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CNBC 233
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CNBC
Apr 25, 2013 12:00pm EDT
, freeport mcmoran last week, timkin yesterday, china is not that bad. these companies are saying it. i'm not saying we're going to see explosive growth, but it's not declining. and these stocks, these industrials, these mining stocks are trading as if it is. and so i think the expectation game is low enough for the industrials and energy to joe's point where i think that's where you can actually start to pick at. >> when you talk mining stocks, right, the one that you guys always sort of battle about is vale, right? >> yeah. >> lackluster quarter at best. >> excellent quarter. >> come on. >> excellent quarter. ebitda beat, costs were down 40% sequentially. they're doing better, not in iron ore, but better in base materials. base -- the base business. and that, i think, is where you're going to be seeing an unlock of value going forward. stock's trading five times ebitda. expectations are extremely low and 5% dividend. >> weiss, what are you trading? let's not talk vale right here. but what would you trade today? given the fact that if you put everything in context that's happened ov
CNBC
Apr 18, 2013 12:00pm EDT
the lew family of china who sent their daughter to bu to experience all that this city has to offer. she was a 23-year-old student far from home, and her friends and family across the ocean are reminded of the great humanity that we all share. our prayers are with the richard family of dorchester. to denise and the young daughter jane as they fight to recover. and our hearts are broken for 8-year-old martin with his big smile and bright eyes. his last hours were as perfect as an 8-year-old boy could hope for with his family eating ice cream at a sporting event. and we're left with two enduring images of this little boy forever smiling for his beloved bruins and forever expressing a wish he made on a blue posterboard. no more hurting people. peace. no more hurting people. peace. our prayers are with the injured, so many wounded. some gravely. from their beds, some are surely watching us gather here today. and if you are, know this, as you begin this long journey of recovery, your city is with you, your commonwealth is with you, your country is with you, we will all be with you as you
CNBC
Jul 25, 2017 12:00pm EDT
for china, one of the largest copper consumers what else is driving the copper move today >> well, jackie, when you look at the charts back in march we traded up in copper. traded back down to 250. over the last week it went back to 2.74. that was the catalyst that broke through that level now technically we've broken out above that trading in the 2.80s now. plus the supply situation has changed. we'll discuss that further at 1:00 >> brian, you're looking at it from the technical perspective are you seeing more upside for copper from here >> i do. when you look at copper and griz mentioned this, we could be looking at $3 here look at copper versus gold copper may be outperforming at times and you get good global growth we talk about china or maybe india coming here. we talk about the numbers from k caterpillar. people wan out of the paper currency trade they're getting into gold. i think kopper is next to go here. >> today on futures we are keeping the copper conversation going on this record-setting day. we're talking to paul ciana from bank of america merrill lynch as well he'll
CNBC
Oct 19, 2012 12:00pm EDT
mr. thompson now faces. slow in china which is where they ill grow the most. u.s. dodgy right now. europe. three major concerns that face this company right now. >> i think you have one of the weird points of strength. >> where it hurt them was fx. any of the hedging that they had done, the euro of course has gone from 130 to 122 right back up to 130. unless you're a genius at hedging that you pretty much had your face ripped off and if you did trade that correctly you should be trading fx instead of trading for mcdonald's. >> fx doesn't give you negative trending comps for october. that's the most troubling sign in anything that mcdonald had to serve up. >> true. >> they got to serve up promotions. that's been their bread and butter. >> 85 cent menu. >> they need to get more aggressive. mcrib or whatever it is. >> mcrib. he buried the lead there. it was about the mcrib. coming up this tech company is one. dow's biggest movers today. can sandisk keep its rally alive. we'll get those answers coming up and mary thompson breaking down the earnings. >> earnings are breaking down a lit
CNBC
Jan 22, 2015 12:00pm EST
isn't enough demand out there because china maybe isn't growing as quickly as we hoped. we do think that there is still significant headwinds out there and grown more cautious but the way we play it is via the -- companies are going to benefit from -- it's not just low oil price it's lower electricity costs so coming back to automakers, the cost to actually build a car has fallen, so it's a very exciting opportunity if you get on the right side of the trade. >> great to talk to you both. we'll talk again soon. >> thank you. >> all right. let's move to the financials, worst performing s&p sector this year, one former bank ceo or sees this fall as an opportunity. let's take a listen. >> i think 2015 will be a seminole period for investing in financials. if you look at the last decade in the stock markets, not just since the crisis, but in the last decade, the s&p's up 60%, financials are down 20%, banks are down 30%, and just this year, banks are down 15%. >> all right. that, of course, bob diamond the former ceo of barclays on squawk this morning from davos. what about that? great ti
CNBC
Jun 16, 2015 12:00pm EDT
in china. we don't think it affected either the u.s. or european business. we didn't have china in our numbers because it's such a difficult market to enter. >> laura, would you say that most people do have china in their numbers because they weren't gotten that far yet? they've only got 21 million sub, so far, internationally, there's plenty of room whether in western europe or all overt globe. but is china factored in in very many of the folks out there following netflix, or no? >> i would say no. i think this action by alibaba sort to protect a core business, core geography in china. there's lots of territories netflix can go into. it doesn't need to be in china, i don't think. >> laura, i read your report this morning. you said a couple of interesting things that i think are contrary to the conventional wisdom, or at least what most people expected. you mentioned overseas subs get more profitable, more quickly than this stage of the game. then you talked about buying content on a global basis, as opposed to buying content the rights for, north america, let's say, actually could
CNBC
Oct 18, 2012 12:00pm EDT
put to rest concerns over a china slowdown? our traders debate what's really going on in the economy. more "halftime" on the way. sometimes investing opportunities are hard to spot. you have to dig a little. fidelity's etf market tracker shows you the big picture on how different asset classes are performing, and it lets you go in for a closer look at areas within a class or sector that may be bucking a larger trend. i'm stephen hett of fidelity investments. the etf market tracker is one more innovative reason serious investors are choosing fidelity. get 200 free trades today and explore your next investing idea. . >>> china can start to recover. i think you can be bullish. we've been buying on the dips and buying some of the stocks that gotten hurt. >> i'm now short again. which i don't think there's a chance in hell, can i say that? >> yes, you can say it. >> that the chinese come out with a stimulus plan now or any time soon. i'll disagree with stephanie. >> that was a spirited debate and we're going to continue it right now. weiss, are you wrong on china? the data that came out s
CNBC
Apr 16, 2013 12:00pm EDT
feel compelled to go into the market. i have, if it's possible, increasing concerns about china. that took the market down initially yesterday. and we haven't even recovered the reaction low from what happened in boston. so not a very impressive form stay, but i'm looking for short iron-ore stocks with the pressure continuing to be. the commodities continue to be in pressure. despite what may be a bounce in gold, i would not go there again. >> consistent with concerns on the situation in china. we'll talk more about gold. it all seemed to start about whether cyprus is forced to gold in order to pay back part of its bailout. what we have discovered in the last 24 hours as the gold council put out data on who is selling and who is not, there's a huge debate in cyprus. the president wants to sell, the president of the central bank doesn't want to sell. it is unclear if they will sell any gold because this is an issue of central bank independence with almost nothing to do with the gold market. does that impact your thoughts at all? >> let me take this conversation from the macro and
CNBC
Sep 4, 2015 12:00pm EDT
are out there. i think they'll come to a conclusion what's happening in china is bad. >> the 40% rise in the chinese stock market was not the answer to all that ailed the world. so the decline we've had is not the reason for the whole world to go hell in a hand basket. >> forget about the the chinese stock market. it's almost irrelevant. it's the chinese economy. >> when i going g back to '91-92. when i look at what happened when the japanese economy crashed, very little effect on the u.s. economy. the numbers are strong, they have to look at those numbers, they do the quarter and they do what fisher said he's going to do is wait for a while until they do something else. >> the the markets are down substantially today. is this because of a possibility of a rate hike? or does the market go down much more if the fed does move in two weeks? >> i actually wouldn't be shocked to see a relief rally when the market gets raise paid quarter point. i've said that all year. i think the bigger picture is we're in a downtrend, i've been saying it for the last couple of weeks, it hasn't been
CNBC
Dec 16, 2013 12:00pm EST
like we do. >> focusing on china and the market there's, your thoughts on the real estate market? >> you know, it's not so easy in a place like china, you think you understand, europeans talk about the defense between heaven and hell, heaven having a french chef, english policeman, italian lover and everything else organized by the swiss. hell is having an english chef, a french mechanic, i german policeman, a swiss lover, and everything else organized by the italian. not simple, right? china's sure a growth market. but the difference in the capital structure and the way the leasing of those hotels takes place is much different. and of course, orbitz, expedia, who would you rather own in that expansion, otas or hotel brands, i'm not sure which. i would say expedia starting to expand against priceline on international basis might be a more interesting place to play. aren't on equity investments astronomic astronomical. >> we'll talk more where to invest. weinsteins. >> exciting. >> weigh in on the latest move in a single-family rental space. shares of tiffany a boost thanks to upg
CNBC
Oct 29, 2014 12:00pm EDT
where we've dwoen? >> i'm watching the next story. and the next story for me is europe and china. this has been so well-advertised into the market and so well positioned in the park. i just don't think it matters. we've been positioning since they first announced cuts back on bond buying. so europe is so much more important, as china. europe they want to increase the balance sheet by a trillion euros. after a week, 1.7 billion. to me that is the bigger issue. >> looking to put money to work in the current? say between now and the end of the year. you have two months. >> i'd love. the market could two either way. i think it's fairly in balance. i did put money to work. when you have compelling ideas down 40% in the selloff even though the s&p only corrected 10%. you had to put money to work. i'm out of those positions and left with three core position, ci citi, american, and gilead. and a little hk. that's it. content there. more bargains show up, i'm going. >> the real trade was when we sold off 8 or 9%. now are you going to put money to work with the s&p one percent you have a owl tim
CNBC
Nov 7, 2014 12:00pm EST
discount retailer of apparel in china. if you look at tj max and ross stores here in the u.s. they have a combined revenue of $40 billion. vip shop has only 3.5 billion in revenues this year. there is no comparable to tj max and ross stores in china. i believe that vip shop has the potential to become at least as big as those two american companies combined and probably bigger because china has four times as many people as we do here in the u.s. >> want our panel to get involved in the conversation. what charity are you playing for? >> i am playing for human rights watch which goes around the world exposing abuses and lobbies governments for changes in policies. >> vip. we can see the stock again. >> do you worry about the margin story? because the margins are falling as revenues are going higher. is that going to stabilize? >> the company has made a conscious decision to actually invest more temporarily to go for more market share. it's a very under penetrated market right now. alibaba can't compete with these guys. jd can't compete with these guys. they want to grab as much market sha
CNBC
Jan 22, 2013 12:00pm EST
. >> caterpillar did kind of a sneaky move. late friday they announced an acquisition they made in china had some bad accounting. i think this works fine. it's a small deal for them. caterpillar is fine. >> j.b. give me the take on new skin. >> so dan lobe is a actually not a fan of multilevel companies and the stock opened down. but it's coming back on the day. we don't have any confirmation there what the position size is. >> joey, the read on travelers? >> it's a name i owned for much of 2012. got shaken out after sandy. excellent report, the insurance companies look strong. they're strong in auto, even in business insurance itself. pricing looks good here. i think this is very favorable also for aig potentially. >> okay. and a big drop for gas clouds. that's right. here's the story that's causing a pretty big stink over europe. people awoke to the unpleasant smell of rotten eggs and sweat. i it's being attributed to a gas leak and now it's spread over 220 miles and has been dubbed the great french stench. >>> all right, coming up on the half, the biggest names in finance and politics are
CNBC
Jun 30, 2016 12:00pm EDT
lead to headlines anymore. i think we're going to look at china pmi and next week's unemployment report and estimates looking for a gain and then there's earnings but i don't think that removers the environment of uncertainty. i think that remains in place. you have two conventions coming here impacting the presidential election. i think there's going to be a lot of con tajen surrounding that. i think we're dealing with a sideways market. i think you want to go back to the play book from the beginning of the year and look at some of the things that were worried about at the beginning of the year that healed itself. >> we're going to enter the earning season and get conference calls. i am sure that we'll hear brexit as uncertainty, political uncertainty here in the united states. what are you anticipating in terms of moves in the market as we enter the second half. >> i think the brexit only heightens the down side for the mack row environment. we clearly have a global scare, a weakness in global growth, we have a market pinned to earnings. the central bank policy has been pressed
CNBC
Jul 17, 2015 12:00pm EDT
should invest in china and russia. he's here live to debate our call of the day. spin doctors, our experts weigh in on whether to own ebay or paypal. and whether history says shares could go after the split. >>> we begin with a big day for the nasdaq. an historic day for google. company adding $60 billion in market cap today alone. following earnings that beat expectations. the first beat in two years. no less than 20 price target bumps. steve weiss, think it's fair to say from your comments yesterday, you didn't see this coming. a lot of people didn't see this coming. >> what i should have said, what i said yesterday is they announced layoffs, they didn't want to double down negative news so the quarter wasn't going to be a good quarter. what i should have said if i was smart is that it's ruth porat's first quarter as cfo, she wants to leave the bad news behind her and have a good quarter. i think it was a blow-out. here's the big thing with google. as i talked to lots of tech managers, the issue that concerns them most is google's ability to hire the top engineers in the valley.
CNBC
Apr 4, 2014 12:00pm EDT
confidence in china now. europe looks to have calmed. no one is talk about the ukraine anymore. it's fine. >> cramer making the point as well this morning you have these tale of two markets. s&p, looks good. nasdaq, not so much because of the ipos. >> really been this -- >> even in the face of the goldilocks discussion. >> big cap story. you touched on something that i keep going back to. within the sector of the rotation within the nasdaq. you take biotech, it's not all biotec biotechs. they are the big high flying biotechs and the others. in the tech space, same thing, paul. are you saying that same thing? >> isn't that a defensive move in general when you see money rotate from the high fliers -- >> taking some profits off the products to flow to the upside. we talk about the biotechs in this screaming move to the upside. whether you're talking about something in world of the autos, too. go to the teslas of the world. >> here's the problem with that for the nasdaq. biotechs were 7% of the index. they grew to 16%. much bigger out-sized influence. look at the health care etfs. they w
CNBC
Oct 21, 2013 12:00pm EDT
shot at yum. the china problems are company-specific and they can return to double digit comps in china 2014. >> tell us who you think won the debate. use #bull or #bear. we'll give you results at the end of the show. >>> freeport mcmoran set to report earnings before the bell. shares have struggled to gain momentum eking out gains of 2% in 2013. will tomorrow's numbers give the stock a boost? stephanie? >> well, i mean, i think there's a lot of moving parts for freeport right now. i think because they had issues in the second quarter with the mine in indonesia numbers will look better on the copper assets. gold is still down. commodity's down. the most important thing to me is their cash cost. do they continue to come down? that's a significant advantage. it started to creep higher. if they can that back under control it's very important. >> joe, do you have an opinion? >> you want to own freeport because they're going to monetize the energy assets that they've acquired recently and probably going to do it in the form of mlp, that's attractive to investors. the stock's undervalue
CNBC
Jul 28, 2017 12:00pm EDT
the pro side, for the first time in a long, long time, we have italy growing, china growing, seems to be managing their situation better you even have greece issue debt for the first time in a long, long time, over subscribe, 6 million demand -- >> you guys are painting a scenario in which the danger of the risk is being out, right >> right, but -- >> that's what you're trying to sum it all up. >> i'm not a permable by any stretch of the imagination i tend to be cautious. then i look at the negs. what are the negatives we've got a presidency, who knows where it's going, right? we've lost some of that power. and we also have a situation where maybe nothing gets done because of that. we have al recovery that's long in the tooth, but it's not been a rip-roaring recovery so we haven't had those excesses and yes, we have valuations that are more than fair that's it. then there's the black swan events, which is like, you know, after there's a terrorist attack, if you didn't ever go out because you expected a terrorist attack, you're market timing your life it's the same thing here if you
CNBC
Feb 21, 2014 12:00pm EST
percentage point. you combine that with the u.s., accelerating in our minds that 3 1/2%. we think china kind of hangs in there around current levels of growth. >> and it could surprise. >> and it could surprise. wefy this it surprises it surprises on the upside, not the downside. you put all of that together and that's why we think global growth is over 4%. and it just lends itself to a good u.s. market, a good market in japan, they will keep the reflationary process under way. again, europe also. so we feel good but we think it's, again, rational optimism based upon the fundamentals that we see. >> thanks as always. keith banks. talk to you soon. >>> coming up next, find out what under armour ceo kevin plank had to say about his company's new deal with the u.s. olympic speed skating team amid all of the criticism out of sochi. >>> plus, groupon, starwood, facebook, and hp all in our traders' playbooks. we're going the tell you how the new leaderboard looks. with all the opinions about stocks out there, how do you know which ones to follow? the equity summary score consolidates the ratings o
CNBC
Dec 14, 2012 12:00pm EST
as the 4 s in china. let's get to the fast money halftime back at hq. >>> and, thanks very much. welcome to the halftime report. four hours to go until the close. here is where we stand on this friday on wall street, read arrows across the board the dow down 17. s&p, nasdaq negative as well. here is what we're following on halftime. face lift, facebook shares up 40% in the past two months and one of goldman's newest partners tells you where it is going next. debate it. walmart shares down 4% this week. taking a bit of luster out of what's been a good year for the stock. now two traders square off on whether the retailer is ready for another run. first our top story, apple's freefall. shares sinking to their lowest level in nine months today after ubs cut its estimates and price target. the man who slashed the stock in just a moment. but first our traders for the hour are josh brown, pete najarian, simon baker and j.j. pete, apple not far from the november low of 505. >> right. it's catching up very, very rapidly right now. it's been something where i know we've been talking abou
CNBC
Mar 4, 2013 12:00pm EST
to say? ♪ >>> worries about the housing industry, slowing growth within china, pressuring the market today. shanghai saw its worst drop since august of '11, and the company known as the google of china falling today, even as google hits an historic high. baidu's reports the profit margins have been squeezed. apple goes lower. someone asked, can you create a triple "q"? that sums up today. back to headquarters. wapner and "the halftime." >>> carl, thanks very much. welcome to "the halftime show." four hours till the close. right there on the wall is where we currently stand. a somewhat down day for stocks. still searching a bit for direction. here's what we're calling to "the half." seeing ghosts. what to make of china's real estate market, its empty cities and whether it's a bubble ready to bring down the economy. after a 33% run, is ittime to dump safeway? o >>> first, the headline that stunned wall street. the dire warning of another financial crisis and stock market crash. there it is on the wall. it is courtesy of a well-known chart watcher, the man who made it is here to defend
CNBC
Jan 7, 2016 12:00pm EST
china. let's get over there. >> guys, thanks so much. welcome to "the halftime show." joe teranova is here along with stephen weiss, josh brown. also from new york today, kathy lien, managing director. our game plan looks like this. target practice. when will apple shares bottom? the top ranked analyst who said on this very program that the company's best days were behind it. once again, joins us live. bullfight. our desk debates famed market watcher jeremy segal, who says stocks could still rise 10% this year. is that really possible? we begin with a continued selloff in global markets with a picture at this hour a bit different from where this day began. here is where we stand on wall street. stocks coming back quite a bit after plunging to a three-month low right out of the gate. once again, china, front and center. trading there lasting less than a half-hour before circuit breakers kicking in. no surprise, u.s. stocks not reacting well to that. nor did they react well, guys, to the continued, steve, devaluation of the currency. yes, the dow is only down 200 now, and i say only
CNBC
Mar 5, 2013 12:00pm EST
market, a new dawn, on the ensuing days. we have china coming out at 7.5%, we can live with that, believe it or not. we have europe, which is acting better. we have bernanke saying not only will he keep doing what he's doing, but he'll do more. the answer is, yes, but i do think going forward you got to be more selective in terms of your stock picking than you have before. and we still are due for a 2% to 3% pullback. >> you agree with that? new bull market, joe? >> i'll agree with that. i think we are in a bull market. we have been in a bull market. you're going to get your pullbacks along the way. we needed to get this out of the headlines. dow hit its new high. next, we'll start talking about the s&p having to hit its level. but nothing has changed. we still have bernanke beneath the market. the put is in there so you can get long. you have the vix back down, one spike down near historic lows. so you can go in, buy protection under the market. it is still, in my opinion, this is the stock picker's market. certain names are working and you want to be long those names. >> euphor
CNBC
Oct 4, 2016 12:00pm EDT
francisco. plus, taco tuesday takedown. debating yum brands ahead of earnings and its big china spinoff. and tell us what you think. is yum a buy ahead of results? head to twitter to take our poll. more "halftime report" with scott wapner ahead. najarian. zbriefrmgts in honor of taco tuesday, we're talking yum brands today, one of the largest restaurant companies. it is reporting earnings today with a 25% run. is it time to get in, or is that run coming to an end? the brothers najarian at the wall ready to debate that. pete, go first. >> goes together like tacos and tuesdays. hey, scott. here's the interesting thing about this whole thing. when you look at yum, yes, it's pushing towards the 52-week highs. they're going in and about to split this stock. take off that chinese component, and that's going to move up. a lot of people think that there's been too much volatility and too much uncertainty in terms of that component. that will be a separate stock. october 31st. that i think is a bullish thing right now. also, looking forward, how about the fact that the taco bell franchis
CNBC
Jan 29, 2016 12:00pm EST
the bracket but if china straightens things out and that's a long shot at this point that could be off to the races. i still point to them as the mayor problem. getting through earnings season. x materials. that's x energy and is coming through better than expected as has been typical of prior earnings season. we'll get through that and i think the bias is going to be up for now but until further notice it's a trading bounce however you have to take advantage of the volatility and not be afr d afraid. >> so if you think draghi is going to ease in marng. china is getting easier. koroda surprises from the boj. how does that factor into the month ahead. >> i think we're range bound. i think we're stuck. there's a lot of opportunities to trade. earlier this week, back around 1850 that's where you start scaling things in. i know mike mayo is talking about bank of america. that's a very exciting call. what i'll say about china is here's the problem. ecb is doing this easing. what is that going to accomplish? cutting at a discount rate is that going to get japanese business going? i'm ske
CNBC
Apr 20, 2015 12:00pm EDT
back on more global stimulus, this time in china, it's the biggest week of earnings season, 40% of the dow are reporting this week. jim, we already heard from joe, what do you think is driving the market? >> listen, i think today's rally is the snapback from friday's selloff which i didn't quite believe. frankly, i think what we're seeing in earnings reports thus far is that earnings exceptions were set too low. we'll see if that continues. the one thing i'm keeping an eye on here is whether dollar strength plays through in the earnings reports. that's what dragged down earnings estimates and clearly if you look at intel and others, its been dragged down too low. the big daddy is ibm tonight. they have a lot of overseas exposure and we'll have to see how the dollar hits them. >> what's your assessment of earnings? what it's doing for the markets? >> earnings season is pretty much on track with where it's been. i don't see any real major surprises, but turning to price action, michelle, couple of interesting things that traders are talking about, i think worth pointing out, because they
CNBC
May 8, 2017 12:00pm EDT
% and you get a company like apple that we heard about china, china was a little bit weak. pete's done an excellent job talking about india, up 20%. and lock at where we are. you want to sell the market with a vix below ten now? below ten. >> that's a cop ver sags in and of itself. let's stick with apple. drexel hamilton raising its price target to $22 a share. it's not the highest target on the street. brian white is the analyst behind the call. brian, welcome back to the halftime report. >> hi, scott. >> you're being bullish is not a new story, but thousand, more so, why? >> i think what we're starting to see her are the dark clouds around this valuation on apple, which has been with this company for several years start tog part wiis, so sentiment is starting to change and we have four pi pillars going forward. iphone 8. valuation 11 times x cash ch capital return. we heard about it last week, but it's not done and new innovations on the horizon. so i think the market is starting to get it. but it's still early stages. i think there's plenty of upside left. >> is that one of the
CNBC
Oct 27, 2015 12:00pm EDT
read through for me so far has been how did nike do and how did they do in china when there's nothing go on in china, and meanwhile, their sales are up the way they were. now you get the alibaba news. this ties into how is apple doing over in china right now? so many people are saying, wow, there's no way they are going to be doing anything. >> the numbers in china are going to be good. >> are they good or great? nike numbers were great. these baba numbers were pretty cool. >> i think the risk is to the great side. >> right. >> if you listen to blackstone on the strength of their mall business in china, if you listen to nike on the strength of its business in china -- >> listen to tim cook. >> they said there's been no slowdown, that it's bin strong. i think the risk is to the great side. >> well, so you don't have the wealth effect in china that you have in the u.s. if we have a stock market that tumbles 30% in a couple of months, you will absolutely see that show up in retail numbers eventually. china is not quite the same story. the market is not as institutionalizeded, and they do
CNBC
Aug 2, 2017 12:00pm EDT
house, north korea, framed relationships with virtually every other developed country and china that we're ignoring all of this? >> that's what i was getting at. we'll have all of this happen in the stock market relative to these other things that are either great concerns or issues that haven't happened, you probably would have told me i'm crazy. we have a treat for you today. let's bring in art cashin, director of floor operations for ubs. love the hat, arthur i hope you've heard part of our conversation here and i'm wondering how you would weigh in on what this all means and where you think we go from here, based on the experience of hitting these kinds of major milestones. >> i think you've got a couple things going for you one is kind of structural. the dow weighted as it is to high-price stocks have been benefiting from things like boeing and apple and i'm a little troubled by some divergences that we're having, particularly between the industrials and dow transports now. and the last time we've seen this kind of dif vvergence, the markets didn't go anywhere the other concern i
CNBC
Mar 29, 2012 12:00pm EDT
where you need to ask yourself, okay, china is the biggest consumer. is the slowdown in china mature or close to a maturing end, or will there be some kind of pickup in the last half of the year? if that's the case, you want to look at some of these base metals, like dbe. if china is going to start kicking around and the u.s. economy gets going, that's not a bad place to be. >> as we have this conversation, let's get right to nat gas because it's been the story the last couple days. nat gas falling for a fourth straight session after a new ten-year low after a surprising jump in u.s. supplies. as the nat gas selloff continues, what's the best way to play this? i think that's the best way to handle this, guys, obviously if nat gas continues the decline that we've seen, we need to figure out what the best ways to play that are. grasso? >> what's the most obvious plays we've talked about. they've been your chemical plays, right, they've been your firt plays. but if you look at these charts, i'm hesitant to drop in at those levels. you want to stay away from the nat gas companies because
CNBC
May 24, 2013 12:00pm EDT
that that would happen in the second half. in china, in europe, and the other thing i was assuming you'll have to be worried about are oil prices just completely falling out of bed. i've seen some predictions of $50 oil. >> well, certainly with production, it seems oil prices are short-term. i think you're being a little pessimistic about the rest of the world. yes, the european recessions have lasted longer than what we would have expected, but if you take a little about what you're hearing from policymakers, it's a shift towards how do we get the session to grow again. how do you stimulate growth? and that's a positive. china, as we all know, is showing a little bit more than expected. i think that's why oil prices have come down recently. the question is beginning to be do you see a better growth ahead, or is it something where it just continues to slump. we're a little more optimistic than you are. >> brian kelly, a lot of the stock picks are talking about the drilling sector, which is probably less dependent on oil prices being so high because it will continue to grow. i'm cur
CNBC
Dec 21, 2016 12:00pm EST
based on energy, and i'm not bullish on energy. a lot of them, you know, china -- i could be pretty bullish on china because the point is they're cheap. people have kind of loved to hate this -- the chinese thing, and i think that is attractive to me. i just -- it's hard for me to get my head around it when i think generally the u.s. and maybe it's a safety play. i think the u.s. earnings will be up a little more than most people have expected, and i believed it will get a little multiple expansion. it's hard for me to diverge on things i don't know things well. they have company issues, currency issues. it's hard for me to dive into that. that's my opinion. >> i appreciate your time as always. thanks for spending a good chunk of your day with us. >> what do you think of -- he is adding to financials after what's been an amazing run, and the health care. interesting spin on health care. taking on the issue of drug prices but making the argument it's a smaller piece of the overall pie than maybe the market has given that issue credit for. over the last year minimum. >> i sort of push
CNBC
Oct 3, 2012 12:00pm EDT
a barrel on soft china data. how are the pros making money? let's go he to jackie deangelis. >> today's headline from the pits, sell oil. the tougher question with the presidential election just a month away, does today's selloff take an scht pr lease off the table. let's start talking futures now. rich, let's start with you. looking like an spr release is less likely. what's driving oil lower today? >> a couple things. certainly the technicals are deteriorating as we speak, but the spr release is way off the table. i'm hearing that even the white house is using the brent contract to gauge the world price of oil. and they're looking at 110 to 120. we're well below that for any risk of spr release. on the way up to the floor, i did talk to a couple big guys. their boys in new york are saying two macro fonts are lightening up on the energy exposure coming into this it first week of the month. whether or not that's the case, we sat down on the our trade desk this morning, we saw the market start breaking 90. gathered momentum and made a bee line for our first band of support ar
CNBC
May 28, 2014 12:00pm EDT
continues to push towards highs. qualcomm with the buildout going forward when you look at china. on the topic of what they were talking about, facebook, because of the engagement, the issue i still have with twitter is they have been struggling with engagement, they've been struggling from that aspect of it. you look at facebook and that's not an issue. over a billion users. act i users of this product. that's why i think it's going higher, scott. i like facebook. nothing but activity looking for more upside. friday as well as today and yesterday continually there's paper in there telling us this stock is going higher. >> riverbed, just has to be technology scott but le is getting to a heated battle. the board did not exactly get endorsed in a shareholder vote. so with $21 bid on the table and bring more at an option. i'm going riverbed. >>> where is that spring snapback everybody was looking for in housing? we're bog to have bill who says look around, it's already here. mcdonnaald'nall announcing plan return 20 bil to shareholders. >>> valean raising the bid for botox maker allergan. w
CNBC
Jul 31, 2017 12:00pm EDT
advertising spending outside of china. an i'm an optimist and that that's they get to 93%. and your terminal growth rates it's not realist toic to assume that they could tap into the marketing budget it's really not a 5 or $600 billion global market. it's trillions there's marketing out there. no even amazon has a hard time getting marketing budgets to play nice with advertising budgets and they're the only ones in a good position to do it facebook is not. >> you're looking for a $30 move in the stock where's your price target? >> well, it's 140. to be clear i'm not saying the stock is going to move today or tomorrow i'm saying this is what i think it's worth so when i have a $940 price target on google would i rather be exposed to google rather than facebook absolutely. >> it's josh brown over the last 140 point rally in facebook over the last 4.5 years every single downgrade, pretty much yours included has been something to the effect of there aren't any execution problems the company is doing great but investors aren't anticipating the risk and paying for it why do you think it's differen
CNBC
Sep 14, 2017 12:00pm EDT
dropping the hammer, president trump is blocking china's move to buy lattice semiconductor. it comes at a sensitive time for u.s./china relations are other deals now in jeopardy? plus, cbs'
CNBC
Dec 30, 2015 12:00pm EST
got to have some sort of a spark. we've got to have obviously globally i everybody. i think china is something all of us would look towards, and obviously looking and feeling out what's going to happen over in europe right now. i mean, those are the issues. i think the u.s. companies and u.s. centric, that's actually been a solid place to be. those -- those exposed to the rest of the world, and john has talked about fx. that's really been the head wind so far. >> wear fwog turn to a theme of the next hike. with each fed meeting, again, and that's a danger to getting preoccupied with that because then you're missing the action below that. there is carnage below the averages. if you look at not just energy, but also industrials. that sector has been decimated. the bar has been set very low. consensus from what i'm listening to, what i'm hearing is 8% to the up side. i would think we could go higher than that. what it's going take is going to take more growth in the u.s., and i think that's going to be consumer-led. don't forget, most of our economy over 70% is consumer-led, and that's
CNBC
Jul 22, 2013 12:00pm EDT
something like honey well they think china has turned, so i think it is interesting we're hearing the guidance of u.s. is okay, europe is kind of steady as she goes, kind of stabilizing and china is not nearly as bad. i think the industrials are pricing in and china will have a hard landing so i think the valuations are pretty a tract active in that particular segment. >> okay to buy stocks? the market keeps ticking higher. we hit another record today. are you feeling good about where you are in this market and where you think people should be? >> i am. i mean, again, at the end of june when everybody was throwing out the baby with the bath water, look at the xlu. you have an 8% run out of that broad measure of the utilities and number of stocks in that sector did extremely well. forget about the gold miners for a moment. they killed it. things thrown out, baby with the bath water at the end of the quarter have come back with a vengeance. one laggard that has not and i don't really anticipate will come back until the fall, judge, that's housing. you have the materials coming back and
CNBC
Jan 14, 2016 12:00pm EST
the sentiment around it. >> the primary issue is still china. that's not been resolved. that's still worrying me quite a bit. >> we we want back far to try to find price action where every open is faded, and you have five straight gap hires in a row, but you have a down 3% week. the only other example we could turn up was february of 2000. i think when you talk about sentiment, what you are talking about is this mentality where people are selling rallies versus buying dips. buying dips was the thing to do for about four and a half years. it is no longer the thing to do. doesn't mean it won't work on any given day, but it means people are not trying to play that game the way they have been. i think that that's probably the biggest change that we've seen much more so than any change and any kind of economic data or fundamental outlook or what have you. >> pete, i mean, sentiment has been negative, and you have had firms come out and say sell everything, sell into any bounce. at least on the other side of that, if you want to have some kind of a bull versus bear sort of debate, da
CNBC
May 8, 2013 12:00pm EDT
search versus their paid search. and they're back advertising in china. they're running ads in china. they'll get paid for it. >> the ad rev growth is slowing. the margins are starting to compress. they really have no presence and haven't made any efforts to get a presence in china. so there's a lot of things i could say are very positive for go google. the fact that, scott, this stock has taken off. i love it. it is off to the races. it's again up $12 today. >> why fight the momentum? >> i agree with you. i'm not somebody who likes to fight the momentum. when you look at this as a valuation play, we heard earlier talking about the housing market, i think google's a little bit in front of itself right now. >> the only thing i worry about on the bear case is they do have the issue is do they own that content on youtube. that's always been an issue for me. but if they're able to monetize it, take $1.99 a month for up to 50 different channels, i think that's going to be huge for google. >> there's no doubt about it. john's right at that point. i still say this, if i want to be in that s
CNBC
Feb 19, 2013 12:00pm EST
characterize that coming out of china, just given the property boom and then perhaps the pullback that we've seen. is demand as strong as it has been? >> are you talking about demand in china? >> yeah. >> demand in china, you know, softened for us. so we export logs off the west coast, our primary market for our log exports has always been japan, but the chinese entered the market, we saw demand fall off and we're starting to see some pick up in the demand for logs from china. in our cellulose fibers business, that's our fourth business segment, about an equal mix between europe and asia. we see signs the chinese economy is firming a bit. >> are we underestimating the coming build and recovery from hurricane sandy here in the eastern part of the united states? some of the traders sitting at my desk personally impacted by what's going on there. >> the last time we talked about that was immediately after sandy and it was really too early to tell. there was a lot of disruption in the distribution channels. i was in a meeting last week with economist mark zandi. he talked about the destruction i
CNBC
Feb 11, 2013 12:00pm EST
purchase, a gate catalyst, a sell pricer on the stock the last year or two, a slowdown in china, it has that corrected. big opportunity for women's peril -- peril -- can you say that? >> apparel. that's how we say it here. >> that's the problem with it. less than 5%. e-commerce 2-3%, mass consecutive growth there and hear they're coming out with nike bks. >> i like those. >> what's wrong with nike. >> everything simon talked about is already priced in the stock. jpmorgan today didn't bring out anything incrementally new, all about the fact the management said everything will be great. if you went with everything because management said it will be great the next six months or so and the second half of the year better for discretionary spending, that's a false assumption. >> one thing nike has done you can't put in a balance sheet is innovation. they continue and continue to put in innovation and nike is inconsistent. you have a core holding in that particular space, nike has to go long. >> we know about innovation and the pipeline. is there nothing else to propel this and no other cataly
CNBC
Sep 8, 2014 12:00pm EDT
know, the smaller version of china e-commerce, so it's the chinese ipos have not had big pops. this deal because it's so enormous will take some time to get into portfolios and we wouldn't be expecting a huge jump up after the pricing. >> you will be buying it on the fifth day of trading for ipos when they generally get in. you will be buying it with a smile on your face? >> well, the way our etf works it tracks an index that it's a portfolio of the last several years of ipos, the largest most liquid ones and mainly because most etfs and indices wait for seasoning before these ipos come into their products, they certainly take time. our etf was set up so it would not just include companies in the quarterly basis, but have a fast entry for some of the larger more liquid one. when you're a larger more liquid ipo you tend not to have that run up but it is a formula approach. there's a low cost to the product and not management sort of interference. it says if you're big enough, you go in on the fifth day and then the portfolio's organized by the larger ones and sorted, about 68 names i
CNBC
Dec 13, 2016 12:00pm EST
well next year is -- they're in the process of ramping their fab in china, and we have tight demand in nan today. what's going to happen with intel, as they take these ssd's drives and package them together with their processors, i think they're going to have a very strong position in the pc space to be able to add content. we do think the pc market is in a secular decline, but the way they'll add content is they'll be able to package their processors with the solid state drives. that's a very interesting area that we're going to really be watching next year as well as, of course, the data center, and the data center has been a huge stronghold for them, and we expect it to continue as we move forward in 2017-2018. >> are you starting to model at all any of the trump policies in the way that you view these stocks? we could even take intel, whether it's tax policy, repat reation, things that could defectly impact some of these names? >> well, all the things that you mentioned, tax policies, repatriation will all be positive catalysts for the stock. no question about that. there's a lot o
CNBC
Jul 13, 2012 12:00pm EDT
oil is rising. got some china data, yeah, the fastest slowdown in three years. but not as bad as some feared. you've got gold soaring as well, it is up more than 25 bucks an ounce. >>> here's what we're following on the "halftime" show on this friday the 13th. bank bump, the london whale still looms large. bank shares surging after jpmorgan's earnings blow-out. and china slowdown, posting its slowest growth in three years. stephen roach is here and he says the worst is behind us. and scariest trade ever! it is friday the 13th, after all, so the traders are going to share with you their biggest horror stories. hard to believe that is all ahead. but it's true. let's get to the bounce in stocks right after a very weak, weak weak, pete najarian. how are you trading it? >> all you have to do is go back to this wednesday when you saw the financials helped buoy the market from a market that really wanted to sell off. thursday, they participated on the selloff. now obviously we are all anticipating what's going to happen out of this jpmorgan/wells fargo dual earnings report. we have solid num
CNBC
May 26, 2017 12:00pm EDT
powerful and, most importantly, or equally importantly, it's a global audience. you look korea, china and japan, all over asia and europe you'll see that it's everywhere and it isn't bound by geography. you don't use a stick or a bat to play, and you can play alone or with a whole group of people, play against the best. it has all the tools to go the distance. that's what's made everybody excited about it if they're in sports or entertainment. >> let me wrap by asking you about the movie business. you produced the first batman movie. in some respects i feel we've come full circle here. if you had to place your biggest bet today in the movie business, would it be on a superhero or a super actor, a clooney, a pitt, a cruise, they're going to make top gun 2. superheroes are all the rage and that's where the studios are putting their money behind? >> there's two businesses. there's this big franchise, you know, glamorous, huge, star driven, ip driven business like wonderwoman and batman and all these films like that and then there's the small independent films at $15 million, $20 million, $25
CNBC
Dec 29, 2016 12:00pm EST
-style killings also spiked, up 250%. >>> china has completed two new high-speed rail links. the ambitious project is going to expand by the end of the decade. burger king and tim horton's will use only antibiotic free chicken. restaurant brands international which runs both restaurants says the switch will happen next year. >>> an ohio state band member may have a new role next season as a kicker. the junior nailed a 55-yard field goal when he was out governing around on the field this week. the band tweeted the video of the kick and now ohio state says they're inviting him to try out for the football team. the guy has never even played high school football. now he's got some kind of hail mary shot at joining the team. how awesome is that? that's the cnbc news update. scott, back to you. >> that is awesome. thanks so much. good to see you. contessa brewer with the headlines. >>> this week rolling out our trader outlooks today. it is joe terranova's turn. all right, joe. give us the scoop. >> well, the first thing i want to do is talk about strategy. i think the right strategy in
CNBC
Dec 18, 2015 12:00pm EST
developed here. forgetting about germany. they have competitive issues with china wr uan. >> in europe it's three years behind america, and it's a burgeoning ecb. fed tighterning. ecb opening, and euro zone equities are cheaper than u.s. equities. non-u.s. equities. the problem is we have to be right twice. we have to be right with the currency. we have to be right with the equity. >> where do you have to be right with the currency if you do it -- if you do hedge funds? we're in the u.s. dollar e-classes. we have 25% europe. >> we are using etdj, e -- the currency hedge non-u.s. equity. >> i just want to point everybody's attention to the very bottom of our screen and the breaking news that we have at the very bottom, which is that martin shkreli, the ceo or now the former ceo of turing pharmaceuticals, he has resigned he and a swra by the name of ron tillys has been named the interim ceo of turing pharmaceuticals. there, of course, the scrum yesterday once mr. shkreli was released from custody after posting $5 million bail returning from that scene right there to his manhattan apartme
CNBC
Jun 8, 2015 12:00pm EDT
. we've underperformed the china shares, underperfeormed europe. equities look better. you look around the world, wait, why would i do equities? sentiment is not very high. that sounds like a time to buy not sell. >> when does the fed move? >> our house call officially is december. our chief u.s. economist has it at december. our call is they're going data independent. whether it's september or december, i'm not sure. our view is what's probably more interesting than what happens to the overall market level, scott, what happens underneath. our big move the last six weeks has been to go over with financials. >> i've got you. >> okay. dr. adam parker, i appreciate it. >> good to see you. be well. >> enjoy it as always. quick, wrap it up. >> i think it's the wrong call. more legs in equity. high yield is not where you want to be not with the rate hike. >> he still likes stocks. >> he walked away from his original call. i just think the high-yield bonds in particular is a really bad call. >> anybody in the market knows it's fully valued. equities are fair ly valued. this is a critical week
CNBC
Oct 22, 2012 12:00pm EDT
and in terms of how they base and budget. always look for china to be 8.5% next year, he was on cnbc earlier and he said there'll be no recession anywhere in the world next year. that's just flat out wrong. what they've done is taken their forecast and say we'll do the same as we did in 2012 plus or minus 5%. in the meantime, it's not economic. you can buy an excavator in china for $4,700 and ship it here. we saw it in the past -- >> you bought caterpillar this morning. >> yes, this is classic low expectations. and we knew all the news today. earnings we knew were not going to be great. revenues, they already kind of forecasted this out on september 24th at their analyst day. they already said guidance was going to come down. that's a classic de-stocking cycle. the stock's off 28% from its high, trading at seven times ebitda versus the 12 times average. and i actually think you will see a gradual improvement in the u.s. construction market, all of these efforts in terms of brazil and china, stimulus around the world will eventually help in the next 12 to 18 months. and i think a
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