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-- -- let's get to the -- make guild and a body before retirement over the next -- -- ladies.
Matt -- back with me -- like veriphone great stock is up 41% here today Italy.
It is it's got more to go -- so they make the point of sale terminals that you swipe a credit card through and go to the store where the taxi or whatever else so it's both the play on more of those people using their cards more but also there's a new standard come and on the -- -- EMV.
-- -- paid MasterCard Visa and so the networks are saying to the merchants pay you gonna have to take this.
New standard of card that has a little chip in it and AF dinner at hand which is more secure from -- standpoint -- there may be a -- upgrade cycle for the terminals to a company.
And that this is about Iverson over the last year so that you're saying -- -- kind of a buying opportunity you look at a delicate -- like that's okay inspiration.
MPC unit began do that it can story.
It is so it's a big drug company had the same patent cliff vision that a lot of them do but this is kind of a trough year.
The interesting thing about sanity to me.
There there are three things one it's the biggest of the industry in emerging markets I think that's a plus but more importantly it is one -- really only three global players and diabetes which is sadly a huge growth market.
Is that it's that recall it would that the maintenance disease you know you did if -- diabetic or -- taking medication in excellently medication and new classes of drugs in the and that's just gonna continue to grow well and -- -- a player and that what I really don't they have a big.
And Lilly and Novo Nordisk a -- the other the other.
-- -- That's -- -- a good driver for them and then they also by Genzyme two years ago and they just in the manufacturing problems Genzyme fixed.
-- is a rare disease company and so I think that's -- -- nice -- and I.
Say I mean I you know lifelong -- -- the pharma companies given some of the smaller by attacks risky.
But interest in place.
For -- go -- below financially evident that today honestly one of the picks that you have talked about previously selected as JPMorgan.
Why Goldman Sachs went out where you stand I just -- you know when he.
We've learned through this whole up and down to the cycle is management matters a lot I think this is the best in class management team.
Not just that Jamie -- but but you know several layers down it's got a great balance sheet liquidity distressed testers prove that.
But I think it articulated it very clear case to get to six bucks a share earnings it doesn't require businesses do a -- a lot more you just have to get rid of things like reserves legal reserve settlements and -- to fall collection costs and those will go away over time.
And I think the stock's gonna look pretty -- -- well let's say what the -- -- of unity 35%.
JPMorgan and now open up pretty big last year.
Yeah hadn't gone anyway and five hours stuff here all right mad that a great to have you on thank you very much and that that but Douglas Elliott associates portfolio manager there well.
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