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One of the largest distributors of pharmaceuticals in USA.
Expecting to grow earnings 12-15% annual.
Trading at good share price for long term investors.
Beneficiary of domestic spending. 
Will continue to hold. 

Diversified business with lots of products. 
Engineering problems causing error in metals within engine turbines.
Expecting engine problems to be a short term event.
Company has excellent reputation.
Good for long term investors. 
Expecting $9.5 billion in free cash flow by 2025.
Will continue to hold.

Consumer products spinoff from Johnson & Johnson.
Would not buy at current share price (19x earnings).
Growth is slow (3-4%).
Sees better opportunities elsewhere.
Assumed product liability on products - very expensive.

Long term - may be a good investment, but short term is a concern.
~6% dividend too high.
Would not recommend investing.
Legal/liability issues with product ingredients. 
Hearing loss product under investigation.

Past success has not been able to be maintained.
Better choices within chip sector.
Would not recommend investing.

Likes energy space. 
Better options for investors.
Would prefer integrated energy names (refining capability).

Has owned shares in the past, but not right now.
Company less attractive than in the past.
Expensive business costs with inability to generate growing cash flow.
Re-investment into theme park business will be beneficial.
Concerned about long term prospects for company.
Current share price too high to justify investment. 

Electronics business growing rapidly.
Current share price under valued.
Aiming to grow profit by 50%.
Supply issues recovering from Covid-19 pandemic.
Good for long term investor.
Owns shares in the company.

Company transforming itself (spinoffs etc.)
Very successful transformation.
Expected to be an aerospace business by the end of the year.
Current share price is expensive.

US banks positioned favorably going forward.
Increased interest rates will benefit profits.
Capital markets business - starting to show some green shoots.
Owns several US large cap banks (JP Morgran, Bank of America, Morgan Stanley).

Very positive on company.
Integrated healthcare company.
Demand for healthcare rising steadily.
Current share price under valued.
Good for long term investors.
Untapped franchise potential.
Expecting 10-12% share price growth.

Owns shares in company.
Expecting growth in home building.
Excellent company with strong management team.
Low level of supply is US housing increasing demand for new housing.
Home builders using finance products (low mortgage interest rates) to stimulate sales. 
Growing steadily.

Prefers Caterpillar over John Deere.
Growth in infrastructure spending good for industrial nature of company.
Company subject to broad economic trends.
Good long term investment. 

Expecting share prices to fall more.
Would wait for further weakness before investing.
Revenue per share falling.
Outsized dividend not a good sign.

Spinoff from Pfizer in animal health.
Pet spending on the rise.
Current valuation too high. Wait before buying.
Strong business overall.