Thomas George Rotork PLC ROR-LSE HOLD Mar 02, 2018

Manufactures actuators. An actuator is a sophisticated way of saying an on/off switch for industrial applications, such as nuclear, water, energy, etc. Has a very strong balance sheet. Historically this has been one of the fastest-growing companies in the UK. Dividend yield of 2%. (Analysts' price target is $255.)

This company has exposure to the refinery segment specifically in design and outsources the manufacturing. The balance sheet is very strong with only 3% debt and dividends continue to increase. This is a very high quality company. It is still relatively cheap and he would be a buyer.

(Past Top Pick, Sept. 11, 2017, Up 37%) Strong balance sheet. He bought it when oil markets sagged and he's since done well with it. Currently, though, the stock is a little rich. Add when there's a slight pullback. Has more cash than debt.

This is a UK industrial. They make on/off switches controlled through electricity, gas or oil. The applications are nuclear and refineries. When the Saudis tried to manipulate the price of oil the stock price suffered. They picked it up there and had a very good run since. Very strong balance sheet only 5% debt. Dividend is growing. Had a big run, you can buy this on a discount. Very good company.