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Jul 12, 2024
07/24
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earnings, we'll fire up an old school options act palooza to get you ready for results from netflix to ual to j&j and a bunch more. more banks, by the way. i'm tyler mathisen in tonight for melissa lee live from studio b at the nasdaq market site. on the desk, tim seymour, not on the desk, home, but he's here in spirit, courtney garcia, carter worth and bonawyn eison live on set. we start with the great market rotation or is it the great market broadening? whatever it is, it is nice. small caps which have been a clear underperformer this year jumping again today, bringing their gains since monday to 6%. that's the russell 2000's best week since november. the rate sensitive real estate sector the only s&p 500 group still in the red for 2024. it led the index this week up more than 4%. 4.4% to be exact. and the dow just up single digits this year versus a 20 plus percent gain in the nasdaq. jumped 250 points today, hit its first intraday record in nearly two months. it wasn't just a laggards playing catch-up. big winners of the er fr year from arm holdings, they were able to recoup much of t
earnings, we'll fire up an old school options act palooza to get you ready for results from netflix to ual to j&j and a bunch more. more banks, by the way. i'm tyler mathisen in tonight for melissa lee live from studio b at the nasdaq market site. on the desk, tim seymour, not on the desk, home, but he's here in spirit, courtney garcia, carter worth and bonawyn eison live on set. we start with the great market rotation or is it the great market broadening? whatever it is, it is nice. small...
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Jul 11, 2024
07/24
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apparently, for four star generals, the position of managing a country like ual security system and in world order. news shibekin's lightning, another enemy strike, five children are wounded. a ukrainian drone attacked a playground, two of the victims were in serious condition, the rest were in moderate condition, the youngest was 8 years old. a day after the shelling of poland by ukrainian nationalists. the choice of date is due to the fact that july 11, 1943 was the peak of massacres. then 150 polish settlements were attacked at once. the attackers did not spare anyone, neither old people, nor women, nor children. grandfather was cut into pieces, arms separately, legs separately, blood up to the room, a large puddle, my grandmother lies in the room, also brutal murders, the entrance was saws, hoes, scythes, axes, committed by gangs of a detachment of nationalists, incited by them ukrainian villagers, neighbors, poles who had previously visited them. the volyn massacre covers the period from 1900. 43 to 1947 until the destruction of the uunupa network, both organizations in russia are
apparently, for four star generals, the position of managing a country like ual security system and in world order. news shibekin's lightning, another enemy strike, five children are wounded. a ukrainian drone attacked a playground, two of the victims were in serious condition, the rest were in moderate condition, the youngest was 8 years old. a day after the shelling of poland by ukrainian nationalists. the choice of date is due to the fact that july 11, 1943 was the peak of massacres. then...
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Jul 17, 2024
07/24
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. >> of course, the stocks have struggled a bit in the last few months, but you look at ual, it's underrnings. i know that's not always exactly on face value, but what does that imply in terms of what we think this company can earning? so despite the -- they're trading at a 70% discount to the market. that's what they're trading at? it's not helping the cyclic cal it doesn't really exist, but premium i think it's going to be the best out of airlines, but overall not a good -- >> now, you said said what if boeing gets its act together? so the market will rationalize pretty quickly. that number will change up 5%, so i think in 2025, eventually it will deliver more aircraft so, i do think you're going to get this problem persist in the airline industry, because boeing will improve its delivery rate off covid levels today. i mean, is it workanswer? where does that all sit? is it expected deliveries? >> it's cut cam exa ton it probably won't by certified until 2026, if you think about new york markets, we're flying 40% more people into new york city versus pre-pandemic levels, so there's no
. >> of course, the stocks have struggled a bit in the last few months, but you look at ual, it's underrnings. i know that's not always exactly on face value, but what does that imply in terms of what we think this company can earning? so despite the -- they're trading at a 70% discount to the market. that's what they're trading at? it's not helping the cyclic cal it doesn't really exist, but premium i think it's going to be the best out of airlines, but overall not a good -- >>...
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Jul 19, 2024
07/24
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ual and alaskan beat on eps and guided lower this cycle.an is 1 o1$.06 a share. why is it a hold and not a sell? because of a forward pe of five it's very cheap. the thing to look for in this next earning's cycle is revenue per available seat mile. if that falls more than 6%, then the company is in trouble. the hold would become a sell. price action is horrible, valuation is compounding. >> scott, thanks very much. appreciate it. >>> let's get to shares of starbuck's popping higher. kate rodgers join us. >> reporter: starbuck's up around 5%. elliot investment management has built a sizeable stake in the coffee giant. they have been pushing the coffee giant on ways to boost the stock point. starbucks has been challenged in recent quarters in the u.s. and china. the report said elliot has been engaging with the company. it's fluid and possible they'll reach an agreement soon. unclear as well if it's seeking board seats at the company. starbucks is on its third ceo in the last three years. howard schultz having been in that position multiple t
ual and alaskan beat on eps and guided lower this cycle.an is 1 o1$.06 a share. why is it a hold and not a sell? because of a forward pe of five it's very cheap. the thing to look for in this next earning's cycle is revenue per available seat mile. if that falls more than 6%, then the company is in trouble. the hold would become a sell. price action is horrible, valuation is compounding. >> scott, thanks very much. appreciate it. >>> let's get to shares of starbuck's popping...
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Jul 15, 2024
07/24
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and his interests are represented by his father konstantin, yeah, so they now have 1/6 left, all 5/6 ualan’t live there, why? but because when this former roommate left the apartment, he took everything out of there, you showed us this apartment before program, let's see, here is my housing, which i got after my mother's death, i installed this door at my own expense, because the previous door was removed by my mother's ex-roommate when he left the apartment, he took out a feral car from there, this is already brought by me, he i took the water heater out of here, messed with the sewer system, now i need to buy new plumbing, my former roommate also left a bunch of debts on utility bills, there was no light, and indeed we just connected it yesterday, now we can even check that there is color in the shower there was a shower room in the room, but... he took it out, and i can’t live in my own apartment, and this is like a memory from my mother, and it really hurts me to look at it, and now i just have to rent a place, that is, for him in court we managed to prove the fact of living together
and his interests are represented by his father konstantin, yeah, so they now have 1/6 left, all 5/6 ualan’t live there, why? but because when this former roommate left the apartment, he took everything out of there, you showed us this apartment before program, let's see, here is my housing, which i got after my mother's death, i installed this door at my own expense, because the previous door was removed by my mother's ex-roommate when he left the apartment, he took out a feral car from...
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ual, united and plus with so much geopolitical risks, think about what would happen, american is flyinga started back up this month so european carriers have taken the middle eastern business away. >> i have to jump in because something you said caught my attention. corporate travel, obviously that is a big one of first class, business class, that's where airlines make their money and i want to push you because, do you really see corporate travel coming back? is to be a consultant for mckinsey and we were always flying to our clients but the pandemic did show you don't have to be in presence of what you think that's coming back? >> it's coming back because the one to one, that one to one meeting, there is still some value there and there is that boomerang impact which is for so long everyone has been on zoom and a board meeting for example, these board meetings that are virtual, board meetings need to be two or three days of people buried away so that is a lot of it that i want to say congrats on becoming mckinsey because that's the rolls-royce of everything. >> too bad i don't have a r
ual, united and plus with so much geopolitical risks, think about what would happen, american is flyinga started back up this month so european carriers have taken the middle eastern business away. >> i have to jump in because something you said caught my attention. corporate travel, obviously that is a big one of first class, business class, that's where airlines make their money and i want to push you because, do you really see corporate travel coming back? is to be a consultant for...
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Jul 11, 2024
07/24
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same thing, roughly, with ual. when you look at a premium air airline, you want to go to the international travel. when you came out of the pandemic, they beefed up, they bought a lot more planes, they had to keep up with demand, they bought bigger planes, they have better seating, so -- there's a whole thesis behind why they thought they were going to be successful. the market got ahead of itself. i would stick with the international-facing airlines versus the can domestic ones, because i think those are going to be the ones that recover quicker than the -- the domestic players. >>> coming up, pfizer positivity. the pharma giant higher after encouraging data on its weight loss pill. what does it mean for the sector? that's next. >>> and roger goodell in the hot seat. what he thinks about media rights deals and much more. back in two. (dj) can you hear me now? (runner) stay with me now! (teens) oooo! (woman 1) mírame ahora! (woman 2) get em now! (roger goodell) we're ready now! (woman 3) have fun! (fan) ooo, pinch
same thing, roughly, with ual. when you look at a premium air airline, you want to go to the international travel. when you came out of the pandemic, they beefed up, they bought a lot more planes, they had to keep up with demand, they bought bigger planes, they have better seating, so -- there's a whole thesis behind why they thought they were going to be successful. the market got ahead of itself. i would stick with the international-facing airlines versus the can domestic ones, because i...