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Well it is time now for the -- -- -- for say is is back would be onset you've got some great thanks the first and -- wanna get to two names.
The you gave me back in October that have done really well -- on -- Starbucks over the last three months both companies.
Did really well do you still like the.
You know -- Doing -- great returns in them and you know I was -- -- stuff on a reward to -- sort of reward to risk profile.
And so they've moved up well on performed so I would say that -- a little more neutral on -- -- -- sure.
A case you're more neutral on young and Starbucks okay let's get to your current -- -- says they're there they're they're very different but under the some similarities are kind of -- -- -- it likely regal cinema.
I do believe OKI I'm I'm streaming all my movies now I'm not going to the theater doesn't bother you.
No it doesn't bother me all in fact last your ticket sales were down but as I look forward over the next twelve months.
-- gonna see is and greater number of movies coming out on formats that you can't stream home.
So that's going to be movies that are on either three -- IMAX -- we've got a stellar lineup coming this year.
And I think with the economy rebounding more people go to the movies this year and that means not only better ticket sales but better high margin concession sales around 9% gross margins are huge the bottom line.
Okay because -- -- 2000 level was a rough -- for the way you're actually -- industries that's why is as your guest tonight but you know.
Though the bottom line with that is even if I'm wrong.
You slow to 7% dividend so that's still pretty young dividend denies that this make -- happy I you also like and I think this is really interesting Weight Watchers we were showing Jennifer Hudson one of the famous spokesperson for Weight Watchers.
This is the big month for them for Weight Watchers in the -- that they too much in December's -- lose it in January is us why alike -- Well you know that whole Thanksgiving -- -- year -- push for everybody myself put on a couple pounds you're right seriously its strong name but it's a bigger issue.
And we look at the a lot of the stats -- -- their from the CDC.
About 30% of Americans are obese 64%.
Are -- and clinics.
You know annually around the globe with one point five billion people -- this is a huge issue almost an epidemic if you will -- we need some solutions for this.
Weight Watchers is it has -- position its business but I like it really for two key reasons here.
They -- migrating the business more online and away from meetings and so those those online subscribers they're huge margins for the company.
And as we found out early in the month they're starting to target corporations so the company start to pay a piece of your subscription get more people on get them on line 212.
For -- one.
Flavors and fragrances or something that you know we take for granted every day there in champ -- -- in cleaning detergents -- in the food you eat there in the drinks that we consume.
So they're all around us -- -- -- a nineteen billion dollar industry in IFF is one of the top four players and it.
So the reason I like them above and beyond that there was they are strongly levered to the emerging markets Swiss companies like.
PepsiCo you know lever Colgate-Palmolive.
Grow their business those emerging markets IFF the key.
-- -- -- right there but you're not -- -- some of those names that you mentioned there's concerns about their presence in emerging market it's the other is some concern there.
But when I look again the risk reward -- the name it's you know hanging around fifty to 53.
Great upside to seven be nice dividend to give support Chris for -- as bullish on the consumer in 2012 affair I'd say that's -- -- alright.
Well earlier in the shows.
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