Manager: Keep Comcast, H&R Block and Hasbro In Radar

When talking about Comcast (CMCSA) he said this is not only about internet or cable. It's about wireless and broadband. He said these are one of the bulish things about the "cable story." He said Comcast is older and has bigger cash flow coming up then its competitors such as Time Warner.

He also said that H&R (HRB) Block. Sloan said that the possible tax changes that may come up next year will increase the tax preparation business. Even if the tax changes are minor they will still impact the tax preparation business.

Here is what he said about Hasbro (HAS). "The kicker on Hasbro is the GI Joe movie, as an example. They get a residual from that and there’s going to be more movies to follow," he said. “In the meantime, it’s got the kind of basic SKUs that people, when they do buy toys, are going to buy.”

AIM Charter is a four star fund. It has had positive returns during the each of the last five years to date. The year to date return is 24.38 percent in 2009.

His bottom line was that these companies are very much financially conservative. They generate a lot of cash and that's what the investors like.

Written by Armen Hareyan. Materials from CNBC's First In Business Worldwide are used in this report.

Written by Armen Hareyan
HULIQ publisher.