the way i thought this process was going to work was we was gonna go to the head of sysco, the head ofhe floor of the grocery store talking to each other about [bleep] each other. lemonis: so how do you get to $10,000 a month and think that you just meet me and we're at the headquarters of sysco, meet me and we're at the headquarters of starbucks? because honestly, i wouldn't take you to sysco or starbucks today 'cause i wouldn't know what i was selling them. and i feel like you're leaping over all these other people to get there, including me, and you're not buying off on the program. and so i'm okay if we shake hands and we move on. james: what makes you think i'm not buying off on the process? lemonis: 'cause you haven't done anything i've asked you to. james: we -- we -- lemonis: where are my cookies? james: we are perfecting your cookies. lemonis: i'm just gonna be the giant [bleep] in the room that's not going to let you skip the steps in between. james: okay. i do want to make that clear that i am understanding -- lemonis: saying to me that sitting in a grocery store on the floo

. >> sysco, cummins and abbvie, why did they jump out?> all three of those names were in the most recent series of morning star dip in yield. there's a technology name, industrial names there and also a health care name all three of those companies have yields, trailing 12-month yields above 2.5%. all of them have dividend payout ratios below 60% and are trading at reasonable p/e valuations if you consider abbvie, a name kr involved in immunology and oncology, they've had growth over the last five years strong names, large cap value names that can provide an attractive level of dividend >> kevin, let's talk about the outside probabilities here if consensus is currently maybe a couple of rate hikes next year, what happens if we get a few months into this and we talk about the need to do a lot more of that or if the spread of a variant means all of a sudden the fed backs away what would you say to a client about what those different outcomes could mean for the performance of dividend stocks >> absolutely. i can't predict the future of covid

eight times earnings and sysco. they're poised well for the recovery in it spending.i like that management great in terms of execution and their orders were phenomenal last quarter >> delano, are there any areas you see opportunity? >> i'm overweight in the big cap tech i think one of the areas we like in the buying recently is microsoft. one of the reasons as far as the big tech cohort, we like it because it's the highest margins. there's difference things in the business model, but they have the higher dividend yield than apple. if you look at the pullback over 5% in the past month, there's opportunities for investors to pick at some of the big tech names. if you look at the six-month performance compared to apple and look at the up side, areas they're looking to grow, we talk about a lot, the cloud area. we're looking at it spend growing. if they're growing there, that presents an up side in the stock. a lot of the smaller bets as well there are vr related bets connected to their gaming platform already it's strong there as well. >> we'll have to leave the conversa

last year we owned three of the dogs, chevron, sysco and verizon.izon came in down 10% but still not a bad track record for those three. headed into 2022, we still like chevron, still on the list we still like verizon, still on the list, we're also picking dow chemical, which is the number one name on the list you don't want to be number one for too long all of these names are well valued, and good things tend to happen to cheap stocks don't believe in the strategy, joe but look for these names for opportunities. >> the first week of january can be important, and you expect the rest of the year, maybe you think the tax loss harvesting is maybe people are winding that down, so maybe we get the santa claus rally this week and the first week of january could be solid that would portend good things for next year you like the markets here? >> i do, at least for the start of next year i think that we've already had enough of a santa claus rally to be above the average up 5% last week, even though we're flat this week we had a successful santa claus rally