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Have one big-name drug that accounts for above 50% of their profits. Their CEO abruptly left over the summer months. Generic space is very, very competitive. Good valuation and probably a good Buy but not something he is interested in looking at. Prefers Celgene (CELG-Q) or Johnson & Johnson (JNJ-N).

Had a tough year because of high expectations for 2013. Reached a lot of great milestones this year. Almost $1 billion in new contracts with Fortune 500 companies. The fundamental story just seems to keep getting better and better. 53% growth in the underlying business. Given the valuation this is a pretty good opportunity.

(US Over the Counter.) Has over 60 very identifiable brands. It is hard to believe, but Louis Vuitton is going even more upscale and targeting the ultra wealthy. Feels that the global recovery and the over wealthy are continuing to spend a lot of money.

(Paris stock market.) This company is into 3-D modeling and have all kinds of interesting applications. Their software system is in very high demand with very high renewal rates. More of their software, instead of being bought, will be rented. Very attractive name.