It's 40 micro-businesses in software enterprise in areas such as healthcare planning and legal professional services. They have negative working capital which he always believed is a bad thing, but here they're generating cash in their business and never need to consume cash. They can react to change quickly. (Analysts' price target: $300.55)

It owns positions in Alibaba and Sprint. They have a $100 billion VC fund, the most powerful anywhere apparently. World-class assets. (Analysts' price target: Yen 12568 )

The third-biggest player in cosmetics. They bought Cover Girl and Max Factor in 2016. They do the labelling behind fragrance launches. It's at rock-bottom prices now but will rise, perhaps by a sale. (Analysts' price target: $17.23)

(Past Top Pick on August 30, 2017, Up 55%) It hasn't been an easy ride, especially if you use stop losses. He's been in and out of it the past year, but remains a big fan. Clients include Facebook and maybe Alibaba. The CEO owns 8% of the company. Their big issue is a short seller questioning the health of their accounts, but the core of their business remains strong. The only headwind is Adobe buying Magento as a direct competitor.

(Past Top Pick on August 30, 2017, Up 19%) They're spending $11 billion on technology this year which distinguishes them from their peers. Pays a 3% dividend yield. Still a winner.

(Past Top Pick on August 30, 2017, Up 12%) It's a great proxy on the Canadian economy with access to all the major shores. It quiet sneaked up to new highs after languishing a bit. Still the premier rail operator. Good management.

What will be the impact of the trade war and tariffs on Canadian rails? He doesn't know, but wouldn't worry too much. Note that in the past month CNR has gone up while CP has gone down. CP may be more impacted, but it's also dealt with a strike. He prefers CNR and still likes it. They have the Chicago Advantage with their line running through Chicago without getting stuck in that huge hub. CNR is a great proxy on the Canadian economy.