TOP PICK

This is a diversified health-care REIT, trading at multi-year lows, looks like it’s bouncing off them. Good yield. Value and income look right here. He is planning a buying program for this. He would use a stop at $21.50 because of the support there. (Analysts’ price target is 26.29$)

TOP PICK

Lumber and forest products company. Large company had a nice consolidation for 10 months. He is seeing a momentum breakout now. It is just starting to break out so he sees potential and is planning a buying program for this. If the stock drops, he will begin reducing at $33 and be out at $31. At the upside, he thinks the stock can go to $40. (Analysts’ price target is 32.00$)

TOP PICK

The stock paused in its rise and is now going back up. He thinks it will go back to its previous high, around $47, or higher. The fundamentals look good. The stock is seasonal (winter clothing). He is planning a buying program for this. He will reduce below $39.50 and exit at $36 (Analysts’ price target is 45.92$)

PAST TOP PICK

(A Top Pick March 9/17, Up 24%) Trading at just above 1x book-to-price value. Dividend of 1.7% will likely climb and/or continual share buybacks for the next few years. Will be $60 billion of capital returns to shareholders. A lighter regulatory environoment will help. Their global presence (i.e. Latin America) distinguishes them from other American banks, like Bank of America. 50% of revenues come overseas.

PAST TOP PICK

(A Top Pick March 9/17, Up 14%) Still likes it. Trending above their moving averages. Aging demographics in North America and rising interest rates are tailwinds. He likes that 55% of revenues come from the US and Asia. Manulife is looking interesting too.

PAST TOP PICK

(A Top Pick March 9/17, Up 43%) He bought this right after the tragic Vegas shooting last year when it dipped then recently sold it when he needed the money for another stock. Still likes it. They have a strong Vegas presence by owning nine casinos. Also have a long-term opportunity in Macao and will probably get a gambling license in Japan in 2019. Wynn Resorts is no longer a factor; Wynn is out of the picture.

COMMENT

It's all Asian with 58% exposure to Japan, and overall totals 2,200 names. He prefers AIA-US iShares Asia 50, which excludes Japan. He prefers China, South Korea, Hong Kong and Singapore which are performing better.

BUY

Prefers this to VA-H which has 58% exposure to Japan, whereas he prefers investing in China, South Korea, Hong Kong and Singapore which are performing better. AIA excludes Japan.

COMMENT

Stock had a boast last week with a strong earnings report. A solid stock and he likes this space. Big data has a promising future--AI demands more, better chips from makers like this. But he prefers the companies that make the equipment that produce these semi-conducting chips, like Applied Materials, AMAT. Nothing against MU though.

TOP PICK

The world's largest online and mobile commerce. Has a huge, untapped internet audience in China with half the penetration rate of the U.S. Long runway. Management just raised guidance on revenue growth to 55% from 49%. Compared to Amazon, trading cheaply. (Analysts price target: $229.86)

TOP PICK

Fears of Amazon entering their space pressured their stock price, but it's hard to duplicate FedEx which has a massive army of vans, planes and couriers. They're still a duopoly with UPS. Guidance was just raised against a backdrop of global economic recovery. Trading at 16x forward earnings. 14% longterm growth rate. (Analysts price target: $286.56)

TOP PICK

Recently bought this. Burger King is doing quite well though Timmy's has been flat. Good combo of 3% dividend and growth. (Analysts price target: $90.35)