(Past Top Pick, July  9, 2018, Up4%) Just sold it. It was a summer play. Perhaps a little undervalued. It's been stuck. Range is $50-55. Staples (i.e. groceries) do well in summer, but less so in the winter. Why? There's a rotation into defensive stocks after summer as riskier stocks, like the FANGs, get choppy.

It is a summer play and often is.  The sector broke down quite a bit.  It is a trade and will get into the $55 area.  It is a bit of a contrarian play.  It is bouncing off the oversold level.  You don't want to be involved in it for too long.  It is not in an uptrend.  The sector itself has its own challenges and so he will likely be in it only until October or November.

It's been a dog in his portfolio, but he will give it one last chance, hoping for a rebound. Thinks it's been oversold.

There are a couple of sectors that have been ignored by the markets and this is one of them. He thinks this is the money rotational candidate over the summer.  It is on trend and has fallen back to that line.

(A Top Pick July 20/17. Up 0.69%.) This is a summer trade. Basically it is low volume. A great place to be while you are nervous about markets.

A seasonal play, plus it is coming off a pretty good entry point. This has the classic long-term trend line in play, higher highs and higher lows, so it looks like a pretty reasonable place to buy. Over the weaker months of the year, which we are coming into now, staples are a better place to be.

(A Top Pick May 30/16. Up 3.83%.) He just sold this on Monday because his broader indicators are showing that things are maybe a little overdone, and he was looking to raise cash.