They had a huge run in the last 18 months but it lagged the group for 4-5 years prior to that. It was because their products we selling to the higher end market. He is always in favour of re-weighting a stock when it has had a run-up.

(A Top Pick Jan 08/19, Up 29%) There are only 3 major competitors. It is a play on industrial production and on consumption. It is a good stock to hold longer term.

(A Top Pick Jan 08/19, Up 32%) This was a catch up story and it had an attractive dividend. It is still attractive for those that don't want to buy bonds or preferred shares.

(A Top Pick Jan 08/19, Up 13%) We are starting to see a bit of a recovery in the oil price and in the demand. This is an interesting company to watch.

They have been a successful franchise and acquisition story. His concern has always been valuation. This is a great company. It should be on your radar. It is too expensive so you should sell it.

It is a well run company. They made some clever acquisitions. If you can get it on some kind of a selloff it is a good one to buy and hold. They are pursuing an acquisition in Australia, who sometimes blocks acquisitions from non-Australian companies.

This is going to continue to be a story that will grow attraction. This is not his favourite way to play it. TSLA-N would be his preferred way to play it.