All their pipelines are full. They will not be missing earnings. They are rolling up their complex structure, which he feels will make it more attractive to investors. They have committed to 10% dividend growth over the next 2-3 years. He thinks this is a $50 stock. Yield 6.2%. (Analysts’ price target is $54.36)

(A Top Pick October 31/17 Down 5%) China being down 20% has not helped this global operator. There is nothing wrong with the company fundamentally. He would recommend averaging down on this one.

(A Top Pick October 31/17 Up 10%) A steady business that pays a good dividend. You should make 10% a year return. There is a good pipeline of drug projects yet to come. Yield 3.5%

(A Top Pick October 31/17 Up 15%) A large cap company that is a great way to play global energy. They have reigned in spending to help clean up their balance sheet. They realized that natural gas will be increasingly used for global electricity production. The Canadian announcement of an LNG project is smart due to the cost advantages of sourcing supply from Canada. There are some concerns that the project cost of a west coast LNG plant will be higher than competitors from around the world.

They dominate the aerospace sector. Great company but the valuation is stretched. They sold it when trading at $250. They missed a little upside. There is a risk attached to every incremental win and he feels this is more like a momentum stock at the moment. Buyer beware.

It is a healthy addition to a portfolio. Trades at 15 times earnings. He thinks it will grow 10-15% going forward.

It is a good deal. Frustrating the fact that it is so lumpy. A company that is in the business of rewiring America for 1-Gig technology. A technology we all are going to need. It is going to be many many times faster to download data. Needed for HD. Big customers. Giants like AT&T and Comcast. Long term this is a company that will reward shareholders.