(A Top Pick April 3/17 Down 21%) This was previously Wi-Lan. It lost $12 million last quarter, but with $49 million in cash flow. They have done three material takeovers on the last year. This company will be in expansion mode and he continues to like it as a turnaround candidate.

(A Top Pick April 3/17 Up 29%) He likes how this has worked out. He thinks the new salary metrics for the CEO is poor – it reflects pure greed. He thinks it will go above $1 billion in revenues soon and could double in share price.

(A Top Pick April 3/17 Down 0.6%) This was taken over by AE Industrial on 09/12/17. The company was into electronics. He knew the company was looking to be taken out. It did not sell for much of a premium when it sold.

He invest in this space (digital payments), like Shopify and Visa. SQ fits here. Stock has been doing well, stronger than 98% of S&P 500 with a solid growth rate. Equity markets are getting better which is a tailwind. There's still room to run.

Semi-conductors have become volatile in the past few weeks. Money is leaking away from some financials, though it's not a major problem. People are finding cash to buy energy and materials. Semis will be okay and perform well.

They make a skin patch to monitor for irregular heartbeats then indicates on an app whether there are heart issues. Patient incomes are 3x as good as the next-best technology. This captures only 6% of the U.S. market and not international yet. IRTC did not break down during the recent correection. Strong.

Small-mid caps are starting to rise to the performance of large caps. This ETF is behaving very well. He'd buy it. If tariffs continue to be a concern, then small-midcaps are less exposed, which is maybe why they're performing better than the large caps. He has 10% US small-midcaps in his holdings.