good morning it is 9 A.M here in New |
4.441 |
Jump to 128.819 |
|
are the three things that you need to |
3.78 |
Jump to 135.42 |
CARDINAL
three
|
number one target numbers last quarter |
4.259 |
Jump to 139.2 |
CARDINAL
number one
DATE
last quarter
|
sales slumped by 3.4 from a year ago a |
5.4 |
Jump to 148.44 |
CARDINAL
3.4
DATE
a year ago
|
this year by 500 million dollars still |
4.44 |
Jump to 159.06 |
DATE
this year
MONEY
500 million dollars
|
yesterday thing number two debt ceiling |
4.92 |
Jump to 176.28 |
DATE
yesterday
CARDINAL
number two
|
his trip to Japan for the Group of Seven |
4.801 |
Jump to 204.239 |
GPE
Japan
ORG
Group of Seven
|
and thing number three the world's |
3.961 |
Jump to 219.599 |
CARDINAL
number three
|
of course addressing shareholders first |
4.44 |
Jump to 225.54 |
ORDINAL
first
|
driving one himself his tone on the |
4.199 |
Jump to 238.68 |
CARDINAL
one
|
well let's get more on thing number one |
3.42 |
Jump to 262.8 |
CARDINAL
one
|
second consecutive comeback quarter not |
4.32 |
Jump to 297.12 |
ORDINAL
second
|
in mind 2022 the story of a Target is uh |
4.92 |
Jump to 301.44 |
DATE
2022
ORG
Target
|
that's a good thing inventory down 16 |
5.16 |
Jump to 311.58 |
CARDINAL
16
|
first and foremost and I have not seen |
3.62 |
Jump to 320.1 |
ORDINAL
first
|
down 3.4 percent year over year last |
4.319 |
Jump to 326.94 |
PERCENT
3.4 percent
|
three percent uh sales marginally grew |
4.5 |
Jump to 331.259 |
PERCENT
three percent
|
second quarter that is a tone we heard |
3.6 |
Jump to 360.78 |
DATE
second quarter
|
margin rate 5.2 percent in 2023 compared |
5.34 |
Jump to 379.919 |
PERCENT
5.2 percent
DATE
2023
|
with the 5.3 percent they saw in 2022 |
3.78 |
Jump to 383.22 |
PERCENT
5.3 percent
DATE
2022
|
to six percent and they weren't |
3 |
Jump to 392.34 |
PERCENT
six percent
|
until later on in 2020 from the fiscal |
5.04 |
Jump to 395.34 |
DATE
2020
|
year 2024 at least I mean is there |
4.14 |
Jump to 398.22 |
DATE
year 2024
|
second part of the story of course is |
4.081 |
Jump to 437.699 |
ORDINAL
second
|
500 million dollar hit from retail theft |
4.019 |
Jump to 450.12 |
MONEY
500 million dollar
|
room with three shirts putting two of |
3.419 |
Jump to 495.78 |
CARDINAL
three
CARDINAL
two
|
them on and walking out with one and |
2.4 |
Jump to 497.88 |
CARDINAL
one
|
this year it will be a 500 million |
4.081 |
Jump to 525.839 |
DATE
this year
CARDINAL
500 million
|
dollar profit hit over two years Target |
5.16 |
Jump to 527.64 |
DATE
two years
ORG
Target
|
is calling out a potential 1.2 billion |
4.8 |
Jump to 529.92 |
CARDINAL
1.2 billion
|
to put more 75 more people in each store |
6.96 |
Jump to 545.76 |
CARDINAL
75
|
flash mob of people looking for uh 30 |
5.16 |
Jump to 552.72 |
CARDINAL
30
|
one more thing on target as we sort of |
4.08 |
Jump to 561.36 |
CARDINAL
one
|
second quarter sounds like it's going to |
4.201 |
Jump to 573.839 |
|
two reasons they're betting on a big |
3.241 |
Jump to 598.019 |
CARDINAL
two
|
hamburgers than we have in the last six |
4.08 |
Jump to 647.1 |
DATE
the last six
|
have a trade up from four for four into |
3.659 |
Jump to 651.18 |
CARDINAL
four
CARDINAL
four
|
a five dollar biggie bag into a six |
3.359 |
Jump to 653.16 |
MONEY
five dollar
CARDINAL
six
|
for one more visit drive one more dollar |
4.74 |
Jump to 658.74 |
CARDINAL
one
|
evaluated what's happened so far in 23. |
5.221 |
Jump to 689.519 |
CARDINAL
23
|
in the tide as two recent events point |
4.14 |
Jump to 694.74 |
CARDINAL
two
|
right and one of the other |
4.74 |
Jump to 756.3 |
CARDINAL
one
|
they were down for the three months |
4.2 |
Jump to 801.24 |
DATE
the three months
|
the comparison to the last two or three |
4.68 |
Jump to 933.839 |
|
consumer which is 70 of the economy but |
4.56 |
Jump to 1014.3 |
CARDINAL
70
|
probably the two I already mentioned |
3.179 |
Jump to 1055.88 |
CARDINAL
two
|
right one is going to be Walmart because |
2.94 |
Jump to 1057.2 |
|
stretch those dollars so to me the two |
3.3 |
Jump to 1075.86 |
CARDINAL
two
|
companies that really stand out first |
3.54 |
Jump to 1077.78 |
ORDINAL
first
|
we've now got about 15 minutes to go |
3.66 |
Jump to 1108.98 |
TIME
about 15 minutes
|
really three takeaways from the EV |
3.24 |
Jump to 1112.64 |
CARDINAL
three
ORG
EV
|
speaking to CNBC one Elon Musk is |
5.459 |
Jump to 1118.22 |
ORG
CNBC
CARDINAL
one
|
its first cyber trucks this year we're |
5.28 |
Jump to 1164.48 |
ORDINAL
first
DATE
this year
|
firm that conversation coming up at 10 |
4.62 |
Jump to 1179.12 |
|
15 a.m Eastern |
4.74 |
Jump to 1181.28 |
CARDINAL
15
ORG
Eastern
|
two sides remain far apart on an |
4.2 |
Jump to 1201.08 |
CARDINAL
two
|
Chief investment officer so first and |
4.5 |
Jump to 1223.34 |
ORDINAL
first
|
when we look at two-year yields 10-year |
4.38 |
Jump to 1249.38 |
DATE
two-year
DATE
10-year
|
suspended over a hundred times since |
4.26 |
Jump to 1264.799 |
CARDINAL
hundred
|
1959 so I think that investors are |
5.099 |
Jump to 1271.58 |
DATE
1959
|
Threat I'd say if we look at 2011 as a |
5.7 |
Jump to 1292.76 |
DATE
2011
|
11th Hour deal but as always with any |
3.66 |
Jump to 1356.72 |
LOC
11th Hour
|
necessarily in the coming 12 months but |
3.781 |
Jump to 1372.799 |
DATE
the coming 12 months
|
it's been non-stop there's been one |
4.62 |
Jump to 1408.919 |
|
inventory drop five percent from last |
4.02 |
Jump to 1647.72 |
PERCENT
five percent
|
yeah a lot harder to five finger |
3.48 |
Jump to 1672.86 |
CARDINAL
five
|
first quarter Those comp store sales |
3.12 |
Jump to 1684.26 |
DATE
first quarter
|
were actually down by about seven |
2.939 |
Jump to 1686.24 |
CARDINAL
about seven
|
company that dabbles in at least two of |
4.2 |
Jump to 1696.38 |
CARDINAL
at least two
|
those three elements in a more outsized |
4.14 |
Jump to 1698.24 |
CARDINAL
three
|
way TJ Maxx certainly one of them here |
3.9 |
Jump to 1700.58 |
CARDINAL
one
|
increase by about three percent that is |
3.54 |
Jump to 1704.48 |
PERCENT
about three percent
|
one more note and I'm going to have to |
3.24 |
Jump to 1757.64 |
CARDINAL
one
|
the push and pull and it's like one |
2.939 |
Jump to 1800.84 |
|
least in the S P 500 that we've seen to |
3.84 |
Jump to 1893 |
ORG
the S P 500
|
to the upsides of it 3 800 to 4200 back |
5.339 |
Jump to 1910.34 |
CARDINAL
3 800
CARDINAL
4200
|
full year forecast so all three major |
3.78 |
Jump to 1950.6 |
CARDINAL
three
|
averages in the green up about four |
5.041 |
Jump to 1952.159 |
CARDINAL
about four
|
tenths of one percent and we'll continue |
5.279 |
Jump to 1954.38 |
|
two billion dollars in the second |
3.539 |
Jump to 1977.12 |
MONEY
two billion dollars
ORDINAL
second
|
have stabilized were approximately 49.4 |
5.039 |
Jump to 1993.86 |
CARDINAL
approximately 49.4
|
billion dollars as of Tuesday May 9th |
4.74 |
Jump to 1996.26 |
DATE
Tuesday
DATE
May 9th
|
about 1.8 billion dollars from 47.6 |
6.059 |
Jump to 2001 |
MONEY
about 1.8 billion dollars
CARDINAL
47.6
|
billion dollars as of March 31st here |
3.84 |
Jump to 2004.48 |
DATE
March 31st
|
quite a bit 37 to 27 28 depending on |
6.119 |
Jump to 2062.5 |
|
alphabet hit one and a half trillion |
3.24 |
Jump to 2124 |
PERSON
alphabet
DATE
one and a half trillion
|
dollars in market cap for the first time |
3.78 |
Jump to 2125.74 |
ORDINAL
first
|
alphabet are up 35 this year after |
4.92 |
Jump to 2132.4 |
DATE
35 this year
|
dismal 2022 right alongside Microsoft |
4.98 |
Jump to 2134.56 |
DATE
2022
ORG
Microsoft
|
from so I'm going to use my one of my |
4.5 |
Jump to 2153.82 |
|
to 1999 2000 and the.com era when all |
5.22 |
Jump to 2193.24 |
|
yes that's 100 correct although for |
3.78 |
Jump to 2209.98 |
CARDINAL
100
|
ask you about a specific one of those |
3.299 |
Jump to 2244.78 |
|
macro story because one if we think |
3.601 |
Jump to 2319.119 |
|
um I I think the one thing I will say is |
5.341 |
Jump to 2487.839 |
|
the S P 500 are all higher on this |
4.26 |
Jump to 2701.2 |
ORG
the S P 500
|
in terms of the NASDAQ 100 index it is |
6.48 |
Jump to 2705.46 |
ORG
NASDAQ
CARDINAL
100
|
up by a whopping 20 year to date and |
5.881 |
Jump to 2708.339 |
DATE
20 year to date
|
this out performance for the NASDAQ 100 |
4.86 |
Jump to 2716.38 |
CARDINAL
100
|
expecting 2024 adjusted profit to come |
6.06 |
Jump to 2804.88 |
DATE
2024
|
guidance for the second quarter coming |
3.421 |
Jump to 2819.339 |
DATE
the second quarter
|
was a better than expected first quarter |
3.78 |
Jump to 2827.38 |
DATE
first quarter
|
throughout the last three months |
6.12 |
Jump to 2870.28 |
DATE
the last three months
|
the sort of three major categories that |
4.139 |
Jump to 2903.7 |
CARDINAL
three
|
a good thing it's been up for three |
4.199 |
Jump to 2915.88 |
CARDINAL
three
|
once were second on category so food and |
5.52 |
Jump to 2927.94 |
ORDINAL
second
|
think 61 percent since 2019 and gaining |
5.76 |
Jump to 2933.46 |
PERCENT
61 percent
DATE
2019
|
second quarter and then thirdly just on |
4.381 |
Jump to 2945.579 |
DATE
second quarter
|
is that the second quarter Outlook was |
3.84 |
Jump to 2952.18 |
DATE
the second quarter
PERSON
Outlook
|
third and fourth quarters ahead and also |
6.84 |
Jump to 2962.92 |
ORDINAL
third
|
of reattaning that six percent operating |
4.079 |
Jump to 2969.76 |
PERCENT
six percent
|
hard a hard time reattaining that six |
5.66 |
Jump to 2982.3 |
CARDINAL
six
|
so over the last 10 years interestingly |
3.841 |
Jump to 2988.119 |
DATE
the last 10 years
|
margin of seven percent but the target |
5.819 |
Jump to 2994.3 |
PERCENT
seven percent
|
six |
3.181 |
Jump to 3000.119 |
CARDINAL
six
|
operating margin of 5.2 percent for the |
5.16 |
Jump to 3003.3 |
PERCENT
5.2 percent
|
second quarter they're expecting the |
4.38 |
Jump to 3006.18 |
DATE
second quarter
|
issue to be about 500 million dollars uh |
4.979 |
Jump to 3031.38 |
MONEY
about 500 million dollars
|
this year or half a billion dollars |
3.541 |
Jump to 3034.859 |
DATE
this year
MONEY
half a billion dollars
|
versus I think it was 400 million |
4.621 |
Jump to 3036.359 |
CARDINAL
400 million
|
dollars through the first three quarters |
4.98 |
Jump to 3038.4 |
DATE
the first three quarters
|
path to returning to that six percent or |
5.64 |
Jump to 3051.54 |
PERCENT
six percent
|
maybe even seven percent over time I |
5.22 |
Jump to 3053.52 |
PERCENT
seven percent
|
which was arguably a very difficult one |
4.44 |
Jump to 3180.48 |
|
10 years it's been quite a journey for |
5.04 |
Jump to 3212.76 |
DATE
10 years
|
two significant uh issues for for one |
6.36 |
Jump to 3268.68 |
CARDINAL
two
CARDINAL
one
|
it's a one it's one of our top picks in |
3.78 |
Jump to 3282 |
CARDINAL
one
CARDINAL
one
|
sure so one thing that we actually pay |
6.18 |
Jump to 3320.52 |
|
also tends to lag on about a nine month |
4.94 |
Jump to 3335.94 |
DATE
nine month
|
recession in the third quarter but if we |
4.441 |
Jump to 3354.359 |
DATE
the third quarter
|
um for example in 0809 Walmart compt up |
5.58 |
Jump to 3366.96 |
ORG
0809 Walmart
|
on a two-year stack basis up four |
4.141 |
Jump to 3370.619 |
DATE
two-year
CARDINAL
four
|
General which was up 20 but it was much |
5.28 |
Jump to 3374.76 |
CARDINAL
20
|
mid single digits so it's clearly one |
4.74 |
Jump to 3380.04 |
|
which we'll look at in a second |
2.459 |
Jump to 3590.88 |
ORDINAL
second
|
one and a half percent right here so |
4.439 |
Jump to 3618.42 |
DATE
one and
|
3.3 so this is definitely contributing |
4.5 |
Jump to 3624.599 |
CARDINAL
3.3
|
to get back to the NASDAQ 100 and take a |
3.24 |
Jump to 3632.04 |
|
up about 1.6 and Nvidia I want to call |
4.86 |
Jump to 3644.28 |
CARDINAL
about 1.6
PERSON
Nvidia
|
company reports one week from today as |
5.221 |
Jump to 3661.799 |
DATE
one week
DATE
today
|
turn of former First Republic CEO |
4.141 |
Jump to 3683.819 |
GPE
First Republic
|
of svb's failure on March 10th |
5.52 |
Jump to 3697.74 |
DATE
March 10th
|
Morgan taking over first Republican |
4.26 |
Jump to 3715.02 |
ORDINAL
first
NORP
Republican
|
multi-billion dollar banks on shaky |
3.84 |
Jump to 3744.54 |
MONEY
multi-billion dollar
|
three bipartisan Senators has introduced |
4.561 |
Jump to 3774.119 |
CARDINAL
three
|
if a bank failed in the five-year period |
6.54 |
Jump to 3783.96 |
DATE
five-year
|
about the roughly 30 outstanding |
4.199 |
Jump to 3821.88 |
CARDINAL
roughly 30
|
stock options 11 days before svb |
5.579 |
Jump to 3828.24 |
DATE
11 days
|
a goal of two percent and full |
2.7 |
Jump to 3904.74 |
PERCENT
two percent
|
know this two percent target has been |
3 |
Jump to 3952.74 |
PERCENT
two percent
|
though why is two percent the right |
3.839 |
Jump to 3958.74 |
PERCENT
two percent
|
about zero percent two percent some |
3.9 |
Jump to 3969.54 |
PERCENT
about zero percent
PERCENT
two percent
|
three to four so it really is a policy |
3.96 |
Jump to 3973.44 |
CARDINAL
three to four
|
generally two and it's seen as um I |
5.339 |
Jump to 3978.72 |
CARDINAL
two
|
to two percent |
3.779 |
Jump to 4079.28 |
PERCENT
two percent
|
2011 was that |
4.98 |
Jump to 4087.44 |
DATE
2011
|
2011 episode it does have the potential |
4.681 |
Jump to 4161.359 |
DATE
2011
|
guess there's two ways to play it |
4.38 |
Jump to 4172.1 |
CARDINAL
two
|
we saw in 2011 that risk off episode was |
4.081 |
Jump to 4184.819 |
DATE
2011
|
outlook down two and three quarters |
3.719 |
Jump to 4238.46 |
DATE
two and three quarters
|
a net profit in the first quarter led by |
4.74 |
Jump to 4243.62 |
DATE
the first quarter
|
tweeting prowess that's one word for it |
4.021 |
Jump to 4257.239 |
|
four tenths of one percent now cutting |
3.96 |
Jump to 4422.3 |
CARDINAL
four tenths
|
that down to about three tenths a third |
3.721 |
Jump to 4424.159 |
CARDINAL
about three tenths a third
|
of one percent or even a fifth of one |
2.939 |
Jump to 4426.26 |
PERCENT
one percent
ORDINAL
fifth
CARDINAL
one
|
percent or even a tenth of one percent |
3.72 |
Jump to 4427.88 |
CARDINAL
a tenth
|
still for now all three major averages |
4.5 |
Jump to 4431.6 |
CARDINAL
three
|
made that seems to be one of the things |
2.941 |
Jump to 4486.199 |
|
two-thirds of the Enterprise value of |
3.66 |
Jump to 4564.62 |
CARDINAL
two-thirds
|
the company in the next five years |
4.44 |
Jump to 4566.6 |
DATE
the next five years
|
confidence so so first I'll say you know |
3.66 |
Jump to 4610.94 |
|
that I think this might be one of those |
3.6 |
Jump to 4613.04 |
|
increased confidence are one just the |
4.26 |
Jump to 4662.12 |
CARDINAL
one
|
vehicles travel over 100 million miles |
7.08 |
Jump to 4710.78 |
QUANTITY
over 100 million miles
|
about 200 million so far driven you know |
4.319 |
Jump to 4719.9 |
CARDINAL
about 200 million
|
passed roughly a million miles |
5.22 |
Jump to 4731.54 |
QUANTITY
roughly a million miles
|
going going to resolve their 4680 |
6.32 |
Jump to 4747.8 |
DATE
4680
|
least three to four years ahead of the |
4.14 |
Jump to 4758.96 |
|
decline curve that really no one else in |
4.02 |
Jump to 4769.34 |
|
yeah I think this is one of the you know |
4.679 |
Jump to 4826.04 |
|
that that Tesla has had uh one uh you |
4.201 |
Jump to 4830.719 |
ORG
Tesla
|
know I'm gonna comment first on the |
3.121 |
Jump to 4833.719 |
ORDINAL
first
|
using just one one piece of material |
3.661 |
Jump to 4845.239 |
CARDINAL
just one
|
um while at the same time the model 3 |
4.2 |
Jump to 4996.86 |
CARDINAL
3
|
ARC invest we have a five-year |
3.06 |
Jump to 5058.54 |
ORG
ARC
DATE
five-year
|
over a five-year time period |
4.14 |
Jump to 5063.46 |
DATE
five-year
|
because when you're talking about five |
3.479 |
Jump to 5072.76 |
|
one to make dollar cosmashahi say hold |
3.541 |
Jump to 5097.719 |
|
say a challenging 12 months I want to be |
5.161 |
Jump to 5307.719 |
DATE
12 months
|
um difficult for at least the next 12 |
3.84 |
Jump to 5324.76 |
DATE
at least the next 12
|
uh start with Tesla here first and |
3.301 |
Jump to 5345.219 |
ORDINAL
first
|
each quarter including this one there's |
3.48 |
Jump to 5379.84 |
DATE
each quarter
|
it was you know the first mover but |
4.38 |
Jump to 5408.46 |
ORDINAL
first
|
for a million different reasons but at |
3.6 |
Jump to 5416.26 |
CARDINAL
million
|
they've got that no one else has is a |
4.619 |
Jump to 5449.02 |
|
hundred percent focus on Eevee they're |
4.92 |
Jump to 5451.36 |
PERCENT
hundred percent
GPE
Eevee
|
its popularity on pre-orders two years |
5.821 |
Jump to 5473.139 |
DATE
two years
|
why why I want one I think they're nuts |
5.401 |
Jump to 5475.719 |
|
four wheel versus two-wheel sure if he |
3.779 |
Jump to 5505.42 |
CARDINAL
four
CARDINAL
two
|
comes with a two-wheel first they'll |
3.239 |
Jump to 5508 |
CARDINAL
two
ORDINAL
first
|
one do you think it'll appeal to the |
5.281 |
Jump to 5518.739 |
|
hybrid on the 150 I use the 150 all the |
4.379 |
Jump to 5538.3 |
CARDINAL
150
CARDINAL
150
|
of other things the one thing I really |
3.301 |
Jump to 5558.159 |
|
probably picking up you know what 10 12 |
4.68 |
Jump to 5574.12 |
CARDINAL
10 12
|
person to person that's one sector of |
5.76 |
Jump to 5749.32 |
CARDINAL
one
|
the economy there's 11 sectors in the s |
4.92 |
Jump to 5752.38 |
CARDINAL
11
|
11 sectors here's what I've learned post |
3.6 |
Jump to 5758.92 |
CARDINAL
11
|
a 40 percent of the staff approximately |
4.44 |
Jump to 5768.82 |
PERCENT
40 percent
|
and when you now know that 40 don't have |
3.841 |
Jump to 5790.719 |
CARDINAL
40
|
successful companies that have 40 people |
4.679 |
Jump to 5794.56 |
CARDINAL
40
|
pulling out the shrinkage is like 10 |
5.279 |
Jump to 5875.44 |
CARDINAL
10
|
not the only one look at Los Angeles |
5.1 |
Jump to 5891.52 |
GPE
Los Angeles
|
reasons and safety three thousand |
4.259 |
Jump to 5900.94 |
|
commercial real estate one of the next |
4.32 |
Jump to 5924.58 |
CARDINAL
one
|
when it used to be packed that's 40 50 |
4.62 |
Jump to 5951.46 |
CARDINAL
40 50
|
15 seconds here from the relationships |
3.601 |
Jump to 5992.679 |
TIME
15 seconds
|
inventory for Q3 and four now I've got |
3.419 |
Jump to 6015.3 |
PERSON
Q3
|
five to Five Hundred employees anymore |
4.261 |
Jump to 6035.219 |
CARDINAL
five to
CARDINAL
Five Hundred
|
Bank collapse and the other two Banks |
3.661 |
Jump to 6043.199 |
CARDINAL
two
ORG
Banks
|
debts has surpassed a record 17 trillion |
5.621 |
Jump to 6213.199 |
CARDINAL
17 trillion
|
totaling more than 900 billion dollars |
3.66 |
Jump to 6218.82 |
MONEY
more than 900 billion dollars
|
and this quarter marked the first time |
3.48 |
Jump to 6220.8 |
DATE
this quarter
ORDINAL
first
|
in more than 20 years that credit card |
4.98 |
Jump to 6222.48 |
DATE
more than 20 years
|
balance is up by 14 compared to the year |
5.461 |
Jump to 6236.639 |
CARDINAL
14
DATE
the year
|
yeah well first of all thanks for having |
3.599 |
Jump to 6268.02 |
ORDINAL
first
|
for the last two years has caused people |
5.279 |
Jump to 6275.4 |
DATE
the last two years
|
a two-pronged approach you have to |
3.901 |
Jump to 6291.179 |
CARDINAL
two
|
at some zero percent offers I mean they |
4.381 |
Jump to 6377.639 |
PERCENT
some zero percent
|
some of those balances to a zero percent |
4.5 |
Jump to 6382.02 |
PERCENT
zero percent
|
payments on that if you switch to a zero |
5.339 |
Jump to 6397.8 |
CARDINAL
zero
|
18-month offer you better have a way to |
3.661 |
Jump to 6403.139 |
DATE
18-month
|
wiped it out in 18 months because |
4.439 |
Jump to 6406.8 |
DATE
18 months
|
the first thing you wipe out yeah it's a |
5.58 |
Jump to 6426.78 |
ORDINAL
first
|
don't have a problem with having one you |
2.639 |
Jump to 6484.56 |
CARDINAL
one
|
industry right in 151 billion dollars in |
4.5 |
Jump to 6653.52 |
MONEY
151 billion dollars
|
know the average consumer nearly 50 |
4.081 |
Jump to 6693.719 |
|
percent of consumer snack three times a |
5.04 |
Jump to 6695.699 |
CARDINAL
three
|
of one's lunchbox |
4.079 |
Jump to 6750.06 |
CARDINAL
one
|
at a macro level we have two really |
4.2 |
Jump to 6751.8 |
CARDINAL
two
|
nearly 90 of our portfolio really |
4.681 |
Jump to 6762.119 |
CARDINAL
nearly 90
|
two really important uh consumer stocks |
4.68 |
Jump to 6773.34 |
CARDINAL
two
|
can't claim to be an expert at that one |
4.5 |
Jump to 6882.54 |
CARDINAL
one
|
we're nearly ubiquitous we're 10 points |
4.08 |
Jump to 6889.139 |
CARDINAL
10
|
snacking category 65 billion dollars |
4.679 |
Jump to 6985.56 |
MONEY
65 billion dollars
|
Twinkie in a while or hasn't tried one |
4.619 |
Jump to 7004.1 |
PERSON
Twinkie
CARDINAL
one
|
moving from one end of the pendulum to |
3.54 |
Jump to 7092 |
CARDINAL
one
|
Industrial Average S P 500 and the |
3.48 |
Jump to 7149.9 |
ORG
Industrial Average S P 500
|
welcome to Yahoo finance it's 11 A.M on |
4.679 |
Jump to 7323.54 |
ORG
Yahoo
DATE
11 A.M
|
the East Coast 8 A.M on the west I'm |
3.781 |
Jump to 7326.179 |
LOC
the East Coast
|
but first let's check in on how the |
3.72 |
Jump to 7368.06 |
ORDINAL
first
|
at the Dow here of about 128 points |
3.72 |
Jump to 7377.54 |
CARDINAL
about 128
|
about 0.4 or 16 points and the tech |
4.859 |
Jump to 7381.26 |
CARDINAL
about 0.4
CARDINAL
16
|
so far this morning up point four |
5.58 |
Jump to 7386.119 |
|
percent or 53 points let's also check in |
5.58 |
Jump to 7388.28 |
CARDINAL
53
|
shorter term yields here the only one in |
3.539 |
Jump to 7395.06 |
|
seven percent on the day meanwhile the |
3.661 |
Jump to 7398.599 |
PERCENT
seven percent
DATE
the day
|
longer term yields the 10-year down |
3.839 |
Jump to 7400.28 |
DATE
10-year
|
point two three percent and the longer |
3.839 |
Jump to 7402.26 |
PERCENT
two three percent
|
term 30-year yield down point four |
4.201 |
Jump to 7404.119 |
DATE
30-year
CARDINAL
four
|
falling two to five percent meanwhile |
4.739 |
Jump to 7433.4 |
PERCENT
two to five percent
|
lackluster guidance as its second |
3.96 |
Jump to 7438.139 |
ORDINAL
second
|
now expecting earnings between 3.13 |
7.26 |
Jump to 7458.54 |
CARDINAL
3.13
|
sorry 3.39 to 3.48 and while retailers |
6.121 |
Jump to 7461.179 |
CARDINAL
3.39
CARDINAL
3.48
|
in this space why does this one stand |
3.299 |
Jump to 7486.38 |
|
full year 2024 what should we read into |
4.259 |
Jump to 7539.36 |
DATE
full year 2024
|
things that are five dollars things that |
2.94 |
Jump to 7568.94 |
MONEY
five dollars
|
are ten dollars and they're very |
3.179 |
Jump to 7570.44 |
MONEY
ten dollars
|
it's uh 29 agree with them 45 don't 25 |
8.221 |
Jump to 7931.159 |
CARDINAL
29
CARDINAL
45
CARDINAL
25
|
I mean I will say it's one thing to sort |
4.2 |
Jump to 7944.36 |
CARDINAL
one
|
move to uh four days a week in person |
5.46 |
Jump to 7980.42 |
DATE
four days
|
11th for that day for when they want |
4.08 |
Jump to 7987.86 |
ORDINAL
11th
|
fell to 42 percent down this they just |
5.4 |
Jump to 8011.38 |
PERCENT
42 percent
|
put out this week down from 49 three |
4.32 |
Jump to 8014.5 |
DATE
this week
CARDINAL
49
|
mean one user on social media on Twitter |
6.179 |
Jump to 8034 |
CARDINAL
one
PRODUCT
Twitter
|
rough ride just look at 2011 have that |
5.659 |
Jump to 8059.44 |
DATE
2011
|
here sponsored by Flex shares all three |
3.841 |
Jump to 8226.479 |
ORG
Flex
CARDINAL
three
|
still up about about 124 points there |
5.52 |
Jump to 8231.82 |
CARDINAL
about about 124
|
the S P 500 there also up about a third |
4.5 |
Jump to 8234.58 |
ORG
the S P 500
CARDINAL
about a third
|
unscathed just look back to 2011. |
4.08 |
Jump to 8261.34 |
DATE
2011
|
treasuries hard FM Investments is a 5 |
4.559 |
Jump to 8268.84 |
ORG
FM Investments
CARDINAL
5
|
billion dollar multi-boutique investment |
3.84 |
Jump to 8271.66 |
MONEY
billion dollar
|
this is one of the the few areas of the |
3.96 |
Jump to 8294.04 |
|
think we've seen the one month go to |
2.58 |
Jump to 8303.88 |
DATE
the one month
|
levels no one thought it would and if |
2.819 |
Jump to 8305.08 |
|
they say it's 99 boredom and one percent |
4.679 |
Jump to 8334.54 |
CARDINAL
99
PERCENT
one percent
|
but ultimately the one month will calm |
4.5 |
Jump to 8344.679 |
DATE
the one month
|
can't do this by June 1st and whether |
4.2 |
Jump to 8359.26 |
DATE
June 1st
|
it's June 1st or June 3rd we have to |
3.899 |
Jump to 8361.12 |
DATE
June 1st or June 3rd
|
call it June 1st because politicians |
3.36 |
Jump to 8363.46 |
DATE
June 1st
|
stops paying employees but then three |
3.78 |
Jump to 8379.42 |
CARDINAL
three
|
be used but I don't think the first |
3.66 |
Jump to 8384.88 |
ORDINAL
first
|
rule of four percent you're trying to |
3.06 |
Jump to 8417.76 |
PERCENT
four percent
|
get a four percent yield and if you can |
3.3 |
Jump to 8419.08 |
PERCENT
four percent
|
and disadvantages of doing it one way or |
3.42 |
Jump to 8458.439 |
CARDINAL
one
|
if you take a look at the 90 day there |
3.361 |
Jump to 8480.399 |
|
are a lot of 90 day notes whether it's a |
3.84 |
Jump to 8482.2 |
DATE
90 day
|
30-year note that's almost expired a |
3.66 |
Jump to 8483.76 |
DATE
30-year
|
one-year note that's three quarters away |
2.76 |
Jump to 8486.04 |
DATE
one-year
CARDINAL
three quarters
|
through its life or the one issued last |
3.54 |
Jump to 8487.42 |
|
one which is that most recently issued |
3.54 |
Jump to 8492.52 |
|
stream as opposed to waiting 90 days to |
4.08 |
Jump to 8497.859 |
DATE
90 days
|
noon hour we're seeing the Dowd S P 500 |
5.721 |
Jump to 8704.319 |
TIME
noon hour
ORG
the Dowd S P
|
0.3 percent now given that the NASDAQ |
5.439 |
Jump to 8710.04 |
PERCENT
0.3 percent
ORG
NASDAQ
|
100 continues to advance in today's |
4.5 |
Jump to 8713.38 |
CARDINAL
100
DATE
today
|
higher by over 20 percent year-to-date |
4.74 |
Jump to 8717.88 |
PERCENT
over 20 percent
|
declined by 5.8 in the latest quarter |
5.819 |
Jump to 8761.5 |
CARDINAL
5.8
DATE
the latest quarter
|
company is now expecting its 2024 just a |
4.739 |
Jump to 8793.24 |
DATE
2024
|
advertise for the first time in history |
5.579 |
Jump to 8833.74 |
ORDINAL
first
|
technology Congress made one thing clear |
4.021 |
Jump to 8854.859 |
ORG
Congress
CARDINAL
one
|
Section 230 that's part of the |
3.721 |
Jump to 8877.899 |
CARDINAL
230
|
to regulate it it just got two big too |
5.76 |
Jump to 8896.26 |
CARDINAL
two
|
saying that this was the first of |
2.82 |
Jump to 8931.78 |
ORDINAL
first
|
Blizzard for that 70 billion dollars and |
6 |
Jump to 9004.08 |
MONEY
70 billion dollars
|
that they're all talking about with 10 |
6.721 |
Jump to 9045.359 |
CARDINAL
10
|
one so you would have basically what |
3.42 |
Jump to 9080.76 |
|
responsible for one of yesterday's |
3.899 |
Jump to 9133.5 |
CARDINAL
one
DATE
yesterday
|
about six and a half percent will ask |
5.72 |
Jump to 9144.78 |
CARDINAL
about six and a half
|
one day AI can streamline Healthcare we |
4.739 |
Jump to 9376.62 |
GPE
AI
ORG
Healthcare
|
one of the biggest hurdles in all this |
4.139 |
Jump to 9425.76 |
CARDINAL
one
|
experimenting with all these is just one |
4.98 |
Jump to 9448.8 |
CARDINAL
one
|
the FDA is one of those the guardrails |
3.9 |
Jump to 9453.78 |
ORG
FDA
|
posted record Revenue a whopping 80 |
4.86 |
Jump to 9513.06 |
CARDINAL
80
|
sharply for the second day in a row |
4.319 |
Jump to 9523.62 |
DATE
the second day in a row
|
very proud of the quarter 80 growth we |
5.16 |
Jump to 9545.76 |
DATE
quarter 80
|
the different regions 90 growth in in |
5.88 |
Jump to 9550.92 |
CARDINAL
90
|
America's 50 cross in Europe almost 100 |
6.119 |
Jump to 9553.74 |
GPE
America
CARDINAL
50
LOC
Europe
CARDINAL
almost 100
|
over last year with 14 and a half |
6.66 |
Jump to 9561.6 |
DATE
last year
DATE
14 and a half
|
yeah we have I think we have two |
4.021 |
Jump to 9589.319 |
CARDINAL
two
|
elements at play here one is we're |
3.9 |
Jump to 9591.3 |
|
with that and then the other one is over |
4.559 |
Jump to 9604.26 |
|
in front of me uh which is the first |
4.2 |
Jump to 9642.72 |
ORDINAL
first
|
makes almost 15 of the sales in that |
3.779 |
Jump to 9681.66 |
CARDINAL
almost 15
|
did see uh you know to the 60 to 100 |
6.02 |
Jump to 9694.74 |
CARDINAL
60 to 100
|
that 60 cross profit margin |
4.92 |
Jump to 9722.64 |
CARDINAL
60
|
want to run five miles 10 miles a week |
5.88 |
Jump to 9791.939 |
QUANTITY
five miles 10 miles
|
and Martin one of the key themes that we |
4.019 |
Jump to 9795.84 |
PERSON
Martin
CARDINAL
one
|
three biggest takeaways what have you |
3.72 |
Jump to 10030.62 |
CARDINAL
three
|
the year I do have three takeaways and |
3.54 |
Jump to 10038.06 |
DATE
the year
CARDINAL
three
|
the first one I want to start with is |
4.32 |
Jump to 10039.92 |
ORDINAL
first
|
the call the second thing I want to call |
4.08 |
Jump to 10074.42 |
ORDINAL
second
|
very first time Paramount Global also |
4.38 |
Jump to 10084.2 |
ORDINAL
first
ORG
Paramount Global
|
seeing its worst decline in six months |
5.161 |
Jump to 10098.359 |
DATE
six months
|
my third Point price hikes are on the |
4.68 |
Jump to 10120.56 |
ORDINAL
third
|
end of 2023 |
4.02 |
Jump to 10181.58 |
DATE
2023
|
think in 2024 and 2025 we're going to |
5.699 |
Jump to 10220.28 |
DATE
2024
DATE
2025
|
the number one choice here they're |
4.621 |
Jump to 10231.979 |
|
to the upside here up about one and a |
3.42 |
Jump to 10267.38 |
CARDINAL
about one
|
third of a percent it's a busy time for |
3.781 |
Jump to 10268.939 |
ORDINAL
third
|
zero when they launched in November of |
5.28 |
Jump to 10325.64 |
CARDINAL
zero
DATE
November of
|
19 to surpassing Netflix across you know |
5.219 |
Jump to 10327.56 |
CARDINAL
19
PERSON
Netflix
|
uh the second season of a show featuring |
5.101 |
Jump to 10450.319 |
DATE
the second season
|
the second season of Loki they have a |
4.92 |
Jump to 10455.42 |
DATE
the second season
ORG
Loki
|
well there's no just one platform |
5.28 |
Jump to 10598.76 |
|
unprecedented events First Republic CEO |
5.7 |
Jump to 10686.96 |
GPE
First Republic
|
was no doubt collateral damage a hundred |
4.439 |
Jump to 10696.92 |
CARDINAL
a hundred
|
billion dollars worth of deposits were |
3.659 |
Jump to 10699.62 |
|
Dow here up about 186 points or about |
5.279 |
Jump to 10722.66 |
CARDINAL
about 186
|
half a percent here the S P 500 also up |
4.919 |
Jump to 10725.06 |
CARDINAL
half
ORG
the S P 500
|
here for the NASDAQ as well up about 65 |
5.401 |
Jump to 10729.979 |
ORG
NASDAQ
CARDINAL
about 65
|