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Every year we publish one of our favorite ideas for the coming year. Last year our top pick was Westaim (WEDXF). The company has done fine, with a total return of about 15% this year. It continues to be a great value today. For 2020, we are turning our attention to a sector that is undergoing a tidal wave of change in the wake of cord cutting. Where can you find value today? One interesting place to go looking is in telecom, media and sports rights.