(A Top Pick Dec 06/18, Up 14%) Hit new all-time high this week. Protypically recession resilient. Boring, but should perform well in a maturing economy.

Impressive chart. Performing decently. Outperforming Amazon. Worries about valuation, and growth rate is still in single digits. Prefers something like Dollar General.

Pressure under US-China issues. But 200-day moving average starting to turn higher now. Very strong name.

JNJ vs PG He'd choose PG. JNJ has lawsuits still hanging around. Since mid-summer of 2018, JNJ has underperformed PG. Watch out for valuations. PG is trading at 24x, with a 7% growth rate. PG is the largest consumer name out there and will continue to grow.

PG vs JNJ He'd choose PG. JNJ has lawsuits still hanging around. Since mid-summer of 2018, JNJ has underperformed PG. Watch out for valuations. PG is trading at 24x, with a 7% growth rate. PG is the largest consumer name out there and will continue to grow.

Decent growth rate of 11-12%. Resilient stock in case of a recession. Very smart rural locations, away from competitors. Strong technical chart.

Has moved higher with value and cyclical stocks. Technically, he's neutral on it. Would err to not owning a cyclical bank at this point of the cycle. At some point, we're going to have a slowdown, and you want to be prepared.

Tim's is slowing, Popeye's and Burger King have strong numbers. Likes this name. Good combination of income and middle-class global growth. Not cheap, but not expensive. Be patient with the Tim's turnaround. Lots of competition, but they can pull it off. Yield is 3.1%. (Analysts’ price target is $79.50)

Growth-oriented. Trading at 16-17x earnings, with a 16% growth rate, so PEG is cheap. But can be affected by global macro picture, so be somewhat careful. Valuation is good for type of growth you're looking at right now.

Yield is 6.25-6.5%, which is pretty good. If you believe the underlying securities will do well over the next few months, you're better off owning those securities as you'll get more in capital growth. But if you think they'll go sideways, you're better off with the ETF. Very defensive.

Has never held it. Valuation is high. Try entering at the 200-day moving average. They deal in the small to medium space, so will get hit harder in any slowdown. For tech, he usually looks to the US for Visa, Mastercard.

Great streaming product just released. Stock's a bit overdone at this point. But likes it long-term.

Develops and owns wireless communication and broadcast towers globally. Need for a lot of data is as unavoidable as death and taxes. Data consumption in US is doubling every two years. Good defensive name. Yield is 1.78%. (Analysts’ price target is $222.53)

One of largest healthcare companies in the US. Retail, pharma benefits, healthcare benefits. Defensive, attractive valuation. Yield is 2.67%. (Analysts’ price target is $79.28)

Secular growth story. Great long-term hold, despite current issues. Advertisers will continue to pay more. 20 consecutive quarters of positive earnings surprises. PEG ratio of only 1.1. Not expensive. Favourite FANG stock. No dividend. (Analysts’ price target is $235.00)