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Transcript:
Max Keeler: Our first pairing is IPG Photonics (NASDAQ: IPGP ) vs. Open Table (NASDAQ: OPEN ) .
David Gardner: Okay, so these two companies are both admired companies of mine, and I believe I own shares of both. I say "I believe" because I have about 35 stocks. They don't change that often, but it's enough that I can't always remember exactly which ones I have and which ones I don't. As you know, Max, anybody can check our Motley Fool Profiles and see what you have or what I have, and that's always how it's been at Fool.com.
If I have to pick over the next year, because that's kind of how I think about Battle Royale, one of those stocks over the next year, I think I'm going to select; I mean I really, truly believe that both will do well and they'll both beat the market, but because Open Table (NASDAQ: OPEN ) is a little bit more out of favor, it got sold off badly and beaten up. I think it briefly touched a hundred dollars a share, so just because I think it has a little bit more room to rebound. I mean anybody who owns IPG Photonics (NASDAQ: IPGP ) will be saying and jumping forward saying, Hey! That one's down too, Dave, and I agree. So this is a really interesting pairing because they're so similar in my mind, even though their businesses are very different. Let's move Open Table (NASDAQ: OPEN ) forward.
Max: Okay.
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