"Is this rotation the real thing?" asks Stephen "Sarge" Guilfoyle, a former New York Stock Exchange floor trader who co-manages TheStreet's Stocks Under $10 model portfolio and author of our daily Market Recon

During our monthly Trading Strategies roundtable, Guilfoyle said he was concerned that tax reform, the corporate AMT in particular, was going to cause high net worth investors to take some profits before year end.

Listen in to his reasons why.