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Hot Sectors for Earnings Season

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    Fulcrum Securities chief strategist Rob Morgan on the sectors he is eyeing this earnings season.

  • Duration 4:13
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Today we're taking a look at some of the big names reporting -- of -- The next couple of weeks -- our next guest -- whether he'd buy sell or hold -- the critical question rob Morgan fulcrum security chief investment strategist is joining us with more.

On the earnings reports and some of the sectors he's spot on right now let's stop right there what sectors do you like and stocks in particular.

-- actually kind of from a from a macro view continue to like there's large cap dividend -- growth stocks and and then digging down -- -- little bit industrials and -- seem to be very well priced here technically sound earnings we're getting some earnings momentum there would stay away may be from my energy and Telecom but but that's kind of the 30000 -- -- Guidance here picks -- that isn't talking out of financials turning around -- you see that.

Well.

You know.

I've been more.

Or I should say less in the Big -- -- you know -- this balance sheets are gonna take some time to fix so some might picks have been more in the processing banking area the in the insurance area.

It's gonna take a little while yet on the big banks are out of -- -- some of the stocks -- -- in you know to JB hunt.

Schedule JB hunt certainly that's that's a name that you know we we talked about before.

Solid company.

18% -- -- It is it is a little bit rich right now 20/20 one times earnings and -- didn't you know I mentioned like this large had dividend paying stocks and and then they only have a 1% yield I wish that were miffed that that were hi Eric probable more excited about it still saw.

Report on Thursday also on Thursday gencorp and I -- we have like the defense the rocket ships of the world is gonna hair that's our kids get like a rocket ship.

They had some success of successful launches Europe you know over the last several months it's selling at 47 times earnings right now there's a lot of potential there.

But I think if -- held it over the last six months a year might be selling half of that position taken take a little bit off the -- -- take -- -- name -- that everyone's familiar with Groupon.

Is that it bottoming out a little -- would you hopeful hopefully bottoming out but it -- seem like consumers they're they're starting to suffer from this Internet.

Coupon earning fifty yeah so even at five bucks a share it still 29 times earnings so I.

I wouldn't say you know if you've written and all the way down to where it is now I don't think I don't think you can you gonna see a lot of down time but lesser yeah me adding that position here either Yemen cannot yesterday what did you think of their earnings.

You know I I think of of of all these names this is probably the one that -- the most solid on because one of those consumer names its defense is got a -- shield -- you know it's it's it is a little bit -- twenty times earnings -- should -- respectively 13% a year well diversified -- KFC and all at Taco Bell old the other -- -- restaurant side and that -- -- one of this that we talked about so or rock and ask you what happened to Zynga.

Well and the last night and I look I will but the first have to actually doesn't have put -- a little caveat around I'm glad we you know.

Apple's -- our favorite pick our our top pick and we we actually never -- Zynga.

Tracy asked me about it the last time.

There were headache and I I stepped -- -- and I.

I don't I get bad.

But Piper Jaffray came out with a survey today that basically -- the teenagers a year ago.

Now 35% and said they were gonna be playing more farm bill and today only ten dollars and so it sounds so it's amazing -- -- space for the for the social media slightest change quick it has stepped up yeah.

-- fickle but it's my little my little ones say mom don't even download it we're not going to be playing in a month.

Before we let you go what did you think of the base welcoming we were sort of -- they can't.

Yesterday Alex -- you know it's more -- slow growth economy.

The united that you you've touched on the words somewhat improved mere fact I imagine this happening gave us a little bit of a balance there so -- but.

-- this is -- you know we invented the term jobless recovery twenty years ago quarter and another this is the third recovery from recession where we've had a jobless recovery is gonna continue for awhile I think -- in your great stuff.

I'll get a little -- -- yeah.

Not have any ideas and thank you just showed blow through all those --

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