MSCI Inc. (MSCI)

This is one of his largest positions in their portfolio. He believes in active investment management, however, the world of ETFs is a juggernaut. This company makes custom indices for its clients. This success is likely to continue. He would buy it here.

(A Top Pick May 28/18 Up 7%) The compiler of stock indices. An 84% percent annualized return thus far, he says. It is a great company, because it is capital light, great returns on equity and the revenue continues to grow ($1.8 billion last year). Not a cheap stock and the technical chart is a work of art, he says.

It has been trading on 52 week high, has positive earning upgrades and all around good news. He pays them a fee for the proprietary use of their data. This is really a data company. The PE at the low to mid-20s is not bad with growth in the 30% range – a good ratio. Defensive in a down turn. Trade it knowing it is near the cycle top.

A very good looking chart. It has a nice upward trend and he sees it as a buy. A 50 day moving average would be a good reduce point to lock in gains and the 100 day as a stop. He likes that it is breaking into new highs. A hard stop would be $142.

A little-known financial services company. Not a cheap valuation, but you pay for quality. It has an amazing chart. They have little competition. You play the financial markets without buying a fiancial. They have a lot of runway ahead of them. (Analysts' price target: $152.17)