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TOP PICK
US giant that has been beaten up pretty hard. Still have really good businesses and infrastructure. One of the best positioned companies in power. Big wart is GE Capital and they are addressing this. Worst is behind them. Will still take a couple of years for GE Capital to recover but the rest of the business is doing very well. Generates a tremendous amount of cash flow.
electrical
electronic
TOP PICK
Likes the nutritional food business. Well run company. Hasn't done particularly well in the recovery but is probably because it did very well last year when everything else was falling apart. Growing sales at about 2%, which normally would be about 7% and he thinks they get back up to that. Growth is coming from high-margin stuff.
food processing
BUY
Very good industry. Limited competition. There is no credit risk as it is transaction oriented. As long as there is an improvement in consumption, which he expects, this company will benefit. There are also opportunities to grow in developing markets. Expanding into other things such as debit cards. On his watch list.
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