Had like this before, and is still okay with it. It is really a good company. The reason for the down side was mostly on their hep C drug that didn’t meet expectations. Competition came into the space and sales came down. The overall company is very, very strong. Thinks investors have priced in the downside at this point. Stock looks pretty good here.

Still thinks there is upside, but this is not a screaming buy. You are getting a great company, and he will Buy a great company that looks a little rich from time to time. He would still buy this.

He likes this quite a bit. Interest rates look like they are going to go up, but you are getting a higher yield here. He thinks the stock is undervalued. Dividend yield of 4.8%.

Has been a big fan of this company and has supported them through some of the downturn, but they cannot seem to turn it around. Very speculative. It is hard to run this company with negative cash flows quarter after quarter after quarter.

A company that he would own in general, just because it is a really good company. It has had a tremendous run. Any time a company has had a run like this, you want to be a little cautious. However, the valuation of this company still looks pretty cheap. He would go into it slowly and build a position on low pullbacks. Their track record is tremendous, probably because there is not a lot of competition.

This has always been kind of a gas name, and gas is very difficult. The track record is pretty good, having earned as high as 9% return a couple of years ago. It is lower now though, just because the commodity price is lower. He would expect this to rebound, and if it can rebound to a 9% return internally, the stock is worth about $11.

He believes in this company. A really, really good company. A low return business. Also, it is undervalued, and can go a lot higher. They recently made some pretty big investments. A lot of this company is Hydro. Has a nice dividend yield which is very sustainable.