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| PAST TOP PICK | 0.010 | Charles Lannon | (A Top Pick Apr 23/09. Up 25.8% excluding distributions.) Unusual REIT in that its assets are twofold. #1 in asset share in terms of Hong Kong parking lots as well as about 3 dozen shopping malls between Hong Kong subway system and residential housing. A lower risk way of playing the Chinese economy. | 2010-04-29 | |
| PAST TOP PICK | 0.010 | Charles Lannon | (Top Pick Feb 17/09, 24% Capital Gain) Still own. In Hong Kong, containing shopping malls and parking lots. Small investments gave dramatic increases in revenue. Distributions increasing. | 2010-01-26 | |
| PAST TOP PICK | 0.010 | Charles Lannon | (A Top Pick Feb 17/09. Up 15.24%.) | 2009-09-30 | |
| TOP PICK | 0.010 | Charles Lannon | REIT. Owns shopping centers in Hong Kong. Years of strong distribution ahead of them. | 2009-04-23 | |
| TOP PICK | 0.010 | Charles Lannon | Largest REIT in Asia by market cap. Assets are shopping malls that are interspersed between transits and housing giving them a captive market. Balance sheet is great with an A credit rating. | 2009-02-17 | |
| TOP PICK | 0.010 | David Driscoll | (Hong Kong exchange) Parking garages and shopping malls. Closing small shops and putting in high retailers. Just raised dividends to close to 6%. Very cheap. Trading roughly 8 X future earnings and about 4 X cash flow. | 2008-12-12 | |
| TOP PICK | 0.010 | David Driscoll | Own shopping centres and parking garages in Hong Kong and are one of the leaders. Earnings are up 13%. Just increased their dividend by 5%. Have plenty of cash. | 2008-11-13 |
