They make devices that measure the temperatures of the leading semi-conductor chips. The market concern is that they are providing to a cyclical industry--but there's clear sailing for the next two years in this space. PHO boasts a very high ROE. Trading at 22x earnings. Expects 30% growth this year.

They continue to lose subscribers. A great product, though, which he uses. But the decline in subscribers make this a non-buy.

(Past Top Pick on April 26, 2017, Down 12%) Expenses rose $100 million due to increased costs to cover higher minimum wages. Also suffered from increased competition. He sold his shares along with other food stocks. Earnings will grow 3% this year.

(Past Top Pick on April 26, 2017, Up 14%) Still opportunity here for the next few years. A core holding for him. Governments are upgrading their fleets, including green buses, which NFI is developing (i.e. battery-driven buses). Most of their customers are in the U.S.

Earnings to grow 25% in 2018. Main challenge: it's still unprofitable as earnings are pressured. Cash flow is $1.10 this year but will decline to 84-cents in 2019. There are better opportunities in oil elsewhere.

They're working on a petroleum blockchain trading system in the U.K. If they succeed here, this is a great opportunity. It won't follow the Bitcoin trade, though it sharply spiked at the end of 2017 along with Bitcoin.

They're working on a petroleum blockchain trading system in the U.K. If they succeed here, this is a great opportunity. It won't follow the Bitcoin trade, though it sharply spiked at the end of 2017 along with Bitcoin.