He loves it. The judgment against them is not significant. He has a model price of $160.81, a 20% upside. It is in the top 100 of the S&P 500 - it is US and priced in US Dollars – all the things he loves.

Model price is $14, so it is below where it is trading at. It is at EBV plus 1, and we have not had a breakout. Wait for a buy signal. He thinks it will come back. There are better opportunities elsewhere.

Semiconductors are doing their own thing. This is old tech. Model price is $85 with a 100% upside. But it is a cyclical. Over the last three years it has been on a tear and is pausing here. He would e a buyer here – a small amount.

Model price is $157.26. He sees it as an opportunity to pick this stock up now. It is above its model price and he has had it for some time until selling recently but it was moving from a value name into a growth name. He would be a buyer here. It is a good name.

Model price is $18.95, so it is at a 60% premium. He would not worry about earnings too much next week. If you are a long term holder, continue to hold it.

Model price is $45.06. 54% upside but there is no catalyst for this stock to get moving. It is dead money. If it is trading below its EBV -5, there is something wrong with its balance sheet and this one is too big relative to its earnings. The regulators are really rough in the financial industry. Use your tax loss.

Model price of $54.93, about 7% lower than what it is trading at. This one never got cheap enough for him to buy it. There is value elsewhere, see his Top Picks.