Continues to like it. The business is great and has performed well. The installation basis is round 1.5B devices and consumer stickiness is still very high. People want to stay in the eco-system and it has a strong brand. Integration is good too. 5G will be a tailwind for renewing iPhones for consumers. Growth will come from the service side and wearables.

It remains a good company. Still likes the company not just for e-commerce but in payments and cloud computing. The ANT group IPO is not a great development in the near term but the IPO should proceed for the benefit of everybody. The core business is good and the IPO will happen eventually.

An engineering business. They are all over the world in many areas. Siemens Energy, which was spun out last fall, would be where he would look at. It gives you exposure to clean power, since it is well positioned in off-shore and on-shore wind energy, as well as gas.

An engineering business. They are all over the world in many areas. Siemens Energy, which was spun out last fall, would be where he would look at. It gives you exposure to clean power, since it is well positioned in off-shore and on-shore wind energy, as well as gas.

A tremendous business and a stock that he has been watching for a while.

They just reported a quarterly loss, and it wasn't as good as Wall Street thought. But they offered good guidance and introduced gambling initiatives--he wouldn't underestimate the impact and size of gambling. Still a buy.

The stock has been running up. Is it inflated or worth the rise? It was downgraded today, and he had no idea it has moved up this much. You can buy this and put it away for a while.