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Apr 22, 2015
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tim seymour joining us on the fast line. again as tim said, it would be catastrophic if these audited financials don't get released tonight. we're awaiting them. as soon as they come out we'll bring him to. >> up next an unlikely partnership between audi and amazon. details avenue service. still ahead today was a big day for earnings but tomorrow could be even bigger. you may see a huge move in google. much more "fast money" straight ahead. >>> a new venture from amazon could help solve the problem where to deliver package when is no one is home. "new york times" is reporting amazon partnered up with audi. customers who order on amazon and drive audi, they can give permission to unlock their trunk. what could go wrong? >> what could go wrong with that whole thing, right? would do you that? >> this is true. >> you're mr. technology. >> i never bought anything on amazon. >> online period. >> on the line. >> i lus hayou also have a pick. >> give me a trade on amazon. please? >> i think visa showed it can make money and he'll rev
tim seymour joining us on the fast line. again as tim said, it would be catastrophic if these audited financials don't get released tonight. we're awaiting them. as soon as they come out we'll bring him to. >> up next an unlikely partnership between audi and amazon. details avenue service. still ahead today was a big day for earnings but tomorrow could be even bigger. you may see a huge move in google. much more "fast money" straight ahead. >>> a new venture from amazon...
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Apr 10, 2015
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your traders are tim seymour, steve grasso, brian kelly and guy adami. here's what's on the "fast track" tonight. the apple watch hype overshadowing an apple downgrade today. hear what tim cook has to say about the preorders in a cnbc exclusive coming up. >>> and the hong kong market hot right now, but for how long? we'll tell you how to play the big rally. we start off with our top story. general electric powering the dow higher today. ge closing up nearly 11% with trading volume nearly 300 million shares. the company announcing a massive restructuring this morning. it is selling most of its ge capital and real estate assets and is instituting a $50 billion buyback program, this for a stock that has not done that much under their ceo. >> looking at the comparison between a honeywell for example and a general electric over the last 15 years, let's say since pre-2000, there is no comparison. honeywell has completely outperformed. both stocks trade around 15 1/2, 16 times forward earnings, but we've said a number of times, ge needs to get back to being gene
your traders are tim seymour, steve grasso, brian kelly and guy adami. here's what's on the "fast track" tonight. the apple watch hype overshadowing an apple downgrade today. hear what tim cook has to say about the preorders in a cnbc exclusive coming up. >>> and the hong kong market hot right now, but for how long? we'll tell you how to play the big rally. we start off with our top story. general electric powering the dow higher today. ge closing up nearly 11% with trading...
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Apr 21, 2015
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tim seymour. >> i bought yahoo! today.op at the core. >> you love saying that. >> dupont. i think there's a great bet. it's right on support. 70 bucks. >> despite oil being down over 2% today, you stick with commodities. you buy gsg. >> that full house thing, we've got to replay that. >> i hope so. it was classic. >> nice job, newburgh. >> a few suckers out there sell jack in the box, you're making a mistake. buy it off cmg. >> by the way, big check here. yahoo! still higher in the session. see you again storm for mor "fast money." meantime "mad money" starts right now. >>> my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. >>> hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want the to make friends. i just want to make you money. my job is to educate and teach you. call me at 1-800-743-cnbc or tweet me @jimcramer. tonight i want to take a step back. and
tim seymour. >> i bought yahoo! today.op at the core. >> you love saying that. >> dupont. i think there's a great bet. it's right on support. 70 bucks. >> despite oil being down over 2% today, you stick with commodities. you buy gsg. >> that full house thing, we've got to replay that. >> i hope so. it was classic. >> nice job, newburgh. >> a few suckers out there sell jack in the box, you're making a mistake. buy it off cmg. >> by the way,...
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Apr 10, 2015
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your traders are tim seymour, steve grasso brian kelly and guy adami. rack" tonight. the apple watch hype overshadowing an apple downgrade today. hear what tim cook has to say about the preorders in a cnbc exclusive coming up. >>> and the hong kong market hot right now, but for how long? we'll tell you how to play the big rally. we start off with our top story. general electric powering the dow higher today. ge closing up nearly 11% with trading volume nearly 300 million shares. the company announcing a massive restructuring this morning. it is selling most of its ge capital and real estate a
your traders are tim seymour, steve grasso brian kelly and guy adami. rack" tonight. the apple watch hype overshadowing an apple downgrade today. hear what tim cook has to say about the preorders in a cnbc exclusive coming up. >>> and the hong kong market hot right now, but for how long? we'll tell you how to play the big rally. we start off with our top story. general electric powering the dow higher today. ge closing up nearly 11% with trading volume nearly 300 million shares....
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Apr 2, 2015
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as the trading starts then. >> tim seymour, are you going to trade the number tomorrow?going to be hiding easter eggs, kelly. what can i tell you? i tell you what, i think the market is going to be prepared for a number that's somewhere up the middle here frankly. i think when people were talking about the number mike talked about on the weaker side other guys on the stronger side. if you look at the long end of the curve, we're probably 35 off of what is the recent top. i think we'll probably trade up to there. i don't think you jump in and trade the number tomorrow. i think what you're seeing in markets a lot of reversion trades are what people are putting on. the euro was oversold no matter what you say, even if you think fundamentally we're moving higher on dollar. emerging markets today. out-performance over the last couple days. people are getting comfortable with the fed and possibly a june move which i think they have to two do. therefore i don't know that tomorrow's number is going to be as poshtsimportant as people think. >> i'm wondering about wages. this came
as the trading starts then. >> tim seymour, are you going to trade the number tomorrow?going to be hiding easter eggs, kelly. what can i tell you? i tell you what, i think the market is going to be prepared for a number that's somewhere up the middle here frankly. i think when people were talking about the number mike talked about on the weaker side other guys on the stronger side. if you look at the long end of the curve, we're probably 35 off of what is the recent top. i think we'll...
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Apr 15, 2015
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we have "fast money" trader tim seymour.tarted to fade away but nasdaq above 5,000, glass half empty or half full? >> my glass is half full. definitely the u.s. markets are trading better they've overcome technical levels on 2085 on the s&p. draghi showed the downside risks are fading emerging markets are moving higher. it's interesting to see how the tail wind is actually good for those economies. i think the banks are giving you what you need. we'll hear from netflix and some of the high flyers. there's been enough for everybody in a low expectation environment that we continue to trade sideways to hire. >> larry, the bank earnings have come in better than expected. expectations were so low, right? >> we talked about this i don't know if it was late week or the week before. c & i loans, business loans are growing, up 15% from year to year. most of that is thanks to the midsize bank that's a healthy sign. makes me optimistic. i'm actually stunned, still in recovery because of the clip that sara eisen played with jack lew. i
we have "fast money" trader tim seymour.tarted to fade away but nasdaq above 5,000, glass half empty or half full? >> my glass is half full. definitely the u.s. markets are trading better they've overcome technical levels on 2085 on the s&p. draghi showed the downside risks are fading emerging markets are moving higher. it's interesting to see how the tail wind is actually good for those economies. i think the banks are giving you what you need. we'll hear from netflix and...
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Apr 23, 2015
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"fast money" trader tim seymour, welcome to you as well.rs' time in real terms the nasdaq needs to close much higher from leer. still, what is the significance of what we have just done? >> it is really a lagging indicator of how far this whole market has come. i don't think today's nasdaq to be honest really resembles the other one that much. so i think it is encouraging because of the can. kind of companies that are working right now, large organic growth companies but i don't really think that it is a signature moment for investors. >> we are up 7% year to date on that index. half of that coming from pharma and biotech. sharon at least those are areas where we see significant top line growth and now a lot of deal making. >> a lot of attention paid from retail investors from markets to these records. it is a far different nasdaq than it was 10 15 years ago but it is something that gives the individual investor another reason to say, hey, i need to be in this market or i am going to be missing out. >> as we talk about the nasdaq google is
"fast money" trader tim seymour, welcome to you as well.rs' time in real terms the nasdaq needs to close much higher from leer. still, what is the significance of what we have just done? >> it is really a lagging indicator of how far this whole market has come. i don't think today's nasdaq to be honest really resembles the other one that much. so i think it is encouraging because of the can. kind of companies that are working right now, large organic growth companies but i don't...
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Apr 24, 2015
04/15
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tim seymour, david seeburg, steve grasso and guy. here's what's on the fast track the apple watch being released but not everyone is handling with care. the guy that did a tear down of the watch to tell you what he found and the mining stocks on fire today. is it too late to buy into the move? we'll debate it. start off with our top story the nasdaq closing at its highest level ever and we are in the center of it all. amazon, microsoft flying on the back of earnings but the sector is not showing green. chip names like intel, broadcom, qualcomm all sitting out today's rally. are these semiconductor stocks flashing a warning sign for the tech rally or do we take google, microsoft, amazon as heavier weights. >> when it's time for chips, but broadcom to me, qualcomm we've talked about for a while been a disaster since july and will continue to be as disaster. qualcomm -- broadcom not expensive, great quarter. we caution and said listen this thing traded up to 47.5, 48 back at the start of 2011, be careful. if it spikes there post earning
tim seymour, david seeburg, steve grasso and guy. here's what's on the fast track the apple watch being released but not everyone is handling with care. the guy that did a tear down of the watch to tell you what he found and the mining stocks on fire today. is it too late to buy into the move? we'll debate it. start off with our top story the nasdaq closing at its highest level ever and we are in the center of it all. amazon, microsoft flying on the back of earnings but the sector is not...
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Apr 2, 2015
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tim seymour, david seaburg, karen finerman and guy adami. here's what's on the fast track tonight. one area is starting to break out, not in the u.s. we'll show the chart and the sector that is starting to take off. and our call of the day, tesla catching a bid and it's not because of a tweet. so we'll tell you how to play the bullish comments out of one wall street firm. but we start with a developing global story here. oil selling off today on framework for a nuclear deal with iran has been reached. we've got the details back at headquarters. michelle. >> after more than a year of negotiations, everybody involved said they have the framework for a deal that the white house says means iran would need a full year in order to create a nuclear bomb. here are details. iran will go from 19,000 to 6,104 centrifuges. their four-door facility will no longer enrich uranium for 15 years, they will only enrich at their facility. inspectors will have access to mines for 25 years. centrifuge manufacturing will be frozen under continuous surveillance, and the u.s. and e.u. nuclear related sanct
tim seymour, david seaburg, karen finerman and guy adami. here's what's on the fast track tonight. one area is starting to break out, not in the u.s. we'll show the chart and the sector that is starting to take off. and our call of the day, tesla catching a bid and it's not because of a tweet. so we'll tell you how to play the bullish comments out of one wall street firm. but we start with a developing global story here. oil selling off today on framework for a nuclear deal with iran has been...
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Apr 16, 2015
04/15
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tim seymour, steve grasso, brian kelly, and guy adami. netflix up 18% hitting an all-time high. not sell yet. the stock is going to 900 bucks a share. we have the details. >>> and a bold prediction on greece from dennis gartman. find out why he's worried about the action in europe. >>> plus stock therapy. two biotech conferences coming up. which stocks can be big movers on the news. >>> strong dollar no more. the u.s. dollar dropping today on the back of comments from atlanta fed president dennis lockhart that the
tim seymour, steve grasso, brian kelly, and guy adami. netflix up 18% hitting an all-time high. not sell yet. the stock is going to 900 bucks a share. we have the details. >>> and a bold prediction on greece from dennis gartman. find out why he's worried about the action in europe. >>> plus stock therapy. two biotech conferences coming up. which stocks can be big movers on the news. >>> strong dollar no more. the u.s. dollar dropping today on the back of comments from...
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Apr 23, 2015
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let's go straight to tim seymour picking up on what john ford just talked about in terms of expenses.people are looking at the expense line, tim. you've been long google correct? >> yeah and the negativity going into this number is a setup. the capital intensity of the company has gone up. last quarter you were 20%. people want to see if that was a blip or this company is spending a lot more money. that's been one of the key arguments against google. we don't know what they're spending their money on their growth is desell rating. if you look at the risk/reward, i see 25% downside versus 5% upside. when i look at the company i think it's anythingoverly negative. the eu probe will be something that lasts some time. it's another one of the headwinds along with fx and deceleration in paid clicks. it's in the price. the ad tech world is really exciting for google. their scale and dominance will push a lot of money to those guys over facebook. >> since its march 5th high which was $577 the stock is down about 5% and it's been underperforming its peers as well as the nasdaq composite. so th
let's go straight to tim seymour picking up on what john ford just talked about in terms of expenses.people are looking at the expense line, tim. you've been long google correct? >> yeah and the negativity going into this number is a setup. the capital intensity of the company has gone up. last quarter you were 20%. people want to see if that was a blip or this company is spending a lot more money. that's been one of the key arguments against google. we don't know what they're spending...
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Apr 15, 2015
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tim seymour, steve grasso, dan nathan and guy adami. the massive addition of global subscribers has investors so excited to the tune of 12% in the afterhours. san dusk missing on earnings and the stock is taking a hit. and the ipo for onloon marketplace etsy pricing moments ago, 16 bucks a share. top end of the range. we'll bring you the latest headlines plus someone who says etsy could alreadiy be seen as takeover target. netflix trading at an all time high. it's all about the subscriber numbers. those were both beats and also reed hastings talking about retention as being a key driver for those numbers being so high. >> and their core argument was the unbundling is very good for us. at one point when hbo started talking about it, everyone said, hey, this is death for these guys because they have the real content. netflix is telling us we don't see this as mutually exclusive players in the same space. the international growth to me is what it's all about though. i think the domestic subgrowth is something that's probably seen its best
tim seymour, steve grasso, dan nathan and guy adami. the massive addition of global subscribers has investors so excited to the tune of 12% in the afterhours. san dusk missing on earnings and the stock is taking a hit. and the ipo for onloon marketplace etsy pricing moments ago, 16 bucks a share. top end of the range. we'll bring you the latest headlines plus someone who says etsy could alreadiy be seen as takeover target. netflix trading at an all time high. it's all about the subscriber...
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Apr 16, 2015
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tim seymour, steve grasso, brian kelly, and guy adami. netflix up 18% hitting an all-time high. one analyst says do not sell yet. the stock is going to 900 bucks a share. we have the details. >>> and a bold prediction on greece from dennis gartman. find out why he's worried about the action in europe. >>> plus stock therapy. two biotech conferences coming up. which stocks can be big movers on the news. >>> strong dollar no more. the u.s. dollar dropping today on the back of comments from atlanta fed president dennis lockhart that the fed's interest rate plans were being complicated by outside factors. today the move on the dxy not a big one but for the week it's down 1.8%. >> i thought it was a really big move. the way assets are responding to the dollar is exactly how they were not before so the correlations with the dollar have been broken and if you look at the things that are working here, emerging markets have outperformed the s&p by 10% over the last 20 days. this is a breakout that you haven't seen, a sustainable breakout that's getting to a place where you can make a cal
tim seymour, steve grasso, brian kelly, and guy adami. netflix up 18% hitting an all-time high. one analyst says do not sell yet. the stock is going to 900 bucks a share. we have the details. >>> and a bold prediction on greece from dennis gartman. find out why he's worried about the action in europe. >>> plus stock therapy. two biotech conferences coming up. which stocks can be big movers on the news. >>> strong dollar no more. the u.s. dollar dropping today on the...
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Apr 23, 2015
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our traders tonight are tim seymour, brian kelly, karen finerman and guy adami. google volatile and higher in the after-hour session. guy adami, opex 35% of revenue this quarter versus 37% of revenue in the previous quarter so down. >> that's what tim was talking about. that's the reason. it's hard to find another reason why the stock would be higher other than the fact that it's probably cheap, and other than the fact that i think people sold into this expecting a worse core. typically what happens is you do the inverse of what the stock is doing in earnings and we got this one right. now it's imperative the stock takes out the $600 level-ish that we topped out in 2013 or 2014 excuse me. welcome back karen. >> i think guy hit on it. it wasn't as bad as it could have been or as bad as people thought or as bad as stocks have been reflecting. it's had a real not good run in the last month or so and with the antitrust charges i think that maybe was the final straw for a lot of people so it could have been worse, and the bar was set low, so here we are up 25 bucks. >
our traders tonight are tim seymour, brian kelly, karen finerman and guy adami. google volatile and higher in the after-hour session. guy adami, opex 35% of revenue this quarter versus 37% of revenue in the previous quarter so down. >> that's what tim was talking about. that's the reason. it's hard to find another reason why the stock would be higher other than the fact that it's probably cheap, and other than the fact that i think people sold into this expecting a worse core. typically...
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Apr 24, 2015
04/15
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tim seymour, david seeburg, steve grasso and guy.atch being released but not everyone is handling with care. the guy that did a tear down of the watch to tell you what he found and the mining stocks on fire today. is it too late to buy into the move? we'll debate it. start off with our top story the nasdaq closing at its highest level ever and we are in the center of it all. amazon, microsoft flying on the back of earnings but the sector is not showing green. chip names like intel, broadcom qualcomm all sitting out today's rally. are these
tim seymour, david seeburg, steve grasso and guy.atch being released but not everyone is handling with care. the guy that did a tear down of the watch to tell you what he found and the mining stocks on fire today. is it too late to buy into the move? we'll debate it. start off with our top story the nasdaq closing at its highest level ever and we are in the center of it all. amazon, microsoft flying on the back of earnings but the sector is not showing green. chip names like intel, broadcom...