Kulicke and Soffa Industries: "I think this company is a terrific company. ... I still like Lam Research as my number one, and Applied Materials is my number two."
Flagstar Bank: "Here's what's happening with Flagstar: a lot of people are saying this kind of bank is going to be hurt by Muse. ... My take is, don't fight the trend. It's too powerful. It's time to move on."
STMicroelectronics: "STMicroelectronics is good, but ... I think you have to buy Intel all the way down here at $107."
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