…I just wanted to share with you a conversation, that I had last week with one of our devoted listeners...and I asked her who is your favorite guest? and your name came up first..."
- Joel Elconin, host Benzinga TV
Interview includes Fr. Emmanuel's views on the market, macro-economic issues, and specifically the following securities:
- Hibbett Sports (NASDAQ: HIBB)
- Dicks Sporting Goods (NASDAQ: DICK)
- The Oil and Gas Sector
- Geospace Technologies (NASDAQ: GEOS)
- CGG (NASDAQ: CGG)
- ION Geophysical (NASDAQ: IO)
- Apple (NASDAQ: AAPL)
- Netflix (NASDAQ: NFLX)
- Domino's Pizza (NYSE: DPZ)
Watch the full interview below or click here.
On the Domino’s short:
…I'm amazed it [Domino's] is at $220 per share or something like that…we have a small short stake and we are going to be increasing it again, you can't have a company that borrows... I think they have minus $65 per share in tangible book value, and something like $72 per share in debt, ridiculous numbers, they're basically borrowing to increase the shareholder deficit, by definition that is not sustainable... this thing is a 'house of cards' balance sheet, we'll be shorting it [Domino's] pretty aggressively this year”