Bond yields have been one of the biggest stories in the past several months. 10-year yields in the US continue to move higher. Be careful about buying it here. Opportunity for long rates to move higher.

Generally, likes the emerging markets. They'll lead the way in the vaccine recovery, and benefit from a weaker US dollar. Its largest weighting is in China, with lots of very strong tech names. EM is probably underowned right now. A good hold for the next 2-3 years.

(A Top Pick Feb 27/20, Up 40%) Still really likes it, though it's gone sideways. Long-term, makes sense. Advertisers love it. Not expensive. Trades at 23x earnings, with a 21% EPS growth rate.

(A Top Pick Feb 27/20, Up 58%) He took profits because of valuation. Future growth depends on China and EM. That's where the valuation going forward gets foggy. Excellent brand.

(A Top Pick Feb 27/20, Up 9%) Does well in tougher environments. But the market's strong right now. When we get into trouble again, he may look at the name once more.

He took profits. Makes sense long-term. Valuation is getting heavy at 36x earnings, for an EPS growth rate of 11-12%. A lot of money has gone into biotech, so this has suffered. If the valuation came down, he'd revisit.

Fantastic pandemic winner. With vaccines, has now fallen below 200-day moving average. Technically, doesn't look good. Death cross. Earnings expectations are OK, not fantastic, with its more lofty PE. Wait on the sidelines for better news.