AltiusMinerals Corp (ALS.TO)

The market is a little ahead of itself and this one has been ignored. They are high quality allocators of capital. It is a very high quality name. Management is seasoned. FFH-T is making a large investment in them. (Analysts’ target: $15.00).

(A Top Pick Nov12/15. Up 1.3%.) Very diversified. They bought the old CPR mineral royalty estate, so are active across Canada. Management is an extremely good allocator of cash, and technically very astute.

Very high quality people. Brian Dalton is one of the best young allocators of capital in Canada. Has built very large money from turning mineral properties to account. He has a very large royalty portfolio in the company. Lots of free cash flow and lots of working capital. Dividend yield of 1.16%.

(A Top Pick Aug 7/14. Down 18.48%.) This has been a tremendous Canadian success story. Has a big royalty package in the US including the Voisey Bay Royalty. The type of stock that people who can afford the risk of being in the junior market have to own. Wonderful balance sheet, and wonderful free cash flow, and a manager who has spent his whole career in one company, this one that he founded. He is a fantastic steward of capital. Good price. Dividend yield of 1.04%.

(Top Pick Aug. 7/14, Down 3.37%) Extremely well run company. He supports the balance sheet. They have coal, potash and more in terms of a royalty inventory in Canada.

They have the nickel royalty for Voisey Bay. The nickel market is so messed up with Indonesia banning exports. You might be able to get the stock relatively inexpensively soon.

This is the unknown royalty company. They bought the royalty package from Sherrit, that was the old CP royalty package. He knows those assets extremely well. Feels this is the best collection of brainpower, cash and royalty cash flow relative to market cap available on the planet.

(A Top Pick March 6/12. Down 4.52%.) A fantastic company. Management has done a spectacular job. About $180 million in the kitty. Extremely conservative financially.