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US GDP the amount of services goods the entire output by every -- match -- contracted in the fourth quarter.
You -- but what does this really mean for your investments.
Spring and our market panel to tell us where they see some bright spots in the markets.
Joining us now is Robert -- he's short best capital management CEO and CIO and Eugene profit profit investments CEO and founder with a name like profit he had -- -- in stocks -- -- -- CF.
IG let me go to you first you actually see actually both are you guys -- -- pullback you may be bullish long term but -- -- -- one of about six to 7% coming.
Perhaps in the second quarter is there any sector that you -- think will be somewhat immune to any pullback.
Yes I listen David thanks for having me I think that if you go back and look at at 2012 to go back into the summer.
Armed most investors want that bullish and yet -- 5% to return -- I think if you look in the health care sector.
All of this is a great group for -- department like Korea and where you get.
-- some demographics and summer apartments for health -- actually helping you but you also have on some demand that's gonna -- result.
As a result Affordable Care Act even though that's somewhat unpopular with some investors I think from -- analysis standpoint you really confined.
-- some names in the sector that will benefit -- don't even have become is slowing like electronic press is is one company in a med tech space.
On that we like quite a bit on this the last two years it's been suffered from -- some secular growth deceleration.
But -- hasn't cost cutting going on here.
And and we think that if you you need a pacemaker if you need -- com.
On some spinal devices bomb that's not going to go anywhere in the concerning the entire -- been around pricing and that information is begin the -- -- and Omar is tracks running that company super Smart guy and he's ready to accept and deal with that medical device tax here's the -- much chart look absolutely gorgeous.
Let me get to Robert Luna while.
While -- she believes we're gonna see six to 7% correction do you tell me what you foresee.
Yet as we think that -- you're probably facing more like a three and a half to 4% correction.
And we're just looking down in the short term basis primarily based off the fifty day moving average.
Which is been really get support for the S&P 500 so that's something we're expecting to happen probably within the next month the sequestration.
Could be a catalyst for that but we're really bullish on the overall market and we think it be do you see that -- there's going to be a lot of money that's on the skyline that's really waiting for that type everywhere I went into the mark that money.
Show us -- Half half -- -- -- you're looking if you're looking domestically.
Where we think one of the sectors that you should be looking at is the energy sector we like playing that through the vanguard ETF.
Energy last year really wasn't under performer but if you look at it this year the dividend yield is great right there it's one of the cheapest sectors out there.
And globally there's a lot of room for expansion here in the US we're looking at about consumption of 22 barrels a day per person here.
Look at places like India and China where their real growth -- Yet consumption of under two barrels a day -- there so there's a lot of opportunity and your energy is a long term story.
But we think he should be thinking globally as an investor and really where the opportunity is today and we think the greatest opportunity the next ten years.
Is really in places like emerging markets and better yet front -- markets countries like Vietnam.
Where you have tremendous growth in the valuations are much cheaper than we're experiencing here wow.
Vietnam who would have found in several years are.
Now I don't know about -- but three out of the four people here have Apple Stock.
G night you know -- it's it's kind of a sore spot two to point that out to investors but.
You've you're you've got it now do you hold it idea Biden orbit at these low prices or -- you -- -- it.
I think if your.
Older and Apple Stock majority -- stock you hold it here and wait for the news to settle on that you don't own Apple Stock I think this is a compelling valuation on to enter into the stock.
On because if you're short term investor looking over the next few months their really is no telling which direction the stock will go is -- -- On sentiment driven right now on the -- -- -- negative but if you really look at.
All of the facts here on the iPhone 5 although it's had a week launched on it it's.
A lot of it has to do I think with -- and adapters and people take a little bit longer to bomb.
Move lower into it the overall story -- above dominant position hasn't really changed in those -- -- Has made some inroads I think that if you have a two to three year time horizon.
In the security you don't look back this time period.
And wish you had invested -- if you -- plenty of your -- if you've got this stock you don't -- to your portfolio of apple right now that's for people who are -- gonna -- again.
Well that's that adage of don't try to catch a falling knife and he you know apple about -- -- problems compelling at 500.
It -- downloads -- up 430 today I think it's -- 0460.
So it near term you know I wouldn't try to pick -- the bottom but.
I'm you feel pretty battle if you go and at 460 minutes born on the fourth.
All right let's get to Robert for his not his pick of the week not -- pick of the month David but his pick up the entire year can't wait to -- us live now okay we get the drum roll go.
Okay the pick an entire year is Disney if we -- one stock to own domestically it's definitely Disney.
And it's really its ability to play the global economy in the recovery.
The thing we like about Disney owns land.
See TV and Internet and it's a dominant player in all and the best years are ahead of it.
If you're talking about -- the theme parks are hitting on all cylinders they're getting ready to open a new theme park in 2014.
In Shanghai that's expected good track over seven million visitors first year.
ESPN looks great right now -- Disney cruises they're booked out almost entirely a year in advance and as far as the Internet.
The mobile revolution content is king and -- right now owns -- it's a great stock.
Valuations are cheap we think there's a long way -- Don't business.
Robert -- Eugene profit -- great stuff thank you very much by the way we -- keep.
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