Say Hello to My Little Portfolio: Tony Montana's Take on Stocks That Don't F*** You Over

The World is Yours and Netflix Too

Listen up you punks. Victoria Greene from G Squared she's talkin' about Netflix. See this broad she gets it. This ain't no chump change understand? Netflix they're makin' moves see? Even with that PE ratio lookin' like somethin' outta a bad dream she says "Bulls don't die from a big PE." She's right you know. These streaming guys they're runnin' the show now. Linear TV? Forget about it. It's goin' down faster than my patience with Sosa's double crossin' ass. And this ad revenue? She's sayin' it's gonna be $10 billion? I like the sound of that. "Everybody wants to be rich" right?

Johnson Controls: HVAC My Friend

Now we got this guy Amit Mehrotra from UBS talkin' 'bout Johnson Controls. Commercial HVAC see? That's where the party's at. All these data centers need power and power's gettin' pricey. So fixin' up the HVAC? That's like buyin' low and sellin' high you know? Mehrotra's sayin' it's a top pick. They got this consensus overweight rating and a $105 price target. That's a lotta coke money my friend. And if he likes 3M and Honeywell too? Well maybe he's not so stupid after all. I always tell people "I'm Tony Montana you FUCK with me you FUCK with the best!". You gotta move the right way in this business.

Midcaps: Not So Little Anymore

Alan McKnight from Regions Asset Management he's all hot and bothered for midcap companies. These midcaps they ain't keepin' up with the S&P 500 but McKnight thinks they're gonna catch up. He's talkin' 'bout earnings growth balance sheets... All that jazz. I don't understand half of that but what he means is these companies are undervalued like Manny before I took him in you understand? I always take the chance to get the best in the deal. He said "For those companies in the midcap space that have solid balance sheets that have good earnings growth on par with what we are looking at in large cap they should start to receive a garner a valuation that is more akin to what their large cap peers are receiving.". See these midcaps gotta get the respect they deserve just like me when I walked into that Babylon Club.

The Price is Wrong B****!

The S&P 500 is flexin' at 23 times forward earnings while these midcaps are hangin' back at 16 times. That's like sayin' I'm sellin' my product for half price. NO WAY! McKnight's point is these midcaps are gonna rise up you understand? They're gonna get their piece of the pie just like I did. He's right you know. You gotta see the opportunity even when it's starin' you right in the face. "I'm Tony Montana! You think I get where I am today by sayin' no to things?"

Money Power Respect and Streaming

So there you have it my friends. Netflix Johnson Controls and these midcap companies. Keep your eyes on them. Do your homework. And remember what I always say "In this country you gotta make the money first. Then when you get the money you get the power. Then when you get the power then you get the women." And maybe just maybe you'll end up livin' like a king just like me... Before everything went to shit. Just "Say 'hello' to my little friend!". Don't be scared my friend take the risk!

The World is Yours

Remember the world is yours but you gotta fight for it! So go out there make some money and don't let anyone screw you over. And if they do? Well you know what to do. Now go get the money and tell me later "I'm good Tony I'm good"