Date updated:08-13-2008
Focus on yield with moderate mid term upside

-
BMO
Bank Of Montreal - $46.59
- -1.69%
- $46.69
Highest yielding, RELATIVELY secure Canadian bank. Yield now 6%+

-
GE
Gen Electric Co - $15.33
- +6.24%
- $14.98
Yield, plus mid term growth spurred on by Asian exposure...solid

-
HR
Healthcare Rlty T - $19.98
- -0.94%
- $19.89
High yielding income trust in Canada, focused on downtown commercial office buildings

-
RDS.A
Rds.a - $0.00
- N/A
- $N/A
Integrated oil & gas - exposure to EP plus downstream/oil sands/chemicals - balanced exposure between developed and dveloping world. Good yield.

-
RCI
Rogers Commun Cl - $29.93
- 0.00%
- $N/A
Cheap way to play in Canada's mobile telecom sector. Should be a money pump with capital spending now out of the way. Canada's iPhone retailer.

-
RY
Royal Bank Of Can - $51.34
- 0.00%
- $N/A
Canada's biggest bank...less int'l exposure and good yield for the value now.

-
TCK
Teck Resources Cl - $30.85
- 0.00%
- $N/A
Canada's largest remaining miner with exposure to Cu/Zn, and now C with the accretive acquisition of Fording . Future takeover, but upside to $C60 and 2.5% yield.

-
USB
Us Bancorp - $23.73
- -1.04%
- $23.57
US Bancorp - probably best of US banks - yield > 5%, good upside in share price over time, low exposure...good value at this level and hedge for the USD.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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