They had a pullback earlier in the year and have come back. This is where you should buy into the company. They do well this time of the year. From a fundamental perspective if we are having a slowing economy then it may pull back.

(A Top Pick Oct 25/18, Up 0.4%) At the end of the year, his fund de-sectorizes but he will look to go back into it. This one should do well from the end of October into the beginning of April. The top holdings are much more equally weighted in this fund.

(A Top Pick Oct 25/18, Down 7%) He sold it. He is looking to get back into it. The retail sector does well from late October into early November. The big action for retail is Black Friday. He wants to get in before the rest get in and then get out before they do. He exited the trade a little earlier.

(A Top Pick Oct 25/18, Down 8%) From October to December this one usually outperforms the S&P. This year the trade war got in the way so he never bought it.

It has an industrial slant to it. It pulled back with the rest of the marketplace. Around $12-13 is the support. It is pulling back today which is not a good thing but we are starting on a seasonal period at the end of January. It should do okay.

It tends to get to the end of its seasonal cycle soon. He would hold off because we are ending the seasonal cycle. We are showing some basing here and if it goes up that would be positive.

We had a round trip, going up and down. But AG stocks tend to be weak this time of year. Farmers get their money in the last quarter of the year and don't spend it right now. Once we get past the fourth quarter grain prices get softer. This is not the time.