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Oct 22, 2014
10/14
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josh brown and mike murphy. we begin with the search for opportunity. and the fact that stocks are coming off their best day of the year. a far cry from a week ago today. the s&p sliding. anxiety raising and investors wondering where their portfolios were going. certainly for at least one of the world's biggest and best investors david einhorn all that meant a chance to pounce. >> we've been kind of frustrated because we probably haven't been as long as other people and the market has mostly gone up. so we've been waiting for opportunities to buy things and things we like. and last week and the week before were the first time in quite some time we saw things we actually liked coming down in value to point we wanted to buy. >> josh he makes a point. david with us yesterday. and green light, opportunity knocks given what happened in the market. >> i think there is always opportunity. david does a ton of research on his names and knows them really well and has a good ens sense of their true value. so when you see a broad market selloff where essentially th
josh brown and mike murphy. we begin with the search for opportunity. and the fact that stocks are coming off their best day of the year. a far cry from a week ago today. the s&p sliding. anxiety raising and investors wondering where their portfolios were going. certainly for at least one of the world's biggest and best investors david einhorn all that meant a chance to pounce. >> we've been kind of frustrated because we probably haven't been as long as other people and the market has...
SFGTV: San Francisco Government Television
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Oct 31, 2014
10/14
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mike murphy. [ cheers and applause ] the giants had a lot of injuries to contend with this year. the training staff was key to their success. let's meet head trainer dave, anthony reyes, ortega, carl coach and ogawason. now, the coaches of the giants third base coach, tim flanery. full coach, mark gardener. catching instructor, bill hayes. first base coach, robot roberto kelly. assistant hitting instructor joe los la bay and bam bam mule ins. for the giants dave rageti and ron willis. also giant coaches jose, shawn did you know -- dunne ston. and from the bullpen tier a. >> there were nine managers who led their teams 32 through at least three world series title now another with his third world series championship, he i'm guessing will be the 10th to join the great managers at the hall of fame, he's our own bruce bochy. [ cheers and applause ] >> that's three. i'm counting on it right now. let's hear it. 3, 3, 3, 3! yeah. wow in five 5 years. now let's meet the players and he played a big role in the giants success is. in the last five games there were no home runs except he hit
mike murphy. [ cheers and applause ] the giants had a lot of injuries to contend with this year. the training staff was key to their success. let's meet head trainer dave, anthony reyes, ortega, carl coach and ogawason. now, the coaches of the giants third base coach, tim flanery. full coach, mark gardener. catching instructor, bill hayes. first base coach, robot roberto kelly. assistant hitting instructor joe los la bay and bam bam mule ins. for the giants dave rageti and ron willis. also...
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Oct 19, 2014
10/14
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joining me to provide insight are mike murphy, andrea mitchell. former adviser to president obama, stephanie cutter, and politico's manu raju. welcome to sunday, it's "meet the press." >>> good morning. for better or worse, one story is dominating the country, ebola. here is the front page of the washington post. we have convened our own ebola summit to separate myth from fact. including dr. anthony fouchi, anthony banberry, he will come to us from africa, dr. gabe kellen, chair of emergency medicine at johns hopkins, sign journalist lori garrett and two senators. by the time, we're done, we hope to answer these questions. how big a threat is ebola to americans? can our healthcare system handle an outbreak? what will it take to eradicate ebola in africa? should there be a travel ban from affected countries? and are americans worried unnecessarily? let's start by looking at america's growing fears in a week that began with an unnerving announcement. sunday a nurse who cared for thomas eric duncan is diagnosed with ebola herself. nina pham is the fi
joining me to provide insight are mike murphy, andrea mitchell. former adviser to president obama, stephanie cutter, and politico's manu raju. welcome to sunday, it's "meet the press." >>> good morning. for better or worse, one story is dominating the country, ebola. here is the front page of the washington post. we have convened our own ebola summit to separate myth from fact. including dr. anthony fouchi, anthony banberry, he will come to us from africa, dr. gabe kellen,...
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Oct 27, 2014
10/14
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mike murphy ceo of rose cliff capital. jim is president of labenthal asset management. we begin with stocks off their best week in years. the s&p amazingly up more than 5% from the lows of 12 days ago. this happens to be the biggest earnings week of the season with more than 140 companies reporting their numbers. including facebook and twitter. the drop in oil remaining a big story today as well, so our question is this, should investors expect more gains or pains in the week ahead. joe? can the stock market go up if oil continues to go down? >> um, the next 50 points in the s&p i couldn't tell you where they're going to be, up or down. what i can tell you is that -- >> is that answering the question? >> it is. and -- >> what if oil continues to decline? >> think for a second about what is going to be the catalyst, the fund flows to drive the market higher. it's the speculation. this morning was evidence, scott, that the hedge fund speculation troublesome for the markets in the last couple weeks isn't over and i'll tell you why. oil comes in lower, the hedging done in t
mike murphy ceo of rose cliff capital. jim is president of labenthal asset management. we begin with stocks off their best week in years. the s&p amazingly up more than 5% from the lows of 12 days ago. this happens to be the biggest earnings week of the season with more than 140 companies reporting their numbers. including facebook and twitter. the drop in oil remaining a big story today as well, so our question is this, should investors expect more gains or pains in the week ahead. joe?...
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Oct 23, 2014
10/14
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stephanie link, mike murphy, john and pete najarian. the strongest day for the s&p 500 and nasdaq in more than a year and a half. credit earnings from a number of companies for the gains, 3m and caterpillar. the industrials were good. strong day. >> industrials have fallen about 10, 15 percent. expectations were low on concerns of the dollar and europe. and certainly the companies are saying that europe is soft. but they are doing a lot of better job in terms of off setting with better results in from north america, as well as margins. i was impresed with caterpillar. 3m. all four division had margin expansion. organic growth about 5, 6%. non residential and residential construction leading the way. a sigh of relief for me. i think the group that's lagd is starting to catch up and very encouraging. >> the most important things steph just said was a sigh of relief. because if you believe that this market can take that step higher, you need earnings to come in where people hope they will. and this is the kind of day that makes you believe
stephanie link, mike murphy, john and pete najarian. the strongest day for the s&p 500 and nasdaq in more than a year and a half. credit earnings from a number of companies for the gains, 3m and caterpillar. the industrials were good. strong day. >> industrials have fallen about 10, 15 percent. expectations were low on concerns of the dollar and europe. and certainly the companies are saying that europe is soft. but they are doing a lot of better job in terms of off setting with...
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Oct 14, 2014
10/14
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mike murphy?> american airlines. >> josh brown. >> bank of america buy. >> emc going higher. >> i like adv. >>> getting a nice ounce back today. "power lunch" picks up that story now. >> "halftime" is over. "power lunch" and the second half of the trading day starts right now. >>> look at this. that is green right there. one, two, three, four stocks. we haven't seen green in a while shooting up after yesterday's late day plunge. dow, nasdaq, s&p, why the change in direction? why all the volatility? we will try to answer those questions this hour. we are also watching the yield on the ten year very closely. if i get out of the way you can see it there. that is a red number there. the yield down to 2.27%.
mike murphy?> american airlines. >> josh brown. >> bank of america buy. >> emc going higher. >> i like adv. >>> getting a nice ounce back today. "power lunch" picks up that story now. >> "halftime" is over. "power lunch" and the second half of the trading day starts right now. >>> look at this. that is green right there. one, two, three, four stocks. we haven't seen green in a while shooting up after yesterday's...
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Oct 20, 2014
10/14
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i want to bring in the panel, mike murphy, andrea mitchell.rea what we heard today so far, do you think we're in a position where it looks like government, particularly the obama administration is reacting with the urgency that a lot of people thought were missing? >> not clear. it's not clear to me yet that hospitals all around the country are getting the message, that they have to do drills. have they done the drills? do they have the gear? is it stocked? will another emergency in a local hospital make the same mistakes that texas made when mr. duncan first came in? that's where a lot of the exposure came. then most alarmingly, the fact that the nurses went by their own account of the records from the hospital, that nurse pham apparently, unless the records are incorrect, went in and out without the proper gear given to her. >> we were talking about budget cuts and the ability to find a vaccine. the bottom line is that the nih still has billions of dollars a year that it spends on finding a vaccine. to what extent do you think the government
i want to bring in the panel, mike murphy, andrea mitchell.rea what we heard today so far, do you think we're in a position where it looks like government, particularly the obama administration is reacting with the urgency that a lot of people thought were missing? >> not clear. it's not clear to me yet that hospitals all around the country are getting the message, that they have to do drills. have they done the drills? do they have the gear? is it stocked? will another emergency in a...
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Oct 3, 2014
10/14
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this is mike murphy's six plus.s an ipad. >> in junior high my girlfriend broke up with me because i had limited catalysts. >> are you suggesting that iphone sales will cannibalize the new ipad sales. >> the mini. >> i think that is expected. the analysts have -- it's a legitimate concern but i don't think it is reason to sell the stock. >> no one is selling many stocks today. dollar index has had quite a run. i want to get to that story before we go because i think it is significant in the conversation we have in the weeks ahead. rates start going up. economy starts improving. dollar starts going up continuously here. earnings are on the cusp now. how much of a problem is that going to be? >> you take a look and pete pounded the table for these and these gentleman have, as well. you look at disney, starbucks. consumer discretionary, i'm not talking about a lot of others. >> tim seymour pointing out dollar with the 12th consecutive week of gains. >> 8% year to date return doing better than s&p as of yesterday. what
this is mike murphy's six plus.s an ipad. >> in junior high my girlfriend broke up with me because i had limited catalysts. >> are you suggesting that iphone sales will cannibalize the new ipad sales. >> the mini. >> i think that is expected. the analysts have -- it's a legitimate concern but i don't think it is reason to sell the stock. >> no one is selling many stocks today. dollar index has had quite a run. i want to get to that story before we go because i...
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Oct 13, 2014
10/14
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, pete najarian co-founder of option munster, josh brown ceo of rid holtz wealth management and mike murphy, also with us today, is tony dwyer chief strategist at cancord genuity. stocks off their worst week in more than two years and the market making investors more jittery they've been in an awfully long time. our question today, are things about to get a whole lot sfwhors the drop in oil, cyclicals, small caps would seem to suggest they might. so would a spike in volatility. what's the best way to navigate all this. josh, i think the most important chart to watch today is the one we're going to put up and that's the russell that has concerned me the most for the longest period of times because the russell since july has been rolling over. >> yeah. >> small caps today in the face of uncertainty all over the place in the market, are. >> there is an argument between -- >> i'm not trying to do that. if it sounds that way it's not my intention. stability in the small caps you stem the tide. if you don't you have problems. >> i think it's possible. i wouldn't argue against it. way too many oth
, pete najarian co-founder of option munster, josh brown ceo of rid holtz wealth management and mike murphy, also with us today, is tony dwyer chief strategist at cancord genuity. stocks off their worst week in more than two years and the market making investors more jittery they've been in an awfully long time. our question today, are things about to get a whole lot sfwhors the drop in oil, cyclicals, small caps would seem to suggest they might. so would a spike in volatility. what's the best...
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Oct 11, 2014
10/14
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and then in overtime, it will be lawrence garnet to mike murphy and that would win it for boyertown 13. and overtime stunner. >> all right. that's great job coming up after the break it's a game that you have been waiting for. chosen by you the fans much the highlights coming up when we come back. well a reason why a lot of philadelphia to atlantic city is because it's so close, it's like a quick getaway. the ocean is a big draw. you can come and get some exercise, get some ice cream. love to come to the casinos, get some good food, put your feet in the water, and of course fishing. i love to fish off the pier. i'm a great fisherman. flounder, sea bass, striped bass, you name it, i'll eat it. and you can, like i say, be home within an hour. done it many times. over the past four years pennsylvania has gone from 9th to 47th in job creation. and now, news about our economy is getting even worse. "pennsylvania's jobless rate is up for the second straight month as employment fell and unemployment rose." "bond rating agency has cut pennsylvania's rating to double a minus because of recurrin
and then in overtime, it will be lawrence garnet to mike murphy and that would win it for boyertown 13. and overtime stunner. >> all right. that's great job coming up after the break it's a game that you have been waiting for. chosen by you the fans much the highlights coming up when we come back. well a reason why a lot of philadelphia to atlantic city is because it's so close, it's like a quick getaway. the ocean is a big draw. you can come and get some exercise, get some ice cream....
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Oct 11, 2014
10/14
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and then in overtime, it will be lawrence garnet to mike murphy and that would win it for boyertown 13. and overtime stunner. >> all right. that's great job coming up after the break it's a game that you have been waiting for. chosen by you the fans much the highlights coming up when we webuyanycar.com takes theg hassle out of sellingsuv? in just 3 easy steps. one, get your free online valuation. two, drive to your local car buying center. and three, walk out with your check in as little as 30 minutes. buying used cars is all we do... all makes and models... no dealership pressure. we'll even settle your loan or lease. so don't wait. get your free online valuation now at webuyanycar.com >> time now for the game of the week voted on -- by you the fans and it's st. joe' prep versus lasalle. let's head to the field for a passionate pre-game chant >> that's prime mal, prime mal. it's senior night for prep that means former eagle jon runyan among the parents he is coring their son john to the action st. joe's prep on the ground great look blockin blocking james bele touchdown. lasalle is to
and then in overtime, it will be lawrence garnet to mike murphy and that would win it for boyertown 13. and overtime stunner. >> all right. that's great job coming up after the break it's a game that you have been waiting for. chosen by you the fans much the highlights coming up when we webuyanycar.com takes theg hassle out of sellingsuv? in just 3 easy steps. one, get your free online valuation. two, drive to your local car buying center. and three, walk out with your check in as little...
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Oct 23, 2014
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. >> mike murphy. >> ingersoll-rand, breaking above 60. quarter fortinet. >>> you notice polyilwill pick it up neu. >>> you bet we will pick it up right there. the s&p up a percent and a third, and the russell closing in on a 2% gain. in one minute, why the bulls are running yet again today and why some say the evidence points to bigger jumps in the days and weeks to come. they have been some of the biggest ones, the biggest droppers. we set up special stock screen that taught us a real lesson in trends, and whether you're better off buying the big dippers or the steady eddies. we're focusing on the bag and blue chips this hour. first to sue, where the action is. >>> one of the biggest days for the bulls in fact. 3m, last trade up 7.80, almost a 6% gain. tractor supply is up 14.6%, and caterpillar coming in at up 5%. >> this happened on tuesday, we had another meltup. slow move to the up side during the day. what happened on tuesday, very similar to today. a bit of relief remember, they were big sellers during the panic. that's a problem,
. >> mike murphy. >> ingersoll-rand, breaking above 60. quarter fortinet. >>> you notice polyilwill pick it up neu. >>> you bet we will pick it up right there. the s&p up a percent and a third, and the russell closing in on a 2% gain. in one minute, why the bulls are running yet again today and why some say the evidence points to bigger jumps in the days and weeks to come. they have been some of the biggest ones, the biggest droppers. we set up special stock...
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Oct 23, 2014
10/14
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road and so it says you're doing a documentary film following gary hart around; we were following mike murphyand we operated as if that's the way it was happening. no, i think it's going to be you and me in the final stretch if i can hang on that long. good luck see ya in november. (robert altman) we had a fictional character that we were passing off into a world of real people. where i seem to feel i get the best results is by finding what the arena is and then set up that event and let it happen. i'm trying to give the audice a sense that, "oh, this is really happening maybe." and i'm trying to just break that fourth wall out. so our techniques became the same way. our lighting reflected that. we didn't want any good movie lighting because you say, "well, how could they get that with hand-held videocams?" so suddenly we were -- the medium was the message. (haskell wexler) whenever there's a device which has a recordable image, we're seeing reality filtered through human consciousness. and it can be artful. it can be devious. it can be truthful. it can be lying. but it is not -- reality has
road and so it says you're doing a documentary film following gary hart around; we were following mike murphyand we operated as if that's the way it was happening. no, i think it's going to be you and me in the final stretch if i can hang on that long. good luck see ya in november. (robert altman) we had a fictional character that we were passing off into a world of real people. where i seem to feel i get the best results is by finding what the arena is and then set up that event and let it...
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Oct 20, 2014
10/14
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strategist, mike murphy, may have said it best. the president is looking at a congo line of screw-ups. >> that's a perfect segue. president obama certainly has his critics but now it looks like the thrill may be gone for some of his supporters, too. check out these pictures as we were referencing thousands in the crowd this weekend. the president made a rare campaign appearance in the blue state of maryland but not long after he began speaking, everybody is like, bye-bye. that was pretty rude, actually. it began looking like a blowout football game in the fourth quarter. observers say it appears to be hundreds of people headed for the exits. a recent poll finds as many as one in seven americans say they regret voting for the president two years ago. it's not a good number. that poll taken in six states with key midterm senate races. this could be an indicator going in now to this home stretch for the midterm elections, let's talk about a little forecast of things to come. >> i think people are tired. i feel like people sit at home
strategist, mike murphy, may have said it best. the president is looking at a congo line of screw-ups. >> that's a perfect segue. president obama certainly has his critics but now it looks like the thrill may be gone for some of his supporters, too. check out these pictures as we were referencing thousands in the crowd this weekend. the president made a rare campaign appearance in the blue state of maryland but not long after he began speaking, everybody is like, bye-bye. that was pretty...
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Oct 21, 2014
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mike murphy said that this is something that the republicans can work with. this is a narrative of incompetence in his ideas and now that the president says, look. i can't stop you. my feelings won't be hurt if you don't want to invite me. i might be toxic for you. >> but his feelings are hurt. >> you think so? >> absoluting his -- absolutely his feelings are hurt. he's absolutely right. they vote with me. it is about politics. >> they're acting like he's stipgy. >> very vote for him, for his policies. what idiot doesn't know that that's going to vote in the elections. >> republicans are making that an issue. you can say i don't agree with the president but you can pull up their votes. >> that's why they come back and vote on the war. the president is right on two things. they are going to vote with him and probably sent the president a nice fruit basket for the gift he delivered with the radio interview z. do you think an edible arrangement dipped in chocolate? >> how about if we attacked from the left? he shows up at a venue to help them campaign. they don'
mike murphy said that this is something that the republicans can work with. this is a narrative of incompetence in his ideas and now that the president says, look. i can't stop you. my feelings won't be hurt if you don't want to invite me. i might be toxic for you. >> but his feelings are hurt. >> you think so? >> absoluting his -- absolutely his feelings are hurt. he's absolutely right. they vote with me. it is about politics. >> they're acting like he's stipgy....
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Oct 23, 2014
10/14
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stephanie link, mike murphy, john and pete najarian.gest day for the s&p 500 and nasdaq in more than a year and a half. credit earnings from a number of companies for the gains, 3m and caterpillar. the industrials were good.
stephanie link, mike murphy, john and pete najarian.gest day for the s&p 500 and nasdaq in more than a year and a half. credit earnings from a number of companies for the gains, 3m and caterpillar. the industrials were good.
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Oct 14, 2014
10/14
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mike murphy? >> american airlines. >> josh brown. >> bank of america buy. >> emc going higher. >> i like adv. >>> getting a nice ounce back today. "power lunch" picks up that story now. >> "halftime" is over. "power lunch" and the second half of the trading day starts right now. >>> look at this. that is green right there. one, two, three, four stocks. we haven't seen green in a while shooting up after yesterday's late day plunge. dow, nasdaq, s&p, why the change in direction? why all the volatility? we will try to answer those questions this hour. we are also watching the yield on the ten year very closely. if i get out of the way you can see it there. that is a red number there. the yield down to 2.27%. paying special attention to what that means for mortgage rates, housing markets. we went below 2.2% down to 2.19%. and four big threats to the american economy. they all begin with the letter e. energy, ebola, earnings and europe. we will look at all four of the big es. that used to be known as e
mike murphy? >> american airlines. >> josh brown. >> bank of america buy. >> emc going higher. >> i like adv. >>> getting a nice ounce back today. "power lunch" picks up that story now. >> "halftime" is over. "power lunch" and the second half of the trading day starts right now. >>> look at this. that is green right there. one, two, three, four stocks. we haven't seen green in a while shooting up after...
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Oct 29, 2014
10/14
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steven weiss, josh brown, mike murphy is the ceo of rows cliff capital, steve brasso. one of the most 25 powerful women in finance. a big group with us today because it is a big day. the countdown to qe. less than two hours now. the question of how the markets will react is front and center today. and if yesterday is any indication, investors are ready for this move. stocks soaring yesterday. mostly up again today. dr. j, the market is read. are you ready? >> i'm ready judge. and as pete has said many times when he is sitting in this seat, what i did was i put a little protection on. just in case. and by that i mean a little protection. i'm not looking for a significant pull back to the downside judge. but with us running all the way back up from the depths of 1820 in the s&p, i don't know why you wouldn't put some protection on into this. it was certainly cheap enough. so i did just that today. >> steve brasso are you ready for the fed? and what kind of levels should we will watching for this really dramatic comeback over the last two weeks. >> put it this week. if yo
steven weiss, josh brown, mike murphy is the ceo of rows cliff capital, steve brasso. one of the most 25 powerful women in finance. a big group with us today because it is a big day. the countdown to qe. less than two hours now. the question of how the markets will react is front and center today. and if yesterday is any indication, investors are ready for this move. stocks soaring yesterday. mostly up again today. dr. j, the market is read. are you ready? >> i'm ready judge. and as pete...
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Oct 1, 2014
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. >> by the way i want mike murphy on think hockey team. he's the enforcer. i absorb the check. get up ice and score. he fights the battle in the corner with john. but you are now talking. you started saying it is a trade. but now you are talking about fundamental issues with apple that sounds bigger than trade it. sound like you should not own apple. >> don't hide behind it is just a trade non sense. >> it is just a trade. in fairness, i tweeted ow this morning about the problem with the gap in the samsung note 4 which is out there as well. i'm equal opportunity hater. if there is something wrong with either of those company, samsung apple or lg or moto or whatever it is and i think people might putoff purchases. put off. i didn't say cancel and walk away and say i've never buying ab apple again kind of thing. i think what happens with the operating system and the phone have caused people to wait. and that is not good for the carriers like verizon, sprint and at&t. >> from 98 to 95 now. >> you won't any of that until they report earnings. by that time your options expired and y
. >> by the way i want mike murphy on think hockey team. he's the enforcer. i absorb the check. get up ice and score. he fights the battle in the corner with john. but you are now talking. you started saying it is a trade. but now you are talking about fundamental issues with apple that sounds bigger than trade it. sound like you should not own apple. >> don't hide behind it is just a trade non sense. >> it is just a trade. in fairness, i tweeted ow this morning about the...
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Oct 28, 2014
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steven weiss, mike murphy, pete and john najarian are co-founders of option monster. the tail of two techs. twitter dropping, alibaba popping. the latter becoming the largest publicly traded non u.s. company. the former down big after earnings disappointed the street. concerns of slowing user growth. twitter first. >> yeah. big disappointment in the user growth. only up 4.8%. a year ago numbers. that was disappointing. i think now this selloff today provided incredible opportunity. i actually jumped on some of the calls in there today. and in terms of alibaba i love what jack ma had to say about that company as well. >> you are looking positively at -- >> i am. absolute will i. i look at the numbers and i think there are ways they are going to be able to move that conversion rate into mobile space still. and when they talked about ad spend, and bob peck has been a bull on here. he was discussing the idea that as they have sold off you can see still there are area where is they got gains and where the gains are going to come is from the brands that are liking what they
steven weiss, mike murphy, pete and john najarian are co-founders of option monster. the tail of two techs. twitter dropping, alibaba popping. the latter becoming the largest publicly traded non u.s. company. the former down big after earnings disappointed the street. concerns of slowing user growth. twitter first. >> yeah. big disappointment in the user growth. only up 4.8%. a year ago numbers. that was disappointing. i think now this selloff today provided incredible opportunity. i...
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Oct 28, 2014
10/14
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steven weiss, mike murphy, pete and john najarian are co-founders of option monster. the tail of two techs. twitter dropping, alibaba popping. the latter becoming the largest publicly traded non u.s. company. the former down big after earnings disappointed the street. concerns of slowing user th
steven weiss, mike murphy, pete and john najarian are co-founders of option monster. the tail of two techs. twitter dropping, alibaba popping. the latter becoming the largest publicly traded non u.s. company. the former down big after earnings disappointed the street. concerns of slowing user th
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Oct 17, 2014
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mike murphy, johna ja john naja. --. we begin with stocks sharply higher. the moment investor sentiment appears to have shifted. what we think is a very positive signal, small caps are outperforming lately. the
mike murphy, johna ja john naja. --. we begin with stocks sharply higher. the moment investor sentiment appears to have shifted. what we think is a very positive signal, small caps are outperforming lately. the
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Oct 22, 2014
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josh brown and mike murphy. we begin with the search for opportunity.at stocks are coming off their best day of the year. a far cry from a week ago today. the s&p sliding. anxiety raising and investors wondering where their portfolios were going. certainly for at least one
josh brown and mike murphy. we begin with the search for opportunity.at stocks are coming off their best day of the year. a far cry from a week ago today. the s&p sliding. anxiety raising and investors wondering where their portfolios were going. certainly for at least one
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Oct 8, 2014
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. >> mike murphy, the other thing, oil rolling over 87 and change and threatening even lower. >> looks like the momentum is lower and a lot lower. and to energy, the xle trading down 15% off recent highs. i think that is one of the best areas to look for value in the market. >> that was rich pzena's point yesterday on the set. >> and even if oil does come down to 80 or 78, there is still going to be work for those guys. >> stocks are going to go lower, guys, aren't they? >> if oil continues to pull back? aren't thesis energy games toing to continue to slide. >> maybe some of these names are trying to get in front of that oil. and trying to pick the exact bottom on oil? on the actual product, that is a very tough game to play. but if there are quality names like some of the transportation names like the rail car manufacturers that we've discussed at length, they are getting killed like a greenbrier down at $55. but think back to friday, judge. we had -- again we were in a similar position. marked sold off big time and we got a v-shaped bottom. we bounced 200 points, rallied it in one da
. >> mike murphy, the other thing, oil rolling over 87 and change and threatening even lower. >> looks like the momentum is lower and a lot lower. and to energy, the xle trading down 15% off recent highs. i think that is one of the best areas to look for value in the market. >> that was rich pzena's point yesterday on the set. >> and even if oil does come down to 80 or 78, there is still going to be work for those guys. >> stocks are going to go lower, guys, aren't...
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Oct 31, 2014
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josh brown, mike murphy, we begin with this big rally to end an incredible month. the dow hitting a new interday high today. fresh stimulus in japan giving a big boost to stocks here and around the world. s&p up 15% in ten days. nasdaq up 12%. is there more room to go? is this too much to fast or not? everybody is bullish now again. >> it always feels like too much toovz. and as i mentioned yesterday i had been in the camp that i didn't think there was much more to go in this snap back and i said look the internals are telling me that i'm wrong. and yesterday pointed to the new high low index. today i'll point to advanced decline. expanding leadership. expanding amount of stocks joining the rally. companies that missed aerks coming back to new highs and companies that beat earnings continuing to lead. almost every sector, almost every stock. small caps, mid cap, large caps and now thanks to central bankers it's international. every continent. so i'm not sure if you could say this looks terrible. it looks nice. >> pete. between now and years end. what are you buying
josh brown, mike murphy, we begin with this big rally to end an incredible month. the dow hitting a new interday high today. fresh stimulus in japan giving a big boost to stocks here and around the world. s&p up 15% in ten days. nasdaq up 12%. is there more room to go? is this too much to fast or not? everybody is bullish now again. >> it always feels like too much toovz. and as i mentioned yesterday i had been in the camp that i didn't think there was much more to go in this snap...
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Oct 17, 2014
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mike murphy, johna ja john naja. --. we begin with stocks sharply higher. and for the moment investor sentiment appears to have shifted. what we think is a very positive signal, small caps are outperforming lately. the russell is on track for a gain this week. posing the question whether the worst is really over or is it bound to turn. steve weiss? >> my best guess is problems aren't done. we've not cured anything. you are seeing deleveraging by hedge funds and margin calls during the week and risk on because there are some compelling bargains out there. we've talked about through the week. basically the carnage in the underlying stocks was significantly greater than the indices. airlines for example. energies, for example. you still need to see the ecb come in and in a big way to stop the decline of the economy in germany and the rest of europe as well as china. >> when does it become time, job josh, to focus on the positives? falling oil prices, gas prices going down. consumer sentiment pretty good. underlying economy pretty good. earnings pretty good. ra
mike murphy, johna ja john naja. --. we begin with stocks sharply higher. and for the moment investor sentiment appears to have shifted. what we think is a very positive signal, small caps are outperforming lately. the russell is on track for a gain this week. posing the question whether the worst is really over or is it bound to turn. steve weiss? >> my best guess is problems aren't done. we've not cured anything. you are seeing deleveraging by hedge funds and margin calls during the...
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Oct 10, 2014
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. >> cody, it's mike murphy. wondering to your last point, why are we giving so much credibility to what the microchip guys are saying when two weeks ago we heard from micron and they gave extremely bull, outlook not only for the remainder of 2014 but 2015 as well. >> the only thing i'd say is micron will give you a visibility into pcs and the hand sets. microchip gives you broad exposure. micro controllers, the nuts and bolts mini processors that go into everything. you couldn't own a device today and not final a micro controller. they have a broad proxy but they have exposure. and one of the big concentration is to housing. we have to apply that to what is going on in china because that is one of the only places really thard blowing up today. the rest of the chip space feels pretty good so this kind of contraction i think is a real opportunity. we really like the wireless space t hand set guys the rf guys the rf micros. the sigh works that don't care what you sell. they just are putting chips in every smart pho
. >> cody, it's mike murphy. wondering to your last point, why are we giving so much credibility to what the microchip guys are saying when two weeks ago we heard from micron and they gave extremely bull, outlook not only for the remainder of 2014 but 2015 as well. >> the only thing i'd say is micron will give you a visibility into pcs and the hand sets. microchip gives you broad exposure. micro controllers, the nuts and bolts mini processors that go into everything. you couldn't...
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Oct 29, 2014
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steven weiss, josh brown, mike murphy is the ceo of rows cliff capital, steve brasso. of the most
steven weiss, josh brown, mike murphy is the ceo of rows cliff capital, steve brasso. of the most
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Oct 14, 2014
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joining me now mary thompson and mike murphy.et's take a look at the score card with 6% of the s&p 500 reporting. 9% have met estimates. 28% have come below forecasts. after the bell this could be a huge mover. on friday that was the microchip massacre essentially. the semi conductor index lost most market cap in a single day since the bursting of the tech bubble in 2000. the focus is going to be in mobile. are they still going to continue providing incentives for hardware makers to take chips and tablets? that caused a loss in the previous quarter. so i'm just curious. how are you trading? in a market like this is this just a name taken down as well? >> i think the key for intel will be if they can offset microchip news. it is strading 10% off recent high. i think if they have positives to say which will include pc demand that was a terrible thing to be in a few quarters ago. if intel can come out and refute claims from microchip's ceo i think the stock has a lot of upside. >> you are looking at csx. canadian pacific, impact of
joining me now mary thompson and mike murphy.et's take a look at the score card with 6% of the s&p 500 reporting. 9% have met estimates. 28% have come below forecasts. after the bell this could be a huge mover. on friday that was the microchip massacre essentially. the semi conductor index lost most market cap in a single day since the bursting of the tech bubble in 2000. the focus is going to be in mobile. are they still going to continue providing incentives for hardware makers to take...
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Oct 31, 2014
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josh brown, mike murphy, we begin with this big rally to end an incredible month. new interday high today. fresh stimulus in japan giving a big boost to
josh brown, mike murphy, we begin with this big rally to end an incredible month. new interday high today. fresh stimulus in japan giving a big boost to
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Oct 3, 2014
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mike murphy. and john and pete najarian. and paul richards. we do begin with what else? the market.fter better than expects jobs report. the unemployment rate its lowest since 2008. the dollars up. all of it seems to be more evidence. >> oh my. >> that
mike murphy. and john and pete najarian. and paul richards. we do begin with what else? the market.fter better than expects jobs report. the unemployment rate its lowest since 2008. the dollars up. all of it seems to be more evidence. >> oh my. >> that
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Oct 24, 2014
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josh brown is ceo of rid holtz wealth management and mike murphy. the stunning reports from amazon. a massive miss and even more questions than answers about where the company is going and whether investors have simply given up on bezos. the stock suffering another painful deline and now having its worst year since 2008 when it lost some 44%. pete they continue to spend money. >> that's not been a problem. they spend money. >> making drunken sailers look frugal. >> absolutely. and they look to international markets and that is not working either right now. those margins are off. so this is a real problem. folks are finally starting to embrace this. you always wondered when they would. and now looking at real number. this earnings season, i think more than any that we've gone through has really become the focus on these fundamentals and on these numbers. as we've seen the volatile markets people have to put up the right numbers. if they don't there is going to be punishment. >> this isn't about the spending. it is about the revenue guidance for the holiday quarter that was surprising
josh brown is ceo of rid holtz wealth management and mike murphy. the stunning reports from amazon. a massive miss and even more questions than answers about where the company is going and whether investors have simply given up on bezos. the stock suffering another painful deline and now having its worst year since 2008 when it lost some 44%. pete they continue to spend money. >> that's not been a problem. they spend money. >> making drunken sailers look frugal. >> absolutely....
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Oct 13, 2014
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, pete najarian co-founder of option munster, josh brown ceo of rid holtz wealth management and mike murphyus today, is tony dwyer chief strategist at cancord genuity. stocks off their worst week in more than two years and the market making investors more jittery they've been in an awfully long time. our question today, are things about to get a whole lot sfwhors the drop in oil, cyclicals, small caps would seem to suggest they
, pete najarian co-founder of option munster, josh brown ceo of rid holtz wealth management and mike murphyus today, is tony dwyer chief strategist at cancord genuity. stocks off their worst week in more than two years and the market making investors more jittery they've been in an awfully long time. our question today, are things about to get a whole lot sfwhors the drop in oil, cyclicals, small caps would seem to suggest they
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Oct 6, 2014
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friday but then going in reverse today, down nearly 1%p i'm here with the traders, pete najarian and mike murphy. introduce you to our guests in a moment. you figure the market would swish following the volatility of last week. looking into earnings coming in a couple days, the bankruptcy which everybody on the street is talking about today, pete. >> that's part of the concerns as we get into this next week, now we're talking about earnings, past the data, a lot of the things from last week. that doesn't mean volatility is gone. as we get into earnings we're going to see the elevation in the volatility. today we were down very small in the volatility index when the market was skyrocketing to the upside. but as we've pulled back watching the volatility come back in, a combination of a lot of things pushing this market around. like you said sloshing around but it's what we expected. >> murph, i go back to the question we asked several times last week, what's the tell in the market right now? is it the russell, small caps, is that the big concern that all investors should be worried about? or the s
friday but then going in reverse today, down nearly 1%p i'm here with the traders, pete najarian and mike murphy. introduce you to our guests in a moment. you figure the market would swish following the volatility of last week. looking into earnings coming in a couple days, the bankruptcy which everybody on the street is talking about today, pete. >> that's part of the concerns as we get into this next week, now we're talking about earnings, past the data, a lot of the things from last...
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Oct 27, 2014
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mike murphy ceo of rose cliff capital. jim is president of labenthal asset management.gin with stocks off their best week in years. the s&p amazingly up more than 5% from the lows of 12 days ago. this happens to be the biggest earnings week of the season with more than 140 companies reporting their numbers. including facebook and twitter. the drop in oil remaining a big story today as well, so our question is
mike murphy ceo of rose cliff capital. jim is president of labenthal asset management.gin with stocks off their best week in years. the s&p amazingly up more than 5% from the lows of 12 days ago. this happens to be the biggest earnings week of the season with more than 140 companies reporting their numbers. including facebook and twitter. the drop in oil remaining a big story today as well, so our question is
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Oct 20, 2014
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it seems like the thing to do but travel expert mike murphy we have on the show all the time. >> i thinkeople getting diseases can come to the u.s. i say that with great reservation. in the beginning i said in travel ban but right now this is continuing to spread, heavily in those three countries. nigeria has it under control. they have snuffed it out in nigeria. but sierra a leon and liberia it is rampant. stop diseases. people can still get in there, health workers and other folks but that doesn't stop the big problem. >> go ahead. >> explain the president and the cdc people, they don't want a ban. i will try to explain it. the way i understand it. they are monitoring 150 people coming in from african countries every day in this country. if you ban it, they will start lying and sneaking it in. >> they are saying we have people that will look at you when you come in and we will go ahead and check things out and make sure you don't i have fever. it is 21 day incubation per. with you will not see anything until they are there. so the traveling public, they shouldn't be concern, about ebol
it seems like the thing to do but travel expert mike murphy we have on the show all the time. >> i thinkeople getting diseases can come to the u.s. i say that with great reservation. in the beginning i said in travel ban but right now this is continuing to spread, heavily in those three countries. nigeria has it under control. they have snuffed it out in nigeria. but sierra a leon and liberia it is rampant. stop diseases. people can still get in there, health workers and other folks but...
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Oct 9, 2014
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. >> : they have in the past the see current management mike murphy shot earlier that a big truck comment up equipment as been pretty quiet baseball players are not known for ability to get up very early in the morning so only seven for your it now. i'm assuming they're going to cut pushed back leave time a little bit so long the players to get a little extra rest. >> : it talked with gary r. and just about 5 minutes more angles on the giants and we have so about foreigners ritter's and sharks. newmon >> : back to world series and services credenza join me sunday night as we break it all down with highlights was a reaction + as the raiders was the chargers and i look ahead at the 49 as monday night's matchup with the rams also midnight at 9 right after the news >> : progresso. i forgive you. you do? it's ok that your soup tastes like my homemade. it's our slow simmer vegetables and tender white meat chicken. apology accepted. i'm watching you, soup people. this week at safeway, buy four progresso traditional soups for five dollars with your club card. will come back to the morning news on
. >> : they have in the past the see current management mike murphy shot earlier that a big truck comment up equipment as been pretty quiet baseball players are not known for ability to get up very early in the morning so only seven for your it now. i'm assuming they're going to cut pushed back leave time a little bit so long the players to get a little extra rest. >> : it talked with gary r. and just about 5 minutes more angles on the giants and we have so about foreigners ritter's...
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Oct 3, 2014
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murphy. >> looks like we have a problem with your mike, sorry about that karen, you want to keep going, we'll start with the news and get to the accuweather forecast in just a couple of moments. >> two people fleeing police causing a wreck seriously injuring two people, the action cam was on the scene in wilmington, delaware. investigators say the two men crashed another carat lee boulevard at north market street. crews had to pull the woman that was trapped inside the vehicle that was hit. she is in in critical condition. the two men who were fleeing police are stable and being questioned by detectives about all this. >>> we have new developments in the ebola emergency this morning an emergency freelance journalist who was infect understand africa is being transported back to the u.s. for treatment. investigators are trying to figure out if the ebola patient in dallas managed to infect others. katherine scott is in the satellite center, katherine. >> officials are trying to prostitute the person in dallas for lying on his question questionnaire. freelance camera man has been covering the ebo
murphy. >> looks like we have a problem with your mike, sorry about that karen, you want to keep going, we'll start with the news and get to the accuweather forecast in just a couple of moments. >> two people fleeing police causing a wreck seriously injuring two people, the action cam was on the scene in wilmington, delaware. investigators say the two men crashed another carat lee boulevard at north market street. crews had to pull the woman that was trapped inside the vehicle that...
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Oct 22, 2014
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the candidates are state representative mike bost republican of murphy's burrow, green party candidateadshaw of carbondale and incumbent u.s. representative bill enyart democratic of belleville. the candidates will be questioned by wally parker of the senator newspaper janitor -- jennifer fuller and beth of the belleville news democrat. i will be your moderator tonight. we will begin with a two minute opening statement for me to the candidates and the order of which it was determined by drawing before the debate. representative bost will have the first opening statement. bost: thank you jack and thank you to the southern illinois and the end the belleville democratic -- or putting on this debate. i look forward to talking about the issues, presenting our opinions and our views. you know whenever it came time to decide whether or not i was going to run for this office it was a tough decision. my family and i sat down and talked about but a lot of people have asked why are you looking to do back? folks i have got nine grandchildren and this country is not headed in the right direction fo
the candidates are state representative mike bost republican of murphy's burrow, green party candidateadshaw of carbondale and incumbent u.s. representative bill enyart democratic of belleville. the candidates will be questioned by wally parker of the senator newspaper janitor -- jennifer fuller and beth of the belleville news democrat. i will be your moderator tonight. we will begin with a two minute opening statement for me to the candidates and the order of which it was determined by drawing...
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Oct 8, 2014
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murphy. >> oh, let's talk about, that mike jerrick lovers. >> this i hope he is not out having diet pepsi orhing. you played in a golf event with chris murphy, our anchor from 4:00 to 7:00 a.m. kind of kerrey is the anchor. >> good ratings i hear. >> you are calling him teeth owe why? >> his golf game went going very well. ball going crooked, once he got on the tito vodka, straight on. >> so you are now calling him, by the way, we make fun of him at work because he is such a dork. don't doesn't know the words to the current songs and stuff. >> he is all right in my bok. >> oh, look at. that will so sweet. >> number one in the league forgetting these pucks autographed? >> not everyone can afford a gist, but here, come down here, get nice puck, lucky enough to get the signs them them. guys are real good about signing them. this is another way of capturing part of the team and the players and probably our history. >> i love that you get awesome, when talking about our guys, i know they've -- they're trying real hard. >> what happens in the lockerroom, yep, they want to dot best they can do. som
murphy. >> oh, let's talk about, that mike jerrick lovers. >> this i hope he is not out having diet pepsi orhing. you played in a golf event with chris murphy, our anchor from 4:00 to 7:00 a.m. kind of kerrey is the anchor. >> good ratings i hear. >> you are calling him teeth owe why? >> his golf game went going very well. ball going crooked, once he got on the tito vodka, straight on. >> so you are now calling him, by the way, we make fun of him at work...
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Oct 16, 2014
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mike? >> yes, del? >> yes, i wanted to let you know we are right now listening to tim murphy. so as he begins i want you to continue and understanding as always as that as we do these represents if need be we will cut you off. >> all right. we'll call that the del walters disclaimer. >> the 2-minute warning. >> yes, indeed. we also will hear people defending dr. frieden. many people believe the media coverage as well and many of these calls that we're hearing for travel bans and the like are created an undue fear among the american public, after all the odds as president obama put it when he did cancel that trip to hold an emergency meeting here, he said we do not want to create an atmosphere of fear. there have been calls for a czar to look over this. lisa monaco has been charged with overseeing the american response to ebola. and the president in a speech at the cdc, there is also an overseas contingent on this, but an energy czar here to oversea the response statewide. lisa monaco, after all is the homeland security advisor and counter terrorism advisor. many think she obvi
mike? >> yes, del? >> yes, i wanted to let you know we are right now listening to tim murphy. so as he begins i want you to continue and understanding as always as that as we do these represents if need be we will cut you off. >> all right. we'll call that the del walters disclaimer. >> the 2-minute warning. >> yes, indeed. we also will hear people defending dr. frieden. many people believe the media coverage as well and many of these calls that we're hearing for...
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Oct 24, 2014
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chris murphy is here. >> yes, mike. >> did you sleep last night. >> i'm losing you guys, i can tell you i had a good time. i was so fast going down because i was so athletic and i had a great time. >> you look great. >> i think chris is going next. >> no, jen fredrick. >> no. >> chris, you need to go. >> i'm scared of heights. >> this is all about facing your fear. we did it for outward bound. i raised enough money. you were clowning me. i want to thank everybody that donated. you can still toe nate go to my fox philly.com. quincy is cleared is what they are just saying. >> thanks, quincy. >> i may do it again. >> drive home and take a nap, he hasn't slept in days. >> that was cool. >> but even more exciting, ladies and gentlemen, wake the kids, well, they should be upright now. i was the only one announce. >> one direction is coming back to philadelphia. >> ♪ >> so, one direction, just a announced, they are on the road again, in 2015 world stadium tourist on. it includes a stop at the link, lincoln financial field, south philadelphia, next september. we just want to give you heads up.
chris murphy is here. >> yes, mike. >> did you sleep last night. >> i'm losing you guys, i can tell you i had a good time. i was so fast going down because i was so athletic and i had a great time. >> you look great. >> i think chris is going next. >> no, jen fredrick. >> no. >> chris, you need to go. >> i'm scared of heights. >> this is all about facing your fear. we did it for outward bound. i raised enough money. you were clowning...
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Oct 17, 2014
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our chris murphy joins us with the story. >> mike and alex, they are calling this little guy miraclehree month-old puppy max may seem like any other dog. he is happy, wagging his tail as you can see bye he has a rough story. the just a few days ago he was close to death. the team at home at last dog rescue saved max from a high kill shelter on sunday night, where he was dropped off, with severe bite wound to his head and neck. they rush the puppy to a norristown vet hospital for surgery. veterinarians suspect that max was used as a so-called bait dog for dog fighting. veterinarians said he had one major bite if not two in the same area by a big dog with a lot of jaw power. so christie catuli the is now fostering max until he is well enough to be adopted full-time and that could take months and multiple surgery. the christie brings max to the vet every day to have his bandage change so his wound can heel properly. both christie and max's doctor says he is a happy dog with the great personality despite having gone through a horrible ordeal. they say am feyly will be lucky to have this
our chris murphy joins us with the story. >> mike and alex, they are calling this little guy miraclehree month-old puppy max may seem like any other dog. he is happy, wagging his tail as you can see bye he has a rough story. the just a few days ago he was close to death. the team at home at last dog rescue saved max from a high kill shelter on sunday night, where he was dropped off, with severe bite wound to his head and neck. they rush the puppy to a norristown vet hospital for surgery....