Entegris Inc: “I like Entegris. It’s very out of favor, it’s got a little too high multiple, but it does a lot of nuts and bolts that you need to make semis, so that’s okay by me.”

Henry Schein Inc: “I like the company. It’s very plain vanilla, nothing really exciting about it, but that’s okay.”

Clearfield Inc: “Lately, since this year began, when you see a stock go down, you’ve got to be very careful. We have to wait and see.”