He likes it. It is a fin-tech. It is expensive, but for a good reason. He struggles with buying it when markets are vulnerable. The growth numbers are good and the platform is good. All the boxes are checked, but it will not be immune in a downturn.

It has a bit of life breathed back into it. However, it is a semiconductor company. The whole complex has rolled over. Some of the names have been hit hard. They broke on relative strength.

It's down from its peak by about a third. It had a bit of a crowding impact and then really got hit hard. Their numbers aren't terrible. It cannot continue to grow at the pace it has done. People need to reduce risk even though this one is not that bad. You can't go back into it yet.

(A Top Pick Nov 07/17, Up 10%) Their big thing is drug delivery equipment. They have a lot of things going for them. They had a messy quarter. It is why he prefers to use ETFs for this. It was not a small pull back for them. The acquisition gives them some synergy on costs.

(A Top Pick Nov 07/17, Down 16%) It was tough. They seemed to be in all the right spots. There is a lot of value. It takes time after an acquisition. They plan to divide the company up into two different parts so they are not competing as they were as two companies previously. Don't go back into this one.

(A Top Pick Nov 07/17, Up 20%) He was looking for twice this rise. He stopped recommending it. It has come back a long way. They have to pay higher and higher interest on cash balances in traders' accounts due to their competition doing this and the pressure is a lot of what has caused the pull back. He would hold off on it at this point in the cycle, even if it could get take out.

We are late stage in the market. He suggests MOO-N because it is a larger basket and you diversify your risks. This is not the time to go for yield.