Skip to main content

About your Search

20090604
20171215
STATION
DATE
2015 26
2014 14
2016 14
2017 6
LANGUAGE
Search Results 0 to 49 of about 60
CNBC
Dec 2, 2014 12:00pm EST
. particular when you look at metrics on book value, europe, japan, china, india is probably the outlier in terms of cheap but there you are getting the best e growth. 16, 17%. all the other regions you are trading 1.5, 1.6 book times value. here in the states 2.6. i would also say you don't want to necessarily sell the u.s. market just yet because our economy is getting better. and as the economy gets better our revenues are going to get better. so our earnings growth, which we just saw about 9% in the third quarter, versus 3, 4% in the first half of the year, i think you can see earnings acceleration, especially with low oil prices and interest rates are going to stay low for longer. >> the case for u.s. stocks, doc, becomes harder unless you get the multiple expansion that stephanie is talking about because of the continued earnings growth, correct? >> true. but i'll take a point from josh, where he said -- and i agree -- that it's all relative. if you are going to tell me -- and they did say in their note, soc gen did that basically europe credit, go for that rather than the u.s. com
CNBC
Sep 1, 2015 12:00pm EDT
, stephanie link how much of this is a china-based sell-off. >> i think you have to separate the market action. here and around the world from the underlying fundamentals, can you kind of get wrapped up in this emotion trade. and i think that you have to step back and look at u.s. where fundamentals are getting better. last week at this time we posted a 3.7% gdp revision, we have a good consumer. we just posted today, 17.7 million s.a.r. so there are pockets here in the u.s. that are doing well. europe certainly not as strong as the u.s. but on the mend and seeing improvement in growth. given their pmis, they were pretty much in line. i think it's a volatile time. we're very much hostage to the macrodata points, we haven't been hearing from companies. until we get through the fed we may be in this trading range. i think you got to make the shopping lists and you have to feel good about the underlying fundamentals in the united states. loi oil prices remain a fuel for the consumer which is an important part of our economy. >> josh brown, what are you watching? the nearly 30% move high an
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
Nov 26, 2014 12:00pm EST
down. china benefits and the u.s. >> coming up the busiest travel day of the year and it's ugly out there. live to two of new york's airport, laguardia actually. and chicago o'hare. and christmas still 28 days away but we have your stocking stuffer trade today. which stuffer is the best for the holiday season for the past decade. 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. female announcer: through thanksgiving weekend at sleep train, get 36 months interest-free financing. plus, big savings of up to $400 on beautyrest and posturepedic. even get three years interest-free financing on serta icomfort and tempur-pedic. plus, free same day delivery, set-up, and removal of your old set. when brands compete, you save! but mattress price wars ends sunday, thanksgi
CNBC
May 24, 2017 12:00pm EDT
? >> no. no take on steel. >> all righty then. copper is on the move after moody's downgraded china. we'll hit the future pits next. ♪ predictable. the comfort in knowing where things are headed. because as we live longer... and markets continue to rise and fall... predictable is one thing you need in retirement to help protect what you've earned and ensure it lasts. introducing brighthouse financial. a new company established by metlife to specialize in annuities & life insurance. talk to your advisor about a brighter financial future. >>> welcome back to "the halftime report." i'm jackie deangelis. we are watching copper today falling after moody's downgraded china's credit rating for the first time in nearly 30 years. china the world's largest consumer of copper. did you short copper on the down grade? >> i did not. that was a mixed down grade. think of how moody's hedged themselves. that was actually an upgrade. the modern day silk road from 2,000 years ago in china, that silk road we're calling one belt one road will touch 50% of global gdp, and that infrastructure should buo
CNBC
Nov 5, 2014 12:00pm EST
still have europe and china but you have in terms of the u.s. a potential gold locks setting. goldilocks setting. i like retail as well. so there are things that you can buy and i think you can move forward. we'll watch of course for thursday although i it will be a non event when draghi speaks again. but overall it is an optimistic tone here. >> pete you like healthcare too. >> i do. part of the thing, it's two fold. the main focus forward in the first hundred days is about the u.s. corporate tax rate. 39.1%. something they are all going to try to hammer to a lower level. and who are the folks with the biggest exposure? pfizer, merck. and technology, apple and microsoft. the names on that list. and the top ten you are going to find a lot of pharma and technology names. i think those will do very well. and that is going to be great for the u.s. economy. >> joe, quickly, keystone, the majority whip was on cnbc saying this first week the bill is going to be on the president's desk. >> there are a lot of things that potentially are going to be positive for the economy. repatriat
CNBC
Mar 18, 2015 12:00pm EDT
europe. china hurdles to get over. my money on these guys to get over them and do well there. >> all right. little more than an hour and a half away now from the fed and check out the most used words from the last fed statement in january. no surprise here. inflation making a big appearance what about the buzzword patient. is the market ready for a rate hike. plus, we go under the radar. nintendo making a move you might haves missed. it is shaking up the stock. and we count down to the european close as well. equities across the pond mixed today ahead of the fed's decision and its statement and news conference we're back after this. sometimes romantic. there were tears in my eyes. and tears in my eyes. and so many little things that we learned were really the biggest things. through it all, we saved and had a retirement plan. and someone who listened and helped us along the way. because we always knew that someday the future would be the present. every someday needs a plan. talk with us about your retirement today. ♪ ♪ (under loud music) this is t♪ ♪lace. their beard salve is
CNBC
Sep 10, 2015 12:00pm EDT
forum taking place in china today. the economic outlook for that country is one of the main topics of conversation. chinese premiere li addressing the participants, the nation's large largest airlines posting an ontime arrival rate up to 72%. and cancellation rate of .9% was the lowest for any july in 21 years. >>> two deaths reported in an outbreak of salmonella linked to cucumbers. federal health officials say 341 people have taken ill in some 30 states. the cucumbers were grown in mexico, distributed by andrew and williamson fresh produce. >>> donald trump said he was talking about gop campaign rival karl karlie carly fiorina's persona. he said look for that, would anyone vote for that the face of our next president? he said he was speaking in a jocular manner. scott, back to you. >> take a look at the markets, give awe quick check of where we are. all over the place, holding on to gains of .33%, for both the dow and the s&p. as i said, the intraday picture has been an interesting one, we're only a few hours into the trading day. take a look at s&p sectors, telecommunication is the
CNBC
Feb 23, 2015 12:00pm EST
reason which is economy of improvement. >> you are still awash of liquidity. china, they are out on the bring, who knows. latin american as far as what you are concerned about or our economy is concerned about, i think it's all systems go and, by the way, with rates backing up it makes equities even more attractive. >> i agree with these guys. i think it will be a knee jerk reaction which creates other opportunities. the other opportunity is this. look at volatility index it closed at the lowest levels of of year. so, steve, the one thing i like going into this whether june or not. their protection is back to being what i considered cheap. when you're under 15 on the volatility index you're at a level where you can buy protection or get early reaction, knee-jerk reaction to the markets because of the height. suddenly that give us more bullets to say, now is the time i'm going add to my position. >> i think the question comes from the trading community, the question comes a year from now. have we moved 75 basis points or just move a quarter basis point. >> i applaud you for not havin
CNBC
Aug 25, 2015 12:00pm EDT
everything from yesterday, but it feels better if you are long the market all on the heels of china cutting interest rates, susan leave is live in hong kong with the early-morning hours action. seussen? >> the china went into action after the shanghai composite crashing through the key 3,000 level. which is key, like a logically. so wipe out the gains of the year. china's central bank cutting interest rates and bank reserves for the fifth and third time since november last year. and anz coming out with note saying cutting bank reserves frees up $100 billion into the financial system. timing is key, they usually make these moves on a friday night. or a weekend. but the fact that they did this on a tuesday evening says that they need and they want maximum market impact. a lot of people were questioning whether or not stepoffs, people were thinking are they going to let market forces dictate trade? not the case tonight. and they've been really greecing the wheels on top of injecting massive amounts of liquidity during the regular season in the markets through these reverse repo operati
CNBC
Aug 27, 2015 12:00pm EDT
china considering what could happen with the emerging markets. what's the talk on the floor in terms of whether or not you should be domestic or international at this point? >> goldman put out a piece a couple of days ago, banging the drum for goldman. steve brought up macy's, macy's was on the list, one of the top three names. it was carmax, macy's were up there about exposure to china. and you want to limit that. so macy's doesn't have any exposure to china and against that 55 level, it's extremely compelling to be a buyer of macy's. i think just for the shock therapy, i think you have to stay away from china. most companies that were exposed to china, a dow chemical, cat tractor, they understood that the growth was 4%, not even 7. most people, most inventoriy in just getting a taste of that and what the real life going forward with china at a more normalized rate of growth is going to be. i think it was due for the shock. i don't know and no one on the desk know what is china is going to look like two to five years from now. i think until the smoke clears you have plenty of
CNBC
Dec 12, 2014 1:00pm EST
china for more continued signs of weakness and caution in that area. >> thank you very much. appreciate it. have a great holiday. >> you, too. >>> thank you very much. a powerful storm continues to drench the west coast. emergency crews are out after mudslides prompted mandatory evacuations. so far no injuries or deaths reported. in the meantime some californians are making the best of it turning this parking lot into their own private water park. here is the weather channel's keith carson with more. >> this storm out west an absolute beast continuing to pound on shore today with a lot of heavy rainfall and wind because of the areas that had wild fires a few months back. by tonight the system moves off to the east. we will see big snow but most of it over 7,000 feet in elevation. here is the rainfall we are looking for. it doesn't sound like a lot but a lot of spots seeing as much rain in one day today as they saw all of a month. the averages here is extreme from what we are getting. wind alerts, los angeles high wind warnings in effect. wind advisory through nevada and elev
CNBC
Mar 17, 2015 12:00pm EDT
interesting a dominant franchise in china, 80% market share of e-commerce that trades at 25 times earnings. >> how much do you worry about the hands that have this stock that is now unlocked tomorrow? in other words, there's -- there could be an awful lot of folks that to them this is their entire net worth, that happens frequently, of course, with internet stocks or anything that pops as much as this one has, but now we're talking about folks in china that may really have changed their lives with this particular stock and now it's up substantially. wouldn't you think that could be a little different in this case? >> it could be although those situations are not dissimilar from other lockup expirations in the sector. >> a kid in san francisco it's a lot different than some kid in beijing, right? depends on who that kid is let's assume you don't know the stock tomorrow will be at 87 or 80 and if it's at 80 it trades at 23 times earnings. >> let me get to the heart of the call quickly, though, before we go. we've sort of focused and we're fixated ourselves i guess on the lockup and what it c
CNBC
Aug 14, 2015 12:00pm EDT
of the fed to raise rates, you'll get more volatility in the markets. which china slowing down and here we go, raising, essentially raising the dollar, commodity prices are going to get pressured more. so countries that dependant on commodities, that's all going to have this effect. under this you'll see probably some type of small sell-off. >> are you incline dodd put more money to work in this kind of environment, in raising cash? >> looking for opportunities? >> looking for opportunities is what we're looking for. what i think the market gives you is you get days where the market is down 2%, 3%, certain stocks getting sold off. there's a bear market over 100 stocks out there. you can buy good-quality companies while looking for spots when they break. maybe they miss one earnings release. >> and doc that's an interesting point about the number of companies that are not only in correction mode, but bear territory if not double bear or whatever you want to call it. the slices we've noted all week long are dramatic in many names out of the s&p 500, more than half had fallen into tha
CNBC
Aug 18, 2015 12:00pm EDT
going on in china. at the same time jim cramer talked about it as well on the mad dash. he was saying don't fight china, i agree with him there when you look at this company. they have been punished and probably enough. i think on the next couple of dips down. you get towards the low 50s, think this going to be an incredible buy. >> i it's down 40%. think you should sell it josh brown, sprint. >> this new business model, no more two-year contracts. >> maybe it works. sprint is doing some pretty out there stuff. but i don't think they have a choice. they have to. they have to stand out. they have to get aggressive. they have a ceo who is willing to do that. i don't know that i would bet against it as far as the stock itself. wait until this thing breaks above 550 as your signal that something may have changed. until then the market is not giving them a benefit of the doubt. >> let's give the money to charity and just get it on. come on. >> great wild hair, let's get in the ring. >>> chesapeake, joe? >> yeah. oil bounced from 41.50 to 42. that's not a trade you want to make right now. t
CNBC
Aug 11, 2015 12:00pm EDT
. is it a sign that the economy there is worse than investors thought. with exposure to china, apple included getting hit and hit hard today. we're going to discuss all of it what it means to your money with your panel of experts. steph, joe and pete on it with us on the desk. and also joined by the group terry duffy. independent macro strategist paul richards is with us as well. joe, investors seem to be taking ace as exactly as i said in the intro here, that china is much worse than people thought. >> i'm surprised by it. i was talking with paul before the show started. you think back three years ago, if you mentioned the word reflation, you brought every asset around. that's exactly what the chinese are doing right now. they're going out there regre replating. it's a game of hot potato. passing it around. the chinese are getting aggressive and trying to exploit their deflation over the mainland. >> the problem, paul, from investors that i speak with, they looking for more than just this move. that this doesn't go nearly far enough. it needs to be accompanied by some sort of fiscal
CNBC
Nov 6, 2014 12:00pm EST
? >> i think it is. because the u.s. growth has slowed and there growth has to come from china and europe. soing michael kors here and it just seems that europe is in a sluggish state. >> appreciate your time. >>> last time he was on the show michael carrish told you do get aggressive and buy stocks. if you made the bet it paid off big time. and with cheap money still available, is he maintaining his bullish stance. up next tesla's earnings surprised had street but is momentum stock still picking up speed for the guyes on the desk? there's a difference when you trade with fidelity. one you won't find anywhere else. one-second trade execution. guaranteed. did you see it? in one second, he made a trade, we looked for the best price, and the trade went through. do the other guys guarantee that? didn't think so. open an account and find more of the expertise you need to be a better investor. stamps.com is the best. i don't have to leave my desk and get up and go to the post office anymore. [ male announcer ] with stamps.com you can print real u.s. postage for all your letters and packa
CNBC
Nov 6, 2015 12:00pm EST
china to encourage and announce new commitments to reduce harmful greenhouse gas emissions in part because of that american leadership more than 150 nations representing nearly 90% of global emissions have put forward plans to cut pollution. america is now a global leader when it comes to taking serious action to fight climate change. and, frankly, approving this project would have undercut that global leadership, and that's the biggest risk we face. not acting. today we're continuing to lead by example. ultimately if we're going to prevent large parts of this earth from becoming not only inhospitable but inhabitable in our lifetimes, we're going have keep some fossil fuels in the ground rather than burn them. release more dangerous pollutions in the sky. as long as i'm president of the united states, america will hold ourselves to the same high standard to which we hold the rest of the world. three weeks from now i look forward to joining my fellow world leaders in paris where we get to come together around an ambitious framework to protect the one planet that we've got while we s
CNBC
Dec 19, 2014 12:00pm EST
big deal. global economic weakness. weakness in europe, japan, of course in china. those growth rates have come down. we decided here with this kind of rally you got to be thinking, you know, what? that wave of weak bts is not coming our way. it was fear of oil chaos and apocalypse of oil that essentially created the dun draft, from which we have now come back. a decision perhaps on comments from janet yellen. and the decline in oil is positive for the united states. but we're putting that behind us. there are still going to be shuttens to come. and of course some concern about deflation that still comes from oil. we saw that in the dissent from this morning. from the minneapolis fed present who says we risk a japanese style deflation. and the u.s. data. where is the market trading? we've had strong growth of around 4% the last three quarters. we're in a 2 and a half to 3 park range now. the question is does the market require the 4%. my take is if we do above trend, which is 2 and a half percent, i they are wiek gob okay. underpinning the rally this is a funny time. the market caught
CNBC
Feb 24, 2015 12:00pm EST
-- china is apple's oyster and barely been tapped at this point. before i let you go, are you focusing too much on where the hardware side of this story is being told and not the software side? i'm looking at page one of your note from i don't know the last week. i don't see any mention whatsoever of apple pay and the impact that is having on this company and will for many, many quarters if not years decades to come? >> yeah. i mean we're big believers of the ecosystem and big believers in the sustainability of the software side of the business, always or have been for eight years. but iphone drives the profit train, right? so if that's where the majority of your profit is coming from i don't think it's focusing too much on it to give it the attention that we are. >> andy, appreciate you coming on. interesting story. stock another new high today. we'll talk to you soon. >> all right. >> coming up, huge week of retail earnings. analyst dana telsey sticking with her buy ratings on macy and big news from the solar space today. josh brown breakses it down, why it matters and how to trade i
CNBC
Jan 8, 2016 12:00pm EST
jobs report and maybe some stabilization in china if you want to call it that? >> so the s&p's off 9 1/2% from its all-time high. the russell, though, is down 19. which is something we've pointed to very frequently. and i think it's pretty obvious that at this point we're in a down trend. the worst thing that could have happened this morning was a big gap up and that's exactly what happened, and that's why it failed. i think the most important thing for investors to understand is that the big up moves, the big one-day rallies, they all occur in down trends, they all occur in bear markets. 22 of the 25 best days for the dow jones of all time took place when the market was below its 200-day. so the worst thing you could be doing right now as an investor is looking at one day's action up or down and saying it's over, that's it, new trend in force. no. the prevailing trend is lower. it's not the end of the world. we've had years of gains. if we have to get into the middle of this year and see selling on every rally, people should understand that there's no rush and they can take their
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
Oct 26, 2015 12:00pm EDT
to china. the german transport minister visits d.c. this week to lobby the epa. rival persia reiterating it never cheated on the emissions as it reports a 3% decline on elsas mostly on china. results at phillips overshadowed on news that the sale may be blocked to china. and wpp co is warning of inane pricing in the advertising industry in response to what he caws growing caution from clients. talk talk hiring defense contractor ba systems in response to a third data breach. hackers reportedly posing as staff to extract money from customerings. and a top gainer, denying reports it's up for sale after stock market turmoil hammered its assets under management and share price this summer. back to you. >> our next guest likes some of the value he sees in europe. he is the chief equity investment officer where he overseas $300 billion in assets under management. welcome. good to see you. >> good to see you. >> credit suisse. why? >> it's one of my favorite stocks. they had their strategy day last week. the new ceo laid out the credit vision. they're raising $6 billion of fresh cap
CNBC
Feb 4, 2016 12:00pm EST
internationally and china was one of the areas they were trying to get themselves into a bigger position. i think that strategy is working for linked in, but that doesn't mean that will push the stock higher after the close. should be an interesting earnings call. i'm with josh. i think you stay on the sidelines and wait for the numbers and go through them. >>> let's spend the last minute or part of it talking about go pro. stock is down 90% from its october 2014 high of $98.47. what in the world do you do with this? >> do what you've been doing on this desk, avoiding it. it is a one product consumer company. they botched everything from the marketing, and i just don't there is really a market for it, so they'll come out and talk about, okay, is it going to be bought out, the transition to a media company is off the table. i'm not buying it here. >> if you forget everything else, just remember this one thing, the biggest problem with publicly traded consumer electronics stories, nobody wants to buy a second one and once everyone that wants it has it, it sits in their drawers, they don't
CNBC
Aug 19, 2015 12:00pm EDT
. despite good retail news from target. perhaps it's the wild session in china overnight giving investors pause. and a how about energy? energy stocks tumbling at this hour. oil is dropping hard. you've got the comment from one fedhead. so much at this hour to chew on. wti is down 3%. it hasn't closed below 41 or hasn't been below 41 since march of 2009. oil majors are selling off, refiners are selling off. is that what the culprit is today? >> i think it is. yes, i do. i think when you look at energy equities down 2.6%. you have the energy statistics that were released. we had the benefits of refineries using a lot of gasoline. there was a lot of demand out there back in april, may and june. we've lost that refineries are in maintenance so you've lost the gasoline demand. you don't have that marginal buyer that used to be the emerging markets. we know the chinese are challenged right now. last time oil was in the 30s, the chinese were out there aggressively buying it. we don't have that underneath the market right now. i still do not believe this is the time to be increasing in
CNBC
Mar 20, 2015 12:00pm EDT
think it works. japan, it's going to take a while to come back. china i don't think that's coming back, relatively decent quarter, this quarter. >> that corruption stuff keeps going on. >> you don't want to be seen driving a tiffany -- >> wearing a watch like jon najarian. >> you can get [ inaudible ] for wearing that watch. >> hulk hogan has the same one. >> he does. >> what are your thoughts? >> i agree. >> break it. >> i think you got to be nuts to buy the stock. it's -- reminds me of mcdonald's same-store sales continue to drop in the united states. it's kind of a nightmare overseas. i don't want to catch a falling knife right now. >> reminds you of mcdonald's. >> mcdonald's did have the pop too. what if tiffany gets it. >> new management looking to come in. >> all right. let's show you what numbers are. the winner is, do we show it on the screen? bear. i guess we don't. the bear won. >> sure you show when he wins. >> you take everything personally. it's very cute. you won. revel in it. all right. coming up, the king dollar dilemma. the markets that could be buy when the dollars an
CNBC
Aug 31, 2015 12:00pm EDT
market doesn't blow up so you take away the last negative. i don't think it's new news china is slowing down in the emerging markets and yet the u.s. economy is accelerating here in the quarter. i don't think it's about that. i think it's about the structure of the market and the fear of the fed not getting people to really get that umph back in. last monday it got oversold enough using all the measures that we use. >> so you're willing to say that we saw the lows last week? >> historically it's interesting. i wrote it down before we came in. when you look at the 1998 or 2011 occurrences where the market crashed in a nonrecession environment, volatility started to pick up. got above 30 in august. it stayed above 30 on average until october or november. so it's very possible the market may retest that low. everybody, like me, is saying that. it's blah vanilla stuff. i believe rather than fear the low that if you do get it, you take advantage of it. it's an institutional investor, a clear call to be a buyer on the dip because the backdrop should remain intact. >> why are you shaki
CNBC
Jul 1, 2015 12:00pm EDT
china. i'm not just talking about stock market, which certainly is a story. but about the chinese economy, which continues to really need some support here. what do you think about that? >> i would say two quick things, one is china is a major topic among conversations with clients that are thinking on a global perspective. it is a major, major topic of concern in particular the fact that they appear to be for lack of a better word, playing games with monetary and fiscal poll-season what seems like a daily, weekly and monthly basis. i don't think they really have a handle on the broader economic situation. certainly clients don't have a general handle on the broader economic situation. while things are slowing down, that's largely expected. but the risk as you noted is perhaps the general situation gets away from them, them being the standing, i'm sorry the council. whether that happens today, tomorrow, the next day is always the question. because quite frankly we've been talking about a chinese dislocation for the better part of three to five years. >> dan, have a good 4th. see y
CNBC
Dec 22, 2014 12:00pm EST
. it you're in china, and the market is up 50%, a lot of it due to the price of oil because the biggest consumer, and you can look at sun corp, canadian oil, bt, all these different names, the immersion acquisitions will take place in canada. >> does it have to get worse before you see some of these transactions? >> no. >> no. >> do these companies have to suffer longer before chevron will come in -- >> if you're a european national worried about the euro you will buy canadian oil because you get the canadian dollar. okay. i mean it's still tied to america to some degree, right. i think that if i was going to make a bet today look to hold it i would buy every canadian oil company there is, close my eyes and that would be my place to put my money. even if oil goes to 40 i'm okay there. >> you said sun corp, su for those of you playing at home or wherever you're playing. >> em bridge. >> emb. >> transcanada, trp. >> just -- you can take the guggenheim canadian -- print it out -- i'm not smart enough to know which one it's going to be so buy all of them. >> canada has historically
CNBC
Aug 21, 2014 12:00pm EDT
increases. a weak eurozone. look at china now. moving their economy from largely investment to a consumption-based economy, bess demand on commodities. we're in a period where i'd focus on the consumer. consumer discretionary. consumer will have greater employment, rising wages, low commodity prices. optimum environment for the consumer. >> got all that right now. not spending in retail. >> not at all. but look forward. next year. they'll be changes. so i wouldn't be concerned about fed tightening. >> okay, and i would stay fully invested in the equity markets. a lot of concern amongst our clients about the levels of stocks, where the stock market is, the multiples. we think multiples are reasonable, therapy not cheap, yet we expect to see multiple expansion going on over the next 18 months. >> jon, did you have something? >> quick, the pressure from around the globe on rates. down to zero. >> right. >> beyond what janet yellen might do and the fed might do in 2015. don't you think that puts a cap on rates to the upside? >> absolutely. so technicals fundamentals. what do i mean?
CNBC
Jan 5, 2015 12:00pm EST
. companies out of exposure in europe but also to china and also to india, to japan. international is a place to put some of your moneys this year because the valuation proposition is attractive. but also because those central bankers are flooding the zone in terms of monetary policy. we're getting more restrictive. they're getting more accommodative. see what draghi does. >> and fully open the spigot again. >> let's see what happens with draghi. i think there is value there and so that's why i do think you can have some exposure. >> the data suggests s that if you're waiting for a full recovery on something like gdp or whatever measure you want to use before you get involved in any stop market, u.s. >> is germany going to turn around just as united king democrat was. bank to the financials for a second. when financials bottom, the first place you want to look will be in the regional banks. and potentially you'll see a deal there, as well. >> tell me why europe is the place to be. if you think the value is there and the euro goes down, what draghi really wants to have happen, yp iwhy not inve
CNBC
Mar 12, 2015 12:00pm EDT
governor of china's cen brawl bank said there is no need to change its monetary policy despite evidence that the second largest economy is losing momentum and said he is not worried about the u.s. fed's next actions. viacom agreed to pay $7.2 million to settle a lawsuit filed by thousands of sberns who said they weren't paid despite doing work to paid employees. it covers interns who worked in new york from 2007 to 2013 and in california from 2010 to 2013. >>> raising the minimum age to purchase tobacco to 21 or 25 would significantly reduce use and related illnesses in the united states according to a study published by the influential institute of medicine. you're up to date. that's our news update at this hour. back to you, scott. >> sue, thank you so much. it is a story as you know we've been following here. the lumber liquidators fallout. the company went on the record to address those issues today. really fighting back to tell its side of the story. scott cohen is live with all those details. that, scott, is what this was. the company story -- >> yeah. scott this is really part of
CNBC
Jan 13, 2016 12:00pm EST
people have worried about peak autos, and it's positive on china where they've been selling cars very well. you're also going to start to hear noise about apple, and i know a day doesn't go by without us talking about it, but they've sold more iphones in china than people expected. the point i'm driving at with this is it's earnings. earnings could be positive. to have meaningful down side, you will have to see a recession. you brought this up a second ago. i don't see any indication. >> you don't have to. >> what happens if the meaningful down side takes you into a recession? who knows? why do you have to have a recession precede big down side. >> at the least i would say they correlate together. with the jobs growth -- you are still looking at something like a six handle for growth there. there's too much going in the positive side of the ledger for me to believe we're on the cusp of a recession. >> if i'm looking at this market going down and i do feel like the 5% pullback in what may end up being a 6% to 8% pullback. which ones do you specifically see? >> there are a few names tha
CNBC
Feb 12, 2016 12:00pm EST
fed does not control debt dynamics in china. this is a global economy. there is no playbook for when you have this massive gravitational pull down in bonds and to steve's point, you're looking at these things and not looking at them in a vacuum. forces at work beyond the fed to influence with their jawboning and it's just something that we have to get used to. >> paulson's point to michelle is the stock market is reacting out of whack with the real state of the economy is and going to in his words sort itself out, ie, the stock market is poised for something once it realizes that the economy is not as bad as people want to believe it is. not saying it's amazing but not nearly as bad as people think. >> s&p 500 with more than half of the revenues and profits from overseas. many parts of the global economy in outright recession. manufacturing here in the u.s. is pretty much in a recession. i don't know if that's entirely true. >> you know, there is a factor at work that i don't think we're talking about here. distressed sellers. we are seeing it in some of the smaller cap names we own.
CNBC
Jul 31, 2015 12:00pm EDT
obviously right now we have qe worldwide. why do we need the fed to do qe 4? we'll have china doing qe pretty soon. the china story is so bullish for u.s. equities i haven't heard anybody talk about that. >> oh, my goodness, that's a whole different topic. >> for another day. thank you. see you on the other side. >>> coming up a slippery slide for the oil stocks. exxon and chevron posting their worst quarter in more than six years. is it time to ditch them for good? and gopro shares can rally 40% is that too optimistic? we'll debate it here on this desk when we come back. >>> we want to hear your crowd noise. tweet us @halftime report. more "halftime" after this. opinions. there's no shortage in this world. who do you trust? whose analysis is accurate? how do you make sense of it all? a simple, unbiased stock score consolidated from the opinions of independent analysts... is that too much to ask? nope. equity summary score, powered by starmine, will help you execute your ideas with speed and conviction. and it's only on fidelity.com. open an account and find more of the expertise you n
CNBC
Aug 15, 2014 12:00pm EDT
now is china. because they're mopping up. they're the one country that refuses -- of size that refuses to touch anything the west is doing here and happy to take a better build from the russian whose need splun to work with. >> i'd like your immediate reaction to a headlines just moving. may not have had a chance to see upward that the ukraine foreign minister will meet with russia's lavrov in berlin on sunday. do events like today have the chance of actually forcing some sort of diplomatic solution quicker than an escalation and nor fighting? >> well, look. there's no question there's ban deal to make work all the way through, which is you have to have the ukrainians back off of the separatists in donetsk and move on. the russians have veto power and overwhelming influence over the southeast. the ukrainians have been unwilling to accept that with good reason. that might end to the power of poroshenko as president. if he doesn't understand, the russians are not bluffing, prepared to go to warp if they need to. that is absolutely my view. maybe poroshenko is saying i've got to c
CNBC
Aug 8, 2014 12:00pm EDT
market thinks it is. no. asia. china is one of the areas emerging markets. touched on it last time on the show. emerging market clearly catching. when the world derisks, emerging markets derisk as well. china, more interesting think, hong kong. $400 million in the last month. a big change in hong kong. >> anyone mimicking or going con trainer? >> the dax in germany down 10% in the last month. talk about massive selling there. is the market down because of the sells possibly? i look at the dax and say, down 10%. gets interesting to me here. i wouldn't be running from germany now. i'd run to it. so typically is this a con trainer i they'rian? >> starting in mid-june seeing outflows. mid-june to now. part of that exodus from germany. that billion, a billion in the german markets, not a big deal. right? german, what we're looking at $1 billion coming out, all of what we saw in 2013. a billion out of the german market -- >> i have to have context. four consecutive weeks of european outflows. up against the prior 52 weeks were consecutively greater inflows. almost never anything like it on
CNBC
Feb 25, 2015 12:00pm EST
within china with millions of jobs. you have a lockup coming up in march with 400 million shares. those weigh short-term on the shares great opportunity for long it term investors. >> can't buy the stock between now and march. earnings systems are coming down, sales up 40s% in the recent quarter, were slower growth than many on the street had been anticipating. i'm wondering the story is bullish but maybe people were too bullish about it. >> the interesting thing about numbers coming down the margins are higher than people thought. the margins are actually offsetting the take rate or revenue shortfall so i think the numbers will probably go up from here. i think you have that catalyst going for you. as far as buying the stock it comes down to your horizon shorter term focused investor looking at the changes to cycle through in the next quarter or two, longer term investors taking the opportunity to pull back to build bigger positions. >> john? >> bob, quick, as far as them doing any of the deals, there was a lot of chatter, of course, right after the ipo about what they might do
CNBC
Dec 17, 2014 12:00pm EST
but it is an outdated approach. comparing it to the normalized relations with the china and says i do not expect the changes to transform cuban society overnight. and john harwood says to those in congress who oopose his view. i respect your passion. >> he did say he respects their passion but he's positioning his administration and his party for that matter firmly on the side of a future in a future/past debate that's been going on for some time. adjust as with immigration. very interesting phrasing when he said liberty is the right to always be honest. and i'm going to be hongs with you. this reflects the fact his aids feels a sense of liberation to do the things that he can accomplish in office before in the two years that he's got left. and this president clearly has been maneuvering for some time. he said he was going to reevaluate relations at the beginning of his administration. just as president clintonen tried to do. but that ended up backfiring and resulting in the embargo keting codified in law. don't think it will be lifted during his time in office. but usually something
CNBC
Oct 11, 2016 12:00pm EDT
day is coming up next. plus, a desk favorite. yum brands meeting with investors ahead of its china spinoff. with the stock on a tear this year, do you stick with it, or do you take some profits? saw the dow. down 160. halftime report back after this. ♪ with sleep number, you choose the exact firmness and comfort you want - and so does your partner. amazing sleep for all. it's the final days of the columbus day sale, with the queen c4 mattress set now only $1399.98. learn more at sleepnumber.com remember here at ally, nothing stops us from doing right by our customers. who's with me? i'm in. i'm in. i'm in. i'm in. ♪ ♪ one, two, - wait, wait. wait - where's tina? doing the hand thing? yep! we are all in for our customers. ally. do it right. when a moment turns romantic, why pause to take a pill? or stop to find a bathroom? cialis for daily use is approved to treat both erectile dysfunction and the urinary symptoms of bph, like needing to go frequently, day or night. tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for se
CNBC
Jul 24, 2014 12:00pm EDT
% on bad news out of china. turns out that the world's largest consumer of gold actually saw a decline in the first half of 19% in terms of demand that was year over year. scott nations taking a turnaround in china to boost gold here? >> quite a few things including a turnaround in china to boost gold. demand in china and india, two biggest users of gold, going in the wrong direction for gold, and in addition, miners are ramping up their supply, because they're trying to make ends meet. so it's going the wrong direction for bulls for several reasons. >> anthony gra garzanti, where e go next? >> 200 day average, 1287. the number critical to this market. i think if we get through that and actually think we do get through that in the next few sessions, i could see $10 to $20 lower immediately. >> for more on gold, logon to the online show, futuresnow.cnbc.com. speaking to blackrock's russ costridge, telling us why he this volatility is coming back into the market. you don't want to miss it. more "halftime report" coming up after the break. yeah, i'm married. does it matter? you'd
CNBC
Jul 29, 2015 12:00pm EDT
saying okay, china has me a little worried. i don't know what the fed going to do, what do we do? what's your answer? >> we think the fed will tighten in september because they want to normalize rates. but i think there's two factors that we have to think about. one is if they don't tighten, it's highly unlikely they'll tighten in september and we had four of four gdps come in negative in q 1. that would put them waiting until about april or may to tighten. we look for september to normalize. i think the bigger issue right now with the tightening, is the knock-on effect in the emerging markets. think about we've had a weak dollar, zero interest rate policy. and qe for the last six, seven years. now we're seeing the dollar strengthen, a commodity bust. emerging market currencies are decimated. and they're going to have trouble making their budgetses. >> you're saying we're going to see a taper tantrum-like effect on the emerging markets, but on steroids? >> absolutely. it's starting right now this is a global event that's going to occur over the next 12-18 months. we don't seem to
CNBC
Jul 20, 2016 12:00pm EDT
in china? signed that great settlement late last year. started a sign up of a lot of chinese smartphone oems. is it them. >> pete. chips more broadly. >> i like the chips in general. been in and out of micron many times. the one problem i have with qualcomm has been this stumble that seems to happen quarter after quarter after quarter. >> it does, doesn't it? >> but there are other names out there that have been absolutely explosive. some reporting and some will be reporting. >> pete, i think they've stumbled so many times it's actually priced into the stock right now it's stumbled. >> on intel it's run back into resistance at 36. it makes sense for it to pause here. but rsi is climbing. >> coming up. pete najarian has some unusual activity, what he's seeing, whether you should be a buyer as well. >>> "halftime report" with scott wapner is the place for market moving interviews. >> you don't call a company a sewer because a company made a mistake. >> real money. >> we are short both tesla and solarcity. >> real debates. >> people think the globalization has hurt businesses. i
CNBC
Apr 7, 2017 12:00pm EDT
president of china. as kayla told you a few minutes ago, no translation in the room. we have had somebody who speaks mandarin listen to that tape and rough translation, but equates to something like this meeting has very important meeting for the relationship for china and america. the president was very welcoming. we talked in depth about a lot of issues and built a trust and friendship between china and america and we want to keep developing building that relationship. probably considered the most bilateral of his tenure so r far. >> i can't imagine anything other that that could be the case especially give p the economic implications between these two. china, a huge country. i found president trump's comments to be fascinating because he started with calling the chinese delegation, interesting to be with, but as he got closer to talking about president xi, he got to making the statements about their relationship, their one to one relationship being outstanding and progress being made, certainly, one can read into this that things are head nd a different process. >> i thought h
CNBC
Oct 30, 2015 12:00pm EDT
, and then china. this article in the wall street today, those two babies, indicate what's coming out of china. right now 40% of china is consumption. the united states is 70%. if we grow at 10% a year, which i think they can do over the next five years because they focused on it and then the rest of that country grows verz what it was growing before, you are talking about a global impact growth in china of 6%. is it worthwhile? yeah. are we going to solve all of our structure? the united states is a dip and a deficit that are just awful. bottom line, i think it's going to be okay in 2016. >> i think there are some large investors that would like to see china do even more. david was on the network thorping. i would like to listen to what mr. tipper said, and then we can react to it on the other side. >> the chinese surprised with lower rates. you know, there were a surprise too. >> do you think the economy here is strong enough to offset what additional weakness came out of china and the emerging markets, or are you still concerned that you could have an economic issue somewhere down the
CNBC
Jun 16, 2016 12:00pm EDT
business. we will get a peek inside of disney's big bet on china. it is all coming up on the "halftime report." thank you. ordering chinese food is a very predictable experience. i order b14. i get b14. no surprises. buying business internet, on the other hand, can be a roller coaster white knuckle thrill ride. you're promised one speed. but do you consistently get it? you do with comcast business. it's reliable. just like kung pao fish. thank you, ping. reliably fast internet starts at $59.95 a month. comcast business. built for business. man 1:man 2: i am. woman: ex-military? man 2: four tours. woman: you worked with computers? man 2: that's classified, ma'am. man 1: but you're job was network security? man 2: that's classified, sir. woman: let's cut to the chase, here... man 1: what's you're assessment of our security? man 2: [ gasps ] porous. woman: porous? man 2: the old solutions aren't working. man 2: the world has changed. man 1: meaning? man 2: it's not just security. it's defense. it's not just security. it's defense. bae systems. >> welcome back to "halftime report" and are
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
Jan 12, 2016 12:00pm EST
selling pressure is coming from, and it's not going to stop. >> pete, look, i appreciate the china story, what's happening in the market and the currency, and i know that's a bigger issue from a macro standpoint. whether oil looks like it's going to get some traction -- >> started today. >> as oil continued its slide, on that chart we just showed you, the market went right with it. >> no doubt about it. i mean, when kinder morgan williams, a lot of these names we know a lot of people have been in some of these names, looking for that yield. they were depending on that yield. that's really part of what's really happening here. as that selling pressure comes, we talked about it yesterday as well, we talked about selling some of the winners and then actually all of a sudden the pain of the losers. well, the losers just continue to be bigger losers and bigger losers. that becomes a pain because then it becomes this vicious cycle. the domino affect just continues, and that's exactly what we're seeing right now. when you see the oil -- the way it flipped today, scott, in the first 30 minutes o
CNBC
May 11, 2017 12:00pm EDT
theirs, kfc is turning around and they're getting 15% of china earnings which they don't earn anymore. that's yum china. >> doc, talk to me about symantec. >> the quarter was good but the outlook was weak. operating margins, however, are going to be going up, that's what they said, so that's what i would focus on. if you want to draw a line in the sand, right around 30 or 31. stock got down to 30 and change and popped back over 31. i'd be a seller about that 30 put strength. >> joey, exxon, upgraded to buy from bank of america. >> low risk option for portfolio managers, underweight expenditure. trades between 80 and 90, will not accelerate much above 90, in a down market not going to hurt you, a better name, poncho energy. 25% production growth this year, 5% last year, $20 billion market cap. this is the name to put in your portfolio for energy exposure. >>> bank of america says biotech is cheaper than ever and it's time to buy right now. what does our desk think? where are the opportunities in that space? we'll talk about that when "the halftime report" comes right back. dear predict
CNBC
Sep 30, 2014 12:00pm EDT
challenged. vegas is changing and some thoughts on china. we're going to play the one-armed band it when i come back. but it doesn't cover everything. only about 80% of your part b medical expenses. the rest is up to you. so consider an aarp medicare supplement insurance plan, insured by unitedhealthcare insurance company. like all standardized medicare supplement insurance plans, they could save you in out-of-pocket medical costs. call today to request a free decision guide. with these types of plans, you'll be able to visit any doctor or hospital that accepts medicare patients. plus, there are no networks, and virtually no referrals needed. join the millions who have already enrolled in the only medicare supplement insurance plans endorsed by aarp... and provided by unitedhealthcare insurance company, which has over 30 years of experience behind it. with all the good years ahead, look for the experience and commitment to go the distance with you. call now to request your free decision guide. ♪ >>> welcome back. we're going under the radar now. three things traders are watching you migh
Search Results 0 to 49 of about 60