RUSH TRANSCRIPT Liz closing ░░░░░░░░ we re about six ░░░░░░░░ away take two interactive ░░░░░░░░ is falling at the ░░░░░░░░ by 4 It is ░░░░░░░░ the lows of the ░░░░░░░░ This after bloomberg reported ░░░░░░░░ it s highly anticipated ░░░░░░░░ theft auto 6 game ░░░░░░░░ be possibly delayed The ░░░░░░░░ is at the very ░░░░░░░░ of both the S ░░░░░░░░ and the NASDAQ All ░░░░░░░░ well landing big contracts ░░░░░░░░ matter what the industry ░░░░░░░░ translate to bigger earnings ░░░░░░░░ defense company rhine metal ░░░░░░░░ hitting all time highs ░░░░░░░░ the company unveiled a ░░░░░░░░ 2 9 billion order ░░░░░░░░ the German government for ░░░░░░░░ troop carriers Our countdown ░░░░░░░░ says the war in ░░░░░░░░ could push this stock ░░░░░░░░ and certainly help the ░░░░░░░░ for it We have ░░░░░░░░ Michael landsburg This is ░░░░░░░░ a name familiar to ░░░░░░░░ of our viewers You ░░░░░░░░ here to uncover what ░░░░░░░░ a real gem rhine ░░░░░░░░ Institutional owner ship in ░░░░░░░░ U S is less ░░░░░░░░ 1 Nobody really knows ░░░░░░░░ Everybody is familiar with ░░░░░░░░ S Defense companies and ░░░░░░░░ have done well We ░░░░░░░░ looking at a pure ░░░░░░░░ going on in Europe ░░░░░░░░ have obviously a auto ░░░░░░░░ division which has done ░░░░░░░░ no question about that ░░░░░░░░ the munitions and defense ░░░░░░░░ is fantastic Armored vehicles ░░░░░░░░ also weapons themselves I ░░░░░░░░ is going to be ░░░░░░░░ gameplan going forward with ░░░░░░░░ and Ukraine We ll ░░░░░░░░ to replace equipment that ░░░░░░░░ been used destroyed et ░░░░░░░░ It will probably come ░░░░░░░░ more of the form ░░░░░░░░ some of these things ░░░░░░░░ Russia continue its to ░░░░░░░░ well people like Germany ░░░░░░░░ to make sure they ░░░░░░░░ enough weapons defend themselves ░░░░░░░░ I can hear our ░░░░░░░░ xm 113 what is ░░░░░░░░ ticker since I m ░░░░░░░░ Hnmby rhine metal Big ░░░░░░░░ the help the earnings ░░░░░░░░ help the stock you ░░░░░░░░ a bunch of names ░░░░░░░░ including synopsys has a ░░░░░░░░ of of news because ░░░░░░░░ is one of the ░░░░░░░░ companies for the a ░░░░░░░░ chips Talk about the ░░░░░░░░ when it comes to ░░░░░░░░ propelling these stocks even ░░░░░░░░ They may be down ░░░░░░░░ mostly but they have ░░░░░░░░ freight runups What I ░░░░░░░░ about synopsys Liz you ░░░░░░░░ a two pronged approach ░░░░░░░░ have the safety of ░░░░░░░░ design business that keeps ░░░░░░░░ along and you have ░░░░░░░░ a I kicker as ░░░░░░░░ complex There are very ░░░░░░░░ companies that can do ░░░░░░░░ business Synopsys a lot ░░░░░░░░ smart people smart engineers ░░░░░░░░ get a freebie of ░░░░░░░░ consistent business that plugs ░░░░░░░░ As chips get more ░░░░░░░░ competitors go away and ░░░░░░░░ seem to be able ░░░░░░░░ gain more market share ░░░░░░░░ I look at o ░░░░░░░░ this is an auto ░░░░░░░░ company This is an ░░░░░░░░ company It doesn t ░░░░░░░░ anything to do with ░░░░░░░░ the tech talk everybody ░░░░░░░░ all geeked up about ░░░░░░░░ are you picking this ░░░░░░░░ Where do you see ░░░░░░░░ earnings opportunities to move ░░░░░░░░ stock upward northward They ░░░░░░░░ it is the anti ░░░░░░░░ stock It is do ░░░░░░░░ yourself stock They have ░░░░░░░░ good business between do ░░░░░░░░ yourself and commercial It ░░░░░░░░ not just do it ░░░░░░░░ home gamers It is ░░░░░░░░ digit eps It is ░░░░░░░░ predictable So much of ░░░░░░░░ techlandscape is not predictable ░░░░░░░░ to have things in ░░░░░░░░ portfolio will keep chugging ░░░░░░░░ making money Things wear ░░░░░░░░ over time It is ░░░░░░░░ of the necessities we ░░░░░░░░ to replace things They ░░░░░░░░ in the driver s ░░░░░░░░ It is duopoly and ░░░░░░░░ We favor o reilly ░░░░░░░░ better growth and valuation ░░░░░░░░ the anti tech stock ░░░░░░░░ is a good way ░░░░░░░░ putting it Up 40 ░░░░░░░░ the past year Very ░░░░░░░░ move We have a ░░░░░░░░ of econ data coming ░░░░░░░░ week Thursday we have ░░░░░░░░ consumer confidence February pends ░░░░░░░░ sales Pce the Fed ░░░░░░░░ favorite inflation indicator comes ░░░░░░░░ What are you expecting ░░░░░░░░ that Michael and how ░░░░░░░░ it play into how ░░░░░░░░ mold your portfolio Yeah ░░░░░░░░ m a believer that ░░░░░░░░ think the Fed is ░░░░░░░░ least the last quarter ░░░░░░░░ inflation pretty much basically ░░░░░░░░ Oil is up crb ░░░░░░░░ oil is up everything ░░░░░░░░ up Things are not ░░░░░░░░ down I don t ░░░░░░░░ it I think it ░░░░░░░░ the other way We ░░░░░░░░ inflation in our portfolios ░░░░░░░░ think inflation will continue ░░░░░░░░ go up We don ░░░░░░░░ look at pce as ░░░░░░░░ I look at headline ░░░░░░░░ I don t have ░░░░░░░░ dropping below three the ░░░░░░░░ year Oil being where ░░░░░░░░ is today gold up ░░░░░░░░ I think that is ░░░░░░░░ environment where things continue ░░░░░░░░ be where the Fed ░░░░░░░░ not want them to ░░░░░░░░ The big question does ░░░░░░░░ Fed raise their inflation