(A Top Pick Nov 06/18, Down 18%) He got "Trumped" on this one. The company is solid, despite the trade war issues. It will bounce back if the trade deal gets signed. China is the main market for this. He will continue to hold it.

(A Top Pick Nov 06/18, Up 20%) He is still bullish on financials. When the yield curve normalizes all the banks will make a lot of money. They are doing well going into the headwinds currently. He likes the technical price breakout now too.

(A Top Pick Nov 06/18, Up 31%) Renovations and demographics are seeing millennials doing home upgrades. He still holds it here.

Tech stocks will always have air pockets -- momentum comes and goes. They are part of exchange indexes now, so they will benefit when the market goes up (funds need to buy) and when markets breath they will go down.

All the European banks are struggling with a negative yield curve and spot rates negative. Brexit will solve itself, they will probably leave, and then things will go back to normal. He would position for that if you believe things will stabilize.

The Chinese trade was has been so negative for commodities as a whole. You should never fall in love with commodity stocks, they are just too cyclical.

He does not own them and has not done for years. He would trade into something else. For over 10 years that has been dead money. He does not see how management will create anything exciting.