He finds this company a little expensive compared to its competitors, who have a more dominate position in the space.

He does own this, but took profit recently. They represent the digital side of the semi-conductor space. The business is very cyclical and he has chosen to underweight this space for now. He would watch for an opportunity to buy back in at lower prices.

He holds about 3% of his portfolio in this. In the fintech side, this company is involved in the mobile payment systems for e-commerce.

He owns this one. He sees the diversity of their business being better than other competitors. It is also involved in e-sports, which is ballooning.

He added to their current position during the recent pullback. This is #6 in all their holdings and this is the leader in their software holdings and is contributing in a substantial way to the company’s 45% growth in revenues. The subscription business is brilliant. Their cloud business now rivals that of Google’s. (Analysts’ price target is $126)

He recently sold out of their position based on their previous earnings, which called for reduced earnings growth. The chip space is very good. If in it, stick with it.

They were just punished following a lowering of guidance. He sees other competitors being better positioned right now and are cheaper on a price-earnings basis.