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May 25, 2023
05/23
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. >>> plus, holly newman kroft of neuberger berman warning on mispricing of the market >>> dow's down 40 points s&p remains positive but don't be fooled. it's really an nvidia story. nvidia and other tech players like microsoft and amd riding its wave we planned well for retirement, but i wish we had more cash. you think those two have any idea? that they can sell their life insurance policy for cash? so they're basically sitting on a goldmine? i don't think they have a clue. that's crazy! well, not everyone knows coventry's helped thousands of people sell their policies for cash. even term policies. i can't believe they're just sitting up there! sitting on all this cash. if you own a life insurance policy of $100,000 or more, you can sell all or part of it to coventry. even a term policy. for cash, or a combination of cash and coverage, with no future premiums. someone needs to tell them, that they're sitting on a goldmine, and you have no idea! hey, guys! you're sitting on a goldmine! come on, guys! do you hear that? i don't hear anything anymore. find out if you're sitting on a gol
. >>> plus, holly newman kroft of neuberger berman warning on mispricing of the market >>> dow's down 40 points s&p remains positive but don't be fooled. it's really an nvidia story. nvidia and other tech players like microsoft and amd riding its wave we planned well for retirement, but i wish we had more cash. you think those two have any idea? that they can sell their life insurance policy for cash? so they're basically sitting on a goldmine? i don't think they have a...
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May 9, 2023
05/23
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we do "final trades," we want to congratulate shannon on her new job she's going to be cio of neuberger bermanhe is about to start that great new job, and we hope she's back with us before we know it. so congrats. we've been thinking about you, and we're so happy to hear this great news all right. let's do "final trades." >> based off of technicals, crispr therapeutics. stock at $62.40. >> jenny >> devin energy. had a great quarter last night and they announced a 50% increase to their buyback operation. >> and berkshire hathaway, i came away from the weekend feeling very good about the succession and todd and ted and i feel like they did it right. >> all right you've had that stock for a good while. >> yes >> all right i'll see all of you on "closing bell" at 3:00 eastern time that does it for us. "the exchange" begins now. ♪ ♪ >> thank you very much, scott. hi, everyone i'm kelly evans. here's what's ahead. the death ceiling showdown we have had a lot of projections, june 1st from janet yellen, the street is guessing a week or two later. but what happens when we hit the s.e.a.l.ing? one of ou
we do "final trades," we want to congratulate shannon on her new job she's going to be cio of neuberger bermanhe is about to start that great new job, and we hope she's back with us before we know it. so congrats. we've been thinking about you, and we're so happy to hear this great news all right. let's do "final trades." >> based off of technicals, crispr therapeutics. stock at $62.40. >> jenny >> devin energy. had a great quarter last night and they...
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May 25, 2023
05/23
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i want to bring in neuberger berman, research managing director, daniel flax. this train? >> thank you, charles. nvidia we continue to like the name here. there is a lot more room to run over the next two years. other names in the space included advanced micro devices we like. the ceo and the team have been deliberate investing in very specific areas of server. they have taken share. we think there is additional value to be created over the next couple years. i will round it out with asml who makes very critical chip-making systems, the eub systems which are important to the next generation so lot a like still. charles: let me pick up on the amd conversation. i remember years ago they would do some good things and intel would crush them. they were do some good things, intel would crush them. to your point, managements is way ahead of intel. the stock 165, not long ago, year-and-a-half ago. could we talk about a move to get us back that much, retest that old high? >> i think there is room for significant up side. what's changed at amd is they're executing very c
i want to bring in neuberger berman, research managing director, daniel flax. this train? >> thank you, charles. nvidia we continue to like the name here. there is a lot more room to run over the next two years. other names in the space included advanced micro devices we like. the ceo and the team have been deliberate investing in very specific areas of server. they have taken share. we think there is additional value to be created over the next couple years. i will round it out with asml...
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May 30, 2023
05/23
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joining us is neuberger berman despite the tremendous run-up in japanese stocks outperforming the worldthink there's still a good opportunity here? >> hi, sara. thanks for having me yes, i do think so, because if you take a look at where japan's fundamentals are in terms of the economy, it's in a pretty solid position personal consumption is healthy, inflation is moderate. we've got an accommodative central bank and then a weak currency of course, the structural reforms you just mentioned about earlier, this is something the tokyo stock exchange launched at the end of march they basically announced to over 3,000 companies they have to get their act together in terms of capital efficiency and trying to improve roe and rie above cost of capital this has launched a flurry of buybacks going into next year we'll see more reforms coming through. next year we'll see tax exemptions for japanese investors investing into this market i think there's quite a bit more upside to be had in this market. >> it's so funny some of the reasons you listed for why you're bullish are reasons that investors ha
joining us is neuberger berman despite the tremendous run-up in japanese stocks outperforming the worldthink there's still a good opportunity here? >> hi, sara. thanks for having me yes, i do think so, because if you take a look at where japan's fundamentals are in terms of the economy, it's in a pretty solid position personal consumption is healthy, inflation is moderate. we've got an accommodative central bank and then a weak currency of course, the structural reforms you just mentioned...