Thursday's TV Talkers

Publish date:

updates the TV Tipsheet throughout the day to reflect the speakers' comments.

CNBC Guests for Aug. 7, 1997

(all times EDT)

4:30 a.m.

Charles Johnson,

Blaylock & Partners

6:10 a.m.

John Pennacchio, Publisher,

Beer Connoisseur

A little brew for the morning crowd. Oh my. Reminds me of Madrid.

7:10 a.m.

Tom Plaut,

Deloitte & Touche

8:10 a.m.

Joe Battipaglia,


"It's not a runaway expansion at this point" was the great perma-bull's assessment of the economy in Wednesday's

Chicago Tribune

. From his mouth to

Al Greenspan's


8:10 a.m.

Lakshmi Mittal, Chairman & CEO,

Ispat International

The IPO is today and it looks hot.

9:10 a.m.

James Dolan, Chairman,

Cablevision Systems


What he said:

Dolan said Cablevision is expanding its service to include telephone and Internet. Currently the company is providing telephone service to several hundred businesses on Long Island and is now planning to expand to the home market. The company will also soon begin to provide home Internet access through cable modems.

9:40 a.m.

Bob Gabele,

Insiders' Chronicle

Gabele always provides good insight. But the hair¿

What he said:

Gabele said insiders have stopped buying the big-caps across the board, which they recently have been doing. One area that they are buying, however, is oil companies (a big shock for such a hot sector). Some companies at which he sees increased insider selling are







(C) - Get Report




(WY) - Get Report

WY) and

Boise Cascade


(BCC) - Get Report


10:10 a.m.

Patrick McCormack,

Alex. Brown

In June, the three-time all-star analyst told

The Wall Street Journal

that "the retail industry has become a trading-oriented type of group ... The stocks are prone to going up and down much more."

What he said:

McCormack said he believes the retail consumer is fundamentally strong and has been responding well to sales. He predicts a 4% increase in same-store sales for this year's back-to-school season and a 3% to 4% increase for Christmas. Finally, he said he believes that




KM) good July numbers do not indicate a turnaround for the ailing chain. The company, he said, still has inventories that are too high and margins that are too low.

10:40 a.m.

David Ullom,

USAA Growth & Income Fund

Ullom's $746.0 million fund (

(USGRX) - Get Report

USGRX) has, like many other growth and income funds, had a great year. But its 24.4% year-to-date return only ranks it No. 337 out of the 631 growth and income funds tracked by

Lipper Analytical Services


11:20 a.m.

George Dawson, Author,

Borrowing For Your Business

12:20 p.m.

John Frazee, Chairman & CEO,

Paging Network




1:00 p.m.

William Sullivan, CEO,

Oxford Health Plans




1:20 p.m.

Patrick Pittard, CEO,

Heidrick & Struggles

1:40 p.m.

Jim Callinan,

Robertson Stephens Emerging Growth Fund

Callinan's $222.2 million fund (

(RSEGX) - Get Report

RSEGX) has brought in an unremarkable 15.7% year-to-date return, ranking it No. 250 out of 470 small-cap stock funds tracked by Lipper.

2:40 a.m.

Derek Smith, CEO,


3:03 p.m.

James Maguire Jr.,

Henderson Brothers

View from the floor.

3:20 p.m.

Rick White,

Salomon Brothers Investors Fund

White's $565.6 million fund (

(SAIFX) - Get Report

SAIFX) has brought in a solid 24.0% return year-to-date, but ranks a relatively mediocre No. 380 out of the 631 growth and income funds tracked by Lipper.

3:30 p.m.

William Brodsky, CEO,

Chicago Mercantile Exchange

3:40 p.m.

David Rinehimer,

Smith Barney

Commodities talk.

5:40 p.m.

Will Lloyd,

BZW Securities

6:00 p.m.

Bradley Jacobs, Chairman & CEO,

United Waste Systems




6:11 p.m.

James Ellis,

Business Week

7:10 p.m.

Mark Hulbert,

Hulbert Financial Digest

In the Aug. 11 issue of


, Hulbert shared his views on


. "When Fidelity's investment style is in vogue,

publications write that Fidelity's managers are geniuses," he wrote. "When Fidelity's style is temporarily out of phase with the market, they assume that Ned Johnson and his crew have lost their touch. Nonsense."

CNNfn Guests for Aug. 7, 1997

(all times EDT)

Business Day

appears on


from 6 a.m. to 7 a.m. All guests appearing afterwards will appear on


6:00 a.m.

John Chalsty, Chairman & CEO,

Donaldson Lufkin & Jenrette




Dapper and smart. And his company is making money hand over fist.

6:30 a.m.

Charles Phillips, Technology Analyst,

Morgan Stanley

7:00 a.m.

Charles Phillips, Technology Analyst,

Morgan Stanley

7:15 a.m.

John Chalsty, Chairman & CEO,

Donaldson Lufkin & Jenrette




7:30 a.m.

William Mattison, President,

Gerard Klauer Mattison

9:05 a.m.

Maureen Allyn, Chief Economist,

Scudder Stevens & Clark

9:10 a.m.

Peter Canelo, Strategist,

Morgan Stanley

9:40 a.m.

Michael Kwatinetz, Technology Analyst,

Brown Brothers Harriman

10:15 a.m.

Arnold Moskowitz, Stock Market Strategist,

Moskowitz Capital Consulting

10:40 a.m.

Lakshmi Mittal, CEO,

Ispat International

11:10 a.m.

Michael Elling, Telecommunications Analyst,

Prudential Securities

11:15 a.m.

Nat Goldhaber, CEO & Founder,


11:40 a.m.

Bud Crystal, Executive Compensation Expert,

Crystal Report

11:45 a.m.

Richard Laermer, Author,

Get On With It: The Gay and Lesbian Guide to Getting Online

12:00 p.m.

Roger Friedman,

12:00 p.m.

Paul Lukas, Inconspicuous Consumer,

New York


12:00 p.m.

Michael McCadden, VP Marketing,

The Gap


(GPS) - Get Report


12:00 p.m.

Michael David, Producer

1:00 p.m.

Michael & David Maso, Co-Founders,

1:30 p.m.

Bruce Weindruch, CEO,

The History Factory

2:20 p.m.

Marie Cocco, Political Columnist,


2:30 p.m.

Mark Bloomfield, Tax Expert,

American Council for Capital Formation

3:30 p.m.

Terry Jones, President,

Sabre Interactive, Travelocity

3:35 p.m.

Dr. Stephen C. Cohen, President,

Physicians Who Care

4:40 p.m.

Todger Anderson, Portfolio Manger,

Westcore Midco Growth Fund




5:00 p.m.

William Simon, President & CEO,

The North Face




5:05 p.m.

Robert Natale, Research Director,

Standard & Poor's

5:30 p.m.

Jerry Edgerton, Senior Writer,

Money Magazine

6:00 p.m.

Butch Johnson, President and Founder,

Showcase Productions

6:00 p.m.

Jay Norfleet, President,

Rain & Snow Inc.

7:40 p.m.

Joel Mamby, President & CEO,

Saab USA