Skip to main content

About your Search

20090604
20171212
STATION
CNBC 1072
DATE
2012 196
2015 192
2016 192
2014 174
2013 158
2017 156
2010 4
2011 0
SPONSOR
LANGUAGE
Search Results 250 to 299 of about 1,072
CNBC
Jul 20, 2012 12:00pm EDT
there. china, obviously slower. india, also slower. so this affects everyone. no one can really escape from that. >> it seems like when you look at the numbers, processing is bad. >> maybe even a little more specialized on the mobile side, can you widdle down what spaces or sectors, to as tight as you can, are the troubled spots? >> part of the trouble spots is that you have big launches. if we take one of the names that we like, microsoft, they probably have the most important product launch since 1994 when they launched windows 8. windows 8 introduces touch to the pc. you can do that with your smartphones now, with your tablets now, but you couldn't do it with your pc. that's coming up. why would anyone want to buy a portable in front of that? you're going to want to wait. that comes out in october. that makes the pc market pretty tough. the problem here is that the iphone 5 is coming out in the october time period and probably have a new smaller tablet. so demand is going to grow in front of that as people wait. these are specific things that make the near term look tough for a coup
CNBC
Feb 4, 2016 12:00pm EST
internationally and china was one of the areas they were trying to get themselves into a bigger position. i think that strategy is working for linked in, but that doesn't mean that will push the stock higher after the close. should be an interesting earnings call. i'm with josh. i think you stay on the sidelines and wait for the numbers and go through them. >>> let's spend the last minute or part of it talking about go pro. stock is down 90% from its october 2014 high of $98.47. what in the world do you do with this? >> do what you've been doing on this desk, avoiding it. it is a one product consumer company. they botched everything from the marketing, and i just don't there is really a market for it, so they'll come out and talk about, okay, is it going to be bought out, the transition to a media company is off the table. i'm not buying it here. >> if you forget everything else, just remember this one thing, the biggest problem with publicly traded consumer electronics stories, nobody wants to buy a second one and once everyone that wants it has it, it sits in their drawers, they don't
CNBC
Nov 14, 2014 12:00pm EST
bigger in china. that was up 20%. that is the area why i think they are going to attack and that's where i think there is that much more and the margins over there the fantastic. >> from one najarian to another. that means it's time for unusual activity. and when something unusual does happen, one of those guys tries to find it and make money on it. jon -- it is not even in the teleprompter anymore. jon is the co-founder of the option monster. >> it's emc unusual activity. stock is down 27 bucks a share, run up basically to 30 bucks in a month. and then look at what they are buying. betting on upside from there. december 31 calls. look at these calls. and basically you have seen them move up from this area, 20 cents a share -- an option up here to 40. i think they go a lot higher. they have traded nearly three times the open interest, which means these are opening trades. these aren't just somebody coming in and selling out a position they already owned. we ran along with them. i bought them. probably hold two to three weeks because this is december expiration. >> i got a lot of ju
CNBC
Dec 8, 2016 12:00pm EST
about expanding to china as well. the footprint is still extremely small. >> $70 pants? >> i can't afford to shop because i work at morgan stanley. >> we saw earnings. >> you may not work there any more after this. >> i think an aggregate collective market you have to have some exposure in that group. our friend dana, $92 price target on lulu. i like that one better. >> prices are soaring. >> i have no stake in the game but let's get an update in six months. you have to give whoever that is a chance. >> that comment you made you're going to get a race. >> took it to a sell last friday. >> i am a value shopper. >> i understand. >> and i got out earlier so we talked about that a couple weeks earlier. i bought around $40, i sold around $60. i still made money. i never saw a bad day making money. make sure you have your price target and i think you will see some institutional investors getting out between that $70 and $92. >> growth is decelerating rather than accelerating. >> wow. >> how do you do that? judge, it's decelerating, how do you make that claim? >> let me reiterate what i r
CNBC
Dec 18, 2014 12:00pm EST
initiated coverage. good international growth especially in china but early in the space risk is on. >> yes. of course the following the fed day, can't forget too it is an expiration week. and if cashin were here he would say december expiration tend to be one of the more favorable for the bulls. let's get to scott wapner and the half. ♪ >>> welcome to the halftime show. let's meet the starting lineup. stephanie link, josh brown, jon najarian, and robert sechan is with us from ubs, private wealth management. and a baron's top 100 financial advisers and ben willis is on the floor of the new york stock exchange today. prime pick, why one analyst says amazon is his top choice for 2015. he's here live to defend what is a controversial call. pedal to the metal. founders of soul cycle join us on their fast growing business and we did send the traders for a little channel check. >> oh my god. >> that's what we're calling it. we begin with stocks picking up right where they left off following the fed's dovish decision. and if there were any doubt santa claus would show up here he kicked d
CNBC
Dec 18, 2015 12:00pm EST
developed here. forgetting about germany. they have competitive issues with china wr uan. >> in europe it's three years behind america, and it's a burgeoning ecb. fed tighterning. ecb opening, and euro zone equities are cheaper than u.s. equities. non-u.s. equities. the problem is we have to be right twice. we have to be right with the currency. we have to be right with the equity. >> where do you have to be right with the currency if you do it -- if you do hedge funds? we're in the u.s. dollar e-classes. we have 25% europe. >> we are using etdj, e -- the currency hedge non-u.s. equity. >> i just want to point everybody's attention to the very bottom of our screen and the breaking news that we have at the very bottom, which is that martin shkreli, the ceo or now the former ceo of turing pharmaceuticals, he has resigned he and a swra by the name of ron tillys has been named the interim ceo of turing pharmaceuticals. there, of course, the scrum yesterday once mr. shkreli was released from custody after posting $5 million bail returning from that scene right there to his manhattan apartme
CNBC
Feb 11, 2016 12:00pm EST
hike. she mentioned china and other e assets out there. the fed is not look iing the wot part is trying to sit around the table and gain out what could yellen say that would make everything all right. i think there'sfully one clear answer. i think if she said qe. i think people would be skeptical and if she said indicarate cuts, people would be skeptical. >> josh brown, you want to give us what you think the fed chair could say to make i vesters feel better or get what they want. do it concisely. >> i think maybe the fed has gotten to the point that they realize making the markets feel better for 24 hours will not help them achieve their goal. it almost seems like they are letting the markets be the markets and sticking to what they have been saying. i'm not sure that yellen coming oit and saying we're about to do negative interest rates means anything will be fixed in the financial markets. i don't know what she could say other than to give this kind of testimony, get through it. i think i agree with most people here on the desk, less talking outside of this kind of congressiona
CNBC
Apr 30, 2012 12:00pm EDT
commodities. we're going to continue this conversation. i want to get your take on china and i want to get your take on the rest of the world, given you have the front row seat, leadership spot in so many of these commodities in addition to oil. and of course, oil has so many implications. but for now, i'll send it back to the studio. eike, great to have you here. eike batista. and more "closing bell" as we continue our conversation with mr. batista. >> i'll join you for the 3:00 and look forward to your many conversations there. >>> let's bring in tim seymour on the fast line to dig deeper into the brazil trade. timmy, i hope you were listening to that conversation. >> absolutely. >> mr. batista's obviously investing billions in brazil. he sized up the landscape of the economy there. what would you say about investing right now in that market for someone who doesn't quite have as much money as mr. batista does? >> yes, eike batista definitely could be the world's most interesting man, actually, and he's done a fantastic job in infrastructure and resources. but the brazil trade has been ac
CNBC
Dec 29, 2015 12:00pm EST
. that was based on a lot of lackluster clarity around china. >> the stock is trading where it was after that earnings report. that's the opportunity that we're looking for. in the meantime, the financials and the valuations are very compelling. it has $21 billion of net cash and 75 million dollar market cap. that net market cap of $54 billion is roughly ten times this coming year's earnings estimates, which should be a trough. i see a screaming value there. >> do you agree or disagree? >> i agree. i think this one has -- they've taken their focus off of really what got them to where they were with many of the basically new areas that they tried to extend into. i think that has proved to be a mistake as far as the strategy for them. getting back to their knitting and focussing, i think, jim, is exactly right. this is what is going to lift this stock in 2016. >> getting back to their knitting. thank you very much. our respondent's exhibit hedge fund insider, meantime, steve weiss is, tracking the so-called smart money's moves. i don't really like that term smart moans. quite frankly
CNBC
Jun 10, 2014 12:00pm EDT
? what's going on with china? so many unknown of. slowly but surely, picking away, i like slow and steady and boring and i like the values leading and large cap are leading and some of the high fliers have taken a break and i like the rotation we have seen recently into the cyclical sectors because that, to me is confirmation that we are, in fact, getting better. >> you got the grind again. here we are other side of the flat line, 15 points, give or take. we keep pressing toward the 17,000 on the dow and 2,000 on thesome and p. if you're ever going to get excited about the market, maybe now is the time to start to do it even tepor has gone down his checklist. >> tepor, if you remember, was a little -- >> nervous. >> cautious on the market, nervous to quote him and then more bullish. i think the problem with this rally, scott so many people are -- have missed it and been waiting for the pullback, the level that we talked about, 1830, market traded down a few times, now 1950, a lot of people don't want to chase irk don't want to jump in and see a 5, 6, 7% correction. to me right now, i am e
CNBC
Aug 9, 2016 12:00pm EDT
elements going on in china or frankly share buybacks driving the stock price prior. p primark kaw the ftc ruled against the business level in multilevel marketing but the department of labor ruled the thing they sell, which in this case isn't health shakes like everybody else in the industry, it's overpriced financial products, is also illegal. now you have a company with both its business model outlawed and the product it sells effect lively outluoed. sells front-end mutual funds and overpriced life insurance. department of labor law came in said you can't overcharge retail consumers for buying generic financial products anymore. that one and 80% in the u.s. ftc has control. >> how long have you been short that name? primark kaw? >> on and off, five, six months. >> a fairly new investment? by a typical standard. >> yes. haven't been in this space much as all until the last five, six months when we thought the ftc was heating up and maybe a rule wog come out. >> you thought residual impact of what they said about herbalife would have a broader implication on the overall space? >> poss
CNBC
Jun 11, 2015 12:00pm EDT
fed activity that is a catalyst, but it could be anything else. maybe news out of china. it doesn't matter what the catalyst is, think the market is more vulnerable now than it use to be to any. >> why so? >> a lot of people have focused on dealer balance sheets, they're smaller than they used to. i think people don't appreciate quite enough is that the buy side has gotten less diverse. you know it's like there's so much money flowing into the marketplace. you talked about it earlier. the real problem is it's going into mutual funds, life insurance companies and foreign investors. the fed group buyers of corporate bonds into 23 different categories, pension funds, life insurance companies, blah blah. but it's those three that have got all the money. the question is, who's going to take the other side of the trade? because mutual funds tend to get their, they have the same strategy, it's not like they're doing something different. and i think that's the problem. >> some could say hey, you know this sounds a little bit alarmist for our taste. we just interviewed scott mather, the c.i.
CNBC
Sep 4, 2014 12:00pm EDT
to grow, scott. look at the asian markets specifically. the way china mobile traded off of some of what potentially will come from apple. there's a lot of ways you can read through this to say, there has been pent-up demand. waiting. look at some of the iphone numbers and other numbers. you can see why people have been waiting. their ready to pounce and this is great for apple. >> quick, doc. >> as i've said already. >> give me a -- wanted to say something. >> i want to say something. >> if they've got supply issues with sapphire, i mentioned last week, stocks 103. now at 99 and change. i think that could be an issue, if that puts off the launch of the larger iphones, judge, a big rick for apple. the other big risk is that the i iwatch has no traction whatsoev whatsoever. that could happen. some that communicates from wrist to jacket, just as popular at google glass. >> not transporting you to the moon, doc. i don't know what people are looking for. >> samsung's product will connect directly without the phone. if apple's doesn't, this thing is a steaming you know what. >> well, mov
CNBC
Dec 10, 2013 12:00pm EST
western canada. china is now the biggest importer of crude, and that also plays into canadian national in terms of their ability to ship crude to the western ports in canada. >> just a real quick question on canadian national. the stock's had this huge runoff september, from 48 to where it is now, in the mid-50s. trading at 15 times next year. you think they can actually expand that number, you think the top line will grow a lot for 2014? >> you know, we're very long-term oriented trying to look out three to five years, and you're right, on a current basis, it's not particularly cheap. but the stock recently split two for one and they announced the significant buyback, also. we think they're perfectly capable of earning 5.50, $6 a share, over the next five, six years, which i think is a three, four yards and a cloud of dust, where in five years, you'll look back, and say, wow, this stock has given me a compounded annual return in the low double digits which we think will outperform the market. >> jay, great do have you on the show. >> great, good to see you again. >> happy, he
CNBC
Aug 5, 2013 12:00pm EDT
pull back, maybe the 5, 6% and off to the races. europe is improving. china is still a mess. the only question is do they paper over their problems and do we never see except in the multinationals? i am still positive, took my trading positions off and not putting more on yet. >> goldman sachs is out with what you would consider to be a glass half full sort of view and to set the stage for a lengthy period of above trend growth. we get through this little period here and we're going through and then you have above trend growth and glass half full and that means that you would side, would you side with the view that supports the money coming in in july? a record amount of money flowing into u.s. equity funds. >> i side with and i continue to side with buying at these highs because i think further appreciation in the market is going to happen and everyone's expectation is august is going to be a horrific month. if you go back historically, august has been a bad month. >> said that about may, too. >> i continue to see there is going to be tapering in september and the ism services number
CNBC
Feb 15, 2017 12:00pm EST
yourself why are jews called jews? well, the chinese are called chinese because they come from china. the japanese are called japanese because they come from japan. well, justs are called jews because they come from judea. this is our ancestral homeland. jews are not foreign colonialists in judea. unfortunately the palestinians, not only deny the past, they also poison the present. they name public squares in honor of mass murders who murdered israelis and i have to say also murdered americans. they fund, they pay monthly salaries to the families of murderers like the family of the terrorist who killed taylor force, a wonderful young american, west point graduate, who was stabbed to death while visiting israel. so this is the source of the conflict. the persistent palestinian refusal to recognize jewish state and rejectionism, that's the reason we don't have peace. now, that has to change. i want it to change. not only have i'm not abandoned these two prerequisites of peace. they've become even more important because of the rising tide of fan gnat sichl that has swept the middle east
CNBC
Sep 10, 2015 12:00pm EDT
forum taking place in china today. the economic outlook for that country is one of the main topics of conversation. chinese premiere li addressing the participants, the nation's large largest airlines posting an ontime arrival rate up to 72%. and cancellation rate of .9% was the lowest for any july in 21 years. >>> two deaths reported in an outbreak of salmonella linked to cucumbers. federal health officials say 341 people have taken ill in some 30 states. the cucumbers were grown in mexico, distributed by andrew and williamson fresh produce. >>> donald trump said he was talking about gop campaign rival karl karlie carly fiorina's persona. he said look for that, would anyone vote for that the face of our next president? he said he was speaking in a jocular manner. scott, back to you. >> take a look at the markets, give awe quick check of where we are. all over the place, holding on to gains of .33%, for both the dow and the s&p. as i said, the intraday picture has been an interesting one, we're only a few hours into the trading day. take a look at s&p sectors, telecommunication is the
CNBC
Jun 27, 2012 12:00pm EDT
be speaking very ugly terminology to the global economic circumstance. >> yeah. china's a big factor here. >> yes. >> the european factors are an issue here. what do you make of better housing data as of late? good for copper? >> sure, judge. that's why you are having a bump today because the housing numbers were better than people anticipated. if we couldn't have rallied on that, it would have looked very, very bad, indeed. you are getting an oversold bounce, probably nothing more predicated exactly upon those housing numbers that came out. >> southern gentleman himself, thank you so much. >> good to be here. thanks, judge. >> copper? >> stabilize down here but you have freeport trading down at 32. eight times earnings, almost 4% dividend. buy it limbed downside. >> play book for the second half of 2012 is coming up. find out how to play some of the highest flying stocks on the other side of this break. and kept turning the page, this is the next chapter for the rx and lexus. this is the pursuit of perfection. you have to dig a little. fidelity's etf market tracker shows you the big
CNBC
Aug 10, 2012 12:00pm EDT
halftime today. solving the market mystery. europe's still a mess, china is slowing so why are stocks still within striking distance of a four-year high. facebook tidal wave. should investors batten down the hatches ahead of next week's lockup expiration? how big could the wave of selling be? and should you take cover now? trading all the big mores today with john and pete najarian, josh brown and steve grasso. first our top story. the transformation of jcpenney. despite a bigger than expected loss, ceo ron johnson says his plan to turn around the struggling retailer is on track. are you buying what he's selling? wall street certainly seems to be. at least for today. tra traders or you pete? >> i'm not. i'm seeing this just like everybody else, i'm very, very surprised to see it get off. but it was really getting pushed down to the downsid. we were trading underneath $20 a share. this was a bad report though across the board. and then all of a sudden you look over at somebody like nordstrom's, also look at macy's the other day and you can see drastic differences in some of the perform
CNBC
Jun 9, 2014 12:00pm EDT
economy is getting better. and now you have just a very easy policy overseas in europe, you have china stimulating, japan continuing to do their thing. so the right groups are acting the way they should. and i don't know if you'll have this massive correction. e i think you'll tip continue to rotate. >> and i think also as you you march towards the end of the quarter, we're at the halfway point for the year, you're going to get a little bit of a chase in performance. we will be talking about earnings, but exactly what you're seeing in terms of the rotation, we get a little bit of a lift in yields, that's not good for emerging market assets. >> but if we get a lift in yields, that means the economy is doing better and earnings and top line will be better. so multiples at 16 or 17 times are not egregious. >> but i think that takes you back to the u.s.. seems the focus has gone away. >> i'm with pete. i think the biggest threat is the melt up. f. the grind is preferable. so far it hasn't happened yet thankfully. but i do degree if there is something to be worried about, it is in the overa
CNBC
Nov 4, 2015 12:00pm EST
stores. they open their first nine stores in china in swran. they'll have 27 there by the end of the we're. they could really just be getting started. that still might be underappreciated even though the stock has been a winner. >> fed chairman speaks, and the dollar surges. markets on the move. king dollar trades are coming up next because the greenback is shooting higher and the euro. like 108 today. plus, john getting ready to battle over whole foods, and we want you to weigh in on that debate. tweet us at a halftime report. use the _#bull or bear. cast your vote, and a close race for the top trade ner our halftime portfolio challenge. take a look at that. tighter towards the top. you're watching cnbc first in business wordwide. here at td ameritrade, they love innovating. and apparently, they also love stickers. what's up with these things, victor? we decided to give ourselves stickers for each feature we release. we read about 10,000 suggestions a week to create features that as traders we'd want to use, like social signals, a tool that uses social media to help with researc
CNBC
May 7, 2013 12:00pm EDT
half in asia, china, that europe just be stable, and to your point, the key is that the euro not collapse. we think the euro will soften, probably fall to $1.20 or a little less by the end of the year. when it comes to oil, we think it holds up. but construction-oriented commodities like copper, iron ore and processed stuff like steel and aluminum, we're still cautious at least for the summer. >> okay. so you're cautious for the summer, but the second half of the year, don't you think the global monetary easing policy around the world is going to lead to better growth in the second half? and if that is the case, you want to be buying all of the cyclicals including the industrials into that strength. >> that's our view. i just took industrials from overweight to equal weight. spending this summer with banks and technology. i think the dividend growth and the supported valuations, about 13 times earnings at tech, 13 times earnings of financials, that gives me downside protection. certainly cyclicals should lead the way if we get that second half recovery, acceleration in growth. bu
CNBC
Apr 10, 2012 12:00pm EDT
from europe or china. >> if you happen to remember, why did the market run in january? because greece's fears began to dissipate. but now you have spain back in the forefront. we're back to that old marketplace, eurocentric. >> order of magnitude, wow. it's one thing if europe can rummage through and get through a slow recession. if they're in something more serious, a severe recession or even something like the d word, which greece is in a depression at this point in time. that's more serious and it's weighing on the market. >> let's throw up some major averages, too. we came on the air, the dow was down about 120 points or so. europe closed badly a half hour ago or so. the dow industrial is now down 122. five straight days of weakness we've seen in the u.s. marketplace. let's move to the apple and chipotle store, hitting all time highs today. should you go simply with what's working? the winning trade is what we want to call it today. a lot of these names continue to go higher. yes, apple may have turned negative here, but the company had $600 billion in market cap. price lin
CNBC
Aug 22, 2016 12:00pm EDT
of america upgrading. impel as well as mgm china. d dr. j? >> answered time and time against about steve wynn. he is a winner. he is vegas. compare him to sheldon adelson. adelson is a great operator, but the places don't draw like steve wynn's places. >> you're lon wynn? >> i would be buying wynn. waiting for are a pullback. >> pull back to the 50 day. seems to have found support. maybe that's the area it bounces back. >> leave it there. thank you. >>> our pit boss, sees unusual activity. let pete try and help save you money. plus under armour, and much more. athleisure. a big holiday is coming up. dd spao,resident of tth face, we are working on the prototype match custome to gear. watson, let's give it try. sait'mid-june and i'm backpacking yosemite. of our 353 jackets, i can recommend nine. watson, what if it rains? there is just a 3% chance of rain, so i recommend the brableetch fleece fe form dolomiti jket. a perfect choice watson. no wonder our customoyalty numbers keep climbing. i lieve we can do even better. i like the way you think >>> welcome back to "halftime report." pe
CNBC
Nov 23, 2016 12:00pm EST
come out, see if the economy is picking up, jobs, ism, what's going on with with the china pmi. >> hopefully have -- or be closer to a treasury secretary and that's going to be an interesting data point, to talk about, maybe start to get the plan. that's what you got to see next, see how that comes together. >> the trump rally has been pretty darn impressive given its breadth. >> and to your original question, we are going to be talking about the fed, but nothing it act on until the actual meeting and what you want to see is what does janet yellen say after that as far as the pace of future rate hikes. before this election, you had a r lot of good economic numbers. will she be aggressive or will she pull back a little bit? >> minutes coming out today, ignore them, everything has changed. >> yeah. do we think you might get some post thanksgiving selling or everybody takes a sort of breather? goes with their families, comes back on -- >> early next week it is all about retail, retail. that's what the conversation is going to be about. strength of the consumer, strength of the ret
CNBC
Feb 20, 2013 12:00pm EST
sticker price and think about the fact vehicle demand is growing fastest in china where air quality concerns are the worst. we think the platinum price must go up because the industry does not earn its cost of capital and we think it can go up because the utility is so high. it's also very worth noting that in terms of gold and silver with supply, you have to think about historically mine supplies. but there are no substantial inventories of platinum and palladium. it has gone up a smokestack, it has gone out a tailpipe or been turned into jewelry. if you think your wife's ring is supply, ask her. you'll find out it isn't. >> best investment right now that you can make in metals, precious, is what? gold, silver, platinum, palladium, what? >> i would own the whole bullion suite. since you're holding my feet to the fire, platinum and palladium. >> good stuff. good to talk to you. talk to you again soon. >> always a pleasure. >> pleasure's ours. >>> coming up on the half, the chip stock that one analyst says will outperform the market over the next 12 months. we'll reveal it next. to g
CNBC
Feb 21, 2014 12:00pm EST
percentage point. you combine that with the u.s., accelerating in our minds that 3 1/2%. we think china kind of hangs in there around current levels of growth. >> and it could surprise. >> and it could surprise. wefy this it surprises it surprises on the upside, not the downside. you put all of that together and that's why we think global growth is over 4%. and it just lends itself to a good u.s. market, a good market in japan, they will keep the reflationary process under way. again, europe also. so we feel good but we think it's, again, rational optimism based upon the fundamentals that we see. >> thanks as always. keith banks. talk to you soon. >>> coming up next, find out what under armour ceo kevin plank had to say about his company's new deal with the u.s. olympic speed skating team amid all of the criticism out of sochi. >>> plus, groupon, starwood, facebook, and hp all in our traders' playbooks. we're going the tell you how the new leaderboard looks. with all the opinions about stocks out there, how do you know which ones to follow? the equity summary score consolidates the ratings o
CNBC
Jul 6, 2017 12:00pm EDT
part. >> yum china, josh, what's the story here >> the story is you had some activist investors that were pretty outspoken that yum should be a stand alone company, make more progress on its own and make more progress for yum the parent so far not so good, but it's still relatively early i think this company can probably get its act together. i'm not in this name early and i'm not looking to buy the dip. >> pricesmart. >> this is equivalent to a costco june 15th the stock had already pulled back. huge pull back now concerns about obviously online. amazon, that's the whole story. >> fish, you've got to take on health care. xlv. second best performing sector year to date is health care. >> i think that eventually the health care industry is going to have some major issues when someone goes ahead and offers transparent pricing. when you can go and know exactly, you know, when you go to a hospital, right, you have no -- if i have no insurance, why should it be that i can't paywhatever the hospital will accept from an insurance there's no transparence be si in health care. it's the last i
CNBC
Jul 7, 2017 12:00pm EDT
has to go out with a lithium ion battery. same thing they're doing in china, same thing bmw and benz will do. so rather than just bet on the most overvalued stock in history, maybe, and hope that elon pulls rabbit after rabbit after rabbit, maybe look at something that's got exposure but isn't selling at that type of nose plead valuation. so i think there are better options than just, oh, my god, what's the next thing he's going to magically unveil? at a certain point, it's not going to work. >> actually, let's -- we're going to go back to eamon javers now in hamburg, germany. as we understand, the meeting between president trump and vladimir putin has ended eamon? >> reporter: yeah, scott, in fact, that's all the news i've got for you. we've being told that the meeting end ed 12:25 p.m. easter time the pool reporters have been loaded into their vans before the end of the meeting, so it's not likely that we'll see some pictures coming out anytime soon of the end of this meeting, but that is a rather lengthy meeting. we're looking at just over two hours between the two leaders here in
CNBC
Jul 19, 2017 12:00pm EDT
there is this amazon effect and it reminds us of ebola or china collapsing where every time there's -- >> come on >> no. >> -- an iota of a thought that amazon might enter a market, the stock craters. this frenzy and panic, we got to get out before amazon gets in. that really can't apply to every single sector and every company in the world >> so what do you buy? >> we haven't bought anything yet. though you guys know that we did buy sherwin williams and made that comment that paint can't fly. so that's a business that can do just fine without worrying about amazon because they're not in the paint business and there are other businesses right now we're looking at hanes brands we are looking at auto parts companies. >> we agree. auto zone. >> you have to take into consideration the price. they're ten times earnings i get it you can buy things online. >> just like a slight nuance to that, we use amazon effect as a shorthand because everyone understands what we are talking about because everyone is disruptable. so you bring up something like a hanes brands here is a company that for li
CNBC
Aug 7, 2012 12:00pm EDT
china and then the u.s. you have this global stimulus trade going on as long as people keep buying into it market goes higher. >> murph you have a global floor under the market right now don't you? >> you do. i'm going to agree with everybody on the desk right now, scott. i think the market has more upside here. the 1422, 1425 level is key. there was a note this morning i thought was interesting. there's been over $3 billion worth of call buying on s&p calls that expire in august. the dealers are going to have to go out and buy the market. as the market moves higher for every 1% move up you're going to see $3 billion potential of buying coming into the market. which could push a minor rally even that much higher. so i think we're going higher from here. >> you think we've got 20 or so more points s&p to go here. what would you be in to to ride that? >> you see trading caterpillar. i think the things that have been working will continue to work. i know it sounds trite and i don't mean it to. some of these dollar stores will continue to work. some of the energy names, we talk about s
CNBC
Feb 13, 2014 12:00pm EST
mean, don't say, well, if this happened, if that happens. your realtime worry is that china, if that gets worse, would that keep you out of the commodities for a extended period of time? that's the question. >> yeah, you know, i think emerging markets certainly have the potential to bring a risk on sentiment to the market. it's what we saw in january. it's the reason why we've been staying away from places like commodities directly and in fact we've been moving away from some of the emerging market equity markets in general and seeing more opportunities in developed market where we think the quality and pattern of growth is improving. >> steve, thanks so much. sarah, our thanks to you as well. down at the new york stock exchange. let's go down to steve liesman with clarification on what today's economic reports really tell us. steve? >> scott, thanks. talking to sarah we've been able to figure out how much the business inventories and retail sales data changed, outlook on growth in the united states and it's a pretty significant mark down. q4 and q1 gdp marked down each by 0.3% accor
CNBC
Jan 25, 2013 12:00pm EST
. and china giving the company a jolt. par cdon the pun. a 6% improvement. that beat expectations. shares up 4% in today's session. actually up 4.25 at this point. >> pete, i want you to trade this. >> hold it. >> you still love it? >> still do. when you look at the growth in the u.s. they talked about the stores and refurbishing. we know the asian markets are strong. they are going to continue to be strong. i like the stock. when you look at the balance sheet that stands out. they are sitting on a mountain of cash for a food company, beverage company, however you want to term it. when you look at cash versus debt this company looks unbelievable. it's going higher. >> i want to show you a picture of president obama. he's coming out now. he'll name dennis mcdunough as his next chief of staff. let's listen in. [ applause ] >> good afternoon, everybody. welcome to the announcement of one of the worst kept secrets in washington. as president i rely on an extraordinary team of men and women at the white house every day. i rely on the chief of staff to make sure we are all moving in the
CNBC
Oct 3, 2014 12:00pm EDT
like it and i think the fact that china may be putting in up to 16 billion in charging stations there is another reason to own the stock. >> 215 is support. that's why it's going. >> i bet it hits 275 first. >> to the desk. murph do you want to sway it either way. >> i'm going with doc. betting against musk is a losing proposition for just about ever. >> not betting against elon musk. i love him. i want to marry him and have a million of his babies. that is not the point. >> elon runs the company. if i were getting long position -- i don't have a position here but if i were getting long elon would be a big reason. >> what about where the stock is trading now? >> that's why i'm siding with doc. i wouldn't bet against musk. i think it's enough to get the stock higher. shorts covering. >> pete? >> i agree with murph and doc on this one. >> i'm gonna fall of my chair. >> i know. when i see opportunities. this is one of those. stock is pulling back. eli talked about top it's pulled back and the heated debate is another reason to get interested. >> never a good sign when the ceo says his ow
CNBC
May 25, 2017 12:00pm EDT
their european business with calvin klein and double their business with china with tommy hilfiger. >> the stock has done quite well, it's up 19% year to date by the numbers i see. how much room do you see ahead? >> you have a stock trading at 12, 12.5 times earnings for what we think is a 13% to 15% earnings growth algorithm which could be the next five to eight years. layer on cash flow yield and now they have the balance sheet back to 2.5 times ebitda. potential optionality is this is a platform acquisition model. i just think there's a number of ways to win. numbers are too low, multiples too low. this thing to me has a lot of opportunity from here. >> matt, the lack of a brick and mortar strategy here, the fact that these are names, iconic names as you mentioned. >> brands, not buildings. >> exactly, brands, not buildings. that is the key here to pvh, is it not? because even though, as you say, the growth is going to come from overseas, the calvin klein number, the tommy hilfiger numbers were both down 3% or 4%, maybe even 5% in the yuu.s., bu they're picking it up overseas. >
CNBC
Sep 9, 2016 12:00pm EDT
of a container to move from china over to here. >> and morgan freeman? did you say -- >> done. moving on. >> all right. >>> run you through areas in the markets give didn't is the worst day in 51 trading days. worst day for stocks since late june. show you home builders today. down 3%. reits are falling. prospect of higher rates. weighing on that sector. airlines under pressure forward and then the semiconductors are a weak spot as well. more "halftime" back in two minutes with jim cramer.hat a re ? it's a great school, but is it the right the one for her? is this really any better than the one you got last year? if we consolidate suppliers what's the savings there? so should we go with the 467 horsepower? or is a 423 enough? good question. you ask a lot of good questions... i think we should move you into our new fund. ok. sure. but are you asking enough about how your wealth is managed? wealth management, at charles schwab. great time for a shiny floor wax, no? not if you just put the finishing touches on your latest masterpiece. timing's important. comcast business knows that. that
CNBC
Jun 8, 2015 12:00pm EDT
. we've underperformed the china shares, underperfeormed europe. equities look better. you look around the world, wait, why would i do equities? sentiment is not very high. that sounds like a time to buy not sell. >> when does the fed move? >> our house call officially is december. our chief u.s. economist has it at december. our call is they're going data independent. whether it's september or december, i'm not sure. our view is what's probably more interesting than what happens to the overall market level, scott, what happens underneath. our big move the last six weeks has been to go over with financials. >> i've got you. >> okay. dr. adam parker, i appreciate it. >> good to see you. be well. >> enjoy it as always. quick, wrap it up. >> i think it's the wrong call. more legs in equity. high yield is not where you want to be not with the rate hike. >> he still likes stocks. >> he walked away from his original call. i just think the high-yield bonds in particular is a really bad call. >> anybody in the market knows it's fully valued. equities are fair ly valued. this is a critical week
CNBC
Feb 23, 2015 12:00pm EST
reason which is economy of improvement. >> you are still awash of liquidity. china, they are out on the bring, who knows. latin american as far as what you are concerned about or our economy is concerned about, i think it's all systems go and, by the way, with rates backing up it makes equities even more attractive. >> i agree with these guys. i think it will be a knee jerk reaction which creates other opportunities. the other opportunity is this. look at volatility index it closed at the lowest levels of of year. so, steve, the one thing i like going into this whether june or not. their protection is back to being what i considered cheap. when you're under 15 on the volatility index you're at a level where you can buy protection or get early reaction, knee-jerk reaction to the markets because of the height. suddenly that give us more bullets to say, now is the time i'm going add to my position. >> i think the question comes from the trading community, the question comes a year from now. have we moved 75 basis points or just move a quarter basis point. >> i applaud you for not havin
CNBC
Oct 4, 2013 12:00pm EDT
issues prey on the coal company, and china actually is taking less coal, and building more mines. interesting area to stay away from, and they are not cheap stocks. >> and evercorp is lowering on j. jpmorgan and bank of america stocks. >> well, the ammists are worried about things like mortgages slowing down and the capital markets not as robust as the first half, and this is a theme that you could expect going forward and that is why i'm not tempted at the banning here at these prices yet. >> and finally the headlines out of the southeast, the company is adopting a poison pill after they are becoming the largest shareholder of sothebys. >> i'm certain that the poisoned pill has not mattered. dan loeb is a brilliant man, and even though that the company is doing okay in terms of the stock prices in the last few days, he says lit work. and besides, others will take the activist stance who own the stocks as well. avoid the poison pill, and other activists like loeb. >>> and twitter's ipo filing, and what it mean nos for the ot social media stocks. we are joined by a ceo of a compan
CNBC
May 5, 2017 12:00pm EDT
no less. did you notice that? >> this is the cherry coke. this is the cherry coke from china. there's some with warren's photo on it. i think they're raffling them off, giving them away, selling them. i don't know. thank you. >> becky, we're excited about monday. wish you the best out there. have a great weekend. we'll see you on the air with warren buffett, charlie munger and bill gates as well. quite a trio to hear from considering where the markets are in light of this ibm news which took a lot of people by surprise, look forward to that with becky and the gang on monday morning. an interesting weekend. it's a great time to hear from him. not just ibm but coca-cola but whatever stocks he's involved with, health care is halfway done. and jeff immelt and his views. yeah, and the french elections it seems like it's a fait accompli, judge, this is going to be macron's election. le pen not really -- based on all the metrics we see. >> i love european stocks right now. people haven't given credit. that political risk is subsiding and i think going forward that's one of the best earnings
CNBC
Feb 1, 2013 12:00pm EST
working out in china, when they start to get to the phone market out there, that's when we start to see apple i think start to move back up to the up side. i like the new product refreshes and everything else. but right now where money also, the capital is going. it's not just in the big cap financials. the xlf is performing extremely well. look at some of the garron tors, insurance stocks. look at aig, ago. those names are performing. when you look at value they'll continue to perform. >> we'll get a trade update from tom demark who called for the bottom in apple just a little too early and we'll get his thoughts on the rally at large after the break. also coming up on halftime breaking down all of the big movers in the four-year stock rally. and netflix is this year's hot stock up more than 80%. but can the company that wants to change the way we watch tv keep soaring? two traders, one heated debate straight ahead. with fidelity's new options platform, we've completely integrated every step of the process, making it easier to try filters and strategies... to get a list of equity optio
CNBC
Feb 6, 2014 12:00pm EST
over there and they're counting on cadillac being a big hit in china. if that doesn't work, we're going to see 30. >> this is a difficult to go to the desk on, murph, because i mentioned, i think -- all three of your guys are bulls on gm. why? >> you have to be the judge. >> i own g mm. jon talked about the low 40s. i think that's the right spot to get out. i'm not buying it here. i'm going to wait, see what happens. i think i would be inclined to buy it again. i think mike makes a very good argument. you have to be concerned about what's going on in europe. >> we are buying more of it this morning. like it long term. i agree with the thesis. longer term it looks good. it's a good long-term hold in your portfolio. >> i've been out of -- i own gm briefly. i would love to get back into that. this may be the opportunity. >> perfect opportunity for all of you to settle this debate. tweet us at cnbc fast money, use #bull or #bear. we'll give you the ruls at the end of the show. >>> coming up, live to sochi, russia, and get the big stories already coming out of the winter olympics. >>> welcom
CNBC
Dec 21, 2012 12:00pm EST
there was something to hang on here china wasn't exactly going gang bust eers for nike. >> no but apparel sales were up and a lot of that has to do with the affiliation they're part now of the nfl. they're talking about some innovations going into other sports, the men's sports apparel. that is huge for nike right now. at these levels you could actually wait for the simmering, the little overflow to the upside to pull back under a hundred but i like the stock a lot and i think when they talk about their margins they talked about the fact that they've seen some compression but actually see the whole year very flat. >> red hat is also higher on better than expected numbers. the software provider seeing strong growth in its subscription business. doc, let's look at 3.75% today. >> i imagine if we didn't have the drag of the market against it, scott, when you look at this one they had 25 deals up for renewal. all of them renewed at 120% of the previous price they were willing to pay. in other words this is demand and that's big. gross margins 86%. subscription revenue was up 19% year
CNBC
Feb 8, 2017 12:00pm EST
with china and losing market share. they're losing market share in india. this is the upgrade cycle. i'm following the other lemmings going along, hoping i'm smarter anthem and get out before them. i wasn't referencing you and your cash. the stock price less than the cash. which by the way, tell me when that's ever worked. >> well, how about in the last year. >> right here, at $3 shy or whatever we are shy of an all-time high, is apple a buy today or not? you just had one of the biggest detractors who sits on our desk decide that now is the time to buy. >> and he is messing with my head, by the way, very successfully. having said that -- >> such a tough job. >> steve, i'm sure you didn't load the boat up. >> small. >> the questions that scott is raising is legitimate. now, we know that the iphone cycle for the iphone 8 picks up in terms of stock price momentum in the late spring, early summer. i don't think there's anything wrong with buying it here in small doses and planning to add to it as you get close. >> everybody knows it, happen earlier. >> as pete najarian was saying in the
CNBC
Jul 2, 2014 12:00pm EDT
kuwaquities at the time? >> totally. i think china is still very focused on enough stimulus to make sure they don't have an accident there as well, combine that with japan. emerging market, emerging market yields, equities, winning in this environment and will spill over into brazil and others. i think so long as we don't have a geopolitical accident, which has still got to be at some time priced into the market, maybe more of end of year event, i think risk is fine and emerging markets are going to win. >> paul, great to speak with pup thanks for your time. have a great weekend. ubs. >>> and when josh brown pounds the table on a stock, you might want to listen. on a soapbox about a rail play winning big. what's his trade now. >>> and black ber spent the first half of the year gaining 40%. one of our traders doesn't believe it's really back from the dead. jon and murph, debating next. >>> and trading the most american stocks the team can think of. beer, burgers, banks. it's a mixed bag. that and much more ahead on "the half." just take a closer look. it works how you want to work. w
CNBC
May 30, 2013 12:00pm EDT
export zoom. but china is also slowing. so i worry a little bit. the issue's not cooperation. they are rock solid. can you get the growth that validates the fundamentals that you need to validate the prices. and that's the big question mark. >> so one more quick question before we go. as we talked about sort of walking back from risk. the question that josh brought up. so you guys right now as you've seen this sell-off in treasuries. you're not buyers of treasuries at this particular time? >> no, in general, we think treasuries are still range bound. and we have indicative levels, indicative of 2.25 on the 10-year, right. that's the range we set. and we don't think that this is the beginning of the cyclical bear market. we think we may get a secular bear market. interest rates have bottomed. remember, he was talking about yesterday on cnbc. we're on the bottom, right. so we're second, entering a different phase for the bond market. but we don't think it's a cyclical bear market for interest rate risk as yet. >> interesting. mohammed, it's great to have you on the show. thanks so mu
CNBC
May 9, 2013 12:00pm EDT
of its export coal. that's much more dependent on what china's doing with their steel making. the other half comes from switching of nat gas and oil. that switching largely took place for this phase in the past year. new factories coming online. now nat gas is above $4. you'll actually see the volumes are starting to reflect positively. i never think that business would get a high multiple because of the long run. over the next year, that will help the stock as well. >> another area which i think is very interesting is vodafone and liberty global. you've got the vodafone play off of verizon and verizon wireless. talk ton us. >> stocks are down slightly today. people are concerned about the core business. whether the government will change things in europe about roaming. realistically, there's a hidden asset which is the verizon whose p wireless. counts for about two-thirds of the value. between the verizon ceo and vodafone. about $100 billion to $130 billion. i feel like the power sits with vodafone. verizon isn't -- really needs to buy this asset in. i think it would be a very cr
CNBC
Mar 27, 2013 12:00pm EDT
morning. final trade time, dennis. >> it is the largest search name in china, baidu. it's cheap enough now where i think you have valuation play. >> they're not as high. and these guys are getting some of the crude out of canada very, very inexpensively. >> hertz. it is a name we have spoken about. these guys are transitioning into higher margin business. they are doing phenomenal. but the near t
CNBC
Jan 23, 2015 12:00pm EST
the growth in china, asian markets and the rest of it. there's so much upside. >> management under fire, the shipping wars and the story around ups. cutting its guidance, fedex is falling along with it. which is the better bet? ups or fedex? again, tweet us @cnbc fast money use the #ups or fdx. you guys must have been shocked by ups. pete, it's in your halftime portfolio? >> as frustrating as it could be. at these levels now i like it even more so, scott, because i didn't think they would stumble again in the holiday quarter. they absolutely did. they stumbled again. they overpaid workers, everything that they could have done wrong they did wrong for the quarter. that's why this stock is getting hammered today. i think at this level i think there's more upside than there is in fedex. >> why do you have -- >> what's that? >> why do you have cred, management cred? >> it's trouble getting -- >> seriously. >> why do you have cred in management? >> how does management have credibility after the latest quarter? >> the credibility at the holiday quarters is absolutely been lost now for me
CNBC
Jan 5, 2015 12:00pm EST
. companies out of exposure in europe but also to china and also to india, to japan. international is a place to put some of your moneys this year because the valuation proposition is attractive. but also because those central bankers are flooding the zone in terms of monetary policy. we're getting more restrictive. they're getting more accommodative. see what draghi does. >> and fully open the spigot again. >> let's see what happens with draghi. i think there is value there and so that's why i do think you can have some exposure. >> the data suggests s that if you're waiting for a full recovery on something like gdp or whatever measure you want to use before you get involved in any stop market, u.s. >> is germany going to turn around just as united king democrat was. bank to the financials for a second. when financials bottom, the first place you want to look will be in the regional banks. and potentially you'll see a deal there, as well. >> tell me why europe is the place to be. if you think the value is there and the euro goes down, what draghi really wants to have happen, yp iwhy not inve
Search Results 250 to 299 of about 1,072