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Nov 17, 2016
11/16
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CNBC
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with the dollar where it is, komatsu wins in the head-to-head.ut would it shock you to hear that the federal highway administration if they were going to get the money from the trump infrastructure that they were told, look, you're not going to ewe komatsu because the japanese are trading -- i know that seems extreme. but when you listen to the rhetoric over the years, he wants to play tough with komatsu. that's six and a half in one and a dozen -- there are a lot of companies that would say what's komatsu on the dollar right now versus what's cat? wouldn't shock me at all if the president-elect doesn't mention that. remember, he came -- abe came to new york -- came to america and he only met with candidate clinton. that may have proved to be an ill advised decision. >> well, it will be interesting to see with the meeting today actually encompasses. >> right. >> also a few ceos making their way to trump tower. past the barricades. >> right. >> including software cats from oracle. >> they had a very big ad today. now that they've closed that deal,
with the dollar where it is, komatsu wins in the head-to-head.ut would it shock you to hear that the federal highway administration if they were going to get the money from the trump infrastructure that they were told, look, you're not going to ewe komatsu because the japanese are trading -- i know that seems extreme. but when you listen to the rhetoric over the years, he wants to play tough with komatsu. that's six and a half in one and a dozen -- there are a lot of companies that would say...
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Nov 18, 2016
11/16
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CNBC
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. >> and that's komatsu when the dollar was weak really gave up here. is strong, komatsu comes in strong because they are a competitor. that's when you might think a president trump federal highway administration you can't buy komatsu. that's what i'm talking about in terms of a change in this country. >> right. there it is the opening bell this morning. [ bell ringing ] you can see realtime exchange, ethan allen highlighting new product line with disney. over at the nasdaq advisory company helping to improve health care organizations and educational institutions. >> disney, one of the reasons why people have been liking it in the most recent spate of good pieces, research pieces, is that consumer products goods they're saying obviously ethan allen this is an asterisk for them, but consumer products better. don't forget there's absolutely a belief that espn is bottoming out. but i have to defer to you, you've been covering this business for more than 20 years. and i -- jealousy. >> it's been 30 years of being a journalist very soon. are you going to cel
. >> and that's komatsu when the dollar was weak really gave up here. is strong, komatsu comes in strong because they are a competitor. that's when you might think a president trump federal highway administration you can't buy komatsu. that's what i'm talking about in terms of a change in this country. >> right. there it is the opening bell this morning. [ bell ringing ] you can see realtime exchange, ethan allen highlighting new product line with disney. over at the nasdaq advisory...
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Nov 28, 2016
11/16
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CSPAN2
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ii, there's something you're dressed in the book and it's something we think a lot about and the komatsu case, the case case where it kind of all three branches participated in what we now see as a wrong turn. was that a failure of our checks and balances? what happened there that led to this massive internment of u.s. citizen. >> one feature of the system that is open and ambiguous like ours is that there is the risk that decisions are made that in retrospect the public as a whole recognizes. the court signed off on it, congress signed signed off on it, the president signed off on it. in light of history, it doesn't look like it was a decision that can be justified. a difficult issue and thinking about our system as a whole is how to evaluate it. you evaluated by the mistakes it made, do you evaluated in the moment that it allowed such mistakes be made or do you evaluated from a larger timeframe. a remarkable feature of the system, if you you look at it from the framers perspective, it is endured for two and half centuries. it has managed to enable the country to experience war with a f
ii, there's something you're dressed in the book and it's something we think a lot about and the komatsu case, the case case where it kind of all three branches participated in what we now see as a wrong turn. was that a failure of our checks and balances? what happened there that led to this massive internment of u.s. citizen. >> one feature of the system that is open and ambiguous like ours is that there is the risk that decisions are made that in retrospect the public as a whole...
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Nov 21, 2016
11/16
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CNBC
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because komatsu historically when the dollar gets strong really takes a lot of business from cat. >>e questions about the plan, the infrastructure plan and how much will depend on federal spending, right? how much is in infrastructure bank part of this equation? >> but i saw chuck schumer this weekend, democrat, talk about how this is something that could happen in the first hundred days. if there was anyone that could stand in its way it might be schumer. look, we also had putin this weekend say there's going to be a deal to cut -- to freeze. now, we're at the end of november where we kept hearing that there's going to be a freeze. so far we've not heard from iraq and iran who really did need to do the freezing. but in the meantime we got the small cap rally going on again. the animal spirits of this market, the numbers you quoted about what happens between here and the end of the year that might take that these retailers are really in much better shape than people realize. and then you have these stretchers put on wells fargo, i mean really serious strictures. see, how much is well
because komatsu historically when the dollar gets strong really takes a lot of business from cat. >>e questions about the plan, the infrastructure plan and how much will depend on federal spending, right? how much is in infrastructure bank part of this equation? >> but i saw chuck schumer this weekend, democrat, talk about how this is something that could happen in the first hundred days. if there was anyone that could stand in its way it might be schumer. look, we also had putin...
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Nov 17, 2016
11/16
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KWWL
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giving its foreign competitors like komatsu a real edge. but that was before trump's election. now post-trump, cat's widely held as the stock to own. why? because maybe trump will make the federal highway administration use only american equipment if it's going to get the money it needs after trump issues the $500 billion, 30-year make american highways great bonds. it could easily happen. by the way, it's my plan. i'd like to get some credit for it if it's adopted. let me give you one more example money," what did i do? i said, hey, there's this company. its stock is too high. nvidia, right? i said maybe it pulls back. i said it's becoming the new intel of this generation, the semiconductor company for gaming, data centers, machine learning, artificial intelligence. the stock had just moved up 20 points on the best earnings beat of 2016. all i did was say i don't think it's done, but that it should come in. i saw there had been buyers lurking after that run. i sensed that they would be impatient if it didn't pull back. but even as much as the nasdaq opened lower today, nvidia
giving its foreign competitors like komatsu a real edge. but that was before trump's election. now post-trump, cat's widely held as the stock to own. why? because maybe trump will make the federal highway administration use only american equipment if it's going to get the money it needs after trump issues the $500 billion, 30-year make american highways great bonds. it could easily happen. by the way, it's my plan. i'd like to get some credit for it if it's adopted. let me give you one more...