Michael Bowman 1stTr ISE Global Engineering and Construction FLM-N TOP PICK Dec 18, 2013

All 3 Top Picks are built on the theme of worldwide growth. Large engineering/construction companies. In this one they had to have 70% of revenues from large megaprojects.

Michael Bowman

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(Top Pick Dec 18/13, Down 10.33%) Liked the construction part of the market place. They got hurt in the oil infrastructure area. Companies in this ETF have big companies with big projects. It is only down 10%.

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Michael Bowman 1stTr ISE Global Engineering and Construction FLM-N TOP PICK Dec 18, 2013

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