-- It will be bad idea to do anything with your portfolio speculating on the outcome of the fiscal cliff.
-- He thinks markets are very cheap at these levels and once the fiscal cliff gets resolved the market will go up and some sectors will do really well.
-- He likes the tech sector and his top picks are Dell (DELL) and Microsoft (MSFT). He said people are overestimating the demise of Dell: There is a lot of cash, tons of non-PC business and has made some smart investments.
-- Dell is not going away. Same is the story for MSFT; its business is not going away and valuation is very cheap.
Credit and source: CNBC
Here is the video: