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It depends on time horizon and risk tolerance. This is one of the champs on generating return on investment for a very long time. If you use pullbacks to get a position, get advice on how to time your entry and how to build a position. It is an appropriate time to be buying some.

He is bullish on healthcare. It began underperforming in 2015. It broke out recently. It is the largest industry weight in almost all of his portfolios. His biggest concern is that they have a direct exposure to pharma prices. He prefers United Health. XLV-Q plays it broadly but he does not recommend ETFs. You can see what happened to it in 2015.

He sold into the bid. He stays on the sidelines because they needed to deal with the financing and the merger integration, which will take several quarters. It makes sense to be patient.

They are in a good position because we are in the early stages of the adoption of 5G wireless. They are the clear leader. They have a significant exposure to US defense spending. We are in 3 of a typical 7 year defense spending cycle. It is attractively valued.

The VIX is not correlated with equity markets. It is more correlated with credit markets. Credit spreads have remained benign in the last 6 months.

(A Top Pick Nov. 21'17, Up 3%) Semiconductor masks, hard disk platters, and health sciences – eye glass lenses and endoscopes. Unfortunately there was a material change that caused him to sell the stock shortly after they recommended it. The FDA is concerned about the sterilization of endoscopes. It is unsure what the market share will be after they have launched.

(A Top Pick Nov. 21'17, Up 15%) Humus is one of the faster growing food categories. They also are the 5^th largest producers of coffee. He has been in it for over 10 years.

(A Top Pick Nov. 21'17, Down 8%) They make parts for scientific instruments as well as the instruments themselves. They are the only producers of some sensors.

He sold in 2013/14 because cross selling did not work. They were going to increase returns to shareholders and that did not materialize. As a British bank they are in a better position than a European bank. But he does not want to be a British bank because the American markets have access to your capital. He thinks the outperformance of non-Canadian banks is probably over.

He does not recommend it. It is an excellent company but he is concerned about the demand for construction equipment. Commodity prices have come off high boil. We are a long way from a decade long run like the 2000s.

He does not anticipating anything in particular to happen with earnings. They have guided toward higher operating expenditures. Normally they don't spend as much as they guide to. He got out because of declining engagement on their platforms. Core growth is from Instagram. He prefers AMZN-Q because they get a lot of advertizing dollars. He prefers it over GOOGL-Q also.

[Is Europe a bad bet?] He would broadly stay away from European banks. They have a limited history as public companies. Europe is terribly over banked. He suggests you are better off with an American bank that serves Europe.

Talk about entry with an advisor. They have solid underwriting and solid operating costs.

Why not to buy a sub-index ETF. He is an active manager and not an indexer. DXG and DXU are ETFs he actively manages.

They sell under different brands internationally. (Analysts’ target: ILS 8,200.00).