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Time for -- the -- Joseph tighter rein in financial principle is standing by Cleveland Ohio for me today and and Joseph I know the key for you and you've said this before -- diversification.
But you've got three different picks from three different.
Sectors and you know like my earlier guess in the show you've got a -- We do and you know the pick there is no -- hot it it's part of consumer discretionary and we think.
-- couple things there one has the economy approved in continues to improve that that's a strong sector.
And we also see an aging of the fleet of autos in the US and we think those aftermarket products.
The demand will continue to increase.
You also like a name like Humana had the stock is actually up more than 63%.
Year over year I get the health care -- certainly in that sector overall been very popular with a lot of our guests but are you concerned that the stock is -- -- little bit too much of a run up.
Mother has -- -- run up but we we believe there's opportunity and we think that.
When you look at it vs its peers it's still slightly undervalued.
And we do believe in the health care -- so that's the reason why we picked Humana.
OK and you're you're going through so many different sectors I wanna get to -- last -- with it apart before we run Nuance Communications.
Language and voice solutions.
You think it's actually -- get a boost from health care so explain the connection there.
Well the real connection there is the fact that.
With ever increasing pressure on physicians.
To -- use voice recognition technology.
Is utilized right now by 25%.
Of all the physicians in the United States we think that number's gonna -- All right really it's great to have you on the show and hopefully these picks are Lola check back within a couple of months since the other doing.
Thank get great Cheryl and good weekend I think -- stated Joseph writer for ring.
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