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What is behind this a rally . Can it continue . Good morning, gentlemen. Paul, ill start with you. Valuations getting stretched here im a little bit worried about the valuations in tech, and ive been at this game a long, long time. Fundamentals are okay. Fundamentals might even be accelerating a tad from last year but when you take a look at the valuations of some of the marquee names that you mentioned in the teaser, particularly tesla and apple, im worried interesting okay joel, how about you . Given some of the names we just mentioned, in your coverage universe, what do you like the most at these levels good morning. Thanks for having me on. Obviously with tech you want to be a lot more selective and who the winners and losers are going to be. I think apple is to the upside, but 13 times to 24 times the span of 12 months is getting a little rich. I think the 5g hype could get a little ahead of itself, especially 5g as a utility is limited in the foreseeable future i look for names i ....
A year of quality for our company is , first of all, the continuation of the production of our products with a high quality standard. I came here a long time ago, about 8 years ago, i worked in a numerical control area. Only 2 years, my responsibilities include making case rings, lids, watches, there was some little dream of making something that people use, that people they will love what i use myself every day, we have kept the full production cycle. Having our own movement, we produce both quartz and mechanical watches, over the past year we have sold our watches to more than 52 countries around the world, the company is developing a lot over time, a watch is a highprecision instrument, it consists of 120 designs, that is, if one of the designs will be made poorly, of course the clock will either rush or lag, we would all like the time to be always an accurate product. Hello, what news became bombs, who launched them, why, we are talking about this today, but before moving on to the ....
Hello, which ones . The news became bombs, who launched them why, we are talking about this today, but before moving on to the facts , andrei petrovich, it doesnt seem that there is a smell of a new big war in the world, well , look, everywhere from every iron today they say that the third world war has already begun, others say that the third world war is on the way threshold, the fourth say, you know, a hybrid war is being waged, somewhere a proxy war, that is, there are so many wars that are either being waged around us or not being waged, well, for the common man in the street. Its very, very difficult to figure it out, yes, yes, well figure it out, but isnt there a feeling, that right now they are truly preparing for something, without any doubt, let s say who is preparing, firstly, and what is being prepared against us, in general, if we take it on a planetary scale, all this is being prepared, and the greatest evil is today is globalism, when everyone is one size fits all, where ....