let's get right to today's three stock lunch and here with our trades David bonson CIO at the bonson group first up you've got Nvidia earnings we've talked a bit about that on Deck tomorrow the shares up more than a percent today ahead of results what's your trade on Nvidia well we've been a cell for a long time in the sense that we just believe the valuation issue is insurmountable uh if the company executes perfectly for years to come which of course they will not uh the stock is overpriced and it's 1999 Cisco lesson for me a little bit of uh PTSD I think uh Tyler remembers that era well and I will say that Nvidia seems to me to be uh Cisco of the Next Generation very interesting I mean I I I think of the stock that I associate with the 19 uh the late 199 is cmgi it 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 B you're you're not bias but your uh portfolio management style is what to chase dividend Growers or what it is 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 that they could be more than a 0 point 4% dividend payer but um I think you're exactly right Tyler cmgi is not the analogy I'd make to Nvidia Invidia 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 pure valuation let's move on to another super hot stock and that would be Eli Lily what do you say here and why uh 117 earnings on a on a drug company it's pretty rich they also are at a yield that's less than half a percent but unlike Nvidia Lily does have a history of being a great dividend grower now they're generating more cash flow than they've ever generated off of this you know wildly successful weight loss drug and they're paying out 20% of earnings in dividend it just boggles my mind uh they're not growing the divid ended 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 we have shares of Paramount Global falling because of the buyout drama coming to an end here look at those shares off 5 and a half% Edgar brontman Jr walking away from the bidding war which all confirm all but confirms that sky dance media will be the next owner of the company so how are you trading Paramount uh wouldn't touch it with a 10-ft pole watch the do documentary on this drama someday but don't buy the stock David Bronson thank you so much for being with us today