GE (GE-N) or Intel (INTC-Q)? Both are reasonably attractive on a multiple basis but would probably choose GE, which is less of a commodity type play. GE Capital looks like it is back on its feet. Hoping for 9%-10% growth plus dividend yield.

Trades at a good multiple but prefers Abbott Labs (ABT-N) because of their pipeline. Growth estimates are only 6%-7% a year.

Good solid business and good solid dividend but would rather get the yield for some of the trusts if you are just looking at income. At 16X earnings he doesn’t see a lot of earnings potential.

Has been the worst performing bank in the last 2 quarters. Historically, this could be a sign of the bank to Buy. Have had some issues recently.

(A Top Pick Dec 9/09. Down 8.76%.) Has continued to meet all expectations in terms of earnings growth and market share. Extremely miss priced. Still growing at 25% a year but only trading at 9X earnings.

(A Top Pick Dec 9/09. Up 7.61%.) Just announced a deal with the largest dairy and juice producer in Russia.

(A Top Pick Dec 9/09. Down 10.28%.) IT specialist servicing US government. Bogged down a little by delays in funding, particularly defense projects. Also got some new business where they had to spend money on infrastructure. Expecting 18%-19% earnings growth in 2011. Trading at only 12X earnings. Just announced a $25 million buy back.