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GECC 5.68% bond maturing Sept 10/19. New issue this month. Likes the 7 to 12 year space. Very good credit at a AA high. Company has passed the worst part as far as their ability to fund in the market. If you have a little more risk profile and you want growth, you could buy the stock.

9.976% bond maturing June 30/19. Price is a bit expensive at $126 so it may not appeal to individual investors. A safer way than using the common stocks as it puts you higher up on the structure. In balanced portfolio he would use a different bank for the stocks.

9.523% bond maturing June 30/19. Thinks TD is one of the best in breed. Likes it as a lower risk bank investment.

(A Top Pick Oct 9/08. Up 8.61%.) GE CAPITAL CANADA FINANCE June 7, 2010. Sold this shorter-term holding in order to go into a longer-term bond.

(A Top Pick Oct 9/08. Up 16.71%.) RBC Capital Trust bonds Dec 31’13.

(A Top Pick Oct 9/08. Up 7.98%.) This was basically to allow retail investors to participate in the bond market. Represented 5-year Gov’t of Canada return.

Provincial government bonds. Most provinces issue debt from 1 to 30 years. The more liquid ones would be the provinces that are in the most debt such as Ontario, Quebec, BC and Alberta. On a 10 year term you are looking at about anywhere is from 75 to 100 basis points over a government bond give you lower-mid 4% yields. He is currently underway to this sector as he prefers corporate bonds but he does have exposure in the 30-year provincials.

XSB-T (iUnits Short Bond Market) and XBB-T (iUnits Cdn Bond Market) is not a bad way to participate in the bond market. This is a low-risk way of playing but potential returns are going to be low as well. As an active manager he would prefer you to be in a fund or individual bonds.

iShares Cdn Corp Bond E.T.F. If you want to play bonds through an ETF, he would do it through corporate bonds. Fairly good quarterly dividend.

Claymore 1-5 yr Government Bond ETF. Short term in nature and he would encourage you to look out further on the yield curve into a mid term or universe type product and preferably corporates.

Claymore 1-5year Ladder Corporate Bond ETF. Short term in nature and he would encourage you to look out further on the yield curve into a mid term or universe type product and preferably corporates.

Based in Chile. Largest, lowest cost producer of potassium nitrate, lithium carbonate and iodine. Potassium nitrate is more valuable and stable than potash and very important fertilizing. Lithium carbonate used for powering small electronics and possibly future electric vehicles. Iodine is needed for medical purposes, especially radiation treatment. Possible takeover target.

Global engineering, construction and power equipment. Very exposed to energy, particularly in building refineries and petrochemical complexes. Builds the largest clean coal plants globally because of their technology. Had a lot of trouble when they acquired a lot of companies and created a lot of debt 6 - 7 years ago. Contracts are now starting to flow again.

(French exchange) French outsource catering services and facility management. Also has a voucher business. It is important to have secular growth companies in any portfolio. Grows year in, year out regardless of the economic cycle.

(A Top Pick June 29/09. Up 22%.) Great infrastructure story that is going to continue to grow. Generated 114% ROE last year. Incredibly cheap. Great management. 6% yield. When they convert they will continue as a dividend paying Corp. with effectively the same yield.