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PAST TOP PICK
(A Top Pick July 12/07. Up 18%.) (London exchange.) #1 defence contractor in the UK and #5 globally. Have a contract with the Saudis for some planes.
Don ReedOwned
contractors
TOP PICK
(Russian exchange.) Largest natural gas company in the world. Russian government owns about 50%. Sells their gas through Europe.
Don ReedOwned
oilgas
TOP PICK
Has a tremendous land bank in Hong Kong but are also going into mainland China. Has come off its high so there is good room to move.
Don ReedOwned
property mngmntinvestment
TOP PICK
Telecommunications. 371 million cell phone subscribers. Chinese government just approved the sale of blackberries about six months ago, which they sell. 6 to 7 million new subscribers per month. Has come off its high so there is good room to move.
Don ReedOwned
Telecommunications
PAST TOP PICK
(A Top Pick July 12/07. Down 4%.) (London exchange.) Food services. Do about $1 billion of sales in Canada. 3.3% yield.
Don ReedOwned
food services
PAST TOP PICK
(A Top Pick July 12/07. Down 6%.) Likes this one going forward. Still a Buy.
Don ReedOwned
electricalelectronic
BUY ON WEAKNESS
This is a great Indian bank. Were not as involved in a lot of the subprime issues as others.
Don ReedOwned
banks
BUY
Great bank. Have over 10,000 offices globally. Integrated asset management. Own 10% of a Chinese bank, which he thinks will be a winner for them. Very strong position in Asia. 4.6% dividend should be safe.
Don ReedOwned
banks
COMMENT
Good reserve positions. Totally integrated in all sectors. Good solid dividends.
Don ReedOwned
integrated oils
COMMENT
Oil services is a good place to be, primarily because there are shortages of oil.
Don ReedNo
oilgas field services
COMMENT
Oil services is a good place to be, primarily because there are shortages of oil.
Don ReedNo
oilgas field services
BUY
Likes this one a lot. From a revenue and production point of view is very large. Have command of about 35% of the US market. Has dropped because of softness in the US market, which would be a caution when buying.
Don ReedNo
Automotive
COMMENT
Consumer electronics and cell phone providers. Great company. Has suffered dramatically in the last little while. Missed on a couple of their earnings and guidance hasn't been that great. Still likes and he is looking at it for his portfolios.
Don ReedNo
Telecommunications
BUY
(Australian exchange.) They have been great in making acquisitions. Investment banking, hydro projects, infrastructure, et cetera. A good bank to own. Buy for the long-term.
Don ReedOwned
banks
BUY
Global food service company. Food companies are good to own from a defensive standpoint. Tend to be less volatile. Earnings are looking good. 4.78% dividend should be safe.
Don ReedOwned
food processing
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