COMMENT

(Market Call Minute) Has been a strong performer through the recovery but not this year. Further recovery in US housing will make it go higher but increases in interest rates will make it go lower.

DON'T BUY

(Market Call Minute) They sold off all of the crown jewels, leaving them with stores and they can’t run stores very well.

BUY

(Market Call Minute) One of the cheapest and best positioned of the integrated oil and gas companies with special strength in liquefied natural gas.

TOP PICK

It is flat for the year, which is one of the better performances. 4.4% yield. Brick and beam old factories on the fringes of downtown Toronto and Montreal, now expanding out west. Growing its funds from operations and just raised its distribution. AFFO is up about 17% this year. They own the big Internet Hubs for Canada.

TOP PICK

Canadian Club, Teachers Whisky, etc. 30% over the last couple of years but not a lot this year. It is a takeover target. 20% of sales from emerging markets.

TOP PICK

Spun off drug side. It is medical devices and has been one of the most consistent growers over the last decade. Reasonably priced, 2.5% yield.