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Preferred Shares. Be careful what kind. Floating rate preferreds have gone down. The coupon gets reset. Fixed coupons have done well, but be careful of the credit risk. It is a good way to supplement the income and to diversify the risk.

Real estate outside of North America. It used to be the German Post Office. Management recognized single tenant concentration risk. They now have exposure elsewhere in Germany and other parts of Europe. The yield is attractive and sustainable.

Mortgage REITs. Mortgage rates are close to historic lows. If they go back up it would benefit the US mortgage REITs. Income is declining because the end of the yield curve is declining. If they go back up, then so should the mortgage REITs.

30% market share of the global concert industry. They make acquisitions and are increasing their penetration with secondary ticket sales. Good long term growth potential.

Exposure to several downstream entities. Good exposure to inflation protected cash flows. The fee income from their assets is increasing. This should cause the stock to get re-rated and move higher. There is significant upside in the next 12 months.

It made a transition over the last 10 years to pharmacy benefits. It pulled back and only trades at 15 times earnings. It has great growth potential if you consider the aging demographics. A strong labour market means more people are spending more on healthcare.

(Market Call Minute) Better risk reward in other parts of the Canadian REIT market.

(Market Call Minute) Well diversified good management team, decent yield and good payout ratio.

(Market Call Minute) Global name probably preferred to DRG.UN-T, which was commented on earlier in the show.

(Market Call Minute) He sees some value in apartment REITs in the US that are listed in the US.

(Market Call Minute) He prefers the auto parts companies to the OEMs. We saw a hiccup from Ford. They are well diversified.

(Market Call Minute) Results look good. Good free cash flow yield and good growth potential.

(Market Call Minute) He is not comfortable with the lack of visibility to long term growth. He is staying on the sidelines.

(Market Call Minute) Prefers Cinemark Holdings (CNK-N) in the US.

(Market Call Minute) Two thirds of their portfolio is from renewable, stable power generation assets. Little commodity price exposure and good valuation.