Middleby Corp. (MIDD)

(A Top Pick Sept 20/12. Up 81.28%.) Have been growing organically, but also through acquisitions. Supply some of the major restaurants and fast food companies with ranges, cook tops and kitchen food service type equipment.

(Top Pick Jan 10/12, Up 58.53%)

(A Top Pick Jan 10/12. Up 38.52%.) Supply industrial kitchens, mainly into restaurant chains. Good management. Recently acquired Viking Range Corp. Growth by acquisition via cash flow generation so they don’t get buried by debt. They have endless scope for expansion of contracts.

In the business of commercial ovens, ventilators and heat equipment for commercial restaurants. Very acquisitive. Made 7 acquisitions last year which were accretive to the business right at the get-go. Only made one acquisition this year but they are doing very well in earnings progression and revenue progression. Still has room to run.