PAST TOP PICK

(Past Top Pick, Sept. 11, 2017, Up 37%) Strong balance sheet. He bought it when oil markets sagged and he's since done well with it. Currently, though, the stock is a little rich. Add when there's a slight pullback. Has more cash than debt.

DON'T BUY

He's owned this on and off and made some money. The key driver was China's semi-conductor industry, which Trump kieboshed when he went after ZTE. Wait 2-3 months. Don't buy now. There's more downside to come.

HOLD

This is a density play. The population density in China is so great that digital communications is deeply needed (i.e. to get things delivered and communicate with people). Alibaba has executed very well. Hold or sell if you're underwater now. Valuations are stretched. You can see a better entry point letter. If there's a global recession he would definitely buy this.

TOP PICK

Trump has made this trade off for no good reason. 40% of earnings come out of Europe where the economy is doing fine. Great balance sheet. They'll likely raise the dividend. Another 40% of earnings come out of Hong Kong which is pegged to US interest rates, which in turn will rise. A great global franchise. Smart management. Attractive at these levels. (6% dividend, Analysts' price target: HK$79.63)

TOP PICK

It's had a total return of 9% over the last 15 years. It raises its dividend 10% yearly over the past 15 years.. Just did a Starbucks joint-venture. It's priced in Francs which is a safe haven. (2.9% dividend, Analysts' price target: CHF86.06)

TOP PICK

Norwegian off-shore oil services. They have more cash than debt. There's a gradual increase in off-shore energy E&P, so this will do well. Sustainable dividend. (6.4% dividend, Analysts' price target: NOK139.87)