Skip to main content

About your Search

20090604
20171215
STATION
DATE
2017 48
2016 30
LANGUAGE
Search Results 0 to 49 of about 78
CNBC
Apr 11, 2017 12:00pm EDT
auns understanding the recovery in india and china, i think that's the source of the opportunity. but the guidance looking forward now that you're seeing that recovery could be a wild card. >> wildcats. sea gate. they say upgrading shares to buy on the opportunity for earpings upside. >> i see that. storage is everything. so why not. sea gate, whether you're solid state drives are my favorite, then we've had a lot of activity in western digital. whether chips or storage. >> pete, western dig, jpmorgan goes overnight. as prks. >> the acquisition is something that's huge when you look at western digital needed to do, which was add something along the a. they did that. that's something that i think is going to add to the bottom line in a huge way when you consider what they did and how they're moving. by the way, yesterday, it happened yesterday, by 5400 of the upside calls in western digital. what a great timing. >> joe, toll brother, rbc capital, outperformed. they go to the $43 price target from 37. they met with the ceo and are raising the price target. also raising their estima
CNBC
Oct 25, 2016 12:00pm EDT
, okay, well what if commodities have bottomed? what if china has bottomed? as jim cramer suggested this morning that china has turned. does the story then if you have hit a trough, what do you do with -- >> here that china has turned two or three times a year, and the fact of the matter is that china -- the things that are driving caterpillar for china haven't turned out yet at all. the construction boom is still well underway. >> the problem for caterpillar is you sell lifetime super cycle business. right now about $100 billion back, and the cap-x and the mining industry globally is seven times what it was in 2001 and almost 30 times what it was in 1991. we literally saw a once in a lifetime because of the build-out of china. boom. in digging holes in the ground. caterpillar bought it right at the top. doubles down on the industry. they're going to be looking at weak demand for years to come. this is not a cyclical play. this is secular. >> steph, this is one if not your largest industrial holding. >> i was pretty up front when i said i started to buy it when it started to yield 5% bac
CNBC
Sep 27, 2017 12:00pm EDT
confidence data and we get some important data out of china at the end of the week, and that's going to be important to watch, if china can hold up okay, europe has some momentum, i think stocks can be supported. >> i'm with pete and sarat as far as the banks, because i believe you guys are both financial fans here. look at what's being born out here, judge, almost the last month, the s&p 500, virtually flat it's up by 1%. we have had a couple of triple digit days in there, but at these levels it's barely 1%. but then you take a look at the banks. they're up between 7, even wells fargo. since september 8. >> citi 6.5%, j.p. morgan up 5, and bank of america is up 2. >> it's right up against 95 right now, it's not a huge run for them to get over 100 and they're virtually all up against their 52-week high right now. jpmorgan, bank of america and i believe citi as well >> you'll see a breakout because essentially they have already said trading revenues are down, so if the rest of the businesses are strong, these stocks are off to the races because that's when you want to buy them >> but you're
CNBC
Jan 25, 2017 12:00pm EST
in china, what they're going through in korea. long story short, they've made it through these issues before. what you'll see from the earnings tonight is improvements from china, going on for a year now, and pickup in royalties from korea, where they had some holdback this is time a year ago, that will make the comps very favorable. the valuation here is so forgiving. >> wrap it up. >> what's the downside? qualcomm is easy to own here. >> i'm only kidding. sort of. >> talk about these chip stocks all the time. can klc. and we've got qualcomm conversation, technology and some of the moves. this is trading at a 52-week high. if the chips are as high as i think they are right now -- obviously we heard from sky works earlier this week. these numbers could be huge. that excites me. i'm looking for these numbers to make sure that that verifies everything we're seeing in the chip industry. >> what about microsoft? tomorrow after the bell? >> that guy is the king. he took over microsoft. look what transpired and the direction he has taken microsoft. as long as the focus is back on where the
CNBC
Apr 10, 2017 12:00pm EDT
china at 6.4 on india at 7.1, we're still in the dull drums in growth. if you're going to play that story as you just put it out. put more money internationally. because they're trading at a 20% discount now where we are in the s&p. >> i would just say there is no correlation inside of one year between gdp growth. but between gd p p growth rate and performance of a stock market, just not there. it's actually surprises in gdp in both directions that have a correlation to either bull or bear markets. that's first. second, we're talking about 10% earnings growth. largely driven by the fact that so much of the s&p is health care and tech. it may not be a big story, but it's not all animal spirits. there's growth happening at rate we haven't seen in a while. last thing is and i think this is really important, it is not outrageous for morgan stanley to say 15% is possible. if you go back and look at every single bull market to 1926 and you look at the average return and final 12 months of the bull u market, it's 26%. if you look at the median, which will affect a little bit of 1999, it's
CNBC
Feb 7, 2017 12:00pm EST
like, yeah, we're on rest of world because international, 63 for thus year. china taking stephan cu curry t tours and people are demanding the brand. it's not every place but north america. north america is a good place, too. again, the growth we're talking about is still double digits and something that we're excited. so we want to get people and make sure they know we are a growth company. we remain one. but we're prudent in our investment pieces and the way we're going to make thoughtful investments to ensure we become a $10 billion brand. getting to where we did and through 20 years in history, very proud of it. but the mission that we have has not changed. our vision is to be that $10 billion brand. unfortunately we've got a $10 billion business -- $5 billion business today where we're investing in infrastructure to be a $10 b10 billion company. we're to the doing that without any thought, either. like we're doing it very thoughtfully. if there's things we need to do, we are prepared to make the difficult decisions. that's how a company lives 20 years in business and especially
CNBC
Mar 13, 2017 12:00pm EDT
. if you go directly into china, you have currency risk, political risk, how do you monitor that? >> the point is you're getting paid to take those risks while others aren't. we understand the fact that u.s. accounting standards, european standards are come pays. that's why emerging markets have been selling at a drastically lower multiple for much of the time since 2011. investors get that. >> they're also selling because it's much lower than it was when brick was developed. when brick was developed, that is a decade ago the growth was double digits. >> we're not buying economist. we're buying assets that create cash flows. yes, it's had a couple of good months, starting to rally here, becoming more popular. but this is against the backdrop of a lost decade for european stocks. the vgk, vanguard europe, most broad definition i can give you, scott, it's analyzing at 103% over the past five years and 110% in the last ten years. about 14% over the last five years. the amount of outperformance you've had in u.s. assets over one-year, 5-year, 10 hch years. it's something. ultimately
CNBC
Dec 13, 2016 12:00pm EST
well next year is -- they're in the process of ramping their fab in china, and we have tight demand in nan today. what's going to happen with intel, as they take these ssd's drives and package them together with their processors, i think they're going to have a very strong position in the pc space to be able to add content. we do think the pc market is in a secular decline, but the way they'll add content is they'll be able to package their processors with the solid state drives. that's a very interesting area that we're going to really be watching next year as well as, of course, the data center, and the data center has been a huge stronghold for them, and we expect it to continue as we move forward in 2017-2018. >> are you starting to model at all any of the trump policies in the way that you view these stocks? we could even take intel, whether it's tax policy, repat reation, things that could defectly impact some of these names? >> well, all the things that you mentioned, tax policies, repatriation will all be positive catalysts for the stock. no question about that. there's a lot o
CNBC
Oct 2, 2017 12:00pm EDT
and china will play a role in this as well can you explain. >> yeah, just like our recovery coming out of '09, the european recovery is going to be halting. it's going to have issues related to political disarray or backtracking we have the italian elections coming up. europe is continuous the german election was a big shocker. china has tightened pretty meaningfully usually with a lag that will affect growth. he might move to restructure the economy next year. this is a threat to global growth there's a lot of things. instead of curve inversion what worries me most is it's not going to take a big premium to what we call the neutral rate for the fed to tighten too much. we think that too much is anything around 2% >> is the fed the biggest risk you can make laundry list of things but a fed misstep is that the thing that worries you most? >> you know, i don't see enough talk about the history of the fed in the discussions by other strategists. when ever you change administrations when we did of '16, it seems to be a very big adjustment we're going to get a new administration in the fed.
CNBC
Nov 15, 2017 12:00pm EST
. >> that's me so it's not undiscovered up 50% still like it, china is doing petter than expected, up 12 president and donald trump and xi make nice for days in china means i think china will be good to apple people will buy iphones and spend money there for christmas presents at the expense of other retailers and it's still an expensive stock on next year's earnings. >> thank you let's jump to sue herera with the headlines. >> here's what's happening at this hour, everyone. president trump taking a personal bow when it comes to the release of three ucla basketball players who were detained in china on suspicion of shoplifting tweeting do you think they will thank me they were head for ten years in jail, end quote. relatives have identified kevin neal acts suspect in yesterday's deadly shooting spree in northern california. he shot and killed four people in different locations around rancho tehama wounding ten others before being killed by police. >>> zimbabwe's army says they have robert mugabe and his wife in custody the army is patrolling the capital streets following a night of unres
CNBC
Oct 20, 2016 12:00pm EDT
states is actually being gobbled up by china with production coming out of china that's less. so, certainly, we're seeing some demand pictured globally now taking place in oil. that's why we've seen a trade above this $50 mark, but a little profit taking. we've seen it trade below 50 ppt.5 twice in october. there's a picture in tact we trade up into the mid 50s eventually. >> what's your take an what are the levels to watch? >> 52 it seeps like it's had trouble there several different times dating back to mid june, really. i think t going to jekted there as it has today i think about 9 49, 30 is my level on the downside. if it settles above 52.5, call it just to be safe, then the next big move higher is coming, but i don't think it's now. >> for more, head to futuresnow. 1:00 p.m., we've got the live show where we're talking to jack calfry. he's going to give us the whole case on stocks. lizzie will tell us why oil is going higher from here. you don't want to miss it, but stick are halftime. wak after the break. esll the opa you need in one place and lets you visualize that infor
CNBC
Mar 15, 2017 12:00pm EDT
that high. very positive. >> how about the upgrade cycle potential coming out of china. 2005, they have all the phones, 2017, and a new phone and the factor. that could be -- that's because we are into year two, right? now, it is the upgrade cycle. >> that's because their phones have come out with equal functionality or better functionality. >> here is what guys like you have missed for a very long period of time, retention. let's be honest. guys like you. >> let me tell you something. buffet talked about this as well. he talked about this and sticking. this is warren buffett talking. that's why they got in. >> it is a luxury brand. you are either an apple person or you are not an apple person. people want to be an apple person. >> once you. >> narrator: the ecosystem, you are stuck and it is a black hole. look at the service map of android versus ios, a cosmopolitan conceit to be an apple person, that exists in china, spain, south america. >> this guy between us has a phone, a pad. he is the most apple person in the world. he is the apple guy on the desk. >> i thought you put the
CNBC
Nov 18, 2016 12:00pm EST
the west, even china, i'm not saying they're doing it, but -- >> bond market assets have been juiced, and didn't leave to the jobs. >> josh, josh. >> that is why fiscal stimulus is the new centerpiece of every western government. >> i wish that were true, but you're wrong. >> no, i'm not. >> yes. okay. when you are dropping your currency, the currency that the chinese have done every single day, and they -- >> they have also allowed infrastructure projects to ramp back up. >> infrastructure. spending on infrastructure. that's not stimulus? >> that's fiscal stimulus. >> absolutely. >> what do you think i'm saying? >> you're saying they stopped monetary. >> i'm saying fiscal stimulus is the new centerpiece. >> just start talking. >> all right. i give up. >> i think the election outcome here is too -- >> brexit indicates the populous sentiment is not an anomaly, and elected officials ignore that at their own peril. okay? >> on sunday we'll see if the trend continues. >> if hillary clinton had been elected and you would have had a republican congress, you would not have had a magn
CNBC
Dec 15, 2016 12:00pm EST
number one industry and, by the way, china is coming up rather fast and rather well catching up to us. do we want to stay on top? do we want to help create jobs, figure out what's going to happen to the future? that would be great but at the same time they had their own bully pulpit where they could have made it clear the key issues were and they didn't. they're scared and don't want to be attacked. that is very reasonable thing to say and a reasonable thing for the president-elect to do. i don't think i'm saying anything crazy when i say that. >> kara, we'll leave it there. you said you have a story coming. we'll certainly look out for it and look forward to reading it and certainly do appreciate you taking the time to call in and have this time today. >> no problem. >> the recode executive editor joining us today on that topic. >> you are entitled to your opinion and she is hers. >> i believe she'll be honest about what she heard. tweeting during the meeting yesterday, judge, that tim cook wanting to sneak a portrait if he toe to show how close he is to the black hole and still s
CNBC
Mar 8, 2017 12:00pm EST
. i was a bit nervous about potential earlier this year about trade friction with china, but i think they have gone past that in this administration. >>> so tepper says market isn't cheap. you get the french elections out of the way and other stuff. not in the way until the market stars focusing, he's like wake me up when the ten-year hits 4%. then you have eye sawn, who says a little cautious. who's right? >> why don't we split the difference and say it's a good idea to be somewhat cautious, but to respect trend. we're in a secular bull market that started in the spring of 2013 when we took out the double top from '07 and 2000. quite frankly people have been talking about long in the tooth, too far too fast for the better part of seven years. the secular bull from '82 to 2000, 18 years, 1350%. we're you have somebody 200%. so by any measure -- go back and look at 42 to 66, another comp want bull maeshl up 970%. the trend is up. i think we can all agree, the biggest best companies in america, the stocks are within all-time hims. go down the list. so to say this is it, this is the end
CNBC
Feb 27, 2017 12:00pm EST
improving. we're seeing the size of inflation everywhere. seeing it in china, in the u.s., even started seeing it in europe. >> on the same side with you. >> 3%. >> okay. let me do the talking since we're on the same side. we'll both do better. >> i'm summarized it in one sentence. >> if i were -- if you're setting up for a year from now that's how i would set it. . in terms of what's going to happen with the fed, i think you're getting a free shot at setting up the fed tightening in march because they're taking a look here and seeing what's going on and i'm going, go in to, if we're still where we are right now, i'm going or 15 and 16 longer banks. >> tell me what a does to stocks. does the money coming out of bonds go to stocks? >> the next day doesn't matter. >> it doesn't matter. it doesn't matter because the fed is reacting to improving growth and inflation. that's a better backdrop for stocks. yes, short term cautious on the equity market but on the longer term, one year out, bonds are higher and equities are higher as well. as long as the fed is not ahead of the equity ma
CNBC
Apr 7, 2017 12:00pm EDT
president of china. as kayla told you a few minutes ago, no translation in the room. we have had somebody who speaks mandarin listen to that tape and rough translation, but equates to something like this meeting has very important meeting for the relationship for china and america. the president was very welcoming. we talked in depth about a lot of issues and built a trust and friendship between china and america and we want to keep developing building that relationship. probably considered the most bilateral of his tenure so r far. >> i can't imagine anything other that that could be the case especially give p the economic implications between these two. china, a huge country. i found president trump's comments to be fascinating because he started with calling the chinese delegation, interesting to be with, but as he got closer to talking about president xi, he got to making the statements about their relationship, their one to one relationship being outstanding and progress being made, certainly, one can read into this that things are head nd a different process. >> i thought h
CNBC
Jan 26, 2017 12:00pm EST
this. they don't care about china. they look at china as human rights abusers, so their support of trump -- he's further emboldened by this, looks at the market yesterday. so for him, it just pushes him to go further. so the market is fine. could it in a long-term basis yes. but it's not like three years. it's short-term, day-to-day. that's the score card. it's like a sports game. so it's all systems go, market goes higher. >> you're talking about the broad u.s. market. speaking with people in the emerging markets world, counterintuitively, looking at mexico and thinking this is cheap. this could be a good entry point. the currency has been hammered. how much could it go lower, this may be marking the bottom. i don't know that, but i know -- >> well, certainly been a topic of conversation on not only -- market experts. and josh has even made the argument that emerging markets are quite attractive. i don't know if you think mexico specifically, but you've made that point. >> mexico is not a huge portion of emerging market stock indices, but emerging markets in general doing better t
CNBC
Oct 19, 2016 12:00pm EDT
the great china real estate bubble and debt bubble has not happened yet. the collapse has not happened. the unwind has not happened. that's ahead of us. not behind us. this has all happened on the back of china still growing, you know, its cities and its construction budgets by double digits every year. the unwind that we foresee that started with too much supply in 2012 is yet to be played out because of lack of demand. >> you'll be with us in a couple of weeks. i'll save the alibabas until then. we'll catch up with you next week. safe travels back east, and i'll look forward to seeing you soon. thank you for being here today. >> hey, congrats on five great years, guys. >> thank you so much. all right. john and pete najarian are here. we'll re-introduce keith meister where. he is our guest host for the hour, of course, with corvex. jim is known as probably the most ardent china bear out there. a stock that you have been in for a long time has a china play, and that is yum. doing the split. they just had their investor day here in new york city. sort of selling the whole idea to analys
CNBC
Oct 14, 2016 12:00pm EDT
more financials yesterday because i really thought that yesterday was a reaction to china, and today you have seen jp morgan's numbers, and as we go into the quarter, you'll be better off there. >> you buy anything? >> i did. i did. >> i like it much higher than many analysts do for the long-term. >> this week i'm buying fxi and eem. i'm buying the emerging market stocks that have underperformed over the last month, and the reason for that is we saw the china data that came out overnight. ppi is now turning positive. it's the first time in almost five years where ppi is actually positive. that's a tremendous earnings power behind the chinese corporates. >> i think you at the inflexion point. i thi it's in the emerging market stocks. that's what's going to start to do better. particularly as we're looking into next year. >> we're starting to see growth. >> you didn't see anything in the numbers yesterday. the trade numbers scared me. if we get more than one of those, this is just one. if we get a second one zplool you are sitting at 100% cash. >> i have some in money that we manage fo
CNBC
Jan 17, 2017 12:00pm EST
>> when china itself, yeah. >> yeah. we can't wait for more from you in davos on a busy week. of course, earnings season, davos, the inauguration, we're going to have a lot to chew on on the last several days. let's get back to the headquarters. scott wapner and "the half." >> welcome to the "halftime report." i'm scott wapner. top trade this hour, trump rally and your money. with 72 hours to go until donald trump becomes the 45th president of the united states, what happens to the markets after the inauguration? can stocks keep climbing or is a correction in the cards? with us for the hour today, joe terranova, steve wise, jon nanlgian and here onset is aaron brown, he'd of mckro investments with ubs o'connor and tony dwyer, chief market strategist. doc, what's going to happen come the inauguration? this rally going to keep going or get stopped in its tracks? >> more of the same. we're going to see fits and starts trying to get through 20,000 when we eventually do we will pull back and try to make another assault and see if that holds, judge. i think the same pattern that we've
CNBC
Oct 5, 2017 12:00pm EDT
on base for its best day since july. we're seeing some supply concerns out of china and one of the largest copper producers what else is driving this move at this point? >> well, dr. copper is certainly smiling. i think it's more of a demand component. it's the proxy to global growth. you look at the eurozone, you're looking at china pmi expanding 12 months in a row, if you look domestically, the ism manufacturing as well as services are at 12 and 13-year highs respectively so the global growth picture is intact if we see stocks falter off these all-time highs, copper may have a hard time holding this $3 level. >> on a technical level, copper is breaking above its major moving averages. what are the levels that you're watching right now >> yeah, that's right. on the downside it was 2.94 to 2.90 copper held that that's where those moving averages are that you were talking about. on the upside we'll hit a little resistance at 3.05 and 3.06 and nothing after that until 3.15. there's an export license due for renewing and last toime that came up that added to copper prices also. >>> we
CNBC
Nov 8, 2016 12:00pm EST
40% of our own debt. we've jumped over china and saudi and everybody else and the somps buying our debt. we own more than anybody else. all of a sudden that debt financing goes up and up and up. sooner or later, somebody will be writing a warning note out there about the cost of this financing of that. >> do we believe that it could go up 10%. >> what stocks? >> the market by the s&p. >> no, no way. because are you at the moment in the marketplace where you have to define and tell me which stocks are going up. if i look at energy, i emphasize, i fine it highly suspicious. >> maybe you are asking people to do too much work. why not buy the s&p? >> i don't want to be a closet indexer. i believe kevin o'leary. the most compelling thing he said about disney was, hey, if the market goes down, i don't think disney is going to incur the volatility and the performance negativity the overall market is. that's what you want to do right here. i think you want to find equity days, where the market is going, you will experience less volatility because they have proven reserves. stephanie speaks
CNBC
Nov 11, 2016 12:00pm EST
, ridiculous. china is still the major buyer of steel in the world. that i would let come down. i like health care. it's run ahead of itself. what i am staying with are financials because those regulations should die. they've really -- we're looking at a fund that loans out at 18% to 24% as a factor to small businesses. ludicrous. >> let's do this. cramer last night talking about the rally. here's what he said. we'll react on the other side. >> now, let me just say that i think this rally could be after today getting out of hand. there's no way that the velocity of these moves, both up and down can last more than a few days past this election. >> that's right to your point, steve. biote biotech, up 13%. the banks up 12%, the best week since 2009. defense, up 8%. the best week since 2009. industrials, up 8%. the best week since 2011. is this just out of hand? >> well, it's not that it's out of hand. it's that -- well, look. let me draw this distinction. you don't have to have a crash from here. you can have a pause that refreshes. what's happened, and josh, this is a little bit to your point t
CNBC
Mar 30, 2017 12:00pm EDT
, very closely. i love the growth strategy they have had out there. they got china up to five stores. if you look at the men's, they're doing actually very well. this quarter was a good quarter. the problem, every part of the problem was the guidance. they knew some of the traffic numbers were down, they still had margins, but it was the guidance and a little going into the whole internet world, the e-commerce, not great. it wasn't awful, it just wasn't great. that's a problem. >> how do you see this? the stock is down 22 plus percent. >> well, i do -- i don't typically believe stuff like this, that we didn't have the right colors. if you go to a lulu store, who's going to pay that for this kind of stuff? they're no more expensive than nike or under armour and the quality i believe is much better. if you go to the stores it's basically monotone, blacks and grays. they haven't moved forward. >> there's got to be more to it than that. >> there is more to it than that. i think that the other companies, nike, have gone into their space so they sell stuff. so now whereas they had it all t
CNBC
Nov 15, 2016 12:00pm EST
about china, china growth. we talked about oil prices. oil prices going down. we had brexit and the election. we've had such massive uncertainty this year that investigators haven't known what to do. they've been trying to reposition in a marketplace where they knew there was a high distribution of outcomes but they want to be safe, and as you start getting a little bit more clarity here and there they massively migrate to other opportunities where they think there's more clarity. none of these surprise people in the initial movement. >> you said on the stage just a few moments ago and i'm quoting, "markets are dying for stability and predictability." do you think we get that with a president trump? >> i'll say it again, markets are dying for sustainability and predictability. we're all giving president-elect trump and his transition team the benefit of the doubt. we're all listening to what he is saying. we're all listening to what he is doing. we're all cautiously optimistic. we're waiting to see what happens. >> if a move in interest rates that really surprised people. bill mayor
CNBC
Dec 12, 2016 12:00pm EST
, overthinking china, overthinking too much that he is going to do, you have missed it. through the end of the year, don't think about, it and just have to go along. there will be plenty of time when he gets in to start this. >> i'm only scared because i agree with him. >> you have rates up today, but yet, you have the supposed safety trade and yield sensitive stocks also up. probably the first time we've seen that since the election. you've got rallies in staples and reets despite the fact that rates were moving higher this morning. i don't think things will be as black and white from here on out is all i'm trying to say. >> just add quickly, we like to talk a lot about equities. we also talk on the show about fixed income. there are a tremendous amount of dislocations right now on the fixed income market, whether it be municipal bonds, whether it be in 2017 does the fed signal that they're moving out of the mortgage market? what does that do to mbs's? there's a lot in fixed income market on the investment grade high yield side that you could be looking at right now. i'm sure folks -- >> you
CNBC
Nov 21, 2016 12:00pm EST
we're seeing the high cost players beginning to roll over. china, case in point. the third is that now we've seen enough in the last year that there's a sharp delineation in the cost curve between 50 and 55 and above. meaning the high doss players. if you can run the price up into the 50, 55 range, you have breathing room, and you run into it being self-defeating. there's two things we want to see them take out of this. let's go over why those are important points. because of the volatility, they want to issue debt and issue equity going forward, low volatility is important in terms of that. you bring your inventories away from capacity. to get the backwardation, it does not violate their previous goal of pursuing market share. if they can get that forward curve up to 50, 55 in the front and 45 in the back, what does that do? that prevents u.s. ent's from hedging forward. it's another way to actually win market share in this battle for revenues. >> you are saying $55 for wti in the first quarter, second quarter 2017. at what point does that concern you that production comes back on
CNBC
Mar 10, 2017 12:00pm EST
that's when you want to be a buyer. this is a unique situation. china is stable. we have animal spirits and we haven't seen the details of trump yet. >> so now you have 4.7% unemployment. now you have 2.8% wage growth in february this year so now you have gary talking about we're just starting and this is not the old trend this is a reacceleration of wage growth and employment growth. this is manpower. this is the largest publicly traded company that helps fortune 500 and small businesses with staffing because staffing gets really hard. when wages are growing up. look at that 50 day trailing it. this is the trade if you think we're seeing an acceleration here. you get man it's breaking 100 now. typically you want it as they get above triple digits because people are less likely to sell them and you can trail it with that stock. take about five or six points in risk and these are types of trades that can start to work. three of the six best performing stocks in the s&p, look at honeywell and boeing and the types of trades that will keep working as long as this gets a lot of atten
CNBC
Feb 13, 2017 12:00pm EST
changes that yum brands has made they have separated their china operating unit from the parent and the parent is now a pure franchise business that believes they can actually grow more effectively as a franchiser. i think it closed at 15 times ebitda and that's the model that we think wild wings should explore. >> do you think that sally smith, the ceo, should remain in her job? and do you think you can reach a settlement to avoid the proxy? >> you know, i mean, we're certainly open minded to discussions but so far the company has been completely unwilling to explore anything in that regard. which is why we've been forced to take this step. you know, we have been in conversations with the executive team and with various members of the board since -- since early july. we've repeatedly requested an opportunity to have an audience with the full board, that has never been provided to us. we've shared with the company, you know, hundreds of panls of analysis that go into the various tradeoffs of franchising and operating improvement. that analysis is available on our website for everyon
CNBC
Dec 14, 2016 12:00pm EST
the iea is anticipating. china has been building up strategic reserves. people i talked to say they're almost done. that could take 500 k out of 2017, in terms of barrels per day. we need a kickup in demand to maintain the prices, otherwise we're falling again. >> jim, what levels are you watching and have we run out of steam with this rally here? >> the fact that we hit those highs on sunday night into monday and rejected them so soundly, to me means we're at risk of falling back into the range. i think if it settles below, i'm looking at the fed contract, fed settles below 52.50, we head lower to 45. the whole time i said, unless that fed contract can settle above 54, i'll consider this a false breakout and so far that's the way it is playing out. fundamental side to back that up is that i don't believe in the production cuts, and there is a lot of oil. >> all right, for more futures now, head to the website at futures now.cnbc.com. catch us live there every tuesday and thursday, 1:00 p.m. eastern time. "halftime report" is back after the break. this is where i trade andrs. m
CNBC
Dec 1, 2016 12:00pm EST
. >> don't you think the earnings picture is better? europe and china seem to be getting better. rates are going up but for the right reason. >> let's stay domestic. what's going to end the trump rally? reality will set in. i don't know when. it could happen in december. i'll give you an example where i've taken the other direction already. that runup in regional banks is ridiculous. no change to earnings in q-1, q-2, q-3, q-4 next year. they're in a miserable situation where they have huge capital requirements and they're worth 21% more. >> susquehanna agrees. their note says everything good is already priced in. i get you on that. >> where can i make 10% in q-1? shorting the originals. >> there still is a lot of upside momentum. the reason is you're beginning to see behind-the-scenes a lot of deals being talked about. the regional bank community or the assess managers themselves. i think financial financials will be okay over the next 90 days. i think right now in today specifically when i look at the tape, one thing concerns me, it is the performance of technology. we're not going to ha
CNBC
Oct 17, 2016 12:00pm EDT
picture. look at china. look around the world. i mean, this gives jobs to people. they say, well, it's the same thing. it's the way of selling. by the way, that methodology of selling is becoming more pre prevalent with the internet. now you have internet, and you have less retail. you have less retail. you can go knock on doors and tell people that. i i'm not here to even defend the company, but i can't -- it gets me going because i can't understand why the obvious in this case -- you look for these unique situations, and that's why i said it's going to be the mother of all short squeezes. that said, hey, ackman is a smart guy, and i'm not here to bash ackman in any way. >> we'll leave it on that note. carl, thank you for being here. thank you for calling in rsh we'll talk again soon. zroo good talking to you. >> likewise. carl icahn. halftime report continues with another big name who often moves markets. double line capital's jeffrey gundlach live in two minutes. first, what's coming up on power? >> in power lunch at the top of the hour, folks, earnings season kicking off in a big way t
CNBC
Oct 11, 2017 12:00pm EDT
growth, expansion in europe, japan is starting to look a little better and china solid. i think that you're safe to assume that there's not a recession that's right on the horizon, and, therefore, we can feel safe moving into equities and using some of that cash that really has been sitting down and you're getting nothing for your cash >> i hear you. it's easier said than done though i think mr. fink uses the right word and problem it is a problem. what is going to get the money off the sideline how can you convince somebody at a record high market every day of the week? >> they are competitors. >> to put that money to work. >> i don't know. if we're talking about cash returning, i think repatriation is more important. conceptually there's a tremendous amount of cash on sidelines and then i've heard from so many people over the last five years, well, there's nowhere else to put your money except in the equity market because the return environment is so low. it's the only place, to so is there really that much cash on sidelines? i think that kind of conflicts with each other. i t
CNBC
Dec 7, 2017 12:00pm EST
brazil or chile or even china so we've been moving money in that direction. >> oh, you have. even though i know they peeled back a little bit lately, emerging markets have, but over the balance of the year it's been an outperformance of the other markets to the s&p, whether it's places in europe or parts of the emerging market and you think that there's still value to be had? >> i think so. when you look at the valuation of the u.s. market darreltoda today relative to the gdp we're starting to approach the same levels back in 2007, back in 2000, so periods of time like that historically the forward returns have been pretty disappointing. our models show that over the next decade we would expect that u.s. stocks would return around 2% but if you look at emerging markets today, we're only about at the 50th percentile in valuation with gdp, so as an investor, which i have to remind people i'm not a trader, i'm an investor, somebody who's putting capital to work for five to ten years, that looks like a more interesting place to go. >> while you say you're a little more cautious, you s
CNBC
Nov 7, 2016 12:00pm EST
china with theme parks. my guys tell me over there the place is packed. we stopped talking about it. i'm assuming good numbers will be coming out of there in 2017. also i have seen the roster of what they have done in the box office looking very strong there. back to espn, you know, what we don't give them any credit for -- i'm giving this -- nobody listening to espn anymore. they assume they are chord cutting. think about you are a fan of lacrosse or something. one day they will serve that up for 25 cents, the game you want to see from your old college over your internet connection or on your cell phone. whatever. those are the opportunities they have with the right segment they hold. i'm bullish they can make -- even if they meet the six bucks next year, that's 605, whatever, what we will get is more confidence in the management team to milk all the opportunities they have in earnings. we will get a slight increase in the pe next year's confidence in a stock i think will be 20% less voluatile than the market. it pays 1.5, 1.4, 1.6 in dividend yield. i'm a mhappy camper. that's my
CNBC
Mar 9, 2017 12:00pm EST
in fighting isis. >>> china defending its handling of 38 trademarks it recently approved for president trump, saying it followed the law in processing those applications, which some experts viewed as unusually quick. trump has struggled sometimes with trademarks from china. >>> gerber has issued an egg allergy alert for one of its products. it includes all packages of his cheese ravoli pasta pickups. only customers with a sensitive or allergy to egg are at risk. >>> and a later blooming period for today's cherry blossom season because of below average temperatures forecast for the weekend. last week, peak bloom will take place between the 19th and 21nd. make your travel plans. it's beautiful. now down to brian sullivan for what's coming up on "power lunch." he's in houston. hey, brian. >> yeah, we're going to put the lunch back in "power lunch." we're here at grotto in houston. he's going to join us the entire two hours. this is a big news day and we have got you covered with an amazing guest lineup. big ban berden will talk about the $48 handle for the price of oil. we have
CNBC
Nov 10, 2016 12:00pm EST
chinese goods and some of the analysts say that could result in a significant decline in china gdp by as much as 4% talking about china, the world's second largest economy. a big slowdown there could, of course, have global ramifications. we're seeing em under pressure. brazil down about 7%. the e it tf. the pay so, i should point out, still under pressure losing 8% today. another 2%. the big stand out here, scott, looking at emerging markets, the russian markets and the russian ruble and the prospect of stronger relations between the u.s., the united states and russia with trump in the white house. >> thank you, talking about emerging markets. what about this trade now? big, big, big reversal. >> the brazil trade in particular was down 5%, down 7%, then down 10% today. it's come back to being down just a little under 7% but that is just something that people overstayed their welcome there. they're going to be hitting the exits for days to come. it's not a one-day event. >> done with this trade? it no longer works? higher dollar? >> you have to make a distinction between emerging mark
CNBC
Nov 1, 2016 12:00pm EDT
china as the fast foods giants spin off against trading today. which stock has a better bet. alibaba on deck tomorrow. what shareholder pete is watching. is it because so many go after it the same way? chasing after short term returns. instead if getting caught up with the crowd, the investment managers at pgim take a long term view, teaming specialized active investing with risk-management rigor, to seek out global opportunities. we manage over a trillion dollars this way, attracting many of the world's leading investors. partner with pgim. the global investment management businesses of prudential >> coming up "power lunch" just one week to go. exclusive results on who wall street is betting on. steve liesman will report. >> a deadly peopleline explosion in alabama fueling gas prices higher. the states that will be impacted the most. we'll tell you. it pays to have friends. why facebook may actually help you live longer. not kidding. scott, back to you. >> all right. thanks so much. see you in just a bit. we have a news alert right now on a stock that's moving eli lily. meg terrell
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
Dec 9, 2016 12:00pm EST
this year starting from the things that went on in january and february related to china, continuing through, you know, the brexit drama this summer, italian referendum. the election here. if you stuck to your guns skpurks owned cheap stocks, you are doing very well. value is outperforming substantially. small caps that couldn't get love for two years are also doing well. i don't understand why we would say that that's going to stop. the -- it's important to point out the four best sectors in the s&p were all negative in 2015. people forget very quickly. i'm looking at one of the most unpopular, unloved segments of the market right now. biotech, health care, drugs, medical devices, and i'm saying i don't need to be with the cool kids. i don't need high-fives from my portfolio today. i want to own the names that at a certain point even if it's midway through next year start to outperform because earnings growth is better than the market and multiples are cheaper. >> you guys collectively. >> striker, some of these stocks, medical devices to josh's point. med tronnic was down at the 52
CNBC
Nov 9, 2017 12:00pm EST
television sets around the world. and who does that? and is it baliwood, the guys in china or hollywood where do you get the creative talent and where do you buy it with sustainable earnings. that's why you want to own a movie studio, among other things and then so how do they distribute the product and get the best returns so you've got to look at various channels of distribution netflix and hastings did a great job early on and got 100 million subscribers and raised rates a dollar per month that's a lot of money. so they got to buy -- they're spending $8 billion. amazon, how are they going to make movies that are going to avoid being disasters? how are they going to make movies that are going to be successful how are they going to get it on average? >> is it the fact that what you characterize as a tiny position because of -- weren't sold under it initially >> netflix i told you it's my hair shirt. it is basically the notion -- >> i might have one on. >> it was basically the fact that i try to buy it at 78 when it pulled back and it got down to 79 or something like that and i got stub
CNBC
Dec 8, 2016 12:00pm EST
about expanding to china as well. the footprint is still extremely small. >> $70 pants? >> i can't afford to shop because i work at morgan stanley. >> we saw earnings. >> you may not work there any more after this. >> i think an aggregate collective market you have to have some exposure in that group. our friend dana, $92 price target on lulu. i like that one better. >> prices are soaring. >> i have no stake in the game but let's get an update in six months. you have to give whoever that is a chance. >> that comment you made you're going to get a race. >> took it to a sell last friday. >> i am a value shopper. >> i understand. >> and i got out earlier so we talked about that a couple weeks earlier. i bought around $40, i sold around $60. i still made money. i never saw a bad day making money. make sure you have your price target and i think you will see some institutional investors getting out between that $70 and $92. >> growth is decelerating rather than accelerating. >> wow. >> how do you do that? judge, it's decelerating, how do you make that claim? >> let me reiterate what i r
CNBC
Nov 23, 2016 12:00pm EST
come out, see if the economy is picking up, jobs, ism, what's going on with with the china pmi. >> hopefully have -- or be closer to a treasury secretary and that's going to be an interesting data point, to talk about, maybe start to get the plan. that's what you got to see next, see how that comes together. >> the trump rally has been pretty darn impressive given its breadth. >> and to your original question, we are going to be talking about the fed, but nothing it act on until the actual meeting and what you want to see is what does janet yellen say after that as far as the pace of future rate hikes. before this election, you had a r lot of good economic numbers. will she be aggressive or will she pull back a little bit? >> minutes coming out today, ignore them, everything has changed. >> yeah. do we think you might get some post thanksgiving selling or everybody takes a sort of breather? goes with their families, comes back on -- >> early next week it is all about retail, retail. that's what the conversation is going to be about. strength of the consumer, strength of the ret
CNBC
Sep 22, 2017 12:00pm EDT
basically not assembling them in china. they exposted the modules and assembled them in taiwan it will be a delicate dance for the president and administration to figure out how they want to block the dumping of solar at too cheap a price versus just letting them dance around it like they did last time. >> all right american airlines is higher today after barclays upgraded the stock to overweight and call it the top airline pick now to the call of the day. >> the challenge for investing in any airline stock is the -- >> i thought buffet put that to rest when he threw down a marker. >> the problem is we still have little skirmishes going on between spirit, a low-cost carrier, predominantly in the larger united growing a lot of capacity their margins are underperforming and that's grabbed cinnamon down across the group. >> i wonder why they haven't performed well over the last three months haven't given you any indication lately that now perhaps is the time to upgrade the space. >> well, listen, it's hard to cost cinnamon. we're staring at double digit margins and deep returns and cash prov
CNBC
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
Dec 4, 2017 12:00pm EST
actually highlight some of what's going on with domestic services in china as well. a lot of reasons to like this stock. i like the stock i'm not in it right now. i'm sure if i see some options though, this is one of the names i wait, i wait, i wait i see the options come in and i'll bounce into this stock. i like it. >> all right we'll see you back here tomorrow. >> look forward to it. >> new jersey governor chris christie takes his battle to legalize sports betting in new jersey today the implications reach far beyond the garden state and far beyond sports for that matter. the dow heat map another big day on the dow still a powerful day and up better than 175. the dow jones industrial 24,409. "halftime report" is back right after this mike and i are both veterans, both served in the navy. i do outrank my husband, not just being in the military, but at home. she thinks she's the boss. she only had me by one grade. we bought our first home together in 2010. his family had used another insurance product but i was like well i've had usaa for a while, why don't we call and check
CNBC
Nov 7, 2017 12:00pm EST
on sales over in china. the em was up 5% so nike is growing in the international markets. now, when you look at something like under armour the problem has been as it has slowed it's okay when you've got growth, people are willing to look past that pe, but i saw that pe flash up in front of me that had a forward pe i thought it said 60, scott. that's an incredible number so there's a lot of room still to pull back, and i would still love to see kevin plank come out and do something we've seen time and time again show us the money. show us your commitment and show us a jamie dimon moment and show us a steve wynn moment and like what we've seen from some of the target executives as well where there's an aggressive buy of the insiders that tells us something. we have not seen that in under armour ever. we haven't seen anybody really come up and stop and say, you know what, this is the bottom, and then they have been right not to do that, but until i see that, i'm not so sure we've hit the bottom. >> okay. how much about here on the desk. the stock is down 60% or about. >> a terrible se
CNBC
Dec 11, 2017 12:00pm EST
talking about other countries. we're talking venezuela, neurorussia, china, any country that you have a fear of the of government taking your money and you want another asset, if i'm able to buy a security, if i can buy apple and have it instead of in a brokerage account like my bitcoin on a usb sticker where the government doesn't know. >> oh, i see. >> does that devalue bitcoin >> potentially but i can't imagine a israel allowing the security to be converted into ma block chain. >> no, no, no. in that case, the block chain will be the ultimate disrupter of bitcoin. >> so -- okay. you could be right, but just understand something there is -- there is a supply/demand issue. the block chain gives reward to the people that are building it and that reward is bitcoin there are 16 million currently mined. only 20 millionexist and first 4 million are either in sold storage or mission. >> i agree you the most important thing in my opinion, i've studied this quite deeply hand the most important thing you said which acompletely agree here is we here watch this show hand look at our world as ba
CNBC
Oct 21, 2016 12:00pm EDT
assets during july, and, frankly, that's been the right position to be in. >> the great china real estate bubble and debt bubble has not happened yet. >> until you get something jump-started, which i think has to be government spending, we're going to be in the doldrums of low growth environment. >> there's nothing that seems to be that appealing. >> i think the market, first of all, is probably fairly valued. i don't think it's cheap. i don't think it's expensive. i think there's pockets of value. >> i'm not a buyer of the market here. >> that fed policy hasn't worked to stimulate the economy. >> i think things are not nearly as bad. as i said to you, i think there's huge opportunity on the core side. >> i'm going to you here. quite a week hearing from some of those investors. what's your view on how you think we look today and where you think we're going to go and how you may be investing as a result of that? >> i think the most interesting part for me is listening to nellson peltz. suddenly he comes out far less negative, and i thought that was interesting. i think we're continu
Search Results 0 to 49 of about 78