This stock should skate through a change in administration or even another Trump term. Americans are quite happy with private healthcare solutions. 180M Americans have some sort of private health. 75% are happy with this so it would probably not be disrupted in a large way. He prefers Anthem but there is no problem with UNH.

It is a value trap and Intel has been a serial disappointer. The report from last night stated their data centre business continues to deteriorate. They are getting beaten by their competitor, notably AMD. Stay clear of Intel.

One of the companies going through a vaccine trial. They were in the news recently because they had to pause trials due to an illness in a test participant. However, it is not just about the vaccine. They have consumer, pharma and medical device. There is still litigation list from the talc issue. It trades at 15x earnings, which is reasonable but it does take into account vulnerabilities. He prefers BDX.

They may not do well in the work-at-home space. This space demands more and more bandwidth and dispersion is greater. Cisco Webex is a competitor to Microsoft Teams. The average ticket for their product is very high and board members are reticent of spending. Once we see more clarity for after the pandemic, it will do well. He believes in the leadership team.