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The first day of summer and we have a hot news segment.
Summertime showdown every Friday we're gonna -- -- -- stock -- against each other with two plays each we're gonna attract them for a month and bring them back to see his that's performed the best our challenges today -- got -- bargain planner a portfolio manager at Stifel Nicolaus.
First of all reports that Gary Goldberg financial services present all right.
Reach out -- gonna start with you say go big or go home when your first pick it.
Wal-Mart consistently growing consistently profitable well capitalized.
Its stock is trading around 7374.
Our price target on that is 84 dollars.
It's a dividend play as well 2.5 percent dividend 15% giving growth rate going for the next couple years we think that you getting paid wealth taken on the risk.
It's taken on -- the stock is down year over year by 8% that that's fine all right there you got okay you said it is -- -- Oliver.
Time to think small as it very small.
The very small but not very new so there's just a couple of different stocks that we like Tootsie Roll -- lots Ehrlich tootsie rolls a great company we all know what it's but it's much more than just a Tootsie Roll they have a -- Lineup of various -- and what we like about the stock in particular is that it is making great expansions into Mexico.
And other developing markets facility -- future's looking very bright for them.
Texas -- we should say here is actually up 41%.
Over the last year initial -- NN still still saying to get -- still a lot of room to grow because of the expansion capability OK from small.
Back to bed and gone back to -- -- -- Morgan Lander triumph grower.
We'll Triumph Group is an aerospace parts manufacturer so you're playing the wave of the big Jumbo jets in manufacturing with Boeing and Airbus.
This stock we have a price target of ninety dollars a share.
We believe that the company can't consistently grown consistently -- well capitalized.
And what you really have here it is a company that no one has really heard of but it's gone up around 300% in the last ten years.
And it has actually this does is it a stock is up 35%.
Over the last year it's and it's actually been performing as the one month.
One month -- up 8% -- -- going on here.
That's a terrific company you're playing off of that hole.
Set -- cool cool move with in the aerospace industry and they have a very big pipeline.
Okay Oliver back CA your second -- You're a little bigger than -- -- -- -- -- act but but again one of those companies that we've all heard of but didn't think about from investment perspective WD-40.
Again a company that as the economy continues kind of -- along if we're talking about earlier in the segment here on Fox Business Network.
We think that that's going to be a big beneficiaries cereal sales are growing revenues are growing margins or improving.
So we think the -- a lot of good things happening for WD-40 units one of those little companies that is well managed and should do very well over the next few.
Okay WD-40 that year to date it's up 17% you're still saying get into it now there's a case of we're gonna ever gonna give us again -- -- up but -- -- because -- -- -- kind of playing that consumer side.
One of the sectors that we have seen over the last two days is really that has been again consumer staples -- those -- was dividend paying state interest rates sensitive.
Sectors but you're still second with a consent.
Are -- -- you -- so -- dividend -- you really wanna look for giving growers not high dividend stocks because what's happening here is everyone's on one side of the boat.
Just looking for yield you -- -- companies that are really growing okay and as well growing there there dividend.
-- so if you buy a company like Wal-Mart with a 2.5 percent dividend.
And it's growing at 15% clip you better serve than perhaps buying -- high dividend stock that's gonna have more interest rate sensitivity.
If rates start to go higher.
-- government -- I think about aspects well I -- so -- you -- -- we we don't own triumph we do own Wal-Mart and our dividend paying strategy and we like if for some of the reasons that Chad just said great business but we look for strong balance sheets.
Dividend growing strategy sources -- consistency in raising their dividend.
And we look for attractive valuation and so.
You know when we look at the world and going back to your original question we think the food and beverage sectors very well place.
We think the consumer is going to continue to spend money but they're going to spend it in a very discerning fashion.
So we want to stay away from some of the more obvious areas like Wal-Mart.
That sounds -- think that the I think the point guard.
Whenever it is the citizens there showdown health overall.
A real -- guys -- -- as they were only down four points right now on the -- -- but it looks like we're gonna have the worst week ever for the out.
And the -- and me if you think caveat that you get three hours fifty minutes ago and your president.
Some markets should trade off that it is today perhaps he'll look you -- this was a liquidity dry and rally up until the beginning of the year and now you having the air sucked out of -- by courtesy of Federal Reserve.
-- good luck shake hands.
The -- nonsense and -- we'll see you -- in a month.
Then on and on Friday -- -- kicking up our series all right chat again thank you Chad's -- what -- remind you Triumph Group and Wal-Mart.
Oliver is backing Tootsie Roll.
And it is also backing deputy -- we've got big person small.
What do you think of this if -- -- -- already out tweet me with who do you think's gonna come out on top.
Hello thank you -- for joining me for the debut at a showdown I would see boat than a month this has been great of course we're going to be announced that it went.
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