BUY ON WEAKNESS

It's in the digital media/creative space. It's reasonably priced now. His price target is the current $250, so he'd buy at $210-220.

BUY

What tech stocks have growth and pay 4% dividends ? Cisco which is trading around $42. He owns it. Pays a dividend above 3%. IBM (he doesn't own it) who are turning it around. Right now in the low-$140's is a good time to buy it.

BUY

What tech stocks have growth and pay 4% dividends? Cisco which is trading around $42. He owns it. Pays a dividend above 3%. IBM (he doesn't own it) who are turning it around. Right now in the low-$140's is a good time to buy it.

BUY ON WEAKNESS

He owned it from $70 to $150, then re-bought and re-sold it. His target price was $280, so he will buy it south of $240.

BUY ON WEAKNESS

A leader in this space. Qualcomm bought NXP, but that's mired in the current US-China trade dispute. Meanwhile, Qualcomm came down. So he bought an option. Try buying an option going 2-3 months. Pays a yield of 4.3%.

BUY

Google vs. Alibaba: He owns both. Both have leadership in the West and China, respectively. Under 25% of Google's revenue stream comes from the search engine, then they re-invest it. The search engine is like a piggybank and takes up a huge proportion of overall online advertising revenue. Similarly, Alibaba is dominant in China. They have long runways (as noted in how Google reinvests revenue from searches). As for Trump's tariffs, these are nickels and dimes against the big scheme of themes--unless the tariff war escalates.

BUY

Google vs. Alibaba: He owns both. Both have leadership in the West and China, respectively. Under 25% of Google's revenue stream comes from the search engine, then they re-invest it. The search engine is like a piggybank and takes up a huge proportion of overall online advertising revenue. Similarly, Alibaba is dominant in China. They have long runways (as noted in how Google reinvests revenue from searches). As for Trump's tariffs, these are nickels and dimes against the big scheme of themes--unless the tariff war escalates.

COMMENT

It's been hurt recently. It's one of the leading assemblers of smart phones, particularly iPhones. Taiwanese stocks are affected by the downtown in the Chinese stock market, down 17-20% year to date.

PAST TOP PICK

(Past Top Pick, June 1, 2018, Down 7%) A German-Dutch company, and the DAX fell 7% in the same time frame, so he's not surprised by its performance. It's the number-two global supplier of automative sensors. They have a long runway and strong leadshership. This is a great opportunity.

BUY

What Canadian company would benefit from 5G technologies, except the big telcos? No, there isn't one. By 2026, the 5G business will be worth $1.26 trillion globally. The problem is that service providers have to invest a lot of money and wait a long time to recoup that money. He, instead, invests in the companies supplying these service providers, like Cisco and Celestica.

TOP PICK

He thinks the market is undervaluing their growth rate--they have grown past revenues beyond market estimates. By 2020, revenues should exceed $4 billion instead of $3.6 billion. (Analysts' price target: $32.87)

TOP PICK

Catalysts are e-sports, streaming and geographic distribution, with 30% of revenues coming from mobile. The Overwatched League involves people watch other people play. Even the owner of the New England Patriots bought a team on this league. It has a great runway. (Analysts' price target: $77.50)

TOP PICK

They enable customers to operate in the hybrid Cloud world. They hold the hands of customers to transition into the Cloud which is growing. On June 22, they reported. They have had growth rates of over 20%, but they lowered it to 14% that they blamed on fixed income. He thinks they were moderating investors' expectations after a serious run. He sees 20% growth in the coming year. (Analysts' price target: $167.68)