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Is on Marlboro does -- -- look it's on track to do something -- not done.
And almost ten years closed down for the eleventh day out of twelve days now that's something has not happened.
It's bad happens like 26 2002.
Matt -- -- bowl -- investment counsel joins us.
Matt you say volatilities are gonna be increasing ever -- says that all the time.
-- -- do we do about that.
By high quality dividend paying stocks -- even look at this time last year we're going through volatility through Japan going through Europe the debt negotiations.
Dividend paying -- TV down -- downside protection and income they did great.
Last year they under performer first quarter starting to outperform this quarter dividends give you downside protection in volatile times and -- volatility picks up they outperform.
Plus seventy -- bullish on Aussie times you've been out with -- you talked a lot about the banks you don't like US finance right or not.
But -- -- Canadian banks but if you compare the performance of US financials to Canadian banks.
You -- finance of the performers are you gonna stay with this -- yes yes in here's why when you look at its degree of safety to financials here in the US you have to agree with Dodd-Frank and other concerns it's not clear.
You look what happened JPMorgan clearly that's something that their shareholders would prefer that didn't occur.
You also look at their exposure to Europe which I think is a -- and unlikely to get fixed quickly.
The Canadian banks that we own bank -- -- -- Canadian girl have limit exposure to US limit exposure to Europe but yet they have strong dividend yields of foreign 5%.
They underperform last quarter because a risk on -- -- outperforming now and they've clearly outperformed since away because there banking structure.
Is much more conservative they don't have that -- -- and sub -- that we used to have and I think people want safety and financials I think that's the safe way to play.
All right was talking about companies that make stuff -- like Intel ultra long battered and abused this kind of surprised to -- that's actually up 9% year to date it's headed it's had a great run Dennis.
I like -- -- it just increases dividend 7% last week this is on top of -- 31% dividend increase last year.
Zero long term debt for every three chips they sell to -- -- three and emerging markets.
And you also have to look at it that it's somebody that is seeking twelve point five billion capital expenditures we think they're gonna be a great loss from -- the pristine balance sheet they're not going away.
Don a little bit over the last month about 1% but we're talking about McDonald's earlier with Charles -- right -- -- they're gonna be expanding.
Over into China and curious what you thought about -- take on and on mcdonalds and if you yourself still like that got -- We're we're very big on a McDonald's we like there Asia -- we like the international revenue stream.
You're talking about coffee they make most -- money on drinks whether -- -- coffee or the the milk shakes and other issues.
We think that when you look at their average ticket is below six bucks most Americans -- most the world can afford to eat there.
-- look at people they're trying to deal with everyday value purchases.
You the whole family can be -- for less than ten bucks and I think it's a situation where you lost a look at you're seeing a rising dividend yield.
And I think if you go -- uncertain times like you did last year McDonald's was -- if you performing stocks in the Dow that was actually up -- we think it's something to get safety and a downward market.
Okay you also like DLR Digital Realty Trust and -- had a good question on this.
Hot well I mean it's it's it's at a technology Applera real estate -- -- relative but it's it is a reach but it's really it trades like -- tech stock because what's involved with is storage can also disaster recovery.
In its -- 800 pound gorilla and that spacing of 96 sites worldwide they have a very strong dividend yield of over four and a half percent.
It's something if you look at corporations that they have to -- with going with the -- Everybody has to use storage and everybody has disaster recovery and that's something that people need regards the economic situation up 18%.
Over the last year -- -- we like that just saying yeah.
Well as very speedily to assert that yeah they drape nicely to happen McCormick football and Gaynor investment counsel --
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