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| PAST TOP PICK | 0.010 | David Driscoll | (A Top Pick March 31/11. Up 17.53%.) Singapore exchange. Big conglomerate including British life insurance, Hong Kong land, residential real estate, etc. Very smart team. Not a lot of debt. Dividend has been rising at a 15% clip for the last 20 years, but only 9% last year. | 2012-04-11 | |
| BUY | 0.010 | Gavin Graham | (Singapore exchange) Effectively a conglomerate. Have stakes in things like Hong Kong Land Property, Dairy Farm. Good longer-term lay on growth rising Asian incomes. Reasonable dividend. | 2011-09-29 | |
| TOP PICK | 0.010 | David Driscoll | Singapore Exchange but trades in US$’s. Huge conglomerate owning hotels, Hong Kong real estate, dairy farms, grocery stores, heavy equipment sales, car dealers, etc. Have price to cash flow of around 3 or 4 times. With dividend growth in the 10%-20% range it has a lot of legs behind it. | 2011-03-31 |