we have amgen earnings out looks like an eps beat and a revenue miss that stock has turned negative,h the knee jerk reaction was up 3%, which was an interesting one. lindsey, do you find value in biotech? it's a sector that has been beaten down so badly you have to wonder if in this environment, is there value or still viewed as sort of very risky, high valuation, it's a little more of a speculative trade. >> yeah, i mean,ilities are a little bit more of a volatile sector and has weighed on the health care sector overall it's been beaten down pretty good here. i think it's interesting, you look at biotech and the good niem times, a good, exciting growth sector. in the bad times, it's bad and risky and everything you described it as. i think what we need to appreciate is how it's evolved over the last several years. this is a sector that used to be negative from an earnings perspective and have negative cash flows and they have become much more financially stable then you have also seen some of the bigger players kind of dive into this area as well so i think for some of the stocks, i

dow winners headed by amgen.ne much recently, boeing travelers, johnson & johnson, dow, s&p 500 winners where are they now? etsy, right at the top there, up 11%. nasdaq composite winners headed by monster beverage. that's a newcomer to that particular list, and then amgen tesla is back above 800 et cetera. got it. now david bahnsen, glutton for punishment here for the entire hour, he's got dividend plays started by its got to be a rising dividend play hasn't it? >> yes that's the idea which means that our friends at block or square don't make the cut. so we don't get to be up 20% today, but of course, we don't have to be down 60%, but it still is in the last six months after today's rally. stuart: oh, okay so tell me about lockheed martin go ahead. >> lockheed martin is up 15% in the last three months. it has grown the dividend 20 years in a row. our thesis on lockheed martin has nothing to do with russia ukraine. people say well there's maybe war breaking out, don't people want more of those? there's a huge lag

i amgen fer casarian and i work here at san francisco international airport.dea for therapy dogs got started the day after 9/11. an employee brought his therapy dog to work after 9/11 and he was able to see how his dog was able to relieve passenger's jitter. when we first launched the program back in 2013, our main goal was to destress our passengers however what we quickly found is that our animals were helping us find a way to connect with our pang. passengers. we find there are a lot of people traveling through the airport who are missing their pets and who are on their road a lot and can't have pets and we have come in contact with a lot of people recently who have lost pet. >> i love the wag brigade. >> one of my favorite parts is walking into the terminals and seeing everybody look up from their device, today everybody is interacting on their cell phone or laptop and we can walk into the terminal with a dog or a pig and people start to interact with each other again and it's on a different level. more of an emotional level. >> i just got off an 11.5 hour

amgen is the best performer on the dow and the s&p 500. the plans to buy back $6 billion worth of shares this quarter. first-quarter earnings surpass forecast, 2022 guidance fell short of expectations but that is not hurting the stock which is popping higher. harley-davidson shares dueling higher, reported a surprise for the quarter profit, 2021 sales rose for the first time in 7 years. for 2022 harley expects revenue to grow by 10% year over year as it prioritizes higher margins and higher priced vehicles. is grub another victim of the reopening? just eat take away will be delisting from the nasdaq citing low trading volumes and low proportion of share value. the stock is up 3.8% but meal delivery services stock will trade on london and amsterdam stock exchange. meta platform is on the move after the company announced peter teal is stepping down from the board. meta down another 3%. teal was one of the earliest investors and advisors to mark zuckerberg. meta has had a horrific couple days, 30% of the company's value vaporized since its di

first i want to talk about amgen. $25 billion in revenue they have the patented drugs and gen generics-third of the portfolio is from inflammation. 40% from oncology. 20% from general drugs stock is cheap, frank. trades at a discount to the market price of free cash flow 15 times. the market has been discounting the big drug companies because they are worried of revenues falling off the cliff. these are bio-teches much harder to copy than the normal drug that comes off patent this cliff is more like a bunny slope. revenue growth targets all the way to 2030. mid single digit revenue growth. they buy back $6 billion of stock in q1. >> you have another buy. totally other end of the spectrum waste management everybody has trash. where are you seeing the opportunities with this stock? >> i see a lot of opportunities in waste management. yes, by the way, garbage is a great place to be. it beat the market and beat the s&p last year. this market, food, clothing, shelter and garbage. down 13% year to date, but they handled solid waste and industrial and commercial. they are a big recycler. now

and i was very privileged to work at two great biopharmaceutical companies, amgen, out of thousand oaks, california, and gilead sciences, where i was in their washington, dc office and worked there for five years. look, gilead transformed hiv treatment and aids in this country. there are a lot of people alive today due to the research and development of gilead. i make no apologies for any job that i've ever had or the way i conducted myself in any of those jobs. i'm very proud of the places that i worked and the way that i performed in them. >> lee is a republican in new york. your turn. >> caller: hi. i was concerned because dr. fauci is being investigated and they're coming up with emails and i wanted to mention a very disturbing video that i saw several weeks ago and it was dr. fauci talking to the nih director. on the upper left hand corner was the date, 2017. and dr. fauci said, people have stopped taking their influenza flu vaccination and we have to make it more infectious so that by 2019 there will be an influenza flu epidemic. and around september of 2019, the chinese doctors w

amgen is doing really well amex is having a great day about 70% of the gains are these three stocks another sector are the financials jpmorgan is up, for example, and all the regional banks are having a great day this is because the ten-year yie yields are starting to move up got a new high in a couple of these names like fifth third second, third day in a row now, we're getting the reopening stocks doing really well royal caribbean had very positive comments on friday but wasn't up. yesterday, it was up big they said they're operating at 70% capacity but, by april, they're going to be operating at they believe full capacity and that's essentially what royal caribbean said the airlines are moving. haven't done anything for months united's having a couple of great days even live nation marriott, 170. that's just about an historic high maybe a dollar off even the department stores, speaking of reopening, also having a great day they've kind of done nothing for a number of months but nordstrom, macy's and dillard's all up >> the ten-year at its highest level since before the pandemic. could we

check out some of the names set to report after the bell take two, amgen, simon property are on top,othf em in the green right now except tenant health care. at fidelity, your dedicated advisor will help you create a comprehensive wealth plan for your full financial picture. with the right balance of risk and reward. so you can enjoy more of...this. this is the planning effect. >>> welcome back, everybody. rising mortgage rates and rising home prices are creating the perfect storm in the housing market to hurt consumer and buyer sentiment. diana oleg has details >> one quarter of consumers in january say they think is a good time to buy a home, and that is a record low on a survey released this morning. on the flipside, 69% saidlogic home price appreciation more than doubled last year, averaging 15% for full year compared to just 6% appreciation in 2020. now, rates began rising in january, sharmly last week, and again modestly today the average on the 30-year fixed is now 3.87%, just over a full percentage point higher than it was a year ago according todaily it's more than 50 basis

. >> good comparison amgen, for instance, responsible for more than half of the dow gains right now. we have a market flash on mandiant, which is surging eamon javers with the details. >> that's right, there are reports out there right now in the media that mandiant might have some acquisition interest from microsoft we're working to confirm that. we can't report that just now, but what a wild ride that would make it for mandiant if that is in fact the case this is a company that was sold, i believe back in 2013, to fire eye. then divested its fire eye assets in 2021 became mandiant again, and now is subject to some acquisition interest. that's created that pop you see in the stock there and we're waiting for confirmation of any of that. i have been texting with a number of people who are close to the story and we'll see what we can get in terms of confirmation and detail, but it has become sort of the go-to cybersecurity firm out there, if your company is hit by a cyber attack, these are the guys you call we saw news corporation doing that in a story a couple days ago with their rec

very good movement out of amgen. a lot of those stocks, that is very good.lso, deere, machinery, hit all-time high. industrials, health care coming back. energy has been the best sector. i still think that continues and we do see a value bent really for the first six months of the year but you know, it's encouraging to see the other sectors snap back to start to show evidence of recovering. charles: you know, so funny, talking about the finnergy trade which dominated. when techs dominated i feel good too when breadth is wide and green across the screen. mark, appreciate your expertise as always. >> charles, great to see you. take care. charles: fed guessing game is heating up. the consensus is six rate hikes this year. i will have one of my favorite economists douglas holtz-eakin a turn at playing the game. we'll see what he says. he doesn't like playing games. next guest joining forces with senator elizabeth warren of all people in a bipartisan effort to stop trading from lawmakers, this insider trading but will queen nancy let it happen? don't go away. ♪.

ten-year just shy of 2% the dow has gone green for the month to date, though most of the gains here are amgenin a moment do you have a life insurance policy you no longer need? now you can sell your policy - even a term policy - for an immediate cash payment. we thought we had planned carefully for our retirement. but we quickly realized we needed a way to supplement our income. if you have $100,000 or more of life insurance, you may qualify to sell your policy. don't cancel or let your policy lapse without finding out what it's worth. visit coventrydirect.com to find out if your policy qualifies. or call the number on your screen. coventry direct, redefining insurance. i'm 53, but in my mind i'm still 35. that's why i take osteo bi-flex, to keep me moving the way i was made to. it nourishes and strengthens my joints for the long term. osteo bi-flex. available at your local retailer and club. what happens when we welcome change? avwe can transform ourl workforce overnight out of convenience, or necessity. we can explore uncharted waters, and not only make new discoveries, but get there faster

, is cvs after their earnings that stock is down 4%, and it's the laggard in the s&p >>> similarly amgent laggard on the dow we'll take a break here. the dow is up 270. don't go away. new projects means new project managers. you need to hire. i need indeed. indeed you do. when you sponsor a job, you immediately get your shortlist of quality candidates, whose resumes on indeed match your job criteria. visit indeed.com/hire and get started today. you are an electric vehicle. whose resumes on indeed match your job criteria. electricity powers your heart. want to feel your heart beat faster? ♪ (heart beat music) ♪ drive an electric car. made by a company whose evs have gone five billion miles... for every highway... every driveway... ...and every speedway. and where the loudest sound... ...is the beat of your electric heart. this is the new nissan. ♪ ♪ esg is responsible investing. who's responsible for building esg into your investments? at pgim, the pursuit is on for outperformance. as active investors, to outdeliver with customized strategies, integrating esg best practices into our inves

amgen is up 6.8%. down 13%. they deliver a small amount and some are reconsidering their orders and they filed for emergency use approval. stuart: the house could vote on stopgap spending bill as early as next week. we will tell you what will avoid the government shutdown. senator ron johnson accused of being out of touch with voters when he said he would not fight to bring new manufacturing jobs to his state. board of regents seized 200,$000 of methamphetamines this weekend. skyrocketing smuggling on the southern border. next. ♪♪ stuart: the us has started to test robot dogs on the southern border to reduce the risk of humans in rough terrain. these 100 pound robots can never get steps, stairs, steep hills and scare people too. smuggling continues to skyrocket. troopers in texas intercepting human smuggling attempt and intercepting large amount of drugs. the latest please. >> reporter: exactly right. smuggling incidents off the charts in the rio grande valley, not just drugs or migrants. this is video

that would be disney on those earnings boeing, and coca-cola, where amgen, microsoft, home depot, andrce are the underperformers today. >> let's get a check on more individual market movers share of canada goose dropping after posting mixed results cut its aniest forecasting, omicron restrictions is impacting the demand for luxury parkas the stock is down 16%. credit suisse falling, saying it took a hit from investment bank legal costs and a slowdown in the wealth management business that stock is down almost 9% >> time for a news update with rahel solomon. >> hi, mike. here's what's happening at this hour nevada and its casinos have lifted their mask mandates the governor says face coverings will no longer be required in most public places effective immediately. he says nevadans may still be asked to wear a mask in some places including hospitals, planes, and buses. >> toyota halting production in plants in kentucky and ottawa due to supply problems with the trucking protests. justin trudeau said the protests are hurting the economy. >> in texas, abortions fell by 60% in the first mo

i amgen fer casarian and i work here at san francisco international airport.dogs got started the day after 9/11. an employee brought his therapy dog to work after 9/11 and he was able to see how his dog was able to relieve passenger's jitter. when we first launched the program back in 2013, our main goal was to destress our passengers however what we quickly found is that our animals were helping us find a way to connect with our pang. passengers. we find there are a lot of people traveling through the airport who are missing their pets and who are on their road a lot and can't have pets and we have come in contact with a lot of people recently who have lost pet. >> i love the wag brigade. >> one of my favorite parts is walking into the terminals and seeing everybody look up from their device, today everybody is interacting on their cell phone or laptop and we can walk into the terminal with a dog or a pig and people start to interact with each other again and it's on a different level. more of an emotional level. >> i just got off an 11.5 hour flight and nice