Poised For Breakout on Positive Results, page-22

can't go past the yield, low PE, trading below book value and in a safe industry. their profit and div continue to grow. i'll be adding more. AVJ is a no brainer at thee levels. it would still be cheap if it were trading in the 80's

their leverage is way way lower than some of the highrise developers exposed to WA. very conservative. just don't understand why this isn't recognised in the price... but i'll just take the dividend in the meantime. i think its the best kept secret in town

the high yield portion of the portfolio comprises 5 stocks and this is my second largest holding of those.