AltiusMinerals Corp (ALS.TO)

Ranked as a 4 in his system, which is high praise. Holds management team in high regard. Wonderful asset allocators and patient investors. Recently entered into royalties for renewable energy.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Growth has been good and the balance sheet is decent. The royalty properties are solid. They have some potential to grow dividends. Valuation is high at 29x earnings for a small company. Management has done a good job and the sector remains good. Unlock Premium - Try 5i Free

(A Top Pick March 2/17, Up 8.5%) A high-quality Canadian company. A brilliant team that's generated substantial free cash.

Superb team. He's a founding shareholder. Generates $45 million a year in EBIT. Has great royalty income. Their allocation of capital sets them apart from other mining companies. Active in Canada and worldwide in many commodities. (Analysts’ price target is $16.42)

Brian Dalton runs this and has had a remarkable long-term success and patience with the company, which is in diversified base metals. His royalties in the 1st year, which was only $3 million, is now $60 million. Dividend yield of 1.1%. (Analysts' price target is $16.)

Continues to be very Long and a very strong holder. World-class Canadian allocators of capital and world-class land spread. Perfect practitioners of the joint venture business model, and great merchant bankers in the mining business. An absolute “must own” in a junior portfolio. The knocks against the company will be that they have a lot of coal revenues, as well as their leverage to potash.

(Top Pick Sep 28/16, Up 10.06%) It is a core holding in any junior resource portfolio. It is an extremely well run company. It is a first quality company with first quality deposit.

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%.