A Chinese company failed to acquire this company. Now you have a lot of uncertainty left in this stock. He would prefer others in this space regardless. You will have a shift in the type of investor that will hold this.

(A Top Pick Aug 2/18, Up 106%) They made a big acquisition that gave them a big entry into sports betting and the UK market. In the US they are opening up their gambling restrictions. This company is firing on all cylinders.

(A Top Pick Aug 2/18, Up 9%) It is a slow and steady company but he likes the valuation. They recently increased the dividend 15%. They are good at making small acquisitions. There is a lot of spending going on from government.

(A Top Pick Aug 2/18, Up 66%) A year ago this company looked a lot messier. They are hitting record backlogs and revenues. The higher valuation is justified by growth.

He is not concerned about the distribution because it is a royalty structure. He thinks it is one of the faster growing companies in the space. 3% same store sales growth. Anything with a high dividend is getting beaten up because of interest rate fears.

It is a higher risk income stock. They sell energy contracts that you can lock into. They have to make more customers than they lose. Their recent quarter looked good and alleviated a lot of concerns that existed with the company.

They have chunky earnings. They are building out software as a service to the real estate market. You have to think 1 to 2 years on this one.