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In this country at the markets have made a pretty penny if -- invested in them so far this year.
Major indices have enjoyed double digit percentage gains but -- fund manager with nearly 2.5 billion in assets under management says you know what it's -- for some traveling.
Hop on the planes in the -- -- the automobiles joining me now David winter is winter grade advisor CEO and winter green fund portfolio manager breaking down the fundamentals.
Of investing overseas and -- all you have to do was look at the -- IV the emerging market index to see how much of those names within that basket have fallen.
To see that well they're certainly not overvalued at this point is that the theory behind you going to other countries not necessarily -- but everywhere else.
You always want to get the best deal you can get us and today the deals are outside of North America.
And so were on a shopping expedition.
Which countries and looking up right now where you say I love this one I love that -- a real opportunity where we think Hong Kong is great.
We think that but there's still places to go why don't -- Hong Kong is a great way into China.
And so you don't think that there's intelligent ways we -- -- -- -- we can give you couple names later but Campbell kept.
The names in a minute but you also -- where some people are running away from Brazil right now because there's violence there as well -- you like that plus Canada.
Still a little bit of the US centric I mean if you look at the names that are in your fund which is performed rather well here for -- Europe double digit percentages as well about twelve point 5% over three years.
Let's look at what you like right now at least when it comes to some of the names that are in their -- -- -- which is a foreign name of course there's also British American Tobacco.
Up Berkshire Hathaway B shares your one big Warren Buffett got value investor Franklin Resources.
-- -- stock of people what what is the threshold for you what it comes to.
Things that matter as you're picking names we call a trifecta.
We want one improving economics and management that's working for all shareholders -- And then an undervalued price so this apiece -- -- -- -- talk to the leaders with a cousin wreck FD land regular.
Regulation fair disclosure expects big difference is that you can learn a lot elect for example I've been watching you on TV for a long time and I know you're one of the best reporters in the world and kicked.
-- -- If you go back.
You know and I know that your consistently good.
And that's a lot of the same with management -- -- -- did they do what they say they're gonna do -- they always perfect.
So we study management we visit the companies we visit the assets but we also pay attention is -- the business is getting better.
Now let's go to -- because as I began by saying there -- some problems with personal certainly there's.
Unrest there but you -- one name in particular which is a mobile payment name.
See yellow and CLO is the dominant credit card and mobile payment company.
It's thirteen times next year's earnings yields 4%.
While the world is going to plastic.
And mobile payments.
Does anybody use cash on their car.
They still do and that's the opportunity as people use less cash to remove the use Morsi elements we think there's a lot of money to be made happy by the stock it's -- -- -- -- -- -- we oftentimes like the local shares of what are green fund.
So you have to go to the divorce -- down there and by the stock or by the font okay let's go to Canada what's your name and can't we'd love -- -- -- -- there's a gas company will guest coming that we think is worth three to four times sort of tricks.
What else is about this -- and their million energy names up there.
It's well run.
There's a -- -- we like an -- -- -- And and we think it's gonna get taken out one of the OK and last name in Asia and we talked about what you like in Macau and Hong Kong Wynn Macau when look at -- super well run -- 5%.
We think is very -- -- not scared about the dividends on some of these names getting hit by higher bond yields and -- but I think look.
People love to gamble in China.
So we think it's a great long term investment David winter is winter -- advisors CEO winter green fund portfolio manager great to see you all -- absolute thank you very much plus.
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