Markets under pressure in September creating opportunities? There's always volatility in an election cycle, which will bring opportunity. Covid and low interest rates are two other dynamics also affecting markets. The market will trade down in a relatively tight range.

Your view of the tech sector going forward? Those stocks that haven't rallied with high yields but are sustainable, such as telcos, that's the place to go. The rally is not tech, but US tech. Why would you buy Amazon at 143x PE? The smarter trade is to buy Alibaba at 24x. Chasing expensive US tech will eventually result in investors getting their heads handed to them on a plate. The opportunities are the ones that have lagged, so go there.

Premier bank in India. Going forward, we're going to see a fair amount of pain. With loan losses and low interest rates, bank profits will be under increasing pressure. Not a buyer of banks at this point. In a better environment, he thinks highly of this one.

Did cut its dividend, but these are unprecedented times. Big oil has to come to grips with the new renewable environment. Most oil is heavily discounted, so this is a long-term opportunity. It's a turnaround for the whole industry.

Great product. Challenge is the valuation is extremely stretched. Reticent to pay a high multiple for a company that's first to market as, ultimately, it will attract competition. It's a trade, not an own.

(A Top Pick Sep 06/19, Up 12%) Likes it and its 5G exposure. Sold because it didn't hold up well during the March 23 selloff, and likely wouldn't do so again. Fairly valued at these levels. If it got into the $15-20 range, he'd be a buyer again.

(A Top Pick Sep 06/19, Down 4%) Escalation of issues in Hong Kong, plus low interest rates, so it was time to move on.

(A Top Pick Sep 06/19, Up 7%) Likes the sector. Opportunity now, as it's heavily oversold. Take a look at the category and add a second name.

You want to buy it when it's on sale. A bit rich here. The diagnostics is an area of growth, but we'll have to wait and see. Hold, if you have a good entry point. Good quality company longer term. Not a buyer at this point.

There are so many opportunities ahead of us for electric vehicles. The valuation is extremely high. Go ahead and trade it or use options, but there's too much risk for a 2-5 year timeframe.

Great company, but he has trouble with the valuation. If you own it, take some money off the table. Struggles to see how much more upside we can get. Don't confuse a good company with a good investment. Better opportunities elsewhere, especially in other parts of the world.

Raised dividend for 57 years. Nice balance between drug business, consumer products, and diagnostics. Likely to see acquisitions in consumer and diagnostics. A beneficiary of the post-Covid environment. Long-term exposure to a global healthcare leader. Good valuation. Continued performance. Yield is 2.08%. (Analysts’ price target is $163.63)

Structural growth story for 3-5 years. Great exposure in US, with growing international presence. Really likes management. Healthy dividend that has grown at 9%. Yield is 2.09%. (Analysts’ price target is $39.11)

Attractive entry point. Likes exposure to semis and consumer electronics. A world class business at a discounted price. Dividend has grown at 27% for the last 10 years. Asia is oversold, and so is best positioned for a post-Covid recovery. Yield is 2.41%. (Analysts’ price target is $1571.10)