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Shoppers Stock Picks

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  • Description

    Paul Hickey of Bespoke Investments weighs in on his top stock picks.

  • Duration 1:54
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This transcript is automatically generated

Time now for the panic Paul we know you like retail are talking about earlier on in the show up elect one name in particular what is it.

-- Under -- one name we like there it's.

-- again we're focusing on the US market in the US consumers Under Armour takes most of their revenue is about three quarters in the United States.

And they've been taking share from Nike and when they take share from Nike.

A few basis points to ninety -- percentage points Under Armour Under Armour is just.

It's -- -- shirts right.

Well they're very -- ever expanding -- expand into sneakers that -- more -- in and more you know active -- so it's not just the teachers are -- that was kind of expensive about that someone told me -- also another -- -- article lululemon -- -- yesterday so that's another thing you know they're sort of in the same -- -- -- Under -- -- higher priced goods you know the people.

In at -- aspiration moment.

Okay says -- like lululemon you also like sin toss and this is and I actually into the second banana segment it's it's apparel.

-- employee apparel exactly and of names are and you get a -- When you look at the employment picture picking up.

The first people of the people getting hired where where you get the improved employment is entry level jobs and where you're gonna have more uniformed workers.

And since us again all their revenues and in the United States and they're gonna benefit as the jobs picture improves.

Today's jobless claims wasn't necessary to disaster that you think it's six weeks ago we saw that number that it gap probably would have been -- a 150 points this lose -- finally been under 400 so.

You just put it in perspective it's one week you know he -- -- trend that's worrisome but.

One week is when you're here back in February -- like tech stocks -- Skyworks Solutions for a quick -- -- Of rule it.

We like this premise behind it unfortunately it -- -- -- put up a chart that it hasn't done very well we got stopped out that in the in the summer months so it's a name we're not in -- united Maurice let aggregate aren't all that.

-- consultant that asked about the plan for hope for a lot of carriers.

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