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
And drop his las vegas show facade. Vinny how we doing, guys . Im the coconut man. Ukulele and the hat and the coat and the beads. Hey, its not just some schtick. Lemonis are you aware that some people see it as that . Im marcus lemonis, and i risk my own money to help businesses. I love investing in american businesses. These people are here because they care. Its not always easy, but i do it to create jobs, and i do it to make money. Do we have a deal . Vinny we have a deal. Lemonis lets rock and roll. Man yeah lemonis this is the profit. Vinny fresh coconut we got fresh coconuts right here lemonis in 2016, Vinny Zaldivar launched cocotaps, pioneering a new way to get the juice out of a coconut. Its extremely popular with the las vegas vacation crowd, including me. Vinny open it. Drink it. Its really good for you. Lemonis but i want to see if this is a product that will appeal to the mass market. The coconutwater craze is huge, and if i can tap into this, well, i can make a ton of mo
And drop his las vegas show facade. Vinny how we doing, guys . Im the coconut man. Ukulele and the hat and the coat and the beads. Hey, its not just some schtick. Lemonis are you aware that some people see it as that . Im marcus lemonis, and i risk my own money to help businesses. I love investing in american businesses. These people are here because they care. Its not always easy, but i do it to create jobs, and i do it to make money. Do we have a deal . Vinny we have a deal. Lemonis lets rock and roll. Man yeah lemonis this is the profit. Vinny fresh coconut we got fresh coconuts right here lemonis in 2016, Vinny Zaldivar launched cocotaps, pioneering a new way to get the juice out of a coconut. Its extremely popular with the las vegas vacation crowd, including me. Vinny open it. Drink it. Its really good for you. Lemonis but i want to see if this is a product that will appeal to the mass market. The coconutwater craze is huge, and if i can tap into this, well, i can make a ton of mo
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Vinny i came right back here. Lemonis . To learn, vinny. And drop his las vegas show facade. Vinny how we doing, guys . Im the coconut man. Ukulele and the hat and the coat and the beads. Hey, its not just some schtick. Lemonis are you aware that some people see it as that . Im marcus lemonis, and i risk my own money to help businesses. Im not gonna write a check for somebody that doesnt have their act together. Its not always easy, but i do it to create jobs, and i do it to make money. Do we have a deal . Vinny we have a deal. Lemonis lets rock and roll. Man yeah lemonis this is the profit. Vinny fresh coconut we got fresh coconuts right here lemonis in 2016, Vinny Zaldivar launched cocotaps, pioneering a new way to get the juice out of a coconut. Its extremely popular with the las vegas vacation crowd, including me. Vinny open it. Drink it. Its really good for you. Lemonis but i want to see if this is a product that will appeal to the mass market. The coconutwater craze is huge, and