COMMENT

Has a 1.75% position. Has had a haircut. Price target of $46.07. Not cheap. Dividend yield is 4.6%. Interesting, because they have an oligopoly in internet and gaming. Tremendous leadership in the video ecosystem, they have the developers and the distribution network. And now it has Tencent Music. He'd buy into the bigger holding company.

TOP PICK
Owns 3.7% position. Three segments: enterprise, service provider, small business. Conservative company. Reputation for under promising and over delivering. Product order growth is strong, regional diversity around the world. Yield is 2.9%. (Analysts’ price target is $51.21)
TOP PICK
Involved in data centres around the world, which gets upgraded via the software and hyperconverged infrastructure. Great moat around them, but they have a significant lead. Very cheap, as the PEG ratio is 1.01. No yield. (Analysts’ price target is $60.89)
TOP PICK
Has legged in and legged out. Make the screen on iPhones. Have a patent on the OLEDs. All the smartphone makers are using their OLED screens. Yield is 0.3%. (Analysts’ price target is $133.20)
COMMENT
Apple or Qualcomm? Apple will win. Qualcomm got a small victory, but then Apple worked around it. Like the royalties lawsuit, you have to pick your battles.