You're watching...
Chris Versace, The Thematic Investor founder and publisher, gives his stock picks,, including UPS, amidst the holiday retail season.
Also in this playlist...
Auto-advance: ON
Auto-advance
This transcript is automatically generated
-- it is now time everybody for the -- -- you are watching UPS three now why well -- you know we're right in the middle holiday season.
And we're seeing a continued shift towards online shopping those packages once you -- have got to get you some way.
The biggest.
Beneficiary that is UPS they handle about 60% of all ground parcels that are delivered.
Couple that with -- falling fuel prices should be good for margins they're not worried about FedEx and -- Now now FedEx he has more of a business play they only him about 18% or so wall ground parcel deliveries OK and much more -- on UPS.
Notified there was -- socks that you you've done with me on the show before and I -- -- talk about a couple first this is skyworks and -- -- -- both technology stocks he recommended that to me into the viewers in the past.
Both of them though substantially down but -- done more than 30% right now over the last few months last three months of particular -- are you sticking by these guys.
-- -- works we've really just pound the table on couple days ago you know it yes it's been down but.
-- we've -- we take stock -- here we're hearing from apple from Amazon from Barnes & Noble about sales of Smartphones.
Tablets -- As we continue to have conviction that name and luckily the name is also got -- upgrades recently from other people on the street.
As far as -- goes that thesis is taking a lot longer to play out and while the stock appears to be cheap.
Were actually and he -- the year and the cleared out the portfolio.
All right so you're gonna stick by those two names in September you also talked about Hershey's Hershey's its chocolate Friday by the way -- mom and and show I -- what it -- if you didn't know it it's it's our directors chocolate I think Terry.
Anyway he received rob Hershey's today you've always recommend -- a couple of times now and over the performance over the last couple months for -- -- hasn't been great so I think it went that.
We're sticking with it and in the biggest driver near term is not aside from demand for chocolate with Christmas and an Easter.
But the big catalyst going forward is going to be the drop in cocoa prices which -- falling significantly over the last several months should help margins.
OK and the McCormack which is the spice maker and the seasons maker that's right you had said before that you thought that this company can make a run up.
But he say now.
I say the same thing you know -- they just increase the dividend 25 time raw material prices are coming down also good for march and so you know net net.
The of those lesser names Hershey and McCormick's were concerned about the start of the next year in a little rocky very defensive names.
Okay defensive names and and chocolate is good fit it's actually a food group.
In evidence that it and pop up compacted to pick Chris thank you don't would have been any.
