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Two Safe Picks and a Long Shot

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    Capital Advisors CEO Keith Goddard on how to invest amid market volatility.

  • Duration 3:48
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Case back to.

I think the call.

How you serve any upcoming market volatility Keith Goddard is CEO capital advisors -- to save big.

And a long shot first key volatility continues but overall you think -- directions upright that's a good news.

Well yeah -- in I think the point I would make is that investors may have been kind lulled into a sense of calm here with stock market's doing well for a couple months the volatility index the -- is down below twenty.

There are several things coming up between now and here and they're gonna bring some fireworks back into the the asset markets and our opinions they'll have some opportunities to -- to pick off stocks are cheaper prices little.

But -- not the start of the next fair market.

OK so let's talk about some of those stocks so you got to -- that are stable and safe which sounds look like but I want the spouse but not necessarily -- -- stop.

Talk about PepsiCo and -- Well both of these stocks have been have -- companies have been suffering frustrations are delivering frustrations for their shareholders either through missing earnings estimates or through.

You know marketshare -- challenges in the case of Pepsi vs -- but.

That the benefit of that is expectations in these stocks are very low if we do get some fireworks in the markets and get some downside -- these stocks will hold up very well.

Relative to the rest of the market and and give you a safe haven in your portfolio your collecting a 3% -- -- -- -- and we believe in -- point is great and about these stocks have come -- buy and hold safe places to put some money in 2000.

Well all right now let's cut your far bolder sexier call Nokia I mean it seems to be -- -- -- the CB radio I thought there left for dead and gone in.

Hooking up at Microsoft unproven and phones.

Well that's right you know you get paid in the stock market for taking on uncertainty and -- -- certainly qualifies.

The stock below four dollars has been left for dead.

Here's here's the thing about Nokia that we think gives them a shot.

There is a meaningful chunk of market share you know 15% plus or minus.

In the enterprise space the business space that's being.

There's -- there as Blackberry loses its its position in the market so.

It's it's important to remember the three most use business applications are all for Microsoft Word excel and PowerPoint.

None of the existing platforms from apple or android handle those programs well also -- We are making the -- in the capital by the growth fund that there is a percentage of enterprise users.

Who are willing to try a thirty ecosystem and in the mobile space because of those three.

Three programs of the -- so -- know in the second half this year it's gonna work or not and if it does.

Nokia's going to be very well as the stock price of -- -- Motorola mobility their cellphone business should we -- Nokia because Microsoft bull by Nokia.

I doubt that will happen.

Is it but you know is it.

When you get down to a three dollar stock with a dollar share in cash if anything can happen.

You know if if this partnership with Microsoft does not work out -- not going to be a great investments but -- not going to zero and then you can always wake up 1 morning have a bought out it twice what you pay for -- so well who knows that's not the reason about but it sure happens.

All right I think we're gonna go hadn't what what what else -- you think -- in this whole space though I thought Samsung was the real play now going on for wireless rather than.

Nokia.

Well -- Samsung has done a great job of bringing.

You know an open source platform they don't have their own operating system -- adopted android.

And they have done -- bang up job of penetrating the market with with android based phones.

Nokia to your credit went the other way as -- round from Blackberry you know Blackburn is still clinging on for proprietary operating system.

Nokia in 2011 made a bold decision we're going open source we're going Microsoft and that gives them a chance it's a long shot but gives them a chance OK thank you so much he's got to appreciate your being with us.