David Winters Likes GE, FFH, MA, CTO

David Winters discusses why he feels very good about global the consumer especially in Asia, Latin America and other places in the world, and thinks American economy is doing better than people think. He also discusses why he likes MasterCard (MA), Consolidated-Tomoka (CTO), Fairfax Financial (FFH), Brazil, and whether GE (GE) will begin its dividend again.

interview embedded below:

H/T: Canadian Value