Attractive dividend with a good growth profile. Good ESG candidate so funds should flow into this. In the last little while, we have seen some decline in the sector. An attractive entry price. There is 1400 additional mega watts of energy coming online. A good rewarder of share holders. (Analysts’ price target is $21.01)

Global leader in DNA sequencing. Almost 90% recurring revenue with good growth. Highly cash generative with good balance sheet. Good acquirer. Expects DNA sequencing will be a pervasive treatment option in healthcare. (Analysts’ price target is $404.80)

The price target is in SGD. A recovery story. A pan-asian conglomerate. Thailand is a very strong economy. Manufacturing exports is growing in the country. Fundamentals are growing. Emerging market respondent. $20B CAD company. Good growth drivers. Has traded 50% higher in the past. Will do well with the reopening. (Analysts’ price target is $0.89)

(A Top Pick Jun 18/20, Up 43%) Good growth rate and dividend. They are also buying back shares. Has run up since recommending. Likes the company and continues to buy for new clients.

(A Top Pick Jun 18/20, Up 27%) 27 consecutive years of increasing dividends. Very well run operations. They also have renewable assets. The value rotation has helped the stock run up. the dividend is now at 3.9%. The run up is more a normalization and continues to buy it.

(A Top Pick Jun 18/20, Up 15%) Part of the recovery trade. Believes there will be a large demand for international travel due to pent up demand. Airports are essentially a tolling business. Likes the space for this aspect. A lower risk way of playing tourism recovery. Thinks there is more upside.

Global best of breed. Great company but thinks the valuation is too high at these levels. Supply chain disruptions and natural disasters have elevated prices for semi conductors. If you own it, sell it or trim it. Because of the supply disruptions, there could be significant correction in the semi space.