Battle Royale: IPG Photonics vs. Open Table

Updated

Listen to the Battle Royale, a regular feature in our Supernova premium service where Fool co-founder David Gardner pits two stocks against each other. Which one will emerge victorious?


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Listen to the next battle.

Transcript:

Max Keeler: Our first pairing is IPG Photonics vs. Open Table .

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 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 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 forward.

Max: Okay.


The article Battle Royale: IPG Photonics vs. Open Table originally appeared on Fool.com.

David Gardner owns shares of OpenTable and IPG Photonics. Max Keeler owns shares of OpenTable. The Motley Fool recommends IPG Photonics and OpenTable. The Motley Fool owns shares of IPG Photonics. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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