Recap of "Fox Business" - 9/21/09
Ockham's daily Recap of Fox Business.
Listed below are stocks that were mentioned in Fox Business's Fox Business on Monday September, 21st.
Fox Business Channel provides expert analysis, market commentary, and reporting on the news stories that are shaping the market. This program runs throughout nearly the entire day (from 10amuntil 3pm ET) of trading. A group of distinguished hosts rotate depending on the time of day, these personalities include: Dagen McDowell, Brian Sullivan, Tom Sullivan, Cheryl Casone, Stuart Varney, Liz Claman and David Asman. Since, this show spans the majority of the day, there is a good chance that if it is making news than it has been covered on this show. Check below to see a list of the news making stocks.
Want to know everything that was said on Fox Business? Then you have to watch it. Visit Fox Business for show times and channel guides.
Fox Business - Fox Business Stock Commentary for 9/21/2009
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2:57P, Sep. 21,2009
DELL
$15.96 Dell, Inc.
Dell, Incorporated (DELL) Discussed on Fox Business's Fox Business Dell, Incorporated is in the news. Find out how this impacts DELL trading on Ockham Research. Allies on his board. Whether they standce p for him, that remains to be seen. We haven't heard from the directors, the new directors how they'd weiec in on the issue. Macdonald. Thank you very >> lich. Gearing up for final hour of trading. Lof liz? >> liz: dave, deal of the rigell makes a play for perot systems. Is this a secret move by DELL to get in on the healthcare overhaul? Perot is big in the tech we have the dellcee brian is thadden coming up live to ask about that. Does it mean bill rst t bof plays second f > to the services once the deal goes “… z: dave, deal of the rigell makes a play for perot systems. Is this a secret move by DELL to get in on the healthcare overhaul? Perot is big in the tech we have the dellcee brian is thadden coming up live to ask about that. Does it mean bill rst t bof plays second f > to the services once the deal goes …” |
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2:51P, Sep. 21,2009
HSY
$39.52 The Hershey Company
The Hershey Company (HSY) Discussed on Fox Business's Fox Business The Hershey Company is in the news. Find out how this impacts HSY trading on Ockham Research. >> liz: what are you selling them to? >> a lot of ways. Beyond the dry cleaner channel we expanded into retail. There's a company called pizazz crew that is delivering the earth friend lily igovement on the wal-mart we have HERSHEY merchandise on the hangers and we have been in the avis rental cars delivering coupons to the loyal customers and crystal cruise line cruise ships in the state room. >> david: I have a dirou u word box. Three-letter dirty word. They say hanger or box. I l the ss folded in do you get advertising space >> we are working on a rec teled card that goes in the shirts that boxed. Igost of the shi the ss have paper in the back to keep them >> right. But the vast msutority of the gah eents are delivered on hangers to consumers. In fact billions of them are delivered each o har. >> liz: we know how expensive metal is now for wire hangers. This may be a npha ou tion. >> thank you very much for >> david: > lff > lsioen, see ecofriendly hangers. What would have thunk? John lewis getting it from >> liz: now the federal government has them in the crosshairs. He has so far next on fox “… ers and we have been in the avis rental cars delivering coupons to the loyal customers and crystal cruise line cruise ships in the state room. >> david: I have a dirou u word box. Three-letter dirty word. They say hanger or box. I l the ss folded in do you get advertising space >> we are working on a rec teled card that goes in the shirts that boxed. Igost of the shi the ss have paper in the back to keep them >> right. But the vast msutority of the gah eents are delivered on hangers to consumers. In fact billions of them are delivered each o har. >> liz: we know how expensive metal is now for wire hangers. This may be a npha ou tion. >> thank you very much for >> david: > lff > lsioen, see ecofriendly hangers. What would have thunk? John lewis getting it from >> liz: now the federal government has them in the crosshairs. He has so far next on fox …” |
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2:51P, Sep. 21,2009
WMT
$50.83 Wal-Mart Stores, Inc.
Wal-Mart Stores, Incorporated (WMT) Discussed on Fox Business's Fox Business Wal-Mart Stores, Incorporated is in the news. Find out how this impacts WMT trading on Ockham Research. Hench isce sed for ladies' garments. >> liz: what are you selling them to? >> a lot of ways. Beyond the dry cleaner channel we expanded into retail. There's a company called pizazz crew that is delivering the earth friend lily igovement on the WAL-MART we have hershey merchandise on the hangers and we have been in the avis rental cars delivering coupons to the loyal customers and crystal cruise line cruise ships in the state room. >> david: I have a dirou u word box. Three-letter dirty word. They say hanger or box. I l the ss folded in do you get advertising space >> we are working on a rec teled card that goes in the shirts that boxed. Igost of the shi the ss have paper in the back to keep them >> right. But the vast msutority of the gah eents are delivered on hangers to consumers. In fact billions of them are delivered each o har. >> liz: we know how expensive metal is now for wire hangers. This may be a npha ou tion. >> thank you very much for >> david: > lff > lsioen, see ecofriendly hangers. What would have thunk? John lewis getting it from >> liz: now the federal government has them in the crosshairs. He has so far next on fox “… have hershey merchandise on the hangers and we have been in the avis rental cars delivering coupons to the loyal customers and crystal cruise line cruise ships in the state room. >> david: I have a dirou u word box. Three-letter dirty word. They say hanger or box. I l the ss folded in do you get advertising space >> we are working on a rec teled card that goes in the shirts that boxed. Igost of the shi the ss have paper in the back to keep them >> right. But the vast msutority of the gah eents are delivered on hangers to consumers. In fact billions of them are delivered each o har. >> liz: we know how expensive metal is now for wire hangers. This may be a npha ou tion. >> thank you very much for >> david: > lff > lsioen, see ecofriendly hangers. What would have thunk? John lewis getting it from >> liz: now the federal government has them in the crosshairs. He has so far next on fox …” |
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2:48P, Sep. 21,2009
INTC
$19.55 Intel Corp.
Intel Corporation (INTC) Discussed on Fox Business's Fox Business Intel Corporation is in the news. Find out how this impacts INTC trading on Ockham Research. >>> tomorrow, stay tuned to paul otellini, first onha c1 paul otellini, first on fox business network at 2:00 p.M. Eastern. I'll talk to him about the developer conference they have every year, you can't believe the mind power of the people who gather to talk about where they're going with the chip industry. INTEL has been known to say they've been seeing bottoming in the rstc. Maotelet. >> david: meantime, something all the folks out west are interested in, ecofriendly movement. I hit the designer duds with clothes made from sustainable materials. What about the wire and plastic hangers? >> liz: the progression continues to that thanks to our next guest. Jeff jensen, ceo of vestagreen marketing solutiosio, the createor of of which we have many. Good to see you. >> nice to meet you. Want you to talk about them and tell us why they're ecofriendly. >> they're made from the -- the body of the hanger from the recycled paper board and the hooks from recycled plastics. Polyprophalene number five. Cradle to criedal, recycled and recycleable. >> david: the bottom line this is a terrific advertising space for folks. I'm just wondering how successful you have been. Can you give us dollars and cents example of how sutisessingul you are at selling the ads that appear on the hangers? >> we have many major national brands participating with us on an ongoing basis. Major media companies like tnt, msutor consumer product companies like whisk, >> david: this is the way you package that if you want to put a sample. You can come in on camera “… talk about where they're going with the chip industry. INTEL has been known to say they've been seeing bottoming in the rstc. Maotelet. >> david: meantime, something all the folks out west are interested in, ecofriendly movement. I hit the designer duds with clothes made from sustainable materials. What about the wire and plastic hangers? >> liz: the progression continues to that thanks to our next guest. Jeff jensen, ceo of vestagreen marketing solutiosio, the createor of of which we have many. Good to see you. >> nice to meet you. Want you to talk about them and tell us why they're ecofriendly. >> they're made from the -- the body of the hanger from the recycled paper board and the hooks from recycled plastics. Polyprophalene number five. Cradle to criedal, recycled and recycleable. >> david: the bottom line this is a terrific advertising space for folks. I'm just wondering how successful you have been. Can you give us dollars and cents example of how sutisessingul you are at selling the ads that appear on the hangers? >> we have many major national brands participating with us on an ongoing basis. Major media companies like tnt, msutor consumer product companies like whisk, >> david: this is the way you package that if you want to put a sample. You can come in on camera …” |
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2:45P, Sep. 21,2009
DELL
$15.99 Dell, Inc.
Dell, Incorporated (DELL) Discussed on Fox Business's Fox Business Dell, Incorporated is in the news. Find out how this impacts DELL trading on Ockham Research. And analysts at morning notes tell me these are capital raises for real capital companies, guys and he says he thinks it could be the 3 c1 prothe endpro portend more ipos coming out in the fallfall. >> liz: DELL not holding back at all. Sealing a $4 billion deal to acquire perot system. >> david: sandra smith has more on reasons behind the every time I look at perot I think there is a mistake. Up 65%. >> the deal value for perot shares 65% of the close on it's where the deal put them. $30 a share is what DELL offered to pay for the the best way to explain why they're doing it, I put together a full screen showing five-year stock performance of DELL, ibm, hewlett-packard. Here is the gains you see 65% gain in perot system. DELL has lost 55% over a five-year period. Whereas the bigger competitor hewlett-packard has gained 156%. Ibm has gained 42%. DELL is doing anything it can to boost profitability to benefit, to boost that number that you're seeing right it's paying up to compete be the rivals. $3.9 billion. $30 a share. 68% premium. Pro systems will now become the servicing unit at DELL. A little bit about perot. Obviously, founded by h. Ross perot two-time presidential candidate, texas billionaire. 1,000 customers perot has that will be now going over to DELL. I know you'll be talking to the cfo in the next hour about this. Has a wide range of sectors which looks good to a lot of analysts. 45% of perot's revenues come from the healthcare industry. 25% of them come from the the department of homeland securities, the military are customers of perot systems. What is DELL doing in this environment in looking at h.B., ibm, who during the recession were able to boost revenues and boost profits while DELL struggled, because they were more into the services unit. What happens, corporations, people, consumers, they don't want to buy new hardware in that time but want to keep the hardware they have going. That's what DELL is trying to branch into. >> i'll ask about that. In the next hour, i'll be speaking live with DELL cfo, the chief financial officer asking him exactly that. Do you get all the customers sandra talked about? Is this your healthcare play? We find out more when we speak to brian gladden. >> good stuff. What is in your closet. If you're on the cutting edge of closet chic, it could be ecohanger. >> liz: we're serious. We have a company that's hung up about saving the “… ion deal to acquire perot system. >> david: sandra smith has more on reasons behind the every time I look at perot I think there is a mistake. Up 65%. >> the deal value for perot shares 65% of the close on it's where the deal put them. $30 a share is what DELL offered to pay for the the best way to explain why they're doing it, I put together a full screen showing five-year stock performance of DELL, ibm, hewlett-packard. Here is the gains you see 65% gain in perot system. DELL has lost 55% over a five-year period. Whereas the bigger competitor hewlett-packard has gained 156%. Ibm has gained 42%. DELL is doing anything it can to boost profitability to benefit, to boost that number that you're seeing right it's paying up to compete be the rivals. $3.9 billion. $30 a share. 68% premium. Pro systems will now become the servicing unit at DELL. A little bit about perot. Obviously, founded by h. Ross perot two-time presidential candidate, texas billionaire. 1,000 customers perot has that will be now going over to DELL. I know you'll be talking to the cfo in the next hour about this. Has a wide range of sectors which looks good to a lot of analysts. 45% of perot's revenues come from the healthcare industry. 25% of them come from the the department of homeland securities, the military are customers of perot systems. What is DELL doing in this environment in looking at h.B., ibm, who during the recession were able to boost revenues and boost profits while DELL struggled, because they were more into the services unit. What happens, corporations, people, consumers, they don't want to buy new hardware in that time but want to keep the hardware they have going. That's what DELL is trying to branch into. >> i'll ask about that. In the next hour, i'll be speaking live with DELL cfo, the chief financial officer asking him exactly that. Do you get all the customers sandra talked about? Is this your healthcare play? We find out more when we speak to brian gladden. >> good stuff. What is in your closet. If you're on the cutting edge of closet chic, it could be ecohanger. >> liz: we're serious. We have a company that's hung up about saving the …” |
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2:45P, Sep. 21,2009
IBM
$121.56 International Business Machines Corp.
International Business Machines Corporation (IBM) Discussed on Fox Business's Fox Business International Business Machines Corporation is in the news. Find out how this impacts IBM trading on Ockham Research. Every time I look at perot I think there is a mistake. Up 65%. >> the deal value for perot shares 65% of the close on it's where the deal put them. $30 a share is what dell offered to pay for the the best way to explain why they're doing it, I put together a full screen showing five-year stock performance of dell, IBM, hewlett-packard. Here is the gains you see 65% gain in perot system. Dell has lost 55% over a five-year period. Whereas the bigger competitor hewlett-packard has gained 156%. IBM has gained 42%. Dell is doing anything it can to boost profitability to benefit, to boost that number that you're seeing right it's paying up to compete be the rivals. $3.9 billion. $30 a share. 68% premium. Pro systems will now become the servicing unit at dell. A little bit about perot. Obviously, founded by h. Ross perot two-time presidential candidate, texas billionaire. 1,000 customers perot has that will be now going over to dell. I know you'll be talking to the cfo in the next hour about this. Has a wide range of sectors which looks good to a lot of analysts. 45% of perot's revenues come from the healthcare industry. 25% of them come from the the department of homeland securities, the military are customers of perot systems. What is dell doing in this environment in looking at h.B., IBM, who during the recession were able to boost revenues and boost profits while dell struggled, because they were more into the services unit. What happens, corporations, people, consumers, they don't want to buy new hardware in that time but want to keep the hardware they have going. That's what dell is trying to branch into. >> i'll ask about that. In the next hour, i'll be speaking live with dell cfo, the chief financial officer asking him exactly that. Do you get all the customers sandra talked about? Is this your healthcare play? We find out more when we speak to brian gladden. >> good stuff. What is in your closet. If you're on the cutting edge of closet chic, it could be ecohanger. >> liz: we're serious. We have a company that's hung up about saving the “… r a full screen showing five-year stock performance of dell, IBM, hewlett-packard. Here is the gains you see 65% gain in perot system. Dell has lost 55% over a five-year period. Whereas the bigger competitor hewlett-packard has gained 156%. IBM has gained 42%. Dell is doing anything it can to boost profitability to benefit, to boost that number that you're seeing right it's paying up to compete be the rivals. $3.9 billion. $30 a share. 68% premium. Pro systems will now become the servicing unit at dell. A little bit about perot. Obviously, founded by h. Ross perot two-time presidential candidate, texas billionaire. 1,000 customers perot has that will be now going over to dell. I know you'll be talking to the cfo in the next hour about this. Has a wide range of sectors which looks good to a lot of analysts. 45% of perot's revenues come from the healthcare industry. 25% of them come from the the department of homeland securities, the military are customers of perot systems. What is dell doing in this environment in looking at h.B., IBM, who during the recession were able to boost revenues and boost profits while dell struggled, because they were more into the services unit. What happens, corporations, people, consumers, they don't want to buy new hardware in that time but want to keep the hardware they have going. That's what dell is trying to branch into. >> i'll ask about that. In the next hour, i'll be speaking live with dell cfo, the chief financial officer asking him exactly that. Do you get all the customers sandra talked about? Is this your healthcare play? We find out more when we speak to brian gladden. >> good stuff. What is in your closet. If you're on the cutting edge of closet chic, it could be ecohanger. >> liz: we're serious. We have a company that's hung up about saving the …” |
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2:44P, Sep. 21,2009
HPQ
$46.34 Hewlett-Packard Company
Hewlett-Packard Company (HPQ) Discussed on Fox Business's Fox Business Hewlett-Packard Company is in the news. Find out how this impacts HPQ trading on Ockham Research. Every time I look at perot I think there is a mistake. Up 65%. >> the deal value for perot shares 65% of the close on it's where the deal put them. $30 a share is what dell offered to pay for the the best way to explain why they're doing it, I put together a full screen showing five-year stock performance of dell, ibm, HEWLETT-PACKARD. Here is the gains you see 65% gain in perot system. Dell has lost 55% over a five-year period. Whereas the bigger competitor HEWLETT-PACKARD has gained 156%. Ibm has gained 42%. Dell is doing anything it can to boost profitability to benefit, to boost that number that you're seeing right it's paying up to compete be the rivals. $3.9 billion. $30 a share. 68% premium. Pro systems will now become the servicing unit at dell. A little bit about perot. Obviously, founded by h. Ross perot two-time presidential candidate, texas billionaire. 1,000 customers perot has that will be now going over to dell. I know you'll be talking to the cfo in the next hour about this. Has a wide range of sectors which looks good to a lot of analysts. 45% of perot's revenues come from the healthcare industry. 25% of them come from the the department of homeland securities, the military are customers of perot systems. What is dell doing in this environment in looking at h.B., ibm, who during the recession were able to boost revenues and boost profits while dell struggled, because they were more into the services unit. What happens, corporations, people, consumers, they don't want to buy new hardware in that time but want to keep the hardware they have going. That's what dell is trying to branch into. >> i'll ask about that. “… r a full screen showing five-year stock performance of dell, ibm, HEWLETT-PACKARD. Here is the gains you see 65% gain in perot system. Dell has lost 55% over a five-year period. Whereas the bigger competitor HEWLETT-PACKARD has gained 156%. Ibm has gained 42%. Dell is doing anything it can to boost profitability to benefit, to boost that number that you're seeing right it's paying up to compete be the rivals. $3.9 billion. $30 a share. 68% premium. Pro systems will now become the servicing unit at dell. A little bit about perot. Obviously, founded by h. Ross perot two-time presidential candidate, texas billionaire. 1,000 customers perot has that will be now going over to dell. I know you'll be talking to the cfo in the next hour about this. Has a wide range of sectors which looks good to a lot of analysts. 45% of perot's revenues come from the healthcare industry. 25% of them come from the the department of homeland securities, the military are customers of perot systems. What is dell doing in this environment in looking at h.B., ibm, who during the recession were able to boost revenues and boost profits while dell struggled, because they were more into the services unit. What happens, corporations, people, consumers, they don't want to buy new hardware in that time but want to keep the hardware they have going. That's what dell is trying to branch into. >> i'll ask about that. …” |
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2:43P, Sep. 21,2009
VITA
$4.21 Orthovita Inc.
Orthovita Incorporated (VITA) Discussed on Fox Business's Fox Business Orthovita Incorporated is in the news. Find out how this impacts VITA trading on Ockham Research. They make lilthum batteries for the electric cars. If you look for a play on thatt this could be potential global investors are involved in a lot of 401(k)s. Select medical holdings, a hospital operator and they run a lot of actual outpatient rehab centers as a matter of fact. You have VITA cost, online vitamin retailer. You have shanda games, chinese online computer game what is interesting is all of the companies actually are profitable. They are making revenues and analysts at morning notes tell me these are capital raises for real capital companies, guys and he says he thinks it could be the 3 c1 prothe endpro portend more ipos coming out in the fallfall. >> liz: dell not holding back at all. Sealing a $4 billion deal to acquire perot system. >> david: sandra smith has more on reasons behind the every time I look at perot I think there is a mistake. Up 65%. >> the deal value for perot shares 65% of the close on it's where the deal put them. $30 a share is what dell offered to pay for the the best way to explain why they're doing it, I put together a full screen showing five-year stock performance of dell, ibm, hewlett-packard. Here is the gains you see 65% gain in perot system. Dell has lost 55% over a five-year period. Whereas the bigger competitor hewlett-packard has gained 156%. Ibm has gained 42%. Dell is doing anything it can “… s as a matter of fact. You have VITA cost, online vitamin retailer. You have shanda games, chinese online computer game what is interesting is all of the companies actually are profitable. They are making revenues and analysts at morning notes tell me these are capital raises for real capital companies, guys and he says he thinks it could be the 3 c1 prothe endpro portend more ipos coming out in the fallfall. >> liz: dell not holding back at all. Sealing a $4 billion deal to acquire perot system. >> david: sandra smith has more on reasons behind the every time I look at perot I think there is a mistake. Up 65%. >> the deal value for perot shares 65% of the close on it's where the deal put them. $30 a share is what dell offered to pay for the the best way to explain why they're doing it, I put together a full screen showing five-year stock performance of dell, ibm, hewlett-packard. Here is the gains you see 65% gain in perot system. Dell has lost 55% over a five-year period. Whereas the bigger competitor hewlett-packard has gained 156%. Ibm has gained 42%. Dell is doing anything it can …” |
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2:20P, Sep. 21,2009
DELL
$15.97 Dell, Inc.
Dell, Incorporated (DELL) Discussed on Fox Business's Fox Business Dell, Incorporated is in the news. Find out how this impacts DELL trading on Ockham Research. This particular fund absolute 12 managers, managing 14 different strategies. Last year it was down 13.5%. This year it's up 15%. It's done very well. >> all right, jeff, we just heard hugh johnson say his number one sector is still technology. We had the big huge deal between DELL and perot. DELL buying perot at the biggest cost it's spent for anything. Why do you still like oracle, >> oracle is another case of like many investors right now, i'm feeling a bit defensive following the large market run. Run-up. Oracle is inexpensive. The company grew free cash flow 14% year over year in the quarter announced last as you know, come pettive run company. They're taking market share in every business they're in. It's a company that is going to be around no matter what, obviously. A good one even if you are feeling defensive right now. >> scott, what do you make of the DELL deal? A lot of people are talking about that one today. It look like DELL might be saying p.C. Business, maybe taking a back step. In fact, we're going into services at the moment. >> if r you you look at the technology sector -- and I also like technology -- the biggest profit are service sector, not in the hardware sector. Along the lines and talking about oracle, I think has businesses start to rebound, as cap-x spending starts to rebound, the people that are going to get that money are those companies that can help other companies improve their return on investment, improve their productivity, cut computer services are the big part of that. I think, I think DELL is making a good move here. >> david: finally, jeff, want to talk a little bit about the emerging markets. We are looking at oil going way down today again, below $70. Partly because of concerns that china isn't buying that the emerging markets that we thought would be big oil consumers are not consuming as much as we thought. Nevertheless, you still advise to buy into an emerging market stock. >> the emerging markets are a boom and bust story the last ten years. Going to the moon, came back down, now going up again. Everyone should have exposure to the emerging market. Vanguard emerging market etf is great way to do it. 0.27% a year. Pays a dividend every december and it owns the largest company in china, brazil, india, korea, south africa, many other countries, the largest company there. A good way to be diversified and have more stability that it's something you should own for your investment lifetime, I believe. >> liz: for the great founder of vanguard, thanks to him, low fees, too. Always with the vanguard good to see both of you. Scott and, of course, jeff. Always nice to have you both. Thank you so much. >> david: thank you, guys. >> liz: oklahoma city was considered recession proof at one point. That is still the case? >> we'll check to see if “… big huge deal between DELL and perot. DELL buying perot at the biggest cost it's spent for anything. Why do you still like oracle, >> oracle is another case of like many investors right now, i'm feeling a bit defensive following the large market run. Run-up. Oracle is inexpensive. The company grew free cash flow 14% year over year in the quarter announced last as you know, come pettive run company. They're taking market share in every business they're in. It's a company that is going to be around no matter what, obviously. A good one even if you are feeling defensive right now. >> scott, what do you make of the DELL deal? A lot of people are talking about that one today. It look like DELL might be saying p.C. Business, maybe taking a back step. In fact, we're going into services at the moment. >> if r you you look at the technology sector -- and I also like technology -- the biggest profit are service sector, not in the hardware sector. Along the lines and talking about oracle, I think has businesses start to rebound, as cap-x spending starts to rebound, the people that are going to get that money are those companies that can help other companies improve their return on investment, improve their productivity, cut computer services are the big part of that. I think, I think DELL is making a good move here. >> david: finally, jeff, want to talk a little bit about the emerging markets. We are looking at oil going way down today again, below $70. Partly because of concerns that china isn't buying that the emerging markets that we thought would be big oil consumers are not consuming as much as we thought. Nevertheless, you still advise to buy into an emerging market stock. >> the emerging markets are a boom and bust story the last ten years. Going to the moon, came back down, now going up again. Everyone should have exposure to the emerging market. Vanguard emerging market etf is great way to do it. 0.27% a year. Pays a dividend every december and it owns the largest company in china, brazil, india, korea, south africa, many other countries, the largest company there. A good way to be diversified and have more stability that it's something you should own for your investment lifetime, I believe. >> liz: for the great founder of vanguard, thanks to him, low fees, too. Always with the vanguard good to see both of you. Scott and, of course, jeff. Always nice to have you both. Thank you so much. >> david: thank you, guys. >> liz: oklahoma city was considered recession proof at one point. That is still the case? >> we'll check to see if …” |
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2:20P, Sep. 21,2009
ORCL
$21.64 Oracle Corp.
Oracle Corporation (ORCL) Discussed on Fox Business's Fox Business Oracle Corporation is in the news. Find out how this impacts ORCL trading on Ockham Research. Last year it was down 13.5%. This year it's up 15%. It's done very well. >> all right, jeff, we just heard hugh johnson say his number one sector is still technology. We had the big huge deal between dell and perot. Dell buying perot at the biggest cost it's spent for anything. Why do you still like ORACLE, >> ORACLE is another case of like many investors right now, i'm feeling a bit defensive following the large market run. Run-up. ORACLE is inexpensive. The company grew free cash flow 14% year over year in the quarter announced last as you know, come pettive run company. They're taking market share in every business they're in. It's a company that is going to be around no matter what, obviously. A good one even if you are feeling defensive right now. >> scott, what do you make of the dell deal? A lot of people are talking about that one today. It look like dell might be saying p.C. Business, maybe taking a back step. In fact, we're going into services at the moment. >> if r you you look at the technology sector -- and I also like technology -- the biggest profit are service sector, not in the hardware sector. Along the lines and talking about ORACLE, I think has businesses start to rebound, as cap-x spending starts to rebound, the people that are going to get that money are those companies that can help other companies improve their return on investment, improve their productivity, cut computer services are the big part of that. I think, I think dell is making a good move here. >> david: finally, jeff, want to talk a little bit about the emerging markets. We are looking at oil going way down today again, below $70. Partly because of concerns that china isn't buying that the emerging markets that we thought would be big oil consumers are not consuming as much as we thought. Nevertheless, you still advise to buy into an emerging market stock. >> the emerging markets are a boom and bust story the last ten years. Going to the moon, came back down, now going up again. Everyone should have exposure to the emerging market. Vanguard emerging market etf is great way to do it. 0.27% a year. Pays a dividend every december and it owns the largest company in china, brazil, india, korea, south africa, many other countries, the largest company there. A good way to be diversified and have more stability that it's something you should own for your investment lifetime, I believe. “… t's spent for anything. Why do you still like ORACLE, >> ORACLE is another case of like many investors right now, i'm feeling a bit defensive following the large market run. Run-up. ORACLE is inexpensive. The company grew free cash flow 14% year over year in the quarter announced last as you know, come pettive run company. They're taking market share in every business they're in. It's a company that is going to be around no matter what, obviously. A good one even if you are feeling defensive right now. >> scott, what do you make of the dell deal? A lot of people are talking about that one today. It look like dell might be saying p.C. Business, maybe taking a back step. In fact, we're going into services at the moment. >> if r you you look at the technology sector -- and I also like technology -- the biggest profit are service sector, not in the hardware sector. Along the lines and talking about ORACLE, I think has businesses start to rebound, as cap-x spending starts to rebound, the people that are going to get that money are those companies that can help other companies improve their return on investment, improve their productivity, cut computer services are the big part of that. I think, I think dell is making a good move here. >> david: finally, jeff, want to talk a little bit about the emerging markets. We are looking at oil going way down today again, below $70. Partly because of concerns that china isn't buying that the emerging markets that we thought would be big oil consumers are not consuming as much as we thought. Nevertheless, you still advise to buy into an emerging market stock. >> the emerging markets are a boom and bust story the last ten years. Going to the moon, came back down, now going up again. Everyone should have exposure to the emerging market. Vanguard emerging market etf is great way to do it. 0.27% a year. Pays a dividend every december and it owns the largest company in china, brazil, india, korea, south africa, many other countries, the largest company there. A good way to be diversified and have more stability that it's something you should own for your investment lifetime, I believe. …” |

