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Yeah the -- get ready.
-- this showdown.
Every Friday were back in or heading to stock pickers against each other with two plays each were -- -- -- them for a month.
Bring them back to see whose picks perform best are telling us today Jim -- -- new -- capital.
-- taken on -- rob Morgan from welcome securities and your reputations aren't the only thing on the -- this -- gentlemen we have got food involved now to rob.
Two cheese steaks up against -- counter offer a New York -- -- let's get the show on the road are prop.
First up to you let's go with your first stock that it it is Microsoft's.
Yeah I am I gonna -- of Microsoft for quite some time sheriff because the the PC is dying but I think they get that now I think they're changing their strategy they just released Microsoft are skipping windows eight point one.
This week that's gonna give -- momentum in the mobile market they also just struck a deal with -- -- that's gonna give him some momentum in the cloud market.
And I think that I think they they get it now I'm and I'm very excited about Microsoft over the next month.
All right you're excited about Microsoft you -- it for a month that we're gonna go from technology to travel jam.
-- -- -- You have for the summertime showed I don't wanna pick something that's cool so what's cooler than -- -- -- dot com and -- yourself a summer getaway.
-- we like the tail winds died in the online travel space the outlook for the travel industry is up consumer confidence is up kind of help feed that.
We -- the the moved from the traditional bookings to online bookings right now the US market 50% of all transactions are done online we think Europe and Asia -- growth.
We think they got a great brand they -- the fourth biggest player to do well in this patient -- size and scale.
We think they have great consumer loyalty they're gonna benefit greatly from their shift away from what they just US online air booking into.
Into Europe in case we like their growth story as a as they move away -- -- revenue streams into hotels specifically.
Travelocity step aside on that went OK let's move on to the next -- rob from you.
-- let's talk about Dover tell -- about over rob.
Yeah old most Americans would -- -- -- -- elevator company but it is a terrific -- global infrastructure play they've had great internal growth but also the but I had great -- through the years they've had 200 acquisition since 1955.
And and essential late.
From from a dividend standpoint they've -- -- dividend for 57 consecutive years only twenty big cap stocks can say that.
He can fake earnings -- you can't -- dividend so -- I liked over.
All right the charts that tell us the story over the next -- month that's for sure right gen next to you.
Berry plastics -- -- cap on me today with us.
Little small when we'll look at this the picked -- and urban -- -- Philly cheese steaks hockey -- company.
Hasn't get issues -- they are deleveraging they've brought down the debt I think traditionally been a private company they went public in 2012.
We details took advantage of the low interest rate environment to be financial over a billion dollars of debt extend -- maturities so they're getting a house -- -- on the balance sheet but we really like about it is this is a very innovative company.
And while plastic cups may not sound all that exciting.
They are going to be coming out with new products that keep our drinks cooler in the summer and a warmer in the winner and with clients like McDonald's and Procter & Gamble and -- we think it's what they're doing on the innovation side is gonna carry these guys.
I got ten seconds for trash talking real quick jet he's taken Microsoft what -- you -- On Microsoft mean I don't want my my office is using it right now but -- You -- to you what you went small there rob you went with a small company that very few people heard I respect that greatly -- yet second thought our -- give it to me.
Did you have might well did a job I'm gonna look forward to drinking out of Berry plastics cops when you're buying meat at New York -- -- -- I -- I -- I -- look forward -- that.
There is third on the table and probably some beverages as well already get -- what rob is picking Microsoft in Dover.
-- Jim is backing or bits and Bay Area to all of you at home right now tweet me with who you think is gonna come out on top alternate thank you both for joining us in this week's showdown we're gonna see you -- -- month.
We're gonna be crime and the winner someone's gonna be eating in a T six if it's -- gonna figure that out about point yeah.
-- -- -- -- On think about it as things got a close second on the.
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