we see volume that goes along with it, much like yesterday's sell-off. david: for those focusing on alibaba which has a $240 billion mark. it has not bounced back, it is down about 8%. focusing on that coming up in the hour. the bells are ringing on wall street, and man, this is a story of a turnaround. remember conviction is very high, running volume about 14% above average today. but it was also very high yesterday when it was down. the market is having difficulty deciding which direction it wants to run, but run it has today as yesterday conviction is strong, but they're in the opposite direction. looks like we're settling close to today's highs, 225 points, plus, on the dow, "after the bell" starts right now. . liz: as we wait on amazon and google. you can't miss those numbers,

they affect a lot of stocks in their halo, right? the halo effect. we turn to our market participants. ralph acampera, he's still long-term bullish but thinks the market correction, if we see a bigger one is good. dan neiman, thinks we will continue to see volatility through the end of the quarter, and alan knuckman from the cme. don't get mad at us if we interrupt out numbers. alan, what turned this market around. that's a big jump here? >> two things, obviously oil is a psychological weight on the markets, and you have a key reversal. that may be the start of something. but i think more importantf the s&p found support. we went down to the january 16 lows and bounced off it. from a risk reward, buyers stepped in and turned it

around. david: ralph, they went in opposite directions, the choppy waters scare the pants off a lot of people. not you, why not? >> actually, i'm happy we've gone through this so far in january. if you go back to late last year, the market ended on a very, very extreme level. was at all-time new high, and i think it needed this pause. and i agree with the commentary we just heard that the s&p 500 came right down to its december 16th low today, almost. i think it's 1972, and held. that's good. i think we're going to have to live with volatility, but as long as you can buy the dips, it's okay. liz: dan, you're looking at saying that oil is now a very rich opportunity, or at least it eventually will be. so get in now. there is a cliche for a reason, don't try to catch a falling knife, this could drop further, but you say now is the time to

get in, why? >> dan? >> we want to get into oil and buy value in our fund, and we are buying dividend-paying stocks. liz: hold on, dan, sorry to interrupt you, here it goes, amazon, adam, how did they do? >> well on earnings for share. street expecting 17 cents. revenue they missed. 29.33 billion. street was expecting 29.76 billion. in the firefighter quarter anticipating operating loss of 400 million. liz: the operating loss once again, quickly checking, amazon in the after-market is going up. david: nicely. liz: a decent move here. go ahead. let's go dan here, what do you think of the fact we have a miss on a revenue, but the market still likes what happened. is everything moving, the momentum of the market itself?

>> well, i think it's moving with the momentum of the market itself, yesterday, qualcomm came out with great numbers and gave guidance they'd have lower expectations and got hit by 7, 8%, you look at apple a couple days ago and we got another good earnings season for apple and, of course, that stock price shot up considerably. when it comes to oil and techs, fundamentals and looking at value, and also looking at dividend payers, and the companies at least apple, the oil companies all pay good dividends and increase dividends overtime and should focus on that as a value investor. liz: ralph, while you've got technical analysis in your title. you look at big picture. let me give you headlines on amazon. amazon saying shipping prices, costs went up year-over-year, so that's something that you have to look at. they engineered bottom line number pretty darn well. they missed on the revenue

number. which do you care to focus on as an analysis? >> again, i'm a technical analyst and see the market's reaction today. i see the stock is holding up very, very well. very much like the market it has already corrected quite a bit. the recent low on amazon was 287. you have a potential upside of 340. if you hold it, hang in there. liz: the bid is 325, the ask same, a little bid. worldwide shipping costs 1.5 billion versus last year which was 2.34, costs up. david: unlike the previous two quarters, they showed a profit this time. they haven't been showing much of a pr believe we have google numbers coming up. adam, what do you got? >> a miss on both linings, 6.88. street expect $7.11. revenue is 18.1 billion.

x traffic acquisition costs, they miss on both accounts. the revenue, the fourth quarter revenue was 12.43 billion, but the average cost per click, david, they are saying in the fourth quarter was down, roughly 3%. liz: that's a huge miss, i see, 18.1 is the actual, 18.46. >> subtract the 3.62 what they pay to drive traffic to the website. liz: that is a big miss compared to ex-tac. david: google closed at 513, now trading at about 510? >> look to see how the support level can hold. you know if you look at it, you have to lop off zero, trading between 50 and 60.

a move above 60 projects 70. i'd rather be a buyer at these levels and get shine back on it. think of where apple was two years ago, google has fallen off the radar and earnings expectations were a 4% move. think about what it used to be, earnings for google aren't a big deal where it used to drive the market. liz: ralph, google recently hit a 52-week low. not the worst thing in the world considering the stock is an unbelievable buy over the last couple of years. game this one as they hit certain floors here, are you concerned at small. >> very much like the market. i think it was overextended a couple of months ago and did correct. so a lot of the concerns that people might have, might already be in the stock, liz. liz: would you buy here, ralph? >> i think the low is around 487 or something like that. yes, i would buy it. liz: 490 was the annual low, you would buy here?

okay. david: dan, saying a number of weeks if not months, for a lot of the nervous types looking at google and are concerned about the high beta stocks, is it time to change the portfolio to get the high beta, the volatile stocks out of there? >> well, you know, we're looking at value, and i think you want to have a diversified portfolio if you look at a complete portfolio. david: would you include google in that figure? >> i wouldn't include googul because it doesn't pay a dividend. i would shy away from the growth and sales names and focus on the leaders, geelg is a leader, but those that are leaders like apple, intel, western digital, some of the tech names we're looking at in our fund. liz: intel keeps increasing dividend and seems to be a solid dividend. ralph, give us your tips, you don't have google or tesla either. you have a micron technology known as one of the most

volatile stocks. >> yes. i'm look long-term now, liz, and micron and a couple of the other stocks they like, bank of america and applied materials have all been correcting recently, and i think that is, on a long-term basis, that's an excellent buying opportunity. expect a little more volatility near-term, if you have a two or three-year time horizon, this is the time to step in. david: alan, bring it back to metal, gold did not come back with the stocks. down almost 30 bucks for the day. what's happening with gold? >> now you want to talk about gold! you got to be looking at the markets from contrarian standpoint. we have a big bond and key reversals there. and nobody wanted to touch gold with a 10 foot pole. now that it's moved up $100, $120 off the lose, you are seeing profit taking here, want to see what happens over the

next few sessions. what's amazing about gold, it rallied because everybody forgot about it, gu so in the face of the record strong dollar. it's one day of profit taking is the way i look at it to get back above 1300, we could see more legs. liz: great to see all of you, alan, dan, ralph, appreciate you all weighing in on this. amazon beat on the bottom line and missed on revenue and google missed on the top and bottom line. david: another big stock story is mcdonald's shares rallying more than 5% after the company ousted ceo as sales continue to slump. will that be enough to get it back on track? we're going to discuss with ceo's of three big franchises coming up. liz: i bet they have ideas what would work better. tell us what you think. can mcdonald's turn around? is it too late? if you feel it can, how? what is your best idea? send us a message on facebook or tweet us. david: we just got in the two big earnings from two tech

giants. amazon and google. we'll delve into the numbers and answer the key question, time to buy or sell. down below 500. liz: geez! ford skidded in 2014 as recalls and global slowdowns and big spending stall growth, but the company has a message for investors, we're putting the pedal to the metal in 2015. talking to cfo bob shanks. he reveals a couple of important things about the company. david: he is a smart man. a sneak preview of the big auto commercials said to hit the screen at this weekend's big game. there's nothing more romantic than a spontaneous moment. so why pause to take a pill? and why stop what you're doing to find a bathroom? with cialis for daily use, you don't have to plan around either. it's the only daily tablet approved to treat erectile dysfunction so you can be ready anytime the moment is right. plus cialis treats the frustrating urinary symptoms

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. liz: amazon is jumping in the after-market session because the earnings just came out a few minutes ago. >> the stock is up 7.8% after hours. let's bring in daniel kernos of benchmark who has a lot more on amazon's numbers. this is the first profit we've seen from amazon in two or three quarters. the first time is in march 2014. are we listening to investors, you got to squeeze a profit out somehow? >> i don't know if it's just about investors or 4 q being

the largest quarter. obviously there was a beat and i and other analysts have been calling out, aws is a significant contributor. we said continuously that amazon will turn a profit. we believe it would be a long-term core holding. liz: look, they did a wonderful holiday season. i know every five seconds i was ordering something. david and i are both prime. prime numbers, what will be the driver in the current quarter as we spin forward, wall street is not about the rearview but what's ahead? >> north america was a slight beat, hopefully we started to see them turn the corner in the media side. i think a lot of e-commerce companies are forgiven for missing a national. they missed the street by a decent amount. a lot of the miss came from international. any time you have the mis, most of it due to currency, companies are forgiven. we have a mixed shift to aws,

prime driving increased engagement, you see nice top line continued growth and the bottom line continues to grow. david: you threw out aws, amazon web services, describe what an important component of the company this has become? >> think about it like, this probably in 2015, maybe only will account for 5% or so of revenue. amazon web services has we estimate over 85% gross margins and 24% ebidta margins. considering the web services is growing we think over 35% annually, that right there is pretty good cause for celebration. david: that's about 70% more of a gross margin than apple has. is it going to be able to put that into the profit ledger, eventually? >> they already have to some degree, i think that we have cautioned investors saying that look, web services, cloud in

particular take significant capital investment. and so we've seen that come through in the form of increased investment increase, capex, cash flow is impaired. we expand it to additional geographies, you should see that flow through the bottom line. liz: the last hour we had a guy ryan mendy, he flagged amazon as a company that could be a target for activists. i don't know how that would work, jeff bezos has such a strong grip and owns so many of the shares, is amazon going to be in the sights of the activists who feel this is more worth broken up than together? >> liz, we've heard this story off and on for so many years, i don't know how you're going to pry amazon away from bezos. he's involved in so many different ventures. i think that ultimately you probably need the business segments, aws in particular to be a larger portion of the overall total to create an entity that as individual parts

would be greater than the whole right now. i think it's always a possibility, but for the time being, especially since they don't have the cash flow that private could lever up, it's going to take a little time before we get there. liz: good to see you or hear you, daniel, thank you for jumping on the phone. daniel is gaming amazon. david: one side way up in after-hours, another side down, google, shares are falling after missing eps and revenue estimates. let's bring in james, by the way, it doesn't seem to be a huge miss on the ex-tac, the costs taken out what the company pays itself. 14.8 billion. what do you think? >> sure, thanks for having me. no, not really surprised whatsoever. we see the quarter as lackluster. we did have the headline miss on the top and bottom lines. we think there are fundamental questions that google needs to

start answering. david: like? >> or investors. first a huge decel from the 41% from last year. shift to mobile usage and the android platform with the biggest partner samsung, losing shares, you heard the comments from apple. and video, they have the youtube asset, a small subset from the top line. as we heard from facebook, it's quickly gaining shares versus google. liz: overall, what else? this is a stock that started to slow down in the past month or two where it hit a 52-week low. yet there is so much going oalmost as if they like jeff bezos are looking for the forest, not actually the trees in their investing, and a lot of things could pay off later. the drones. those creatures that walk on different legs and the animated things, i'm wondering maybe

they're smarter than the rest of us, do you like larry page as a leader? do you like the direction he's going in? >> the comparison i would make first with jeff bezos is you have the revenues from amazon. you can't say the same as much for google. really the core of the business is search. and that's one of the reasons we've remained on the sidelines because is there going to be a fundamental way different change in the way that people search? because as you shift to mobile and use mobile apps increasingly, we think that it's not going to be as much about the last click anymore but about the branded advertising to the native advertising as you see the content more so than explicitly searching for an item. david: james, we have to run, i have to ask you about net income, revenue versus income is flattening out to an alarming rate to many

investors. does that concern you? >> i mean, google is a research company at the end of the day, and so we expect them to continue to invest, but really it's about the top line. if we can see the reacceleration in the growth, it will translate to the bottom, but we're not seeing that right now. david: james, thank you very much. liz: taking a $10 hit. we're watching it, amazon is the bigger story right now. david: google is up just barely above 500. that's good news. it looked bad in the 400s. mcdonald's ceo on its way out as sales decline at the fast food chain. we'll talk to a panel of franchise owners about what it would take to turn mickey d's around. liz: can't wait to hear. that ford earnings declining last quarter but the automaker is charging ahead full steam this year. the stock agrees at least today. coming up, we're hearing from ford motor cfo bob shanks, david? david: always wanted a ford truck.

and speaking of ford, it along with gm and other major automakers will be notably absent during the super bowl commercials this year. why? we've got answers with grease from the commercials coming up.

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jerry rice here with 8 year old andrew hunter debating who will win the big race between the tortoise and the hare. what do you think andrew? rabbits are faster. it's not a rabbit, it's a hare.

what's the difference? maybe figure that out before debating the best wide reciever of all time. wait, are you odell beckham jr.? >> time to look at today's market drivers. big gains with the dow rallying 225 points. more than 80 points of that gain coming from two stocks. mcdonald's and boeing. all ten s&p sectors ending in the green. americans filing for unemployment benefits. that number tumbling to its lowest level in 15 years. claims on dropped 40,000 to 200,000. pending home sales, it wasn't a good number.

second biggest month over month drop in five years. signed contracts to buy homes sliding 3.7% in december. david. david: as we mentioned huge down day for alibaba, the stock sinking more than 8% as revenue growth disappointed. liz: there were other stories that simmered up here. no one knows alibaba more than jolene kent. she's with us now. >> there was so much to digest in this report. it was mobile monetization. they have not been able to monetize mobile as with desktop. huge migration for mobile users. great news for investors. monetization a problem. the chinese economic slow down. i asked joe sigh exactly what he is expecting for the year to come. >> we'll definitely see growth on a year and year basis. (?) i think the growth will be driven by more users coming on to the mobile

platform and also our extension into lower tier cities, not just the fourth and fifth tier cities. but sixth. we've seen particular strength from fifth and sixth cities. and also our efforts in developing more consumption and also more production from the rural villages. >> so there you have it. you have a lot of positive outlook. of course, the chinese government looking very closely at alibaba trying to see if that fraud envy rides and the counterfeit items will be a problem. alibaba says no. we're working hard. >> the pot calling the kettle -- the chinese company is surprised that they're bribing people. i'm wondering if jack ma really wants to take on the government. he's been defensive suggesting the government charges aren't all there. the charges that they've been bribing people or

accepting bribes to put knock-offs on their website. if he takes on the chinese government, they could crush him. >> it seems the chinese government is responding to the pushback already without 24 hours notice. they brought down the white paper saying there was a problem there. you saw immediate response. also jack ma and davos, of course, he also said he's defending the slowing down of growth in china as well. he's a very skilled diplomat when he's working this game. si in the same ballpark there. >> when you take on the government, even if ah you'ryou're a pal of putin or pal of a leadership in china, they will arrest journalists who were big buddies. >> even the oiltightans. >> that's a good point. the president is anticorruption campaign

right now. it would not be in his interest or the chinese government's interest to bring alibaba down, so to speak, as well. they have actually been a very good example of how to succeed in e-commerce. a rare example. it's a pretty complicated issue. we did see web bush. they hung on to their outperform. guilgil holding on to that. they're really concerned about the gotta have. >> you know how fortunate we are to have this woman here. she knows alibaba more than anyone. liz: ford ending higher despite a plunge in net income last quarter. as a pretty significant 800 million charge from one particular country, dragged on earnings. how they worked to self-contain it, even when they knew it would give them a short-term hit to the numbers. are they out of the woods? we have bob coming up. >> they gave a strong outlook. the stock is up 30% the

past year. how are they doing it we'll tell you who this is. talk to their ceo straight ahead.

david: well, mcdonald's is struggling even though the stock was up today. while the franchise sector in general is

strong, mcdonald's brand hasn't been keeping up with changing eating habits. will the change at the top be enough to save the ground? we put together a panel of experts who put their name behind their brands every day. chris rollins of pet supplies. and gary price of quarter bakery cafe. gary, i'll start with you. you have operations all over the place. how do you keep on top of those operations, particularly the franchiseees to make sure they're keeping up with customer trends? >> well, we do a lot of customer research. we spend a lot of times in the restaurants talking to guests, doing consumer focus groups and making sure we're on top of trend and dining habits and what the public is looking for, particularly amongst millennials, which is one of the fastest growing groups in america. >> well, chris, a brand is a very important thing. you don't want to

squander a brand when you have it. when the change -- when the habits of your customers change, and the brand doesn't change with them, and i'm putting forth the proposition that that's what's happening with mcdonald's. americans are eating healthier. what do you do when those two things diverge? >> well, i think it's important for any franchise or any business, for that matter, to be constantly improving. we look at our business, we've been around for 25 years. we look at ourselves as a 25-year-old start-up. it's important to listen. but it's as important to get your franchiseees in. talk to them. explain why you're going where you're going. >> the problem with a franchise, you have a specific brand, you want to keep standards the same. one size doesn't necessarily fit all, does it? >> it doesn't. and it's important not only to listen to our customers, that are the

ones interfacing with the brand. we certainly do that with groups. but it's also about listening to our franchiseees that are on the front lines and seeing what they're seeing in terms of their customer settin segments might be different across the country. we're doing the same thing with our franchiseees because we do child care, adult care, and senior care. that varies in different parts of the country, based upon what the customers need and our franchiseees have the flexibility to leverage the model to take care of what the market needs. >> that implies that you have the situation managed. you can allow flexibility. not everything that sells in new york will sell in arizona or chicago. you have to have flexibility. is it possible that mcdonald's just grew so large that it -- it lacks that flexibility? >> well, they are a very large iconic brand.

consumer tastes have shifted and changed rapidly. particularly over the last few years. and to be able to keep up with those changing consumer demands, o you have to stay on top of trends. and particularly consumers are looking for healthful products that are customizable. made to order. when you look at brands like chipotle and even coroner bakery. it tends to be on trend with those consumer demands. and also, the ability to react very quickly. one of the things, when you look at these fast casual brands that are out there, they're much smaller. they're a fraction of the size of a company like mcdonald. one of their advantages is to be nimble. we were able to launch a new asian sesame kale product. it was one of the most successful launches. i can't manage

mcdonald's ever having kale. they have a new leader now. he's an internal guy. a mcdonald's guy. do you think he can turn it around? >> i don't think you can ever count mcdonald's out. change is difficult. i think the fact they went with an internal can be good. i think he will have understood the system and the chain. and i think he probably understands what it will take to change it. it will be difficult. there's absolute no doubt. i wouldn't count them out. >> shelly, do you think they can do it? >> i think they have all the resources and listening to customers and franchiseees will be the way to do it. >> chris rollins. shelly. gary. liz. liz: from the people who know. ford's fourth quarter beat estimates. bob shanks, ford's chief operating officer is with us to talk about the one risk that could maybe color ford's earnings more red.

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liz: this was a bit of a surprise. that shares of ford ended the day higher. why? they did post a modest profit in the fourth quarter. there was a lot weighing on these results, specifically of all countries, venezuela, the company had to take a big 800 million-dollar -- trying to extricate themselves from doing business there. the government is running everything and trying to nationalize everything and take the money. i asked bob the question that is on everyone's minds. is the pain in venezuela -- >> what happens in venezuela stays in venezuela. the volatility. the losses we've seen in those operations over the last number of years, those will continue. >> yeah. you finally cut it loose and said enough with venezuela. because who knows how to run a business down there. they keep nationalizing things and it's very tough. let's get to where you're seeing muscle. listen, you had the much heralded revamp of the

ford mustang. we brought it right out here to fox. it's gorgeous. dying to know how it works. you began for the first time shipping it globally. which countries are snapping up the mustang. >> we're already shipping it to asian-pacific. and it will ship around the world. and including right-hand drive for the first time. very strong sales in the united states. you know, up strongly since we introduced the product. it looks like it's a smash. consumers around ar around the world have never had the opportunity to buy it. it will be exciting to see them being able to take advantage of a fantastic product. some of the regions are asking us for more volume. that's a great sign. liz: would those be asian regions? >> some of those are asian regions. you're absolutely right. liz: okay. i'm trying to push you there. now, i'm dying to go to the f-150. the real rain maker that has been a moneymaker

for ford. the f-150. when will the new all aluminum one juice earnings? you start to see that happening now. i'd love to see where you see that moment where it's a-ha, wow, this is really working. >> well, it is working because we're already seeing extremely strong response from consumers. the mix, the turn rates are high. the mix rates are high. demand is very strong. it's very, very exciting. we finally have the dearborn plant. the third crew is on and working. we're in the process of launching our kansas city planet. when we get into the second quarter of 2015, we'll have a full supply of those products coming out of our plants. you'll see the effects in the quarter. >> it was a gutsy move. you don't know how people will embrace something like that. i got back from dav davos. i asked him about the auto trend with

aluminum. he said it's absolutely happening from where he stands, aluminum safe. it's strong. what's the next all-aluminum ford vehicle? >> well, one of the things that we talked about in september is that we're going to do the same thing with the super du duty. that's the largest version. that's the next one ahead. and that's going to transform that product and the capability of that product, just as we're seeing with the f-150. we're very excited about that one up ahead. >> more russia. you guys posted losses in russia. we know that russia is getting hurt by the sanctions, but how much of the sanctions are affecting ford and its business there? >> well, russia had an adverse -- we report russia within our european results. andon year-over-year basis, it degraded our european results by $150. 2015 is looking tougher. we expect the economy to contract.

(?) we expect industry volume. our industry volume to be lower. and certainly the weakness of the ruble, recently the euro because most of the components we send russia is coming from europe. very, very difficult. not just for us, but for everybody. tough situation in russia. liz: would that be the one risk that could still hit your 2015 estimates? >> well, we think we've factored that in our guidance. but certainly on a year-over-year basis. it's making our european business more challenging. we're making great progress in western europe, but we have a lot of work to do ahead of us with russia. >> watch out four russia. the sanctions might even intensify. bob shanks. >> russia, venezuela. they're having trouble overseas. you love their trucks. ford will not be showing an ad during the super bowl this year. >> just five automakers, compared to dozens are

planning on running ads this year, down from 11 last year alone. jeff flock has more. why? >> i have breaking news. it's now six. we just got word a few moments ago from chrysler. they are in. they had purchased time. we didn't know if they would do it. that brings it to six. which, again, was not as many as last year. chrysler probably had more success with their super bowl ads than anybody in the past few years. six automakers. take a look at some of the offerings we know thus far. take a look. >> we've also gone to a new marketing strategy which is fewer, bigger better. trying to stop watering the flowers and instead, go to a type of strategic system that allows us to pick the big moments in life, such as the super bowl to showcase our brand. >> that is fred diaz, he's talking about the nissan ad. they have one that they've just teased out with a 10-2 - ten-second of it.

this is about kind of work/life balance, he tells me. we'll see what that turns out to be. as we said, those guys are all in. nissan spending -- they originally were going to spend for 60 seconds. they decided to push the add buy to 90 seconds. six guys are in. the rest of the folks are out. but whoever does win the mvp award, they will go home with a chevy colorado pickup truck. there you go. >> the chrysler ad this year. probably not. >> you know, we have eminem. we've had eastwood. dylan last year. oprah. paul harvey. who could it be? >> they sell with the stars. appreciate it. liz: are you looking for a quality company that's raising its dividend and has a strong outlook for 2015?

look no further. ceo of quest diagnostics. the stock is up more than 30% over just the past year. >> hi, everyone, i'm gerri willis. coming up on my show, the latest new car crash test results including the list of the cars most likely to kill you. that's just one of the big consumer stories coming up on the willis report in just a few minutes.

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liz: quest diagnostics issuing a strong outlook for the year. hiking its different den and topping wall street estimates in q4. david: the stock is up more than 30% over past year. what is behind the excellent results? joins us quest diagnostics ceo. congratulations the. >> thank you very much. david: you beat on the top line. you beat on the bottom line. you have really been focusing since 2012 on the core business of the had the company gotten into too many side businesses and side ventures? >> david, we took a look in the business. we're in fabulous market, growing. only company we know of when we go into a test. >> we're leader in health care. we're only 2% of health care costs but we represent a large percentage of how and why health care decisions are made. if you go back to what you asked me, we looked at core of the business. we looked what is going on in the marketplace. best thing for us to do is focus on a core business. we're more than a lab.

we're a diagnostic information company. by doing so we needed to bring growth back into a company that had not been growing. we also needed to look at improving our operations. have a different organizational structure and make sure we do the right thing with our cash for shareholders. that is our five point strategy. >> that is lot to it. there are strategies happening outside of the your company, changes to the health care plans out there right now. certainly the government is pushing now for cost controls. how is that affecting you guys in 2015. >> we're the leader. the affordable care act one of the things it provides is insured lives and insured lives is good for us. when people have insurance they need what we do. liz: cost control. i know the need is out there. isn't that hitting your bottom line? >> if you look at a broad range of people we compete with, we're one of the best values out in the marketplace and great quality and best prices. so we have a great value proposition. david: you have to be on the

cutting-edge of r&d, research and development but you just increased your dividend. i'm wondering if you are concerned that increasing the dividend is hurting r&d. >> we have balanced approach and balanced in capital deployment. we have a small dividend. we have commitment to our shareholders. we return majority of our cash to our shareholders. we believe it gives us enough wiggle room if you will to make cash investments and for the company. >> how closely do you watch what the federal reserve does. we get involved here at fox business. does it affect what you do? >> affects us, for the first time back in 2008, the economy really had an effect on health care. for the first time we ever saw in my career in health care the consumer started to use less health care because they did not feel good about what was going on with the economy. so in that respect, yes. liz: people were breaking pills

in half, using less. >> absolutely. with hardee duckables because of greater share of health care costs going back to employees, they have thought twice about using the health care system. so it affects health care. david: congratulations. you do a tremendous job. as we mentioned the stock is up 30%. what is not to like for the moment. steve, thank you very much. quest diagnostics of the please come back. >> thank you. liz: we've been asking you, do you think mcdonald's can turn it around and maybe how? spencer on facebook says, stop trying to be everything to everybody, mcdonald's. hamburger, fries and a coke, that drew billions of people for decades. david: has a point. bring back hot side and cool side cool burger. it was great. i missed that one. liz: it was a custom burger. friend of show been dylan snyder, it became so large it lacked personal side. very different from the folks that built the company and are

no longer there, ray croc included. david: the stock was up significantly today even before the market turned up. investors like the change. liz: "the willis report" is next. stay tuned. gerri: hello, everyone, i'm gerri willis. this is the "willis report," the show where consumers are our business. president obama's brazen new plan to bust the tax-and-spend like never before. >> president believes that is a good policy choice. gerri: how much money will you win or lose? amazon.com reports earnings. will this be the quarter that finally turns things around. >> we'll learn more about the prime minister membership. gerri: first it last "deflate-gate," then lance arm strang says he would cheat again. what is wrong with our win at all costs culture? pastor john mcarthur is here. >> why can't your account keep up with market gains.