You're watching...

Emerging-Market Stock Picks

Details

  • Description

    PowerTrend brief editor Chris Versace on where to invest in today's market.

  • Duration 3:14
  • Date

Clips

Also in this playlist...

Latest Video

Auto-advance: ON

Auto-advance

Transcript

This transcript is automatically generated

Now -- it's time now for the pet.

Hundred acres for saying things like what is happening power trend -- and -- -- Robinson -- -- -- for today's equipment.

All right look again that the bank should actually -- some Billings and turn digital what is InterDigital.

Individuals essentially it's a technology company that license -- of patents all sorts -- consumer electronic companies and they're sweet spot is three G and four -- technologies switcher.

Being continue continue to be pushed out across the only the -- markets in the case for G by guys like AT&T and Verizon.

But also in the emerging markets to whether it's China India and life.

And -- -- stock but it's it's actually been substantially down over the last year last year when -- today I mean are you saying entry point and well is stuck under pressure like -- -- -- -- -- the -- -- at all well.

Last year what happened under the command of the team -- the but -- -- play hot on the heels of some big -- auctions.

And then in the fall can be said all right we're done we're not to do we don't like any bids so you seen a real cooling off in the stock now.

OK no doubt about it is it close to bottoming out I do think so catalyst going forward for this is inking or more for GL TE licensees share guys like in the data he -- -- -- Samsung.

LG and you take a look at Verizon said -- to -- forgy LT capable devices going forward and and look at Apple's brandywine -- -- LT again so there's a number of things we can look -- to release.

Or the stock while forging is still debatable but that's just laugh and I think you look at company called silent and it's a water play short and what is -- well.

We talked a lot about in the hour -- in the last couple weeks about oil and gas you know scarce resource and take a look at water.

Like just about 1% of water on the planet is fresh water and -- the kind when we drink and we used what are crops and things like that we take a look at.

Global population growth we take a look at pricing in comes in the developing and emerging markets that spurred incremental demand for clean water and -- we look at the US infrastructure that is very dated.

And factory here in new York New York City one in every six gallons waters lost -- the water system -- so there's a huge pushed up.

Saying company you know I had to say I'm looking at any you listen you're looking at kind of these secondary third tier plays -- smaller companies but again.

You're seeing growth opportunity in an obvious of the researchers being gone request when -- on the show back in December you would told me that you.

-- -- -- let's try to and I got a challenge you on this that's our -- and see what the stock has been doing I mean Reed Hastings -- Hayden.

The man is delivering to shareholders right now on the stock is actually at look at the last three months and in his.

Build there but overall Netflix well I'll I I I assume no -- I think the answer there is what's your time horizon my time price history -- So about a year ago -- -- -- negative rating on -- -- sixty.

There are a lot of people that we're still very -- there's lot of upside Smartphone penetration in the like.

Go a year later the thesis is played out on revenues were talking earlier I think Alex Scott I was on with a twelve dollar price target right six to twelve predict -- I -- afford it patient take my time I do think the thesis on next that Netflix will play out.

As a 115 dollar stock which is much bad PR the companies had to -- 115 -- we look at into that.

-- say it's good to have you on the show ensure our power trend brief empowered and profit senator -- for say is thank you for joining me for the -- Earlier --