Lower commodity prices and a burgeoning aerospace market which is doubling every 15 years will boost shares of Precision Castparts, said Christopher Tsai, President of Tsai Capital. Tsai is also positive on shares of credit card giant Visa because of its deal with Apple, which is rolling out Apple Pay. Furthermore, he said earnings at Visa are moving higher and consumers continue to move away from cash to plastic for their purchases. Finally, Tsai is bullish on Jardine Matheson, saying the diversified conglomerate, which operates supermarkets in Southeast Asia and manufactures autos in Indonesia, is a long term play on the growth of middle class spending in Asia.

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