It is going to be more offensive going into 2019. There were so many headwinds on the company. There will be more oil getting out of Canada and this should be a good thing for oil. They reduced their debt. They are checking all the boxes. They say they are going to grow the dividend next year by 10%. Here is a place you can get total returns of 12-13% in the next 6 months. (Analysts’ price target is $53.83)

They do not have a data privacy overhang like lots of other FANG stocks have. They pivoted themselves to the cloud. They are doing good things for the enterprise. They pay a pretty good dividend. The stock will continue to grow at 15%+ for the next while. If you get this next week or so on the pull back close to $100, that would be good. (Analysts’ price target is $125.77)

They have a good, innovative pipeline. If you can get it in the low $50s, it will be a $60 stock next year. This is a good entry point. He likes it here below multiple multiples. (Analysts’ price target is $59.23)

(A Top Pick Jan 10/18, Up 22%) Often last year's losers are this year's winners. This one he warmed up to when it had a good set-up. It is one of his main holdings in the healthcare space. They are becoming more innovative.

(A Top Pick Jan 10/18, Down 30%) They had about 5 years straight of bad performance, then half a year up and then back to the old ways. It is probably the best French bank. They will spring higher if BREXIT gets a check mark and Italy solves its budget problems. They will always trade at a lower multiple than North American banks because something always springs up in terms of a headline risk.

(A Top Pick Jan 10/18, Down 31%) These should be safer than the producers. But as soon as a producer turns off the tap, the royalty does not have to be paid. This is really good value here. This is a play on oil returning to better times.

They are still guiding for 8-10% earnings growth. They are stable. They should be able to grow the dividend 4-5% a year. It is off along with the market. This and MFC-T are global companies now. MFC-T looks cheaper so he would buy that over SLF-T, which is trading at a 10% premium to its market multiple. Don't sell it.