I THINK THE STOCK IS TRADING AT 21 TIMES EARNINGS GROWING UP 50% A YEAR AND THIS IS THE GODFATHER OF AI
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LET'S TALK ABOUT YOUR STOCK PICKS. WOULD YOU BUY IT AHEAD OF THE EARNINGS NEXT WEEK ? >> I THINK THE STOCK IS TRADING AT 21 TIMES EARNINGS GROWING UP 50% A YEAR AND THIS IS THE GODFATHER OF AI
A GREAT WAY TO PLAY THE BANKING SIDE OF THE BUSINESS AND WILL MANAGEMENT AND OUTSIDE THE U.S.
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ROYAL BANK OF CANADA. >> OF ONE STOCK IN GENERAL. IT WILL PROBABLY FALL MORE. A GREAT WAY TO PLAY THE BANKING SIDE OF THE BUSINESS AND WILL MANAGEMENT AND OUTSIDE THE U.S.
I HOPE SO, TEN TIMES EARNINGS. GREAT HIGHFLYING OF ONCOLOGY DRUGS, A BIG ANNOUNCEMENT ON THE 20th OF AUGUST, WHICH WE ARE LOOKING FORWARD TO, FDA APPROVAL.
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OKAY, JAZZ PHARMACEUTICALS AND ONCOLOGY BIOTECH BASED IN IRELAND ... I HOPE SO, TEN TIMES EARNINGS. GREAT HIGHFLYING OF ONCOLOGY DRUGS, A BIG ANNOUNCEMENT ON THE 20th OF AUGUST, WHICH WE ARE LOOKING FORWARD TO, FDA APPROVAL.
Transcription Complète
SAYS EXPLODING EARNINGS GROWTH PRESENTS A GREAT SET UP FOR STOCKS HEADING INTO YOUR AND JAMES, MAIN STREET, RESEARCH CIO, THE S&P AT 7654, YOU SAY IT'S GOING TO 8100 BY THE END OF THE YEAR, WHAT IS THAT, THREE OR 4%? >> NOT FAR FROM HERE. VERY IMPRESSIVE IN APRIL WHEN THE MARKET WAS DOWN DRAMATICICAY BUT WHAT PRICES THERE AND EVEN HIGHER IS GREAT RESILIENT ECONOMY AND WHY WE HAVE THIS TALK ABOUT RATES. EARNINGS GROWTH, WHICH WE THINK WILL CONTINUE TO OUTSHINE EXPECTATIONS AND VALUATIONS. VALUATIONS HAVE GOTTEN COMPRESSED TO 20, 2323 LEVELS AD IS A GREAT GROWTH VERSUS PE VALUATIONS. THIS COULD CREATE SOME TALK, MAYBE A CORRECTION, I WOULD BUY THAT DIP. >> DO THEY NEED TO STAY IN THEIR LANES A BIT MORE? >> YES BUT BUT THE MARKET TELL US WHAT IT NEEDS TO DO. >> THAT IS TELLING THE MARKET IS NOT LISTENING. [LAUGHTER] >> AT THE SAME TIME, YOU TOLD THIS SHOW IN YOUR NOTES A 10% CORRECTION IN THE NEXT FEW MONTHS WOULDN'T SHOCK YOU, I GUESS WITH THE MARKET SO MUCH, I PULL BACK IS NEEDED BUT YOU ARE THINKING OFFICIAL CORRECTION? >> YES, WE HAVEN'T SEEN A AND YOU HAVE A GREAT COMBINATION OF SEASONALITY. YOU'VE GOT OIL PRICES CONTINUING TO BEFUDDLE EVERY INVESTOR. >> WHY ARE YOU BEFUDDLED THAT THEY ARE STAYING IN THE 80s? >> IS JUST A HOT BUTTON FOR THE INVESTORS. YOU SEE, THE DOW AND S&P GOING ONE WAY OR ANOTHER WHENEVER OIL MOVES IN THAT TELLS YOU THE PSYCHOLOGY ON PINS AND NEEDLES SO ANY CHANCE WITH THE MARKET FALLING MORE THAN NORMAL YOU PROBABLY WILL GO INTO A CORRECTION. >> WHEN THE PRICE OF OIL'S GO UP, STOCK PRICES GO DOWN. >> ONE THING INVESTORS HAVE MISSED HIS GRADUAL INCREASES IN INTEREST RATES ARE A SIGN OF A ROBUST ECONOMY BECAUSE YOU HAVE A LOT MORE DEMAND AND INFLATION TAKES UP AND INVESTORS NEED TO RECOGNIZE IT'S GRADUAL, NOTHING TO BE TOO CONCERNED ABOUT THE EARNINGS GROWTH CONTINUES, IT JUSTIFIES HIGHER INTEREST RATE ENVIRONMENT IF YOU REMEMBER THE 90s DURING THAT CYCLE, WE HAD THE TENURE AT 6% AND INFLATION AT FOUR IN THE BULL MARKET LIVED VERY HEALTHY. >> AND NOW WE HAVE INFLATION AT THREE, FOUR, 3.4% AND RATES AT MORE THAN THAT. WHAT ELSE ARE YOU, I SHOULD SAY CONCERNED ABOUT RIGHT NOW? >> THE MIDTERMS, REASON FOR CORRECTION, MIDTERM ELECTIONS DON'T ADD TO ANYTHING HISTORICALLY AND PROBABLY WILL NOT THIS TIME WE MET DO YOU REALLY THINK THAT? WHY? >> HISTORICALLY THTHAT IS THE CE AND THIS TIME WITHOUT QUESTION BECAUSE WHAT WE WILL PROBABLY DO IS SWING FROM ONE PARTY CONTROLLING BOTH HOUSE AND SENATE TO BASICALLY A SPLIT WITH THE IS GOOD FOR MARKETS. THE RECENT HEALTHCARE IS MOVING MIGHT DISCOUNT THE FACT THAT THE DEMOCRATS WIN IN ONE OR THE OTHER. >> LET'S TALK ABOUT YOUR STOCK PICKS. WOULD YOU BUY IT AHEAD OF THE EARNINGS NEXT WEEK ? >> I THINK THE STOCK IS TRADING AT 21 TIMES EARNINGS GROWING UP 50% A YEAR AND THIS IS THE GODFATHER OF AI AND THAT MIGHT GIVE AI -- >> WE ARE IN THE BEGINNING OF THE AND CAN GET WORSE BUT IT'S A GREAT VALUE PLAY IT WILL BRING THE REST OF THE TECH STOCKS UPWARD AFTER THIS SLUMP. >> ROYAL BANK OF CANADA. >> OF ONE STOCK IN GENERAL. IT WILL PROBABLY FALL MORE. A GREAT WAY TO PLAY THE BANKING SIDE OF THE BUSINESS AND WILL MANAGEMENT AND OUTSIDE THE U.S. >> OKAY, JAZZ PHARMACEUTICALS AND ONCOLOGY BIOTECH BASED IN IRELAND AND I USED TO SAY IF YOU MENTIONED AI ON AN EARNINGS CALL YOUR STOCK WENT UP AND NOW IF YOU MENTIONED ONCOLOGY ON A CALL YOUR STOCK MIGHT GO UP. >> I HOPE SO, TEN TIMES EARNINGS. GREAT HIGHFLYING OF ONCOLOGY DRUGS, A BIG ANNOUNCEMENT ON THE 20th OF AUGUST, WHICH WE ARE LOOKING FORWARD TO, FDA APPROVAL. ALL THE RIGHT INGREDIENTS, GREAT INGREDIENTS, GREAT CHART METHODS A GREAT CHART, THE ONE YEAR. YOU'RE NOT BUYING CHEAP WITH A CHART LIKE T
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