He is hesitant to engage in themes that get politicized. Drug pricing can get highly politicized at various points in time. He just avoids it. He backs away. It is a long way to the election. Your risk is way more than your reward. Management is exceptional in this company but it is not worth stepping into this when you cannot handicap the political risk.

These guys all tend to move as a group. They have had a bit of a run. There is volatility from when games are released and that is how the business model works. With how things are changing it is really risky to try to call things in a three month timeframe. It's a wild ride. This is the strongest season of the year, however. He would avoid it on the volatility. He might take profits on this if he had it.

UPS-N had some interesting news with the FFA approval of their drone delivery business. FDX-N is a few PE multiple points cheaper. UPS has had a positive trend change. FDX has been pulling back again. He prefers UPS if you had to. But neither one is really doing well. Global growth is the most important indicator for both companies and it is not favourable.

UPS-N had some interesting news with the FFA approval of their drone delivery business. FDX-N is a few PE multiple points cheaper. UPS has had a positive trend change. FDX has been pulling back again. He prefers UPS if you had to. But neither one is really doing well. Global growth is the most important indicator for both companies and it is not favourable.

There are interesting trends that are positive. People when things are tighter shift from full time to temporary. This company fills the holes. There can be a structural shift as things slow down and hospital administrations are looking for cost cuts. There can be a bit of a tailwind. This is not a bad time. It is isolated from the trade war which is a good thing. They don't have a dividend. Be careful because when it gives up on you, you have to step out. Have a trailing stop in place.

They tend to have more of a sustainable energy tilt. He wonders if everything at the UN recently has caused a real lift. It got attention. They have also done really well recently. They have a couple of percent yield. It has been a nice consistent performer. There is nothing not to love. You might want to wait until after earnings.

He was in this theme but his process got him out not long after the top. Don’t touch this now. Don't buy this. They have been punished.