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During his last appearance past six weeks -- he recommended a tech sector ET FIYW.
There you see it since and it's at 10%.
Joining us now with a few new ways to bolster your portfolio Marc -- CEO of -- wealth management -- laughing he's terrified but.
Alright well thank you ever had a mean you're trying to -- I didn't hear it but if you're you're good sport.
Says it -- jobs report really play nicely into your bullish outlook for stocks which should take.
It did you know 240 plus thousand jobs -- bottom line if -- -- Obama gets two million jobs to for the selection he's going to be a tough out I think it's great news or present Obama.
And -- weren't totally for the years it's great.
News for the markets are right so let's talk about risks here you've got Europe you've got Iran and Israel threatening strikes now.
Are we suffering as investors from headline fatigue or these real headwinds to the stock market growth.
-- -- -- I think there are risks out there but let's face it as January goes 90% of the time the rest of the year goes -- we have the best January in fifteen years.
I do think those -- risk and investors need to be be -- be ready to react but let's remember that three East Europe we talked about -- -- from the -- front page about the middle when needed on the back page earnings -- season was very very good still about 70% of about companies meeting or beating earnings and the S&P governors -- have record earnings the last of the election.
I think Mitt Romney at present Obama will get the start out on the extremes that they'll get to the middle and that's great rhetoric to have a good second half your rally and that's why probably it's going to.
How aren't so let's talk about an individual -- from a little pressed for -- so forgive me if this were going through this quickly.
I think you're telling your consumer discretionary -- the -- you know with the -- -- more people working more people spending money I was surprised to see selling to scratch.
-- what -- from the last time I was on were up about 7% but from the industrial perspective purchasing manager report consumer I mean business spending is that.
Double digits year over year outpacing consumer spending that's why that -- right now.
OK we were just out showing the wrong graph actually that was the industrial so let's jump right to that despite -- -- -- industrials this is one that you do like he would -- new money toward business spending you expect to grow.
I did I do that in that ISM index -- the valuation you breakdown in the sector of the valuation these companies dividend yield of these companies.
Great pick for if if business been spending continues to grow and I think it will that's a great -- Mark -- and a great sport is always thanks very idea.
Thank you for having me.
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