Jarden Corp. (JAH)

(A Top Pick Oct 29/14. Up 21.84%.) Still feeling very good about this. Just recently made another acquisition to add to their arsenal. Bought a UK company called Waddington, which makes disposable dinnerware. Has a very strong stable brand. Very solid growth and still a very reasonable multiple.

Just announced earnings a couple of weeks ago and surpassed estimates. A multi-brand company, primarily in the US. Very, very well-managed company. Grows by both acquisition and organic growth.

Owns brands like Coleman, Sunbeam, Rawlings Sporting Goods, and even Bicycle playing cards. Great company. Had a good run, but still only trading at about 14.5X next year's earnings. He considers it as almost a hedge on his overweight in the energy area. As you see oil and gasoline prices come down, it puts a lot of money in consumers’ pockets. 16% of their sales for various products goes through Wal-Mart.