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Feb 8, 2021
02/21
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or shift or what not and that's really showing through in digital sales >> the other side of the stifelhey did have a $200 price target but did raise it is to five to karen's point, it is cheap. cheap to the broader market and still cheap to walmart and if you put a margot multiple on target, and you're talking about the $225 price target that stifel has and on the tap you can see it in on earnings on march 2nd, and i think you stayed long target. >> target or wall markets tim? >> walmart not because target's done wruch morning. the valuation and we rating potential there is great and some of the other initiatives giving walmart the ability to push around other people i think everyone else is falling. they are not target which is why target has done so well in some of these brands. >> dap, i'll expand the choices for you. target, walmart or have it at it, i want none of the above >> how about costco down 10%, mel, from its 52-week highs made a couple of months ago and thinking about the stimulus and the size that we might get here. costco is one that could push back up to the prior high
or shift or what not and that's really showing through in digital sales >> the other side of the stifelhey did have a $200 price target but did raise it is to five to karen's point, it is cheap. cheap to the broader market and still cheap to walmart and if you put a margot multiple on target, and you're talking about the $225 price target that stifel has and on the tap you can see it in on earnings on march 2nd, and i think you stayed long target. >> target or wall markets tim?...
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Feb 1, 2021
02/21
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today's power movers, starting with dupont also sets another unit >>> sticksfix downgraded to hold, stifeldespite the downgrade, the form raising its price target >>> and we end with the viela bio. the dial gives horizon viela's pipeline of drugs in the immunology area. now over to seema mody perhaps 'em more interesting is the moved hitting the higher since march of 12013 is this just hyped, or is there true value in sill her matt, michael boop is, and matt, i'll start with you. what is the best way to play it? >> well, first, i want to take one second to wish my father a happy 91st birthday. you're the best. they track each other closely. i think all investors should be very careful here. you know, the shortage is high, but it's not extreme also, if you look at the futures traders, you look at the chart on that, it's not -- thee not short at all if anything, they're long. so i really think that investors need to be careful so be very, very careful here. besides they could raise requirements at any time and we need to be careful there. >> if there was one fundamental reason silver should
today's power movers, starting with dupont also sets another unit >>> sticksfix downgraded to hold, stifeldespite the downgrade, the form raising its price target >>> and we end with the viela bio. the dial gives horizon viela's pipeline of drugs in the immunology area. now over to seema mody perhaps 'em more interesting is the moved hitting the higher since march of 12013 is this just hyped, or is there true value in sill her matt, michael boop is, and matt, i'll start with...
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Feb 17, 2021
02/21
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lindsey is chief economist at stifel larry adam is chief investment officer at raymond james lindsey, let me start with you, do you hear anything in what the fed has said that changes your view on inflation or the growth of the economy, the trajectory of the economy or is it pretty much what you expected. >> very much in line with expectations what we hear is the committee highlighting the ongoing weakness, particularly when it -- very accommodative stance, but offer assurance to the market, and that they intend to remain in this very accommodative stance for the foreseeable future until the economy emerges, back to the full employment and stable inflation near 2%, which in the fed's pin could be several years from now there's a lot of optimism in the marketplace, but the fed says to get to this sustainable organic pre-pandemic level, it could be quite some time, so the minutes highlighting the emphasis that the fed has voiced to the marketplace through several commentaries, through several testimonies that they do intend to keep things low. >> let's turn the corner, larry, and talk a
lindsey is chief economist at stifel larry adam is chief investment officer at raymond james lindsey, let me start with you, do you hear anything in what the fed has said that changes your view on inflation or the growth of the economy, the trajectory of the economy or is it pretty much what you expected. >> very much in line with expectations what we hear is the committee highlighting the ongoing weakness, particularly when it -- very accommodative stance, but offer assurance to the...
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Feb 4, 2021
02/21
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first off, wedbush, and then there's stifel it says the apple car should drive increasing silicon content and invasion finally morgan stanley writes -- we believe apple would approach market with the same vertical integration it leverages in other markets. the bottom line is this, guys -- almost everybody within the industry expects apple to eventually build a car the question is, is this finally the first deal it makes? i should point out, we have talked to a number of people saying apple may be talking with other automakers as well so it's a developing story the question is, when do they finally pull the trigger and is this when they say, yeah, we're going to build a car. >> it'sing years of expectations and speculation, phil. certainly you have been all over there. just great reporting it's fascinating to see that this is finally potentially happening in this way. stick around we're going to bring in alex, founder of big technology for this discussion as well. alex, fully autonomous car we know autonomy is hard and other companies basically have a late where this is concerned and we do
first off, wedbush, and then there's stifel it says the apple car should drive increasing silicon content and invasion finally morgan stanley writes -- we believe apple would approach market with the same vertical integration it leverages in other markets. the bottom line is this, guys -- almost everybody within the industry expects apple to eventually build a car the question is, is this finally the first deal it makes? i should point out, we have talked to a number of people saying apple may...
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susan: target is called a buy at stifel. deliveries have been impressive.king about that all morning long because of tesla buying bitcoin, they're early adopters. they are the first to allow users to buy and sell bitcoin. you can imagine with bitcoin only going up to 44,000 levels there will be more activity in paypal and square. if we bring up palantir, we're up double digits. up 16% at session highs. a big deal with ibm. with palantir offering to supplement its data analysis with ibm's cloud. stuart: there are serious big gains today, that's a fact, whether you're talking cryptos or the stock market. that is huge gains. susan: you started off this hour talking about when the music stops, whether or not this party ends, this type of market activity is kind of on par, right, after we coming off a recession. usually go into bull market run that happened in 2008 with the longest bull market that lasted 11 years almost. stuart: just the speed and velocity going straight up, that is where i think has a lot of people worried. there we go. 31,000. susan: i'm tryi
susan: target is called a buy at stifel. deliveries have been impressive.king about that all morning long because of tesla buying bitcoin, they're early adopters. they are the first to allow users to buy and sell bitcoin. you can imagine with bitcoin only going up to 44,000 levels there will be more activity in paypal and square. if we bring up palantir, we're up double digits. up 16% at session highs. a big deal with ibm. with palantir offering to supplement its data analysis with ibm's cloud....