Skip to main content

About your Search

20090604
20171211
STATION
CNBC 105
DATE
2016 24
2012 22
2017 19
2013 17
2015 13
2014 10
SPONSOR
LANGUAGE
Search Results 0 to 49 of about 105
CNBC
May 10, 2012 12:00pm EDT
reported as well as he addressed the revenues. when you look at china and look at growth, and you also have to wonder the margins. i'm impressed with the idea the margins could maybe expand because of the explosive growth in these frozen drinks that we all know it doesn't cost as much to produce the frozen drinks that are getting a real premium dollar amount. i have to think that's going to be another area we're going to see some of the growth. i love the name, yes. >> let's take a look at what the s&p 500 is doing today. again, the markets have been fairly turbulent this week. the s&p 500 holding on to gains. it's up five points or so. dow up about 50. nasdaq is the lagger today largely because of cisco's disappointing outlook. coming up on the halftime report, we're going to get more value plays from gotham's joel gre greenblatt. how do you know which ones to follow? the equity summary score consolidates the ratings of up to 10 independent research providers into a single score that's weighted based on how accurate they've been in the past. i'm howard spielberg of fidelity inves
CNBC
Aug 17, 2016 12:00pm EDT
company raised guidance and the best news is they are going into china in the fourth quarter and they are no longer a one-child policy and they could have more than one child an that is explosive growth potentially and they are online presence is growing very, very nicely. >> okay. got some unusual activity in the mosquito trade. that trade does exist. and guess who found it? the najarians. and we'll talk about it next. sewer because a company made a mistake. >> real money. >> we are short both tesla and solarcity. >> real debates. >> people think it's globalization that's hurt businesses, it's not, technology has hurt businesses. >> i don't want to go back to ang steve liesman marketplace. >> the most profitable hour of the day. >> all i get to do is tweet about the show. this is like the greatest moment of my life. weekdays at noon eastern. >>> welcome back to "halftime report." i'm jackie deangelis with the futures now traders talking a little bit of oil today, gentlemen. slightly lower today after we heard from the department of energy that weekly production rose by the largest increa
CNBC
May 25, 2016 12:00pm EDT
, tech and fpgss looking like they want to participate, and fitz takes up the china gdp forecast for '16 and '17 and housing is looking strong based on the numbers yesterday, and doesn't it make you stand back and say, well, maybe it is time to be a contrarian to how i thought before? >> well, i think that the market overall, i think that it is limited upside, but, yes, certain parts of the market, and s sectors, and certain parts of the equities globally have upsi upside. so for instance in the u.s., i like the energy trade and the a materials trade and the financials are more interesting in the short-term tactical perspective, and globally, emerging markets is a great trade with respect to the u.s. which is on the winning side over the course of the last three, four, five, six years. >> and i want to point out that the sectors that you like, and have liked have done the best since the february 11th bottom, steve, those being energy, materials and financials are up 20% since this diamond bottom of early february. >> i want to agree on the financial, and disagree on the energy and th
CNBC
Feb 16, 2012 12:00pm EST
saw some relatively bearish news out of china where they're saying it's only going to grow at 7% which is bearish for china. but the u.s. data, you can't deny. australia overnight had fantastic job creation and it was all in the western part of the country which is all the mining, which is everything that's off of china. so now you have this idea that some kind of greek resolution is on the table and things look a lot better and bought spiders right before i got on the air. >> you've been shifty lately. >> i called myself cautious. i wasn't saying i was bearish, but certainly cautious because you've had these economic surprises and how much more account market go up. but now it appears that we've got all this bad news out there. >> do you agree, dr. j? >> i do agree with bk that the market isn't focused on some of the bad things and is invite focused on things internal rather than external drivers. a little lift today coming from greece and a little bit of a selloff yesterday of course coming there greece. but you get the philly fed numbers, good solid numbers. and you see some
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
Oct 6, 2015 12:00pm EDT
interesting. they came out and basically said china is okay right now. he definitely agree with you as it relates to kind of the shift from growth to value. the protectionist kind of movement that's been going on. >> are they getting more comfortable being stuck with low yields when it comes to fixed income? if you don't think growth is going anywhere dramatic at least, 2% on the ten-year isn't quite as frightening, right? >> it's not quite as frightening, but we have to pay close attention to what has happened historically with a lot of the allocators and that's as it relates to the shift that they've been making to search for that yield. i think that's something we have to keep an eye on a long-term basis. have you pension funds that are going through a struggle right now to hit 6%, 7%, %. what does that mean? they have to find that yield where. >> it scares me. >> absolutely. >> we're -- what sectors are you guiding people towards? >> i will talk about the flow that is we're seeing, and we're absolutely seeing a shift away from the cyclicals. we're seeing a shift into more of the
CNBC
Apr 26, 2012 12:00pm EDT
, where do you see the growth coming from in china? prepaid is what's selling so well over there. that's because they're not on china mobile, judge. when they get on china mobile, i think that's a huge door opener for them and it's not going to be just iphones, it's going to be ipads, too. >> let's answer a question for our tweeter. it's 604, where do you think it heads? basically, would you buy the stock here thinking it's going to continue to go up? >> the baby is born, i get out, i got out yesterday. i'm going to reload. in other words, i didn't get short apple. i'm going to reload, but i think you're going to get a chance to trade this one by this time next quarter, next earnings cycle. i think it's a lot closer to a 7 handle. >> do you have anything to add to that? >> i own it, i think it's going higher. but when you get 27% of your revenue from china and you're not even in with china mobile yet with 760 million subs, i think that's a huge capital for them along with feverything coming out. >> nuance, better than expected second quarter numbers. the company's attractive growth in sp
CNBC
Nov 20, 2017 12:00pm EST
china's presidential envoy completes four days of talks in pyongyang, and they were aimed at improving relations between those two countries. he's highest level envoy to visit north korea in two years. >>> zimbabwe's ruling party says it's moving ahead with impeachment proceedings against president robert mugabe after ignoring a mid-monday deadline to resign. officials say he could be vote out as soon as wednesday >>> a nebraska commission has approved an alternative keystone route through the state, removing the last regulatory hurdle to the $8 billion oil pipeline project the commission was forbidden by law from considering a recent keystone oil spill in its decision >>> and the georgia dome is no more imploded earlier this morning, there it goes. that stadium was completed in 1992 it was home to the nfl's atlanta falcons until this year. the building has hosted the olympics, the super bowl and college basketball's final four over the last few years or so. m. >>> that's the news update the najarians and cramer seeing unusual activity in the options market so stay tuned see
CNBC
Jan 25, 2017 12:00pm EST
in china, what they're going through in korea. long story short, they've made it through these issues before. what you'll see from the earnings tonight is improvements from china, going on for a year now, and pickup in royalties from korea, where they had some holdback this is time a year ago, that will make the comps very favorable. the valuation here is so forgiving. >> wrap it up. >> what's the downside? qualcomm is easy to own here. >> i'm only kidding. sort of. >> talk about these chip stocks all the time. can klc. and we've got qualcomm conversation, technology and some of the moves. this is trading at a 52-week high. if the chips are as high as i think they are right now -- obviously we heard from sky works earlier this week. these numbers could be huge. that excites me. i'm looking for these numbers to make sure that that verifies everything we're seeing in the chip industry. >> what about microsoft? tomorrow after the bell? >> that guy is the king. he took over microsoft. look what transpired and the direction he has taken microsoft. as long as the focus is back on where the
CNBC
Dec 30, 2014 12:00pm EST
natural gas play as winter comes. >> i think we need to take a good look at china. we have three tail winds of lower oil prices, monetary easing and what i think are really important financial reforms. >> thanks for joining us today. >> have a happy new year and we will show you on the show in 2015. s&p pretty good year. "power lunch" picks up that story right now. >>> "halftime" is over. "power lunch" and the second half of the trading day start right now. >>> indeed it does. thank you very much. stocks under pressure this hour but get this, the nasdaq is only about 5% away from its all-time high reached back in march of 2000. the stocks that are powering the nasdaq this time around straight ahead. a lot of big moves in tech. hp splitting in two. what about next year? and the big cap tech names bracing for a major shakeup. oil. all is not well with crude. prices slipping. the dow down almost -- oil market down
CNBC
Mar 28, 2012 12:00pm EDT
financials. we're having a sell-off in the markets. maybe it's because of europe. maybe because of china. those are issues that i already know. as long as the u.s. economy doesn't weaken significantly, which it doesn't appear to be doing, then i'm still okay being long financials. that being said, separate the fundamentals from trading. you have a 75% profit in any stock. i don't care what sector. certainly take some off the table. >> this is what you're going to have to do, right, as a trader as you head into the second quarter. many sectors have sizable gains. you'll have to decide whether you ride that wave or you have to take a little bit off. what do you do with the banks? >> certainly banks have had a nice run. over the last month we saw it broaden out. financials up 6% as a group. xlf. they have rallied. we saw nice option activity in bank of america this morning. people going out buying over 25,000. playing bank of america to the upside but defining risk here is somewhat appropriate. we're entering a period of time in the market over the last couple years where it's difficult to
CNBC
Mar 18, 2013 12:00pm EDT
america. contagion is not an issue. the key issue is china. we look at europe and china is in much worse condition. we're not seeing the new regime coming out and put growth policies there. it's estimated by moody's 60% of their bank debt is bad. 400 in steel alone don't make any money. i think commodities remain under pressure and stay in the u.s. financials are a great place to be. >> housing, commercial construction. i would say china, that market is one of the very few markets down year-to-date so i think a lot of bad news is already priced into that market. >> let's look at the flash test. josh. >> jc penney surging higher today. analysts out with a note saying while the retailer seems to be headed towards serious financial and liquidity issues, investors could be overlooking an intriguing option here, specifically the option to isolate its top 300 locations and transform them into a low risk highly profitable reit-like entity. this could drastically change the way the market values jc penney. the stock up 10% right now. >> marshall. >> i think jc penney was looking for a reason to
CNBC
Mar 18, 2016 12:00pm EDT
afford as a centerpiece of its continued business dealings from china. >> like wise to you. coming up don't look now but emerging markets. october of 2011. find out where a top em fund manager is putting his $45 billion to work next. it's a drone you control with your brain, which controls your thumbs, which control this joystick. no, i'm actually over at the ge booth. we're creating the operating system for industry. it's called predix. it's gonna change the way the world works. ok, i'm telling my brain to tell the drone to get you a copy of my resume. umm, maybe keep your hands on the controller. look out!! ohhhhhhhhhh... you know what, i'm just gonna email it to you. yeah that's probably safer. ok, cool. woman:man: yes.a newspaper? woman: it's quaint. man: did you read about this latest cyber attack? woman: yeah, i read it on my watch. man: funny. woman: they took out the whole network. man: they had to hand out pens and paper. woman: yeah. man: could it happen to us? woman: no. we're okay. man: we are? woman: yeah, we brought in some new guys. man: what do they know that we don't?
CNBC
Aug 9, 2012 12:00pm EDT
weakening in china and weakening in europe. our u.s. exports are holding up despite this, or is that come off about to happen in the coming months? finally look at gdp. we went up at 830 with the trade data to up above 2% on the revision and then the wholesale trade data came out and we're down to 1.5%. we're right back where we started but a little bit of economic news. either the markets smelled this, scott, but it was trading on incremental. >> the market is in striking distance of this four and a half year closing high. that's the dow. it believes bernanke has its back. >> sure about that? >> i think it's more so than the economy is improving. >> what explaining the rally friday? the rally friday to my mind on a 163 number seemed to back off the chance for fed qe. maybe it's the temper put, which is if things are bad, the fed has my back and if things are good the fed doesn't do it. that may be the reason the market rallied. i maintained from day one that the market wants better economic news more than it does a fed life. >> you know what it is? more than anything else it's the m
CNBC
Mar 2, 2015 12:00pm EST
went under cover at three of lumber lick we day tors in china claiming it contained dangerous levels of formaldehyde. he says he brought the story to 60 minutes and been betting against that company for two years. whitney, welcome. >> thanks for having me. >> i know you just got off a plane, but talk to me about the last 18 hours. what's your response? >> i was in awe of the investigative journalism they did. i brought them a very well researched story that i was confident was right. they then took that and ran with it and came up with a lot of stuff that i wasn't aware of. i can't believe they got cameras inside the chinese factories with the managers admitting they were selling toxic wood. >> so the stock is off the lows. yes, it's still getting hammered today. the company itself issued a scathing and i would say defiant statement of all this. i'm going to read part of it to you. we believe 60 minutes used an improper test method in reporting that is not included in regulations, those are california law requirements and does not measure a product according to how it is actually bei
CNBC
May 19, 2017 12:00pm EDT
the index and they're driving everything from advertising to sales in china. if we think about where we've come over the last year, from a fear things were falling apart in china and emerging markets were cratering, now, we see they're improving. these are all buyers of technology. u.s. companies they're buying. look at sales force today. the earnings i think a lot of that is because world markets are growing faster than people expected and so, tech is the way to play that. if you're a u.s. investor. to say this is one sector and they all kind of look alike. we know they don't. it looks nothing like facebook and anything whatsoever. think about the chip sector. nvidia doesn't look like qualcomm on micron. there's a little bit of something for everyone in tech. you want to be b a real high growth investor, you can be in amazon, nvidia, fabcebook. you want to be a big value investor, i am. so i like the cisco's, the qualcomms and intels of the world, but there's something for everyone in here. it's a little difficult to paint such a broad brush stroke for tech. >> i think overall
CNBC
May 15, 2017 12:00pm EDT
right, i was talking to him about this, he was talking about china. he's concerned that they can get the progress in china that they need to get. that's going to be one -- >> yeah. >> why are you holding out on us? >> like a week and a half ago. good man. >> i think you were talking to nick jonas. >> wooir going to take a break. here's what else is coming up. >> cyber attacks lead to cyber tunty. the sector is popping today. next up, we'll go through the list. and the etf that holds the big names, hsck. plus, the stocks to get ahead of before this week's quarterly reports. we're talking walmart, home depot, tj maxx and deer and pete sees unusual activity from the options market in yet another big name. see if this leads the stock higher or lower? the heem are back in two minutes. at fidelity, trades are now just $4.95. we cut the price of trades to give investors even more value. and at $4.95, you can trade with a clear advantage. fidelity, where smarter investors will always be. and at $4.95, you can trade with a clear advantage. our 18 year old wase army in an accident.'98. when i
CNBC
Oct 15, 2012 12:00pm EDT
having a hard landing, scott, i think it's behind us. even the worst expectations for china, 7%, 7.5%, 8% growth, i think e sort of upside surprise, you hit the nail on the head. upside surprise out of china, caterpillar starts to take out $90 quickly. >> stephanie? >> jpmorgan, i thought the reaction on friday was ridiculo ridiculous. that quarter was very good. they beat earnings, beat revenues. mortgagings were very strong. you will see that as a common theme in the banks and we have already, and i think capital markets continue to recover. so this stock has not recovered actually from the -- the stock prices have gone up but the valuation at 1.1 times tangible book. the stock typically trades at a lot higher multiple than that. that is one we will be buying when our restrictions are cleared. >> an interesting difference of opinion between jpmorgan's view on housing and perhaps what you got today out of citi, right? >> i think it depends on which side you're on. are you looking at originations, looking at production, looking at servicing costs? i think that jpmorgan has very good expo
CNBC
Mar 16, 2012 12:00pm EDT
about what's going on in europe and rising concerns about the economy in china? >> i would say we're not that concerned about china. i know there is a lot of people who are. we like emerging market equities on a global basis. i think the underlying fundamentals in china are good. emerging markets generally from a sector perspective we like tech, industrials. one of the people was talking industrials. economically sensitive sectors, strong business spending, lots of cash on balance sheets. good cap-ex-trends. >> you like cyclicals. >> i like those parts. other parts we are not in. we have to recognize them. also that the cyclical sectors moved far. we are overweight health care in the portfolio. so there is a balance. with earnings growth converging i don't think we should expect the same sort of cyclical outperformance going forward. >> you have a little bit of a defensive stance as well with the health care play. grasso? >> i want to ask quickly, jeff, are you concerned with the supreme court ruling on the affordable health care act, obamacare? hearing at the end of this month and the r
CNBC
Nov 10, 2016 12:00pm EST
chinese goods and some of the analysts say that could result in a significant decline in china gdp by as much as 4% talking about china, the world's second largest economy. a big slowdown there could, of course, have global ramifications. we're seeing em under pressure. brazil down about 7%. the e it tf. the pay so, i should point out, still under pressure losing 8% today. another 2%. the big stand out here, scott, looking at emerging markets, the russian markets and the russian ruble and the prospect of stronger relations between the u.s., the united states and russia with trump in the white house. >> thank you, talking about emerging markets. what about this trade now? big, big, big reversal. >> the brazil trade in particular was down 5%, down 7%, then down 10% today. it's come back to being down just a little under 7% but that is just something that people overstayed their welcome there. they're going to be hitting the exits for days to come. it's not a one-day event. >> done with this trade? it no longer works? higher dollar? >> you have to make a distinction between emerging mark
CNBC
May 16, 2013 12:00pm EDT
. >> get into china probably, that explodes the reach and you've got to get a phone that's competitive because right now, people do not use the phone to make phone calls. you've got to have a bigger screen. >> and don't forget, this summer is the ios reboot. the next version of ios and that should give us some indication of how well the software and hardware sides of apple are working together. keep in mind, johnny irons and he's been working with the software team more. let's see if they can innovate with johnny running things on both sides. >> i was wrong during the segment, so that's notable in itself. second of all, until further notice, this is in a trade range, 400 to 440 and that's it until you see something break. >> i thought you were alluding to cisco. >> yesterday. >> 429 last night. opened $6 lower today. slammed down to that support level around 419 and then ran $18 to the upside. that was quite the move. we haven't seen that in a long time out of apple. >> coming up, tesla is in high gear. shares way up today on word of the ceo's plan to invest $100 million into the compa
CNBC
Aug 15, 2016 12:00pm EDT
. and especially in a pliace like china, a different language and something could be lost in translation. the term autopilot probably gives the software more credit than what it actually does. it does not give you the ability to not pilot your car. i think that's probably smart. you might see it happen around the world. >> who else has takes on tesla? what the stock has done? people have been trying to throw the kitchen sink. >> everybody thrown at it. >> it doesn't work that well. tesla still up 3.5% over the past month. >> it's a cult. >> they've had everything come at t. everything. >>> and petal running through unusual trading active coming up next. fir first, show you the s&p heat map. what's leading. materials, best performance. steri industrials, energy and tech. we're back after this. >>> we're back. resident options sees something unusual. at the telestrator. pete, what's going on? >> in twit perp talking about this name a long time. ever since talk of balm myrrh getting involved. tweaked something. apple tv talk and the rest of it. you can see by the stock price at a little ove
CNBC
Apr 17, 2012 12:00pm EDT
earnings be enough to pass the market in troubled europe? >>> china rising. find out why flat rock says china will con found the doomsayers. >>> find out what the play sat the top of the hour. i'll see you then. now back to michelle and "fast half." >>> apple above $600, 602. higher by $22. aren't you glad, pete, you bought it yesterday? >> yes. very lucky. although this morning i didn't feel very lucky when it was trading at closer to 570 but i do like the move. the stock volume is on fire. already a full day's volume completed trade, and if i look at the options, they're on fire as well. people expecting this bump to continue. >> you got in at 589 to 602. whether you getting out? >> i'm wanot getting out. you brought up intuit earlier. i believe in this. >> time for "money in motion." the euro rallying after better than expected bonds. thursday's long-term bond carries a lot more weight. let's bring in andy to make dollars and cents of it. forget today's auction. why is it bigger and better? >> i think it makes risks for spain. the maturity shows that's where the volatility is, really
CNBC
Jun 3, 2016 12:00pm EDT
they could see less losses. europe they could grow and stay profitable. china they're making inroads. there are certain things for general motors i think where the valuation is so low and the expectations are so low and you get a nice yield while you wait, i would not own gm or tesla, i'd own the auto parts companies because that's where you get the leverage. >> greater return in five years. being an investor in general motors or ford or tesla? >> i think you could make money in general motors, ford or tesla in five years, the thing is for which company do more things have to go right? and that's what -- when you value investors talk about margin of error, you don't have one in tesla. everything has to go perfectly just to justify this name having a 200-plus stock price. with gm and ford, everything does not have to go perfectly. you're being paid a nice yield to wait for things to go right. >> everything almost has gone perfectly and the stocks haven't -- >> i'm not in any of these and i'd rather be in aerospace, frankly. companies involved in growth areas. autos are not going to be
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
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
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
Feb 13, 2013 12:00pm EST
probably helped out china as well. joe you wanted to jump in? >> david it sounds like maybe you're not as rosy in regards to your outlook. you're saying i would have been right in a pullback if not for central banks being so flush with liquidity. what about the housing recovery we're experiencing and corporate earnings that are incredibly strong and what about a corporate debt market that in terms of issuance investors can't get their hands on enough of it? >> well i would say that the high yield market's become fully priced. high yield tends to lead the stock market and you know beauty is in the eye of the beholder. you talk about strong corporate earnings but you're benchmarking what we're seeing against what the consensus was heading into the quarter. if you look at the overall pattern of year over year earnings growth it's been coming down. the pattern of year over year revenue growth is coming down. you talk about blockbuster earnings they're not blockbuster but beating beaten down consensus estimates. i think the second half of the year the year we get double digit earnings growth t
CNBC
Feb 9, 2015 12:00pm EST
constructive role. china's served a constructive role. and there has been no tracks in this -- on the p-5 plus-1 side of the table. i think that's a testament to the degree to which we are acting reasonably in trying to actually solve a problem. with respect to prime minister netanyahu, i talk to him all the time. our teams constantly coordinate. we have a practice of not meeting with leaders right before their elections, two weeks before their elections. as much as i love angela, if she was two weeks away from an election, she probably would not have received an invitation to the white house. and i suspect she wouldn't have asked for one. so the -- [ laughter ] so this is just -- some of this just has to do with how we do business. i think it's important for us to maintain these protocols because the u.s.-israeli relationship is not about a particular party. this isn't a relationship founded on an affinity between the labor party and the democratic party. this is the u.s.-israeli relationship. that extends beyond parties and has to do with that unbreakable bond that we feel. and our comm
CNBC
Oct 21, 2016 12:00pm EDT
assets during july, and, frankly, that's been the right position to be in. >> the great china real estate bubble and debt bubble has not happened yet. >> until you get something jump-started, which i think has to be government spending, we're going to be in the doldrums of low growth environment. >> there's nothing that seems to be that appealing. >> i think the market, first of all, is probably fairly valued. i don't think it's cheap. i don't think it's expensive. i think there's pockets of value. >> i'm not a buyer of the market here. >> that fed policy hasn't worked to stimulate the economy. >> i think things are not nearly as bad. as i said to you, i think there's huge opportunity on the core side. >> i'm going to you here. quite a week hearing from some of those investors. what's your view on how you think we look today and where you think we're going to go and how you may be investing as a result of that? >> i think the most interesting part for me is listening to nellson peltz. suddenly he comes out far less negative, and i thought that was interesting. i think we're continu
CNBC
Aug 15, 2017 12:00pm EDT
bonnie herzog, who covers both firms, attributes lauder's strong performance to growth in china and retail performance constellation benefiting from persistent strong performance with its two core brands but while grocer whole foods is running pretty high on amazon acquisition, others like kroger don't have others quite as hungry the stock has tanked 32% year-to-date attributing the decline to food deflation and pricing pressures. conagra sliding 11% as the firm faces weaker sales strengths and as consumers change their eating habits scott welcome back over you. >> pete, you own a lot of thaez stocks, even though we don't talk about them all that often >> pepsi, coke, look at some of these names. procter & gamble keeps moving to the upside we see option paper consistently that's one of those names, it's a scary name, procter & gamble, because it's so stretched. look at the valuation, you're like, i can't do that. pepsi, coke, and you can turn those into buy rights. create something across the dividend yield you're already getting. and the fact that both of them needed something else
CNBC
Sep 22, 2017 12:00pm EDT
basically not assembling them in china. they exposted the modules and assembled them in taiwan it will be a delicate dance for the president and administration to figure out how they want to block the dumping of solar at too cheap a price versus just letting them dance around it like they did last time. >> all right american airlines is higher today after barclays upgraded the stock to overweight and call it the top airline pick now to the call of the day. >> the challenge for investing in any airline stock is the -- >> i thought buffet put that to rest when he threw down a marker. >> the problem is we still have little skirmishes going on between spirit, a low-cost carrier, predominantly in the larger united growing a lot of capacity their margins are underperforming and that's grabbed cinnamon down across the group. >> i wonder why they haven't performed well over the last three months haven't given you any indication lately that now perhaps is the time to upgrade the space. >> well, listen, it's hard to cost cinnamon. we're staring at double digit margins and deep returns and cash prov
CNBC
Aug 20, 2012 12:00pm EDT
worried about china growth. gas prices are the highest they have been ever on this day in history. there's the fiscal cliff. yes, we have the election and also have europe concerns. doc. >> there's an awful lot to worry about. the range of the market right now, again, that's what we look at when we're talking about the vix. pem keep telling me the vix is broken or contango and how steep the curve is with that. the simple fact is the movements in the market are much smaller now. that's why that spot vix has continued to shrink. look at it today, a tenth of a percent to the upside or downside, s&p or dow jones. that's why the vix is shrinking. that's unfortunately misinterpreted people saying there is no concerns at all. there are concerns. you named a bunch. there is a bunch of good stories, apple is one of them. >> steve, you're the contrarian. is it going higher? >> i don't think it's going higher. it's a summer we're paid to worry. >> how often have you thought we weren't going higher? >> how long? for the last couple months. >> a four and a half year high on the dow. >> listen,
CNBC
May 15, 2015 12:00pm EDT
meeting speaking of fast food in china and now in india for the real story about the company's asian operations. >>> u.p.s. gaining ground. jon najarian found some unusual activity in the name. and american pharaoh heading to the second leg of the triple crown tomorrow. wait until you hear how much he'll be worth if he wins. but what if you could see more of what you wanted to know? with fidelity's new active trader pro investing platform, the information that's important to you is all in one place, so finding more insight is easier. it's your idea powered by active trader pro. another way fidelity gives you a more powerful investing experience. call our specialists today to get up and running. it begins from the the second we're born.er. after all, healthier doesn't happen all by itself. it needs to be earned... every day... using wellness to keep away illness... and believing that a single life can be made better by millions of others. healthier takes somebody who can power modern health care... by connecting every single part of it. for as the world keeps on searching for healthie
CNBC
Jan 26, 2017 12:00pm EST
this. they don't care about china. they look at china as human rights abusers, so their support of trump -- he's further emboldened by this, looks at the market yesterday. so for him, it just pushes him to go further. so the market is fine. could it in a long-term basis yes. but it's not like three years. it's short-term, day-to-day. that's the score card. it's like a sports game. so it's all systems go, market goes higher. >> you're talking about the broad u.s. market. speaking with people in the emerging markets world, counterintuitively, looking at mexico and thinking this is cheap. this could be a good entry point. the currency has been hammered. how much could it go lower, this may be marking the bottom. i don't know that, but i know -- >> well, certainly been a topic of conversation on not only -- market experts. and josh has even made the argument that emerging markets are quite attractive. i don't know if you think mexico specifically, but you've made that point. >> mexico is not a huge portion of emerging market stock indices, but emerging markets in general doing better t
CNBC
Apr 25, 2016 12:00pm EDT
china a ticking time bomb. we have the exclusive details and how he's doubling down on his bet against china. there's a lot of places you never want to see "$7.95." [ beep ] but you'll be glad to see it here. fidelity -- where smarter investors will always be. if only the signs were as obvious when you trade. fidelity's active trader pro can help you find smarter entry and exit points and can help protect your potential profits. fidelity -- where smarter investors will always be. from virtually anywhere. to warn of danger it's been smashed and driven. it's perceptive enough to detect other vehicles on the road. it's been shaken and pummeled. it's innovative enough to brake by itself, park itself and help you steer. it's been in the rain... and dragged through the mud. the 2016 gle. it's where brains meet brawn. lease the gle350 for $599 a month at your local mercedes-benz dealer. billions are spent to confuse and, dare i say it, flummox the american public. "save 16% on car insurance." "switch now..." well at compare.com, we say enough's enough. so we constantly scrutinize mill
CNBC
Jan 23, 2013 12:00pm EST
smartphone market for apple mature? >> no. >> it's not? >> no, it's not. nokia is already in china and i realize apple is unlikely to be there in the first, second, or third quarters of this year. however, i think apple is going to be there. they're going to be in more emerging markets. it's going to be through a financing deal rather than the subsidies we talk about all the time on the program. still, their margins are so much better. when you look at what it takes to get into best buy and how much subsidy samsung gets versus how much apple gets. how much do they give up per $100? samsung only gets about $65 per $100. apple gets about $94 or $92 per $1,0100 $1 $100. that's huge. >> they say apple is going to get the benefit of the doubt unless it's a tremendous miss. do you buy that? >> so sure i am right now. i think fundamentals have never been any different. i think even at $700, fundamentally you could make the argument stock is cheap, they're sitting on all this cash. i think at $500, you are seeing a company that's technically has broken. that $550 level, that's where apple has
CNBC
Mar 6, 2013 12:00pm EST
commodities higher, oil and copper and on top of that, concerns of china, the report showed it this weekend but more than that, what's been building for a few years, the property bubble there and the government as they get more focused on curbing that property bubble you see the commodity complex affected. >> no energy from ennis. >> i would say on the technology side, if ron is right about cap x improving you will see companies spend and i.t. budgets improve and i don't think the stocks discounted. i think there's opportunity there. back to ennis in terms of materials. there are some selective companies in materials doing the right things. >> what do you like? >> bali forever and hammered this year, down 15% on concerns of china and doing things right for the company long term. and yielding 4%, you have to look at the stocks. they're discounting a lot of bad news. >> but valley, they're going to iron core, going to be -- i couldn't resist. capacity is going up by 40% over the next few years. no matter what they do, it's an iron core company predominantly. china alone is adding 30 b
CNBC
Jun 21, 2013 12:00pm EDT
. that's why i sold it. >> here is what's going on with the eem. china is a disaster. we've seen overnight lending rates spike at 13% yesterday. the government is perfectly content to let it just continue to atrophy there. it's not atrophying, it's imploding. we went up to 13%, big deal made about $8 billion u.s. going to the banking system. they put $130 billion in february into the system. it didn't help. so that's going to take down the whole eem. the u.s. with a little more in the correction will be the cheapest, safest market in the world, period. >> i like the idea of looking for an entry point on the eem. i think it's already been discounted so much that there is a good entry point but ford is a name mike santoli brought up very similar to bank of america. it's a company on track. it's a company expanding over in china. they've been doing a great job leading this company. i think you have a 10% pull back in ford. great opportunity to buy the dividends almost up to 3%. >> i want to fight this out a little bit. you're shaking your head, doc, on the notion that looking at a g
CNBC
Aug 16, 2012 12:00pm EDT
talked about slowing down development in brazil and i believe in china as well. and is that then make the growth story here broken or do they have other areas that they can grow their earnings? >> they are pushing out a little bit in mexico as well. so it sounds like what they are trying to do is to increase sales in existing stores and invest there and also investing more online. so online right now just represents 1% of sales, which is far below almost any other retailer. they alluded to, basically, you know, launching a new online platform. didn't give a date. but sounds like there's going to be a bigger focus online which, obviously, could be significant for margins and for sales going forward. >> how much does it hurt walmart's stock performance today given fact it comes on the heels of target. it's looking at -- the market is looking at a nice target and what it perceives as not as good as they wanted to be for walmart. >> since walmart doesn't report monthly sales is that you're getting so much information in one day that it's a lot to digest. and so it's a very good point. you
CNBC
Oct 17, 2012 12:00pm EDT
all debating how hard a landing china should have. their stock market is back where it was in 2009. nobody in the u.s. cares because the stock market is near its high. stimulus does wonderful things if you're the best house in a burning neighborhood. >> dan, ibm usually gets a pass to your point. usually weakness is bought. we still look at it as a hardware company. we were told to look as a software service company. are we looking at this now as a cloud space and everyone is giving it the benefit of the doubt and in five years it's going to look a lot different than it was five years ago and now? >> i think what you really need to think about, when they missed the last four quarters, they were able to basically raise the eps, and they beat the eps by a substantial amount. this is the first time that, if you're sort of thinking, oh, it's got a big dividend and it's big and it's sleepily and it's safe, you actually had to question is it a good thing i'm in a company? their services business growth accelerated for the sixth straight quarter year over year. it's one of those things wh
CNBC
Jan 19, 2016 12:00pm EST
ways to gains today as investors react to that china data and the state of the global economy. there's your picture at this hour. dow well off its best levels. still up about 100. s&p, nasdaq positive. crude remains the big story. was positive. rolled over negative. sits there by nearly 1%. comes down to this. is a recession in the cards, or is this really a growth scare soon to subside as earnings pick up in ernest? pete, is now the time to buy and believe or sell and protect? >> i would say more on the buy and believe, but i don't think right now is actually the time that we actually have to make execute on that, and the reason i say that is i look at where volatility is trading, and volatility itself is very extremely high. 26. we hit 27 today. you look at the ovx. on january 11th we were trading closer towards 49, and here we've been trading ever since then between 60 and 65. there's enough volatility out there right now, scott, but i think you can start looking around. everybody is looking around for opportunities, but i don't think you have to just dive into the market because th
CNBC
Jun 29, 2016 12:00pm EDT
want to pull that will find themselves hit. >> the yuan is coming down. best thing for china, off the front pages while brexit is happening, but devaluing and lowering range. that's going to keep happening and will hurt. >> talk about earnings and hone in on nike. higher at this hour after beating on earnings. concerns of future orders weighs on shares early and especially in outdoor session saw nike down by 6.5%. dr. j, bought the stock last night? >> yep, and in the after hours, watching your show, with guy and pete, credit to both of them for also saying that. i talked about it during the show yesterday, mel. the "halftime," i said calls aggressively bought. bought those. a one by two put spread meaning short puts to the down side. not happy trading at $49 last night, mel. that's nike, of course, but then as it came off of that, started buying as soon as it got to basically 50 again, i started buying. flipped out on my stock. still short those puts. i still have about 50 calls left out of all of the calls i bought, but i like the report. i don't think nike is going to screw up.
CNBC
Apr 12, 2016 12:00pm EDT
number. i look at the expansion projects and looked at china obviously. there's a lot of different reasons why i don't agree with this call and this pull back is an opportunity. >> what he is doing is -- >> hedging? >> no but he's joining the concern that everyone has for the quarter. >> hedging. >> i agree that i think the expectations are low and i think quarter they can surprise so there's three things concerned. right now the management commentary surrounding playing the long game in china. that's the suggestion that things aren't going well right now that looks as though the year on year acceleration is moderating and lastly you have a gift card component of it. they sold 19 billion gift cards in the holiday season and you're going to see the redemptions in this quarter and i would own some calls. >> i don't know that's a lot of love for the stock. >> there's always been a lot of love. >> but they're lowing the price. >> thits too rich. i sold the stock at 59. this is a shorter term call for me. if this stock were to pull back to mid 50s and low 50s that's already valuation cr
CNBC
Apr 3, 2012 12:00pm EDT
coming flowing into the refresh. and how about the growth and the potential penetration into china? they have virtually no penetration in china when you're talking about apple. so when some of those numbers hit and you've got 550 million people between the ages of 25 and 40 years old in china over the next ten years, doesn't that absolutely sort of fly in the face of what you're talking about? >> no, it doesn't. and i understand all those points. let's be clear. i would not be a buy er of apple right here. the china market, the average new mexico is $7,000 per person in the world. the average median income is $1,700. you're looking at buying an iphone as a tenth of a person's income to closer to 38% of a person's income when you're using the average and the med n median. this is an and i think expensive device. the presales of the iphone into that number two carrier were 200,000 units. apple needs to sell north of 30 million units every single quarter to keep this valuation. >> collin, i'm just curious what you thought where in james' report, he's basically saying that part of the way ap
CNBC
Aug 13, 2015 12:00pm EDT
24 hours, the sell-off, the reversal, china remaining a major story with yet another currency intervention. which has sent the dollar higher against the basket of currencies. joe what does it say after coming back from 275 points down on the dow to close positive. no follow-through, even though we've managed to get back on the green as we come on the air. >> the absence of follow-through has a lot to do with the spot price of oil. no bounce in the spot price of oil. it looks like it wants to go sub$40. the market is in place where it's battling headwinds and tailwinds, focusing on the s&p it's a fool's game. let's go back yesterday, we talk about the monumental reversal. much of the reversal came from apple. why did everyone step in and buy apple yesterday during some point of the day. was it fundamentals that dramatically arose out of nowhere at 11:00 a.m.? no. think it goes back to what we talked about. that being buy-backs. and the opportunities this month for buy-backs to be in place. you would have to think apple looking at the value of their stock, approaching 111, 112,
CNBC
May 23, 2013 12:00pm EDT
have seen in japan and throughout asia, concerns about the china manufacturing data, the fact that it looked like it was going to be a fairly ugly day here on the street and here we are midway through it and now we're adding to the gains on the dow, what does that tell you about the overall strength and the gut feel of this rally? >> well, what it tells me is that it's about the economy. and if you think about what drove the market higher today and what properly was the trigger for the reversal today, i'm not a trader, i'm a strategist, you've got better data this morning on housing and better data on jobless claims. if the labor market is healing, if home prices are rising, you're going the see an improving economic trajectory throughout the second quarter and the second half of this year. and if that stronger economic growth is driving moderation in the amount of the bond purchase program from the fed, that's a net market positive. people have been worried about fed tapering when the s&p was at 1400, 1500, 1600. >> yeah. jeremy, good stuff. good to hear from you. thanks for comin
CNBC
Aug 17, 2012 12:00pm EDT
than financials. to me the biggest issue has always been europe and it's been china. europe, we've got the road map for their solution now and we continue to see that her kemerk supporting it. draghi, his plan. i'm not worried about china, i'm worried about europe. i think we've got another month or so of upside. while i'm long i've got room to get longer. if i wait for draghi to come out with the plan and market is going to pass me by and, also, the final thing, scott, is that i think the markets come to grips with the fact that jackson hole, there's going to be nothing coming out of there. there will be no qe-3 and like the numbers today, leading indicators that may be okay. >> john from chicago, where do you think this rally goes from here? >> scott, i like what i've seen because, as pete mentions, the financials and the fact that that's such a large percentage of the s&p 500 and look at the headwinds they've had thrown at them since you were hosting "fast money halftime" out in vegas. back in early may you had jpmorgan with that trade from london. now you've got standard chartered
CNBC
Oct 9, 2017 12:00pm EDT
and china, they will come out of china eventually because they still steal all your ip, there are other ways to play it. >> you take -- maybe you take the gift that you got. >> so this speaks exactly -- >> and get out of the passenger seat. >> yeah. i thought about that, scott. frankly, obviously, i see more gains ahead, a little bit below eight times earnings first off just to the point, that you know, this thing is hurricane-related. i'll grant you there's a large part of the game recently that is hurricane-related, but to be in that at six times earnings gives you that opportunity to benefit from something that i didn't analyze i didn't say the hurricane harvey was going to wipe out houston by i'm not happy about for you houston viewers, but, look, to the point of what comes next and the citi analyst is pointing that out. they are get nothing autonomous vehicles. >> show is everybody so is everybody. >> they have an edge in it. >> what's their edge what's their edge? >> the fact that they build 10 million cars a year. >> let me ask you this. >> their edge against who, not again
CNBC
Feb 16, 2017 12:00pm EST
. >> you have an 11% correction last year, because china did something with the yuan overnight. that only 20% of the people in the market expected. so nobody was talking about -- in advance -- came right back. what's going to cause that next 11% whoosh? very hard to see. >> so we're talking about a lot of fundamentals. you know, you asked josh originally, what are the technicals in the market. it's very hard to examine the current technical picture and say this is going to be what is going to identify what a correction is going to be. steven mentioned something before about people participating in the market. what generally tends to happen is when ranges expand as they currently are and the price begins to accelerate to the up side, what jason just talked about, most people have a tendency to kind of bet against that, which is the wrong move. if you think back -- >> gal assy. >> if you think about 2007, the price of oil went from 50 in crude oil to 147. you have a very combustible situation right now. you have computers that are following this momentum. if ranges are expanding and pe
Search Results 0 to 49 of about 105