Stock price when the opinion was issued
Continues to look at the US market in a bullish sense. We have low energy costs and low interest rates. What is not to like out there. He is Bullish on the US and sees that there will be wage demands and a little bit of inflation. That recovery is going to continue throughout the economy. This also drills down into mid-caps and small-caps, so it is a much more broad coverage.
On the US market, a lot of metrics are pointing to the market going to extremes. He would really hesitate to add this. You would get more diversification with a global market, which would be a good thing. If you own, you should consider trimming, and taking a little off the table.