TOP PICK
A pure research technology company. No products. Apply their technology and license it out to other manufacturers. Currently have patents in 55% of all 3G smart phones that are built. Also have about 19% of the 4G. $13 of cash per share. Trading at only 12X earnings.
TOP PICK
Would not normally be a stock he would be interested in but they continually shrink the float. 4 years ago there were 155 million share outstanding and now there is 110 million. Great brands and good underlying real estate assets.