Not keen on it. What made them terrific before may not continue: quality food and good value, then people got sick. He's unconvinced they can regain that public goodwill.

Likes it. Banks enjoy U.S. tax reform; also, U.S. more companies will need loans as the economy improves. De-regulation is another tailwind. BAC will return equity to shareholders.

What made them terrific before may not continue. Too many woes with restructuring and new management. It's an unfortunate situation. He's not a fan of braod conglomerates, because he can buy individual pieces instead.

Well-run company that generates a lot of free cash flow. As Amazon pressures brick-and-mortar, these stores will have to move their merchandise, which is where TKX comes in, selling their excess merchandise. Also, TJX aggressively buys back stock.

He'd like to like IBM now. Corporate America will be spending more on IT, but IBM's challenge is with Microsoft and Google fighting them over the Cloud. They missed earnings today. Watch this, but don't aggressively buy now.

Home improvement is a great space with strong competition and decent margins. You can't go wrong with HD. They're generating cash flow and buying back stocks. But he prefers Lowe's.

Strong media, studio and theatre businesses, not to mention expansion to China with a theme park. But the challenge is cord-cutting in cable. They are strategizing though, like competing with Netflix next year. It will need a lot of capital and some time to transition though.