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.

(A past Pick Aug 10/11. Up 21.3%.) Still likes. Cautionary in that there is a lot of stuff in there that you have to analyze. If you believe the US housing market is stabilizing and the US economy is growing, this is probably worth more.