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20090604
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CNBC 100
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CNBC
Oct 4, 2012 12:00pm EDT
than xlv. it is the one sector that's completely impervious to greece, to china, to fiscal cliff. all of these things are not going to matter. the bigger picture is that people spending more and more on health care as they age and look at the way the stocks act. i'm give you one in particular in addition to the it. merck. it's paying a huge dividend. this is the success tore that you want to look for buys in in my opinion. not laggards or industrials or nonsensitive stocks. >> you heard adami. let's bring in ed yar denis, president of yar denis research. welcome back to halftime. good to have you on the show. >> they think we're going higher. what do you think? >> the bulls market really has been a series of relief rallies followed by fall-offs with considers that we're about to have an apocalypse. . you get the drift. when we worry that things are going to fall apart and suddenly maybe they're not going to fall apart imnemtly, the markets go up. we had the fiscal cliff which may very well be postponed until the middle of next year. we have the euro mess that's now being cleaned
CNBC
Apr 2, 2012 12:00pm EDT
the day now on this the first trading day. positive u.s. data and surprising data out of china. we'll talk about that in a bit. look at major averages here. dow industrials good for 61. s&p and nasdaq in positive territory. gold and oil always on our 90s. gold is higher by three-quarters of 1%. crude oil as well into the green today. let's get to the stop stories we're following on the halftime show. apples prices. apple fever continuing to grip the street. decoding china data. which numbers should you believe and what should you trade? we we will break down confusing data and we're consulting the stock traders almanac in running through the biggest risks to watch out for in the second quarter. welcome to the "fast money" halftime report. lots to trade. let's start doing it with apple holding well above 600 bucks. analysts in a race to ratchet up price target. what's the next catalyst for this stock? >> earnings. we need to know how many ipads they are exactly selling. last week we had analysts suggesting they are not selling as much as they are. apple in price action today is
CNBC
Sep 18, 2012 12:00pm EDT
going to fail on a cost benefit analysis. second concern is china and europe. china's the growth driver, the engine of the world's growth, it's sputtering, none of us know how badly it is. our friend mark grant wrote an e-mail this morning who said he believes that real gdp in china is 4% or less. he spent the last week on the ground there. the third is that the earnings outlook is deteriorating. i would note that third quarter 3.5% nominal u.s. gdp means there can be corporate top line sales and then we have the threat of the fiscal cliff. i'm not willing to pay high multiple for a 65-year high in corporate profit margins. the fourth thing is, camp rom y romney -- camp romney is in chaos and obama is now a clear leader. i'm not making a political statement, but most people think the republicans are market and business friendly. >> mike murphy -- >> the big problem i have is geopolitical risk, and the final thing is that this open-end nature of qe-3, to me, will reduce the pressure on our leaders to fix the debt problem. >> doug, mike murphy has something for you, doug. >> hey, d
CNBC
Sep 28, 2012 12:00pm EDT
confusion. >>> first mcdonald's shares are trading lower. the dish on a new downgrade. >>> and china's wall of worry. is it overblown? we get some answers. those stories and more with we return. >> it could be going up, down or sideways. you have to be able to surround the trade. >> we're all together as a team but we come at it from a different perspective. >> it's about moving the the odds in your favor. >> i am fast money. 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. >>> welcome back. stocks continuing their rebound after the spanish headlines we were down 118 on the dow earlier. now we're lower by 58 points. 40 points. big improvement here as w
CNBC
Nov 11, 2014 12:00pm EST
you don't want to be there. it's cutting revenues. i don't want to be in europe yet or china. and surely don't want to be in russia. but i do want to be in the u.s. in terms of crude, it is going to be a huge positive for the u.s. and the best thing about it. i don't think i don't believe the decline is driven by lack of demand. it driven by supply. so i think it sets up nicely in the u.s. could we have another 5 to 10% correction? absolutely. but i don't think we have it near term. >> murph, these months are th y typically good between now and the end of the year. >> i think the market is poised to continue to move higher. but i this i you get pullbacks, as steve just pointed out. phil brings up energy and cost of fuel. that is a mamg positive. however we've gone from 1820 on s&p to 2040. so 220 s&p points. you are going to get some pause in this market at some point. i'd like to point out facebook. they came out and had a great quarter and they have been stuck down here about 10 or 11% off all time highs in low to mid 70s. look at technology, look at apple taking a pause. facebo
CNBC
Oct 25, 2012 12:00pm EDT
positives that are going on here in the united states. china seems to be stabilizing in a bottoming kind of process. europe is off the front page. valuations are not extended. earnings, okay, i'll give you that, they're not great. but i think a lot of bad news is discounted in. what are you thoughts there? >> i'm not sure a lot of bad news is discounted in to be quite honest. if you look at where the multiple is from the june low to the september high, we had multiple expansion that equated to the trough to peak expansion affiliated with qe-2. we had some pretty tremendous multiple growth in that period. the result was a mult pl that was sitting a full standard deviation above its trend line. for us that's a signal to get more cautious. in terms of the other factors we agree housing is starting to improve. auto market looks stable. household spending looks stable. that's reflected in our sector allocation strategy which is highly focused on consumer segments of the market. more defensive segments of the market. more domestic sectors. i'm not sure i want to read too much into china. chine
CNBC
Mar 12, 2013 12:00pm EDT
. they may have some elections in june. you have anies there weakening. >> china data the other day wasn't good. you know what i say about that? market don't care. >> i would agree that the market doesn't care now but we need to be careful of that. approaching all-time highs here. the fed is there certainly but if the fed -- if quantitative easing works they found this magic formula that they'll never -- we never have to worry about the business cycle again. >> we need a shock headline of some sort, a shock data point, a shock development to push the correction? >> it's never what you think about. what's why it's a correction because it comes as a surprise. to b.k.'s point, the only thing i would ask, how much as dragi spent? what are interest rates versus what our interest rates are? how many dollars has he spent -- >> saving it up. >> exactly. how much has he spent on buying sovereign debt, okay? nothing. >> nothing. >> exact. line of firepower. >> he's got a lot of firepower. >> but that assuming, one, that he wants to use that firepower. he could have used it last week but reluc
CNBC
May 2, 2013 12:00pm EDT
if it was gold or soybeans or pork belly, panic is panic. even the strong hands like china who had 50-50, i'm a buyer, so why don't i see how high it's going to go? that has now been rung out. there's a transition from weak hands to strong hands. traders who have margin calls and hedge funds that have nonpermanent capital and mark to market. they're all rung out now. the strong hands are russia, china and actually people around the world. they line d up to buy physical beginning on april 16th, so we're back up 10%. so i think the technicals have been wrung out and the trend is high higher from here. >> the central bankers presumably believe there's a ton of eflation in the global economy. >> the 1930s were the grandest period of sustained inflation. gold went up 65%. the problem is when central banks fear deflation more than anything, they try anything. currency wars, money printing, zero interest rate policy, forward guidance. they do everything they can. when they can't win the battle against inflation, they devalue against gold because gold's the only thing they can't fight back. i
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
Apr 30, 2013 12:00pm EDT
, whether it's utilities, telecom or whatever. >> if you think back to earlier this year, china, if you think about the big picture, foreign exchange, global around 55 trillion. so within that, you had china earlier this year come out and say they were planning on finding innovative uses with their reserves. japan has the second largest at one point, said they're going to double their investments in epf. >> the numbers. >> you've got central banks which are typically investing in treasuries, they're looking at things and going, well, you know, if i can get a 1.2% return in germany, but the dax is paying me, the nikkei dividend is 1.5. you've got all these guys looking for yield. you want to find good companies. you don't want to buy an ibm which blew up. you want to make sure the fundamentals are in good shape. >> do you regret the fact that you don't own microsoft right here? given what the stock's done? >> no. you have to make sure that the fundamentals are in good shape. i don't think anybody believes pc fundamentals are in good shape. >> you just said -- >> ibm just blew up. ora
CNBC
Oct 14, 2014 12:00pm EDT
, it is about europe, it is about china, it is about what i said yesterday, "talk is cheap." people with a lot of money on the line in this market are looking for draghi to put action into action at this point. >> what if if it's not good enough? what do you think the market reaction is then. >> massive qe. >> europe ps don't co-massive the way america does. >> the other thing note is china. commercial light truck sales down 16%. a competitor to caterpillar warning profits down 80 to 90% year over year. burberry, yes sales in china were up but slower than expected. so while the focus remains in the united states, a lot of the focus on the big money remains on what's happening in europe and china and on that note let's bring in paul richards from ubs. good to see you again. >> hey scott. >> is draghi going to get off his hands and do this massive qe? which seems to be the only thing that the biggest money is looking for to save this market? >> i think what happened whether w this margket last week. everybody is puts on out the minutes. i put it on the thursday imf. when they went at
CNBC
Dec 9, 2014 12:00pm EST
market. but we do have the global growth concerns. greece wasn't a good story. china we've sort of been misled. it was more technically driven by accounts opened up there. so those are the worries about the global growth. having said that the u.s. economy is in phenomenal shape. and i'm not worried. it is going to be a much more volatile year but guess what, hedge fund managers are telling me they are finally making money on shorts and embracing the volatility. so i think it is something you learn how to work around. >> at some point don't you tap out of the u.s. and go elsewh e elsewhere? >> soc gen last week saying u.s. stocks are super expensive. >> i disagree with all of that. i still think the u.s. is the best place to be. jeremy siegel today and he was outlining a lot of reasons why. one of his was talk about gdp in 2015 one of the catalysts he sees going forward. i look this way, judge. when you look at our markets we still have the p transparency and the areas. it's not like the entire market. the bullet bulk of the s&p, yes. but the sectors really pushing things right now.
CNBC
Nov 11, 2013 12:00pm EST
charts you need to see before deciding where this mark is heading next. singles day in china. what does that mean? a multibillion dollar day for e-commerce company ali baba. how to get in on the action. plus the or stocks that could get a boost from the lonely hearts club. in today's markets, a lot can happen in a second. with fidelity's guaranteed one-second trade execution, we route your order to up to 75 market centers to look for the best possible price -- maybe even better than you expected. it's all part of our goal to execute your trade in one second. i'm derrick chan of fidelity investments. our one-second trade execution is one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. peace of mind is important when you're running a business. century link provides reliable it services like multi-layered security solution to keep your information safe & secure. century link. your link with what's next. check for more! well, i guess i can double check... my watch! [ male announcer ] it pays to double check, with state f
CNBC
Mar 18, 2013 12:00pm EDT
america. contagion is not an issue. the key issue is china. we look at europe and china is in much worse condition. we're not seeing the new regime coming out and put growth policies there. it's estimated by moody's 60% of their bank debt is bad. 400 in steel alone don't make any money. i think commodities remain under pressure and stay in the u.s. financials are a great place to be. >> housing, commercial construction. i would say china, that market is one of the very few markets down year-to-date so i think a lot of bad news is already priced into that market. >> let's look at the flash test. josh. >> jc penney surging higher today. analysts out with a note saying while the retailer seems to be headed towards serious financial and liquidity issues, investors could be overlooking an intriguing option here, specifically the option to isolate its top 300 locations and transform them into a low risk highly profitable reit-like entity. this could drastically change the way the market values jc penney. the stock up 10% right now. >> marshall. >> i think jc penney was looking for a reason to
CNBC
Jul 30, 2014 12:00pm EDT
stores for the year. a company doing everything right at the right time. >> china's making a comeback, pete. what you've got to watch here is that these guys, right now, that we're talking about, same-store sales up 15%. in china. >> they get 50% of revenue from china. >> they sell a heck of a lot of this. i think they're going to be selling an awful lot more margins are 18% now. that's back to 2012 levels, pete, and you're going to be seeing operating profit 40% overall i think q2 earnings will be through the roof, and continuing to grow. >> pete, he's gaining on you. >> he may be gaining on me, excuse me while i take another bite of this chip. i'm concerned whmp i see something else, china is sitting there somewhere spinning around. it's still spinning with the food in china. because of that i think it's going to hurt sales, going to be another quarter or two again for them and meanwhile, chipotle continues to grow. >> earnings up 30%, judge, over the last quarter. i think these guys continue to grow. china, want to be long china. >> i can't believe we basically have a tie.
CNBC
Apr 2, 2013 12:00pm EDT
low-cost next version phone for developing markets. they will get over their t. hurdle in china. they got their knuckles wrapped last week because of the warranty versus the state-controlled two-year warranty. they exceeded, tim cook made a very unusual apology to the government. >> what about margins from these products that you're talking about? those are going to actually drag down margins and how does the stock react? >> margins will be hurt. and they're going to have to face the reality of competition that's going to be driving the prices of hardware down further and further. whoever it was who talked up samsung. why aren't they doing anything? where is their adr? i mean, that's a really, really smart company right snou. >> let me ask you about hewlett-packard which you like. >> yes. >> goldman sachs downgrading to sell today and they say sentiment moved ahead of reality. isn't that the case? >> i think hp is misunderstood. i'm looking at the big data side of hp where they have the enterprise franchise and they have the technology. yeah, they got killed on autonomy and they
CNBC
Jun 3, 2014 12:00pm EDT
about the health of the chinese economy. and, of course, china plays a very important role. macao is a special administrative region, or sar, of china. that's a big deal. the reason why it's not the entire story and the trade is on possibly, these are trading at a discount to recent highs, and there's talk right now out of japan, a very big deal. because prime minister shinzo abe has reportedly come out in support of legalizing casinos in the country of japan. they play host to a high-profile olympics in six years. this is a big deal. >> mass market not slowing that much. but vip volume, the whewhales s down. that's cause for concern. >> it's reason to have a little bit of a pause. but look at some of the names and the significance of the pullback. wynn, they're exposed when you talk about macao versus las vegas. only two exposures there. look at the name, from 250 to 207, i love it, i think it's time to jump back in. >> las vegas sands, they're talked about on the street as being unrivalled in the portfolio of properties out in macao. do they have the most to lose? >> i think it's a
CNBC
Jun 24, 2014 12:00pm EDT
data points i think in a spring of data points telling us that the u.s. is healing. china's pmi that came out sunday, a stable china. a better u.s. better although in a relative sense, europe. i think equities should go higher. >> shouldn't we be worried we haven't seen a correction in, what, years at this point? can we continue the sort of meltup that we've seen? >> i think it's a grind hire not so much meltup. it's been working slowly up. i gave a speech in chicago last week to institutional investors. pensions. endowments. the only questions i got showed they weren't complacent. they're worried about it. they peppered me with what if this happens? what if that happens? i think that's more the norm than come play sensy despite the vix. there's still a wall of worry out there. there's still underparticipation in equities by a lot of retail investors and by hedge funds. take a look at their exposures, their nets are still running about 40% to 50%. not 60%. not 65%. i don't think there's complacency. i think a grind higher. >> i'm up against a big challenging debate against these two
CNBC
Oct 23, 2014 12:00pm EDT
those unless you go to full blown recession across europe and china. the chinese numbers have been good this week. european numbers much better today steph than we were expecting. i think those are both positives you could hang youp hat on. >> i think we need a few more data points ab europe to begin with. i'm not convinced we're out of the woonds europe. >> my point. >> that could be the reason to see a pull back but i will say that earnings and listening to companies and saying they can handle a bad europe because europe is bad. >> last i checked draghi didn't do anything yet. >> earnings are good. and when they look for the right reasons and we see a day like yesterday where oil turned at noon to the end of the day and flushed out two dollars a different kettle all together that. type of thing could bring us down again. i don't see that happening but those margin calls are very dangerous. >> dominick chu. a lot of of people give credit to caterpillar. >> one of the most heavily weighted in the dow. accounting for a good change of the gains today. caterpillar posting blow out ear
CNBC
Nov 6, 2012 12:00pm EST
economy. you just can't look at what the market did in 1982. china wasn't as prominent as they are now. particularly in terms of commodities and materials. europe wasn't as prominent now in terms of global trade. don't you have to throw those things out to look at what the markets do now on a global basis? >> i don't think so. back in 1982 there was a different circumstance just as there are now. certainly the market doesn't always repeat itself, but it does tend to rhyme. when you are at the latter stanls and what worked in the past at the end of 1982 and the prior secular bear market start to roll over and are also approaching an inflection point in terms of interest rates, these are similar things that we have seen in the past. that's why we are bullish on the market. >> good to have you here. thanks for coming on. we'll talk to you soon. let's take a look at the markets. energy, materials, industrials are the sectors leetding the market higher now. we continue to trade this big election day rally. as you look at the leaders, materials up 1.5%. coming up, former democratic congressm
CNBC
Aug 27, 2013 12:00pm EDT
in japan, china, and europe last night in terms of business sent am, in terms of industrial profits. i think that's the area on the margin where you want to be looking for opportunity to be buying. >> murph, maybe the move in yields is short-lived depending how the syria situation plays out. all of you guys generally like the financials. >> we're now underweight financials. when we sold hartford a couple weeks ago, we went not anticipating this move. >> murph, you're not 1yu7underwt the financials. >> i think syria is a tough situation to trade. we didn't see this coming or maybe some people did. but i look at today's reaction in the markets could have a lot to do with syria. but really the bigger thing out there for me is the taper situation and whether or not we're going to see tapering coming now. and i think the economic data you're getting is telling you you're not going to see it or you're going to see a reduced version. maybe only $10 billion. i look at a sector like financials if i was on air talking about what i own two weeks ago, three weeks ago saying you can own citi at
CNBC
Dec 5, 2014 12:00pm EST
. now it came back in line with a carpet shake out in october but as soon as japan stepped in china stepped in. you hear word about the u.s. ecb in jan. i think it probably continues. probably trades down to allows -- low s on the year. >> didn't you think gold would be down more on this jeff? is there a reason we're stuck in the range we've been in? >> that is a great question. look at the head winds wii saw in gold futures market. kicked off sunday when we had the failure of the swiss referendum. and today best jobs in a long time. so again we can't get down. at the end of the day i think inflation, the tip of inflation was seen today in that jobs number. so i want to be a buyer 1180. >> for more, futuresnow.cnbc. m futuresnow.cnbc.com. >>> u.s. dairy are seeing record prices this year. morgan brennan is at a dairy farm in wisconsin with that story. >> the prices of raw milk, butter and cheese have all hit pressure highs as global demand outpaced supply. that sent dairy to their biggest value ever. and it's been a really good year. but that is starting to change. the u.s. dollar r
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
Aug 31, 2012 12:00pm EDT
risk assets, equities and high yield, remember that you are dependent on china and europe when you go all the way out this. so, be much more differentiated than what the initial market reaction is. >> when you are talking about some of the metals, i've got one i'm curious what your thoughts, the slv, silver explosive to the upside, this has been going on now for the last couple of weeks. the steady move to the upside and you now it seems it's breaking out above 30. is that one of the assets you'd look to as well? >> that's a high beta version of gold, hock? you got a lot more oomph on the way up and a lot more fall on the way down, but view it as the high beta version of the gold. >> okay. >> a question about bernanke, the way he played his hand today, i think he played it perfectly, sit back, wait for the ecb to react and i think that's what is going to push equities even that much higher, so when we get on thursday the ecb comes out, they have to make a move here because they said they would, i think that is why bernanke sat back. so, i believe and i wanted to know your opinion on t
CNBC
May 7, 2013 12:00pm EDT
half in asia, china, that europe just be stable, and to your point, the key is that the euro not collapse. we think the euro will soften, probably fall to $1.20 or a little less by the end of the year. when it comes to oil, we think it holds up. but construction-oriented commodities like copper, iron ore and processed stuff like steel and aluminum, we're still cautious at least for the summer. >> okay. so you're cautious for the summer, but the second half of the year, don't you think the global monetary easing policy around the world is going to lead to better growth in the second half? and if that is the case, you want to be buying all of the cyclicals including the industrials into that strength. >> that's our view. i just took industrials from overweight to equal weight. spending this summer with banks and technology. i think the dividend growth and the supported valuations, about 13 times earnings at tech, 13 times earnings of financials, that gives me downside protection. certainly cyclicals should lead the way if we get that second half recovery, acceleration in growth. bu
CNBC
Oct 3, 2014 12:00pm EDT
like it and i think the fact that china may be putting in up to 16 billion in charging stations there is another reason to own the stock. >> 215 is support. that's why it's going. >> i bet it hits 275 first. >> to the desk. murph do you want to sway it either way. >> i'm going with doc. betting against musk is a losing proposition for just about ever. >> not betting against elon musk. i love him. i want to marry him and have a million of his babies. that is not the point. >> elon runs the company. if i were getting long position -- i don't have a position here but if i were getting long elon would be a big reason. >> what about where the stock is trading now? >> that's why i'm siding with doc. i wouldn't bet against musk. i think it's enough to get the stock higher. shorts covering. >> pete? >> i agree with murph and doc on this one. >> i'm gonna fall of my chair. >> i know. when i see opportunities. this is one of those. stock is pulling back. eli talked about top it's pulled back and the heated debate is another reason to get interested. >> never a good sign when the ceo says his ow
CNBC
Feb 13, 2013 12:00pm EST
probably helped out china as well. joe you wanted to jump in? >> david it sounds like maybe you're not as rosy in regards to your outlook. you're saying i would have been right in a pullback if not for central banks being so flush with liquidity. what about the housing recovery we're experiencing and corporate earnings that are incredibly strong and what about a corporate debt market that in terms of issuance investors can't get their hands on enough of it? >> well i would say that the high yield market's become fully priced. high yield tends to lead the stock market and you know beauty is in the eye of the beholder. you talk about strong corporate earnings but you're benchmarking what we're seeing against what the consensus was heading into the quarter. if you look at the overall pattern of year over year earnings growth it's been coming down. the pattern of year over year revenue growth is coming down. you talk about blockbuster earnings they're not blockbuster but beating beaten down consensus estimates. i think the second half of the year the year we get double digit earnings growth t
CNBC
Mar 20, 2012 12:00pm EDT
. china's slowdown fears, bhp billiton says iron ore demand is flattening out and they have lowered fuel prices as well. are the worries overdone? tiffany glittering, though, that there may be better values in the high-end retail trade. and housing and the fed. we are joined by goldman sachs with their outlook on the economy. >>> and apple overheating? ipads selling like hot cakes, but you may burn your fingers on the stock and the tablet. >>> and previewing oracle as traders take their positions ahead of earnings tonight. welcome to "the fast money halftime report." lots of trades today. china in focus after the government raised fuel prices. is that going to cause a slowdown? then the executive of bhp says iron ore demand flattening. how are you trading this news, pete najarian? >> i'm looking for a reason to start jumping back into some of these names, because i, frankly, agree with bob pisani and byron wheaton from the standpoint of this isn't anything new. we knew this was going to start flattening. ten years of 24% growth, it's just not something you expect to sustain. so, when you
CNBC
Feb 1, 2012 12:00pm EST
. even in europe we had expansion. now we have europe, china and asia all expanding. that's positive news for the economy. that's positive news for the stock market. >> speaking of pessimism, kor fat the scene, the numbers today seam to undercut your theory. china's going to have a hard landing, you could argue right now that argument is almost off the table altogether. the data out of europe doesn't seem to be all that bad of late either. then you could have this deal in greece. >> scott, i disagree entirely. when we look at these global pmis the prepond reerance of pm are still below 50. the private pmi still below 50. when you look at korea, taiwan, still below 50. korea last week reported its lowest exports in two years. right now the rage is decoupling, right? saying the u.s. can sail through a global storm that china isn't going to be impacted by its ability to export to europe. i think the markets really tell us otherwise. particularly the shanghai composite. if this data were so good out of china, we've seen the chinese market so far really limp into this new year. the year o
CNBC
Sep 27, 2012 12:00pm EDT
coming out of china, very weak. i don't expect any stimulus there until the new regime gets their putting. but they have a ten-year run, so they can take their time. so i'm more caution yurs in the market than i had been. while being positive. i'm short iron ore. i don't think you play those. i think you have to be more on the consumer stocks in the u.s. economy. >> stephanie. >> trade what we were talking about with steve. what do you think? >> well, i think there are pockets in the u.s., for sure, and you're looking at about 1.5%, 2% gdp growth modeling along. there are strengths like housing, like consumer, like auto sales, like retail sales. we've talked about it. i think those are the names that you buy on pullbacks. i think that includes housing and banks and financials. i think you're going to see continued global easing around the world. there's all kinds of easing today that china is going to do something in front of their holiday. i don't know when it comes, but it's coming. i think that's why you want to be slowly picking at some of the industrials. you're at almost cha
CNBC
Apr 9, 2013 12:00pm EDT
, you didn't have the central bank in the u.s. doing what they're doing. nor do you have china doing what they say they are. how do you account for that in your models? >> clearly the market is levitating because of aggressive actions, but i'm putting my fundamental hat on here. there are three influences on the market with a steady 2% growth and fairly stable, housing is back as a tailwind, and then we have had europe and china. of course, china slowed down last year because they had to tighten because they overstimulated in '09 and now they are rebounding again, but it's a shaky rebound based on shadow bank lending. europe, remove the till risk by saying the three magic words last summer, whatever it takes. the risk was that the country would be kicked out, but now we have a risk that the country may want to leave because nobody wants to see their citizens' wealth confiscated. these are tail risks that may be coming back that have been dormant the last six to nine months. so i worry about that. >> great to have you on the set. thank you for coming on. it sounds to me like you're sa
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
Jun 21, 2013 12:00pm EDT
. that's why i sold it. >> here is what's going on with the eem. china is a disaster. we've seen overnight lending rates spike at 13% yesterday. the government is perfectly content to let it just continue to atrophy there. it's not atrophying, it's imploding. we went up to 13%, big deal made about $8 billion u.s. going to the banking system. they put $130 billion in february into the system. it didn't help. so that's going to take down the whole eem. the u.s. with a little more in the correction will be the cheapest, safest market in the world, period. >> i like the idea of looking for an entry point on the eem. i think it's already been discounted so much that there is a good entry point but ford is a name mike santoli brought up very similar to bank of america. it's a company on track. it's a company expanding over in china. they've been doing a great job leading this company. i think you have a 10% pull back in ford. great opportunity to buy the dividends almost up to 3%. >> i want to fight this out a little bit. you're shaking your head, doc, on the notion that looking at a g
CNBC
Jul 12, 2012 12:00pm EDT
three trades that should be on your radar. plus, china releases the gdp report tonight. but we've got the trade today. we'll be right back. looking for a better place to put your cash? here's one you may not have thought of -- fidelity. now you don't have to go to a bank to get the things you want from a bank, like no-fee atms, all over the world. free checkwriting and mobile deposits. now depositing a check is as easy as taking a picture. free online bill payments. a highly acclaimed credit card with 2% cash back into your fidelity account. open a fidelity cash management account today and discover another reason serious investors are choosing fidelity. in here, every powerful collaboration is backed by an equally powerful and secure cloud. that cloud is in the network, so it can deliver all the power of the network itself. bringing people together to develop the best ideas -- and providing the apps and computing power to make new ideas real. it's the cloud from at&t. with new ways to work together, business works better. ♪ a passionate belief, and the foundation on which merrill l
CNBC
Oct 24, 2012 12:00pm EDT
that happened today is that china came out with some unexpectedly positive news in terms of their manufacturing. unlike a government release, this is a private release, and it showed that pmi is picking up, but yet this is the first day where we haven't seen a massive run-up, 3%, 4%, 5% in the material stocks after the economic data came out. so what that means is that now we're looking at the u.s. and the slowing earnings picture, which continues to slow, and europe, where the news was negative. >> yes. >> i'm not saying it's all about the market, slightly positive here. we've had a great year. i don't see people rushing in, they see morris tock the downside. as i said, slightly bullish but i'm not adding. >> morgan stanley suggested today that from here on in the data, the news flow from china is likely to get better and they should play it specifically as you mentioned through the material stocks. would you? would you buy now in anticipation of that? >> no, i wouldn't. i don't think the news is going to be that good and their spending if they give mormon tear stimulus which the
CNBC
Apr 23, 2013 12:00pm EDT
. the german economic numbers showing recession. china pulling back. that's not where it is. where it is now is people believe that dragee will come out and ease as opposed to to the balance heat h rinking and that will cure everything. it may. you have to go with it but be extremely careful about the sector you're in. i like financials. with spanish and italian yields coming down, spanish banks shorted, i think financials will continue. you've got to be in defensive stocks, not commodities or in the deep cyclicals this my view. >> anthony, we mentioned the great view on the hedge fund community, how the big money is thinking about the market. how do you feel? >> it's a liquidity driven bull market. >> but the events of last week don't change your outlook for the investing environment for the near term? >> they don't. the half full market climbing a wall of worry will continue to go on. the biggest issue the market will face is that loan growth in the united states and europe is not where you would like it to be at this point in a recovery. without loan growth in small businesses, medium
CNBC
Jun 14, 2012 12:00pm EDT
other day about growth? >> actually not. i was a little bit more relieved. china was slow. that's going to change i think over time with their rate policies. s japan was weak. expectations are low. >> everyone has heard me say it, i love this stock. that's the only reason i own this. >> mike murphy, how would you play the strong dollar? >> i think buying a name we're seeing a lot of fundamental, positive news on is target. the stronger dollar will trickle down. it's had a nice run. >> thank you very much. coming up on "the halftime report" a beaten down tech stock value plays or value traps? our traders make the call. looking for a better place to put your cash? here's one you may not have thought of -- fidelity. now you don't have to go to a bank to get the things you want from a bank, like no-fee atms, all over the world. free checkwriting and mobile deposits. now depositing a check is as easy as taking a picture. free online bill payments. a highly acclaimed credit card with 2% cash back into your fidelity account. open a fidelity cash management account today and discover anot
CNBC
Nov 18, 2014 12:00pm EST
, actually getting themselves positioned into the u.s., they already own china 80%. i this i that is where the growth is is and because of that right now i'd say baba. >> the reason i pick apple is baba already had 80% of the china market. i see a better growth for pp and better cash for apple. and the baba, has only been a company a couple of months. apple's favor. >> just because they have 80% of the market doesn't mean they can't penetrate that market more deeply and get people to spend more money. >> baba is going to be fine. so will apple. between now and the end of the year i want apple. the must have stock in all growth manager portfolios. they are going to keep buying it. the technicals look fantastic. and even with the run up it is only 13 multiple on next year earnings. and two, this stock sat out about half the bull market starting in 2012. so this huge move recently is really more of a catchup than anything else. so if i'm forced to choose, and i like both, i would go with apple. which i also think is going to be less volatile. >> wow. weiss? >> is as someone not prone to
CNBC
Oct 27, 2014 12:00pm EDT
demand. on the demand side and i think you to look at europe and i think you have to look at china, the economic data. >> the data has softened recently and that has exacerbated the problems that we're having in the united states where we are actually producing huge quantities at this point. it's this really bad combination. opec not cutting production. cutting price. there were rumors they might cut production. no word of that at all. i think the volatility is here to stay for a while in the market but i think back to mike's point, earnings really took center stage last week and we were able to rally because earnings are really good. they're running about 9.5%. and so i think you want to focus on those companies. when the stocks fall like ahere, for example,s, reported a good number, stock down 2% today. up 6% friday. down 2% today. you look at that, microsoft, google, i think you look at the companies that delivered on the earnings front and that's where you put your money into this volatility. >> you think qe ends this week, you guys? >> yeah. >> absolutely. >> and how is the ma
CNBC
Aug 3, 2012 12:00pm EDT
three, we've got to have trade that works for america. that means if people cheat like china has cheated, we don't let them keep doing that and we also open up new markets, so we can sell our products to new places. and in particular, i want to open up latin america. >> we've been listening to governor romney speak about today's jobs report and of course the president is making comments as well today. on the latest employment picture. let's listen to president obama make his comments now. >> well, it is great to see all of you. and i hope you guys are having a wonderful summer. i am joined here today by moms and dads, husbands and wives, middle class americans who work hard every single day to provide for their families. and like most americans, they work hard and they don't ask for much. they do expect, however, their hard work is going to pay off. they want to know that if they put in enough effort, if they are acting responsibly, then they can afford to pay the bills. that they can afford to own a home that they call their own. that they can afford to secure their retirement a
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
Oct 22, 2014 12:00pm EDT
. absent the big risk. china is not buying less oil they are just buying from new suppliers. >> you are looking at the charts. does the chart agree with what scott's saying. >> it certainly does not. sweef seen after the huge drop is a tight consolidation that is telling us get ready, something is going to happen. if it settles below 81.50 it's going to come out to the downside to. me it's more likely it breaks out in the same direction it came from. so i think it's slightly more likely it goes lower from here. >> here we're always weighing for something to happen. we'll be watching closely. in the meantime for more check out website. and of course the live show tomorrow at 1:00. >> thanks jackie. let's trade it here on the desk. >> in the energy space, that is the one area at the top of the show where do you see opportunity? i think when you loob at halliburton and they are big in the fracking and one of the biggest in the world. in the call, they not only had record numbers but also talked that even though oil is pulling back they are still seeing demand. i look at halliburton and als
CNBC
Aug 4, 2014 12:00pm EDT
chinese for china, and my daughter saw it and tells people that i write chinese books for a living. >> when josh reads to the children, he is into the crazy voices. he as a puppet he pulls out of the closet in the dark that he animates for the children. >> really going to do this? you said richard? >> yes. >> okay. richard is here. >> hi, i'm richard. >> he's the fun guy. the kids always mess around with him. >> we get the kids to behave by making me be the example of what happens if you don't behave. >> everything dad gets away with with richard. >> say i'm just not up for it today. >> yes, you are. >> richard has spoken. >> richard is just getting started. >> he's the one that the kids go to when they want the lollipop and the ice cream. >> there's a lot of people on wall street that they choose their job over their family. it's great that josh is not one of those people. >> it's so touching to yous with your family, but even more hilarious to see you with richard the puppet. >> part of my family. i want to say one thing. so you've done a handful of puppet shows mostly to help th
CNBC
Dec 18, 2013 12:00pm EST
investors are keeping an eye on any news regarding an agreement between apple and china mobile. they say the talks are still ongoing. remember, china mobile is, scott, the world's biggest phone company. back over to you. >> etch though, do-- thank you much, dom. >>> let's bring in a tiger cub, having cut his teeth working for julian rockets, tiger management. glen, welcome back. good to have you on. >> good to talk to you, scott. >> the last time you were on, you said you were totally out of apple. is that still where the position stands right now? >> well, we did get back into the stock. you know, i think in the last conversation we talked about them having great products and we're looking for companies with great products. queer quite excited about the acquisition of prime sense, which puts them into the video game business, and recently, we've been talking to the leading video game talents around the world and they're focusing very hecavily on the is platform, and they're trying to make the greatest tablet game ever, and they're focused on the apple platform, and that's very exciting.
CNBC
Sep 22, 2014 12:00pm EDT
. >> you talk about where sentiment was last week and look at today. existing home sales, weak. china data, soft. emerging markets, almost across the board weak. >> you know what's interesting, i was with the ceo of a company on friday morning and he's one of the most important players in the housing business in terms of mortgages, buying and originating them, and he doesn't buy into the fact that we've got more to go into housing. he thinks it's weak with the exception of selective areas, the affordability of homes is actually horrendous if you don't have the income to just fy it because we've gone from asset based lending to income based lending. a lot of people will be shut out for the foreseeable future. but i would just address one thing in terms of a hedge, i would rather be short softbank as a hedge to alibaba because it's a bigger company. you still have the chance that yahoo! can get taken out or marisa mayor maybe -- >> i don't disagree. i think this is short term. the options start next monday on the 29th. until ha time i think this is the hedge people are using. >> one mor
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
Aug 7, 2014 12:00pm EDT
. >> oh, good. >> i always do. >> oh, good. >> ah! >> he seemed nice. >> the negotiators move into china, and whether it's good news for investors here in the u.s. we'll debated it, and you can choose the winner. >>> later, our trade-off series hits mike murphy, revealing his secret to success both on and off the desk. >>> we'll be right back. 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. thank ythank you for defendiyour sacrifice. and thank you for your bravery. thank you colonel. thank you daddy. military families are uniquely thankful for many things, the legacy of usaa auto insurance can be one of them. if you're a current or former military member or their family, get an auto insurance quote and see why 92% of our members plan to stay for life. [ girl ] my m
CNBC
Oct 9, 2012 12:00pm EDT
and is in china checking out the supply chain and joins us live on the fast line. welcome. >> hi, scott. >> are there real reasons for concern? you have boots on the ground over there. >> absolutely not. i look at this pullback as a gift ahead of the holidays. we had a big pullback last october, came on cnbc at $400. we said buy this stock. people thought we were crazy. it went to 700 in a year. i look at the stock today trading at ten times x cash and they just put out the biggest launch in their history, up 100% year-over-year in preorders, and it is a home run. they're sold out around the world. >> so you say it is nothing to worry about. i am reading your note. october 9, 2012, the supply chain continues to struggle with yields and this is especially true for the iphone 5, you say, as such we estimate that the iphone 5 could be 32 million to 40 million in the december quarter, rather than the 40 to 50 million that many had believed was possible ahead of the debut. that says problem to me. why do you say no problem now? >> so there are supply constraints. they're not going to
CNBC
Feb 28, 2013 12:00pm EST
like china. we like brazil and mexico. >> the financials have to carry us there. we think the value clkol latera is going up. we like a stock like jpmorgan that added stocks for nothing and they have blueprints and they have poised to do a. >> steve, thanks very much for coming on. >>> we will talk about the names and trades in our top three trades. shares of jcpenney. turning things around, if anything, our halftime report is on the way. with fidelity's new options platform, we've completely integrated every step of the process, making it easier to try filters and strategies... to get a list of equity options... evaluate them with our p&l calculator... and execute faster with our more intuitive trade ticket. i'm greg stevens and i helped create fidelity's options platform. it's one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. >>> time now for our top three trades, monster beverage missing on fourth quarter earnings and revenue announcing a 6% year over year increase in global sales. joe, there's the chart. 6%. >>
CNBC
Jul 8, 2013 12:00pm EDT
boost the sales over in china as well as emerging markets and wireless licensing, the patents, this is intellectual property they registered and that makes them a billion and a half a quarter. you look at who is buying. >> 3g iphones and so forth and even samsung products and if you want -- >> only a minute and a half in the debate. stephanie wants to talk. >> he is reading from a tele prompter. >> i don't have a tele prompter. >> the thing that bothers me the most is the revenue royalty growth rates and those are come being down. 19% this year going to 9% by 2015. smartphone royalties are going 98% growth to 6 to 8% by 2015. they are losing market share in semiconductors. they have tough comparisons for the next two quarters and 15 times earnings when you see revenuing decelerate, that to me is a rich price to pay. >> incompetent on this dip which is mainly based on that intel guidance and the city today, i think you take your advantage of that and buy it on the dip. >> i think the dip is also because apple is cutting production. htc is cutting production. samsung was crummy last week
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