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Market. US Bond yields of 30 year bonds are down over the last 30 years but you can see a double bottom and they have broken the trend to the upside. We had a great melt up since the beginning of December. We are out of the disinflationary camp. There is synchronized global growth. We are moving almost to inflation. A stock breaking though its trend line like this would be bullish. In 2013 the TLT ETF lost 20% in 4 months and it holds government bonds. You have to be tactical in fixed income this year. The strategy makes sense.

(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.

He went more positive back in the fall on energy. He is comfortable being out of Canada in energy. This is a good time to build a position in energy but this is not where you get the bang. Your opportunity cost will be significant. He likes XLE-N, the ETF. Or XOP-N is more E & P.

The US labour market is very tight. Any number of measures suggest this. You are seeing this work through into modest wage appreciation very slowly. With synchronized global growth compounded with reduced cap-x and fixed asset investment, he sees very high profit margins and a move away from labour and into technology investment. This is all good for this company. People watch it with regards to tightness of the labour market. He thinks investing in the labour market is appropriate.

A highly competitive industry. It has been sideways all last year. He thinks it might go lower because of the rate picture. It is a bond proxy, which he thinks you should stay away from. He would steer clear.

Medical devices. A good global name. He has been bullish on medical devices for quite some time. He has shifted that down recently because it was getting close to his break points. Earnings were ratcheted down because of hurricane noise because of Puerto Rican noise. IHI-N is the US ETF he would use to take positions in this sector. You want to get through this next quarter. You have good metrics.

He prefers not to take the company specific risk. He prefers OIH-N. SLB-N is extremely well run. It is making up a lot of lost ground at this point. He prefers E&P. The XLE-N is another ETF to consider.

Seniors sucked a lot of people into the sector for a long time because it was a low wage sector. It seemed to all line up well but in actual fact you don’t actually want to move in there. For the last 8 years the interest rates supported them but now you have the theme not having played out and this one is small and has no yield. It will trade with the space, yield or not. Get into materials or energy. He does not think it will come back.

The company is well managed. It is large cap. Its growth profile has been phenomenal. It is a well executed strategy. They are one of the top casino managers in the world. It is trading at a great valuation level with a good growth profile.