It is a core holding for him. It started picking up when we got good vibes about China/US talks. Buy it now if you plan to hold it for any length of time.

(A Top Pick Jan 07/19, Up 13%) They made skiing a growing and flourishing business. With the epic pass, it is a growth business. It is a great opportunity to own one of the premier companies in the world with a moat around it.

(A Top Pick Jan 07/19, Up 18%) Experiential Consumerism. They have the most exposure to hotels outside of North America. As more people travel, they will need more hotels. The company is trading at a deep discount to its competitors. They keep buying back stock. One day they will get acquired.

(A Top Pick Jan 07/19, Up 34%) 10 million subscribers to their streaming service. They will start by losing money on this for the first couple of years. It is the highest quality company he can own. It's international.

It has done so much better than he would have thought. The market is looking for safe investments; companies that don't disappoint. He would not buy here. There is nothing wrong with the name. (Analysts’ price target is $127.00)

Kudos to the management for selling off businesses and paying down debt. It may be something investor should look at again.

The iPhone 11 is a smashing success and the stock is up 70%. The market under-priced it. It should now trade at a Microsoft-like multiple.