FANG stocks are expensive, like MSFT-Q. It scores well for him on price momentum and has high return on equity. They have a yield now and beat on the last quarter.

It is a solid long for him. It was a Top Pick not too long ago. Recent price momentum is fine as is price valuation. They beat on the recent quarter.

There is a chance that AMZN-Q shifts some of it business away from USPS. Solid return on equity. Reasonable valuations. But there are other stocks that score better for him.

They are in the midst of acquiring another REIT. They are diversifying away from Loblaw’s. He likes the combined entity. He is currently short because of the spread on the acquisition.

They are a reasonably priced company. A quality company with quality management. They do fairly transformational acquisitions into some other business lines. They are in the top 5% on valuation. They need to deliver on their most recent acquisition.

They are vulnerable if there is a trade war. The stock has come off. Its valuation was reasonable. 2% yield with a low payout ratio. Top 1% on price momentum.

Discipline is more important than chasing really high valuation stocks. It is in the bottom 2% on valuation and yet in the top 1% on momentum.