-- He has no fear in making investments while heading into the fiscal cliff.
-- He thinks congress will do the bare minimum and kick the can further down the road
-- General Dynamics is his top pick going into the fiscal cliff. General Dynamics is one of his core holdings and he continues to be bullish on the stock.
-- GD's business is very strong with huge exposure to emerging markets outside the U.S., blue chip balance sheet, low debt, strong cash flow generation and low valuation.
Credit and source: www.cnbc.com
Here is the video: