Pullback provides great value. But you have to be careful where you think tech's going to go in the next 6 months. Company and fundamentals are in good shape. The Huawei thing is going to hurt the sector. Piece it into your portfolio in the next couple of months.

Look at taking some profits, based on where we are in the cycle. As Amazon starts to retreat out of small suppliers, Shopify fills that void. Valuation is rich. If it's already been a solid part of your portfolio, leave it in there, just pull it back a bit.

(A Top Pick Jun 06/18, Up 31%) Has pulled back profits, based on valuation vs. where he thinks rates will be in the next 6-8 months. Benefits from lower interest rates.

(A Top Pick Jun 06/18, Up 19%) Rocky road for Bell. Hasn't performed as well as investors would like. A dividend play, so you get relatively stable, good earnings and cash flow. Has trimmed in the last 4-6 weeks.

(A Top Pick Jun 06/18, Up 8%) Banks have been a difficult sector to play. They can swing. Take money off the table.

Low volatile, dividend player that protects capital. Wait for it to get down to around $25. Will suffer in a higher interest rate environment. One of the more solid dividend payers. Dividend now is about 6.9%. (Analysts’ price target is $20.38)

Might be time to get in if you like the space. It's switching out of NA markets. Can be a viable play in China. Never try to catch a falling knife. Wait for the dust to settle. Recent move has created some decent value in the stock. Be aware that small caps in specialized areas react strongly to a bad quarter.

Disproportionately being hammered based on a perception by the market that something really, really bad is happening. Would be hurt a lot if there were a recession tomorrow, and housing demand was down. Not a bad time to get in from a long-term view. We will get a recession in the next 1-2 years, and the pullback now may mean that it weathers the downturn better. (Analysts’ price target is $113.46)

Likes it right now. Well positioned. Outperformed throughout the whole aluminum tariff debacle. Not a bad opportunity to get in at today's valuation of $21.46.

Has been pulling back on the whole sector. Would rather see the dividend north of 4%. Will probably see more price compression, perhaps $5, before you want to get in.

Going into the next couple of months, market's missed where the US consumer is right now. Wealth effect is being generated into the next quarters. Thinks consumer numbers will be better, and this will benefit Costco. Expensive, but offers value now.

Solid and continual dividend growth is what you'd want for a dividend play. Made a nice recovery since December. A little more room to run for the next 3 months, but be cautious near the end of the summer. Depends on the state of the economy and energy demand.

Why did defensive utilities fall today when the market also went down? Market today had a risk-off sentiment. Doesn't always hold that when rates go down, my interest sensitive stock must always go up.

Why did utilities fall today when the market also went down? This is a renewable, so it's a substitute for energy. Market today had a risk-off sentiment. Doesn't always hold that when rates go down, my interest sensitive stock must always go up. A long-term play, renewables are going to increase. Don't look at the day to day stuff, look at it for 10-20 years.

China-US trade war is having an effect on entire tech sector. It's a bit more immune to it, but he wouldn't be stepping in front of this train. Perhaps a bit more defensive as a tech in terms of its scope.