(A Top Pick Jan 17/17. 0% return.) There are really 3 players that dominate the entire space, and she switched to the leading player, Amerisourcebergen (ABC-N).

(A Top Pick Jan 17/17. Up 13%.) Still thinks this is underperforming from where it should. Nothing has fundamentally changed. Thinks the upcoming quarter will be very good.

CCL Industries or Intertape? She bought this at the start of 2013, and it has had a phenomenal run, but exited a couple of quarters ago. It seemed that a lot was being priced into this stock. She has another company she likes in packaging, where expectations are a lot more reasonable. (See Top Picks)

This company has a huge backlog. There is a lot of demand for aircraft, and not a lot of companies that are producing. This is not something you want to own in a market correction. This is something that could do really, really well for you, but you have to be on top of this name for any signs of credit quality in a weakening economy, or even if the market started to top or turnover.

(For a 5-year hold?) Pretty well everybody in the sector has done a lot to take costs down, and make investments into digital enterprise. You have the combination of a rising rate environment that will be helpful. Credit quality across the group remains really strong. All this bodes well for the banks. She prefers Citigroup (C-N).

Her portfolios don't have much that touches the end consumer, just because of how quickly consumers change their minds. Recent surveys showing usage trends seem to be down on the younger age groups. That is always a concern with companies like this, especially when it is trading at its current valuation multiple. If consumers changed how they viewed this company, that could be disastrous for the share price.

Has owned this since 2012. There was a lot of fear on their switches and networking being old technology and their business was going to get destroyed. However, Cisco has managed this before. They take their installed base and then pivot to where the industry is going. Instead of selling switches and routers to IT people, they do consulting as to what is actually needed. They are selling a solution, as opposed to just a piece of hardware. Has done a good job on holding growth margins above 60%. The valuation is still attractive.

This has a very strong position on the overnight market, and they are expanding that. They are going through a capital spending period, so you really have to look at their cash flow profile on what they call a maintenance basis, not what they are spending on growth. They are close to an 8% free cash flow yield, which for that type of the business is pretty attractive. There are some very strong online tailwinds going on for them.

This has been really beaten up and lagging its competitors. Some exposure to the oil/gas industry, being Edmonton-based, put some stigma around it. It’s the 3rd largest design firm in North America. Thinks a lot of headwinds they’ve been seeing are behind them now. 5% free cash flow yield. Dividend yield of 1.4%. (Analysts' price target is $39.50.)

This has technology that optimizes the powertrain. That’s important, because you have all these regulations that come out on vehicle emissions globally, and thinks this one is being grouped in with the North American peak auto fears, but most of their revenue is from outside of North America, and they have powerful tailwinds from regulatory standards coming out. Also, they make about 5X more on electric vehicles. (Analysts' price target is $60.)

This is in packaging. It is more of a stable type name, that if we see markets and economy rolling over, it will do well putting some stability in your portfolio. They also do specialized materials, and are getting more into the health and hygiene segment. The largest buyer of resins so have a leading position in the plastics space. The industry is quite fragmented, so they have an acquisition strategy that has added significant value to the business. (Analysts' price target is $70.)

Markets.It is very difficult to predict the top of the market. Markets have steadily climbed. There is so much investor fear driven by headlines of "Is this the market top", "Should we be taking money off the table", etc., and the markets continue to grind higher. Since Trump's election, the Dow had gained 28.5%, the biggest one-year rally since FDR was re-elected in 1945. We still have relatively low growth, versus historical expansionary periods, and valuations are at highs. It is important to have a portfolio focused to high conviction, reducing the number of stocks, and able to target different parts of the market actively, as opposed to the broader market. Markets are now focused on the tax plan and what comes out of that.

This entire space has been doing well and there is more opportunity to continue grinding higher. They have a lot of company specific issues, with a lot around capital returns and expense controls. The industry has been kind of stuck at this level of operating expenses, so there are a lot of questions on being able to reduce the cost base through technology. It will be interesting to see how this plays out. If they can get some good expense leverage, plus capital return, there is a lot of capital on their balance sheets with their tier 1 ratios that can come back. It seems that, with this administration, they are going to accommodate that. Thinks the group continues to grind higher.

She missed the boat on this one. They were kind of lumped into the old technology type of group, but did a remarkable job of taking the installed base and getting into the Cloud side. Now Cloud accounts for about 26% of overall revenue, and now they are bundling those packages together. Have done a phenomenal job of that and have gone from a legacy technology provider, getting into the FAANG space. It's had a phenomenal run with EV to EBITDA going from 24X in 2.5 years. There are a lot of good things happening within the company. It's hard for her to get around the valuation at this time.

There are so many brands, it is hard to tell which one is going to be able to redefine and re-create themselves. This company has done a phenomenal job. For years they struggled with same-store sales growth. She is cautious on the consumer space, as consumer preferences change so quickly. In food space you have some new brands going more to fresh, and not the hamburgers/fries type of meals. This company has a new CEO with a new plan who has done a number of things to turn the company around. It has a 3% free cash flow yield, and there is not a ton of upside on that multiple at this point. It appears money is going to continue to flow to this company. Probably not a huge performer going forward, but probably not something you will get hurt on either.