Darren Sissons MTR Corporation Limited. 0066-HK PAST TOP PICK Aug 14, 2012

(Top Pick Mar 1/12, Up 13.14%)

(A Top Pick March 1/12. Up 19.72%.) Subway operator in Hong Kong and also has operations outside of Hong Kong. Still likes.

Hong Kong rail company. Core operations are running a subway, but because of the density of Hong Kong it owns the subway stations and the retail operations which they charge rent. Very attractive growing dividend. Has 2 operations in China as well as management contracts in Sweden, Australia and the UK. Dividend yield of 2.53%.

They are going to add 5 new subway extensions so that about 25% of the Hong Kong network will be increased. They own all the retail upon which that land is developed. Have international operations. Good balance sheet.

(Top Pick Apr 24/13, Down 2.85%) They raised the dividend. Global operators of rail companies. Very good balance sheet, progressive dividend. Upside without a whole lot of risk.

Going to add 25% to its network in Hong Kong between now and 2017. Has been weak lately because it had a couple of PR issues. There is definitely going to be earnings growth and the balance sheet is very strong. Likes it long-term. Dividend is sustainable.

(A Top Pick Oct 24/13. Up 8.55%.) The biggest subway operator in Hong Kong. They are going to have a 27% track expansion between now and 2017. Also, have operations in China, Sweden, Australia and the UK.