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Get back to -- -- he says stop focusing on the economies macro issues it's time to pull up the microscope if you -- -- make some money.
He's back what names you believe have room to grow and what's let's start with at least one positive note here and that is what appears to be.
At least a bottoming out of the housing industry Brent Wells Fargo is your pick.
There was -- to take -- not just that they're about 50% fee.
-- for mortgages and financial services and 50% from income from interest.
So that's it's a good bet it's the number one mortgage organizer in -- world 30% year over here and now it's been a good play but.
We think it's got a lot more room to run what will generate that -- around.
Lower interest rates simply that the Fed said we're gonna -- good -- don't find a way to have margins decent margins on -- some of you know that's tough but they would they also have not just that yesterday there are able to make -- fees on this.
But they also have their financial services arm that's actually going quite well.
We teased annaly capital we didn't say the name but that is it with this -- -- global dividend does the stock is flat over the past year but you still like this is this simply 'cause you get shake out a dividend.
Down fortunately or unfortunately that one of the founders and president died over the weekend it's right on California -- -- on carrier right.
Where we -- we're gonna watch that of course but.
This is this is a play that's given you twelve and a half percent it was higher.
They actually cut their dividend but they also announced that billion and -- half dollar stock buyback it's a very stable company it's up 11% for the year.
You know what if we just -- the twelve and half -- coupon for the rest of the year next year I'm gonna be happy.
With a that is one heck of a dividend not bad at all twelve and half percent let's get your final pick and that his mom -- -- which.
Needless to say Israeli Kraft it's part of what was spun -- -- the -- let.
You know we have she owned craft -- the split we sold off the US unit kept the foreign unit which is -- That's you know how can you say note Oreo Cookies chips ahoy.
Trident gum brands crack Paris crackers so we're exporting our our our -- -- best known brands.
They're number one or number two in almost every every category and -- 44% emerging markets there -- go back to food there we go back to emerging markets caloric intake.
There may not be the most exciting thing but it'll make you money.
Where mom to list making the world fat that's also not listen I eat that stuff tip my daughter ask you this morning why can't we have Mario -- He wearing be down fifty calories and orange funny how do you know that he really does this research is totally really do.
-- great to see if things so much Iraq leader of RDM capital he is the CEO more than half a billion in assets under man.
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