Companies that are price takers are at risk, i.e. if input costs can go higher margins can get squeezed. This one has 3%-4% growth but inflation would be a concern. There has been a change of senior management. Generic profitability has been under pressure.

This is a stock where you are getting a little bit of appreciation as well as some yield. Telecom stocks are behaving all right. Wireless business is good but there is growing competition. (Prefers companies that are supplying infrastructure for telecoms.)

Energy and energy equipment/service companies have had a very good move. There is a shift underway in how energy companies are going out to find and develop oil reserves and this company falls right in the middle of it. Stock is consolidating. This is an area you want to focus on.

After a really good lift off the 2009 bottom, US banks generally under performed. Haven’t gone down but have not participated in the rally. Will likely under perform going forward. Could be a short bounce when dividends are declared.

This is a great bull market in networking stocks and this company is not participating. Built their business when they had tremendous pricing power because of their dominance. Since then there have been a lot of companies that have come up with very competent products and willing to sell them at much lower margins. Also their government contracts are being squeezed.

Go where the money is going and silver is one of those spaces. Will probably come out with very good numbers.

Likes palladium but doesn’t like that it has recently become more volatile. Also prefers metals that have more industrial applications.