This is a 'FANTASTIC' company, investing expert reveals
- Video return
- -7.19%
- Calls
- 2
- Buy / Sell
- 2 0
- Published
Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $359.75 24 Jul 2026Current $337.62 09 Sep 2026Result −$22.13vs. index −9.3% SPY +3.2% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…. THEY HAVE STRONG BALANCE SHEETS, FISCAL DISCIPLINE, AND INVESTORS ARE COMFORTABLE WITH THESE VALUATIONS: AND THEY PRODUCE TOTAL RETURN, BOTH BELIEVE TEND INCOME AND APPRECIATION. TAYLOR: CATERPILLAR, CHUBB, HAN. WHY DO YOU LIKE CHUBB? >> JUST A FANTASTIC COMPANY YEAR IN AND YEAR OUT. THEY CONTINUE TO PRODUCE GREAT SERVICE, PRICES ARE GOING UP. HOME VALUES, A LOT OF -- HAVE GONE UP. SO INSURANCE HAS GONE UP, AND CHUBB IS A BIG BENEFICIARY OF THAT. TAYLOR: I HAVE LOVED THE STORY OF CATERPILLAR. I USED TO THINK, OKAY, IT'S A GOOD READ ON THE ECONOMY, WE'RE BUYING TRACTORS, AND NOW IT'S ALMOST LIKE AN A.I. PLAY WHERE THEY'RE RENTING OUT BUILDING GENERATORS FOR A.I. DATA CENTERS, SO9 CA…
JUST A FANTASTIC COMPANY YEAR IN AND YEAR OUT. THEY CONTINUE TO PRODUCE GREAT SERVICE, PRICES ARE GOING UP. HOME VALUES, A LOT OF -- HAVE GONE UP. SO INSURANCE HAS GONE UP, AND CHUBB IS A BIG BENEFICIARY OF THAT.
AI-extracted context WHY DO YOU LIKE CHUBB? >> JUST A FANTASTIC COMPANY YEAR IN AND YEAR OUT. THEY CONTINUE TO PRODUCE GREAT SERVICE, PRICES ARE GOING UP. HOME VALUES, A LOT OF -- HAVE GONE UP. SO INSURANCE HAS GONE UP, AND CHUBB IS A BIG BENEFICIARY OF THAT.
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Entry $888.73 24 Jul 2026Current $805.00 10 Sep 2026Result −$83.73vs. index −12.6% SPY +3.2% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…THE A.I. TRADE? >> YEAH. VALUATIONS ARE ALWAYS A CONCERN, RIGHT? WHEN A STOCK'S NEAR ITS HIGH, YOU'RE ALWAYS CONCERNED, CAN THE MOMENTUM CONTINUE TO GO HIGHER. CATERPILLAR, YOU LOOK AT ITS 5, 10-YEAR RETURN, IT'S PRODUCED GREAT RETURNS, SO YOU DO FEEL COMFORTABLE OWNING CATERPILLAR FOR THE LONG TERM. AND NOW WHEN YOU LOOK AT THE GROWTH SECTOR AND HOW THEY'RE DOWN SO MUCH, HONESTLY, INVESTORS MIGHT THEN SOME OF THESE GROWTH NAMES THAT ARE DOWN 15, 20% AS AN ENTRY POINT HERE. TAYLOR: IN THE LAST 30 SECONDS THAT WE HAVE, I GOT MY START IN…
YOU DO FEEL COMFORTABLE OWNING CATERPILLAR FOR THE LONG TERM.
AI-extracted context CATERPILLAR, YOU LOOK AT ITS 5, 10-YEAR RETURN, IT'S PRODUCED GREAT RETURNS, SO YOU DO FEEL COMFORTABLE OWNING CATERPILLAR FOR THE LONG TERM.
Full Transcript
PRICES DOWN, KELLY. REALLY APPRECIATE IT. FROM INVESTMENT SPURRING INNOVATION IN THE SKY TO MARKETS NAVIGATING VOLATILITY, OUR COUNTDOWN CLOSER SAYS INVESTORS SHOULD BE LOOKING AT THE DIVIDEND ARISTOCRATS CATEGORIES OF THE MARKET, ERIC BAILEY HAS $1.2 BILLION IN ASSETS UNDER MANAGEMENT. SO GREAT TO HAVE YOU HERE. LOOK, ALL EYES ARE ON, LIKE, THE MAG 7. WHY DO YOU LIKE SOME OF THESE DIVIDEND PLAYERS IN THIS MOMENT? >> DIVERSITY'S REALLY IMPORTANT RIGHT TO NOW FOR INVESTORS BECAUSE GROWTH IS CERTAINLY IN A CORRECTION. WE'RE SEEING THAT. THE MAG 7 NOW NEGATIVE FOR THE YEAR, IF YOU LOOK AT THE RUSSELL 1000 GROWTH INDEX, NEGATIVE FOR THE YEAR, VALUE, DIVIDENDS ARE UP DOUBLE DIGITS. THESE ARE COMPANIES, THE ARISTOCRATS SPECIFICALLY, HAVE RAISED THEIR DIVIDEND EVERY YEAR FOR AT LEAST 25 CON SEC WE'VE YEARS. SO THEY HAVE -- CONSECUTIVE YEARS. THEY HAVE STRONG BALANCE SHEETS, FISCAL DISCIPLINE, AND INVESTORS ARE COMFORTABLE WITH THESE VALUATIONS: AND THEY PRODUCE TOTAL RETURN, BOTH BELIEVE TEND INCOME AND APPRECIATION. TAYLOR: CATERPILLAR, CHUBB, HAN. WHY DO YOU LIKE CHUBB? >> JUST A FANTASTIC COMPANY YEAR IN AND YEAR OUT. THEY CONTINUE TO PRODUCE GREAT SERVICE, PRICES ARE GOING UP. HOME VALUES, A LOT OF -- HAVE GONE UP. SO INSURANCE HAS GONE UP, AND CHUBB IS A BIG BENEFICIARY OF THAT. TAYLOR: I HAVE LOVED THE STORY OF CATERPILLAR. I USED TO THINK, OKAY, IT'S A GOOD READ ON THE ECONOMY, WE'RE BUYING TRACTORS, AND NOW IT'S ALMOST LIKE AN A.I. PLAY WHERE THEY'RE RENTING OUT BUILDING GENERATORS FOR A.I. DATA CENTERS, SO9 CATERPILLAR HAS ENTIRELY BRAND NEW LINE OF BUSINESS WE DIDN'T RECOGNIZE 20 YEARS AGO. HOW DO YOU THINK ABOUT CATERPILLAR'S MOMENT WHEN IT COMES TO A.I.? >> YEAH, NO DOUBT, CATER PILL AROUND'S UP, I THINK THE STOCK'S UP OVER 50%, SO IT'S BEEN A FANTASTIC PERFORMER. [LAUGHTER] AND YOU'RE ABSOLUTELY RIGHT. IT IS ON THE THEME OF A.I., DATA CENTER, ALL THE INFRASTRUCTURES THAT IS NEEDED. CATERPILLAR IS SEEN AS A BIG WINNER. PLUS IT'S A U.S. COMPANY, SO THE TARIFFS, ALL OF THAT BENEFIT LOCAL COMPANIES, AND CATERPILLAR'S REALLY DOING WELL. TAYLOR: DO YOU GET NERVOUS WHEN A COMPANY LIKE CATERPILLAR IS UP SO MUCH THAT IT STARTS TO BECOME MORE OF A HIGH FLYER INSTEAD OF IN A PORTFOLIO? THE WHOLE POINT IS TO HAVE THE STABILITY, THE DIVERSIFICATION. IS THERE RISK TO CATERPILLAR, CAUGHT UP MORE I IN THE A.I. TRADE? >> YEAH. VALUATIONS ARE ALWAYS A CONCERN, RIGHT? WHEN A STOCK'S NEAR ITS HIGH, YOU'RE ALWAYS CONCERNED, CAN THE MOMENTUM CONTINUE TO GO HIGHER. CATERPILLAR, YOU LOOK AT ITS 5, 10-YEAR RETURN, IT'S PRODUCED GREAT RETURNS, SO YOU DO FEEL COMFORTABLE OWNING CATERPILLAR FOR THE LONG TERM. AND NOW WHEN YOU LOOK AT THE GROWTH SECTOR AND HOW THEY'RE DOWN SO MUCH, HONESTLY, INVESTORS MIGHT THEN SOME OF THESE GROWTH NAMES THAT ARE DOWN 15, 20% AS AN ENTRY POINT HERE. TAYLOR: IN THE LAST 30 SECONDS THAT WE HAVE, I GOT MY START IN MUNICIPAL BONDS AND YOU LIKE THEM. GIVE US A QUICK CASE WHY. >> ANYONE IN A HIGH INCOME BRACKET WHO ALSO LIVES IN A HIGH-TAX STATE, FOR EXAMPLE, NEW YORK, CONNECTICUT, NEW JERSEY, IF YOU WANT TO GET INTEREST THAT'S EXEMPT FROM FEDERAL, STATE AND MAYBE LOCAL TAX, MUNICIPAL BONDS ARE THE PLACE TO GO. THEY'RE VERY LOW RISK. I THINK THE DEFAULT RATE FOR AA-RATED HIGH CREDIT, QUALITY BONDS IS CLOSE TO 0 TO %, SO THEY'RE GREAT PRODUCTS FOR HIGH -- TAYLOR: LOVE IT. ERIC BAILEY, SO GREAT TO HAVE YOU. THAT THE DOES IT FOR THIS WEEK ON "THE CLAMAN COUNTDOWN." STICK WITH
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