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Are with us. Lets start it off with you. This idea that it is one of the bigger sectors relatively speaking, the s p 500, but its also, remember, one of the fourth worst performing sectors so far. Say a look at the year to date losers. Interesting stories lines start to play out in terms of the particular stocks and themes drieding the trading. Kohls is down 19 and fossil, belts, watches, that sorts of thing, down 21 as well. If you take a look at some of the other stocks that perhaps are on the other side of this, you see the winners. Off price retail, tj max up 5 . Ulta budy up 10 . Lulu lemon is up 17 . The biggest one everyone talks about is one that hasnt gained a lot so far this year only up 5 year to date. Its amazon. Com. But remember, one of last years top performers and courtney, i got to sashgs one of the interesting things about this whole discussion is this idea of these stocks as melissa, i dont know if there is a theme that drives all these together. But retail definitel ....
From bloomberg here in london. The banks are a big theme in europe. What me assure you of that. Is gettingito santo a bailout from portugal. Profits fell by 12 . That missed analysts asked him its estimates. Lets figure out what is going on. Jonathan ferro and manus cranny are with me. Bes, it looks so simple. I dont think it is that simple. You have a bailout. You have some money left over from the bailout support to recapitalize the banker in that goes to read capitalize the bank. Are going toeople bear the brunt like the shareholders. A lot of analysts are saying. My take away is within two share price has dropped 70 . You have seen a bailout. This has played out in almost no time at all. This is just before those stress tests later this year. Despite the fact that there is a clear sovereign link, this money is coming from the lens of resolution fund. How is the fund being funded . By the government. Offhis bank will get spun and people will get shares again. It will get sold off. L ....
Their tune. By a had faced pressure from carl icahn and others who urged them to their marketplaces and payment business. With this move, don hoe will eave once it is completes. American express dan shulman is c. E. O. Designate of the new palpal company. Is it a good idea . I have been asking various members of the paypal mafia that question. Here are some of their opinions. There are still a lot of synergies between ebay and paypal. No matter what happens, whether they spin t out or keep it in, there has to be a firm agreement. I think that is a priority. Will paypal grow faster if it were not within ebay . Maybe, maybe not. Would it be valued differently the market or have a better mull. . I dont really care. If it spun out and had its own stock, you could motivate the Management Team to do more direct they would be compensated on pal pays performance. The relationship to ebay has to be extremely strong. Should paypal be spun ....
Ebay had faced pressure from carl icahn and others who urged them to split their marketplaces and payment business. With this move, donahoe will leave once it is complete. American express executive dan shulman is c. E. O. Designate of the new palpal company. Is it a good idea . I have been asking various members of the paypal mafia that question. These are the paypal founders who sold the company to ebay in 2002. Here are some of their opinions. There are still a lot of synergies between ebay and paypal. No matter what happens, whether they spin it out or keep it in, there has to be a Firm Commercial agreement. I think that is a priority. Will paypal grow faster if it were not within ebay . Maybe, maybe not. Would it be valued differently by the market or have a better multiple all that stuff . I dont really care. If it spun out and had its own stock, you could motivate the Ma ....
With paypal to become an independent company next year. By a had faced pressure from carl icahn and others who urged them to split their marketplaces and payment business. With this move, donahoe will leave once it is complete. American express executive dan shulman is c. E. O. Designate of the new palpal company. Is it a good idea . I have been asking various members of the paypal mafia that question. These are the paypal founders who sold the company to ebay in 2002. Here are some of their opinions. There are still a lot of synergies between ebay and paypal. Him and no matter what happens, whether they spin it out or keep it in, there has to be a Firm Commercial agreement. I think that is a priority. Will paypal grow faster if it were not within ebay . Maybe, maybe not. Would it be valued differently by the market or have a better multiple all that stuff . I dont really care. If it spun out and had its own stock, you could moti ....