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Owns many homebuilders over the years and done very well. TOL is the highest-quality builder in the US, attracting the highest demographic. Rich. 25% of their buyers pay with cash. TOL now offers homes to a poorer demographic. They trade at a reasonable PE and interest rates are coming down. Also, the US is 5 million home short.

Was a past pick of his. Shares have been bumpy for fears that Trump will impose tariffs on solar panels and he doesn't like green energy, though there's bi-partisan support for solar energy. FSLR is the only real option for the US, so FSLR is a fine position. Shares will be bumpy thought. Buy for the long term.

All healthcare companies starting in pharmacies have been vertically segments like insurance, but they've had a tough time, because pharmacies are low-margin and getting tougher. Also, governments are getting more involved in drug pricing. Thirdly, post Covid medical procedures remain high which also squeezes margins. He exited CVS 6-8 months ago.

Long been in the doghouse, but the new CEO has pared foreign exposure and made the company more efficient. Remain cheap at a 36% discount to tangible book value. They will rapidly boost earnings. 

A small cap making homebuilding products like garage doors. A play on homebuilding; there's a housing shortage. Low PE, but profitable.

He hasn't owned this in decades. He bought it in the recent tech dip. Trades near 30x PE, attractive historically. Are heavily into AI. Grows at 15-17% annually in profits and cash flow.