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He sold in February but not over privacy issues, but because he got stopped at. He thought Zuckerberg did a great job at the Capitol Hill hearings. When they reported last week, they boasted an over 40% earnings growth rate, so the controversy hasn't hurt them. He'd like to get back into Facebook. It's too early to say if Facebook users will abandon the platform.

Bill Gates owns 12% and keeps buying this at new highs. That's when this really caught his eye. This is a play on the internet of things in many areas. They do everything from laundry services to cleaning oil drilling machines to food waste management. They report earnings tomorrow, so maybe wait till then. (Analysts' price target $148.44)

A petrochemical company. They're vertically integrated and in many markets. They're winning business with strong earnings. The street is neutral on this, but this could be a commodity-uptick play. Decent yield of 3.78%. (Analysts' price target $117.89)

If they do this right, Okta can get rid of multiple passwords that every computer user has. I.T. departments of major S&P companies have embraced this company. It has seen an 76% increase in customer subscriptions and a great 67% return YTD. (Analysts price target $46.57)

(A Past Top Pick on Aug. 30, 2017, Down 0.17%) It's rallied 10% off the lows. The market reacted well to last week's earnings with a strong balance sheet. During the conference call, the CEO addressed several investor concerns, including bottlenecks. Bad weather hasn't helped. It's his worst-performing stock of the past 12 months, but he'll hold on.

What gold bullion ETF to buy? Gold has been dead for a while. That said, he's playing gold through the names like Franco Nevada. The old adage is that US dollar and gold don't correlate. But he would buy gold hedged to the USD or playing through a Canadian gold name.

Sell Walmart and buy Couche-Tard? Yes. ATD was a big holding of his. ATD is down 20% recently, perhaps to rotate to energy, but there were worries of U.S. fuel margin pressure, but he expects a turnaround here with this as a growth-driver for ATD. They've done a great job absorbing acquisitions (which they're known for) and making them accretive, but internal initiatives like offering organic food are also driving them forward. Valuation has fallen to 13x. He loves it and will go back into this when he has space for it.

He owns this as well as the XLF-N, Goldman Sachs and other stocks in the US financial space, which has fallen from a growth to a value space. It's curious why this space hasn't performed so far this year. There's a lot of pent-up valuation in these names. Sit tight and hold.