Think of this as the down the middle pick – good technical momentum with a beta of 1 of high quality holdings. Its revenues growth should be good in the second half of the year backed by good demographics and growth in China.

The recurring revenue from Office365 membership sales is great. Fresh and seamless with cloud revenues. Yield 1.7%. (Analysts’ price target is $110.13 )

He thinks this is the best of the bond proxy sector that may face some short term headwinds, but is backed by energy trends and modernization of infrastructure. He does not expect this to be a hero, but a conservative holding. Yield 4%.

(A Top Pick June 13/17 Up 29%) He sees no reason to move away from this holding. It is a consistent performer and will continue to do well. The independant gorilla in the Medicare and Medicaid space in the US. Did have a little bit of a pullback and consolidation. A very positive story and good momentum based on last quarter earnings.

(A Top Pick June 13/17 Up 33%) They are focused on missiles and cyber security. It is the future of warfare. North Korea and Iran are leading to large and growing budgets in defense. He continues to like it.

(A Top Pick June 13/17 Up 11%) He is happy with this as they continue to develop mobile applications and rivals Starbucks. They have a great distribution as well. Worldwide sales are rising. Over the past three years the stock price increase has been stellar.

A lot of investors underestimated their successful shift to the Cloud. They've done an amazing job turning this company around. However, expectations have now risen on this stock.