The stock has run up sharply. I suggest buying the counter on dips.

One can expect a lot of consolidation to happen in this sector. The stocks should move up from current levels.

The stock has been news driven and has run ahead of its fundamentals.

[Megan Mullally:] When the stock market dips he blames it on ... but it's, that's just a little thing.

There's a severe lack of interest in Asia. There was some physical buying on the dips down. That's started to dissipate.

This is really a stock picker's market and not an index picker's market. I'm not buying stocks on a group's performance ever.