(Market Call Minute.) This is very, very expensive, however they still produced a pretty decent quarter. A Hold at best.

(Market Call Minute.) Made a good acquisition lately.

(Market Call Minute.) They are finally now in the mode of raising their dividend and getting better growth.

(Market Call Minute.) A growth by acquisition story. Has doubled in the last 6 months.

This is a much cheaper purchase of PrairieSky (PSK-T). This acquisition makes them about 84% royalty based. A low risk way to begin to add some energy weight back for him. Thinks it will get up to the low $20s. Yield of 6.08%.

Had sold his holdings and went into CSX (CSX-N), which is up about 11% this week on a story. CN is back to almost a market multiple, for the 1^st time in 4 years. Believes that this will go back to its recent high by year-end, giving the stock a 15%+ total return. Yield of 1.57%.

Retail and real estate holding strip mall shopping centres. By square footage, Sobeys is 50%, Shoppers is about 6% and Cineplex is 3^rd. They have right of 1^st refusal on anything from the family. This has an above average growth profile. Dividend yield of 6.74%.