Six Flags Entertainment (SIX)

The biggest public amusement park operator apart from Disney. He suspects this will under-perform. He does not think this will perform well despite analysts' expectations as we are heading into a recession. (Analysts’ price target is $58.00)

Interesting name. Ordinarily you would look at this as an early or mid-cycle, not late-cycle, however employment is so strong right now. You want to see robust consumer spending, jobs growth in the U.S. is fantastic and robust. You want to make sure 2019 is panning out OK before stepping in consumer spending stocks like this one.