He owns both, but Netflix will see more grwoth as it penetrates internationally and doubling worldwide subscribers. They could expand into music and games. Disney pays a dividend, but Netflix will give you a higher total return. With Disney, be patient as they get into streaming, especially internationally.

For a TFSA And Google. Both have good room to grow. MSFT has defensive, stable earnings growth with lots of diversification in many markets. Buy either or both for the long-term.

He likes their dividend growth, but they grow by acquisition, therefore carry debt. When credit spreads blow out, it'll become tougher for them to do deals--and there are fewer deals for them to do now. Other semis that pay a dividend, though lower, are growing, and are in 5G are Xilinx and NVIDIA.

A growth stock with 30% growth rates in the short term, especially internationally. The second half of this year will see great new content, like the new Scorsese film, The Irishman. This will drive viewership. Netflix changes the way we watch TV. Also, they haven't pulled the lever on adding ads (say, at a lower-tier subscription fee). There's room for both Disney+ and Netflix, based on consumer research he's seen. (Analysts’ price target is $395.65)

A cloud software company that helps manage problems between businesses and customers, like say BestBuy and a customer having trouble with a TV they bought. They are growing at 40% a year and continue to surpass earnings estimates. Up 5% today alone after positive coverage by an analyst. This'll reach $100 soon and could be a takeover target. (Analysts’ price target is $101.20)

A cybersecurity company that protects email. He likes their international growth opportunities. They seem to be latching onto Microsoft Office's 365; the more MSFT goes into the cloud, the more customers will need email protection, which is where PFPT comes in. He sees 25% upside in the next 12 months. He's been adding to his position. (Analysts’ price target is $138.92)