WEBVTT - Keep or Dip: Assessing the Future of Stocks

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<v Speaker 1>Are you ready for this segment? Right, We're gonna talk

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<v Speaker 1>about a couple of stocks, whether we're going to keep

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<v Speaker 1>them or get rid of them. Yeah, and it's let's start.

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<v Speaker 1>Let's start with something that we've spoken about in the

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<v Speaker 1>years past. A company that is in South America. Let's

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<v Speaker 1>start with Maccardo leebray took a me Li. They are

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<v Speaker 1>up nine percent over the past year. If you're not

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<v Speaker 1>familiar with the company, this is pretty much the Amazon

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<v Speaker 1>in South America. Until everybody should I mean, if you're here,

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<v Speaker 1>you obviously you understand what Amazon is. They have this

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<v Speaker 1>similar infrastructure. What's your what's your thoughts on Elly?

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<v Speaker 3>Yeah, I like Maccardo Leebra.

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<v Speaker 4>If I can get it lower than fourteen twenty five,

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<v Speaker 4>I would definitely do it there. I do want to

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<v Speaker 4>see how they adjust to this new market or like

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<v Speaker 4>an actual market that we should be in right now.

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<v Speaker 3>But overall, they topped out at like nineteen five roughly.

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<v Speaker 4>But they're definitely one of my favorite stocks, still still

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<v Speaker 4>on my watch list.

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<v Speaker 3>I don't just like them because they're in the Spanish country.

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<v Speaker 4>Amazing performing company. You'll know say when I see you, boy,

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<v Speaker 4>I like I like you.

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<v Speaker 3>Like a lot.

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<v Speaker 2>Of course. Yeah, and lover us out there.

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<v Speaker 1>My Latin speaking of people. All right, So this is

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<v Speaker 1>a company. I mean you talked about United Airlines. Uh,

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<v Speaker 1>And obviously I know your stance on on companies that

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<v Speaker 1>have motors as part of the foundation of the company.

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<v Speaker 2>So what's your thoughts on Cornivell Cruise Line.

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<v Speaker 1>They've been up forty six percent over the past year,

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<v Speaker 1>but if we scale out the year of the date,

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<v Speaker 1>it's been moving in a downward trajectory and pretty much

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<v Speaker 1>just the pandemic down seventeen percent year to date, So

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<v Speaker 1>what's your thoughts around this space.

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<v Speaker 3>I'm good trade, bad investment.

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<v Speaker 4>So if I can catch it at maybe twelve bucks

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<v Speaker 4>or back to the love of nine bucks or some change,

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<v Speaker 4>I may trade it back up to thirteen or fourteen.

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<v Speaker 4>But like holding the long term, I wouldn't see the

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<v Speaker 4>how was sixty four and twenty twenty and then they

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<v Speaker 4>have a triple top in nineteen ninety five, two thousand

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<v Speaker 4>and three and then twenty twenty. Good trade, I don't

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<v Speaker 4>see it going up. I'd be more than happy to

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<v Speaker 4>say that I'm wrong if they get back up to

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<v Speaker 4>the fifties, but I wouldn't boy this one for a

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<v Speaker 4>long term good trade, though it's a decent trade.

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<v Speaker 1>Here's another one that we don't talk about much and

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<v Speaker 1>pretty much at all, the Hershey Company. So I'm sure

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<v Speaker 1>pretty everybody's pretty much familiar with the Hershey Company, the

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<v Speaker 1>chocolate company with obviously a bunch of chocolates, but also

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<v Speaker 1>the parks as well. That's something that mattered to the revenue.

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<v Speaker 1>They've had a tough year. So what's your thoughts on Hershey?

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<v Speaker 1>I actually like it at h That's why.

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<v Speaker 3>That's why.

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<v Speaker 4>Yeah, if I can get it ideally like I want

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<v Speaker 4>it at one thirty two, but if I can get

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<v Speaker 4>it around one seventy one.

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<v Speaker 3>Sixty five, I would be happy. Good company, good management.

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<v Speaker 4>I wouldn't say that they have a monopoly, but they

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<v Speaker 4>do have a stranglehold in the business. They're in the

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<v Speaker 4>cost of coco as went a lot that's going to

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<v Speaker 4>affect the business.

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<v Speaker 3>But I do like the company.

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<v Speaker 4>They are a well performing stock that most people are

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<v Speaker 4>not talking about. So I do like it for the

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<v Speaker 4>long term, but I have to get at the right price.

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<v Speaker 4>One thirty two is where I would load the boat

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<v Speaker 4>on it if I had to buy it.

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<v Speaker 2>How about General Electric, we're talking about a company.

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<v Speaker 1>If you if you look at that two year I

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<v Speaker 1>mean pretty impressive trading at one fifty three currently.

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<v Speaker 2>What's your thoughts around General Electric with dating, with dumping.

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<v Speaker 3>I may take this on the day.

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<v Speaker 4>I normally, if historically hated GE. But they got the

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<v Speaker 4>financial bbl going.

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<v Speaker 2>Easy, easy easy. I don't want no references to bbls

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<v Speaker 2>right now.

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<v Speaker 4>Oh no, no, shout to the boy. They got the

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<v Speaker 4>financial Mimi makeover. I think a seventy one, so they're

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<v Speaker 4>doing pretty good over the last year.

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<v Speaker 3>The price of the stock is increased seventy five bucks. Amazing.

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<v Speaker 3>Leadership is doing a lot better.

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<v Speaker 4>I don't like that they have these boom and bus

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<v Speaker 4>cycles though, so like in ninety six it was at

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<v Speaker 4>two forty eight and then ninety nine at one eighty three.

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<v Speaker 4>The top in two thousand and nine was one twenty.

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<v Speaker 4>So they're getting back to where they were at the

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<v Speaker 4>recession level. Management changes has been good if you shout

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<v Speaker 4>out to any of you that got into it, like

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<v Speaker 4>around fifty or thirty eight and some change. But yeah,

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<v Speaker 4>I would put it if it came back down to

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<v Speaker 4>seventy one or seventy five, I would definitely take it

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<v Speaker 4>on a date and set it for a swing trade.

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<v Speaker 3>Not marrying it, but I would swing traded.

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<v Speaker 2>It definitely has a booming bus cycle.

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<v Speaker 1>If you look at if somebody is just looking at

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<v Speaker 1>it from a two year, you're thinking, all, this track

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<v Speaker 1>looks great. Pull it back out to a three year,

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<v Speaker 1>all look at that. At five you start to see

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<v Speaker 1>some of these booms and these busts, and you pull

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<v Speaker 1>it out about a ten year spent a ten year? Yeah,

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<v Speaker 1>you you really out?

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<v Speaker 2>It looks like a roller coaster at six flags. Yeah,

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<v Speaker 2>let's talk about ups.

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<v Speaker 3>No, shorty, what you got in your mind? Come on?

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<v Speaker 3>Is that time of the show?

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<v Speaker 2>We got ups? What we think United Parcel Service?

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<v Speaker 4>Maybe if I was an employee of the company, Yes,

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<v Speaker 4>not a bad stock.

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<v Speaker 3>It had a great run.

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<v Speaker 4>If I can catch it at one eight or one ten,

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<v Speaker 4>I would like it a lot. Earning should be fine. Yeah,

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<v Speaker 4>I would take it on a date, but I would

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<v Speaker 4>need to at a specific price, so like one twenty

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<v Speaker 4>three something like that. I'll take it on anywhere other

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<v Speaker 4>than that, No, I wouldn't touch it.

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<v Speaker 2>This is a speed day, right.

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<v Speaker 1>We talked about the how Amazon has comeing in and

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<v Speaker 1>broke up some of this infrastructure from the UPS and

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<v Speaker 1>factually become the number one provider in that space. And

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<v Speaker 1>so I don't know how you reverse engineer that. I

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<v Speaker 1>don't know how you come back into that space and say,

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<v Speaker 1>all right, well here's our plans.

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<v Speaker 2>Now take them over.

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<v Speaker 1>Just because of the infrastructure that they have already in place,

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<v Speaker 1>and the market cap that they have, the expensuses that

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<v Speaker 1>they have, and the pre cashule that they have, it's

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<v Speaker 1>going to be an uphill battle.

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<v Speaker 4>Going forward for the UN And also, if we want

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<v Speaker 4>to look internationally, Amazon launched bizarre in India for their

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<v Speaker 4>middle class growing market as well, So they're starting to

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<v Speaker 4>get their stranglehold over in India as well. Yeah, UPS

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<v Speaker 4>is on a tough road ahead fighting against Amazon.

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<v Speaker 2>Short term, short term there, All right.

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<v Speaker 1>Let's do last one. Take a TKR, the Timpkin Company.

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<v Speaker 1>They are a global manufacturer of bearings and power transmission products.

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<v Speaker 2>What's your thoughts around this company? They don't what we're doing.

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<v Speaker 4>Just like when you go to like, I don't know,

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<v Speaker 4>Boston or something, you see something real chief that you

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<v Speaker 4>thoughts you wouldn't see this. This stock has performed pretty well.

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<v Speaker 4>It's close to us all time high over the last

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<v Speaker 4>five years. The prices appreciated about thirty seven bucks. I

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<v Speaker 4>like it if I can get it at seventy two,

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<v Speaker 4>love it at fifty. So if I can get it

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<v Speaker 4>at any one of those prices, I would definitely.

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<v Speaker 3>Date it there. That's like if you come across something

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<v Speaker 3>in Roxbury you like cool.

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<v Speaker 4>I never even had no baddies in Rocksbury where you

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<v Speaker 4>come from.

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<v Speaker 3>So yeah, at the right price point, I would definite

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<v Speaker 3>taken on a date.

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<v Speaker 5>An illegal alien from Guatemala charged with raping a child

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