All 3 Top Picks are built on the theme of worldwide growth. Large engineering/construction companies. In this one they had to have 70% of revenues from large megaprojects.

All 3 Top Picks are built on the theme of worldwide growth. This is going to be 15% consumer discretionary, 17%, industrial, 9% materials.

All 3 Top Picks are built on the theme of worldwide growth. Loves the equal weight ETFs. If you compare equal weight to market, the equal weight will always outperform.

These are preferreds that are maturing each year for the next 5 years. As one matures today, another one is bought 5 years out. A lot of these are rate-resets and some of them have not been reset, which means that have been redeemed, which is probably a good thing. On the Federal Reserve talk in August about tapering created a spike up in the 10 year treasury. That caused a lot of interest-bearing securities to come off. Still likes this very much. 4.66% yield.

Just had a 2-for-1 split. 3^rd quarter had great numbers and the operating ratio is now down below 60%. Feels that rails are priced for perfection. If the whole market comes off with the taper, he would definitely be a buyer of this one. Try to get at $52-$53.

The leading US service company. Can’t see it falling below the 200 day moving average and can easily see it getting back up into the $54 range. One thing he finds troubling is that they have property in West Africa. In 2015, the US will be the world’s largest oil producer. 1.2% dividend yield.

Likes this sector as well as this company. 3^rd quarter earnings were disappointing. Lumber prices have decreased in costs. 3.4% yield.