing has been taken out with Australia being put in. Becoming a clean entity with office properties. Also own Brookfield Office Properties. New York office properties are starting to improve. 3.5% yield. Payout ratio about 50%.

Apartments are one of the more conservative areas. These people took part of their portfolio and went public and will do a whole bunch more. It will be a dynamic process. Don't necessarily buy now but it's something to look at. 7.1% yield.

Really the only hotel group in Canada. Pay out ratio is quite low. Distribution has been cut twice and current yield is 7.1%. Leveraged to the economy.