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Villere & Co.'s co-manager of the Villere Balanced Fund Sandy Villere gives his stock picks, including Constant Contact and Carnival Cruises.
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Give Sandra Smith.
The Valerie balanced fund was number one in its category ranked by Lipper for three and five years number one and when it comes to picking stocks -- -- managers number one -- sandy Hillary.
Back again looking specifically.
At the price to earnings ratio that's relative to growth low debt and a strong cash flow in companies that dominate in a particular -- and -- what's right to it.
-- you're picking first a company called cool we've had the CEO -- Back before this stock skyrocketed 45%.
Over the past years so I look at -- I say -- -- -- we -- on this story you've been on the story why do you like pool.
Like pull out -- -- the nation's largest distributor of of -- products as well as for construction maintenance and repair in the CEO many prescilla may say he'll tell you that they're gonna grow earnings at 20% over the next five years.
And that assumes no recovery in housing so we like -- a lot.
They've got a one point 6% dividend yield.
And 75% of their sales there is they're able to do this or because instrument maintenance and repair of issuing pool.
So do you believe that people aren't gonna let their pools turned black or Green -- -- continue to treat him with chemicals and fix -- broken parts and pieces.
-- it should be a good investment.
Definitely like right now on the space don't they and I like that dividend four point 6% you also like a company called Constant Contact.
I get nervous when I see a company like this and only because the float is being shorted to a pretty dramatic level 33%.
Of the -- a shortage should I be concerned about that.
You're not that that's Qaeda quite opportunity for those of us that are that are along I -- Constant Contact is.
They got 500000 subscribers that essentially pay 39 dollars a month and they've got a lot of exciting things going on form they've got a new.
Social media campaign.
Where they're gonna -- customers to use things like FaceBook and Twitter to get their messages out -- -- allowing small boutique think of a florist a two person florist.
They're able to get their message out on time.
And end in different mediums and they never used before to compete with the big the big change so we like just on one -- is gonna do well 140 million in cash.
No debt while the balance sheet and it trades at a reasonable 24 times earnings when you look at the 30% plus earnings growth they're gonna deliver so we like -- a lot.
This next picture is perfect for what we talked about with Starbucks -- -- -- horrible time back in 20082009.
And it works without lesson doesn't it it's Carnival cruises.
-- as one neighbor reported today actually instead numbers are coming down which we fully expected but what are not good numbers -- yet not not very good numbers but they they are.
They're coming down if you look out to 2013 you're still looking in the coming it's gonna earn about two dollars and sixty cents.
He put a thirteen and -- half multiple on that probably were worth 35 dollar stocky you get a 3% dividend yield while you wait.
Which is which is very -- when you look at where the ten year treasury has a 2%.
So it's one that we like and I think it's it's something gotta buy one when everybody else doesn't like you remember this -- -- -- one.
One out of a 140.
It's virtually a duopoly with Royal Caribbean.
An 80% of their customers are repeat customers are gonna come back and take that reasoning price -- you're number one money -- is a Luminex court can give me ten seconds on this -- running out of time -- -- sell biological testing technologies to the life sciences industries so.
They can do a hundred different types of tests on one drop of blood.
Very sad a couple of tests.
We look forward of that.
FaceBook dot com slash was -- will put all of Sandy's ideas on here including pool.
But he's standing here that lawyer -- next banking -- great to -- -- of Hillary Hillary balanced fund co portfolio manager.
Closing bell ringing in seven minutes next -- break -- this week's movers and get you ready for next week don't go away.
