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May 28, 2014
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mike holland is chairman of holland and company. welcome back. >> thanks for having me. >> you own a lot of these big cap names, the apples, intels, google, microsoft, ibm. one of the questions we're asking today is are they basically fairly valued at these levels? some have had quite a run. >> if you just take a look at what you saw with intel, i think the answer is clear to me that there's very attractive potential upside to the stocks at these levels. intel is down two. rick santelli was just talking about a 1.45 treasury. that's an incredible pick up in yield, but the stock is also 14 times current earnings, so the earnings yield, if you put that upside down, is 7%. and plus you had another, you've got a double digit value when you buy intel today. we just heard the ceo. there's an attractive package of potential products and strategy going into the future. that's an impressive man. i think google is is similar. i think in the case of ibm, you have these similar stories with old tech, as they refer to them. >> i basically asked
mike holland is chairman of holland and company. welcome back. >> thanks for having me. >> you own a lot of these big cap names, the apples, intels, google, microsoft, ibm. one of the questions we're asking today is are they basically fairly valued at these levels? some have had quite a run. >> if you just take a look at what you saw with intel, i think the answer is clear to me that there's very attractive potential upside to the stocks at these levels. intel is down two....
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mike turner? go to loudobbs.com. and up next, the markets finished lower. a job supported that saw the unemployment rate move much lower. lower. michael hollandher our hands can save it connect your hands with ours and we can save our land, our water, our future. join us at nature.org the nature conservancy protecting nature, preserving life >> our word of the evening. at midday, it means to reject or renounce as an how speaker john boehner has just abdicated the creation of this situation. and sometimes they work so hard here to bring things out and it just doesn't work. but we get there eventually. on wall street, stocks ended lower. concerns about violent in the ukraine. the dow jones down 46, the s&p downgrade. altering indexes up 1% on the week. we wanted to get back to you immediately. gold ending a 1302 per ounce. the yield on the 10 year treasury down to 2.59%. joining me now is president of holland balanced fund who is always helpful in treating us out here. it's so great to view. >> i won't try to go through that definition again. so the market seems to have settled down. are we through this unsettled volatile period that has us loo
mike turner? go to loudobbs.com. and up next, the markets finished lower. a job supported that saw the unemployment rate move much lower. lower. michael hollandher our hands can save it connect your hands with ours and we can save our land, our water, our future. join us at nature.org the nature conservancy protecting nature, preserving life >> our word of the evening. at midday, it means to reject or renounce as an how speaker john boehner has just abdicated the creation of this...
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mike turner? go to loudobbs.com. and up next, the markets finished lower. a job supported that saw the unemployment rate move much lower. michael holland is with us next. stick with innovation. stick with power. stick with technology. get the flexcare platinum from philips sonicare and save now. philips sonicare hello. shopping for a used car with the right history? yeah. i don't want one that's had a big wreck. oh, our team tracks millions of accidents. yeah, doug to carfax... i got an accident report on vin# 1dc... moles? they dig up the facts. naturally. let carfax® help you find the right used car with the right history. i like it. start shopping now at carfax.com crestor got more high-risk patient bad cholesterol to a goal of under 100. way to go, crestor! yh! tting to goal is a big deal, especially if you have high cholesterol plus any of these risk factors. because you could be at increased risk for plaque buildup in your arteries over time. so, when diet a exercise aren't engh to lower cholterol, adding crestor can help. go, crestor! ♪ ♪ oh, yeah [ female announcer ] crestor is not right for everyone, like peoplwith liver disease or women who a
mike turner? go to loudobbs.com. and up next, the markets finished lower. a job supported that saw the unemployment rate move much lower. michael holland is with us next. stick with innovation. stick with power. stick with technology. get the flexcare platinum from philips sonicare and save now. philips sonicare hello. shopping for a used car with the right history? yeah. i don't want one that's had a big wreck. oh, our team tracks millions of accidents. yeah, doug to carfax... i got an...
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mike turner? go to loudobbs.com. and up next, the markets finished lower. a job supported that saw the unemployment rate move much lower. lower. michael hollands with us my dad has aor afib.brillation, he has the most common kind... ...it's not caused by a heart valve problem. dad, it says your afib puts you at 5 times greater risk of a stroke. that's why i take my warfarin every day. but it looks like maybe we should ask your doctor about pradaxa. in a clinical trial, pradaxa® (dabigatran etexilate mesylate)... ...was proven superior to warfarin at reducing the risk of stroke. and unlike warfarin, with no regular blood tests or dietary restrictions. hey thanks for calling my doctor. sure. pradaxa is not for people with artificial heart valves. don't stop taking pradaxa without talking to your doctor. stopping increases your risk of stroke. ask your doctor if you need to stop pradaxa before surgery or a medical or dental procedure. pradaxa can cause serious, sometimes fatal, bleeding. don't take pradaxa if you have abnormal bleeding or have had a heart valve replaced. seek immediate medical care for unexpected signs of bleeding, like unusual
mike turner? go to loudobbs.com. and up next, the markets finished lower. a job supported that saw the unemployment rate move much lower. lower. michael hollands with us my dad has aor afib.brillation, he has the most common kind... ...it's not caused by a heart valve problem. dad, it says your afib puts you at 5 times greater risk of a stroke. that's why i take my warfarin every day. but it looks like maybe we should ask your doctor about pradaxa. in a clinical trial, pradaxa® (dabigatran...