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So what will all that bad minutes incorporate results mean for stocks moving forward joining us now -- -- fort Pitt capital senior equity analyst.
He can't answer your hand you digested like all of us anything new and interesting jump out -- -- -- Know that I had a dual mandate of the fact that you know it stands.
Employment very very important to them as did you know they touched on a little bit of inflation.
I still look at inflation and I worry that we have different place and and that -- keep them buying bonds for the foreseeable future but we'll.
Think I just kind of -- -- before we get to earnings in your picks we basically have sub par economic growth slowing corporate profits right -- and -- Still some uncertainty really know what's coming we don't know when so what does that mean going forward for our -- -- America.
Well I mean fit economically speaking the US -- the -- -- kind of a shabby neighborhood but that means that our companies are still growing.
I don't really looking forward to being able and that goes -- -- earnings season and here my companies say we're gonna grow our top line in future bit.
I haven't seen that so.
And that's what I'm really looking for in this earnings defense but that being said we're still the best place to invest right now if you look around the world.
And speaking in the world though a lot of multinationals are gonna be probably talking issues they've had with China right.
We're gonna probably hear that -- -- -- guidance and and there and calls and things like that.
How how much further along anything that's gonna play into the corporate psyche.
I think it's going to be a good year maybe how big government.
Really has cap down on the expansion of a lot of its -- And I think technology is really feeling that as well as maybe some of our industrial.
So I mean I'd be very cards just different company has.
A lot of dependence on China at this point because I don't know that you were gonna see a whole lot of growth out of that area.
Yeah and you know what from what we've heard tech is one of the areas where we're going to be some I suppose disappointed -- yet.
Tech -- new list of picks an Intel being one of them how come.
Right welfare and health special situation of it found it tech in general is on -- list because I thought a lot.
We're long term investors we're value investors that we like to buy low and sell high -- -- that sounds trite saying but it's hard to video.
So you look for things that are out it -- so if a lot of companies are.
Having some issues that you think you -- be repaired in the next three to five years you should look at that area for some great companies to pick -- so that's what we're doing.
And that's -- job handling it and how specifically.
And you but that's -- -- with IBM might mean India IBM -- that's right China but you're -- and -- overcome long term that's.
-- -- -- Absolutely you know we're looking at IBM we're gonna think what they report this quarter and we're really looking forward to what they're gonna say about the future.
And especially the future and -- -- emerging market so that's really interesting path.
And based on that we might add some shares.
What -- you know we'll see what the future brings I don't know but back to -- how we're very optimistic that their mobile I'm strategy is actually going to be able to get some traction.
In the next eighteen months and we're gonna be able to see.
Phones and tablets within talent side.
Could step -- far.
She also likes joy and I know commodities are tough place to be for value investor right.
They really are and I don't know really how to value them -- that they look intriguing they look loud don't say yeah.
As some days I don't I don't know I still think all through the doors that -- Kim Clarke poundstone might get.
-- yeah the -- to keep the --
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