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Leventhal. We are basically at the highs of the day, call it a 500point gain, the s p 500 good for 1. 5 . Nasdaq which was negative very early today is back above 12,000, thats a gain of 1 . The small caps have had a tremendous run of their own. The russell 2000 is up by better than 2 . Josh brown, if i told up that the dow on march 23rd hit a low of 18,213 and we have had a 12,000point rally since then, you would say what i would say this is why people who are not only invested for long term by continually adding to their investments, 401 k s or automated advisers, et cetera, have done themselves a huge favor people on the other side of that debate who think their job is to wake up every morning and make in our out decisions have not done themselves a favor. Im 43 years old im pretty sure ill see dow 100,000 someday. Is he you have to orient your mentality in order to get to days like today. If your mentality is oriented toward trying to outsmart everybody all the time, you dont get to participate when the markets done what its just done its remarkable youre at a loss for word. When you think of that magnitude in the greatest crisis within the last hundred years, coupled with an economic crisis and Everything Else thats gone on with this and you could have a 12,000 point rally from the low to top dow 30,000. Its astounding. It is astounding. Its been a long journey but we have to thank the fed and the monetary policies theyve been doing and thank congress for getting several fiscal pack ands in ord ages in order. The market is rallying because theres actually a will the of go lot of good news out there its not perfect its good news from a health point of view but it probably means well see better growth in 2021 and see more profits in 2021 and people expect it. Are we pulling forward a little bit . Maybe. But you add in thei yellin news yesterday, we can settle in and play off of there. Heres the state of play, as i see it i want to discuss this on the other side president biden, no trade wars or tariffs, a big jump in capex, a big snap back in earnings, pull yellen and powell equals the perfect scenario for stocks, does it not . Wow, scott, you just got me really excited thats like christmas comes early. The question that comes from that is have we already anticipated that in the market im going to say know. This is in keeping with what josh was saying. Lets just take one aspect, which is small caps. We are saying small caps have had the best month ever so the question is does that and anticipate, brought forward those gains . I have to give a strong answer of no. Small caps were in a bear market since the summer of 2018 he talked about small caps and specific stocks yesterday. Somebody it s listess is listen good news and say im going to take profits i dont think thats the right move youve got to be prepared for a multiyear gain. It fs funny you say that. Tell me if im wrong what i read to you is Like Base Case base case. Were going to have a vaccine. Were going to get some stimulus if you got yellen, you got yellen and if powell stays, you got the combination of yellen and powell we know were going to have better corporate visibility and the opacity that ceos had is now gone am i crazy no, youre not, scott to answer that question you asked at the top, what would you say . Id say thank god. Thank god for the vaccine. Thank god for the rally. Thank god we didnt completely destroy our economy. There are some who are still struggling to get back on their feet, theres no doubt about that a lot, a lot. Im glad you said it, there are a lot. 22 million americans, those of us who have been lucky enough to ride this, hopefully we will be generous and help where we can because that is direly needed, scott. Thats right. But nonetheless, to your point about whats going on in the market right now, yeah, it is pretty much a perfect storm. Its got a nonhawk janet yellen, she will likely sail through and be the treasury secretary. Good news on the vaccine front as i said back in april and may, scott, its going to be like the roaring 20s. I mean, we followed up the roaring 20s followed up some horrible stuff that was going on in our country and followed up another pandemic in 1918 with the roaring 20s. Same thing here. Some people want to get out. Some said theyll never get back on airlines are never get back on cruises thats crap. Ill get to that in a second. Byron was on a few moments ago in the show that precedes us and this plays into what stephanie was talking about, a long cycle thats going to last for years acknowledging, yeah, you may be paying a little much now, but youre going to it be rewarded down the road, which is why you can afford, in his view, to pay up right now even with the rally stocks, he says pay up now, youll be rewarded later dont fret it. The good news is is that you dont really have to pay up. Look at the top ten performers today. Every single one of them pretty much is a financial or energy stock. Wells fargo, ge, conoco phillips, simon property, ford, capital one. These stocks are still down 40, 50 from their highs this is not a scenario where the entirety of the s p 500 is on the 52week high list you look at small caps breaking above a twoyear consolidation period joanne is making a 20year high right now. Nobody is in that market its 6 of the Global Market cap in japan right now less than 10 . If you look at an average u. S. Investors portfolio, their japan exposure is like 1 or zero, and you can say the same for continental europe, latin america. China is outperforming the u. S there are opportunities everywhere and youre not paying up the way you were for momentum names and workfromhome names offer the summer the stocks might be up in the last month but i just look arou around, i see nothing but opportunity. The alternative to sitting in cash at 3 inflation you cut your purchase power in half why would anybody be do that that that has a time horizon you look at the socalled reopen stocks. Boeing is up 52 maybe this plays a little bit into what byron is saying but also the way josh described it and his points are well taken. Boeing is you up 52 this month. American airlines 30, delta 33, carnival 44, nordstrom 100, gap 36, kohls 56, macys 76 thats not a little stretch in some of those names despite all this good news that you talked about . In some sectors and subsectors i would agree with your comment, like the airlines. Macys 76 , gap 36, kohls 56 this is what were talking about in this return to normal that the market is absolutely sniffing out i would not own those retailers. Theyre in secular decline they got crushed so did the airlines. They can barely make a profit in good times you know ive been talking about sickcyclicals forever. Boeing, all they needed was that 737 max to get aprooproval, whi they did and all the aerospace companies, all of a sudden, like raytheon, those are buys raytheon, for example, beat Free Cash Flow last quarter by a billion dollars. Thats huge. So my point is you dont have to go to the lower quality companies. You can go to boeing, raytheon, marriott, wynn resorts, air products, these are all kwult companies with good Balance Sheets and theyve done an enormous job of cutting costs and getting their Balance Sheets and liquidity back in shape so they can benefit from the upturn next year. Cramer, who always delivers a good list for to us kick around, we thank him for that, we he has returntonormalcy stocks. Hes got probably 30 names on here he says i like to think you have to buy a couple of these vaccine winners on any weakness, though when it comes to retail, you say buy some period because theres no time to wait for a dip. That sort of goes against what stephanie is saying. Were showing you on the wall the names on cramers return normalcy lists there is the macys and there are the boeings and airlines like southwest and united you got to buy some of these like right now yes, you should this is where the beta is, the alpha is american airlines, got it. Disney pete talked about the unusual activity in disney, which we reloaded on, for that matter, comcast. The theme parks are going to drive a lot of business. Theyre already running black friday specials. I saw universal running that they say its going to sell out. You bet its going to sell out to stephanies part about the casinos. Ive got lvs and melco and that is continuing over there as well and then youve got boeing and a host of other travellegalitied nam travelrelated names carnival, 29 in a month and you know what is on their list, ge, go slow to go fast is their note its a long way its up 5, Something Like that . Operationally theyre turning things around. Larry culp is at the helm. Is this legit . Is this a new day for ge and its shareholders yes, because i think larry was making progress before covid. Then covid hit and they had the boeing problem as soon as they got fda approval, i thought it was a buy. Aviation is such a big part of the story and its great business for ge. You own this because its a restructuring story. It takes a long time i think theyre in the second or third inning they did a great job in breaking out margins in these past three q so people could see the line of sight and liquidity is pretty good eight restructuring but you have to have a couple of these in your portfolio not every investor, steph, can see the forest through the trees sometimes osh hr has the willingness to wait, the understanding that the process is long. I give you credit for whatever youre thinking, that that thing is sinking i think you do serve some credit for that stephanie, did ge get bailed out by the fed taking rates to zero and giving them an opportunity to refinance a lot of the debt thats been the problem with that story . Was it almost a Silver Lining for some of these companies that were in bad shape . Well, for sure. A lot of the industrials got help and improved their Balance Sheets and liquidity a lot of companies in general. I think about wynn resorts and marriott and think about all the things these companies did because they could thats what the fed is supposed to do in terms of helping the liquidity situation. Lets bring in ed on the phone. Are you there . Yeah, im here. Ed yardeni. What are you thinking im going to have dinner, maybe with the windows open. A lot to be thankful for the market was up because of janet yellen the market was up 48 when janet yellen had been the fed chair. I recall just about every speech she gave on the economy or Financial Markets tended to be bullish for the markets. Im looking forward to her now being at the treasury. She knows where all the doors are, keys to the doors are at the fed and i think youre going to see a continuation between a lot of cooperation between the treasury and fed secretary mnuchin decided to pull the plug on some of the money that was allocated to make loans with but im sure yellen will put that money right back im not sure were going to need all that much. I think the economy will do well on its own i think people are going to run out of their cabins with cabin fever. Theres a tremendous amount of travel and sightyi seeing and tourism going both ways. Youre a great student of market history, i know that. If i told you that at the depths of this crisis on march 23rd when the dow got down to 18,200 that we would have a 12,000 point rally before thanksgiving, youd have said what well, i did turn bullish on march 25th but i didnt expect it to test the february 19 high by april this market has run ahead of my bullishness. Im alongilooking for 4,000 by d of nextier b ieyear but it coule sooner my main concern is a melt up the problem now is were all getting excited about the potential and ive been talking about the roaring 20s for a while and i believe in that story, but i am concerned we may be getting ahead of the fundamentals here and thats largely because Interest Rates are near zero and now with janet yellen at the treasury, she a big proponent of running the economy hot, let the stimulus work, get everybody employed and dont worry about raising Interest Rates and certainly dont worry about inflation. I call the combination tfed consolidate the Balance Sheets and income states of the fed can we find a gig for bernanke and see how about the sec that would be perfect. There probably are some other names in mind for that job i would think so. So it sounds like you pretty much agree with bryon, who was on the previous hour while youre paying up now, you mention the only thing that worries you is the melt up but youre going to be rewarded down the road. Im thinking of the 2020s of having a lot of similarities with the 1920s previously we had the pandemic in 1918, 1919 after a world war. Millions died back then. Can you imagine sitting at the dinner table during thanksgiving in 1920, we just had a horrible pandemic following a horrible war and a terrible recession in 1920 here we can sit at the dinner table and say a vaccine will be out soon, maybe more than one vaccine and beyond that we know about all the Technological Innovations that are already proliferating that are likely to increase productivity. I do think product will make a very strong comeback in this environment. What do we have, 10 Million People still out of work so 30,000 doesnt mean squat no. So many of our citizens are struggling and hurting and thanksgiving thats right. And we need to take care of them were late with the stimulus i completely agree with that. This thing unfortunately hit at the same time as an election cycle. Hopefully well come to the rescue do we have a political wherewithal to do that, to get it done . I dont know. Well have to see. I would think mcconnell a and pelosi will get together to spend 5 billion to help those who need help. I sure as hell hope so. Thats ed yardeni joining us there. Jim lebenthal, i think your feed is back, right thank you the dow winners since dow 20,000, apple up 277 , visa 153, walmart 125, United Health 108 that continues or do we have a new group of leadership stocks for the next 5,000 to 10,000 points my opinion is i think youll have a new group of leaders but i think those stocks will do just fine. When you think about the rotation, a lot of these sectors, like financials and energy have just been obliter e obliterat obliterated. We were going through those reopening stocks if you talk about cruise lines and airlines, you cant think those are going to perform without energy performing. All of them are dependent upon demand picking up and energy with the price where they are and that its such a sliver of app overall market, youll see it explode higher. Youre going to continue to see that go on, that its going to be a couple of years of an opening economic expansion that favors cyclicals, financials, industrials as well. Its going to be fine, just going to be new leaders. Chevron is on his list. Its the only one that i own. And i do seown it because of tht dividend when they started cutting capex in march and june, by 6 million, they committed to that dividend and i know that dividend is covered. Im way overweight ndustrials. If energy rallies, thats great. I dont want to own too much in ter terms of the pure play Energy Stocks ill just own chevron and be happy. What about the names that arent stayathome plays obviously, maybe business has been pulled forward because of pandemic what about those who followed you into crowd strike . What do you think about that at this particular time if you followed me, youre up in it and i would not do anything with it its not part of the reopening but it benefits from a strong economy. The economy is going to continue to become more digital for the rest of our lives. That will not stop can you make the argument that the pace of it has accelerated but as we talked about last week, its not business pulled forward like theyre selling cars its more and more things, people and processes being put into the digital realm and the more you do that, the more you need strong end Point Security and crowd strike effectively owns that market, demolishing everyone in Cyber Security and the tam is enormous and it gets bigger every day my take on all of the work from anywhere stocks is to not think of them as work from home but think of them as work from anywhere you saw salesforce do something stored at the end of the week. So stephanie talks about this all the time, the need to not put all your chips on one square and hope thats going to work on a daily basis. Youve got to be invested across the board. Some days the economic cyclical stocks will look great and other days the secular growth names will look great and this is the push and pull you see in bull markets with powerful rotations beneath the surface. Last week 83 of the russell 2000 got above their 200 Day Moving Average you have a powerful bull market and not every stock is on the top ten every day. Some of these stocks are the focus by key banks today were going to kick it around after you tell us whats on the list so the firm giving an overweight rating, and slack is at sector weight, competition and price pressure from microsoft and maybe even google. They like the secular drivers such as the shift to digital that covid accelerated softwares got the starch techs rally. Compare that to the broader sectors 34 also highlighting a wall street journal headline saying that software is eating the world appreciate that john najarian, you got oracle and microsoft. You can talk about those or some of the others. All overweight for the most part yeah. Like em all, scott. There are things that we adopted and many of those like zoom put forward not just demand but put forward adoption, as josh has sad famously and that is 100 correct. So with a lot of that comes the demand or the need for the exact kind of Cyber Security, like you said, josh, with crowd strike. There are a host of names that i love in here, microsoft on the top of that list because it has to be because microsoft basically watches what anybody else does and then takes it. Look what they did to slack on the work side. They just crushed them thats why i think microsoft of all of these is the play because they have the wherewithal, theyve got the penetration with teams as well as their reoccurring revenue model that just says thats the one i want if i had to pick just one. But you dont have to pick just one. You can pick a handful of them and do extremely well. Josh, you dont own slack anymore. Am i remembering that right . Yeah, i got out what about some of those other names on the list . Workdays, service now, salesforce, microsoft . Some have done pretty darn well this year. Yeah, look. I agree with john. If theyre going to work, that are pretty much all going to work except for the ones that have trouble meeting really High Expectations and then theyll go in the penalty box for a quarter. So i think like you really want to ask yourself how many of these you can have in the context of app overan overall p. I dont think you want the portfolio to be in a giant a lot of them are going after the same customers and they will end up competing we dont know how soon that starts to happen but its not like oracle is sitting there and saying were just going to do databases. Its not like microsoft hasnt decided they want to ved thspred themselves out and be in all these different vert klicalvert. How big can these Companies Get without bumping into each other and competing on the sales i dont you want to be overloaded with them i just happen to own a couple of them but i wouldnt want to make a huge bet on them right here as a group and try to own all of them steph, the name on the list that youre interested in is fort net you call it under the radar. You own it were expecting to hear from the president of the United States momentarily from the Briefing Room were going to take you there live from the white house so if i have to jump in and interrupt you, please forgive me by fortnet its only up 11 . Its lagged all the Security Software companies i have a whole enough product set as well. They can address a lot of different clients with a lot of Different Things i like that story at this point. It a good run earlier this year. Gave a lot back but i like it for the long term. We do see the president of the United States and the Vice President entering the Briefing Room i want to congratulate everybody, the stock market, Dow Jones Industrial average just hit 30,000, weve never broken 30,000 and thats despite everything thats taken place with the pandemic. Im very thrilled with whats happened on the vaccine front. Thats been absolutely incredible nothing like that has ever happened, frankly, and i think people are acknowledging that and its having a big effect the stock markets just broken 30,000 never been broken, that number thats a sacred number, 30,000 nobody thought theyd ever see it thats the ninth time since the beginning of 2020 and the 48th time we have broken records during the Trump Administration and i just want to congratulate all the people within the administration that worked so hard and most importantly i want to congratulate the people of the country because there are no people like you. Thank you very much, everybody thank you. All right that was the president of the United States coming to the Briefing Room to focus on the fact that the Dow Jones Industrial average hits 30,000 for the First Time Ever. Brief remarks. The president called 30,000 a, quote, sacred number flanked there by the Vice President as they left the room after making those statements well take a quick break and come back. Coming up, a double upgrade for one stock up nearly 50 this year some of our experts own it well debate it next can you watch or listen to us live on the go on thcn ae bcpp back after this. Welcome back, everybody. Im sue herera pennsylvania certified the States Election results showing president elect joe biden as the winner of pennsylvanias 20 Electoral College votes. Milwaukee Election Officials meantime say the recount of the president ial election votes could be finish there by tomorrow and no later than friday swedens strictest Health Measures have gone into effect public gatherings of more than eight people are banned but restaurants and businesses can remain open. And spain announcing who will give the vaccine first when it becomes available . The Health Minister said health care workers, the elderly and seriously ill will top the list. Thank you, sue wells fargo double upgraded to outperform today at raymond james. That makes at least one of our panelists very happy today, one who has stuck with wells fargo through thick and thin the one who jim cramer said today, quote, my hats off to stephanie link all right, steph the stock is up, what, 20 this month . No congratulations just yet because the stock is still down 48 year to date its other turn around its taken longer than i expected but the new ceo is now there over a year and hes tired an entire executive team i do think youre going to start to see results theres speculation that theres asset sales and they hammered the expectations terms of estimates. They cut them dramatically and cut the dividend theres only nine buys out there from the sell side i continue to hold it. Its cheap ill stay patient. Is there enough good all the bad news is out. Is there enough good news to continue to carry the stock higher or after the snap back that the stock has had, is it sort of out of breath in. Well, i think they dont have to do much to have the stock do a lot better its confidence at this point, right. So thats what i think that cha charlie sharp has to bring to investors. He has to have a story to tell, though, right . He cant just be cutting cost to your point i do think earnings have troughed not much has to go right for earnings to get a little bit better, slowly but surely. A steep yield curve will help certainly along the way but im not counting on that im counting on the turn around and the execution to be flawless you need like a tun arouturn etf. You got wells in there, you got ge in there. Sound like every time we talk to you, its a turn around story, thats a turn around story you make a lot of money in a turn around story. I have about five names out of a portfolio of 50. I have to be patient and right size them along the way. But ive been adding to wells the last couple of weeks and i would continue to do so. Its still down so much it trades at. 8 times tangible value. You have wells calls . I do. To stephanies point, this should be one of those stocks where you do get aalpha as well. Thats going to filter down rather than the down ones previously ill probably be in it for years. Before we go to break, lets take a check of the s p sectors on this historic day on wall street with the dow topping 30,000 for the First Time Ever best sector today is energy. Health cares at the rear. Were back, two minutes. Ork witr to help you build a flexible wealth plan. Youll have access to taxsmart investing strategies, and with brokerage accounts online trades are commission free. Personalized advice. Unmatched value. At fidelity, you can have both. This was the theater i came to quite often. The support weve had over the last few months has been amazing. Its not just a work environment. Everyone here is family. If you are ready to open your heart and your home, check us out. We thought for sure that we were done. And this town said not today. Its time you make the rules. And this town said not today. So join the 2 Million People who have switched to xfinity mobile. You can choose from the latest phones or bring your own device and choose the amount of data thats right for you to save even more. And youll get 5g at no extra cost. All on the most reliable network. So choose a data option thats right for you. Get 5g included and save up to 400 dollars a year on the network rated 1 in customer satisfaction. Its your wireless. Your rules. Only with xfinity mobile. Dow Still Holding above 30,000, 30,063, a new record for the dow today. Doc, unusual activity. What do you see . Well, ive really got two stocks, scott, that ill say are reopening stocks what a surprise. Saber, sabr, scott early on somebody stepped in and bought 6,000 calls very quickly. January 12 1 2 calls with the stock around 11 even at 11 scott, its a recovery but its nowhere near where it was and i think it goes a lot higher its less than half of the year high right now so thats sabre on the travel side then switching gears over to mortgages, rocket mortgages, rkt, this is a 40 billion company. Mortgages is what they do, a whole bunch of different loan packages as well, scott, in this one theyre buying north korext wee1 calls, love the up side of this one, like the way theyre positioning themselves within the group. Ill be in this one probably until the middle of next week. Good stuff. Thank you for that lets answer some of your questions now. First up is a video question for stephanie link on xpo for maggie hi, my name is Maggie Whiteman im wondering if you would keep xpo through the Christmas Season or sell it right now steph, what do you think . Xpo logistics . I like it very much, maggie the Logistics Industry it s in the sweet spot right now and this company is doing a great job focusing on profitable growth and i like it for the long term, not just through christmas. A steve weiss name, serrat name and stephanie link name its a video question for farmer jim on thermotherapeutics from david in mime ammiami. Im a vascular surgeon in miami. Im interested in buying it and interested in buying pull options. Any snouts. How about it, jim okay. Well, i think you know this is a company i very much like, david. By the way, its name is thermofisher, tmo. Its off 18 from a recent high. It just got ahead of itself. The price is back from a month and a half ago i dont like the call option unless you tell me you have a catalyst for the next three month of why its going to pop i dont suggest using call options, you buy the stock and hold it for the next couple of years. Aging demographics are going to support this stock john in Savannah Georgia my handwriting is is terrible. John in savannah, georgia wants to know how you feel about uber. I feel uber confident that the stock is going to continue to make new highs. There are no sellers it is now above the high price from the ipo who is left to sell . Unless theres some kind of negative development where eem change their mind, all the resistance is now in the rear view mirror. This is a name i looked very stupid in when the pandemic began and then people realized that eats was going to pick up the slack. By this timene next year, were not going to to be talking about eats, were going to be talking about this company being a nationwide and global ult that will power us into the future of not having cars sitting in parking lots 21 hours out of a 24hour day. Uber will be bigger than ever in the recovery economy and i want to stay long this name coming up, the dow hitting 30,000 for the First Time Ever today. The key levels to watch from here and as we go to break, take a look at some of the stocks hitting new highs on this historic day on wall street. United rentals, caterpillar and fedex among them back after this break. And with brokerage accounts online trades are commission free. Personalized advice. Unmatched value. At fidelity, you can have both. Our vision is to be the best sports and outdoors retailer in the country with a mission to provide fun for all through strong assortments, value, experience over the years, weve given customers not just great products, but outstanding experiences. We cant wait to have customers nationwide have fun out there. All right. Welcome back time for futures outlook dow hitting a record 30,000 for the First Time Ever. Lets bring in Brian Stutland and bill baruch on what they see from here. Stut, you get the first crack. Dow 30,000 and beyond. Beyond, right when you get the industrials, 30 of the dow those things are racing ahead, and its looking at basically a vaccinated world and how that will look at it, and when you see, that you see low Interest Rates. You see yellen probably very accommodative to working with the current Federal Reserve system right now, and then you see a Biden Administration transitioning in, and all those things combined, looks like the market wants to push higher and push into those stocks that have been beaten down over the last few months and pushing higher. Dow 30,000 you know, obviously in the cards now in play. 40,000, like i said last week, scott. Still in the cards for 2021 by the end of this. Bill, how do you see it brian has made some great points yes, a lot of value in these industrial stocks, financials. In fact, as a Portfolio Manager i double my exposure in the industrials coming ahead of the election in october. There was a lot of value, great Balance Sheets what about the technicals right now . Were breaking out above the previous record high 30,000 is a big benchmark. Tremendous tailwind. A very nice channel that this thing is riding are. We can easily see 31,000 but i think well break out of that channel to the upside. Listen, adding to industrials is a longer term play but were seeing it very quickly happen right now. I think theres a big tailwind through 202 is seeing it from stephanie link brian, bill, see you on the other side well do final trades on the other side of this break heart monitors that let your doctor watch over you, just like you watch over your best friend. Another lifechanging technology from abbott, so you dont wait for life. You live it. Another lifechanging technology from abbott, with this seal, this restaurant is committing to higher levels of cleanliness. The expertise that helps keep hospitals clean, is helping keep businesses clean too. Look for the ecolab science certified seal. Were back well do final trades in a minute steph, have some business with you first though. Yes. You sold mcdonalds and bought tjx tell me why, please. I is with a up is a in mcdonalds did what i wanted it to do tjx was flat on the year and i think offprice is urge it the corner we even saw burlington this morning say secondquarter sales went from minus 39 to minus 6 so incrementally things are Getting Better i think this is a reopen stock people will go back and they like the Treasure Hunt hj is the best in the business. Did you see dollar tree thats the one that was absolutely ripping, right . Yes, absolutely ripping talk about a beneficiary especially because of the mix, consumers versus discretionaries. It was a great quarter. There it is, up almost 13 . You dont own t. Have you owned it in the past i dont own it. Ive owned Dollar General. I feel Dollar General is better run so i dont own it. I thought it was the dollar stores, one of them. Of course, i guess the wrong one. Stef, thanks why dont you give us a final trade while youre at it. Cocacola this is actually a reopen stock, and they have great product innovation, down 4 and pepsi up 4 on the year get at 3 dividend yield while you wait great balance sheet. The have a nice thanksgiving. Steph, see you on the other side, you, too. Jim i salk about vie cam scen viacom cbs hey, give a hat tip to g research gabellis research arm really been on this, and they have been helpful with me on this. For a long time. Jim, thanks for that. You have a good holiday as well. Doc, what have you got for me . Freeport, fcx, scott. Upside calls at the 24 strike bought i bought them during the show. Okay. Same holiday to you, god one josh brown, what have you got . Name a name. Staying long uber up 44 in the last six months and counting i think it goes higher. Covering my bases i dont know who im going to see tomorrow thanks, everybody. The exchange is now. Thank you thank you, scott hi, everybody. Welcome to the exchange. Im kelly evans. A huge milestone in the stock market today as the dow trades above 30,000 for the first time. Everything is working today, all 11 sectors are higher. In fact the underperformers, energy and financials are leading todays gains, and all of this is happening against a backdrop of slowing Consumer Confidence and rising covid19 cases across the country let get straight to dom chu. Hes got a broader look at

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