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Big names that you know I wanna bring in market watchers Shah Gilani -- wanna start what does Yahoo!.
Because this is the one year anniversary of Marisa may taking over at the Helm and in that time the stock is up what percentage -- stats but twenty is that -- percent 7070%.
Now do you like it.
I think it's fairly fully priced it wouldn't -- pony here with may be -- stop at 24 because they had this the -- the -- component they have about 20% generally bobbled that goes public.
There's rumor that had been rumors overnight that Goldman and Credit Suisse may be used it not being out shortly.
I think that could -- the stock and additional pop -- I think it's fairly fully -- he's done a great job well done.
Perfect PR job for the stopped -- but company -- I'm not impressed that -- seventeen acquisitions and none of them really making money.
Think that the time to integrate those into the greater Yahoo! is going to it's gonna be -- the and they're they're at -- are slipping lets -- 11% in the first quarter.
You know I'm laughing because Yahoo! is one of those -- that we put on death watch you know we played the -- -- -- -- watch out this thing is a dog.
I think that long -- so Mecca well the truth 70% it reminds me Julio well yes it it really does that reflect it never -- and I came back to -- died when.
We'll get it right.
Boeing we're calling it Teflon Boeing now doesn't -- -- up 35%.
This calendar yeah yeah like it.
I'm in love with if I think again it is fully price I think a lot of stock -- -- and I think Boeing has that that.
Black Swan out there I don't know that it's going to be the the dreamliner I don't know it's going to be the problems that we saw in Heathrow manifesting felt throughout the the fleet.
Com or something else but.
My -- I'm definitely -- -- doubt in your mind yet about the technical viability of the dreamliner.
You know an official that is going to be a real problem on not so -- hosting clip thing I'd recommend my subscribers that we shorted so we're -- -- -- here.
We're gonna have very tight stop on May be about 10% -- -- -- have laws that would take that and just walk away.
But I think this through this couple do more to come out of the story.
But they say it's not the battery they say it may be the transmitter that created this fire as -- was standing on the tarmac and in London.
But those systems are so integrated so complex that the battery may have had some residual problem pushing -- -- into some of the I believe that some of the Honeywell components that are being questioned that's -- and -- people over there are so.
We don't know -- -- but you're standing by you -- Yes I think it's gonna get them -- -- -- Goldman Sachs profits huge nearly two billion in three months Wednesday.
Again fully price in here and the good half of their profitability -- this quarter came from trade so.
That tells us that there in the training game that never left a pretty game and they won't and they've been on the bank the bank holding company which it became.
As part of the crisis but really there are there they're trading back and we use the word investment bank and a lot of these Wells Fargo city.
It JPMorgan had these investment banking break outs that those that are trading -- -- are still proprietary -- components.
That there are the backside of some of the -- that they do for their customers but they're training and -- -- powerhouse we're concentrating.
Yahoo! Boeing Goldman he Odom know -- full disclosure.
You know like commodities don't love any of them up well next time -- on many good points on the do you truly I have fallen eleven Microsoft.
Well hopefully wait yes it drop the break we wanna talk about this since you like it and I'd like -- as long as you like it really I just it wasn't a big fan of them and it was going to go anywhere.
Now that I've seen what they're going to do and I think there's a lot more to come iPad yes I like it.
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