Camellia PLC (CAM.L)

One of the largest dividend rising trends in the UK. One-third of the capitalization is in cash. A well-run company with holdings around the world. It is worth double the share price if all assets were valuated. A world-class company offering high-quality products. Yield 1.2%. (Analysts’ price target is 14,000 GBP)

(A Top Pick Jan 12/16. Up 1.32%.) A UK-based global agriculture company. 2^nd largest tea producer in India, but the largest producer of high-end Darjeeling teas. Operations in Brazil and Australia, and a winery in South Africa. A very diverse company. Has no debt and is incredibly cheap. One of the longest track records in London of raising dividends every year for over 40 consecutive years.

A London-based company and the 2^nd largest producer of tea in India, largest producer in Malawi and Bangladesh, but only the high quality teas in Darjeeling that command premium prices. They do everything from citrus and nuts in California, farmland in Brazil, a private bank in the UK. Have no debt and have a healthy cash position. This company is selling at such a wild discount to intrinsic value. Have had one of the top 5 longest track records in the UK of raising their dividend every year, for over 40 consecutive years. Dividend yield of 1.5%.

(A Top Pick Oct 7/13. Up 3.09%.) Second largest producer of tea in India, major producer of tea in Malawi and Bangladesh, citrus in California, farmland in Brazil, winery in South Africa and a private bank in the UK with some engineering companies. Very diversified. An amazing operation. Zero debt. One of those longest track records of rising dividends in the London market. Thinks it is trading at 50% of its actual intrinsic value, with properties that are just phenomenal assets. Hard to buy, but a really cheap stock. A Buying opportunity.

Second-largest owner of tea plantations in India. Has a collection of global agriculture assets. Incredibly conservatively run. Sitting with a huge cash position. Probably trading at half its intrinsic value. Believes it has the longest record of rising interest rates on the London Stock Exchange.