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Apr 24, 2024
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nancy tengler, ceo of laffler tengler, is this reaction right? this increase in tesla shares on the day when ultimately the quarter was ugly. nancy: i agree with dana. sorry for my voice. caroline: we will give you a moment. nancy: elon gave investors what they wanted to hear. if you look under the hood and you have a long-term perspective, we think this is when you want to add. we have been doing that. it is not just the autonomous driving, which they have 300 billion miles driven in their models. it is based on the mega pack which is growing at 50% a year. we think it could be worth more than the car business in the future. those are utility great batteries. i think the company is pivoting. he's giving investors what they want to hear. in three to five years it will be a very different looking company. caroline: we are indeed going to be digging into the battery side of the equation later in the show. how cautiously do you add to your position like tesla? are you buying day in, day out? do you see a moment we get the headline anticipate what ha
nancy tengler, ceo of laffler tengler, is this reaction right? this increase in tesla shares on the day when ultimately the quarter was ugly. nancy: i agree with dana. sorry for my voice. caroline: we will give you a moment. nancy: elon gave investors what they wanted to hear. if you look under the hood and you have a long-term perspective, we think this is when you want to add. we have been doing that. it is not just the autonomous driving, which they have 300 billion miles driven in their...
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Apr 22, 2024
04/24
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that's not what taxpayers pay them to do they are nancy tengler, lawmakers and trump slammed biden for demanding the biggest tax hike in u.s. his history. amid record inflation, they want to get rid of tax cuts. "the evening edit" asks are you safer than you were four years ago? polls show voters say no although this is coming up on "the evening edit". ♪ [ applause ] the day you get your clearchoice dental implants changes your struggle with missing teeth forever. it changes how you eat, how you feel, and how you enjoy life. it changes your smile and how others smile at you. clearchoice network doctors have changed over 100,000 lives with dental implants, and they can change yours, too. because a clearchoice day changes every day. schedule a free consultation. dude, what're you doing? i'm protecting my car. that's too much work. weathertech is so much easier... laser-measured floorliners up here, seat protector and cargoliner back there... nice! out here, side window deflectors... and mud flaps... and the bumpstep, to keep the bumper dent-free. cool! it's the best protection for your
that's not what taxpayers pay them to do they are nancy tengler, lawmakers and trump slammed biden for demanding the biggest tax hike in u.s. his history. amid record inflation, they want to get rid of tax cuts. "the evening edit" asks are you safer than you were four years ago? polls show voters say no although this is coming up on "the evening edit". ♪ [ applause ] the day you get your clearchoice dental implants changes your struggle with missing teeth forever. it...
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Apr 30, 2024
04/24
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we have nancy tengler. wow, wow. what the heck. that was brutal. tell us more. >> thanks for having me, charles. i think you only have to look to his last two statements. it was just a few weeks ago when not only the fed chairman but other members of the board were out saying yes we'll be able to cut-rates this year. you know the data looks like it is moving in our direction. then at the end of march when stocks were hitting all-time highs, part of his rationale was financial conditions were weighing on the economy and that's just contradictory to the facts and that's how it's been all the way through and i think one of the things that i find so frustrating, there is no sort of acknowledgement of mistakes. there is just statement after statement, and the market for whatever reason continues to react. i stopped listening. i stopped listening about a year ago. charles: wow. if somehow the market forces powell's hands, recently we heard a lot of people bring up the bond vigilantes, ultimately maybe the bond market having stuff somehow because it feels
we have nancy tengler. wow, wow. what the heck. that was brutal. tell us more. >> thanks for having me, charles. i think you only have to look to his last two statements. it was just a few weeks ago when not only the fed chairman but other members of the board were out saying yes we'll be able to cut-rates this year. you know the data looks like it is moving in our direction. then at the end of march when stocks were hitting all-time highs, part of his rationale was financial conditions...
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we have nancy tengler. nancy, you sent over your entire portfolio today, you mentioned you will make some changes, max two stocks. the you mentioned not all the ideas in your portfolio are winners. i got to think you're making some changes. would you be closing laggards, losers or ringing the register? >> thanks for having me, charles, so both. i think you know, being a disciplined seller is super important especially in a market like this. and so you want to take advantage when the stocks outperform by capturing some of those gains and you also want to remove yourself from the names that are just not delivering from a fundamental standpoint or have management changes that are not positive for the stock. we did a little bit of both this quarter. we took gains in a number of technology in our best 12 ideas portfolio. we exited psa, public storage reit. that is one of the ways i think you can continue to generate outperformance by looking forward instead of looking backward. charles: so the irony here is the
we have nancy tengler. nancy, you sent over your entire portfolio today, you mentioned you will make some changes, max two stocks. the you mentioned not all the ideas in your portfolio are winners. i got to think you're making some changes. would you be closing laggards, losers or ringing the register? >> thanks for having me, charles, so both. i think you know, being a disciplined seller is super important especially in a market like this. and so you want to take advantage when the...
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Apr 1, 2024
04/24
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we are back with nancy tengler. i want to debt i won't ask about tesla but i will ask you about home depot. you look at the stock performance and it's basically in-line with the s&p 500. what are you seeing around that name? >> the housing start members -- numbers were pretty optimistic as well as permits which tend to be a leading indicator. even though this stock shouldn't necessarily trade on new-home sales or housings starts, it does. it's been a pretty poor performer for the last three years and it's picked up recently. the latest transaction in the construction space will give investors potentially an opportunity to get in while the stock flattens out or digests the news. this is a name you want to own for the long term at strong dividend growth and competent management. i think they will continue to take share from lowe's particularly in the pro-business. katie: home depot made waves last week by buyingsrs distribution to go after that professional audience. when you think about home depot in relation to lowe
we are back with nancy tengler. i want to debt i won't ask about tesla but i will ask you about home depot. you look at the stock performance and it's basically in-line with the s&p 500. what are you seeing around that name? >> the housing start members -- numbers were pretty optimistic as well as permits which tend to be a leading indicator. even though this stock shouldn't necessarily trade on new-home sales or housings starts, it does. it's been a pretty poor performer for the last...
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Apr 26, 2024
04/24
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getting ahead laffer tengler investment cio nancy tengler is with me as chevron chairs are about half 8%. thank you so much for being here. i love the fact that you look at fundamentals. i want to get your take on it, how are earnings from your standpoint in terms of fundamental growth. >> i pinned the piece on monday that suggested we would see a slowing economy. last week's earnings were disappointing from the industrials. we saw guidance lowered in some cases and other cases we solid reaffirmed but very few instances of earnings being guided up but this week takes the cake in the same piece we reaffirmed our commitment to technology and a lot of people have been saying it's over and a.i. is not real and you saw yesterday microsoft earnings contributed materially to earnings and the google news was fantastic, we on both microsoft the 12 best ideas portfolio. we're very pleased with what they deliver, we think were just getting started early innings in the a.i. race. maria: yesterday we saw the obvious slowdown that you're referring to, we had gdp at 1.6%, compare that to the quarter
getting ahead laffer tengler investment cio nancy tengler is with me as chevron chairs are about half 8%. thank you so much for being here. i love the fact that you look at fundamentals. i want to get your take on it, how are earnings from your standpoint in terms of fundamental growth. >> i pinned the piece on monday that suggested we would see a slowing economy. last week's earnings were disappointing from the industrials. we saw guidance lowered in some cases and other cases we solid...