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Jul 23, 2024
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kimberly clark said there was some trouble at the lower end. but coca-cola was able to raise price and had volume. so you had very much a continuation of a trend that we've seen for the better part of six or nine months now and again, my view is i'm not sure anything in this earnings season is going to change that. >> earnings season often has that essentially kind of off setting currents and you have to just wait until the end of it to see how the agates come through an what the revisions are and the rest of it. i think when you have s&p 500 pe pushing 22 times forward, you know, market always runs ahead of the fundamentals. it seems as if that has to come in and tfill in the blanks and say we can check that box off. earnings are in double digit annual growth right now. what else if anything do you think might disturb things? i mean, if you think the swing factor now is we need to do what everyone expects it to do, you know, what's it going to take? >> on the valuation front, i've been at this for some time now and -- >> as we've established,
kimberly clark said there was some trouble at the lower end. but coca-cola was able to raise price and had volume. so you had very much a continuation of a trend that we've seen for the better part of six or nine months now and again, my view is i'm not sure anything in this earnings season is going to change that. >> earnings season often has that essentially kind of off setting currents and you have to just wait until the end of it to see how the agates come through an what the...
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Jul 23, 2024
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scarlet: in terms of the universe of companies that you cover, things like kimberly-clark, procter &ca-cola stand out in your universe in terms of management and execution? lauren: high on the list. i find their system fascinating. it took me a bit to get my head around the idea of marketing at the local level. that separation of the two functions, more than two functions, but the two functions, if you will, allows for the execution and granularity that is unparalleled. when you think about their ability to react out -- you have different market conditions can react to consumer by postcode, it's that granular. coke is the only one that can do it. scarlet: an interesting model for other companies if they have the scale to be able to achieve that. lauren lieberman, thank you for joining us. she has an overweight rating on the stock. coming up, with turns down $23 billion from google and we have more on the momentum that we are seeing from the initial public offerings. this is bloomberg. ♪ y folks, chris counahan here with leaffilter, america's largest gutter and gutter protection compa
scarlet: in terms of the universe of companies that you cover, things like kimberly-clark, procter &ca-cola stand out in your universe in terms of management and execution? lauren: high on the list. i find their system fascinating. it took me a bit to get my head around the idea of marketing at the local level. that separation of the two functions, more than two functions, but the two functions, if you will, allows for the execution and granularity that is unparalleled. when you think about...
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Jul 30, 2024
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it rhymes with kimberly-clark's earnings.isclosed its third sale of bank of america shells this month. berkshire still holds almost 962 million shares. the filing -- buffett is taking profits with the stock up 22% this year. it is day four of events at the paris 2024 summer olympics. several finals today. yesterday, novak djokovic ended roughly on a doll -- ended rafael nadal's run. yesterday the first bronze since 2008 for the u.s. japan has six gold medals, 12 of them overall. that is your brief. jonathan: thank you. it was sad watching nadal. i don't know how much of you saw it, but it was said. i hope he gets to sit down with carlos alcaraz. lisa: i honestly was not watching that. i was watching gymnastics. i was watching women's. jonathan: i was watching the ribbons. i don't know what that is. lisa: really quite amazing. i watched synchronized diving. jonathan: you were busy yesterday afternoon. i was getting ready for the show. i was getting ready for the show. up next -- i was doing the same thing as you can tell, mayb
it rhymes with kimberly-clark's earnings.isclosed its third sale of bank of america shells this month. berkshire still holds almost 962 million shares. the filing -- buffett is taking profits with the stock up 22% this year. it is day four of events at the paris 2024 summer olympics. several finals today. yesterday, novak djokovic ended roughly on a doll -- ended rafael nadal's run. yesterday the first bronze since 2008 for the u.s. japan has six gold medals, 12 of them overall. that is your...
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Jul 2, 2024
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kimberly-clark. these are things we are not even taught. they are in printed. finally, there's fast food. mcdonald's is obvious, or the incredibly well-run tripoli if you want something a little more organic. bottom line, please buy your kids a few shares in a name brand that they know and you know. something they can see and hear and touch. then put it away. the stock won't always work out, but think of what you like when you were little or when your parents liked when they were little. see if it trades. more than likely have a long- term winner. more portly, you've got a great hook, you can get your children into a lifetime in investment. let's go to madison in texas. madison. >> hello, jim. if i can get a guaranteed interest rate of over 5% by purchasing a six month treasury bond, why should i invest in the equity market, given market conditions? >> okay. because six months from now, those rates may be lower. you can continue to reinvest, but the stock market is far exceeded. longer term, anything that you're going to get in the short term, i'm not against 5
kimberly-clark. these are things we are not even taught. they are in printed. finally, there's fast food. mcdonald's is obvious, or the incredibly well-run tripoli if you want something a little more organic. bottom line, please buy your kids a few shares in a name brand that they know and you know. something they can see and hear and touch. then put it away. the stock won't always work out, but think of what you like when you were little or when your parents liked when they were little. see if...
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Jul 23, 2024
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a little bummed out about kimberly clark here. stock is down big. they did talk about softer sales. >> organic was a miss, up 4. looking for 5. although they did raise elements of the guide. it wasn't all bad. >> i've got to do more work on that. there's issues with some of these soft good stocks. i don't want to pronounce this one dead it's been terrific. >> how about the divergence today between pulte and sherwin williams, going in different directions. >> sherwin williams, they have done a very good job separating themselves from the pack. i think pulte was set up, frankly, by how good horton was. everyone just fawned all over horton. looks like horton is a little more suey generous as they say. just go on horton. they have a great quarter. there was a downgrade of lennar yet which i thought was fat tu ous. toll brothers up. >> goldman did cut to neutral. >> you don't go against stuart miller, son of leonard miller, lennar. i do think that was a straight up power move. doug yearley is remarkable at toll. i think anyone who knows him is, extraordi
a little bummed out about kimberly clark here. stock is down big. they did talk about softer sales. >> organic was a miss, up 4. looking for 5. although they did raise elements of the guide. it wasn't all bad. >> i've got to do more work on that. there's issues with some of these soft good stocks. i don't want to pronounce this one dead it's been terrific. >> how about the divergence today between pulte and sherwin williams, going in different directions. >> sherwin...
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Jul 1, 2024
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we've heard companies like kimberly clark, going to be lowering prices, mcdonald's talking about doingppen that's going to pressure margins to a certain extent. these issues are big but the decelerating earnings growth everybody wants to talk about nvidia. let me show you what decelerating earnings growth looks like. month over month changes here. a year ago is when everybody caught on to nvidia and started growing their system dramatically. look what happened a year ago. this is quarter over quarter earnings growth. 145%. for nvidia. then next quarter, 50% earnings growth. 30%, 17, 5. you see that? that is decelerating earnings growth. earnings are still growing, that's the thing to understand, but they are just not going up as fast as before and that's a red flag to fundamental investors that are out there talking about this and saying we need to be very careful about that. so when you -- this is important because this has happened to a lesser extent with always of the border patrol tech names. companies. look at the earnings in the first half of the second quarter. 30% here we're ta
we've heard companies like kimberly clark, going to be lowering prices, mcdonald's talking about doingppen that's going to pressure margins to a certain extent. these issues are big but the decelerating earnings growth everybody wants to talk about nvidia. let me show you what decelerating earnings growth looks like. month over month changes here. a year ago is when everybody caught on to nvidia and started growing their system dramatically. look what happened a year ago. this is quarter over...