There is more to Platform Specialty Products than simply activist investor Bill Ackman owning the stock, says Christopher Tsai, President of Tsai Capital Corporation. He likes the specialty chemical manufacturers long operating history, experienced management, strong cash flow and high barrier to entry. Tsai is also bullish on shares of Colfax Corporation, which he says has great exposure to emerging markets and an impressive ability to reduce costs. Finally, Tsai says he is a fan of Visa's stock, saying the credit card giant's shares are not overpriced considering the company's extraordinary growth.

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