Growing subscriber base at about 5 million a month. Recently got the franchise to sell Blackberry in China. Well managed company.

Showing strong growth in iron ore. Totally integrated with their own railroad and ships. Well managed.

(Singapore stock market) Prudent lender. Well managed. 70% of their business is in Singapore. Good balance sheet.

Data networking. Half their business comes of switching and routing. Reasonable multiple. Could be a little bit of short-term pain but not a whole lot.

Good, solid Spanish bank and is looking at this one very closely.

UK banks have been a difficult place to put money in the last couple of years and he hasn't been in them.

World's largest food company and do about 1/3 of their business in North America and 1/3 in Europe.