Givaudan SA (GIVN-SIX)

His positions are unhedged, so there's been significant currency upside on this name. Stable, well run, tuck-in acquisitions.

It's Swiss, so it trades at a premium to the CAD. GIVN is the global leader in fragrances and flavours (like the scent in Tide). Have a safe, tuck-in acquisition program. It serves best of breed clients. Buy it on sale when it dips. Looks at the dividend and total return not in Swiss francs, but in CAD.

(Top Pick Nov 7/12, Up 40.52%) Reported results this week that were in line. World leader in flavors and fragrances. Everybody is touching a product from when they wake up until they go to bed. Growth story has been the emerging markets, such as Brazil where the women use on average 26 products containing their fragrances per day. Sustainable, 2.9% safe dividend that will probably grow.

(Swiss exchange) Global play and does a great job of picking up share in the emerging-market. Half their revenue now comes from developing markets. Great free cash flow. Not the cheapest. Trades at about 17-18 times forward earnings but they’ll have double digit growth. It’s a cash machine.