BUY ON WEAKNESS

(Market Call Minute.) This is one that he would buy below $10.

BUY

(Market Call Minute.) Banks are cheap here, and this one is building a nice franchise. It is not going to hurt to own this.

TOP PICK

A great story. He thinks there is going to be an increase in car sales in Europe like there was in the US. This company has sold the most number of cars, although the US was down a little, but in China and Europe they are throwing up tons of free cash. A great global brand. Trading at 7X earnings. 4.22% dividend yield.

TOP PICK

This was a merger of Kraft and Heinz. Earnings just came out and they quadrupled their bottom line because of cost cuts and lower commodity costs. Kraft was a much more US domestic business and Heinz was a much more international business, so cross-selling will be really important. Trading at around 20X earnings. This will do another acquisition, much bigger, down the road. Dividend yield of 2.8%.

TOP PICK

Great company. 3 different divisions. Pharmaceutical is 45% of revenue, medical devices about 25%, and consumer products of about 19%. This is the 54th year that they have increased their dividend. Dividend yield of 2.58%.