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Feb 4, 2012
02/12
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seagate was up 25%. amazon down 10% at one point. there's a lot of moves. i don't think it's that normal. so to me if i'm long it almost feels like it's giddy action. >> whirlpool was through the roof this week. >> but whirlpool, seagate they trade at very low multiples. any type of good news. other thing, whirlpool was a stock all but left for dead. people betting on the short side there and a pop. all of a sudden the numbers are better than expected. >> whether it's a fundamentally rise we're seeing in the markets, we did see a lot of fms today. 4% gains in citi. bank of america. for 2012 it's been a winning sector. >> it's been crazy since about a week before the end of the year. bank of america is up 40% just this year alone. in a lot of ways, when you look at the charts, they are approaching levels for instance when we fell off a cliff, the market fell off a cliff in july. now we're getting to a point where bank of america is back to $8. morgan stanley is through it. jpmorgan, citi, it's like crisis time is over. >> so what are we looking at this week?
seagate was up 25%. amazon down 10% at one point. there's a lot of moves. i don't think it's that normal. so to me if i'm long it almost feels like it's giddy action. >> whirlpool was through the roof this week. >> but whirlpool, seagate they trade at very low multiples. any type of good news. other thing, whirlpool was a stock all but left for dead. people betting on the short side there and a pop. all of a sudden the numbers are better than expected. >> whether it's a...
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Feb 1, 2012
02/12
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seagate technologies, one of the wincers on the nasdaq 100. the management saying their customers are basically willing to pay more for the product because they want to avoid any risk of not getting enough supply of hard disk drives. the company's forecast alleviating concerns about seagate's business being damaged by the flooding in thailand. upgrading the stock from buy to hold. on the move, take a look at broadcom despite weakness in europe. the chipmaker beat the street with the quarterly numbers. the mobile computing number being the key driver there. qualcomm rising higher after hours. maria, back over to you. >> the "countdown" is on to facebook's ipo filing that could happen any now. julia, we hear you've got an exclusive sneak peek of the inner workings of facebook. tell us about it. >> i did, maria. it looked like a pretty boring corporate office here. but it's very cool inside. all exposed, you know, steel beams and unfinished wood and concrete floors. i hear that mark zuckerberg and cheryl sandberg are to be in the office today and
seagate technologies, one of the wincers on the nasdaq 100. the management saying their customers are basically willing to pay more for the product because they want to avoid any risk of not getting enough supply of hard disk drives. the company's forecast alleviating concerns about seagate's business being damaged by the flooding in thailand. upgrading the stock from buy to hold. on the move, take a look at broadcom despite weakness in europe. the chipmaker beat the street with the quarterly...
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Feb 17, 2012
02/12
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>> oh, yeah. >> i want to ask why do you own seagate and not western digital?> there's not necessarily one particular reason. they're both very high-quality companies. at the time western digital was more effected by the thailand flooding. so i happen to own seagate. >> is there any sign that's going to cause them permanent market share loss? if that is a black swan but a temporary event, they can keep their market share and keep production eventually. wouldn't that have been a great buying opportunity longer term? >> absolutely it was. the idea was we should have bought both of them at this because the flooding has actually firmed up pricing and has allowed them to, you know, just generate an awful lot of earnings. >> why are you not as bullish on amd? >> again, it's just hard to compete with intel as the bottom line. >> uh-huh. >> i mean, and i'm not an expert on that. we've got a tech expert in our firm. it's just a hard row to hoe. >> okay, thank you so much for joining us today. >> you're very welcome. >> coming up, your next guest is stumped over stumph.
>> oh, yeah. >> i want to ask why do you own seagate and not western digital?> there's not necessarily one particular reason. they're both very high-quality companies. at the time western digital was more effected by the thailand flooding. so i happen to own seagate. >> is there any sign that's going to cause them permanent market share loss? if that is a black swan but a temporary event, they can keep their market share and keep production eventually. wouldn't that have...
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Feb 1, 2012
02/12
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seagate is also flying in today's session.ng quarter. >> thailand taking out a lot of production. steve russo saying, we're going to sell direct. it's an incredible average selling price up for disk drives. against the grain, 4.7% yield. murray says, we're speechless, too. and we've been bullish. jpmorgan says it's not sustainable. >> but it's really a tale -- we have breaking news before we continue this conversation. phil lebeau has the ford sales numbers. >> ford out with january auto sales. increase of 7.4%. that's a little below what the street was expecting. the street expecting an increase of 9.5%. ford increasing sales in january 7.4%. one other quick note on auto sales, vw out with january sales of an increase of 47.9%, best january sales for vw in the united states since 1974. guys, we'll have numbers all day long. back to you. >> thank you very much, phil lebeau. as we watch the ford stock, not too much of a reaction. still holding on to its gains right now. >> i have a vw bug. they really are amazing cars. >> a new
seagate is also flying in today's session.ng quarter. >> thailand taking out a lot of production. steve russo saying, we're going to sell direct. it's an incredible average selling price up for disk drives. against the grain, 4.7% yield. murray says, we're speechless, too. and we've been bullish. jpmorgan says it's not sustainable. >> but it's really a tale -- we have breaking news before we continue this conversation. phil lebeau has the ford sales numbers. >> ford out with...
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Feb 1, 2012
02/12
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and seagate, 22% earnings and revenue above estimates and cocoa is coo coo. back in the black giving strong guidance up 32.5%. but the man with the nuance, with all the details, bob pisani at the nyse. >> thank you, brian. for weeks we've had the same headlines on greece. now we have a new headline. greek finance official says a deal is only hours away. well, good heavens, all the banks are up. on somewhat better economic news. not great news, but there's ubi which is in italy, ing which is the netherlands, barclays, deutsche bank, all up about 5%. the good news about today is our markets are moving on news somewhat independently of europe, that makes my heart sing, believe me. we have techs 10-year high in the s&p tech index. i know it's nothing like it was in 2000. it's half of what it was, but the technology index sitting at a 10-year high. i think that's significant on great numbers today. we had great numbers from broad com yesterday. chip sector doing well. great numbers from sea gate and western digital up on that as well. finally, just want to note fi
and seagate, 22% earnings and revenue above estimates and cocoa is coo coo. back in the black giving strong guidance up 32.5%. but the man with the nuance, with all the details, bob pisani at the nyse. >> thank you, brian. for weeks we've had the same headlines on greece. now we have a new headline. greek finance official says a deal is only hours away. well, good heavens, all the banks are up. on somewhat better economic news. not great news, but there's ubi which is in italy, ing which...
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Feb 29, 2012
02/12
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among the biggest stocks that moved things this year sears up 112%, seagate up 64%. but it's really all about apple in terms of apple's move. it's accounted for a third of the big caps move this year to the big milestone. rick santelli over to you in chicago. >> well, thank you very much, bertha. you know what, mer vin king set us early on the track. look at the gilt, 10-year and uk. started rising up a baker's dozen 13 basis points. then the post ltro hiccup. up a mere 70 basis points. who wants to be subordinated to the ecb with respect to something like a haircut? then look at the bund. even though it's only up a couple bay si points, you can see the pattern. then there's our 10-year. look at the fact that gold's down $61, equities move lower. there's one conclusion to draw, that is somebody might be taking out a mop quantitative easing might be in a halt for now mode and i'm surprised to answer bob's question that you didn't see a much bigger move in 10-years. rates moving up, the risk trade debting modified and i think a lot of bankers working in central unison,
among the biggest stocks that moved things this year sears up 112%, seagate up 64%. but it's really all about apple in terms of apple's move. it's accounted for a third of the big caps move this year to the big milestone. rick santelli over to you in chicago. >> well, thank you very much, bertha. you know what, mer vin king set us early on the track. look at the gilt, 10-year and uk. started rising up a baker's dozen 13 basis points. then the post ltro hiccup. up a mere 70 basis points....
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Feb 1, 2012
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you've got for example seagate technology up 57% year-to-date. mantowoc up. netflix 77%.an you believe that? whirlpool again another big mover today up 33% year-to-date. >> guys, before we hit the street talk, number three about the restaurants booming, we have to get back to philip lebeau with more news on american. >> we have learned that american airlines does plan to drop all four of its employee pension plans, which means that those plans would then be thrown on to the shoulders of the pbgc. and what's interesting here is that the pbgc estimates that the american pension plan has assets of $8.3 billion and needs to cover $18.5 billion in benefits. so as you can imagine, this is yet another case where the pbgc, which is already under a lot of stress, guys, will be asked to cover more pensions for more employees. again, american planning to dump its four employee pensions. they will be replaced by 401k plans, again, if this is approved by bankruptcy court. >> pbgc will have to wait to see who's going to fund that one down the road. >> yeah. they're already underfunded.
you've got for example seagate technology up 57% year-to-date. mantowoc up. netflix 77%.an you believe that? whirlpool again another big mover today up 33% year-to-date. >> guys, before we hit the street talk, number three about the restaurants booming, we have to get back to philip lebeau with more news on american. >> we have learned that american airlines does plan to drop all four of its employee pension plans, which means that those plans would then be thrown on to the...
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Feb 15, 2012
02/12
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if you look at some of the other big names in the tech group moving forward, seagate another one. just kind of moved down. all down as we saw apple move to the downside. a group consistently hitting new highs. that's the home builders index. we had some hopeful comments from a couple building materials companies like maasco and owens corning. results they posted not that great. bottom line, a lot of optimism and hope on the spring home buying season. better turn out to be a good one. >> you're right. thank you very much, bob. let's switch on the "power lunch" power surge and drill down on the stories driving the day. a lot of them are moving parts right now especially considering there's a lot more uncertainty about greece following a report of a possibly delay in a second bailout package in the country, this after the market got a boost earlier news that china would continue to invest in eurozone debt. the euro fallen to lowest level in more than a week for the dollar. let's bring in mark chandler from brown brothers. good to see you again. welcome back. >> thanks, sue. >> you sa
if you look at some of the other big names in the tech group moving forward, seagate another one. just kind of moved down. all down as we saw apple move to the downside. a group consistently hitting new highs. that's the home builders index. we had some hopeful comments from a couple building materials companies like maasco and owens corning. results they posted not that great. bottom line, a lot of optimism and hope on the spring home buying season. better turn out to be a good one. >>...
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Feb 3, 2012
02/12
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remember seagate, the hard drivemaker? they've dodged the bullet on thailand.ontinue to get those out there at a good margin. dell performing well these days. and yahoo! with the new ceo and potential of selling those asian assets, not the dog it once was stockwise. sue. >> jon, thanks a million. all right. stocks soaring on the latest jobs report. the dow crossing the closing high of 12,810 reached on april 29th. and it's just points away from the intraday high. so, how should investors play this market right now? let's bring in our power player, barbara. >> nice to see you. >> do you think this rally is durable? do you think it will continue or is it going to be one of these cases where we see the lion's share of the gains in the first or second quarter of the year? >> we spent the better part of last year calling for a call for double dip recession in the u.s. we think the rally we've seen so far has been on somewhat of low volumes. we still think it probably has a little more to go. there's been a meaningful change in the macro economic data. we think the l
remember seagate, the hard drivemaker? they've dodged the bullet on thailand.ontinue to get those out there at a good margin. dell performing well these days. and yahoo! with the new ceo and potential of selling those asian assets, not the dog it once was stockwise. sue. >> jon, thanks a million. all right. stocks soaring on the latest jobs report. the dow crossing the closing high of 12,810 reached on april 29th. and it's just points away from the intraday high. so, how should investors...
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Feb 14, 2012
02/12
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want to look at names like seagate first because of the run they've had. >> we had this discussion howdices, if you look at the nasdaq 100, year-to-date with apple it's up 12.8%. without apple it's up 9.4%. so apple in and itself for the nasdaq 100 is three percentage points of performance this year. >> that's a problem then. if there were a problem down the line with apple, consequences for the broader market. >> enjoy it on the way up because you'll feel it on the way down. >> starbucks clocking in as a target of a nationwide protest. will it impact the brand. we'll talk to the man behind the action in just a few. 0 wanna know the difference between a trader and an elite trader? it's this... the etrade pro platform. fast. beautiful. totally customizable. finds top performing stocks -- in three clicks. quickly scans the market for new trading ideas. it can even match options strategies to your goals and lets you see the potential risk and reward. and, it also comes with a dedicated elite service team. got it? get it. good. introducing new etrade pro elite. ♪ in the works package, we c
want to look at names like seagate first because of the run they've had. >> we had this discussion howdices, if you look at the nasdaq 100, year-to-date with apple it's up 12.8%. without apple it's up 9.4%. so apple in and itself for the nasdaq 100 is three percentage points of performance this year. >> that's a problem then. if there were a problem down the line with apple, consequences for the broader market. >> enjoy it on the way up because you'll feel it on the way down....
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Feb 13, 2012
02/12
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seagate has been up the most.f that one gives up the ghost, i'm going to give it up. >> "squawk on the street" back in a moment. what if you had thl night-vision goggles, like in a special ops mission? you'd spot movement, gather intelligence with minimal collateral damage. but rather than neutralizing enemies in their sleep, you'd be targeting stocks to trade. well, that's what trade architect's heat maps do. they make you a trading assassin. trade architect. td ameritrade's empowering, web-based trading platform. trade commission-free for 60 days, and we'll throw in up to $600 when you open an account. want to protect the house. for 60 days, right. but... home security systems can be really expensive. so to save money, we actually just adopted a rescue panther. i think i'm goin-... shhh! we find that we don't need to sleep that much. there's an easier way to save. geico. fifteen minutes could save you fifteen percent or more. ♪ >>> "squawk on the street" live from the financial capital of the world. opening bell
seagate has been up the most.f that one gives up the ghost, i'm going to give it up. >> "squawk on the street" back in a moment. what if you had thl night-vision goggles, like in a special ops mission? you'd spot movement, gather intelligence with minimal collateral damage. but rather than neutralizing enemies in their sleep, you'd be targeting stocks to trade. well, that's what trade architect's heat maps do. they make you a trading assassin. trade architect. td ameritrade's...