Paddy Power Betfair PLC. (PDYPK-PK)

(A Top Pick April 4/16. Down 17%.) This is the benefit of having cash on the sidelines so that when a stock goes down you can dollar cost average. He is now actually back to breakeven. This is a betting company. They are online. They have kiosk and telephone making in Britain, Europe and Australia. Just started in New Jersey in the US. The stock price dropped because of their merger with BetFair (?) last year, so they had a lot of overhead costs, but they were still able to come through with roughly 16%-20% growth in revenues, profits and a dividend increase. This is now starting to come back, and he would have no problem buying more.

(A Top Pick April 4/16. Up 0.37%.) This is a betting shop out of Ireland. They also have assets in Australia. They pretty well dominate the Internet for betting. Growing at roughly 30% per year.

They are in Australia, Italy and the UK. Most of it is on line, and much higher margins. They paid a special dividend post-merger. The dividend has been growing quite nicely. The growth rate is quite good.