(A Top Pick Jul 7/17, Up 10%) He likes it from a timing perspective but there are other opportunities out there. There is lots of tailwind, however.

(A Top Pick Jul 7/17, Up 37%) He is going to roll this to Top Picks again. New management came in and they took a lot of mortgage risk. They wound that down so it is a non-issue now. That was the prohibitive factor for a take-out. They are now very cash generative and are buying back shares.

(A Top Pick Jul 7/17, Up 24%) Consumer spending growth has been an absolute hero. The company is being operated well. Management is following through so you should stick with this. He likes logistics.

A 25 basis point hike raises revenue $60 Million for the year. Every little incremental hike makes a big difference. It is 10% accretive to earnings. (Analysts’ target: $58.00).

He likes the transports a lot. There is strong economical growth and the secular global ecommerce trends are both helping it.

A big beneficiary of shale gas. They upscale into the markets and have higher margins. You have significant cost saves. They will eventually split them into two efficient companies about 2020. (Analysts’ target: $82.00).

He is neutral to positive on the name. You could look at a V-N or MA-N, which are better valued. It has really appealing moats. Valuation takes his view lower. He is picky in this area. Tech as a sector is a neutral.