Transcript:
Max Keeler: Final pairing for the first round, this is Titanium Metals vs. iRobot (IRBT +0.00%).
David Gardner: So first of all, I think I say this every time, every podcast, but I love the Battle Royale because I'm a gamer anyway, but I love taking two completely disparate stocks, companies, and bounce them against each other. In the end, by the way, I'm an Amazon shareholder, not an MXP Semiconductor shareholder, so I'm not, in the end, sure of anything that I'm saying here. I'm just kind of looking next 12 months. That's the game we're playing and asking, Which do I think will outperform the other?
So Titanium Metals, and the; I'm sorry, Max. I'm getting slow in my old age, turning 46 this coming month.
Max: Oh, wow.
David Gardner: What's competing?
Max: IRobot.
David Gardner: Oh, iRobot. Okay, good. So as I just think about the year ahead, and I wonder where does a company like iRobot, which in my mind has been an interesting company, but sadly a perennial underperformer. I mean we first recommended this stock in January of 2006. As of now, it's down over 20% from that price; the market over that time, up about 20%.
How could I favor that company, as much as I still find myself interested in it and believing in its future, how can I favor it over Titanium Metals, which is a surer bet. Obviously a big titanium play in a world where lots of people from the Dreamliner on are incorporating titanium into the future models of airplanes, but then again it's in our golf clubs and all the rest, so I would just say that I have a surer feeling based on past performance about time TiMet than I do about iRobot, so let's green light TIE to the second round.
Max: Okay.
