1 00:00:01,360 --> 00:00:03,640 Speaker 1: This episode is brought to you by P and C Bank. 2 00:00:04,000 --> 00:00:06,760 Speaker 1: A lot of people think podcasts about work are boring, 3 00:00:07,000 --> 00:00:10,840 Speaker 1: and sure they definitely can be, but understanding a professionals 4 00:00:10,920 --> 00:00:14,160 Speaker 1: routine shows us how they achieve their success little by little, 5 00:00:14,560 --> 00:00:18,200 Speaker 1: day after day. It's like banking with P and C Bank. 6 00:00:18,680 --> 00:00:21,480 Speaker 1: It might seem boring to safe plan and make calculated 7 00:00:21,480 --> 00:00:24,599 Speaker 1: decisions with your bank, but keeping your money boring is 8 00:00:24,640 --> 00:00:27,960 Speaker 1: what helps you live or more happily fulfilled life. P 9 00:00:28,080 --> 00:00:32,879 Speaker 1: and C Bank Brilliantly Boring since eighteen sixty five. Brilliantly 10 00:00:32,960 --> 00:00:35,600 Speaker 1: Boring since eighteen sixty five is a service mark of 11 00:00:35,600 --> 00:00:38,840 Speaker 1: the PNC Financial Service Group, Inc. P and C Bank 12 00:00:39,280 --> 00:00:42,000 Speaker 1: National Association Member FDIC. 13 00:00:44,600 --> 00:00:45,279 Speaker 2: Erness What's Up? 14 00:00:45,360 --> 00:00:47,839 Speaker 1: You ever walk into a small business and everything just 15 00:00:47,960 --> 00:00:51,159 Speaker 1: works like the checkout is fast, the receipts are digital, 16 00:00:51,680 --> 00:00:54,640 Speaker 1: tipping is a breeze, and you're out the door before 17 00:00:54,680 --> 00:00:58,840 Speaker 1: the line even builds. Odds are they're using Square? We 18 00:00:58,960 --> 00:01:01,320 Speaker 1: love supporting business is that run on Square because it 19 00:01:01,440 --> 00:01:04,399 Speaker 1: just feels seamless. Whether it's a local coffee shop, a 20 00:01:04,480 --> 00:01:06,920 Speaker 1: vendor at a pop up market, or even one of 21 00:01:06,920 --> 00:01:10,039 Speaker 1: our merch partners. Square makes it easy for them to 22 00:01:10,120 --> 00:01:13,920 Speaker 1: take payments, manage inventory, and run their business with confidence, 23 00:01:14,280 --> 00:01:17,600 Speaker 1: all from one simple system. If you're a business owner 24 00:01:17,800 --> 00:01:21,200 Speaker 1: or even just thinking about launching something soon, Square is 25 00:01:21,280 --> 00:01:23,319 Speaker 1: hands down one of the best tools out there to 26 00:01:23,400 --> 00:01:27,440 Speaker 1: help you start, run and grow. It's not just about payments, 27 00:01:27,720 --> 00:01:30,360 Speaker 1: it's about giving you time back so you can focus 28 00:01:30,400 --> 00:01:33,119 Speaker 1: on what matters most Ready. To see how Square can 29 00:01:33,160 --> 00:01:37,919 Speaker 1: transform your business, visit Square dot com backslash go backslash 30 00:01:38,040 --> 00:01:42,200 Speaker 1: eyl to learn more that Square dot com backslash, go 31 00:01:42,640 --> 00:01:46,840 Speaker 1: backslash eyl. Don't wait, don't hesitate. Let's Square handle the 32 00:01:46,880 --> 00:01:49,400 Speaker 1: back end so you can keep pushing your vision forward. 33 00:01:51,680 --> 00:01:53,440 Speaker 1: Are you ready for this segment? Right, We're gonna talk 34 00:01:53,440 --> 00:01:54,960 Speaker 1: about a couple of stocks, whether we're going to keep 35 00:01:55,000 --> 00:01:58,600 Speaker 1: them or get rid of them. Yeah, and it's let's start. 36 00:01:58,800 --> 00:02:02,280 Speaker 1: Let's start with something that we've spoken about in the 37 00:02:02,360 --> 00:02:06,360 Speaker 1: years past. A company that is in South America. Let's 38 00:02:06,360 --> 00:02:11,639 Speaker 1: start with Maccardo leebray took a me Li. They are 39 00:02:11,800 --> 00:02:15,000 Speaker 1: up nine percent over the past year. If you're not 40 00:02:15,040 --> 00:02:17,880 Speaker 1: familiar with the company, this is pretty much the Amazon 41 00:02:17,919 --> 00:02:21,480 Speaker 1: in South America. Until everybody should I mean, if you're here, 42 00:02:21,520 --> 00:02:23,799 Speaker 1: you obviously you understand what Amazon is. They have this 43 00:02:23,960 --> 00:02:26,640 Speaker 1: similar infrastructure. What's your what's your thoughts on Elly? 44 00:02:27,160 --> 00:02:28,680 Speaker 3: Yeah, I like Maccardo Leebra. 45 00:02:29,160 --> 00:02:32,440 Speaker 4: If I can get it lower than fourteen twenty five, 46 00:02:33,160 --> 00:02:34,880 Speaker 4: I would definitely do it there. I do want to 47 00:02:34,919 --> 00:02:38,440 Speaker 4: see how they adjust to this new market or like 48 00:02:38,480 --> 00:02:40,960 Speaker 4: an actual market that we should be in right now. 49 00:02:41,320 --> 00:02:45,560 Speaker 3: But overall, they topped out at like nineteen five roughly. 50 00:02:46,680 --> 00:02:48,959 Speaker 4: But they're definitely one of my favorite stocks, still still 51 00:02:48,960 --> 00:02:50,160 Speaker 4: on my watch list. 52 00:02:50,720 --> 00:02:52,800 Speaker 3: I don't just like them because they're in the Spanish country. 53 00:02:53,680 --> 00:03:00,800 Speaker 4: Amazing performing company. You'll know say when I see you, boy, 54 00:03:01,680 --> 00:03:03,560 Speaker 4: I like I like you. 55 00:03:04,880 --> 00:03:06,320 Speaker 3: Like a lot. 56 00:03:09,120 --> 00:03:12,639 Speaker 2: Of course. Yeah, and lover us out there. 57 00:03:13,440 --> 00:03:16,360 Speaker 1: My Latin speaking of people. All right, So this is 58 00:03:16,360 --> 00:03:19,960 Speaker 1: a company. I mean you talked about United Airlines. Uh, 59 00:03:20,000 --> 00:03:23,720 Speaker 1: And obviously I know your stance on on companies that 60 00:03:24,080 --> 00:03:27,200 Speaker 1: have motors as part of the foundation of the company. 61 00:03:27,520 --> 00:03:30,800 Speaker 2: So what's your thoughts on Cornivell Cruise Line. 62 00:03:32,040 --> 00:03:35,280 Speaker 1: They've been up forty six percent over the past year, 63 00:03:35,600 --> 00:03:37,520 Speaker 1: but if we scale out the year of the date, 64 00:03:37,920 --> 00:03:41,360 Speaker 1: it's been moving in a downward trajectory and pretty much 65 00:03:41,400 --> 00:03:43,960 Speaker 1: just the pandemic down seventeen percent year to date, So 66 00:03:44,080 --> 00:03:46,000 Speaker 1: what's your thoughts around this space. 67 00:03:47,040 --> 00:03:48,360 Speaker 3: I'm good trade, bad investment. 68 00:03:48,560 --> 00:03:50,640 Speaker 4: So if I can catch it at maybe twelve bucks 69 00:03:50,760 --> 00:03:53,520 Speaker 4: or back to the love of nine bucks or some change, 70 00:03:53,880 --> 00:03:55,640 Speaker 4: I may trade it back up to thirteen or fourteen. 71 00:03:55,680 --> 00:03:59,760 Speaker 4: But like holding the long term, I wouldn't see the 72 00:03:59,800 --> 00:04:03,960 Speaker 4: how was sixty four and twenty twenty and then they 73 00:04:03,960 --> 00:04:06,320 Speaker 4: have a triple top in nineteen ninety five, two thousand 74 00:04:06,360 --> 00:04:09,880 Speaker 4: and three and then twenty twenty. Good trade, I don't 75 00:04:09,880 --> 00:04:12,240 Speaker 4: see it going up. I'd be more than happy to 76 00:04:12,240 --> 00:04:13,640 Speaker 4: say that I'm wrong if they get back up to 77 00:04:13,640 --> 00:04:16,400 Speaker 4: the fifties, but I wouldn't boy this one for a 78 00:04:16,400 --> 00:04:19,719 Speaker 4: long term good trade, though it's a decent trade. 79 00:04:20,080 --> 00:04:23,240 Speaker 1: Here's another one that we don't talk about much and 80 00:04:23,279 --> 00:04:26,880 Speaker 1: pretty much at all, the Hershey Company. So I'm sure 81 00:04:26,960 --> 00:04:30,520 Speaker 1: pretty everybody's pretty much familiar with the Hershey Company, the 82 00:04:30,600 --> 00:04:34,360 Speaker 1: chocolate company with obviously a bunch of chocolates, but also 83 00:04:34,440 --> 00:04:36,880 Speaker 1: the parks as well. That's something that mattered to the revenue. 84 00:04:37,320 --> 00:04:40,320 Speaker 1: They've had a tough year. So what's your thoughts on Hershey? 85 00:04:40,839 --> 00:04:43,240 Speaker 1: I actually like it at h That's why. 86 00:04:43,320 --> 00:04:43,719 Speaker 3: That's why. 87 00:04:43,800 --> 00:04:45,839 Speaker 4: Yeah, if I can get it ideally like I want 88 00:04:45,839 --> 00:04:47,520 Speaker 4: it at one thirty two, but if I can get 89 00:04:47,520 --> 00:04:49,680 Speaker 4: it around one seventy one. 90 00:04:49,760 --> 00:04:52,680 Speaker 3: Sixty five, I would be happy. Good company, good management. 91 00:04:53,880 --> 00:04:55,560 Speaker 4: I wouldn't say that they have a monopoly, but they 92 00:04:55,600 --> 00:04:57,760 Speaker 4: do have a stranglehold in the business. They're in the 93 00:04:57,839 --> 00:05:00,400 Speaker 4: cost of coco as went a lot that's going to 94 00:05:00,440 --> 00:05:02,440 Speaker 4: affect the business. 95 00:05:02,839 --> 00:05:03,880 Speaker 3: But I do like the company. 96 00:05:03,960 --> 00:05:06,080 Speaker 4: They are a well performing stock that most people are 97 00:05:06,080 --> 00:05:08,400 Speaker 4: not talking about. So I do like it for the 98 00:05:08,440 --> 00:05:10,200 Speaker 4: long term, but I have to get at the right price. 99 00:05:10,279 --> 00:05:12,120 Speaker 4: One thirty two is where I would load the boat 100 00:05:12,560 --> 00:05:13,800 Speaker 4: on it if I had to buy it. 101 00:05:15,000 --> 00:05:17,400 Speaker 2: How about General Electric, we're talking about a company. 102 00:05:17,440 --> 00:05:19,000 Speaker 1: If you if you look at that two year I 103 00:05:19,000 --> 00:05:22,599 Speaker 1: mean pretty impressive trading at one fifty three currently. 104 00:05:22,880 --> 00:05:25,000 Speaker 2: What's your thoughts around General Electric with dating, with dumping. 105 00:05:26,200 --> 00:05:27,320 Speaker 3: I may take this on the day. 106 00:05:27,560 --> 00:05:30,240 Speaker 4: I normally, if historically hated GE. But they got the 107 00:05:30,279 --> 00:05:31,839 Speaker 4: financial bbl going. 108 00:05:33,440 --> 00:05:36,680 Speaker 2: Easy, easy easy. I don't want no references to bbls 109 00:05:36,760 --> 00:05:37,040 Speaker 2: right now. 110 00:05:37,040 --> 00:05:41,320 Speaker 4: Oh no, no, shout to the boy. They got the 111 00:05:41,360 --> 00:05:44,920 Speaker 4: financial Mimi makeover. I think a seventy one, so they're 112 00:05:44,960 --> 00:05:46,440 Speaker 4: doing pretty good over the last year. 113 00:05:47,160 --> 00:05:50,640 Speaker 3: The price of the stock is increased seventy five bucks. Amazing. 114 00:05:52,040 --> 00:05:53,520 Speaker 3: Leadership is doing a lot better. 115 00:05:53,839 --> 00:05:55,880 Speaker 4: I don't like that they have these boom and bus 116 00:05:55,880 --> 00:05:58,840 Speaker 4: cycles though, so like in ninety six it was at 117 00:05:58,839 --> 00:06:02,600 Speaker 4: two forty eight and then ninety nine at one eighty three. 118 00:06:03,200 --> 00:06:04,960 Speaker 4: The top in two thousand and nine was one twenty. 119 00:06:05,040 --> 00:06:07,680 Speaker 4: So they're getting back to where they were at the 120 00:06:07,760 --> 00:06:11,440 Speaker 4: recession level. Management changes has been good if you shout 121 00:06:11,440 --> 00:06:12,839 Speaker 4: out to any of you that got into it, like 122 00:06:12,880 --> 00:06:19,000 Speaker 4: around fifty or thirty eight and some change. But yeah, 123 00:06:19,000 --> 00:06:20,560 Speaker 4: I would put it if it came back down to 124 00:06:20,600 --> 00:06:22,880 Speaker 4: seventy one or seventy five, I would definitely take it 125 00:06:22,880 --> 00:06:24,600 Speaker 4: on a date and set it for a swing trade. 126 00:06:24,680 --> 00:06:27,359 Speaker 3: Not marrying it, but I would swing traded. 127 00:06:27,720 --> 00:06:29,400 Speaker 2: It definitely has a booming bus cycle. 128 00:06:29,600 --> 00:06:31,640 Speaker 1: If you look at if somebody is just looking at 129 00:06:31,680 --> 00:06:33,320 Speaker 1: it from a two year, you're thinking, all, this track 130 00:06:33,400 --> 00:06:35,520 Speaker 1: looks great. Pull it back out to a three year, 131 00:06:35,560 --> 00:06:38,720 Speaker 1: all look at that. At five you start to see 132 00:06:38,760 --> 00:06:40,280 Speaker 1: some of these booms and these busts, and you pull 133 00:06:40,320 --> 00:06:42,440 Speaker 1: it out about a ten year spent a ten year? Yeah, 134 00:06:42,440 --> 00:06:43,280 Speaker 1: you you really out? 135 00:06:43,480 --> 00:06:46,520 Speaker 2: It looks like a roller coaster at six flags. Yeah, 136 00:06:46,800 --> 00:06:48,080 Speaker 2: let's talk about ups. 137 00:06:47,760 --> 00:06:49,440 Speaker 3: No, shorty, what you got in your mind? Come on? 138 00:06:49,760 --> 00:06:50,640 Speaker 3: Is that time of the show? 139 00:06:54,040 --> 00:06:57,839 Speaker 2: We got ups? What we think United Parcel Service? 140 00:07:00,880 --> 00:07:04,480 Speaker 4: Maybe if I was an employee of the company, Yes, 141 00:07:06,080 --> 00:07:07,080 Speaker 4: not a bad stock. 142 00:07:07,200 --> 00:07:08,080 Speaker 3: It had a great run. 143 00:07:08,120 --> 00:07:10,240 Speaker 4: If I can catch it at one eight or one ten, 144 00:07:10,400 --> 00:07:17,200 Speaker 4: I would like it a lot. Earning should be fine. Yeah, 145 00:07:17,200 --> 00:07:18,520 Speaker 4: I would take it on a date, but I would 146 00:07:18,560 --> 00:07:21,520 Speaker 4: need to at a specific price, so like one twenty 147 00:07:21,600 --> 00:07:23,840 Speaker 4: three something like that. I'll take it on anywhere other 148 00:07:23,880 --> 00:07:25,120 Speaker 4: than that, No, I wouldn't touch it. 149 00:07:25,520 --> 00:07:26,600 Speaker 2: This is a speed day, right. 150 00:07:26,600 --> 00:07:29,840 Speaker 1: We talked about the how Amazon has comeing in and 151 00:07:29,880 --> 00:07:32,200 Speaker 1: broke up some of this infrastructure from the UPS and 152 00:07:32,400 --> 00:07:36,880 Speaker 1: factually become the number one provider in that space. And 153 00:07:36,920 --> 00:07:39,440 Speaker 1: so I don't know how you reverse engineer that. I 154 00:07:39,480 --> 00:07:41,280 Speaker 1: don't know how you come back into that space and say, 155 00:07:41,320 --> 00:07:42,720 Speaker 1: all right, well here's our plans. 156 00:07:42,880 --> 00:07:43,600 Speaker 2: Now take them over. 157 00:07:43,720 --> 00:07:46,160 Speaker 1: Just because of the infrastructure that they have already in place, 158 00:07:46,320 --> 00:07:48,920 Speaker 1: and the market cap that they have, the expensuses that 159 00:07:48,960 --> 00:07:52,360 Speaker 1: they have, and the pre cashule that they have, it's 160 00:07:52,400 --> 00:07:53,760 Speaker 1: going to be an uphill battle. 161 00:07:53,440 --> 00:07:55,520 Speaker 4: Going forward for the UN And also, if we want 162 00:07:55,520 --> 00:07:59,920 Speaker 4: to look internationally, Amazon launched bizarre in India for their 163 00:08:00,120 --> 00:08:03,800 Speaker 4: middle class growing market as well, So they're starting to 164 00:08:03,840 --> 00:08:06,920 Speaker 4: get their stranglehold over in India as well. Yeah, UPS 165 00:08:07,240 --> 00:08:11,200 Speaker 4: is on a tough road ahead fighting against Amazon. 166 00:08:12,520 --> 00:08:14,560 Speaker 2: Short term, short term there, All right. 167 00:08:14,680 --> 00:08:18,360 Speaker 1: Let's do last one. Take a TKR, the Timpkin Company. 168 00:08:19,000 --> 00:08:23,360 Speaker 1: They are a global manufacturer of bearings and power transmission products. 169 00:08:23,640 --> 00:08:26,440 Speaker 2: What's your thoughts around this company? They don't what we're doing. 170 00:08:26,800 --> 00:08:29,960 Speaker 4: Just like when you go to like, I don't know, 171 00:08:30,080 --> 00:08:32,079 Speaker 4: Boston or something, you see something real chief that you 172 00:08:32,120 --> 00:08:35,000 Speaker 4: thoughts you wouldn't see this. This stock has performed pretty well. 173 00:08:35,760 --> 00:08:37,640 Speaker 4: It's close to us all time high over the last 174 00:08:37,679 --> 00:08:41,800 Speaker 4: five years. The prices appreciated about thirty seven bucks. I 175 00:08:41,960 --> 00:08:43,439 Speaker 4: like it if I can get it at seventy two, 176 00:08:43,840 --> 00:08:46,000 Speaker 4: love it at fifty. So if I can get it 177 00:08:46,040 --> 00:08:48,400 Speaker 4: at any one of those prices, I would definitely. 178 00:08:49,960 --> 00:08:51,920 Speaker 3: Date it there. That's like if you come across something 179 00:08:51,920 --> 00:08:53,160 Speaker 3: in Roxbury you like cool. 180 00:08:53,720 --> 00:08:56,000 Speaker 4: I never even had no baddies in Rocksbury where you 181 00:08:56,040 --> 00:08:58,000 Speaker 4: come from. 182 00:08:58,040 --> 00:09:00,000 Speaker 3: So yeah, at the right price point, I would definite 183 00:09:00,120 --> 00:09:00,760 Speaker 3: taken on a date. 184 00:09:01,080 --> 00:09:04,680 Speaker 5: An illegal alien from Guatemala charged with raping a child 185 00:09:04,760 --> 00:09:08,559 Speaker 5: in Massachusetts. 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