Abbott . . . we just upgraded, ... Abbott is actually accelerating its earnings - (it's a) very strong story at a very good multiple.

I think Chase is a very good story, ... I mean, at (a) 45 percent discount to the market, (it's) a very good place to be.

Investment in China is actually accelerating.

Applied Material's multiple is bound to -- down to something like 15 times forward-looking earnings. The multiple less in the overall market and it's a great company with dynamic growth prospects.

The story is good and it's carrying a lot on its back. There is the contrast between urban and countryside, and this clash of cultures gives the audience something to grab on to.

I'd like to be in anything that tells a good story and has an interesting character.