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Chart's hugging the 200-day MA, which could be an opportunity from a technical perspective. Consumer backlash about reduced portions. Worried whether same-store sales are peaking at this stage. Underperforming S&P 500 since spring. Not cheap at 48x forward PE, projected growth rate is 22%, still a 2.1 PEG ratio.

In the space, he owns MCD and QSR.

Likes it. Trading right at 200-day MA, so it's corrected down to an interesting level. 15x forward PE, growth rate is high single digits to low doubles.

China's always in the back of his mind, as it's such a big economy and affects so many different companies. Revenue from China is 18%, North America 52%, and Europe 20%. His base case for NA remains a soft landing, no recession.

Likes it and owns it.

Just below 200-day MA. One of 3 members of an oligopoly, which together control 90% of the business out there. Steady earnings, decent valuation. 15-16x forward PE, steady 11-12% growth rate. Value here, even though it's a growth name. As people age, volume of drugs required can only increase, benefiting a name like this.

He also owns CAH.

Likes, and owns. As people age, volume of drugs required can only increase, benefiting a name like this.

Problems. Avoid. Called "value", but continues to move south. Technically, 200-day MA is going lower and stock price is below that. 5x forward PE, but earnings growth is negative.

Likes the pharmacy benefits division, but retail is soft and affecting overall earnings and revenues. Consumer is moving more toward online and e-commerce.

Leader in both diabetes and weight loss. Those sectors will continue to expand over time. Risks include possible health effects of these drugs, but he sees explosive growth in the meantime. Expected to post 25% earnings growth over the next few years. Trades at 35x PE. Value in this name, such strong growth. Very decent PEG ratio of 1.4x.

See his Top Picks.

Covered call strategy on a basket of Canadian names. Yield ~6.7%, and pretty tax efficient. Income is fantastic, but note that just owning the underlying securities will outperform 80% of the time. So if you don't need the income, just buy the stocks outright. MER is 72 bps, higher because of the covered call.

Had its day in the sun a few years back. A disruptive ETF, not like your typical large-cap ETF. A lot of the names are expensive; average price to sales is 5.3x, pricey. Compare that to the S&P trading at just under 3x price to sales.

Still likes it. Still undisputed leader in e-commerce and enjoys that scale like no other online retailer. High-margin ad segment continues to drive revenue. AWS cloud segment continues to grow. Prime membership continues strong. Chart couldn't be better with higher highs and lows, 200-day MA trending higher, and stock price above that.

Took profit on the spike of a few weeks ago. Likes the space in general and its long-term potential. Can't get away from the growing frequency and sophistication of cyberattacks around the world.

The boring name in his portfolio. Yield is 3.1%, very secure, will grow around 6% over time. Very steady name, moving higher. With interest rates starting to fall, low-beta names like this will become more attractive. Paying 21x forward PE for 8% growth rate, not too bad. For the conservative part of your equity portfolio. 80% of shares are institutionally owned, so the smart money's in this stock.

Took advantage of the recent chaos in the name and added a position. People will forget about the outage and come back to the name eventually.

Took profits. A tactical move to raise a bit of cash for September/October.