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go commit money welcome to claim Erica I'll be one ranked you bu and if you remember Charlie the tuna from those old star kiss ads you know the debonair fish with good taste who fainted himself the perfect tuna for starkest in every and Charlie the tuna got shut down sorry Charlie because starkest didn't want tuna with good taste they wanted tuna that tastes good I dressed up the 60s Jim because today the market rejected Charlie the tuna would the taste for turbocharged growth stocks and instead went with tuna that just playing taste good meaning solid cleaning companies with no real flaws that have newfound consistency now look if you only look at the averages this would have seemed like a sedate day down dipping 23 points that's a big inching down point to our per said that's like the declining point three over said oh but when you dig deeper there was a major rotation out of the Charlie the tuna stocks and into plain old albacore packed in water it all started yesterday when the banks reported much better than expected quarter especially given that the inverted yield curves crimping their ability to make money off your deposits turns out the banks of so many other robust ernie streams that we don't need to fret about the yield curve as much as we once thought JP morgan delivered an unbelievably powerful number with impressive growth practically across the board including an astounding eight percent revenue growth the stock immediately roared from 116 through 120 when there's a bad stock represent for closing it just under 120 as CEO Jamie Dimon put it out I quote the consumer continues to be quite strong end quote hey gloom errs and do MERS listen to Jamie Citigroup posted a similar excellent quarter in this market lapped it up a little Gabe backs in the game today even Goldman Sachs which actually missed his projections was able to tell a good story and it stopped rallied yesterday and today going to put his buyback on hold while they sort out this way baan scandal but they're now resuming the repurchase program hey isn't that conviction then today Bank of America pretty huge number fantastic for their digital business is so good that I almost think of this as a technology company that happens to be in banking Magdeburg has 38 million active digital users 29 million mobile banking users last year they launched the virtual voices in aerica and they're already has nine million active users these are extraordinary numbers people they're not just attracting Millennials they're luring in older users toward the numbers couldn't be that bit under that many Millennials repens like Bam America tells us the consumers in good shape their consumer banking division saw seven percent loan growth which is part of why I think the ernie's have real staying power hey by the way and the loan losses are very low how satisfying these figures warren buffett warren buffett currently owns 10% of Bank of America and he's asking the government permission to buy even more I'm betting the Oracle of Omaha wish list will be granted and soon they'll be in there buying the stock hand-over-fist the market embraced these quarterly reports because the bank showed consistent earnings growth when very few people expected them to they're supposed to be more hostage to the Fed with their consumer emphasis the big banks came decoupled from the trade wars now I know the Commerce Department just released some ugly retail sales numbers this is very morning down point-three percent in September but these banks tell a different story they've become the ideal names for the starkest style market yeah they're not flashy they're just tasty what else love extended to health care companies that reported beautiful numbers pulchritude what stocks that had gotten too deep value levels versus their growth rates Johnson & Johnson rallied nicely that's just dust over its growth for the last when management reassured us about all the myriad lawsuits hey look they're gone up against opioid and talc plaintiffs lawyers I felt better after the call UnitedHealth exploded higher when it shot the lights out yesterday even at all when we pulled back today UAH has a habit of delivery terrific results but lately that hasn't matter because it's a managed care situation in a world where the Democratic frontrunner Elizabeth Warren wants to replace these companies with Medicare for all aka single-payer this time though fears weren't enough to keep you in h-town hey more on that later big gal stock then there are the beaten down transports it doesn't take much the cattle portal stock that's selling for seven times earnings so it made perfect sense when the market fell in love with United Continental after the airline boosted its forecast there wasn't much pin action to the rest of the transports it did rally someone and then after the clothes CSX reported an excellent number and it stopped was advancing an aunt ferret rated now let's contrast these winners with the high growth stocks that the markets rejecting sorry Charlie first primer fav workday held an analyst meeting yesterday where they failed to impress the company's core human capital magic division shows its slowing growth something it's unforgivable when your stock sells for over a hundred times earnings I was shocked at it not at this slowing but I mean it this look but not the reaction I mean if they stole at all the reactions gonna be cuddly native this market has no patience for enterprise software companies they can't grow an aggressive pace and I've got to tell you enterprise software didn't do too well for IBM this very evening either service down Adobe both got downgraded today that surprised me because these two stocks are sainted I saw nothing in particular was disconcerting at ServiceNow other than its expensive valuation Adobe that weighed zeroed in on some slowly in its commerce cloud offerings which handicapped the company the last time it reported the negative pin option did extend to Salesforce even though Salesforce did shoot the lights that won it last reported wouldn't hear from founder chairman and co-ceo Marc Benioff later in the show for now just just know this sell-off is total guilt by association although there is a Middle East some overlap between the substance of the Adobe downgrade and Salesforce can the rotation last I don't think it's permanent they never are there's just too much love for growth too much belief in the future of these companies that are currently being taken to the woodshed considered this very evening deep value high yielding IBM at I just mention and high value I valued Netflix reported IBM laying an egg stock is being savaged after the bell while Netflix trumped estimates it's roaring into tomorrow session still the high fliers that got hammered today we need to report some terrific quarters before the markets gonna forgive them the good news there are plenty of senior growth stocks that can still move higher when Merck on October 29th I bet it'll be terrific thanks to ki true - I think CBS that's Victor kind CBS which owns Aetna will print a fabulous number the beginning remember not unlikely yeah help report it in the stock is darn cheap here with a 3% yield I know many of you watched last night's Democratic presidential debate with elation if you favored more redistribution of wealth or with horror if you favor the status quo the rhetoric was intense particularly against the drug companies in the banks yet both groups put up some splendid performance today that doesn't mean they're now immune to politics though but the bottom line is that today's winners are immune to the fallout from the train war they can create terrific ironies from the consumer or from healthcare businesses that have nothing to do with China for this session that was enough to do the job Ian and Pennsylvania in mr.
Kramer a big old belated pumpkin spice booyah - you sir never - 84 that one never - eight what's up thought about American Eagle Outfitters hey yo get it a oh yeah yeah good colder sorry but now I know you don't love the mall space but these guys have a great online operation just came second place Piper Jaffray teen survey both for apparel and places to shop online only beaten by Amazon but the stocks been absolutely beaten down this year currently trading it nearly yearly losed there's a solid dividend stock with price to earnings under 10 and with ten ones from back to school this quarter and holiday shopping coming up do you think this is a good sleeper pick right it could be a trade but I gotta stick by my knitting you know what it is it's watch time Walmart Amazon Target Cosco Home Depot and if I ain't watching I ain't buying let's go to Ali in Hawaii Aloha Aloha Mahalo uh-huh Jim I had a question for you Oscar dental petroleum - behemoths fighting each other icon and Warren Buffett trying to achieve the same goal by shareholder value paying 8% dividend in your opinion is it a good buy now and keep accumulating the company is paying 8% to Warren Buffett he has he certainly has let's call first dibs versus the dividend I don't like the oil stocks I don't like fossil fuels I don't like I said dental all right there's a rotation underneath today's actually the winners are immune to the fall from the trade war and that's all it took to do the job now bunny tonight Marc Benioff says capitalism is dead and needs a reboot so what's this plan I'm talking with the visionary Salesforce powder then UnitedHealthcare sparked a rally for the market yesterday when it reported but what kid it's quarter mean for the managed care sector I'm investigating and it's an under-the-radar FinTech player that could be worth considering I'll reveal the name
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