Darren Sissons Thai Beverage PCL TBVPF-OTC PAST TOP PICK Jul 30, 2020

Pan-Asian conglomerate. Have grown there for the last 15 years about 9% per annum. Just bought a Vietnamese beer company. Thinks it's actually on sale here. Likes the exposure to this part of the world. Also a whisky story. A beer company but has the growth of a distilled beverage company. Have some exposure to The Vietnamese Milk Company which is one of the fastest growing company on the planet. (Analysts’ price target is $0.89)

Asia is very inexpensive, money's flown out due to politics. Beer, spirits, and fast food are its primary businesses. Well run. Attractively priced at these levels, with significant upside. (Price target is in SGD.) Yield is 3.11%. (Analysts’ price target is $0.92)

(A Top Pick Jun 11/21, Down 3%) Given the companies size and financial metrics, believes company share prices are discounted. Will continue to hold shares in the company.

(A Top Pick Oct 27/21, Down 11%) August numbers improved, debt down. Higher beta, as it's in EM, so one he tends to trade. Attractively priced at these levels. A bet on rising incomes, tourism, Southeast Asia robust growth profile. Very well run.