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My next guest says this bull market is built on strength -- the US economy and there's room to run and maybe some -- -- high net worth clients fit into those people who love their pets of upstate by the many things -- them private jets it's.
What should we be by all the highs if we're buying what the wealthy Carol pepper pepper international president is joining me now at a Fox Business exclusive.
Again just remind people you a lot of high net worth clients they are the Smart money but they want to preserve their wealth to they've really reflect what the retail investors -- right.
Now well they do in the sense that they've also started to really begin to trust the -- And so high net worth people are investing for multiple generations and they were very hesitant when the rally started thinking oh my goodness this is not -- -- try to track a year ago.
Gently come on -- come -- get in because you know you don't want to buy high and sellouts to that this fears everyone has right now retailer I network are we yet.
A -- we gonna crash down but frankly I just don't see it I mean.
What's interesting is that now we have cypress we have the Italian elections a lot of things are happening negatively other parts of the world.
But the market in the US is not responding the market in the US is really responding to the good news they were getting on our economy.
OK let's say I thought -- come around and I'm ready to buy and I'm certainly not buying at the -- what are the characteristics of stocks -- should be looking for right now at this stage of the -- This stage of the -- and frankly any time.
You really -- -- market leaders who are gonna do well no matter what the market is getting who -- the dominant players who are really be actually companies because of Buffett doesn't it yes it's that Buffett does.
And especially women -- not in a market that's just swung around by macro events.
Seven we get back to the real businesses investing which means the business of actually looking -- who are the good companies OK so let's get to three that you feel.
Are really -- companies that you're recommending him and not this first one but one coming up these days like by shuffles during the gold -- -- selling shovels -- local races terrain they're doing a great job but.
Your first pick is CGI group that's right that ticker is -- -- be.
And the reason that I like this company they're Canadian based company may have been the leader in helping to lead the charge for the technology in obamacare so all -- states.
Have to set medical exchanges CGI's handling thirty of the federal medical -- -- Exchanges -- also handle in five of the state medical exchanges and are also becoming the leader.
For putting the entire federal government both of these states.
And the United States and Canada onto the cloud -- once it's done what's their income going to be it's going to be over ten years list that got ten years of backlog.
Contracts -- got eighteen billion dollars for the back lot -- sitting there so this is a long term player.
Whether the market goes up or down guess I obamacare so -- -- happen whether we like it or not and all of the states have to complain have technology to actually.
Implemented and that's at CGI -- now let's get to the company that's selling shovels during the gold rush and that is Qualcomm yes I love Qualcomm again.
You know there's a lot of question this is apple gonna lead -- I'm -- -- but why bother choosing hundred -- you can simply go ahead.
And -- used the chip inside the Smartphone rather than choosing.
-- particular Smartphone it's just like selling -- during the gold rush during the gold rush she didn't you made the most funny -- just sold the shovel tell the miners.
And in this case you're selling chips to all the phone companies about the Qualcomm is terrific.
We'll Qualcomm though and and and they've got a little bit of the dividend here so that's always nice and they are extraordinarily Smart people but I just wonder -- -- -- end.
At some point -- their saturation where everybody has the -- they want or are we just did that motive I think the next best thing and it all comes going to be -- that's right we're gonna get the next best thing the next thing we're gonna all better than Dick Tracy watches that we had about a cartoon from your kids and you're gonna have yourself on on your I don't know that.
I haven't that's what you're gonna definitely need a new version so every time there's an upgrade -- new.
Cool gadget that comes out -- come up the inside that -- great villagers Smartphone stuck to your wrist Lorena did what Kabul began at settings yourself warrant.
You're next because Simon properties group that's great list Simon properties because one of the most admired real estate companies in the world -- -- markets -- company in the world.
300 over 300 high end retail malls and they have over 400 point -- million expert Peter for realistic so what does that mean.
If you think -- is gonna do well this year if you think consumers are coming back to spend and that's what we've been seeing.
Then you're going to do very well Simon property script that the people that have the money the high end consumers.
Are going to SPG malls while you were talking Carol the Dow almost came back all the way were down just thirteen point deficit that he.
Yeah I have -- Pepper international.
We'll put her stock picks on the FaceBook dot com slash Liz -- page closing.
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