Market not able to meet that sort of pricing expectation. Well, your Investment Committee today, joe terranova, jim laichb thal, pete najarian, and rob sechan is there anything, joe, that we can take away from peloton even maybe uber and lyft we dont know the numbers. They havent had a public quarter. Im not asking you to analyze the stock. You want the good news first . Sure. Its not smile direct now if you look at the stock, you say to yourself, what is it . Is it technology what is it exactly that we just brought to the market . Fitness is very difficult. Pete and i were just talking about this before the show you go back to 2002. Think about may of 2002. Nautilus was 45 nautilus is basically 40 million market cap at this point. A dollar fitness is difficult to offer on a public exchange. Think about vitamin shop, gnc. Now, you get the occasional Planet Fitness which is falling back to earth right now. But at the end of the day, it is difficult to get a Portfolio Manager confident a
The Halftime Report starts right now. Welcome, everybody. Its great to have you with us on this tuesday. We have a spectacular Investment Committee today as well. Yeah joe taranova, john and pete, kevin oleary, cnbc contributor, guitar player and youtube chef star well get to that in a minute. Bryn talkington from requisite Capital Management and Jeff Killburg of cck financial. Thank you very much. All right. Let us start now with the financials i think this is one of the sectors with Interest Rate moves and their relative importance in the markets, have you been happy with the numbers goldman, jpms you have seen very happy. Im long jpmorgan, citi, results from the financial everyone on the desk has done a fantastic job about talking about the potential opportunities. Pete and john had unusual activity in the last two weeks or so in the financials. Listen, if you could finally get kevin disagrees, but if you could get the financials to participate in a market that looks like its not pr
Okay. First, thanks for having me. Yess the last five years one of the largest shareholders of williams. Most of the last two years was on the board and resigned in late june along with five other quality directors. Six resigned in total. A different view of the management, specifically the ceo and ability of the six directors who stayed to assist and hold that ceo accountable. In some id say very much a 1970s board where theres six directors whose qualifications i question. Gotten on beal loyal and supportive of the ceo, whose record failed to meet expectations. We went through a long engagement around strategic initiatives, on and off again deal with Energy Transfer. That deal did not happen. Then the board had to figure who was the right leader . The right question for a board to ask. There were six very accomplished directors including the only sitting ceo, the chair of the head of the safety committee, the head of the Strategic Review committee and two largest shareholders who fel
Clients come in . Sandra pelosi faced a lot of backlash being caught on camera without a mask Walking Around the San Francisco salon that was closed under coronavirus restrictions. More on that in just a moment. And were just 61 days out to election day and President Trump and democrat you can nominee joe biden are back on the trail today. The two opponents hitting a paur of battleground states amid the nationwide conversation on Racial Justice and the surge is urban violence. Im sandra smith. Trace good morning, im trace gallagher. The former Vice President heading to kenosha, wisconsin today expected to meet with the father of jacob blake. Blacks shooting at the hands of Kenosha Police sparked rioting. Sandra it shows the president trailing by four points in North Carolina. The president s law and order message is resonating. When he saw violence in kenosha, wisconsin, it was a different story. Violence can happen anywhere if democrat leadership is left untethered. You know, democrat
Man claiming he acted in selfdefense. I couldnt sit there and watch them kill a friend of mine. I wasnt going to do that. What i will say i felt that my life and other people around mes lives were in danger and i felt like i had no choice but to do what i did. Sandra matt finn is live in portland. Whats the latest youre hearing about what happened last night . Sandra, it is being reported that the alleged shooter was somehow killed and for nearly a week now here in portland there has been so much talk about why police never publicly made arrests or identified any suspects in the brazen shooting of that proPresident Trump supporter last week. Even video circulating appearing to show the shooter and the alleged shooters name was reported and yesterday in a shocking interview the man thought to be the alleged shooter 48yearold Michael Reinoehl admitted to selfdefense in the shooting of Aaron Danielson. The man said he was in hiding. Now this morning in another twist that man, the alleged