Page 62 - Halftime Report News Today

Korea. General mattis and i communicate virtually every day, and we agree there must be the highest level of coordination between our diplomatic efforts and our military efforts you cant have a stronger partner than secretary of defense who embraces diplomacy, and i hope he feels he has the partner he needs at the state department this is just the beginning of the list of partners and friends across the government who are all working for the American People theres much to be done, and were just ...

Really should be getting a lot of focus i know were talking a lot about small caps and all the talk about the f. A. N. G. S building, visa, apple, mcdonalds all great years and now the transports have joined along as well. The transports were just waiting there, waiting to move higher they were down 25 , 30 boss so as the market looked like it was fine, everything was great they were getting pummeled so over the last week they started moving up. Delta yesterday came out and said, you know what. ...

At the high of the day joe, the meltup continues. Steve and i were talking before the show. Surat and i also had a conversation about how methodical the rise it its almost like walking up that staircase. I think its interesting, tomorrow youre going to get the unemployment report. I think you have to begin to really price in is this also beyond just good earnings, scott, is this about growth accelerating is this about repricing the economy maybe towards 2. 5 , something that we didnt think was p...

Look across the pond its a mixed pictures over there. The tenyear note yield. We have some employment data, there is the 232 our road map starts with wall streets record run. U. S. Stock futures pointing to a higher open, the s p at its longe streak of records now in 20 years. Plus delivery wars u. P. S. And fedex shares are following on reports that amazon is testing its own Delivery Service. And bill ackman rumphing up his push for changes at adp, well hear why he thinking that company could b...

Administrations tax cut dreams a reality. Lets get straight to ylan mui in d. C. With the latest. Reporter melissa, two big hurdles for tax reform are now out of the way the house passed its budget for 2018 just about an hour ago the Senate Passed its version out of committee. This is important, because once they reach a final agreement on the budget, republicans will unlock the special rules that allow them to get tax reform done without any help from democrats. House Speaker Paul Ryan trying t...

But for the most part it has been an unabated rally to new record highs which jimle cramer said earlier today is making him a little nervous im a little more a little less constructive than most people the last part of this rally has been on an absence of news when all they arereally hoping for fed rate hike and maybe a tax cut. Every day i start the show with like heres what im worried about because nobody seems is as worried as i am im worried well, because, josh, the market just continues to ...

That ges challenges are worse than anybody else in the market. They say its bod and could potentially get worse. So the problem with that kind of prognosis for shareholders is, you know, this this historically has been a orphan stock. Some people said i dont really need high returns. I feel like this company is going to endure and it will be like good enough or a market stock, and that has not been the case for a while the situation has been deteriorating. Its almost become a conglomerate, but i...

Josh, you said, we talked about this yesterday. Its at 84, up more than a 4 1 3 . When a mega cap name like a wart has a gap up open like this it doesnt slow down so easily. Think about the sheer amount of buying that it takes to get a stock like this of this size to do Something Like a 4. 3 gap and roll and again, this is a high we havent seen in this name since march of 2015. Thats 2 1 2 years of consolidation. Heres the president today meeting with Henry Kissinger at the white house moments a...

Everybody on the desk likes visa. Yeah. And with good reason. And you cant fault jim for saying what he did considering what the stocks continue to do. Oh, certainly. I mean, these are two bellwethers really in terms of getting financial exposure you know, we had long talked about, well, how do you get the financial exposure do you look at the Big Five Banks . There were moments when we questioned and were skeptical about that but never did that with visa and mastercard and now youre witnessing ...

Yeah. The only exposure i have at this point in time is home depot and theyre the one that has battled them really well when you look at the growth they have done online but those that are competing and can go after amazon, because that is the big elephant we talk about it all the time, you look around out there, those that are competing well against them, those stocks are doing pretty well. Look at walmart, look at home depot. Costco to some degree. Im beginning to tihink when do look out on th...