They are trying to make inventory more accessible by technology. The pharmacy side of the business is still facing headwinds. The mixed story in a tough sector is making this not very attractive.

This is a diversified financial. It has good emerging market exposure. He likes owning financials now, but thinks the valuations are getting too expensive. He would prefer Bank of America with a more US focus and the e-brokers.

This is a fin-tech company that posted great earnings recently. They are doing well and he likes them. The recent consolidation over the last year allowed them to grow into their multiple. He likes the technical momentum as well.

He would continue to hold this stock as they are doing everything well. They announced a $100 million share buyback. They put up increased iPhone X sales figures and sees it as the gateway into new tech with augmented reality.

They had a good beat on earnings and they seem to be turning the corner. The sector as a whole in the router world is critical to future growth of the internet. He would prefer to diversify his risk through an internet ETF.

If you are holding a capital gain, he would consider taking some profit. There is commodity pricing pressure with distribution issues. He would move on to greener pastures.

The exchange space may face some headwinds from a regulatory perspective. They have enormous amounts of data which people pay for. There may be fewer terminals on desks today; however, when there is tenseness in the market, they make more money. He likes it.