He's been underweight energy for a long time. CJ just bought Devon Energy in the U.S., loading the balance sheet do do it. He's been averaging down on this stock and would still buy it. Buy this if you think oil will hold at current prices or rise. Pays a 7.6% dividend, which is safe. He sees lots of upside. (Analysts' price target: $6.73)
(Past Top Pick, August 24, 2017, Up 39%) A demographic play even though U.S. starts are slower than expected. But they should pick up. He expects Millennials to use Home Depot in the coming decade as they buy homes.