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CNBC Fast Money Halftime Report April 27, 2017

Microsoft. They are all reporting their earnings after the bell today. Joe, if you had to pick one name that could be the more important one, the market mover of those three, could you identify one . Now the market mover . Amazon and google have been the market mover all year. Is it the donkey driving the market cart . For someone like myself and many out there right now, youre hoping for an earnings miss so you finally get the whoa, youre hoping for an earnings miss . Yes. Why . Because you want to get into these names. Cheaper. You want to get in cheaper. Thats the opportunity. Youre waiting for a pullback. A lot of people, myself included, have stepped out of some technology names. They have continued to appreciate. And youre happy with that . Major money, moved on. Now you look at these names reporting this evening and youre hoping for an earnings miss. You dont want them to keep going higher and higher unless youre long. Im going to qualify what youre saying. I generally agree wit ....

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