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He waits and watched event-driven cycles like this US-Israel-Iran war. Don't react to what Trump says on a Tuesday, because it could change on a Wednesday. Certainly, don't change your investment stance. Be long term and buy good companies which will act away from the current noise. Oil companies haven't reacted like oil prices have, and see current moves as event-driven. 

Makes sense this bounced after it bowed out of the Warners bidding. Warners would have diluted a stronger company. Wouldn't buy it now. He sees long-term secular decline in streaming, because young people prefer YouTube, which is twice as big as Netflix. North American Netflix numbers are starting to fade, too.

Likes pharma and has long owned several such stocks. Between LLY and NVO, their competitor, it is a zero-sum race that LLY is winning in the weight-loss drugs. LLY has always been expensive. He likes Amgen for its GLP-1 drug (still pending approval).

Hit their patent cliffs PFE is cutting costs, but that goes only so far. Prefers other areas of healthcare.

Well-managed, high ROE, strong earnings growth. He still likes it.

Well-managed, high ROE, strong earnings growth. He still likes it.

Tragic control issues have been straightened out, but future prospects are already built into the share price. Success is not guaranteed. Are better opportunities elsewhere.

He bought it for their strong drug pipeline and is happy to stay here.

Is hybrid defence and commercial aerospace. Has done very well. Trading at a slight premium to historic PE, now 31x. He trimmed it a week ago by 30% due to valuation only. Likes their fundamentals.

It was an obvious turnaround stock. The CEO gave Citi more focus and reputation. It continues to evolve and trades at a discount to their book value.

When he bought it, the PE was very low. The CEO has done a great job and GM will earn around $11 EPS. It remained undervalued.

Is confused by the recent slide from $130, because this usually rises during economic slides. Maybe it's down during great economic uncertainty. Their business is actually up during risky times. Remains confident.

Regulations are loosening, capital markets is wanting to happen in the US economy, and the yield curve is steepening. A lot of tailwinds are bubbling beneath the surface, but haven't happened yet. The big banks are well-protected from things like the private credit crisis now.

Are worries that the economy will crack and the consumer is weak, but data does not support this. Visa transactions are growing 7-9%. Their PE has re-rated lower, historically.

Has had a rough ride. It's a stock for the future. Long-term, will participate in food delivery and self-driving cars. Is trading cheaply. A good time to buy.