Just a quick FYI, fwiw:

Zachary Curry, COO and Portfolio Manager, Davis Rea made a brief comment on CPG this morning. Start watching at around 4:40 where he said s'thing to the effect of "...interest rates staying low is a thesis of ours; looking for income is very important . We feel a large part of our return will be from income. A recent purchase of ours is Crescent Point Energy in the energy sector - a good company, strong dividends, 7.6 % yield, that's the kind of investment we are looking for but we are not jumping in with both feet right now..." He went on to explain the reason for this being that they are pessimistic (on a macro level) for next year and that's why they are happy holding cash right now  http://watch.bnn.ca/#clip823464