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Thinks you will see dividend growth out of the banks in general. He is underweight financial services sector as he is concerned about the health of the Canadian consumer. There were some interesting stats last week relating to household debt and personal disposable income which will affect the banking sector. In the last few years, banks have made a lot of money through personal loan growth. Although this could be offset by an increase in commercial loan growth, in the meantime it is a headwind that they are going to have to combat going into 2013. This has one of the highest consumer concentrations in Canada so is one of his least favourites. Dividend of 4.8%

Has tended to be a little more cautious on insurance companies. They fund liabilities through their investments, equity investments and debt investments. Haven’t made much money through the low interest-rate environment. Because of that they have had to hold back more cash to meet capital requirement ratios, which has limited their ability to grow. If you want to own an insurance company, he would rather you had Manulife (MFC-T).

This is a business that sells gas and energy contracts to residences and commercial customers. With the lower gas prices, they are getting lower margins on their renewals. Also, they are combating attrition. He is a little concerned about the sustainability of the 11.9% dividend.

Fund management company and have seen a lot of outflows for a few consecutive quarters. Tried to sell their trust business in order to fund some share buybacks and prop up the stock. Feels the dividend is sustainable.

His biggest concern with this is regulatory risks. Feels the 10.2% dividend is sustainable based on today’s regulatory reimbursement rates, but is uncertain about what they are going to look like next year. A couple of years ago there was a 12% cut. Saw a low single-digit increase this year. There could be a decrease or increase next year. He is particularly concerned with what is going on in the US regarding a fiscal cliff. US has some budget issues.

Thinks there is a possibility of a dividend, but it will be relatively small. Very similar to Boardwalk (BEI.UN-T). They own apartments in Western Canada. CEO has really focused on developing properties so they tend to take a lot of the cash flow they generate, plow it back into the company and unlock a lot of value. NAV is north of $35 so feels there could be some potential upside.

Most of their apartment units are in Eastern Canada. This is a controlled rent market and will be capped at 2.5% next year giving you good visibility in which direction cash flow is going. 4.8% yield.

Dividend will go up and will go up even more by the end of next year. Trades at a discount to NAV. Weighted average this term is over 10 years and the weighted average term of their debt is over 10 years. A lot of visibility in terms of their ability to grow. High-quality tenants and buildings both in Canada and US. 5.2% yield.

(Market Call Minute.) Medical office buildings. Sees good potential and you get a very attractive dividend yield.

(Market Call Minute.) Just increased their dividend. Have a lot of room to make acquisitions. Under levered balance sheet. Looking for them to grow in the US and Europe.

(Market Call Minute.) Would be inclined to sell if it gets closer to $4.50. Diversified apartment play.

(Market Call Minute.) Feels the street is underestimating the impact that Target is going to have when they move in. It will represent about a 3^rd of their overall square footage.

(Market Call Minute.) Likes the office asset class in real estate. There is a lot of room for rents to move higher. Rents in place are about 5%-10% below market. Almost fully occupied in major markets like downtown Toronto.

(A Top Pick Nov 11/11. Up 93.27%.) Still a lot of upside especially if you consider that they are applying for above guideline increases. Expect there is also a potential for a dividend increase.

(A Top Pick Nov 11/11. Up 43.65%.) Thinks the stock is going to $10. Expanding in Western Canada and building out their Bruderheim facility in Alberta. Yield of 6.6%.