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Oct 21, 2014
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with coke, for example, i think they do a great job with the share a coke campaign. i think it was a really authentic way for the brand rather than push marketing. they made the community a part of the conversation and they gave millennials an authentic way to engage with and connect to their brand. i think the question for brands like coke and mcdonald's with regards to the share a coke campaign is can they create an ongoing conversation or just these one off campaigns. >> nice to speak with you again. thanks. >>> thank you very much. which companies could potentially leap frog mcdonald's, coke and ibm and maybe take their place in the dow. dominic chu takes a look at potential names here. this is an interesting academic exercise. >> more than anything else it is one of speculation. nobody knows what will happen with the dow but we know some of the larger companies have nimbler companies nipping at the heels. let's take a look at big guys here. there is coke. $180 billion company. it is massive. here is the thing. they have grown net income profits on a five year co
with coke, for example, i think they do a great job with the share a coke campaign. i think it was a really authentic way for the brand rather than push marketing. they made the community a part of the conversation and they gave millennials an authentic way to engage with and connect to their brand. i think the question for brands like coke and mcdonald's with regards to the share a coke campaign is can they create an ongoing conversation or just these one off campaigns. >> nice to speak...
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Oct 21, 2014
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we knew coke had issues, too, didn't we? >> coke, this is totally no coke/pepsi. i am floored. coca-cola put out a bad quarter. it's a bad quarter. we are restructuring, we are restructuring. this is one that maybe it's like you can restructure dog food but they just won't eat it. >> do you think buffet should sell coke and ibm and buy harley? >> swap out of coke. he'll never do that. ibm, i don't know. if he is reading over that conference call, he is thinking to himself, you know what? i'm going to stick with this another quarter because maybe this is just ramen east recognizing the palmisano game plan to buy back stuck. it took great courage to admit it. maybe he gives pass on the next quarter. wow, ibm, the best thing about ibm was they have a relationship with apple and introducing 16 new products. they have something in security. they buy a lot of companies. they have no social, no mobile, no cloud, no interactivity. every one of those will say they are up double digits. the base of what they are up on is so small. is it cumulus cloud, i've got to get a weatherman. this i
we knew coke had issues, too, didn't we? >> coke, this is totally no coke/pepsi. i am floored. coca-cola put out a bad quarter. it's a bad quarter. we are restructuring, we are restructuring. this is one that maybe it's like you can restructure dog food but they just won't eat it. >> do you think buffet should sell coke and ibm and buy harley? >> swap out of coke. he'll never do that. ibm, i don't know. if he is reading over that conference call, he is thinking to himself, you...
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Oct 21, 2014
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coke is trading somewhere around 19 times. after today, it's even cheaper. i even bought some coke. my average price is about 4% higher. i actually bought it after the last pullback. and so around $40, the stock actually has very good support. this is a stock that rallied 10% into these numbers, and numbers that people thought were going to improve upon disappointing. >> it may not be broken, but the fix is going to take a long time. when you're talking north american bemplg sales, those have been on the decline for a decade. >> but markets are willing to hope and markets are willing to anticipate. and if given the choice between the two, you're looking at coke, which is a company that's doing all the wrong things and mons has clearly done all the right things. who has a better chance of changing? monster has further to fall. >> so the risk/reward on monster -- >> exactly. >> where do you stand, karen? >> i'm not sure. i just can't really get onboard. >> you cannot get onboard monster? >> by default. >> coke by default. but monster the stock has some giddy up. but i'm here with the
coke is trading somewhere around 19 times. after today, it's even cheaper. i even bought some coke. my average price is about 4% higher. i actually bought it after the last pullback. and so around $40, the stock actually has very good support. this is a stock that rallied 10% into these numbers, and numbers that people thought were going to improve upon disappointing. >> it may not be broken, but the fix is going to take a long time. when you're talking north american bemplg sales, those...
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Oct 1, 2014
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coke revising executive pay plan. how much credit do you deserve? >> i think wintergreen deserves the credit. he sat on his hands and we think he threw the principles out. >> you know, david, that if warren buffett didn't speak up the board they probably wouldn't have done anything and given you the heisman like before. >> well, i think it's a number of shareholders. once the s.e.c. filings came out, scott and kayla, we see there's widespread opposition and that the board, in fact, one of the board members made a statement that they had wide support and they didn't. >> david, when you look at the changes that the company made now roughly a third of the executive compensation made up of stock, the rest will be in earn-out and paid out with certain stock awards, if they meet performance goals, that's much different than 60% stock, does that make you happy? the makeup. >> kayla, i think it's a vague announcement that needs more particulars and a move in the right direction. it's coca-cola's public admission that the plan was a bad plan and that what th
coke revising executive pay plan. how much credit do you deserve? >> i think wintergreen deserves the credit. he sat on his hands and we think he threw the principles out. >> you know, david, that if warren buffett didn't speak up the board they probably wouldn't have done anything and given you the heisman like before. >> well, i think it's a number of shareholders. once the s.e.c. filings came out, scott and kayla, we see there's widespread opposition and that the board, in...
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Oct 21, 2014
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sales light at coke and mcdonald's. both moving lower in the premarket with another chipotle. >> another blowout quarter. apple beats on the top and bottom line. more ipads sold, fewer i pads. >> we have dow components. it's not just an earnings story. futures rising with chinese economic data and reports of stimulus measures in europe moving markets overnight. >>> coca-cola did report third quarter operating earnings 53 cents a share, in line with estimates. soda volumes did come in flat. coke sees currency head winds affecting full-year profits, announcing a cost-cutting program and achieving $3 billion in annual savings by 2019. the dollar, a seven-point head wind in q-4. that's the high end of expectations. >> north american down a quarter. down 1%. sparkling down net single digits and still down low single digits europe, latin america. a little bit better. it's a ghastly quarter. when people tell me there is a big mac row challenge to soft drink, i get uncomfortable. >> why? >> you are not supposed to stop drinking
sales light at coke and mcdonald's. both moving lower in the premarket with another chipotle. >> another blowout quarter. apple beats on the top and bottom line. more ipads sold, fewer i pads. >> we have dow components. it's not just an earnings story. futures rising with chinese economic data and reports of stimulus measures in europe moving markets overnight. >>> coca-cola did report third quarter operating earnings 53 cents a share, in line with estimates. soda volumes...
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Oct 22, 2014
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. >> coming up a coke and a frown. coca-cola's earnings showed people's tastes are changing but has the stock lost pop completely? or is there a dip to be bought? debating next. and energy may have recovered but oil still stuck in a rut. how low can it go ameriprise asked people a simple question: in retirement, will you outlive your money? uhhh. no, that can't happen. that's the thing, you don't know how long it has to last. everyone has retirement questions. so ameriprise created the exclusive.. confident retirement approach. now you and your ameripise advisor can get the real answers you need. well, knowing gives you confidence. start building your confident retirement today. . >>> welcome back. coca-cola may be a warren buffett favorite but the stock got slapped with a cell today. is this name poised for a pop? let's debate. log on to cnbc to vote. is coke a buy, sell or hold? let's debate it right on this desk. pete? >> i'd say hold under the circumstances of at least giving us a shot there. i'm not a bear or a bu
. >> coming up a coke and a frown. coca-cola's earnings showed people's tastes are changing but has the stock lost pop completely? or is there a dip to be bought? debating next. and energy may have recovered but oil still stuck in a rut. how low can it go ameriprise asked people a simple question: in retirement, will you outlive your money? uhhh. no, that can't happen. that's the thing, you don't know how long it has to last. everyone has retirement questions. so ameriprise created the...
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Oct 17, 2014
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pepper traded three to four turn discount to coke. i think it deserves to close the gap since it is 7.7% long term growth rate coca-cola is 3.3%. dps reports next thursday. if you can buy weakness before the quarter you can have a good trade. and you might give yourself a terrific entry point for new investment. while dr. pepper has had a terrific run i think the stock is worth buying into weakness especially since the company will be buying back its own shares with you. ed in rhode island. >> caller: how are you doing? >> real good. how about you? >> caller: i got one stock i want to ask you if i should buy, sell or hold. i like it. it is calmain. it went up to 96 and dropped back down and i'm starting to wonder if i should sell it. >> that stock went up on a short squeeze. i see very little growth to this company. we could have a big up week next week with some of these companies. i think i want you to trim it back or sell it. i don't like the long term for cal-maine foods. at a time when the market has been in a fizzy the doctor ha
pepper traded three to four turn discount to coke. i think it deserves to close the gap since it is 7.7% long term growth rate coca-cola is 3.3%. dps reports next thursday. if you can buy weakness before the quarter you can have a good trade. and you might give yourself a terrific entry point for new investment. while dr. pepper has had a terrific run i think the stock is worth buying into weakness especially since the company will be buying back its own shares with you. ed in rhode island....
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Oct 8, 2014
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coke is their activist. they saw what happened to pepsi with the whole thing, than will not let that happen to themselves. there's costs to be taken out of coke. moreover, there's a rational pricing environment now in the u.s. i think they are under charging for the products, a lot of inflation, competitors are following, i think they understand there's a low volume growth environment right now, and so they take that, reinvest to improve profits. >> so do we -- if we have to figure out whatted to do with these, do we care if they sell in the united states, care narcoti national, china, what do we think? >> top line perspective, look at ogranic growth. they don't care about the currency impact on the top line. bottom line, numbers have to come down clearly, currency's a problem for the international companies i follow. yeah, i think the international business drives the multiple. the per capita consumption rates are so much lower in the markets. coke has an amazing distribution network globally. there is a co
coke is their activist. they saw what happened to pepsi with the whole thing, than will not let that happen to themselves. there's costs to be taken out of coke. moreover, there's a rational pricing environment now in the u.s. i think they are under charging for the products, a lot of inflation, competitors are following, i think they understand there's a low volume growth environment right now, and so they take that, reinvest to improve profits. >> so do we -- if we have to figure out...
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Oct 25, 2014
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the biggest disasters on the week, disappoinments, ibm, coke, mcdonalds on the dow. i don't like large multinationals. >> in terms of the chart, which is worse, dow or s&p? >> big uptrends, breaks in trends, and rallies back to difficult levels. gets short this way or any other way is the right thing to do. >> good point about the disasters on the dow. >> well, that -- well, one of the things i don't like to do is diffuse bonds already going off, and that's why a lot have been. i think if you look at the spy, look at the s&p 500. if the market does crack, that's the barometer to look at, not the one where we've seen so much trouble. >> time for the final cord. carter? >> what we could have done is rally 120 points to where we should have down, down another 120, and rid of the comply sen si. now we just set the problem up again. >> i agree with him. everything he said. but i tell you this, if you have facebook and longing it, there's huge gains, look to hedge it with callers out to december. >> mike? >> i think stocks like apple are safe to hide out. the way to play i
the biggest disasters on the week, disappoinments, ibm, coke, mcdonalds on the dow. i don't like large multinationals. >> in terms of the chart, which is worse, dow or s&p? >> big uptrends, breaks in trends, and rallies back to difficult levels. gets short this way or any other way is the right thing to do. >> good point about the disasters on the dow. >> well, that -- well, one of the things i don't like to do is diffuse bonds already going off, and that's why a lot...
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Oct 22, 2014
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in the same old add coke, more restructuring and streamlining, zero base budgeting. thank you, jimmy carter. and warren buffett's favorite, more buy backs. but the analysts say it is a new beginning for a brand that's lost its way and doesn't know it. mire over yahoo!? when they look at the decisions she's facing in retro sfekt most important is to fix the relationship with japan and alibaba. they allowed yahoo! to back away from selling 122 million shares of ali baba on the day of the ipo. looks shrewd when you consider what a monster since it came public 40% ago. give her credit for keeping 122 million shares to participate in that move. one she's not getting credit for. people accuse her of spending like a drunken sailor. the only thing she spent like a drunken sailor on is yahoo!'s stock. buying 293 million shares at 26.37 per share. with yahoo! trading at $42 that was brilliant. pure genius. plus yahoo!'s stake is equal to the value of the company. at least pretax. she can monetize that in a more efficient way than people think. this stock is cheap. on top of it
in the same old add coke, more restructuring and streamlining, zero base budgeting. thank you, jimmy carter. and warren buffett's favorite, more buy backs. but the analysts say it is a new beginning for a brand that's lost its way and doesn't know it. mire over yahoo!? when they look at the decisions she's facing in retro sfekt most important is to fix the relationship with japan and alibaba. they allowed yahoo! to back away from selling 122 million shares of ali baba on the day of the ipo....
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Oct 26, 2014
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ibm and coke were examples. think about it. people talk about stock tickers market. i don't know exactly what that means, but stick with what works and cut losses on what's not. >> what it mean, and we talked about it before, is names like apple are a good place to hide out if the market is volatile and in distress. it works if the market goes up, those do well, and if the market is going down, they hold up better. they are not a hold and hope story which other stocks tend to be. they deliver results. look at other names, they hope something's going to happen, the companies deliver in the future. that's the first place when cracks start to emerge that people bail out. >> at the same time, if we are to believe the markets will go higher to year's end, isn't the natural tendency to go to more beta? go to the stocks that are smaller, beaten up, not the big cap tech names. >> there's a lot of broken stories. look at pandora, a darling in the beginning of the year, and now down 50% from the all-time highs. the story is over here, you know what i mean? picking a bottom in
ibm and coke were examples. think about it. people talk about stock tickers market. i don't know exactly what that means, but stick with what works and cut losses on what's not. >> what it mean, and we talked about it before, is names like apple are a good place to hide out if the market is volatile and in distress. it works if the market goes up, those do well, and if the market is going down, they hold up better. they are not a hold and hope story which other stocks tend to be. they...
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Oct 24, 2014
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, but i think coke will be around in 20 years. again, is it a good stock? there's a difference between is it a good stock or is it a good company or is it a good, you know, like just -- is it going to be here in 20 years. there's a big difference. would i think coke is a good stock for the next 20 years? i don't think so. but is it a good company? yeah. i don't know much more beyond that. >> the system to deliver whatever people are drink at whatever point in the future, you ought to be able to buy whatever. >> you think it should be a great business. >> if you manage it right. even b if people aren't drinking regular coke anymore. >> they might be drinking water. so sell the water. >> i think our perception of these names in the u.s. is very different than it is internationally. i think that's something to really keep in mind. if you believe in the international growth story, then companies like coke, mcdonald's, company with a lot of legs moving forward. our perception is different. our perception of coke is a sugary drink we do
, but i think coke will be around in 20 years. again, is it a good stock? there's a difference between is it a good stock or is it a good company or is it a good, you know, like just -- is it going to be here in 20 years. there's a big difference. would i think coke is a good stock for the next 20 years? i don't think so. but is it a good company? yeah. i don't know much more beyond that. >> the system to deliver whatever people are drink at whatever point in the future, you ought to be...
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Oct 24, 2014
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ibm was a good example of that, but coke was another example. when you think about it, people talk about stock tickers market. i don't know exactly what that means but stick with what's working and cut the losses on the ones that's not. >> i think what it means is that names like apple are actually a pretty good place to hide out if market's really volatile and in distress. it works. if the market's going up, those will do well, if it's going down, it will hold up a little bit better. they're not a hold 'em and hope story which some of these other types of stocks tend to be. they're actually delivering results. when you look at other names where everybody is sitting around hoping that something is going to happen that these will deliver at some point in the future, that's the first place where cracks start to emerge that people start bailing out. >> if we are to believe that the markets will go higher at year's end, isn't the natural tendency to go to where there's more data, so you're going to the stocks that are smaller that are more beaten up
ibm was a good example of that, but coke was another example. when you think about it, people talk about stock tickers market. i don't know exactly what that means but stick with what's working and cut the losses on the ones that's not. >> i think what it means is that names like apple are actually a pretty good place to hide out if market's really volatile and in distress. it works. if the market's going up, those will do well, if it's going down, it will hold up a little bit better....
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Oct 22, 2014
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that would be coke and mcdonald's. do we doubt those great companies are not going to figure it out. mcdonald's could come out with a 50% organic menu and would be right back to all-time highs. you talk about buying protection, this is not a time to go into buying treasuries because of the unfortunate situation in canada. >> the market, are you surprised that the market turned negative when this development occurred in canada, when the shootings started? >> quite honestly i was surprised because when the story started to break i didn't realize the story had the magnitude that it does. when we lost a couple of ticks on that i was shocked. clearly it is enough to dictate down side. the important thing to remember is that the market was having a difficult time making any moves higher after yesterday's spectacular move. so the normal course of action would be that it takes something off the table right now. >> you get the last word. go ahead. >> the s&p being down two handles right now given the last week that we have had
that would be coke and mcdonald's. do we doubt those great companies are not going to figure it out. mcdonald's could come out with a 50% organic menu and would be right back to all-time highs. you talk about buying protection, this is not a time to go into buying treasuries because of the unfortunate situation in canada. >> the market, are you surprised that the market turned negative when this development occurred in canada, when the shootings started? >> quite honestly i was...
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Oct 9, 2014
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one of the things i thought coke could do, when you get a favorable currency, does coke come in and go after the beverage business? there is an argument on a stand alone basis the beverage business is more vulnerable. others say that's fine. sink or swim on its own. my feeling is i think they'll stick with it because they can get further productivity from beverages. why spin it out and bottom from that standpoint. >> want to circle back on currencies. everybody has been told stay domestic. avoid companies where large portion of revenues come from overseas. you've got coke and pepsis at an all-time high. >> you've seen growth investors get more defensive. these are two single positions in the russell growth index. maybe that is a piece of it. both companies are talking, pepsi is delivering, coke talking about getting more productivity. these stocks have been big underperformers the last five years. it's a little bit of a catch-up now. >> good to see you, john. >> thank you. >> john faucher. >>> when we come back, the imf moved the markets cutting its global growth forecasts. ameriprise
one of the things i thought coke could do, when you get a favorable currency, does coke come in and go after the beverage business? there is an argument on a stand alone basis the beverage business is more vulnerable. others say that's fine. sink or swim on its own. my feeling is i think they'll stick with it because they can get further productivity from beverages. why spin it out and bottom from that standpoint. >> want to circle back on currencies. everybody has been told stay...
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Oct 22, 2014
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the problem for coke and mcdonald's and ibm those are related to secular and changes in technology and the diet. the younger generation doesn't like hamburgers the way i do. at the same time you have situations where management has to deal with that. it is going to take a while to turn those stocks around. we can't help but think with dividends attached to those for real value players if they believe in the managements they might want to get into the stocks now. >> you make an excellent point for the mom and pop investors when you have big household names like that not doing well it catches their eye because those are the names that they follow. >> we hope they would look further and look at the companies that are really delivering the goods. >> earnings you can manipulate. >> massage was the word i was going to use. >> jill, let's talk about massages. >> we are happy with the earnings season so far. and as your other guest said about two thirds of the s&p have reported and about 80% of them have beat estimates. good earnings, good profit growth and we are seeing some sales increases.
the problem for coke and mcdonald's and ibm those are related to secular and changes in technology and the diet. the younger generation doesn't like hamburgers the way i do. at the same time you have situations where management has to deal with that. it is going to take a while to turn those stocks around. we can't help but think with dividends attached to those for real value players if they believe in the managements they might want to get into the stocks now. >> you make an excellent...
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Oct 2, 2014
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i think it's remarkable what coke did. you know, they took something that had gone out to the public and they said did we really do this exactly the right way. they decided no. they didn't do it through gritted teeth or anything. and mel went to work. she talked to other companies as to what they've done. she talked to me. and she came up with something that was totally logical from a shareholder standpoint and from the standpoint of motivating employees. i tip my hat to her. and david is doing something else with his anatomy to her. >> warren, quickly, we did have a big drop in claims -- >> jobless claims just hit the wire. >> it's not the lowest we've seen, but it's gone the other way and is now firmly below the 300,000 mark. and that could be seen by the market as another good sign. >> 287,000. >> at the time you remember, i'm sure you have not forgeten there was criticism. there were people who wanted you to vote against it, to affirmatively say that you were upset about this. do you think now that the abstention helpe
i think it's remarkable what coke did. you know, they took something that had gone out to the public and they said did we really do this exactly the right way. they decided no. they didn't do it through gritted teeth or anything. and mel went to work. she talked to other companies as to what they've done. she talked to me. and she came up with something that was totally logical from a shareholder standpoint and from the standpoint of motivating employees. i tip my hat to her. and david is doing...
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Oct 21, 2014
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ibm, coke and mcdonald's, coke on pace for the worst day in years. look at that. down 6%. ibm down another 3.5. mcdonald's weaker after losses in the third quarter. for more on where the brands went wrong, joining the panel is michael kelly, the founder of unconventional partners and author of the book "all thumbs." i won't ask, michael, about the thumbs. what about the big brands, though? i kind of like the issue that herb raised here is the five-year plan a red herring for investors? >> well, when you start to reverse course it is for sure. i mean, you know, if you look at where coca-cola is, they are largely going to start refranchising their distribution and large measure added because they wanted to control the marketing. from my understanding. and so, now we're really reversing course on something and all part of a cost reduction effort, all part of getting rid of a very low margin business. labor costs are huge in distributi distribution. issues that go on. and that will, you know, really be the focus in 2015 along with their cost cutting but, you know, they have go
ibm, coke and mcdonald's, coke on pace for the worst day in years. look at that. down 6%. ibm down another 3.5. mcdonald's weaker after losses in the third quarter. for more on where the brands went wrong, joining the panel is michael kelly, the founder of unconventional partners and author of the book "all thumbs." i won't ask, michael, about the thumbs. what about the big brands, though? i kind of like the issue that herb raised here is the five-year plan a red herring for...
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Oct 1, 2014
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. >> coke is scaling back it's executive equity compensation plan. we also have a statement from ceo of winter green advisers who's been outspoken. equity compensation has been outrageous at coke and the board tried to sneak one past voters in april. the stock not doing much on the news. >> now that paypal and ebay are splitting up, wall street is ringing the cash register. analysts pulling their buy ratings for ebay but goldman sachs isn't. raising its price target. which side of the ebay trade to be on? and could the debt crisis be raising in car lots? and jane wells gets colorful comments from everyone's favorite las vegas billionaire. >> steve wynn comments on the billions invested around his properties and the one guy not doing anything with his part of the strip, carl icahn. we'll have that after the break. but what if you could see more of what you wanted to know? with fidelity's new active trader pro investing platform, the information that's important to you is all in one place, so finding more insight is easier. it's your idea powered by ac
. >> coke is scaling back it's executive equity compensation plan. we also have a statement from ceo of winter green advisers who's been outspoken. equity compensation has been outrageous at coke and the board tried to sneak one past voters in april. the stock not doing much on the news. >> now that paypal and ebay are splitting up, wall street is ringing the cash register. analysts pulling their buy ratings for ebay but goldman sachs isn't. raising its price target. which side of...
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Oct 24, 2014
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pure green mount is going to have coke branded products. now with the pepsi branded products it could help. it's rolling outlet in floridian markets next few weeks. >> and similar to green mountain. i do feel like the pepsicos and cokes of the world are happy to have them as an extra distribution test platform. why not try it. i actually have a soda stream and i like it. but for seltzer. not for the flavored stuff. it's kind of annoying. >> wouldn't you like to have -- no you wouldn't. >> i think you have to be a soda drinker and it is not going to taste exactly like the pepsi in stores. >> i've got more information on the actual flavors which you are now as a soda stream owner going to be able to get if you buy from big retailers like walmart. pepsi homemade. sierra mist. >> is pepsi never not cheap. i don't think the cost thing works that cleanly. >> but the technology. >> isn't the soda stream customer more likely to one migrating away from soda? sweet soda. >> perhaps. >> stock is moving. >> almost 20% now. we're still awaiting the news
pure green mount is going to have coke branded products. now with the pepsi branded products it could help. it's rolling outlet in floridian markets next few weeks. >> and similar to green mountain. i do feel like the pepsicos and cokes of the world are happy to have them as an extra distribution test platform. why not try it. i actually have a soda stream and i like it. but for seltzer. not for the flavored stuff. it's kind of annoying. >> wouldn't you like to have -- no you...
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Oct 10, 2014
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real strength and it seems like coke is it. >> thank you very much. oil definitely not it. continues to plunge. prices falling at as much as 5% alone down about 20%. prices now averaging $3.24 a gallon in the u.s. i saw some this morning around $2.91 around my house. it has enormous ramifications for the economy and community. what does low oil mean for the american economy? >> it means for consumers gas prices decline and puts money in their pockets perhaps at the right time. one thing economists look at is why prices are falling, if it is because demand is lower that can be a bad sign for growth. but the u.s. energy information administration seems to put the decline more on the supply side of the equation. you can see demand growing from about 1.2 million to 1.3 million. supply will outstrip demand here at home by about 300,000 barrels a day. the price decline looks to be a supply issue. the vast majority of u.s. consumers benefit from oil prices now that we are a big producer for oil there is a potential down side if prices get too low. over the past ten years you see t
real strength and it seems like coke is it. >> thank you very much. oil definitely not it. continues to plunge. prices falling at as much as 5% alone down about 20%. prices now averaging $3.24 a gallon in the u.s. i saw some this morning around $2.91 around my house. it has enormous ramifications for the economy and community. what does low oil mean for the american economy? >> it means for consumers gas prices decline and puts money in their pockets perhaps at the right time. one...
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Oct 23, 2014
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so i eventually see people who have a coke and they're like, you have to go outside now to drink a coke. i don't think it's secondhand smoke, but that's one of the things -- >> warren bust with his cherry coke is a genetically gifted man, then? >> exactly. oh, okay. i'm supposed to take viagra and drink avenue of being if i had to pro create. is that what they said yesterday? >>. >> not enough where you have a gut and you can't make it move. there was something else i saw recently that -- other air bags the wind bags are bad. move on here. your money, your vote, john harwood paying us a visit today with some of the key races that could impact capitol hill. we're both, you know, redskins fans, so we have that to talk about. great win on sunday. >>> and it turns out that ebola is bad for business. especially for texas health presbyterian in cladallas. the financial hit, next. ameriprise asked people a simple question: in retirement, will you outlive your money? uhhh. no, that can't happen. that's the thing, you don't know how long it has to last. everyone has retirement questions. so amer
so i eventually see people who have a coke and they're like, you have to go outside now to drink a coke. i don't think it's secondhand smoke, but that's one of the things -- >> warren bust with his cherry coke is a genetically gifted man, then? >> exactly. oh, okay. i'm supposed to take viagra and drink avenue of being if i had to pro create. is that what they said yesterday? >>. >> not enough where you have a gut and you can't make it move. there was something else i...
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Oct 24, 2014
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coke gapping down. netflix last week, amazon today. >> hang on, hang on. companies with specific problems. >> sure, yeah, no. yes, but, here's the thing, the market cap matter. they're wading in the s&p and ralph said small and mid cap lagging. this is a very difficult juncture for the market. >> ralph? >> yeah. you have other stocks like facebook and twitter and, you know, they're all doing well. i think -- i just think it was october. we got it out of the way. and the midterm election year, going to year end, the history suggests that it's very, very strong and guess what? next year is third year. president's term in office and usually very, very strong office. by the way, the republicans probably going to get the senate. in the midterm election so i think it looks good between now and year end. >> ralph, what you described is patterns in the market saying that's probably why we'll go higher, historical or whatever. do you get into the fundamentals of why last week was so scary and then negate them? are you able to look into the deep hole and say it's no
coke gapping down. netflix last week, amazon today. >> hang on, hang on. companies with specific problems. >> sure, yeah, no. yes, but, here's the thing, the market cap matter. they're wading in the s&p and ralph said small and mid cap lagging. this is a very difficult juncture for the market. >> ralph? >> yeah. you have other stocks like facebook and twitter and, you know, they're all doing well. i think -- i just think it was october. we got it out of the way. and...
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Oct 22, 2014
10/14
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i think that coke did a lot of things wrong. yet, mutar is loved. meyer, all i hear is she's got to go. the buyback -- remember, when she came in, in 2012, coca-cola and yahoo! were at the same price. yahoo! was at 15, goes to 42. coca-cola when she started was at 40, it goes to 39. she is cat called and hooted and negative, and he is loved and revered. >> a lot of price target increases on yahoo! today with a five in front of them. a lot of that is based on the assumption they can find a tax-efficient way to unload some asian assets, yahoo! japan among them. >> she said, look, i am a great steward of cash. why? because she comes in, alibaba and yahoo! japan had terrible relations. she points that out. she was able to renegotiate the agreement that allowed her to keep back 122 million of shares that she would have had to sell on the ipo, which obviously wasn't that good. people say now that it's no longer an alibaba story, how do you look at it? are you crazy? it's still a great alibaba story because it's blown through 100. in the meantime, she buys
i think that coke did a lot of things wrong. yet, mutar is loved. meyer, all i hear is she's got to go. the buyback -- remember, when she came in, in 2012, coca-cola and yahoo! were at the same price. yahoo! was at 15, goes to 42. coca-cola when she started was at 40, it goes to 39. she is cat called and hooted and negative, and he is loved and revered. >> a lot of price target increases on yahoo! today with a five in front of them. a lot of that is based on the assumption they can find a...
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Oct 1, 2014
10/14
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just to mention the big competitor, coca-cola is out with coke life. it's also taking a very measured approach here to the launch. only being released at the fresh markets in southern states right now after some debuts in the u.k. and argentina. also has stevia in it. the problem here, overarching problem for the industry, is soda sales have been in decline for the last nine years. people are increasingly worried about health. they're worried about obesity. studies have been increasingly linking these problems to sugary drinks and also diets are now falling faster than the overall carbon ated drinks category. so beverage giants are trying to keep up. they're trying to release new drinks with alternative sweeteners like stevia. back in 2004, splenda was the alternative. both coke and pepsi launched c2 and pepsi edge. they didn't go anywhere. now they're trying it out with stevia. it has to appeal to consumers. it has to taste sweet, be natural, be low calorie. this can is green. you get the really true, all-natural sense. >> it also says 60 calories a c
just to mention the big competitor, coca-cola is out with coke life. it's also taking a very measured approach here to the launch. only being released at the fresh markets in southern states right now after some debuts in the u.k. and argentina. also has stevia in it. the problem here, overarching problem for the industry, is soda sales have been in decline for the last nine years. people are increasingly worried about health. they're worried about obesity. studies have been increasingly...
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Oct 12, 2014
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so did coke and pepsi. yum brands missed. amazon.com is ready to open the first brick and mortar store. they will have the store ready in time for the holiday shopping season. that store front would also function as a mini warehouse. amazon had no comment on the report. >>> and walmart is eliminating health benefits for about 2% of its workers. the company says it's too spiff to provide health care for part-time employees who work less than 30 hours a week. rising health care costs are to blame. the dow had three straight moves this week. that was enough to induce vertigo in even some of the calmest investors. but is this a lot of noise, a long-awaited correction or a new run? joining us now is adam parker. he is the chief strategist, and thanks so much for coming in. >> thanks for having me. >> this is enough to make you sit up and pay attention. what do you think about the moves we've been seeing? >> i think people get nervous periodically. we saw a pretty big correction in 2011. but my general view is the s&p 500 doesn't u
so did coke and pepsi. yum brands missed. amazon.com is ready to open the first brick and mortar store. they will have the store ready in time for the holiday shopping season. that store front would also function as a mini warehouse. amazon had no comment on the report. >>> and walmart is eliminating health benefits for about 2% of its workers. the company says it's too spiff to provide health care for part-time employees who work less than 30 hours a week. rising health care costs are...
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Oct 6, 2014
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. >> and it's more than just coke. >> zico is 100% pure coconut water. >> 500 different brands to sati
. >> and it's more than just coke. >> zico is 100% pure coconut water. >> 500 different brands to sati
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Oct 2, 2014
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the executive compensation plan at coke. and in general in typical buffett fashion, don't buy for tomorrow or next week, for next month. buy for ten years, twenty years. even longer. >> le's saying he's hoping the stocks we just bought will go down tomorrow, will go down next. >> buyin
the executive compensation plan at coke. and in general in typical buffett fashion, don't buy for tomorrow or next week, for next month. buy for ten years, twenty years. even longer. >> le's saying he's hoping the stocks we just bought will go down tomorrow, will go down next. >> buyin
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Oct 7, 2014
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. >> someone on the staff yawns on mad money, i say go get me a soda or diet coke or something. i think i will. here is another -- i'm not kidding. it means sighing is even worse. here is another tweet that says jim, does the volatility -- it's about shares of companies, don't complicate it. own stocks for heaven's sake. next tweet says let me get this right, on wall street roll up the sleeves when cooking and cleaning get them down. you know what i like to dress up. that happened to be helen hailey's day off. it was mother's day, someone has to take up the slack on mother's day. it might as well be cramer. my eggs are good. let's go to the next tweet. i have a year left of college, what would you remit to for the senior year before hitting the books hard? have the time of your life. people think college is work. that is the best time of your life. don't waste it working. here is another tweet. this one says booyah from equador. keep them coming. let's stop because we're out of time. you know what? on the yawning guy, i got your picture, i know where you live, i'm coming for you
. >> someone on the staff yawns on mad money, i say go get me a soda or diet coke or something. i think i will. here is another -- i'm not kidding. it means sighing is even worse. here is another tweet that says jim, does the volatility -- it's about shares of companies, don't complicate it. own stocks for heaven's sake. next tweet says let me get this right, on wall street roll up the sleeves when cooking and cleaning get them down. you know what i like to dress up. that happened to be...
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Oct 23, 2014
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coke, ibm, procter and gamble, cisco, at&t today. are those just anecdotal? does there come a point you say there are big juggernauts that can't turn that are unable to cut it. are not places to invest? >> we think the macroenvironment is defined by stronger fundamentals. that brings you to consumer and domestically-focused companies. not global, industrial kind of large cap overseas revenues. what you want to look at is smaller retailers, smaller financial plays. like southwest which reported this morning. >> that has been the defining theme, stronger dollar, weaker oil prices. can you explain this relationship between the price of oil and s&p 500? the fact they seem to be increasingly correlated with oil as a leader. you would think lower oil prices is better for our domestic economy and should lead stocks higher. >> eventually it will. it will help with discretionary income. it does bode well over the long run. the general sense is oil prices have been falling out of bed because global activity or global growth has been decelerating. perhaps not here in th
coke, ibm, procter and gamble, cisco, at&t today. are those just anecdotal? does there come a point you say there are big juggernauts that can't turn that are unable to cut it. are not places to invest? >> we think the macroenvironment is defined by stronger fundamentals. that brings you to consumer and domestically-focused companies. not global, industrial kind of large cap overseas revenues. what you want to look at is smaller retailers, smaller financial plays. like southwest which...
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Oct 23, 2014
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coke cola. pepsi is doing well. ibm, hewlett-packard is doing well. there are companies in the same industry producing much better growth number. >> ken, would you agree? some say there's a generational shift going on in some of the big caps. >> i think blue chips get redefined. we don't know what the blue chips of the future may look like, but i think earnings are looking excellent this past quarter, and it's likely to continue for the next few months. >> it sounds like you still like the big caps. >> absolutely. keep in mind that big caps have one other factor that's been impeding them. that's global growth has been somewhat weak. they have more trouble getting out of the way of make roe economic conditions the as the situation improves and hopefully we see some ability -- they'll be able to grow their top lines even better. >> you like economically sensitive categories, such as? >> technology, consumer discretionary, industrials, ken made a great point. we know about the fact that currency is potentially a headwind, the thing that really resonates
coke cola. pepsi is doing well. ibm, hewlett-packard is doing well. there are companies in the same industry producing much better growth number. >> ken, would you agree? some say there's a generational shift going on in some of the big caps. >> i think blue chips get redefined. we don't know what the blue chips of the future may look like, but i think earnings are looking excellent this past quarter, and it's likely to continue for the next few months. >> it sounds like you...
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Oct 22, 2014
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but did coke and mccdonald's yesterday matter, as i said? >> and the day before, did ip about m matter? and ibm was down another 6 yesterday. >> these are singular issues. >> no, i decided that you -- >> you were agreeing with me now, in hindsight, looking backwards. >> with hindsight, 20/20 vision? >> and i do want to talk about something today. i don't know if we'll get a chance with ibm. i think he's selling. i think buffett is selling. i juflt want to pose a question. is he selling? a. b, is he just holing? or c, is he buying? is he buying more? we will find out. >> we'll find out soon enough. >> but there was a guy yesterday at credit suisse, did you see his price target? 1.25. it's absolutely clear, he made this investment in a -- he's not usually comfortable with. he's down half a billion right now. that's what he's losing, he's lose a billion and a half in the last two days. but from his entry point, he's down a half billion. i think he, a, looks done for buying it now, but he'll look even dumber if he just sits on this thing as it g
but did coke and mccdonald's yesterday matter, as i said? >> and the day before, did ip about m matter? and ibm was down another 6 yesterday. >> these are singular issues. >> no, i decided that you -- >> you were agreeing with me now, in hindsight, looking backwards. >> with hindsight, 20/20 vision? >> and i do want to talk about something today. i don't know if we'll get a chance with ibm. i think he's selling. i think buffett is selling. i juflt want to...
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Oct 23, 2014
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he bought ibm and coke. those are two stocks that are no longer blue chips. they haven't been quite a while. look at the performance. >> three quarters of the people voting now think that blue chips are not past their prime. >> i don't think blue chips are. i'm just saying these stocks on this list are not blue chips. >> dow stocks in general. they look at the performance. ibm year to date down 13%. united technology, and boeing, double digit. ge double digit. >> you have a good management team they will figure out it o. hon me t honey well two quarters ago. home depot. the ceos who've been around and now how to run operations if they are not having a good year or quarter i think they have a way to figure it out. >> quick lightning round. best blue chip to buy? >> i'd say apple because i continue to believe in the story. short-term i've been short here and there for pullbacks but i like the stock. >> not a member of the dow. some say it might be. >> might be. and we've always talked about they get about $365 in sales through itunes and apple stores and all th
he bought ibm and coke. those are two stocks that are no longer blue chips. they haven't been quite a while. look at the performance. >> three quarters of the people voting now think that blue chips are not past their prime. >> i don't think blue chips are. i'm just saying these stocks on this list are not blue chips. >> dow stocks in general. they look at the performance. ibm year to date down 13%. united technology, and boeing, double digit. ge double digit. >> you...
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Oct 23, 2014
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so we do think the long-term potential of coke cola is really positive. one of the things we are advising our clients to do right now is assemble a portfolio of stocks that you're not going to mind holding, even if the next recession does start tomorrow. we don't think it's going to happen, but coca-cola is paying a 3% dividend, and if somebody's portfolio was to correctly 10%, 20%, you know, not being forced to sell because of the fact that coca-cola is throwing off a 3% dividend is a very nice thing. it makes sudden feel comfortable. >> what's happened with the company and the stock of late makes you feel anything but. >> correct. >> trends are obviously changing, no denies that. people are drinking less soda. management has been a serious question, not a well-run company, at least in the minds of those who have opined on it as of late. are you looking past than that? >> what xwrer time to invest in a company when somebody else says it's a terrible place to put your money. that's a contrarian play. we do think some cost cutting is under way countrily at
so we do think the long-term potential of coke cola is really positive. one of the things we are advising our clients to do right now is assemble a portfolio of stocks that you're not going to mind holding, even if the next recession does start tomorrow. we don't think it's going to happen, but coca-cola is paying a 3% dividend, and if somebody's portfolio was to correctly 10%, 20%, you know, not being forced to sell because of the fact that coca-cola is throwing off a 3% dividend is a very...
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Oct 21, 2014
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on the dow it's as if investors have put aside ibm, coke and mcdonald's. they are the only three components in the red. every other is higher. >> and those are the stalwart american icons too. we talked about the s&p. that is going to be the story for the week because of how much earnings volume. but stoke noting still about 40 points below the 50 day moving average even though it's above the 200 day. so traders are watching for that 50 day no doubt. >> what's down and flat. arm holdings down more than 5% today. down 22% for the year. also we've got google which is just about flat today. interesting to look at that chart for the year so far it's down a bit. >> and not done with earnings season by a long shot. to the judge and the fast time money halftime report. >>> thanks so much. welcome to the halftime show. we are live in the heart of new york city at the robinhood investors conference. and boy do we have a big show over the next hour. coming up we are going to get investment ideas from some of the street's brightest minus. greenlight capital, keithmei
on the dow it's as if investors have put aside ibm, coke and mcdonald's. they are the only three components in the red. every other is higher. >> and those are the stalwart american icons too. we talked about the s&p. that is going to be the story for the week because of how much earnings volume. but stoke noting still about 40 points below the 50 day moving average even though it's above the 200 day. so traders are watching for that 50 day no doubt. >> what's down and flat. arm...
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Oct 23, 2014
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one thing remarkable is you saw coke blow it. ibm tanked and here the market just charges past that. these are the original blue chips and everyone is overlooking that. apple this is going to be a spectacular quarter for them. everybody is focused on that. they basically secretly increased prices by a hundred or two hundred dollars on the iphone. and suddenly all of that is on the bottom line. so already you can feel the speculation and now the only question with apple is is it just a one or two quarter cycle story? >> on the broader market are you going to now shelf your call for serious pain? >> no. still the analysis holds which i don't think it is different this time. i think the century long data of valuations, looking at another cyclically adjusted basis suggests that returns are going to be lousy for the next ten years. as i've always said, unfortunately it doesn't help with timing but the market for to suddenly drop 30 percent over a year or two or maybe quicker nobody should be surprised. >> shipping is about to get more
one thing remarkable is you saw coke blow it. ibm tanked and here the market just charges past that. these are the original blue chips and everyone is overlooking that. apple this is going to be a spectacular quarter for them. everybody is focused on that. they basically secretly increased prices by a hundred or two hundred dollars on the iphone. and suddenly all of that is on the bottom line. so already you can feel the speculation and now the only question with apple is is it just a one or...
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Oct 21, 2014
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same thing with mcdonald's and coke in my view. more competitive, more alternatives. the business models are stale. they can't grow like before. lux jim cramer said today they have to do something bold. he was talking about buying maybe green mountain. he's right. they have to change how they are looking at the world. i wouldn't buy here i'd wait for the changes. >> to your point, coca-cola, not a well-run company. >> it hasn't executed. and neither has mcdonald. neither one. so that to me is like old tech that is old food, old consumer products. you have chipotle. new consumer products, they are executing. they had a rough quarter because of the fears of cost inflation. >> but their comps. pete. give me a comment on chipotle. there is a clear distinction. josh brown made the point on a number of occasions there are a clear distinctions as to where consumer tastes habits and dollars are going. winners and losers. and we saw it yet again. >> and chipotle still a winner but the only thing a negative we took away was the forecast going forward, can they sustain this grow
same thing with mcdonald's and coke in my view. more competitive, more alternatives. the business models are stale. they can't grow like before. lux jim cramer said today they have to do something bold. he was talking about buying maybe green mountain. he's right. they have to change how they are looking at the world. i wouldn't buy here i'd wait for the changes. >> to your point, coca-cola, not a well-run company. >> it hasn't executed. and neither has mcdonald. neither one. so...
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Oct 7, 2014
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coke is now trading at the highest level since 1998 in case anyone couldn't do the math. >>> here is a big story. new developments at this hour that we brought to you more than a year ago on cnbc and on "street signs" in particular having to do with major problems within department of veterans affairs. i want to say first off, a lot of people don't realize you used to work on our show and worked with each of us. you and i worked on a mini documentary on this. you have killed it, busted your butt for the veterans. awesome job. you don't get enough credit. >> thank you, guys. it is always nice to follow up on it. the latest headlines are that v.a. posing actions against inappropriate behavior and why reporting matters. we have seen the track record with the v.a. where they say they are taking action against somebody and find out that that very person announced his or her retirement or resignation weeks or months before that. >> or is getting a bonus. >> which happened at the hospital in pittsburgh. >> it is sickening. >> that official on top of everything was allowed to retire with a h
coke is now trading at the highest level since 1998 in case anyone couldn't do the math. >>> here is a big story. new developments at this hour that we brought to you more than a year ago on cnbc and on "street signs" in particular having to do with major problems within department of veterans affairs. i want to say first off, a lot of people don't realize you used to work on our show and worked with each of us. you and i worked on a mini documentary on this. you have killed...
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Oct 22, 2014
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did you see a pepsi/coke fight developing? obviously they are different in size but is more one efficient in terms of distribution. >> i feel instagram is much more cinematic and with the latest app hyper lapse you can take time lapse videos on top on the video that comes interest with the phone. vine has its own format. it's very vine centric. i'm interesting to see where that goes down the line. >> meanwhile go pro. how far away from developers building platforms for gopro. >> well i think they have a great app. the social sharing is really good through the app. i'm not sure what their apis but as a device it's very easy to get that gopro footen on to instagram or insta vine quickly. >> if you are looking at a tablet like this and trying to figure where it is going to go, what you are going to do with it, are you intrigued by the possibilities behind this camera and this size is what developers might do with this? we've seen explosion in app developers on the phone, photos drive usage on facebook. if we get a new type of pho
did you see a pepsi/coke fight developing? obviously they are different in size but is more one efficient in terms of distribution. >> i feel instagram is much more cinematic and with the latest app hyper lapse you can take time lapse videos on top on the video that comes interest with the phone. vine has its own format. it's very vine centric. i'm interesting to see where that goes down the line. >> meanwhile go pro. how far away from developers building platforms for gopro....
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Oct 2, 2014
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the executive compensation plan at coke. and in general in typical buffett fashion, don't buy for tomorrow or next week, for next month. buy for ten years, twenty years. even longer. >> le's saying he's hoping the stocks we just bought will go down tomorrow, will go down next. >> buying groceries at the grocery store. >> but i hope the milk i buy will still be good next week. >> that metaphor does not work. >> no. >> especially in you need to consume something in the near term. >> the twitter update as well. the numbers are compelling i think. laid out by j.p. morgan. they are saying they are going to close the gap between 4.75 per user per month. and i think people are over the user growth. the financials are strong and twitter has such an ability to beat at this point. i think i'm going positive now on twitter. i think people are over the user growth story number. >> the price target is 64. the argument is they monetize at half the rate facebook does on a per user basis and think the gap is going to tight. >> announcer: an
the executive compensation plan at coke. and in general in typical buffett fashion, don't buy for tomorrow or next week, for next month. buy for ten years, twenty years. even longer. >> le's saying he's hoping the stocks we just bought will go down tomorrow, will go down next. >> buying groceries at the grocery store. >> but i hope the milk i buy will still be good next week. >> that metaphor does not work. >> no. >> especially in you need to consume...
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Oct 21, 2014
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that is weakness in europe in china and a stronger dollar, both mcdonald's and coke earn more abroad than at home. >> we are certainly seeing the stronger dollar come home to roost. even though chipotle is growing faster than mcdonald's will it ever become the size of mcdonald's? >> that is obviously the big point. it is a smaller, faster growing company. but it is gaining share. and definitely doesn't have the global foot print. mcdonald's not just struggling with the stronger dollar but struggling with the chinese supplier. 9.9% was how much same store sales dropped in asia. they are struggling in russia where some franchises are under investigation. clearly problems plaguing big multinational companies. you look to the united states when you talk about whether these companies are losing their core customer and not chasing the millennials with this idea of good for you food. that really tells the story. you see that in the strength of chipotle versus the weakness in mcdonald's in the united states. >> maybe they are bored with it. let's move to the netflix side. are people spending
that is weakness in europe in china and a stronger dollar, both mcdonald's and coke earn more abroad than at home. >> we are certainly seeing the stronger dollar come home to roost. even though chipotle is growing faster than mcdonald's will it ever become the size of mcdonald's? >> that is obviously the big point. it is a smaller, faster growing company. but it is gaining share. and definitely doesn't have the global foot print. mcdonald's not just struggling with the stronger...
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Oct 10, 2014
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in fact, there were fears this could become the new coke of the truck world. let's bring in former vice chairman at gm. do you like this truck? >> well, i haven't driven it. i have every reason to believe that it is going to be as excellent or more so as ford f-150s always are. i am a ford retiree, too. >> ford retiree, as well. it's been the original wasn't it like the best selling vehicle in america for like the past 30 years? why reinvent the wheel? wasn't it working for them? >> everybody who will have to invest money into pickup trucks and full size sports utilities because of the cost of meeting government regulations. general motors is choosing to do it mostly with engine and transmission technology. ford is choosing to do it with weight reduction. some added cost is going to go into everybody's big vehicles. >> so do you think it will be a disaster for ford? >> here is what happens. if the public likes this truck and has every reason to assume that the public will like the truck. it will get very good fuel economy and do everything the f-150 has ever d
in fact, there were fears this could become the new coke of the truck world. let's bring in former vice chairman at gm. do you like this truck? >> well, i haven't driven it. i have every reason to believe that it is going to be as excellent or more so as ford f-150s always are. i am a ford retiree, too. >> ford retiree, as well. it's been the original wasn't it like the best selling vehicle in america for like the past 30 years? why reinvent the wheel? wasn't it working for them?...
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Oct 21, 2014
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. >> caller: we got involved with berkshire with the ibm and coke. do you think that will affect that? >> not at all. big capital gains in both. i'm not a believer in trying to figure out what buffett's going to do. i try to figure out what i would do if i own those stocks. and i don't like ibm, i don't like coca-cola, i like pepsico and apple. coca-cola served him well for a long time, ibm has not. and that, ladies and gentlemen, is a conclusion of the "lightning round"! ♪ the all new, head turning cadillac ats coupe. it's irresistible. ♪ >>> the recent ebola outbreak has shed a lot of light on the drug development process, as various drug companies have to contend with the regulations, as they rush to create a cure or a vaccine for the disease. that's why tonight i want to take a closer look at the drug development process with q-tiles. it's the largest research organization that conducts outside clinical trials for the pharmaceutical industry. i like to think of quin tiles as an arms dealer to the drug companies. they help pharma and biotech f
. >> caller: we got involved with berkshire with the ibm and coke. do you think that will affect that? >> not at all. big capital gains in both. i'm not a believer in trying to figure out what buffett's going to do. i try to figure out what i would do if i own those stocks. and i don't like ibm, i don't like coca-cola, i like pepsico and apple. coca-cola served him well for a long time, ibm has not. and that, ladies and gentlemen, is a conclusion of the "lightning round"!...
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Oct 24, 2014
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coke also disappointed on volume sales. we know what happened with mcdonald's, multiple quarters of falling sales. >> appreciate it. have a great weekend. >>> stocks have been moving higher. the dow up for the fifth time. s&p on track for the best week since early 2013 while nasdaq having best gains since 2011. will concerns about a slow down in china and europe slow the rally? joining me now is hayes miller, multi asset. i know you like equities but you think valuations in the u.s. are not as attractive as they used to be? >> that is correct. you are getting what you pay for in the united states. we have become the global growth engine. you have to pay for that. we are finding attractive valueuations in europe. the growth prospects are different there. >> let's take a look at what you like specifically you mentioned europe there. and you like u.s. tech and some bio techs. there is potential in some areas of the u.s. market. but you have to be selective. >> absolutely. technology looks attractive to us for several different
coke also disappointed on volume sales. we know what happened with mcdonald's, multiple quarters of falling sales. >> appreciate it. have a great weekend. >>> stocks have been moving higher. the dow up for the fifth time. s&p on track for the best week since early 2013 while nasdaq having best gains since 2011. will concerns about a slow down in china and europe slow the rally? joining me now is hayes miller, multi asset. i know you like equities but you think valuations in...
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Oct 20, 2014
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. >> and it's more than just coke. >> zico is 100% pure coconut water. >> 500 different brands to
. >> and it's more than just coke. >> zico is 100% pure coconut water. >> 500 different brands to
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Oct 6, 2014
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. >> mcdonald's has a problem as coke. >> doesn't mean you can't make money. doesn't mean you can't make money. >> that's the last word. morgan brennan has a market flash, look at the move in casino stocks today. >> that's right. hey, scott. check out the stocks, the political protests in hong kong have not stopped people from visiting neighboring macau an hour ferry away. macau reported a 14% year over year rise in visitor arrivals and while september revenue was down 11.7% year over year in september the worst drop in five years, it was still better than what analysts were expecting so as a result, winn, mgm and las vegas sands are moving higher today, mgm just turned negative slightly. >> pete, going to you on casinos. everybody paying attention to what's been happening in macau. the numbers over the several months have not been good. >> slipping and those stocks have been slipping right along with them and the most exposed over there is wynn, my favorite name as well. i think these numbers come back and wynn is an opportunity when sold off well underneath
. >> mcdonald's has a problem as coke. >> doesn't mean you can't make money. doesn't mean you can't make money. >> that's the last word. morgan brennan has a market flash, look at the move in casino stocks today. >> that's right. hey, scott. check out the stocks, the political protests in hong kong have not stopped people from visiting neighboring macau an hour ferry away. macau reported a 14% year over year rise in visitor arrivals and while september revenue was down...
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Oct 9, 2014
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companies are trading in multiples they cannot sustain, but pepsi right now that trades in the discount to coke is not over the skis. if you talk about disney, that is a company that the really probably needs to prove the multiple even though we know that people are overpaying for the content right now. and so to me, you look at the company and make the call fwoushgs say that the companies that are buying back the stock is not what i believe at all. >> and we have breaking news here. eamon javers is with us with more details. >> i want to talk about the jpmorgan hack, and i am just off of the source familiar with the details, and i can tell you exactly where it stands. first of all, i'm told with the source familiar with the incident that citibank despite the reporting out there was not hit in the hacking incident, and ki report to you that etrade did have some activity related to the jpmorgan hack attack, and some 13 financial institutions that reported some related activity. what that means is that the hackers tried to get into the front door of these financial institution, and 13 of them. it
companies are trading in multiples they cannot sustain, but pepsi right now that trades in the discount to coke is not over the skis. if you talk about disney, that is a company that the really probably needs to prove the multiple even though we know that people are overpaying for the content right now. and so to me, you look at the company and make the call fwoushgs say that the companies that are buying back the stock is not what i believe at all. >> and we have breaking news here....
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Oct 13, 2014
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meanwhile both coke and pepsi are within pennies of all-time record highs. that's really interesting to me. it's indicative of a market where the people who are long onlies and have to buy something, are opting for safety. berkshire hathaway another example pretty good strength there. i think as long as that's the underlying trend sector wise, it's tough to make the case that the market is a big risk appetite. may get a day or two bottoms in the russell but tough to extrapolate that. >> it's not just the russell. the russell was down about 5% in the year. if you take a look at the s&p what's underlying that stock, that index which is up 3% on the year, you'll see the average mega cap is down 7.5% from its 52-week high. away from utilities as you mentioned stape willes the only positive indices over the last three months everything else has fallen to waste here. if you go further down the market cap screen you'll see yeah, small caps are down about 40%, you know, from their high, the average stock. so what i think you really need to see is draghi come in and
meanwhile both coke and pepsi are within pennies of all-time record highs. that's really interesting to me. it's indicative of a market where the people who are long onlies and have to buy something, are opting for safety. berkshire hathaway another example pretty good strength there. i think as long as that's the underlying trend sector wise, it's tough to make the case that the market is a big risk appetite. may get a day or two bottoms in the russell but tough to extrapolate that. >>...
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Oct 1, 2014
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it was something that was defeated in a shareholder proposal at the coke annual meeting this year, but there were a number of abstentions, including warren buffett, who wasn't thrilled but didn't want to vote against coca-cola. tomorrow, warren buffett will be joining us live onset. he'll be here starting at 8:00 a.m. eastern time. we'll get the chance to talk to him about coca-cola, what he thinks about this move, and many other things as well. brian, i want to thank you for being with us for the last couple of days. it's been fun. >> real pleasure, guys. thank you so much. >> thank you for waking up early. >> we'll see you today on "street signs." right now, time for "squawk on the street." >>> good wednesday morning. welcome to "squawk on the street." i'm carl quintanilla at the new york stock exchange. welcome to the month of october and q-4 where we kick things off with some pretty good economic data in the u.s. not necessarily in europe, though. we're going to get to all of that. our road map begins with the markets. adp shows hiring picks up in september ahead of the big jobs nu
it was something that was defeated in a shareholder proposal at the coke annual meeting this year, but there were a number of abstentions, including warren buffett, who wasn't thrilled but didn't want to vote against coca-cola. tomorrow, warren buffett will be joining us live onset. he'll be here starting at 8:00 a.m. eastern time. we'll get the chance to talk to him about coca-cola, what he thinks about this move, and many other things as well. brian, i want to thank you for being with us for...
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Oct 22, 2014
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coke and ibm again. yahoo! results beat the street. marissa mayer says they're taking the company in the right direction. >>> and ben bradley passes away at the age of 93. that's a pretty good number. it's wednesday, october 22nd, 2014. "squawk box" begins right now. >>> good morning, everybody. earnings season is still going strong. boeing, the only dow component to report this morning. the s&p will be out after. biogen, amgen are some of the names reporting today. up more than 1%, then it's at 16,614 points. an even stronger rally in the s&p 500, up nearly 2% for its best day since october 2013. we'll look at that, 1941. all of the concerns last week. >> is at
coke and ibm again. yahoo! results beat the street. marissa mayer says they're taking the company in the right direction. >>> and ben bradley passes away at the age of 93. that's a pretty good number. it's wednesday, october 22nd, 2014. "squawk box" begins right now. >>> good morning, everybody. earnings season is still going strong. boeing, the only dow component to report this morning. the s&p will be out after. biogen, amgen are some of the names reporting...