Norman LevineKuehne + Nagel Intl.KNIN-VXPAST TOP PICKMay 02, 2014

(A Top Pick July 25/17 Down 5%). This is the biggest logistics company in the world, based in Switzerland. They manage warehousing around the world and could be impacted by the current trade rhetoric.

Their current drop-off is tied to Trump's anti-trade stance. Currently on sale, for only the third time in 20 years. Has more cash than debt. Attractive dividend of 3.9%. Geared to global trade. (Analysts' price target $164.08)

A Swiss company. It is the largest in the logistics industry. Moving and warehousing goods. They are a major beneficiary of global trade. They have net cash after debt. Freight on the seas and rails. (Analysts’ target: 154 Swiss Francs).

(Top Pick May 2/16, Up 13%) A Swiss, international company - the biggest in the world. They are a bet on world GDP.

Swiss exchange and on the pink sheets in New York. If you believe in growth in global trade then you want to own this one. They have a lot of cash and no debt.

The largest freight forwarder in the world, and is based in Switzerland. This trades in the Pink Sheets, so it effectively is an unofficial ADR. It runs at about Fr.140 a share, so is pretty expensive in US currency. If you don’t mind paying up, you are going to get about a 4% dividend.

(Top Pick Apr 24/13, Up 17.50%) They are a logistic company. Virtually no debt. They may approve a special dividend this year. This company grows on a multiple the same as the global economy.

They move products and support groups that want to do importing across the border. Assist in air, sea and rail. Very attractive dividend and a very strong balance sheet. Have $1 billion in cash and $29 million of debt. Typically grows at a multiple of GDP. Good yield of 3.31%.

(Swiss Exchange.) World’s biggest logistics company. Tied into world economic growth. The more growth there is, the more trade goes on between countries and the more business there is for this company. A defensive stock which is closely held by the family. Yield of 3.31%. Sees good earnings growth here.