Makes a lot of cash and trades at a discount to the market multiple.

Generates a lot of free cash and does stock buy backs. Will give a dividend of $1 in a week.

Trading at 10 X earnings and yielding 3.5%.

One of the really incredible break throughs in consumer products.

A great business. Low valuation.

A quality company.

Loves the satellite radio business. Going to be a home run.

A quality company.

Banks are positioned in case of higher interest rates. A no brainer.

Has paid a dividend for 80 years. Trades at a discount to the market multiple but has new drug pipeline coming on. As simple, safe story.

Has gone through major cost-cutting. Earnings are going to rise from $.75 to $1.30. The magazine is an enormous cash cow. Has 3 other businesses that are growing rapidly. Diversified.

Two favorite areas are media and health care. Trades at 10 1/2 but, if the component parts were divided up, it would trade at 20.

Two favored areas are media and health care and his favorite in media is his company which is the 1/3rd largest home shopping network.

One of his 2 favourite areas is health care because of the demographics.