Matt Caruso, President of Caruso Insights, rejoins the show to talk about using expected returns. Even in looking at market action, it's a good reminder that you can get outsized returns from your individual stocks. But your expected returns need to be high enough in relation to your risk in order to have success. We also take a look at the bull market in oil and gas stocks including Patterson-UTI Energy (PTEN), biotech Halozyme and Box (BOX) in tech. For the video version, visit investors.com/podcast.