Stock Talk - James Early, Motley Fool

All right well we're talking about wedding costs and our text question of the day is how much did you were coming from -- you. Stand on your daughter's wedding you have any favorite text there that yeah they don't want to let go. Don't want it just came in 50 wait saying zero. I helped her body you know. Installing. 151000 dollars septic system -- -- -- colonial -- it's not tell that. -- I think that's Alex does LA so I thought in my dad would do to -- that. Finally says paying for are only three weeks to when he -- it's out western mass and if we held the wedding in Boston that would. Cost to be easily double that's a lot of though are great hey let's go to our next guest is name is James early from the Motley Fool has got a couple stock picks as promised for you. And I got to tell you I've never heard of this first one is symbol Ford has PVD. And James welcome to the show Daria -- great trip and I'm gonna let you are not the name of this company because it's beyond my capability. Look for short it's pretty -- and Chilean company that the back story here is is what really makes investment. It actually was ruled by Augusto Pinochet it was a kind of a ruthless dictator in the seventies yeah. Once Smart think he did was basically go to Milton Friedman and some of the world's leading economists say it looked. We're -- rural country we know what you just tell us what to do will do I'll make sure we do it because I'm the dictator so he said he got to get rid of this. You know kind of pyramid style American Social Security system. Instead privatize it forces everybody to put in 10% of their salary insecurities. To at the end of the day each guy just draws on what the chip debt. So repeat -- they -- -- -- that was one of the initial companies around 1980. It started offering these private pension plans -- these companies are making a lot of money in charge of one point 54%. In season and there's only a handful of companies now they'll make him make pretty good profit yield on eight. 8%. I think there's about 10% upside but the stock. But out at EVE did you say the dividend yield is eight person because I'm looking at it and it's saying it's only three point six. I did. Let me tell you -- the yield for a lot of non US stocks did get pretty butchered by some of like the Yahoo! finance and auto -- yes fields around 8% for the company. All right so in your buying it for what about 81 dollars a share is that correct. That's about what it has not yet I think it's worth at least ninety. While that so you can make 10% in terms of the stock price and you're getting an 8% current dividend I like the sounds of that. Fred you wanna just prefer for listeners that there you do want to hold this probably that in -- taxable account because. Chile will withhold from the dividend but you can file form 1116 in the US -- to get some credit for that. Click okay so if you -- in the higher rate you get hurt is that correct. -- YouTube because you're not tax in the first place or at least initially with that you don't get to offset that with holdings so if you -- to taxable account. And you've got other income you can obsess of the dividend income you could you can offset that. OK now your next one is CK SW this is click software technologies. Tom this a completely different type a company in nine dollar stock. You completely different this was -- by -- -- in the side and he's Israeli scientists was that with the math and physics statistics speak the excuse me. And we all hate to wait for -- the cable -- to give these long windows like between. And 4:30 PM -- way Hollywood they're all day in the guided initial worst outcome. This guy used to do scheduling software for the Israeli Air Force and he took his. His ideas commercial and and basically he he helped businesses reduce these people I waited they call -- -- and -- the windows which helps. Customer satisfaction is saves the company money because they run near there there operate more efficiently to -- and have to wait around much of which is more efficient chopped. Basically this is. Sort of on the more which is -- in the technical which is that it. It tech stocks so to speak at the opera company but it's not it's not glamour tech it's more kind of the bread and butter which which I like on. And they they do about 45% of revenue in the US 45% in Europe elsewhere so it's. Pretty pretty globally diversified to that the CEO and about 7% his wife owns five and a half percent I would say directors are along with are still. And what kind of dividend the ending on that. This is about three and a half percent yield on the -- a little over nine bucks I think it's worth around twelve little but June 20 plus percent return if I'm right. I'm not even if I can't do that produce returns. Any concern about the price to earnings ratio looks a little pricey in 1281. I'm not too worried about the growth materializes. You know I think it's got also like to willing to sell the company is it as a reliever rich offer came in to and it may be for long term investors is not what you wanna hear but they certainly could give us -- -- short term popped it. James thank you very -- time I love your accident -- -- all right that's James early from the Motley Fool joining us today on the financial exchange. -- second -- gave us was click software CK SW. One thing I'll tell you about it's a nine dollar stock right now. The -- on the stock is -- one point 62 in the trading range on that stock over the last 52 weeks. Has been as low seven dollars a share and as high. As thirteen dollars a share. And I know many of you are probably curious about that previous stock that we're talking about this is a fascinating when basically it's a private. Pension provider in Argentina. That has an 8% dividend and in 81 dollar share price. The symbol for that one is he the.