He explains this in my interview with him herein.

FORBES: CIO-plus Series: Interview with Matt Aiello, Partner at Heidrick and Struggles CIO/CTO Practice

Disclosure: At the time this report was published, out of the stocks discussed herein, Paul McWilliams had a long position in AAPL, CREE, and INTC.

FORBES: Why Apple Earnings Didn't Dissappoint, Intel Too

Disclosure: At the time this report was published, out of the companies discussed herein, McWilliams had long positions in AMAT, CSCO, INTC, MRVL, NETL, ORCL, QCOM and TXN.

FORBES: Dell Earnings: A Stroke Patient Learning To Walk Again