Stock Talk - Jason Moser, Motley Fool
Feb 26, 2013|
Stock Talk - Jason Moser, Motley Fool
Transcript - will not be 100% accurate
-- -- If I'm being told by one of our textures that while all of oil we purchase in supermarkets. Are bland with very few help them. -- that doctor on this yet to show that she tees. Supermarket against the you know EEO. But you know it's better than the the -- oils canola oils hydrogenated. Oils that for you but it's better than that creek. At least it's it's. And other. Than -- absolutely. Well anyway pay out we talked about this earlier and the accusations -- line. Over this trial that much anticipated deep water rises trial began with a flurry of finger pointing here on Monday. As lawyers for BP Transocean and Halliburton. The federal government and the Gulf Coast states and local businesses traded barbs over who is to blame for the deadly 2010. Explosion in -- member of that as well heck yeah. That was great that was really bad back in 2010. And you've got these companies and the east stocks if you look at these stocks assembles these stocks are BP. IG and Halliburton age eight L and if you look at the stocks all being held down in you. Because of the year as to who's gonna paid the settlement on these in this case -- it may mean that you only know this by listening to this show. You know fuel in the east and a -- a lot of people insured through yet these are widely held something BP's it good dividend by for about 41 dollars a share dividends dividend on his 5%. Rate Transocean Halliburton -- -- -- are large blue chip companies but the the amount of liability. Is so large. These stocks. That you know even even a company Albert is gonna feel the pinch if if they have twenty billion dollar verdict against thirty billion in the verdict numbers that they're anticipating a tremendous rated very. It could be very -- so -- peace talks you know what what what should be going on your mind -- -- -- Well Alitalia. I know a lot of people that are buying up BP because there's they're kind of the prime candidate to lose this case. And I think a lot of people it's like the bank stocks nobody want to buy the bank stocks except for Warren Buffett until the litigation had settled -- BP is in a similar situation. Nobody wants to buying. BP because their freedom buying it and and worried about the outcome of -- -- -- our guest is Jason moser from the Motley -- Jason things. Yes sir why are you. Good pay I I looked at your first stock pick linked to an Allen county. I don't understand how this company makes money maybe you can help me understand. Yeah I think actually be appointed they make their money in the number of different ways that. But we look at something like they spoke for ample public that aren't here right now is an advertising it. Why did the right from the number -- it pre business saying that the report. They're hiring solutions division which they actually help businesses find it writes Alan there's -- marketing election. -- sort of or in the markers and advertising paid and that they're pretty strict in the which is you know political meter you we might. Like at eight -- skirt. But they make their money -- -- Street for pregnant which is -- extract made for the business and what the re the big money comes from. There hiring -- where they work with companies offer light. -- In though you know the big companies in what I've yen or work out like that. What would -- -- in money for access to their state. In order to be able content that day. And fine talent. The boring and that there there or force really is stream on profits for the company. In the flat quarter only been reported. 161700. Corporate client. Which is now we really important what they're gaining quite in our market -- increased rightful. They got a problem the they must be wreaking Havoc on the head hunting firms right is what they are are. We re changing the game and that's the thing is the more they viewed more valued at. You're the nature of the product company company when -- in the universe. They have no real reasonable we blinked and and they're taking their recruiting not -- complete and what -- don't open it ought to. And it and they really buy our way we are in the state -- is amazing to think about how quality go here and that are on this track and a. What about when you look at career builder and monster is the game over -- and they were covering combat try to think of other ways to play this unity short. Monster and career builder in anticipation of linked in continuing to win the game. -- -- I'm very hesitant to short stop in general and act like you're gonna short stop for one reason -- you you'll valuation they -- or. Forty electric company currently is just a a failure of the -- hero. And I am not certain that would be either one of those career -- on earth is necessarily one that's going to your life like -- them. And -- the -- they may at some value and as I've I would have switched shorty is like that. But I didn't feel like what they are. You're articulate what went -- doing is is really changing -- based for the better. And at that point game with the -- eight and they have the data being built out that. It's really difficult. Oakmont or career builder. The try to gain any. Link generally taken both -- and I wouldn't short those companies that definitely that are in the. -- I can see where you you you like the company. Do you also like the stock do you think the stock has any more room to grow. I think got a lot of underground by traditional valuation metric it certainly looks expensive. I mean it doesn't have that strong history yet in the middle of the public for a couple of years. Up but what we have to really -- have to focus on the company's competitive position and that's where -- it comes at a point and they continue to build more more. Quiet base and we just other at quarter they were able to actually played quite a little bit and then we'll read them sort of. Scaled back apple Robert what do they air conditioner or -- there -- other. We didn't buy -- -- the market leader when you Adam market leader in with the management seem like. It really you have to sort of take that traditional valuation metric. -- a little bit of a grain of salt. And -- what further out fired even seniors on the road which we -- at the Motley -- -- and that's where we really see the value in the company. -- opportunity really grow and they couldn't think about. 700 it's used so million professional in the world a potential three billion. Individual market they just employee. They're just starts so many so many different ways that you played -- they have you know 200 million registered in the day. But -- continued growth membership in the continue to grow their corporate client or. Sorry let's take a look at your second pick which is Genesee & Wyoming symbol for that as GW war to an 85 dollar stock. Four billion dollar market cap what do they do what he like. Yet at the -- -- lower we're. Playoff Atlantic and higher place -- -- -- only plain and simple is a real world and you know one -- I love about railroad to begin look competitive. Dynamic in the papers so that hurdle to get into the woods is to begin with -- -- huge because. Apple railroad and that's not the people we don't -- but you know what what Genesee & Wyoming does. Is they essentially. In work. -- -- the bigger real quick the bigger players they like early in order. You know that departure happily. Recently acquired and the total war without help connect LD acre. Railroad yet that the very short story. Active sport they play is very very important part of an overall. And that overall change in the -- you want on the Israeli tract that is beep just mean Mac was patient. Of real America which essentially makes him in Wyoming a large short on a regional real -- in an all North America. Why hasn't somebody bought them because it's only four billion dollar company I mean Warren Buffett could buy that with Wendy's cash. Well they -- -- certainly and I think there are concerned there may be an attractive because it yet. One of the major -- -- to -- either short line railroad uncontrollable they. There may be an antitrust issue they -- and make no mistake -- mean Genesee & Wyoming also. A rich history growing -- application that as we wait. And meanwhile got a that this morning on today. And -- even urgent in Wyoming going forward or probably. If -- make any additional acquisitions they're panicking but the bigger players. They meet in Jordan relationship and it -- it and meanwhile we don't have to worry about any antitrust matters. -- some mutual relationship -- -- either party really trying to get the other on price. And I think that would railroads what they do it into a lot -- any longer. -- we quietly and that's one of the reasons why I personally like. It's not unless it's so much in expect less expensive than a truck. Well it really isn't my perspective is that the in the world but it. Wait -- -- -- and truck and offered better environmental yet but it's not going to be using. Apps are they now burning coal or run the railroad so it is it is currently. Earlier for the environment is definitely more economical the economic of the than just a lot. But it just reliable in the barriers to entry and will arches built an -- anomaly I would be. He winners in the realty -- on. -- Jason thank you very much for your expiration. As Jason moser from the Motley Fool and history stock picks surgeons were linked and right and that really has become. The source via especially -- relief for everybody has to say for young people -- know it's it's the professional. You know you look at monster.com and all of that I mean I know it's not place to go looking for jobs but it is a professional. Social networking website it has become now Linkedin has become a place to look -- well -- it I mean yeah it they have also connected with other -- sites if you will but sure -- -- it's definitely not a place. To be picking people up and sending you know -- already FaceBook thank god. You know it's a safe place it's a safe haven -- a professional network is currently. But just eating the lunch for both career builder and monster both of those companies suffering big time me thinks of the civil -- and KB. And then Genesee & Wyoming the symbol there was GW. Our leader.