Jul 9, 2013|
Stock Talk - Lyons George, Motley Fool
Transcript - Not for consumer use. Robot overlords only. Will not be accurate.
Time for stock talking and we are joined by lines George from the Motley Fool he's got a couple stocks first take a look at lions good morning. Unit very good and looking at your first dockets -- this limited SS YS is a symbol. I don't know if you're aware of it is down a couple bucks this morning. Yet they didn't have a particularly. A strong opening that morning and I really sure -- behind that. There had been having a pretty pretty good year to date probably good to bigotry. Okay it's an 87 dollar stock would they do and why do you like it. The threat that some military minute with the term 3-D printing at this kind -- so they -- The world's leading manufacturer of three dimensional prisoners. And they. They were mostly in the enterprise space. Up until recently emerged with an Israeli firm last year are at both of BJ EP. And that -- let -- heal their position. As the number one manufacturer in terms of installed base of the machine that. And then more recently about a about two months ago maybe a few months ago. They completed their their merger or acquisition of maker which is. A consumer facing. Treaty meant treaty printer manufacturers so what they've got now is a product suite that really covered. You know Blake and and the sort of the treaty printing market I think for anyone who's interested. In the potential -- printing is sort of there's this new manufacturing power out. This is yet the best plan. Out there with that win when they gonna make some money because they're losing money. You know I mean right now there's that there aren't a ton of cash and marketing a means of and Annette that's a lot of knocking on doors at. A fortune 500 research and development department thing hey you hear the benefit. You know fat prototyping. And and also a lot of marketing toward the consumers. You know say a desktop treaty -- Something the good. Really sort of complete your high tech helpful I would expect -- to be profitable by 2015. Wall Street does modeling for the name and I and I think com. Somebody up buying them made so it's a small company 3.4 billion so you think about a company I IBM oracle Cisco EMC. They get by this company pretty easily. You know I mean. That but the big question a lot of money. Yet well the picture that beard. Best case scenario for investors assuming the price is right you know you look at Google's acquisition of Motorola that really hasn't panned out. A terrifically well yet for two I think. A bigger players the industry -- gonna be a little hesitant. I'm about it and original equipment manufacturer at this point and frankly I think the management team I would like to stay independent I mean the founder Scott. Scott Crump is still very much involved. He started this company. You know over twenty years ago when he wanted to build support for all for his daughter and made it cool to do it I don't really heated. Promise as a as a likely buyout candidate. All right Ed let's take a look here next -- it's a Corning glass works GLW. This up fourteen dollar stock. And as a company it's really gone through a transition in the last 1020 years. Yeah I mean -- the company that on through. Maybe I -- in the last hundred years does the company was -- history. They've made wooden Thomas Edison came up with the electric light film again. This is the company that made the ball to go around it and they invented the cat so great to -- brought to television about they invented fiberoptic cable. They made you glad it's a -- company they made the glass that went on some of the first start space Shuttle America that mistake. A member army with a buy this stock for elected dollars remember that bag they may be too young to remember that. -- -- after the look at the chart to meet it head. Had a huge run up in the dotcom bubble gum you know like number of some. 2009 that summer summer of 1999 the summer of 2000. I'm just I mean like you're looking at almost the vertical -- com. -- -- what I'm excited about now mean I think it's accompanied it's pretty. If it would it does is particularly exciting you know they manufacture. Glad to get used in all sorts of Smart devices -- everything from you know every iPhone is working with Corning glass to -- In all the major flat panel television manufacturers -- Corning glass. And you know because it just sort of include material play. You know of the trading at about twelve times earnings right now but they've got. It got them some some projects coming down the pipeline and I think are tremendously exciting and well I'm really excited about it we localized. Which is it. A 100% flexible. And you gotta you gotta check out the video of this. Is this really news on the Samsung phones. So stand and has disclose whether or not. They're using it on their on the same way apple doesn't disclose the dispute on the iPhone to sort of it was actually India the Walter -- Steve Jobs biography is about formally lead. But I I do you think. Corning is going to go up significantly. When the I watched does come out and and if you compare attention. Apple you know room to the rumor mill there is going to be an -- coming out it is going to feature. -- flexible glass very prominently. And I would imagine that they're gonna go -- the supplier for that and and that should. Bring a little bit of public attention back to the company that has been quietly pushing I think American innovation forward Kurt and I spent the -- Right so we think -- Corning's worth. They -- I can buy for fourteen today what you know go out a year to what do you think it's going to be -- -- frankly I think I think two years are now the wearable wearable technology that incorporates. A willow -- Is going to be. You know of the book to a big consumer trend in. I would expect according to at least double by that. Angry I think in the next trend is going to be Europe your device will be on your wrist and you'll have something in hearing right it gets here. That that is how you listen to it if you wanna listen to something but it. -- thing and and not even just wearable -- I really do believe in a future where you pick up your coffee mug in the morning. And -- -- it displays the weather for the day or what the traffic's going to be like on the way to work -- there's all these. To a prospective application. Com for our first Smart glass -- in the home and I think you know according to a great little odd place for that. All right well you like Corning helix. It's stratus has thank you very much thank you very lines George from the Motley Fool. Stratus is the symbol SSY ask -- the symbol GOW Corning is up. Eighteen cents right now you know Ryan and I just think. According is it that really interest in -- it's it's based in Corning New York -- to drive through them a way to Canada. And you know as scoring goes so goes upstate new York and it's it's a big contributors the upstage your economy. Up next we're gonna talk about credit card delinquencies they're down Eileen -- is gonna report on that. Credit card delinquencies on the decline that's our next top.