It's in the digital media/creative space. It's reasonably priced now. His price target is the current $250, so he'd buy at $210-220.

Software service company. The sector has been one of the best performing in the market. Great company. They own other companies in the space like Microsoft (MSFT-O). Valuation is a little stretched. He would wait for a pullback to put new money on it. Well run company.

He thinks Adobe is like a rocket and wishes he owned some.  He likes their business model and would buy near $150.  He would buy-half today and wait for pullback to buy more.

(A Top Pick March 21/17. Up 59.71%.) This company really benefited from a shift in its business model to subscription. Once people are subscribing, it’s very easy for them to put the price up, which he thinks they’ve done 3 times in the last year. They're growing their revenue, their profitability and their market share. It is still a Buy.

(A Top Pick April 27/16. Up 39.46%.) Every quarter has been better than the previous quarter for 8 straight quarters. Earnings rose 370% when they reported last month. 26% growth in their Cloud business. It is very, very heavily used in corporate America.

The two most important themes and most resilient in this market are technology and financials. Semiconductors look great. Software looks great. This company fits in a couple of key themes. They were the original big software company to go to the Cloud, selling their software by subscription. Today, 82% of revenue comes as a subscription. That is really attractive, because it is pretty predictable. Not only that, but revenues are growing very, very nicely. Revenues were up 22% in this most recent quarter. They should be able to grow revenue at 20% for quite some time, but because they make it and sell it a lot of times, as they grow their revenue, the margins go up. Their margins went to 36% from 31%, and the earnings went up 42%. Not an inexpensive stock, but the leader in software for Digital media, and we are all consuming quite a lot of Digital media. (Analysts’ price target is $143.50.)

(A Top Pick Dec 16/15. Up 9.35%.) People know it for Acrobat the PDF maker, but they do a whole host of other products that are useful. They have Creative Cloud, and still need to migrate many of their existing clients to pay for the license for the subscription based model, which is extremely beneficial for them. They’re also focusing on reducing some of their costs. In general, this is a really strong, cloud-based solutions story.