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No. of Recommendations: 2
Divvi

TGH is my 2nd largest holding at 9.4% of my total portfolio

It can trade a little unpredictably and often has big moves up and down,
much of this is due to "headline risk" such as Russia, Iraq, ISIS, ect...

That being said I think TGH is a great blend of high dividend payer
and growth stock.

I have 3 stocks that I consider my "wave of the future stocks"
They are my 3 largest holdings, from 9% to 10% each.

They are;

HCN
Despite all the uncertainty over healthcare the fact remains
that we will need more and more medical facilities and
more and more managed care facilities, someone will be paying the rent.

TGH
As the 3rd World continues to develop, the source of cheep labor
shifts. Years ago it was Japan & Hong Kong, then Taiwan, then China, most evidence suggests
that the trend is now moving from China to Vietnam.
This trend leaves in its wake a nation of middle class people
who want consumer products and those products will be made by
the next developing nation on the list.
It's hard to know who will make what next and who will be buying it,
but it will be put in a box and shipped around the world via a web of
ever changing shipping lanes.

VE
This one is simple, 20th century = oil, 21st century = water.
VE is not just a water utility, they are a globel leader in desalination.
There is no water shortage, there is a shortage of potable water.

Brian
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