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This insurance company is well known for annuities and life protection products. It has a cheap valuation and should benefit from rising interest rates as premiums can be invested at better values. They have a hard time distinguishing themselves in a competitive market.

He likes this company with one of the fastest growing dividends in the tech group and it has good valuations. There are fierce competitors out there however. It is legacy tech and good to continue to hold.

He would sell this and buy GE. The valuation is double that of GE on a per sales basis. If you are optimistic of global economic growth and confident Mr. Trump won’t create a trade war, it is a good hold.

They hold world-class properties. The bad news is ESPN cannot get the same fees from cable companies like they used to. They live and die on the latest production and it is not easy to hit home runs consistently. However, with the current valuation he would add to any holdings at these levels.

They help build infrastructure for the chemical and energy sectors. They were supposed to merge with a similar company to benefit from synergistic cost savings. This is at risk to falling apart as private equity has come in to potentially take out the other entity exclusively. He calls this a hold.

He likes the health care sector and improving demographics. This is one of the leading drug store chains in the US and has the scale to keep costs down. It has reached an agreement to buy AETNA to help vertically integrate them into insurance. It trades at a great valuation of 10 times earnings and has a payout ratio of only 30%. Yield 2.9%. (Analysts’ price target is $88.10 )

It is the third largest company in poultry. It is at great value right now on the price pullback caused by fear over trade wars and inflation. It is now trading at well under 10 times earnings. They have almost no debt. Yield 1.1%. (Analysts’ price target is $119.45 )

With gold prices having retreated and with inflation in the air, gold is a great hedge for all the “what ifs” out there. This fund holds 35 different blue chips and the fund is currently trading at a 15% discount to the NAV of the holdings within it.

(A Top Pick September 5/17 Up 12%) He still likes this, including the close to 4% yield. It is probably the “bluest” blue chip out there in the health sector.

(A Top Pick September 5/17 Up 17%) Investors are probably liking this better than Exxon (XOM-N), due to its cost cutting measures and development of LNG in Australia.

(A Top Pick September 5/17 Down 41%) It has been a heart breaker, despite being the second largest holding by retail investors. The market cap loss last year has exceeded that of Bear-Sterns and Leeman combined. He is doubling down on his investment based on their recent earnings. It is still the 13^th largest revenue generating company in the US. It is just a question of their focus. Going forward it is trading at less than 1 times revenue, so there is upside. Yield 3.3%.