| now up 355 points doesn't be up about |
5.761 |
Jump to 142.319 |
CARDINAL
355
|
| one percent as well as the NASDAQ when |
3.66 |
Jump to 145.56 |
PERCENT
one percent
ORG
NASDAQ
|
| discretionary one of the outperformers |
3.84 |
Jump to 151.08 |
CARDINAL
one
|
| for the three major averages we're |
3.36 |
Jump to 168 |
CARDINAL
three
|
| Beauty a big one food and beverage is |
3.54 |
Jump to 215.76 |
|
| another one but they are delaying |
4.761 |
Jump to 217.739 |
|
| second quarter in regards to the fact |
3.78 |
Jump to 258.6 |
DATE
second quarter
|
| here TJX is an interesting one for me |
3.6 |
Jump to 308.94 |
ORG
TJX
|
| interesting one to me because you know |
3.479 |
Jump to 317.28 |
|
| seven tenths of a percent |
3.12 |
Jump to 330.18 |
CARDINAL
seven tenths
|
| um that was an interesting one to me |
3.239 |
Jump to 354.24 |
|
| the second third and fourth quarter if |
3.959 |
Jump to 430.74 |
|
| that 70 percent of GDP growth comes from |
4.919 |
Jump to 441.06 |
PERCENT
70 percent
|
| through recessions and those two sectors |
4.44 |
Jump to 531.54 |
CARDINAL
two
|
| already heard what the 25 probably of |
5.1 |
Jump to 577.26 |
CARDINAL
25
|
| names that were really beaten up in 2022 |
5.16 |
Jump to 587.88 |
DATE
2022
|
| earnings we've had the second |
3.721 |
Jump to 594.779 |
ORDINAL
second
|
| economy is only going to grow by four |
3.361 |
Jump to 602.519 |
CARDINAL
four
|
| tenths of one percent this year |
3.78 |
Jump to 604.32 |
DATE
this year
|
| were going to raise rates by 75 basis |
4.86 |
Jump to 639 |
CARDINAL
75
|
| points during their first three meetings |
3.079 |
Jump to 642 |
ORDINAL
first
CARDINAL
three
|
| 2023. fortunately I got that one right |
4.721 |
Jump to 645.079 |
DATE
2023
CARDINAL
one
|
| terminal rate of around five to five and |
4.56 |
Jump to 649.8 |
CARDINAL
around five to five
|
| until early 2024 that may have to take |
7.081 |
Jump to 663.779 |
DATE
early 2024
|
| place at the end of 2023 at this point |
6.12 |
Jump to 667.5 |
DATE
the end of 2023
|
| the the FED has been driven 100 to |
5.579 |
Jump to 718.38 |
ORG
FED
CARDINAL
100
|
| Consumer Debt 17 trillion dollars |
4.56 |
Jump to 750 |
MONEY
17 trillion dollars
|
| two names that stand out to me both big |
4.82 |
Jump to 764.22 |
CARDINAL
two
|
| we've done at smart trusts the three |
3.959 |
Jump to 771.06 |
CARDINAL
three
|
| number one consumer staples and |
4.38 |
Jump to 779.82 |
CARDINAL
number one
|
| information technology but there's two |
3.181 |
Jump to 782.639 |
CARDINAL
two
|
| ways to play Healthcare right one is |
3.48 |
Jump to 784.2 |
ORG
Healthcare
|
| generally more defensive in nature one |
3.54 |
Jump to 789.18 |
|
| two percent forward-looking PE of just |
5.399 |
Jump to 794.94 |
PERCENT
two percent
|
| 17 and continues to be Innovative in |
5.22 |
Jump to 797.16 |
CARDINAL
17
|
| a perspective one name that we hold at |
4.5 |
Jump to 809.16 |
CARDINAL
one
|
| about a 1.4 billion dollar smaller cap |
5.4 |
Jump to 813.66 |
MONEY
1.4 billion dollar
|
| combination of those two should fare |
3.9 |
Jump to 835.26 |
CARDINAL
two
|
| well over the next two years Kevin you |
3.96 |
Jump to 837.48 |
DATE
the next two years
PERSON
Kevin
|
| focusing under these larger names 30 |
5.34 |
Jump to 864.42 |
CARDINAL
30
|
| billion and plus type of Acquisitions I |
4.92 |
Jump to 866.7 |
|
| about a 1.4 billion dollar smaller cap |
4.86 |
Jump to 871.62 |
MONEY
1.4 billion dollar
|
| crosshairs and also have at least one |
5.099 |
Jump to 879.54 |
CARDINAL
at least one
|
| drug in FDA level two or FDA level 3 |
5.1 |
Jump to 882.12 |
ORG
FDA
CARDINAL
two
ORG
FDA
CARDINAL
3
|
| direction you gave us your three picks |
3.32 |
Jump to 906.3 |
CARDINAL
three
|
| end of the weekend and Tesla's 2023 |
4.799 |
Jump to 984.54 |
ORG
Tesla
DATE
2023
|
| Resort on the rise today up nearly six |
4.42 |
Jump to 1159.34 |
DATE
today
CARDINAL
nearly six
|
| they've reported 600 million dollars in |
4.5 |
Jump to 1196.52 |
MONEY
600 million dollars
|
| operating Revenue in the first quarter |
4.081 |
Jump to 1199.039 |
DATE
the first quarter
|
| since the fourth quarter of 2019. now |
4.74 |
Jump to 1203.12 |
DATE
the fourth quarter of 2019
|
| comparison to 2019 at a quicker Pace |
4.681 |
Jump to 1212.539 |
DATE
2019
|
| they're going to get through about 80 |
3.78 |
Jump to 1217.22 |
CARDINAL
about 80
|
| percent of what they were at in 2019 by |
4.559 |
Jump to 1218.24 |
DATE
2019
|
| think they can get to a hundred percent |
5.221 |
Jump to 1224.539 |
PERCENT
a hundred percent
|
| of what they were doing in 2019 by 2024 |
6.36 |
Jump to 1225.98 |
DATE
2019
DATE
2024
|
| was up about three percent at one point |
3.6 |
Jump to 1255.86 |
PERCENT
about three percent
CARDINAL
one
|
| uh yeah up about three percent right now |
3.66 |
Jump to 1257.36 |
PERCENT
about three percent
|
| 2019 so there's still a lot more |
4.859 |
Jump to 1286.7 |
DATE
2019
|
| starts Rose a little over two percent |
3.84 |
Jump to 1543.38 |
PERSON
Rose
|
| number one the pace of completions in a |
4.98 |
Jump to 1560.84 |
CARDINAL
number one
|
| 15-month low offsetting the housing |
4.921 |
Jump to 1563.299 |
DATE
15-month
|
| starts that we saw at a seven month High |
4.38 |
Jump to 1565.82 |
DATE
seven month
|
| than a three-month Supply they're |
3.3 |
Jump to 1586.22 |
DATE
three-month
|
| we have seen now uh five straight months |
5.46 |
Jump to 1596.36 |
DATE
five straight months
|
| believes that about one and a half |
3.78 |
Jump to 1645.2 |
CARDINAL
about one and a half
|
| million homes there are larger estimates |
4.14 |
Jump to 1646.58 |
CARDINAL
million
|
| out there Freddie Mac believes it's four |
4.02 |
Jump to 1648.98 |
ORG
Freddie Mac
CARDINAL
four
|
| million homes but on the single family |
4.62 |
Jump to 1650.72 |
CARDINAL
million
|
| building a little bit more than 1.1 |
4.439 |
Jump to 1655.34 |
CARDINAL
more than 1.1
|
| million single-family homes a year in |
3.899 |
Jump to 1657.38 |
CARDINAL
million
DATE
a year
|
| housing deficit right now say 2023 we're |
5.101 |
Jump to 1661.279 |
DATE
2023
|
| between 800 and 900 000 homes so that's |
5.159 |
Jump to 1666.38 |
CARDINAL
between 800
|
| first-time homebuyers |
3.6 |
Jump to 1675.679 |
ORDINAL
first
|
| successful because one of the things |
3.6 |
Jump to 1709.22 |
CARDINAL
one
|
| rates near or right below six percent |
5.52 |
Jump to 1716.48 |
PERCENT
six percent
|
| interest rates are right at six point |
5.039 |
Jump to 1722 |
CARDINAL
six
|
| four percent so our expectation is as we |
5.04 |
Jump to 1723.44 |
PERCENT
four percent
|
| that six percent range so the demand is |
4.14 |
Jump to 1738.38 |
PERCENT
six percent
|
| sitting on two and three percent |
4.08 |
Jump to 1747.62 |
DATE
two and three percent
|
| are up 35 to 40 percent from where they |
4.86 |
Jump to 1762.62 |
PERCENT
35 to 40 percent
|
| around 50. the Breakeven level what are |
4.26 |
Jump to 1784.22 |
CARDINAL
around 50
CARDINAL
Breakeven
|
| concerns uh you know one that's that's |
4.44 |
Jump to 1798.08 |
|
| about 85 percent of that financing for |
4.26 |
Jump to 1817.58 |
PERCENT
about 85 percent
|
| above 10 percent so that means a slower |
5.099 |
Jump to 1826.58 |
PERCENT
10 percent
|
| five percent decline in deposits |
4.681 |
Jump to 1842.899 |
PERCENT
five percent
|
| yeah a little bit Yeah the five percent |
4.26 |
Jump to 1845.36 |
PERCENT
the five percent
|
| than 50 percent of it is in the South |
4.801 |
Jump to 1884.059 |
LOC
South
|
| three of the top five uh top building |
4.681 |
Jump to 1886.279 |
CARDINAL
three
CARDINAL
five
|
| markets are in Texas three of the top |
4.26 |
Jump to 1888.86 |
GPE
Texas
CARDINAL
three
|
| ten are in Florida and and there are |
3.599 |
Jump to 1890.96 |
CARDINAL
ten
GPE
Florida
|
| 2022 we expect them to rebound because |
4.38 |
Jump to 1898.58 |
DATE
2022
|
| look to 2024 are we likely to see the |
5.821 |
Jump to 1931.039 |
DATE
2024
|
| bounce back then in the first part of |
4.199 |
Jump to 1934.58 |
ORDINAL
first
|
| maybe one additional rate hike but |
4.261 |
Jump to 1945.679 |
CARDINAL
one
|
| 30-year fixed rate mortgage will settle |
4.739 |
Jump to 1949.94 |
DATE
30-year
|
| in near that six percent level by the |
4.62 |
Jump to 1952.46 |
PERCENT
six percent
|
| after about three quarters of |
3.9 |
Jump to 1960.86 |
CARDINAL
about three quarters
|
| second half of this year and that means |
5.161 |
Jump to 1966.679 |
|
| 2024 is going to see a year of growth |
6.54 |
Jump to 1968.6 |
DATE
2024
DATE
a year
|
| after years of decline in 22 and 2023 |
6.36 |
Jump to 1971.84 |
DATE
years
CARDINAL
22
DATE
2023
|
| and as I said earlier 2025 through 2030 |
5.1 |
Jump to 1975.14 |
DATE
earlier 2025
DATE
2030
|
| nearly one percent on the session and |
4.32 |
Jump to 2011.26 |
PERCENT
nearly one percent
|
| Western Alliance pop by over 10 percent |
4.801 |
Jump to 2023.679 |
ORG
Western Alliance
PERCENT
over 10 percent
|
| Balloon by two billion dollars since the |
4.84 |
Jump to 2036.48 |
MONEY
two billion dollars
|
| beginning of the second quarter of this |
4.559 |
Jump to 2039.22 |
DATE
the second quarter
|
| to approximately 50 billion dollars as |
5.161 |
Jump to 2043.779 |
MONEY
approximately 50 billion dollars
|
| of May 12th and that is also an increase |
5.04 |
Jump to 2046.48 |
DATE
May 12th
|
| West bancor it was up by over 17 today |
5.46 |
Jump to 2071.98 |
DATE
today
|
| and it has recovered the five dollar |
4.679 |
Jump to 2075.22 |
MONEY
five dollar
|
| some of these big movers first up we got |
3.3 |
Jump to 2298.18 |
|
| teens to book rides for the first time |
4.56 |
Jump to 2305.74 |
ORDINAL
first
|
| ages of 13 and 17 years old sign up for |
5.279 |
Jump to 2310.3 |
DATE
17 years old
|
| need to Akiko at first I was a little |
3.961 |
Jump to 2333.099 |
PERSON
Akiko
|
| as we know it and this is just one |
3.78 |
Jump to 2362.079 |
CARDINAL
one
|
| there's one more thing that they |
3.061 |
Jump to 2378.339 |
CARDINAL
one
|
| for one of my family members who you |
4.8 |
Jump to 2427.66 |
CARDINAL
one
|
| children but I was a teenager at one |
3.84 |
Jump to 2457.72 |
CARDINAL
one
|
| you need a ride somewhere but one thing |
4.319 |
Jump to 2465.04 |
CARDINAL
one
|
| ratings I have nine one star ratings |
4.621 |
Jump to 2473.619 |
CARDINAL
nine
CARDINAL
one
|
| nine when I do |
4.741 |
Jump to 2476.079 |
CARDINAL
nine
|
| were shocked at how many one-star |
4.38 |
Jump to 2482.32 |
CARDINAL
one
|
| Tock figure out a one-star rating for |
5.941 |
Jump to 2491.619 |
CARDINAL
one
|
| driver one star |
5.039 |
Jump to 2497.56 |
CARDINAL
one
|
| alphabet it's made up about near 10 |
4.74 |
Jump to 2553.66 |
GPE
alphabet
CARDINAL
10
|
| looking at this to say number one the |
3.599 |
Jump to 2565.24 |
CARDINAL
number one
|
| are shutting down more than 300 stores |
3.561 |
Jump to 2568.839 |
CARDINAL
more than 300
|
| 17 cents a share yesterday I put like 18 |
4.859 |
Jump to 2586.48 |
MONEY
17 cents
DATE
yesterday
CARDINAL
18
|
| companies file for chapter 11 protection |
4.079 |
Jump to 2599.74 |
LAW
chapter 11
|
| it with Hertz going back to 2020. it |
4.741 |
Jump to 2603.819 |
ORG
Hertz
DATE
2020
|
| a smart move if obviously if you are one |
4.259 |
Jump to 2608.56 |
CARDINAL
one
|
| shares for 17 16 cents whatever it is |
4.321 |
Jump to 2612.819 |
MONEY
17 16 cents
|
| have in liabilities over 5 billion when |
4.141 |
Jump to 2629.079 |
CARDINAL
5 billion
|
| was up over 30 percent at that point so |
5.04 |
Jump to 2643 |
PERCENT
over 30 percent
|
| this is just one stock that I think meme |
4.26 |
Jump to 2646 |
CARDINAL
one
|
| let's let's end it there if it's 16 |
4.439 |
Jump to 2675.4 |
CARDINAL
16
|
| you have to lose this is true one more |
3.48 |
Jump to 2679.839 |
CARDINAL
one
|
| is quote morally wrong nearly 30 percent |
4.62 |
Jump to 2717.52 |
PERCENT
nearly 30 percent
|
| surprised me 45 said it's not morally |
4.199 |
Jump to 2722.14 |
DATE
45
|
| in two three times a week because they |
3.959 |
Jump to 2759.4 |
CARDINAL
two
CARDINAL
three
|
| to be in the office five times a week |
5.48 |
Jump to 2767.68 |
CARDINAL
five
|
| got it at about four to nine and a half |
3.9 |
Jump to 2785.74 |
CARDINAL
about four to nine and a half
|
| percent roughly 50 percent and companies |
4.32 |
Jump to 2787.18 |
PERCENT
roughly 50 percent
|
| Musk he was one of the first out there |
3.06 |
Jump to 2817.66 |
PERSON
Musk
ORDINAL
first
|
| even working from home in the first |
3.54 |
Jump to 2820.72 |
ORDINAL
first
|
| place he first gave the ultimatum to |
3.24 |
Jump to 2822.52 |
ORDINAL
first
|
| back at a minimum of 40 hours in the |
3.9 |
Jump to 2825.76 |
TIME
40 hours
|
| terms of recent data there was also one |
3.66 |
Jump to 2860.74 |
CARDINAL
one
|
| third of workers with jobs that can be |
4.439 |
Jump to 2864.4 |
ORDINAL
third
|
| the time about 40 percent do a hybrid |
4.921 |
Jump to 2868.839 |
PERCENT
about 40 percent
|
| hit the us sometime in the second |
4.32 |
Jump to 2926.74 |
GPE
us
ORDINAL
second
|
| week three of that there are no signs of |
4.621 |
Jump to 2979.599 |
DATE
week three
|
| this is just one thing that Netflix is |
4.02 |
Jump to 2984.22 |
GPE
Netflix
|
| Journal last week about 300 million |
4.02 |
Jump to 3037.74 |
ORG
Journal
DATE
last week
CARDINAL
about 300 million
|
| they have to delay it to the third |
2.879 |
Jump to 3050.7 |
ORDINAL
third
|
| will I will get one when that time but |
3.78 |
Jump to 3070.5 |
|
| time and just yesterday we had over 600 |
4.8 |
Jump to 3153.18 |
|
| next year it's funny two years ago their |
5.579 |
Jump to 3157.98 |
DATE
next year
DATE
two years ago
|
| biggest fear was inflation two-thirds |
4.981 |
Jump to 3160.319 |
CARDINAL
two-thirds
|
| night now it's only 16 their biggest |
5.819 |
Jump to 3165.3 |
TIME
night
CARDINAL
only 16
|
| First Rate cut usually is a good period |
5.58 |
Jump to 3181.38 |
ORG
First Rate
|
| you look at spy which is the S P 500 and |
7.44 |
Jump to 3203.7 |
ORG
the S P 500
|
| iwm which is the Russell 2000 ETF |
6.841 |
Jump to 3207.359 |
|
| their p e ratios are quite different 21 |
7.26 |
Jump to 3211.14 |
CARDINAL
21
|
| for the S P 500 and half that 11 for the |
6.72 |
Jump to 3214.2 |
ORG
the S P 500 and half
CARDINAL
11
|
| Russell 2000. so when you see days like |
5.64 |
Jump to 3218.4 |
|
| we've seen today where the Russell 2000 |
5.28 |
Jump to 3220.92 |
DATE
today
|
| space yeah Shawna you know uh the 60 40 |
5.7 |
Jump to 3239.46 |
|
| about 60 40 is that still the number or |
4.26 |
Jump to 3299.579 |
CARDINAL
about 60 40
|
| happened in 40 years a lot of people put |
4.921 |
Jump to 3321.119 |
DATE
40 years
|
| 60 40 allocation diversify don't just |
6.359 |
Jump to 3330 |
CARDINAL
60 40
|
| put it all into the S P 500 make sure |
5.1 |
Jump to 3333.3 |
ORG
the S P 500
|
| well it's it's one of the things they |
3.599 |
Jump to 3384.96 |
CARDINAL
one
|
| concerns around First Republic as well |
4.74 |
Jump to 3448.14 |
GPE
First Republic
|
| session highs of the day up 395 points |
5.46 |
Jump to 3669.24 |
CARDINAL
395
|
| SMP up just over one percent as well as |
4.98 |
Jump to 3672 |
PERCENT
just over one percent
|
| closing up more than 400 points the S P |
6.661 |
Jump to 3723.839 |
CARDINAL
more than 400
ORG
the S P
|
| 500 up 48 in the NASDAQ up 157 Ashana |
6.06 |
Jump to 3726.18 |
CARDINAL
500
CARDINAL
48
ORG
NASDAQ
CARDINAL
157
ORG
Ashana
|
| yields higher as well with the 10-year |
5.58 |
Jump to 3740.94 |
DATE
10-year
|
| yields at 3.57 a consumer discretionary |
4.921 |
Jump to 3743.099 |
CARDINAL
3.57
|
| look at Target because that was one of |
3.359 |
Jump to 3755.94 |
ORG
Target
|
| moving to the upside up just about two |
4.321 |
Jump to 3760.619 |
CARDINAL
just about two
|
| Target expecting to lose about 500 |
5.22 |
Jump to 3777 |
CARDINAL
about 500
|
| million from theft and organized crime |
4.859 |
Jump to 3779.7 |
|
| remains a big issue today it's one of |
4.56 |
Jump to 3797.88 |
DATE
today
CARDINAL
one
|
| up over 10 percent pack west end of the |
5.401 |
Jump to 3837.059 |
|
| day up more than 20 percent the bank's |
3.72 |
Jump to 3840.18 |
PERCENT
more than 20 percent
|
| deposits grew by more than two billion |
4.619 |
Jump to 3845.46 |
MONEY
more than two billion
|
| Regional lenders uh you know this is one |
4.26 |
Jump to 3852.66 |
CARDINAL
one
|
| did rise about 20 today but they're |
4.44 |
Jump to 3895.74 |
CARDINAL
about 20
DATE
today
|
| still off about 70 percent since the |
4.5 |
Jump to 3897.48 |
PERCENT
about 70 percent
|
| also still off just about 40 percent but |
4.98 |
Jump to 3903.54 |
PERCENT
just about 40 percent
|
| with a buy reading 42 price Target |
4.08 |
Jump to 3917.46 |
CARDINAL
42
ORG
Target
|
| Western Alliance is right around 79 |
5.279 |
Jump to 3928.02 |
ORG
Western Alliance
|
| the first quarter which of course is |
3.481 |
Jump to 3933.299 |
DATE
the first quarter
|
| four percent UBS raising its price |
4.681 |
Jump to 3946.559 |
PERCENT
four percent
ORG
UBS
|
| Caribbean's jump this is one that we've |
3.361 |
Jump to 3958.079 |
LOC
Caribbean
|
| I'm not the one taking the cruise here |
5.58 |
Jump to 3961.44 |
|
| actually see about a 30 upside from |
4.26 |
Jump to 3993.839 |
|
| one of the major sticking points tougher |
3.781 |
Jump to 4018.859 |
CARDINAL
one
|
| significant because it's one of the |
3.599 |
Jump to 4076.7 |
CARDINAL
one
|
| first times uh Biden is really putting |
4.26 |
Jump to 4078.44 |
ORDINAL
first
PERSON
Biden
|
| time we won on this one |
4.02 |
Jump to 4129.38 |
|
| default on U.S debt no one's really |
2.88 |
Jump to 4141.08 |
GPE
U.S
|
| one thing I want to ask you though is |
3.3 |
Jump to 4167.66 |
CARDINAL
one
|
| urging the president to use the 14th |
4.859 |
Jump to 4173.42 |
ORDINAL
14th
|
| 14th Amendment the 14th Amendment uh |
5.699 |
Jump to 4200.48 |
|
| dates to I believe it is 1868 it was |
5.7 |
Jump to 4203.3 |
DATE
1868
|
| one phrase in there that says the |
3.24 |
Jump to 4211.1 |
CARDINAL
one
|
| who say invoke the 14th Amendment is |
5.101 |
Jump to 4220.159 |
ORDINAL
14th
|
| would get litigated and I think the one |
4.44 |
Jump to 4231.92 |
CARDINAL
one
|
| uh began that dates back to 1917 and it |
6.54 |
Jump to 4256.46 |
DATE
1917
|
| was updated again I think in 1939 |
5.22 |
Jump to 4260.06 |
DATE
1939
|
| um so you've got the 14th Amendment 1868 |
4.8 |
Jump to 4263 |
ORDINAL
14th
LAW
Amendment 1868
|
| the the Constitution comes first and |
3.839 |
Jump to 4270.38 |
LAW
Constitution
ORDINAL
first
|
| but a fairly risky one |
4.08 |
Jump to 4296.9 |
CARDINAL
one
|
| history lesson around the 14th Amendment |
4.2 |
Jump to 4303.08 |
ORDINAL
14th
|
| resisted traditional marketing it's one |
4.2 |
Jump to 4491.06 |
CARDINAL
one
|
| giving this a second look does that |
3.24 |
Jump to 4516.14 |
ORDINAL
second
|
| absolutely and first of all thank you so |
4.08 |
Jump to 4524.78 |
ORDINAL
first
|
| vehicle seven thousand dollars if |
3.059 |
Jump to 4550.64 |
MONEY
seven thousand dollars
|
| instead they dropped the price maybe 6 |
4.26 |
Jump to 4552.08 |
CARDINAL
6
|
| 500 bucks took 500 and threw it into |
4.261 |
Jump to 4553.699 |
MONEY
500 bucks
CARDINAL
500
|
| about a billion dollars if they just |
3.78 |
Jump to 4563.3 |
MONEY
about a billion dollars
|
| took a thousand dollars instead of doing |
3.719 |
Jump to 4565.52 |
MONEY
a thousand dollars
|
| how Elon will take a five-year-old car |
4.08 |
Jump to 4582.5 |
DATE
five-year-old
|
| don't realize you could buy a model 3 |
4.92 |
Jump to 4603.92 |
CARDINAL
3
|
| right now for a 36 000 bucks after a tax |
4.921 |
Jump to 4606.199 |
MONEY
36 000 bucks
|
| rockiness in the sock over the next six |
5.219 |
Jump to 4635.96 |
DATE
the next six
|
| to 12 months of course if the Federal |
5.281 |
Jump to 4638.659 |
|
| right with his warning wait the next 12 |
3.96 |
Jump to 4659.3 |
DATE
the next 12
|
| integrating AI is putting at risk 69 of |
4.62 |
Jump to 4678.44 |
ORG
AI
CARDINAL
69
|
| their margins could be zero on the car |
3.6 |
Jump to 4698.9 |
CARDINAL
zero
|
| and a hundred percent from artificial |
3 |
Jump to 4701 |
PERCENT
a hundred percent
|
| though 250 000 to 500 000 units a year |
6.36 |
Jump to 4747.98 |
CARDINAL
250 000 to
CARDINAL
500 000
|
| everything in their power to deliver one |
4.68 |
Jump to 4773.42 |
CARDINAL
one
|
| car by December 31st so at least they |
4.079 |
Jump to 4775.64 |
DATE
December 31st
|
| probably until 2025 I wouldn't be |
4.38 |
Jump to 4806.9 |
DATE
2025
|
| expecting a roadster until 2030 or |
5.1 |
Jump to 4809 |
DATE
2030
|
| for the next four or five years not to |
3.06 |
Jump to 4846.02 |
DATE
the next four or five years
|
| prices in q1 this year slipped a bit 6.4 |
5.46 |
Jump to 4956.239 |
DATE
q1 this year
CARDINAL
6.4
|
| percent but they're still up 44 compared |
4.56 |
Jump to 4959.54 |
CARDINAL
44
|
| price for used car is 28 000 that's |
5.22 |
Jump to 4969.14 |
CARDINAL
28 000
|
| compared to nineteen thousand six |
3.541 |
Jump to 4972.739 |
DATE
nineteen thousand six
|
| hundred dollars five years ago so we're |
3.72 |
Jump to 4974.36 |
DATE
five years ago
|
| twenty thousand dollar Mark generally |
3.06 |
Jump to 4978.08 |
MONEY
twenty thousand dollar
|
| get a decent used car now now twenty |
3.84 |
Jump to 4981.14 |
CARDINAL
twenty
|
| thousand dollar used cars or have a |
2.399 |
Jump to 4983.78 |
|
| hundred thousand miles things like that |
3.48 |
Jump to 4984.98 |
QUANTITY
hundred thousand miles
|
| that are buying their first car and if |
4.14 |
Jump to 4990.86 |
ORDINAL
first
|
| things like that so you know one thing |
3.06 |
Jump to 4996.38 |
CARDINAL
one
|
| especially those twenty thousand dollar |
4.32 |
Jump to 5002.8 |
MONEY
twenty thousand dollar
|
| people people are hanging on three cars |
3.601 |
Jump to 5010.659 |
CARDINAL
three
|
| with one of your buys Starbucks what do |
4.801 |
Jump to 5260.739 |
CARDINAL
one
ORG
Starbucks
|
| coming back for the third time labor |
4.079 |
Jump to 5272.62 |
ORDINAL
third
|
| and Nancy Starbucks one name that you |
3.06 |
Jump to 5310.3 |
PERSON
Nancy Starbucks
CARDINAL
one
|
| like but the other one that I thought |
2.94 |
Jump to 5312.219 |
|
| of the company they are in three |
3.841 |
Jump to 5340.719 |
CARDINAL
three
|
| disparate businesses one seems to be |
5.04 |
Jump to 5342.04 |
|
| this environment so one of our investing |
4.561 |
Jump to 5372.699 |
|
| right way during coven they get one |
4.741 |
Jump to 5382.179 |
CARDINAL
one
|
| million dollars in annual sales from |
4.68 |
Jump to 5384.58 |
DATE
annual
|
| acquisition costs about 500 but it's |
4.32 |
Jump to 5395.5 |
CARDINAL
about 500
|
| am curious about that one because the |
4.081 |
Jump to 5406.239 |
|
| day was seven dollars and 25 cents and I |
5.339 |
Jump to 5452.32 |
MONEY
seven dollars
MONEY
25 cents
|
| one of the plays that you have liked uh |
4.139 |
Jump to 5482.5 |
CARDINAL
one
|
| stock in 2012 because we like the |
4.62 |
Jump to 5512.8 |
DATE
2012
|
| they have a 300 million dollar insurance |
5.041 |
Jump to 5520.719 |
MONEY
300 million dollar
|
| premium business that no one talks about |
4.799 |
Jump to 5523.42 |
|
| it's still four times or five times |
4.44 |
Jump to 5538.239 |
CARDINAL
four
CARDINAL
five
|
| succession now he's got one of the best |
6.18 |
Jump to 5590.92 |
|
| well Netflix is about to hold its first |
4.08 |
Jump to 5805.84 |
ORG
Netflix
ORDINAL
first
|
| antenna it looks like it's around 800 |
5.28 |
Jump to 5866.56 |
|
| 000 a little bit more as of March and |
5.28 |
Jump to 5869.02 |
CARDINAL
000
DATE
March
|
| that they are still the 800 pound |
3.541 |
Jump to 5921.219 |
QUANTITY
800 pound
|
| hey why don't you pay 6.99 for this |
6.299 |
Jump to 5958.42 |
CARDINAL
6.99
|
| for one NFL playoff game what do you |
4.74 |
Jump to 6063.6 |
CARDINAL
one
ORG
NFL
|
| like not even that long ago the one |
4.801 |
Jump to 6077.699 |
CARDINAL
one
|
| the rights to it and this is the one of |
3 |
Jump to 6086.1 |
|
| day just to the upside just above 25 |
5.341 |
Jump to 6135.239 |
CARDINAL
25
|
| nearly 50 percent of consumers snack |
4.26 |
Jump to 6156.06 |
PERCENT
nearly 50 percent
|
| three times a day and that's an |
4.74 |
Jump to 6158.28 |
CARDINAL
three
|
| guess in the reinvention of one's |
2.52 |
Jump to 6210.48 |
CARDINAL
one
|
| at a macro level we have two really |
4.199 |
Jump to 6213 |
CARDINAL
two
|
| nearly 90 of our portfolio really |
4.68 |
Jump to 6223.32 |
CARDINAL
nearly 90
|
| two really important uh consumer stocks |
4.68 |
Jump to 6234.6 |
CARDINAL
two
|
| can't claim to be an expert at that one |
4.5 |
Jump to 6343.739 |
CARDINAL
one
|
| we're nearly ubiquitous we're 10 points |
4.08 |
Jump to 6350.34 |
CARDINAL
10
|
| snacking category 65 billion dollars |
4.62 |
Jump to 6446.76 |
MONEY
65 billion dollars
|
| Twinkie in a while or hasn't tried one |
4.62 |
Jump to 6465.3 |
PERSON
Twinkie
CARDINAL
one
|
| moving from one end of the pendulum to |
3.54 |
Jump to 6553.199 |
CARDINAL
one
|
| took the team six months to build now we |
4.441 |
Jump to 6625.139 |
DATE
six months
|
| two and a half feet wide two and a half |
3.659 |
Jump to 6629.58 |
DATE
two and a
DATE
two and a half
|
| touchscreen the first iteration that |
3.781 |
Jump to 6633.239 |
ORDINAL
first
|
| four different bases including Heinz |
4.92 |
Jump to 6639.06 |
CARDINAL
four
ORG
Heinz
|
| Ketchup Ranch 57 sauce and barbecue |
3.9 |
Jump to 6641.52 |
CARDINAL
57
|
| late 2023 and early 2024 I asked Peter |
5.88 |
Jump to 6666.06 |
DATE
late 2023
PERSON
Peter
|
| Hall craft 9's executive what exactly |
4.259 |
Jump to 6669.48 |
|
| said army bases now two goals here that |
5.16 |
Jump to 6683.94 |
CARDINAL
two
|
| the machine about eight to ten seconds |
4.08 |
Jump to 6693.119 |
|
| 200 combinations that customers can |
5.04 |
Jump to 6711.3 |
CARDINAL
200
|
| 200 billion dollars incrementally by |
4.621 |
Jump to 6732.239 |
MONEY
200 billion dollars
|
| 2027 so lots of hype here and lots of |
4.799 |
Jump to 6734.4 |
|
| two I'm going to try there um let's talk |
3.38 |
Jump to 6741.42 |
CARDINAL
two
|
| there they made up about 11 of its sales |
5.7 |
Jump to 6786.6 |
CARDINAL
about 11
|
| tickers after hours we have take two for |
4.12 |
Jump to 6968.78 |
TIME
hours
CARDINAL
two
|
| you and Cisco two stocks that are on the |
3.901 |
Jump to 6971.159 |
GPE
Cisco
CARDINAL
two
|
| Move first up take two shares up just |
3.6 |
Jump to 6972.9 |
ORDINAL
first
CARDINAL
two
|
| about seven percent the company |
3.599 |
Jump to 6975.06 |
PERCENT
about seven percent
|
| in the fourth quarter beating on |
4.621 |
Jump to 6978.659 |
DATE
the fourth quarter
|
| bookings that was up 64 on a |
4.801 |
Jump to 6980.219 |
CARDINAL
64
|
| 2024 the company saying in the release |
3.66 |
Jump to 6990.9 |
DATE
2024
|
| bookings again up over 60 percent on |
4.2 |
Jump to 7007.82 |
PERCENT
60 percent
|
| about seven percent in extended trading |
4.86 |
Jump to 7012.02 |
PERCENT
about seven percent
|
| shares off just about four percent |
4.2 |
Jump to 7018.26 |
PERCENT
just about four percent
|
| sales afford the year to come between 10 |
4.021 |
Jump to 7029.239 |
DATE
the year
CARDINAL
between 10
|
| and 10 and a half percent growth |
4.261 |
Jump to 7031.639 |
DATE
10 and a half
|
| three percent so slowing growth there |
4.08 |
Jump to 7041.599 |
PERCENT
three percent
|
| looking at shares off just about four |
3.96 |
Jump to 7047.239 |
CARDINAL
just about four
|
| Dow closing more than 400 points higher |
3.96 |
Jump to 7057.38 |
ORG
Dow
CARDINAL
more than 400
|
| Target the retailers first quarter |
3.661 |
Jump to 7074.719 |
DATE
first quarter
|
| estimating that it's going to lose 500 |
4.62 |
Jump to 7085.099 |
CARDINAL
500
|
| million in profit this year mostly due |
4.921 |
Jump to 7087.139 |
DATE
this year
|
| report to prison by May 30th this coming |
4.801 |
Jump to 7097.159 |
DATE
May 30th
|
| course was sentenced to more than 11 |
4.319 |
Jump to 7104.3 |
CARDINAL
more than 11
|
| four counts of financial fraud |
4.681 |
Jump to 7108.619 |
CARDINAL
four
|