Dentsply Sirona (XRAY)

Left in April and shares have fallen straight down including a 6% one-day decline after reporting a weak quarter in early May.

(A Top Pick July 19/16. Down 10.85%.) A dental manufacturer and dental consumables manufacturer. Got hit on August 9 with a weakened guidance. The issue they have is that they have to charge different prices in different economies, based on the middle class and what they can afford. He still likes the name.

(A Top Pick July 19/16. Down .09%.) This has been taking a pause. You can always play this as an emerging-market story. Trading at 14X earnings. Still likes this.

A dental supply manufacturing distribution. There is a lot of consolidation in this business. They have done about 5 acquisitions in the past year. A very low volatile name. Dividend yield of 0.49%.

(Top Pick Nov 12/13, Up 9.48%) Industry leaders. Customized dentures.

Dental equipment, CAD for dental, a way to play the consumer recovery, as dental visits are somewhat discretionary. They are leaders in their industry.