Sully and Russ welcome Brent Wilsey of Wilsey Asset Management, Kristin Bentz the President of Talented Blonde LLC/Executive Director of PMG Venture Group, and Cyril Moreau the CEO of COREwafer Industries to the show. Brent Wilsey shares ...See moreSully and Russ welcome Brent Wilsey of Wilsey Asset Management, Kristin Bentz the President of Talented Blonde LLC/Executive Director of PMG Venture Group, and Cyril Moreau the CEO of COREwafer Industries to the show. Brent Wilsey shares his investing philosophy with the guys. He says to buy good, solid companies while looking at earnings and cash flow, compared with industry averages. Also, look at balance sheet, and likelihood of profit. A great question to consider is "would you buy the whole company?" If not, don't buy the stock. Kristin Bentz shows why she was the only person that predicted poor holiday sales season. She explains that January is clearance month and usually little going on, and allegedly there has been some drop in gift cards and teen retail. Bentz predicted a flat to down retail sales figure because much of the management is out of touch of the youth market. Furthermore technology is now more important as a fashion statement and because of this, the area to now follow is the luxury consumer market. Finally Cyril Moreau of COREwafer Industries joins the guys for the final segment. COREwafer is a holding company and the leader in semiconductor industry diagnostics. CW industries has 1500 customers between U.S. and Asia and holds that their future is acquisition of more technology companies. Mr. Moreau highlights that semiconductors are a large market and acquire $20 billion in revenue. Written by
Stephen Prendergast
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