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(A Top Pick Dec 6/07. Down 42%.) Dominant market share in IP. Internet is absolutely essential for the functioning of the business and consumer worlds. $20 billion cash on the balance sheet so will be able to make necessary acquisitions. Very cheap at 10 X next year's earnings. ROE 20% to 25% consistently over the last decade.

Nestles. Dominant in milk, chocolate, pet food and water brands. Top quality management. Not expensive at 13X earnings and 15% to 18% ROE.

(Hong Kong Exch.) Manages the biggest port in southern China. Significant interest in port operations in Shanghai. Also build containers. Well run. Good infrastructure play. Trades at under 10X earnings. Good ROE in the mid-teens. No debt. Good dividend.

(A Top Pick Dec 6/07. Down 79%.) Manufactures automobile and semiconductor products. 2 products you don't want to be in these days. Having a very difficult time right now. No debt.

(A Top Pick Dec 6/07. Down 88%.) Overpaid on the ABN Amro acquisition. Sold most of his holdings.

Has no direct exposure to this area. He doesn't like investing in capital-intensive industries. Can't see the outlook getting any worse and this industry may have bottomed. China will start importing iron ore and other commodities as well as exporting their products again. Prefers ports companies. (See Top Picks.)

Had a very tough time over the last several years. Losing market share. Can't see a big turnaround. In a very competitive marketplace.

Canadian Dollar: Expect it will be stuck in a trading range and doesn't expect it to see parity in the near future.

We'll have to spend a fair amount of time working off the bad debts instead of focusing on the growth part of the business.

Current market conditions provide opportunities for the high-quality US banks. Top 3 quality US banks would be JP Morgan (JPM-N), Wells Fargo (WFC-N) and Northern Trust (NTRS-Q). On a 3-year view, these stocks will make you a fair amount of money.

Current market conditions provide opportunities for the high-quality US banks. Top 3 quality US banks would be JP Morgan (JPM-N), Wells Fargo (WFC-N) and Northern Trust (NTRS-Q). On a 3-year view, these stocks will make you a fair amount of money.

Current market conditions provide opportunities for the high-quality US banks. Top 3 quality US banks would be JP Morgan (JPM-N), Wells Fargo (WFC-N) and Northern Trust (NTRS-Q). On a 3-year view, these stocks will make you a fair amount of money.

The PC business right now is very difficult. There are a lot of players. Starting to get into the notebook business. Doesn’t expect to see dramatic growth over the next few years.

Earnings are very cyclical. A very competitive business. Trying to compete with Asian companies.

Although market share is below 10%, mind share (people thinking of it) is 30%. Therefore tremendous growth potential. Very high margins. Good investment on a 3-year horizon.