This was in terrible shape. They sold some properties and added some properties. Very good management. It’s a good source of yield. Slightly risky. Bit too high of a payout ratio but thinks are improving.

Big portion of business in the US. Recent numbers were better than previous. They are doing their job. They are good at it. Likes it despite the complications.

Has come back a lot. Did an issue in February. Business has picked up for them. They are pretty close to earning their payout ratio. High risk and fair amount of risk. Onee of the best performing so far this year. Have done a lot to clean themselves up.

He sold about 9 months ago. It had had a really good run. It was just a matter of valuation. 100% non-North American, management well liked. It’s starting to look interesting again.

Iron ore’s outlook looks very good. LIM looks interesting. It is not the most junior so not the most likely to be taken out.

He is concerned, but not overly so. Would be a sell if oil went to $120. Monitor it closely. They are the most efficient. Had lagged the whole group. Was a buyer 6 weeks ago.

Met with CEO recently and came away more positive than ever. In Mexico. You would have a possible double here.