Their largest single holding. Big believers. Dedicated user base. It has both the hardware, as well as software as a service. Enormous amount of cash on hand. The company will grow into its valuation. Dividend will likely rise. Expensive right now, but he has no trouble buying.

After the last crash, its value was decimated. He saw it as a utility company, as people need to pay MSFT to upgrade. Tremendous job of growing its cloud business. He's not selling anytime soon.

Oil is a sunset industry, not a growth industry. Price of oil volatile. He doesn't like companies that can't set the price of the product they sell. SU has vertical integration, so it's not a bad one to own, but he doesn't like the industry.

Feds announced infrastructure spending, and this would help all the construction companies. In general, not great nest egg investments. Earnings can be volatile. Funding for projects is not steady over time. Nothing against owning it, but doesn't see it as a lifetime hold.

One of the tech darlings, so it's expensive. Not like the rest of the FANG stocks where the valuations are more connected to the earnings. There's a lot of speculation built into the price. A good company, might be great over time, but too expensive.

The glory days when Intel had the secret sauce, and most devices had an "Intel inside" sticker, are gone. It no longer has the pricing power that it needs to have. It's a "me too" company, not a market leader.

It's twice as expensive as it should be. Subject of extraordinary speculation and trading activity. Traders buy the stock not based on fundamentals, but on momentum and sentiment. Based on psychology, not on economics or finance. When momentum cools, everyone heads for the exits. Remember the cautionary tales of Nortel and JDS Uniphase.