It has a secular, long term theme away from cash to electronic payments. Generating wonderful returns for shareholders. They are almost a technology play. Follow it along with a stop loss.

He prefers secular theme in web based retail. Then he prefers the high end and then the low end so he would be a shareholder here.

Strong shareholder relations. Is one he likes and owns. Almost made it a Top Pick today. They have a lot of north-south exposure. Benefit from improvement in the auto sector. Earnings per share should accelerate over the next couple of years. A well run railway. Operating ratio could improve.

One of the laggards in the pharma group. If a company can’t do well in a good market, then it is time to move on. Prefers JNJ-N for pharma exposure.

REITs as a whole are having a tough time, but AMT is doing well relative to the rest. But there may be better sectors to be in at present. Prefers financials. If the sector turned up, this would be one of the better performers. Payout will continue to go up. 1.5% yield.

Prefers JNJ-N. Likes health care as a sector. Thinks this sector is set to do very, very well. Concerns about patent cliff have come and gone. Should have some decent dividend growth going forward. Has been consolidating with the market and now there is room to the upside.

One of the larger biotech companies. Biotech has been outperforming pharma. You can also look at BBH for exposure to the sector. Just pulled back into the moving averages.