It has got the broadest product portfolio and the deepest pipeline of any drug stock.

There's so much concern going on in the interest rate arena right now with a white-hot economy and fears of inflation starting to pick up again. The Fed wants to make sure inflation stays low.

And then you have America Online ( AOL ), which is down more than 30 percent. Obviously the Internet is here to stay, and that's the leading brand on the Web. So I think AOL is a good buy here, too.

We've been waiting for something to happen in the management ranks in order for them to change their strategy.

It seems like they're starting to do that.

It's getting good volume growth as emerging economies get back on track, ... I think we're going to get back to the kind of mid-teens profit growth that Coca-Cola has been able to deliver in the past.

Brazil is a very fluid situation.

Despite the rise in oil prices, some of the oil stocks haven't done so well.

Get ready for a turnaround in earnings, ... It's going to come, it's not going to be smooth.