Bill Baruch and Jannis Meindl on what to make of today's GDP print another Fed policy decision next week. Bill and Jannis also share 3 actionable stock ideas: 1.) A life science stock with analytics & equipment products, 2.) A railway stock after a disappointing earnings report, and 3.) A Natural Gas export play amidst Asia-Europe demand competition.
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We provide free access to the episode's chart-pack, including all of the data discussed.
0:00 - Strong GDP Ahead of the Fed
5:07 - Thermo Fisher & Life Science Trends
10:12 - CSX & Railway Transportation
14:54 - Cheniere Energy & Gas Export Trends
Bill Baruch is the founder and CEO of Blue Line Capital. All opinions expressed by Bill and podcast guests are solely their own opinions and are not intended to provide specific advice or recommendations. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Understand your financial condition before investing. Blue Line Capital, its staff, or its clients may maintain positions in the securities discussed in this podcast.
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