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Oct 8, 2012
10/12
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north america and asia are the two big growth areas for accenture. what happens next? i can't help but notice on valuation, apple really isn't that high. some of the tech giants that are near highs, names like oracle and qualcomm also have pes below 20. if you believe apple's ipad or maybe ipad mini can cannibalize pc sales despite windows 8 coming out this month or google's growth trajectory with mobile ads and youtube can't continue, maybe those aren't such bad bets, guys. >> going to trade this, john. thanks for that. karen, you own apple and google, i want to ask you, because we had verrone on saying woe rather own google. at this point, have you been pairing your position in apple at all just from a portfolio management standpoint? >> no we had some quick spreads that we were long against some way out of the money calls. we unwound part of that trade today. sell willing some put spreads for exampletively getting longer, taking those out of the money calls. to use a clinton phrase, there's nothing wrong with a that will can't be fixed by what is right with apple. i
north america and asia are the two big growth areas for accenture. what happens next? i can't help but notice on valuation, apple really isn't that high. some of the tech giants that are near highs, names like oracle and qualcomm also have pes below 20. if you believe apple's ipad or maybe ipad mini can cannibalize pc sales despite windows 8 coming out this month or google's growth trajectory with mobile ads and youtube can't continue, maybe those aren't such bad bets, guys. >> going to...
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the consulting and outsourcing group accenture has brought some internet protocol television assets fromia, so this is something we'll continue to watch, and this will bolster the video capabilities of accenture, so two pieces of news featuring nokia, but as i noted, that is nearly an 8% gain for this mobile phone company. certainly a big move on a day where we do have a rally, which we've lost some of it, but a great move for nokia today. pack to you. ashley: thank you very much, nicole. let's go out to the cme and sandra. take it away. >> reporter: hey, ashley. well, some of your biggest movers on the cme today were in the energy sector. take a look at natural gas prices jumping 5 president on the session. weather in the midwest, we're starting to see temperatures cool down, and heating demand is picking up, so matchal gas prices up 5%, hitting a ten-month high today. we're also seeing shrinking supply of some of those meat products, hogs, live cattle, these were some of the best performers today on the cme. by the way, the usda showing that wholesale pork prices rose more than 3% just
the consulting and outsourcing group accenture has brought some internet protocol television assets fromia, so this is something we'll continue to watch, and this will bolster the video capabilities of accenture, so two pieces of news featuring nokia, but as i noted, that is nearly an 8% gain for this mobile phone company. certainly a big move on a day where we do have a rally, which we've lost some of it, but a great move for nokia today. pack to you. ashley: thank you very much, nicole. let's...
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Oct 8, 2012
10/12
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talking about rebranding his company accenture.challenges facing contractors and the perils of the federal buyer focusing on lowest price. and in that other presidential race in washington, teddy, with the help of the philly phanatic, won the fourth inning race at the washington nationals game. go nats. go to wjla.co when we switched to fios, we got better tv, better phone, better internet. it was like somebody like took our computer shook all the junk out of it. we're actually getting more for our money with fios. [ male announcer ] it's time to get more for your money. upgrade to verizon n fios internet, t tv and phone with our best price online. just $84.99 a month, guaranteed for one year with no annual contract. there's at least three computers. [ girl 1 ] a tablet. [ woman 1 ] couple of gaming systems. we could all be running at the same time. we do not notice any dips. [ male announcer ] get tv rated #1 in customer satisfaction. and get the school year off to a great start with america's fastest most consistent and most reli
talking about rebranding his company accenture.challenges facing contractors and the perils of the federal buyer focusing on lowest price. and in that other presidential race in washington, teddy, with the help of the philly phanatic, won the fourth inning race at the washington nationals game. go nats. go to wjla.co when we switched to fios, we got better tv, better phone, better internet. it was like somebody like took our computer shook all the junk out of it. we're actually getting more for...
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Oct 18, 2012
10/12
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KTVU
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"accenture made a lot of money with tiger woods. they didn't lose a lot when they dropped him." for the record, livestrong contributes 82% of donations directly to cancer-related programs - more than $29 million last year. nike also licenses the livestrong brand for merchandise. the u.s. postal service has cashed in all of its chips, and congress says no more. the usps reached its debt limit of $15 billion at the end of september. now, the service is unable to borrow any more money. its reported that the postal service will be able to stay afloat in the coming months due to a rise in mail traffic for the holidays. however, many say time is running out and that congress will need to pass legislation to save the struggling postal service soon. it's a good time to buy a home, but a new study finds the purchase is out of reach for americans in some metropolitan cities. interest.com conducted a survey and found median- income households are unable to afford a median-priced home in nearly half of the metropolitan areas in the u.s. "housing is a very local issue. there are some places,
"accenture made a lot of money with tiger woods. they didn't lose a lot when they dropped him." for the record, livestrong contributes 82% of donations directly to cancer-related programs - more than $29 million last year. nike also licenses the livestrong brand for merchandise. the u.s. postal service has cashed in all of its chips, and congress says no more. the usps reached its debt limit of $15 billion at the end of september. now, the service is unable to borrow any more money....
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Oct 25, 2012
10/12
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CNBC
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. >> caller: my stocks are boeing, b.a., american capital agency, agnc, accenture, acn, apple, aapl,rgy transfer partners, etp. >> okay. all right. let's go to work. let's tackle these two -- these companies are actionalertsplus.com, they are owned by my charitable trust. boeing reporting a magnificent quarter. this stock should have been up too and energy transfer partners, the worst stock i own for charitable trust. apple, own it, don't trade it. american capital, i like the dividend. we have consulting, mlp, aerospace, tech, mortgage reit, and i think that's terrific and i'm willing to keep it, but remember, energy transfer partners, the worst stock that my charitable trust owns. stay with cramer. >>> going back and forth with my colleague, writes with me at the street and here, and i've got to tell you, we both admit until this election, there's going to be many more days like today. it's torture out the
. >> caller: my stocks are boeing, b.a., american capital agency, agnc, accenture, acn, apple, aapl,rgy transfer partners, etp. >> okay. all right. let's go to work. let's tackle these two -- these companies are actionalertsplus.com, they are owned by my charitable trust. boeing reporting a magnificent quarter. this stock should have been up too and energy transfer partners, the worst stock i own for charitable trust. apple, own it, don't trade it. american capital, i like the...
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Oct 10, 2012
10/12
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CNBC
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for example, companies like accenture, proctor & gamble, the power house has over 25 brands, and something a little bit unusual like lamp corporation, which is one of the country's leading medical diagnostics businesses. common characteristics, very strong business models, high return on equity, and of course lots of strong and growing free cash flows. we think there's a lot of opportunity there over the long term. >> playing it safe, as a lot of people are right now. thank you, all, for your thought on today's market. see you later. >> thank you. >> so we've got about 54 minutes before the closing bell. the dow is lower by 134 points. the nasdaq is lower by 16. >> don't go anywhere. a lot more to come on this very busy wednesday edition of the "closing bell." watch. >>> coming up, limited exposure. can your portfolio take a major hit if china's economy continues its slowdown? we'll show you how to protect your bottom line straight ahead. >>> plus, home improvement. which company has a better foundation for growth, home depot or lowe's? we break down the numbers. >>> and fly in the ointmen
for example, companies like accenture, proctor & gamble, the power house has over 25 brands, and something a little bit unusual like lamp corporation, which is one of the country's leading medical diagnostics businesses. common characteristics, very strong business models, high return on equity, and of course lots of strong and growing free cash flows. we think there's a lot of opportunity there over the long term. >> playing it safe, as a lot of people are right now. thank you, all,...
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Oct 23, 2012
10/12
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WBAL
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i need you in accenture. >> caller: jim, how are you? >> good. how you? >> caller: good. my stock is aet. >> buy, buy, buy slams. >> stephanie link and i were kicking ourselves. why didn't we buy aetna? why didn't we buy aetna for the trust in let's go to janice in pennsylvania. >> caller: boo-yah, jim. hartford financial? >> goes higher. >> buy, buy, buy! >> i know becky had a big interview. i want to see that interview. john in virginia, john? >> caller: i got crm, november 145 calls. >> wow, you know what? keep them. keep them. you're playing that bounce, playing that bounce. carol in florida. carol? carol? >> caller: hello? >> hey, how are you? >> caller: i just want you to know -- >> no, no, it's chris berman. >> sell, sell, sell! >> dell, no. they don't have it. they're on the populist. bring the cart. and that, ladies and gentlemen, the conclusion of the "lightning round"! >> the "lightning round" is sponsored by td ameritrade. >>> coming up, sale in aisle 4? the brands of b and g foods probably have a room in your portfolio. don't miss cramer's exclusive with the
i need you in accenture. >> caller: jim, how are you? >> good. how you? >> caller: good. my stock is aet. >> buy, buy, buy slams. >> stephanie link and i were kicking ourselves. why didn't we buy aetna? why didn't we buy aetna for the trust in let's go to janice in pennsylvania. >> caller: boo-yah, jim. hartford financial? >> goes higher. >> buy, buy, buy! >> i know becky had a big interview. i want to see that interview. john in virginia,...
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Oct 8, 2012
10/12
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. >> it was reversed, the former ceo -- but meg whitman explained to us -- >> but ibm, s.a.p., accenturethree routinely hitting 52-week high companies, they save companies money when they come in, they're consulting companies. hewlett-packard is a hardware company with a consulting arm. that's not enough. are you going to split it into hardware and consulting? lenovo woke up one day at ibm and said, we don't need lenovo. that was a great call. ibm's made so many right moves in the last decade, it's extraordinary. hence why the stock's up. >> disney getting downgraded to what they call a 3 average over at karas. valuation now in line with historical growth trends, price target remains the same, not as much enthusiasm to buy names in the dow with the dow 500 points from an all-time high. >> my charitable trust sold disney last week. why? very big gain, didn't know what was going to take it up again, well-run company, bob iger doing a terrific job. but it tends to snowball. there's nothing there. the bank stocks, it's been done without a single upgrade that i can recall. now they're rolling
. >> it was reversed, the former ceo -- but meg whitman explained to us -- >> but ibm, s.a.p., accenturethree routinely hitting 52-week high companies, they save companies money when they come in, they're consulting companies. hewlett-packard is a hardware company with a consulting arm. that's not enough. are you going to split it into hardware and consulting? lenovo woke up one day at ibm and said, we don't need lenovo. that was a great call. ibm's made so many right moves in the...
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Oct 1, 2012
10/12
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CNBC
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accenture last week reported, these are remarkable. ibm has a mainframe cycle, too. consulting companies are on fire because they save companies money whenever they bring them in. >> finally, i think we have time for credit suisse going to a sell on nokia. >> nokia, i'm trying to figure out where it stops. i could do one of those, mow, larry, curly things where i go on the floor. but i do think that nokia has minimal upside. the balance sheet is going down. compare wit research in motion. research in motion is not a good short. cash is building. this one, you don't short $2 stocks. but they're doing poorly. windows 8, no one seems to want it except for ballmer, the ceo of microsoft. he probably isn't going to apple iphone 5 because of maps. i used it this weekend. >> you used apple maps? >> yeah, i got from boston to cambridge. this thing's terrific. >> before we go, you want to do ge? got a couple of price target boosts on friday. >> industrial outlook for them was so in contrast to what everybody else is saying. and this stock is an up stock. obviously we own share
accenture last week reported, these are remarkable. ibm has a mainframe cycle, too. consulting companies are on fire because they save companies money whenever they bring them in. >> finally, i think we have time for credit suisse going to a sell on nokia. >> nokia, i'm trying to figure out where it stops. i could do one of those, mow, larry, curly things where i go on the floor. but i do think that nokia has minimal upside. the balance sheet is going down. compare wit research in...
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Oct 2, 2012
10/12
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CNBC
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accenture just said these are strong. imperricly he's wrong. anecdotely he's right, imperricly he's wrong. >> not just highs but record highs in yesterday's recession. we are seeing the providers do well in today's stock market. >> i'm surprised how often it comes up when i have decision makers talking with me they are unwilling to commit additional capital as needed. we hear it from our guests, it comes up time and again. it is somewhat overstated. can it be paralyzing business to such an extent? but it is there and i think stories like today's "new york times" which indicate perhaps -- >> you mean sorkin. >> no, progress on the front page of "the new york times" perhaps that will be embraced. imagine what would happen if we dealt with the budget deficit in a meaningful way and did deal with the issues? one thinks the uncertainty cloud goes away. if it doesn't, there's something else going on. >> i was referring to a sorkin column arguing that a lot of the p.e. firms have to use this money in the next few months. pretty lofty money when you ta
accenture just said these are strong. imperricly he's wrong. anecdotely he's right, imperricly he's wrong. >> not just highs but record highs in yesterday's recession. we are seeing the providers do well in today's stock market. >> i'm surprised how often it comes up when i have decision makers talking with me they are unwilling to commit additional capital as needed. we hear it from our guests, it comes up time and again. it is somewhat overstated. can it be paralyzing business to...