Q: I've traded around my position in ILMN for a few years and was thinking of adding. I like the long term potential of the sector and the regular consumables income. However, I'm wondering if CRSP is better value - less downside and similar upside. I'd appreciate your thoughts. Thanks!

Q: Looking at companies in these companies, some have more current business (EXAS) while others are based more on potential. Can you please rank each in order based on these two approaches:

1. Most growth potential
2. Best overall investment

Please comment briefly on why you would place a particular company as "Best in class" for approach 1 and 2.

Q: Which of these, if any, are compelling buys at their current levels?

thanks, Hugh