| consumer spending in the second third |
4.32 |
Jump to 27.18 |
ORDINAL
second
ORDINAL
third
|
| and fourth quarter if the consumer does |
4.38 |
Jump to 28.98 |
|
| whole remembering that 70 percent of GDP |
4.68 |
Jump to 37.68 |
PERCENT
70 percent
|
| through recessions and those two sectors |
4.441 |
Jump to 129.119 |
CARDINAL
two
|
| already heard what the 25 probably of |
5.1 |
Jump to 174.9 |
CARDINAL
25
|
| names that were really beaten up in 2022 |
5.161 |
Jump to 185.519 |
DATE
2022
|
| earnings we've had the second |
3.72 |
Jump to 192.42 |
ORDINAL
second
|
| economy is only going to grow by four |
3.36 |
Jump to 200.159 |
CARDINAL
four
|
| tenths of one percent this year |
3.721 |
Jump to 201.959 |
DATE
this year
|
| were going to raise rates by 75 basis |
4.86 |
Jump to 236.64 |
CARDINAL
75
|
| points during their first three meetings |
3.08 |
Jump to 239.64 |
ORDINAL
first
CARDINAL
three
|
| 2023. fortunately I got that one right |
4.72 |
Jump to 242.72 |
DATE
2023
CARDINAL
one
|
| terminal rate of around five to five and |
4.56 |
Jump to 247.44 |
CARDINAL
around five to five
|
| until early 2024 that may have to take |
7.081 |
Jump to 261.419 |
DATE
early 2024
|
| place at the end of 2023 at this point |
6.12 |
Jump to 265.139 |
DATE
the end of 2023
|
| the the FED has been driven 100 to |
5.58 |
Jump to 316.02 |
ORG
FED
CARDINAL
100
|
| Consumer Debt 17 trillion dollars |
4.62 |
Jump to 347.639 |
MONEY
17 trillion dollars
|
| two names that stand out to me both big |
4.82 |
Jump to 361.86 |
CARDINAL
two
|
| we've done at smart trusts the three |
3.961 |
Jump to 368.699 |
CARDINAL
three
|
| number one consumer staples and |
4.38 |
Jump to 377.46 |
CARDINAL
number one
|
| information technology but there's two |
3.18 |
Jump to 380.28 |
CARDINAL
two
|
| ways to play Healthcare right one is |
3.479 |
Jump to 381.84 |
ORG
Healthcare
|
| generally more defensive in nature one |
3.541 |
Jump to 386.819 |
|
| two percent forward-looking PE of just |
5.399 |
Jump to 392.58 |
PERCENT
two percent
|
| 17 and continues to be Innovative in |
5.22 |
Jump to 394.8 |
CARDINAL
17
|
| a perspective one name that we hold at |
4.5 |
Jump to 406.8 |
CARDINAL
one
|
| about a 1.4 billion dollar smaller cap |
5.399 |
Jump to 411.3 |
MONEY
1.4 billion dollar
|
| combination of those two should fare |
3.9 |
Jump to 432.9 |
CARDINAL
two
|
| well over the next two years Kevin you |
4.02 |
Jump to 435.06 |
DATE
the next two years
PERSON
Kevin
|
| focusing under these larger names 30 |
5.4 |
Jump to 462 |
CARDINAL
30
|
| billion and plus type of Acquisitions I |
4.919 |
Jump to 464.34 |
|
| about a 1.4 billion dollar smaller cap |
4.861 |
Jump to 469.259 |
MONEY
1.4 billion dollar
|
| crosshairs and also have at least one |
5.1 |
Jump to 477.18 |
CARDINAL
at least one
|
| drug in FDA level 2 or FDA level 3 |
5.101 |
Jump to 479.759 |
ORG
FDA
CARDINAL
2
ORG
FDA
CARDINAL
3
|
| direction you gave us your three picks |
3.319 |
Jump to 503.94 |
CARDINAL
three
|