This is China’s answer to Amazon. They are more integrated, including delivery and infrastructure. It offers access to the world’s second largest economy. Marketcap of $500 billion.

They are watching it and love the growth they see. Going into China should be a good move for them. The new offerings, including alcohol, add to the growth opportunity. He would watch for a good entry point, but holding for a long term investor is good. Yield 3%.

This started several years ago as a collection of Chrysler dealerships. They made an acquisition in Chicago that has added debt and needs to be proven as being accretive. He would watch to see how the new asset goes before buying.

They are involved in pressure sensitive labels and containers. A worldwide company that gets a premium value that is justified. He would continue to hold as he sees more value added labels coming and has a good dividend growth.

The completed the acquisition of WGL recently that will add cash flow. They are working on the Ridley Island propane export terminal on the west coast, marking the first time propane will be exported to Asian and European markets. The CEO departed recently and he views it as not a major concern regarding operations of the company. He would be buying now on the recent price weakness.

They hold such brands as Victoria’s Secret, which is facing greater online competition. He would be concerned about some of their markets. It remains a high-quality brand. He needs to do more analysis before jumping in.

They provide internet service and has been in the news about adding content internationally. They are going after SKY in Europe. It trades at 13 times earnings and the dividend is growing by over 10% per year. Yield 2.3%. (Analysts’ price target is $43.26)