All these late stage cyclical stocks should be moving, but they are not. It has a model price of $81, compared to current closing near $32. There is some speculation that the Chinese market may slow briefly, but only to ramp back up by 2020-2022 with leadership reviews. If you own it, hold it.

This stock is going to $32. His model price is $36.66. People previously bought it for yield and now the stock is over-valued. As interest rates increase, it has to fall in value. Anything to do with pipelines is radioactive.

It has had a nice pullback here and he would buy more at $56.50. His model value is just above $66 right now.

He would consider telcos to be interest rate sensitive. He was hoping Rogers would go back to $53.60 to become a buyer. Right now it is over-valued by about 15%. Recent earnings helped pop the stock up, but expects he will get a chance to buy it lower. Yield 3.2%.

This is going through a hard time right now. He has a model price of $54.90, but thinks the stock will continue to move lower. It will eventually get straightened out and he will look to buy it at lower levels. The yield is almost 5%. He would add length near $40.

He would love to be a buyer near $85. The model is calling for 17% upside at current price levels. Current management instability may help push it down to his target buy level.

Cigarette sales are declining causing stock prices to decline. He has a model price of $77, with 40% upside potential. If it moved lower he would be interested. He would buy here and more near $54. Yield is 5%.