Cisco Systems: "I think it's a show-me situation. ... They missed the quarter and they missed the quarter bad. I thought [CEO] Chuck Robbins was very polished the other day in Davos. I am sticking with it. It's a big position in my charitable trust. It's got a nice dividend, good balance sheet. The 5G — you've got to be careful. It is enterprise 5G, it is not consumer 5G, so therefore it's a 2021 story, but I think it's worth owning."

Apache Corp.: "No. No. It's moved a great deal and most importantly it is fossil fuels."

Lattice Semiconductor: "It's lagged. It's lagged and it's good. Interesting idea. I should have thought about it earlier."

IHS Markit: "It's got some incredible, incredible backing. I've liked it from the day it came public, and yet have I talked about it? No. And that is my bad, 'cause it is a great company."

Republic Services: "I like the waste management business. RSG is actually doing as well as Waste Management. You've got a good one there."

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