He would be hesitant to go in and buy it here. He thinks they had a bit of a miss last quarter. It is a problem with valuation. The easy money has been made.

He is still an Apple Bull. Warren Buffet took a position this morning. You are starting to get these refresh cycles. You have to look at their ecosystem. These guys are monetizing IOS. There are only two operating systems in the space now and Apple owns IOS.

You are always waiting for an entry point and by the time you get one the story might be over. They keep reinvesting so much in future growth. They are starting to dominate the cloud now. People don’t appreciate the Amazon web services side. Buy a bit now.

Single commodity producer. It had a great run for a couple of years. They missed in the last two quarters. It will be volatile for the next couple of quarters. It is the best way to play methanol.

This is not the one he would roll the dice on if it was going to be just one. There is not much asset growth longer term. Play a domestic, mid-sized company. Prefers GLD-N for hedging using gold.

They are more at the top of the list. The balance sheet is in good shape. They raised a lot of capital and employed it efficiently. They have demonstrated growth to justify their valuation.

They did good acquisitions. Growth of their brands is good. They are the premier player. They have delivered. It is still a growth stock.