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Nov 26, 2015
11/15
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for example, if jeans had a 50% margin and a t-shirt has a 70% margin and a sweater has a 68% margin, you'll add those all together and come up with a blended average -- somewhere around 62%. why is the inventory so anemic? lady: well, i think we've been cash-poor. i have been trying to pay old debt and buy new inventory. -lemonis: at the same time. -lady: at the same time. amy: our stacks used to be, you know -- every single one was to the top, and i had two back rooms full of these. lemonis: like, there's a whole shelf that's empty. amy: that used to be an entire wall full of denim. lemonis: so you used to have inventory just stacked. -amy: yeah. -lemonis: and what changed? lady: well, the business changed in the past couple of years, mainly 'cause i opened too many stores too fast. lemonis: how many did you open? lady: at the height of it, i believe we had 13 stores. lemonis: and how many stores left today? lady: we have three stores now. lemonis: what happened? lady: well, new orleans -- i don't think i understood the market. and i never could figure denver out. lemonis: but they
for example, if jeans had a 50% margin and a t-shirt has a 70% margin and a sweater has a 68% margin, you'll add those all together and come up with a blended average -- somewhere around 62%. why is the inventory so anemic? lady: well, i think we've been cash-poor. i have been trying to pay old debt and buy new inventory. -lemonis: at the same time. -lady: at the same time. amy: our stacks used to be, you know -- every single one was to the top, and i had two back rooms full of these. lemonis:...
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Nov 26, 2015
11/15
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WJLA
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joining us now on the phone is margine with butter ball's turkey talk line.argine, good morning. >> good morning. >> i got to ask you, an this point, am i in trouble if my turkey is still alive? >> if it's still alive, you better catch it quick. >> but margine, there are a lot of people who are first-time bird cookers this thanksgiving. what do you do if you've left the gizzards inside and forgot to take them out? >> a lot of people panic over that, but it's not a problem at all. it's really part of the turkey. i don't know how good the giblets will be after they've cooked inside the bird, but it's not going to hurt the turkey. >> okay. so margine, what would you say then is the most basic thing that you can tell us to do to ensure success when we are cooking our turkey today? >> well, the best thing is to have a meat thermometer because then you can monitor exactly when the turkey's done. it will not overcook that way. and because overcooking gives you dry meat. and so a meet thermometer is really important and i know it's a little late to get one at this po
joining us now on the phone is margine with butter ball's turkey talk line.argine, good morning. >> good morning. >> i got to ask you, an this point, am i in trouble if my turkey is still alive? >> if it's still alive, you better catch it quick. >> but margine, there are a lot of people who are first-time bird cookers this thanksgiving. what do you do if you've left the gizzards inside and forgot to take them out? >> a lot of people panic over that, but it's not a...
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Nov 3, 2015
11/15
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the pies come with a huge 80% to 90% margin, but the retail stuff, it drags along a 20% to 25% margin every square foot that we utilize to sell low-margin product isn't gonna help us make money. what i need to do is to convert that space into faster-moving products like pies. so here's what we need to do, box it up and get it out. >> all right, box it up, get it out. >> yup. >> no, we haven't made a final decision on that. have you done your demographics on people who want to come in and get slushies and pie bars and key lime soda? >> i'm gonna get you whatever you need for amnesia. remember what i said, if we don't make it, we're not selling it. we all agreed on that. >> tami, you don't think people should have opportunity to buy these things? >> not here. it's all this same [bleep] that they have everywhere. >> i don't, uh--i don't agree with that. >> if we don't make it, we don't sell it. period, end of discussion. i mean, we need this to get done, like, today. >> where are we gonna put it? >> we're gonna liquidate it, but we need to start-- >> but why don't we leave it on the shel
the pies come with a huge 80% to 90% margin, but the retail stuff, it drags along a 20% to 25% margin every square foot that we utilize to sell low-margin product isn't gonna help us make money. what i need to do is to convert that space into faster-moving products like pies. so here's what we need to do, box it up and get it out. >> all right, box it up, get it out. >> yup. >> no, we haven't made a final decision on that. have you done your demographics on people who want to...
SFGTV: San Francisco Government Television
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Nov 11, 2015
11/15
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SFGTV
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margin for energy efficiency and maybe some things within the margin. >> i've. >> if we have good ideasow to help people reduce their consumption. >> this think an area where policy and the finance quite a few come together in marketing as well and part of what actively lead me into that was the may that be marked to be able to appeal to people not enthusiastic will the elements of program and then as we talked about this program earlier the idea of making that an explicit part of program definition and the product over and the existence that would be powerful and gets reflected in the financial part you don't have it here but a policy that says within the light green program here's the allocation and as we have success they'll be allocations into rate conservatism programs. >> yes. yes when you looked at the sources and the slide you see we don't have much margin to do that with until after 2020 if we ask me succeed in operating the models we've modeled. >> i have a series of comments about the build out schedule but if people want to talk about stuff i would yield the floor. >> just t
margin for energy efficiency and maybe some things within the margin. >> i've. >> if we have good ideasow to help people reduce their consumption. >> this think an area where policy and the finance quite a few come together in marketing as well and part of what actively lead me into that was the may that be marked to be able to appeal to people not enthusiastic will the elements of program and then as we talked about this program earlier the idea of making that an explicit...
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Nov 4, 2015
11/15
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CNBC
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also helped by higher margins.and porsche shares are hitting the skids as a new scandal effects 800,000 vehicles in europe and looks set to cost another 2 billion euros and here's a discount. groupon shares plunge 25% after the ceo steps down and a deals website issues guidance well below forecast. >> good wednesday morning. if you're just tuning in, thank you for sharing your time with us on the program today. here's how markets are fairing ahead of the u.s. open. we do have the dow and the s&p back up to july highs. the implied open is telling us we're a little bit above fair value today. the s&p should be opening maybe up one point but we're flat at this point. the dow jones industrial pricing in gains of 20 points and the nasdaq looking and pricing in an advance of 8 or so. here's a lead from europe today. europe isn't seeing much. it's probably reacting to the wall street session we saw yesterday when we had gains for both the s&p 500 and the dow. so we're looking at advance for the ftse 100 up 1%. the german
also helped by higher margins.and porsche shares are hitting the skids as a new scandal effects 800,000 vehicles in europe and looks set to cost another 2 billion euros and here's a discount. groupon shares plunge 25% after the ceo steps down and a deals website issues guidance well below forecast. >> good wednesday morning. if you're just tuning in, thank you for sharing your time with us on the program today. here's how markets are fairing ahead of the u.s. open. we do have the dow and...
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Nov 11, 2015
11/15
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BLOOMBERG
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what does that do for your margin? what are your margins?u in protection mode that you would be able to really hold on to those margins? you got the products, we needed. you can charges if it is good enough. the thing about security is that it's not a spike right now. there is no sense that is going to slow down anytime soon. security is the flipside of this enormous benefit that we have from a connected world. i saw a statistic that we now have more active mobile devices than people on the planet. there are 7.5 billion active mobile devices on the planet. 3 billion people access the internet. in numerous benefit to society but with that comes the darker side of cyber crime and criminals taking advantage. that is the opportunity we have to protect millions of organizations around the planet. we feel like we're just game started. manus: what is the paradigm for protecting ourselves? many of our viewers work in the markets. they have mobile devices. affecting ourselves, are we to which we extent need to spend money on protecting ourselves? kri
what does that do for your margin? what are your margins?u in protection mode that you would be able to really hold on to those margins? you got the products, we needed. you can charges if it is good enough. the thing about security is that it's not a spike right now. there is no sense that is going to slow down anytime soon. security is the flipside of this enormous benefit that we have from a connected world. i saw a statistic that we now have more active mobile devices than people on the...
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Nov 4, 2015
11/15
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CNBC
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i think when you look at the gross margin, the gross margin, both in retail and wholesale prus, the fact you think about the department stores and we're going to get their earnings in two weeks, i think it was a tough quarter for the department stores. there are more markdowns and promotional -- i think it impacted kors and coach also. >> yesterday l brands had its investor or its analyst day. the stock exploded to a new high. gap, though, seems to be continuing. this company seems to have all the momentum in the world. is the market wrong for this having new highs, or is it something they have? >> i think there's something really big happening. i just took my price target up to $115 today. think about what they have. they have leading market share in the intimate apparel space where they had very good margins. new item is the balt and body works business with the remodels they're having. the test of 30 that they've done have gotten tremendous lifts. sales lifts of over 20%. you are going to accelerate those remodels next year. i have category dominance unanimous and growth in skwaurt fo
i think when you look at the gross margin, the gross margin, both in retail and wholesale prus, the fact you think about the department stores and we're going to get their earnings in two weeks, i think it was a tough quarter for the department stores. there are more markdowns and promotional -- i think it impacted kors and coach also. >> yesterday l brands had its investor or its analyst day. the stock exploded to a new high. gap, though, seems to be continuing. this company seems to...
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Nov 23, 2015
11/15
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so that sounds like they are managing the margins so we shouldn't be afraid of amazon giving up on margin. >> also sounds like you should do the trade of buying a $800 on thursday and sell it for $1,500 in february. that is the trade. but it does sound like -- we do know that amazon is managing business differently to make profit to exactly what michael is talking about. >> we have breaking news on carl icahn. seema mody has the details. >> reporting a stake in xerox. a gain of 7.13%. carl icahn said shares of xerox are undervalued it. has been an underperformer this year. down 15% or so already in 2015. but again carl icahn reporting a stake in xerox of 7.13%. his stake in this company makes him the second largest holder. back to you. >> thank you so much, seema mody. this is very interesting position by carl icahn. this is a stock that hasn't done well this year. down 22%. maybe that is where the opportunity is. at the same time his portfolio now is a basket of stocks not doing well even after he has taken stakes. look at freeport macmaran, and transocean is another, chesapeake is anoth
so that sounds like they are managing the margins so we shouldn't be afraid of amazon giving up on margin. >> also sounds like you should do the trade of buying a $800 on thursday and sell it for $1,500 in february. that is the trade. but it does sound like -- we do know that amazon is managing business differently to make profit to exactly what michael is talking about. >> we have breaking news on carl icahn. seema mody has the details. >> reporting a stake in xerox. a gain...
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Nov 3, 2015
11/15
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BLOOMBERG
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in return, we get pretty reasonable margins during we are allowed to earn those margins.t thele say i margin but i will not invest in the research risk that underpins that business model, that is not sustainable. drug pricing has been a major issue in the u.s. in recent months and has even become a political issue. what hasus how you see been going on lately with drug pricing is potentially impacting your ability to price drugs going forward in the u.s.? been on the record pretty widely for the last few years saying that i think that we need to think hard about where this pricing debate is going. on the one hand, drugs remain a small fraction of total health care costs, only 10% is the pharmaceutical business, but everybody is talking about drug pricing. thee's no transparency tween the list price and what is actually being paid. there are enormous discounts. medicare gets a mandate of 23.8% discount. the government pays 76% of the list price before it starts. my company, i'll price inflation at the net level over the last five years has averaged around 2%, so we've had a
in return, we get pretty reasonable margins during we are allowed to earn those margins.t thele say i margin but i will not invest in the research risk that underpins that business model, that is not sustainable. drug pricing has been a major issue in the u.s. in recent months and has even become a political issue. what hasus how you see been going on lately with drug pricing is potentially impacting your ability to price drugs going forward in the u.s.? been on the record pretty widely for the...
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Nov 3, 2015
11/15
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they have higher margins. we're looking at a company that two, three, four years from now will have more content at higher margins with higher growth and lots of cash flow. >> does that mean you'll be out of the textbook business? >> the ingram business we did puts us out of the textbook ownership business. two years ago, a your ago we were using $100 million a we're to buy textbooks and then get a return on them. now ingram uses their money we're we're just a reseller. we take a 20% commission. our gross profits are 6% to 25. we've become an offerer of them as opposed to an owner of them, which means no risk, no use of capital. we close the warehouse. we're just -- we're going to be pure digital company by the end of 2016, and i think faebl people will take a look and realize when you look at the growth rates, you look at the margins, you look at the potential for cash flow, this is going to be one of the biggest companies in the education space if we continue to execute. >> 5%. will get your attention today.
they have higher margins. we're looking at a company that two, three, four years from now will have more content at higher margins with higher growth and lots of cash flow. >> does that mean you'll be out of the textbook business? >> the ingram business we did puts us out of the textbook ownership business. two years ago, a your ago we were using $100 million a we're to buy textbooks and then get a return on them. now ingram uses their money we're we're just a reseller. we take a...
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Nov 19, 2015
11/15
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BLOOMBERG
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our business service is have outstanding margins.year, the fastest-growing business is a business called home care home base, and operating system for home health care agencies run by a fabulous great.and just doing good margins and very good growth. david: as warren buffett always talks about, is there a lot of competition? we try to buy a leader in the field with great management or in the case of one of our large health their businesses, we actually built that over many years. most of the business information businesses in our portfolio are a true leader in their field and are doing great. you in the market for further acquisitions beyond those? steve: no question. we are looking at the energy field and would just ask in various aspects of transportation data. opens, we are certainly for business. although we are very proud of some of the investments we have made in recent years in consumer businesses, with our amd networks and our partnership our venture operation made and invest it in bus feed several years ago and we are proud
our business service is have outstanding margins.year, the fastest-growing business is a business called home care home base, and operating system for home health care agencies run by a fabulous great.and just doing good margins and very good growth. david: as warren buffett always talks about, is there a lot of competition? we try to buy a leader in the field with great management or in the case of one of our large health their businesses, we actually built that over many years. most of the...
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Nov 23, 2015
11/15
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CNBC
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margins are downward trajectory across retail. only from a price competition standpoint but because of shipping costs. and labor costs in the store. >> now you set off all the alarm bells for investors where is the solid stream of profits in your view. >> it's only through market share gains and revenue. it's a fight to the bottom on margins. simon, i think that retail investors expect that. it is very difficult, let alone -- throw expand margins off the table. even to maintain margins is not expected -- not this quarter. probably not over the next year or two across retail. >> susan, do you agree? we have to wait a year or two to get done with promotions that will help retail margins and get rid of the pressure from higher labor costs? >> i think it's different in the specialty retail space. because they went through a rough past two years, they were the first to clean up inventory. even with warmer weather, we are seeing reduced inventory. it's coming off very low lows, but this year a lot of retailers out there such as american
margins are downward trajectory across retail. only from a price competition standpoint but because of shipping costs. and labor costs in the store. >> now you set off all the alarm bells for investors where is the solid stream of profits in your view. >> it's only through market share gains and revenue. it's a fight to the bottom on margins. simon, i think that retail investors expect that. it is very difficult, let alone -- throw expand margins off the table. even to maintain...
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Nov 24, 2015
11/15
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CNBC
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yeah, they're low margin on foods.onis: today, the arlington heights location does $1.3 million worth of revenue annually. 60% comes with a 25% margin, and the other 40% comes with a 55% margin. if lisa and giovanni want to improve the store's profitability, they'll have to change the mix, getting it closer to 50/50. so, you get somebody in for the first time. what's a typical bag like this cost? -giovanni: $70. -lemonis: how much? -giovanni: $70. -lemonis: and if i went to, like, petco or petsmart, what would a typical bag be? giovanni: they have from $40 to $80. i mean, their range is a lot bigger than our range. -lemonis: why is that? -giovanni: they carry products that wouldn't meet our guidelines. lemonis: but as people come in, right, if they're on a budget, how do they shop here? giovanni: we don't have it. lisa: we just try to be more specialized. lemonis: i don't know how many people could afford a $70 bag of dog food. with those sorts of price points, you're alienating a sector of the market. and so how do yo
yeah, they're low margin on foods.onis: today, the arlington heights location does $1.3 million worth of revenue annually. 60% comes with a 25% margin, and the other 40% comes with a 55% margin. if lisa and giovanni want to improve the store's profitability, they'll have to change the mix, getting it closer to 50/50. so, you get somebody in for the first time. what's a typical bag like this cost? -giovanni: $70. -lemonis: how much? -giovanni: $70. -lemonis: and if i went to, like, petco or...
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Nov 12, 2015
11/15
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BLOOMBERG
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he expects no growth in 2016 profit margins.ce holdings says profits will be on the lower end of the range forecast. it beat weaker demands for next year. this faces additional headwinds. let's check out burglary. nejra: first-half profits beat estimates. this affords comes after burglary -- this of course comes after burglary issued warnings -- weaker spending by chinese consumers. we saw the share price dropped the most in three years. better than expected earnings to date seem to come off the back of cost cuts. christopher bailey is cutting bonuses. consolidating products under one label. all of this to try and fight the slowing demand for luxury goods in china. the idea that all of the product being under one label will simplify things for shoppers. make things more efficient and perhaps boost sales. is in thechallenge china story. nejra: the external environment remains challenging and uncertain. it mentioned key markets. one of those for burberry is china. it is any weaker position than some of its peers in the luxury mark
he expects no growth in 2016 profit margins.ce holdings says profits will be on the lower end of the range forecast. it beat weaker demands for next year. this faces additional headwinds. let's check out burglary. nejra: first-half profits beat estimates. this affords comes after burglary -- this of course comes after burglary issued warnings -- weaker spending by chinese consumers. we saw the share price dropped the most in three years. better than expected earnings to date seem to come off...
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Nov 15, 2015
11/15
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CNBC
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look, richard is all about the numbers and he leaves very little margin for error.nd michael has big numbers but he doesn't pay enough attention to the numbers, and that could lead to big problems. i noticed on the website that you also have some mochi. >> this is a mochi. they come individually wrapped. a little bit of ice cream with a sweet rice dough on the outside. >> i tell people it's like a ravioli. >> so this dough is -- >> sweet rice flour. it's like the ravioli of ice cream. >> whoa. i've never seen it individually wrapped in this package. wow. >> isn't that good? >> it would be interesting to figure out a way to retail this. >> i agree. >> mr. green tea's products are great, but i need to know more about their process and their day-to-day operations. walk me through the logistics here. what is this space here? >> here we have the freezers where we keep a lot of the stock. >> how does the product get from the co-packer to here? >> we pick it up. there's three trucks. you know, it's a constant movement of products. >> it's got to cost a lot to do that. >> i
look, richard is all about the numbers and he leaves very little margin for error.nd michael has big numbers but he doesn't pay enough attention to the numbers, and that could lead to big problems. i noticed on the website that you also have some mochi. >> this is a mochi. they come individually wrapped. a little bit of ice cream with a sweet rice dough on the outside. >> i tell people it's like a ravioli. >> so this dough is -- >> sweet rice flour. it's like the ravioli...
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Nov 17, 2015
11/15
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CNBC
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so, we know the margins are spectacular. -woman: ah!velvet ice cream on the island. lemonis: how many people on the island are serving yucca fries? -sammy: none. -lemonis: if we just sell ice cream and fries, we're good to go. tranchina: the burgers are really just complementing the ice cream and fries. lemonis: and then the baked potatoes -have great margins, as well. -tranchina: also huge. [ indistinct conversations ] lemonis: is the wi-fi system set up from at&t? tranchina: yes, at&t came in. they set up the free wi-fi, which was great. the customers are gonna love that. lemonis: okay. well, it allows them to communicate. and they can take pictures, put them on instagram. tranchina: yeah, we love that. we encourage them to do it. lemonis: but we should be able to get to the point where we can take orders remotely. like, if this line gets long, we can start to take orders over there or take them outside. tranchina: i'd love that. yeah, that would be great. lemonis: awesome. -what is this, all the orders? -sammy: [ laughing ] yeah. lem
so, we know the margins are spectacular. -woman: ah!velvet ice cream on the island. lemonis: how many people on the island are serving yucca fries? -sammy: none. -lemonis: if we just sell ice cream and fries, we're good to go. tranchina: the burgers are really just complementing the ice cream and fries. lemonis: and then the baked potatoes -have great margins, as well. -tranchina: also huge. [ indistinct conversations ] lemonis: is the wi-fi system set up from at&t? tranchina: yes, at&t...
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Nov 12, 2015
11/15
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CNBC
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margins should be improving.y've got to get top line growth. >> tune into "squawk on the street" tomorrow. chuck robbins will be here live. >>> are restaurant stocks sounding the real alarm on the economy? >> solar stocks getting smoked. find out what the secret is to sun power's success. why should years of citi history matter to you? well, because it tells us something powerful about progress: that whether times are good or bad, people and their ideas will continue to move the world forward. as long as they have someone to believe in them. citi financed the transatlantic cable that connected continents. and the panama canal, that made our world a smaller place. we backed the marshall plan that helped europe regain its strength. and pioneered the atm, for cash, anytime. for over two centuries we've supported dreams like these, and the people and companies behind them. so why should that matter to you? because, today, we are still helping progress makers turn their ideas into reality. and the next great idea coul
margins should be improving.y've got to get top line growth. >> tune into "squawk on the street" tomorrow. chuck robbins will be here live. >>> are restaurant stocks sounding the real alarm on the economy? >> solar stocks getting smoked. find out what the secret is to sun power's success. why should years of citi history matter to you? well, because it tells us something powerful about progress: that whether times are good or bad, people and their ideas will...
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Nov 5, 2015
11/15
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FOXNEWSW
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virtually tied within the poll's margin of error. ted cruz and marco rubio tied for third and bush and the rest of the candidates in single digits. after filing trump escalated his attacks on rubio, bush and in particular, ben carson. >> ben carson does not have the aptitude to bring jobs back. does not have the aptitude toe deal with china, japan, mexico and any other country you can name. just doesn't have it. >> trump is reraising questions about both rubio's past financial struggles and using a credit card from the republican party of florida, for what some consider lavish expenses when he was speaker of the house. >> marco rubio, all you have to do is chuck on what happened when he was running things with his credit cards. >> he also announced plans to begin his tv and radio ad blitz with a warning to those attacking him. >> if they hit me they'll get smacked like they never got smacked before. >> i'm going to be very positive. we're doing ads, they'll be announced tomorrow sometime. we're starting with radio and we're going to
virtually tied within the poll's margin of error. ted cruz and marco rubio tied for third and bush and the rest of the candidates in single digits. after filing trump escalated his attacks on rubio, bush and in particular, ben carson. >> ben carson does not have the aptitude to bring jobs back. does not have the aptitude toe deal with china, japan, mexico and any other country you can name. just doesn't have it. >> trump is reraising questions about both rubio's past financial...
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Nov 12, 2015
11/15
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BLOOMBERG
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joe kaiser says he expects growth in 2016 margins.stor burberry, savings help to the luxury goods maker slow offshore revenue growth. the ceo is consolidating products under one label as they grapple the sluggish demand in china. let's get to some of those top stories. nejra is watching some of the main stocks on the move. nejra: i will start with the biggest loser on the stoxx 600, down as much as 22% -- that is rolls-royce, the second-biggest maker of jet engines in the world. it has a profit warning pushing the stock down. the company says that the 2016 profits will be her by a 650 million pound headwind, i demand for business jet engines and services and wide-body models. that stock is one we are very much watching. siemens is up today after the ceo raised the dividends and announced a second share buyback to be taken as the helm of the company. --ects no growth in 2016 finally, bae systems. this stock gained on an announcement of job cuts. they say they are cutting jobs the fighterut of jet which has been weighing on earnings thi
joe kaiser says he expects growth in 2016 margins.stor burberry, savings help to the luxury goods maker slow offshore revenue growth. the ceo is consolidating products under one label as they grapple the sluggish demand in china. let's get to some of those top stories. nejra is watching some of the main stocks on the move. nejra: i will start with the biggest loser on the stoxx 600, down as much as 22% -- that is rolls-royce, the second-biggest maker of jet engines in the world. it has a profit...
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Nov 2, 2015
11/15
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BLOOMBERG
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the company is also talking about margins.ikely, this would have an impact on the share prices of the after our trading. at thegoing to look fitbit results when cory johnson joins us later on. right now it looks like shares are down for fitbit marginally. yes, it looks like it spikes higher and then it goes down. joe: there is something, binky, you talk about this move out of stocks. but here we are looking at the stock market that is almost back to an all-time high. how do youion is, take this information and apply it to investment decisions? -- binky: sure, i mean, the simple point is coming you don't just want to look at demand, you want to look at demand as well as supply. years, thereseven has been a lot of buyback and on a net basis, about $450 billion on an nual rate, and that is $9 billion a week. so if you only focus on the demand side, it is actually still positive. the reason why i bring this up is that people look at the u.s. equity market right now in comparison to the middle of august and it masks the fact that t
the company is also talking about margins.ikely, this would have an impact on the share prices of the after our trading. at thegoing to look fitbit results when cory johnson joins us later on. right now it looks like shares are down for fitbit marginally. yes, it looks like it spikes higher and then it goes down. joe: there is something, binky, you talk about this move out of stocks. but here we are looking at the stock market that is almost back to an all-time high. how do youion is, take this...
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Nov 24, 2015
11/15
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CNBC
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i'm nervous about their margins, aws seems to be the only company that is able to hold cloud margins. >> well a few weeks ago hewlett-packard enterprise said they are abandoning cloudef rt for thes to -- efforts to build out a aws and won't have its own service. >> that is disappointing, that is something we talked about for a long time. meg whitman was pushing out this hybrid cloud and all of that. so for that reason, there is concern there. but still the enterprise, would you rather, it is the enterprise. would you rather be with hpe. >> and here is a would you rather twist. >> you do it to me. >> microsoft. oh, sorry. >> hp inc. or hp enterprise or other? >> and other is a wide open category, isn't it? >> yeah. >> other than i could go red hat, it an other i would go. pete is shaking his head no. microsoft is one. >> look at the way i traded today. >> sales force is another other i would go. so given that -- >> so the bottom line is there are many other things before either of the hps. >> there are interesting things. >> and the interesting names, who is microsoft potentially looki
i'm nervous about their margins, aws seems to be the only company that is able to hold cloud margins. >> well a few weeks ago hewlett-packard enterprise said they are abandoning cloudef rt for thes to -- efforts to build out a aws and won't have its own service. >> that is disappointing, that is something we talked about for a long time. meg whitman was pushing out this hybrid cloud and all of that. so for that reason, there is concern there. but still the enterprise, would you...
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94
Nov 16, 2015
11/15
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CNBC
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we look at margin and return on investment capital. if you look at the fundamentals of spirit right now, jim, they are stronger than they have been. we are carrying more customers than ever before. our assumable market is bigger than before. the costs are lower and getting even lower so the reality is we are still -- we still have the growth we had before and the growth is acreating greatly and the company is putting up good numbers. we know the multiple would be back. right now we think the people are over weighted on the one unit revenue metric for the detriment of missing the growth and cost story. >> that's a good point. i have seen retailers, for instance, try to explain how they are making so much more money than everybody else, but the same store sales may not be that good. the truth is your model is so different that it isn't -- you're really not making up a reason to buy the stock. you have a very specific model that comes to a new city and it doesn't take necessarily travellers away from business. it adds to travellers entire
we look at margin and return on investment capital. if you look at the fundamentals of spirit right now, jim, they are stronger than they have been. we are carrying more customers than ever before. our assumable market is bigger than before. the costs are lower and getting even lower so the reality is we are still -- we still have the growth we had before and the growth is acreating greatly and the company is putting up good numbers. we know the multiple would be back. right now we think the...
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35
Nov 4, 2015
11/15
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CSPAN
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romney won the independent vote by a five-point margin in 2012. romney won the independent vote by five percentage points, but among self-described moderates obama wanted by 15-point margin. and so i kind of look at both of those groups, independent and moderate. and so is there -- obama one without winning more independent votes but did it because his party had an advantage in terms of party. a lot of conservatives did not vote for romney and that route press the republican number. at the same time as she had done what it would take to jack up to what extent might he have lost the independent vote. this whole exercise, you haveexercise, you have to be able to walk and chew gum at the same time. you have to be able to hold your base while reaching in and grabbing as many votes as you possibly can from the middle, whether it is the partisan middle, independent, or ideological middle moderate and keep in mind that a great number. >> in my other notes. the decisive factor. 29 percent as a vision for the future. and romney one that group by nine-point
romney won the independent vote by a five-point margin in 2012. romney won the independent vote by five percentage points, but among self-described moderates obama wanted by 15-point margin. and so i kind of look at both of those groups, independent and moderate. and so is there -- obama one without winning more independent votes but did it because his party had an advantage in terms of party. a lot of conservatives did not vote for romney and that route press the republican number. at the same...
55
55
Nov 1, 2015
11/15
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CNBC
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i have high expectations that he is gonna dramatically increase his margins.xpecting him to make $3,000 to $4,000 more per car. >> hey. >> how's everything? >> michael. what's up? >> hey, michael. marcus. >> pleasure. >> hey, nice to meet you. >> how are you? >> a beautiful bmw for you. what do you think? >> i got to look at it. >> it's definitely frontline material. >> as long as the number is good, we're in. >> '07, mileage in the 60s. take a look. >> do you mind if i take a look? >> go ahead, go ahead. >> okay. okay. >> the car ran brand-new. >> yeah, these usually do. >> cold a/c, paint is still-- >> they usually do run great. >> [clears throat] good tires. >> it's all up to the number. >> i'm gonna put you on the money. i want to start this off right. 17,500. >> i was thinking more closer to 16,000. would that work? >> it would work if the car wasn't so nice. it was an original owner car. the customers took very good care of this car. >> but it's not like a 30k or 40k. it has 60,000 miles. >> it's retail-ready. 17,500. come on, man. >> 16,500, tops. >> co
i have high expectations that he is gonna dramatically increase his margins.xpecting him to make $3,000 to $4,000 more per car. >> hey. >> how's everything? >> michael. what's up? >> hey, michael. marcus. >> pleasure. >> hey, nice to meet you. >> how are you? >> a beautiful bmw for you. what do you think? >> i got to look at it. >> it's definitely frontline material. >> as long as the number is good, we're in. >> '07,...
55
55
Nov 26, 2015
11/15
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BLOOMBERG
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they make some margins. we make some margins. it is a good relationship.ly: of all the things you do, phones, this, the services, what is the biggest revenue driver for xiaomi? hugo: the biggest revenue driver, of course, are still phones. that probably still drives most profits today without a doubt. the trend over time is for our services strategy, which we have talked about the monetization through services, is to really grow and become the main profit engine for the company. emily: international growth. where is it working, where isn't it working? hugo: first of all, we are taking it slowly. we are paying a lot of attention to how markets react to our strategy, how we need to change things. we eventually made our way to india and indonesia, which are two very significant markets. india, in particular. ♪ emily: xiaomi has also been accused of copying. jony ive referred to xiaomi's phones. he called it best. he said that you have stolen his design. how do you respond to that? hugo: this copycat melodrama all boils down to one chamfered edge on one partic
they make some margins. we make some margins. it is a good relationship.ly: of all the things you do, phones, this, the services, what is the biggest revenue driver for xiaomi? hugo: the biggest revenue driver, of course, are still phones. that probably still drives most profits today without a doubt. the trend over time is for our services strategy, which we have talked about the monetization through services, is to really grow and become the main profit engine for the company. emily:...
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114
Nov 4, 2015
11/15
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CNBC
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maybe because people are concerned about margins coming in a tad. but i have to tell you, there is still a lot of game left in the allergan and pfizer story and potentially somebody else. >> i'm with gee, you have to stay a -- away from this. you look at the debt. there is so much debt at valeant. this is a levered company. more bad news, that will happen for a while. >> i have a position in valeant but a put against it so i'm protected on the bad side. but i would give a headline to the deutsche newspaper where they say every stock has its price but timing is everything. so when you look at the stock, they were bearish in terms of the sustainability of the pricing strategy and the m&a but said at this level substantial skepticism is priced into the business model which we talked about and the potential that the pricing has to change. so valuation-wise, this company is very attractive here. >> you would step in even with this investigation? >> i said i have a long position with a put against it to the down side which is the only way to play it. >> s
maybe because people are concerned about margins coming in a tad. but i have to tell you, there is still a lot of game left in the allergan and pfizer story and potentially somebody else. >> i'm with gee, you have to stay a -- away from this. you look at the debt. there is so much debt at valeant. this is a levered company. more bad news, that will happen for a while. >> i have a position in valeant but a put against it so i'm protected on the bad side. but i would give a headline...
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120
Nov 13, 2015
11/15
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BLOOMBERG
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we had cutbacks in the margin. month said they were going to cut back, or have cut back production, for example, in zambia. we need other high-cost producers to throw in the towel and say we are throwing down this mine for a year or two to lead the market rebound. that has toomething suffer to get to that place of realism? simon: they do. that is one of the problems. companies aren't suffering. we talked about glencore being beaten up. it still makes money. it is still profitable. the concerns are in the future and whether it can service its debt. other big mining companies are profitable. their margins are increasingly thin, some will have to cut their dividends, but a lot of the big ones are not feeling the pain yet. david: matt, i think you have something? is seasonal. this with commodities, looking at -- stephanie: i hate this argument. you some truthow in the form of a bloomberg chart . a lot of clients love this chart and mail and to me, how did you get that? type s a g and click on the heat map. 2015, it is
we had cutbacks in the margin. month said they were going to cut back, or have cut back production, for example, in zambia. we need other high-cost producers to throw in the towel and say we are throwing down this mine for a year or two to lead the market rebound. that has toomething suffer to get to that place of realism? simon: they do. that is one of the problems. companies aren't suffering. we talked about glencore being beaten up. it still makes money. it is still profitable. the concerns...
432
432
Nov 4, 2015
11/15
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FOXNEWSW
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virtually tied within the poll's margin of error. ted cruz and marco rubio tied for third and bush and the rest of the candidates in single digits. after filing trump escalated his attacks on rubio, bush and in particular, ben carson. >> ben carson does not have the aptitude to bring jobs back. does not have the aptitude toe deal with china, japan, mexico and any other country you can name. just doesn't have it. >> trump is reraising questions about both rubio's past financial struggles and using a credit card from the republican party of florida, for what some consider lavish expenses when he was speaker of the house. >> marco rubio, all you have to do is chuck on what happened when he was running things with his credit cards. >> he also announced plans to begin his tv and radio ad blitz with a warning to those attacking him. >> if they hit me they'll get smacked like they never got smacked before. >> i'm going to be very positive. we're doing ads, they'll be announced tomorrow sometime. we're starting with radio and we're going to
virtually tied within the poll's margin of error. ted cruz and marco rubio tied for third and bush and the rest of the candidates in single digits. after filing trump escalated his attacks on rubio, bush and in particular, ben carson. >> ben carson does not have the aptitude to bring jobs back. does not have the aptitude toe deal with china, japan, mexico and any other country you can name. just doesn't have it. >> trump is reraising questions about both rubio's past financial...
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91
Nov 12, 2015
11/15
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BLOOMBERG
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but the important thing on the profit margin, that came in at 10.1%. very bottom of their guidance, less than last year. this is for fiscal year 2015. they say for 2016 they expect a similar range, 10-11% profit margin in the industrial unit. so much of this company, their focus has been on increasing margins. there has not been much progress on the industrial side. investors like the moose this morning. moves this morning. manus: thank you very much. on the siemens numbers. let's bring our guest back in. three very, very different stories. but let's try and pick through this. if i look at rolls-royce, they are telling me actually the business jet side of the business but the stock is down 17%. if you feel in this market -- fail to deliver in this market, it is the yen and yang. >> in a low growth world, the surprise when it hits will take the stock one way or the other. it is like a polarization. i think global growth is going to remain very slow. i think we are not going back to the years, the years we had before partly because of some of the trends
but the important thing on the profit margin, that came in at 10.1%. very bottom of their guidance, less than last year. this is for fiscal year 2015. they say for 2016 they expect a similar range, 10-11% profit margin in the industrial unit. so much of this company, their focus has been on increasing margins. there has not been much progress on the industrial side. investors like the moose this morning. moves this morning. manus: thank you very much. on the siemens numbers. let's bring our...
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117
Nov 17, 2015
11/15
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CNBC
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it's pretax profit margin is forecast to reach 17%.ressively sought out m&a to enlarge their revenue stream. showing the company's profit remain high for japanese firms in the 8% range but some say business restructuring has been slow compared to u.s. firms and they have to beef up their earnings power to stay profitable as concerns of luggish markets overseas grow. that's all from the nikkei. back to you. >> thank you for that. now responsible for foreign affairs she is speaking on eu defense policy following the paris attacks. let's listen in. >> this calls for aid and assistance bilaterally and the european union can facilitate this and coordinate this whenever and however it is useful and necessary. >> there we have the eu foreign affairs spokesperson. we missed most of the english address and we will bring you flashes from that speech later in the show. >> and well it's tile to go whale watching as promised as some of the biggest hedge fund managers and investors disclose their holdings at secilings and what stocks they have been
it's pretax profit margin is forecast to reach 17%.ressively sought out m&a to enlarge their revenue stream. showing the company's profit remain high for japanese firms in the 8% range but some say business restructuring has been slow compared to u.s. firms and they have to beef up their earnings power to stay profitable as concerns of luggish markets overseas grow. that's all from the nikkei. back to you. >> thank you for that. now responsible for foreign affairs she is speaking on...
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152
Nov 4, 2015
11/15
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CNBC
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lemonis: and what are the margins on that? gary: that's about 60%. -lemonis: double the margins? -gary: yeah. lemonis: and what does it take to run this place a month? what does it cost between mortgage payment, utilities, payroll -- everything? gary: i would guess $18,000. lemonis: so, gary's explained that he does $150,000 a month in business. i asked him what his margins are, and he told me 30% on fresh fish and 60% on prepared foods. half and half is the business mix. if i take 45%, which is the average of the two, across $150,000 in revenue, that's $68,000 in gross profit per month. he then tells me that his expenses are $18,000 a month. that would leave him with $50,000 in net profit at the end of the month. there's almost $70,000 in gross profit, and the expenses are only $18,000. gary: no, that was -- you know what? that's way off. there's just a lot of expense that's associated with running the business. lemonis: so what's that? like, give me an example. gary: those are loans, the mortgages, we borrowed money from people for construction, and i have vendors that i couldn
lemonis: and what are the margins on that? gary: that's about 60%. -lemonis: double the margins? -gary: yeah. lemonis: and what does it take to run this place a month? what does it cost between mortgage payment, utilities, payroll -- everything? gary: i would guess $18,000. lemonis: so, gary's explained that he does $150,000 a month in business. i asked him what his margins are, and he told me 30% on fresh fish and 60% on prepared foods. half and half is the business mix. if i take 45%, which...
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81
Nov 24, 2015
11/15
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BLOOMBERG
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eye 81
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they did miss earnings estimates driven by higher mix of low-margin family dollar products.stock has been dogged by liquidation integration issues for six months, but this could signal investors think these problems are coming to an end. turning to two stocks moving down -- priceline and american airlines are down on the state department global travel alert. these companies share something in common -- significant revenue u.s. d from outside the this could mean these stocks may domesticorm with more revenue and after today, that possibility is stronger with both priceline and american airlines trading below all their major moving averages. abigail doolittle reporting live from the nasdaq. as mark crumpton has been reporting, the french president and president obama declared unity in fighting islamic state today. complicating matters is turkey downing a russian jet which has complicated the international campaign against islamic state. erik schatzker spoke with the former u.s. ambassador to greece and former u.s. ambassador to nato. >> it's going to be interesting if they can
they did miss earnings estimates driven by higher mix of low-margin family dollar products.stock has been dogged by liquidation integration issues for six months, but this could signal investors think these problems are coming to an end. turning to two stocks moving down -- priceline and american airlines are down on the state department global travel alert. these companies share something in common -- significant revenue u.s. d from outside the this could mean these stocks may domesticorm with...