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Feb 8, 2024
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how important will ge healthcare be to actually save the system?ause we know the system goes bankrupt if everybody decides that they don't want to have -- they're going to stop alzheimer's in its tracks. even if they don't need to. >> i think the first part is, jim, is you and i talked about the fact these new drugs are coming out is a big opportunity for patients in a world where there hasn't been many options. so we start with that. and then secondly as i've mentioned before, we're a facilitator to help the right patients get the right therapies. and it starts with our pet yt and the actual imaging agents, a product called visamel that helps quantify the am'llyl beta plaque. it's going to be pretty clear who should actually move on to the drug. and as you know we play a role after each administration with an mri to make sure that any potential side effects are managed appropriately. and so that the patient can move forward. we're working with health systems as they're thinking of their strategies of o'how they want to work through p this. we woul
how important will ge healthcare be to actually save the system?ause we know the system goes bankrupt if everybody decides that they don't want to have -- they're going to stop alzheimer's in its tracks. even if they don't need to. >> i think the first part is, jim, is you and i talked about the fact these new drugs are coming out is a big opportunity for patients in a world where there hasn't been many options. so we start with that. and then secondly as i've mentioned before, we're a...
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Feb 28, 2024
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ge healthcare. you've got industrial stocks within there. parker hannifin, the costco's of the world, tractor supply, marriott. you are a believer in this story , and it probably has not gotten enough respect. >> i would agree with you. one of the things that we talk about a lot is the economic data , and why do we talk about the economic data? because, it does have a direct impact to earnings, and we just got a gdp report of 3.2%, led by 3% growth from the consumer. that is huge. that 70% of our economy. at the same time, we didn't even talk about this last week, scott. i mentioned it briefly, but we were all wrapped up with nvidia. we had a smp global pmi number, manufacturing, that when in -- went into expansion. that is also very much expansionary, and a leading indicator why do we care about it all? it does have applications to earnings, and so, tech earnings this past quarter were up 7%. calm services of 9%. however, as you mentioned, healthcare up 8%, financials up 7%, and industrials up 6%. people are paying attention because those o
ge healthcare. you've got industrial stocks within there. parker hannifin, the costco's of the world, tractor supply, marriott. you are a believer in this story , and it probably has not gotten enough respect. >> i would agree with you. one of the things that we talk about a lot is the economic data , and why do we talk about the economic data? because, it does have a direct impact to earnings, and we just got a gdp report of 3.2%, led by 3% growth from the consumer. that is huge. that...
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Feb 6, 2024
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ge healthcare forecasting adjusted earnings-per-share for 2024 will top analyst estimates, now up more than 11%, almost 12% on the day. palantir posting its first annual profit with the ceo saying he does not know what to do with the onslaught of demand. we had kkr come out with a fourth quarter profit that beat wall street as the bits -- that beat wall street estimates. credit and insurance becoming sources of strength during the high interest rate environment. love when we are seeing higher for longer. kkr recently bought the part of its ensure that it did not already own. more to come from alternative asset managers. moving to fed speak, the comments from loretta mester earlier this hour. abigail doolittle has the details. abigail: she did comment on the timing of rates and seem to reiterate what jay powell has said recently in terms of the idea that 2024 will likely be the year when the fed starts cutting, but it will be later rather than sooner. she said "if the economy evolves as expected i think we will gain the confidence later in the year and then we can begin moving rates dow
ge healthcare forecasting adjusted earnings-per-share for 2024 will top analyst estimates, now up more than 11%, almost 12% on the day. palantir posting its first annual profit with the ceo saying he does not know what to do with the onslaught of demand. we had kkr come out with a fourth quarter profit that beat wall street as the bits -- that beat wall street estimates. credit and insurance becoming sources of strength during the high interest rate environment. love when we are seeing higher...
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Feb 12, 2024
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ge healthcare is up as well.a tsunami may be coming in commercial real estate. some industry experts say special strategies could bring a soft landing. diana olick is here to explain. good morning. >> reporter: good morning, contessa. one strategy is called extend and pretend. we hear about this which was used after the great financial crisis. lenders agreed to keep the loan as is past maturity to give borrowers time to keep up with the payments. will that work this time? i spoke to analysts and they say probably not so much. after the great financial crisis, there was little to no liquidity in the market. lenders had no way to resell. not the case today. sophisticated capital is available on the sidelines and awaiting distressed sales opportunities. now factor in the gfc when the fed was cutting rates to stimulate the economy and cre transaction activity. that is not the case today. back then, lenders had incentive to work with botrrowers who wanted to keep the property. now extending loan s into the lower rate
ge healthcare is up as well.a tsunami may be coming in commercial real estate. some industry experts say special strategies could bring a soft landing. diana olick is here to explain. good morning. >> reporter: good morning, contessa. one strategy is called extend and pretend. we hear about this which was used after the great financial crisis. lenders agreed to keep the loan as is past maturity to give borrowers time to keep up with the payments. will that work this time? i spoke to...
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Feb 29, 2024
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scientific, ge healthcare. you want industrial, i will give you parker hannifin, defense, general dynamics, martin marietta, vulcan. are these not quality? >> you can focus on quality within that equities, it does not mean that it sends you all the way to the other extreme of fixed income markets. the metric -- quality cash on the balance sheet, that's a big reason why we have that tech. leading to tech being an important sector, healthcare is a perfect example. for us, it means expecting a preference for large over small cat. why not over weight stocks? it is quality for fixed income. it's quite tight, there's much less credit risk than there has been later in the cycle. we would have quality in stocks, quality and fixed income. you want us to stick with semi conductors. you look at what amd is doing today, i mentioned it at the top, what nvidia has done is extraordinary. picked another chip stocks and the stocks look similar. look more on the left, way high on the right. >> there is the pillar of strength alo
scientific, ge healthcare. you want industrial, i will give you parker hannifin, defense, general dynamics, martin marietta, vulcan. are these not quality? >> you can focus on quality within that equities, it does not mean that it sends you all the way to the other extreme of fixed income markets. the metric -- quality cash on the balance sheet, that's a big reason why we have that tech. leading to tech being an important sector, healthcare is a perfect example. for us, it means expecting...
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Feb 23, 2024
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healthcare, it was a good spot. bottom line, i don't know if the rosy outlook for nvidia has staying power, but there are plenty of good companies that can carry a torch. let's go to trey in texas. >> jim, my father-in-law thinks all crypto currency is complete nonsense, last night he went so far as to say that coins current prices indicative of wildly speculative fervor, whatever that means. i think is going to $100,000 and i'm buying more. my question is, will queen base continue to rise?>> if the coin goes, your strategy in the way you think it is, yes, absolutely. i am neither for nor against, people who want to avoid the coin should only but going. i'm not going to make a judgment, it's made a lot of money for some people. jason?>> jason from florida, how are you? i am doing great. and netflix, we've written it down and back up, considering the consolidation in streaming, do you consider this a buy, sell or hold? >> i like netflix very much, it's had a big run, wait for the blowback, there will be pullbacks, we
healthcare, it was a good spot. bottom line, i don't know if the rosy outlook for nvidia has staying power, but there are plenty of good companies that can carry a torch. let's go to trey in texas. >> jim, my father-in-law thinks all crypto currency is complete nonsense, last night he went so far as to say that coins current prices indicative of wildly speculative fervor, whatever that means. i think is going to $100,000 and i'm buying more. my question is, will queen base continue to...
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Feb 6, 2024
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>> profit is the name of the game for ge healthcare technology. it went public early last year and posted better-than-expected earnings driven by price hikes and operational process improvements. despite management warning that in q1, they would see the lowest growth possible or of the year. shares are still 11% higher. du pont up after the industrial company topped earnings and boosted its quarterly dividend and said it was buying -- launching a new buyback program of $1 billion. investors like it and that's what it went up seven and half percent. >> thank you. we are getting started. up next, the big evaluation debate. nyu professor, he's flogging the one mag seven stock he thinks is over priced. he will tell us after the break. we are life and you are watching closing bell on cnbc. feel the power of osteo bi-flex®. taken every day, it's clinically shown to improve joint comfort in 7 days, with significant improvement over time. ( ♪♪ ) ah, these bills are crazy. she has no idea she's sitting on a goldmine. well she doesn't know that if she owns
>> profit is the name of the game for ge healthcare technology. it went public early last year and posted better-than-expected earnings driven by price hikes and operational process improvements. despite management warning that in q1, they would see the lowest growth possible or of the year. shares are still 11% higher. du pont up after the industrial company topped earnings and boosted its quarterly dividend and said it was buying -- launching a new buyback program of $1 billion....
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Feb 7, 2024
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shares in ge healthcare technologies were up more than 11% after reporting healthier profits and revenue than analysts expected. >> black excellence on display at the 49ers team store in santa clara. >> coming up, the local artist highlighting black culture through art and fashion. >> also, a cooler night across much of the bay area as we gave you this live look out on a tuesday night. the oakland estuary, the city by the bay in the distance. chief meteorologist bill martin is tracking some rain for that morning commute. he's up next with the timeline this ad? typical. politicians... "he's bad. i'm good." blah, blah. let's shake things up. with katie porter. porter refuses corporate pac money. and leads the fight to ban congressional stock trading. katie porter. taking on big banks to make housing more affordable. and drug company ceos to stop their price gouging. most politicians just fight each other. while katie porter fights for you. for senate - democrat katie porter. i'm katie porter and i approve this message. hi there. do you need any help? yeah. i was just wondering what nosh me
shares in ge healthcare technologies were up more than 11% after reporting healthier profits and revenue than analysts expected. >> black excellence on display at the 49ers team store in santa clara. >> coming up, the local artist highlighting black culture through art and fashion. >> also, a cooler night across much of the bay area as we gave you this live look out on a tuesday night. the oakland estuary, the city by the bay in the distance. chief meteorologist bill martin is...
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Feb 6, 2024
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ge healthcare is a high-quality company and people don't understand what the structure will look like. >> that was the amalgamation of structures led by the amerson deal -- >> remember, i did a piece yesterday and it was a big beneficiary of the life spin-off. >>> the big board. the nasdaq software and data company zoom info. >> not really doing much. dave, the ceo, will be on the show. big acquisition in europe and have to learn more. people were saying the number wasn't enough to be able to move thing, unlike train tt which is another hvac company which had superior numbers but we'll have to dig down tonight. >> hvac down 1. sales were a miss but they guide in line. >> right, look, i think this is one of those where you either believe europe will continue to favor heat pumps, which have the least amount of global warming problems, and, you know, maybe some people feel that europe is too fickle and may not be able -- they were giving incentives and maybe now they won't offer -- by the way, in terms of things that people -- david mentioned what's next in nvidia, and i am so proud that
ge healthcare is a high-quality company and people don't understand what the structure will look like. >> that was the amalgamation of structures led by the amerson deal -- >> remember, i did a piece yesterday and it was a big beneficiary of the life spin-off. >>> the big board. the nasdaq software and data company zoom info. >> not really doing much. dave, the ceo, will be on the show. big acquisition in europe and have to learn more. people were saying the number...