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top picks for 2022 7.921 Jump to 23.039
    DATE 2022
over these next um 11 10 and a half 5.279 Jump to 47.44
    DATE 11 10 and a half
11 months so 3.84 Jump to 50.96
    DATE 11 months
we've got about 20 analysts 5.12 Jump to 55.84
    CARDINAL about 20
two years now but looking forward to 3.68 Jump to 65.36
    DATE two years
15 years of analytical experience 7.68 Jump to 76.24
    DATE 15 years
and over 10 years of of working at argus 7.761 Jump to 79.759
    DATE 10 years
six-point system that we use at argus to 7.119 Jump to 95.68
    CARDINAL six
we cover about 500 leading companies us 6.0 Jump to 102.799
    CARDINAL about 500
the market was up about 28 last year and 6.719 Jump to 135.52
    DATE about 28 last year
up about 30 percent now of course 5.121 Jump to 142.239
    PERCENT about 30 percent
one more word of introduction 5.519 Jump to 165.44
    CARDINAL one
but in that year outlook for 2022 5.521 Jump to 185.519
    DATE that year
    DATE 2022
much quieter year than in 2021 when 6.8 Jump to 223.04
    DATE 2021
stocks as i mentioned rose 28 percent 4.64 Jump to 226.879
    PERCENT 28 percent
harder to achieve in 2022 5.521 Jump to 231.519
    DATE 2022
these first few weeks 4.479 Jump to 237.04
    DATE these first few weeks
facing the market in 2022 so they were 3.601 Jump to 250.879
    DATE 2022
so so great jim and and one more note 5.519 Jump to 294.96
    CARDINAL one
there and we'll go one by one 6.239 Jump to 323.68
    CARDINAL one
and our first stock idea is is cortesva 6.961 Jump to 329.919
    ORDINAL first
and the materials sector is one of our 5.44 Jump to 350.8
in 2022 3.521 Jump to 361.199
    DATE 2022
back in 2019 4.239 Jump to 378.96
    DATE 2019
particularly in 2022 6.639 Jump to 408.56
    DATE 2022
on soybeans they're selling for over 600 4.241 Jump to 423.039
    CARDINAL 600
and that's up from 400 in 2020 and about 6.96 Jump to 427.28
    CARDINAL 400
    DATE 2020
360 in 2019 4.04 Jump to 431.24
    CARDINAL 360
    DATE 2019
shares and that's one of our top picks 5.359 Jump to 473.68
for 2022. 5.361 Jump to 476.319
    DATE 2022
one of the things we do when we analyze 4.081 Jump to 489.919
    CARDINAL one
how about over the past five years 5.6 Jump to 504.24
    DATE the past five years
if we can check all those three boxes 5.68 Jump to 507.039
    CARDINAL three
nucor is one of those stocks so it's a 8.161 Jump to 521.279
great point one to be able to make 5.839 Jump to 529.44
steel prices are up 12 5.279 Jump to 541.12
    CARDINAL 12
20 4.161 Jump to 561.279
    CARDINAL 20
going to be increasing its dividend 20 4.32 Jump to 572.0
    CARDINAL 20
four billion dollar share buyback 3.76 Jump to 581.12
    MONEY four billion dollar
offer some value with a 1.7 yield 7.041 Jump to 593.519
    CARDINAL 1.7
1.3 2.48 Jump to 600.56
    CARDINAL 1.3
with one pick we have in the 3.279 Jump to 624.0
    CARDINAL one
sector on the one end of it 4.88 Jump to 636.88
sector was created in 2018 so these 5.599 Jump to 649.36
    DATE 2018
one from the other side of the barbell 3.281 Jump to 677.839
    CARDINAL one
growing rapidly in 5g due to the 4.0 Jump to 691.68
    CARDINAL 5
with at least three powerful powerful 4.401 Jump to 698.399
    CARDINAL at least three
franchises first would be obviously 3.04 Jump to 700.88
only one 3.521 Jump to 713.839
    CARDINAL only one
uh so one thing about 3.84 Jump to 718.88
advertising has got two major growth 3.28 Jump to 732.72
    CARDINAL two
drivers first 3.841 Jump to 734.639
    ORDINAL first
probably the third or fourth major cloud 4.64 Jump to 762.48
    ORDINAL third
    ORDINAL fourth
uh meta platforms is the one with a big 3.599 Jump to 797.92
around that four percent level 4.24 Jump to 818.8
    PERCENT four percent
but one thing that's up more than hourly 4.32 Jump to 823.04
    CARDINAL one
    TIME hourly
cautious as well our first pick 4.0 Jump to 833.519
    ORDINAL first
it's one of our higher yielding names in 5.439 Jump to 891.76
with approximately four percent dividend 4.479 Jump to 898.48
    PERCENT approximately four percent
the second half given all the industry 5.199 Jump to 1023.12
    DATE the second half
so this is our one of our best picks uh 3.439 Jump to 1144.48
covered 19 accelerated growth for this 4.8 Jump to 1197.44
    CARDINAL 19
and so let's move on to one more uh 5.041 Jump to 1267.919
    CARDINAL one
one more name in the space which is the 2.879 Jump to 1271.28
    CARDINAL one
analyst one of his favorite picks 3.04 Jump to 1283.36
cove at 19 crisis 3.84 Jump to 1291.6
    CARDINAL 19
at three times they raise their dividend 3.12 Jump to 1369.52
    CARDINAL three
yielding in that kind of 1.5 to 2 4.799 Jump to 1373.76
    CARDINAL 1.5
so let's let's do that one walmart is 3.04 Jump to 1400.72
board it is one of the largest employers 4.48 Jump to 1478.24
store the first thing you see are the 4.401 Jump to 1530.559
about one and a half percent 3.601 Jump to 1550.159
    CARDINAL about one and a
the energy sector is one of the smaller 6.24 Jump to 1563.6
sectors in the s p 500 at about three 4.88 Jump to 1566.24
    CARDINAL about three
delivering performance in 2022 7.921 Jump to 1573.679
    DATE 2022
it's up 24 year-to-date while the broad 6.561 Jump to 1577.919
    DATE 24 year-to-date
market is down eight percent 5.679 Jump to 1581.6
    PERCENT eight percent
is a good one to focus on 5.919 Jump to 1607.76
west texas crude is just about 90 6.559 Jump to 1616.24
    CARDINAL just about 90
right now and that was below 30 at the 6.321 Jump to 1619.679
    CARDINAL 30
um 90 3.28 Jump to 1629.44
    CARDINAL 90
outside of saudi arabia at about 35 4.88 Jump to 1648.48
    CARDINAL about 35
the gulf of mexico you know you're 60 70 6.08 Jump to 1656.0
    DATE 60 70
80 a barrel which is profitable now 5.841 Jump to 1659.039
    CARDINAL 80
you're about a hundred dollars a barrel 6.08 Jump to 1664.88
    MONEY about a hundred dollars
almost 30 years in a row 4.8 Jump to 1716.32
    DATE almost 30 years in a row
dividend yield is right around four 3.52 Jump to 1753.039
financial services is about 12 5.281 Jump to 1790.799
    CARDINAL about 12
uh pnc is is one of our top ideas 6.081 Jump to 1802.399
and it's expecting more than 20 7.041 Jump to 1848.799
    CARDINAL more than 20
eps accretion this year in 2022 5.921 Jump to 1851.919
    DATE this year
    DATE 2022
um and with a nine percent increase in 4.559 Jump to 1876.96
    PERCENT nine percent
and buying back almost three billion 3.76 Jump to 1881.519
    MONEY almost three billion
stocks the past 10 years 4.08 Jump to 1897.12
    DATE the past 10 years
group one is pnc financial with a p e of 6.64 Jump to 1905.6
    CARDINAL one
about 14 compared to the market p e of 4.561 Jump to 1909.279
    CARDINAL about 14
20 to 21. 5.679 Jump to 1912.24
    CARDINAL 20 to 21
the next one 4.721 Jump to 1919.919
eight times earnings 3.12 Jump to 1929.919
    CARDINAL eight
four percent yield 4.321 Jump to 1933.039
    PERCENT four percent
mid teens 14 and a half percent average 5.92 Jump to 1971.84
    DATE 14 and a half percent
over the past 10 years and that compares 5.439 Jump to 1975.12
    DATE the past 10 years
to the industry average of nine percent 5.6 Jump to 1977.76
    PERCENT nine percent
a value idea at eight times earnings 6.64 Jump to 2007.519
    CARDINAL eight
with a four percent yield 6.241 Jump to 2010.399
    PERCENT four percent
the first two we've looked at have been 4.881 Jump to 2024.559
    ORDINAL first
    CARDINAL two
in 2021 it was one of the out performers 6.799 Jump to 2050.56
    DATE 2021
it rose more than 45 percent 6.72 Jump to 2053.76
    PERCENT more than 45 percent
so forth that's about a 50 4.801 Jump to 2072.399
70 3.039 Jump to 2093.04
growing its dividends at least 10 4.32 Jump to 2127.68
    CARDINAL at least 10
over the past five or ten years again a 5.28 Jump to 2132.0
    DATE the past five or ten years
is one of the bigger sectors 5.44 Jump to 2152.96
in the stock market it's about 13 5.681 Jump to 2155.119
    CARDINAL about 13
uh catalan is one maybe you haven't 4.32 Jump to 2162.56
sector over the next five to ten years 5.2 Jump to 2198.8
    DATE the next five to ten years
up 43 year-over-year revenues were up 35 7.201 Jump to 2215.599
    DATE 43 year-over-year
    CARDINAL 35
this gym is one of those growth stocks 3.92 Jump to 2220.64
it's trading at 13 times earnings below 6.399 Jump to 2249.68
    CARDINAL 13
the market multiple it's got a two 4.72 Jump to 2253.52
    CARDINAL two
than the 1.3 percent market multiple 5.68 Jump to 2258.24
    PERCENT 1.3 percent
2022 outlook it gave an early year 5.68 Jump to 2266.48
    DATE 2022
    DATE an early year
reported their fourth quarter results 5.439 Jump to 2272.16
    DATE their fourth quarter
trends at cvs health corp and one of our 7.041 Jump to 2277.599
    CARDINAL one
top healthcare ideas for 2022 6.799 Jump to 2280.8
    DATE 2022
uh our next one mckesson corp 5.041 Jump to 2287.599
jim here's one where we've already 4.8 Jump to 2290.4
in 2022. we have a new target price of 6.4 Jump to 2298.16
    DATE 2022
mckesson of 310 now 6.0 Jump to 2301.359
    CARDINAL 310
a great business with covet 19. it's 4.881 Jump to 2307.359
    CARDINAL 19
cova 19 because everybody who's been 4.24 Jump to 2312.24
    CARDINAL 19
analysts and investors to 30 earnings 5.36 Jump to 2325.44
    CARDINAL 30
growth in 2022 5.04 Jump to 2328.48
    DATE 2022
hiked its dividend 12 a couple of months 3.76 Jump to 2330.8
    CARDINAL 12
offers value with a pe of of 11 times so 7.921 Jump to 2337.119
    CARDINAL 11
and one more healthcare idea 5.12 Jump to 2345.04
    CARDINAL one
and jim this is kind of one where you 4.32 Jump to 2350.16
a loss last year to over 28 4.961 Jump to 2362.079
    DATE last year
    CARDINAL 28
in in 2022 4.96 Jump to 2367.04
    DATE 2022
six times those earnings and so for six 6.88 Jump to 2373.52
    CARDINAL six
    CARDINAL six
modernity delivered 800 million covet 19 6.72 Jump to 2383.68
    CARDINAL 800 million
    CARDINAL 19
shots in 2021 we think it's going to be 6.8 Jump to 2386.88
    DATE 2021
3 billion in 2022 5.679 Jump to 2390.4
    MONEY 3 billion
    DATE 2022
weeks that it's trading at only six 4.64 Jump to 2425.04
    DATE weeks
    CARDINAL only six
more than 80 percent 4.8 Jump to 2443.68
    PERCENT more than 80 percent
from 2021 to 2022 5.44 Jump to 2448.48
    DATE 2021
the three months one year and five years 4.24 Jump to 2501.76
    DATE the three months one year
    DATE five years
they're doing right and one of the 4.24 Jump to 2513.839
    CARDINAL one
so one more industrial idea jim and that 4.72 Jump to 2521.44
    CARDINAL one
bipartisan trillion dollar 5.12 Jump to 2536.8
    MONEY trillion dollar
be spent over the next five to ten years 5.92 Jump to 2544.96
    DATE the next five to ten years
we have one uh reit pick today and that 5.361 Jump to 2591.599
    CARDINAL one
    DATE today
80 luxury hotel properties about 4 500 5.52 Jump to 2640.319
    CARDINAL 80
they recently posted their third quarter 2.88 Jump to 2692.64
    DATE their third quarter
also one of the only uh this is the only 4.08 Jump to 2702.88
    CARDINAL one
than 20 to 25 percent of the market 4.881 Jump to 2753.839
    PERCENT 20 to 25 percent
it's currently almost 30 percent of the 4.0 Jump to 2756.96
    PERCENT almost 30 percent
approximately five percent 4.159 Jump to 2760.96
    PERCENT approximately five percent
a third of the market and i think the 4.559 Jump to 2771.04
    ORDINAL third
technology companies used to sell to one 3.601 Jump to 2775.599
    CARDINAL one
maybe about 12 15 12 years ago 5.839 Jump to 2885.52
    DATE 15 12 years ago
that into mid 20 eps growth 4.4 Jump to 3076.4
    DATE mid 20
okay and one of the other uh names we 4.401 Jump to 3101.359
    CARDINAL one
they they led in 3g 4.8 Jump to 3124.4
    CARDINAL 3
they led in 4g and now they are really 5.04 Jump to 3126.96
    CARDINAL 4
benefiting as 5g goes mainstream 4.96 Jump to 3129.2
    CARDINAL 5
leading the market in this case the 5g 4.319 Jump to 3194.8
    CARDINAL 5
review of those stocks one last stock to 5.28 Jump to 3210.079
    CARDINAL one
sector earlier being three percent of 5.041 Jump to 3227.839
    PERCENT three percent
it's about three percent of the market 6.0 Jump to 3232.88
    PERCENT about three percent
about 0.4 so it's 60 6.96 Jump to 3247.92
    CARDINAL about 0.4
    CARDINAL 60
by having a utility stock or two 5.439 Jump to 3254.88
    CARDINAL two
market falls seven percent or five 4.72 Jump to 3264.8
    PERCENT seven percent
    CARDINAL five
it's got a dividend yield of three and a 3.76 Jump to 3281.76
    CARDINAL three
yield of 3.1 percent 6.0 Jump to 3287.839
    PERCENT 3.1 percent
it's got a price to book ratio of 1.9 6.881 Jump to 3290.079
    CARDINAL 1.9
versus the industry's average of 2.2 6.641 Jump to 3293.839
    CARDINAL 2.2
and it's got a p e ratio of 18 6.32 Jump to 3296.96
    CARDINAL 18
industry is 23. so jim the utilities can 7.2 Jump to 3303.28
    CARDINAL 23
high level one 3.039 Jump to 3343.28
you know the rise of the internet 5g 4.399 Jump to 3437.92
    CARDINAL 5
one is what possible companies 6.64 Jump to 3461.04
a theme portfolio we have six different 6.321 Jump to 3559.599
    CARDINAL six
one of them is our dividend growth theme 5.76 Jump to 3567.28
    CARDINAL one
december there are 30 stocks in that 5.84 Jump to 3573.04
    CARDINAL 30
depot advance auto that's one of the 4.401 Jump to 3608.079
    CARDINAL one
doesn't drop you just in one sector but 4.8 Jump to 3614.799
    CARDINAL one
set of goals in the next two years but 5.519 Jump to 3681.04
    DATE the next two years
you know about five percent higher 3.839 Jump to 3704.24
    PERCENT about five percent
or eight percent higher if you're 3.441 Jump to 3708.079
    PERCENT eight percent
the market in march of 2020 on a real 4.799 Jump to 3716.0
    DATE 2020
deep sell-off or whether you bought five 3.679 Jump to 3718.64
    CARDINAL five
and ten percent corrections that you're 3.681 Jump to 3720.799
    PERCENT ten percent
couple more questions here's one 5.359 Jump to 3728.96
spot probably between one percent and 4.56 Jump to 3771.2
    PERCENT between one percent
two and a half percent 5.6 Jump to 3773.92
    DATE two and a half percent
10 a year for five years in a row some 5.279 Jump to 3795.76
    DATE 10 a year
    DATE five years in a row
one of the one of the thoughts is to 5.919 Jump to 3813.44
    CARDINAL one
that are yielding eight percent nine 4.32 Jump to 3836.16
    PERCENT eight percent
    CARDINAL nine
percent or or ten percent for two 2.96 Jump to 3838.48
    PERCENT ten percent
    CARDINAL two
one as interest rates rise 4.48 Jump to 3841.44
    CARDINAL one
and two the dividend yields above you 5.439 Jump to 3848.16
    CARDINAL two
know seven eight percent may well signal 5.52 Jump to 3850.96
    PERCENT seven eight percent
one to two and a half percent should be 4.96 Jump to 3864.24
    CARDINAL one
12 months 4.639 Jump to 3923.44
    DATE 12 months
and that tends to be at least a 10 to 12 5.68 Jump to 3924.72
    CARDINAL at least a 10 to 12
to 15 percent increase 4.161 Jump to 3928.079
    PERCENT 15 percent
for 2022 you're probably going to see 6.48 Jump to 3954.48
    DATE 2022
up to 600 thousand you get a lot more 4.959 Jump to 4022.16
    CARDINAL up to 600 thousand
john we went after 25 stocks in a very 3.361 Jump to 4027.119
    CARDINAL 25
revenue is under two billion and a 3.841 Jump to 4042.319
    MONEY under two billion
quarter marriott is over three billion 4.639 Jump to 4044.16
know uh 2.0 their their found 4.24 Jump to 4058.319
    CARDINAL 2.0