buy in good quality companies sumitomota, like electric, and we talk about airlines. >> why is toyota good quality company? i see these headlines quite often with car companies, they drop in front of my screen and they say they have got to recall thousands of cars because of an airbag situation. >> this company pays a dividend yield of 2.5%. solid long-term growth potentials and excellent balance sheet. the combination of valuation and improving momentum to me, makes it a standout by. >> dollar-yen versus euro-dollar. dollar-yen is winning. the bank of japan is winning right now. >> when i see something like ¥140 to the dollar, that is where i think it is going to end up. thinking about the economy drowning in a week currency. >> the bank of japan is going to push forward further with its attempts to revive the economy. strongoing to be a driver. i wonder about global deflation. the weaker yen makes taiwan more difficult. , companies that have coped with price deflation. when we talk about central , i look to oil in the summer and everyone turns to me and says, of course brent is wher