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Dec 7, 2015
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and if products overlap, they could divest them. >> this is david seaberg. not a question but a statement. this looks like a perfect example of mergers of equals where two companies will try to reduce costs and to figure out how to drive revenues going forward. i believe that is the ultimate goal now of corporations and ceos that don't want to get left behind and it seems this is a scenario that exists. >> who ends up coming in as the management of this. >> that is the question. >> that is the real question. >> and jarden, do they come in as potentially the lead manager on this deal? >> do you have anything on that subject? >> that is a problem with quote, unquote, merger of equals and there is questions about who run the companies. and egos get involved. we are not hearing of that here but that holds up these type of transactio transactions. >> dana, thank you very much. if you have any more news on the subject or details on how the terms might play out. let us know. let's trade this on the desk, guys. what do you think. >> jarden is a great company. martin
and if products overlap, they could divest them. >> this is david seaberg. not a question but a statement. this looks like a perfect example of mergers of equals where two companies will try to reduce costs and to figure out how to drive revenues going forward. i believe that is the ultimate goal now of corporations and ceos that don't want to get left behind and it seems this is a scenario that exists. >> who ends up coming in as the management of this. >> that is the...
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Dec 22, 2015
12/15
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so david seaberg, which fade do you buy? >> you look at amazon.n this show a million times. i think it is a name you look at long-term and say you have to own it. and they announced yesterday, i think yesterday, they are going to have a 20 airplane fleet. that shows you that the distributors can't keep up with the growth. nobody could keep up with the growth. and i look at the pullback and i think the stocks come back from the highs. we love it as a firm long-term. it is a name i stick with, no question. >> and the highlight of the decline of just 3% after a monster -- >> where is amazon. 665, give or take, a whisper off the all-time high. i think amazon is a name. and we've been negative at disney. it is going to fail. it has failed. i think it heads down to double-digits, meaning 98 which is where it held last time and then rere value ate there. >> and then a sector with robust ticket sales and strong profit margins and stocks are on pais to end the year in the bed. helen becker joining it. she is here on set. great to have you with us. what do
so david seaberg, which fade do you buy? >> you look at amazon.n this show a million times. i think it is a name you look at long-term and say you have to own it. and they announced yesterday, i think yesterday, they are going to have a 20 airplane fleet. that shows you that the distributors can't keep up with the growth. nobody could keep up with the growth. and i look at the pullback and i think the stocks come back from the highs. we love it as a firm long-term. it is a name i stick...
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Dec 23, 2015
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joining us is neil dudd and david seaberg. our big narrative for '16. how are they coming together? >> we talked about it on your show. i believe next year will continue to be this sort of same theme we saw this year, buying names that work, continuing to focus on names that have great growth stories, returning cash to shareholders, and having outshined prospects versus the rest of everything else from that perspective. if you look at healthcare, healthcare now is so much negative sentiment to it. that really is setting up. we're talking about that this morning on the desk. really could be setting up as a big opportunity going into next year. more on the large cap side. you can look at possibly healthcare. some of the large cap names outperforming by 10% 15% in the overall market. you know, also i think the really -- the focus is still on these growth internet based names will be where money gravitates to. i do see amazon as a stock that continues to work. i see the netflix of the world. as long as the story doesn't get deraile
joining us is neil dudd and david seaberg. our big narrative for '16. how are they coming together? >> we talked about it on your show. i believe next year will continue to be this sort of same theme we saw this year, buying names that work, continuing to focus on names that have great growth stories, returning cash to shareholders, and having outshined prospects versus the rest of everything else from that perspective. if you look at healthcare, healthcare now is so much negative...
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Dec 7, 2015
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our traders on the desk today are dan nathan, david seaberg, guy adami and a special appearance by themoditiys king dennis gartman. and oil hitting near seven year lows. and the one group of energy stocks that could take off after the collapse. plus new rubber maid and jam are hooking up in what could be a $20 million merger. so we have the reporter who broke that story and she will give us the very latest. >>> on top of that, small caps are doing something this month that they haven't done in a long time.
our traders on the desk today are dan nathan, david seaberg, guy adami and a special appearance by themoditiys king dennis gartman. and oil hitting near seven year lows. and the one group of energy stocks that could take off after the collapse. plus new rubber maid and jam are hooking up in what could be a $20 million merger. so we have the reporter who broke that story and she will give us the very latest. >>> on top of that, small caps are doing something this month that they haven't...