(A Top Pick Feb 8/17, Up 24%) It has been a great place to be. Their other areas are a drag, like autonomous driving and so on. It would be nice to see them get the ‘other’ bets’ size down and give more disclosure. They have enormous cash to repatriate.

(A Top Pick Feb 8/17, Up 27%) People have been thrown out of the space because of GE-N. He could stick with this quite comfortably. They moved toward recurring revenue. They are a forward thinking industrial and a good one to continue with.

He sold all of his direct energy exposure Jan 31. He thinks there is a $55 to $60 for WTI going forward. He has a negative view of this sector going forward. Pipelines and mid-streamers is the place to be and there is a good story behind the return of capital, but it is simply a tough story. He would stay away from it.

It has had a great run. The valuation is not rally that stretched. He would like to see more growth. It is a consistent story with good cash flow. It is not a bad place to be but he is not involved. You need to see what happens in the next 2-6 weeks. Be cautious with new positions.

You put in a low and then you sit on your hands and let it work through. It will likely take 2-4 weeks or even months to work through. You have to clear the selling pressure. They have put up some great numbers and will be a great spot to step into at the right time.

BAC-N vs. PRU-N. He leans more toward the banks. You are taking on yield curve and interest rate risk with the banks, however. BAC-N is his preference of the two above.

BAC-N vs. PRU-N. He leans more toward the banks. You are taking on yield curve and interest rate risk with the banks, however. BAC-N is his preference.