101
101
May 2, 2012
05/12
by
CNBC
tv
eye 101
favorite 0
quote 0
let's go to jeff kilburg now and see how he is suggesting that we play rim. i think you have to consider stepping in and buying here. we have seen this stock absolutely decimated. the old saying even a blind squirrel finds a nut, well, i think rim is due. there's high expectation on this 10. i think you can get in at the $12, $13 price level. back to you. >> now to bertha coombs with a stock market flash. >> really? okay. hey, how are you, tyler. i was just checking on something here. we're watching natural gas. natural gas falling here ending what's been an up trend for the last couple of days. of course natural gas recently had been at 10-year lows. we're seeing a bit of a selloff. some folks are saying perhaps it might be in response to kate's report with that big energy hedge fund trader retiring, the head fund manager, that some folks may be skittish here. also a little technical resistance as well. nat gas had been on an upswing after having been at a 10-year low. sue. >> thank you very much. as we continue on "power lunch," a new trend in dotcom shoppi
let's go to jeff kilburg now and see how he is suggesting that we play rim. i think you have to consider stepping in and buying here. we have seen this stock absolutely decimated. the old saying even a blind squirrel finds a nut, well, i think rim is due. there's high expectation on this 10. i think you can get in at the $12, $13 price level. back to you. >> now to bertha coombs with a stock market flash. >> really? okay. hey, how are you, tyler. i was just checking on something...
124
124
May 3, 2012
05/12
by
CNBC
tv
eye 124
favorite 0
quote 0
steve grasso joins us and jeff kilburg, managing partner of kilburg capital. you just heard what jeff just talked about. let me talk to you, steve grasso, if at this point he is right, how do you protect yourself? what strategies should you employ right now especially in front of a key number right now? >> why wouldn't you just stick with the dividend payers, altria group. i know everyone says tobacco industry you still have headline risk there. but when you're yielding over 5% and the stock is right around this 52-week high, i think it's pretty much a safer way to play it. or dominion resource, utility company, that's the way i would go. >> would you use any options strategies in addition to that? >> my friends, brothers najarian would always help me with my options strategy. of course if you're protecting your long positions, you want to create some sort of revenue stream. so if you want to sell calls, you can do that as well. but the truth of the matter is i would go with your safety bets. let's see how these numbers clear out. let's just see what happens wi
steve grasso joins us and jeff kilburg, managing partner of kilburg capital. you just heard what jeff just talked about. let me talk to you, steve grasso, if at this point he is right, how do you protect yourself? what strategies should you employ right now especially in front of a key number right now? >> why wouldn't you just stick with the dividend payers, altria group. i know everyone says tobacco industry you still have headline risk there. but when you're yielding over 5% and the...
170
170
May 4, 2012
05/12
by
CNBC
tv
eye 170
favorite 0
quote 0
airlines, energy, jeff kilburg is back with us. lot of cross currents with the market that's down 170 points right now. jeff, how would you play it? >> well, we saw that dismal job report, sue. markets really kind of initially were confused. they didn't know about qe. and about ten minutes after that number came out and you saw the equities came in and bought treasuries across the curve, that sent hiccups across the market. we're seeing chesapeake energy finally stabilizing, but every other technology company is getting hit to the downside here. and lastly, sue, i wanted to bring up tyler and i talked about leapfrog the other day. seeing a nice spike in that stock today. that's probably the only silver lining in this rainy cloud day. back to you. >> thanks, jeff. we'll check in with you later. metals markets have been extremely actively traded today in today's trading session. with gold down sharply, it's come back a little. the metals looming large. ty and i will return on "power lunch." lunch." ttd#: 1-800-345-2550 ttd#: 1-800-34
airlines, energy, jeff kilburg is back with us. lot of cross currents with the market that's down 170 points right now. jeff, how would you play it? >> well, we saw that dismal job report, sue. markets really kind of initially were confused. they didn't know about qe. and about ten minutes after that number came out and you saw the equities came in and bought treasuries across the curve, that sent hiccups across the market. we're seeing chesapeake energy finally stabilizing, but every...
123
123
May 21, 2012
05/12
by
CNBC
tv
eye 123
favorite 0
quote 0
let's move onto jeff kilburg with kilburg capital. you wanted, jeff, to buy facebook last week. did you? and if so, are you sorry now? >> well, ty, great to be here. yes, i did buy facebook, a few bucks above $40. what a debackable debacle it was. every few minutes delay on the nasdaq, you saw a dollar decrease in price. that uncertainty really caused a problem, but i'm hanging in there because at the end of the day we'll see options get rolled out later this week, the pros will come in and hopefully that stock goes to where i think it's going to. >> so you bought it, you own it, do you hold it and wait for it to come back? >> you do. you're seeing this volatility. it's very thin markets. you're hearing a lot of potential litigation. all the side problems does not detract from all the wind in the sails. they have 901 million users here. facebook is going to continue to evolve. they'll figure out the mobile app. hang in there and wait for the options and pros go back to the ipo price. >> i want to be in the room when mark zuckerberg comes home and says honey, i lost a big one. >>
let's move onto jeff kilburg with kilburg capital. you wanted, jeff, to buy facebook last week. did you? and if so, are you sorry now? >> well, ty, great to be here. yes, i did buy facebook, a few bucks above $40. what a debackable debacle it was. every few minutes delay on the nasdaq, you saw a dollar decrease in price. that uncertainty really caused a problem, but i'm hanging in there because at the end of the day we'll see options get rolled out later this week, the pros will come in...
160
160
May 23, 2012
05/12
by
CNBC
tv
eye 160
favorite 0
quote 0
jeff kilburg is here, michael murphy. jeff, the day before, i don't want to remind you of this -- >> it's okay. >> you said you were fine with facebook at these levels. buy it. >> mike, you took the other point of view and said stay away. mike, where are you today on that stock? >> i'm still staying away, ty. i look at facebook here and i still think it's hard to value the company at these levels. even though it's come down from the price at $38 and high print to $45, i would still stay away. too much headline risk and you don't know how to value it. i wouldn't be a buyer right here. >> jeff, how about you? >> i'm wearing this one. >> man-up, kilburg. >> it's like a football game, student body left. until the options come in which trade next tuesday, i don't think the pros can come in and stabilize this. honestly, i don't think anything's changing. once we separate this environment we're in and realize why we use facebook and the 901 million users, once we get our arms around that again, may take a couple months, i'm in fo
jeff kilburg is here, michael murphy. jeff, the day before, i don't want to remind you of this -- >> it's okay. >> you said you were fine with facebook at these levels. buy it. >> mike, you took the other point of view and said stay away. mike, where are you today on that stock? >> i'm still staying away, ty. i look at facebook here and i still think it's hard to value the company at these levels. even though it's come down from the price at $38 and high print to $45, i...
129
129
May 1, 2012
05/12
by
CNBC
tv
eye 129
favorite 0
quote 0
jeff kilburg is back with us. let's talk about some other ones that you think might be likely buyout, takeover targets. >> i like leapfrog. as a parent of two young boys, it's an education tablet. instead of giving that child that ipad it's nice to have the educational tablet. secondly, arrerovironment. drones. maybe lockheed comes in and takes a bite out. >> leapfrog number one. number three would be? >> 3d. ddd is the ticker symbol. 32r 3d printer space. >> who would want them? >> hewlett-packard. >> hewlett-packard needs something. >> they do. 3d up almost 50%. >>> something kind of funny has been happening in the last few minutes of the trading day over the past few days. it could have a big impact on your money. bob pisani is on the case. he'll get to the bottom of it when we come back. >>> but there's no mystery here. the metals market is about to close. we hit the floor to show you where gold, silver, platinum and palladium are finishing the session. "power lunch" is back in two. d#0 you and your money dese
jeff kilburg is back with us. let's talk about some other ones that you think might be likely buyout, takeover targets. >> i like leapfrog. as a parent of two young boys, it's an education tablet. instead of giving that child that ipad it's nice to have the educational tablet. secondly, arrerovironment. drones. maybe lockheed comes in and takes a bite out. >> leapfrog number one. number three would be? >> 3d. ddd is the ticker symbol. 32r 3d printer space. >> who would...
149
149
May 24, 2012
05/12
by
CNBC
tv
eye 149
favorite 0
quote 0
let's bring in jeff kilburg. go shopping with me. what are the best plays in retail, jeff?initely looking forward to david faber's piece tonight on j. crew. he is the rock star. we'll see if he has the moves like jagger. but i'm looking at pvh. i like my etfs, and there's an etf because they have tommy, calvin klein, a nice bump in the stock up nearly 7% today. so we are seeing this continual movement in the space. pvh. back to you. >> thanks a million, jeff. coming up as we continue on "power lunch," are the yankees for sale? heaven forbid. but the rumors are flying that the steinbrenners who bought the bronx bombers for $8.8 million in 1973 are actually considering putting it on the block. we'll get the rundown on that coming up next. [ male announcer ] we began with the rx. ♪ then we turned the page, creating the rx hybrid. ♪ now we've turned the page again with the all-new rx f sport. ♪ this is the next chapter for the rx. this is the next chapter for lexus. this is the pursuit of perfection. [ male announcer ] when this hotel added aflac to provide a better benefits pa
let's bring in jeff kilburg. go shopping with me. what are the best plays in retail, jeff?initely looking forward to david faber's piece tonight on j. crew. he is the rock star. we'll see if he has the moves like jagger. but i'm looking at pvh. i like my etfs, and there's an etf because they have tommy, calvin klein, a nice bump in the stock up nearly 7% today. so we are seeing this continual movement in the space. pvh. back to you. >> thanks a million, jeff. coming up as we continue on...
147
147
May 25, 2012
05/12
by
CNBC
tv
eye 147
favorite 0
quote 0
jeff kilburg, nigel has just laid out the worst case scenario. how likely do you think that is, number one? is it all priced into the value of assets today, number two? and number three, how do i protect myself? >> well, tyler -- >> not to lay it all on you. >> no. bring itd on. first and foremost we hope we don't have a scenario like that. you will see the vix absolutely spike. i'm not in the camp of the armageddon camp, i think there's enough money and liquidity in the ecb. however, we are at a very, very risky situation right now. and if you do see that volatility spike in the vix -- >> what do i do? >> you grab treasuries, ty. we've talked about this on "power lunch" for quite some time that the 1.6 in the 10-year, the folks can play tlt. the mid-1.20 area could spike to 1.30 if people get nervous and see the 1.50 level. look at european stocks, great barometer, kind of the leading blue chip. >> tlt you'll find some tlc. nigel, let me turn back to you. how likely is the worst case scenario? and how much is already into asset values? oh, there
jeff kilburg, nigel has just laid out the worst case scenario. how likely do you think that is, number one? is it all priced into the value of assets today, number two? and number three, how do i protect myself? >> well, tyler -- >> not to lay it all on you. >> no. bring itd on. first and foremost we hope we don't have a scenario like that. you will see the vix absolutely spike. i'm not in the camp of the armageddon camp, i think there's enough money and liquidity in the ecb....
114
114
May 22, 2012
05/12
by
CNBC
tv
eye 114
favorite 0
quote 0
let's bring in jeff kilburg.you gave us your facebook -- you heard of this company, facebook? >> heard about it. >> the sympathy plays there. your number one social media space idea. >> the number one, ten cent. it's traded on the hong kong exchange. you can -- i actually have a tencent account. my friends at who say allow me to tweet. it gets translated. >> you reach how many people? >> about 50,000 folks over in china. >> in china following kilburg. ten cent traded on the hong kong exchange. your favorite pick there. >>> a new report out this hour on the state of homeownership in a still shaky housing market. the one that as diana reported earlier seems to be showing some signs of improvement. what's the latest on homeownership. >> some, tyler, that's true. homeownership is still falling. the dream of homeownership is alive and fell. on a scale of one to ten, ten most important, voters rated homeownership at 8.6. when asked to consider the importance of homeownership compared to five years ago when the bubble b
let's bring in jeff kilburg.you gave us your facebook -- you heard of this company, facebook? >> heard about it. >> the sympathy plays there. your number one social media space idea. >> the number one, ten cent. it's traded on the hong kong exchange. you can -- i actually have a tencent account. my friends at who say allow me to tweet. it gets translated. >> you reach how many people? >> about 50,000 folks over in china. >> in china following kilburg. ten...
172
172
May 17, 2012
05/12
by
CNBC
tv
eye 172
favorite 0
quote 0
jeff kilburg with kilburg capital. jeff, i have seen up to $150 based on cash flow asujss five years out and more. why should i buy this? >> carl, every parameter we use to analyze a company, you have to throw that out the window. we are seeing this facebook fever here in chicago. everyone's talking about this. it's an emotional trade. and you don't want to be on the wrong side of it. to bob's point, i think facebook is in its infancy, it's going to continue to evolve. and doept be surprised with the president's election in 2020 we use facebook to vote. >> interesting thesis. michael, 48% of the internet population they have. they have half of 1% of worldwide ad dollars. there's got to be some runway for growth there. >> definitely runway for growth. and i agree with the killer in one point there that you're really betting on this company and what they're going to be able to do in the future. if you're an individual investor out there, tomorrow this huge hype built up around this ipo, the last thing you want to do is tr
jeff kilburg with kilburg capital. jeff, i have seen up to $150 based on cash flow asujss five years out and more. why should i buy this? >> carl, every parameter we use to analyze a company, you have to throw that out the window. we are seeing this facebook fever here in chicago. everyone's talking about this. it's an emotional trade. and you don't want to be on the wrong side of it. to bob's point, i think facebook is in its infancy, it's going to continue to evolve. and doept be...
86
86
May 21, 2012
05/12
by
CNBC
tv
eye 86
favorite 0
quote 0
jeff kilburg, what's your chart of the day? >> xlk, nice broad swath of the technology sector up nearly 2%, ty. >> just about the same as the nasdaq on the day. up 1.5% for the week and nearly 2% for the day. thanks everybody for watching. that will do it for this edition of "power lunch." >> we'll see you tomorrow. have a great afternoon. "street signs" begins right now. >>> and welcome to "street signs." i'm brian sullivan. as sue said, it's a rare happy monday for your money. shedding the blues and surging. why the good mood after a miserable may so far? we'll dig in. face plant, the stock now down around $34 a share. who's to blame, the company, nasdaq, or maybe general motors. we'll debate. a type of illegal trafficking some say is bigger than guns or drugs, and, mandy, this is one that may claw your face off if you're not careful. >> looking forward to it. today is the best day for stocks in may. just after the dow fell 11 of the past 12 days, the s&p is also having its best day of the month so far. and the nasdaq is reco
jeff kilburg, what's your chart of the day? >> xlk, nice broad swath of the technology sector up nearly 2%, ty. >> just about the same as the nasdaq on the day. up 1.5% for the week and nearly 2% for the day. thanks everybody for watching. that will do it for this edition of "power lunch." >> we'll see you tomorrow. have a great afternoon. "street signs" begins right now. >>> and welcome to "street signs." i'm brian sullivan. as sue said,...