'Cash generating machine’: Expert reveals top stock picks
- Rendement de la vidéo
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- Appels
- 5
- Achat / Vente
- 3 2
- Publié
Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $152,22 19 août 2026Actuel $152,22 19 août 2026Résultat +$0,00
I did sell, bring back size of the position some of Merck and some of Moderna, first hour of trading.
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Entrée $174,38 19 août 2026Actuel $174,38 19 août 2026Résultat +$0,00
I did sell, bring back size of the position some of Merck and some of Moderna, first hour of trading.
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Entrée $109,88 19 août 2026Actuel $109,88 19 août 2026Résultat +$0,00
started to buy very small stable position KIMBERLY-CLARK
Contexte Steeples bizarrely started to buy very small stable position Kimberly-Clark I believe is a largest when I know
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Entrée $97,98 19 août 2026Actuel $97,98 19 août 2026Résultat +$0,00
to see CJ that is a really good story long-term
Contexte ... to see CJ that is a really good story long-term ...
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Entrée $285,62 19 août 2026Actuel $285,62 19 août 2026Résultat +$0,00
for Ecolab I think that it is boys for a new high
Contexte Why like that one and quickly here and 20 seconds, one treatment player ECOLAB ... for Ecolab I think that it is boys for a new high
Transcription Complète
>> I PROPAGATE CITY AND LOOK AT THAT GUY COME OF THE SHARES OF MODERNA COME UP 140 PERCENT, AT $151, AND MERCK IS ALSO I TOLD HAVE PERCENT AT 152, THEY ANNOUNCED POSITIVE RESULTS FROM THE FIRST EVER, STAGE TRIAL OF SKIN CANCER TREATMENT AND MERCK SHARES ARE AT AN ALL-TIME HIGH AS WELL THIS BRING IN NEXT GUEST YOU PREVIOUSLY RECOMMENDED BECOME A BOTH OF THE STOCKS ON THE SHOW YOU MY HERO SOBERLY HOLY SHARES PAUL PRESIDENT OF HERITAGE CAPITOL GIVE YOURSELF A PAT ON THE BACK IN YOUR CIVILLY YOU SELL WAS REACTION. >> SO THANK YOU FOR HAVING ME EXCEPT FOR A LOT OF OTHER MISTAKES THAT I'VE MADE THIS YEAR THE PAST COUPLE OF YEARS WILL DISCLOSURE AND WE HOLD THE MAJORITY OF OUR POSITION BUT I DID SELL, BRING BACK SIZE OF THE POSITION SOME OF MERCK AND SOME OF MODERNA, FIRST HOUR OF TRADING. >> WILL JUST POINT THIS OUT HERE. >> JUST GOT TOO BIG AND THE STOCKS JUMPED, THE POSITIONS I SAID TO BE FOR THE PORTFOLIO THAT I WAS AT HIS HOME IS NORMAL GOOD PORTFOLIO MANAGER WOULD DICTATE, REPAIRED AND SOLD SOME OFF SUE MET WHEN HAVING FOR DINNER TONIGHT LIKE STEAK OR LOBSTER MAYBE. >> MY FAVORITE FISH TACOS. >> AND MODERNA ARE LOW LOW $22 OF NOVEMBER 21, 2025 AND 22, UP TO 153 NOW AND THEY HIT 163 EARLIER TODAY AND OKAY, AND YOU CANNOT IGNORE THE STORY THE LET'S MOVE ON AND YOU SAY CONSUMER PEOPLE ARE STARTING TO LOOK ATTRACTIVE HERE, IN YOUR TOPIC YES, KIMBERLY-CLARK FOR TOWELS AND TOILET PAPER. >> I DON'T FORGET AND SO LOOK, I WOULD LIKE TO FIND, OUT-OF-FAVOR SECTORS AND WE WILL WRITE SEMI CONDUCTORS AND THE HOT AND SEXY STUFF BUT I EARLY IN EARLY OUT I FEEL REALLY COMFORTABLE, YOU KNOW WHEN A LOT OF THESE STOCKS ARE ALL OVER THE NEWS. SO STEEPLES BIZARRELY STARTED TO BUY VERY SMALL STABLE POSITION KIMBERLY-CLARK I BELIEVE IS A LARGEST WHEN I KNOW AND AGAIN AS EARLY AND THERE'S PLENTY OF RUNWAY HERE, BUT A BIG FAT DIVIDEND THAT WAS ONE OF THE THINGS THAT INTEREST ME AND MY THRESHOLD IS 4 PERCENT AND I THINK IT IS ALMOST FIVE NOW. WHEN IS MY PERCENT FREE CASH FLOW THAT WERE CASH GENERATING MACHINE AND THEY HAVE MERGER CAN VIEW COMING UP. LONG TERM IT WILL BE GRADED SHORT-TERM IT'S GOING TO BE A LITTLE BIT NOISY GOOD THING FOR KIMBERLY-CLARK YOU KNOW CRUDE OIL AND ENERGY IS INPUT AND DIAPERS, SO THAT WHOLE HANGOVER FROM THE IRAN MORE COMPLICATED SEEM TO HAVE PASSED BY, THE STOCK WENT SIDEWAYS ANOTHER CRITERIA MINUS 69 AND ONE NOW IT IS PERCOLATING DO NOTHING AGAIN IT'S REALLY ONLY PEOPLE OF PLENTY OF TIME ALMOST 5 PERCENT DIVIDEND COME YOU PAY TO PLAY TENACITY ECONOMY'S OFFICE WHICH I THINK THAT IT WILL, THE SABLES MAY GET SOME LOVE IN Q4 OR ONE. >> OKAY THIS IS A NAME THAT YOU WANT TO MARRY, NOT DATE STABILITY AND DIVIDEND FIRE OR NO. [LAUGHTER] LIKE A PHRASE THAT WELL I USED TO SAY VERY FEW STOCKS THAT I WILL BUY TO DIE WITH AND YOU ST. >> WILL TELL THAT WE DO KNOW PARKING UP RIGHT NOW THE SABLES WILL DATE A BUNCH OF THEM FOR A WHILE FIGURE OUT HOW IT GOES. I'M SURE THAT I WILL HOME DOWN MY LIST OVER TIME. AND YOU KNOW SMUCKERS AND HORMEL THERE'S A WHOLE BUNCH OF THEM OUT THERE ABOUT YOU KNOW WARRANT ATTENTION BUT I THINK THAT KIMBERLY-CLARK HAS REALLY DEFINED WILL RISK AND REWARD, WAS ABOUT TO MOVE ON OKAY HOLDING THIS FOR A WHILE SEEING HOW IT WORKS OUT. >> OKAY PAUL THREE-TIME OR MAYBE OKAY GOT IT, URANIUM AND CAN YOU GO WHAT YOU LIKE THEM. >> AND SO I THINK THAT YOU ARE AND URANIUM IS ON THE STORY VERY FUNNY FUNNY FIVE OR WELL IS A REALLY LONG TERM STORY AND YOU CAN SAY BECAUSE OF THE AI CENTERS AND WAS GOING ON AROUND THE WORLD AND THERE'S ALSO AN GO TO HERE'S BOTTOM LINE, HIT IS A GOOD PLACE URANIUM NUMBER ONE THERE IS AN INCREASING O'CLOCK. NOBODY IS SHOCKED THAT WE NEED POWER AROUND THE WORLD AND THE KEY HERE THEY OWN 50 PERCENT OF WESTINGHOUSE, AND WESTINGHOUSE GO NUCLEAR REACTORS AND THEY ARE THE ROLLS-ROYCE IN THAT AREA. MOST IMPORTANT, WESTINGHOUSE IS I THINK WILL THERE'S RUMORS QUIET TALK ABOUT WESTINGHOUSE GOING PUBLIC YET AGAIN IT 2027 AND ALL OF THIS ADDS UP, TO SEE CJ THAT IS A REALLY GOOD STORY LONG-TERM AND IT DOESN'T ACT AND LOOK LIKE SO MANY OF THE OTHER STOCKS OUT THERE LIKE IT YOU KNOW ANY PLACE THAT WAS ZIG WHEN EVERYTHING ELSE IS EGGS. >> WHY LIKE THAT ONE AND QUICKLY HERE AND 20 SECONDS, ONE TREATMENT PLAYER ECOLAB YOU THANK YOU SO ALSO AN AI DATA CENTER PLAY POTENTIALLY. >> WELL SO THIS MORNING KIND OF THE CORPORATE SANITATION BUSINESS AND IT IS VERTICAL LIKE MODERNA DID BECAUSE EVERYBODY WAS SCRAMBLING TO FIND A SANITATION RIGHT WELL YOU SEALS ARE WELL PHYSICALLY FROM TERM STORY AND IS A HUGE BERBER AND IS A GROWTH AND IT IS ONLY IT HAS ALWAYS TRADED EXPENSIVELY AND SON WHILE THE SEARCH IN THE POWER OF THE MOVEMENT TO COVID-19 KNOW IF LIKE IS NOW BECOME ALMOST IGNORED SO AGAIN, WE ARE IN A NEW PHASE, FOR ECHO LEVIN I THINK THAT IT IS BOYS FOR A NEW HIGH, I THINK ALL OF THE STOCKS ARE GOOD FOR NEW HIGHS IN 2027.
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