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| PAST TOP PICK | 3.030 | Jaime Carrasco | (A Top Pick Nov 28/08. Up 25.47%.) | 2009-10-29 | |
| PAST TOP PICK | 3.030 | Jaime Carrasco | (A Top Pick Nov 28/08. Up 25.47%.) Rolled over to the Sentry Select Mutual fund. | 2009-09-04 | |
| PAST TOP PICK | 2.440 | Jaime Carrasco | (A Top Pick Nov 28/08. Down 0.47%.) Likes the yield. | 2009-05-22 | |
| DON'T BUY | 2.430 | Michael Sprung | (Market Call Minute.) A little bit wary of buying into the fund companies right now. They are being hit with redemptions. | 2009-02-02 | |
| TOP PICK | 2.650 | Jaime Carrasco | 24% dividend yield. Great management. Will be changing to a diversified dividend paying structure. For people looking for more stable cash flow. Great price. | 2008-11-28 | |
| Comment | 5.390 | Michael Sprung | Suffered very badly with the government’s ruling on trusts. They have been slowly crawling back. Has been adept at picking up market trends over the years. | 2007-05-28 | |
| BUY | 4.750 | Sandy McIntyre | Big hit on Nov 1st. Underlying portfolio is performing very well. Stock price has not performed well. With more government clarity, perhaps selling pressure will dry up. | 2007-04-13 | |
| Comment | 4.620 | Glenn MacNeill, P.Eng. | Was hurt by the tax on trusts. Company related, so he cannot make a recommendation. | 2007-04-04 | |
| DON'T BUY | 4.800 | Michael Sprung | A financial company that has put a lot of emphasis into income trusts that last couple of years. A bit of a question mark, particularly going into year-end, when there could be a lot of redemptions in that area. | 2006-12-08 | |
| BUY | 6.040 | Glenn MacNeill, P.Eng. | Has a broad exposure to the REITs, commercial and industrial trusts. Pays out 7/8% before you take in the special distribution that they've been able to pay in the last little while. A nice conservative way to play the trust market. | 2005-07-08 | |
| BUY | 5.390 | Glenn MacNeill, P.Eng. | Part of his company. Significant amount of REITs exposure. | 2005-04-29 | |
| BUY | 5.140 | Peter Brieger | Great management. | 2004-09-29 | |
| BUY | 5.050 | David Baskin | A good, safe way to diversify in income trusts. Distribution is good. | 2004-09-09 | |
| BUY | 4.310 | Michael Smedley | Attractive. | 2003-02-03 | |
| BUY | 4.280 | Sandy McIntyre | Safe Harbour. | 2003-01-09 | |
| BUY | 4.290 | Sandy McIntyre | Increasing distributions in expectation of oil price increase. | 2002-01-29 |
