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Transcripts For CNBC Fast Money Halftime Report 20240711

Markets. Dow is up 181, 30,150, all three of the averages setting record highs today. Shannon, you have made some very interesting moves in your portfolio, both what you have trimmed and what you have added to first to what you have trimmed apple and microsoft. T tell me why. So really two different stories here, scott. First of all, ill start with microsoft. As i talked about on the show, this is our Largest Holding and remains a very high convince for us we still have a lot of confidence in azure and the endtoend software it offers but from a portfolio perspective, it was time to trim apple, weve seen a significant runup, 75 in the last year and we really feel like a lot of that has come on multiple expansion. Weve gone from about 15 times to about 27 times. Although we do believe in the services storyand the mo monetization, we think there are better opportunities we trimmed back from a market weight to an underweight were goi ....

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Transcripts For CSPAN3 Oral Histories Thomas Gaither 20240712

Carolina. My mom and dad met while they were students at Friendship Junior College in iraq hill, South Carolina. After they both graduated from friendship, they moved permanently to great falls. Initially, they were both school teachers. You could be a schoolteacher at that time with just a Junior College education. My dad did not stay in teaching, because he discovered that what was listed on his contract as his per month payment was not the same as he was receiving. This was at a time when the boards of education for all composed of waste men, and so at the end of the year my father approached a person who was a scientist voucher for a payment. He said i noticed that there is a discrepancy here. It was a five dollar difference between what he was supposed to be paid and what he was receiving. For questioning ....

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Transcripts For CSPAN3 Oral Histories Thomas Gaither 20240712

Captions Copyright National cable satellite corp. 2008 the convention in 1960 and there was a lady there named claire luper from i want to say Oklahoma City, and she spent all of her time talking about sitins that had been done by the naacp youth chapter in Oklahoma City and i remember going away from that saying, yeah, but no one knew about them other than claire luper and a couple other people. Thats again, that thing in history sometimes when you do something, when you have a context, that accords significance, rather than whether youve done it or not. I dont doubt that claire luper and her group had done sitins. But we know about the North Carolina people. They had an impact. We know about the friendship nine. I think they had an impact. Historically thats wha ....

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Transcripts For CSPAN3 Oral Histories Thomas Gaither 20240712

2009. Conducted by Smithsonian National museum of africanAmerican History and culture. The American Folk Life Center at the library of congress and the Southern Oral History Program at the university of North Carolina chapel hill. My parents were walter b. Ghaiaither and fannie b. Little gaither. Gray fall was my fathers home. My mother, fannie mae, was originally from anderson, South Carolina. And my mom and dad met while they were students at Friendship Junior College in rock hill, South Carolina. Af ....

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Transcripts For CSPAN3 Oral Histories Thomas Gaither 20240712

University of North Carolina. Parents were my parents walther b gaither and fanny little gaither. Uh, great falls was my fathers home. My mother, fannie mae, was originally from anderson, South Carolina and my mom and dad met while they were students at friendship. College in rock hill, South Carolina. After they both graduated from friendship they moved permanently to great falls. Initially they were both schoolteachers. You could be a schoolteacher at that time with just a Junior College education. My dad did not stay in teaching because he discovered that what was listed on his contract as is per month payment for teaching was not the same as he this was thatand a time when the boards of education were all composed of white men. And so at the end of the year, my ....

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