|PAST TOP PICK||$93.370||UNKNOWN||NORTH AMERICAN||Yes|
(Top Pick Feb12/16, Up 24.02%) He still holds it and has so for years. It is reasonable cheap, rising and stable. About 25% ROE. PE is about 20 times. They have a group of asset you can’t replicate anywhere else. Buy more on weakness.
CIO & Co-Founder, Edgehill Patners