Customer service software. They continue to get more and more customers. The last three quarters were beat-and-raise. It is small enough to be attractive to take over. Today is a good day to buy it. (Analysts’ target: $56.93).

They are the largest publicly traded pharma company. If you have a specialty drug that has to be delivered to the home and then infused, this is the company to do it. This is who AMZN-Q would have to take out in order to do it. (Analysts’ target: $26.10).

A core holding. It trades at a big of a discount. It has earnings and dividend growth. It had this massive run that priced in higher interest rates, healthy US consumer and economy and the market is digesting the new reality of all of this being priced in. Own a basket of banks.

He Prefers VRTX-Q. You need to invest in the most innovative companies in this sector.

It has been a rough stock. Management over promised and under delivered. They made an acquisition that makes the stuff that is left behind when houses are robbed. No one wants the stuff.

Anything that is a yield proxy has been tough. Their growth profile is 3-4% vs 4-6% for the retail peers. The good news is that is trading 12% below their estimated net asset value. Trading at 15.3 times price to FFO which is the lowest it has been in a long time. This is a name really unexciting, but lots has to go wrong for this not to work.

This name really moves around. This company has some issues with respects as to what is classified as maintenance and capex. Some short sellers have drawn attention to that. It is a small cap. The balance sheet is not perfect. But it has a P/E of 10. 57% payout ratio and a nice dividend yield. You can have this name for a taxable account.