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May 10, 2024
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you have delta, which pasquariello puts on his list, too, deere, union pacific. >> yeah. well, look, it makes abundant sense to me the industrials should have good results going forward. we're building a lot of capital equipment here in the united states think about not just infrastructure spending, not just supply chain, the data centers that are being built if you're in dulles, virginia, you're seeing them all over the place. what do you need to build those? you need things like steel, to transport that steel with union pacific railroad you need to transport people here and there, to move earth with earth moving equipment. to asml and a competitor that i own, these are labelled within technology they're building machinery, about as industrial as it gets, but those are industrials in my mind as well that will benefit from all of the things we're building in the u.s. >> weiss, caterpillar is new >> it is new and, again, i'm looking at it and waiting for it to pull back >> we still own it, yes. >> and that was a phenomenal call you made as well as simpson when he bought it
you have delta, which pasquariello puts on his list, too, deere, union pacific. >> yeah. well, look, it makes abundant sense to me the industrials should have good results going forward. we're building a lot of capital equipment here in the united states think about not just infrastructure spending, not just supply chain, the data centers that are being built if you're in dulles, virginia, you're seeing them all over the place. what do you need to build those? you need things like steel,...
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May 3, 2024
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it goes sort of, also, to what tony pasquariello suggests, the reason you want to stay with the stocks, they are buying back the most stock that matters. on the earnings growth idea, where else are you going to go? >> i don't know the earnings growth for apple supports 26 in a week, right? it was last thursday we were talking about adding to the position at 165. today it's 185. that's a big move. i don't know the earnings will justify that. we're excited about the developers' conference and the prospects for a.i., $110 billion share buyback is massive, a 4% dividend increase. we own the stock. you know what we did this morning at the open, we wrote a covered call on apple because there's a big move, maybe a little bit too much too fast, so to harvest that volatility, it gives you a very modest hedge, and i think that's something anyone who owns apple should think about doing. >> let me ask you this. does a trough deserve a 20 stick? we're going to put our flag in the sand here and say this was the moment that we're confident that apple troughed both in their revenue, both in china, bot
it goes sort of, also, to what tony pasquariello suggests, the reason you want to stay with the stocks, they are buying back the most stock that matters. on the earnings growth idea, where else are you going to go? >> i don't know the earnings growth for apple supports 26 in a week, right? it was last thursday we were talking about adding to the position at 165. today it's 185. that's a big move. i don't know the earnings will justify that. we're excited about the developers' conference...
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May 31, 2024
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tony pasquariello. thank you so much. >> thanks. >> tony joining us from goldman sachs. >>> up next, is dell's run done? that stock, there it is, getting slammed today, dropping double digits following a year of serious strength now eric jackson is flagging dell as a key player in the ai space. i mean, that's what they've been saying that's why the stock's been doing well not so much today. he's going to tell us what to do now next whether dad's vehicle is his prized possession or the family hauler... he needs to protect it. this father's day, give him the gift of weathertech. from laser-measured floorliners and cargo liner to keep his interior pristine. to seat protector to guard against stains and sunshade to block harmful uv rays. the cupfone perfectly secures his phone while driving. order these american made products or a gift card at wt.com. happy father's day! champion iron offers a rare solution to decarbonize the steel industry. which represents up to 10% of global emissions. the company recent
tony pasquariello. thank you so much. >> thanks. >> tony joining us from goldman sachs. >>> up next, is dell's run done? that stock, there it is, getting slammed today, dropping double digits following a year of serious strength now eric jackson is flagging dell as a key player in the ai space. i mean, that's what they've been saying that's why the stock's been doing well not so much today. he's going to tell us what to do now next whether dad's vehicle is his prized...
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May 30, 2024
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why tech has gone up and why there's been -- i go back to tony pasquariello of goldman says why it continues to outperform and yet mowhy the moy continues to soar. mega-caps. >> yes, to answer your question, rates does have an impact on flows and valuations, but you've also had not great reports from work day, et cetera, et cetera, so there had been some fundamental reasons. >> and the service now. you just don't see the stocks move like they're moving today. if you've gotten a nice bump and salesforce has aren't gotten that much of a bump, but if you've been up and theoretically it's on this ai halo and the expectations have gone up with the stock price especially the outlook, the result right there, 20%. this was the flip side and there was no tolerance for disappointment and any number of people who have come on the network, i'm sure and observed, and the guidance. the market votes more than the pundit. >> that's correct. it obviously tells you it couldn't be that great or that average and it would not be down 28%, but you have seen pain throughout tech and we listed a bunch of the names
why tech has gone up and why there's been -- i go back to tony pasquariello of goldman says why it continues to outperform and yet mowhy the moy continues to soar. mega-caps. >> yes, to answer your question, rates does have an impact on flows and valuations, but you've also had not great reports from work day, et cetera, et cetera, so there had been some fundamental reasons. >> and the service now. you just don't see the stocks move like they're moving today. if you've gotten a nice...
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May 2, 2024
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you look at, liz, the total story of the mega caps, why it's hard to be negative and people like tony pasquariello at sachs urge investors to, quote, keep your eye on the ball, and stay large and in the areas of the stock market is because of what brian said, buybacks, now dividends on top of that, too. we have two dividend announcements from mega caps capex, free cash flow. you really want to run against that >> no, especially not if we're late cycle you want to be in large cap,quality businesses you want to be in businesses that can generate enough cash to internally finance their own growth i think one of the things somebody like apple is dealing with right now, it's tough to compete with the growth prospects of a.i. that every other company has been able to benefit from they haven't yet gotten onto that bandwagon >> maybe they have but it's been a narrative -- if, anything, it's been a narrative thing, right? >> yeah. >> and that's by the virtue of a calendar and timing, and they'll talk about it when they're ready to talk about it >> and i think that's okay i have continued to believe we've p
you look at, liz, the total story of the mega caps, why it's hard to be negative and people like tony pasquariello at sachs urge investors to, quote, keep your eye on the ball, and stay large and in the areas of the stock market is because of what brian said, buybacks, now dividends on top of that, too. we have two dividend announcements from mega caps capex, free cash flow. you really want to run against that >> no, especially not if we're late cycle you want to be in large cap,quality...
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May 17, 2024
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money has gone to the other areas, technology has done the best since the april low and goldman sachs' pasquariello psays take more. keep up eye on the ball. understand why mega caps continue to outperform. think about the capex. think about the buybacks. rick reiter talked about the buybacks and the massive ones. we'll get a good test. we're going to get a real good test next week with nvidia and those earnings on may 22nd. how should we think about that going in? >> scott, for me, it's really simple just to think about all these earnings calls, the enterprise spend we have seen and the capex cycle we've seen for the a.i. arms race, and clearly nvidia is the one that will benefit the most and has benefited the most. up 88% year to date. 209% over the last year. earnings expectations are high, but, you know, when you look at the spending that's happening in the space and you think about the race that's also playing out, they stand to benefit the most. i think they will hit it and surpass those numbers. >> kevin what do you think? >> the whisper numbers far in excess what we hear and talk about for
money has gone to the other areas, technology has done the best since the april low and goldman sachs' pasquariello psays take more. keep up eye on the ball. understand why mega caps continue to outperform. think about the capex. think about the buybacks. rick reiter talked about the buybacks and the massive ones. we'll get a good test. we're going to get a real good test next week with nvidia and those earnings on may 22nd. how should we think about that going in? >> scott, for me, it's...
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May 28, 2024
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. >> that's what goldman's tony pasquariello, i mentioned this on halftime, those of you who didn't hear it there, the reporting period justified the earnings season just ended, justify a claim the mag seven remains the most durable and certain turns the most convex set of stocks in the market. said another way this cohort displays elements of the sword and shield to your point offense, they work, defense they work. >> i think what used to be the case and what is different this time, even though saying that phrase makes me shutter, what used to be the case if we rewind to the early was2000 and we lood at tech stocks we had valuations way higher, not a lot of support behind it. we're in a situation where these stocks have worked for investors, so not anymore are they these high beta, high tech stocks, people look at them saz w as somewhat of protection and diversification away from old economy in their portfolios. i would be remiss if i didn't mention some of what's going on today and the risks are that still are out there for some of the stocks because of yields, so yields are up today,
. >> that's what goldman's tony pasquariello, i mentioned this on halftime, those of you who didn't hear it there, the reporting period justified the earnings season just ended, justify a claim the mag seven remains the most durable and certain turns the most convex set of stocks in the market. said another way this cohort displays elements of the sword and shield to your point offense, they work, defense they work. >> i think what used to be the case and what is different this...