Page 17 - Margin Expansion News Today

So, so good. But there is a downward bias in how many investors approach this market and i think its kept people out of lots and lots of good stocks. Sadly no matter what i say, this pius will probably increase. Now that january is behind us, february is ahead. Sop declining. 6 . What do i really mean by a downward bias . Im talking about a market that plummets at the opening off of the weak germany yeah, germany. And then snaps back when investors recognize how silly that correlation again im t...

Many days . Sure, best way to tackle it for me would be to explain what my attitude was coming into 2018 and what im thinking presently. I came into the year thinking the market would trade in the range up 10 at best maybe down 15 at worst. That there was much too much complacency and i like to come back and discuss each separately too much complacenccomplacency. Everyone was many the same side of the boat. When everyone is in the same side, youve got to wonder a little bit third and most import...

Its completely unprecedented. If you correlate deficits, government borrowing to Interest Rate, there is a zero correlation with it. I think rates are going up because of the fear that inflation is going to return and the central bank largess we have enjoyed or last 10 years is going to have to act faster than people think. Is time to understand what is driving yields higher. Is a sort of janet, drip, drip through the year. We know the treasury has more to issue to find out what we expect to be ...

Exchange. Im wilfred frost. Im seema mody in for sara eisen. Good morning to you. Good morning to you as well happy first day of february. Our top story, facebook shares rebounding following a drop after yesterdays close. The company crushing Quarterly Results but reporting a big drop off in the amount of time users spend on the site. Well have more on the quarter straight ahead there is the share price move. Down as much as 4 when people focus on that drop off on time usage by users after Shery...

All hitting new highs today. Weve peeled back a bit, but pete, we have had now more record closes in a january than we ever have before. I think theres, people can call euphoria or just say enthusiasm, but theyre reading what theyre seeing this h front of them. Obviously, the tax reform that so many thought was built in are priced in was not price d in and now theyre starting to see that were getting leaks almost every single day so i think thats adding to it, but weve had great volumes. You loo...

Critically helping sentiment, china stocks recording their biggest twoday gain in seven years. A number of stocks there are still halted. Weve got the Portfolio Manager for fidelitys 2 billion china fund coming up. He says there are a lot of opportunities in the china market right now. Well tell you where. The latest data show the pc market is just getting clobbered. Its dying yet again. Could microsoft have a plan to revitalize that sector . Thats coming up. Also a new bill that could help pati...

That conference. A lot of optimism there. And well discuss why hundreds of millions of dollars are going into Alzheimers Research it still may not be enough to make any real progress. Also along musk discussing the latest spacex rocket failure right now. Well bring you the latest headlines soon as we get them. We start with our closing bell exchange. The major averages are in record territory. Territory. Mr. Willis whats moving this market today . This is another one of those days where we are h...

Firm has no intention of tlashing outtlash thrashing out a takeover deal. Theres nothing to negotiation. Unilever too sales rebound despite emerging markets. The ceo is planning on another year of growth. Overall results 2. 9 underlying growth. This is the 7th year in a row that we have top and bottom line growth. Strong internals as well. And welcome everyone to the show. A number of earnings out of switzerland to cover. First, Credit Suisse beat expectations in the Second Quarter with profit o...

Man opened fire and a Movie Theater last night. He killed two people and wounded nine others before killing himself. The shooter tried to escape and then turned back when he saw police entered the theater. Governor jindal when these acts of violence happen in a Movie Theater, when there is no real good reason why this kind of evil should intrude on the lives or families were out for a night of entertainment, a lot of us were horrified and shocked. The great thing about america is when any of us ...

The first officers heard the gunshots and they still ran through that theater. They do an amazing job protecting us every single day. Im grateful for their heroism and i think well hear other stories from folks inside the theaters as details come out. Were switching gears this morning. We have breaking news right now. It is now official anthem is buying cigna for 188 in cash and stocks. The transaction valued at 54. 2 billion on an enterprise basis. This of course, a transaction thats been long ...