sarat, you made that point crystal clear. sentiment is dinged here but it will get back on its feet. >> you're going to have reallocation, funds that are over equity. you have 70%, going to 80, that's going to happen this is happening in the short term longer term, we've got another year, year and a half of good earnings growth. >> let's throw up shares of twitter, certainly one of the biggest winners today in the market, beating on the top and the bottom line, posted a profit for the first time ever as well. anthony did e clemente joins us now. welcome. >> hi, scott >> a pretty darn good acquirement. -- quarter >> this is a case where they were doing the right things. i give the company credit for engagement and that resulted in a big beat in the fourth quarter, as we've seen from other internet companies as well >> so your price target is 30, right? >> yeah. yeah >> what are we doing with that now? >> so here's the thing you know, i wish i were more aggressive on this one going into the print, obviously. but just because, y

got jim, steve, sarat, jj and steve liesman is here. maybe he'll chime in but what do we make of this? sarat, you like to play these big industrial names >> i think it's a great, very well run company they've signalled they're thinking about break iing up in three groups they've got three dispaired businesses that together have great value, but i think if you separate them and today, given what's going on with ge and the other big conglomerates, you get a better, true, pure play if you break up the company sxwl is that what you think is down the road? there have been rumblings of m and a. hon honeywell, so a lot of that is out in the market, steve >> it agree with sarat it breaks stoeense to break it . we've seen with other companies, the pure defense play, if that's the way they go or the pure aerospace play that makes those assets much more attractive. so you may see value creation after the break up that's the direction seems like they would go. >> our morgan brennan who just got off the air down at the new york stock exchange follow

or is that a completely sarate cost? >> for the most part it is a separate cost because wet we trying to do is show that if you are looking at the value of investments in preventing opioid addiction, and in helping those who are suffering fro addiction, you want to know what the value of that investment would . so you want to know what we are already paying, what it's costing us today. we do include in those costs some health care costs, though. so costs of people in the emergency room suffering from an overdose, andhe associated hospitals costs. as well as costs of increas in conditions like hiv and hepatitis that are a rul of this epidemic. but these burdens then should be weighed against the costs of treatment, as you said. >> all right as we wrap it up i'm just gng to list quickly that you things recommend that lawmakers should focus on, prevention, treatment, and recovery. anni turner, thank you so much for joining us we appreciate. >> it thank you. >>> coming up, why the business jet market is taking off. >> those

kate steinle appeared and sarate said it was an accident.rob: for a second time federal job barring the trump administration and today the senate will try to debate immigration while republicans gain some momentum on a more conservative proposal than the one the president has layed out. griff jenkins joins us live with exactly what to expect with this bizarre immigration situation we have here. hey, griff. >> good morning, rob, welcome to daca day two but what's different today is they'll try and get the vehicle for an immigration bill out of park, senate leaders seem to agree it's worth giving it a shot. >> if we can come up with a bipartisan compromise that looks like it's right in the ballpark of 60, let it rip, let's go. >> there's no reason in the world if there's a core 60 votes to support something we can't achieve it in the next few days. >> the president sounded optimistic talking to round table of sheriffs how this will help them enforce the laws. >> right now we are working on daca, we are working on immigration bills and we are m

i still think there is some hiccups left in the market >> what about you, sarat >> i agree with thatrobably taken out most of the downturn. in the next couple of months you will see another hiccup. this won't be like the last 18 months be selective with the stocks you pick it's a buyer's market. if companies are sold off for nonfundamental reasons it's a great time to pick them up. >> lots of volatility players. the "wall street journal" with an amazing story do you know pension funds like the hawaii pension fund were trading volatility. >> do you think they are qualified to trade value tiolat. >> what are you saying about hawaiians? >> this has been the biggest tr decades, going against three to four years, it's an annuity. everyone loaded up on it, and now last week we saw what happened >> the question is, can -- give you three, four years, i suggest the slow, but can that be unwrapped or resolved in a week and a half my answer would be no. >> all right >> i agree >> they agree. >> two nos gentlem gentlemen, thank you >> call it the burrito bounce, up 14% after announcing the chang

to truly finding a bottom with us for the hour today, joe terranova, jim lebenthal, stephen weiss, saratr is sitting near a four-year high there is your market picture as we speak dow

. >> john ryding and sarat sethi thank you for being us >> we'll talk to brian rolapp and you do not miss this, eric tmpru is going to join us. checking markets right now, back in two in the eastern united stas supported by innovative packaging that extends the shelf life of foods and infrastructure upgrades that help us share our produce with the world. all across new york state, we're building the new new york. to grow your business with us in new york state, visit esd.ny.gov (daniel jacob) for every hour that you're idling in your car, you're sending about half a gallon of gasoline up in the air. that amounts to about 10 pounds of carbon dioxide every week. (malo hutson) growth is good, but when it starts impacting our quality of air and quality of life, that's a problem. so forward-thinking cities like sacramento are investing in streets that are smarter and greener. the solution was right under our feet. asphalt. or to be more precise, intelligent asphalt. by embedding sensors into the pavement, as well as installing cameras on traffic lights, we will be able to analyze the flow