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Forget apple pie it’s Apple that America loves. According to a recent survey Apple [AAPL Loading... ()
] outpaces all it’s competition in customer satisfaction. In fact, the gap between Apple and rival Dell [DELL
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] is one of the widest margins ever seen.If you have a position in Apple be careful, says Pete Najarian. At some point the stock will roll because investors will need to take profits from somewhere.
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AFTER HOURS ACTON: HEWLETT-PACKARD
Hewlett-Packard [HPQ
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], the world's biggest computer maker, reported quarterly profit and revenue ahead of Wall Street targets on Tuesday due largely to strong international sales in its notebook computer and printer businesses.
I love the numbers out of HP, says Pete Najarian. But 68% of their revenue comes from overseas. That makes me a little cautious.
Also they haven’t closed their deal with EDS, adds Guy Adami. That should get priced in during the next quarter. If you look at Hewlett-Packard strictly on valuation it looks cheap.
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OIL REBOUNDS MIDDAY
Oil prices [US@CL.1
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] rose about 1.5 percent on Tuesday as part of a broad commodities rebound triggered by weakness in the U.S. dollar.
Oil pulled back late in the session, says Guy Adami. I still think there’s room on the downside in this trade.
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COMMODITY STOCKS REBOUND
It appears that some investors are reversing their long financials short commodities trade. After bank stocks took a hit shares of Agrium [AGU
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], Potash [POT
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] and Mosaic [MOS
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] all jumped.
The trend is broken in commodities, exclaims Jeff Macke. If you’re gutsy and watch every tick you can try it on the long side but the risk / reward kind of stinks.
Money started flowing into these stocks when investors got a little nervous about the dollar, adds Pete Najarian. It’s a trade but nothing more.
To the extent that the dollar continues to rally it will obliterate gold, adds Guy Adami. Much more so than crude.
I think the important thing to watch is the short-term flow of funds out of this space, says Karen Finerman. The rotation out could outweigh everything else.
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HOME DEPOT, TARGET FALL AFTER EARNINGS
Although Home Depot [HD
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] beat quarterly profit expectations it’s forecast raised concerns going forward and shares traded lower.
We told you to get out before earnings, reminds Guy Adami. But on pull backs I think it’s a buy.
But HD stock is not going to take off like a scalded dog, adds Jeff Macke. And you should know I sold some of my Costco [COST
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] on Tuesday.
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TOPPING THE TAPE: DEFENSE STOCKS
Gulfstream maker General Dynamics [GD
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] has agreed to buy Swiss plane maintenance firm Jet Aviation for about $2.25 billion, expanding in a lucrative market as the global fleet of business jets hits an all-time high.
General Dynamics, a major U.S. defense contractor, said on Tuesday the deal for a firm that services and refurbishes planes would close by the end of the year and immediately add to earnings.
I like Lockheed Martin [LMT
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] the best in the space, says Guy Adami. Some analysts say to sell the sector ahead of the election but I wouldn’t.
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IS SOLAR LEGIT?
Solar wafer maker LDK [LDK
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] inked a deal worth $220 million on Tuesday in which Applied Materials [AMAT
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] will provide “precision wafering systems” supporting LDK’s expansion plans .
I think it’s a sign of some legitimacy in the business, says Pete Najarian. I’d play it with Applied Materials or Cypress