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BUY
BUY
April 30, 2018

Earning last week were great. They're winning lots of business in web services He's more positive about MSFT now, given what's happening to competitors in this space like Amazon. He's positive about this stock, but holds enough tech stocks so he isn't buying it now.

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Microsoft (MSFT-Q)
April 30, 2018

Earning last week were great. They're winning lots of business in web services He's more positive about MSFT now, given what's happening to competitors in this space like Amazon. He's positive about this stock, but holds enough tech stocks so he isn't buying it now.

BUY
BUY
April 30, 2018

Stock is up 2.5% YTD. His colleague argues that given their capex peak in mid-2017 followed by absorbing the MTS (Manitoba Telecom) subscriber base, their their free cash flow should be strong in the future. Telus is the strongest of the Canadian telcos with great numbers. It looks good going forward. Their cash flow will help them weather rising interest rates.

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Telus Corp (T-T)
April 30, 2018

Stock is up 2.5% YTD. His colleague argues that given their capex peak in mid-2017 followed by absorbing the MTS (Manitoba Telecom) subscriber base, their their free cash flow should be strong in the future. Telus is the strongest of the Canadian telcos with great numbers. It looks good going forward. Their cash flow will help them weather rising interest rates.

BUY
BUY
April 30, 2018

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.

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Facebook (FB-Q)
April 30, 2018

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.

TOP PICK
TOP PICK
April 30, 2018

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)

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Ecolab Inc. (ECL-N)
April 30, 2018

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)

TOP PICK
TOP PICK
April 30, 2018

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)

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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)

TOP PICK
TOP PICK
April 30, 2018

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)

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Okta, Inc. (OKTA-Q)
April 30, 2018

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)

PAST TOP PICK
PAST TOP PICK
April 30, 2018

(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.

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(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.