Earnings Exchange: Box, SentinelOne, & Nordstrom.

Jeff Kilburg, founder and CEO of KKM Financial, joins CNBC's 'The Exchange' to discuss three stocks: Box, SentinelOne, and Nordstrom.

[MBoyer-ngok]

Kilburg with good blocking and tackling as always....Nordstrom has the buy out option (family/private equity).... And interesting upscale TJX-esque play (off price but higher end retail) embedded in the stock with the growing Rack stores. So, oddly, you have high end consumer (that continues to spend) demand with traditional stores, but also an off price component (Nordstrom Rack), plus the family/PE could borrow to buy out at a premium with lower interest rates on the horizon. So I would guess these factors, plus beating earnings, and other trends have caused the stock to rocket today after hours (8%) even as the leaders (who also might be the potential buyout buyers) are trying to talk the stock back down with cautious guidance. Might be the best horse in the retail glue factory (of peers like Dillards, Macy's, Kohls, etc)

[longbeach]

Good call on Nordstrom. Up 8% after hours. 🐂

[thejeffinvade]

Nordstrom will crash for sure, just look at their peers post earning performance.