Motorola (MSI-N)

Largest security camera and radio manufacturer. Sells into police departments. Traffic cameras, body cams. Thinks police budgets could get bigger, and this would benefit. Yield is 0.8%.

A great company that just coins money. Their end users include government infrastructure. A great CEO.

Services business within telecom space. Niche is government procurement contracts. Overall - long term share price has been good. Would recommend a small investment. Recent share price all time high a concern. Would wait to invest on weakness. 

Owns share in company and will continue to hold.
Legacy business of radio support is valuable (emergency services etc.)
Public safety (security cameras etc.) segment of business also valuable.
Expecting further growth in revenues.
Current share price high, but worth owning. 

Fully intends to continue holding. Cash cow is radio communications, which continue to grow at mid-single digit rates. Transitioning from hardware to software, in particular video security cameras, which is a small part of the business growing 20%.

Good business model with cyber security demand.
Excellent business with good long term prospects.
High margins on products.
Demand for business not going anywhere. 

The non-handset business that sells products, primarily to telephone and telecom companies. This is not a favourite space of his because it is super competitive. Customer base is not looking to spend new amounts of money.