Name: サラット・セティの株式ピック。ディズニー、ロウズ、JPモルガン (Sarat Sethi's stock picks: Disney, Lowes and JP Morgan)
Uploaded: 2021-01-14T09:36:47.000Z
Duration: 2 min 17 s
Description: VoiceTubeの動画で発音を聞きながら英語表現を覚えよう！学べる英語：

But then you also say at the year end, he thinks is 3200.

Okay, so Jim and I have a very similar time frame.

We kind of look out and say, If I'm going to get stuff cheaper, I'm going to start nibbling now.

But I will tell you I am not fast enough.

Nibbling off may be pulling the trigger when it goes down 10% in one day, and it kind of bounces back the next.

I'm going to start a CZ, Carrie said, by some of these stocks that I think will work a year, two years down.

I'm not goingto high debt leverage models looking at high quality companies that I want to own.

The Disney's of the world, the lows of the world, Zimmer's of the world.

Morgan down here, So let's go there cause I said at the top, I want to spend a lot of time talking about actual stocks.

I want to find out what you guys were doing If you're doing anything and I'm surprised to see maybe to some extent that you and Carrie Suraj are adding a lot of names, a lot of names.

If I have climbed sitting with cash, which I have been, And we've talked about it since kind of selling over the last three months, I am now starting to go back in stages to say these are the high quality companies that I think I want to own.

And I wasn't able to in the last couple years have full positions in some of these companies.

Okay, so you're adding to Disney Disney disease down from 1 45 2105 Okay, I'm adding to lows, which is home building products.

CEO just wants a more stock amounting to Zimmer, which hey, we know in the next 3 to 6 months people are not gonna go replace their hips and shoulders, high quality company and a low valuation.

Morgan Stanley, which is a solid wealth manage business Trading below book CVS, CVS starting at eight times earnings, which I think is so cheap, you know, it has leverage, but definitely manageable leverage.

The stocks come down quite a bit off its high.

 Yeah, it's Ah, hi p stock, but it's a growth stock, and these are the companies that I want to own and appeared like this. 