He is not huge into staples right now. They announced a $4 billion share buyback. Earnings are trending higher. There are others in the space that offer better value for investors. They do things well and will continue to do well. If you are in the space, you should own this.

(A Top Pick May 09/18, Up 16%) He sees this continuing to be a good performer. It will follow the market up and down, but will do a little better in the long run. The ETF helps reduce the risk of picking a single company. He has backed away from healthcare, but still still holds this.

(A Top Pick May 09/18, Up 32%) They are a leading in the Cloud and the their membership sales are strong. Software is now a service.

(A Top Pick May 09/18, Up 19%) This was a call on interest rates abating. He likes the risk diversification of the ETF. He has moved more to real estate, but would still hold.

The PEG ratio is about 1, suggesting a good company with decent valuation. The PE is about 10. It trades about 1 times book value right now. But they just don't have the same powerful levers as they did years ago. The technicals do not look exciting to enter either. (Analysts’ price target is $230.00)

You have not seen anything yet that would warrant holding a higher level of cash. It all depends on your own personal situation. He holds less than 10 percent in his portfolio. He holds about 60-65% in equities.

He would not buy this. It collapsed from $350. Not the story he invests in. A long term story, hopefully with another couple years of losses yet to come. Too risky for him.