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Markets. REIT Index has traded back down to September lows and that is an opportunity to get back in. We are in the last bit of the stretch of downturn in REITS. Great companies are trading at a large discount to NAV. He got into wines over the last year. He pairs investments with Wine selections.

Unknown
BUY

A great opportunity at these prices, excellent yield, stable portfolio, Wal-Mart anchored centers. A good time to get in. Down at the September lows. In 2014 it is a yield-first kind of market. They have lots of high quality cash flow and a stable yield.

investment companies / funds
BUY

Not afraid to own the convertibles. They have been beat up too much. Concern over office markets becoming too weak in the Toronto and Calgary. Excellent management. Pressure has been well overdone.

property mngmnt / investment
STRONG BUY

Have been developing aggressively in Halifax and there will be some time for the job growth to come through. It should have a great 2014 as developments come on line. A screaming buy.

property mngmnt / investment
BUY

The whole sector has come down. It is a good company. Three double digit returns over last three years. Branched out into shopping malls. Large shopping malls. A good time to get in. Encourages people to add to positions.

property mngmnt / investment
HOLD

There is a lot of concern about what will happens to interest rates but much of that is already priced in. Doing excellent acquisitions. Hold onto it. Distribution is fully covered. Be paid to wait.

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PAST TOP PICK

(Top Pick Nov 13’13, Up 5.94%) This is a wine you never have to open. High quality operations, low debt. Lower yield but continues to be his largest holding.

investment companies / funds