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Feb 27, 2018
02/18
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then macy's is higher today after strong 2017. has this brick and mortar found has this brick and mortar found it has this brick and mortar found it hey, what are you guys doing here? we've been helping you prepare and invest for retirement since day one. through retirement... why would we leave now?s fid with solutions to help provide income throughout. so you'll still be here to help me make smart choices? well, with your finances that is. we had nothing to do with that, uh, tie. stick with cramer.e shirt. voya. helping you to and through retirement. and i recently had hi, ia heart attack. it changed my life. but i'm a survivor. after my heart attack, my doctor prescribed brilinta. it's for people who have been hospitalized for a heart attack. brilinta is taken with a low-dose aspirin. no more than 100 milligrams as it affects how well brilinta works. brilinta helps keep platelets from sticking together and forming a clot. in a clinical study, brilinta worked better than plavix. brilinta reduced the chance of having another hear
then macy's is higher today after strong 2017. has this brick and mortar found has this brick and mortar found it has this brick and mortar found it hey, what are you guys doing here? we've been helping you prepare and invest for retirement since day one. through retirement... why would we leave now?s fid with solutions to help provide income throughout. so you'll still be here to help me make smart choices? well, with your finances that is. we had nothing to do with that, uh, tie. stick with...
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Feb 27, 2018
02/18
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macy's gave them the want to spend. retailers and brands were able to come out with products that people wanted. we have a little bit of an apparel cycle whether it was fragrances, dresses, active or men's, taylored, it all seemed to work. cosmetics and handbags showed improvement in department stores. >> is this a turning point for macy's >> i think it's a bit of a turning point for the retail sector the reason is they've had a couple of years to integrate digital with commercial. inbe ven tori levels are lean. >> this is not to you a macy's specific story you think this is a much broader story. >> i think it's a much broader story. >> okay. are we misestimating for the rest of retail revenue on the low side >> yes, you could be typically when you have a holiday season sales gain and look forward 12 months, in 2010 you had a gain, comps were up 7% in the following six months. we just had a 5% holiday gain. >> when you get off the set are you going to redo your numbers for the whole sector >> every time a company report
macy's gave them the want to spend. retailers and brands were able to come out with products that people wanted. we have a little bit of an apparel cycle whether it was fragrances, dresses, active or men's, taylored, it all seemed to work. cosmetics and handbags showed improvement in department stores. >> is this a turning point for macy's >> i think it's a bit of a turning point for the retail sector the reason is they've had a couple of years to integrate digital with commercial....
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Feb 27, 2018
02/18
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the first of which reported this is macy's. it's really been sideways for the last three months. i think what is important, when you look at the volume surges here, all on updates, volume surge today, on an upday the stock is being accumulated here we think that's a positive sign going forward. when we step back and look at the bigger picture this is three-year chart, bumping up against that 28, 29 little we think ultimately this turns up at outperforming in a tough tape that's a sign of strength. two others here. and when we look at the name i think what's most important, 23 analysts cover it and there is only six buys. the street still doesn't like it i think importantly the current price above the average analyst target so the street has to bring up their numbers. that's a positive. two other names here tappestry. this is the old coach. putting in a big bottom. higher low higher low higher low, up through 49, 50. we think this is a $60 stock so improving here, certainly, in retail and lastly one of our favorites, lulumemon. dead hundred for six years just starting to push up a
the first of which reported this is macy's. it's really been sideways for the last three months. i think what is important, when you look at the volume surges here, all on updates, volume surge today, on an upday the stock is being accumulated here we think that's a positive sign going forward. when we step back and look at the bigger picture this is three-year chart, bumping up against that 28, 29 little we think ultimately this turns up at outperforming in a tough tape that's a sign of...
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Feb 27, 2018
02/18
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got a neutral rating on macy's and the $24 price target great to vuyorb neutral ratings right now. what is missing from the picture that would push you to an overweight >> the answer is sustained positive same-store sales. the fourth quarter was the first positive comp from macy's ipnearly two years they made nice strides, and they talked a lot about some of the merchandising initiatives. over the course of this year, they're rolling out a number of initiatives that are related to their investor growth strategy but we're still somewhat in early innings of this. they made a number of new hires, a new president, new head of digital. and so i think it remains to be seen if they can claw back some of the market share that over the last two years they have given up to amazon and the off-price sector >> when it comes to backstage, the ceo of macy's indicated there could be an expansion of that backstage initiative. that's actually increased the ticket price for the shopper is that -- does that match up with what you're seeing, and are you as optimistic about backstage as he is >> i think
got a neutral rating on macy's and the $24 price target great to vuyorb neutral ratings right now. what is missing from the picture that would push you to an overweight >> the answer is sustained positive same-store sales. the fourth quarter was the first positive comp from macy's ipnearly two years they made nice strides, and they talked a lot about some of the merchandising initiatives. over the course of this year, they're rolling out a number of initiatives that are related to their...
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Feb 27, 2018
02/18
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welcome to the party. >>> we told you about macy's and dillard's rallying macy's up about 3.5%, dillard's up 17% after the bell we'll get more reresults from retailers include etsy and elf beauty, as well as square and express scripts. >> according to our partners at kensho, shares of etsy have moved 8.3% up or down after releasing their earnings square moves an average of 8.4%. express scripts has a much smaller swing on average it usually moves only 1.3% of course, we'll have those numbers coming up right after the bell. >>> in the meantime with the dow setting lows, here we go again down 236 points. we'll come right back with the we'll come right back with the closing countdown. and actually improves memory. the secret is an ingredient originally discovered... in jellyfish. in clinical trials, prevagen has been shown to improve short-term memory. prevagen. the name to remember. your friend @just_marea. you like her. she's really good at social media. she buys stocks in companies that "stand for something." you like her. she's always up on the latest trends. she got in early on the whol
welcome to the party. >>> we told you about macy's and dillard's rallying macy's up about 3.5%, dillard's up 17% after the bell we'll get more reresults from retailers include etsy and elf beauty, as well as square and express scripts. >> according to our partners at kensho, shares of etsy have moved 8.3% up or down after releasing their earnings square moves an average of 8.4%. express scripts has a much smaller swing on average it usually moves only 1.3% of course, we'll have...
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Feb 26, 2018
02/18
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no one believes the new ceo can change macy's fate reinventing macy's as a cooler, hipper department store. meanwhile, if macy's has any spare real estate and i think they do it is going to be monetized. auto zone is the reversed. lots of people have gotten behind this one which is always a bit worry some for me. even though i like the name. the zone is a long time cramer favorite, but we have been giving chings a chance to cool up these cloud names are unstoppable. this is one of the best softwares service company around put it with service now, adobe and sales force.com. the cloud stocks remain the hottest of the hot in technology let's go oil we hear from eog resources and it has become one of the two sanest oils left to own here there is a sea change going on against the group. i think eog's extraordinarily well run they were one of the few weak areas in today's incredibly strong session jpmorgan mahas an analyst meetig tomorrow i hope they will explain how u.s. companies are using this em to borrow moneys abroad. because our new tax code makes deductions more difficult. particul
no one believes the new ceo can change macy's fate reinventing macy's as a cooler, hipper department store. meanwhile, if macy's has any spare real estate and i think they do it is going to be monetized. auto zone is the reversed. lots of people have gotten behind this one which is always a bit worry some for me. even though i like the name. the zone is a long time cramer favorite, but we have been giving chings a chance to cool up these cloud names are unstoppable. this is one of the best...
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Feb 27, 2018
02/18
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you guys covered macy's and it is not the only good retail store. dillard's comes in with 3% comps looking for 1% stocks up 30% in the last few months. >> i think it was pretty much universal that brick and mortar was dead and what obviously happened is that brick and mortar is changing one of the things that jeff is stressing is that our omni channel is now working there are questions about it, like using amazon services and the google platform. but retailer who is as who are become savvy after spending fortunes on the web with their omni channel and it didn't work. now everyone is getting more sophisticated. so you're seeing not just the brick and mortar strike, but go over the kohl's quarter. these companies have a presence online and i know this sounds a little bit -- i hate to say it, but buy online, purchase in store, these are works. so what i'm saying is that the web is no longer their enemy it's become their friend and that is important. along with the strength of the consumer, which that is something that -- >> is that something that can b
you guys covered macy's and it is not the only good retail store. dillard's comes in with 3% comps looking for 1% stocks up 30% in the last few months. >> i think it was pretty much universal that brick and mortar was dead and what obviously happened is that brick and mortar is changing one of the things that jeff is stressing is that our omni channel is now working there are questions about it, like using amazon services and the google platform. but retailer who is as who are become...
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Feb 20, 2018
02/18
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i'm live in pyeongchang at the olympics joining me now is former macy's chairman terry lundgren. you have made it all the way here >> i have. >> your wife is also here. good reason to be here she has a job. >> we should explain why you're leer wh here. >> i want to be around people who are the best in the world at what they do that's why i have come to the olympics it's my first winter, but i've been to a few summers. but my wife is a team leader for the u.s. skating team. you want to be associated with these extraordinary athletes they have got a few that have won medals i know the shibutanis are sponsored by ralph lauren, they won bronze earlier tonight the answer s yeah, you want to be associated with the best in the world. >> want to talk about the retail businessment wa men business walmart came out with their numbers. everybody trying to gauge what happened over the holiday season you're not in the chair but watching closely what do you think happened >> walmart is up 2.6%. earnings are up. everybody is excited about they didn't hit this number or that number their stock wa
i'm live in pyeongchang at the olympics joining me now is former macy's chairman terry lundgren. you have made it all the way here >> i have. >> your wife is also here. good reason to be here she has a job. >> we should explain why you're leer wh here. >> i want to be around people who are the best in the world at what they do that's why i have come to the olympics it's my first winter, but i've been to a few summers. but my wife is a team leader for the u.s. skating...
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Feb 6, 2018
02/18
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he's outstanding but what macy's has done and bloomingdale's has done in the last couple years. they were aggressive about closing stores we saw it, so two and a half years ago, we took aggressive actions. they closed 20% of their physical stores. that was the right thing to do they're already the fifth largest internet company in america. they already have that so getting the supply and demand right is key that hasn't been dut yet and that still has to work its way out. >> you did a lot of deleveraging a lot of companies borrowed a lot because money was so cheap you didn't have that choice, but what do you think the world is ready for right now if interest rates start going back up? >> i have been at this for a while. i watched from the sideline. i was running neiman marcus at the sideline, but i watched from the sideline a healthy company taken over and go bankrupt within one year. highly leveraged then macy's bid for part of the federated stores, pay too much and ultimately went bankrupt i came back to federated and six months later, we bought macy's because they were bankrup
he's outstanding but what macy's has done and bloomingdale's has done in the last couple years. they were aggressive about closing stores we saw it, so two and a half years ago, we took aggressive actions. they closed 20% of their physical stores. that was the right thing to do they're already the fifth largest internet company in america. they already have that so getting the supply and demand right is key that hasn't been dut yet and that still has to work its way out. >> you did a lot...
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Feb 26, 2018
02/18
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many retailers, macy's, kohl's, gap, jcpenney. >> and let's talk about what that means for the markets now joining its, art hohogan good morning, art. where do we sit, 4% off the highs of the major u.s. indexes. it's one month to the day since the all-time highs january 26th. market is comparing itself with one eye on what the bond market is going to do where do you actually see us in terms of field position? >> it's been a tale of two markets, right we had the first two weeks into the january peak where nothing could go wrong we were jumping into stocks trying to figure out what a new tax program was going to look for earnings in 2018 then all sorts of great things, all of a sudden, it wasn't, right? then we started to get concerned with inflation and yield and that probably got overblown. but now a 10% correction and now, we've retraced about 60% of that which is exactly what we're supposed to do. i think we're in no man's land unfortunately. there's a tug-of-war going on right now, where fundamentals remain extremely strong. earnings up. the fundamental data continues to improve we'
many retailers, macy's, kohl's, gap, jcpenney. >> and let's talk about what that means for the markets now joining its, art hohogan good morning, art. where do we sit, 4% off the highs of the major u.s. indexes. it's one month to the day since the all-time highs january 26th. market is comparing itself with one eye on what the bond market is going to do where do you actually see us in terms of field position? >> it's been a tale of two markets, right we had the first two weeks into...
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Feb 15, 2018
02/18
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. >>> big names like macy's, jcpenney and nordstrom are up big this week. >>> and more golden moments for team usa as the winter games heat up. we're live in pyeongchang with an update. it's wednesday, februa it's thursday, february 15, 2018 you're watching "worldwide exchange." good morning welcome to "worldwide exchange" on cnbc. i'm seema mody >> i'm dominic chu let's check the global markets we're seeing a bit of positivit positivity >> optimism. >> as everything stands now, we'll see a triple digit gain to start the day for the dow. the s&p slated to open up by 20 points the nasdaq up by 57, 58 points the ten-year treasury note yield, very much a focus for traders. it has been arguably one of the biggest drivers in action no matter what asset class you're talking about. interest rates at 2.92%. we're trending up towards that psychologically maybe significant round number if you will of 3% we'll keep an eye on that as we look at producer prices which come out today and oil prices, wti crude about $60.97 about a half percent to the upside ice brent crude futures, those prices about
. >>> big names like macy's, jcpenney and nordstrom are up big this week. >>> and more golden moments for team usa as the winter games heat up. we're live in pyeongchang with an update. it's wednesday, februa it's thursday, february 15, 2018 you're watching "worldwide exchange." good morning welcome to "worldwide exchange" on cnbc. i'm seema mody >> i'm dominic chu let's check the global markets we're seeing a bit of positivit positivity >>...
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Feb 23, 2018
02/18
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nordstrom is in better malls than macy's and better at service. sales are still going up this is a stock up to 90 bucks at -- two, three years ago so it's still on sale i think the family that used to be private, the family saying, we're going to take it private and keep it for ourselves. >> you don't dismiss them at all out of hand like a lot of people do. >> i wouldn't go near the -- and my reasons are - >> go near >> retail stocks in general. i'm not talking about walmart. the question i ask yourself as an investor is who will be around 10, 20 years from now that's how i look at it. in the interim you can make money quarter to quarter if you play earnings right because a lot of these stocks will have a bounce sears went through the last ten years where if you held a short position you would have made a killing. but in any given quarter you could have lost money. we know walmart will be around 10, 15 years from now. we know home depot will be around i don't know about kohl's. can you say with great conviction they'll be here 20 years from now i
nordstrom is in better malls than macy's and better at service. sales are still going up this is a stock up to 90 bucks at -- two, three years ago so it's still on sale i think the family that used to be private, the family saying, we're going to take it private and keep it for ourselves. >> you don't dismiss them at all out of hand like a lot of people do. >> i wouldn't go near the -- and my reasons are - >> go near >> retail stocks in general. i'm not talking about...
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Feb 13, 2018
02/18
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the stock around 24.60, he came piling in, bought 10,000 of the 25 calls that's not a huge move for macy's, but nonetheless 10,000 options is a million share equivalent, so somebody is looking for a relatively short-term move because these were march options again, not a home run, but probably hitting for a single here with this one, and they swung pretty hard with that block. >> pete, what about you? >> i'm taking an eye at u.p.s. it's really interesting. this was $135 the start of january, it dropped down to 127 when we got to february. all the way down to 102. i already own it at a much higher level, around 120, i like this company, i like what they dlimpd, i see some option activity everybody 107s, 108s, 109s, 110s, all expire on friday this is only a couple days that people are looking at. we know activists are around, but it's the 108s that stand out. by the way, as i was sitting here, somebody reached out into march, the 115 calls, and they bought a couple thousand of those as well. so some pretty interesting accumulation they're, a lot of it is very short term. some of it out in ma
the stock around 24.60, he came piling in, bought 10,000 of the 25 calls that's not a huge move for macy's, but nonetheless 10,000 options is a million share equivalent, so somebody is looking for a relatively short-term move because these were march options again, not a home run, but probably hitting for a single here with this one, and they swung pretty hard with that block. >> pete, what about you? >> i'm taking an eye at u.p.s. it's really interesting. this was $135 the start of...
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Feb 28, 2018
02/18
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department stores, macy's had a good report. it was interesting what they said about january january comps were you were 3% they sold a lot of clearance inventory and/or bought less what does it mean for t.j. maxx or your business do you not have the inventory to get to the typical overstock stores >> a lot of the products when you walk into them are manufactured overstocks. manufacturers are keen that there is a major section of retail these days. a lot of goods are made with that consumer in mind. >> if you are going to the outlets and this shocks people, but a lot of that inventory, merchandise was made specifically for the outoutlet it's not necessarily overstock left over from a retailer. >> it's a hybrid of both sometimes you find overstock manufacturers run lean these days because inventory is money. cash is king but a lot of the products are manufactured specifically for those retailers. indicative of t.j.'s numbers today and other retailers it's working. the formula is a success for the manufacturer and the retailer. >>
department stores, macy's had a good report. it was interesting what they said about january january comps were you were 3% they sold a lot of clearance inventory and/or bought less what does it mean for t.j. maxx or your business do you not have the inventory to get to the typical overstock stores >> a lot of the products when you walk into them are manufactured overstocks. manufacturers are keen that there is a major section of retail these days. a lot of goods are made with that...
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Feb 28, 2018
02/18
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tjx, macy's, ross, ulta and others ldi teanghe charge. we'll get stop trading with jim after a short break. i'm not really a wall street guy. what's the hesitation? eh, it just feels too complicated, you know? well sure, at first, but jj can help you with that. jj, will you break it down for this gentleman? hey, ian. you know, at td ameritrade, we can walk you through your options trades step by step until you're comfortable. i could be up for that. that's taking options trading from wall st. to main st. hey guys, wanna play some pool? eh, i'm not really a pool guy. what's the hesitation? it's just complicated. step-by-step options trading support from td ameritrade >>> let's get to jim and stop trading. >> okay. so celgene, not that long ago, tried to diversify away and bought a company, one of the reasons was for this ozamamine which had autoimmune, they really got shut down yesterday on this multiple sclerosis indication so people are starting to say, well, maybe this was a big overpay of $7.2 billion in july of 2015. it's sure looking
tjx, macy's, ross, ulta and others ldi teanghe charge. we'll get stop trading with jim after a short break. i'm not really a wall street guy. what's the hesitation? eh, it just feels too complicated, you know? well sure, at first, but jj can help you with that. jj, will you break it down for this gentleman? hey, ian. you know, at td ameritrade, we can walk you through your options trades step by step until you're comfortable. i could be up for that. that's taking options trading from wall st....
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Feb 20, 2018
02/18
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so where has the buying been a lot of the big names, wrand names you might expect, check out macy's a beaten down retailer, a lunger term downtrend for some of these, but macy's stop is up 13% since the march 9th intraday lows for those individual shares semi-conductors, a hot sector today. up 15% nvidia shares since its lows on march 9th. apple, maybe no surprise there, one of those stocks that investors have looked for a discount on. it's up now 16% from its lows. amazon.com, also on that shopping list. up 17% since its february 9th lows then netflix,kind of the faang theme you can see going on up 20% since then. just to put things in perspective, with 130 stocks that are up 10% plus, you wonder whether or not some of the same names would go back on shopping lists if there was another pullback that's something we'll keep an eye on for sure. >> thank you dom chu. >> some stocks have had a nice comeback, there are plentythat are off their highs. where are the value plays in this volatility. let's bring in david and ron, president and ceo of rdm financial group. ron, i'll start it off
so where has the buying been a lot of the big names, wrand names you might expect, check out macy's a beaten down retailer, a lunger term downtrend for some of these, but macy's stop is up 13% since the march 9th intraday lows for those individual shares semi-conductors, a hot sector today. up 15% nvidia shares since its lows on march 9th. apple, maybe no surprise there, one of those stocks that investors have looked for a discount on. it's up now 16% from its lows. amazon.com, also on that...
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Feb 20, 2018
02/18
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macy's was one of those stocks cited. it had given up a lot during this, here it is under pressure and it will be interesting to see what sort of pressure walmart has across the board on retail this morning. >> not a lot of research out this morning, city does go to sell on snap price target is 14 bucks the argument is there is a significant jump they say in negative review of the app because of redesigned that was pushed out users decline in engagement and there is the added news that beagle sold about $15 million worth of stocks next week. >> that benefited better than expected numbers and moved up sharply at 38% when you mention snap, you have to mention facebook, well, you don't have to but you may want to take a look at it it is weaker today it is not incredible strength in technology the continued questions and focus on facebook's impact on the election and russian trolls, front page of "the new york times" today and indictment of mueller last week and some conferences and mr. goldman sort of coming out and did not
macy's was one of those stocks cited. it had given up a lot during this, here it is under pressure and it will be interesting to see what sort of pressure walmart has across the board on retail this morning. >> not a lot of research out this morning, city does go to sell on snap price target is 14 bucks the argument is there is a significant jump they say in negative review of the app because of redesigned that was pushed out users decline in engagement and there is the added news that...
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Feb 27, 2018
02/18
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auto zone, macy's report before the bell after the close we will hear from square, workday, etsy, weight watchers, booking holding. the fed will be front and center as jerome powell testifies before the house financial services committee it's his first public appearance before congress since taking over as fed chair. cnbc will have full coverage of the testimony starting right here at 10:00 a.m. eastern >>> still ahead on "worldwide exchange," palo alto pops, fitbit flops, the good, the bad, the ugly in today's trade. >>> and later, 50 fesses up. what he said about bitcoin that is getting buzz today. the tadeils when "worldwide exchange" returns. your top-rated thing. that five stars, two thumbs up, 12-out-of-10, would recommend thing. because if you only want the best thing, you get the #1 thing. directv is rated #1 in customer satisfaction over cable. switch now and get a $200 reward card. more for your thing. that's our thing. call 1.800.directv yes or no?gin. do you want the same tools and seamless experience across web and tablet? do you want $4.95 commissions for stocks, $0.50 opti
auto zone, macy's report before the bell after the close we will hear from square, workday, etsy, weight watchers, booking holding. the fed will be front and center as jerome powell testifies before the house financial services committee it's his first public appearance before congress since taking over as fed chair. cnbc will have full coverage of the testimony starting right here at 10:00 a.m. eastern >>> still ahead on "worldwide exchange," palo alto pops, fitbit flops,...
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Feb 21, 2018
02/18
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and macy's, apart from that, not sure i think over time they tend to resolve themselves and investors focus on growth and profitability, management, solid governance is what i look for in these names. >> elly, you have a number of consumer and e-commerce in your portfolio. wondering your take on the walmart quarter. the stock really took a dive yesterday and there are a number of companies it seems that aren't living up to perhaps the investor's early hopes on what they would become. some of them seem to have trouble growing beyond the initial enthusiastic customer base what's your take on walmart and for everybody not aemmazon? >> that's the age old conversation they tend to be the topic of conversation in different board rooms. you see the effects of what they do, buying whole foods we look at it on a macro level things that i am spending every day in at the early stage are relevant to these things usually in a few years so walmart, tough quarter. overall being aggressive making the right moves interesting to see how the companies will react we'll see more m and a which for us is go
and macy's, apart from that, not sure i think over time they tend to resolve themselves and investors focus on growth and profitability, management, solid governance is what i look for in these names. >> elly, you have a number of consumer and e-commerce in your portfolio. wondering your take on the walmart quarter. the stock really took a dive yesterday and there are a number of companies it seems that aren't living up to perhaps the investor's early hopes on what they would become. some...
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Feb 16, 2018
02/18
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still ahead, some mall madness big name retailers like macy's, jcpenney's and kohl's. >> the crude comeback, what's next for the ergney market we are drilling down when "worldwide exchange" returns your brain is an amazing thing. but as you get older, it naturally begins to change, causing a lack of sharpness, or even trouble with recall. thankfully, the breakthrough in prevagen helps your brain and actually improves memory. the secret is an ingredient originally discovered... in jellyfish. in clinical trials, prevagen has been shown to improve short-term memory. prevagen. the name to remember. sure. mom,what's up son?alk? i can't be your it guy anymore. what? you guys have xfinity. you can do this. what's a good wifi password, mom? you still have to visit us. i will. no. make that the password: "you_stillóhave_toóvisit_us." that's a good one. [ chuckles ] seems a bit long, but okay. set a memorable wifi password with xfinity my account. one more way comcast is working to fit into your life, not the other way around. >>> welcome back retail stocks have been on a terror jcpenneys up 10% no
still ahead, some mall madness big name retailers like macy's, jcpenney's and kohl's. >> the crude comeback, what's next for the ergney market we are drilling down when "worldwide exchange" returns your brain is an amazing thing. but as you get older, it naturally begins to change, causing a lack of sharpness, or even trouble with recall. thankfully, the breakthrough in prevagen helps your brain and actually improves memory. the secret is an ingredient originally discovered......
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Feb 13, 2018
02/18
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evil or he's richard simmons what i mean by that is either he's cutting your throat like he did to macy's and barnes & noble or he's getting everyone in shape the way it seems like walmart and target and kroger and now walgreens are all getting in shape because of what he's doing >> bill, i, first of all, love your analogies never fail to disappointment. >> still working on richard simmons. >> but we're talking about major changes. when you have cvs and aetna getting together, when you have walgreens maybe deepening its relationship with amerisourcebergen, these are big, big, big bets to be making. do you think these companies are getting themselves into the right shape by pursuing these deals? >> the first thing to understand is the profit -- the after-tax profit margin at amerisourcebergen is tiny. the old adage in other business for jeff bezos is your profit margin is my opportunity, so this whole idea that doing the things that buffet and dimon and bezos talked about are going to have some huge impact on the cost of health care, in our opinion, is fairly ridiculous. willie sutton robs
evil or he's richard simmons what i mean by that is either he's cutting your throat like he did to macy's and barnes & noble or he's getting everyone in shape the way it seems like walmart and target and kroger and now walgreens are all getting in shape because of what he's doing >> bill, i, first of all, love your analogies never fail to disappointment. >> still working on richard simmons. >> but we're talking about major changes. when you have cvs and aetna getting...
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Feb 6, 2018
02/18
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when i think retail i think i'm going the macy's, walmart, home depot when in fokt fact those are not the components this eft. doesn't mean it is a bad eft in fact it's diverse but what is in here, shutter fly netflix. netflix? well, maybe. cole's that's the point know what's inside the eft and that'sor wk you should do on your own before you by. >> and that's one to grow on up next, final trade today, the new new york is ready for take-off. we're invested in creating the world's first state-of-the-art drone testing facility in central new york and the mohawk valley, which marks the start of our nation's first 50-mile unmanned flight corridor. and allows us to attract the world's top drone talent. all across new york state, we're building the new new york. to grow your business with us in new york state, visit esd.ny.gov. >>> pete, final trade. >> goim. >> baba is oversold. get in there. >> stay with intel. >> alibaba, intel. guy adami? >> make you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "m
when i think retail i think i'm going the macy's, walmart, home depot when in fokt fact those are not the components this eft. doesn't mean it is a bad eft in fact it's diverse but what is in here, shutter fly netflix. netflix? well, maybe. cole's that's the point know what's inside the eft and that'sor wk you should do on your own before you by. >> and that's one to grow on up next, final trade today, the new new york is ready for take-off. we're invested in creating the world's first...
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Feb 26, 2018
02/18
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macy's. you think about that we're talking bay company less than 10 billion market cap. huge real estate interest as well. mr. buffett could come in and put his seal of approval and maybe dress up as santa claus this year and that sucker goes from 27 to 40 like that. >> would that be the only reason why it goes from 27 to 40? because mr. buffett bought it? >> good question. >> seems to have turned the corner. their holiday season wasn't a disaster. this blue mercury stuff isn't ridiculous and there's a chance that the stock will trend high -- >> did you buy that shirt there? >> did you buy that shirt there? >> would that be a good thing or bad thing? >> i brought out a new shirt. it's a great shirt. >> it's a nice shirt. it looks like it comes -- >> that's good. >> it's always so good to deliver that one. >> it never fails. >> there's one thing we know he likes and that is apple and so do options trader. dan's going to break down the options action. >> in apple today, call volume was one and a half times. the calls and puts but the most active strike was the march 2nd we
macy's. you think about that we're talking bay company less than 10 billion market cap. huge real estate interest as well. mr. buffett could come in and put his seal of approval and maybe dress up as santa claus this year and that sucker goes from 27 to 40 like that. >> would that be the only reason why it goes from 27 to 40? because mr. buffett bought it? >> good question. >> seems to have turned the corner. their holiday season wasn't a disaster. this blue mercury stuff...
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Feb 20, 2018
02/18
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until you get reports from kohl's, target, macy's -- >> i thought we had to wait until sears drops the bomb to get retail. >> you do. and i'm telling you, i'm telling you, you don't have enough information to get the retail numbers. >> even home depot posted an amazing quarter. they are not selling the same thing. you have to think about marges, and we're getting data points that margins are not robust. >> i agree with you, steph why are we arguing i agree with you, but we are not getting the full picture until the end of next week. >> you don't have to step in to buy walmart today. >> why are we arguing? we are saying the same thing. >> i'm buying at 85. still long on walmart. it's a consumer staple why we don't know that and the question is it has a premium multiple do you believe the multiple it gets right now because of the information today, does it maintain that multiple that doesn't have a problem >> all right i have a problem if we don't get to michelle caruso-cabrera with the headlines. >>> thank you so much. here's what is happening at this hour, 1,000 students from west boca
until you get reports from kohl's, target, macy's -- >> i thought we had to wait until sears drops the bomb to get retail. >> you do. and i'm telling you, i'm telling you, you don't have enough information to get the retail numbers. >> even home depot posted an amazing quarter. they are not selling the same thing. you have to think about marges, and we're getting data points that margins are not robust. >> i agree with you, steph why are we arguing i agree with you, but...
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Feb 12, 2018
02/18
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. >> vf means the inventories are lean at the macy's in the world. costco had a good number last week walmart continues to do well i just really, really think that that's the group that people say, wait a second, this is a domestic company it's a big beneficiary if the dollar goes up, big deal. if the rates go up, it doesn't really impact employment, which is what they are correlated with so watch that group. it's a good one. >> meanwhile, rates are going down and tech stocks are doing okay >> the shopping center, david, don't look at it, please it will upset you. >> it will >> it's like black mirror season six. i'm watching kimco. >> that black mirror is deeply disturbing. >> i have had nightmares >> we have been watching a few of those >> but it's fantastic. wow. what do you have on "mad money"? >> curling >> oh, yeah, right, curling. you doing the curling out there? >> no, i'm going to be hurling while they are doing curling because my show is off i miss my show >> there's a cult following for curling, you know that >> there's a cult following for
. >> vf means the inventories are lean at the macy's in the world. costco had a good number last week walmart continues to do well i just really, really think that that's the group that people say, wait a second, this is a domestic company it's a big beneficiary if the dollar goes up, big deal. if the rates go up, it doesn't really impact employment, which is what they are correlated with so watch that group. it's a good one. >> meanwhile, rates are going down and tech stocks are...
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Feb 14, 2018
02/18
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department stores, macy's up 3%, kohl's up 2.5% specialty players are up, urban outfitters up 5% higher prices are being toler e tolerated by shoppers, and for retail, that's a good thing. kelly? >> they are loving it, thank you. inflation fears spooking the market a little bit, but now the dow is up, so who knows. an array of things could be keeping inflation in check like robots taking jobs, keeping wages down, global competition, online shopping, and it's the era of low inflation really over >> let's talk about it now with observers of that, julia coronado is here at post nine, and also with us, chris, managing director and chief financial economist at mufg union bank good to see you both julia, what do you think, globalization and technology kept inflation low all these years? >> yes, they have. >> is that era over? >> no. it is not over, and, in fact, what was started in the good sector, online shopping in retail, it's now rotating to the services sector. think about what uber and air bnb and what service apps do, the does ripisruption is ongoing there's some cyclical upward pressu
department stores, macy's up 3%, kohl's up 2.5% specialty players are up, urban outfitters up 5% higher prices are being toler e tolerated by shoppers, and for retail, that's a good thing. kelly? >> they are loving it, thank you. inflation fears spooking the market a little bit, but now the dow is up, so who knows. an array of things could be keeping inflation in check like robots taking jobs, keeping wages down, global competition, online shopping, and it's the era of low inflation...
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Feb 28, 2018
02/18
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nearly 7% after the better results, booking holdings same thing, advanced auto parts rebounding, and macy's up two, what do you think? >> massive amount of market on close orders, but the problem started earlier in the day i want to show you oil here. we got the weekly oil inventory numbers, not a market mover, but this time it was came out much bigger build than expected oil dropped to 1030, and market fell apart, not just oil, but the overall market s&p 500 drifted lower. better when oil recovered in the middle of the day, but once oil dropped after 2:00 again, the market fell apart again. the bigger problem i mentioned was market on close orders that was a major issue these are orders mostly for mutual funds at the close for traders needing a buy/sell stock for the close in the mutual funds, and it was very large numbers, 3 billion dollars normally, billion dollars or so, you don't worry about it too much, but you go over a billion and buy or sell, that moves markets, and that's what happened why do people settle some felt they took performance off the table for the month. some people in
nearly 7% after the better results, booking holdings same thing, advanced auto parts rebounding, and macy's up two, what do you think? >> massive amount of market on close orders, but the problem started earlier in the day i want to show you oil here. we got the weekly oil inventory numbers, not a market mover, but this time it was came out much bigger build than expected oil dropped to 1030, and market fell apart, not just oil, but the overall market s&p 500 drifted lower. better...
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Feb 26, 2018
02/18
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macy's -- the daughter should know. >> it does stand for something. >> it's eye, lips, face and carter's reporting tomorrow, then lowe's -- >> we're done with carter's. >> what's that >> baby clothes. >> lowe's office depoet. thursday you can see there, kohl's, nordstrom and gap and best buy. is it good or bad we're moving into the retail phase? >> it's good. it'll give you signals about the consumer and good battleground stocks there. that's what retails always have. restorations a good example. >> it will tell us whether the death by amazon trade goes back on or not. that one is moved like a chunk. >> you basically had it since august or september. it's been straight up. >> we'll see what that means for those results. >>> we are back. "fast money" starts right now. live from the nasdaq market. we're looking i'm melissa lee. tonight on fast we are back and so is the crypto rally as bitcoin and other currencies search today. something just happened that could add more fuel to the fire. we'll be here on set. the oracle of omaha speaks and we listen. what is warren buffett buying right now
macy's -- the daughter should know. >> it does stand for something. >> it's eye, lips, face and carter's reporting tomorrow, then lowe's -- >> we're done with carter's. >> what's that >> baby clothes. >> lowe's office depoet. thursday you can see there, kohl's, nordstrom and gap and best buy. is it good or bad we're moving into the retail phase? >> it's good. it'll give you signals about the consumer and good battleground stocks there. that's what...
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Feb 7, 2018
02/18
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tribune" and the stock is up and hasbro is jumping despite an earnings miss l brands, under armour, macy's nordstrom up and steve wynn steps down, we'll have more on that, the stock is higher by more than 8% dominic chu has more >> as we talk about softbank a company that made for itself investing in tech and telecom, some dow jones headlines coming out stating that softbank group is in advanced talks to buy a stake in swiss re, a large european-based re-insurance company. they are citing sources familiar, softbank could purchase as much of a third of the swiss reinsurance giant which has a market value around $33 billion right now. we can tell you that swiss re shares are listed in trade in europe obviously they're closed right now. one of the more thinly traded depository receipts traded here on the over-the-counter markets in the united states is up by about the%, 10% in a thin trade again, but certainly some headlines we're going to watch as softbank really gets into perhaps a business that's not exactly tech or telecom related at all back to you. >> dominic thank you very much >>> in
tribune" and the stock is up and hasbro is jumping despite an earnings miss l brands, under armour, macy's nordstrom up and steve wynn steps down, we'll have more on that, the stock is higher by more than 8% dominic chu has more >> as we talk about softbank a company that made for itself investing in tech and telecom, some dow jones headlines coming out stating that softbank group is in advanced talks to buy a stake in swiss re, a large european-based re-insurance company. they are...
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Feb 15, 2018
02/18
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>> it's not a macy's either. >> it's a business, i don't know, am i selling on amazon maybe it's a direct-to-consumer operation. >> you got to get the fragrance, first. what do we want the smell to be? >> i don't know. >> musky you love elon musk >> like and i lon musk >> i'm headed to - >> on that note. >> i'm legit >> i did that. >> on an airplane. >> thank you >> you got all your gadgets, chargers >> i see it in duty-free stores. >> see you everybody >> all right "squawk box" - cfa institute. (barry murrey) when you have a really traumatic injury,g) we have a short amount of time to get our patient to the hospital with good results. we call that the golden hour. evaluating patients remotely is where i think we have a potential to make a difference. (barry murrey) we would save a lot of lives if we could bring the doctor to the patient. verizon is racing to build the first and most powerful 5g network that will enable things like precision robotic surgery from thousands of miles away. as we get faster wireless connections, it'll be possible to be able to operate on a patient in a way that was just
>> it's not a macy's either. >> it's a business, i don't know, am i selling on amazon maybe it's a direct-to-consumer operation. >> you got to get the fragrance, first. what do we want the smell to be? >> i don't know. >> musky you love elon musk >> like and i lon musk >> i'm headed to - >> on that note. >> i'm legit >> i did that. >> on an airplane. >> thank you >> you got all your gadgets, chargers >> i see it...
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Feb 21, 2018
02/18
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max you know, value is where it's at i saw another study today that said that's where all the macy's customers have gone. they're doing fantastic. costco is fantastic. home depot, lowe's there are other people who have all the winds going with them that don't face that kind of battle walmart's still up 35% in a 52-week basis. >> sure. >> is that where you want to make your basis? >> i agree with all of that but t.j. max we'll have to come back and have that conversation. i think we're getting other done in the off price space i still like ross and burlington i think t.j. is becoming a low price department store and i think it's going to be tough for them to grow the business. we're seeing people to have to start to pull back we're seeing ralph want to pull back from the off price space. we're seeing michael kors pull back that will make it harder and harder they're still winning the game but i'm not a big t.j. max fan. >> as i used to tell my guys at target, don't ever bet against t.j. or walmart. they are so smart and they keep at it and they're perfect sis accide tent >> doug mcmil
max you know, value is where it's at i saw another study today that said that's where all the macy's customers have gone. they're doing fantastic. costco is fantastic. home depot, lowe's there are other people who have all the winds going with them that don't face that kind of battle walmart's still up 35% in a 52-week basis. >> sure. >> is that where you want to make your basis? >> i agree with all of that but t.j. max we'll have to come back and have that conversation. i...
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Feb 26, 2018
02/18
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manufacturing will be thursday and friday, consumer sentiment and stragglers -- not really including macy's, lowe's, kohl's cap and jcpenney >>> just out from ge, the company is adding three new directors. and thomas horton. this is the one where i said oh, boy, and former financial accounting standards board chairman leslie seidman. is might be sideman. however it's pronounced, becky we'll get back out to becky. i know you must have a book of ge questions for warren buffett today, becky >> there have been plenty of ge questions that come in >> from viewers and from you what do you think of that, a former person who ran the -- yeah, they need someone to come in in that. >> probably not a bad idea at this point >> fasb, a person who ran the fasb, maybe they can sift through the power systems and the pension issues that are -- who nose >> that's what these things are being rebooked warren's here. >> yeah, warren loved the ceo, gave a huge -- the former ceo. and remember that big sort of -- at a time when ge really needed buffett there, berkshire, in terms of saying that big investment, that h
manufacturing will be thursday and friday, consumer sentiment and stragglers -- not really including macy's, lowe's, kohl's cap and jcpenney >>> just out from ge, the company is adding three new directors. and thomas horton. this is the one where i said oh, boy, and former financial accounting standards board chairman leslie seidman. is might be sideman. however it's pronounced, becky we'll get back out to becky. i know you must have a book of ge questions for warren buffett today,...