First Capital Realty (FCR.TO)

Is one of the safest. 4.5% yield. Very low beta. Great uptrend. Likes the stock for this environment.

(Top Pick Feb 15/13, Down 1.29%) Bought last Oct and is up on his position. Low beta stock and pays a reasonable dividend but he thinks this won’t correct much during this correction.

Great real estate investment company. Have one of the best balance sheets. A lot of good development potential on some of their older properties. Very good management team. Very difficult share structure to figure out. (Doesn’t own, but does own their bonds.)

Tremendous portfolio. Grocery and drugstore anchored strip retail in the big 6 retail markets in Canada. Strong management. However, they have struggled to generate sustainable cash flow per unit growth, so the NAV is strong, assets are irreplaceable but what you want to see are these acquisition, developments and redevelopments translate into cash flow per unit growth. Have the best investment grade rating in Canada in the real estate space.

(Top Pick Oct 5/12, Up 5.66%) About a 4.5% dividend. Lower volatility and higher yielding stock. Still a decent stock. This is not a REIT. This has a low beta and a long up trend.

(A Top Pick Dec 7/12. Down 1.49%.) Owns a number of small high-end shopping malls. Very stable tenants. Stable cash flow. A classic example of a low beta, high dividend and long-term uptrend stock. 4.5% dividend. It will go up very slowly but doesn’t really have much downside to it. Pretty safe bet.

Feels there is a little bit of legs left in the market but eventually there might be a little bit of reckoning coming. He has moved a lot of his portfolio into low beta, lower risk, higher dividend type of securities. This is not a fast grower but it pays 4.5% dividend and the beta is around .55.

(A Top Pick Oct 5/12. Up 1.84%.)

Everyone is mad at them. They have come with too many issues. Have been selling a bunch of properties that don't make sense. They are constantly creating value.

Has a long-term trend line from early 2009 and has now pulled back to that trend line. Decent dividend at about 4.5%. Low beta.

(Market Call Minute.)

(Market Call Minute.) Buy at $18.50 or better.

Very defensive. Just did another issue with some warrants, etc. Very conservative. Good sturdy business with drugstores, groceries and liquor stores. 4.5% dividend yield.