(A Top Pick Oct 12/17, Up 175%)  It is advanced monitoring in the home.  There are delays in their hardware.  The market is starting to question if they will miss their guidance for the end of the year.

(A Top Pick Oct 12/17, Up 386%)  You have to have this if you are going to play the broad based industry. 

(A Top Pick Oct 12/17, Down 10%)  The management team is very good at what they do with acquisitions.  He would stick with it.  They will probably start their next leg up here.

They make push to talk devices with a full app suite.  It is taking longer in the US for them to get approvals than was expected.

They buy the royalty rights for a company they are taking over.  It is a high growth business.  They have increased same store sales.  The value will probably go up from here.

Short selling:  He has not done much short selling in this space.  He tends to be long.  If he was going to do it, this would be the vehicle to do it with.  There would not be any M&A risk.

He just added to it.  He thinks the valuation is attractive compared to its peers.  They keep lowering their costs and get a premium for their product.  They did a good job in the extracted product market.