Slate Grocery REIT T.SGR

Primary Symbol: T.SGR.UN Alternate Symbol(s): SRRTF

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Slate Grocery REIT (the REIT) is a Canada-based open-ended mutual fund trust. The REIT focuses on acquiring, owning, and leasing a portfolio of grocery-anchored real estate properties. The REIT has a portfolio that spans 15.2 million square feet of GLA and consists of 116 critical real estate properties located in the United States of America. The REIT owns and operates real estate infrastructure across United States metro markets. The Company's properties include Centerplace of Greeley, River Run, Sheridan Square, Flamingo Falls, Northlake Commons, Countryside Shoppes, Creekwood Crossing, Skyview Plaza, Riverstone Plaza, Fayetteville Pavilion, Clayton Corners, Apple Blossom Corners, Hillard Rome Commons and Riverdale Shops, Hocking Valley Mall, North Lake Commons, Eastpointe Shopping Center, Flower Mound Crossing, North Augusta Plaza, among others. The REIT's investment manager is Slate Asset Management (Canada) L.P.

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Slate Grocery REIT

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Post by simonquinnon Oct 05, 2012 3:52pm

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Post# 20454407

REAL PICKS FROM JAY TAYLOR

Gold Producers in the Catbird Seat: Jay Taylor

TGR: In mid-March, you exited 75% of your equity positions to build a cash position. How did you decide which companies to keep, and what did they have in common?

I like Sandstorm Gold Ltd. (SSL:TSX.V) a lot.

My favorite company in the A-3 or A-4 category would be Eurasian Minerals Inc. (EMX:TSX.V)

JT:Petaquilla Minerals Ltd. (PTQ:TSX; PTQMF:OTCBB; P7Z:FSE) is my top pick right now

JT: I would call Sandstorm my No. 1 pick among producers because of its streaming model.

I also like OceanaGold Corp. (OGC:TSX; OGC:ASX), a New Zealand producer.

Dynacor Gold Mines Inc. (DNG:TSX) is another favorite.

Paramount Gold and Silver Corp. (PZG:NYSE.A; PZG:TSX) has deep pockets and lots of money in the bank. It has AMAX Gold Inc.'s old Sleeper mine in Nevada and some very promising gold and silver projects in Mexico.

Aurvista Gold Corp. (AVA:TSX.V) in Québec has on the order of 2 Moz in an open pit. I like the management and some deep pockets are behind the company.

Esperanza Resources (EPZ:TSX.V) also looks really good. It is a gold-silver company in Mexico, with strong management behind it.

In Brazil, Magellan Minerals Ltd. (MNM:TSX.V) looks good. Sandstorm recently came in and is providing some capital to move it forward.

I like Rye Patch Gold Corp. (RPM:TSX.V; RPMGF:OTCQX) a lot, although it is in dispute with Coeur d'Alene Mines Corp (CDM:TSX; CDE:NYSE) over claims that Coeur d'Alene failed to keep up and Rye Patch grabbed.

Pretium Resources Inc. (PVG:TSX; PVG:NYSE) has strong management and a super-big, world-class gold deposit in northwestern British Columbia. This is an extremely good story.

Victoria Gold Corp. (VIT:TSX.V) has about 2 Moz in the Yukon. Pelangio Exploration Inc. (PX:TSX.V) is an A-4 company in Ghana. It is outlining an open-pit deposit and a promising underground target that is more elusive and difficult to prove up the ounces on.

I like NioGold Mining Corp. (NOX:TSX.V; NOXGF:OTCPK) because Aurizon Mines Ltd. (ARZ:TSX; AZK:NYSE.A), one of my A-1 companies, is spending a lot of money to develop an underground deposit nearby in Québec.

I wish I could be more bullish on the A-3s and A-4s. They are doing good work and have a lot of good prospects. But this environment of illiquidity and insolvency issues is hard on them

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