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Dec 5, 2023
12/23
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your most recent trade is expedia. tell me why. >> well, expedia is a really interesting story, a great company. if you look back over the last 15 years, they've grown their earnings at 15%. that's kind of the growth rate you see from apple and microsoft and google and yet expedia, like i said before, has great growth but it's around 11 1/2 times earnings. now travel had a huge problem during covid, but by early 2022, they were back to their pre-covid earnings. they're 50% higher today. we have that low multiple. some people worry about the top down, about travel being above trend. but i think what they're missing is the bottom up story is amazing. there's a huge margin expansion going on as they consolidate and focus on their core platforms. and people don't realize that while we all know the expedia site for online travel agencies, a quarter of the business is vrbo, which is growing very fast, and another quarter is a fast-growing b2b operation. >> joe, you have this in your etf. >> we bought it pretty well below $10
your most recent trade is expedia. tell me why. >> well, expedia is a really interesting story, a great company. if you look back over the last 15 years, they've grown their earnings at 15%. that's kind of the growth rate you see from apple and microsoft and google and yet expedia, like i said before, has great growth but it's around 11 1/2 times earnings. now travel had a huge problem during covid, but by early 2022, they were back to their pre-covid earnings. they're 50% higher today....
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Dec 19, 2023
12/23
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CNBC
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whatsoever to move away fm it you could see two things when you look at expedia. you could see in december of 2022 the low was 82, or you could see in februarof 2022, the high was 217 when momentum begins to build, and, by the way, momentum doesn't build because a bunch of people sit around and say let's drive capital in a particular stock, there's a fundamental catalyst that is the initiation of the process in which momentum funds will begin to gravitate towards the stock. and that's exactly what happens with expedia we saw the recovery throh 2023 the momentum is clearly in place, and when you look at that you see 217, the early part of 2022 and when stephanie talks about being maybe somewhat cauous around where nike is right now, i look at nike we've gotten tripped up in the better part of 2023. what do i see, the potential to go back to 179, and the green light is on. >> it's only if they re-establish the momentum. >> guys from a bigger pictur-- i'm sorry. >> it's only a sho-term concern because the fundamentals are there. remember a year ago inventories were u
whatsoever to move away fm it you could see two things when you look at expedia. you could see in december of 2022 the low was 82, or you could see in februarof 2022, the high was 217 when momentum begins to build, and, by the way, momentum doesn't build because a bunch of people sit around and say let's drive capital in a particular stock, there's a fundamental catalyst that is the initiation of the process in which momentum funds will begin to gravitate towards the stock. and that's exactly...
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Dec 12, 2023
12/23
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CNBC
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corner or coming, then you should be out of expedia or you should be careful of expedia and booking, because they both lost 60% in the last recession. >> makes a lot of sense. and it's funny that tim mentioned delta, because it's rallied 30% from that recent low. but he's right in indicating these are great trading stocks, and all the things you said are probably true, but it doesn't mean that delta can't rally another 15% from here, which would probably make sense, given the context of this range we've been in. >> rebecca, what do you think -- pent-up travel spending is almost over is what the analyst said. >> bank of america had an analyst on your air this morning who was talking about what they're seeing from all their consumer data, and basically consumers moderating, but at the margin, and where they are spending, it is increasingly experiences so, the hotels, the flights. doesn't mean the stock is going to move exactly with that, but from a macro perspective, moderation in spending, but still pretty resilient. and until that changes, i think -- and they're focused on services,
corner or coming, then you should be out of expedia or you should be careful of expedia and booking, because they both lost 60% in the last recession. >> makes a lot of sense. and it's funny that tim mentioned delta, because it's rallied 30% from that recent low. but he's right in indicating these are great trading stocks, and all the things you said are probably true, but it doesn't mean that delta can't rally another 15% from here, which would probably make sense, given the context of...
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Dec 22, 2023
12/23
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FBC
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amazon, expedia, meta and doordash.r this cloud business is going to reaccelerate for them next year. we think it will because we're past most of the optimizations that we've seen across the industry. if that doesn't happen, thing stock won't work. fit does, the stock goes higher. expedia, this is kind of the catch-up trade. the other travel names have done really well, expedia's out there with the lowest multiple, about 14 times earnings, and it's probably going to have the best growth rate. meta, even though it's up 170% year to date, the truth is it's till trading kind of at a market multiple. as with the rest of the group, we're going to be doing come pounding, or so companies that can deliver high quality earnings growth can outperform the market. not like this year -- david: won't be 20%, but still be -- doordash? >> yeah. yes, and doordash is now about to hit profitability. it's kind of like the uber cap list, you know, over the last 18 months we watched uber hit profitability, positive free cash flow, watch that
amazon, expedia, meta and doordash.r this cloud business is going to reaccelerate for them next year. we think it will because we're past most of the optimizations that we've seen across the industry. if that doesn't happen, thing stock won't work. fit does, the stock goes higher. expedia, this is kind of the catch-up trade. the other travel names have done really well, expedia's out there with the lowest multiple, about 14 times earnings, and it's probably going to have the best growth rate....
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Dec 12, 2023
12/23
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KDTV
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y expedia. oficiales de la uefa champions league. ♪ ♪ ♪ the winter play was really coming together. ♪ until... disaster struck. ♪ tensions... were high. ♪ luckily, replacement costumes were shipped with fedex. which means mr. harvey... could picture the perfect night. ♪ we're delivering more happy for the holidays. ♪ ♪ la compañía de cable aumentó mi internet y ando echando chispas. ¡eso es mucho bla bla bla! metro tiene internet 5g por $20, si calificas. sin facturas que aumentan ni nada de bla bla bla. !uf! internet 5g por $20. metro. hay una en cada familia. tú sabes... ...la que desafía los límites. ♪♪ la que siempre busca un nuevo reto. ♪♪ la que nunca se echa para atrás y siempre está ahí. todas las familias tienen una. nosotros tenemos tres. conoce a la familia zr2 de chevy. ♪ ♪ estaremos ahí por si le pasa algo a tu auto en este día especial. mamá, para eso tengo a state farm. es que es peligroso manejar en carretera. si pasa algo, le mando un texto a mi agente. tranquilos. state farm es
y expedia. oficiales de la uefa champions league. ♪ ♪ ♪ the winter play was really coming together. ♪ until... disaster struck. ♪ tensions... were high. ♪ luckily, replacement costumes were shipped with fedex. which means mr. harvey... could picture the perfect night. ♪ we're delivering more happy for the holidays. ♪ ♪ la compañía de cable aumentó mi internet y ando echando chispas. ¡eso es mucho bla bla bla! metro tiene internet 5g por $20, si calificas. sin facturas que...
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Dec 26, 2023
12/23
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CNBC
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expedia is up 56% in just three months. it's amazing because people -- it's not like they just all of a sudden, there was this renewed appetite to travel and spend money on airfare and hotels and everything else. these stocks have had an incredible run of late as this appetite remains for whatever experience you want to have, whether it's the concert goers, beyond say, taylor swift, whether it's traveling, expedia and those stocks doing well. the airlines have had a good go of it. >> don't forget cruises. best stocks of the year. royal caribbean and carnival are in the top ten, up 164% for royal caribbean. karncarnival up 134%. ceo josh weinstein continues to say there are no signs about decreased demand. th they're not seeing it. cruises were late on the post pandemic travel rebound. still, the amount of demand and what people are paying on prices continues to be a priority. i keep thinking of the other areas where there doesn't seem to be a slowdown. dodgers spend a billion dollars on a couple of free agents. it's remarka
expedia is up 56% in just three months. it's amazing because people -- it's not like they just all of a sudden, there was this renewed appetite to travel and spend money on airfare and hotels and everything else. these stocks have had an incredible run of late as this appetite remains for whatever experience you want to have, whether it's the concert goers, beyond say, taylor swift, whether it's traveling, expedia and those stocks doing well. the airlines have had a good go of it. >>...
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Dec 15, 2023
12/23
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KNTV
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a recent survey by expedia found the average traveler spends more than five hours researching before trip. i know i do. clicking through close to 150 pages of content. some travel companies have started using artificial intelligence to simplify the process. the founder of one online company matador network says they recently rolled out a chat bot called guy geek. it can create an itinerary, find deals, repzs within your budget, and destinations off the beaten path. he also believes it can save time and most importantly money. >> you don't have to do that. you don't have to go picking through the internet, looking for the bits and pieces that will make up a great trip. it's just going to deliver those to you in about three seconds. >> he also points out the more specific you are with the search, the more precise your recommendations will be. >>> happening tonight, some holiday spirit in the heart of san francisco's tenderloin. mayor london breed will be on hand for tonight's tree-lighting ceremony. this is video from two years ago. that event is now in its sixth year. it starts at 5:0
a recent survey by expedia found the average traveler spends more than five hours researching before trip. i know i do. clicking through close to 150 pages of content. some travel companies have started using artificial intelligence to simplify the process. the founder of one online company matador network says they recently rolled out a chat bot called guy geek. it can create an itinerary, find deals, repzs within your budget, and destinations off the beaten path. he also believes it can save...
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did you want it there to be hands on activities, expedia and it to be experienced based on the display of the front of the 2 experiments. the children are taught how to find micro plastics in every day. products. the one experiment is to find out if the odd micro plastics, beads in face washes, learning using all their senses and their imagination story telling really captors the children's attention we came up with was a very creative way of stories. we created these stories, these dialogues between 2 to maureen creatures or sea creatures. there's the y circle, and then there's a smart student starfish. and they're having a discussion. so all the scientific content that we're talking about of micro plastics like the why do fish michael plastics and planting? this is all put in a story. so every less than the story continues and students are able to also read the story, the teacher can read with the students on both of them. the see change program has been developed in cooperation with somebody not to school or taught of days based listed on to the c chance program. we created a vis be
did you want it there to be hands on activities, expedia and it to be experienced based on the display of the front of the 2 experiments. the children are taught how to find micro plastics in every day. products. the one experiment is to find out if the odd micro plastics, beads in face washes, learning using all their senses and their imagination story telling really captors the children's attention we came up with was a very creative way of stories. we created these stories, these dialogues...
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Dec 26, 2023
12/23
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CNBC
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sara was talking about restaurants and spending there, experiences, cruise lines, expedia. some of joe's stocks in the travel space have done well. >> yeah, and actually operationally all those sectors have done well for over a year now. the markets are believing these numbers will not fall off a cliff. employment is still very strong, this as the fed may be cutting as early as march. let's face it, they're done raising and that helps the economy not hurt it. it's good we're talking risks but there are positives. for the commercial real estate, that's a positive. let's look at residential mort gangs. the housing market looks like it's picking up. i think we have a healthy balance between opportunity and risk here. >> weiss, tgd you bought. tell me more. >> it's really a special company. and what the company designs to do and what they say, they own 48 independent operating companies. what their goal is, and they've been successful doing it, is to generate private equity returns. all these businesses operate autonomously. it's like berkshire. jim would like this. it's aerosp
sara was talking about restaurants and spending there, experiences, cruise lines, expedia. some of joe's stocks in the travel space have done well. >> yeah, and actually operationally all those sectors have done well for over a year now. the markets are believing these numbers will not fall off a cliff. employment is still very strong, this as the fed may be cutting as early as march. let's face it, they're done raising and that helps the economy not hurt it. it's good we're talking risks...
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Dec 25, 2023
12/23
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CNNW
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microsoft, google, twitter, expedia, a and amazonn are e the big dodogs in town.lyly referred d to asas tech boysys or tech b , rarapidly chananging the da ofof the city,y, rewiring i it to satisisfy ththeir own nenewly empowewed nerdrdly appetitites. meet ourur new applele martrtini-drinkiking overloro. - ♪ tech boysys ♪ - ♪ t tech boys ♪ ♪ ♪ - ♪ tech boysys ♪ - ♪ t tech boys ♪ - ♪ tech h boys ♪ - ♪ tech boboys ♪ ♪ ♪ - ♪ tech h boys ♪ - ♪ tech boboys ♪ ♪ ♪ -- ♪ witith your musustache and yourur paycheck k ♪ ♪ andnd your blueue badge ♪ ♪ andnd your limpmp dick ♪ ♪ witith your mououth full of thehe party linine ♪ ♪ and your r weekends workining overtimeme ♪ ♪ overtimime, overtimime, ovovertime, ovovertime ♪ - fish a and chips i is the ththing, rightht? - ththat's the t thing. - - yeah. - astra a elane and duststin pattersrson are e members ofof the localal d the godsds themselveves. they wrorote a songg abouout the new w kids in tot. okay.. pacific ininn pub is a holdldout, a plplace that h has, so far, mamanaged to r resist the temptatation to a appease thehe inva
microsoft, google, twitter, expedia, a and amazonn are e the big dodogs in town.lyly referred d to asas tech boysys or tech b , rarapidly chananging the da ofof the city,y, rewiring i it to satisisfy ththeir own nenewly empowewed nerdrdly appetitites. meet ourur new applele martrtini-drinkiking overloro. - ♪ tech boysys ♪ - ♪ t tech boys ♪ ♪ ♪ - ♪ tech boysys ♪ - ♪ t tech boys ♪ - ♪ tech h boys ♪ - ♪ tech boboys ♪ ♪ ♪ - ♪ tech h boys ♪ - ♪ tech boboys ♪...
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Dec 28, 2023
12/23
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CNBC
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expedia, up 75%. and airbnb, up 60%. those booking platforms had a banner year in 2023.ome of them at or near record highs. others have a little bit more to go. one place that hasn't seen the kind of participation that we have from some of these other names has been getting to those locations. airline stocks have not done very well at all on a relative basis. you take a look at southwest airlines, actually down for the year. american airlines, up 10%, still underperforming the broader market. united airlines, up about 11% as well. it's been an interesting divergence, sara, when it comes to consumer spending. investors have favored those destinations and the ways that you get there but not the travel itself to get to some of those sp spots. >> unless you're taking a cruise, which isamazing. >> yes, exactly. >> dom chu, thank you. >>> as we head to break, let's hit the bond report now and take another look at how treasurys are faring this morning. little bit of a reversal of the trend, which has been buying bonds. we've seen it over the last few weeks. it's been a powerful
expedia, up 75%. and airbnb, up 60%. those booking platforms had a banner year in 2023.ome of them at or near record highs. others have a little bit more to go. one place that hasn't seen the kind of participation that we have from some of these other names has been getting to those locations. airline stocks have not done very well at all on a relative basis. you take a look at southwest airlines, actually down for the year. american airlines, up 10%, still underperforming the broader market....
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Dec 13, 2023
12/23
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CNBC
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you saw a lot of capital moving into expedia.ding. >> i own visa and mastercard. >> you do, okay, i'm sorry. we did mastercard, but visa, we don't need to do that one. >> they're both toll collectors at the end of the day. the biggest negative is do you get congress coming after them again? what i like about them is as a consumer, as issues with credit, they don't get affected at all, because they're just collecting on volume. >> i take back my criticism of you. weiss, let me move to criticize you. you don't own any of these. >> that must be a typo. >> why? >> he owns them. >> you don't own visa or mastercard. >> i don't. i used to own visa. i thought it got expensive, so i sold it. >> why not costco? >> i think it's expensive. ditto with palo alto. i don't think they're cheap. so i don't open them. >> you do open the joe snmplt -- joe t.? >> i do, including the other 150 stocks he owns. >> we're going to take a break. backft ts. aerhi across the globe, industries are transforming and businesses need to navigate the changing land
you saw a lot of capital moving into expedia.ding. >> i own visa and mastercard. >> you do, okay, i'm sorry. we did mastercard, but visa, we don't need to do that one. >> they're both toll collectors at the end of the day. the biggest negative is do you get congress coming after them again? what i like about them is as a consumer, as issues with credit, they don't get affected at all, because they're just collecting on volume. >> i take back my criticism of you. weiss,...
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Dec 22, 2023
12/23
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FOXNEWSW
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you have to talk to expedia if that's a problem. >> tyrus: i was trying to get to work, sometimes youces you don't know! i think we need to push this back for a while until he make sure there's no bleeped tyrus on that list! >> greg: pedophile island does sound like a disney film that hasn't been made yet. so, kat, here's an important question. could people be unfairly maligned if they are in this book? what if they had no idea what he was doing? maybe they met with him about some kind of college grant he was going to give. i'm trying to be nice. >> kat: well, i know i didn't go. >> greg: once! >> kat: here's the thing, i don't trust that this is not going to be released in a curated way. they are showing us names, but they are showing us the names they are okay with. i want to see the names they don't want us to see. but i'm shocked. i really think, if it was up to this list coming out, or finding out who was the person who had all that diarrhea on the delta flight -- remember that? that's been more of a secret than this. >> greg: that was brian kilmeade. >> kat: i heard it was a wom
you have to talk to expedia if that's a problem. >> tyrus: i was trying to get to work, sometimes youces you don't know! i think we need to push this back for a while until he make sure there's no bleeped tyrus on that list! >> greg: pedophile island does sound like a disney film that hasn't been made yet. so, kat, here's an important question. could people be unfairly maligned if they are in this book? what if they had no idea what he was doing? maybe they met with him about some...
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Dec 19, 2023
12/23
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CNBC
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expedia at its highest level since may of last year marriott and hilton touching record highs today andhey get the attention during the holidays. can last iyear's flight remas be avoided this year? that's coming up the first time you made a sale online with godaddy was also the first time you heard of a town named dinosaur, colorado. we just got an order from dinosaur, colorado. start an easy to build, powerful website for free with a partner that always puts you first. start for free at godaddy.com we planned well for retirement, but i wish we had more cash. you think those two have any idea? that they can sell their life insurance policy for cash? so they're basically sitting on a goldmine? i don't think they have a clue. thas crazy! well, not everyone knows coventry's helped thousas of people sell their policies for cash. even terpolicies. i can't beeve they're just sitting up there! sitting on all this cash. if you own life insurance policy of $100,000 or more, you can sell all or part of it to coventry. even a term policy. for cash, or a combination of cash and coverage, with no fu
expedia at its highest level since may of last year marriott and hilton touching record highs today andhey get the attention during the holidays. can last iyear's flight remas be avoided this year? that's coming up the first time you made a sale online with godaddy was also the first time you heard of a town named dinosaur, colorado. we just got an order from dinosaur, colorado. start an easy to build, powerful website for free with a partner that always puts you first. start for free at...
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Dec 11, 2023
12/23
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FBC
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go look at expedia, booking holdings, part of the travel.en coming up. big help has been oil prices coming down but also businesses is pretty brisk and pretty darn good. so i think it is the whole complex at this time. as i stated, from july to end of october i can't begin to tell you how many days advance-declines were two to one to three to one negative. now we're getting the opposite. it is broad-based. i have no idea how long it lasts or how far it goes. i have no idea what mr. bubbles will say on wednesday. all i know in real time right now it is pretty darn good. charles: right. >> let's hope it continues. give me a few months of this and i'm a happy guy. charles: this is the fomo for the 65 and older crowd. they're spending money and enjoying life. gary, thank you very much, my friend. always appreciate it. >> thank you, charles. charles: my next guest says time to rotate out of those megacap names and guess what he likes? he likes semis also. dan fitzpatrick there on that and other things as well. we'll be right back. ♪. (sfx: stone
go look at expedia, booking holdings, part of the travel.en coming up. big help has been oil prices coming down but also businesses is pretty brisk and pretty darn good. so i think it is the whole complex at this time. as i stated, from july to end of october i can't begin to tell you how many days advance-declines were two to one to three to one negative. now we're getting the opposite. it is broad-based. i have no idea how long it lasts or how far it goes. i have no idea what mr. bubbles will...
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Dec 23, 2023
12/23
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MSNBCW
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in other words, expedia this thing by saying supreme court take this up now?chnically, at that, point he couldn't. the supreme court wouldn't have standing, the reason would have standing is because the question would be moot. it doesn't become a live question until donald trump is essentially appealing. that for jack smith, if he were to win in the d.c. court of appeals, to try and then take it further to the supreme court to get a final answer would be sort of inappropriate in my mind. it wouldn't give the supreme court jurisdiction just yet over the question. it doesn't become a question that's right up until donald trump is essentially appealing it in trying to go the other way. so, he is, at that point, as she was saying, beholden to drop them from timeline, in terms of when he decides to petition in front of the united states supreme court. >> explain, charles, how any decision, whether donald trump has brought immunity from actions he took as president, how they could impact all the cases against him? >> significantly. i think that when you're talking a
in other words, expedia this thing by saying supreme court take this up now?chnically, at that, point he couldn't. the supreme court wouldn't have standing, the reason would have standing is because the question would be moot. it doesn't become a live question until donald trump is essentially appealing. that for jack smith, if he were to win in the d.c. court of appeals, to try and then take it further to the supreme court to get a final answer would be sort of inappropriate in my mind. it...
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Dec 29, 2023
12/23
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FBC
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the number two is expedia.ommended for many years now, but i like i hear because we have convergence in growth rates between them and their competitors booking.com and airbnb, and they're trading substantially lower on a pe or free cash flow basis. and number three is meta. that's been a huge winner this last year. it's back at very reasonable valuations. now it's what i call a compounder. we think their earnings and free cash flow with grow 25-30%, therefore, i think the stock can rise 25-30% next year with. those are our top three picks, ashley. ashley: all right. what on the small cap picks, quickly, mark in about 30, 40 seconds. [laughter] >> these are much harder. in the mid cap, small and mid cap, we like names like pinterest, war by peaker, i'm wearing their glasses, and names like zillow as a play in the recovery in real estate online. so those are our top three picks in mid cap. ashley: very good, mark. i would say you're cautiously optimistic. maybe not as a strong as a we've seen recently, but certai
the number two is expedia.ommended for many years now, but i like i hear because we have convergence in growth rates between them and their competitors booking.com and airbnb, and they're trading substantially lower on a pe or free cash flow basis. and number three is meta. that's been a huge winner this last year. it's back at very reasonable valuations. now it's what i call a compounder. we think their earnings and free cash flow with grow 25-30%, therefore, i think the stock can rise 25-30%...
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Dec 17, 2023
12/23
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KGO
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expedia just did a survey based on tons of flights and if you leave after 3:00 p.m., the odds of yourater. even if you are not an early bird, take the early flights. >> gio: that's the thing people don't realize, just get on the earliest flight possible. >> when the delays start, it's a snowball effect. they keep going and going. >> gio: if you want to get the best deal and you want to do this last-minute, what do you do? >> there are still tons of deals out there, and airfare has been coming down, so that's great news. economy is good, so get out there and travel. if you want to find cheap flights in 2024, you have to become a google flights expert. so most people go to google flights. it's google.com/flights. it's free, and you can search up to seven different airports, but here's the feature you have to use. it's called explore. so google flights has an explore map. we were just talking, if you want to go, like, let's say chicago to the caribbean, you can put any weekend in february, march, and it'll pull in all of the flights. what i recommend to people is choose your vacation bas
expedia just did a survey based on tons of flights and if you leave after 3:00 p.m., the odds of yourater. even if you are not an early bird, take the early flights. >> gio: that's the thing people don't realize, just get on the earliest flight possible. >> when the delays start, it's a snowball effect. they keep going and going. >> gio: if you want to get the best deal and you want to do this last-minute, what do you do? >> there are still tons of deals out there, and...
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Dec 22, 2023
12/23
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FOXNEWSW
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a island like i need to talk to expedia if that's the pricei" . i was just trying to get to work. joe there's a lot sometimes you got to take connects yrus: i t places d you didn't know. it doesn't mean to put you on the list. knh i think we need to pus this back for a while.e we figure out make sure there'me no viruses on that list. >> but i'm a .is it does sound like a disney film that hasn't been made yet. so cat, an important question could people be unfairlyquesti maligned if they're on this in this book? like what if they had no ideas n he was doing you know, maybe they met with them about kind of college grant that he was going to give? i'm trying s going to. >> nice. oh, i know. i didn't go, you know, one book. yeah. here's the thingn't. , i i can't i don't trust that this is not going to bes is not relee in a like a d a curated way right. they're showing us names but they're showing us the don's that they were showi are y with this. >> i want to see the names that they don't want us to see. yeaht want u, but i am shocked. i really thought if it was up to this list coming
a island like i need to talk to expedia if that's the pricei" . i was just trying to get to work. joe there's a lot sometimes you got to take connects yrus: i t places d you didn't know. it doesn't mean to put you on the list. knh i think we need to pus this back for a while.e we figure out make sure there'me no viruses on that list. >> but i'm a .is it does sound like a disney film that hasn't been made yet. so cat, an important question could people be unfairlyquesti maligned if...
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Dec 1, 2023
12/23
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CNBC
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eye 74
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. >> as we go through the winners -- wow, look at expedia. >> if you get your hair colored, which if had hair, believe me, i would color it. i would use olaplex. 27 of the top stylists love it. >> got it. >> you could use it. >> no, i'm just going to keep going. >> okay. >> it's going gray slowly. >> anyway, look, i'm trying to catch people's attention here, because -- >> oh my god, there it is. olaplex. who knew? >> it's time. it is time for olaplex. >> oh, you know, by the way, whoever had the olaplex will be mentioned in the first seven minutes of "squawk on the street" this morning, that's got to be a big one. you're a winner. >> david, rover got the bid this week. rover. red rover, red rover, blackstone came over. did you follow that deal? blackstone bought rover. >> i did actually see that. >> for two bil. that's what i'm talking about. you can have -- you can have all the microsoft you want. i want rover. special friday edition of "squawk on the street." >> i've disconnected here from my data source. >> that's impressive. >> you want to move on to the tesla cybertruck? you wan
. >> as we go through the winners -- wow, look at expedia. >> if you get your hair colored, which if had hair, believe me, i would color it. i would use olaplex. 27 of the top stylists love it. >> got it. >> you could use it. >> no, i'm just going to keep going. >> okay. >> it's going gray slowly. >> anyway, look, i'm trying to catch people's attention here, because -- >> oh my god, there it is. olaplex. who knew? >> it's time. it is...
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Dec 28, 2023
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there is the expedia of india, which has a fantastic balance sheet and wonderful roe and and alignment of interest. carol: we are going to leave it there and #welovestockpickers. thank you very much. happy new year. so great to have her here as we wrap up. i feel like she gives us different things to think about. let us think about where we are in terms of the market set up. a few hours away in terms of the u.s. open and you are seeing futures almost unchanged. 4834. just not getting there. 4008 hundred 34. futures 1.11. that 10-year note, 3.81. katie: i have not seen yields go up in a wild. manus: we had a good auction and we saw the tens dropped by 10 basis points. 24 hours and we are still seeing that demand for the deepest. as katie said, we had this josh about looking beyond borders for returns. the brits were out in front. it is the depth and liquidity in katie: katie: the u.s.. world's biggest bond market. manus: might not deliver the best returns. katie: we have another auction to look forward to. it has to be the last one, the final one of the year. we have seen strong demand
there is the expedia of india, which has a fantastic balance sheet and wonderful roe and and alignment of interest. carol: we are going to leave it there and #welovestockpickers. thank you very much. happy new year. so great to have her here as we wrap up. i feel like she gives us different things to think about. let us think about where we are in terms of the market set up. a few hours away in terms of the u.s. open and you are seeing futures almost unchanged. 4834. just not getting there....