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All continually back on the markets chief investment officer.
-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- There -- some of its -- you see how.
-- sit and -- used -- call play by play for hockey games in the NHL right behind a single game.
You get a new a couple of guys from Russia and -- have fourteen Constance and and and yet no idea how to pronounce that he got it right well.
Right the first time the commercial -- -- it right with the market here you've got a few stocks that you really like right now but -- gets those assisting you real quick general.
-- heartbeat of the market what you see right now.
Well what I -- use that -- in a sustained recovery at the moment however it's not.
Nearly as -- Boston in my opinion.
Other other economists may believe I think GDP will grow at.
Read a -- real GDP of three to 4% this year.
We still have heavy unemployment if you look at Colin trade for unemployment the kids who -- -- to flash here.
It's as high as 35%.
Which very few were talking about now on the positive side though.
If we take a look at all of the money that's been dropped from me.
What I'll -- the metaphorical helicopter -- of them a lot of it though is still hung up in the trees.
-- velocity of money.
Has not reach the main street amounts -- real problem is still hung -- in the bureaucracy.
And that has yet to an improving economy so that we have a multiplier -- here.
But Walter you know you mentioned that the do you believe that the U recoveries not as robust as some economists.
Are saying right now.
But yet we've got to -- market were staring up at 111000 in the Dow.
-- you might not necessarily be with the economists are saying but the stock market is telling us hey there's big growth out there.
Absolutely and if you take a look at how the stock market is -- that we could go back historically and look at what happens after.
Crash during the Great Depression it recovered over 80%.
At that time.
And we may -- we may be -- some of that moment from now I mean I'm not fighting the tape I don't think anyone should fight the -- yeah matter of fact there are some.
Very very good opportunities out there in many areas ranging for what him.
The commodities sector -- now which was a bit -- Through the early part of this year -- but you have technology stocks.
There are always areas -- pockets where you can benefit with respect to the stock market.
Additionally what's driving this market is the fact that.
All of the stimulus only about a third to 40% of it -- actually do you believe it.
A bit of -- but that -- yes Floyd.
I do believe that yes there's more to come and -- -- there'll be another stimulus before this mid term.
-- election I really do believe battle -- in the area that I worry about.
The not treasury market we've been working actually in the morning your area and done very well by -- in short there if you look at the ten year.
It's hit 4% yesterday or 395.
Back in December of oh wait it was at 242.
And record lows.
-- -- -- -- -- so where we are today.
What are some good -- can you give us some names some good stocks look at Oakland.
The factors in the medical instrumentation.
Were very very bullish form Varian medical -- There is a company where troops -- be largest.
Radiation oncology company.
In the world these stories and if you take a look past.
Much of it is.
Deploy it all over the world her earnings are growing at over 20% -- -- over a 100000.
Are treated on their instrumentation.
Additionally the -- -- gold standard what all -- proton beam therapy decisions.
And you own the stock crap we own the stock tips and then run last -- -- know we went on and on time.
Vistaprint what does this VP RT.
You know this is of interest and company located in Bermuda.
It's an e-commerce site company and you -- think very.
You know what's the big deal because -- are.
Electronic sites that allow you to produce brochures.
Business cards calendars you name written well -- over a 120 com.
Very hop over 600 million dollars a year in revenue their earnings are growing.
At over 40%.
At the same time they're replacing the print shops that are replacing in house printing.
And on a daily basis they receive something like 59000.
Orders today and it's growing.
And all over it already million customers a 120 different countries that surprise you -- that -- like discovery communications.
Everybody likes it seems like a medical supply company and everybody likes cable television right now as well not the network television the cable television well.
Discovery -- -- for -- because they count themselves as -- world's number one nonfiction media company.
And when you take a look at at the very the Discovery Channel the Learning Channel all the military trial Animal Planet so long.
Their earnings have been growing dramatically.
And half of their earnings come from affiliate fees.
From the Time -- some rather than others -- -- one point seven billion author of three and a half billion in earnings.
There are expanding in scoops -- Latin America Brazil and Mexico.
And something that is very uninteresting to me.
They are now about too long should -- -- true believe it or not with Oprah Winfrey yeah.
And this company just continues to show remarkable growth.
And remarkable evolution in terms of its electronic media products -- so long.
So discovery communications.
Vista friends and Varian medical assistance welcome -- to -- Likewise -- the mind -- you know -- you were practicing that I.
Thank you -- author.
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