Star Bulk Carriers Corp. (SBLK)

Never trade this, because most of your return here comes from the dividend, a variable 20% divvy. Hold this at least one year.

(Top Pick Feb 27/17, Down 9%) He sold at $13.50. He trimmed that back. He likes the area, but it got too much hype. He is looking to get back in.

This is the way to play commodities – through volume and not price. He loves industries that are coming out of bankruptcies. He does not think commodity producers are going to compete on price. (Analysts’ target: $7.60).