AU Optronics Corp.: "OK, if you're new – and you don't want to buy a Taiwanese company to start – [and] you want to buy in that area, you want to buy Cisco. [CEO] Chuck Robbins is redoing everything. Get in Cisco before the quarter."
Mondelez Intl: "I think the stock is inexpensive and the group is starting to get a couple bids underneath. I think that you could do far worse than buying Mondelez."
Mitsubishi Financial Group: "You know what, you actually should [add Mitsubishi to your portfolio]. I've been working on Japan and that is a great way to play Japan. I'm going to endorse that."