David Gerstenhaber discusses his take on the Japan and how impressed he is with how the central bank of Japan has been able to stimulate the economy. He believes they will be able to recover from their deflationary spiral.
He also mentions Delta (DAL, Financial) as "a relatively easy pick." Stating that the industry has consolidated quite well and they are basically in a oligopolistic industry now.
My how the airline industry has changed the last couple of years.
Also mentioned are AAL, CP, CSX, AAPL and HCA.
