The spin off MGM Resorts -- the casino operator. The properties are leased back to the casino operator. The lease is low cost to the REIT. A strong business set up for the macro risks out there. A relatively new REIT structure that could catch on with investors. Yield 6.27% (Analysts’ price target is $35.73)

They operate RV and manufactured home parks -- a true land business without large capex requirements. Rents can increase substantially. Yield 1.97% (Analysts’ price target is $144.00)

The largest owner and operator of temperature controlled warehouses in the US. Part of the food supply chain -- on trend. They are partnering with the largest food suppliers in the US. Yield 2.12% (Analysts’ price target is $39.79)

Pays a good yield, but there isn't much growth. She wants utilities for the yields but also cash flow growth. The Ontario government still owns 47% of this company so it's possible they could sell down and get involved in the company's operations.

She's done very well with it. Litigation about opiates is the overhang, and just got a negative ruling on their anti-psychotic drug. Their drugs are doing well, but there are a lot of negative headlines. They may continue selling off troublesome drugs. They remain very profitable but also volatile.

All utilities have done well in 2019 and renewables will continue to grow. BEP also has global presence. Wait for a pullback to get in.

Outlook depends on global growth which as been decelerating. Teck is paying off its debt though. She holds very few cyclicals, including mining. She won't touch base metals until the global economy improves. We're late in the cycle.