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COMMENT
Market Outlook There may be some chance the US Fed may reduce interest rates. Although nothing has been said directly, recent comments were taken by the market to suggest a cut would be more likely than a rate hike. In the last month, the risk of rising trade war with China has increased. There seems to be a rotation toward defensive stocks. Try not to get distracted by the noise in the market. Now is not the time to bet big on a single investment strategy -- wait to see if growth will continue. Sometimes it is best to do nothing.
Unknown
WAIT
Inventories have been a problem. There is exponential growth in cloud storage demand, but it doesn't mean there won't be cyclical issues. He would take a pass for now. Give it time.
computer software / processing
WAIT
Is is involved in advertising technology. They have 20-30% growth in sales, but you are paying 60 times earnings. He suspects news of greater regulation for privacy will be a tail wind. If the macro economic background becomes negative, this could take a big hit. Keep it on the radar, but not a time to buy.
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HOLD

It is very similar to Amazon -- a leader in global internet commerce. You are paying for a sustainable growth at a reasonable price. It has had some negative revisions, but this is clearing the deck for going forward.

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COMMENT
Technical outlook? The Ag space has a close following of technical traders. It is hard to be on a level playing field, playing against professional traders. The stock has been pretty range bound, so it does not check the technical boxes for them to get too excited about it. He would suggest playing the space with an ETF instead.
agriculture
COMMENT
Pending investigation? The likely regulation of privacy concerns is impacting this space, led by Facebook. This has been coming for a while and it may likely continue to dog these stocks, especially if this becomes politicized. If President Trump decides to make an issue of this, it could become real trouble. He would back away if this is the direction things go. Be very careful. He loves the company and they are doing things correctly. It is just not clear to him if this is the time to reenter.
Business Services
COMMENT
Lawsuit impacts? It is facing a lawsuit on talcum powder impact on babies. These type of lawsuits can be dragged out and become an uphill battle for the company. Since this does not represent a major portion of the revenues, it should not be a long term influence. The risk is the market will redetermine the correct trading multiple and that is hard to predict. He would rather trade a medical device ETF, that includes JNJ-N.
biotechnology / pharmaceutical