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Jul 16, 2013
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josh lipton is here with the details. josh? >> yes, sue. dow jones reporting it's expecting takeover including from amgen and pfizer. that stock now up some 80% so far this year. sue, back to you. >> josh, thank you. more earnings and more beats, so what happenedo
josh lipton is here with the details. josh? >> yes, sue. dow jones reporting it's expecting takeover including from amgen and pfizer. that stock now up some 80% so far this year. sue, back to you. >> josh, thank you. more earnings and more beats, so what happenedo
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Jul 18, 2013
07/13
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josh in l.a., coming from the espys last night. >> what's going to happen in a few days. >>> also ahead, vanished. we have a beautifuling mystery in michigan. a young woman disappears. her co-worker is found dead. what authorities are saying right now about the case and their desperate search to find her. >>> then, there's "king of queens" star leah remini. she recently announced she is leaving the church of scientology. her sister is speaking out. we'll tell you what she's saying about that decision and why the actress became disenchanted with the church. >> that's a big deal. she was a leading and famous proponent of it. >> yeah. i don't know that you speak out. >> you separate that. >> often. but it will be interesting to hear. >>> it shouldn't surprise you when hollywood's hottest hit the beach in the bikini. >> wow. >> what do real women say about rocking the two-piece? >> never. i'm sorry. >> i think they're more flattering. >> no way. i would never reveal these abs after a few babies. >> i
josh in l.a., coming from the espys last night. >> what's going to happen in a few days. >>> also ahead, vanished. we have a beautifuling mystery in michigan. a young woman disappears. her co-worker is found dead. what authorities are saying right now about the case and their desperate search to find her. >>> then, there's "king of queens" star leah remini. she recently announced she is leaving the church of scientology. her sister is speaking out. we'll tell...
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Jul 20, 2013
07/13
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i'm going. >> josh plummets 30 feet from midair, and smacks the ground.kes a stunning announcement. >> this is not part of the performance. >> al bezner is not a doctor but he is a veteran of two wars. and he recognizes danger when he sees it. the cable is still swinging, and he jumps in front of it taking the full force of it to the face. >> i remember being hit with it. after that i don't remember anything until emergency people were around me asking how i was. >> doctors later tell him that if the wire had hit him a few inches lower, it could have killed him. >> the side of my face by the corner of my eye right here is still very sensitive. it looked like i had gone 12 rounds with a professional fighter. >> josh's injuries are far worse than al's. >> and i hit the ground, and i was like -- i opened my eyes and i was knocked out. i kind of knew my femur was broke and my arm was messed up, but i didn't know my elbow was literally split wide open. like it busted right in half. two bones in my forearm were broken. my wrist frakts are youctured. my shoulder
i'm going. >> josh plummets 30 feet from midair, and smacks the ground.kes a stunning announcement. >> this is not part of the performance. >> al bezner is not a doctor but he is a veteran of two wars. and he recognizes danger when he sees it. the cable is still swinging, and he jumps in front of it taking the full force of it to the face. >> i remember being hit with it. after that i don't remember anything until emergency people were around me asking how i was....
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Jul 16, 2013
07/13
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josh lipton is here with the details. josh? >> yes, sue. we're look is at onyx pharmaceutical, the dow jones reporting it's expecting takeover including from amgen and pfizer. that stock now up some 80% so far this year. sue, back to you. >> josh, thank you. more earnings and more beats, so what happened to all of those scary forecasts that so many people told us to beware of? have the analysts changed their tune, or is the rough stuff still to happen? archrivals, goldman sachs making a pretty bold call picking a favorite between gm and ford and then, of course, there's coke and pepsi. where should you put your money? we're going to talk about that coming up. >> and mcdonald's is getting a brand new address, but wait until you see who is going to be behind the counter. tyler is out today. michelle is at the nyse, and we'll get downtown to her in just a couple of minutes but first the bull run in housing. another big number today. this time it's the home builder sentiment figure. this year kb homes is up 20% year to date. ryland up 10% and d
josh lipton is here with the details. josh? >> yes, sue. we're look is at onyx pharmaceutical, the dow jones reporting it's expecting takeover including from amgen and pfizer. that stock now up some 80% so far this year. sue, back to you. >> josh, thank you. more earnings and more beats, so what happened to all of those scary forecasts that so many people told us to beware of? have the analysts changed their tune, or is the rough stuff still to happen? archrivals, goldman sachs...
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Jul 29, 2013
07/13
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. >> thanks, josh. up to josh lipton for a market flash. hey, josh. >> we're keeping an eye here on biogen, reports that synthon has filed a patent for a generic version and up still nearly 50%. sue, back to you. >> on to the next fed chief. the white house says it won't make a decision for the next few months but seem to be floating the name larry summers out there. we're talking about it today with eamon javers and josh boque of "the fiscal times." >> thanks, sue. >> mr. summers is certainly no stranger to washington, not by a long shot, but he's known as somewhat abrasive sometimes in washington. how do you think this is -- this is all going, this trial balloon that the white house has floated so far anyway? >> well, look, the abrasiveness is larry summers' downside but the upside is his brain, and i'm told by former white house insiders that the president really respect larry summers brain, though he's somewhat mystified by larry summers' behavior so the question is did the trial balloon work or not work in terms of getting larry summer
. >> thanks, josh. up to josh lipton for a market flash. hey, josh. >> we're keeping an eye here on biogen, reports that synthon has filed a patent for a generic version and up still nearly 50%. sue, back to you. >> on to the next fed chief. the white house says it won't make a decision for the next few months but seem to be floating the name larry summers out there. we're talking about it today with eamon javers and josh boque of "the fiscal times." >> thanks,...
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Jul 13, 2013
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if you want me to call him josh, i'll go by josh but his name to me is youngster.r years ago, his real dad. you know what i mean? years ago in prison. we got along pretty well. we wasn't real tight, but i respected each other. i heard a lot about little josh, what he was doing and how he was getting in trouble and stuff. >> tell me about your relationship. how long have you known him? what's it been like? >> we got to talking and he's really just a lonely kid, you know what i mean? he wants to be -- play tough, but actually, he just wants to know someone cares about him. and he got to calling me dad, you know what i mean? i'm old enough -- i'm sorry about that, i'll old enough to be his dad. so, i'm hoping i can pull him up and maybe make him see that staying in trouble, you're going to do every bit of this, you know, the system will take the time in a minute. if you're ignorant, they got something for you. >> for harrison, staying out of trouble and earning every minute of good time is the difference between getting out in 10 years or 20. and for him, that's espec
if you want me to call him josh, i'll go by josh but his name to me is youngster.r years ago, his real dad. you know what i mean? years ago in prison. we got along pretty well. we wasn't real tight, but i respected each other. i heard a lot about little josh, what he was doing and how he was getting in trouble and stuff. >> tell me about your relationship. how long have you known him? what's it been like? >> we got to talking and he's really just a lonely kid, you know what i mean?...
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Jul 15, 2013
07/13
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oh, wait, referring to josh donaldson in this heroics against boston. brandon workman making his first career start. he was on. coco crisp, caught looking. then a's fans raging the announcement grant balfour attending the all-star. workman no hitter into the seventh. coco crisp beats and it the no-hitter is over. josh donaldson, day before the all-star break, not invited. number 16, two-run shot. game tied at 2. completes the comeback in the 11th. chris young scores from second. game over. 3-2 the final. a's now 17 games over .500. pie me, please. >> nice because i was swinging the bat well the entire series and having a little tough luck, and helped us win the game,
oh, wait, referring to josh donaldson in this heroics against boston. brandon workman making his first career start. he was on. coco crisp, caught looking. then a's fans raging the announcement grant balfour attending the all-star. workman no hitter into the seventh. coco crisp beats and it the no-hitter is over. josh donaldson, day before the all-star break, not invited. number 16, two-run shot. game tied at 2. completes the comeback in the 11th. chris young scores from second. game over. 3-2...
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Jul 18, 2013
07/13
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google could easily do that and i'd be with josh. i would be betting on the upside but i would play it with options, not with stocks. >> big data download now. we'll be looking at google as well today. is the company on the right growth track? things are looking good if you're zeroing in on tangible book value which was grown in the past four quarters. find out 250d, big data.cnbc.com. next up right here on "the half," oil is at a 16-month high. we're heading to the pits for that trade after the break. the most free research reports, customizable charts, powerful screening tools, and guaranteed 1-second trades. and at the center of it all is a surprisingly low price -- just $7.95. in fact, fidelity gives you lower trade commissions than schwab, td ameritrade, and etrade. i'm monica santiago of fidelity investments, and low fees and commissions are another reason serious investors are choosing fidelity. now get 200 free trades when you open an account. ♪ [ male announcer ] the parking lot helps by letting us know who's coming. the car
google could easily do that and i'd be with josh. i would be betting on the upside but i would play it with options, not with stocks. >> big data download now. we'll be looking at google as well today. is the company on the right growth track? things are looking good if you're zeroing in on tangible book value which was grown in the past four quarters. find out 250d, big data.cnbc.com. next up right here on "the half," oil is at a 16-month high. we're heading to the pits for...
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Jul 15, 2013
07/13
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josh donaldson hit this shot to left. the reaction from werthman is all you need to know. win number 17th for donaldson. they we -- they went to the 11th and it was donaldson who got it done again. had no trouble scoring. you hit a walk off for the a's you know josh redick is coming with the shaving cream. despite his .210 batting -- donaldson had a strategy when he knew the game might come down to him. >> you know watch him throw the game. just having trouble on the breaking ball as little bit -- balls a little bit. that one cut on me a little end. i got jammed and i was able to dink one in for a hit. it was nice because i felt i was swinging the bat well the entire series and having a
josh donaldson hit this shot to left. the reaction from werthman is all you need to know. win number 17th for donaldson. they we -- they went to the 11th and it was donaldson who got it done again. had no trouble scoring. you hit a walk off for the a's you know josh redick is coming with the shaving cream. despite his .210 batting -- donaldson had a strategy when he knew the game might come down to him. >> you know watch him throw the game. just having trouble on the breaking ball as...
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Jul 31, 2013
07/13
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thank you, josh. appreciate it very much. >>> now, a day after the president made his speech on corporate tax reform, we're learning about tax penalties for overseas cash, big spending plans for transition revenues, and a broken bargain because this idea was supposed to be revenue neutral with a much lower rate than 28%. so let's talk about it with our friend dan mitchell, senior fellow at the cato institute. dan, i want to begin with this overseas cash, of which there is something like a trillion dollars and so forth. we're hearing ceos say look, they'll bring the money home if the tax penalty is like 10, 12, 13%. but if it gets any higher than that, they're keeping the money overseas. what can you tell us about obama's plans for this? >> well, obama hasn't released a lot of details. all i can do is guess, which is what everyone else is doing. but what we have to understand is the reason the companies are keeping the money overseas in the first place is because we have a bad policy called worldwide t
thank you, josh. appreciate it very much. >>> now, a day after the president made his speech on corporate tax reform, we're learning about tax penalties for overseas cash, big spending plans for transition revenues, and a broken bargain because this idea was supposed to be revenue neutral with a much lower rate than 28%. so let's talk about it with our friend dan mitchell, senior fellow at the cato institute. dan, i want to begin with this overseas cash, of which there is something...
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Jul 9, 2013
07/13
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josh brown we kick it off with you. first four day winning streak since april. s&p closing above 1650 significant. >> every sector is participating and most importantly the sectors that you want to see leading the charge given that this market is predicated on the possibility of expanding the economy, you want to see that type of risk appetite. you don't want to see it in utilities which is what we saw for the first quarters. until that changes and shows signs of weakness i have no idea why people are trying to call tops every 15 minutes. it's just not working. >> brian kelly, you're not a believer in the rally. you're not buying stocks. >> 0 no. i understand i josh is saying but a lot of things in the world could bring the market down. if i look at stocks they're not particularly cheap, not particularly expensive. when i see a headline that says bigger breakout to come the trader in me wants to short that. i'm not shorting the market right now. >> it's been the wrong side to be on. >> we did have the pull back. >> what would you invest in if you had ten plus ye
josh brown we kick it off with you. first four day winning streak since april. s&p closing above 1650 significant. >> every sector is participating and most importantly the sectors that you want to see leading the charge given that this market is predicated on the possibility of expanding the economy, you want to see that type of risk appetite. you don't want to see it in utilities which is what we saw for the first quarters. until that changes and shows signs of weakness i have no...
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Jul 16, 2013
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josh brown?nothing not to like. revenue smashed expectations. they went higher on earnings. the second quarter beat is skewed. i think you have to keep in mind with j and j all of the news is good but it's very expensive. 15% premium to the peer group and probably doesn't have a much higher growth rate. if i'm a holder we picked up the xlv. which gives us exposure. >> doesn't it turn anybody that they're talking about cutting back on hospitals when it comes to adopting new devices and procedures? >> the beauty is that they've got three distinct business units. weakness in any one of them can be offset. >> when they bought pfizer's consumer products business they became effectively a consumer branch business. if you look at them compared to proctor and gamble they're cheap. >> what is the company? >> i sort of still like it though. >> stock is breaking 90. ten to dribble up to 100. it's not the kind of thing where you have to say it's so expensive, sell it. bear in mind this thing has had a huge m
josh brown?nothing not to like. revenue smashed expectations. they went higher on earnings. the second quarter beat is skewed. i think you have to keep in mind with j and j all of the news is good but it's very expensive. 15% premium to the peer group and probably doesn't have a much higher growth rate. if i'm a holder we picked up the xlv. which gives us exposure. >> doesn't it turn anybody that they're talking about cutting back on hospitals when it comes to adopting new devices and...
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Jul 19, 2013
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josh gives us his take. we've done math some of the biggest movers and shakers for the past five days. before global opportunities were part of their investment strategy... before they funded scholarships to the schools that gave them scholarships... before they planned for their parents' future needs and their son's future... they chose a partner to help manage their wealth, one whose insights solutions and approach have been relied on for over 200 years. that's the value of trusted connections. that's u.s. trust. >>> welcome back. we are watching reports that barry sterling has submitted a bid for the company that owns sax fifth avenue. the titan has reportedly offered between 17 and 18 a share. the owner of lord and taylor. melissa, back to you. >> josh lipton what do you think? >> so listen. it could be true the stock reacted quite well so the way you trade this is you wait two or three days or at least until monday because if this is the deal, it's going to go right up to the deal price. if it starts to
josh gives us his take. we've done math some of the biggest movers and shakers for the past five days. before global opportunities were part of their investment strategy... before they funded scholarships to the schools that gave them scholarships... before they planned for their parents' future needs and their son's future... they chose a partner to help manage their wealth, one whose insights solutions and approach have been relied on for over 200 years. that's the value of trusted...
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Jul 25, 2013
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josh, is it you? are you over by the ice cream, josh? >> i am, sammy.gurative big dipper ice cream stand in times square. july, ice cream month. celebrating america all month long. and why not celebrate our favorite frosty treats around the land this morning. the spotlight turns to big sky country. big dipper ice cream, located in missoula, montana. we tasted some of the flavors this morning. but we have more to sample. mystery flavors. we're going to guess what they are in a bit. first, check out what it is we're trying. >> welcome to big dipper ice cream. >> reporter: it's the place where everyone, we mean everyone, comes to enjoy this delicious sweet treat. >> i come here because it's the best ice cream i've ever had. >> my favorite flavor is bubble gum. >> reporter: big dipper's been serving up homemade ice cream for almost 20 years. >> big dipper is a popular place to hang out in the summertime. we get good crowds until almost midnight. people just hang around. >> reporter: all 25 flavors made on the premises, from white mint oreo to mango habanero
josh, is it you? are you over by the ice cream, josh? >> i am, sammy.gurative big dipper ice cream stand in times square. july, ice cream month. celebrating america all month long. and why not celebrate our favorite frosty treats around the land this morning. the spotlight turns to big sky country. big dipper ice cream, located in missoula, montana. we tasted some of the flavors this morning. but we have more to sample. mystery flavors. we're going to guess what they are in a bit. first,...
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Jul 24, 2013
07/13
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josh lipton has been eyeing the catch and has the latest. josh?, a wave of earnings. let's wrap up the results. first up has to be facebook posted 19 cents, beats by a nickel. revenue also above estimates. mobile revenue, 661 million. remember the street was expecting just 450 million. next up, qualcomm posted 1.03 on revenue of 6.24 billion. the street was looking for 1.03 on 6.06 billion. the march quarter estimated 3-g, 4-g device shipments about 248 million units at an estimated selling price of 227 to 233 per unit. visa also reporting, 1.88. the street looking for 1.79 on 2.89 billion. so a beat there. affirming the outlook for revenue growth of 13% this year. that's in line with estimates. payments volume growth for the three months ended june 30th was 13% over the prior year at 1.1 trillion. buy due, another one we're watching, reports of 1.26 on revenue of 1.23 billion. analysts had been expecting 1.21 on 1.2 billion. mobile revenue for the% time saying over 10% of total revenue, q3 outlook also well above estimates. and raymond james, 65
josh lipton has been eyeing the catch and has the latest. josh?, a wave of earnings. let's wrap up the results. first up has to be facebook posted 19 cents, beats by a nickel. revenue also above estimates. mobile revenue, 661 million. remember the street was expecting just 450 million. next up, qualcomm posted 1.03 on revenue of 6.24 billion. the street was looking for 1.03 on 6.06 billion. the march quarter estimated 3-g, 4-g device shipments about 248 million units at an estimated selling...
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Jul 30, 2013
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sue, back to you. >> josh, thank you.ou, is touring an amazon.com facility in chattanooga, tennessee. amazon just this week announcing it's hiring more than 7,000 people. the president will speak very soon about 2:00 p.m. eastern time. before the president's address we want to bring in gene sperling director of the economic national council. good to see you. >> good to see you, sue. >> we'll have marcus and eamon with us in just a few minutes. i want to start with one of the four posts, if you will, of the president's address this afternoon and that's simplifying the tax code for businesses to create jobs and to create economic growth. the reaction to that, as you might expect on the hill, has been somewhat mixed although i would say it's getting more favorable reviews than we've seen some of the president's proposals have in the past. but the one thing that seems to be coming up is that although everybody is in favor of reforming the tax code, most of the republicans that are being quoted on this also want to see reform
sue, back to you. >> josh, thank you.ou, is touring an amazon.com facility in chattanooga, tennessee. amazon just this week announcing it's hiring more than 7,000 people. the president will speak very soon about 2:00 p.m. eastern time. before the president's address we want to bring in gene sperling director of the economic national council. good to see you. >> good to see you, sue. >> we'll have marcus and eamon with us in just a few minutes. i want to start with one of the...
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Jul 16, 2013
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josh lipton joins us now with the details. good evening, josh. we've got a lot coming up. >> that's right, michelle. stocks close with modest declines. the s&p 500 breaking an eight-day rally. that following mixed economic and earnings reports, the dow dropped 31 points. among the blue chips, coke, a laggard, matched expectations of 63 cents a share but missed on the top line. the company talking about unusually poor weather in the quarter. also, goldman sachs, reporting the company beats on the bottom and top, but a well-known bank analyst did lower his rating on goldman from buy to outperform saying increased estimates aren't enough to justify the upside needed for a buy rating. on the economic front, home builder confidence jumps in july to its strongest level since january 2006. and the consumer price index gained .5% in june due to a gain in gasoline prices. we heard from kansas city president esther george. and, of course, speaking of central bankers, tomorrow all eyes on dr. ben bernanke, his semiannual testimony to congress, perhaps more
josh lipton joins us now with the details. good evening, josh. we've got a lot coming up. >> that's right, michelle. stocks close with modest declines. the s&p 500 breaking an eight-day rally. that following mixed economic and earnings reports, the dow dropped 31 points. among the blue chips, coke, a laggard, matched expectations of 63 cents a share but missed on the top line. the company talking about unusually poor weather in the quarter. also, goldman sachs, reporting the company...
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Jul 1, 2013
07/13
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my oldest son and number two, a josh. i feel safe with my a whole this and because he is in massachusetts but i concede joshed doing something down the line. >>host: shall not in asia or publisher? >>guest: they are fantastic representing me to help get the book out. cut there the ones my son went to the have this idea and they jumped on it and they help to represent the book can i think will be a big success. >>host: what is your favorite recipe? it is not that is my favorite is in it romney's favorite but i love to cook it because i love to bring family together. it is the meat and potatoes cook book. his favorite food is the love. that may be surprised but he is meat and potato kind of guy with homemade rolls with sweet potatoes so this is a basic cookbook with home cooking it is not a fancy cookbook. . .
my oldest son and number two, a josh. i feel safe with my a whole this and because he is in massachusetts but i concede joshed doing something down the line. >>host: shall not in asia or publisher? >>guest: they are fantastic representing me to help get the book out. cut there the ones my son went to the have this idea and they jumped on it and they help to represent the book can i think will be a big success. >>host: what is your favorite recipe? it is not that is my favorite...
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Jul 29, 2013
07/13
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josh lipton is watching. josh? >> reporter: yeah, scott, let me get you those results. a beat on the bottom and the top. you saw adjusted 1.41 on revenue of 1.22 billion. remember, the street was looking here for 1.18 on 1.16 billion. in terms of q3 guidance, that's actually light. 1.09 to 1.13. the street was looking for 1.16. also, full-year guidance, though, 4.83 to 4.85. the stock has been volatile. up 5%, dipped, and is now bouncing up again about 4.5%. of course, herbalife the subject of a billionaire brawl you saw here on cnbc, bill icahn is long. ackman is short. the stock up more than 3% and up more than 90% so far this year. guys, back to you. >> all right, josh, thanks so much. as we said, herbalife is out. it's a beat. the stock is moving. we want to get some more instant reaction right now. >> joining us now is our own herb greenberg. herb just looking at some of the results, you see that they're raising guidance for fiscal 2013, better than expected. it looks like that's what's leading the stock up after hours. what are you seeing here? >> you know, i'm li
josh lipton is watching. josh? >> reporter: yeah, scott, let me get you those results. a beat on the bottom and the top. you saw adjusted 1.41 on revenue of 1.22 billion. remember, the street was looking here for 1.18 on 1.16 billion. in terms of q3 guidance, that's actually light. 1.09 to 1.13. the street was looking for 1.16. also, full-year guidance, though, 4.83 to 4.85. the stock has been volatile. up 5%, dipped, and is now bouncing up again about 4.5%. of course, herbalife the...
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Jul 15, 2013
07/13
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sue, back to you. >> josh, thank you.of new york tabloids as the marijuana mom is in court today. she's charged with running a huge growing operation from her suburban home in westchester county new york. snoebs's andrea day is live in federal court in brooklyn with the latest for us. >> reporter: that's true. andrea sanderlin walked into court alone and her hair in a tight bun and looked stressed out and they are vows. here's what happened a few minutes ago. andrea, you're accused of a massive put grow operation, is any of that true? do you have any partners that you work with? just tell me why you did it, how you did it. do you have anything to say, andrea? are you sorry about what you did? the 45-year-old single mom not talking to me but prosecutors say she's behind the $3 million operation. she was living large in a house? scarsdale driving her flashy mercedes suv every day to queens to check on her crops, and we're talking about thousands of pot plants she allegedly had growing inside a warehouse there, and this was
sue, back to you. >> josh, thank you.of new york tabloids as the marijuana mom is in court today. she's charged with running a huge growing operation from her suburban home in westchester county new york. snoebs's andrea day is live in federal court in brooklyn with the latest for us. >> reporter: that's true. andrea sanderlin walked into court alone and her hair in a tight bun and looked stressed out and they are vows. here's what happened a few minutes ago. andrea, you're accused...
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Jul 20, 2013
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i mean, they're edible. >> josh pike is great for tv. huge personality. however, i didn't quite realize he was going to be such a difficult interview subject. >> what's going on with you? you're getting a little approaching over there, huh? what's going on? i see you out of my peripheral, i'm on you like that. i know what's going on, pal. 50, 50 bucks. 50 bucks. 50 bucks. we're bidding your watch off. is that me? what the [ bleep ] is on my face? that's going to get edited. >> pike was at maricopa fighting a variety of methamphetamine-related charges. including burglary. >> i can't believe people tune into this bull [ bleep ]. when i get out and go to get a job it says please explain your criminal history, well i'm going to have to back a truck in or see attachment "a" because of all my charges now. >> pike says all his charges stem from one bad relationship. >> my relationship with meth has been ongoing since i was 12. i've had a little bit of break time when i get incarcerated, so it's the only time i clean up. since i've been 12 years old, i'm now 28,
i mean, they're edible. >> josh pike is great for tv. huge personality. however, i didn't quite realize he was going to be such a difficult interview subject. >> what's going on with you? you're getting a little approaching over there, huh? what's going on? i see you out of my peripheral, i'm on you like that. i know what's going on, pal. 50, 50 bucks. 50 bucks. 50 bucks. we're bidding your watch off. is that me? what the [ bleep ] is on my face? that's going to get edited. >>...
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Jul 8, 2013
07/13
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i agree with josh. jpmorgan will be important early in the season. it's it's the 12th and that will be a good important look at the economy. we'll see if there's loan groengts. we won't get the full effects of the housing market because that happens in the last week of may. it could be noisy but i think that will be an important tell for us. >> you guys both picking the banks. are the banks the most important sector at this time? >> it's a given we know the financials are -- i think we are going to continue to get it but i'm looking at ge. this is the company in every part of the global economy. we'll see what's going on with the asset quality there but they've been telling investors that they are slimming down capital and give back to investors but they're a global economy and involved with health care, aviation. jeff on the tape today saying he's seeing europe possibly turning a corner. he has not been a big cheerleader for the global economy of the he's a big fan of the show. >> is that the real reason you're picking it? >> i know he's watching. >
i agree with josh. jpmorgan will be important early in the season. it's it's the 12th and that will be a good important look at the economy. we'll see if there's loan groengts. we won't get the full effects of the housing market because that happens in the last week of may. it could be noisy but i think that will be an important tell for us. >> you guys both picking the banks. are the banks the most important sector at this time? >> it's a given we know the financials are -- i think...
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Jul 8, 2013
07/13
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i'm josh lipton. we're watching the fertilizer-maker.up that dividend hiking it by 75% without any problems. the stability and predictability of its retail operations means that companies so say the analysts, will have one of the biggest dividend payout ratios. >> thank you very much, josh. a developing story we're keeping a close eye on. a runaway train derailing and exploding in the middle of a small down on quebec. so far five people are dead and at least 40 people are missing. authorities are expecting to find more bodies as they get closer to the hardest hit areas. >> billowing black smoke can be seen miles after the derailment. it was transporting oil from the baffin region and canada's primes is calling it an unbelievable disaster. they will debate whether this will make the keystone pipeline for likely. >> now to that horrific plane crash out in san francisco. asiana airlines flight 214 crashing as it approached the airport after a long flight from south korea. two people killed, 180 hurt, several in critical condition. the data
i'm josh lipton. we're watching the fertilizer-maker.up that dividend hiking it by 75% without any problems. the stability and predictability of its retail operations means that companies so say the analysts, will have one of the biggest dividend payout ratios. >> thank you very much, josh. a developing story we're keeping a close eye on. a runaway train derailing and exploding in the middle of a small down on quebec. so far five people are dead and at least 40 people are missing....
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Jul 24, 2013
07/13
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. >> josh is a bay area native served in the u.s. navy three years, he was headed back stateside but after he landed he got the disturbing news about his dog. josh and his wife have had congo since he was a puppy. josh is a navy petty officer and has been stationed in guam three years. ina lives here in the bay area completing her nursing degree, gt word josh was being transferred stateside. >> just amazing i run out and give him a hug and never want to let him go after that. >> it's okay. >> when landing he twont reunite with his best friend. >> they said he wasn't there. and they didn't know where he was. >> i was thinking someone forgot about him. >> josh felt helpless waiting for news about congo. >> we were -- he's like my sochblt you know? my best friend. >> i called and i kept calling and was on hold for hours. >> finally friends suggested the couple call 7 on your side. they did. we contacted united within hours, the airline was able to locate congo. congo found in high high united told us we aim to offer our customers servic
. >> josh is a bay area native served in the u.s. navy three years, he was headed back stateside but after he landed he got the disturbing news about his dog. josh and his wife have had congo since he was a puppy. josh is a navy petty officer and has been stationed in guam three years. ina lives here in the bay area completing her nursing degree, gt word josh was being transferred stateside. >> just amazing i run out and give him a hug and never want to let him go after that....
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Jul 24, 2013
07/13
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. >> josh is a bay area native served in the u.s.y three years, he was headed back stateside but after he landed he got the disturbing news about his dog. josh and his wife have had congo since he was a puppy. josh is a navy petty officer and has been stationed in guam three years. ina lives here in the bay area completing her nursing degree, gt word josh was being transferred stateside. >> just amazing i run out and give him a hug and never want to let him go after that. >> it's okay. >> when landing he twont reunite with his best friend. >> they said he wasn't there. and they didn't know where he was. >> i was thinking someone forgot about him. >> josh felt helpless waiting for news about congo. >> we were -- he's like my sochblt you know? my best friend. >> i called and i kept calling and was on hold for hours. >> finally friends suggested the couple call 7 on your side. they did. we contacted united within hours, the airline was able to locate congo. congo found in high high united told us we aim to offer our customers service an
. >> josh is a bay area native served in the u.s.y three years, he was headed back stateside but after he landed he got the disturbing news about his dog. josh and his wife have had congo since he was a puppy. josh is a navy petty officer and has been stationed in guam three years. ina lives here in the bay area completing her nursing degree, gt word josh was being transferred stateside. >> just amazing i run out and give him a hug and never want to let him go after that. >>...
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Jul 17, 2013
07/13
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josh lipton is watching all of that. what stands out, josh? >> let's get a couple highlights.oss to chris hahn. eads, a liquid large cap company. he said the stock could double on a two-year horizon. talks about porsche saying it's a holding company. he thinks those two companies will merge at which point if they do you could double your money. and aurizon, calls it a total turnaround story. stock on track to double he says in the next three years. we heard from mark kingdon. he likes japanese stocks. toyota, it's an innovative leader in hybrids. fuji heavy taking production away from low margin to high margin. finally maz zdmazda. has more efficiency and best mileage in class. leon cooperman, we highlighted some of the names he's touching on. he had ten, two i would touch on. one would be qualcomm. he said too much pessimism. look at the balance sheet, $31 billion in cash, no debt. and sandridge energy he said, that one, according to cooperman, hat the potential of doubling. scott, back to you. >> josh, thanks so much. the kingdon toyota pick is right in your whom house. >> i
josh lipton is watching all of that. what stands out, josh? >> let's get a couple highlights.oss to chris hahn. eads, a liquid large cap company. he said the stock could double on a two-year horizon. talks about porsche saying it's a holding company. he thinks those two companies will merge at which point if they do you could double your money. and aurizon, calls it a total turnaround story. stock on track to double he says in the next three years. we heard from mark kingdon. he likes...
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Jul 23, 2013
07/13
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guys, back to you. >> thank you very much, josh.on't you give us from your perch out there in california a find of view from where you sit of how apple is doing and how important it is from where you sit for them to come out with new products of the sort we were just talking about in the ipad stream or the iphone stream. a lot of talk about a bigger screen on the iphone. >> i think the product cycle is very important. i think that's the thing that all the investors are talking about. what they care about more than earnings is to know what the next big product will be and they want the reassurance that apple will be able to maintain momentum and perhaps reverse the downward cycle that we've seen. i want to point out the massive cash that apple is sitting on, up one percent from last quarter and 21 percent from a year ago quarter. it's $146 billion. that's a massive pile of cash and it's going to raise a lot of questions about what apple should do with that cash. there is a comment here in the release, cfo oppenheimer saying they gene
guys, back to you. >> thank you very much, josh.on't you give us from your perch out there in california a find of view from where you sit of how apple is doing and how important it is from where you sit for them to come out with new products of the sort we were just talking about in the ipad stream or the iphone stream. a lot of talk about a bigger screen on the iphone. >> i think the product cycle is very important. i think that's the thing that all the investors are talking...
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Jul 9, 2013
07/13
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is josh fox.s been five years since the first proposal to drill thousands of gas wells came knock being at my door. with thousands of cases of water contamination, air pollution and health problems across the u.s. -- >> we have found no instance of hydraulic fracking. >> joining us now, josh fox. thanks for joining us. tell us a little bit about why you chose to do a sequel to gas land. i know part two focuses more specifically on corporate interests. tell us a little bit more about that. >> well, as you said, we have one of the most controversial issues in america, this huge natural gas drilling campaign in 34 states. if foreign multi-national oil companies and national oil companies were drilling all over our backyard and that people were complaining about this, complaining there was a movement spreading all throughout the united states, why was no one stepping forward to protect americans in the face of these human rights violations that the companies were putting on them in their backyards. wh
is josh fox.s been five years since the first proposal to drill thousands of gas wells came knock being at my door. with thousands of cases of water contamination, air pollution and health problems across the u.s. -- >> we have found no instance of hydraulic fracking. >> joining us now, josh fox. thanks for joining us. tell us a little bit about why you chose to do a sequel to gas land. i know part two focuses more specifically on corporate interests. tell us a little bit more about...
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Jul 12, 2013
07/13
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you move on. >> a lot of what josh said is absolutely true.n fact all of it's absolutely true and everybody knows it. now you have to say what's the next catalyst for boeing here? i'm not sure there necessarily is something new. if it drops back to, let's say 70s, 80s then you start putting it on again. >>> we've got breaking news. going to john harwood in d.c. john? >> eric holder has just released guidelines designed to calm some of the controversy that existed after the disclosure that the justice department had monitored a.p. phone records for certain officials in a leak investigation. what these new guidelines do it's technical stuff, but essentially it reverses the presumption in a case when as in the a.p. case the justice department wants to proceed without giving advance notice to the news organization. it sets up a news media screening committee to review these requests and limits the circumstances in which a reporter can be treated as a suspect as was the case in a fox news reporter who was named as a potential suspect in the case. t
you move on. >> a lot of what josh said is absolutely true.n fact all of it's absolutely true and everybody knows it. now you have to say what's the next catalyst for boeing here? i'm not sure there necessarily is something new. if it drops back to, let's say 70s, 80s then you start putting it on again. >>> we've got breaking news. going to john harwood in d.c. john? >> eric holder has just released guidelines designed to calm some of the controversy that existed after the...
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Jul 26, 2013
07/13
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i agree with josh. don't think you play based upon what's going on, or you play these guys based upon their valuations. i'm looking at the market. the sales data doesn't do it. the fed, absolutely. if we look at where we are in the month since the fed last spoke, the market's been down three times. only three times. ultimately the fed had to backtrack on the monday after three days where we went down 5.5%. watch the second quarter gdp, but definitely the payroll number on friday is the bigger thing. so in other words, that's one of the two or three fed numbers we have until you finally get to the september meeting everyone's counting on. >> and fed and payrolls equals interest rates. no question that interest rates affected sales in the quarter. no question. he was disappointed by the violent move in interest rates. >> as he should be. trying to curry favor with you, by the way. >> i'm just calling it what it is. >> nice job by you. >> i think these stocks -- i'll take the other side on this one. if you
i agree with josh. don't think you play based upon what's going on, or you play these guys based upon their valuations. i'm looking at the market. the sales data doesn't do it. the fed, absolutely. if we look at where we are in the month since the fed last spoke, the market's been down three times. only three times. ultimately the fed had to backtrack on the monday after three days where we went down 5.5%. watch the second quarter gdp, but definitely the payroll number on friday is the bigger...
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Jul 15, 2013
07/13
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anderson referring to josh donaldson and heroics. he is not an all-star.randon, coco crisp caught looking. a's and granted headed to the all-star game. he got the start. allowed two runs and joni goals. grounder from coco too much speed. no-hitter, two batters later, josh donaldson, number 16. two-run shot, game tied at 2. gomes tried to call time and then a swing and miss and argues and we go to extras with donaldson completing it in the 11th. chris scores from second. a's now 17 games over .3500. they take a two-game lead heading into the all-star race. >> we're having a little bit of tough luck. on but to be able to come out with a series win right there is how well they were playing. >> the day after for tim lincecum still basking in the glow of no-hitter. a rough 9 after a start gives up a solo shot. pablo sandoval had a great play in the 7th to preserve lincecum's no-hitter and second hitter. zito back-to-back home run. zito gets the loss. four runs and four hits, 10-1 san diego. sorj yes, sir romo named as replacement, as well. >> kenny perry said t
anderson referring to josh donaldson and heroics. he is not an all-star.randon, coco crisp caught looking. a's and granted headed to the all-star game. he got the start. allowed two runs and joni goals. grounder from coco too much speed. no-hitter, two batters later, josh donaldson, number 16. two-run shot, game tied at 2. gomes tried to call time and then a swing and miss and argues and we go to extras with donaldson completing it in the 11th. chris scores from second. a's now 17 games over...
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josh fox, ladies and gentlemen.fbt(""wu5$h"a captioning sponsored by comedy central captioned by media access group at wgbh access.wgbh.org >> john: that's our show. join us tomorrow night at 11:00. here it is your moment of zen. >> the supreme court now pronounces you man and man, wife and wife or man and wife. onight, political unrest in south america or they're happy. i don't speak spanish. then controversy in a florida courtroom. apparently you can't sue your grand kids for not calling. and my guest tufts history professor peniel joseph will discuss controversial changes to the voting rights act. i hope it doesn't affect "so you think you can dance." italy's president was convicted of paying for sex with an underaged prostitute which means it could be months before he's re-elected prime minister. this is the colbert report.
josh fox, ladies and gentlemen.fbt(""wu5$h"a captioning sponsored by comedy central captioned by media access group at wgbh access.wgbh.org >> john: that's our show. join us tomorrow night at 11:00. here it is your moment of zen. >> the supreme court now pronounces you man and man, wife and wife or man and wife. onight, political unrest in south america or they're happy. i don't speak spanish. then controversy in a florida courtroom. apparently you can't sue your...
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josh fox, ladies and gentlemen.
josh fox, ladies and gentlemen.
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our guest tonight documentary film maker josh fox is here. [ cheers and applause ] very good. but let's get straight into it with this morning's historic news. >> breaking news from the supreme court. doma, the defense of marriage act, ruled unconstitutional. >> prop-the justices ruled 5-4 that opponents of same-sex marriage in california do not have the grounds to sue which clears the way for gay marriage in that state. >> john: yes. [ cheers and applause ] ♪ men and men and women and women ♪ we did it! we did it. well, technically the supreme court did it. but we watched. we watched. [ cheers and applause ] we watched them do it. this morning the supreme court struck down both the defense of marriage act and california's prop-8 amendment. a hugely exciting day and not just on the steps of the court. >> the capitol district historically gay neighborhood here in san francisco is preparing for a huge celebration bringing in music and djs and closing the streets down. >> john: as it's known in the castro district, wednesday. i guarantee you, there will be people there tonight wh
our guest tonight documentary film maker josh fox is here. [ cheers and applause ] very good. but let's get straight into it with this morning's historic news. >> breaking news from the supreme court. doma, the defense of marriage act, ruled unconstitutional. >> prop-the justices ruled 5-4 that opponents of same-sex marriage in california do not have the grounds to sue which clears the way for gay marriage in that state. >> john: yes. [ cheers and applause ] ♪ men and men...
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Jul 12, 2013
07/13
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as scientific and from a link between fracking and earthquakes, we will speak with josh fox, director of "gasland part ii." hownew film looks at natural gas drilling is leading to water contamination, air pollution and health problems. >> my throat would start swelling, i was gasping for air read i started stuttering, stumbling. my face drew up on my left side. >> then we get to north carolina where over 700 people have been arrested in the past 10 weeks in a weekly protest called moral monday. >> it means using bills to suggest their pro-life when in fact they are pro-hypocrisy. >> we will look at moral mondays and a move by north carolina lawmakers to shut down abortion clinics by adding anti-choice restrictions to a bill on motorcycle safety. prisonersover 12,000 in california enter their fifth day on hunger strike to protest solitary confinement, we will speak with a reporter who survived solitary in iran, shane bauer, author of, "solitary in iran nearly broke me. then i went inside america's prisons." all of that and more coming up. this is democracy now!, democracynow.org, the w
as scientific and from a link between fracking and earthquakes, we will speak with josh fox, director of "gasland part ii." hownew film looks at natural gas drilling is leading to water contamination, air pollution and health problems. >> my throat would start swelling, i was gasping for air read i started stuttering, stumbling. my face drew up on my left side. >> then we get to north carolina where over 700 people have been arrested in the past 10 weeks in a weekly...
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Jul 16, 2013
07/13
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((depes on if i'm playing golf)) why josh donaldson gets more recognition on the lin than the diamond((that's definitely where the chip o shoulder began, cribbs)) and speaking of respect, why specialist josh cribbs hope turn back the clock in oakl ((nat)) hang on, sports is coming up in just a few minutes.. (((stocks))) (((stocks))) (((stocks))) ,,,,,,,, medications? i don't know. last immunization shots? really? honey, what's my blood pressure medicine called? one time i took something and i blew up like a puffer fish. i'm probably allergic to that. at kaiser permanente, your medical information is available to you and your doctors. quickly. securely. no guesswork required. better information. better care. kaiserpermanente. thrive. living on cloud nine with that u-verse wireless receiver. you see in my day, when my mom was repainting the house, you couldn't just set up a tv in the basement. i mean, come on! nope. we could only watch tv in the rooms that had a tv outlet. yeah if we wanted to watch tv someplace else, we'd have to go to my aunt sally's. have you ever sat on a plastic co
((depes on if i'm playing golf)) why josh donaldson gets more recognition on the lin than the diamond((that's definitely where the chip o shoulder began, cribbs)) and speaking of respect, why specialist josh cribbs hope turn back the clock in oakl ((nat)) hang on, sports is coming up in just a few minutes.. (((stocks))) (((stocks))) (((stocks))) ,,,,,,,, medications? i don't know. last immunization shots? really? honey, what's my blood pressure medicine called? one time i took something and i...
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Jul 5, 2013
07/13
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. >> dan, it's josh brown. given the fact that the nikkei has been leading the u.s. markets to some extent, and they're all kind of seen as this play on central banks, as ridiculous as that sounds, now that we've got some strength there, is it possible that the u.s. can follow that higher this summer, or is it going to kind of be a little bit more independent on its own data? >> i think it's its own story. i mean, we know that we have the elections on july 21st. i think we've been one of those people who have taken a broader view of the japanese equity market and the economy. and we think that if they get this right, there is reason to believe in the short-term that things could be up. i don't necessarily think that at least btig's clients are necessarily more optimistic about u.s. equities because of what's happening in the nikkei. >> dan, you like several of the cyclical sectors. do you think that these companies are going to be able to deliver on earnings? and more importantly, on earnings guidance going forward? is it going to be -- are they going to say good eno
. >> dan, it's josh brown. given the fact that the nikkei has been leading the u.s. markets to some extent, and they're all kind of seen as this play on central banks, as ridiculous as that sounds, now that we've got some strength there, is it possible that the u.s. can follow that higher this summer, or is it going to kind of be a little bit more independent on its own data? >> i think it's its own story. i mean, we know that we have the elections on july 21st. i think we've been...
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Jul 15, 2013
07/13
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KGO
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and allstar or not, josh donaldson leads the a's with a
and allstar or not, josh donaldson leads the a's with a
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Jul 11, 2013
07/13
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thanks to my friends here in new york city, kurt and josh. that's all for now. here tomorrow at noon eastern. until then you can find us at facebook.com/nowwithalex. >>> andrea mitchell picks up live coverage of the george zimmerman trial and its closing arguments -- next. help the gulf recover, and learn from what happened so we could be a better, safer energy company. i've been with bp for 24 years. i was part of the team that helped deliver on our commitments to the gulf - and i can tell you, safety is at the heart of everything we do. we've added cutting-edge safety equipment and technology, like a new deepwater well cap and a state-of-the-art monitoring center, where experts watch over all our drilling activity, twenty-four-seven. and we're sharing what we've learned, so we can all produce energy more safely. safety is a vital part of bp's commitment to america - and to the nearly 250,000 people who work with us here. we invest more in the u.s. than anywhere else in the world. over fifty-five billion dollars here in the last five years - making bp america's
thanks to my friends here in new york city, kurt and josh. that's all for now. here tomorrow at noon eastern. until then you can find us at facebook.com/nowwithalex. >>> andrea mitchell picks up live coverage of the george zimmerman trial and its closing arguments -- next. help the gulf recover, and learn from what happened so we could be a better, safer energy company. i've been with bp for 24 years. i was part of the team that helped deliver on our commitments to the gulf - and i can...
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Jul 30, 2013
07/13
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throughout josh donaldson at 3rd base. we have two days left prior to the trade dead lane. >> who is going to get traded. >> who is going to get traded? the a's need help offensively. >> i'm not sure they do. 20 games over 5 and six games over the rangers. >> you can never have morrow fence. more on my blog tonight. >> blog away. >>> he's been breaking into homes on an unusual mission. the usual attacks rattling northern california women. ,,,,,,,,,,,,,,,,,,,, police say william russell' d to an arrest >> well, a man's foot fetish has cost him his freedom. >> this is so weird. >> it led to an arrest on sex assault charges. he forced a woman to take off her shoes so he could suck on her toes. he was stalking her. russell confesses that he attacked three other women for the same purpose. >> we will be right back. look at 'em. living on cloud nine with that u-verse wireless receiver. you see in my day, when my mom was repainting the house, you couldn't just set up a tv in the basement. i mean, come on! nope. we could only watc
throughout josh donaldson at 3rd base. we have two days left prior to the trade dead lane. >> who is going to get traded. >> who is going to get traded? the a's need help offensively. >> i'm not sure they do. 20 games over 5 and six games over the rangers. >> you can never have morrow fence. more on my blog tonight. >> blog away. >>> he's been breaking into homes on an unusual mission. the usual attacks rattling northern california women....
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Jul 30, 2013
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can it close above that $38 ipo price, josh lipton?reporter: yeah, bill, obviously watching facebook very closely here. what do we get back to the $38 offering price? right now, you're around $37.94. remember, you hit that intraday low of $17.55. that was in september 2012. you finish 2012 around $26. but right now, right near session highs, up about 7% at $37.92. maria, back to you. >> all right, josh, thank you so much. we're in the final stretch of trading for the day. about 12 minutes left before the closing bell sounds. we have a market that's fractionally better on the day. up 16 points on the dow. >> the stocks may be struggling to hold onto gains, but when we come back, joe quinlan explains why the rally could head higher. >>> and could facebook stock get back to the $38 ipo price? it looks like it's headed there. up 7%. back in a moment. the most free research reports, customizable charts, powerful screening tools, and guaranteed 1-second trades. and at the center of it all is a surprisingly low price -- just $7.95. in fact, f
can it close above that $38 ipo price, josh lipton?reporter: yeah, bill, obviously watching facebook very closely here. what do we get back to the $38 offering price? right now, you're around $37.94. remember, you hit that intraday low of $17.55. that was in september 2012. you finish 2012 around $26. but right now, right near session highs, up about 7% at $37.92. maria, back to you. >> all right, josh, thank you so much. we're in the final stretch of trading for the day. about 12 minutes...
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Jul 21, 2013
07/13
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KPIX
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josh donaldson representing tying run, and he chases a high one and then john jaso. go ahead run. strikes out on three pitches to end it and the a's, look to get a win as they lose final of two to nothing. >>> coming up, life just keeps getting better for steph curry, and tiger woods the world's no. 1 player may be on the brink of the elusive 15th major. ,,,,
josh donaldson representing tying run, and he chases a high one and then john jaso. go ahead run. strikes out on three pitches to end it and the a's, look to get a win as they lose final of two to nothing. >>> coming up, life just keeps getting better for steph curry, and tiger woods the world's no. 1 player may be on the brink of the elusive 15th major. ,,,,
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Jul 19, 2013
07/13
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KGO
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the big icy josh.you see, the way this really works in the old days before they had air-conditioning, you'd set up a bowl of ice, put the fan in front of the bowl of ice. and then, the air would pick up the cold air off the ice and cool you. that's the old way before air conditioning. so, if we all stand beside the giant josh -- as the breeze comes in, i feel so much cooler. i honestly do. it's working. is it working? >> absolutely. >> i think it is, too. let's get to the boards. we got one or two things going on this morning we thought we'd share with you. take a look at the warnings out during the day today. there's an excessive heat warning for about 438 miles of american's coastline, from washington, d.c., all the way up to boston, as the crow flies. and it's more than that, if you take what's going on inland. and in these other areas, cincinnati, cleveland, detroit, all the way working west. is there any relief in sight for the west, where the heat is baking those areas and the fires are roaring?
the big icy josh.you see, the way this really works in the old days before they had air-conditioning, you'd set up a bowl of ice, put the fan in front of the bowl of ice. and then, the air would pick up the cold air off the ice and cool you. that's the old way before air conditioning. so, if we all stand beside the giant josh -- as the breeze comes in, i feel so much cooler. i honestly do. it's working. is it working? >> absolutely. >> i think it is, too. let's get to the boards. we...
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Jul 9, 2013
07/13
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hey, josh. >> reporter: hey, kelly, leaders and laggers in today's session.tart with the s&p and one group well in the green. homebuilders, like d.r. horton, pulte, lennar, all up sharply. core logic did report that may foreclosures declined from a year ago. netflix, another big gainer, a day after extending its licensing agreement with cbs. the company also announcing that it will post second-quarter results on july 22nd. ceo reid hastings will host a live video discussion about the results with our own julia boreston. what didn't work today, surgical got slammed, projected second quarter results that missed the street's expectations, talking about increased economic pressure on hospitals. qwest diagnostics another lagger. ticker djx, morgan stanley downgrades it to underweight. analysts citing more risk to reimbursement. as for the dow, ibm finished in the red. goldman downgrades big blue to neutral, citing pressures on growth markets and higher-margin revenue streams. price target, 200 bucks. bill, back to you. >> all right, josh, thank you. >>> let's talk
hey, josh. >> reporter: hey, kelly, leaders and laggers in today's session.tart with the s&p and one group well in the green. homebuilders, like d.r. horton, pulte, lennar, all up sharply. core logic did report that may foreclosures declined from a year ago. netflix, another big gainer, a day after extending its licensing agreement with cbs. the company also announcing that it will post second-quarter results on july 22nd. ceo reid hastings will host a live video discussion about the...
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Jul 2, 2013
07/13
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but maybe europe finally turning. >> tom, it's josh brown. i'm in agreement with you on the cyclical trade. it's an idea we've gone to add to especially relative to the stapps. i'm curious, i think there's a huge misconception about how much of the earnings these companies in the u.s. derive from overseas. how important is it to them that china stops the economic fall? how important is europe to the u.s. cyclical stocks, especially the large companies? >> yeah. well, it's true, josh, because, you know, when people do the numbers, they see there's huge, huge exposure of cyclical companies to earnings from both emerging markets and from europe around for tech, for instance, it's well, well over 50%. but on the other hand, we have to remember cyclical companies generate earnings wherever global growth taking place. if the u.s. begins to surprise, u.s. share of profit generation will go up, and, of course, if europe is turning, it's that second derivative that's important. instead of become a drag, europe may become a tailwind. >> tom, it's good
but maybe europe finally turning. >> tom, it's josh brown. i'm in agreement with you on the cyclical trade. it's an idea we've gone to add to especially relative to the stapps. i'm curious, i think there's a huge misconception about how much of the earnings these companies in the u.s. derive from overseas. how important is it to them that china stops the economic fall? how important is europe to the u.s. cyclical stocks, especially the large companies? >> yeah. well, it's true,...