In the wireless space it is very CAP-X heavy. With 5-G coming it is a very expensive proposition. He would be shy to own it right now. It has gone sideways for a couple of years.

(A Top Pick May 03'17, Up 9%) It does not get talked about as much as it should. Strong balance sheet. The acquisition caused a bit of a pull back and created a buying opportunity. He is continuing to buy it for new clients. There is lots of upside potential from here.

(A Top Pick May 03'17, Down 2%) It is off a couple of percent because their last quarter sales were off. They think it is a one off so he is looking for better results in August. They have done a great job of having a presence in the US.

(A Top Pick May 03'17, Down 4%) It is interest sensitive but dropped less than others. He thinks a lot of it has played itself out and sees this as a good entry point.

He has held it for a while and it has done very well. Every once in a while you get these entry points. They recently confused the market by buying a software company when they are a chip company. It has been clearer that they have now acquired cash flow, patents and a new platform for M&A. (Analysts’ target: $287.90).

The PE is still only 8-9 times earnings. He likes the space they are in. They are well positioned in the driver autonomy space. It is at a great valuation. (Analysts’ target: $90.08).

They are executing well in the US. They are in the early stages. We are in the early stages of enjoying the benefits of their acquisitions. (Analysts’ target: $130.33).