(A Top Pick Jan 22/13. Down 16.21%.) This one got ahead of itself because of OSB (oriented strand board). When you look at OSB and the production and residential construction, you have seen this one come back in the last few weeks. This is a long-term hold. He is still buying more shares. Will have some volatility, so Buy on dips.

Well-positioned. Looking at packaging/container board names, the bottom of the box usually has Rock Tenn imprinted on the bottom. When you look at container board price hikes, and increases in container board packaging, this one has pricing power. Price hikes they have implemented in the last 12 months are driving free cash flow. That free cash flow is driving the stock price. Has a long way to go.

Infrastructure investing in both developed and emerging markets can build a well diversified portfolio. This one operates in both developed and emerging markets. It is a development, leaseback strategy. The leases are long-term, contractual cash flow.

Well run. There is nothing concerning in their balance sheet. The biggest concern here is, do they get acquired. Pristine assets. Very attractive. A possible acquisition target.

Great company. This is a gas story. Shale gas is the big game changer in the US. You are going to see cooler, wetter weather than average and this company is well-positioned.

Had a great run, backed up a little bit, but now had a big run up again. Buying at this stage in the cycle is not attractive. Great stock and great company but at this price. It is going to be a little challenging.

This one can be traded. On May 22/13 to June 24/13 there was a dip in the stock price. Pulp is cyclical. If there is any kind of questionable growth or volatility in the market, you will see this one suffer a little bit of a downdraft.