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Oct 17, 2012
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and the paypal numbers to karen and b.k.'s point are through the roof. 35 billion versus 29 -- >> we actually lost -- oh, are you there, aaron? >> yes. >> fantastic. >> you're seeing good growth in the marketplace driven by mobile creating an eco-system for ebay that wasn't there two years ago. positive for ebay going forward. >> i noticed on the call they said mobile is their game-changer and they can't to believe they are the leader in the mobile space. that's not good news for verifone, but good for ebay and a reason it was able to turn around after hours. it was down over $3 at one point. >> what's worth more, ebay or paypal? >> we have a $53 target on ebay. we assigned $28 to paypal. $23 to marketplace. $2 for the gsi business. >> karen? what's it doing after hours? >> it's back -- >> $48. unchanged. >> yep. >> i like both parts of the business. paypal and marketplace. like them both. >> thank you all. stay tuned. we have lots more -- not just a little. we have a lot more action to trade. plus, stocks within striking dis
and the paypal numbers to karen and b.k.'s point are through the roof. 35 billion versus 29 -- >> we actually lost -- oh, are you there, aaron? >> yes. >> fantastic. >> you're seeing good growth in the marketplace driven by mobile creating an eco-system for ebay that wasn't there two years ago. positive for ebay going forward. >> i noticed on the call they said mobile is their game-changer and they can't to believe they are the leader in the mobile space. that's...
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87
Oct 23, 2012
10/12
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b.k., heading into the election, will the fair index continue to move higher? if so, what's the trade on the vix? >> i always find the vix itself very hard to trade. i think you're better off using low volatility. we're still at relatively low volatility. to buy protection, buy those puts. we're still at 16 on the vix, 16 on the s&p futures volatility. that's still relatively low. if you have some kind of a bearish stance, by some puts, protect your position, and if not, then i would not trade the vix itself. it's just too wonky of an index. >> but buy some puts and protect yourself that way. let's get to the next tweet. one sector that is getting hit. biotech. elliott wants to know if the biotech bubble is about to pop. josh, this index has run up 30% just this year. is it time to just wipe your hands and book profits? >> we've been long the xbi, which is the equal weight biotech index. we actually would be adding -- we want to watch and see if it holds 85, which was the support level from august. i think it's important to play this sector on an equal weighted
b.k., heading into the election, will the fair index continue to move higher? if so, what's the trade on the vix? >> i always find the vix itself very hard to trade. i think you're better off using low volatility. we're still at relatively low volatility. to buy protection, buy those puts. we're still at 16 on the vix, 16 on the s&p futures volatility. that's still relatively low. if you have some kind of a bearish stance, by some puts, protect your position, and if not, then i would...
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Oct 5, 2012
10/12
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b.k.? >> it goes back to this bearish sentiment that's out there that on a known event we know about the fiscal cliff, we've known about it for a year. ? >> we don't know the outcome. >> there's two out comes, really bad or not so bad. it's simple. it will get a little bit better which the market will rip on or we go over the cliff and you sell everything. if we get any movement away from the cliff it will be good for the market. as long as we hold 1425 we're going above 1500. >> john taylor was on "squawk box" this morning and talking about you got to trade the markets you got. i agree with him. that's the mantra we've lived by. trade what's in front of you. we're looking at a volatility index that's near the absolute loss. underneath 14. we're seeing evaluation plays that are working and continue network. i believe in potentially that 1500 level guy is talk about. we'll have some dips and rises. the overall trend continues to be to the upside. now these guys with money in bonds that money
b.k.? >> it goes back to this bearish sentiment that's out there that on a known event we know about the fiscal cliff, we've known about it for a year. ? >> we don't know the outcome. >> there's two out comes, really bad or not so bad. it's simple. it will get a little bit better which the market will rip on or we go over the cliff and you sell everything. if we get any movement away from the cliff it will be good for the market. as long as we hold 1425 we're going above 1500....
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Oct 25, 2012
10/12
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. >> at least it wasn't while b.k. was sitting here. >> yeah, you didn't hear anything. >> no, but he makes a good point in terms of the cash generation, karen. as long as they're generating this amount of cash, they have some leeway here. >> he was going to get to the point of capital allocation, which we all know has been horrific here. tremendously accretive for them to buy back stock. that would be the most accretive thing to do by a lot. dividend isn't accretive but it would be cash back to shareholders. i hope they do that but i'm not optimistic that we'll see a materially different capital allocation strategy. >> all right. well, coming up next we continue to bring you all the after-hours action. and later, microsoft pioneer who launched windows 95 will give us his take on the latest windows version to hit the shelves. stick around and find out if microsoft has finally found the game changer it has been looking for. tdd#: 1-800-345-2550 this morning, i'm going to trade in hong kong. tdd#: 1-800-345-2550 after th
. >> at least it wasn't while b.k. was sitting here. >> yeah, you didn't hear anything. >> no, but he makes a good point in terms of the cash generation, karen. as long as they're generating this amount of cash, they have some leeway here. >> he was going to get to the point of capital allocation, which we all know has been horrific here. tremendously accretive for them to buy back stock. that would be the most accretive thing to do by a lot. dividend isn't accretive but...
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broad is set to deputize between the sticks in his first ever european tie striker emmanuel i mean b.k. also remains a doubt response i got a bottle of group g. after losing both are opening games so how wayne is paramount for the red white. and i don't know i think he's going to be turning the russian been fico it's clear favorites you know group as well as you do you want to do better for second place now that he's been fully secure in celtic unfortunately we failed to secure any points against. so choose these games you might with because we can't afford to explore many more if you get sick and you get to go. well meanwhile domestically the focus turns to the bottom half of the table this monday night as clear so that off her eleventh have kicked off at home to bottom side vols at the wanderers once this season and the six points in safety room a woman kicked off ball then lead one nil thanks to alexander velez all of sixty eight minutes strike two minutes to go that time in so mara well meanwhile on sunday ten coach len it's not ski praised his players fighting spirit out there wai
broad is set to deputize between the sticks in his first ever european tie striker emmanuel i mean b.k. also remains a doubt response i got a bottle of group g. after losing both are opening games so how wayne is paramount for the red white. and i don't know i think he's going to be turning the russian been fico it's clear favorites you know group as well as you do you want to do better for second place now that he's been fully secure in celtic unfortunately we failed to secure any points...
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b.k. . did not play in last weekend when a deportee full on will sit out the european tie as well scottish champions celtic no dynamic to exploit a history put together boss the defense which has already conceded eleven lowly goals thus far this season celtic have already beaten spartak in moscow and drew have been feet at home so far so monitor tito villanova is well aware their upcoming opponents cannot be underestimated. by their body there for a crucial games left and no team is a sure of qualification at this point in time celtic were able to draw with ben feet and defeats apart clarke which tells me there is a serious threat i'm concerned with their counter-attack in ability but worries me most is our opponents these though and there's. plenty of action elsewhere throughout the continent. groupie you ventus are in denmark for an f.c. north test while shocked. with an out of sorts buy in munich side looks set to be the pick of group time clues will be aiming to keep point this in group
b.k. . did not play in last weekend when a deportee full on will sit out the european tie as well scottish champions celtic no dynamic to exploit a history put together boss the defense which has already conceded eleven lowly goals thus far this season celtic have already beaten spartak in moscow and drew have been feet at home so far so monitor tito villanova is well aware their upcoming opponents cannot be underestimated. by their body there for a crucial games left and no team is a sure of...