They have smartphone screen technology royalties for an OLED screen. Prior to this technology screens were made of a dozen layers. Today's phones are only 3-4 layers -- much clearer display. He was a buyer down from $120 to $90 and a seller above $150. This is not a buy and hold stock, but a good one to trade. The price of $170-$180 appears to be a ceiling. He thinks you will be able to by into it again around $145.

Big data and data anlytics. It has become a one-stop shop for data. They have entered into e-commerce with a recent acquisition and he sees lots of runway. It is not that expensive based on a PEG ratio of around 1.3 times. His 12 month target is $295. Yield 0%. (Analysts’ price target is $298.19)

A huge manufacturer of vehicle components. They have hardware and software components. A bit cyclical in the automobile sector. His 12 moth price target is $98. Yield 1.17% (Analysts’ price target is $89.00)

It has shown consistency of earnings in the last two quarters. He likes their involvement in supply-chain management and customer services. They have gotten into subscription services. His top 2 software holding. His 12 month target is $62. Yield 1.79% (Analysts’ price target is $53.59)

An ETF for a senior on a fixed income. You need growth without volatility, an asset-allocation ETF. Vanguard has a conservative one, VCNS-T with 60% bonds and 40% stocks, and another one that's 80/20. Caveat: interest rates are so low, so watch the bonds. It pays a 1.5% yield, like a GIC and charges only 25 basis points. This re-balances its holdings too. Start with this.

He likes gold. Because of the big mergers, gold companies are better managed now. XGD is a good place to start in gold rather than picking Newmont or Barrick. He has a long-term view on gold and that occupies 5% of his client portfolios. The full cost of gold production is US$1,200-1,300 per ounce, and makes up nearly the entire price of gold, but there's almost no risk premium in gold at all.