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Lumpiness in well point and others comes out of Obamacare. HMOs are going to be challenged. Longer term this is a volume issue and this one should do well. IT has been stuck here for a bit but is only at 10 times earnings and should grow over time.

3 to 5 years. Sold at 80$ mark. It was getting extended against its growth rate. The diversification through salty snacks business gave helped. KO-N stumbled and is a one trick pony. Nothing else in the sector appeals to him. All are too expensive and growth rates are suffering.

There is always going to be advertizing dollar competition and Twitter and Google are doing that. He would go for Google. They have been on a momentum tare. Google is the senior one and is doing it rather than having the promise of doing it.

(Top Pick Oct 24/12, Up 49%) They were re-inventing themselves. An over leveraged nightmare. Went back to wealth and casualty roots. Inexpensive company back then. Sooner than he thought they bought back the US government shares and started a dividend. Still believes it offers good value.

(Top Pick Oct 24/12, Up 21.48%) About 97% of the market share in LTE chips so you don’t have to pick a winner. Every smart phone is to their benefit.

(Top Pick Oct 24/12, Up 48.33%) Fluid management (Toilets). Vending machines, braking systems for aircraft. Well diversified and well managed. Margin expansion has been one of their main benefits. Still represent good value.

Prefers Well Point. Likes this one. CEO warned in recent earnings call that with Obamacare there would be margin squeeze. Well Point has a better diversified exposure there.

Would buy tomorrow. Represents good value. It was a top pick in August. It was trading at a multiple discount to the group. They are still paying for 2008 with GE Capital. GE has legs from here.

Have some headwinds in that they were the PC chip set leader and that market is shrinking in favour of other technologies. They have the size and scale that they can reinvent themselves, so don’t dismiss them, but do wait until they reinvent themselves. Pass for now.

Split? They used to split to make it easier for small investors to get in but that doesn’t matter now. Trading at 1.9 times book but not getting the results on their equity that allow for them to have this multiple. The confidence is not there.

Not as strong financially and more exposed to fixed income market and a higher exposure to Europe.

Company from the past. Have gained some traction recently via an acquisition. It is starting to look interesting.

Great American company. Fully integrated oil company. They are going to have their ups and downs. Early into natural gas area. No reason to stay away.

Has done well. Earnings have done well. Cycles are very long. 787 cycle, 737 max cycle will probably take us well into 2020. It is not expensive and can grow from here. Doesn’t think it is expensive here. The airlines need Boeing as much as they need airlines.

Set all time high, going 10% up after the close today. He tends to be a seller to a momentum investor. He concentrates on the company. Price does not reflect value in the company. For a long time it has been a momentum play. 31 million subscribers.