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Aug 26, 2015
08/15
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. >> caller: wanted your opinion on whirlpool. it's taken quite a hit since the downturn and i know it has an affiliation with the asian market. would bit a good stock to own giving the housing seems to be on the up? >> i got to tell you, sandy, whirlpool made a remarkable reversal. it is right in the sweet spot of what i'm talking about. appliances are selling very well. yes, they have exposure and never got out, but whirlpool is now down 40 points. it's in the sweet spot of what best buy is doing and toll brothers is doing and i say -- >> buy, buy, buy! >> peter in my home state of new jersey. >> caller: south jersey boo-yah to you, jim. >> eagles boo-yah back at you. >> caller: i want your opinion on esnt. i took the position in it a couple months ago, it hit a 52-week high on july 16th and now it's down like everything else. i'm about 2% down in it. >> yeah, but it's the right spot for this housing mace. you're in good shape with that. i like that one. it's a collateral damage stocks that shouldn't be down. i think you got hor
. >> caller: wanted your opinion on whirlpool. it's taken quite a hit since the downturn and i know it has an affiliation with the asian market. would bit a good stock to own giving the housing seems to be on the up? >> i got to tell you, sandy, whirlpool made a remarkable reversal. it is right in the sweet spot of what i'm talking about. appliances are selling very well. yes, they have exposure and never got out, but whirlpool is now down 40 points. it's in the sweet spot of what...
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Aug 18, 2015
08/15
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a whirlpool which is up 2 1/2%. >> there's plenty of derivative plays you can go with. the home builders are very difficult. obviously they've had an incredible run. you look at the itb and it continues to break out to the up side. i continue to look toward other areas and that's tjx. did you see those numbers today? looking for 3% growth it was 6%. when you look at what they were able to produce today not just home depot but you look at tjx, ross stores coming out as well. there are derivative plays, home goods at tjx right now absolutely carrying that company along the way. it's just incredible. i think you can go a lot of different ways right now if you want to be involved in the housing world that's not going to put you really quite in the bind if that housing itself starts to slow down. >> karen? >> i wonder if something like a bed, bath & beyond which often you would think of them together but bed, bath & beyond has been left in the dust when you look at the mohawk and whirlpool and home depot and lowe's. it should participate. i don't know why. it's getting to th
a whirlpool which is up 2 1/2%. >> there's plenty of derivative plays you can go with. the home builders are very difficult. obviously they've had an incredible run. you look at the itb and it continues to break out to the up side. i continue to look toward other areas and that's tjx. did you see those numbers today? looking for 3% growth it was 6%. when you look at what they were able to produce today not just home depot but you look at tjx, ross stores coming out as well. there are...
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Aug 31, 2015
08/15
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home depot is flat, despite excellent commentary about appliances, whirlpool is down double digits for the year now and so is ppg, the big paint company and both have substantial overseas operations and those are what's pulling it down and we have some recession-proof stocks that are shining and drug stocks and consolation brands and that's emblematic of a bull market device and the video games and autoparts companies which have been stalled if are so long because they allow you to keep your car longer, and they won't quit and riley automotive and not the actual autoparts which were in bear market mode. >> big biotech has been working until a tsunami took celgene down 4.8% or regeneron 4.2% and biomarin down 2.3%. and the rest of the cohorts were blown to smithereens already. we have msci, equifax, global payments and the always charming visa and mastercard and the banks have given up all their gains for the year and they're the most important segment of the financial group in the market. they're awful. they're awful. finally, the techs defined by bank, amazon, netflix and google that
home depot is flat, despite excellent commentary about appliances, whirlpool is down double digits for the year now and so is ppg, the big paint company and both have substantial overseas operations and those are what's pulling it down and we have some recession-proof stocks that are shining and drug stocks and consolation brands and that's emblematic of a bull market device and the video games and autoparts companies which have been stalled if are so long because they allow you to keep your...
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Aug 13, 2015
08/15
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companies in the business, like the ones that are in the aisle at these stores they all went bonker on whirlpool. sherwin-williams, they all did well. three terrific home builders broke out to the upside. this is another group you need to buy in a sell off because the chinese devaluations has no ill pact on a domestic home builder. fitness wear is out of control. lately there's been doubters. doubters have been all over underarmor but there's nothing to doubt now as the stock is up more than a buck and a half. apple has been hurt by chinese weakness but the $200 sneakers nike makes i have been thinking about this. the chairman wouldn't be thrilled about letting 100 air jordans bloom but the stock has a life of its own plus sketchers is coming back and i spy a rally in lululemoned and then there's the retailers that stick up whenever the selling pressure ends because they lack competition. stocks like ulta salon. the beauty supply company with some of the best same store sales in all of retail. the obscure but not because of me because i love mine. tractor supply, tried and true rebounder and of
companies in the business, like the ones that are in the aisle at these stores they all went bonker on whirlpool. sherwin-williams, they all did well. three terrific home builders broke out to the upside. this is another group you need to buy in a sell off because the chinese devaluations has no ill pact on a domestic home builder. fitness wear is out of control. lately there's been doubters. doubters have been all over underarmor but there's nothing to doubt now as the stock is up more than a...
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Aug 17, 2015
08/15
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whirlpool, stanley, black & decker make sense. they were well off the highs because they have more international exposure than you might like. it's coming down rapidly. that's a good reason why you can buy them there. do you know what makes sense to me? remember the airlines? the red hot group caused by the super strong dollar and oil's rebound -- ♪ super freaking. oil's rebound is $60. the dollar seems topping to me unless the fed is tightening it. tonight forget, they trade on the supply of roots known as capacity. remember there was a worry about the big slug of new capacity coming on. doesn't look it will will happen. that's why southwest and delta can keep going. america has legs. i'm concerned about merger integration. i think they will figure it out about how to make it so america and u.s. air seem to operate in a seamless fashion. i wish they made that less complicated and had done the deal together earlier. those are on warehouse plays on lower interest rates and oil. however there is a second tier of investment on toda
whirlpool, stanley, black & decker make sense. they were well off the highs because they have more international exposure than you might like. it's coming down rapidly. that's a good reason why you can buy them there. do you know what makes sense to me? remember the airlines? the red hot group caused by the super strong dollar and oil's rebound -- ♪ super freaking. oil's rebound is $60. the dollar seems topping to me unless the fed is tightening it. tonight forget, they trade on the...
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Aug 17, 2015
08/15
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so even though xhb does have things like whirlpool and matchmakers and certain household retailers and things, home depot, the relationship is near perfect. >> carter, i know you've been somewhat negative on the broader market. are they mutually exclusive? can you be negative in the s&p and positive on housing? >> sometimes the market and housing is correlated and sometimes not. for instance, in the tops of the last two bull markets the market in '98 to 2000 continued another 30%. and home builders were plunging. it happened again the other way? 2011. the market was unchanged for the year and home builders were up about 40%. sometimes there is a relationship. sometimes there isn't. we think you can be here on an absolute basis and a relative basis compared to the s&p. >> carter, good to see you. carter worth, cornerstone. >> it's interesting because depending on you who talk to you're going to get a ditch view on the consumer. the other point on housing markets is structurally you've had prices rise so much that a lot of stuff is unaffordable. you listen to the builders they're having
so even though xhb does have things like whirlpool and matchmakers and certain household retailers and things, home depot, the relationship is near perfect. >> carter, i know you've been somewhat negative on the broader market. are they mutually exclusive? can you be negative in the s&p and positive on housing? >> sometimes the market and housing is correlated and sometimes not. for instance, in the tops of the last two bull markets the market in '98 to 2000 continued another...
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Aug 21, 2015
08/15
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horton and whirlpool got caught up with the sell-off today but held up relatively well. housing story still a theme in the overall picture. a lot of red on the market so far today. all over the board. those are some of the upside standouts. for more subscribers can go to cnbc.com/pro and get more on these individual stock movers that drove the action here. >> this is the correction for years you heard people telling us they were waiting for. courtney reagan, also today oil crashing below $40 a barrel. >> you pick a reason, that's probably part of it. higher supply, lower demand, china, the fed. any or all those reasons is what is driving the price of crude oil lower. earlier we saw a tease eking into positive territory right after the equity markets opened. it was like a ski slope slide straight down testing that $40 a barrel level before finally breaking below to $39.86. >> very interesting moves as we are watching the equity market and oil move in the same direction recently with those trends. as you look at what's happened to crude over the last two months or eight we
horton and whirlpool got caught up with the sell-off today but held up relatively well. housing story still a theme in the overall picture. a lot of red on the market so far today. all over the board. those are some of the upside standouts. for more subscribers can go to cnbc.com/pro and get more on these individual stock movers that drove the action here. >> this is the correction for years you heard people telling us they were waiting for. courtney reagan, also today oil crashing below...
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Aug 19, 2015
08/15
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one of the reasons whirlpool isn't up big, they have a big business in brazil. >> i'm looking at the dow. walmart is the worst component. this is going to take you back to early '13, these prices on walmart. it looks as if people are saying just what you said at the top of the show, that target is doing well exactly where they're struggling. >> they're taking it to them and they can do that. i had a list of companies that are trading in the s&p exactly where they were in 2013 this week. it's a huge list. we've given up a lot of gains. walmart, in particular, they've really -- the worse thing that happened to walmart is brian cornell coming into target. he went in and looked at where walmart was weak. they emphasize baby at target to get a lifetime customer. and i think wall namart is disorganized. they want to be natural and organic and say how to do it. it's in in cornell's dna to be organic. whole foods is going to get interesting. it's low. something is going to happen but first you have to deal with the fact that they could have negative comps. but natural and organic at target w
one of the reasons whirlpool isn't up big, they have a big business in brazil. >> i'm looking at the dow. walmart is the worst component. this is going to take you back to early '13, these prices on walmart. it looks as if people are saying just what you said at the top of the show, that target is doing well exactly where they're struggling. >> they're taking it to them and they can do that. i had a list of companies that are trading in the s&p exactly where they were in 2013...
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Aug 3, 2015
08/15
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many big names while whirlpool very heavily exposed to latin america. they came out last weeks with earnings, talked about exposure, weak sales in brazil. stock dropped on that news. >>> elsewhere today, luxury retailers will report in the next few days. kors on thursday. no big news. fossil, ralph lauren, coach, all these names will be reportsing earnings. obviously some concern numbers won't be as high as anticipated. >>> finally, it is a very strange market when your market leadership is a bunch of consumer stocks at new highs like campbell's and clorox. very defensive tone to the market. >> thank you very much. >>> let's look at the nasdaq. tech, biotech and fa pharmaceuticals are leading the pack today. all with sizable gains on this otherwise down day. vertex up 2.4%. micron up almost 3%. retail not looking nearly as healthy. baidu, mattel, staples, all break sharply lower. >>> august is traditionally a tough month for stocks. how do you invest now through august and the rest of the year? about five months in august. jack ablin, jeff hussy is glob
many big names while whirlpool very heavily exposed to latin america. they came out last weeks with earnings, talked about exposure, weak sales in brazil. stock dropped on that news. >>> elsewhere today, luxury retailers will report in the next few days. kors on thursday. no big news. fossil, ralph lauren, coach, all these names will be reportsing earnings. obviously some concern numbers won't be as high as anticipated. >>> finally, it is a very strange market when your market...
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Aug 25, 2015
08/15
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but new ones i bought were whirlpool, which is derivative of the leading global appliance manufacturer, 10.5 times earnings, and eagle materials which is a leading cement and gypsum wallboard producer. >> we have to wrap. we'll see you again soon. we'll see whether in hindsight that this capitulation was the final capitulation or not. sometimes you don't know when it is. >> exactly. and i don't know. >> thanks, marty. >>> when we return, jim cramer joi joins us from the new york stock exchange. >>> check out oil, rebounding slightly. looks like it was reapproaching 40, but 39.42, higher by $1.18. my name is jamir dixon and i'm a locate and mark fieldman for pg&e. most people in the community recognize the blue trucks as pg&e. my truck is something new... it's an 811 truck. when you call 811, i come out to your house and i mark out our gas lines and our electric lines to make sure that you don't hit them when you're digging. 811 is a free service. i'm passionate about it because every time i go on the street i think about my own kids. they're the reason that i want to protect our commun
but new ones i bought were whirlpool, which is derivative of the leading global appliance manufacturer, 10.5 times earnings, and eagle materials which is a leading cement and gypsum wallboard producer. >> we have to wrap. we'll see you again soon. we'll see whether in hindsight that this capitulation was the final capitulation or not. sometimes you don't know when it is. >> exactly. and i don't know. >> thanks, marty. >>> when we return, jim cramer joi joins us from...