The valuation has become a lot more attractive. They did consolidation of ancillary operations and sold off assets to get the debt down. The valuation is reasonable and they are positioned for growth now.

(A Top Pick Feb 15/18, Up 2%) He still likes it. A good long term growth story. They acquire and then pay down the debt with cash flow.

(A Top Pick Feb 15/18, Down 10%) The XP acquisition attempt in China was a problem. There are a lot of potential levers to this story. He would get back into it.

(A Top Pick Feb 15/18, Down 42%) He was looking for US oil. This ETF started under-performing mid-year and he got out. He is not rushing back into energy names except for a few very highly beat up names.

It is unbelievable where this stock is trading at. Acquisitions this year are worth less than half what they paid for them. It was trading at less than half what it was worth. They are trading below the amount of cash they have. It shocks him how far it continues to go down.

They did a good move out of Canada a few years ago. They have better growth there. The street really soured on an acquisition they did. Global demand for oil seems to be coming back a little bit.

He would have thought the bottom was higher than this. They did some great acquisitions recently and are in much better shape balance sheet wise. It is a better company than the market gives it credit for. You need crude to get out of the $45 range.