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“Don t know if it s the chinese or the russians. But something is wrong wrong in a state of denmark here. And i ll tell you why you talk any league you remember i won this thing. Two drafts ago.
I can cross my drop italy yesterday s news. Sorry keep it doesn t matter because now that i came in below tim seymour. I should obviously in any league. I would get the first pick when the commissioner sent me this notice last night immediately.
I said. I called muller s office. Said. We need full transparency.
We need an investigation. There s collusion. There s some kind of a problem here and we ve got to air this is just wrong. It s absolutely wrong and i m not the kind of guy that likes to whine no but i m ready to litigate.
But actually kevin you finished one two three four fifth you finished fifth last year. Not not in last place of how many well been in last seiler come on i know it felt like it felt like less to mr. Wonderful. You know a lot of people have been talking here.
Tim that you have a an affinity for cannabis stocks okay. I do although you know we have to be careful about the influence. We re under for this draft in fact i think you know based upon the the move in the and the highs that these stocks are on that may not be my strategy in 2019. Tyler so let s look we ve got a list of 60 stocks including tilray.
The cannabis company and not at 60 stocks and investments you can you can buy bitcoin if you want or you can buy oil kevin. It says in my notes that you and fellow competitor bethenny frankel may include i don t know what s gonna happen. It s going to be a nasty smackdown next thursday when this happens i haven t decided my strategy yet but i know there s something wrong here and i want to tell you something else that i m really i ve got a big beef with i m a dividend adventure. A movie about quality and return of capital.
I don t get my dividends. Included i want a short tilray. I can t do that i m having this traffic. You know i don t want the commissioner to listen to my grievances or muller s gonna be all over them tyler if it s a snowy day at lambeau field or a rainy windy day at the meadowlands.
You ve got to play in the conditions you have out there kevin. I would stop whining and i would bring your a game because teaming up with other teams sounds like a sign of weakness. You know bottom line. Here.
Is this is a unique set of game conditions. We have for the stock draft in fact. It s a limited horizon. If anything you should be trading this like an option and not worry about dividends.
So tim you get three picks you have to hold these from april 25th until january 31st you don t know what s going to be available when it comes up like another kind of draft can you give us any insight into how you re gonna be thinking about the stocks you re gonna pick without giving too much away because we don t know if they re gonna be available. When it s your turn. Anyways mum s the word court and i tell you what i will say so i do have the number one pick this could be my. Andre bruce or tim couch moment.
So i have to be really careful maybe. I ll maybe i ll trade back with kevin in the number five pick who knows. But my tactic typically is to find deep value or names. That have some kind of dislocation.
I would like an event driven story for a 12 month draft especially with something that i think s been trading out of the money. Kevin given your lack of success sorry with blue apron. A year ago. Would you still consider picking one of the newer stage public companies like a pinterest or is this well.
I do not take lyft. I m not taking the blame on blue apron. I m gonna i m gonna blame jim cramer who gave me that idea saying why don t you take a fly bus wow look in the mirror. I he crushed me cramer wiped me out so i m going back to my roots.
I m going deep value my grave concern is the best picks will be gone at the bottom of the list we already know that s an outrage but i m gonna figure out how to crawl back from the basement here and crush see more crush him for this kind of insolence that s what s gonna happen wonder if anybody s gonna pick ge a stock like that to me it s interesting i tell you what scott. We ve had a period for this stock to go through at least the discussion of the transition. You know we know it s not going to happen overnight. But i think there s already been a case where you could see some things happening in the shorin.
But that s the type of a rear aiding story that at least is opportunistic in this environment doctor. Exactly we know so much of this is about timing because two years ago. When when kevin you won one of the stocks that weighed down charles way was amd. It was why he did i think he finished in last place that year in the next year.
The third wreck of nick lowery s choices was amd that was the stock that made him the winner last year. So the last shall be first sometimes i mean lowery put it right through the uprights on that and and i ll say the same thing. The year before valiant was the worst stock in in in the market for the preceding year. And it was the number one performer for me so i think you have to find opportunities.
Here where companies have they re at some inflection point either in the revenue model maybe it s a balance sheet cleanup. Those are the things that will move the most kevin last word to you you make your appeal to the commissioner here with well i m gonna bring my best game obviously. This has become very important to all of us who knew the league would become so important. But i am not planning on losing ever again so they might as well just permanently crit my name on that trophy because i m coming in together don t you re not even gonna touch that thing seymour.
They re not gonna get tears. No. I m very. Personal next.
Thursday at 2 o clock on power lunch you ” ..
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