Poster child when it comes to security as a service. Offer software instead of hardware, and the first to get in, so they have a lead. Instead, he owns Palo Alto and Splunk on the cybersecurity side. But it's on their shopping list, once markets settle down.

Apple or Qualcom? Apple will win. Qualcomm got a small victory, but then Apple worked around it. Like the royalties lawsuit, you have to pick your battles.

Recently has taken a 50% haircut, so hold or sell? Has a 1% position in it, and wants to build to 3%. Leader in gaming ecosystem. Have put a lot of money into the mobile side. Likes it, but waiting for the markets to settle. Tempting to buy it down here under $50.

Has a 1.25% in this. Really, really likes it, because it's a disruptor. But it's expensive. It's on his shopping list.

(A Top Pick Oct 31/18, Down 0.4%) In his top 5, with a 4.5% position. Took profits a couple of months ago. Fantastic recurring revenue out of e-commerce. Core holding for him.

(A Top Pick Oct 31/18, Down 2%) Second largest holding, and largest in the fintech space. You have to own it.

(A Top Pick Oct 31/18, Up 4%) For a massive company, it's pretty volatile. But it's held up strongly, because of the 5G deployment and because Huawei is under pressure.