ANCHOR (OFF-CAM) ENGLISH SAYING:

Peter, let's get right to some stock names you like starting with Home Shopping Network. What's this company doing right in the eyes of the consumer?

PETER ROY, SENIOR ANALYST, PNC FUNDS (ON-CAM) ENGLISH SAYING:

Sure. Well, first of all, the model is very simple. It's a very asset like business that generates a lot of cashflow. That's one of the reasons we like the business. The next is that they're partnering up with some pretty interesting people. They look at celebrity chefs, designers, famous musicians, singers and so forth to drive product to their Web site and to their channel.

ANCHOR (OFF-CAM) ENGLISH SAYING:

The stock has gone up, entirely straight up in fact, in the past five years. Can a run like that continue or do you have to wait for the stock to pull back now before getting into it?

PETER ROY, SENIOR ANALYST, PNC FUNDS (ON-CAM) ENGLISH SAYING:

Sure, we've owned the stock for quite some time. It certainly isn't as cheap as it once was. But the company has spun off from IAC Interactive several years ago and was relatively under fallout. We think they can grow earnings about 25% next year so we'd still be buyers.

ANCHOR (OFF-CAM) ENGLISH SAYING:

Alright. What about Boston Beer - switching gears a bit here - makes Sam Adams, makes Harpoon, what's that got going for it?

PETER ROY, SENIOR ANALYST, PNC FUNDS (ON-CAM) ENGLISH SAYING:

Sure. Well, it's been in the business for about 30 years. It's a craft brewer based here in the United States that has had a tremendous track record of growth. It's still run by its founder and it has a very wide and capable distribution network, which is key in the beer industry.