They liquidated half their business. They made a large stock buyback and that helped the stock price. It is a dividend play and he holds it just for that. The excitement is over.

If you buy it today, it is getting acquired and you get some cash. It serves stock option plans.

Like the railroads in the '90s, the airlines are getting cleaned up. Unions are now onside with what is going on. He likes it. It just broke out. He would not get a full position here. If it pulls back, then buy more. It is now one of the better airline stocks. He likes it and it is going higher but there is a lot of noise in it.

It has long been the poor stepchild of INTC-Q. Now they are competing with NVDA-Q, which is being hit by a competing game. The chips were used to mine bitcoin but that is no longer profitable. When they hit a product it can really move the company. He prefers Broadcom.

It is a great business model. It has a very strong future but there is a big capital program coming (5G) which will be the biggest technology rollout in history. He does not know here it is going to go but it is going to work.

It is a core holding. It is a little expensive but they own the small business market. The cloud positions them well. The growth will accelerate as movement to the cloud continues. (Analysts’ price target is $126.34)

Coach expanded very rapidly a decade ago, over expanded and then got caught up in discount channels. Kate Spade needs some work and they need to refresh the product line. They did such a good job with coach he thinks they will do the same for Kate Spade. (Analysts’ price target is $44.24)