He likes it. They had a good report recently. Valuation is solid. He finds all the early movers in tech are reasonably priced. This one has good price momentum and he likes it.

They had an earnings miss. Every couple of quarters they are up or down a lot. He is short. It has poor price momentum. It is not cheap enough to buy. The business is choppy and unstable.

All the pipelines corrected as there was a fear of rising rates. Earlier this year it became not a short. A long term investor can hold this. Their payout ratio is a little stretched. It is not the cheapest company. But you can't go wrong long term.

He likes health care. It is a more defensive sector. This is not the best of bread on all metrics. They have a great balance sheet and they pay a good yield. They are not compelling, however.

He likes it. He holds it. It has good price momentum. It is still reasonably priced. They are a solid operator and know how to drive prices lower. 18% return on equity and 20% price to earnings. Recent quarter was neither a beat nor a miss. The payout is low.

He likes REITs overall. REITs picked up in Q4. This one is stable but it is not the cheapest. He prefers others. It has a good yield but you can get better. He is neutral.