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CNBC
Apr 5, 2016 12:00pm EDT
don't know, some kids in a basement? you watch too many movies. who? a small business in china. a business? they work nine to five. they take lunch hours. like a job? like a job. we tracked them. how did we do that? we have some new guys defending our network. new guys? well, they're not that new. they've been defending things for a long time. [ digital typewriting ] it's not just security. it's defense. bae systems. billions are spent to confuse and, dare i say it, flummox the american public. "save 16% on car insurance." "switch now..." well at compare.com, we say enough's enough. so we constantly scrutinize millions of rates... answering the question once and for all, who has the lowest. just go to compare.com and get up to 50 free quotes. choose the lowest, and hit purchase. so you can get back to whatever it is you civilians do when you're not thinking about car insurance. compare.com >>> all right. there's a live shot of the white house, where momentarily we do expect president obama to deliver those remarks on the economy. but most certainly, on these new regulations and ru
CNBC
May 1, 2013 12:00pm EDT
china information come out and what it looks like in china, that is something that is definitely putting a lot of commodities under pressure. in terms of oil prices, add that to the fact of oil supplies here in the country, it's unexpected, particularly the gains of supplies in the last week nearly five times what analysts expected, it's pressuring oil prices and putting that wti price below the 50-day moving average which is another signal for crude. the only bright spot in the energy complex is natural gas. natural gas is bucking the trend here and it did so the entire month of april. up 8% during that period of time. we have inventories coming out for natural gas. tomorrow, the storage levels are going to show an increase less than expected and also the fact that we are expecting to see colder temperatures coming across some of the country. that is another reason why natural gas is supported today. back to you. >> sharon, thank you so much. you think this move that we've seen in energy of late is dead cap bounce? >> yeah. i think in all of the commodities, not just in oil and
CNBC
Jun 9, 2014 12:00pm EDT
economy is getting better. and now you have just a very easy policy overseas in europe, you have china stimulating, japan continuing to do their thing. so the right groups are acting the way they should. and i don't know if you'll have this massive correction. e i think you'll tip continue to rotate. >> and i think also as you you march towards the end of the quarter, we're at the halfway point for the year, you're going to get a little bit of a chase in performance. we will be talking about earnings, but exactly what you're seeing in terms of the rotation, we get a little bit of a lift in yields, that's not good for emerging market assets. >> but if we get a lift in yields, that means the economy is doing better and earnings and top line will be better. so multiples at 16 or 17 times are not egregious. >> but i think that takes you back to the u.s.. seems the focus has gone away. >> i'm with pete. i think the biggest threat is the melt up. f. the grind is preferable. so far it hasn't happened yet thankfully. but i do degree if there is something to be worried about, it is in the overa
CNBC
Mar 12, 2012 12:00pm EDT
china. why the opportunity makes samsung a better buy than apple. welcome to "fast money" halftime report. lots of trade today. let's do it with vix plunging to the lowest level since july. what's it signaling here? >> you brought it up at the very top. talked about ranges we've seen. on top of that contraction we've had a steady plotting move to the upside. s&p 500 continues to push above 1350 area toward 1370. seems to be a consistent pattern that we see and watching that volatility index continue to be the leadership. we talked about it on many occasions and even sell-off days where volatility pops but that pop only lasts a couple sessions. we were talking last week. we've had three days since january 19th where we actually stayed above 20 three times. we've never done that in succession. it does tell you something about the markets right now and there is a level of comfort at least that people are reflecting right now on the vix. >> what is the average investor who is sitting at home looking at the vix listening to you explain it supposed to take from that in terms of what thei
CNBC
Sep 29, 2015 12:00pm EDT
is probably still a little bit more long than he is short. we spoke about china too with icahn saying china can take care of itself, but that things could be worse before they get better there. lastly, we spoke about another asset he is taking stock in, donald trump. icahn telling me trump has resonated with the middle class, he is the outsider washington needs, and that mr. trump in icahn's words, has a chance to win, though he did laughingly dismitts the notion that he is ready to be his treasury secretary should he win the white house. there's a lot to go off here. people have wondered if icahn is so bearish on the market, what's he doing in freeport? with relatively big stakes. he gives us a little more clarity on what he sees there, among other things. what's your take? >> well, my take is that awful the things that mr. irahn raised, but i think he does a good job of pointing out a couple of key concepts spshg the area i found most interesting was the buy-back area because, as an active shareholder, that's been a big part of his playbook over the last few years. buybacks are what
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
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
Nov 20, 2015 12:00pm EST
down and the guy is knocking it off in china. it's just the camera. i got a couple of them on my phones that are just as good, and so i don't know. that's the question. i don't want to glaze over intel. mr. o'leary likes the call. >> same reasons that kevin likes microsoft really, and that is because intel is all about the cloud. they talked a little bit about yesterday on the call about pc's, but they said, hey, if pc's go down by another 10%, sales, that is, this is still going to be a great play. >> one of the things we're cautious about, i know that we've talked a little bit about beforehand was valuations in the sector, and we were looking to make sure that you're assigning the right multiple for the growth that you are getting off of these different industries. people have gotten very enthusiastic about social media. i would say that's a place where we've seen a number of crowded trades bla out. sometimes well. sometimes less well. we need to see that the social media and new tech can follow through on the growth promise that is are embedded in multiples. >> coming up, nimble stor
CNBC
Jul 27, 2015 12:00pm EDT
about china's market meltdown and earnings here at home unsettling investors. josh, is that really what's at play and what has more weight on the psyche of investors, or china? >> i think the china thing is really weighing on the psyche of investors but it's important to keep in mind what's happening in china is really happening against the backdrop of a weakening picture for the market and the reason why that's important to people outside of just a handful of technical analysts is that people actually own stocks and when they look at their portfolio every week, they see less and less of them green, more and more of them red. you see this in decline, highs minus lows, up volume versus down volumes, the percentage of stocks above their 200-day moving average. that number continues to plummet each week. people feel less and less good about the advance. and now you have this eight-month consolidation period where stocks essentially have gone nowhere but people on the inside of their portfolio have less and less to smile about. so the china thing is important, but when you look at the
CNBC
Aug 13, 2013 12:00pm EDT
up and this is in the context of the s&p up only 0.3%. pom a people are playing the china news. i also agree though that the financials, they have lagged, and they are beneficiaries of a steeper yield curve. you want to pick your spots there. i this thi-- think the ease my has been made in those sectors. the other sectors that have caught up, they're still attractive in terms of values. >> you agree, steve, with josh brown, that maybe this is the start of the correction that so many people have been talking about and waiting for? >> correction is too strong a word. i think we're in the summer malaise. when have you walked in, seen europe up the way it's up today, seen japan up, abe talking about cutting corporate tax and have the u.s. market be flat, really flat, not down much. >> you look up tomorrow japan could be down 3%. >> it could be, exactly right. my point is this market is just tired, it's tired, it's taking a much-needed pause after earnings. people are unsure if actually we're going to get a tightening. say we do or cut back on the bond buying, but we are. and that mean
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
Apr 28, 2014 12:00pm EDT
that will get to 50%. china and japan are only a small percent of sales and he showed a promising product line in february. i think as he access rises more, as they get into footwear more, i think you will have more chance of better store traffic. valuations, stocks down 10% to date. they have about a billion dollars of cash flow estimated, the% cash flow yield and i think it's attractive, especially under 50. >> i think the problem is the north american decline you've seen right now. there's not enough exposure in the emerging markets in china to make up for it. they need that right now in the here and now. you're seeing a shift in north america away from the retail stores, going to close another 20 to 25 this year and more towards factory stores and selling lower ticket merchandise and leaves the margin depression. and the new product line coming out in the fall. goldman sachs said they did a great job, lindsey trucker, utilizing social media and instagram and saying how kate spade and kors was getting all the likes and not seeing that with kors and we missed kate spade from las
CNBC
Jan 23, 2017 12:00pm EST
. you're seeing brazil look great, china looking better. russia looking great. and eem to spy ratio chart is now back to where it was on november 10th. >> maybe there's other places -- maybe people think because of the rally we have had is somewhat tapped out. >> see, trillions of dollars. >> however, i spoke with john paulson, hed hedge fund manager, part of the president's economic advisory council. i spoke to him at length friday evening who told me he increased his long exposure to stocks on the election result and said the following, that an administration that supports growth supports everyone, american companies will retain more of their after-tax income with the president's policies, a huge boost to earningses per share and s&p. paulson's words. companies will have more to invest and better return on that investment. it can be a positive self-fulfilling profess that lower taxes, less regulation, less lawsuits and deals that support u.s. manufacturers is all very positive. >> very smart guide. he made his money in the housing trade. not performed as well as it could have. he
CNBC
Feb 4, 2015 12:00pm EST
can't do anything about it. there are political things in china their biggest market where all their growth is supposed to come from that have tamped down on gaming. i don't see an end in sight and the chart is√Ātelling you 140 bt if it loses that level it's toast. i don't want to be in the name. i would much rather do something else. >> are you in casino stocks? >> not right now no but i am tempted. with wynn on this dip it's going back towards -- >> take a cold shower. i'm telling you. the stock is/hu' putting multi bottoms at 140 but the more it tested one of the days it's going through no support beneath. i don't like this trade. >> coming up, you heard of snake on a plane. what about bears on a train? it happened in london and we'll explain why in today's worst trade. but first, paul meeks? paul meeks pushing through the volatility to give us four growth stocks he likes right now and that and much more when we come back. do you like to travel? i'm all about "free" travel, babe. that's what i do. [ female announcer ] fortunately, there's an easier way, with creditcards.com. com
CNBC
Dec 7, 2016 12:00pm EST
stores globally by 2021. 5,000 in china. they've got this high-end coffee things they're doing. it's $10 reserve coffee. >> next thing there will be a tweet about high coffee prices, and starbucks will go down. >> you joke, but who knows? >> tomorrow will be another tweet. who is on the hot seat tomorrow? we'll see. >> we talk about it all the time. prices of coffee go up -- >> jimmy is finally coming around. i tried to tell him on monday. i tried to -- >> salt and vinegar for sure today. you got it going on. >> i like starbucks. >> the reserve thing is very, very interesting, and that's what schultz will be heading up. we're going to be talking about tear going to be using all kinds of fancy ways of actually searching the coffee. the costs are going to be extre extreme. you just wonder who is really the buyer of this? it's like going to a -- you got coffee by the flights on the very, very expensive coffee. it's interesting. i'll tell you what, it will be interesting to see, does this have any -- >> i go $5 on a good -- >> this is ten. >> crafted thing. >> this is $10. >> $10. >> the bes
CNBC
Jun 3, 2016 12:00pm EDT
they could see less losses. europe they could grow and stay profitable. china they're making inroads. there are certain things for general motors i think where the valuation is so low and the expectations are so low and you get a nice yield while you wait, i would not own gm or tesla, i'd own the auto parts companies because that's where you get the leverage. >> greater return in five years. being an investor in general motors or ford or tesla? >> i think you could make money in general motors, ford or tesla in five years, the thing is for which company do more things have to go right? and that's what -- when you value investors talk about margin of error, you don't have one in tesla. everything has to go perfectly just to justify this name having a 200-plus stock price. with gm and ford, everything does not have to go perfectly. you're being paid a nice yield to wait for things to go right. >> everything almost has gone perfectly and the stocks haven't -- >> i'm not in any of these and i'd rather be in aerospace, frankly. companies involved in growth areas. autos are not going to be
CNBC
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
Aug 22, 2016 12:00pm EDT
of america upgrading. impel as well as mgm china. d dr. j? >> answered time and time against about steve wynn. he is a winner. he is vegas. compare him to sheldon adelson. adelson is a great operator, but the places don't draw like steve wynn's places. >> you're lon wynn? >> i would be buying wynn. waiting for are a pullback. >> pull back to the 50 day. seems to have found support. maybe that's the area it bounces back. >> leave it there. thank you. >>> our pit boss, sees unusual activity. let pete try and help save you money. plus under armour, and much more. athleisure. a big holiday is coming up. dd spao,resident of tth face, we are working on the prototype match custome to gear. watson, let's give it try. sait'mid-june and i'm backpacking yosemite. of our 353 jackets, i can recommend nine. watson, what if it rains? there is just a 3% chance of rain, so i recommend the brableetch fleece fe form dolomiti jket. a perfect choice watson. no wonder our customoyalty numbers keep climbing. i lieve we can do even better. i like the way you think >>> welcome back to "halftime report." pe
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
Oct 6, 2017 12:00pm EDT
like that no there are a handful and you see people chasing them. >> the china story alone are lithium. >> bananas. >> it's truly enormous they will go from 400,000 to electric cars to 2 million in the next two to three years. >> i get it. but at what point is that in the stock? >> if this thing what is a 50 times earnings, 28, certainly growing above the market so i think there is as story here and it's a secular one so i think you have to appreciate that. >> so we brought this story on the air at like 100 bucks so i'm talking about the stock. not a lot of people have heard of it. it's 110 it's 120 each time we bring it up, more and more people hear the story and now it's 140 should you be like oh, i have to own lithium and this is the only way to play it probably not, but it's a name that will be on people's radar by the way, when a stock gets downgraded and it barely does anything to the downside, typically a good sign so take a look at this thing watch the candle and let's see how it closes and what the price action looks like. probably it shrugs the downgrade off. >> and if you're
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
Apr 7, 2016 12:00pm EDT
in that geographic region. why are you suspicious about that being positive for apple. >> china is important and u.s. is certainly important. it used to be a third of sales. it's a little less than a quarter of iphone sales. and where people have a lot of money to buy phones apple is trying to sell. that's going to be an additional head wind. that may be offset by the fact that with the new phone there's going to be this massive adoption and we'll have to see if that's another input to look at as far as returning them to growth and that will be an opportunity to take a look at our estimates and say se is huge and that's why we can take our numbers up and be even more confident about the stock. >> we'll talk to you soon. thanks for spending time with us today. >> thanks, scott. >> that stock under pressure this hour. >> well, as you know i bought it just around $100 a share. still like it here. still holding it here. still writing aggressively calls against it. there's not a catalyst until we get a little more so he took the price target down judge but as he said and you said he did
CNBC
Apr 21, 2014 12:00pm EDT
gold. >> propelling tesla's model saying he expects to make cars in china in three or four years. your take. >> off 20% since feb. although it found a bounce at the 100 day moving average, every bounce has been sold. this stock needs to prove it could sit flat for a while before i get excited on long side. jpmorgan made the comment over the weekend frankly general motors is a better buy today than tesla even though they like both companies. i'd be inclined to agree with that. >> 1.2 million cars sold this year. >> looking at trans-canada, down this day and this month. >> talking about the keystone the near term median earnings. without the pushout you don't have a lot of visibility. it yields 3.5%. if it gets to 4% that's where you want to buy it. they have other projects but this is negative in the short term. >>> trader blitz is over. your next guest says the big opportunity is energy. global core equity team helps manage more than $21 billion. speaking of green on the screen, i look at all energy and gas names i have on the board, almost all are up fairly significantly in apri
CNBC
Jul 26, 2017 12:00pm EDT
this is new. yesterday, the imf increased the forecast for growth in china and if it were just the dollar, gold would be along for the ride but it's not as far as crude oil is concerned, my favorite momentum index, strength index says it's not yet overbought >> we're getting close to $49 is everybody going to cross 50 >> i don't think we'll cross 50. if you look at the six-month chart, there's a trend channel and it's behaved beautifully within the move from 42 to 49 was expected by me at least and the point now is that just because we're at the top of the trend, that doesn't mean that it respects that level. the fundamental story seems compelling if it goes above 50, i believe that's something to forget about. you miss the first 10% of the move and try to short it. >> looking at that chart, if it crosses 50, that's pretty significant. guys, thank you. >>> meantime, for more futures, check out the live show at 1:00 p.m. eastern time at futuresnow.cnbc.com. >>> final trade is coming up ne xt this is where i trade andrs. manage my portfolio. since i added futures, i have access to th
CNBC
Oct 29, 2015 12:00pm EDT
. and, finally, europe's largest chipmaker st micro blaming china for a weaker than expected quarterly results. bear in mind, when all is said and done with the widespread expectation that exactly five weeks from today the ecb will double down on qe. it's worth pointing out that the broad stock index at 600 is still up, scott, over 7% in just the last month. back to you. >> all right. simon hobbs, thank you so much. >>> coming up, it would be the biggest take-over of the year. how should you trade a possible pfizer-allergan deal? >>> baidu, starbucks, and many more on the plate. we'll have your trades coming up. opportunities aren't always obvious. sometimes they just drop in. cme group can help you navigate risks and capture opportunities. we enable you to reach global markets and drive forward with broader possibilities. cme group: how the world advances. ...of fixodent plus adhesives. they help your denture hold strong more like natural teeth. and you can eat even tough food. fixodent. strong more like natural teeth. fixodent and forget it. >> nancy pelosi presenting him with the ga
CNBC
Mar 27, 2012 12:00pm EDT
what's happening in china. >> i'll take that one. that's one i do own for some clients. the whole story is china, kfc in china, chicken is a big deal. that growth will continue for foreseeable future frankly. >> starbucks, pete? >> i'll take it. i love it. i long this name. it continues to go to the upside. they've shown us growth. the fact they're getting into the energy market as well. they cant to expand and continue to find ways to make money as a company. clearly until we start to see gasoline prices really affect the consumer i think starbucks can continue to perform. >> and, pete, let me add to that. with starbucks and their input prices are coming down. that's also going to be a tail wind for them. >> let me take chipolte and give to right to cortes. that's a stock that's really move. you're trading it a times. steve, why wouldn't you short that, or maybe you are? >> chipolte is not what i watch. sink answer there. i don't pay attention to it. >> let's take home depot, the stock has moved allot with the home builders. who thinks it's going to go higher from here? somebody jump i
CNBC
Sep 10, 2013 12:00pm EDT
. finally, is apple signing up more carriers, specifically china mobile and dokimo. the reason we raised our estimate is we think china mobile will come on and could add $3 in earnings. >> steve, it's joe. this time last year, it was supply disruptions that cost me, specifically, and other people a significant amount of money. will we hear that again this time around? >> hopefully, not. there are still questions around, for example, the fingerprint authentication over the sensor, whether that's being built in significant numbers, if there's some problems. there are still supply-chain questions. as apple gets bigger, they need to ramp up even faster. i doubt they'll say a lot about that today. i expect that the phone will be available within a couple of weeks. but that is something to watch. >> you think we're going to get the china mobile phone overnight into tomorrow? >> yeah. it's not clear, if it does happen, if they might announce it now, or perhaps wait until the actual china event, which is 10:00 a.m. china time tomorrow morning. they're also doing something in japan. so we think t
CNBC
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
Apr 29, 2016 12:00pm EDT
china is about to crash, and i'm not saying it is not ever going to have in our lifetime, but it is the other way, and doing massive stimulus again. and when you think of the dollar reversing course, and maybing the emerging markets more palatable, and quite frankly helping the future earnings projections for the u.s. companies for the time being, those are fundamental shifts, and you may not like what got us there. >> and actually, janet yellin is responsible for the shifts. >> and now, the tech -- >> but still fundamental changes. >> but they are not, because you have the policy issues in china actually getting worse, because they are putting off the inevitable, and so you have traded the short term gains in stimulus. >> and i am not believing that. >> and this is one thing that is clear -- >> and forget the central banks and all of that, because you need the fiscal stimulus. >> and now, the hedge fund, and not one that i am invested in that does not have a 30-day know fis for the selling or the liquidating, and most have 60, and 90 like gates, and ackman, a year and a half, and v
CNBC
Jan 30, 2012 12:00pm EST
, it's apple, as dr. j alluded to. china seeing potential iphone sales of 40 million units for 2012 in china, and dr. j, you're seeing some unusual activity there. >> yeah, just in the first hour and a half today, judge, trade ld 100,000 calls. that's after earnings. so that's pretty surprising to see that kind of impetus to the up side, in other words, a lot of funds listening to what morgan stanley said in their buying upside calls, and individual investors doing the same thing, because the reason these options exchangers, like the one behind me, the reason they're rocking is that individual investors can't really buy a $400 stock, or at least can't buy many shares of it, but virtually everyone can buy 5, 10, 15 option contracts, and if they spread them, they can put a miniscule amount of money to chase these hot names. >> pete, not to get too crazy -- >> i went into the options on apple. >> you did. >> yeah, i've had the stock for a while. the paper told me very early it was trading near -- i think it was 444 or something like that. next thing you know, it traded at 448, the opti
CNBC
Sep 12, 2017 12:00pm EDT
stock was up 5% yesterday on the story that china might stop -- >> combustion activity by 2030. >> by 2030, right. chip also said it will be rebalancing its economy for the last seven years. >> also will cut steel production. >> and here's the interesting point. china on the margin, ask any oil trader, has been the driver for global petroleum demand. gasoline is 50% of petroleum refined product. diesel is another 15%, so two-thirds of all petroleum goes to cars basically or trucks. if the biggest driver of that is ending, why wasn't oil down 2%, 3% yesterday, right? >> but so you get my point in that the market looks at this company. there was some disturbing data this morning out from the national highway traffic safety board on a recent crash, and -- and the company and the board said well, there was no data collected so they couldn't really analyze it. >> do you think -- >> tesla, one of the things i read, said that the autopilot did contribute to the death. >> yeah, but my point being that the bulls will tell you this is a software data collection company, not a car company
CNBC
Apr 30, 2012 12:00pm EDT
commodities. we're going to continue this conversation. i want to get your take on china and i want to get your take on the rest of the world, given you have the front row seat, leadership spot in so many of these commodities in addition to oil. and of course, oil has so many implications. but for now, i'll send it back to the studio. eike, great to have you here. eike batista. and more "closing bell" as we continue our conversation with mr. batista. >> i'll join you for the 3:00 and look forward to your many conversations there. >>> let's bring in tim seymour on the fast line to dig deeper into the brazil trade. timmy, i hope you were listening to that conversation. >> absolutely. >> mr. batista's obviously investing billions in brazil. he sized up the landscape of the economy there. what would you say about investing right now in that market for someone who doesn't quite have as much money as mr. batista does? >> yes, eike batista definitely could be the world's most interesting man, actually, and he's done a fantastic job in infrastructure and resources. but the brazil trade has been ac
CNBC
Oct 29, 2012 12:00pm EDT
opportunities. india, china, brazil, ishares, small-caps, large-caps, ishares. industrials. low cost. every dollar counts. ishares. income. dividends. bonds. i like bonds. ishares. commodities. diversification. choices. my own ideas. ishares. i want to use the same stuff the big guys use. ishares. 9 out of 10 large, professional investors choose ishares for their etfs. introducing the ishares core, etfs for the heart of your portfolio. tax efficient and low cost building blocks to help you keep more of what you earn. call your advisor. visit ishares.com. ishares. yeah, ishares. ishares by blackrock. call 1-800-ishares for a prospectus which includes investment objectives, risks, charges and expenses. read and consider it carefully before investing. >>> welcome back to our special and continuing coverage of hurricane sandy. as you know, the stock exchanges, new york stock exchange, nasdaq are closed today. we are, of course, still in the middle of earnings seasons. many companies postponed earnings report. we're seei ining anadarko earni popped a bit early. 84 cents versus 76 cents adjusted.
CNBC
May 5, 2014 12:00pm EDT
counter this increase with monetary easing. china is faced with falling producer ppi crisis and our current issue with japan. with that broad backdrop in temps of global accommodation is a positive. when you look at our market in the u.s., look at the long bull markets, five years plus in the last 30 years, three of them, this is the fourth, we have a lot of similar characteristics in terms of relatively steel curves and skepticism. the international situation could do some. we can do fine here. it's not a raging bull, more of slow bull where the market can approximate earnings growth plus dividend. >> investors raised the flag to a potential bubble in certain aspects of the stock market. what are your thoughts on that? is there a bubble in pars of the nasdaq specifically? >> we think the bubble is on the fixed income side and bond side. as far as the nasdaq i like these rolling valuation corrections we had in certain areas like biotech and social media. the bond side is a different animal. as long term top down investments we think the overwhelming theme the next 10 years is how th
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
May 16, 2017 12:00pm EDT
, there is an emerging g trade. when you look at this silk road infrastructure plan that china is rolling out, a trillion dollars in infrastructure connecting africa and other partd par parts of the world and spending more, the trump trade might be being replaced in which the caterpillars and deeres are the ultimate beneficiaries of this, so while we may not be doing a trillion in infrastructure, china is is. so we can conflate these issues easily, now, this trump trade is beginning to roll over. i'll agree with stephanie, it has rolled over and for the period of time prior to china making its infrastructure announcement, those stocks that would have benefitted most in the last several weeks from the trump agenda have stalled out and have rolled over, so there is some uncertainty about whether or not any of this will be enacted this year with two budget reconciliation bills possible. one has passed, so we have one left. there was a thought among market participants that this would happen with great speed. that's what was discounted with the market. that is no longer the case, but china on
CNBC
Oct 28, 2014 12:00pm EDT
are sending more model s to china, europe, north america outside of the united states. that means canada, mexico. and as a result there are fewer vehicles available to be sent to those who have ordered here in the united states. as a result registrations are down. the bottom line is this. people saw this news yesterday from wards and they said well, what is going on here? is the model s completely going? falling apart? are sales dropping off considerably? no. that is not what's happening here. there are fewer model s vehicles available to be shipped and as a result fewer are being registered here in the united states year to date. so that is what's happening. and i think elon musk as any ceo does when they look at data says wait second that is not accurate. he goes to social media and says here are the numbers we have. he is saying september. we don't know those september numbers yet because they haven't reported full third quarter numbers. >> thanks phil. we have another ceo coming up whose not afraid to go to social media when he had a thought. let's trade tesla though. >> tesla
CNBC
May 27, 2014 12:00pm EDT
be more aggressive. the bank of japan will be more aggressive. the bank of china is certainly being easier in terms of policy. so financial conditions are extraordinarily easy. then the last point i would make that i don't think people factor in enough. look at treasuries relative to where german and jbzs are, investing globally, treasuries are not a bad deal at these yields. >> what's your target for the ten year over the next six months? >> i agree with the comments earlier. growth will accelerate. big numbers in the coming weeks. trend up. ten year approach 33 in a quarter, the fed even as they start to move conditions and start snugging conditions, we're still going to be in a fairly low rate phenomena for a while. >> so we have this tournament on the desk that goes throughout the year where our traders make their plays and we find out how they do, et says set ra. joe sits on the desk with me here. he's been buying corporates. there are some who look at what's taking place in the bond world and say, high yield is in a bubble. engage joe on where you think that is and i'll get jo
CNBC
Apr 15, 2014 12:00pm EDT
something about this the situation in ukraine. we'll get the china gdp. that will look lousy. there are a lot of obstacles in the market and we're treating it complacent. >> pete, you're been one of the more bullish guys on the desk. is that starting to waiver? and if not, why? how can't it? >> well, the names we've talked about continue to outperform and the names that are under the pressure are the same names we bring up every single day that are dragging down these markets. i think there was great examples. we had a two-day rally we're coming off of. up 15 yesterday. earlier in the session up 12 points. volatility index did not drop, scott. it still hung around 1,575, which is extreme, unless there is nervousness about the stock moving around, the market moving around that much more. look at the eem, that cracked early, as well. volatility index, as i mentioned. there's a lot of cracks that are starting to show up, but you're there with certain support levels, and caterpillar holding up, ibm, hewlett-packard, intel. the names we've been talking about, they've been holding in ther
CNBC
Jan 7, 2013 12:00pm EST
that this helps europe, this helps china and that means that we can continue on this run. so, yes, i'm still bullish as far as where we can go because of what they did last week. >> well, it has been a heck of a run. but our next guest says it won't last. he's ron sloan, senior portfolio manager at investco. good to have you on the show. >> morning. >> why isn't it going to last? >> well, i just think that we have to recalibrate everything. we've had this wonderful move on valuation, but it really hasn't been accompanied, especially in the last year by earnings. and so how are we going to get earnings to grow? it's going to be hard for them to grow organically. we need a lot of top line growth. we're going to be sloshing around for a while. we have to kind of reset everybody's expectations. through m&a organic, that's going to be tough. >> isn't the global landscape looking better? u.s. economy seems to be getting better? europe isn't as bad as it seemingly was? the story is not all that bad. >> no, i agree. i think china is a different issue. yours probably isn't as bad as everyone ha
CNBC
May 10, 2016 12:00pm EDT
them. mining is a problem and china is a problem and the reason why it trades where it does is because you have these issues so i think they have done enough of restructuring and like the margin story as well so i'll stick with it. >> programming note tomorrow on "the halftime report," the man behind the $100 million short on dish networks is speaking exclusively to us. sahm adrangi is explaining why he's making that bet against dish, an exclusive bull/bear debate. looking forward to that tomorrow, a story people have started to talk about in the last few days. around the horn, markets doing pretty well. biggest gain in a couple of months, pete. how do you see it? >> two things that really stand out for me. obviously oil. talked about the beginning and also the fact we're seeing some participation from the financials. if you keep an eye on the xle, watch the 50 and 200-day moving average. that continues to hold and something to keep an eye on going forward. >> dow is up nearly 200 and there's the xle. got a basketweave glimpse. oil is doing nicely. just shy of 40 hadn't 45. >>
CNBC
Jan 16, 2014 12:00pm EST
with nu skin. china is investigating the company's business practices. the company says it's an inquiry, not an investigation. the stock up 113% over the last year. again, nu skin in focus. dragging down other multi-level marketers as well. think herba life also moving lower on that bit of news. on the flip side, tyson foods, this after reports that reuters is saying that the company was considering buying michael foods for around $2 billion plus. the deal would combine two of the world's biggest chicken processors with a large distributor of an egg factory product. the stock is up 73% over the past year. and finally, there's generac after the maker of home generators downgraded from perform to out perform. the stock is up 43% over the past 12 months. >> dom, thanks. we can trade generac snrks. >> i have one. i put in in this year. disaster stock. if you think there's going to be a disaster, cold winter, snowstorm, it's going to spike. it is over valued. i would wait for a better entry point. >> buying a snack food company based on unusual options activity he spotted. what is it
CNBC
Oct 31, 2017 12:00pm EDT
half days, and we'll get back very quickly we're meeting in china, in south korea, in japan, and we're going to vietnam and going to the philippines which is a strategically important location where the previous administration was not exactly welcome, as you probably remember the democrats will say our tax bill is for the rich, but they know it's not, and what they will do is -- they don't even know the tax bill. the tax bill hasn't even been really put out yet it will be over the next short period of time, but they immediately say, oh, it's for the rich it's for the rich, because that's the right thing to say, i mean, for them, but it doesn't work, and they know that in fact, i think we'll have some democrats joining us in voting for this for the reduces taxes because it's a tax bill for middle class it's a tax bill for jobs it's going to bring a lot of companies in, and it's a tax bill for business which is going to create the jobs we're bringing it down from 35 down to 20 while i'm in asia members of my cabinet will be traveling all around the country talking directly to taxpa
CNBC
May 12, 2014 12:00pm EDT
around the world we have seen. what is also interesting, comments over the weekend president of china talking about the new normal for china actually being a slower growth environment yet the market everyone was so concerned about bringing down the global equity has done actually nothing. the fact we're rallying today proves the point the market investors seem to be comfortable with what's happening around the world. i feel like we will test 1900. it will hit some resistance there initially and back off of that and surge one more time as we go through. >> we cannot have this situation sustain itself that long, can we, where the small caps fall apart and high growth rates fall apart. everything is rosy and everything is good. >> what i think will happen, i'm a little surprised the market is as strong as it is but not a lot of volume. we saw the russell break through and the uptrend from the november 20 line and we will see how that ends the next couple of days and nasdaq testing two or three times. if these start to break then i think you will see a broader pullback in the market, not
CNBC
Jan 11, 2016 12:00pm EST
or china fears could lead to an even deeper pullback. pete what do you think? china dominated headlines last week. >> china dominated headlines last week. started on monday through the rest of the week. then the price of oil last week as well. the complete plummeting each and every day seemed to get a little bit lower. watching it again today. copper under 2 bucks as well. there's a lot going on right now. north korea last week as well. throw that into the mix. you look at freeport. we've been talking about certain names. that one has the copper complex as well as the energy. >> they are one to watch. morgan stanley now. jimmy talking about oil going to 20 bucks. it just brings it back into focus and maybe takes china off the front page. even that market down 5% overnight. but it's that 4% move in crude that has everybody's attention right now. >> so there is a lot going on. i think we all have to ask, are we in store for something worse than we've already seen? i don't think the answer is yes. i think, you know, we can go lower from here but i think the general trend is going
CNBC
Jan 27, 2016 12:00pm EST
the fact that they did have record numbers. it is everybody including in china. those are record numbers. yes there's slowing and yes there's disappointment. it's in line in terms of the phone itself and the biggest concern is what's next and when does that come. obviously we all point toward the 7. i would point more toward right now services as one of those areas where i saw the growth and they have to take advantage of the user base. they do that and the problems were over. >> they were going out of their way. tim cook was on the call to highlight the services. >> for the right reasons. that's the direction they have been going to. >> but the question really is has the iphone peaked? . that's what a lot of the conversations are about today and what many of the questions on the call were last night. >> it shows it has peaked at least short-term because sales are declining. record numbers are misleading. if you're supposed to say, earn, just pick something, $1.50. last year was a dollar and that's a record. but it's disappointing and doesn't speak to the trend. >> they beat the
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
Apr 6, 2016 12:00pm EDT
india. they do it in china. they do it in cuba. our ceo's have to worry about the rule of law when it comes to transacting business. that's a scary thing. >> i bought options and same reasons i'm looking at the stock. you never know are you right or wrong? so i bought a little bit of time along with i but when he's talking about the 7 different segments and their leaders and he talked about 70 mid states or late states and what a pipeline and oh by the way they get 40 billion on the teva deal as well so they're going to have cash and be able to keep using the stock itself. there's going to be acquisitions for the company. >> you're staying at such. and over the last couple of days still continue to do something. >> that stock is soaring today on the heels of bill ackman's call with investors moments ago after posting a record quarter loss. and listening in and has the very latest. and regain most of his investment value overtime. and hedge fund manager lost about a billion dollars since activities can first took a state in the drug company last march. now otolaryngologylining three
CNBC
Jul 19, 2012 12:00pm EDT
countries like china if corn crops are small. these are things we need to pay attention to. >> people don't realize how important the u.s. is on corn and soybeans. unbelievab unbelievable. meantime, back to hq and the "fast money halftime." >>> with four hours to go until the close, welcome to "the halftime report." looking relatively flat on the markets overall, but do bear in mind that over the last two sessions, the dow has gained 181 points. 1.4%. that's where we sit at the moment. disappointing data as far as some are concerned, but we've hung on to those gains. let's have a look at oil and gold. we will talk about oil and a projection that still we could go to $200 a barrel. for the moment we're above $90, as you can see, and gold currently trading at 1587. here's what we're following on the "halftime" show. earnings central. is tech still the best place to be as an investor? we're trading all the big reports from ebay to ibm. also, oil's big bounce. the summer swoon is over. dennis gartman weighs in on what it means for the economy and indeed your portfolio. and emerging opportunitie
CNBC
Apr 19, 2012 12:00pm EDT
know, got to be an fcx. you look at the performance of copper and if you think china is slowing down, which the numbers seem to indicate, fcx might i still think and steph can speak to this as well -- the best place to be looking for performance go no further than the chemicals which wins to the fact that nat gas is basically getting obliterated. these stocks are on fire and i think there is some m & a in the space. the best place to be if you want to play it, chemical stocks. >> on fcx, michelle, i called in yesterday at the halftime show on talk saying how i bott the stock into the print today which i did. and still like it. if you go through their conference call i'll take the other side of guy here. i think it was a very strong quarter. they took down production number is a little bit. but even at these levels, copper, if copper stays here or goes a little bit lower the valuation on freeport is extremely compelling. china slows down a little, increases their growth a little bit. freeport should still get up into the mid 40s. i think you can make a lot of money getting long f
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