Brett Hryb

Almost a proxy for the US industrial base. Very diverse and across very many product platforms. Dividend is poised for an increase. Good price. Their financial division is on a slow recovery mode.

Generally likes travel companies because of consumers starting to come back. Biggest concern he can see is a slowdown in Europe travel.

New product coming out in September. Also announced a tablet for January. With product cycle behind them, they have definite advantages with a change in the tiering system for mobile broadband in US from AT&T, which would favour this company over an iPhone. Only trading around 11 times.

Pure play in expansion of broadband. Strategy has become more aggressive attacking the data centre and getting into areas that they traditionally didn't get into such as blade servers. Relatively cheap and growth looks fantastic. Start establishing a position now.

A really challenging stock. Cash flow generation and earnings ex the Gulf is great and is more than enough right now is more than enough to cover expected expenses of the spill. However, headline risks continue to accelerate. Would be extremely cautious.

Tied in to basically all cell phone manufacturers globally. Wide breadth of products. Provide chips that enable a lot of cell phone functions and features. With the news coming out from Rim (RIM-T) and Apple (AAPL-Q), demand for the product has increased.

Management skill avoided a lot of the issues, especially with the subprime. All US financials are getting hit with headline risks because of financial regulation discussions.

Relatively stable store growth in North America but the big growth is Europe, Asia, China and India. Launching a new product, single serve coffee, for the home, which has great potential.

(A Top Pick May 13/09. Up 28.38%.) Very solid company and good dividend growth.

(A Top Pick May 13/09. Up 63.4%.)

(A Top Pick May 13/09. Up 38.39%.)

Gaming stocks, as well as electronic arts, have been challenged recently. Has a new product, Star Craft II coming out and it looks like demand will be pretty strong for it. Because it is subscription based, it has an ongoing recurring revenue stream. If you own, take profits when the Christmas numbers start coming out.

Benefited when consumer was concerned about the future. As consumers started to get more confidence, they began moving to branded names. Good core position though.

Longer term, the Cadbury acquisition makes sense. Food industry is relatively stable at this point. Commodity prices have dropped, which has helped their margins. 3.9% dividend.

Security in general is a good place to be. Has had its challenges but going forward you could own the stock.