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Sep 17, 2012
09/12
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number two is lulu lemon. and four number three, i checked with jeff middleswart of behind the in your opinions. an accounting research firm. his favorite? tiffany. last quarter they cut guidance. i thought it was fascinating. sales up 4.4%. inventories up 21%. lots of concern around that luxury brand. >> anybody agree? disagree with herb on any of these names? >> on tiffany we're not involved in the name. the stock has had a nice move. up 30% off the lows. >> off the lows. after all that news. >> i would say this. people are expecting raemly bad things. they were expecting them to cut the numbers. therm expecting a lot of softness. if you look at a two-year basis on a comp basis, stack basis, their regions actually were either maintained or up on a two-year basis. stock's had a nice move. i can easily see a stock pullback. this is one expectations are low. raw material costs are going to help in their favor. they've already lowered the numbers. interesting to me. >> josh brown, did i hear you? >> you certainl
number two is lulu lemon. and four number three, i checked with jeff middleswart of behind the in your opinions. an accounting research firm. his favorite? tiffany. last quarter they cut guidance. i thought it was fascinating. sales up 4.4%. inventories up 21%. lots of concern around that luxury brand. >> anybody agree? disagree with herb on any of these names? >> on tiffany we're not involved in the name. the stock has had a nice move. up 30% off the lows. >> off the lows....
SFGTV: San Francisco Government Television
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Sep 9, 2012
09/12
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i'm not sure i is a lulu, but we have three of the four here and what we're recognizing this group for is the professor of muni series of videos that i'm sure you have all watched numerous times. these were requested by the mac, multimodal accessibility committee, but they have adopted to the broader scope of the mta with the rest of us. there were four different videos that they made. they were written and cast by matt, [tpa*-eufpbld/] edited filmed and edited by kate and there were a number of other mta employees that participated and these were put out in advance of the july 1st to make sure there was good information or to compliment the information that was going out there. and i think we're going to play a little bit, just a highlight for anyone who was sorry enough to have missed this. [ music ] [ music ] [ applause ] >> good. >> an now come travel with us as we visit that bastion of brain activity, the world-famous muni labs. hello there, professor muni at muni labs where the future of transit is being made everyday. let's look at muni's new all door boarding policy. >> we're g
i'm not sure i is a lulu, but we have three of the four here and what we're recognizing this group for is the professor of muni series of videos that i'm sure you have all watched numerous times. these were requested by the mac, multimodal accessibility committee, but they have adopted to the broader scope of the mta with the rest of us. there were four different videos that they made. they were written and cast by matt, [tpa*-eufpbld/] edited filmed and edited by kate and there were a number...
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Sep 10, 2012
09/12
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but man, it's trading at 56 times earnings, are you souring on lulu, andrew? > > the fact of the matter is i actually did get short it on friday, and i got short at levels much lower than where it's trading now. it closed on the high of the day, $77.25 on friday. it was very interesting to see. it actually opened up down on the day after the earnings were already out. so it opened up, went down to $67.10, it was off to the races. put $10 on top of that. very, very rarely do i see stocks that have earnings, the earnings are reported, and then rip $10 or 12% in either direction. huge, huge volume on friday, 14 million shares verses the average, 3 million shares. short interest is 14%, so i think some of these shorts might have gotten squeezed out of there. i am short it. may high is $81. above $81 i'm out of it. it was a little painful. i did get a lot of sweat. maybe i should have worn my yoga pants, but, i think it could retest down to $67. > > anybody looking at fundamentals, how do they make heads or tails of something like this, with a p-e ratio of, what wa
but man, it's trading at 56 times earnings, are you souring on lulu, andrew? > > the fact of the matter is i actually did get short it on friday, and i got short at levels much lower than where it's trading now. it closed on the high of the day, $77.25 on friday. it was very interesting to see. it actually opened up down on the day after the earnings were already out. so it opened up, went down to $67.10, it was off to the races. put $10 on top of that. very, very rarely do i see stocks...
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i was turned on to lulu by my mom. it really crosses demographics.s point about saturation, an --. melissa: i haven't been there. i'm the last person. i will go this weekend. lori: we're late to check in with nicole. story of our lives here. nicole, what is going on? >> my mom has lululemons. i have lulu lemons. let's move on to coffee. from yoga ware to coffee. looking at green mountain roasters. their k-cup is going to expire. the patent will expire in the grocery stores. that is obviously part of their revenues. both raw capital and lazard capital are both saying it is okay. really talking about green mountain and the growth potential. lazard in particular says they'redown shifting from a hyper-growth company that they saw great revenue and earnings per share ahead for them. lori: thanks, nicole. melissa: election day is over two months away. up next find out what effect it will have on your wallet according to wells fargo. lori: all kinds of affect that you wouldn't necessarily think off the top of your head. there are losers and winners. a few w
i was turned on to lulu by my mom. it really crosses demographics.s point about saturation, an --. melissa: i haven't been there. i'm the last person. i will go this weekend. lori: we're late to check in with nicole. story of our lives here. nicole, what is going on? >> my mom has lululemons. i have lulu lemons. let's move on to coffee. from yoga ware to coffee. looking at green mountain roasters. their k-cup is going to expire. the patent will expire in the grocery stores. that is...
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Sep 10, 2012
09/12
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lulu is up 65% year to date. is it back? erica, great to have you with us.oint out aptly that q 3 was higher solidly. what is the next catalyst to bring it to the price target that you have? >> the story will unfold through the back half of the year. i think everyone is looking forward to the holidays. the company really highlighted that they have a lot of innovation coming and the products should look really good. >> in terms of the macroeconomic environment is there anything to cause concern about the lulu story or is this a stock that is immune? >> the fiscal cliff and a pullback in spending would impact the stock. they have a lot of drivers that are beyond that. they have a ton of white space. they are still growing brand awareness and extending the product line. so the stock would definitely be impacted but they have other organic drivers to help limit the pull back. >> it is a name i have traded for the long side. unfortunately at times it hasn't worked well. why is this time different than the story investors were faced with back in may? >> i think ba
lulu is up 65% year to date. is it back? erica, great to have you with us.oint out aptly that q 3 was higher solidly. what is the next catalyst to bring it to the price target that you have? >> the story will unfold through the back half of the year. i think everyone is looking forward to the holidays. the company really highlighted that they have a lot of innovation coming and the products should look really good. >> in terms of the macroeconomic environment is there anything to...
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Sep 10, 2012
09/12
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lulu has a huge proprietary edge.r them a technology company as they're constantly using technology to come up with innovative new products be, like anti-stink pants, which is how they can charge $100 for a pair of yoga pants. it's a trend, it's a lifestyle. it's more than a cult, it's a culture. it's going to take a long time before this comes down again. the short sellers hate this compan company,. that's where the opportunity may come in. everybody else in this industry would pray for a slowdown. here's the bottom line, retail has been really hot lately. but when you play the sector, remember, especially as fashion week continues in manhattan, the best performers tend to be companies that are getting the fashion right and at the moment those fashionistas are michael kors, gap, nordstrom's, urban outfitters and lulu. let's go to robert if california. robert. >> caller: jim, calling from america's finest city regarding fran's, francesca's holdings. they have terrific growth, more stores coming up all the time, good p
lulu has a huge proprietary edge.r them a technology company as they're constantly using technology to come up with innovative new products be, like anti-stink pants, which is how they can charge $100 for a pair of yoga pants. it's a trend, it's a lifestyle. it's more than a cult, it's a culture. it's going to take a long time before this comes down again. the short sellers hate this compan company,. that's where the opportunity may come in. everybody else in this industry would pray for a...
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Sep 8, 2012
09/12
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once you saw the turn in lulu's stock you could see it could hold sway.he stocks have momentum. they have haters who always bet against them. they are expensive versus other stocks even as they may not be expensive versus growth rates. one slip and they get crushed as we saw when chipotle was obliterated in july. not today. they rallied together. chipotle is the beneficiary not of news but of a fabulous growth stock sector move. stick with cramer. >>> big, big week next week. when you see chinese rate cuts
once you saw the turn in lulu's stock you could see it could hold sway.he stocks have momentum. they have haters who always bet against them. they are expensive versus other stocks even as they may not be expensive versus growth rates. one slip and they get crushed as we saw when chipotle was obliterated in july. not today. they rallied together. chipotle is the beneficiary not of news but of a fabulous growth stock sector move. stick with cramer. >>> big, big week next week. when you...
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Sep 7, 2012
09/12
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once you saw the turn in lulu's stock you could see it could hold sway. the stocks have momentum. they have haters who always bet against them. they are expensive versus other stocks even as they may not be expensive versus growth rates. one slip and they get crushed as we saw when chipotle was obliterated in july. not today. they rallied together. chipotle is the beneficiary not of news but of a fabulous growth stock sector move. stick with cramer. i'm an expert on softball. and tea parties. i'll have more awkward conversations than i'm equipped for because i'm raising two girls on my own. i'll worry about the economy more than a few times before they're grown. but it's for them, so i've found a way. who matters most to you says the most about you. massmutual is owned by our policyholders so they matter most to us. massmutual. we'll help you get there. >>> big, big week next week. when you
once you saw the turn in lulu's stock you could see it could hold sway. the stocks have momentum. they have haters who always bet against them. they are expensive versus other stocks even as they may not be expensive versus growth rates. one slip and they get crushed as we saw when chipotle was obliterated in july. not today. they rallied together. chipotle is the beneficiary not of news but of a fabulous growth stock sector move. stick with cramer. i'm an expert on softball. and tea parties....
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Sep 8, 2012
09/12
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take lulu if the numbers are good and more importantly go to the derivative, chipotle.i could get ahead of the other guys. because i was wise to their game. the important thing was how they were related by a common thread. it's not the companies. it's the buyers themselves. often the trick to trading is to spot the pattern of the buyers, not the news of the companies. chipotle can rally out of nothing. today's key was to recognize good news when it came to lululemon. the apparel maker issued a better than expected number but it gave you a significant earnings boost and allowed strong same-store sales numbers. you have to have conviction not only in the company but in yourself to know it is good news. plenty of short sellers tried to make it look ugly as if the good news wasn't good at all. once you saw the turn in lulu's stock, you could predict that momentum could hold sway, especially since ulta was able to sustain its stance. not just that the stocks have momentum. they have haters who always bet against them. they are expensive versus other stocks even as they may n
take lulu if the numbers are good and more importantly go to the derivative, chipotle.i could get ahead of the other guys. because i was wise to their game. the important thing was how they were related by a common thread. it's not the companies. it's the buyers themselves. often the trick to trading is to spot the pattern of the buyers, not the news of the companies. chipotle can rally out of nothing. today's key was to recognize good news when it came to lululemon. the apparel maker issued a...
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Sep 8, 2012
09/12
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once you saw the turn in lulu's stock you could see it could hold sway.ks have momentum. they have haters who always bet against them. they are expensive versus other stocks even as they may not be expensive versus growth rates. one slip and they get crushed as we saw when chipotle was obliterated in july. not today. they rallied together. chipotle is the beneficiary not of news but of a fabulous growth stock sector move. stick with cramer. ♪ moving along ♪ new beginnings and new ends ♪ spending our time with our family and our friends ♪ ♪ celebrate with the cool autumn air ♪ ♪ ♪ and we're livin' out our lives ♪ ♪ as we dance without a care ♪ oh we were made ♪ don't worry, i can make more. ♪ oh to be free but lately she's been coming in with less gray than usual. what's she up to? [ female announcer ] root touch-up by nice'n easy has the most shade choices, designed to match even salon color in just 10 minutes. with root touch-up, all they see is you. the rid-x septic subscriber program helps prevent backups by sending you monthly doses right to your door
once you saw the turn in lulu's stock you could see it could hold sway.ks have momentum. they have haters who always bet against them. they are expensive versus other stocks even as they may not be expensive versus growth rates. one slip and they get crushed as we saw when chipotle was obliterated in july. not today. they rallied together. chipotle is the beneficiary not of news but of a fabulous growth stock sector move. stick with cramer. ♪ moving along ♪ new beginnings and new ends ♪...
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Sep 27, 2012
09/12
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>> lulu lemon.and most say these guys are big threats but others say it's positive for nike because it will make them better. sales in north america should still be strong but continued weakness in china, especially with apparel, could be a bit of a problem. stern a.g.'s sam posner has a neutral rating on nike and says gross margins are the key here, nike has missed guidance in each of the last three quarters. ubs has a buy at a $106 target opt stock. they believe a massive u.s. quarter may offset the woes in china. now the competition. lulu lemon ceo christine day is saying her company is taking share with fitness-focused women. under armour is the one really in nike's crosshairs and maybe vice versa. it's double down on shoes and as nike's stock has been flat year to date, u.a. is up 50%. some say that's because of takeover chatter. nike would leverage itself quite a bit. under armour has a $6 billion nike cap. nike has 2.3 billion in cash. results after the bell. back to you. >> oracle ceo larry
>> lulu lemon.and most say these guys are big threats but others say it's positive for nike because it will make them better. sales in north america should still be strong but continued weakness in china, especially with apparel, could be a bit of a problem. stern a.g.'s sam posner has a neutral rating on nike and says gross margins are the key here, nike has missed guidance in each of the last three quarters. ubs has a buy at a $106 target opt stock. they believe a massive u.s. quarter...
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Sep 19, 2012
09/12
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. >> lulu lemon. >> i've got to tell you, even i think of the great mickey drexler from j.thinks that lulu lemon is a well-run company. i want to go to sam in connecticut. >>. >> mr. cramer, thank you for everything you do for us little guys. my question is on magnum hunter resources. >> it is just a spec oil going to $120. that's where you needed to go back to a new high. i want to go to dennis in utah. >> thank you, thank you, thank you. with your advice for apple, and i got in listening to you at about $100 a share. >> yes, we've been behind that one for certain. what's up? >> today, ross. >> ross is part of a complex like a dollar tree. everyone is selling the value guys. i think that's a mistake. you should pick up 100 shares of ross tomorrow morning. let's go to birch in california. >> yes, are you still bullish on haynes? >> why not? haim did a good job. they delivered a good quarter. the stock is coming down. it did go to parabolic. it is giving up a little bit of that. i'd leg into the story. valery in pennsylvania? >> how are you? >> real good. >> i'm a new older
. >> lulu lemon. >> i've got to tell you, even i think of the great mickey drexler from j.thinks that lulu lemon is a well-run company. i want to go to sam in connecticut. >>. >> mr. cramer, thank you for everything you do for us little guys. my question is on magnum hunter resources. >> it is just a spec oil going to $120. that's where you needed to go back to a new high. i want to go to dennis in utah. >> thank you, thank you, thank you. with your advice...
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Sep 7, 2012
09/12
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the thing about lulu is expectations were beaten down. think there's people betting against it at this point and from, you know, breaking down in that summer run and i think they caught people by surprise. >> howard? >> i personally felt, herb, hang on. you can't talk here. i personally felt that the run was over. the lines didn't look that good but a loyal customer base and killing it. >> howard, they're killing it at a lower, slower rate than they were killing it and that's important here. you have profits. a tax, lower tax rate and people has not been anticipating here and i have to tell you something. talking about this company, we talk about green mountain and going to mention in a second, any number of companies out there, what i'm sort of getting heated about is watching a market where stocks like these rising 7% to 11% almost on a daily basis or falling 7% to 11% and from a market perspective, i look at it and i say, why would any individual want to be in a market moving so quickly? >> right. >> makes a parody of the market. >> fi
the thing about lulu is expectations were beaten down. think there's people betting against it at this point and from, you know, breaking down in that summer run and i think they caught people by surprise. >> howard? >> i personally felt, herb, hang on. you can't talk here. i personally felt that the run was over. the lines didn't look that good but a loyal customer base and killing it. >> howard, they're killing it at a lower, slower rate than they were killing it and that's...
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liz: i'm way too cheap for lulu lemon. nicole thank you very much. let's go back to scott bauer at the cme group looking in to what appears to be what kind of session on monday. >> you know, this is a recurring story here. guys back here, they don't want to be short. they don't want to be short this market. with the way the vix has come down yesterday and today, volatility and protection is so cheap now that these guys can stay long their future ifs they want -- futures if they want, buy some down side protection, but these guys don't want to be short. there's just -- like i said earlier, the momentum in this equity market, not only the gold but in the equity market it is still to the upside. there's so much pressure on the upside right now. especially the ecb is, you know, temporarily out of the way and everything -- all the other news with the exception of that jobs number this morning, which just got counterabouted by the fact -- counterabout act -- counteracted by the fact that thursday we may see something from the fed. nobody wants to go into t
liz: i'm way too cheap for lulu lemon. nicole thank you very much. let's go back to scott bauer at the cme group looking in to what appears to be what kind of session on monday. >> you know, this is a recurring story here. guys back here, they don't want to be short. they don't want to be short this market. with the way the vix has come down yesterday and today, volatility and protection is so cheap now that these guys can stay long their future ifs they want -- futures if they want, buy...
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Sep 6, 2012
09/12
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. >> pop for lulu lemon. >> lulu is on fire once again. up 30% since the first day of august.ould not be a buyer here. look at where the rally stalled. right at the gap from the last time they missed earnings. earnings are tomorrow. you had a nice rally. i think there's nothing wrong with walking away prior to that call. if you're long term, maybe you use any dip as a buying opportunity. >> pop for fedex up 2%. keith. >> straight down yesterday. right back up today. it's like playing jack in the box. this thing is what it is. it's been breaking down as growth has been slowing. the stock's come down from 93. until the fundamentals change. >> a drop for seagate. >> seagate hit a new 52-week high a little over a week ago. it's been coming down since then. got almost all the way down to the target, which is 30. made a dollar pop from there today. hope i get a chance it reload. >> a pop for first solar. up 7%. mike. >> this stock is the deaf fission for volatility. it's been back and forth for the last couple weeks. today they announced they got a 25 megawatt deal that's going to b
. >> pop for lulu lemon. >> lulu is on fire once again. up 30% since the first day of august.ould not be a buyer here. look at where the rally stalled. right at the gap from the last time they missed earnings. earnings are tomorrow. you had a nice rally. i think there's nothing wrong with walking away prior to that call. if you're long term, maybe you use any dip as a buying opportunity. >> pop for fedex up 2%. keith. >> straight down yesterday. right back up today. it's...
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goldfish pageants will be coming to the united states soon if the americans can fall in love with lulu i guess anything's possible . in the wake of mitt's forty seven percent comments pundits and politicians on both sides of the aisle are wondering just what the heck is wrong with this guy he's taken each side of every issue sometimes multiple times he seems to pander to whoever he's in a room with and even made change his skin color to appeal to a certain demographic of voters span seems to have no quare he seems hollow but many politicians and pundits are looking at mitt from what i think may be the wrong angle hear me out on this i want to suggest a theory that i believe explains everything about mitt romney about his campaign and how it does and doesn't work and what he sees for his presidency and it all centers on one very personal core belief that i believe mitt romney whole it's that comes out of the way he was raised and how the way he was raised interfaces with the religion that he was raised in mormons first let's rewind back to the eight hundred forty s. the founder of the m
goldfish pageants will be coming to the united states soon if the americans can fall in love with lulu i guess anything's possible . in the wake of mitt's forty seven percent comments pundits and politicians on both sides of the aisle are wondering just what the heck is wrong with this guy he's taken each side of every issue sometimes multiple times he seems to pander to whoever he's in a room with and even made change his skin color to appeal to a certain demographic of voters span seems to...
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world we haven't seen the forecast economic collapse much the way we didn't see that in brazil when lulu came in we were told that would happen or a whole bunch of other places with the icelandic decision etc it turns out that if you can bring your people with you in a difficult experiment whatever that experiment is if it has broad support it's inclusive and people can see a path forward to a better tomorrow they'll hang in there and if they don't and if you apportion suffering in a very top down manner they won't hang in there they'll be social unrest and the matter what you think the best economic policy is social unrest riots. doesn't work yeah absolutely max wolff brilliantly again thank you so much for being with us always my pleasure thank you great to see you again. in other screw news robots have taken over the united states' stock market and germany is now taking measures to prevent the same thing from happening there high frequency trading makes up as much as seventy per cent of all the activity on trading markets here in the united states those trades are made by computers by
world we haven't seen the forecast economic collapse much the way we didn't see that in brazil when lulu came in we were told that would happen or a whole bunch of other places with the icelandic decision etc it turns out that if you can bring your people with you in a difficult experiment whatever that experiment is if it has broad support it's inclusive and people can see a path forward to a better tomorrow they'll hang in there and if they don't and if you apportion suffering in a very top...
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Sep 8, 2012
09/12
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ginger is my 19th foster dog with lulu's rescue. >> adorable. >> we tried a few times to adopt her outous around new people, rightfully so. i got tired of people doing to her what they did to blue. she's not unloveable. we're lucky to have her. >> as we look at pictures, they are adorable. thank blue for coming in and being on his best behavior. >> thank you, randi. >> author kim kavin "little boy blue" in stores now. >>> we told you about the boy with down's syndrome who couldn't board a flight. do they have a case for discrimination? keep the comments coming and we'll share some of them in a moment. conversations help us learn and grow. at wells fargo, we believe you can never underestimate the power of a conversation. it's ts exchange of ideas that helps you move ahead with confidence. so when the conversation turns to your financial goals... turn to us. if you need anything else, let me know. [ female announcer ] wells fargo. together we'll go far. when you lost the thing you can't believe you lost.. wells fargo. when what you just bought, just broke. or when you have a little trou
ginger is my 19th foster dog with lulu's rescue. >> adorable. >> we tried a few times to adopt her outous around new people, rightfully so. i got tired of people doing to her what they did to blue. she's not unloveable. we're lucky to have her. >> as we look at pictures, they are adorable. thank blue for coming in and being on his best behavior. >> thank you, randi. >> author kim kavin "little boy blue" in stores now. >>> we told you about the...
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cheryl: lulu lemon reporting a strong quarter with stock up 60% but can it keep up that pace?n fox business. dennis: even with that number out this morning, i am surprised that dow is holding onto the five year high. cheryl: only get mr. bernanke and the meeting and the decision with all of that, will they in fact give the economy more stimulus. it will cause that to happen. i am more excited about the fact that they will be talking about blue ribbon.
cheryl: lulu lemon reporting a strong quarter with stock up 60% but can it keep up that pace?n fox business. dennis: even with that number out this morning, i am surprised that dow is holding onto the five year high. cheryl: only get mr. bernanke and the meeting and the decision with all of that, will they in fact give the economy more stimulus. it will cause that to happen. i am more excited about the fact that they will be talking about blue ribbon.
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Sep 3, 2012
09/12
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the skirt itself from lulu, $35. it does have that shortness in the front.ts. those are fleece lined from bare necessity. prethis look warm. >> a scarf from hat attack. keep that fall look coming. you want things textured and warm and feeling very fireside. it channels that equestrian vibe, which is huge for fall. >> i'll remember that. the layering makes it a richer look, so chic. >> thank you so much. i know you're hot in that outfit. that's for later. up next, the neon look. sharon got in on the fun with those neon pants. can't miss them. how do you keep them going in the fall. >> this is such a huge trend. sharon, come on out. this is what's hard to remember. you think it's the hardest one to pull off. pick the right color combination. you want to mitigate that summery brightness by pairing it with something that tones it down a little bit. that we did with a gray sweater, zips up, another scarf, knit. keep things very textured. you want to channel that fall vibe with things that feel warm and cozy. again, it's all about the ankle boot. hsn, the fall sho
the skirt itself from lulu, $35. it does have that shortness in the front.ts. those are fleece lined from bare necessity. prethis look warm. >> a scarf from hat attack. keep that fall look coming. you want things textured and warm and feeling very fireside. it channels that equestrian vibe, which is huge for fall. >> i'll remember that. the layering makes it a richer look, so chic. >> thank you so much. i know you're hot in that outfit. that's for later. up next, the neon...
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Sep 19, 2012
09/12
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WBAL
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lulu lemon. >> i like it.xler from j crew thinks that it is a well-run company. >> sam in connecticut. >> my question is on -- >> you need it to be at $120. dennis in utah? >> thank you, thank you, thank you. without your advice for apple and i got in listening to you at $100 a share. >> yes, we have been behind that one for certain. the one today, ross. >> it is part of a complex like dollar tree. everyone selling the value guys. i think you should pick up 100 shares tomorrow morn. >> let's go to burt in california. >> burt? >> yes, are you still bullish on haines? >> why not? i think they did a good job. stock is coming down. it is giving up a bit. valerie in pennsylvania. valerie. how are you? >> okay. i'm a new older investor encouraged by your knowledge. i'm calling about wells fargo. >> going over the last four years and it's stock has not done nearly as well as it should have. it has got 30% of america's mortgage i want you to go right here. let's go to shawn in new york. >> booyah jim. >> booyah shawn.
lulu lemon. >> i like it.xler from j crew thinks that it is a well-run company. >> sam in connecticut. >> my question is on -- >> you need it to be at $120. dennis in utah? >> thank you, thank you, thank you. without your advice for apple and i got in listening to you at $100 a share. >> yes, we have been behind that one for certain. the one today, ross. >> it is part of a complex like dollar tree. everyone selling the value guys. i think you should...
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Sep 18, 2012
09/12
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lulu lemon, and more straight ahead. actually, breaking news. mary? >> the conference call concluded it was about 20 minutes. the company's ceo, david vinier saying that schwartz brings strong experience and risk management. schwartz saying that he is excited about the opportunity and mr. vinier set the standards for cfo's. at this point the company's strong position he felt along with the fact that they have a good team it was time to make this kind of transition. it wasn't the kind of decision when asked when this was made. it never happens until the day it happens. mr. schwartz defending his own background questioning his own exexperience he says he does have plenty of that when it comes to handling the securities division when he was co head. saying that he was going to be relying heavily on the team to take over the job. he will assume the roles that he had at the firm. he oversaw technology and mr. schwartz has experience heading the committee looking at the new regulation. guys back to you. >> a quick question, what is the general take of analy
lulu lemon, and more straight ahead. actually, breaking news. mary? >> the conference call concluded it was about 20 minutes. the company's ceo, david vinier saying that schwartz brings strong experience and risk management. schwartz saying that he is excited about the opportunity and mr. vinier set the standards for cfo's. at this point the company's strong position he felt along with the fact that they have a good team it was time to make this kind of transition. it wasn't the kind of...
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Sep 28, 2012
09/12
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lulu lemon is very exciting. let's call it apparel. ebay is really a bank, as well as an exchange.aritable trust. apple is tech obviously and corner stone is tech. corner stone recommended dramatically lower and i want to take profits in corner stone right now. and yes, it is time for this portfolio low own bristol myers. they have a bank and they would have tech and then i would feel that -- by the way, i'm not signaling ebay and apple the same, the reason is because ebay is paypal. and paypal is more like visa and mastercard. let's go to patrick in connecticut. >> boo-yah, jim, thanks for taking my call. my top five holdings are intel, google, chipotle, gt advanced technologies, gtat, and gilead sciences. >> i'm going to say point blank, i'm going to give you why this is not a diversified portfolio. it's got too much high risk in terms of stocks. chipotle's is wild. only intel with a 4% yield is not spec. and gilead is a highly up and down crazy stock, that said, okay, you have an internet company, you've got a tech company, you've got a tech company that's very, very similar. ke
lulu lemon is very exciting. let's call it apparel. ebay is really a bank, as well as an exchange.aritable trust. apple is tech obviously and corner stone is tech. corner stone recommended dramatically lower and i want to take profits in corner stone right now. and yes, it is time for this portfolio low own bristol myers. they have a bank and they would have tech and then i would feel that -- by the way, i'm not signaling ebay and apple the same, the reason is because ebay is paypal. and paypal...
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Sep 17, 2012
09/12
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. >> they think lulu lemon will fall. >> i like what they are doing on the online side.had incredible growth there. when you look at the higher end nike has been doing well and underarmer. >> are there are a lot of shorts on this one? >> there are shorts. >> i mean shorts for sellers. >> it's cute. >> yoga pants? >> bike pants. >> i don't want to know. for more polls like us at facebook.com/fastmoney. >>> time for pops and drops. we start with drop of cliffs natural. >> a great bounce off of a horrible six months. jp morgan downgraded the stock. >> netflix was a drop today. >> it has had a couple of tough days and a couple of tough weeks. initiated with the sell in a $50 target. i like the name as it starts getting into the lower 50s. the fact that they have moved themselves more towards the media side with television where their biggest gains are and less of an impact. >> drop for ak steel. >> environment with china and the concerns about the eurozone you have to wait on a lot of these names. can you play it for day trading? of course. i would rather wait for season ali
. >> they think lulu lemon will fall. >> i like what they are doing on the online side.had incredible growth there. when you look at the higher end nike has been doing well and underarmer. >> are there are a lot of shorts on this one? >> there are shorts. >> i mean shorts for sellers. >> it's cute. >> yoga pants? >> bike pants. >> i don't want to know. for more polls like us at facebook.com/fastmoney. >>> time for pops and drops. we...
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Sep 10, 2012
09/12
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. >> handful of price target increases for lulu lemon. the stock having a big run the past month.%. j.b.? >> this is the stock that drives the valuation guys absolutely crazy. here's a company that actually missed earnings but then raised guidance. they just really can't keep up with what this company's talking about in terms of expansion. still a very small store base. less than 200 stores. the bulls should want to see this consolidate, though. absolutely absurd since they reported the quarter. all-time highs at 81 in sight. if you're long the stock you don't want this to continue. you want it to take a breather. >> intel cut its outlook last week. stock on the wall down more than 3% today. what's fwoing on. >> i was discussing this with an analyst. let's call him paul simply because his name is paul. there's a secular shift -- >> what's his last name? not to out the guy. >> paul paul. >> there's a secular shift we've seen from all the numbers away from pcs into tablets, into mobile. i'd rather be playing this angle with qualcomm or broadcom versus intel. >> to me it's the same i
. >> handful of price target increases for lulu lemon. the stock having a big run the past month.%. j.b.? >> this is the stock that drives the valuation guys absolutely crazy. here's a company that actually missed earnings but then raised guidance. they just really can't keep up with what this company's talking about in terms of expansion. still a very small store base. less than 200 stores. the bulls should want to see this consolidate, though. absolutely absurd since they reported...
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solution, but we also have to help the ones who are already here, and ginger is my 19th foster dog with lulu'srote the book. >> she is adorable. >> we tried to adopt her out and she's like blue was, nervous around people, and probably rightfully so, and i got tired of people doing to her what they did to her. she's not unadoptable, she's wonderful. she loves us and we love her. we're a happy family. >> i think the two of them are certainly lucky to have you, as we looked at all the pictures of them. they are adorable, and please, thank blue for coming in and being on his best behavior. >> thank you, randi. >> author kim kavin. once again, kim's book is "little boy blue," and it's in stores right now. what a cute puppy. >>> school may get out early for hundreds of thousands of school children in chicago. we'll tell you why the teachers are threatening to strike. >>> plus, a 12-year-old girl found this class ring at the bottom of a lake, and here's the shocker, she had just met the woman who lost that same ring back in 1986. [ male announcer ] you are a business pro. monarch of marketing analysi
solution, but we also have to help the ones who are already here, and ginger is my 19th foster dog with lulu'srote the book. >> she is adorable. >> we tried to adopt her out and she's like blue was, nervous around people, and probably rightfully so, and i got tired of people doing to her what they did to her. she's not unadoptable, she's wonderful. she loves us and we love her. we're a happy family. >> i think the two of them are certainly lucky to have you, as we looked at...
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Sep 11, 2012
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you look at lulu lemon. they have taken off here in the last couple of weeks. i think that's one name you could look at as a short here. i think the stock extended itself. no, this is a company like kors can work in the face of burberry not working. i think this is company specific. do your home work and can you find winners. >> if you're a stock picker then in the luxury environment, what do you pick? >> well, i sent you this morning, judge, take a look at how visa opened this morning at $128.80. then take a look at where it ran to now, almost $3 above that. visa has been where people have gone to guys point, you're spot on, guy. that is where, you know, the transactions, you know, the people spending on credit, vesv got a big boost. i wouldn't say people have stopped spending. they may have cut back during that period at burberry. i think rl and coach are going to do fine. >> okay. that's write want to go next. i have no buyers to day on the pull back in the tiffany in, a coach? in rl? >> not for me. >> if you look at rl here, it is setting up where the stock
you look at lulu lemon. they have taken off here in the last couple of weeks. i think that's one name you could look at as a short here. i think the stock extended itself. no, this is a company like kors can work in the face of burberry not working. i think this is company specific. do your home work and can you find winners. >> if you're a stock picker then in the luxury environment, what do you pick? >> well, i sent you this morning, judge, take a look at how visa opened this...
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Sep 26, 2012
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we've seen lulu, as you just mentioned, which the consumer wants. yoga classes in the stores, which brings you in. we have michael kors. the accessories business is doing extremely well. there are certainly retailers out there that are doing it right and have the right product and therefore the consumers will come in. >> we have to end it there, but i just want to ask you, as michael kors is selling so much of his own stock, is that a significa signal that now is a good time to sell it too? >> michael kors' business, they just announced that earnings will be better than expected. their comps are incredible. so it's hard to say that the business is slowing down. yes, there's some insider selling. but the business is on fire. >> okay. guys, great conversation. thank you for joining us. >>> another market flash here. this time within the electronic manufacturing space. that is kind of ugly, courtney. >> it sure is, carl. jabil circuits down about 9%. modest revenue growth. but what really is the problem is the weak current quarter forecast. they're wor
we've seen lulu, as you just mentioned, which the consumer wants. yoga classes in the stores, which brings you in. we have michael kors. the accessories business is doing extremely well. there are certainly retailers out there that are doing it right and have the right product and therefore the consumers will come in. >> we have to end it there, but i just want to ask you, as michael kors is selling so much of his own stock, is that a significa signal that now is a good time to sell it...
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Sep 11, 2012
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. >> lulu. >> i did lulu because of the 15% gain. urban is on fire, they have returned to their roots of when a couple of kids from university of pennsylvania in 1973 discovered a way to be able to -- what do you think this is like the moe green speech? >> i thought '73 was a good year. the world series, i was having a flashback to '73, that's all. >> well, listen to me. >> i was 9 years old. "happy days." >> saint was forced out, went to david urban, urban outfitters brings in the founder. their stores are completely revamped and their price points are great, and burberry is expensive, $500 for a not great raincoat, it's not what i'm going to pay. >> brings to mind cutting coach to a whole. it's gotten awfully close to their price target of about $63. we're hard-pressed to pay 15 times next year's earnings, at least -- clarity around pricing and cotton and so forth. >> to mix metaphors here, have returned to where they were when they disappointed. my charitable trust owns coach, wasn't able to get a lot. i hope it goes down on this.
. >> lulu. >> i did lulu because of the 15% gain. urban is on fire, they have returned to their roots of when a couple of kids from university of pennsylvania in 1973 discovered a way to be able to -- what do you think this is like the moe green speech? >> i thought '73 was a good year. the world series, i was having a flashback to '73, that's all. >> well, listen to me. >> i was 9 years old. "happy days." >> saint was forced out, went to david...
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Sep 12, 2012
09/12
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i think there is lulu, netflix, apple tv, but they are not really getting going. >> our focus is really% of the mass market of americans today who have not yet crossed the digital five. that is who we are and that. >> i do not see disney on this list. >> we have not announced disney yet. our goal is to have all the content that consumers want. stay tuned for more. >> wait for the announcement. john, it is great to see you. john batter. coming up in the next hour, a fox business exclusive with the founder of pandora which is now a billion plus publicly traded company. they have huge market share. more than 70%. apple may be getting into the internet radio business and with their battle power could this be a real problem for them? we are talking with tim westergren in the next hour. also the ceo of intel on their major announcement on chips and what are they doing to really get into the smart phone market. how is the altar book business going? we will see where he stands on that. back to you guys. dennis: thank you very much. that pandora god may be a dead man walking. cheryl: this is the
i think there is lulu, netflix, apple tv, but they are not really getting going. >> our focus is really% of the mass market of americans today who have not yet crossed the digital five. that is who we are and that. >> i do not see disney on this list. >> we have not announced disney yet. our goal is to have all the content that consumers want. stay tuned for more. >> wait for the announcement. john, it is great to see you. john batter. coming up in the next hour, a fox...
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Sep 28, 2012
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double digit numbers well into the teens and i think nike is competing as well as under arm our or lulutegory in the u.s. no question. >> yeah. in terms of china, michael, i wonder if you think there is hope there because future orders were down so significantly. what can nike do if anything or is it simply a macro story we have to sit back and wait for the china economy to do better? >> that is part of it. you can't let them off the hook on that. i think they are being very aggressive. i was in china last week and it was a lot of the local brands and retailers there. we did get a sense that china wouldn't be quite as bad as it was on the report last night from some of the bigger retailers there. but we definitely heard from the athletic market that there still is a lot of inventory cleaning going on and so it's kind of a wait and see there. i don't want to say, you know, it's, you know, hard to bet against china. they're still going to grow that place. there is a lot of room for nike to grow their grand there but they have work to do in the near term. >> what was your big, give me a se
double digit numbers well into the teens and i think nike is competing as well as under arm our or lulutegory in the u.s. no question. >> yeah. in terms of china, michael, i wonder if you think there is hope there because future orders were down so significantly. what can nike do if anything or is it simply a macro story we have to sit back and wait for the china economy to do better? >> that is part of it. you can't let them off the hook on that. i think they are being very...
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Sep 21, 2012
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pick city of the day just happens to be han lulu, hawaii. book him, dana.'re expecting to see lots of heat, texas into oklahoma for our young friend. 80s and 90s all the way up into the pacific northwest. 60s and 70s here in the east. look for wet weather through the ohio river valley. still, some pesky showers and thunderstorms down through southern florida. miami again getting dumped on. shat's what's going on around >> it looks like it will be another nice day as we close down the work week. it should be warmer than the past couple of days as well. we will make it up to 78 this and that's your late est weather. savannah. >> thanks, al. coming up next, the friday whiff on the hottest trends in movies and entertainment. all you need to get ready for the weekend right after this. ♪ well, he's not very handsome ♪ to look at [ sighs ] ♪ oh, he's shaggy ♪ and he eats like a hog [ male announcer ] the volkswagen jetta. available with advanced keyless technology. control everything from your pocket, purse, or wherever. that's the power of german engineering. ♪ t
pick city of the day just happens to be han lulu, hawaii. book him, dana.'re expecting to see lots of heat, texas into oklahoma for our young friend. 80s and 90s all the way up into the pacific northwest. 60s and 70s here in the east. look for wet weather through the ohio river valley. still, some pesky showers and thunderstorms down through southern florida. miami again getting dumped on. shat's what's going on around >> it looks like it will be another nice day as we close down the work...
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Sep 27, 2012
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there's no underwear with lulu, right?or lululemons. >> you don't wear them with the rubbing shorts. >> no, not if you have a liner. >> it's built in. >> christine, quick, you guys have spent a lot of money, time and attention on the in-store experience, but how do you think about the e-commerce experience right now? it doesn't seem like you're spending a lot of must be on advertising online right now on that issue. >> we spend about 0.0000, which having the phenomenal 90% growth that we have on e-commerce, i think speaks for itself and it's driven by product. it's driven by a relationship in the stores and the guests really seeking us out, and so it's all organic growth. >> is that something that changes over time? >> i think you never say never. i think what we always look for is a real true authentic connection with the guests and that we've really earned it rather than that we've bought it, and that's been our philosophy all along, and the guest have resonated with that because they're always in choice about choosing o
there's no underwear with lulu, right?or lululemons. >> you don't wear them with the rubbing shorts. >> no, not if you have a liner. >> it's built in. >> christine, quick, you guys have spent a lot of money, time and attention on the in-store experience, but how do you think about the e-commerce experience right now? it doesn't seem like you're spending a lot of must be on advertising online right now on that issue. >> we spend about 0.0000, which having the...
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Sep 3, 2012
09/12
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the skirt itself from lulu, $35. it does have that shortness in the front.n pants. can't miss them. how do you keep them going in the fall. >> this is such a huge trend. sharon, come on out. this is what's hard to remember. you think it's the hardest one to pull off. pick the right color combination. you want to mitigate that summery brightness by pairing it with something that tones it down a little bit. that we did with a gray sweater, zips up, another scarf, knit. keep things very textured. you want to channel that fall vibe with things that feel warm and cozy. again, it's all about the ankle boot. hsn, the fall shoe of the season. everything under $100. she looks fantastic. keep that neon to one piece and it will keep you all the way through to the end of the year. >> come out. impressive before and after. cozy, even though i'm not ready for chilly weather, i'm ready to steal ideas. >> thank you, ladies. up next big daddy spices up today's last barbecue of the summer right after this. hi. we're spreading the word about new honey bunches of oats fruit ble
the skirt itself from lulu, $35. it does have that shortness in the front.n pants. can't miss them. how do you keep them going in the fall. >> this is such a huge trend. sharon, come on out. this is what's hard to remember. you think it's the hardest one to pull off. pick the right color combination. you want to mitigate that summery brightness by pairing it with something that tones it down a little bit. that we did with a gray sweater, zips up, another scarf, knit. keep things very...