127
127
Apr 24, 2020
04/20
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i'll say this, i would not insult my barbecue by putting a beyond meat burger on it, b.k., but you know, that's neither here nor there what i'll say is despite the problems i had post-beyond meat, i think the stock's going to trade up to the january 21st tie of about 130 or so into earnings on may 5th and you have a big short interest in the tailwind and it's one of these names that people want to get in the way of and there's going to be an opportunity and i just think it will come in the form of 130, not 109, but if you want to hedge or double lever that i'll be beyond it. >> people playing the video of the beyond meat taste test it wasn't the video of the consumption of the alt-meat that was the problem. it was something that happened later that we luckily don't have any video of, tim. >> we seem to spend too much talking about that on this show and this has covid-19 headwinds and that is something that we're not going have much past this. there is no way there is a response and a classic ag story and commodity story. 51% are coming from food service. >> they have a headwind right no
i'll say this, i would not insult my barbecue by putting a beyond meat burger on it, b.k., but you know, that's neither here nor there what i'll say is despite the problems i had post-beyond meat, i think the stock's going to trade up to the january 21st tie of about 130 or so into earnings on may 5th and you have a big short interest in the tailwind and it's one of these names that people want to get in the way of and there's going to be an opportunity and i just think it will come in the form...
87
87
Apr 22, 2020
04/20
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that's strong, b.k., where do you go from here >> i think csx is interesting because it will be a leading indicator, but a read on what inventories are like and we know we had this huge surge as people started to hoard goods into it, but now inventories are normalizing. so you watch csx and you watch csx for a couple of dint reasons and you will get a read on what's going on with the trucking sector, as well as the shipping sector, plus they have that export coal sector which is really important on what the global economy is doing. so no surprise they pulled guidance i think every ceo in the world should do that, but i think this is the place you watch you see csx leading the market and that will make you more bullish. >> intermodal was weak, no surprise automotive was weak, no surprise, tim. how are you feeling about csx and if this is a breakthrough of what we're seeing in the broader economy? >> to echo some of the sentiments and the most important thing to me in shipping companies is finding the best cost efficiencies which we brought to you in csx that put you in a good spot in terms
that's strong, b.k., where do you go from here >> i think csx is interesting because it will be a leading indicator, but a read on what inventories are like and we know we had this huge surge as people started to hoard goods into it, but now inventories are normalizing. so you watch csx and you watch csx for a couple of dint reasons and you will get a read on what's going on with the trucking sector, as well as the shipping sector, plus they have that export coal sector which is really...
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77
Apr 27, 2020
04/20
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i'm not sure >> b.k.?k you have a great ceo who understands this situation you know, but make sure you don't get burnt. that's a joke on the beans and roasting >> we got it, we're not laughing sorry, i thought this thing was on >> it's fun, don't get me wrong, but it's much more fun when we're all in one place guy adami where do you stand on starbucks? >> the low we made a few weeks was the same low we made on christmas eve 2018 i'm in the b.k. camp you take the money and run melissa lee. >> for more options action, be sure to tune in to thefull show, that's friday 5:30 p.m. stn me up next, we got the final trade. you should be mad at forced camaraderie. and you should be mad at tech that makes things worse. but you're not mad, because you have e*trade, who's tech makes life easier by automatically adding technical patterns on charts and helping you understand what they mean. don't get mad. get e*trade's simplified technical analysis. >>> time for the final trade, let's go around the horn dan nathan >> yea
i'm not sure >> b.k.?k you have a great ceo who understands this situation you know, but make sure you don't get burnt. that's a joke on the beans and roasting >> we got it, we're not laughing sorry, i thought this thing was on >> it's fun, don't get me wrong, but it's much more fun when we're all in one place guy adami where do you stand on starbucks? >> the low we made a few weeks was the same low we made on christmas eve 2018 i'm in the b.k. camp you take the money...
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116
Apr 17, 2020
04/20
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. >> it is, b.k., and guy made a good point how dare you downgrade apple, but listen, analyst, you knoweveryone's struggling to work in this environment they may be slower on the uptick than they are. do you expect to see more calls like this whether it's on apple or other of these big-cap tech names that everybody's been buying for the last ten years. >> i think so. you know what's interesting about this, sully, i think it is a proxy for what's going on. we had this disinflationary, inflationary shock and you shut them down and with average selling prices and asps and those are going to go down apple announced a lower-priced phone and if you start to talk about the economy, why okay, this is going to happen to every company out there. they are going to have to lower their prices for the products that they sell and so you look at apple and they're the first to do it they're the first to close their stores and they're the first to lower the price on their phones. i think goldman made a great call here and i agree with guy you're not allowed to say anything bad about apple and it's a comp
. >> it is, b.k., and guy made a good point how dare you downgrade apple, but listen, analyst, you knoweveryone's struggling to work in this environment they may be slower on the uptick than they are. do you expect to see more calls like this whether it's on apple or other of these big-cap tech names that everybody's been buying for the last ten years. >> i think so. you know what's interesting about this, sully, i think it is a proxy for what's going on. we had this...
119
119
Apr 21, 2020
04/20
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i'm sure if b.k.e here he'd talk about the bitcoin you saw what happened in the may contract in terms of crude oil and it's because people were long and had no place to store it, if they had to take delivery that's why things happened there and quite frankly, there's a good chance it happens again with june. with that said, what if everybody was long gold and they said i want delivery think about that for a second and if the comex was unable to make the delivery. >> i think it sets up, troe extraordinarily well and when they're trying to torch their currencies and they have $17 trillion in negative yielding bonds and i'm with novo the gold trade. >> it almost sounds like the futures market and the people are going to -- i don't want to say, figure out that it's not real, but that there are pitfalls with the futures markets, right people were dumping oil because they didn't want to take physical delivery. you're saying people might want physical delivery of gold so what good is that contract >> well, w
i'm sure if b.k.e here he'd talk about the bitcoin you saw what happened in the may contract in terms of crude oil and it's because people were long and had no place to store it, if they had to take delivery that's why things happened there and quite frankly, there's a good chance it happens again with june. with that said, what if everybody was long gold and they said i want delivery think about that for a second and if the comex was unable to make the delivery. >> i think it sets up,...