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-- we now turn right now asking you this question does your portfolio -- need to make over -- when it comes to looking good we've got -- fund manager says one thing is for sure.
Current never goes out of style and he's here to help us pick up tomorrow's growth leaders today.
And and here's why -- -- how -- does somebody need to listen to he is along three names that just came out with earnings that would be Qualcomm -- Green mountain and -- outlay and you're probably gonna be doing pretty well if your stocks -- -- the proper.
OK there -- there's a few others but those three should do well tomorrow at tech stock.
Well we start with the company we want a good business model we want good managers we want the company to be operating in an industry that's helping them grow and we want to own the leader of the industry you're one gaining share.
And then -- we have to wee weed out most of the companies in focus on those special growth companies we want to growth in revenue and earnings.
To be such that that it can drive outperformance in the share price for example chipotle reported tonight -- they -- on the revenues.
That's more important to us because that's sustainable growth so I think -- -- is still in great shape.
Yet we heard from Scott over on the for the CME and he said watch out the stock goes above sixty dollars a share you might very well see it than that do a little bit of a moon shot but.
Look you over to board habitat -- in your portfolio manager and the whole thing -- about 3.5 -- billion in assets under management.
Are looking at the next big thing right if you look parsed out -- -- growth leaders.
-- -- that there's half a dozen grade areas one is the Internet so what name we like in the Internet businesses Zynga it's rather controversial right now.
But I think that's gonna be a giant entertainment company is that relevant than net more that's yes that falls into the net Morse and so would Qualcomm for that except for that reason Qualcomm is is a mobility boom beneficiary the Internet is going wireless.
There a big beneficiary and we have that listed -- looking good and feeling good looking good feeling good reflects the fact that -- wealthy society.
And the key now is for cutting edge consumer products.
There will make us look -- feel better whether it be Under Armour Nike lululemon.
Or would products that are more convenient that we can brew in our homes like Green mountain coffee roast -- -- markets American specifically American manufacturers.
And energy names that round up that's right half.
The shale oldest starting with the last -- the shale is is our hope for becoming -- -- energy independent and we like Continental Resources they are clr.
It is the most aggressive.
Developer of the most prolific basin the -- and in terms of American manufacturer is they now have a much bigger market to sell into these days so what.
BE aerospace which makes the seats in many of the interior parts of the airlines.
Are now selling.
Parts that are part of airplanes what by Singapore Airlines and China.
Chinese airlines so they have a much bigger.
Market to sell into.
The fact is -- emerging nations are growing at two to 5% of the rate of the developed world.
So it directly for emerging nation exposure would be Mercado leave for a and the ally which is the Amazon of South America a four billion dollar company that I think can be many times larger in the future.
And here it is that this is the one year chart it's looking pretty good slightly off the 52 week hi Tom great to have you here activists and and -- gonna run into the -- -- and see how Green mountain reopens once that they're laying -- all but David because -- long that's -- -- just be big time on our nuclear.
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