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Packager and distributor of low priced CD's. They own content. You'll see them on the discount rack at stores. Just announced their result and where in line with expectations.

Has characterics that he likes in an income trust. In spite of gasoline margins being volatile, they maintain no debt on the balance sheet. Excess cash flow is used to reposition gas stations to build out retail. Payout ratio runs between 75 and 90%.

Just reported. Their propane business is now down to about 40/45% of the total. Reported disappointing volumes, but more important, disappointing margins. Have been selling this one over the past year. Concerned about the propane business long term. Their other businesses are also cyclical businesses.

An excellent company. One of the best REIT positioners of grocery anchored malls. One of the better managed real estate companies in Canada.

Have a portfolio of about 15 generation facilities in the US. 10.5% yield. Did a transaction yesterday that is immediately accretive to earnings, cash flow and distributions. In a sector where there is a huge commonality in types of underlying assets, there shouldn't be this degree of pricing discrepency and saw this as an opportunity.

(A Top Pick May 13/05. Up 6%.) An opportunity to reposition well located properties in urban areas with a very skilled management team. Has external management at this time.

Got beaten up but have recently made a transaction and bought some chemical assets that at a very reasonable price. Payout ratio is acceptable. 10% yield.

Has been a very stable cash flow vehicle. Doesn't own a lot of it. Owns Select 50 (SON.UN-T) which has an SR1 rating where Consumers has an SR2. Can't understand why people in Ontario rent water heaters when you can buy one for a year and a half rentals.

Their payout ratio is very tight. Cash flowing around $0.90 a unit. Dominant in the growing medium area and as climate becomes more extreme you are looking for more controlled growing medium for quality of product. Would like to see their balance sheet a bit better and can see that correcting over time.

A brand new trust. On the IPO, the payout ratio was very tight which doesn't give enough flexibility in the initial payout ratio. This is the "buck a beer" concept bringing a low cost product into a very competitive market. Hope that they don't sting Molsons and Labatt's so bad that they come after them with a price war. Margins are skinny.

Not a bad entry point. Dropped sharply in April as a result of a margin squeeze. With El Nino, tuna were swimming deeper and the costs of frozen tune went up. In the 2nd quarter they were able to pass on some of the increases to their major customers. Payout ratio is in excess of 100%.

Had unbelievably stellar results in Q1 and Q2 last year. They were tight on a payout ratio this past 2nd quarter. He is prepared to live with it longer term. Reasonable long term payout ratio. Good balance sheet.

A core holding. Has a brand name recognition that many investors are comfortable with. Not cheap.

Payout ratio is too high for his liking.

(A Top Pick May 13/05. Up 13.5%.) Still likes the story.