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Your time today.
Well it is now time for the sick and all the person -- at the onset and yes while he's talking about Google Google there's -- right.
We do like.
So we are not this is not -- earnings play this is to us in long term thematic holding.
What Google is doing in particular with the mobility on the online stuff is actually second to -- -- beating everybody else.
They provide their own con -- the acquisition of Motorola will mobility we think long term is very positive.
So we look at Google as a long term winner I hope everything -- -- said is right with strong earnings and revenues and everything else there's no question about it.
But we're really looking at the next 121824.
Months and we think it's a phenomenal stock to own -- growth.
-- and that's obviously in the GMG in the defense of beta funds as well right not fun is actually up what twenty.
-- we're we're basically in line with the market over last six months with about 65% of the market volatility so that's really been helping.
There's the fun there there is Europe and -- and defensive all right let's also talk about another on the alike and that -- -- you like Cisco yes -- So yes Cisco again it's up to forefront of the innovation so we look at technology names we look for companies with strong balance -- Incredibly strong history of innovation and at the forefront of their field that's the key to us with regards to technology because technology again can be a little bit more volatile in the market overall.
Stock is down.
A bit over the last month or so mean about 3% vs -- maybe not a huge considering that the stock price itself.
At the forefront of -- again going to be a big trend over the next few years and that's where we're looking to make some gains.
Alright interesting let me ask you about -- Telecom in the -- -- century link.
Yes so there's been a lot of talk about Verizon about AT&T -- link is kind of in our group of when no matter who wins.
-- provides the towers in essence for the communication.
And so whether Verizon gets extra revenue Verizon gets a few extra customers -- eighteen -- does -- Deutsche Telecom -- whomever.
You know it really doesn't matter because sentry link is going to benefit from -- and again we think that that's high growth area over the next few mega.
Is this about isn't he picks centrally because they backed out of a mixed bag of of analysts estimate excuse -- analyst's opinion about the Telecom sector overall thumbs it's their way.
Some like yourself are saying be specific.
Yeah we think it's -- it you have to pick the name is right so we wouldn't advocate just find it telecoms sector or any sector for that matter broadly we think -- doing your fundamental research.
In which case you know size.
Our balance sheet strength and earnings visibility are absolutely critical.
Last time here on the show you talked about to tell your guess -- company do you still like this yeah we still like it we still like to add to wouldn't particular far dividend paying strategies are dividend buster program.
Where we look for high quality names that are going to benefits in terms of the sector but -- -- goods a dividend I think to tell right now paying somewhere around five and a half.
-- the dividends hotels yet I flip it exactly yet affected the stock is actually down.
About 30% over the last month what is actually the -- frankly considering the fact that you've seen.
And Brent in particular really Jack up forget -- -- TI keep -- -- it's a -- it's a French company so it's being dragged down with all the difficulties that are happening in Europe as a whole.
We would expect again over the long term this is a 357 -- -- for -- -- and you know -- that kind of smooth out and come back to be in line with the overall sector performance and we are positive on the energy sector our overall you are all our first -- to see -- again thanks general good to have you shows solid core.
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