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Mar 20, 2024
03/24
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let's start with accenture, what is your outlook? >> first of all, this company, i think, it surprised a lot of people in terms of its size. this is a $250 billion plus market cap company. we have had ownership of it in the strategy since november of 2020. the high price point was in december of 2021 at 417. you're going to get into a glimpse of commercial i.t. spending, which has exhibited a degree of friction. so we'll need to see bookings increase. growth is going to decelerate for this company. so expectations have been lowered on this, somewhat muted expectations going into this earning. this will be a critical earnings report, because this could potentially break the positive momentum that the stock has, or it just keeps it in place and takes out the 2021 high. this is a critical one. >> accenture was initiated as a buy yesterday, saying the company is well positioned for shareholder returns. bryn, any thoughts? >> this is a sleeper stock, great company that we don't talk about enough. actually, with the earnings estimates for
let's start with accenture, what is your outlook? >> first of all, this company, i think, it surprised a lot of people in terms of its size. this is a $250 billion plus market cap company. we have had ownership of it in the strategy since november of 2020. the high price point was in december of 2021 at 417. you're going to get into a glimpse of commercial i.t. spending, which has exhibited a degree of friction. so we'll need to see bookings increase. growth is going to decelerate for...
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Mar 21, 2024
03/24
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accenture's ceo will be on this hour to break down the numbers and where the business goes from here. it's a good macro tell about what enterprises are doing with spending. also important to note, watching apple today under a little pressure after reports of a possible doj anti-trust lawsuit that could be filed as soon as today. we're going to bring you the latest as soon as it happens with that. but we have a lot to talk about as we digest the federal reserve, the market rally he helped super charge which continues, you don't always get the same reaction on the fed day as you get the next day. >> no. >> but this is follow through. i figured it would be best if i go through a bench of wall street research notes. >> that would be. >> how they interpreted fed chair powell. goldman sachs, a narrow jama jorty of the committee feel not delaying cuts targeting the june meeting for the first cut. goldman expects june, september, and december. so three cuts in 2024 which part of the reason why the market is thinking this is because the fed kept the three dots. >> you brought up that risk that
accenture's ceo will be on this hour to break down the numbers and where the business goes from here. it's a good macro tell about what enterprises are doing with spending. also important to note, watching apple today under a little pressure after reports of a possible doj anti-trust lawsuit that could be filed as soon as today. we're going to bring you the latest as soon as it happens with that. but we have a lot to talk about as we digest the federal reserve, the market rally he helped super...
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Mar 22, 2024
03/24
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shares of accenture up .50%. >>> turning to the latest around apple. shares are looking to recover this morning after sliding 4% yesterday shedding $113 billion in market value after the department of justice unveiled the anti-trust case against the tech giant. the doj calling the ecosystem a monopoly saying it drove the valuation at the expense of con consumers. apple plans to fight the suit. on "mad money" last night, jim cramer spoke out and not giving up on apple. >> i know a loser case when i see one. the united states of of america versus apple is a loser. the decision of the justice department will go on apple. it is one more buying opportunity because the regulators ain't got nothing for you. >> for more, let's bring in alex kantrowitz. alex, great to see you. >> good to see you. >> jim cramer thinks this is a nothing burger. he had other insight. these cases can take years and years to unfold. i want to get your perspective. beyondthe short-term stock perspective, how does this impact the business? >> this is a multiyear headache for apple. th
shares of accenture up .50%. >>> turning to the latest around apple. shares are looking to recover this morning after sliding 4% yesterday shedding $113 billion in market value after the department of justice unveiled the anti-trust case against the tech giant. the doj calling the ecosystem a monopoly saying it drove the valuation at the expense of con consumers. apple plans to fight the suit. on "mad money" last night, jim cramer spoke out and not giving up on apple....
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Mar 11, 2024
03/24
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. >> the expectations for accenture is low. we put our splunk proceeds into accenture to keep our tech rating. >> some big winners you trimmed. >> we trimmed berkshire, straight up a big winner for us. we like the company just trimming. >> joe laughs because he took it out of his etf. i saw that. >> it's not quality. >> it's not quality. it's the definition of quality. >> costco. >> yes. >> that's another stock that's been around a new high. >> it's been around a high, a tough earnings last week but we trimmed it at lower levels from even after the decline of earnings just straight up the last couple of months we like the company but very expensive at this point. >> what about regeneron? >> it's one of our biggest positions making room for natera that has more upside going forward. vertex we like as well but a lot of good news from their pain medicine is in the stock. >> steve, you sold free port fcx, why did you do that? >> >> i didn't want the economy exposure. still uncertain about china. so when it bounced down to like 35,
. >> the expectations for accenture is low. we put our splunk proceeds into accenture to keep our tech rating. >> some big winners you trimmed. >> we trimmed berkshire, straight up a big winner for us. we like the company just trimming. >> joe laughs because he took it out of his etf. i saw that. >> it's not quality. >> it's not quality. it's the definition of quality. >> costco. >> yes. >> that's another stock that's been around a new high....
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Mar 14, 2024
03/24
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they are amazon salesforce, cisco, cognizant, accenture, meta-, nielsen, sage and mastercard. we encourage you to share your thoughts on social media using the hashtag the intersect 2024 and you can also stay up-to- date with all of iti's happenings on linkedin or at ici see.work. thank you for joining us and sticking with us this afternoon. take a moment to complete our postevent survey, which is accessible by qr code. it is pretty and it will help us optimize the event programs going forward. finally, reception purpose of the day is not over. we hope you will join the backdoors or cybersecurity innovation hosted by mastercard. there, you can participate in activations by global innovators and network and connect with other tech policy leaders. join us outside this room and immediately following me. thank you for being part of the intersect 2024. we will see him. >> ♪♪ >>> next, several officials from the trans will join members of congress and industry stakeholders to discuss ongoing priorities. this is part of the tech policy summit hosted by the information technology
they are amazon salesforce, cisco, cognizant, accenture, meta-, nielsen, sage and mastercard. we encourage you to share your thoughts on social media using the hashtag the intersect 2024 and you can also stay up-to- date with all of iti's happenings on linkedin or at ici see.work. thank you for joining us and sticking with us this afternoon. take a moment to complete our postevent survey, which is accessible by qr code. it is pretty and it will help us optimize the event programs going forward....
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Mar 5, 2024
03/24
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but these accenture threats and not things of the future that things at the present. if it's a current movement we call it comes together to start back central's reps today. how do we think that we can stop at central threatened in the future so far off? and so i think we need to recognize that not only do we need to come together and so the doctor today, but will say that there's so much that we can learn from people. so you have full and all fighting essentials rest today on that to include diagnostic or any makes it strong that it doesn't make it. we go, what do i need to? and it's just important that we do that very important point. somebody mentioned the lucrative businesses that can also be part of this. we found while we're doing a research for this show another clip from social media. take a look, a tourism one set aside this way because of my teaching licenses to the world's leading gas companies to explore the costs of the cost of cost. this includes a british multinational gas and we will file an a tell you energy, try it this way. the average human stuff t
but these accenture threats and not things of the future that things at the present. if it's a current movement we call it comes together to start back central's reps today. how do we think that we can stop at central threatened in the future so far off? and so i think we need to recognize that not only do we need to come together and so the doctor today, but will say that there's so much that we can learn from people. so you have full and all fighting essentials rest today on that to include...
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Mar 15, 2024
03/24
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they are amazon, salesforce, cisco, net app, cognizant, accenture, batter, sage, siemens, and mastercard. we encourage you to share your thoughts about today's conversation on social media using the hashtag hashtagthein tersect2024. also on linkedin or on itic.org. thank you to the audience for stick with us this afternoon. please take a moment to complete our post-event survey which is accessible by qr code. it is brief, and will help us optimize our events programs going forward. finally, we have a reception, so the day is not over quite yet. we hope you will join us just outside the back doors for a reception celebrating cyber security innovation hosted by mastercard and net app. there you can also participate in activations by global innovators and network and connect with other tech policy leaders. please join us outside this room immediately following these remarks. again, thanks for being part of the intersect 2024. we will see you. [applause] ♪
they are amazon, salesforce, cisco, net app, cognizant, accenture, batter, sage, siemens, and mastercard. we encourage you to share your thoughts about today's conversation on social media using the hashtag hashtagthein tersect2024. also on linkedin or on itic.org. thank you to the audience for stick with us this afternoon. please take a moment to complete our post-event survey which is accessible by qr code. it is brief, and will help us optimize our events programs going forward. finally, we...
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Mar 14, 2024
03/24
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let me give special thanks to accenture, amazon, cisco systems, cognizance, ericsson, mastercard, meta, my own organization, netapp, nielsen, qualcomm, sage, salesforce and siemens for their sponsorship of today's program. i will now ask you to silencing your phones and turn off your rigors, but don't put them away. we will invite you to share the intersect experience with your audiences. tweet, post, engage on social media however you like as we move through today's programming. you will find us on twitter and at # the intersect 2024. go ahead and post away all day long, please. we will also do some digital polling throughout the program. you will need your phones to participate in those. you will see instructions showing up on the screen as we go. you will be able to scan the qr code or go to the pigeonhole web address and enter your code to join. your submissions will be anonymous. we appreciate your participation. let's get the ball rolling. is my great pleasure to welcome the president and ceo of iti, our fearless leader, who will be introducing the opening keynote speaker. >> [ a
let me give special thanks to accenture, amazon, cisco systems, cognizance, ericsson, mastercard, meta, my own organization, netapp, nielsen, qualcomm, sage, salesforce and siemens for their sponsorship of today's program. i will now ask you to silencing your phones and turn off your rigors, but don't put them away. we will invite you to share the intersect experience with your audiences. tweet, post, engage on social media however you like as we move through today's programming. you will find...
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Mar 25, 2024
03/24
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play out nicely those are not areas citi is known for, and maybe they will be in the future >> okay, accenture, the price target goes to 419, and that's a considerable upside from where it's trading now you have it in the joe t >> i don't like the spending, and you heard the same thing from adobe, and the response has been negative and the stock is pulling back to the critical moving averages and it's at a very important moment in determining, number one, what we do with the position, and number two, if it's going to break down further, and i think that has the probability to do. >> you have the imb part of this, and the price target is 220. >> yeah, they were not saying higher revenues or earnings, but they were giving it a multiple expansion. now we say there's a piece of revenue up for grabs and it will be taken by the older school companies, and i think there's wind at the backs and i think 220 should be easy to achieve. >>> when we come back, we have e playbook on this month's best sectors we will discuss, first, these markets with mike santoli. his midday word is next. right. work. you w
play out nicely those are not areas citi is known for, and maybe they will be in the future >> okay, accenture, the price target goes to 419, and that's a considerable upside from where it's trading now you have it in the joe t >> i don't like the spending, and you heard the same thing from adobe, and the response has been negative and the stock is pulling back to the critical moving averages and it's at a very important moment in determining, number one, what we do with the...
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Mar 5, 2024
03/24
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. >> what about accenture reiterated a buy at mizuho. 426 is the price target on that one. the consulting businesses have taken off now as more clients look to ai, looking to more cloud if they establish themselves. they're in the sweet spot in terms of working with a lot of customers using the products from the microsoft's of the world. the operating coverage here is what you have to look for. >> a break and we'll trade the biggest movers. first, mike santoli will join us with his "midday word." we're back after this. this thing, it's making me get an ice bath again. what do you mean? these straps are mind-blowing! they collect hundreds of data points like hrv and rem sleep, so you know all you need for recovery. and you are? i'm an investor...in invesco qqq, a fund that gives me access to... nasdaq 100 innovations like... wearable training optimization tech. uh, how long are you... i'm done. i'm okay. encore energy, america's clean energy company, now in production in south texas. energizing america with reliable and affordable uranium for nuclear energy fuel from our env
. >> what about accenture reiterated a buy at mizuho. 426 is the price target on that one. the consulting businesses have taken off now as more clients look to ai, looking to more cloud if they establish themselves. they're in the sweet spot in terms of working with a lot of customers using the products from the microsoft's of the world. the operating coverage here is what you have to look for. >> a break and we'll trade the biggest movers. first, mike santoli will join us with his...
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Mar 27, 2024
03/24
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so you have a couple -- well, one sale i sold accenture >> i did >> how long have you owned that? >> seven, eight years. >> why now >> they're helping companies with a.i., and they basically said there's no really extra money in people's budgets to do that so they weren't really getting too much of that the stock is at 30 times earnings it's done everything we want it to do. so looking for other opportunities to put the capital to work. >> so weiss was talking about defense stocks, rtx, right >> yeah, it's up 15% for the year but year on year, it's flat. two years, it's down 14 times earnings. they're fixing on what's going on at pratt whitney and secular growth in defense. so cheap valuation, restructuring, doing the right things i think you've got some runway here >> i have some breaking news with kate rooney what do you have for us? >> amazon just announced it will invest another $2.75 billion in ai startup entropic, this comes as it looks for an edge in this technology race, following the initial $1.25 billion check. this brings the total investment to $4 million. amazon had s
so you have a couple -- well, one sale i sold accenture >> i did >> how long have you owned that? >> seven, eight years. >> why now >> they're helping companies with a.i., and they basically said there's no really extra money in people's budgets to do that so they weren't really getting too much of that the stock is at 30 times earnings it's done everything we want it to do. so looking for other opportunities to put the capital to work. >> so weiss was...
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Mar 28, 2024
03/24
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executive to business audiences at firms, goldman sachs, google alliance, ibm, microsoft, accenture, just to name a few. alex's tedx talk, which is fantastic if you haven't seen it, although many have actually over 800,000. it's called blockchain is eating whilst wall street and it's been featured in the new york times, harvard business review, globe and mail, the national post, fortune and many other publications. his current book, web three charting the internet's next economic and cultural frontier, has become an international bestseller, and the wall street journal and, the globe and mail. in 2017, alex, the blockchain research institute bry, a global think tank investigating blockchain strategy opportunities and use. alex is a graduate of amherst college cum laude and a cfa charterholder. he lives in toronto with his beautiful family. everyone please me. welcome alex tapscott. well, you all. this wonderful audience and i have to say i am extremely humbled and quite touched by the introduction from elizabeth and from john as well as a proud canadian. you know, i try to do my best
executive to business audiences at firms, goldman sachs, google alliance, ibm, microsoft, accenture, just to name a few. alex's tedx talk, which is fantastic if you haven't seen it, although many have actually over 800,000. it's called blockchain is eating whilst wall street and it's been featured in the new york times, harvard business review, globe and mail, the national post, fortune and many other publications. his current book, web three charting the internet's next economic and cultural...