Cheap, cheap stock but company is in disarray. Grossly overpaid for 3Par. Much better bets in in the technology area than this one.

Pretty fairly valued at this time. Thinks the worries are over with this one. The capital business has shrunk a little. Still a great global company. Will probably see very slow growth in the multiple.

Chances of buying back shares are very, very slim. Major concern is their capital ratio, which is still comfortably ahead of the Superintendent of Insurance mandates. This one is a play on the market. If you are positive on the market, you have to own this one.

Microsoft (MSFT-Q) takeover? Would be a natural fit for them but he would rather not see that happen. Extremely undervalued. Positives of international growth and penetration into Asian and Middle Eastern markets have been ignored. Expects stock to do much better in 2-3 years. Will lose market share in smart phone sector but that market is growing big enough for them to retain very positive and strong earnings growth. Trading at 9X earnings.

Reasonably valued at these levels. Recently made a couple of acquisitions.

Cheaply valued but would avoid until controversy is well behind them. Safer way to play this area would be the rig operator, Transocean (RIG-N).

A safer way to play the oil drilling sector than BP (BP-N). Added to his holdings just recently.