THREE STOCK LUNCH. AND HERE WITH OUR TRADES, DAVID, CIO AT THE BONNSON GROUP. FIRST UP, YOU HAVE NVIDIA EARNINGS. WE TALKED A BIT ABOUT THAT. ON DECK TOMORROW THE SHARES UP MORE THAN 1% TODAY AHEAD OF RESULT. WHAT'S YOUR TRADE ON NVIDIA? >> WELL, WE'VE BEEN A SELL FOR A LONG TIME IN THE SENSE THAT WE JUST BELIEVE THE VALUATION ISSUE IS INSURMOUNTABLE. IF THE COMPANY EXECUTES PERFECTLY FOR YEARS TO COME, WHICH, OF COURSE, THEY WILL NOT, THIS STOCK IS OVERPRICED. AND IT'S 1999 CISCO LESSON FOR ME. A LITTLE BIT OF PTSD. I THINK TYLER REMEMBERS THAT ERA WELL. AND I WILL SAY THAT NVIDIA SEEMS TO ME TO BE CISCO OF THE NEXT GENERATION. >> VERY INTERESTING. I MEAN, I THINK OF THE STOCK THAT I ASSOCIATE WITH THE 19 -- THE LATE 1990s IS CMGI. JUST WENT UP AND UP AND UP. BUT NVIDIA IS A REAL BUSINESS. I DON'T KNOW THAT CMGI EVER REALLY WAS. NVIDIA IS A REAL BUSINESS. YOU'RE NOT BIAS, BUT YOUR PORTFOLIO MANAGEMENT STYLE IS, WHAT, TO CHASE DIVIDEND GROWERS OR WHAT? >> IT'S TO PURSUE DIVIDEND GROWERS AND TO HOLD COMPANIES THAT HAVE THE FREE CASH FLOW THAT IS SUSTAINABLE AND GROWING AND THEN THEY ARE DISTRIBUTING MORE AND MORE OF THAT TO THE OWNERS OF THE BUSINESS OVER TIME. AND SO IT IS A BIAS, BUT IT'S EMBEDDED IN OUR PHILOSOPHY OF INVESTMENT. IN A COMPANY LIKE NVIDIA GENERATES PLENTY ENOUGH FREE CASH FLOW THEY COULD BE MORE THAN A 0.4% DIVIDEND PAYER. BUT I THINK YOU'RE EXACTLY RIGHT, TYLER. CMGI IS NOT THE ANALOGY I WOULD MAKE TO NVIDIA. NVIDIA IS A WILDLY SUCCESSFUL COMPANY. SO WAS CISCO. FOR 25 YEARS. CISCO HAS GROWN EARNINGS AND REVENUES AND EVERYTHING ELSE. IT'S JUST THAT THE STOCK NEVER GOT BACK TO WHAT IT WAS IN THE BUBBLE. IT'S A PEER VALUATION PROBLEM. >> ANOTHER SUPER HOT STOCK AND THAT WOULD BE ELI LILLY. WHAT DO YOU SAY HERE AND WHY? >> 117 TIMES EARNINGS ON THE DRUG COMPANY IS PRETTY RICH. THEY ALSO ARE AT A YIELD LESS THAN HALF A PERCENT. BUT UNLIKE NVIDIA, LILY HAS A HISTORY OF BEING A GREAT DIVIDEND GROWER. NOW GENERATING MORE CASH FLOW OFF OF THIS WILDLY SUCCESSFUL WEIGHT LOSS DRUG AND PAYING OFF 20% OF EARNINGS AND DIVIDEND. IT JUST BOGGLES MY MIND. THEY'RE NOT GROWING THE DIVIDEND. THE YIELD IS TOO LOW. LOOK, THEY'RE A VICTIM OF THEIR OWN SUCCESS. THE STOCKS TRIPLED IN THE LAST YEAR AND A HALF. SO IT'S BEEN A GREAT THING TO OWN, BUT NO, WE DON'T BELIEVE IT CAN BECOME THE ROBUST DIVIDEND GROWER THAT WE LIKE TO OWN. >> FINALLY SHARES OF PARAMOUNT GLOBAL FALLING BECAUSE OF THE BUYOUT DRAMA COMING TO AN END HERE. LOOK AT THOSE SHARES OFF 5.5%. EDGAR WALKING AWAY FROM THE BIDDING WAR ALL BUT CONFIRMS THAT SKY DANCE MEDIA WILL BECOME THE NEXT OWNER OF THE COMPANY. HOW ARE YOU TRADING PARAMOUNT? >> WOULDN'T TOUCH IT WITH A 10 FOOT