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When you see -- market sell off like this.
You could look at it is -- this is horrible for my portfolio or you could look at it as certain stocks -- wanted to for a long time are now for sale so.
Let's get some free investment advice from the top portfolio manager whose fund has returned nearly 14%.
Year to date so outperforming S&P.
And nearly 30% over the past three years Michael -- -- -- is portfolio manager of the -- with large cap growth fund.
One billion in assets under management he's here on the Fox Business exclusive.
You make the.
-- -- Dubai -- healthy you know we've had such a strong market over the last couple of months and arguably some -- -- under pretty light volume that you geeks at some level expect a little bit of a pull back.
Folks to take a breath maybe take some profits send.
It's it's part of the market goes up it goes down but short term it's a little painful long term it's it's a healthy development.
On any given day you guys a guy like Michael is looking at certain stocks to buy and specifically the -- he buys them that's what I wanna pick your brain about what do you look for sure.
-- you know in the -- worth large cap growth fund were looking for companies that could exceed investor expectations.
And makes -- that we do that a couple of different ways number one they outgrow their peers number two there have -- sustainable competitive advantages among their peers.
And ideally they've got some secular trend it's really disruptive to some market they're taking market share that got some pricing power they find a new way to do something.
Or new -- -- something new altogether to really grow their market -- -- that the term disruptive technology came out of Silicon Valley where they just broke everything up the -- we've always done -- so you're looking for best in class.
Longevity of that success and some brilliance there let's get to your first pick and that is.
And yeah price -- is actually doing -- something old but doing a little bit differently you know we've become accustomed then in United States really taking -- And the additional capacity available on airplanes and selling to consumers at a lower price -- 37%.
-- over the past year yet they've done a great job of expanding their markets and hotels and particularly international so international hotels in -- this as an example a really fragmented it's tough to get all the European hotels.
Put together under one roof quickly -- got to put men on the street talk to these folks and say look.
If you're not moving this hotel room we can help you move it.
Fifty dollars a hundred dollars -- still better than nothing.
That growth has been explosive formed another stock that has done very nicely up 36% BE aerospace to -- the interior -- of airplane gets at why would that do well at a time when people are nervous about the economy you know we talked a little bit about that back in November of -- -- and he's done a great job of actually taking market share not only from wide body planes as Boeing and Airbus.
Expand their product lines but ultimately we watch payloads and we watch miles flown by passenger in those numbers have gotten better.
It's one of the stealth things that have happened is this economy's recovered.
Those numbers go up.
Beat sells more content internal -- some old planes get refurbished the company's done a good job beating it.
All of Michael's -- you guys are actually saving people and companies money as the third one Cerner which is of course they hospital and -- health care software segment that.
-- costs absolutely you know this is a cent the sector of the economy that.
Hasn't seen as much in new innovation and as much technology investment has a lot of mothers 9% of the float short at that makes me nervous -- that's a good thing we like a little consternation in our stocks it's alright known.
People are gonna take the bear case is a bear case for everything but -- -- done a great job of taking outpatient and inpatient data.
Connecting them together better managed more secure and should help health health care costs Priceline BE aerospace Cerner Corp.
coming up he's got his number one money -- don't vote for so --
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