Gavin Graham Beam Inc BEAM-N TOP PICK Feb 24, 2012

This is the maker of Jim Beam, biggest bourbon producer globally. Also, has Canadian club whiskey, Teacher's whiskey, tequila, brandy companies etc. Could be an interesting takeover target. Yield of about 1.3%.

Canadian Club, Teachers Whisky, etc. 30% over the last couple of years but not a lot this year. It is a takeover target. 20% of sales from emerging markets.

(A Top Pick May 31/13. Up 29.53%.) Is being taken out at $83.50.

(A Top Pick May 31/13. Up 29.97%.) Was being acquired last spring, and he sold into the offer.