This companies continues to deliver great results, despite a few hiccups along the way. It trades at a good valuation and is starting to become one of those steady performers. Yield 0%. (Analysts’ price target is $62.89)

This music media company produces music for cable companies. It trades at only 13 times earnings and could easily trade at higher multiples. They just bought a radio company that will be very accretive to earnings. The dividend has been increasing steadily. They have over 400 million users in over 156 different countries. Yield 2.6%. (Analysts’ price target is $11.64)

(A Top Pick August 22/17 Up 70%) The growth on their financial division is really strong, they have great margins, and the valuation was very cheap at the time – trading at 9 times earnings. He would continue to endorse it. They have been delivering the results consistently over the past five years along with dividend increases.

(A Top Pick August 22/17 Down 45%) Falling zinc prices really hurt this investment. Now the balance sheet is still okay and the stock only trades at 3 times earnings. You just have to wait for zinc prices to rise.

(A Top Pick August 22/17 Up 65%) This company is involved in surveillance technology and was recently acquired by Motorola for a nice premium.

Doesn’t like it. Very small, getting into liquidity issues. Rather do a SPDR, mid-caps, or the Russells. Not exactly cheap.

A way to play European market and has covered calls. Neat thing is it has a 5-6% yield. Conservative way to play Europe, though limited upside because of the covered call.