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Now let's pick the next sectors that might throw away the crutches and say I'm -- -- -- and bell rock capital founder and chief investment officer says.
She knows which sectors are next here's why you should listen to Cassandra last time she was here on March 24 -- 2011.
Her favorite stop at the time was Monsanto.
Op more than 30%.
Since then none Cassandra do you still like it quickly on on Monsanto still like Monsanto is he right here.
We would buy it here you have because the long -- the long trend remains in place.
Population in the world is gonna continue to grow and that's the driver because we need seed technology.
We need food and OK what.
This go straight here -- say that there are people.
Who still believe the fiscal -- this coming in Europe still a problem and at -- so much -- drawn and and not I -- remain conservative yet pick.
Stocks still how do you go about doing that then why you pull out a few hairs and morning to you know and -- Well yeah yes and we still have those issues in the backdrop -- but you have to look domestically at what -- Is going on and we seem to have found a bottom in real estate.
And so that is now for us a long trend.
Let's go macro and say do you like anything outside of the United States or do you feel like you wanna just Nestor -- happened here.
No we do like things that have exposure outside the United States but it's not necessarily there.
Hugest percentage of revenue generating are you saying by US stocks that have a global footprint that absolutely yeah and it's not all over the globe -- mean we like stocks like Cinemark.
Home which I'm sure we'll talk about that have some more Latin American exposure than they -- European offending.
We've we talked about the two sectors that look what they've finally started to find some short footing and that would be.
Housing and autos OK so great we missed that lets go -- to.
What do you feel will be the next winners.
Well as -- set I think within housing.
There are so many different sub components.
And it becomes.
Not just real estate builders but it's things like Home Depot and Sherwin-Williams.
That are kind of the next.
The next step in that.
Same thing with in autos it has to do with you know auto parts manufacturers.
And that's that's going to happen for the next several years.
Assuming we stand course and we don't go back into recession but we were talking about coal because about what we have our our nymex traders and watch culturally need asset and I am sorry Charlie -- -- from the CME says watch out for coal.
Because to make iron ore and to deal with their operations you need coal right so what do you think about the colon and explode guys.
I think it depends on who gets and office.
Because our view is those -- those -- areas if Romney gets elected will probably pick up steam so to speak.
It ultimately enough oil exploration and it is at its highest level since 1994 under and under President Obama the current administration right.
But yet you still see people complain about some of the pipelines that have been shot down an and other.
Initiatives that probably would -- pick up steam ahead again.
As a source of energy would would also be at the top of the -- not only for making steel but for energy in and of itself.
So that's definitely an -- area of focus and health care is also something.
But again I think that depends on who wins the election.
51 minutes before the closing bell rings Cassandra is up coming up but -- -- you -- she -- you with saying that Cinemark but what else to she likes to be naming names.
For a while there apple yeah.
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