Liberty Media Corp (FWONA-Q)

Just spun off a large non-voting class of shares. This is something that he thinks everybody should continue to hold. John Malone is probably one of the best cable and media czars out there. Pretty attractive at these levels.

(A Top Pick Oct 16/12. Up 37.79%.) Spun off Stars Network TV show, so his return would have been even greater. He held the spinoff for a short period of time and sold it when it basically doubled. This one gives you a 50% plus weighting in Sirius XM Satellite plus a bunch of other holdings. Still likes.

(A Top Pick October 16/12. Up 59.34%.) This has always been a large conglomerate of media holdings. They spun out The Stars network in January. Still likes.

Sirius radio 50% control. A mature name with good diversification. They are going to get a good chunk of every move in Sirius Satellite. They also own the Stars Network and Atlanta Braves. An excellent company.