(Market Call Minute.) This has industrial exposure across Canada. Look for some weakness in Alberta, but that will be balanced off by Ontario strength.

(Market Call Minute.) This gives you exposure to the seniors’ sector.

Thinks this is the time to start owning large caps. He expects a softer year. Sold all of its US portfolio, so loses that income. It is putting that money toward some excellent developments, but they still have to build them before earning cash flow. A fantastic organization with a lot of growth opportunities going forward. Dividend yield of 5.19%.

One of the few REITs where he could sell every single building today if he wanted to. The kind of security that investors should be thinking of, when looking at houses trading relative to NAV. There are so many people around the world who would love to own a stable, Ontario focused apartment portfolio. Dividend yield of 4.05%.

This is typically Sobey’s anchored, Eastern Canadian. Now with the Safeway transaction, they’re also in Western Canada and have said they are going to develop and maintain this. Their last quarter was excellent. Dividend yield of 6.31%.

This hardly trades at all. Insiders own a very big chunk of it, about 75%. They own ice rinks and an adult hockey league. Revenue has been mostly flat for the past 5 years. There is about $45 million in net debt on a $50-$60 million market cap company. Pays a 2% dividend.

This went to sleep for about 3 years. Volumes had declined and costs went up. It was a situation where you couldn’t see any growth. Suddenly they turned this around over the past 3 quarters. The last quarter was quite good. Volumes went up and costs went down giving a double impact of better margins with higher volumes. There are some risks because it is cyclical. 6.57% dividend yield which is sustainable. For an income stock it is pretty solid. He wouldn’t expect the same kind of gains that we have had over the past 6-9 months, but a decent little company.