(Top Pick Jul. 11/13, Up 8.45%) He focused in the last while on parts. It is a big deal that Ford turned around Europe. This is a great business with 8-9% margins. No problem owning the stock. Consumers have more free cash flow than in over 10 years because interest rates have come down and inflation in food has come down. Financing is readily available.
Markets. Energy infrastructure is one sector he has identified as promising. There are generally a lot of large cap stocks that have not rebounded fully. Payouts are rising and income growth is plentiful. Technology, transportation, chemicals and are also leading sectors.