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Capital Advisors CEO Keith Goddard on his stock picks to boost investors’ portfolios.
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Business -- on a dale when the market rallies like we see today -- the -- behind it investors want to know how they can get economic gains.
But strategically almost surgically here was some specific names and areas he's buying -- sectors.
Areas -- Goddard -- capital advisors CEO and and maybe that's not even the right term for it either maybe it's categories right it.
Well that's right today you know today today is there is a great reminder lives that there's two kinds -- -- there's there's risks of market's going down and there's also the risk that you're you're conservative when they go up on and they like this in -- don't wanna -- so.
What we do the capital -- growth fund is categorized stocks in the different.
Risk reward profiles.
And that way we can stay in the market.
By tilting the portfolio toward either more conservative types of stocks -- more aggressive types of stocks.
Without having to get all the way in all the way out and make major directional -- like okay.
On a day like this everybody's saying not -- -- -- -- and there are and you talk about three categories that you like right now lets name them and the -- tens of our -- let's pull out -- stock from each one that you feel really works there.
-- so the most conservative.
Category we -- stable learners.
These are the most predictable kinds of businesses for a the risk of surprises as low.
Two examples that we like right now -- AT&T and Pepsi.
Both of them have very attractive dividend yields have already reported their earnings are you don't have though the risk of an earnings miss.
That's gonna smack you around here in the next few weeks.
Good long term stable places to be in the market without expose yourself to too much volatility.
The next category higher -- from -- for profile would be you know what we call accelerated -- These are companies for the uncertainty is a little higher -- growing faster no company can grow -- 20% forever.
But they're great stocks father growing evaporate.
-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- Work really in their core idea what would make PepsiCo the great company and then you look at the following five months where it has been a real perform are here.
-- you call that period -- may have culpa.
Back in February.
Pepsi is sort of laid out if things aren't going as well as we would like -- for the year they lowered guidance they discussed what they're gonna -- to address it.
And what makes Pepsi an interesting idea right now is that the things they said that they were gonna do back in February and march.
Are now happening and they're regaining investors' confidence that -- you know they do have their arms around the situation so that's that's.
What's behind the stock performance your third category is something called emerging franchises and for this you pick controversial stock -- and that would be Chesapeake.
Well in emerging franchised by its very nature is it is aggressive in the sense that there's a very wide range of possibilities for what can happen this is the place you -- in your portfolio.
To have doubles triples quadruples but -- you know you can lose a lot to what we like about Chesapeake is that.
We believe the asset value is there.
The company has been an extremely aggressive buyer of land they own fifteen million net acres.
Producing property in the United States -- the second largest producer of natural gas -- ExxonMobil.
Company was only found in 1989.
But they've gotten there by being very aggressive we believe the asset values there the market doesn't we'll see who's right.
-- we're gonna put all Europe's stock picks and a couple of others that you've chosen as well up on our FaceBook dot com slash Liz -- page thank you so much for joining us.
Thanks -- had to do it and keep.
