Stock price when the opinion was issued
One of the issues with the Consumer Discretionary space is what is called the “Amazon affect”, which has had such a major impact on so many retailers. He thinks you are almost better off picking a retailer that has been able to restructure itself and immunize itself as best as possible against Amazon. Coach (COH-N) would be an example. If you can afford it, he would buy Amazon as your starting point and look for a couple of retail companies that you think have an opportunity to continue.
(A Top Pick Feb 07/20, Down 9%) This was the peak of the market. AMZN-Q is about a quarter of this ETF. It is important to know what is in an ETF before buying it. He exited this sector.
(A Top Pick March 23/15. Down 1.21%.) Sold his holdings on April 23 when it was reaching the end of its seasonal period. It tends to do really well from Oct 28 until mid April, and it did exactly that this year. May still may be okay for this, but in June it starts to fall off. (See Top Picks.)