(A Top Pick Feb 14/20, Up 77%) In the semiconductor ecosystem. Supplies equipment, services and software to chip manufacturers. Price target of $132. Revenue up. Keep your eyes on the Hitachi acquisition; they really need it to stay competitive.

(A Top Pick Feb 14/20, Up 128%) Kings of the foundries in the semiconductor ecosystem. Market share of 50.5%. Position is being solidified. Big capex spend. Need to have it in your tech portfolio.

(A Top Pick Feb 14/20, Up 41%) Price target of $204. A bit left in the tank. He's taken a bit of profit and would buy again at a lower level.

Price target of $20.50 CAD. Cloud-based platform for enterprise and public sector. In the right place because of remote work. Should continue to go. Not cheap. Yield is 2.6%.

He has a full position. Price target of $192. Hold on, even down at these levels.

It charts really well. Shouldn't go under $200-210. Technically, buy 1/3-1/2 a position here around $240. If you can, get more around $220. Tremendous innovation. A lot of competition. He's a big believer, but you have to be disciplined and keep to your price targets.

Price target of $15, so not much room left. SaaS in the film industry, which has had a difficult time. He'd sell a third. If it goes up, that's OK. If it goes down, at least you sold a third.