SGS SA (SGSN-VX)

A testing company, testing food, chemicals and oil that comes out of the ground. Has a great track record of growing its dividend, something like 18% annualized over 15 years. They had a rough patch in 2013, 2014 and 2016 in line with the decline in mineral and oil prices. There is a better outlook for both those markets and the stock should move higher. Dividend yield of 3%. (Analysts' price target is 2,460.53 CGF.)

(A Top Pick May 26/15. Up 16.95%.) The biggest in the world in tests and measurement. All kinds of products and commodities have to be verified that they are what they are and that the weight is what it is. A highly fragmented business, and this company has offices around the world. A really good business.

Trades on the Zürich stock exchange as well as the pink sheets in the US. The biggest in the test, measurement and verification business globally. When companies produce products, commodities, etc. their laboratories make sure that what they are selling is what they said they are selling. Hasn’t been a good performer in the last little while, which caught his attention. Replaced the CEO in the 1^st quarter of this year and he thinks the new CEO is going to help their Chinese business. He is also a cost cutter. The dividend grows on a regular basis.