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Investing in Stocks That Dominate Their Sector

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    Villere & Co. Partner Sandy Villere on stocks to boost investors’ portfolios.

  • Duration 3:18
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When it comes to investing sandy heavily air -- billionaire and company partner and Billy air -- -- -- come manager looks for companies that dominate in their field.

-- low PE levels have little to no debt and that have actually fallen out of favor with Wall Street so what does -- investing in right now Citi joins us now out of box this is exclusive.

From New Orleans.

Us so you -- are looking mostly for companies that dominate in there.

Category.

Are -- specific categories that you like and it's like the 800 pound gorilla that is what the one that's got you know very high competitive.

Barriers to entry things like that show.

Not necessarily as I like get high margin businesses okay good high margin business says obviously debt is going to be an issue for any company you want lower -- correct.

That's right when you go through periods like we had an 0809 you wanna buy these companies that.

Even -- sales taper off they're not gonna have to go to the capital markets when they don't want to so we really like companies -- shy away from -- OK so -- is that it's a contrary in place.

Both customers up some names specifically wanna give our viewers cousin -- some specific examples of the things that you like.

Can't -- contacted as a marketing firm an email marketing firm.

You you brought this company to less attention the stock is actually got -- -- 13% since March are you sticking by this pack.

I am I may not only do they do email marking Nelson -- social marketing and event marketing and and talk about 800 pound gorilla these guys have 525000.

Subscribers that are paying an average of forty dollars a month.

So this makes him about five times the size their closest competitor.

The reason the stocks' off a little bit -- because seasonally anyway -- if you look at the last few years in the summer tends to bottom.

And then as we get into the fall into their seasonally strong fourth quarter and first quarter.

The stock tends to pick up so.

Email us here at what -- -- I didn't did you get that space overall as a growth space because that there's been a lot of has been a lot of jobs available IT jobs in that sector but overall is that is that -- -- that's going in your opinion.

I think it is small and medium sized businesses need help they need they need out all the tools that.

That Constant Contact offers analysis acquisition of single platform.

They can offer more and more tools -- now that if you're small floral shop you can get your message out via.

Email but also FaceBook Twitter Linkedin so many different ways to communicate I think this is really gonna help out small -- medium sized businesses gain customers that's that's the key here okay Sydney also a company called Luminex -- bio testing.

-- company they also have they test for airborne diseases as well.

Another one that you brought to close attention the stock is down about 13% since early martz you still like this one means we got a lot of bias to caught the virus going on right now are you still in the -- one -- I -- they sell biological testing technologies to pretty much the life sciences industry and what I like about it they can do a hundred different -- detest some which is one drop of water fluid.

So it's one of cents.

And out there recently they made an acquisition of -- DX which gets him into a five billion dollar marketplace for medium and small hospital labs which is gonna really open and -- and another big market for them it's I think that acquisition got him down.

And and I think it's one that you can -- right here in and make some good money on you know going forward.

Okay you have some things that you like things are gonna of what we're gonna put that on the FBN countdown.

FaceBook page sandy and Hillary Miller and company partner and Hillary balanced fund co manager sandy thank you thanks for having me appreciate it.

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