It is a medical device company. It is potentially an acquisition target. It has had a decent run. It is an interesting company. It is not a buy but could be in a bit more of a sell off.

It had a really ugly 18 months. Management were very clear in their guidance. The fundamental story around AI still remains. It is a good company but there is a caution around semiconductors. Buy them when they are broken. For now, let it run and see what happens.

He does not even know what it is any more. It is very tightly linked to government contracts in the states. He prefers others.

Since last week, it might be a company you want to take a closer look at. The long term track record has been quite good. He would prefer BA systems because it has a BREXIT overhang on it.

They had a big acquisition announcement last week. He personally finds it very expensive. If you have owned it you have done very well.

One of the challenges is that it has had a huge run – 35-40%. It is at the point now that it is acquiring bigger companies. It is a quality outfit.

A global leader in payroll. It is a dividend aristocrat. While the economy is relatively buoyant we will see continued growth. If you see it in a sell off then it is one to pickup. (Analysts’ price target is $177.33)