TOP PICK

Supply chain management for hospitals. Garbage cans with RFID tags. They do supply chain throughout the hospital. This is one of the cheapest entry points. It is well owned by management.

TOP PICK

Very well owned. Great management. They are growing at an exceptionally great rate. He thinks they will beat their numbers when they finally report.

N/A

Markets. We had a reflexive bounce off in some of the commodities. We had persistence in sectors with stable earnings and good trends. We are at high levels of inventories to sales. The Fed is worried about some things. The Yen is the big trade that tells us a lot about markets. We had a rounding bottom in 2015 and now it broke out. He owns the Yen. The Yen is telling us the market (S&P 500) is tired. We might see a revisit of the December/January lows. You want to go into strength in the S&P.

TOP PICK

The Liberal government is already baked into the chart. They did a recent earnings beat related to Ontario, offsetting Alberta energy. He is looking to add to it aggressively, especially as it comes to the bottom of its recent trading range.

TOP PICK

Largest beverage company in the world, strong brand-driven assets that make competition coming in very difficult. He just entered this trade as it broke out from 2015 highs. Fantastic company with a good yield. The space is doing very well.

TOP PICK

Cheese and Milk. It just broke out. It has a fantastic balance sheet. Recent earnings caught analysts off guard. If it comes back a little big he wants to add to it.

BUY

We have a downtrend from 2014 and then a break. It is a double from here. There was a bear trap in February. We got through some resistance from a last August level.

BUY

It broke out and has some pretty nice upside. The target is short term - $12.50

DON'T BUY

$15.70 is the resistance level and then the next one is at $15.74. We have a down trend break. He would not jump in here, but would wait for a new high.

DON'T BUY

The chart is not that helpful. It has a rounding bottom right now and the longer it bases the more it is a precursor to upside. It is currently trying to get through $5.12 and then it will have some room to run. The 200 day moving average is around $9. He owns no energy at this point in time, however. Some other names have much more upside. The target could change any time.

WATCH

He looks at seasonality. Sometimes it gets skewed forward or pushed out. We have a recent base. Some of the indicators are turning down right now.

DON'T BUY

The banks would have liked to see a rate rise. It is one of the poorer looking bank stocks. There is nothing in the chart to say go buy it. It’s not terrible to invest here and collect the dividend, but he sees no catalyst or driver for the stock.

DON'T BUY

A monthly charts shows if there is persistence. Gold broke out of a downtrend this year. ELD-T is in a downtrend, but broke it recently. XGD-T is a basket so you don’t pick the wrong one.

BUY ON WEAKNESS

It is in the right space. Technically it has been a tough go for medical last year. It is one of the few sectors that is in a secular bull market. There is a downtrend that may have broken. This would be one you could add to. There will be some resistance until $5.10.

PAST TOP PICK

(Top Pick Mar 5/15, Down 0.88%) He saw it was starting to be toppy. The dip at the end of the summer didn’t give him confidence. He likes the sector and would revisit this one.