PAST TOP PICK

(A Top Pick May 1/15. Down 2.34%.) Reduced his holdings. He likes to hold this and the Australian REIT to diversify his REIT exposure globally. This one has a lot of very good properties in Germany, and it’s all commercial. Germany is at the bottom, and this is a good place to be adding to. Dividend yield of 8.8%.

PAST TOP PICK

(A Top Pick May 1/15. Down 33.06%.) He got stopped out on this.

PAST TOP PICK

(A Top Pick May 1/15. Up 57.14%.) This continues to be a Top Pick.

COMMENT

Artis REIT (AX.UN-T) or Crombie REIT (CRR.UN-T)? Likes Crombie as a good place to start adding, which he is doing right now. He likes the food side and their attachment to Sobey’s. On this one he is wondering at what point he starts to enter again.

COMMENT

Artis REIT (AX.UN-T) or Crombie REIT (CRR.UN-T)? Likes this one as a good place to start adding, which he is doing right now. He likes the food side and their attachment to Sobey’s. He has just raised the target. A very steady, safe, boring business that generates a lot of cash flows.

BUY

Considering how much we pay on our monthly bills, the future is quite good for most utilities. He likes this one. Dividend yield of 4.9%.

DON'T BUY

He is torn on this. Had owned it in the past for a long, long time. Lately he thinks this has matured way too much, so it is not one of his top picks on the energy front.

COMMENT

Thinks the future is going to be very bright. Hasn’t sold any of his holdings, but hasn’t actually added either. They had to cut the dividend. Very solid assets and fundamentally is very cheap. This could be a good acquisition for somebody at this price.

COMMENT

Not a bad place to start adding. Doesn’t see this as an energy company, but more as a pipeline. Dividend yield of 8%, which he thinks they can maintain.

HOLD

To him this is a top in silver companies. He is quite happy to hold on right now.

COMMENT

This is strictly a supply/demand scenario. Right now there is so much momentum in other things that he would be shoring up those monies in the areas where he sees momentum coming, and that would be on precious metals.

DON'T BUY

(Market Call Minute.) Not his favourite. He would put money elsewhere.

COMMENT

(Market Call Minute.) He likes this, but would not overweight it, because it is more residential. Likes commercial real estate a lot better.

DON'T BUY

(Market Call Minute.) Not his top pick, and he would be adding into other areas instead.

COMMENT

(Market Call Minute.) Not a bad REIT. Good yield.