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Bell Rock Capital CIO Cassandra Toroian on her conservative stock choices for domestic investments.
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But the different sectors -- -- getting affected.
Now sticking with her avoid Europe's stayed domestic theme Cassandra -- and is investing conservatively with -- domestic stocks and the best large cap -- she really thinks.
Is the best for investors to own your first pick Church & Dwight not Procter & Gamble not Colgate-Palmolive.
White church and what.
I love the stock it is just a steady -- stock if you go back and you look at the chart.
For years and years this stock has done well in any kind of market here's why.
They don't Armand Hammer -- exactly yeah that's doesn't have to firebox for the fridge every that's like built in you have to buy -- -- hammer they own brands that we all use.
And we just don't realize the church and the way don't stop -- claim that's right there yeah.
-- You look at -- what.
Go on -- have been.
So the reality is that they continue to buy occasionally.
New -- senses -- their portfolio.
They do a tremendous job.
Integrating them and leveraging those brands -- steady Eddie chart look at that ten years gorgeous gorgeous.
Yes so I I think this is the kind of thing that you want to own as a core holding your next one.
Is a little dicier because it's teeny bit of controversy and that Cinemark and this is a movie theater chain him there in South America and the US but you liked it right now -- got great dividends.
They have a great dividend and yet it has a growth component to it because they are expanding in the Latin American markets.
-- all over here in the US yes it as you mentioned it's a little bit Dicey because they had the theater.
Where the shootings wore black that the Dark Knight yes Colorado right they're being sued for the right.
But I think that's gonna work its way out and it you know it's.
That wasn't anything that they cause let's let's face it and it's a good solid.
Dividend paying growth company which is I think someone of an oxymoron but it's there you heard Scott blacks say that he likes to different banks -- -- Wells Fargo and elects in other ones that he has picked they're not sort of the most famous ones like a city.
Which do you prefer in a portfolio Bank of America.
We we like Bank of America very much they seem to have had such a rough time over the last few years because of their mortgage exposure.
Now that's a good thing for them I mean -- this is a record.
Record year for for -- fires and there are participating in that and so.
They don't have you know city obviously reported today.
-- -- -- is really more domestically focused their balance sheet continues to get cleaned up.
Their loan portfolio -- -- continues to get better not worse and from a valuation perspective.
It's very cheap and get this could be I mean you find you know less than ten dollars a share look at.
This chart now Jones industrials big board right now we're looking at -- up 99.
Point some.
On a day were we got good retail sales numbers some decent news out of China that they may not be not -- we thought they were falling into the abyss but -- some people get panicked at that -- growth area.
For people who allow fear to dictate short term -- to dictate their investments what do you say to them.
Certainly there are going to be some potholes in the road and you have to can continue to look at what you're long term.
Trends are.
And stick with -- and don't be afraid you're already buying these stocks in some cases it very low prices vs where they were a couple of years ago.
Cassandra -- about Barack Osaka to see it -- -- much.
