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Or for more now on the markets and of course this pre fed -- that the filling in an associates principal and portfolio manager Medvedev.
Is here you say even with all these greens stocks on the screen behind his right I -- say that the time -- getting much closer for -- -- I think.
It is I think it's gonna come down to -- where the growth is in the grosses and get that struck a little bit stronger confidence is coming back to jobs pictures get a little bit better so it's not yet but I think it's getting close and your stock picking a wanna be clear that you're really looking for specific -- what do you valuing the company right now.
I think he's going to be super important over the next.
Call it twelve to eighteen months have coming to control their own destiny because we're in sort of this lukewarm economic environment parts of the world are doing great parts -- little bit more sluggish.
So we want companies that can grow we want companies -- can and cannot control their destiny a little bit -- have something special about let's show then your first picture and that is Yum! Brands and this isn't just talk a bell Pizza Hut KFC.
This is a new picture bring to us -- it is it is and this is a stock that has had a tremendous run but in the last year it's been more or less kind of net flat so.
It's got a great footprint in China southeast stage has been a great growth story but in the last year had a supply chain issue where some of its suppliers were were.
Revealed to be had having some chemicals and -- in need to getting past that.
They've done that in the past have been two or three instances like this in the past -- they get back to growth next year we think it'll it'll start it's up.
It's a ball will charge you to pick up the supplies and issues the Sox so is still up over 9%.
Over the last year now you pick this 113 months ago this is -- Fisher scientific TMO -- -- taken her you pick this.
It's what since you picked -- thirteen months ago is up 58%.
Lab instruments things like that when like these guys.
So this is 800 pound gorilla in the life sciences area and one of the really interest in parts of health care right now is how -- we all.
Bend the cost curve on on providing health -- and so part of its diagnostics part of its research in new drugs targeting therapies is genomic sequencing all of that stuff.
And that right in the middle all that and -- actually great example one of the challenges we all have as managers today which is you bought a stock at sixty now it's eighty -- can I still buy it but that the truth is attorneys have grown right along just.
So like I know because this is 66% rise I -- show our viewers that again it's up.
58% and you picked -- -- -- another socking it take to Starbucks depicted August 191012.
It if our viewers what -- gone with you they would have been a 45% return on Starbucks.
It's a it's a great company it's a special company has the opportunity to double in size not in the US mostly in China the parts the world.
Europe has been sort of a -- -- their side but -- -- getting their arms around after the first time but it's just it's got a lot of great things.
In front of it it's got a few acquisitions it made recently that -- gonna add to that to the lineup here in the US so it's it's a great company.
-- -- -- Dunkin' brands we know this company marrow blood I don't Travis the CEO good friend of the show me and also this is something you picked may eighth 2012.
Our viewers -- about twenty some percent if they would have picked it with you back on that date -- -- -- that.
So Duncan is one that can double in the US it's -- well known name it's a well known you know brand concept that we're all familiar with but.
You know it's still primarily and an East Coast and northeast Brandon and that's changing its gonna change over ten years that's gonna play out over over ten years and but still plenty of room for it to double.
It looks not a guy isn't it we talking about this from yeah yeah old friend of -- -- -- you still like -- I do it's you know it's it's a very unique company in high end eyewear and as both sunglasses prescription where it's got all the fashion labels it's got that wholesale to retail -- -- that you like and it's got less and less competition by the day so it's just to terrific -- -- this wanna I wanna bring up this what his accent because you pick this November 2011.
It's K 47%.
Even one year chart.
A ProLogis is pretty strong here.
It is an end it but you know the last couple weeks this is a -- and so anything with any sort of educate sensitivity has gotten hurt is as interest rates have backed -- recently but.
This is the largest player in industrial real estate to think about warehouses and and shipping facilities -- -- with the second largest player so it's now.
The gorilla in the space and it is you know it had a near death experience in the financial crisis has come back in -- -- way and.
Well this is just the one year I mean that is what is generally -- just look at the at the end of the five year -- nevermind any what -- -- I do wanna get these rats have a black sun group here is another one APEC blacks and you pick this one back on November 28 2011 it's gained 60%.
And then alumina this last talk a wanna show distributors and this is a six month you -- this in October of 2011.
And it our viewers would have gone with you what they would -- seventy per cent.
On this stock and I got to -- the.
British our viewers what they wanted.
Yes so let you know I rising market health lots of the stock pickers but come -- is that is the clear winner in genomic sequence all right.
That better than it has decided that the end of all the winds to to be out to be humble about his picks the great stuff that thank you similar.
-- have you on the show mad that I have right dead.
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