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Doesn’t expect the Spanish economy will disrupt the dividend. Globally consumers use their cell phones so cash flows won’t be affected very much. Stock itself could be affected and become volatile.

(A Top Pick March 4/10. Down 1499%.) Businesses they compete with are growing strongly. Start-up companies are growing incrementally, which hurts their growth rate. Also finding some difficulty with government contracts. Monitoring his holdings pretty closely because of his concerns.

Very good company. Competing well. Earnings are growing and it is not that expensive.

European banks? In general he would not be buying these shares. There are questions about the banks in the peripheral parts of Europe, especially Spanish banks. He owns Credit Suisse (CS-N), a very strong bank and recovering from its problems.

Pharmaceuticals? Forward PE’s are very low. His company is not a fan of the big pharmas. Exposure to regulation is a problem. Have to spend a lot to develop drugs. Patents are coming off. Good cash flow and if you are a patient investor, you can make a case for them.

Was extremely negative on US banks for many years but has started to accumulate now. Thinks US economy is going to show more strength than what is expected. Us housing looks like it is getting close to a bottom, which is an important aspect for US banks. If you own you cols start averaging down.

London Exchange. Testing and Inspections. 3 dominant companies in the business and this is one. Great growth business. Have grown Sales by 15%-20% over the last 5 years with profits from 15%-30%. Debt equity ratio is very strong. Well managed.

Very well run. Has exposure to interest rates and if they start to pick up, their interest margins will expand and the stock will do extremely well. If they get acquired, it will create a nice premium.

Tokyo Exchange. Make high-grade metal and functional components. 60% exposure to the auto industry, which is what he likes. High grade metal that is used in turbo chargers (fuel efficient boosters).

(A Top Pick March 4/10. Up 12.33%.) Still likes.

(A Top Pick March 4/10. Up 18.17%.) Hong Kong Exchange. Almost had this as his Top Pick again.

Could potentially double over the course of the next 12-16 months. World is going towards more complex reservoirs such as off shore where 10% is now coming and could grow to 40% over the next 20-40 years. A global leader.

A leader in oil field services. The off shore, more complex and challenging environment favors the majors.

Offshore India. Reliance Energy is a partner. Gets a fixed price of $4.20 for its gas and there is reasonable expectation that will go up. Largest biggest landholder in Indonesia and are partnering with Exxon (XOM-N) to develop these fields, which could potentially add on as much as $40-$50 a share If Indonesia pans out alone.

Service sector has been a phenomenal place to be and this is a way to play it. Expect a rally will continue until mid to late February but could pull back at that point. A re-entry could be made in the June-July time period.