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We begin with the call from Goldman Sachs to avoid apple, to sell it. John, to you first it is your biggest position. Is this the right call from Goldman Sachs reiterated to get out of apple all right were not hearing jon. Well work on that the steve, youve trimmed a bit of it what do you make of this call. We see apples recent Stock Performance and trading level as unsustainable and will continue to recommend that investors avoid this stock i did trim some a number of months ago its still my biggest position i trimmed it to me, apple is the market right here the stock does not deserve to be where it is but neither does the market and neither do a lot of stocks. I believe youre in front of the companys biggest Product Launch ever, which will be the 5g phone. The ma ....
On you may have returned the ugly christmas sweater you got from your brotherinlaw you dont like but what if you could turn the ugly stock you would own the desk gives the names we will start with the nonstop on wall street the nasdaq hitting a milestone, crossing above 9,000 the first time ever. Records keep falling stocks keep climbing and fundamentals, tim serial dont seem to matter much. They dont. You can find an argument for valueses within megacap tech if you look at intel, sysco you cant make the argument with apple anymore. The interesting thing about the triple qs or the etf for the nasdaq 10 oh or lack at the nasdaq 100 we know that apple dominates this index and this is apple pick whatever point in the road you want in 2019, its 70 from june, its 50 from august, 50 for apple from august. And thats thats how you get to a nasdaq at alltime highs. Microsoft and apple leading the which. Today a little amazon for good luck but its lebron jamesly out of this. Which is amazing, da ....
From the journal and now the times. I mean is there good read on how much danger hes in . I dont know. He has control of the board. I think he ph wins a lot of support. The Company Needs money and dep was an important part of this whole thing and therefore he kept quite do what he has the power to do necessarily. Yep wipe out the entire board if he wanted, but they do need soft banks leverage. How much money do they need . Softmu softmoney, well see i think everyone is interested in getting this thing back on track and sort of recover from the disastrous s1. Kara, this feels different to me from uber but i cant figure out why. Its these two ceos who have this maverick streak who are on this growth at all costs, sort of tear. So why does it feel to me like if newman were to step away, the whole reason for believing in the companys growth wouk be at issue here. You mean without him its nothing . I dont think thats true of any company ....
Today . Is that one of the reasons that fed into i mean, maybe it was a close choice between meta and Something Else and todays selloff in meta boosted it to the top pick it is the reason we chose it. It was not on our list but we had to make a gametime adjustment because this opportunity presented itself to us i think that the selloff is somewhat overdone, considering Mark Zuckerbergs problems as seo, considering the strength of the business, the valuation is not stretched at all thats the first pick next up is steady eddie, eddie george tim, lets get your reaction to the first pick some game theory by karen pointing out yesterday or the day before, meta has outperformed the s p for good reason by probably almost 175 in the last year or so if you think about what we heard last year, the year of efficiency might be gone they talked about higher costs, downgraded q1 and q2 s ....
Angelina jolie reportedly caught in the center of a daring plot now revealed. Was the oscar winner going to help take down a warlord . And oneonone this morning with President Trumps first wife, ivana trump. I have the direct number to the white house. What shes saying about their children, about donald trump as a father. You write, i believe the credit for raising such great kids belongs to me. What their relationship is like now and what ivana trump says about the president s tweeting. And we do say good morning, america. Hope everybody had a wonderful weekend. Amys interview with ivana trump is ahead. Ready to begin the week with david muir. Always great to be with you. Always interesting when you interview the first wife. Got some interesting answers with amy. A lot of news to get to on this monday morning. Those wildfires are tearing through the west. Take a look at the scene overnight as people try to flee napa valley. You ....