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More of a defensive play. Added based on geographic positioning and insulation from competition. Out performed the group. Potential divestiture of Allstream, which has been a lousy part of their business. On a take-out there is still some upside. Market is starting to price some of that in.

(Top Pick Feb 27, 2009, Up 207.69% Total Return) Visible pipeline of growth of high quality projects. Secure cash flow streams. Currently projects are on time and on budget. Earnings growth. It should re-rate this company over time. Likely a dividend increase in Q4. 4.3% dividend Would be comfortable adding today, or stagger over next little while.

Good, top quality domestic bank platform. Will be able to weather the storm better than others. 3.5% dividend yield that he expects to be boosted. Report next week and he expects them to be at the top of the list. Over time there is potential for the entire bank group to be valued upward. Would be comfortable adding today, or staggering over next little while.

2.7% dividend. With differential between heavy oil and WTI being volatile, this one has the refining business, which offsets it. Is trading below pier averages. Would be comfortable adding today, or staggering over next little while.

(Top Pick Feb 27, 2009, Up 123.55% Total Return)

(Top Pick Feb 27, 2009, Up 329.99% Total Return)

Good performing stock. Has been volatile and more recent past has been kind. Have done a good job of repositioning and selling US assets. Always prudent to trim after a good run. Buy at sub-$10 level.

Markets. It looks like QE 3 is on the closer side of happening in September. Rates are going to stay incredibly low for at least another year to year and a half. That is really not going to move the needle. Creating new liquidity is not going to create more employment in the US. Banks have plenty of capital and it is up to them to push it out. The summer rally has taken a breather. This is also an election year and usually the market rallies into it. US company earnings have come through incredibly well.

Preferreds? Feels that preferreds will generally underperform going forward, just because it is still based on current interest rates. He would prefer the common equity which gives 5.1% yield.

Recently increased their dividend. Numbers are tracking really well and they are growing their wireless. Taking some market from the cable companies. Revenues are better than had been expected.

Nursing homes. Have assets in US and Canada. Just sold a big portion of their US portfolio. US retirement home numbers recently came out and they were very good. Trades at 15X price to AFFO so feels it is fully valued.

His favourite bank. Not ultra cheap on a Price to Book but it gives you US exposure in a very safe way. More than 50% of revenue comes from the US now.

Likes the story a lot. Sold his holdings about 6 months ago because of rich valuation and the 3-D effect is starting to phase out. Balance sheet is great and management is strong. Their media ads missed on the last quarter. He will transition back into this because it is a fantastic yielding stock. He would like it in the mid to low $20.

This is basically a mortgaged backed security but is guaranteed by the US Treasury Department. Do really well when they have .05% funding and they lend out mortgages giving them a very high spread. There is some risk. It will underperform when the Fed starts to gradually raise rates, which is not going to be soon. Should continue to do well. 14.8% dividend.

(A Past Pick Aug 10/11. Up 88.81%.) Still likes. 2 story apartment buildings in Western Canada. Fantastic operation. Vacancy rates in the West are getting tighter so subsidies are getting lower. Trades at a discount to NAV and there is probably $4-$5 left out of this but will probably take 6 months to do it. No yield.