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Concerns about market as a whole? Fundamentally, a green light. Technically, warning signals. Entering a blackout period for buybacks. About 85% of S&P 500 can't buy back, so that takes away some support.

What technical indicators jump out at you? Especially the 50-day moving average. Longest period we've been above the first 5% band, and that's been going on for 2 months now.

Harvesting big data, how do you play that theme? It's massive, and touches on lots of strategic trends. Communications, 5G, data processing. Huge, huge business. 3.8 trillion dollars of spending this year.

Nokia vs. Ericsson. He's taken profit on both, and they're out of both and looking for them to come back. Nokia top and bottom line missed on both. For Ericsson, he'd look to buy back in around 890. Both benefited from the Huawei controversy. But now a lot of the European telecoms and IT companies are buying from Huawei.

Ericsson vs. Nokia. He's taken profit on both, and they're out of both and looking for them to come back. Nokia top and bottom line missed on both. For Ericsson, he'd look to buy back in around 890. Both benefited from the Huawei controversy. But now a lot of the European telecoms and IT companies are buying from Huawei.

He owns it indirectly in an ETF, the SOXX. Only a 2-3% position, because there's no clarity on the future of the memory chip market. Micron warned back in January, then Samsung warned.

Yes, still a good buy. Allows programmers to program a chip, and they have a great moat around that. Great opportunities in computers, networking, and storage. His price target was $122, and now it's over that. Took profits, and has a smaller position now. Can probably pick it up cheaper at $110.

He'd buy it around $120. Into gaming and autonomous driving. You can probably pick it up between $120-150. It's a bit stretched here.

One of his favourites. In his top 5 holdings. Price target is $175, so we're close. Took profit the last 2 days. Down to a 5% position from 7%. They have the royalty on smart phone screens. Most of the screens are going to OLED screens. But it is volatile. It's not a buy and hold, you have to actively manage it.

In the gaming space, there are 3 players including this one. Lots of trend hype going into last fall, got caught in the market swoon, and it traded down and hasn't recovered. He'd hold, not sell, but he wouldn't add to it. Let markets digest the hype from last fall.

One of the "fangs" of China. A buy and hold. Stick with it. He has a price target of $202.75. Big e-commerce side and advertising. He'd recommend it as a buy here.

(A Top Pick Aug 29/18, Up 27%) Software to service company, with human resources and financial reporting. Have become quite a darling. Jumped on the whole subscription idea, recurring revenue. Took profit at $193. Top line and bottom line great at last reporting. Would buy back in the $170s.

(A Top Pick Aug 29/18, Down 3%) A core holding for him. Doesn't trade it around much. One of the best companies for a secular trend of digital advertising. Also has a lot of non-advertising revenue streams. Price target is $1350. PEG ratio of 1.6. Not that expensive.

(A Top Pick Aug 29/18, Down 4%) Smaller position for him. Leader in machine automation and robotics. Has some cyclicality. Brought down full year profits guidance, just by a bit. Price target of $24. Stick with it and he'd recommend it as a buy.

He owns it, and shed some on Q1 earnings. Bought more when it bottomed around $160-170, and now has a 4.5% position. Analysts have extrapolated too far on the weak quarter. Services is where the opportunity is for gross margins to move much higher. At $196, still trades cheaply on enterprise value. They have such a brand, they don't have to be first to market. But they are progressive in "back room" innovation.