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Sep 16, 2021
09/21
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guy adami, jeff mills, and mike khouw.s find out what you guys out there have been buying and selling christina is tracking the action on wall street bets. christina. >> well, the number one most talked about stock right now on wall street bets is iron
guy adami, jeff mills, and mike khouw.s find out what you guys out there have been buying and selling christina is tracking the action on wall street bets. christina. >> well, the number one most talked about stock right now on wall street bets is iron
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Sep 17, 2021
09/21
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jeff mills, what do you make of the overall market in terms of where we are in this massive run going into the end o f the year at this point? >> first of all, i agree with karen in a sense that i would have thought that the higher flying names would have got hit today. we talked about it last night. but even in growth, you want to be quality that's more faang. some of the reopening names. i think that was maybe out of step today and won't be the trend going forward. overall, i find myself agreeing with carter. i've been in this cyclical camp for some time and we've been in this momentum in the market. 40% of stocks trading above their 50-day you have the s&p you have triple q seeing really aggressive inflows, but then aggressive outflows from cyclicals. if you see this rotation, i could see damage at the index level and that's what i would anticipate going forward as rates rise, we see this rotation i don't think the damage is going to be significant because the market has been able to go back and forth successfully between value and growth just to use broad factor exposures, but i t
jeff mills, what do you make of the overall market in terms of where we are in this massive run going into the end o f the year at this point? >> first of all, i agree with karen in a sense that i would have thought that the higher flying names would have got hit today. we talked about it last night. but even in growth, you want to be quality that's more faang. some of the reopening names. i think that was maybe out of step today and won't be the trend going forward. overall, i find...
650
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Sep 16, 2021
09/21
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guy adami, jeff mills, and mike khouw. before we dive into those questions, let's find out what you guys out there have been buying and selling christina is tracking the action on wall street bets. christina. >> well, the number one most talked about stock right now on wall street bets is iron net cybersecurity. this is a company only recently public after the spac merger last month it was founded by a former director of national security or the nsa, and shares closed 28% higher today but over 90% of the spac shareholders redeemed their initial investment, and the short interest is rohuge it's almost 50% of the flow. others, we have to talk about the others in the reddit realm the metals company, real estate tech start-up offer pad solutions closed 35, look at that 58% higher right there so could be because jpmorgan is down with the opad offering them a new credit line. a reference there for those that know, and then you got the regulars like game sstop, palantir, getting mentions as well as amc, clover, and dutch brothers
guy adami, jeff mills, and mike khouw. before we dive into those questions, let's find out what you guys out there have been buying and selling christina is tracking the action on wall street bets. christina. >> well, the number one most talked about stock right now on wall street bets is iron net cybersecurity. this is a company only recently public after the spac merger last month it was founded by a former director of national security or the nsa, and shares closed 28% higher today but...
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Sep 22, 2021
09/21
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mills now. >> i've always been a fan of jeff harmony he's made this company into a growth area, but david, you'llee the stock jump today he's talking about organic net sales up 2%. do you know, literally on september 8th, he was saying sales could be down one to three. so, in other words, september 22nd, first dahl of the call, on september 8th, he said things would be down. now he says that things are up you want to manufacture upside surprise, that is the way -- which is cheerios. >> yes, it is. >> so i think when you guide up less than a month ago, and you fool what is --, so you're not a believer in buying on the rally? >> i like pet food i didn't think the stock should go do you think when he preannounced but did things get that much bertbetween september 8th and today? >> no. >> he emphasized once again it's the.food side that's very good i think general mills should never have been down after he said what he said, because on september 8th -- if you want to know when of the food companies has a legitimate chance of rallies and keeping it, it's not kellogg. i would like to think it's campbel
mills now. >> i've always been a fan of jeff harmony he's made this company into a growth area, but david, you'llee the stock jump today he's talking about organic net sales up 2%. do you know, literally on september 8th, he was saying sales could be down one to three. so, in other words, september 22nd, first dahl of the call, on september 8th, he said things would be down. now he says that things are up you want to manufacture upside surprise, that is the way -- which is cheerios....
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Sep 14, 2021
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prompting a trade giant coca-cola, general mills, to send a letter to the white house demanding immediate clarity. joining us consumer brands association jeffuestions? for example, how do you implement what he put in a speech? >> brian that is the question. we support the president's goal healthy workforce we want to increase vaccination rates our companies have been putting in place countless incentives to encourage them to get vaccinated. now that the federal government has stepped in the devil is in the details how do we implement this in effective manner? what tests qualify? what is the right documentation for tests who is covering the costs for the tests. when it comes to vaccine which vaccine is acceptable? one shot? two shot? boosters countless questions to work through. what we are asking for the white house for is a partnership. this isn't going to work with a top down order. have a partnership to work through these questions so this plan can actually be successful. so, what have you heard back? >> so far the administration deep into this we haven't had the depth of the conversations we are looking to have. throughout the pandemic
prompting a trade giant coca-cola, general mills, to send a letter to the white house demanding immediate clarity. joining us consumer brands association jeffuestions? for example, how do you implement what he put in a speech? >> brian that is the question. we support the president's goal healthy workforce we want to increase vaccination rates our companies have been putting in place countless incentives to encourage them to get vaccinated. now that the federal government has stepped in...