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Feb 3, 2015
02/15
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ann report anadarko reporting a big shortfall. it's all about letters. whether a v-bounce and by year-end back 80, 90 or a "u" and at 6 on if you think it's "u" you don't want to buy, you want to sell them into this. >> what do you think? >> i'm leaning towards "u" i believe what dudley said, first quarter will have a gigantic amount of oil. a lot people say that so what? you got to move now. and if you feel like you've got to move now, you're going to be saying, i've got stocks that stifel said down 40%, start with the -- i'm not against that. i'm not against that anymore. the downgrades have been -- there's downgrades every day. >> when there's this many ground grades i get less fear fls. >> anadarko a big miss. people looking at charts of ge deciding whether that's a tell at this point. >> i think there's a lot of different tells. i think freeport really -- remember freeport bought oil at the top, it's copper it's gold. and downgraded by bank of america today, buy to hole. a lot of buys. stock's up premarket trading. stocks are up and what it tells me
ann report anadarko reporting a big shortfall. it's all about letters. whether a v-bounce and by year-end back 80, 90 or a "u" and at 6 on if you think it's "u" you don't want to buy, you want to sell them into this. >> what do you think? >> i'm leaning towards "u" i believe what dudley said, first quarter will have a gigantic amount of oil. a lot people say that so what? you got to move now. and if you feel like you've got to move now, you're going to...
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Feb 2, 2015
02/15
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first up we got to taul talk about anadarko.he decline in crude prices and the severe cap ex cuts that we've seen lately. that's going to really hold the keep for a lot of the e & p companies. on the bright side within the space a lot of analysts favor anadarko petroleum. on the negative side analysts don't think that the cap ex will have more to come. >> weep in mind, they had actually guided lower. they've been cutting cap ex for the last three years, and i can't remember the exact number, but they gave $37 billion. i don't want to say it because i can't remember off hand. they'll give more detail on it in the conference call in march. >> this has been such a wonderful company. it's run so well. >> the stock is down about 27% since august. kind of in line with its piers. the percent of it on the street, i mean, all of these companies, the estimates have gotten slished. in fact, if you take a look at the peak price target of anadarko back in august, the average price target then was $126. it's $97 now. it just shows you the sen
first up we got to taul talk about anadarko.he decline in crude prices and the severe cap ex cuts that we've seen lately. that's going to really hold the keep for a lot of the e & p companies. on the bright side within the space a lot of analysts favor anadarko petroleum. on the negative side analysts don't think that the cap ex will have more to come. >> weep in mind, they had actually guided lower. they've been cutting cap ex for the last three years, and i can't remember the exact...
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Feb 3, 2015
02/15
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anadarko up, eog on the upside. oil bottoming as well, not just exploration production stocks, bp was cutting capital expenditures but they're maintaining the dividend. no talk of a dividend cut in their earnings this morning and i think that was a big help in europe for the european rally. chevron, royal dutch shell on the upside. chevron below $100 a couple days ago. 108 right now. royal dutch shell was below 60 a few days ago. the stocks have been trying to bottom. bp was $35 too. real efforts here. mean time a great day for auto stocks. listening to phil lebeau report these january auto numbers but auto nation, that's a historic high for that. they had great numbers across the board. this is the biggest new car dealership in the united states and the numbers were up across the board. phil has been talking about all the great numbers this morning on the other auto companies. gm up 18%. honda had great numbers as well. gm trucks were up 42%. really terrific numbers overall. see up 2% and 1.2%. we've been holding o
anadarko up, eog on the upside. oil bottoming as well, not just exploration production stocks, bp was cutting capital expenditures but they're maintaining the dividend. no talk of a dividend cut in their earnings this morning and i think that was a big help in europe for the european rally. chevron, royal dutch shell on the upside. chevron below $100 a couple days ago. 108 right now. royal dutch shell was below 60 a few days ago. the stocks have been trying to bottom. bp was $35 too. real...
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Feb 17, 2015
02/15
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now, notably, he did increase positions in groupon, type offist, and anadarko petroleum. not completely out of the oil business. he sold off completely the halliburton stake, but added to an anadarko position he already had. interesting moves from leon cooperman, omega advisors. back to you. >> there's definitely a buy in equity markets. stocks have turned positive. the s&p 500 reaching a nigh record high. surpassing 2,100 for the very first time. >> guys what's turned around sentiment today? >> i think the big thing is the market has been very complacent around the whole greek issue. it didn't go down much this morning when news was out that there wasn't an agreement. it didn't go up much when there was word from an unnamed official that maybe they were going to get an extension. i think the market is a little bit complacent on this. i think the possibility of some undesirable outcome where they default is getting higher every day. >> i think what the market is telling is that it's betting on the fact that there is going to be a solution. this action that we're seeing in
now, notably, he did increase positions in groupon, type offist, and anadarko petroleum. not completely out of the oil business. he sold off completely the halliburton stake, but added to an anadarko position he already had. interesting moves from leon cooperman, omega advisors. back to you. >> there's definitely a buy in equity markets. stocks have turned positive. the s&p 500 reaching a nigh record high. surpassing 2,100 for the very first time. >> guys what's turned around...
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Feb 18, 2015
02/15
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symmetric found that anadarko, exxon, halliburton saw the most selling pressure with 90 anadarko, 78rton. eog and chevron also made the list. stock names in favor of technology seems to be dominant. apple, google facebook saw 10% of the universe of hedge funds add positions during the fourth quarter followed by citi and allergan, the pharmaceutical company, soon to be acquired by actavis. among the best stock pickers, the media and technology trend played out as well. best performing hedge funds in terms of long equity load up on time warner cable, cbs, netflix. i should note a tough quarter to generate alpha, with symmetric noting that 20% of the hedge funds surveyed through the s.e.c. filings were able to beat the benchmark with stock picks. of course we don't know what they're doing on the short side or what they might be doing in other products like bonds and rates but from the stock perspective, a tough climate beginning part of the year. >> layot of interesting narratives embedded in all of those. >>> tomorrow, live from arkansas with the ceo of walmart. doug mcmillon, after th
symmetric found that anadarko, exxon, halliburton saw the most selling pressure with 90 anadarko, 78rton. eog and chevron also made the list. stock names in favor of technology seems to be dominant. apple, google facebook saw 10% of the universe of hedge funds add positions during the fourth quarter followed by citi and allergan, the pharmaceutical company, soon to be acquired by actavis. among the best stock pickers, the media and technology trend played out as well. best performing hedge...
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Feb 18, 2015
02/15
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the best stock pickers of the quarter also bailed on anadarko and hess corp in a big way and lookingt the broader universe this is now 1,000 hedge funds tracked by symmetric that file publicly, anna darkco, exxon and halliburton sold off by scores of hedges, as at least two of those names could be on the upswing at the moment. >> netflix is a standout because it's been the best performer in the nasdaq 100. the smart money was very smart. >> right. the returns were great in the fourth quarter. i think 33%. >> i thought the buffet double down on ibm was interesting as some wondered whether he was getting an itchy trigger finger to bail. >> right. very interesting. he added more than 6 million shares, a large position, it's close to 80 million shares at this point at a time, of course, when people are very skeptical of big blue. one thing i took a quick look at, where has he bald out at timing, times that would seem to be odd before. if you think what he did with exxon, you wonder. it tesco, one example, they had accounting issues last year and he sold out. he talked recently about cono
the best stock pickers of the quarter also bailed on anadarko and hess corp in a big way and lookingt the broader universe this is now 1,000 hedge funds tracked by symmetric that file publicly, anna darkco, exxon and halliburton sold off by scores of hedges, as at least two of those names could be on the upswing at the moment. >> netflix is a standout because it's been the best performer in the nasdaq 100. the smart money was very smart. >> right. the returns were great in the...
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Feb 6, 2015
02/15
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BLOOMBERG
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anadarko devlin more conservative companies that have production that are spending in their financial you want to be careful about are the ones that have extended balance sheets. olivia: obviously, you are big into apple, one of the biggest positions for alger. my question is why do you still want to hold it with the arguments -- it is trailing p/e ratio, so there is an issue of whether or not it is too expensive, and then there is an over dependency on one product. 69% of revenue last quarter came from the iphone. are you worried it is not diversified enough? dan: it is pretty diversified. iphone is a device, but it is also driving growth in itunes, applications on the app store and most importantly, it makes it a sticky company for consumers. it is surprisingly strong to the consensus, but not for us. olivia: what about the price? matt: it is not a device. it is a lifeline. what do you do without an iphone, you have to upgrade every single time. dan: it is trading less than the s&p 500, provides higher growth in the s&p 500 -- it is a huge cash flow generator as well. there is a big
anadarko devlin more conservative companies that have production that are spending in their financial you want to be careful about are the ones that have extended balance sheets. olivia: obviously, you are big into apple, one of the biggest positions for alger. my question is why do you still want to hold it with the arguments -- it is trailing p/e ratio, so there is an issue of whether or not it is too expensive, and then there is an over dependency on one product. 69% of revenue last quarter...
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Feb 13, 2015
02/15
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danbury, halliburton, bakers hoousz apache, anadarko, all of those names are up 2%, 5%, or 6%. this is what i mean when i say a growth bid to the market this week. look at this. tech materials, consumer discretionary are the big market leaders along with industrials and financials. what you don't see here is more of the defensive names that are out there. like you tilts. straight down the last month. a lot of creation. there's a lot of shorting going on. shares here are going up because traders are trying to short a utilities because they see higher rates coming. >> the stock goes x dividend. i was quite surprised that zales didn't move much tiffany didn't move much. there wasn't a relationship on whether the economy was going up or down at the time. back to you, tyler. >> hat day, no? >> well i'm sorry. >> there's a deadlock ahead of monday's euro group meeting. both sides say there is still hope for a debt deal and that hope is reflected in greece's market. over the past week it is up 11.25%. >> with the s&p 500 once again hitting an intraday high. while the u.s. market is do
danbury, halliburton, bakers hoousz apache, anadarko, all of those names are up 2%, 5%, or 6%. this is what i mean when i say a growth bid to the market this week. look at this. tech materials, consumer discretionary are the big market leaders along with industrials and financials. what you don't see here is more of the defensive names that are out there. like you tilts. straight down the last month. a lot of creation. there's a lot of shorting going on. shares here are going up because traders...
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Feb 5, 2015
02/15
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i still like companies like anadarko, noble, who do have exposure here in the u.s.gain, break-even costs are going to go down. look back to 2009 where oil prices went to $34, it wasn't but a year and a half later we were at $90 a barrel in talking about increasing prices to $150 a barrel. >> all right. we'll keep an eye on. thank you, andy. andy lipow. >>> when we come back the ceo of cantor fitzgerald joins us with his take on the markets and what he's expecting for tomorrow's job number. dow up 133 points. [ male announcer ] your love for trading never stops. so open an account with schwab. and when a market move affects, say a cloud computing stock you're holding, we can help you decide what to do. with tools that help you see how market activity is affecting your positions. so when the time comes to decide whether to scale in or scale out... you can make your move wherever you are. and start working on your next big idea. ♪ ♪ there's nothing more romantic than a spontaneous moment. so why pause to take a pill? and why stop what you're doing to find a bathroom? w
i still like companies like anadarko, noble, who do have exposure here in the u.s.gain, break-even costs are going to go down. look back to 2009 where oil prices went to $34, it wasn't but a year and a half later we were at $90 a barrel in talking about increasing prices to $150 a barrel. >> all right. we'll keep an eye on. thank you, andy. andy lipow. >>> when we come back the ceo of cantor fitzgerald joins us with his take on the markets and what he's expecting for tomorrow's...
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Feb 25, 2015
02/15
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anadarko permian, 17% to 20% return if you drill wells now, we are not going to have any sort of cessationait a second. what? 70/20% return drill now at these prices. >> price for drilling come down dramatically, so many rigs. >> the idea of the saudis not increasing output to drive guys out of business? >> we're the swing producer, we are opec it's not them anymore. at $80, you'll see floodgates open. >> we're going closer to 40 than -- >> i think we're stuck here. every time -- the numbers out of annaadarko permian. even dry gas, thank you rbn, 13%, 14% return because the price of to drill -- >> how does that compare historically to the price to the return that -- what is the typical return. >> before this. >> before the costs declines. >> nothing here. they were making nothing until the rapid decline. 29,000 day rate down to 20,000. now it's nine days you can make a lot of money. technologicalley killing. >> happens quickly. >> three months. i saw the data from rbn. best keeper of the data. >> major, major development. >> eagle ford by the way when you listened to toll brothers they did
anadarko permian, 17% to 20% return if you drill wells now, we are not going to have any sort of cessationait a second. what? 70/20% return drill now at these prices. >> price for drilling come down dramatically, so many rigs. >> the idea of the saudis not increasing output to drive guys out of business? >> we're the swing producer, we are opec it's not them anymore. at $80, you'll see floodgates open. >> we're going closer to 40 than -- >> i think we're stuck...