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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
Apr 20, 2017 12:00pm EDT
about their investigation into whether china is a national security threat in the steel market. "halftime" back right after this. kevin, meet your father. kevin kevin kevin kevin kevin kevin kevin kevin kevin kevin trusted advice for life. kevin, how's your mom? life well planned. see what a raymond james financial advisor can do for you. dearthere's no other way to say this. it's over. i've found a permanent escape from monotony. together, we are perfectly balanced, our senses awake, our hearts racing as one. i know this is sudden, but they say: if you love something... set it free. see you around, giulia ♪ >>> welcome back to "the halftime report." virtue financial acquiring kcg holdings, an all cash deal. doug sefu is the ceo and co-founder of virtue. doug, welcome. why do this deal? >> it's a great opportunity for us to acquire a really premier customer franchise. kcg has been there for 20 years and it's getting close to the order flow that we want to interact with. >> what does it mean to our viewers, somebody at home that has some invests, maybe trades a couple times a
CNBC
Sep 15, 2015 12:00pm EDT
look? we know much about those things. what we don't know as much about is china. how much more slowing are we going to see there? i think the opportunities to buy stocks and use this higher volatility to sell against that, you don't get that opportunity all that often. how long are we going to stay in the mid townshiper 20s? now today we're back down towards 22 on the volatility index. how often will we have the opportunity to sell basically twice the volatility that we had been trading in for the first six or seven months of the year? you don't get that opportunity that often. i think you have to take advantage of it. >> you think, steph, that we still have an opportunity to retest the lows of a few weeks back? >> it's possible. >> if are you a betting woman, is that what you are going to bet on? big portfolio manager? you have billions under management -- >> even when we get through this week, we'll sell volatility because we have to get to erjz. i look at the economic data, and it's definitely a miss today. you're running at 3% gdp rate. you have low interest rates. if even
CNBC
Mar 1, 2012 12:00pm EST
starting to get better. i like gm better than ford because gm is your play on china and more of a global play. so i think though that i think the auto parts company have more leverage. >> dan? >> i think a huge thing is going to be a nat gas play. who comes out and has more exposu exposure. forget about the hybrid vehicles. i think ford's probably going to be at the forefront of that. having said that, i'd still rather buy a vwa or dun over the automakers. >> what about you, steve weis? >> the inventories on the trucks are building up. that's a highly profitable segment. i think you may have to be a little more caution. i've bought two cars in the last two month months. >> they're sending him cars now. they're going to send him a phone. today, a car. what next, steven? >> i was going to say -- >> better than having a white wagon like showing up on your door. >> i was going to say raise your hand if either of them was a ford or a gm. >> actually, no. >> i do have a gm suburban, i love it. family truck for that. we're going to move on to pops and drops. finisar popping 2%. >> this w
CNBC
Jan 23, 2017 12:00pm EST
. you're seeing brazil look great, china looking better. russia looking great. and eem to spy ratio chart is now back to where it was on november 10th. >> maybe there's other places -- maybe people think because of the rally we have had is somewhat tapped out. >> see, trillions of dollars. >> however, i spoke with john paulson, hed hedge fund manager, part of the president's economic advisory council. i spoke to him at length friday evening who told me he increased his long exposure to stocks on the election result and said the following, that an administration that supports growth supports everyone, american companies will retain more of their after-tax income with the president's policies, a huge boost to earningses per share and s&p. paulson's words. companies will have more to invest and better return on that investment. it can be a positive self-fulfilling profess that lower taxes, less regulation, less lawsuits and deals that support u.s. manufacturers is all very positive. >> very smart guide. he made his money in the housing trade. not performed as well as it could have. he
CNBC
Nov 5, 2015 12:00pm EST
none, is the point. they're saying, oh, there's some agreement with the u.s. and china so cyber attacks slow down. it's -- it's a farce. i would tell you that there are probably better places to be in the space. at some point this thing gets too cheap. it's a falling knife. they seem to do everything wrong quarter after quarter. it just is not on my radar. sfroo pete, talk to me about celgene. it's down 6% today. >> it did slow down, and that's what everybody was focused on. when you look at those numbers, people do get concerned. is it there a slowdown? it is 63% of sales. you can understand why there is a focus there. i think the pullback offers an opportunity. i like this stock. i know the wealth management guys are in it, and it goes towards the 1:30 level. >> home away. >> this is the sixth deal of the news company has done in the last two wreerz. it's by far their largest. it's not going to be creative until 2018. i do think strategy eeblgicily it makes sense because the publicly fighting off airbnb and some of the competition. it definitely diversifies their revenue base.
CNBC
Mar 10, 2016 12:00pm EST
react. the chinese currency and if you have a weaker rand worries of capital flow out of china, europe knows that now. so i think that we're morphing into a new world where policy makers i'm sure europe and japan would sell weaker currencies. they may have to settle for stable currencies or more range bound than recent years. i think this is not bad news. a stable dollar could be really good for u.s. multinationals and commodity producers but it's a change in the regime and it's going to take the market awhile to adapt to that. >> what sort of target should we be focused on where the dollar will go on the markets mind. and seeing the euro at 105 or 1 106 wouldn't shock me at all. the fed is diverging from the central banks. >> rebecca, thank you so much. rebecca patterson is the cio with bessemer trust. plus two jack dorsey trades. square reporting as a company and twitter paying up to keep it's talent from leaving. those stocks are on the move and that's ahead in the blitz and just put a buy rating on one of the oil majors for the first time in three years. he's one of the top
CNBC
Apr 25, 2017 12:00pm EDT
states. a lot of americans don't realize it, but you sell twice as much to canada as you do to china. so this is a very valuable relationship. it's mutually beneficial and i think that we all have to work hard to keep it that way. >> is this the start of a krad war in your view? >> no. no. absolutely not. look, in any relationship as big as this one, and we do $2 billion a trade a day, there are inevitably irritants. and these are two irritants, both soft wood and dairy, have been issues in the canada u.s. relationship for a long time. so, no. but i do think that it's important for us to try to cool down the rhetoric. to sit at the table and work things out and i'm sure we can do that. >> what sorts of measures will you take in response to these tariffs, will there be for instance, follow up through lawsuits or litigation or retaliatory tariffs? >> so, on soft wood lumber, this is a very familiar, long standing, long running dispute. we think the commerce department is wrong. we absolutely challenge and deny the idea that canadian lumber is somehow subsidized and that u.s. producers are
CNBC
Mar 20, 2015 12:00pm EDT
think it works. japan, it's going to take a while to come back. china i don't think that's coming back, relatively decent quarter, this quarter. >> that corruption stuff keeps going on. >> you don't want to be seen driving a tiffany -- >> wearing a watch like jon najarian. >> you can get [ inaudible ] for wearing that watch. >> hulk hogan has the same one. >> he does. >> what are your thoughts? >> i agree. >> break it. >> i think you got to be nuts to buy the stock. it's -- reminds me of mcdonald's same-store sales continue to drop in the united states. it's kind of a nightmare overseas. i don't want to catch a falling knife right now. >> reminds you of mcdonald's. >> mcdonald's did have the pop too. what if tiffany gets it. >> new management looking to come in. >> all right. let's show you what numbers are. the winner is, do we show it on the screen? bear. i guess we don't. the bear won. >> sure you show when he wins. >> you take everything personally. it's very cute. you won. revel in it. all right. coming up, the king dollar dilemma. the markets that could be buy when the dollars an
CNBC
Dec 30, 2013 12:00pm EST
. slows down? china's been slow this year, by all accounts and still 70% of the revenue came from there. any uptick there is going to be huge for wynn going forward. lastly, vips, josh, nobody treats them better than wynn and they continue to flock there. >> josh? >> all of that is true. this is a great company. they've got great casinos, properties, i like the china angle. the problem is you missed the trade. this is already more than discounted all of that great news and all of these great properties. this stock is out of the stratosphere. it's selling for 30 times earnings, only expected to grow revenue next year by 7%, earnings by 4%. i don't know a lot of ininvestors who have gotten rich on street buying companies selling this much on overvaluation on important metrics. i love the stock, i want you to be right i think investors will get a better entry point in the name, maybe if something happens with a u.s. stock correction. >> but that's always what you and i both say, about stocks. i'd love it 15 lower. i'm not getting that chance today. >> what's the catalyst to justify t
CNBC
Sep 10, 2013 12:00pm EDT
. finally, is apple signing up more carriers, specifically china mobile and dokimo. the reason we raised our estimate is we think china mobile will come on and could add $3 in earnings. >> steve, it's joe. this time last year, it was supply disruptions that cost me, specifically, and other people a significant amount of money. will we hear that again this time around? >> hopefully, not. there are still questions around, for example, the fingerprint authentication over the sensor, whether that's being built in significant numbers, if there's some problems. there are still supply-chain questions. as apple gets bigger, they need to ramp up even faster. i doubt they'll say a lot about that today. i expect that the phone will be available within a couple of weeks. but that is something to watch. >> you think we're going to get the china mobile phone overnight into tomorrow? >> yeah. it's not clear, if it does happen, if they might announce it now, or perhaps wait until the actual china event, which is 10:00 a.m. china time tomorrow morning. they're also doing something in japan. so we think t
CNBC
Dec 22, 2014 12:00pm EST
. it you're in china, and the market is up 50%, a lot of it due to the price of oil because the biggest consumer, and you can look at sun corp, canadian oil, bt, all these different names, the immersion acquisitions will take place in canada. >> does it have to get worse before you see some of these transactions? >> no. >> no. >> do these companies have to suffer longer before chevron will come in -- >> if you're a european national worried about the euro you will buy canadian oil because you get the canadian dollar. okay. i mean it's still tied to america to some degree, right. i think that if i was going to make a bet today look to hold it i would buy every canadian oil company there is, close my eyes and that would be my place to put my money. even if oil goes to 40 i'm okay there. >> you said sun corp, su for those of you playing at home or wherever you're playing. >> em bridge. >> emb. >> transcanada, trp. >> just -- you can take the guggenheim canadian -- print it out -- i'm not smart enough to know which one it's going to be so buy all of them. >> canada has historically
CNBC
Mar 8, 2013 12:00pm EST
mickey d's and put it in yum which sold off because of the scare because of chicken in china. >> yum's got issues not only in chicken -- >> horse meat, taco bell came out. >> i just don't think that yum is the china story anymore that it was. it's gotten very tense. the whole qsr space is extremely competitive. and mcdonald's, we don't know what the new ceo is going to do, even though he's been there for 20 years. >> well, i mean the read on him now is that he's done a darn good job. right? i mean he came in. it's like, you know, the guy following mickey mantle, and you know, okay, he looks pretty good. >> i think the space, it's very difficult, i don't think a 3% yield under that scenario is -- >> he's a phenomenal manager, the dollar menu, the value menu, he's doing everything right. thompson. there comes a point where you've gotten yourself where you need to be. >> stay at home with the -- >> now that we have are the rules of the bank stress test. which ones are worth buying right now? kbw's chief equity strategy, welcome back to the halftime show. >> great to be on. >> what do you
CNBC
Dec 31, 2013 12:00pm EST
is improving ex-china, which i think is still a house of cards. europe, we're seeing a better economy. actually seeing job creation there. france aside. but that was never what really drove the economy there. so you're getting rid of tapering, gives nobody an excuse to blame the fed for not coming in. you have to be in. and when you take that in conjunction with what i think is a bear market in bonds, equities are the only place to be, and the u.s. is the best place to be. >> talk to me, jim, about the worst dow stock that is now one of your best ideas for 2014? >> well, let's use ibm as a sort of diagnostic for what we think we should do going into 2014, which is rotate out of the winners and into the losers. i pretty much agree with steve that there isn't too much to fear in 2014. but 5%, 7% correction, just to break the trend line, is not inconceivable. and if that happens, we'd rather be in the cheaper names than in the higher-beta expensive names which could get hurt a lot more. ibm is so cheap. steve and i debated it last week. it's so cheap, it's not going anywhere. it'
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
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
Feb 25, 2010 12:30pm EST
add on top of that, i believe that china on the other side of the world is really stamping on the brakes. when you add those things together it parents a bearish picture. >> in terms of spreading to the united states, gary made a good point on the halftime report and that is the multinational companies who have large exposures to greece. we did some homework and we called s&p. take a look at some of these multinational companies in the u.s., no on coincidence, these stocks are selling off in today's downturn. look at these percentages. is this the next shoe to drop in the earnings season? >> as i sit here today i can assure you for 20 years of experience that you'll be seeing come early april, companies that have missed guidance or companies that in the middle of march decided to take down guidance. they will blame it on the fact that we've had this dislocation in europe and i can assure you that's happening and i can assure you that companies are thinking about that right now. again, the european banks, they're trading okay because they had good fourth quarter numbers. i think a
CNBC
Feb 2, 2012 12:00pm EST
some demand deconstruction in china perhaps is hurting. but you really need copper as the ph.d. in economics to really lead this market higher. i would like to see that. but now we have to wait for the payroll numbers tomorrow. that's how the rest of the afternoon will go. >> you heard sheila bair say that she was worried about recession in the eurozone where there's been nothing but blue skies ahead, worrying about some type of closure coming out of greece. but if you're worried about that, then worry about here and then just starts that whole thing once again. >> beat tawe'll talk green mound big movers on the other side of the break. 20 pages. boom! the other office devices? they don't get me. they're all like, "hey, brother, doesn't it bother you that no one notices you?" and i'm like, "doesn't it bother you you're not reliable?" and they say, "shut up!" and i'm like, "you shut up." in business, it's all about reliability. 'cause these guys aren't just hitting "print." they're hitting "dream." so that's what i do. i print dreams, baby. [whispering] big dreams. >>> founder and c
CNBC
Mar 6, 2012 12:00pm EST
transcanada pipeline and a lot of talk why bother, why not shift the oil all the way west to china if we're going to make it difficult. are you seeing that? is america losing its competitive edge? is it just easier for pemex to put it on a ship and send it to china or asia rather than pipe it up to the u.s.? >> no, brian. we ex poured about 80, 85% of oil to the u.s. fortunately there is no need for pipelines, for new pipelines there. we ship it. so we get the advantage of the logistics to ship it to the u.s. >> one of the things that has come out of this conference with talking about the keystone pipeline as well as what you're discussioning with what we're getting from mexico is whether or not north america will be energy independent in the next five to ten years. do you see that happening? >> well, there comes a keystonish auto and so on, but the resources are there to be independent with canada resources and with mexico and with new shale oil and all the potential in deep water. i am sure that the potential is there to be north america independent. if you count up america then tha
CNBC
Apr 17, 2017 12:00pm EDT
where the gdp growth is and the china and india story. this is not a ford story. >> where are they based? >> all over. >> where are the headquarters. >> they started in canada, but they're all over now. you have to think big. >> it is big. >> up next, the netflix seeing nice gains this year. very hotly traded stock. >>> kevin is answering your investment questions. if you want them read and answered on air, tweet us at #askkevin. if those words don't mean anything to you, don't worry. >>> before the break, let's get a check on the dow. every dow stock but chevron and exon are higher. back right after this. ight afte. various: (shouting) heigh! ho! ( ♪ ) it's off to work we go! woman: on the gulf coast, new exxonmobil projects are expected to create over 45,000 jobs. and each job created by the energy industry supports two others in the community. altogether, the industry supports over 9 million jobs nationwide. these are jobs that natural gas is helping make happen, all while reducing america's emissions. energy lives here. with all the things you'll never learn from a book. all
CNBC
Sep 23, 2015 12:00pm EDT
shaking off today's weak manufacturing data out of china. this as china's president xi jinping kicks off a high profile meeting with business leaders like warren buffett and amazon's jeff bazos. michelle caruso cabrera is live with more. >> hey there, brian. we expect that meeting is starting right about now. it was organized by hank paulson, former treasury secretary to bring together xi jinping with a lot of those ceos. we got in will to set up camera and equipment, and we were able to take this photo to show you some of the seating arrangements general motors ceo mary barra will be there. warren buffett will be there in. tim cook. the list as much longer than that. we're going to be able to find out what xi swrin ping told them, and we'll you that later in the day. meantime, we've already heard from the chinese president. he made a speech last night in a very big dinner with -- he mentioned the stock market, which, of course, halftime report has been so focused on what's been happening there. xi jinping defended the government's interventions and efforts to prop up the stock market. t
CNBC
Mar 15, 2012 12:00pm EDT
. is the acquisition too expensive to make sense. >>> china hard landing. sit already a reality? >> da >>> daring to short apple. >>> and blankfein versus dimon. who is winning? >>> welcome to fast money halftime report. treasuries look like they're breaking down. china is on the skids. questions linger about how europe will lay out. a perfect day to welcome john taylor. he has more than 40 years of experience in the foreign exchange markets. let's get thoughts from you, broadly. welcome to the show. great to have you. on the environment we're currently in. what we have seen lately on the dollar and coming on the heels of the agreement in greece. >> an awful lot has gone on. and in many way, nothing has chan changed. we're still in kind of the same spot we're in. europe is looking weak. the united states is looking stronger. we're worried about china. >> let me get your take on the short dollar. it's been a painful month. where do you see this playing out? how long will be on this trend, if it is a trend, where the dollar continues to rise? >> i'm short. only for say the next mo
CNBC
May 5, 2016 12:00pm EDT
additional plant in freemont or china or europe, and they are not getting into the specifics at this point, but they need to grease the tracks, and what is interesting is that when you talk to the analysts or looking at the research notes, almost all of them say the same thi thing. that is that nobody thinks they will get to the 500,000, but everybody knows they need a capital raise, and this is setting the stage to ask for it. >> and forbes out with a column there today, and the gentleman said that tesla's elon musk is ignorant of the basic facts of car production. >>. [ laughter ] oh, well, i don't believe he is ig nornt, but they are too aggressive on the volume. everybody agrees with that, and you can't get to the levels they are talk about, but however, when you talk to the people who have driven the model s or x, and yes, the x had production problems as they were developing it, but if you talk to the people who have driven the vehicles, and the folks at "consumer reports" and everybody in the auto industry, they say the same thing, it is a pretty darn good car or pretty darn good su
CNBC
Jan 12, 2017 12:00pm EST
something -- how about this. how about in china, they got 80% of the high-end market right now. >> and china is -- >> they didn't come up with the mobile phone first. they just came out with the best. >> the best, right. and always make -- >> mobile phone was much better. technology was cutting-edge. they have not grown their service business -- >> really? >> they haven't? >> 11%, 14%, 20%, 24%. >> they have not grown the service business -- >> the service business alone would be one of the fortune 500, one of the top numbers. >> the service business extended past their user base. so -- >> wrong. >> a billion users. i don't know what you're not seeing in this stock. but it's pretty interesting. >> i'm looking at the stock -- >> there is a reason why the stock goes higher. >> i'm looking at the lack of innovation. >> one quarter in which phone sales declined. when they report, i bet you see a bump-up, the iphone 8. >> that's not the best part of the stock. >> thiel says we know what a smartphone looks like and does. not the fault of tim cook, but not an area where there will be
CNBC
Feb 3, 2012 12:00pm EST
is not doing well where the u.s. and china are. i would have thought we were selling more lipstick over in europe for those pigs, but who knew. >> lieutenant health care popping 8%. grass grasso? >> you see this name up, and you see hca up. mixed bag for hmos, that group is down. >> and manpower is up as well today, popping 4%. >> ran in the close yesterday. after hours, there were a lot of betts bets being placed but i believe we're jobs related and, in fact, paid off very big. stock opened up dollar. run another dollar since then. running up nearly 5% on the day. >> bill gurley of benchmark capital right after this bake. >>> welcome back. take a look here at the nasdaq 100. it's at session highs heading also for its highest close since 2000. so you're looking at the nasdaq 100 up 1 1/3%. tech has just been performing well of late. so who better than bill gurley to bring in. he's general partner at benchmark capital. strong day for tech. premier firms in the valley. benchmark has investments across the entire tech separations, from mobile, social, and the cloud. we'll touch all th
CNBC
May 10, 2016 12:00pm EDT
them. mining is a problem and china is a problem and the reason why it trades where it does is because you have these issues so i think they have done enough of restructuring and like the margin story as well so i'll stick with it. >> programming note tomorrow on "the halftime report," the man behind the $100 million short on dish networks is speaking exclusively to us. sahm adrangi is explaining why he's making that bet against dish, an exclusive bull/bear debate. looking forward to that tomorrow, a story people have started to talk about in the last few days. around the horn, markets doing pretty well. biggest gain in a couple of months, pete. how do you see it? >> two things that really stand out for me. obviously oil. talked about the beginning and also the fact we're seeing some participation from the financials. if you keep an eye on the xle, watch the 50 and 200-day moving average. that continues to hold and something to keep an eye on going forward. >> dow is up nearly 200 and there's the xle. got a basketweave glimpse. oil is doing nicely. just shy of 40 hadn't 45. >>
CNBC
May 17, 2016 12:00pm EDT
movies. who? a small business in china. a business? they work nine to five. they take lunch hours. like a job? like a job. we tracked them. how did we do that? we have some new guys defending our network. new guys? well, they're not that new. they've been defending things for a long time. [ digital typewriting ] it's not just security. it's defense. bae systems. >>> there he is, the segment is called "the breakdown with josh brown." this is about the charts? >> all about the charts. well, i want to point out a stealth bull market that really, we never talk about, it's surprising almost, and no one talks about it. it's just been incredible, defense stocks. so let me just show you defense in aerospace etf. there are two of them. this is the bigger one. ita. gives you a sense, this is a sector that's basically at all-time record highs issue and most of the constituents in the group, i'll show you in a sec, have had a pretty good year. to the next chart here. so talk about honeywell, much more in the aerospace side, we'll talk about ratheon. >> lockheed? >> a good one too, lmt. there'
CNBC
Aug 25, 2014 12:00pm EDT
. >> well, i think if you look at something like china mobile right now, look at the last month and the performance we've seen there, scott. a lot of people have been looking at a variety of names and looking for some sort of growth. take a look at this name. you've got the dividend yield. obviously we know some of the synergies as they release the new iphones. they've been building out the systems. take a look. it's been on a huge run. it's been under the radar from everybody. >> all right, steph. >> so wells fargo is talking about doubling the size of their asset management business to getting it to a trillion dollars over the next couple of years. and they're going to do it probably some de novo, but so some -- that you want to be buying into that. >> doc? >> i mentioned the energy plays at the top, judge. and chesapeake chk, watch that one, nfx, newfield, watch that. a lot of these are kind of sliding under the radar, even though they're up 2% or more, they're outperforming the broad market. and i think they continue to. >>> coming up, you're about to have access to some chinese inv
CNBC
Nov 17, 2014 12:00pm EST
. we know that. it's come off because japan has come off because of china and europe. look at supply and demand, it's reasonably imbalanced. what we look at also, is over the next five years, about a third of the production that's supposed to come on needs oil at $80 or higher to be economic. and that includes some of the fields in the u.s., in canada, so it won't take a lot for that supply demand to get back out of balance and we still think it's a good hedge given all the things going on geopolitically. >> keith, what do you think, getting away from energies one second, the financials, they're trading near 52-week highs when you look at the xlf. certain spots or where in the financials? i know you're bullish on them? where are you bullish and why? >> we still like broad based financials, pete. we're bullish because we still have not seen the yield curve, yet to come, and when that happens that creates a lot of profits for financials instantaneously. financials will -- and the banks in particular, will benefit from a strengthening economy both in the u.s. and globally which we think
CNBC
Jan 27, 2017 12:00pm EST
take the hit. >> or where vicente said this morning, look, we have china. do we really want to play that game? i don't think we do at the end of the day. we've never had conflict with that country. i mean, you know the saying you get more flies with honey than you know what, right? why is it that we can't just have a civil discussion with the partner that we've had, with so many years to talk about how we renegotiate. >> because we've done that for 12 years and he's basically saying no more. he has campaigned and won on saying the old way i'm not doing it. regardle of whethe honey or vinegar works, he's saying i'm going with vinegar. to the poi that you made, i think some of these actions do actually have teeth right now. josh, you make a good point ability taxation requires congress. but the pipeline executive order, saying we're going to go ahead and build these pipelines. he's done that. we saw the day it happened, the market crescendoed after that news and the materials and pipeline companies went up with it. that's a case where the market responds to the actual action that is g
CNBC
May 20, 2014 12:00pm EDT
today is asia, china is one. north africa, we can see a big boom happening, as well. and we have a property, 11 of them open in the next 14 months, still outside america. >> is the environment more competitive today than it was, say, five years ago? >> you know, it's all about the service delivery. and for ritz-carlton, it's creating memories for our guests that will last a lifetime. in fact, when we look at performance in america, on par to say 74% of our hotel are number one in the market share today. >> when you look in terms of pricing power, you know, i can't stay at a ritz-carlton, i know scott and definitely pete stay at ritz-carltons themselves. are you retaining pricing power? and are we at a point in the cycle where you're comfortable enough that if you raised prices a little bit, you'd be able to -- the consumer would absorb it in. >> you know, in fact, when we look at market share, one of the measurements for the hotel business is all of the available room. in the last four years, ritz-carlton is up 42%. there's great success and great demand for people who want luxury
CNBC
Mar 16, 2017 12:00pm EDT
update this hour. china says the best way to reduce tensions in the korean peninsula is for the u.s. to suspend its military drills with south korea, and for north korea to halt its nuclear missile program. the comments coming from the chinese foreign ministry. >>> iraqi security forces have arrested five suspected isis members in mosul. they conducted rates in two neighborhoods in east mosul after receiving tips from informants and the general public. >>> hyundai is recalling nearly 1 million cars in the u.s., because the front seatbelts could detach in a crash. the recall covers side size sedans from 2011 through 2014. >>> a new report on jose fernandez. it concludes he was responsible for his crash. the florida fish and wildlife commission shows fernandez was operating the boat when it crashed into the jetty last september, killing himself and two passengers. >>> that's the news update this hour. i'll send it back to you, scott. >>> all right, sue, thanks so much, sue herera. >>> deregulation nation now. president trump said he wants to reduce regulations, so what stocks will ben
CNBC
Feb 10, 2014 12:00pm EST
. the film gave disney its biggest opening in china for an animated film, bringing in $13.7 million. i saw the movie. josh, did you? >> who did you see it with? your boys? >> whole family. family outing. big family outing. >> here's my issue. a lot of people have expressed the same thing. the movie was very -- >> a lot of people? >> yeah. no, truthfully. there were like serious marxist undertones here. i'm not a political guy, as most people know. it was just kind of weird to watch this whole concept where everyone should be equal and there's no such thing as exceptionalism. the bad guy in the movie's name literally is lord business. it was almost like this uprising of toys against like -- in the meantime, leggo the corporation is one of the best-run businesses in the industry. it had $4 billion in revenue last year. it's kind of weird to watch this whole diatribe play out with toys being used as propaganda. >> have you written a blog yet about this topic? >> not yet. >> clearly this has been well thought out, though. >> this is chewing at him. >> this is clearly a public service annou
CNBC
Sep 3, 2014 12:00pm EDT
know, a force unto ourselves and our growth typically propels the world. china is getting a little better. i don't see complacency. i see sam zell, one final point, getting hedge fund returns for the month of august. they're all over the place. i see some negative nushance, some positive numbers and when i see the negative numbers, more than just -- a rare occurrence. >> united states did 4.2, and the estimate for the third quarter of the united states is 3% and it's held that throughout each one of these headlines that come through. the other thing that is quite amazing to me is the complacency on the far out fed funds futures numbers, which have pegged the december 2015 at 70 basis points and been in that range. also no disagreement in the market about that. all the guys like zell with the headlines of doom, but nobody seems to be putting their money -- >> that's just not true. the reason some hedge fund returns a lot of low and down, is because with an s&p up 4% and russell up much more than that, your xpeshers had to come down. short book increases. hedge fund assets in the uk,
CNBC
Jan 6, 2016 12:00pm EST
whether it's that disappointing pmi number in china overnight or that north korean news. investors are in a sell first mood yet again today. stocks dropping right from the get go. remaining under pressure. you see now the dow is down some 200 points. 1.25%. each of the major averages under significant pressure today. dr. jay, i go to you first. >> i mean, people are making a big deal about north korea and the impact that ago on the market. >> the nuclears test, stooefb just tweeted out a great chart about it. people should take a look and see what the reaction has been after north korea has tested nukes. nonetheless, people did -- perhaps china and what's more interesting to me, scott, is earnings. the earnings season just about promised. that is far more of a driver than a one day event like we're seeing right here. in other words, fed and the north korea both full of bluster. not going to matter. trok at the 20-year -- or the 30-year rates. take a look at ten-year rates. >> kevin o'leary, you are a buyer. >> i fwrae. north korea is in -- everybody is throwing sanctions on forever. i hat
CNBC
Jan 28, 2016 12:00pm EST
will work. >> thanks. >> all right. coming up a bright spot in china as alibaba's earnings beat the street. stock is turning lower though. josh brown earns it. we'll get his take on the numbers. microsoft reports after the bell. we'll set you up ahead of those numbers. you're watching cnbc first in business worldwide. >> the halftime report is the place for market moving interviews. >> as i look to the fourth quarter of 2016 i see really bright spots. has a number.surance py but not every insurance company understands the life behind it. for those who've served and the families who've supported them, we offer our best service in return. ♪ usaa. we know what it means to serve. get an insurance quote and see why 92% of our members plan to stay for life. ♪ do something! get on the floor! oh i'm not a security guard, i'm a security monitor. i only notify people if there is a robbery. there's a robbery. why monitor a problem if you don't fix it? that's why lifelock does more than free credit monitoring to protect you from identity theft. we not only alert you to identity threats, if
CNBC
May 3, 2012 12:00pm EDT
china as well. if you can believe the numbers. i tend to go for the hsbc market survey, which i think is more accurate, not government. what you do is basically do nothing. it seems that people in the camp, if there's going to be a qe3, are winning the day today and yesterday. that's the only way you can explain why the market is not down lower. you also have to take a look at what companies are saying. forget about the broken business models like netflix and green mountain coffees. they all talk about the continuing weakness in china, gm, and europe. it's broken. they can't fix it. i'm concerned about global slowing. i'm position very light in terms of the net long exposure in equities, and i'm saying there. >> you're a guy that likes to take a shot. some of the names i threw out there, netflix, which guy talks about, zynga, open table, some of these stocks that have fallen 20% to 30% over the last 15-day period. do they start to look attractive if you're sitting on cash and looking for the opportunity to put some of them to work? >> there are a couple i bought, not those, though. yo
CNBC
May 6, 2016 12:00pm EDT
over altogether, and the data out of china is not good, and the jobs report, and wondering what the fed is going to do in light of the internals inside of the jobs report which is not so bad. the average hourly earnings were up. >> yes, it is going to be choppy, i think as we get through the earnings, and the you focus on the macro data, and we are all going to be focused on it, and it needs to be better for the market to do bet ter. and here is the thing about the jobs to average the last six months averaging 220,000 jobs which is compared to last year of 20 -- 2015 of 229,000 jobs, and if we see it slow down, okay, we have to watch it, but we should not overreact. and the earnings number was the encouraging part of the report, and that is why gold is continuing to go up, and the reason why i think that the bond market actually are reversed because the people are thinking that they have more inflation in the system, and the cyclicals continue to lead and even in the choppy market, and they are leading and outperforming relative to defensives. >> and doc, jim cramer has what is a clorox
CNBC
Jul 22, 2016 12:00pm EDT
mexican people. mexico is our third largest trading partner. we sell more to mexico than we do china, india and russia combined. every year millions of tourists and bits people and friends and family cross our border legally. every day 1.5 billion dollars in trade and investment crosses our border, and that's trade that supports over 1 million jobs right here in the united states. on a whole host of issues. from our shared security to climate change, mexico is a critical partner, and is critically important to our own well-being. we're not just strategic in economic partners we're also neighbors and we're friends and we're family, including millions of americans that are connected to mexico by ties of culture and of language. and that's why as president i've worked to deepen the partnership between our two nations, and today enrique and i discussed ways to keep strengthening the u.s./mexico partnership. first, through forms like our high-level economic dialogue we're going to keep working to boost trade and grow our economies, and create more opportunity for our people. with today's
CNBC
Jan 15, 2015 12:00pm EST
you're getting and getting it in europe, getting it in japan, probably going to get more in china, and in india that was the biggest surprise to me overnight more than the swiss national bank that they lowered rates and they could do so because their inflation numbers are coming down because of energy prices. they import 80%. to me i think there are pockets internationally that i think you can still own. still want to own u.s. you want to own some pockets of where there's value there. >> i thinks the concern about the deflation is real and coming back once again. i disagree with the premise that low oil prices are a near term benefit because clearly the discourse in the high yield market suggests that it's not. i go back to what i said the other day. a lot of high yield companies over the past couple years to feed the shale wells, that have to continue to borrow and were able to do so, cheap financing to keep the wells going, now is the moment where they have to finally hedge and that means they have to sell against their production in the near term. that's a problem. long term co
CNBC
Nov 10, 2014 12:00pm EST
in china. it's a made up event that has become a very real phenomenon. alibaba expecting to bring in $8 billion in sales on this one day alone. truly remarkable. the stock by the way is up yet again today. and as we look at that, we send our own david faber all the way to the company's headquarters, to capture the flavor of this event firsthand. david? >> singles day is under way here in china. at the headquarters of alibaba, the auditorium we're in tracking the progress of sales which have exceeded over a billion dollars globally at this point. most of that, of course, takes place here in the country, but this year, alibaba has tried to take a holiday that it essentially created back in 2009, with the modest effort to say to single people go out and buy yourself a gift and we'll give you a significant discount, not trying to take it global -- now trying to take it global. following the company's ipo not long ago, did $5.8 million in gross value on singles day a year ago. people stop their buying and then stock up if you will during singles day to buy so many of the items they want a
CNBC
Sep 15, 2014 12:00pm EDT
you will monetize the mobile. jd.com worked out well. e-commerce in china, proven to have the growth. proven to have the profits. proven to have the users. so i think overall, the downside is protected. the one thing i would do and the market is doing it today, is if you're going to be taking funds and putting it into alibaba -- >> where will you take them out from. >> somewhere else. >> they are taking it out -- >> look. >> some of the names in the nasdaq today and you look where some money is coming out, where is it likely to continue to come out from if you need to clear the decks to make cash to get into yahoo!? i mean alibaba. >> the obvious place is amazon. >> amazon -- >> down 5% since the announcement of this. >> and twitter is down almost 5%. facebook, google, all of these kind of growth names. look at starbucks. that stock is getting hit too. a lot of the growth names, people taking their money off the table. great stocks. i think you want to make your shopping list for sures this week and taking a look at twitter if it falls below the 50 level which is we're seeing today.
CNBC
Oct 24, 2012 12:00pm EDT
that happened today is that china came out with some unexpectedly positive news in terms of their manufacturing. unlike a government release, this is a private release, and it showed that pmi is picking up, but yet this is the first day where we haven't seen a massive run-up, 3%, 4%, 5% in the material stocks after the economic data came out. so what that means is that now we're looking at the u.s. and the slowing earnings picture, which continues to slow, and europe, where the news was negative. >> yes. >> i'm not saying it's all about the market, slightly positive here. we've had a great year. i don't see people rushing in, they see morris tock the downside. as i said, slightly bullish but i'm not adding. >> morgan stanley suggested today that from here on in the data, the news flow from china is likely to get better and they should play it specifically as you mentioned through the material stocks. would you? would you buy now in anticipation of that? >> no, i wouldn't. i don't think the news is going to be that good and their spending if they give mormon tear stimulus which the
CNBC
Mar 5, 2015 12:00pm EST
central bank action. prospects for higher rates. potentially slowing growth elsewhere in china and japan and the eurozone and what's happening there. i think the first thing that i look to when i look out on the horizon is an opportunity to take advantage of a pullback, would be when rates start to tighten in the u.s. we actually think that's going to happen from a timing perspective because the data suggests it should, earlier rather than later. >> you think june? modeling the way you're putting money to work for your clients june is going to be the day? >> june will be the day. we're going to use that as an opportunity, that volume as an opportunity around that much like may of 2013, to add position. we think that could be -- we don't think markets are pricing in an early tightening. >> hold your thought and i mentioned we were going to continue to follow that developing situation out at laguardia airport. sue herera has the latest news for us. sue? >> yes, scott. we have more news and developments out of this incident at laguardia. just to recap, it was delta airlines flight 1086 orig
CNBC
Feb 21, 2017 12:00pm EST
when she comes out and puts a $154 price target on there she's talking about china. in 2015 that was when they really started to get very, very aggressive in china. the two-year cycle is about up. and this now going into the 8 is going to be huge. you add that to that and 20108 looks very, very strong. again, second half story. and we already have a very strong first half. >> only bumped it up by four bucks, pete. she was at $150. >> right. but she was at $150 when this stock was trading about $105, $110, something like that, scott. she's been aggressive. she's been steadfast and what she thinks is going on the right now, this transition. and services to kevin's point, we've been talking about that forever. that is the area where you've got to focus. and if you focus on that you see the growth and that growth is going to be absolutely incredible. >> where were you when the woz bonding over, football? >> we were actually bonding a little bit over football. mostly talked football. we were atta wild game. the wild, you caps and your wild, the best two hockey teams there are right now. b
CNBC
Apr 10, 2015 12:00pm EDT
, you know, the apple watch. >> phony -- >> it's not phony. it's from china. >> as jim said, this is about returning capital to shareholders which is probably going to happen in a big way in apple. it's about apple pay. it's about the 6 and the 6 plus. and how important this is for apple. far beyond the watch. so the watch is an afterthought because it's not waterproof, because it's more expensive than most of the other fitness app things you would wear. the wearables. i would say yeah, it's not going to be a big deal but it's a big first step for apple. the second and third iterations they could be big, especially if they're as jon fortt said 199. >> speaking of big steps, coming up, ge's major restructuring of ge capital. the stock one of the portfolio managers sarat's top ten holdings. he'll join us next on the $50 billion buyback. the asset sale and who maybe could be next. plus former medtronics ceo going after billionaire investor nelson peltz reacting to his dupont proposal. bill george will join us live on the half in just a few to explain. plus the final day of our halftime
CNBC
Apr 26, 2017 12:00pm EDT
yesterday? did you hear the comments steve wynn made about anticorruption in china and how things are normalizing now, which i read are getting corrupt again, so there have, going back to the vip stable, spending money on bag, on cars. >> he said all of that and boy, the stock hits a new 52-week high today. there were buying the 115 calls in may just a week ago, have been richly rewarded. it's a nice trade. >> back to phil lebeau with a news alert. hi, phil. >> let's take a look at shares of fia the t chrysler. they reported quarterly earnings, better than expected, this morning and the stock was up premarket and that's continued throughout the day. the stock up more than 9%. what's interesting is the conference call about an hour ago. sergio was asked by adam jones, point-blank, are the jeep and ram brands strong enough independent enough really big enough to stand on their own as separate entities, either together or separately, much like ferrari. being spun off from the company. sergio straightforward answer said yes. now, there was no follow up question. no indication that ser
CNBC
Feb 13, 2017 12:00pm EST
changes that yum brands has made they have separated their china operating unit from the parent and the parent is now a pure franchise business that believes they can actually grow more effectively as a franchiser. i think it closed at 15 times ebitda and that's the model that we think wild wings should explore. >> do you think that sally smith, the ceo, should remain in her job? and do you think you can reach a settlement to avoid the proxy? >> you know, i mean, we're certainly open minded to discussions but so far the company has been completely unwilling to explore anything in that regard. which is why we've been forced to take this step. you know, we have been in conversations with the executive team and with various members of the board since -- since early july. we've repeatedly requested an opportunity to have an audience with the full board, that has never been provided to us. we've shared with the company, you know, hundreds of panls of analysis that go into the various tradeoffs of franchising and operating improvement. that analysis is available on our website for everyon
CNBC
Aug 23, 2017 12:00pm EDT
companies that i talked to all say that china's doing quite well i think that's one of the reasons you actually have kind of this tilt in the market, this rotation now back into materials, industrials did quite well yesterday they're taking a little bit of profits today. i don't know what's -- i mean, i get the energy response today from the inventory numbers we'll see if that has legs but you're clearly seeing a shift to more cyclical growth things and sectors in the face of good profits. >> eamon, the other story that's clearly going around and certainly fodder today is this battle between the president and the senate majority leader, mcconnell. and i wonder if that, too, is kind of weighing on the narrative of, you know, tax reform or tax cuts coming. these guys kind of need each other for that to happen, don't they >> they need to work together and they've got shared political interests and those shared political interests are not going to go away but "the new york times" reporting that they had a profanity-laced shouting match on august 9th on a conference call the president i
CNBC
Oct 22, 2014 12:00pm EDT
. absent the big risk. china is not buying less oil they are just buying from new suppliers. >> you are looking at the charts. does the chart agree with what scott's saying. >> it certainly does not. sweef seen after the huge drop is a tight consolidation that is telling us get ready, something is going to happen. if it settles below 81.50 it's going to come out to the downside to. me it's more likely it breaks out in the same direction it came from. so i think it's slightly more likely it goes lower from here. >> here we're always weighing for something to happen. we'll be watching closely. in the meantime for more check out website. and of course the live show tomorrow at 1:00. >> thanks jackie. let's trade it here on the desk. >> in the energy space, that is the one area at the top of the show where do you see opportunity? i think when you loob at halliburton and they are big in the fracking and one of the biggest in the world. in the call, they not only had record numbers but also talked that even though oil is pulling back they are still seeing demand. i look at halliburton and als
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