Transcripts For CNBC Power Lunch 20171110 : comparemela.com

Transcripts For CNBC Power Lunch 20171110

Getting Roger Goodell on board of getting him out and half a significantly below netflix. Dozen on defense but will it all be enough to off he needs to get a majority like set declines in most of disneys businesses, most especially media. Big Bio Tech Companies say it is a two third thirds to get behi if you start to build moment momentum, maybe people can get on board moving well have more on the exactly, here are the things breakthrough and what it means for the company. That gone wrong the last few months and why are we paying him and Roger Goodell on the hot a lot of money it is an extraordinary amount seat his job being challenged by one of money of the most powerful and important owners in the league, right i should be paying a lot of jerry jones and the cowboys. Money too because i have been responsible for the revenue well talk about that more on growth power lunch which starts right hes over seen a real expansion of media revenue for the league the criticism of mr. Roger now. Goodell has been that in a welcome to power lunch. Crisis where it is ray rice or a down day for wales with the Ezekiel Elliott or deflate gate s p having the worst twoday and more of the national anthem, losing streak since august the s p is down by 5. 5 . Those are his final moments. Nasdaq down by. 1 . Thats what jerry jones was pointing at. Hey, we need him for collective bargaining deal with news corp gaining on the back of the results. Labor. If he does that, it matters. So thats really the trade off cvs is among out top performers which things owners find more and also positive for retail important to them. Do we know who the other owners stocks are which are dissatisfied we dont know the full list it is a lot of anonymous macys and kohls included sources that kind of thing it is touchy and a small group and only 32 guys a news alert on general all right, thanks. Lets go to street talk. Electric lets go to Morgan Brennan for time for street talk. That lets look at shares of General Electric up about 1. 5 we have a report that ge is first off here, aarons, they laying off sales staff and other employees in their software were adversely impacted by the division ge divisional. Hurricanes, history suggested of that could affect about 100 the after math of revenue ercvet people in americas also that it could be laying off people need to write new stuff some of the developers that you think they would, all right, create this software so why is this notable it is an all Retail Consumer ge spent billions in recent years to develop industrial street talk. Internet of things around former the analysts say yeah, amazon ceo. And this coming just ahead of lose large of the sector but he the highly anticipated four months in the making investor likes kohls off the mark and update from John Flannery on kohls should hold its own for the holiday and even if hes wrong of the dividends taking monday morning cost cutting, layoffs, long term out speculations and maybe Profit Guidance update, i did amazon should protect kohls ves divestures. Downside you can get the milk for free they have a relationship already. Because they want the boxes, if they will cut that dividend the stalls exactly so were getting comments about [ laughter ] finish line ungraded to an it under perform of 7 and and shares up more than 1. 5 yeah, a big day coming up aggressively under cutting nike we know the markets are not moving that much, but we have and adidas had almost no back to back stocks nfor this year. Analysts say finish line will investors may be using start burning negative cash flow todays news from washington, starting next year the delay in tax reform or they are losiing money. Doubts about it passing at all your final stock is zoeys as a reason to sell. We have just seen the market go higher and higher. The dow and s p on track to break an eight week winning kitchen. Another tough part of comps. Management says it is going to streak with the numbers we have seen so far. Slow new location growths and they are off more than 2. 6 for focusing on core the week nap is the one that we jeffery thinks that and a long follow really carefully. Now consumers are leading the with new items way. Banks are higher, energy among got a 16 target which on a 125 the losers and that is a stock of todays gain is more reversal in what we have seen than 30 upside. For most of the week it is been a tough year for gold prices are taking a hit zoeys investment. Here, down 11 brian and melissa some people point to the missile thank you. It is the Biggest Online retail day in the world attacks. Billions of dollars being spent so we will keep an eye on the on chinas single day. Will it be a boost to alibaba thats doubled this year precious metal starting the week higher with all of the deal chatter. It is quiet on capitol hill as today, they are really powering congress is closed for veterans the group higher trading in fact at record highs, very strong day. Next week, on taxes, well get you readfor y a wild weekend of results. More for the graphic chips and the chips used in driverless washington when power lunch returns. Cars and artificial intention. The gaming trip more than is the stuff that matters . Doubled. We know a lot going on in the the stakes are so high, media space. You hit it at the top of the your finances, show, but shares of news corp your future. Are higher by 7. 5 how do you solve this . You dont. After a Solid Earnings beat you partner with a firm that advises governments their after hours, every and the fortune 500, and, can deliver insight person to person, business growing for news corp and shares of disney on what matters to you. This is interesting to me. Higher after a weak earnings morgan stanley. Report because investors are excited about the new direct to every day, on every street, in every town, across america. Small businesses show their love to you. Streaming. It should be less than the price of what we see for netflix for with some friendly advice, a genuine smile and a warm welcome they make your town. Well, your town. Consumers. Back over to you thats why American Express is proud to be the Founding Partner thank you, well see you in just a bit on retail of Small Business saturday. The major indexes may be down a day where you get to return that love, for a second day, but investors because shopping small makes a big difference. Remain optimistic especially when it comes to technology so, on november 25th get up, get out, and shop small. Companies. According to bank of america, 1. 3 billion funds in just the rays always been different. Last year, he said he was going to dig a hole to china. Past week. Christina hooper is bullish on at t is working with farmers to improve irrigation techniques. Technology Global Equities specialist says remote moisture sensors use a Reliable Network it is different. To tell them when and where to water. So that farmers like ray can compete in big ways. Everyone sees to disagree with you, why is it a crowded trade china. Oh. He got there. You have Growth Investors thats the power of and. Looking at technology. You have Value Investors who for awhile saw that tech was trading at market values you have momentum chasers coming in when they start toout perform on a relative basis. So everyone is in the pool, if you will, and see the shake up we think were probably due for another one of those i guess you would disagree it is a crowded tray and it i cant wait for her to have that College Experience that i had. Is still an attractive trade the classes, were looking growth in the friends, revenues, earnings projected to the independence. And since we planned for it, that student debt is the one experience, im glad shell miss a lot of other sectors they are likely to do well whether or not there is success in the tax plan. When you have the right financial advisor, life can be brilliant. There is growth, which is ameriprise what powered it from the election basically until this day. Yeah, i think a lot of the excitement in the market right now, where the s p 500 is is because it is priced for legislative Perfection Technology stocks are priced because of fundamentals. If tech is crowded do you go welcome to the second hour of power lunch, i am michelle to energy. Oil having rallied back up to the high 50s here, energy also carusocabrera yes, the biggest shopping event of the entire world, alibaba had a really good move where we focus again is what are duo tax plans can start the gop the core driving of the economy. We like Consumer Discretionary we like industrials. Senate we see groul growth improving. What are these two American Men Health care is the secular doing in venezuela also financials, what is going our investigation is coming on with the flattening of the right up as power lunch starts yield curve. Concerns with tax reform right now. The pull back is an opportunity lets check the market right now at 2 00 p. M. In the east, for pull back there. Major index is strtrading slight give me your pie chart for liloer, dow and s p 500 of 500 2018 what percent in domestic equities and what percent in the nasdaq on pace to have its bonds cash let me start with my big pie first weekly loss in seven weeks. Disney, a bright spot right now in the dow rising after the chart. Company says its streaming within alternatives. Service will price substantially be over exposed. You certainly want some exposure to u. S. Equities below ne bel below netflix. We want to be discerning there take a look at blue apron. Focus on low evaluation stocks, and osks have add kuwa of cou after a rough week, it is moving higher today and take a look at roku after a kuwait exposure. 55 jump yesterday it may be emphasizing it is up another 22 today international equities, what brian. All right, tyler, thank you percent is international very much. Folks, we are three hours in to i would say about half to a what is, you may not know this, little more than have. What we know is most investors the biggest shopping day in the are under exposed. World. Now, dont rush your calendar. More than half of that is where it is not black friday you did not miss thanksgiving. We are today it is called singles day thank you President Trump continues his tough talk on trade. It is a chinese celebration of especially china as the countries have agreed to 250 in single hood and turning into a business deals hot selling day in alibaba kayla is live in beijing yunis, give our audience who are President Trump addressed the not familiar of singles day all apec summit on friday. That much of the scope and size of this. It is big 20 nations meeting half of the it is absolutely big. Global economy it is in the middle of the night his message is to be tough right now but singles day is a first. From this day forward, we will compete on a fair and equal major talker right now on social media. Basis. We are not going to let the people are complaining that they cannot get their orders in fast United States be taken advantage enough and thats probably not of any more. I am always going to put america so much of a surprise because w first, the same way that i are at 12. 4 billion estimates expect all of you in this room that this could break another record and go as high as to put your countrys first. 24 billion at the end of this trumps taking a harder line 24 hours period. There are interesting trends on trade comes just a day after showing up some of the top american sellers a visibly friendly state visit so far, apple, nike, new balance here in beijing. And the gap as well as as trump touted economic estee lauder and america is the nationalism, chinas president second top nation so far to xi stressed globalization saying chinese consumers on this self seclusion leaves one singles day. Behind the two countries still have International Brands are taken part more than ever before many areas of disagreement, but that having the u. S. Out of a 60,000 of them are International Major trade deal like the brands alibaba does want to showcase and news this day to showcase transpastran some of its new initiatives that Transpacific Partnership could help i think it is a good thing, it believes it is going to shake china and the u. S. Would figure up the Retail Industry in china. Out all of the concerns and what alibaba is trying to do is confrontations first i think that is more important leverage off of its online as a businessman platform and its users and use the technology and integrated priority into physical stores, the brick. The pacific rim countries at apec are still grapingle with and mortar, they have been showcasing one model of the the decision to wrau from the super market chain tpp deal it is hightech chinese version that would have encompassed more of whole foods and what they trade. Now they are leading the way for hope is happening in some talks with a new but smaller Experimental Stores is that deal among 11 nations. Chinese consumer would go in and use their mobile phone and scan though canada remains the loan information on various products holdout. And place orders online and guys, back to you. Those products would be delivered to their house within thank you, kayla in beijing half an hour or they can put for us lets get to the commodity desk. Right into their basket and when they go to the end of the process and want to check out, nine rigs were added in the there is a system that uses facial recognition so it scans United States this week. Your face to pay guys. Wow that is up less than three eunice thank you wow it was the highest number added our tech company here in the since june u. S. , high deirdre bosa. Supply and demand is a delicate hey, city group is predicting balance, that could tip the more than 30 jump in scales again, thats a two year transaction. They should take the final high back to you. Growth merchandise volume that thank you, bdisney shares gmv numbers that you see right here above 12 billion, they should take it with a grain of higher following an initial salt this is used to measure singles drop the reason that turned that day sales. Stock around is coming up and we will commemorate veterans day analysts have contented in the and we twauk a fanalinci firm past that a portion of sales are about their efforts to support fake by merchants in china want veterans power lunch will be right back to boost their numbers they also increasingly got enon the festival and takes more sales away from alibaba. Looking beyond its impact quarterly and annual earnings for alibaba. Integrating the online and offline. That may look like a futuristic version of what jeff bezos are the amazing new iphone 8 is at at t. And we know youll love it. Trying to do with amazon because we know you want more. More great camera features and more power. New retails are going to be critical for their business and and more than just unlimited data, we give you unlimited plans with hbo included for life. Brands in the future a huge play here in data and technology which is brand because you deserve more entertainment. Building and customer building and more spokespeople. Talking like this, saying the word more. At t. For merchants and brands. Its time for more. Am i too close . I feel like im too close. Some of the most popular brands are nike, apple and playboy. Get the iphone 8 and with all at t unlimited plans, get hbo for life. No joke there, you guys. Only from at t. Thank you very much shares are nearly doubled here here is how to break down babb tim, lets start with you i understand the story, i hate to call it the amazon of china lets do that great company, fast growing and a billion plus consumers in china, however, stocks doubled and evaluations is high and is alibaba still worth anybodys money right now. It is significantly cheaper than amazon so if you look at it oen a pay ratio which is essentially your pe to growth, you are trading roughly one time, amazon is arguably 2. 5 times. My view on alibaba relative to the u. S. Tech sector is larger discount rate that analysts have to put on and there is talks about perception of numbers are not accurate you blend them together, alibaba is still relatively cheap. The growth coming fromcloud is better than amazon they dont feel they can and worth 15 billion. That maybe conservative. Some of the parts of what you do here and it is still making a lot of sense tim has mentioned the competition in china and we are getting jd on monday and there is research indicating Third Party Sales were going to teams disney shares reversing all. What do you see in terms of course today after immediately Competitive Pressure in china following results following for these online sales after last nights results alibaba is challenged by there is the stock you see it up two and two thirds percent julia, i cant pronounce it, but jd. Com and alibaba is pushing into she is here to break it down investors are buying disney social, ten cents have a much bob igors digital strategy. Better presence in terms of social those two competitors are real and the concerns, the other two he detailed the espn launch for concerns that i think of the this spring and the disney app shorter term and the medium term for this spring saying it will are that theyre going to ans r be priced substantially below netflix because they will have less conflict, but netflix is anniversary some very big down 2 on this news changes. The second half of the year is going to decelerate. Igor is saying they are theyre showing quite a bit of negative operating leverage. Benefitting from new streaming options, and theyre optimistic theyre starting off of a core about espn because it is included in every skinny bundle. Business, theyre growing in place where margins are either on the dound side, Media Networks including espn dragged much smaller or negative on resulted. The operati

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