TJX Companies (TJX)

(A Top Pick Dec 22/15. Up 8.88%.) Off-price merchandiser. The nice thing is that in a good or bad market you don’t have to worry about this. Management is as good as it gets in the industry.

The parent of Winners stores. They have a number of brands in Europe, Canada and the US. Have a really fantastic advantage in pricing. When the market goes down, people stop spending, so they mark down the price a little bit and keep the volume going. When things get better, they can raise that pricing. Dividend yield of 1.12%.

A defensive business model. They have solid growth and he likes this in this environment.

Off-price clothing retailer. Winners is their big Canadian brand. This company is really winning on the discount side. They are not competing in the premium space. Dividend yield of 1.2%.

This has been a fantastic trade. Has gone from January 23 until April 12 and has done extremely well year after year after year. This year they came out with some good earnings and it pulled through and outperformed the S&P 500. However, the trade is finished now. If you own, you could hold on until it breaks its trend line at around $46 and that would he a definite exit point.

A phenomenal stock. Chart shows a three-year upward trend and there is no indication that it has even reached a peak. Seasonal strength is usually from the middle of October to around about April. This one is a winner.