Stephen Weiss, Founder, Short Hills Capital Partners

It's a good stock, but has been wavering on the data centre spending debate.

Some predict weakness in Apple's new iPhone sales because Apple raised the price of the phone in line with the rising cost of memory. Demand will depend on the telcos--will they continue to subsidize the growth in iPhones? It could be a challenge for the telcos. Next week, Apple has to show very good progress with Siri to have a successful phone launch. If not....

They bought back shares, 10% of the float, the past year which raises earnings. So what is their growth? Also, Adobe hired an insider as the new CEO. So, did an outsider not find Adobe more attractive enough for a CEO from another company to leave their current role? Doesn't know. This is why Adobe is in the crosshairs.

He bought it last week, because it was doing nothing, lagging the semis. He's undecided if he will be there for the quarter. They always report great quarters and raise guidance, but then shares trade down afterwards. 

He just bought it after selling it recently when it faced several headwinds. Always admired management. Their red-team cybersecurity business is a $1 billion business and growing very well. It's a core position.

He just bought Valero. Oil prices may be volatile, but there isn't enough refining capacity. This will continue to do well.

He bought Cisco after they released a great quarter and upgraded guidance. Expects it to bounce.

Families still go their stores for the experience. It can withstand economic cycles, and is a good retailer. 

It's fallen from recent highs for no reason. It's cheap here and the turnaround is well under way.