Hold onto this stock. Even though the balance sheet is not great, there is a good chance their aggressive earnings outlook will drag the stock back up. It is extremely cheap at these levels.

It is very cheap right now. There is 180% potential upside, if you believe analysts earnings forecast. They need to use their earnings to pay a dividend. This would give the signal that management is under control again.

It hit a nice bottom recently around $68. It has nice upside potential and a decent dividend. Management quality is great and leads the way in customer satisfaction. They seem to be able to avoid tough issues.

High risk? It is not exactly cheap trading at 6.5 times book value. Compared to Amazon at 18 times book, it looks safer. It is not the cheapest stock, but it has value up to $215. Maybe if there was less concern about China in general.

It has a great dividend. The balance sheet has gone no where and the fair market value is 35% below current levels. Very, very expensive. Cigarettes will remain around a long time, but it is not the kind of stock that would let him sleep well at night. It is trading at 82 times book value -- way too risky. Their big share buy back might backfire in that the there may not be enough liquidity to create support in time of trouble.

Junior gold producers? The best values in gold are the juniors -- especially if we get a good rally in gold again. He does hold AEM-T, but thinks the real gems are the juniors.

MFI-T stock price has followed its fair market value -- currently $33 -- likely a ceiling for now. He needs to see earnings improving to get bullish.