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TOP PICK
December 13, 2017

Invests in a diversified range of private companies in North America. A number of their investee companies ran into problems, and at the same time, they got into a dispute with the CRA. It's been a long work-out with a number of these companies, and a few are still outstanding, but most things are beginning to settle and stabilize. Some of the investments have been renegotiated and are beginning to contribute to cash flow again. The main point is that they are beginning to deploy capital again in a very significant way. This has limited downside, but great potential upside. Dividend yield of 8.6%. (Analysts' price target is $23.)

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Alaris Royalty (AD-T)
December 13, 2017

Invests in a diversified range of private companies in North America. A number of their investee companies ran into problems, and at the same time, they got into a dispute with the CRA. It's been a long work-out with a number of these companies, and a few are still outstanding, but most things are beginning to settle and stabilize. Some of the investments have been renegotiated and are beginning to contribute to cash flow again. The main point is that they are beginning to deploy capital again in a very significant way. This has limited downside, but great potential upside. Dividend yield of 8.6%. (Analysts' price target is $23.)

TOP PICK
TOP PICK
December 13, 2017

There’s been a number of base metal companies running a little recently, on the prospect of better copper and zinc markets coming forward, particularly with increasing production globally and demand for these metals. This is very well positioned, but not getting much credit for some of the things they have. Their flagship mine, Constancia, is performing very well. Yield of 0.2%. (Analysts' price target is $12.75.)

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There’s been a number of base metal companies running a little recently, on the prospect of better copper and zinc markets coming forward, particularly with increasing production globally and demand for these metals. This is very well positioned, but not getting much credit for some of the things they have. Their flagship mine, Constancia, is performing very well. Yield of 0.2%. (Analysts' price target is $12.75.)

TOP PICK
TOP PICK
December 13, 2017

There’ve been some challenges in the frozen food area, but these are temporary, and they are going to step in and fix that. There is a new president coming in, which will pay particular attention to their problems. 70% of their exposure is Loblaw's (LB-T). Through the buyback program they’ve initiated, they are going to go through the 50% level once again. Loblaws is the dominant grocer in Canada. Dividend yield of 1.6%. (Analysts' price target is $120.50.)

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George Weston Ltd. (WN-T)
December 13, 2017

There’ve been some challenges in the frozen food area, but these are temporary, and they are going to step in and fix that. There is a new president coming in, which will pay particular attention to their problems. 70% of their exposure is Loblaw's (LB-T). Through the buyback program they’ve initiated, they are going to go through the 50% level once again. Loblaws is the dominant grocer in Canada. Dividend yield of 1.6%. (Analysts' price target is $120.50.)