(Top Pick Feb 25/16, Up 42.24%) He does not expect this kind of run in this time frame, but he looks for undervalued opportunities. MFC-T was unique in that they had a rough quarter and yet still increased their dividend. Rising interest rates and a steeper yield curve really benefitted them.

(Top Pick Feb 25/16, Down 3.34%) He got a small profit out of this one. They are a great low cost operator. But they did not get any traction so he moved on. They are now acquiring American Apparel’s distribution assets.

(Top Pick Feb 25/16, Up 21.75%) He is not chasing high flying pharma, but the more steady, boring ones that people use more and more as they age. They grow by acquisition.

They are very unique in that they are in the retail space, but they are able to get their inventory cycled through the system and out to the public so quickly. They always have a constant flow of heavily discounted items that continue to flow through. Along with pairing with Markets that certainly helps them to cultivate a home grown brand of themselves. You are always going to need to buy windshield washer fluid and other auto parts.

Chip Maker. You need to look at it as the inputs to secular growth trends like virtual reality, drones, and many others. You need to be careful of international trade policy revisions. You may prefer Intel as safer and get a half position in that as well.

He thinks it will get the same benefit as gold. It looks like it is finding a support level on the chart and it is probably not a bad opportunity to step in at that support level. It will be more of an inflation protection than anything else.

He believes it will be headed upward because of the commodity and production growth. But there may be some more near term downside, based on technicals. You are going to see this move to a higher price point, but short term there will be some volatility.