TOP PICKS:

• Franco-Nevada (FNV TSX) Last purchase in the low $40s.
  Very well-managed royalty streaming company in gold, PGM, and O&G. Conservative way to participate in hard assets with lower volatility than the producers.
• Enbridge (ENB TSX) Last purchased in the high $20s.
  Great North American energy infrastructure play with solid dividend and dividend growth.
• CGX Energy (OYL TSX-V) Last purchase $0.70 bought deal. Speculative oil exploration play in the newly discovered Guyana Basin. Great discovery leverage due to 54-101 of over a billion barrels, Pacific Rubiales just acquired 19 percent of the company, and Sprott is the largest institutional holder.

• Disclosure:	Personal	Family	Portfolio/Fund
  FNV	Y	Y	Y
  ENB	N	N	Y
  OYL	Y	Y	Y