Speaker 1: This episode is brought to you by P and C Bank.
Speaker 1: A lot of people think podcasts about work are boring,
Speaker 1: and sure they definitely can be, but understanding a professionals
Speaker 1: routine shows us how they achieve their success little by little,
Speaker 1: day after day. It's like banking with P and C Bank.
Speaker 1: It might seem boring to safe plan and make calculated
Speaker 1: decisions with your bank, but keeping your money boring is
Speaker 1: what helps you live or more happily fulfilled life. P
Speaker 1: and C Bank Brilliantly Boring since eighteen sixty five. Brilliantly
Speaker 1: Boring since eighteen sixty five is a service mark of
Speaker 1: the PNC Financial Service Group, Inc. P and C Bank
Speaker 1: National Association Member FDIC.
Speaker 2: Erness What's Up?
Speaker 1: You ever walk into a small business and everything just
Speaker 1: works like the checkout is fast, the receipts are digital,
Speaker 1: tipping is a breeze, and you're out the door before
Speaker 1: the line even builds. Odds are they're using Square? We
Speaker 1: love supporting business is that run on Square because it
Speaker 1: just feels seamless. Whether it's a local coffee shop, a
Speaker 1: vendor at a pop up market, or even one of
Speaker 1: our merch partners. Square makes it easy for them to
Speaker 1: take payments, manage inventory, and run their business with confidence,
Speaker 1: all from one simple system. If you're a business owner
Speaker 1: or even just thinking about launching something soon, Square is
Speaker 1: hands down one of the best tools out there to
Speaker 1: help you start, run and grow. It's not just about payments,
Speaker 1: it's about giving you time back so you can focus
Speaker 1: on what matters most Ready. To see how Square can
Speaker 1: transform your business, visit Square dot com backslash go backslash
Speaker 1: eyl to learn more that Square dot com backslash, go
Speaker 1: backslash eyl. Don't wait, don't hesitate. Let's Square handle the
Speaker 1: back end so you can keep pushing your vision forward.
Speaker 1: Are you ready for this segment? Right, We're gonna talk
Speaker 1: about a couple of stocks, whether we're going to keep
Speaker 1: them or get rid of them. Yeah, and it's let's start.
Speaker 1: Let's start with something that we've spoken about in the
Speaker 1: years past. A company that is in South America. Let's
Speaker 1: start with Maccardo leebray took a me Li. They are
Speaker 1: up nine percent over the past year. If you're not
Speaker 1: familiar with the company, this is pretty much the Amazon
Speaker 1: in South America. Until everybody should I mean, if you're here,
Speaker 1: you obviously you understand what Amazon is. They have this
Speaker 1: similar infrastructure. What's your what's your thoughts on Elly?
Speaker 3: Yeah, I like Maccardo Leebra.
Speaker 4: If I can get it lower than fourteen twenty five,
Speaker 4: I would definitely do it there. I do want to
Speaker 4: see how they adjust to this new market or like
Speaker 4: an actual market that we should be in right now.
Speaker 3: But overall, they topped out at like nineteen five roughly.
Speaker 4: But they're definitely one of my favorite stocks, still still
Speaker 4: on my watch list.
Speaker 3: I don't just like them because they're in the Spanish country.
Speaker 4: Amazing performing company. You'll know say when I see you, boy,
Speaker 4: I like I like you.
Speaker 3: Like a lot.
Speaker 2: Of course. Yeah, and lover us out there.
Speaker 1: My Latin speaking of people. All right, So this is
Speaker 1: a company. I mean you talked about United Airlines. Uh,
Speaker 1: And obviously I know your stance on on companies that
Speaker 1: have motors as part of the foundation of the company.
Speaker 2: So what's your thoughts on Cornivell Cruise Line.
Speaker 1: They've been up forty six percent over the past year,
Speaker 1: but if we scale out the year of the date,
Speaker 1: it's been moving in a downward trajectory and pretty much
Speaker 1: just the pandemic down seventeen percent year to date, So
Speaker 1: what's your thoughts around this space.
Speaker 3: I'm good trade, bad investment.
Speaker 4: So if I can catch it at maybe twelve bucks
Speaker 4: or back to the love of nine bucks or some change,
Speaker 4: I may trade it back up to thirteen or fourteen.
Speaker 4: But like holding the long term, I wouldn't see the
Speaker 4: how was sixty four and twenty twenty and then they
Speaker 4: have a triple top in nineteen ninety five, two thousand
Speaker 4: and three and then twenty twenty. Good trade, I don't
Speaker 4: see it going up. I'd be more than happy to
Speaker 4: say that I'm wrong if they get back up to
Speaker 4: the fifties, but I wouldn't boy this one for a
Speaker 4: long term good trade, though it's a decent trade.
Speaker 1: Here's another one that we don't talk about much and
Speaker 1: pretty much at all, the Hershey Company. So I'm sure
Speaker 1: pretty everybody's pretty much familiar with the Hershey Company, the
Speaker 1: chocolate company with obviously a bunch of chocolates, but also
Speaker 1: the parks as well. That's something that mattered to the revenue.
Speaker 1: They've had a tough year. So what's your thoughts on Hershey?
Speaker 1: I actually like it at h That's why.
Speaker 3: That's why.
Speaker 4: Yeah, if I can get it ideally like I want
Speaker 4: it at one thirty two, but if I can get
Speaker 4: it around one seventy one.
Speaker 3: Sixty five, I would be happy. Good company, good management.
Speaker 4: I wouldn't say that they have a monopoly, but they
Speaker 4: do have a stranglehold in the business. They're in the
Speaker 4: cost of coco as went a lot that's going to
Speaker 4: affect the business.
Speaker 3: But I do like the company.
Speaker 4: They are a well performing stock that most people are
Speaker 4: not talking about. So I do like it for the
Speaker 4: long term, but I have to get at the right price.
Speaker 4: One thirty two is where I would load the boat
Speaker 4: on it if I had to buy it.
Speaker 2: How about General Electric, we're talking about a company.
Speaker 1: If you if you look at that two year I
Speaker 1: mean pretty impressive trading at one fifty three currently.
Speaker 2: What's your thoughts around General Electric with dating, with dumping.
Speaker 3: I may take this on the day.
Speaker 4: I normally, if historically hated GE. But they got the
Speaker 4: financial bbl going.
Speaker 2: Easy, easy easy. I don't want no references to bbls
Speaker 2: right now.
Speaker 4: Oh no, no, shout to the boy. They got the
Speaker 4: financial Mimi makeover. I think a seventy one, so they're
Speaker 4: doing pretty good over the last year.
Speaker 3: The price of the stock is increased seventy five bucks. Amazing.
Speaker 3: Leadership is doing a lot better.
Speaker 4: I don't like that they have these boom and bus
Speaker 4: cycles though, so like in ninety six it was at
Speaker 4: two forty eight and then ninety nine at one eighty three.
Speaker 4: The top in two thousand and nine was one twenty.
Speaker 4: So they're getting back to where they were at the
Speaker 4: recession level. Management changes has been good if you shout
Speaker 4: out to any of you that got into it, like
Speaker 4: around fifty or thirty eight and some change. But yeah,
Speaker 4: I would put it if it came back down to
Speaker 4: seventy one or seventy five, I would definitely take it
Speaker 4: on a date and set it for a swing trade.
Speaker 3: Not marrying it, but I would swing traded.
Speaker 2: It definitely has a booming bus cycle.
Speaker 1: If you look at if somebody is just looking at
Speaker 1: it from a two year, you're thinking, all, this track
Speaker 1: looks great. Pull it back out to a three year,
Speaker 1: all look at that. At five you start to see
Speaker 1: some of these booms and these busts, and you pull
Speaker 1: it out about a ten year spent a ten year? Yeah,
Speaker 1: you you really out?
Speaker 2: It looks like a roller coaster at six flags. Yeah,
Speaker 2: let's talk about ups.
Speaker 3: No, shorty, what you got in your mind? Come on?
Speaker 3: Is that time of the show?
Speaker 2: We got ups? What we think United Parcel Service?
Speaker 4: Maybe if I was an employee of the company, Yes,
Speaker 4: not a bad stock.
Speaker 3: It had a great run.
Speaker 4: If I can catch it at one eight or one ten,
Speaker 4: I would like it a lot. Earning should be fine. Yeah,
Speaker 4: I would take it on a date, but I would
Speaker 4: need to at a specific price, so like one twenty
Speaker 4: three something like that. I'll take it on anywhere other
Speaker 4: than that, No, I wouldn't touch it.
Speaker 2: This is a speed day, right.
Speaker 1: We talked about the how Amazon has comeing in and
Speaker 1: broke up some of this infrastructure from the UPS and
Speaker 1: factually become the number one provider in that space. And
Speaker 1: so I don't know how you reverse engineer that. I
Speaker 1: don't know how you come back into that space and say,
Speaker 1: all right, well here's our plans.
Speaker 2: Now take them over.
Speaker 1: Just because of the infrastructure that they have already in place,
Speaker 1: and the market cap that they have, the expensuses that
Speaker 1: they have, and the pre cashule that they have, it's
Speaker 1: going to be an uphill battle.
Speaker 4: Going forward for the UN And also, if we want
Speaker 4: to look internationally, Amazon launched bizarre in India for their
Speaker 4: middle class growing market as well, So they're starting to
Speaker 4: get their stranglehold over in India as well. Yeah, UPS
Speaker 4: is on a tough road ahead fighting against Amazon.
Speaker 2: Short term, short term there, All right.
Speaker 1: Let's do last one. Take a TKR, the Timpkin Company.
Speaker 1: They are a global manufacturer of bearings and power transmission products.
Speaker 2: What's your thoughts around this company? They don't what we're doing.
Speaker 4: Just like when you go to like, I don't know,
Speaker 4: Boston or something, you see something real chief that you
Speaker 4: thoughts you wouldn't see this. This stock has performed pretty well.
Speaker 4: It's close to us all time high over the last
Speaker 4: five years. The prices appreciated about thirty seven bucks. I
Speaker 4: like it if I can get it at seventy two,
Speaker 4: love it at fifty. So if I can get it
Speaker 4: at any one of those prices, I would definitely.
Speaker 3: Date it there. That's like if you come across something
Speaker 3: in Roxbury you like cool.
Speaker 4: I never even had no baddies in Rocksbury where you
Speaker 4: come from.
Speaker 3: So yeah, at the right price point, I would definite
Speaker 3: taken on a date.
Speaker 5: An illegal alien from Guatemala charged with raping a child
Speaker 5: in Massachusetts. An MS thirteen gang member from Al Salvador
Speaker 5: accused of murdering a Texas man of Venezuelan charged with
Speaker 5: filming and selling child pornography in Michigan. These are just
Speaker 5: some of the heinous migrant criminals caught because of President
Speaker 5: Donald J. Trump's leadership. I'm Christy Noman, the United States
Speaker 5: Secretary of Homeland Security. Under President Trump, attempted illegal border
Speaker 5: crossings are at the lowest levels ever recorded, and over
Speaker 5: one hundred thousand illegal aliens have been arrested. If you
Speaker 5: are here illegally, your next you will be fined nearly
Speaker 5: one thousand dollars a day, imprisoned, and deported. You will
Speaker 5: never return. But if you register using our CBP home
Speaker 5: app and leave now, you could be allowed to return legally.
Speaker 5: Do what's right. Leave now. Under President Trump, America's laws,
Speaker 5: border and families will be protected.
Speaker 3: Sponsored by United s IS Department of Homeland Security,