He still like this. Bond markets are hitting record lows with the 10-year yield. The Fed could drop rates in a surprise move; Powell is more pro-active now to cut rates. The lifeblood of mortgage REITs is a steepening yield curve. Meanwhile, you collect a nice dividend of 7.87%.

For those who don't want an ETF that's too country- or sector-specific. GMF is 50% China, with countries integrated in the global supply chain and have sold the most during the virus, yet represent good value. He predicts a V-shape recovery and a strong latter-2020.

An industrial, copper-oriented country. Social protests, the virus and fallen copper prices have hit Chile. Their growth has bottomed, so this can take off aggressively in the next few months.

It's had a tough time, but new management have turned this from a stodgy company selling old technology to one that's poised to take advantage of the 5G revolution. It trades at 14x earnings. Buy and be patient. (Analysts’ price target is $51.43)

Consumers are demanding cheap, instant delivery. They have $70 billion of sales, 150,000 ground vehicles and 650 aircraft. They lead in this area. Sure, they compete with Amazon, but FedEx is able to grow over their ground delivery in the next 3-4 years by 100%. They will get out of the penalty and the market will reward them. (Analysts’ price target is $172.08)

They make generators and motors. A core industrial company that trades at 14x earnings. Their last earnings report was very positive, so the stock spiked. They grow at high-single digits at 14x earnings. It's a small-cap industrial and a good long-term hold. (Analysts’ price target is $94.71)

It is a good demographic play. They really cleaned up their act and hired a new CEO. They cleaned up their balance sheet. They are in a good position to make acquisitions to consolidate the space. (Analysts’ price target is $0.20)

They own some very valuable eCommerce platforms. There is the supply chain business platform and one for businesses to interact with suppliers and consumers. (Analysts’ price target is $7.80)

One of his core holdings. They are continuing to grow their margins. It is trading at a huge discount to other alcohol companies. (Analysts’ price target is $17.00)

It's entering seasonality into September. This basket of stocks is timely. A boring, steady producer.

The risk/reward is fairly good. It had a good week last week and has been trending upward lately. Base metals enter seasonality in March. Has a seen a good upward trend since late 2018. A fine long-term holding. Has an excellent balance sheet and its revenue, EPS and EBITDA blew away all expectations. (Analysts’ price target is $9.27)

They make global medical devices. A steady eddy pick and a good way to play healthcare. Their Q4 report sucked, so the stock sold off, but this has outperformed the medical devices and healthcare indexes before Q4. Q4 was a hiccup, so it's now a buying opportunity or around $40. (Analysts’ price target is $49.14)

A past Top Pick. He likes how they are positioned for their software integrity and testing. As semi-conductor chips are becoming more complex their software is growing in demand. They are insulated from any shocks like in China as he expects companies to continue to funnel money into R&D. Yield 0% (Analysts’ price target is $175.17)

One of the largest home improvement dealers and a play on the health of the US housing market and low interest rates. Household formation is still increasing and there will always be a need for home repairs. Yield 2.22% (Analysts’ price target is $240.59)

A manufacturer of medical and surgical devices. The company has had positive sales growth for over 40 years. They do a great job at identifying areas where they are weak, finding a way to fill that gap and executing the strategy quickly. There is not much exposure they hold in China -- fortuitous right now. Yield 1.03% (Analysts’ price target is $232.92)