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Oct 1, 2020
10/20
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conagra, consolation, they reported stellar days.ll have one of them on later on but the market is like the honey badger, it doesn't care. if we're going into recession, i bet pepsico would rally four numbers. corona and modella are flying off the shelves. is do you know that we sold colgate for my charitable trust today? we told members we're take the nice game, because colgate's mainstays are too recession proof. toothpaste, tope, you use them no matter what i felt terrible selling that such a fine company. i use all their products i talk about this, and if you want to know how this works, i talk about this in confessions of -- this is as good a version as many. when my hedge fund was starting out, i just owned great franchise companies, because there's never going to be some company that will come in and take over their position but you know what? that works through periods of economic doldrums, but the stock fell apart, because the economy was on the mend. that's how these defensive stocks are trading right now you want to stay a
conagra, consolation, they reported stellar days.ll have one of them on later on but the market is like the honey badger, it doesn't care. if we're going into recession, i bet pepsico would rally four numbers. corona and modella are flying off the shelves. is do you know that we sold colgate for my charitable trust today? we told members we're take the nice game, because colgate's mainstays are too recession proof. toothpaste, tope, you use them no matter what i felt terrible selling that such...
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Oct 1, 2020
10/20
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conagra which we can talk about later boosted the dividend substantially, by 29%., is there are a lot of companies that don't know how to show that they are doing well in the period that is corona and the way to do it is to give you a dividend increase because that's something -- you don't do that -- very strong statement, very strong by starbucks, a lot of people worried about united states, i think you shouldn't, i think starbucks is reinventing themselves they've had problems with lines, there are so many vacant spaces, david, you said it's the roaring '20s in new york but there is a lot of vacant spaces. >> there are a lot of vacant spaces i'm just trying to point out there is a lot of life as well no tourists so it is all new yorkers. vacant spaces you do wonder about downtown areas where you don't have near full capacity in terms of people going to work who typically would stop at the starbucks in the way you would. >> i love starbucks and there is always such a long line that i would go to another starbucks. now i think that they're going to conquer -- i thi
conagra which we can talk about later boosted the dividend substantially, by 29%., is there are a lot of companies that don't know how to show that they are doing well in the period that is corona and the way to do it is to give you a dividend increase because that's something -- you don't do that -- very strong statement, very strong by starbucks, a lot of people worried about united states, i think you shouldn't, i think starbucks is reinventing themselves they've had problems with lines,...
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Oct 2, 2020
10/20
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a lot of the gainers here, the clorox's of the world, reminds me of your interview with conagra whichone of the s&p leaders today and the ceo did tell you that, you know, eating at home is a trend that is going to continue even with household budgets stretched. >> there was a kind of other worldly nature that was a great quarter and sean conley came on the show and showed you a charts of office space. showed you charts that include peloton, that included netflix and he just said, listen, if you want to know what our business is doing, these are the things, you have to gauge peloton. as long as peloton sales are going up, we're going to continue to do well. they do both lunch and dinner and the stock was down and i was -- plus they raised the dividend back to above where it was before where they cut it both sean and i off camera were marveling about how the market just sometimes just gets it wrong and conagra had a really great quarter, far better than expected and the market is catching up to that. one that also the people should watch is constellation brands. i mean, that stock was d
a lot of the gainers here, the clorox's of the world, reminds me of your interview with conagra whichone of the s&p leaders today and the ceo did tell you that, you know, eating at home is a trend that is going to continue even with household budgets stretched. >> there was a kind of other worldly nature that was a great quarter and sean conley came on the show and showed you a charts of office space. showed you charts that include peloton, that included netflix and he just said,...
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Oct 2, 2020
10/20
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CSPAN
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from his time on the wilkeses board of education to his role as president of conagra poultry, he was never satisfied with the status quo and believed complacency was never an option. as chairman of the wilkes county republican party he exercised a level of diligence and grace that was second to none. to blake's family i pray that god will continue to bless you and give you comfort during this difficult time. mr. speaker, i yield back. the speaker pro tempore: for what purpose does the gentlewoman from florida seek recognition? ms. wasserman schultz: i ask unanimous consent to address the house for one minute and revise and extend my remarks. the speaker pro tempore: without objection, the gentlewoman is recognized for one minute. ms. wasserman schultz: i rise to honor a fearless visionary woman who has transcended generations with her mind, compassion, and wit. as a jewish woman she was an inspiration to me, my daughters and millions of others. in hebrew there's a say, may your memory be for a revolution, than is our promise to justice ginsburg. around this country, access to vital r
from his time on the wilkeses board of education to his role as president of conagra poultry, he was never satisfied with the status quo and believed complacency was never an option. as chairman of the wilkes county republican party he exercised a level of diligence and grace that was second to none. to blake's family i pray that god will continue to bless you and give you comfort during this difficult time. mr. speaker, i yield back. the speaker pro tempore: for what purpose does the...
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Oct 6, 2020
10/20
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times people cut numbers beyond meat, it doesn't quit it just doesn't quit beyond meat, plant-based conagrasing plant-based. the millennials are the main shopping people these days and they like plant-based. look at that. >> yes >> the meat -- >> piper today, 130 to 178 on beyond meat. it is not the first price target increase in recent days. oil, again, leading, sector up 2% to bob pisani. good morning, bob. >> good morning, guys. happy tuesday. nice start to the day. 5 to 1 advancing to declining stocks modest move in the s&p it didn't look that strong the ad line really looking good these days down to about 3 to 1 as we open a few days and as carl mentioned, energy leading nicely here, banks, these are all associated with cyclicals,/reopening to a certain extent materials great month in september. industrials strong and tech is lagging. if you look at the megacaps, obvious reason for this, the u.s. -- release of a u.s. house antitrust report here that was negative on big tech and alying more investigations are coming you see modest declines here i don't think that's the really big issue
times people cut numbers beyond meat, it doesn't quit it just doesn't quit beyond meat, plant-based conagrasing plant-based. the millennials are the main shopping people these days and they like plant-based. look at that. >> yes >> the meat -- >> piper today, 130 to 178 on beyond meat. it is not the first price target increase in recent days. oil, again, leading, sector up 2% to bob pisani. good morning, bob. >> good morning, guys. happy tuesday. nice start to the day. 5...