He would take profit here and look to re-enter back around $49. He sees 20% possible downside from here based on his model valuation.

He loves the value it provides. He would wait for a return to the December lows to enter -- around $66. Yield 4.47% (Analysts’ price target is $83.10)

He sees about 18% upside and likes the healthcare sector. Yield 3.43% (Analysts’ price target is $45.85)

An old-tech play that still has 71% upside. A new CEO can hopefully shake things up. A good place to hide in the semi-conductor space. You can't even see a measurable pullback in its December trading -- really stands out. Yield 2.6% (Analysts’ price target is $53.00)

It pays an 8% yield but has fallen more than that the past year. The trend says lower lows and lower highs. Not attractive. It's approaching and reacting to its 200-day moving average.

Spring is seasonal strength for oil strikes before driving season. Jan.12-April 24 oil gains 10% above the benchmark, positive 12 of 15 years. He's starting to be enticed by the oil stocks. True, CPG suffers lower lows and lower highs, even today. All its moving averages are still down, but this is oversold and due for a bounce. On CPG's side is that oil is in higher demand. But for now, stay away from this.

Coincided with the upstick at year's end. October to May sees an uptick in cyclicals like this. It has enjoyed lower lows and lower highs, but has risen above its 200-day moving average which is good--it has gapped higher. We're outside seasonal strength but it's starting to look encouraging.