They have 13,000 stores in the US and just bought many more stores recently. They struggled to bring those into the structure, but feels they are going to do well. Trading at 12.5 times earnings (about 30% discount to normal). It is a Dow component. He thinks there are good things to come.

They are trading at 67% of book value, but are also impacted by a fraud issue in Malaysia. There is fear that there may be more issues to company. An inexpensive stock now, but there may be better opportunities out there.

(A Top Pick Jan 30/18, Up 2%) It got mired in owning ABC and ESPN, which struggled with lost subscribers. They then made an offer for 21st Century Fox -- this was a great buy. He felt this diluted the impact of owning ABC and ESPN. They can move the Disney library online and compete against Netflix. They are trading at 15 times earnings and it has a long runaway ahead of itself.

(A Top Pick Jan 30/18, Down 13%) This company makes carbon-fibre materials with 66% of their revenue in the commercial airline businesses -- such as Boeing. They make the skin on aircraft. The lightweight material adds to fuel efficiencies. They trade at 20 times earnings. He thinks it is being impacted by issues with China, but he thinks this will pass.

(A Top Pick Jan 30/18, Up 5%) This stock was bought by AT&T back in June 2018. The US Justice Department originally challenged the takeover, which had given him another opportunity to buy and profit along the way. He would not be interested in owning AT&T as he does not like the direction they are going -- buying DirectTV (which is highly capital intensive).

Class action lawsuit? He was not aware of any class action lawsuit. He likes the membership revenues as it creates a competitive advantage over Walmart and others. The valuation is always a little to rich for him. He is not sure that expansion to Europe will be wildly successful. He is ambivalent, but would look to buy on weakness -- at better valuation metrics.

The company has done well re-inventing themselves. They added cloud assets and more relevant technology. He regrets missing their successful transformation.