Principal Financial Group (PFG-Q)

Quantitative metrics led to him selling it this week in order to buy other names.

(A Top Pick Aug 22/16. Up 50.26%.) This is really 2 companies, insurance and a provider of 4O1K in pension plans, which is a great business. There was some concern about this company, because of new regulations from the Obama administration, which have been delayed for about 1.5 years. Has a terrific cash flow.

(A Top Pick Aug 22/16. Up 21.82%.) Feels that there is still some room left in the stock. Of his 3 past top picks, this is the only one that he would buy. Good dividend yield and very high free cash flow yield. It is half insurance and have mutual fund. On the mutual fund side, they are mostly providing pension benefit services, which are going to probably get easier on administration.

It is leading since about last Feb. Before that it is quite beat up. They are in pension plan provision as well as being an insurer. Nice dividend yield and 8% earnings yield.