Atco Ltd (ACO.X.TO)

A net asset discount play. (25%) Small dividend. This is a holding company. Main asset Cdn Utilities ($50) has a target of $60 which would raise this stock to $58. Trailer construction business will be big with pipeline construction.

Utility holding company. Owns majority stake in Canadian Utilities in Alberta. Good long term hold.

Its an arbitrage in Canadian Utilities. Their interest in CU should be worth about $55 a share and they bought at $42