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A mortgage REIT. This is more exposed to the various refinancing programs that are being rolled out in the US.

A mortgage REIT. Not as exposed to the various refinancing programs being rolled out in the US as Annaly Capital Management (NLY-N), so is a little more insulated. They are frequent issuers of capital, so he would wait for an equity raise.

He uses this as a “cash equivalent” so when he has access cash he puts it in here rather than overnight term deposits. You won’t have dividend growth with this one. Increasingly, people will sell out of this as they grow concerned that the dividend might be cut. Payout ratio is low. Wireline telephony is in secular decline.

Missed on the 2^nd quarter, probably due to their acquisition of Provident. This acquisition gave them more exposure to frac spreads. Great midstream operator. They do transport, storage and terminaling for heavy oil out of the oil sands. Cheap. 5.8% distribution.

Have electrical transmission, generation and distribution mainly in the Northeast US, Atlantic Canada and the Caribbean. Great management. Balance sheet is in great shape. Probably worth around $36, so wouldn’t add at these levels. Buy below $34. 3.9% dividend.

Power generation. Has a couple of assets that you have to keep an eye on. Balance sheet and payout ratio were in trouble so distribution was cut and may have to be cut more. It had collapsed 23% in one day, he bought, it went up 9% in one day and he Sold.

Margins are much better on engineering consulting than on construction. Owns this but probably won’t keep it. He would be a buyer below $20. 6.8% dividend yield.

Midstream operator involved in power, power generation, power marketing, and natural gas liquids. If bullish on frac spreads and particular on Alberta power prices then this is a good name. Significant growth potential in some of the projects they have coming up. Had almost been a Top Pick.

(Market Call Minute.) Buy it at $17 or better as it offers you a 15% total return.

(Market Call Minute.) Buy it at $30 or better as it offers you greater than a 10% return.

(Market Call Minute.) Weaker assets. Great management team but high leveraged. Can’t see how payout gets below 100% without a cut.

(Market Call Minute.) Buy at $18.50 or better.

(Market Call Minute.) Wish that he could own, but too small for him. Buy at $31 or better.

(Market Call Minute.) Buy it if you are truly a long-term investor.