MSCI Inc. (MSCI)

This company does ratings and builds indices. It can create custom indices for almost anything. It benefits from the boom in ETF's and Index funds and receives license fees. It trades at 45X earnings but as a growth stock it has done well. You could buy on the recent pullback.

On the list of great companies to own when they get beaten up. Problem now is it's run a lot, expensive multiple. Great data service provider. Sector's done well. If you own it, trim a bit and take some profits. He owns Blackrock (BLK) in the sector, which has long-term growth and a lower multiple.

A beautiful chart. Wish all his charts were like this. It's gone straight up with little downside.

This is one of his largest positions in their portfolio. He believes in active investment management, however, the world of ETFs is a juggernaut. This company makes custom indices for its clients. This success is likely to continue. He would buy it here.

(A Top Pick May 28/18 Up 7%) The compiler of stock indices. An 84% percent annualized return thus far, he says. It is a great company, because it is capital light, great returns on equity and the revenue continues to grow ($1.8 billion last year). Not a cheap stock and the technical chart is a work of art, he says.

It has been trading on 52 week high, has positive earning upgrades and all around good news. He pays them a fee for the proprietary use of their data. This is really a data company. The PE at the low to mid-20s is not bad with growth in the 30% range – a good ratio. Defensive in a down turn. Trade it knowing it is near the cycle top.

A very good looking chart. It has a nice upward trend and he sees it as a buy. A 50 day moving average would be a good reduce point to lock in gains and the 100 day as a stop. He likes that it is breaking into new highs. A hard stop would be $142.

A little-known financial services company. Not a cheap valuation, but you pay for quality. It has an amazing chart. They have little competition. You play the financial markets without buying a fiancial. They have a lot of runway ahead of them. (Analysts' price target: $152.17)