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.
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