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| Dean Smith of Gluskin Sheff and Associates |
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| BUY | Bank of Montreal | BMO-T | 50.830 | Bonds. Views on this bank are increasingly positive as time goes on. A good one would be 5.2% due 2012. Subordinated debt. | 2009-08-12 | ||
| TOP PICK | Shaw Communication (B) | SJR.B-T | 18.250 | 6.5% bond maturing June 2/14. Very stable company and was recently upgraded to BBB. Have enough cash flow to cover the interest 6.5 times. | 2009-08-12 | ||
| TOP PICK | Thomson Reuters Corp | TRI-T | 36.030 | 6% bond maturing March 31/16. (This is one of the longest durations they have in the portfolio.) Likes corporations with reasonably predictable cash flows. | 2009-08-12 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Greater Toronto Airport bonds 6.5% expiring 2029. That’s a long duration, which will have a negative impact on the price. Keep you duration short on corporate bonds. | 2009-08-12 | ||
| BUY | Brookfield Asset Management Inc. | BAM-N | 20.290 | 2 parts, Brookfield Properties and 60% Brookfield Renewable Properties consisting of renewable power, hydro in NE US and Ontario. Very projectable cash flows and reasonable CapX expenditures. Their properties have about 95% occupancy with about a 4% lease roll over. | 2009-08-12 |
