-- Investing environment: Yes, short-term there is a big rally but market volatility is just a noise and should be ignored. Recommends looking at the company five years down the line.
-- Look for good companies with consistent earnings. Thinks Sara Lee (NYSE:HSH) spin-off Hillshire Brands is very attractive; someone will buy them.
-- BEAM (NYSE:BEAM) is another one he loves, a consistent earnings grower.
-- Uncertainty will be removed once election is over and lot of clarity will come into how the regulations will shape up.
--M&A activity will pick up after the election.
-- 2014 will be a very bright year.
Credit and source: www.cnbc.com, CNBC
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