Great global investment banking franchise. Good global economic growth will allow them to do well. Great story you are getting cheap. Capital ratio is fantastic. 1.5% dividend.

Great Canadian brand. No debt. 3.3% yield. Own a lot of the real estate their stores are on and this is almost the value of their market cap. Makes sense to buy it here. Their family has done a great job of running it and may pay a special dividend soon. Thinly traded.

(Top Pick Mar 24/11, Down 34.07%) A difficult story but maybe you should be buying it here. Only a third of revenue is from Spain. Latin America is growing for them quite rapidly. Management did a good job of cutting cost and growing franchise. They can easily pay their 11% dividend.

(Top Pick Mar 24/11, Down 33.56%)

(Top Pick Mar 24/11, Up 17.05%) He sold it and broke even

Octavian Advisors, out of the US, own a good chunk of this company now and they continue to buy. At last year's AGM meeting they were a little more aggressive than he would've liked. They want a director on the board and the company is saying no. Expect there will be a lot of fireworks at this year's AGM. If they were to offer $15-$18 a share for the whole company, he would be willing to listen to this.

Had a run in 2010 to about $1.70 but since then has not done very well. Trading volume for the last 3 months has been less than 1000 shares a day so there really is no interest in the company.