Shad is a valuable addition to OH Logistics and brings strong competencies to our aggressive growth initiatives. Growing our company means we can offer more value to our clients.

Bringing Andrew on board gives us another valuable link and stronger competencies towards our aggressive growth strategies. Creating a great place to work for our more than 3,000 associates will allow us to provide enhanced services to our clients.

He's not getting the kind of diversification he thinks because they're all in large company growth, ... If he held small company funds or value funds or foreign, he'd have wider diversification, and far lower risk.

The only company which is a clear growth vehicle in our view is Schering-Plough.

This is not a company that's on the ropes, but I think it's struggling to maintain the growth targets it has set for itself.

Tropicana is a great grocery brand. Tropicana is already showing growth, so PepsiCo is buying a company with momentum.