Added UBNT, If you forecast next 5 years, which will sustain and which will give better growth for you? It is pretty difficult to find out, but that is the best way.
My pre-scan ( not analyzed properly) pick will be UBNT and then VEEV (by seeing 19.6% and 21.2% Profit Margin) . Wait for some fall, grab the opportunity.
I recently watched BA went down to $309, but picked up at $315, good to hold long as this is established company, dividend payer, lot of US government and world wide orders.
If there is rate hike pressure is applied, many companies will vanish or struggle in future.
Read the pages 8,9,10,11 - possible four vulnerabilities that can result crash or bubble. That helps you to decide which companies are better (of course, you may know these by experience, he has spoken clearly).
If you listen to his 40 mins speech, he nicely put it. The above pdf is transcript.