joining me now is decatur capital founder degas wright degas, quality matters when markets are unstable the highest quality stocks out there. what is the disconnect and how do investors navigate that >> what you want to do, dom, in the market, is identify companies with pricing power microsoft, apple those companies you mentioned. you want to look at the gross margin or profit which is cost of sales divided by revenue. we talked about inventory. that is part of the cost of sales. you want to see companies that have good relative gross profits and gross profits increasing. >> if that is the case, what types of companies do that if you look at companies like microsoft and apple. they supposedly have some of the qualities. yet, they are punished more than the other parts of the market. if you are looking for quality and out performers, what factors and what characteristics do you want to find and what stocks are fitting in terms of the factors? >> great question. you want to fiveidentify the companies with the increased earnings forecast for 2022 those are the companies doing well they are

i don’t know how degas tells me that everything is fine, but they themselves avert their eyes, and i’t well well, are you asleep? let's keep tweeting . he understands your bird language, so he found it so now a second of geolocation for a second give me a sec. here we get the silver dew sanatorium in the century-old pine bar. i don't understand what 's the matter? what's the matter? really spotted can not be? that's how the infection is. i think i know who could have done it. only he alone has my ip-address, the creature is finished. luda there is a new serious matter, serious matter, how can you say that?

degas bien, tal vez no tiene muchos laterales. >> tambiÉn recibe daÑos. carlos: sÍ.daÑo y no estÁ atacando. hay que intervenir un poco mÁs. carlos: sÍ. hay muy poca intenciÓn. >> hay que premiar la pelea como tal. hay que separar, claramente era una posiciÓn que durÓn demasiado. saludo. buena patada. por lo pronto entra bonita. leo: el intercambio es bueno. se le acaba la gasolina. carlos: sÍ, se le ha ido al aire. >> se ve superado y hasta cierto punto muy cansado. la patada debe haber hecho mucho daÑo. carlos: vuelve a agarrarlo por derecha. quiere meterse al terreno. equivoca el combate. leo: tiene que ir a noquear el hombre que usted observa. santiago montreal con poco. pube: la verdad es que ha hecho un gran trabajo. ha hecho bastante daÑo en la zona baja de la pierna quitÁndole movilidad. ahÍ vemos el rostro enrojecido. vamos a ver si edwin sale a buscar la ventaja que necesita o si santiago puede poner la cereza en el pastel. carlos: vamos al tercer episodio. santiago montreal y otra vez demasiado frontal. vea nada mÁs. entra por izquierda. todo tiene una izqu

. >> degas, many diverging calls in the days ahead, we expect it, some want to declare a bottom is in or close. fund strats works with tom lee, selloff does not look complete tuesday's bounce attempt failed to crime over friday's 4068 lows before weakening lower to finish fractionally what kind of signs are you looking for? i'm sure people are asking you clients are asking you what do you think about a bottom are we close what signs should i look for i am sure you're getting those questions. what answers are you getting >> we tell clients you cannot call the bottom. what we're doing is being more conservative we have more cash than we typically have, and we want to focus on quality companies that are profitable that have reasonable valuations, that have expectations of earnings that will be flat or brawn in the environment. that's what we tell our clients. we want to be a discipline, a process through the environment. >> half time headliner, warning that the fed needs to be more aggressive does he think we hit a bottom or close? welcome in jeremy siegel of wharton school in philadelph

there is no way to accept it and degas it on the territory of europe until in the near future he saidand highlight. you want 20 billion as much as you want. but if you don’t want to help, it’s just that those who decide everything understand that it no longer matters , provided that they enter the inflation rates that will unfold by the end of the year. i do not know what will remain there from 40 billion 18 billion. what values ​​will these figures have in reality? after some time? yes? and now, when the president now said that this is the suicide of europe yes , this is not suicide. it's actually murder, because in america it's really just a targeted war to destroy, in fact, europe, and only some of them do not know the industrialists. everyone else sees it. they just don't understand it. this is a deceived country in the same way that ukrainians were made into cannon fodder through propaganda, which means that there is pumping with weapons and so on. also kill. dear friends, i am pleased to invite you to our next the release of the author's program besogon tv when the case is reall

and also monesizan matisse degas picasso it turns out that he also brought shchukina opened it.t painting of a lady, advice, yes, and writes that he looked at her, felt that the glass was full of broken order, in my opinion, 40 things are so special in shchukin's collection. morozov will buy three things - a portrait, a valar, a girl, our ball, arlekino of his girlfriend, moroz's collection. now he is preparing for a large-scale exhibition, and in the cabinets of the department drawings rest kandinsky's watercolors are one of the most valuable things, and in the collection insurance estimates for these watercolors exceed one million euros. these are the very famous positions of kandinsky which is called one voice. it was made under the influence of a telephone conversation with a stranger. uh, this stranger was the future wife of kandinsky, not andrey's collection of pushkin's is so large that it does not fit, neither exhibition halls, nor in the storeroom around the mansion for many years. the museum quarter is being built on volkhonka. it's now that i would say what i dream ab