-- Are we out of woods in terms of the economy. He is a stock investor and not an economist and believes in bottom-up fundamental analysis to pick his stocks.
-- Top economic indicators he is looking at: Data related to consumer and housing is improving, production is good, autos will flatten going forward after having a big run and consumer net worth has improved which will be good for the economy.
-- His top picks: He is looking at aging of people, aging of infrastructure. He likes Navistar (NAV), Whole Foods Market (WFM), Boeing (BA), Campbell Soup (CPB), BEAM and Kraft's spin-off.
Here is the video: