RUSH TRANSCRIPT Welcome back ░░░░░░░░ are in a better ░░░░░░░░ this afternoon Let s ░░░░░░░░ about our trader for ░░░░░░░░ stock lunch CNBC pro ░░░░░░░░ out today with a ░░░░░░░░ of the most oversold ░░░░░░░░ Could they be due ░░░░░░░░ a traders bounce or ░░░░░░░░ an investor s bounce ░░░░░░░░ don t know We ░░░░░░░░ asked them to select ░░░░░░░░ few names from that ░░░░░░░░ That list Let s ░░░░░░░░ in Brian Vendig He ░░░░░░░░ president at mjp wealth ░░░░░░░░ Brian it s great ░░░░░░░░ have you here today ░░░░░░░░ The first one is ░░░░░░░░ the mystery stock We ░░░░░░░░ just teased delta down ░░░░░░░░ than 20 this month ░░░░░░░░ bad for the airlines ░░░░░░░░ Are you buying it ░░░░░░░░ Yeah We think delta ░░░░░░░░ caught up pretty hard ░░░░░░░░ this growth scare And ░░░░░░░░ s a lot of ░░░░░░░░ And I got to ░░░░░░░░ that line for an ░░░░░░░░ stock When we think ░░░░░░░░ the company fundamentally It ░░░░░░░░ a pretty robust revenue ░░░░░░░░ for 2025 That would ░░░░░░░░ better than the prior ░░░░░░░░ Price to earnings multiple ░░░░░░░░ a forward p prospective ░░░░░░░░ about seven which is ░░░░░░░░ attractive Plus I think ░░░░░░░░ consumer is not dead ░░░░░░░░ we saw from the ░░░░░░░░ sales numbers this morning ░░░░░░░░ consumers are looking for ░░░░░░░░ experience with those great ░░░░░░░░ an from an air ░░░░░░░░ as well as mobile ░░░░░░░░ And lastly you factor ░░░░░░░░ any changes in oil ░░░░░░░░ going down in the ░░░░░░░░ That s also going ░░░░░░░░ help The margin for ░░░░░░░░ stock Might be a ░░░░░░░░ bit harder to find ░░░░░░░░ stocks today with the ░░░░░░░░ up 510 now But ░░░░░░░░ at lululemon It s ░░░░░░░░ today but down about ░░░░░░░░ in the past month ░░░░░░░░ said you also like ░░░░░░░░ one Brian Yeah I ░░░░░░░░ it goes back to ░░░░░░░░ comment about that retail ░░░░░░░░ number that we saw ░░░░░░░░ we saw growth and ░░░░░░░░ good presence in the ░░░░░░░░ numbers in the in ░░░░░░░░ retail sales And with ░░░░░░░░ consumer still spending lulu ░░░░░░░░ really leaning in on ░░░░░░░░ online presence And we ░░░░░░░░ in some analysts notes ░░░░░░░░ morning that having a ░░░░░░░░ breadth and more exposure ░░░░░░░░ some social media channels ░░░░░░░░ really helped to support ░░░░░░░░ And I think the ░░░░░░░░ for lulu Plus you ░░░░░░░░ they had a really ░░░░░░░░ year last year And ░░░░░░░░ think those comparisons might ░░░░░░░░ a little bit better ░░░░░░░░ we go through 2025 ░░░░░░░░ you like delta You ░░░░░░░░ lulu Another one on ░░░░░░░░ list is accenture Are ░░░░░░░░ buying that one as ░░░░░░░░ Well no I think ░░░░░░░░ is one You got ░░░░░░░░ take a little bit ░░░░░░░░ a step back I ░░░░░░░░ the stock s been ░░░░░░░░ much flat for the ░░░░░░░░ three years And also ░░░░░░░░ lot of people have ░░░░░░░░ invested in the stock ░░░░░░░░ that it spending is ░░░░░░░░ to result in more ░░░░░░░░ revenue where accenture obviously ░░░░░░░░ really well regarding integration ░░░░░░░░ software and services around ░░░░░░░░ of their larger consulting ░░░░░░░░ But at the end ░░░░░░░░ the day there s ░░░░░░░░ lot of macro noise ░░░░░░░░ we all know and ░░░░░░░░ can really cause companies ░░░░░░░░ take a closer look ░░░░░░░░ their it spending and ░░░░░░░░ Depending on how these ░░░░░░░░ policies play out So ░░░░░░░░ think in the short ░░░░░░░░ this is one to ░░░░░░░░ and just be a ░░░░░░░░ bit more cautious on ░░░░░░░░ we get a clearer ░░░░░░░░ of some of those ░░░░░░░░ decisions So let s ░░░░░░░░ a step back and ░░░░░░░░ at the broader market ░░░░░░░░ re seeing this nice ░░░░░░░░ melt up right now ░░░░░░░░ 512 1 2 plus ░░░░░░░░ on the dow That ░░░░░░░░ encouraging You talked about ░░░░░░░░ the economic policies We ░░░░░░░░ seeing a little bit ░░░░░░░░ a bounce back Friday ░░░░░░░░ today Where do you ░░░░░░░░ we go from here ░░░░░░░░ I still think in ░░░░░░░░ short term it s ░░░░░░░░ for me to say ░░░░░░░░ the next 30 days ░░░░░░░░ re probably going to ░░░░░░░░ in some sort of ░░░░░░░░ because we need to ░░░░░░░░ a little bit more ░░░░░░░░ what s going to ░░░░░░░░ constructed in Congress around ░░░░░░░░ policy But also we ░░░░░░░░ to know really what ░░░░░░░░ reciprocal tariffs mean on ░░░░░░░░ 2nd Now if policies ░░░░░░░░ t go to extremes ░░░░░░░░ really still think earnings ░░░░░░░░ going to be that ░░░░░░░░ for the market And ░░░░░░░░ think as you look ░░░░░░░░ where value stocks and ░░░░░░░░ stocks are right now ░░░░░░░░ a little nibbling makes ░░░░░░░░ as you think about ░░░░░░░░ from a longer term ░░░░░░░░ Eamon Yeah Brian I ░░░░░░░░ you re right I ░░░░░░░░ the question is April ░░░░░░░░ when will the White ░░░░░░░░ take the lid off ░░░░░░░░ those tariffs How much ░░░░░░░░ they preview Or are ░░░░░░░░ going to surprise the ░░░░░░░░ entirely on April 2nd ░░░░░░░░ a brand new set ░░░░░░░░ tariffs that they haven ░░░░░░░░ sort of prepared the ░░░░░░░░ for in the days ░░░░░░░░ of that So one ░░░░░░░░ question I have is ░░░░░░░░ early are we going ░░░░░░░░ see what the final ░░░░░░░░ is Brian Vendig thank ░░░░░░░░ so much for your ░░░░░░░░ today and a couple ░░░░░░░░ stocks to buy and ░░░░░░░░ you can recap every ░░░░░░░░ stock lunch anytime you ░░░░░░░░ Scan the qr code ░░░░░░░░ your screen. There it