I DO BECAUSE IT'S TRADING AT A DISCOUNT, 20% DISCOUNT TO THE S&P. A GOOD DIVIDEND PAYER BUT IT JUST ABOUT TO BREAK OUT AND IF WE DO I THINK IT HAS THE ABILITY TO RUN.
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YOU LIKE CHEVRON, WHICH IS INTRIGUING BECAUSE YOU MADE THE BIG MOVE, IT'S BOUNCED BACK, BUT IF THERE IS A DEAL AND TRUTH COMES ON QUICKLY, YOU STILL THINK CHEVRON IS? >> I DO BECAUSE IT'S TRADING AT A DISCOUNT, 20% DISCOUNT TO THE S&P.
AND HERE IS A GREAT OPPORTUNITY TO BUY. I THINK IT'S 1350 PRICE TARGET, BUT I THINK WE SEE A NICE BACK THE NVIDIA STORY IS TEMPORARY.
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EARLIER THIS YEAR THEY ARE SAYING WE HAVE TO FIND A WAY TO USE LESS MEMORY. GRAND SLAM WINNER, THIS IS MATTER MORE, OR MEMORY CHIPS COMING OUT MATTER MORE. >> TO THINK IT'S ONE OF THE OTHER, NVIDIA IS TALKING ABOUT LESS MEMORY BECAUSE THE MEMORY IS EXTENSIVE SO THEY WILL PUT LESS MEMORY...
HE CAN'T HELP BUT BUY IT, IT'S A CLASSIC NAME AND THEY PAY ONE HALF%, THE STOCK IS DOWN 19%.
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IT'S ONLY DOWN 4%, DOWN FROM ITS HIGH IN FEBRUARY, BUT THIS STORY IS FIRST CLASS GLOBAL ALBANY, IT'S HAD ITS PROBLEMS, BUT I SEE IT STARTING TO FORM A BASE AND THIS IS WHAT I WANT TO SEE, IF WE BREAK UP HERE THAN ONCE AGAIN IT GOES INTO THE 147. HE CAN'T HELP BUT BUY IT, IT'S A CLASSIC NAME AND THEY PAY ONE HALF%, THE STOCK IS DOWN 19%.
Transcrição Completa
THE REBOUND ON OIL CONTINUES AS POSITIVE HEADLINES ARE APPEARING, IT LOOKS LIKE MAYBE THAT COULD BE A RESOLUTION I THINK INVESTORS ARE AT THE SHOW ME STAGE OUT OF THE ATTEMPT OF THE OFF REAL WENT OFF KENNY, BY THE WAY, I WILL IF YOU SAW THE A BLOCK, WE FEATURED PARMESAN CHEESE. >> I WANT TO GO BACK AND TALK ABOUT THAT BECAUSE I THOUGHT THAT WAS LICKING MY CHOPS. [LAUGHTER] >> I WAS LICKING MY CHOPS WHEN IT'S GOING TO BE OVER AND I THINK THE MARKET IS WE GET THESE HEADLINES. >> I THINK PEOPLE ARE TIRED OF THE HEADLINE THAT SUGGESTS WE WILL DEAL WITH MULTIPLES AND A DAY LATER THERE'S NO DEAL AND YOU GOT CHAOS AGAIN I AGREE, I HOPE THE HEADLINE IS TRUE BUT I'M NOT SURPRISED THE MARKET IS NOT REACTING WITH THE WAY IT WAS. >> HIGHER OIL IS ESSENTIALS FOR THE MONETARY HAWKS AND OF COURSE OF IT DOESN'T COME DOWN SOON THEY SAY THAT'S ONE REASON TO HIKE RATES. >> HERE IS THE PROBLEM, IT IS GOING TO BE A PROBLEM IF OIL STAYS UP, EVEN IF IT GOES HIGHER BUT RAISING RATES BY 25 BASIS POINTS, OR 50 IS GOING TO DO NOTHING TO BRING MORE OIL TO THE MARKET AND WON'T OPEN THE TRAIT OF HORMUZ OR BRING SHIPS BANK OIL SO IT'S A DIFFICULT SITUATION BECAUSE IF THEY RAISE RATES AND OIL PHASE OF YOUR IT WILL CONTINUE TO BE A PROBLEM ON THE CONSUMER FROM THE OIL PERSPECTIVE BUT CONSUMER FROM THE ECONOMY PERSPECTIVE. >> YOU LIKE CHEVRON, WHICH IS INTRIGUING BECAUSE YOU MADE THE BIG MOVE, IT'S BOUNCED BACK, BUT IF THERE IS A DEAL AND TRUTH COMES ON QUICKLY, YOU STILL THINK CHEVRON IS? >> I DO BECAUSE IT'S TRADING AT A DISCOUNT, 20% DISCOUNT TO THE S&P. A GOOD DIVIDEND PAYER BUT IT JUST ABOUT TO BREAK OUT AND IF WE DO I THINK IT HAS THE ABILITY TO RUN. IF OIL COLLAPSES THAN MAYBE YOU HAVE TO TAKE A STEP BACK, BUT I DON'T THINK THAT'S THE STORY. I THINK IT WILL THEY. >> YOU AND I WILL MAKE A GREAT TEAM. I SAW THE LIST OF STUFF YOU LIKE. >> PEPSI IS ANOTHER GREAT ONE TRADING AT A DISCOUNT. >> LOOK AT THE STOCK. >> IT'S ONLY DOWN 4%, DOWN FROM ITS HIGH IN FEBRUARY, BUT THIS STORY IS FIRST CLASS GLOBAL ALBANY, IT'S HAD ITS PROBLEMS, BUT I SEE IT STARTING TO FORM A BASE AND THIS IS WHAT I WANT TO SEE, IF WE BREAK UP HERE THAN ONCE AGAIN IT GOES INTO THE 147. HE CAN'T HELP BUT BUY IT, IT'S A CLASSIC NAME AND THEY PAY ONE HALF%, THE STOCK IS DOWN 19%. >> BOTH YOUR NAMES ARE STRONG. LET'S TALK ABOUT APRIL, I WANT TO ASK ABOUT THIS. EARLIER THIS YEAR THEY ARE SAYING WE HAVE TO FIND A WAY TO USE LESS MEMORY. GRAND SLAM WINNER, THIS IS MATTER MORE, OR MEMORY CHIPS COMING OUT MATTER MORE. >> TO THINK IT'S ONE OF THE OTHER, NVIDIA IS TALKING ABOUT LESS MEMORY BECAUSE THE MEMORY IS EXTENSIVE SO THEY WILL PUT LESS MEMORY BUT IF THEY SO MORE OF THOSE UNITS ULTIMATELY THEY'VE INCREASED, BUT HBM IS AT THE TOP OF THE GAME SO IN TERMS OF THE PULLBACK I THINK AND HERE IS A GREAT OPPORTUNITY TO BUY. I THINK IT'S 1350 PRICE TARGET, BUT I THINK WE SEE A NICE BACK THE NVIDIA STORY IS TEMPORARY. >> IN APRIL AND MADE A MONSTER MOVE SO THE CONSOLIDATION IS NOT UNUSUAL. >> IT'S NOT IT'S COME BACK AND FOUND WRITING YOUR INTO LOOKS LIKE, YOU MIGHT WANT TO TEST IT AGAIN TO THINK IT'S A GREAT NAME. >> A COUPLE OF THE NAMES, A CHECKUP ON. HOW DO YOU PRONOUNCE THIS? >> EXCEL US. >> THIS ONE HAS BEEN WELL. I'M NOT SURE I BUY APPEAR, IT'S ON WELL, I'M NOT SURE I WILL SELL IT BUT IT IS EXTENDED SO NOT GOING TO BUY IT. >> THAT'S WHAT YOU DO, IT'S GRAND SLAM. >> I KNOW YOU'RE NOT SELLING ANYTIME SOON. >> YOU MIGHT TAKE SOME PROFIT AND THAT SOMETIMES. >> GOLDA STARTING TO TAKE OFF, WHAT YOU THINK IT GOES FROM HERE? I SAW YOU MENTIONED IN YOUR NOTE. >> BROKE OUT OF THE 4200 RANGE EARLIER THIS WEEK OR LAST WEEK AND IT WAS MORE OF A TECHNICAL REACTION, I DO THINK IT WAS A HEADLINE, I THINK IS JUST AFTER IT BROKE OUT, I THINK IF YOU HOLD YOUR AT 4400, WE GO BACK 47, 50 BUT IT'S GOT TO BREAK THROUGH 4400. >> OVERALL, YOU ARE STILL OPTIMISTIC THAN. >> I AM OPTIMISTIC, I'M A LITTLE WORRIED GOING INTO SEPTEMBER BECAUSE OF MIDTERMS THAT WILL CAUSE NOISE AND CHAOS AND I THINK THE MARKET, YOU MIGHT SEE A DRAWDOWN IN THE MARKET EIGHT OR 10%, WHICH WOULDN'T BE OUT OF LINE TO TAKE THAT OPPORTUNITY BUT TO WORK BECAUSE BY THE
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