what do you think about paris, lulu? (lulu colville-andersen) it's a nice city, and there are too many cars. (felix colville-andersen) i think it's funny how grandpa only honks the horn maybe five times a year, whereas the taxi drivers maybe do it 100 times in one drive. (mikael colville-andersen) paris is a storied city. more than most others in the world. it's a city that's synonymous with inspiring change. fighting for it, demanding it, forcing it. this is a birthplace of revolutions, and right now, a new revolution is underway... an urban revolution. i brought my kids here to embed ourselves, right here in the heart of this rebel metropolis. (mikael colville-andersen) france's mythical capital has been immortalized in countless novels and films. alphaville. jules et jim. les amants du pont-neuf. belle de jour. paris is a city that allows you to dream, think and feel... while drinking wine. but beyond the glittering lights of the eiffel tower is a hidden paris, one of struggle and hard work, one of solidarity and inve

i find that very interesting i think lulu has got a lot more room to the up side. it's a name i've been in for a long time. i have absolutely no thoughts at all of getting rid of this stock. >> that's exactly where i was going to go with this, pete. forward pe on lulu is 55, nike is 37, 38, guy under armour is about 35 both again higher in the after hours session on the back of lulu's quarter which one do you like the best >> you didn't do it. you're giving me would you rather rather and for me it's pretty easy. i think under armour is getting dragged up just on the back of this respectfully. it's lululemon it continues to be that's not a knock on nike you look at this quarter karen hit the nail on the head when you see that type of operating margins given the expectations for it, it's a company running so much better you look at the sales growth and then look at the underlying inventory build, it suggests they're going to continue to do exactly the same good for them. kudos to those analysts that raised their price targets i think that 4:75, i think that's what co

my 14-year-old has more lulu than i do and all of her friends have it.nd that's a big theme. the men's business and they expect to double this business over the coming years, they have a huge international presence and they're increasing that presence so i would say it's a great story, but perhaps maybe we get a better buying opportunity if, in fact, they have the same supply chain issues that nike had and talked about yesterday it's not cheap, 58 times forward estimates, that's my only beef with this thing i think everything else is humming along. i owned it in the past, i don't own it now i'm hoping we get a look at the supply chain disruptions and maybe get a break in the name and get a buying opportunity >> look what nike said, they're not going to have normalization until maybe the middle of next year because of all those dislocations this is a real deal. nike shares down by the way, david katz i want to go back to you and then i want someone to comment on some of these names that you liked qualcomm, going back to semiconductors, david. i feel like

look, obviously lulu was great, so then i said, oh, my god, i got to start gamestop.'m at one edge of the gw bridge, and i was finished by the other side of gw because there was nothing said they talked about about expanding capacity adding more fulfillment. david, i've been thinking and thinking and thinking, ryan cohen, he made -- for selling dog food at chewy, right >> chewy, yes. >> what do you think about this for gamestop cat food. >> i like it wa i see real synergy there >> it's obvious to me. >> right >> it's obvious, yeah. maybe cat litter. >> maybe cat games, games for cats. >> why not >> why not >> now, look -- i said that literally because i want people to attack me, i obviously am a masochist, but you've got to at some point or another say who you are or else it's difficult to keep the balls in the air. >> volume, daily volume is nowhere near where it was in january, february, march, and that's been the case since mid-june. >> i know. this is -- might be one where there is no exit existential or french novel, i don't know if you've put that in your repert

it probably remains >>> coming up i sshares of airbb climbing plus, options trader stretching into lulu lemon ahead of earnings tomorrow, but is this name in ed onef warm-up? more on that when "fast money" returns. before we talk about tax-smart investing, what's new? -well, audrey's expecting... -twins! grandparents! we want to put money aside for them, so...change in plans. alright, let's see what we can adjust. ♪♪ we'd be closer to the twins. change in plans. okay. mom, are you painting again? you could sell these. lemme guess, change in plans? at fidelity, a change in plans is always part of the plan. what happens when we welcome change? we can make emergency medicine lepossible at 40,000 feet.ns? instead of burning our past for power, we can harness the energy of the tiny electron. we can create new ways to connect. rethinking how we communicate to be more inclusive than ever. with app, cloud and anywhere workspace solutions, vmware helps companies navigate change. faster. vmware. welcome change. i'm 53, but in my mind i'm still 35. that's why i take oste bi-flex to keep me moving

gamestop and lulu lemon. dr. j, i come back to you.ad first. >> all right, scott. there's not huge volume today into the earnings tonight. but they are pricing in about a 13% move, which is a big move, of course. that's the combination of the calls and puts at the money. you divide that by the strike price, you get a 13% move. this volatility, though, is much lower, about 30%, 25% or 30%, lower than it was for the june period, scott. so, just like disney a bit ago, have they mispriced? have they not put enough onto the possibility of a bigger move we'll see tonight. that's why i'm willing to hold these calls, scott >> all right joe, lulu for you. what do you think ahead of the print? >> well, i think it's certainly not going to be a quarter like we witnessed in june when you had a beat raising in the stock in june, july and august over 20% toward $4.17, which was the all-time high. a little bit more complicated this time around we've got to understand how the inventory is being managed 30% of its inventory is produced in vietnam there

number one spot actually goes, well coin base, gamestop, lulu, apple were within that top the 10-yearne 10-year note was coin base, gamestop and lulu on the heel of earnings results there the rest of that list is on my twitter feed at the domino >> we are going to have the lulu lemon ceo joining us at 8:45 >> are both joe and andrew wearing the pants? >> what day is it today? does it waend a y? then yes the 10-year note, that's what people are watching. do you remember when green span said about watching the 10-year ticker >> i remember that >> that 1.3% catches your attention. >> up 15 basis points. >> it is there >> percentage wise like anything else >> exactly >> dom, great to see you we'll check with you later >>wh w> ene come back, the head of the transportation security association will join us live. stay tuned you are watching "squawk box." this is cnbc are we still exclusive? absolutely. and that's exactly why you should join. another day, another chance. are we still exclusive? absolutely. make the most of it with the network that can deliver gig spds to the most businesses.

i would add nike and lulu to that. they're great stocks. i'm not afraid of stocks. be constructive here and take a little money off the table. charles: some of the big winners today, though, erin, in this session, gap stores, tapestry, on the other end, ulta, lulu, these names keep moving higher. does this get back to the original point people will keep spending until they are completely tapped out and if so maybe we watch the stocks higher? >> i think people will continue to spend but however those are the people that are receiving stimulus checks that don't have an end in sight, right? those of us who continued to work and really supported the foundation of this economy, we're starting to see the inflation. we have all felt it in our own wallets. we feel it at the grocery store. we feel it at the gas pump. we feel it buying home furnishing from hr or anywhere else. i think you will see a pullback from the consumer that said, the other half how we're spending money on housing. i think the housing crisis will continue to hold stable because we have sunk so much ener

every high school and college kid wanted to go back to lulu lemon, yes the boys too to get lulu lemon the shares there. restoration hardware and love sack, rh surging 8% right now after raising its full year forecast driven by increased at-home demand. and throwing the wet blankets on any doubts over the home improvement movement's ability to survive, love sack is about to close out its best day of percentage gains since april of last year, after posting a surprise second quarter profit. love sack ceo also saying the third quarter is off to a, quote, strong start. the love for love sack in full effect. shares right now up 22.8%. we should check in on meat companies. right now they are on the move after the white house blasted them for, quote, pandemic profiteering theying say jacked up -- saying they jacked up beef, chicken, pork costs. -- saying they jacked up beef chicken and pork costs. meat producers don't agree with that. jeff flock has more. what are they saying? >> those are new york strip steaks. that's a tenderloin there. that's a prime rib. prices have never been higher. thi

they are wearing lulu.ll. certainly direct to -- all right. we'll leave the conversation there. dana telsy, thanks for being with us. >> thank you >>> upnext -- mike santoli wil have a deep dive on inveorst exposure to equities we'll be right back. ♪ i wonder how the firm's doing without its fearless leader. you sure you want to leave that all behind? yeah. stay restless with the rx crafted by lexus. experience amazing at your lexus dealer. >>> welcome back time for a cnbc news update with shepard smith. >> from the news on cnbc, here's what's happening the secretary of state tony blinken says the taliban is blocking charter flights from taking off, planes filled with people who are trying to leave afghanistan but because of the taliban, they can't. he says the united states is limited in what it can do without any personnel on the ground and that the state department is doing everything it possibly can to get those jets in the air. >>> a new extreme weather warning for the northeast just one week after the

and the model may be interested, he said, hey, will you tell them when you get more for adam kelly lulu, i'm home or you know where the fucking chuck away from last and as you know, what nice little know. and because in the, in the, in the ship it in the kitchen, when is it from what i can call you? i had to be to the edge of you, i can be a 3 what he said, come she used to medical how she somebody even when you did about you know, it was the other thing sending me to read that i had a fish and we'll leave a little school with completion that certainly can add on to to yes, let me let down here. no sir. you had it is anything wrong from your home, linda? i don't really get over the picture, but if you could just you know, medical to control. yes. what can i do for my heddy? could you tell me what i love? steady or flashing since suddenly the nick door moved. subsector didn't live in oh, the market price for meet your rights in the capital of europe is needless to say, far higher than in the atlas mountains in morocco. ah, in paris alone, county own runs a shop selling fossils, minerals,

growth would turn off it turns out they're trailing back to the office in their lulu clothes.queeze. i don't think it's over. when we look at companies, particularly companies in tech and retail, the retail is not how they were doing versus last year it's how they were doing versus 2019. i like to say there's always a bull market somewhere. i promise to try to find it for you right here on "mad money." i'm jim cramer "the news with shepard smith" starts now >>> president biden swaps the carrot for the stick i'm shepard smith. this is "the news" on cnbc. >>> this is a pandemic of the unvaccinated >> get the shot or else. the president's new covid crackdown on federal workers and the new mandates for private companies. >> we're going to protect vaccinated workers from unvaccinated co workers. >> plus the plan that could impact schools nationwide. >>> polling the unvaccinated how dug in are they? what are they open t

the near the under model may be interested to hear what you tell them when you get more for ad kelly lulu them home or get the fuck. i'm just going last and as you know, what nash little? no. because in the, in the, in the ship it in the kitchen. when is it from what i can call you? i had to be at the edge of you. i can be a 3 what he said she used to medical how she somebody even when you did about you know, it was the other thing you know, sending me to read that i have a fish and we'll do a little school with that. certainly yes. your home, let me there. sure. head out here now. to her. yeah. had in his head and he's run through her melinda. i don't think it ever had to pick about, you know, medical to control. yes. what can i do for maddie? good school. to look into his meeting, but it was not steady. christopher, she saw him suddenly, but the next door and such like you didn't learn and i've been oh, the market price for meets your rights in the capital of europe is needless to say, far higher than in the atlas mountains in morocco. ah, in paris alone, county own runs a shop selling

lulu i'm home or you know where the fucking chuckle, we are laughing at you know, what? nice little know axes in the in the ship it me kick and when is it from what i can call you? i had to be to the edge. i can help you. i can be a 3 medical call. she used to medical how she somebody even like you did about you know, it was the same sending me to it, but i had a fish. we'll leave a little school with that. certainly. yes. your home? sure. head out here? no, sir you had it is. had it is run through your home. linda. i don't really get over, i think, but if you could just, you know, move to cause we can do the work you should do. you have to form a heady, critical a capital offense to look into his meeting. but do you mean what i love steady, christopher, she said suddenly, the next door subsector dinner up in o. b, market price for meet your rights in the capital of europe is needless to say, far higher than in the atlas mountains and morocco i ah, in paris alone, county own runs a shop selling fossils, minerals, and meet your he travel of the world, searching for and bu

i thought, didn't they have a, peloton, a lulu collaboration on some of their active wear?was the case sometime ago it's not a crazy product extension. so i get it. but that's, that's a nice pop. i don't know maybe it's delta variant and more people staying home i don't know >> tim, you going to be first in line for some bike shorts? >> look, first of all, no, i don't think anyone should be seen in bike shorts, i'll put it that way, but speaking of the bike, i know guy's a big emma lovewell fan and probably wants to wear whatever she has so i think this is genius. they're creating, they've created personalities. there's a cult following there is a sense that they are tastemakers and defining culture. so i, why wouldn't they get into this space i think they've got an engaged audience i think a lot of these instructors have changed people's live and they certainly want to look like them i think it's great i hate the valuation on the stock. the pull forward is certainly something we've seen i believe what i'm hearing with the other panelists here that this isn't enough to chan

lulu? i'm home or you know where the fuck, i'm just going last and as you know, what nice little know exercise in the, in the, in the ship it in the kitchen. when is it from what i can call you? i had to be at the edge of you, i can be a 3 what he said, come to me. it's a medical house, you know, somebody like you did about you know, it was the other thing you know, sending me to read that i will be leaving school with the notary completion. that certainly can add on to a yes. let me let down here. no, sir, you had in his head. anything wrong? so you have melinda, i don't think it ever had picked. but if you could just you know, medical to control. yes, i will get it right. yeah. for my heddy, could you tell me what i love? steady, christopher, she said suddenly, next door move in such like you didn't live in oh, the market price for meet your rights in the capital of europe is needless to say, far higher than in the atlas mountains in morocco. ah, in paris alone, county own runs a shop sel

just as he said, hey, will you tell him when you get any more for kelly lulu at home or you know what the fuck i'm just going to as you know what nash little? no. because in the, in the, in the ship it kick and when is it for money? she can cough he had to be at the edge idea. come off. you can be a 3 medical what she used to medical how she somebody even when you did about, you know, it was sending me to read that i had a fish and we'll just leave a little school with that sort of a yes, your home little sure. head out here now to her. yeah. had in his head and he's run through molina. i don't really get over, i think, but if you want to control yesterday, i will get you today. yeah, i'll head for maddie. good news is to meet him, but do you mean what i love steady, christopher, she said suddenly, the next door move the subject of in oh, the market price for meet your rights in the capital of europe is needless to say, far higher than in the atlas mountains and morocco i ah, in paris alone county runs a shop selling fossils, minerals, and meet your eye. he travelled the world, search

read it a little bit i use if again do you can it will look in hor, hub the fee can be cur. sophia lulu, thoughts of warning against the medical fees, whereby they can someone who fucked it all on a corner, been caught on wooden feet most and lloyd the least especially put off one where shortly the f and it's hot and mostly indicated many of the commerce air was, was, was o'neill, menus begins the wallet and i, i use this with the fact that i'm the 7 by the 100 bond. it can about the 100 and shopping, the boys call him clear to landa somebody distant the least. the history of this in the multi year, my thought a subtle, she said it as they filled the things, are you looking for them in her for the program? was i'm a law nation, you go month, look, i didn't use this entire took his yes he jose me more than one d. and it's about that. abilene late was that he goes up, has 3 of december senate for had been on the bus thought base and i will do walkthroughs. i can ship for them when i'm in brussels, the the the me, me yeah. it was not the rule. can you hear me the piano and i am not too muc

it's ex lulu funding how tillman, media and physicians are constantly talking about a t interfere. it's a german elections. the problem is that they cannot explain how we need to approve their claims by quoting german special services. we'll say that way, it's a feeling by doing live streams on youtube from undergo on a protein. and these are just live streams and real time events, probably the funniest, glean, was from the discriminatory. they say that we are interfering by mocking the claims between interfering accusations or imagining the con story as all the time. it's only not troll, i'll troll and trouble brewing. it's always good to have a good man ready to take the hit and the kremlin such a tried and tested one such a farms favorite. now, it would be wrong to break with tradition, wouldn't it now meddling claims aside? there are plenty of positives in germany's relationship with russia, not least a strong report between anglo merkel and russia left him in person. they've been through a lot together over the past decade and a half. and here's some of the highlights, the con

in bengal, lulu for santa sallie graham is project coordinator, equitable access to essential health technologies in the context of coven 19 project. and from oxford were joined by alberto job lini, who is a senior research fellow of oxford, you hero center for practical ethics. and he's the author of the ethics of vaccination. welcome to the program. all of you, i'll better, let's start with you. is amnesty, right? all the big 6 vaccine manufacturers feeling an unprecedented human rights crisis. they failing to respect human rights. well, i will reframe the question likely, because i think that haven't restaurant, he's who arguably geisha to fulfill the human rights. now, pharmaceutical companies, of course, youngest argument would be a darren or they're not charges, so they make profit. and actually the market forces behind div use exactly what drove the craig in developing the work seen. so these companies develop very quickly because there was an economic incentive to, to doing that. and you might be good to keep that aspect. for example, because when the next pandemic strikes, w

why do you love lulu lemon >> everybody is worried about this draw down happening it is just noise buts a break outstock any stock that holds, it is a indicate good of a lot of of buyers out there >> a company called pay com. it is a stock. it has been a good stock what is it about pay com that you like >> what i like is the technicals it is breaking out as a 52-week high it has a lot of interesting products like the hr space, the computer tech space. breaking out to new highs. i love powerful stocks that hold out great in a bad day they are holding up well they should move higher into the last two quarters of the year. there are a lot of sectors too that is looking good the fear is overblown. you mention intel. again one of these is one of those young, sexy names. >> i love making money, catching trades at either a sector or a stock turn they've sold off at a high level. intel held up too. i think they can tell that stock is doing well. >> talking about driving if any viewers have flown recently you know tickets are tight, planes are packed. prices are expensive i'm assumings that's o

they were happy to see lulu behind bars and corruption charges, but after seeing both so now to threaten the supreme court during the september 7th independence day celebration. they've changed their minds than the southern was deity supposed by the president and his followers to be at the beginning of the movement to stage a coup. and to close the supreme court or at least house some of the justices from this group, what it backfired. he was far more isolated and weakened after the events, especially the, the rally in some ball. and he had to, to make a strategic retreat. brazilians are unsatisfied with rising inflation and poverty rate as well as the handling the corona virus pandemic. so it's almost 600000 dead. brazilian had the 2nd largest coven 19 death toll. after the united states, monica, and i guess i'll just 0. gordon tina's right wing opposition has delta blow to the ruling pet owners party and the congressional primary vote. rising inflation and poverty have damaged public support for the government. teresa both reports from one a status. i me a vote against the government o

they were happy to see lulu behind bars and corruption charges, but after seeing both so now to threaten the supreme court during the september 7th independence day celebration. they've changed their minds than the 7th was deity supposed by the president and his followers to be at the beginning of the movement to stage a coup. and to close the import or at least house some of the justices from this group, what it backfired. he was far more isolated and weakened after the events, especially the, the rally in football. and he had to, to make a strategic retreat to prevent, to being bitten from by congress in. and i think that now he is basically waiting for a new moment to invest against these solutions again. and that's why the movement probably beach meant is growing. and i don't think it will receive brazilians are satisfied with rising inflation in poverty rates as well as the handling the corona virus pandemic. so it's almost 600000 dead brazilian has the 2nd largest cobra, 900 death toll. after the united states, monica, and i guess i'll just era and containers, main opposition party

many years will end the chapter of avi mile, which month for us to new york by saturday stay sodium lulu sugar land joined the shining path. when he was 12 at 14, he was captured in the battlefield. he turned his life around and now works as a professor, he says, goose month's death is not the most important issue and believes the country is still in the face of posttraumatic stress from the armed conflict a lot, right? you know, and we carry off suffering inside the trauma of the horror. we live through those wounds, don't just heal. we need to talk frankly, sincerely and acknowledge and recognize victim. i know the truth and reconciliation commission says guzman is responsible for most of the killing. thousands of her died in the hands of the army and police authority say the location of his ashes will remain a secret, as thousands of peruvians continue to cope with a painful part madana center. so just see that lima beatles ah, it's good to have with us. hello adrian. so they get here in the headlines and i was 0. the us military has admitted a drone strike and i'm going to storms cap

the you, lulu, don, jim nash with sports. now me a thought advances around 3 of us. i've been tennis off to her opponent withdrawals and a huge be to, to ask a cricket with a ton about approving a historic test, much against australia, and they to the ship me out 20 years of war over but sacrifices not forgotten. who taught us? defense chiefs, the spoken about the countries long conflict in afghanistan, it ended in what was at times chaos scenes on monday, after trillions of dollars spent and devastating civilian casualties. now with a thought, bon bank in control, the u. s. chairman of the joint chiefs of staff and the defense secretary vowing to watch what happens under the groups rule. we don't know what the future the taliban is, but i can tell you from personal experience at this as a ruthless group from the past and whether or not they change remains to be seen. and as far as our dealings with them at that our field or in the past year or so in war, you do what you must in order to reduce risk emission and force not what you necessarily want to do with those wh

would be more of that overly tight stuff, which i also am not into i do like the bike, though >> look, luluhowing that they have room to go, and they maintain their premium brand and can get the pricing. i once looked at the density of physical stores in canada versus the u.s. by that measure, they could double u.s. stores to match the density they have in canada. nobody says they're going to do that, but think seem like they would have the ability >> i mean, they have two stores off upper west side, and i think they do very well. >>> affirm is the big name after the bell today kate >> annualists are looking for a lot of on revenue of $220 million. those losses are expected to continue into 2022 the one big thing to be watching, is any additional news on the partnership that affirm and amazon announced about two weeks ago. i buy now/pay later is available now to certain customers, with broader roll-out in the months to come. split purchases into smaller monthly payments it did send affirm shares pouring. paypal announced just yesterday the acquisition, and last month square said it would bu

local businesses around there, being replaced with lulu lemon, shake shack. >> everybody had sort ofcertain status. there is this area in columbus sprucing up and away and that includes competing in attracting this, homogenizing city at the same time. >> don't get me wrong, local residents agree that usc village, the commercial area around yale, itre could have usd some sprucing up. some kind of validation, but that shouldn't have to mean local businesses. it shouldn't have to mean commercial homogenization. they're a number of options in between it and we are using either or in the discussion. >> that is true. >> i was going to ask you to talk about this. and even more so with detroit, even as they act as a large development. not includes a sort of narrative in terms of engagement with a office and so i'm really curious willing to talk about what it's like you write about a little little bit of the arc of the characters involved, at least describing it in these terms. >> sure, thank you. and there's a chapter in the book about this, one of the elite liberal arts colleges is one of t

the shops at yale is another example of that so local businesses around yale are being replaced with lululemon and shake shack. >> everybody of a certain status. my wife used to teach at ohio state and there was this area that's was in the campus area filled with dive bars and sort of old man bars and the university and the city got together and spruced it up in a way that starts to look like any mall.the same retail, the same restaurant. just to attract the same types of students. it homogenized as the city. >> don't get me wrong, overall residents agreed that usc village, the commercial area around yale could have used sprucing up. could have used some revitalization but that 't shouldn't have to meet local t businesses. it shouldn't have to mean commercial homogenization. there are a number of options in between those two polarities . and we are using more in this discussion. >> since it's the end of our time together i want to talk about the work you do in the city and some of the, i want to let our audience know we'regetting to some of that optimal stakes . so here i ask you to talk

so those are being replaced with lulu london and shake shack. >> 's everybody with a certain status quick >> there was an area and columbus filled with dive bars and old man bars so it starts to look like any mall. and to attract the same types of students which homogenize is the cities at the same time. >> don't get me wrong local residents agreed that usc village the area around yale that have used spruce in cap or a revitalization but that shouldn't haveav to mean local business displacement it shouldn't have to mean commercial homogenization. there's a number of options between those. we are left with either or in these discussions. >> at the end of our time together want to talk about the work that you do and let the audience know of those optimistic that so how have you talk about your skill on —- school a little bit to preface that here michigan has a complicated relationship but also in the neighboring cities as university contemplates with large development projects in detroit that is a counter narrative with civic engagement of a real estate office our hands are not clean in any

local businesses being replaced with lulu lemon. >> my wife is to teach and there is an area betweenthe campus area with dive bars and old man bars and then they got together and spruced it up now it starts to look like a mall. with the same restaurants that homogenize is the city. >> local residents agree usc village the commercial area around yale that if you sprucing up and revitalization but that shouldn't have to mean local businesses displaced or commercial homogenization. and we are left with either or. >> towards the time ever end of our time together want to talk about what you do we let the audience know we are getting to questions. i will preface it to say here we are at the university of michigan with a complicated relationship not only the city of ann arbor but even more so with detroit with a large development projects in detroit to what we present with civic engagement. engageme. . . . . so the professor at community college at hartford, connecticut and there's a chapter but trinity's relationship to harvard. trinitycomes founded in 1823 as a elite liberal arts college

indeed. lulu goals in 57 names for generation.s in 57 games for england. was _ generation. indeed. 44 goals in 57 games for england. was he - generation. indeed. 44 goals in 57 games for england. was he one i generation. indeed. 44 goals in 57 games for england. was he one of generation. indeed. 44 goals in 57 - games for england. was he one of the trailblazers in english football playing on the continent? how common was that when he was playing for fc milan? it was that when he was playing for fc milan? ., , �* , was that when he was playing for fc milan? ., �* , _, ., ., milan? it wasn't very common and he didn't -la milan? it wasn't very common and he didn't play there _ milan? it wasn't very common and he didn't play there for _ milan? it wasn't very common and he didn't play there for very _ milan? it wasn't very common and he didn't play there for very long. - milan? it wasn't very common and he didn't play there for very long. he - didn't play there for very long. he came back to tottenham within six months of leaving chels

quarter and look to the future already getting some very interesting names to consider from expedia to lulu lemon to u.s. bank corp., unity software, whoever that is. let's see what is in store today. we have jenny harrington, also a cnbc contributor tweeting late last night about your appearance as well you have a lot of people wondering who your picks might be it's like baited breath, jenny thanks for coming on, getting up early. who is your first pick for us this morning >> i was surprised that the twitter verse didn't get what my version of go big is, obviously it's go big dividends. so i combed through the portfolio just for you, brian, our viewers and picked out four dividend stocks with really big dividends that have sustainable earnings growth aheahead, tradig cheaper than the market, and benefit from this return to normal, which is nothing great and gloer rouse, just normal my first is sbra, yield is 7.5%, going to grow at 5% next year. it's trading at 10 times price funds from operations, which is the valuation measurement we use. it's a good company. they did an invester update o

last time i was on i took off 50% with lvmh, lulu and rh as well.m believer in luxury. i think gucci is having a moment here, and tiffany is having a moment now. keep your eyes peeled on that, and lvmh. charles: i will. jan, kristin, thank you both very much. great conversation. folks, we're always on the hunt for next big thing. blockchain, robotics, what are the moonshot investments that can make you money? research analyst daniel fleck is here with his picks. he will tell us about the foundation of all of this. we'll be right back. ♪. ♪♪ (vo) the rule in business used to be, "location, location, location." now it's, "network, network, network." so you need a network that's built right. verizon business unlimited starts with america's most reliable network. then we add the speed of verizon 5g. we provide security that's made for business and offer plans as low as $30 per line. more businesses choose verizon than any other network. we are open and ready for you. >> and it is upgrade of the day take morgan stanley said, you can buy it. in talking ab

foreign minister and platform and the company just announced it is naming former alli invest press lulu dennise as the ceo thank you for being here i'm wondering if you can talk to us about what you see as your mission at the company now, the way in which commissions are headed to zero all around the world and i guess trading volumes too and new products for later in the year. >> yes, so i think one of the things really excited about etoro is it long believes the intersection of social media and the activation of the self-directed invest or the individual investor in trading is going to continue to -- what is so exciting about the etoro platform is that it essentially is converging that and trying to power the -- and it also has some really exciting technology like copy trading which -- to track. so i think, you know, at the end of the day, what the pandemic uncapped is the prowess of the retail investor and i think that is going to keep riding out whether it is volumes or the breadth of the kind of products and services that -- so we think we're really bullish about the future and the

those are the recession stocks let's hope after the close lulu lemon's numbers change the complexion of this mark. but if you throw in the rally to utilities, it feels like many investors have given up on this economy. but if you believe we're at the beginning of a new rate hike cycle, then buying the recession resistant stocks make a ton of sense. you certainly want to hear from one of the largest steel companies in the country then we've got a problem that i regard as being -- who would have thought this just a few months ago too much stimulus. the president and his allies in congress want a gigantic stimulus package that would super charge the economy, but it would also cause major wage inflation, which is good if you work for a living but bad if you own stocks. if that gets killed, the investors who depended on it and what it would do to companies they own, well, i got to tell you, those people would be disappointed because this -- without this, well, you can't pop up the cycles. either congress passes this thing or congress fails and the economy or at least the simple part will

favorite stock pickers, stephanie link, david katz, and yesterday vance howard said pay come, intel and luluere all good bets for you. let's see what today brings with craig johnson, a man more right about the macro markets in the last five or six years than anybody else appreciate it, you and your team doing great macro work today it's about micro i love when a guest throws out a ticker and i have to look it up. you did that for me. meoh methonex who and why? >> well, brian, first off, this is a company in the specialty chemical space we're starting to see obviously a recovery in the economy and a pick up in the basic material parts of the market right now. so it's a stock to us, it looks like one we think should be bought it's one that i would put on a short list as we look forward into the second half of the year as the economy really picks up and starts to recover. >> yeah, it's off its highs but it's been hot the last 30 days or so. another new name a name i've heard in passing, couldn't tell you what they do, tech, biotechne. what about the charts are you seeing with this stock that ma

of lululemon and rh better today a clear theme in home and workout that continues with rh up 8% and lulu up 11 >>> all right. we have slowing growth we have covid concerns and supply chain issues. we talk about them every single day right here and now companies are beginning to warn of a potential hit to their bottom lines the airlines lowering their forecast paint makers warning of higher raw material costs and last night "mad money's" jim cramer took note of the preannouncements >> today we've seen the nasty side of earnings, the down side. they're no fun at all. and we're not prepared for the damage two venerable companies both preannounced disappointing orders hey, you know what that is they disappointed earnings top and bottom why? supply chain problems and raw cost inflation >> take a look at some defensive sectors, utilities and real estate outperforming the s&p let's bring in senior port fold yoe manager with washington crossing and hugh johnson, chief economist with gray point. gentlemen, welcome two of my favorites. chad, i will start with you. you say that now is the time to o

sectors, what are your lease favorite sectors and what are you best stocks you gave american express and lulu >> financials, consumer discretionary. these are sectors and health care as well but financials we carry significant overweight i believe in financials as i said before. american express that's about the re-opening about the return of corporate travel that's about the consumer, the affluent consumer going out and spending lululemon, this is just a company that is performing on all of your expectations fundamentally. and it really is delivering not only in brand recognition but just with the diversification of product that really is unrivalled i find myself wearing the pants bust going out and buying other things from lululemon. it has created itself into a brand franchise that is rivaling if not selling relative to any ke >> brent darks in the context of where you think investors want to be in the months ahead at least the fourth quarter, disney, boeing, your best stocks why >> i think disney as we know hasn't done a whole lot this year over one year still a tremendous stock. i think

in the equity markets, some firms warning on q3, today beat get gamestop, restoration hardware and lulusand over to judge >> welcome to the halftime report front and center, is this as good as it gets for the economy and your money we're debating what lies ahead risks seem to be growing good to see everybody. let check the markets. we have a down day working here, dow down 155, s&p off by one-half of 1%, nasdaq has given back about 160 points. and that is a loss of 1% all right. jim, seems like we're asking the

i see lulus. >> no, no. i upgraded to some ralph lauren today.lus at home. when i go out to see people. let's ramp it up maybe some jamis here on the set. let's do it on a friday. ap apple launched four new phones company also made some big news with changes to the apple watch. we'll talk to the analysts about e unveil and what it means for investors when we come right back ngthen client confidence in you. before investing consider the fund's investment objectives, risks, charges and expenses. go to flexshares.com for a prospectus containing this information. read it carefully. at cdw, we get in a changing world, for a prospectus coyour employees need their. data to go where they go. that's why we started tattooing it right on them. now they have permanent access. it was a good year. at cdw we can help you transform your data center it's gonna look so cool. - on-prem and in the cloud - with a dell technologies solution, so your data won't just be available, it'll be powerful. ah great, 'cause raven accidentally put last year's projections on my s

we should also mention decker's outdoor, lululemon -- well, lulu's flat, but decker's down 8.5%, adee down -- adidas down 3%. what about the retail partners? foot locker, dick's sporting goods also moving lower, dick's down 2.5%, well off its lows of the session, by the way. foot locker down 7%. >>> it does lead to the question, is nike the first of what could be a long trail of companies about to stub their earnings toes as they trip over the tangled supply chain, and who might be in the clear? let's get right to the floor show and our traders. phil flynn, let's worry about nike right now. it's at $149, still up a decent percentage, about 19% year to date -- year-over-year, rather, but when you see the spillover effect from nike's revenue and earnings miss, flag our viewers on who you see being next make and where the money flows are exiting and going toward. give us a sense of what you see. >> well, we want to look at a company like a bf corporation because they have a lot of the same type of brands. they produce north face, dickies, very popular brands, but they have issues because

but right now, look at restoration and lulu with those announcements have gone back to near all-time take, too i want to highlight this maybe this is nike specific because they are more heavily into vietnam because everybody said get out of china, they did now we see this. there could be other companies two months of almost no production just ahead of the holidays i know people think simply chain disruption is a boring topic this is a big deal >> no, it's a huge deal. i think you make a great point i can't speak to other companies exposure to vietnam, but i think it's not just nike it might be nike in you know, in terms of vietnam, but it's all across the board as karen pointed out and it is concerning i think to tim's point though, where do you get in the stock? it's sold up about 8% from its all-time high we made seemingly just a few weeks ago i think the 150 level makes a lot of sense this was a great note and it's great to point these things out and to illustrate what's going on and by the way, this speaks to inflation being more than just transitory. another conversation but i t

lulu has the athlete leisure space but nike owns the athletic space.st four quarters. nike direct sales were up 73%, right, in reopen mode. so i still see a lot of opportunity for this, and so it was an opportunity for me to -- you know i'm a long-term investor, scott. so i'm not a trader. i'm going to hold things for a very, very long time, but it doesn't mean i can't work to get my average price better. this is what the story was here. >> i appreciate you telling your story to us. tiffany mcgee, see you soon. >>> we will do "final trades" next it all personalized. with ibm, you can do both. businesses like insurers can automate it processes across clouds. so agents can spend more time on customer needs. and whatever comes your way, you've got it covered. saving time and improving customer service, that's why so many businesses work, with ibm. i wonder how the firm's doing without its fearless leader. you sure you want to leave that all behind? yeah. stay restless with the rx. crafted by lexus. experience amazing at your lexus dealer. the best things

you booked a nonstop flight from sfo to hoon lulu. you plan accordingly.onth before your supposed to go the airline changed its schedule and now moved you to a connecting flight that doesn't land until 4:00 p.m. can they do that? yes, they can. do you have to just agree? no, you don't. >> many folks make the mistake of assuming when the airline sends you that airline that says you your schedule changed you have to accept it. >> here's the bottom line. when an airline changes its schedule and your ticket you can reject the automatic changes they've made and recommend your own. you might be able to change your time, your day, even your airport. if the schedule changes really lousy, you might be able to get a refund. >> any of those are fair game and you don't have to pay any penalty. >> the bigger the change the airline makes the more pull you'll have to get what you want. even if the airlines only juggle you about a half hour or so no harm in asking tore what you want. here's how. call them. >> you can call them up say this new schedule won't work for me. >

stuart: lulu lemon is an extraordinary success story during the pandemic and beyond. >> whether you work are wearing yoga clothes whether they go to work or not and making pants that you can wear in the office. they are professional and comfortable and stock is up 13% and they said they are going to surpass their 2023 revenue target two years early. sales rose 63% last quarter and issue new targets after christmas so they are feeling good. stuart: that is a wild success, $48. boston beer, the best on hard seltzer really didn't work. >> it's not strong enough. stuart: the alcohol content is not strong. drink alcohol. >> they made a bad bet. they said in the last quarter they overestimated demand so they cut their guidance back in july. they released the guidance and finally expecting inventory and other fees. we don't talk about brokerages and price targets much. i want to point one out because they are cutting the target from 11:34, 1134 dollars. stuart: severe is a good word. the chinese technology stocks are down and down big. there is a new crackdown on video games in china. lauren: y