full transcript (not mine,taken fron someone on yahoo)...... LP=top pick!!!
CNBC's show, "Taking Stock," at about 5:45 P.M., today.
Maria Bartaromo - "Joining us today, is Brian Clifford, portfolio manager of the Sun America Growth Opportunity Fund, with Sun America Asset Management. Among the stocks, Brian likes today [graphic shows on screen, LPTH is at the top of these 3 - Lightpath Technologies (LPTH), Serono (SRA), Marine Drilling (MRL)] Lightpath Technologies [Maria said it, with a coy, knowing inflection, it seemed to me]. Take a look at Brian's top picks, from the last time he was here [another graphic] CRGN, MRL & PKI. [Maria discussed them, very briefly, without any word from Brian Clifford, as of yet].
Then Maria said, "Very nice performance there, Brian."
Brian Clifford - "Well, thank you, Maria."
Maria - "You mentioned, Light, uh, Path, before we went to the, uh, break. What do you like about this stock?"
[a graphic of Lightpath Technologies chart performance shows on the screen, with Brian Clifford's image, just to the right, as he speaks about Lightpath, in real time.]
Brian Clifford - "Lightpath, we uh, we think we're early on this one. This is a component supplier to the fiberoptic industry. We've heard a lot about it, how tight these guys are in capacity. Lightpath is delivering solutions to help them out. Some marquee customers include Corning, Lucent, uh, etcetera, uh, and we think, you know, Lightpath is under-owned, under-followed, and we think we're rolling. It's going to be a great stock to own.
Maria - "Let's take some caller's. Judy, you're on the air, with Brian Clifford. What is your question, please." |
