erik: given the fact that one of their competitors aetna now has cvs as a partner. might they reconsider their decision to end the relationship with express scripts? they always have the opportunity to reconsider. i don't know the contract they signed with cvs and how it would work in terms of their ability to back out of that. our i would say is this, door is always open. we are going to care for the patients until the last patient migrates away. if they reconsider any time in the next two years i would welcome that. erik: the pbm industry has written up and down waves over the past couple of decades. there is a debate and controversy over rebates of course. now generics are a big deal. what is the next wave? creation value which is the bio similar wave. as we look out to see bio similar's coming over the clinically-based

, drugs and in their minute clinics aetna pays for it.k at companies like keiser or north will health that are big medical system bus have insurance companies embedded in them so there is a fusion going on here. is that part of the solution >> i think it is i think what you're saying is we're in a period where innovation is exploding and in that period, different companies are trying to entry grate integ patient to improve their cost position and attract a bigger market share with the cvs aetna deal, that's one example. we've seen hospitals who are looking at manufacturing generic drugs. we see companies like united health which has close to 30,000 primary care physicians that operate in clinics that it supports and owns many of those clinic so clinics. so we've seen the health transformation alliance which is major corporations who represent five million members coming together and focusing on how they can transform health care so this is one of many initiatives but one led by some of the most able companies in our industries. >> yet the

aetna is proposing that those customers get at least $500 each in compensation. it also improperly disclosed names to a mail vendor. they have to approve that settlement proposal. >>> a big scare for three fishermen in oregon. they were having a relaxed day of fishing, then noticed a boat coming towards them and it wasn't slowing down. look at it. go pro cameras captured it all. the three men on the smaller fishing boat jumped into the water as the big boat hit. all three are expected to be okay. the man who was operating the bigger boat said he couldn't see where he was going, the dash of his boat blocked his vote when he was sitting down. the owner of the smaller boat is suing for more than $300,000. >>> the time is 4:56, ses carrying tech workers, the windows were broken and several targeted highway attacks coming up. there's an investigation into who did it. the deadline gets closer for a possible government shutdown, we have the latest from washington. >>> good morning, traffic is going to be okay in most areas. it's very foggy. and we can barely see some of

this has largely to do with the aetna deal, that can bring the company back to the old trajectory. hopped into the bloomberg and take a look at what has happened over the last decade, we see a wild ride. we see out of 2008 and the financial crisis, a bull run hitting a high, then steadily down the last two years. a lot of competition, perhaps fears around whether amazon, but the growth has been slowing. it could bring the stock to a record high. if it doesn't go through, it could come down. joe: the analyst uses the word synergy. what is the mechanics of how the aetna deal would feed through to hire profitability, then return to rally? abigail: i think she is talking about how in 2021 the company could reshape the way health care services are provided. it would take advantage of the cvs retail real estate and incorporate that with the aetna services in terms of the urgent care type clinics. putting it together in that way. the long-term picture. in the near term, it will be bringing on those numbers and growth from the members. scarlet: what is it look like when it closes? abigail:

plus will he be making any deals following in the footsteps of cvs-aetna. six straight days of record highs. the bulls just keep on going driving the market for these gains. inhave the dow up the most the three major averages. the nasdaq on pace for its best when streak since the beginning of october. lots of optimism and one driver could be earnings. the fourth quarter earnings growth in a year-over-year basis should come in at 11.9% to that's the best since the first quarter of last year but we see 2017 very strong relative to earnings growth. could be one reason the s&p 500 had its best year last year since 2013. suggesting the strength we are seeing could just continue in 2018. another driver on the day, oil. up 2.3%. there is optimism that supply will be tight and taking oils to level -- oil to levels last seen in december. .e have one bearish patch take a look at express and urban outfitters. all of these companies plunging week disappointing holiday comps. got real weakness for some of these retailers. very interesting is the fact that the recent hol

said they had to move or change jobs because of the stigma of aids, those customers receive $500 and aetnarly disclosed some names to a mail vendor and the court whats to approve the settlement propose am. >>> the time is 5:55, nurses at the state capitol, they're pressuring lawmakers to revive a plan for a statewide single pair system. lawmakers tabled that proposal. the assembly speaker cited budget plans, and he called it incomplete. the committee was called to examine a single pair system. and they support the measure and say lawmakers are just stalling. >> well, there's a big scare for three people fishing in oregon, it was caught on camera. take a look it, three people out enjoying a nice relaxing day of fishing when they noticed a bigger boat heading i clear it wasn't going to stop. go pro cameras on the smaller boat is what captured the crash. they jumped into the water, just in time before the big boat hit their boat. hall throw will be okay. the man operating the larger boat said he couldn't see where he was going because the dash of his boat blocked blocked his view. >> and they

aetna is being bought by cvs is down 2%.nthem is off and humana has a deal in the works to buy a line of hospital operators down 3.8%. >> j.p. stocks down 3% >> before this news hit the dow was down 160 points. >> i'm raising the question if your stock is starting to do something, does that in fact concern you? this becomes a bigger part of the pie. clearly this is more of formation and potentially the middleman rather than insurance company themselves who are the health insurers and pbms. >> for those particular -- >> for amazon, jpmorgan and all the berkshire hathaway companies. if you can figure that out you win the game. >> probably even out a few employees. i absolutely agree >> we will have more on that story throughout the show. meantime, a fed meeting. earnings and the state of the union are in focus for investors. there are some international names that investors may want to take a look at joining us, the director of research at janice henderson investors. good morning to you. >> good morning. >> let's talk very qui

aetna just hit the tape.ise ago head of the competition, alphabet self-driving car division waymo striking a deal with fiat chrysler to ramp up fleet with thousands of new vehicles when the driverless cars are expected to hit the road this morning. once in a blue moon then there's this, why tomorrow's full moon is unlike any other in 35 years. we will bring you that story coming u. first this top story half an hour, shedding life on a secretive memo, house intelligence committee voted to publicly release a classified memo that alleges the fbi and justice department illegally spied on the trump campaign in 2016. president trump has five days to make the final call on whether the public will see the memo, the efforts spear-headed by chairman devin none -- nunes drew praise by republicans and condemned by the democrats. >> releasing the information isn't going to be about rod, it's about people in charge of operations before the president was sworn in, of course, but that's -- we need to know just as in fast and

me it makes sense where they get aetna.here i would worry is amerisource bergen they don't need to bear out. >> jimmy, ea. >> act vision has done pretty well and the two should season when you look at the games, electronic arts has, particularly the sports, fifa, madden, as well as the "star wars" franchise, this stock is poised to break out from here, i really like it. >>> okay, coming up, a conference that moves stocks like no other is about to begin. meg tirrell will be there. she gets ahead of the trade on jp morgan's health care conference next right here on "halftime. >>> all right. welcome back to "halftime. jp morgan health care conference kicking off monday me meg tirrell wilt be there, she joins us been she his to the airport. >> this is a huge conference, really setting the stage, taking the temperature of investors in health care for the year ahead this is a huge conference for deals, off over the weekend, or monday morning, if the companies can keep the deals under wraps that long. you see a lot of big deal ann

aetna says that the new tax law will push profits by $800 million.insurers says that half of that will flow to the bottom line last month. for $67 million. harley davidson came up short on the fourth quarter, missing even the lowest analysts estimates for earnings in the final three months of the year. motorcycle sales fell on every continent. they project that sales could fall over 5% more this year. that is your bloomberg business flash. davis? david: -- david? david: rhetoric over border security has gotten pretty hot at times. they say they are searching for a bipartisan approach. here is what the president said yesterday, in an impromptu preview of his state of the union. >> we covered immigration for many years. for many years, i have an talking immigration, thinking we will get something done. we hope it will be bipartisan. being republicans, we don't really have the votes. hopefully the democrats will join us. so that we can really do something great for daca, and for immigration in general. david: we welcome now luis of illinois,mocrat you c

aetna is in the profits of making business.hey're not free from it >> scripts are not free from profits. >> no, none of these companies are free from profits. >> that's one of the greatest line ever. free from profits. come on. >> that's the only way to solve this problem >> well, they like to fiend out what the truth costof healthcare is. maybe you have to use teladoc. >> hey, i have the flu >> you nail it they want to find the group cost of healthcare and pressure everybody. >> yes >> got it. >> he sits here and talk about how expensive his healthcare is. >> because it is >> you don't get a price tag or a bill until it is all done. >> oh yeah >> there is no telling you going in >> and any decisions that you may make that'll save you money. everybody knows there is nothing you can do except for these three guys gotten together who else could be in that's more powerful than these three guys >> super man >> able to leap tall healthcare bill >> he's as powerful. >> this is revolutionary will it be tomorrow? no what do you think j

you guys have kind of lived through all of this from the pivot of the aetna deal, watching aetna hookw you can't talk about financials but why don't you scope out where you see things headed, why kindred and how that fits into your grand theory of where the company is headed. >> that's a great question i think in general health care in the united states is moving from this concept of coverage which is really what eca was about, to affordability. when i think about affordability, it is really moving and trying to find where the financing is which is what we do and in addition where the care coordination is it's the integration of that and you see that happening in different parts of the industry. in our particular circumstance the kindred acquisition is really the beginning of that coordination of care in the home a lot of our members are senior members with a lot of chronic conditions and a lot of those conditions are managed at home >> it's a really interesting pivot to see the idea of you teaming up with hospital and i guess when you explain it that way it sounds much more similar t

will they block cvs's deal to buy aetna? nonprofit hospita are gearing up for big deals too. they've approved more mega mergers as other play defense. two, amazon will impact the health care supply chain, whether or n the online giant gets into the pharmacy business. the scrutiny over price willing keep pressure on pharmacy benefit firms to hold down costs and prove their value. three, obamacare won't go away. doug jones' win in alabama makes the math even tougher for republicans to get enough votes in the senate for full repeal. but the trump administration can still make big changes at the edges, especially through state waivers on plan benefits. the lead-up to 2019 change in enrollment will likely be rocky again with uncertainty over participation. i'm bertha coombs for "nightly busine new york. >> reporter: medicine is changing. from the way we think about treating disease to how we may pay for it. here to are three predictions for pharma and biotech in 2018. drug pricing in focus. there's been no major government moves on drug prices since trump took office. but 2018 bri

upk: so at night is a thumbs -- aetna is a thumbs up. dave: you have one less entity to deal with. erik: what is lily going to do with tax windfall that comes out of the recently signed piece of legislation? we will be able to repatriate cash we have kept overseas which future global rate down. we are going to follow the priorities that played before capital allocation. erik: more investment? dave: i would expect so. we are going to look at m&a and business development to build build a broader pipeline in places like ontology and diabetes. we will return it to shareholders. there are lots of opportunities to invest in our business and so we will have to work through that as the year progresses. erik: do you have an idea of what it is going to mean to you, financially? once you account for what you plan to set aside? what percentage of that is going to be left over? dave: we have not spoken about that publicly yet. we have a earnings call at the end of the month and we will comment more on that, then, along with the new rates we have said today and how much cash we will be paying to

the market ist not pricing in the aetna acquisition being good for the company. the: 22 minutes left of thursday session. stocks are jumping today. there is a secret most upswing in global equities. the second day of gains, best front for almost a month, biggest rise for almost two weeks for the stoxx 600. the currencies are rising. bond yields, commodities, and cds. let's talk economic activity in the euro area accelerating to the fastest pace in almost seven years. services surging while factories benefited from booming domestic demand, record growth and export orders. this is the composition pmi, which is rising to 58.1 in december from 57.5 the month earlier, beefing expectations be a growth momentum was the strongest in ireland. france coming second. activity in germany reached its highest level animal seven years. it u.k. house prices will barely gain this year after slowing markedly in 2017. that is according to nationwide building society. property rights inflation of about 1%. in 2016, prices jumped by 4.5%. inflation squeeze, brexit uncertainty. london,

plus will he be making any deals following in the footsteps of cvs-aetna.record highs. >>

also review, or you'll review for the approval of dental, vision and aetna renewal during that month. in the may meeting, kaiser permanente, and blue shield, the rest of the nonmedicare plans. reviewing their premiums for your approval. and then in june, looking at medicare advantage plans, kaiser permanente, senior advantage, for proof of rates and premium contributions for those, and this is the new item, to appear the first time on the rates and benefits calendar, we will be presenting the multi-region, kaiser multi-region, early retiree and medicare eligible plans for rate renewal. again, that was another popular well received addition for 2018. just as reminder, the reason we have the calendars and the reasons we have to stay on schedule is that we have to present these, have to be presented initially to the board of supervisors, rates and benefits committee and then to the full board of supervisors in july, we don't have the dates yet, but they will be forth coming. >> are there questions of director griggs? regarding the rates and benefits calendar? it has a very familiar ring.

when the opening bell rang this morning, the health care stocks including aetna, cigna and united health dropped on that news. an lefts speculate this collaboration will mean these companies will be forced to provide better services and reduced costs. now, that is contributing to the sell-off so far this morning. but of course we have seen record runs. take a look at the dow jones. it is off 300 points now. more than a percent. 2,125. the nasdaq and the s&p 500 down about a percent as well. i am hearing one of the market analysts from goldman sachs at least saying that any drop is probably then going to create a buying opportunity. so we will keep watching the numbers. apple's stock, we're keeping an eye on that in particular. down three quarters of a percent right now. $166 a share. the market value has already dropped $46 billion in the past week. that's on weak demand for the iphone x. a japanese business newspaper is reporting apple cut first quarter production in half from 40 million down to 20 million. now, as usual, apple is not commenting. but analysts who are bullish on apple sa

mcdonald's, pfizer, aetna and harley davidson reporting before the opening bell after the close, we'llear from chubb, amd and electronic arts and that continues throughout the week >>> another big focus today, trump's first state of the union address. he is telling reporters that the speech will cover the great success of the stock market and tax cuts passed at the end of last year. he will deliver the state of the union address tonight at 9:00 eastern. i guess a bit of a pullback the day before and the day of is just kind of irony, i suppose. still we can't argue against the great performance over the course of the first year in office >>> shares of metlife are under pressure after the company delayed its quarterly results. landon dowdy has more on that. good morning >> metlife delaying full results for the fourth quarter earnings release. here's why they're disclosing the scale of the records mistake that left possibly tens of thousands of workers without monthly pension benefits the short fall will prompt financial revisions and metlife expects to increase reserves by more than 5$50

cigna, aetna, anthem, humanitarian also dropping in a big way. there are some pharma companies who also dropped. big picture we saw selling across the board. had been down 411. with the dow down 362 points. melissa, safe? melissa: nicole, thank you. david: bring in the market panel today. james freeman, "wall street journal," fox news contributor and kevin kelly from benchmark investments. james, i will begin with you and bring in a big conspiracy theory talked about a lot, that jeff bezos and warren buffett wanted to sour the president's first state of the union and therefore they announced this deal, knowing that it would tank the insurance stocks and bring down the market. what do you think about that conspiracy theory? >> i am not going to endorse that. this is an interesting announcement. we haven't seen a lot of details , but buffett and bezos, maybe they get together, maybe they bring in democratic governor and start applying to washington for waivers from obamacare? probably they could get pretty good media coverage on that kind of ventur

you know, cvs and aetna and the other deals expected to come off that merger.hat do you think this does to the consolidation, i guess, speculation? >> i think it's going to continue even more the whole point here is that you need to prove that you're able to control costs and that's what these players are looking for in consolidating and to do some sort of vertical integration, to be able to cut costs no the just on their services side but also on what they're ultimately providing we're seeing the hospitals look to perhaps try to produce their own generic drugs in order to push out some of the suppliers and push out some of the drug makers who they say are raising prices too much on basics, things like iv bags. so it's one of those things where you're seeing everybody trying to find where the value is and how they can extract the most value to be able to provide that to the ultimate payers which are the employers and consumers. >> good stuff there, bertha. thank you for that bertha coombs watching this announcement today for more on this corporation disruption

acquisition in 2018, one month after cvs announced the purchase of the third largest health insurer aetna68 billion. who is standing to benefit? joining me from the jpmorgan health care conference in san francisco is dr. mike. good to see you, doctor, who does benefit? some might wonder if the m&a activity you saw in the last year, couple of years within the sector is at this point run its course. what do you say? >> well, the promise is it's going to benefit everybody across the board, industry, patients and doctors, when i go to a conference like this, i look at it as what's going to benefit me and benefit my patients? the three things i want to see increase is increase in quality, increase in efficiency, and a decrease in price. so far, we haven't seen consolidation solve any of the three problems, the problems with the consolidation is you lose the competitive aspect within the health care space. so it is a little tricky in order to help competition, you need to create regulation, but on the other side of the argument, once you create too much regulation, you can hamper innovation and

anthem and united health group ending the day in the green while aetna closing slightly lower as you can see. all right. let's get into parkinson's. a family emergency medicine physician. sad news, of course, about neil diamond. what's the prognosis? i was always told there are no two cases like a when it comes to parkinson's. is that true? >> that is true. everyone is different. every patient is different. i have found in my experience people can live a long time. look at michael j fox. look at muhammad ali, remember the singer linda ron? but it's not as debilitating as it can be. for example, comparing it to alzheimer's disease and other neurological diseases. ashley: what are the warning signs? >> so usually most patients will have a resting tremor. because they'll have a shaking in their hands or fingers. it's hard for them to walk. sometimes they'll have difficulty speaking. and sometimes their voice changes. and they lose the inability to blink or to smile. so their demeanor changes and sometimes they'll feel weak and fatigued, and they go into a depression. so it's a clinical

going to be b a busy day tomorrow we mentioned state of the union, but mcdonald's, pfizer, aetna, hogtomorrow night, so busiest week of earnings season underway >> we have no dirt of market moving news today. state of the union, you've got the tech earnings later in the week the fed meeting then jobs on friday >> yeah, it is higher this morning. ahead of the those and both chip makers, the controversy over the whether the u.s. government should have been told. >> all of fang except for netflix netflixes? thursday night is the big crazy evening. over to post nine with the judge has taken residence for the morning. >>> welcome to the halftime report live today from post nine at the new york stock exchange. our top trade this hour, the rally, rates and your money. how high yields are poised to climb and what happens to stocks really if they keep moving higher with us for the hour today, joe, jim, steve and a very special guest, mario is here he's the chairman and ceo of the gabelli funds. stocks are pulling back as you know just a bit. much of the focus does remain on interest rates, whi

aetna down 3%. this is a separate story but it is a big deal. apple seems to be planning to slash its iphone x -- what is it called? >> i don't call it anything. i'm not buying one. it costs too much. >> i have a 6 so i don't know. there are reports that they are ordering fewer parts from their manufacturers in asia, so they might be looking to make 20 million units rather than the planned 40 million. that's dropping apple's shares by 1.2% this morning. an pple shares going down by 1%s a very, very big deal. >> you have to think how oversized some of the stocks are when you think of the broader indexes. >> let's not get carried away. this market has been up a long time. this is what you might call a breather. our viewers are not used to seeing a 1% drop in the market within the first couple hours. >> a breather can often be a buying opportunity. you have to ask, a buyer opportunity for whom? less than half of people in the united states of america are invested in the stock market. joining us now, dear friend, cnbc editor at large, john heartwood

. >> aetna i was thinking cvs/aetna does that seem to be the future to you do you think that's where >> we have four of those centers now and we have an agreement to build 38, 39 more of those we have the partnership where target is also linked with cvs so it is all about looking at a different way of accessing care and so if you believe that there is a large segment of society and/or consumers will be willing to entertain another entry point into health care, then it's a valuable -- >> what about amazon what role amazon is going to play in the future, whether it be in drugs or other parts of the business >> well -- >> is that a conversation in your board room? >> yeah. i mean, from my view, it would be wonderful, quite frankly, because organizations like amazon are thinking very differently from the traditional health care industry i am not here to defend the current state of the industry. >> kaiser-permanente is not -- cannot be replicated can what you do be replicated? >> well, part of our growth strategy and growing in new markets now in the united states, particularly that's our

it also plans to buy the insurance giant aetna. they're very busy over there.n to you getting cbs and cvs? >> all the time from the get-go. we love cbs and we're proud to br at cvs. >> let's talk about photoshopping. i happen to think it's okay. i've got to three rolls on my tummy, take it down to one. this is very serious. tell us how it works and how it came about. >> sure. i would say why we're doing this is first of all i'm a mother, i have two sons and two daughters and i look at how my girls consume media. we're bombarded with media every day and a couple of statistics that really hit us is that 80% of women feel worse about themselves after looking at beauty ads and 42% of girls in grades one through three want to be thinner. i think there's a whole conversation going on. for us as a big health care company, we felt this was a health issue. in fact, the american medical association has said that propagation of unrealistic body imagery is hurting our health. >> so we're going to look at the ads, helena, and see what? how is that going to work? >> what we'

cvs, aetna, down 4%, 2%. entire group is selling off.rmacy benefit manage es, warren buffett one of the three companies here, talking about over 500,000 employees between the three of them. he noted that big picture here, the ballooning cost of health care acts as hungry tape worm on the american economy. the three together are putting together talented experts, technology, in order to move health care forward. back to you, neil. neil: thank you very, very much, nicole. a doctor on the very subject says this is what the doctor ordered, welcomes this development on the part amazon, jpmorgan chase and berkshire hathaway. a doctor joins us now. you like this. why? >> i do. i think it is huge, mom you meant and anything that can have positive impact in the lives of my patients i'm all for it. three huge corpses are coming together to provide health care not just for employees but for their families. that has to be over a million people. but my concern is that the doctor as i want to make sure, i hope that the care that is provided to them is

we always confuse that on the trading desk and the reason is because of this aetna deal. want to keep track there have been a series of retailers that people gave up on, all it be home depot, whether it be costco, whether it be kroger. this is the one to watch because they are readjusting the business model, and i think it's not done going higher. i like it very much. >> we'll watch that. what about tonight, "mad money"? >> constellation brands. what's going on. the revenues, let's check. i bet you this is a better story. $3 billion bye' back rob sands, not that he tells a good story it's the story's good. so if you're still selling the stock, why don't you wait to see what he has to say a lot of people putting the hate on me that i like buying intel he's a nice guy. he was mad at me because of my nvidia i posted a picture of nvidia, by the way, on twitter, just in case anyone is wondering what it looks like just wait until that sunday keynote. ces. >> speaking of sunday, you're rooting for the falcons. so you can face them >> yes, because i don't want to face this kamara

sale of tobacco products and introduced limits on opioid prescriptions and plans to buy the giant aetna is executive vice president of cvs health and president of cvs pharmacy and joins us at the table to discuss. very good to see you. >> thank you. >> does that happen you, people get cbs and cvs mixed up when talking to you. >> all the time. from the very get-go. we love cbs and we're proud to be cvs. >> we love it too. i happen to think sometimes photo shopping is okay. i will say the person -- i have three rolls on my tummy, make it down to one. you're saying something very different here. this is very serious what you all are taking on. >> yeah. >> tell us how it works and how it came about. >> sure. i would say why we're doing this is first of all, i'm a mother, i have two sons and two daughters, and i look at how my girls consume media, we're bombarded with media every day and a couple statistics that hit us is 80% of women feel worse about themselves after looking at beauty ads and 42% of girls in grades one through three want to be thinner. so i think there's a whole conversatio

. >> from aetna to apple we will look at some of the many names reporting their earnings next week whenk alerts -- wouldn't you like one from the market when it might be time to buy or sell? with fidelity's real-time analytics, you'll get clear, actionable alerts about potential investment opportunities in real time. fidelity. open an account today. fidelity. directv has been rated number one in customer satisfaction over cable for 17 years running. but some people still like cable. just like some people like pre-shaken sodas. having their seat kicked on an airplane. being rammed by a shopping cart. sitting in gum. and walking into a glass door. but for everyone else, there's directv. for #1 rated customer satisfaction over cable, switch to directv and get a $200 reward card. call 1.800.directv they always refer to me as master sergeant. they really appreciate the military family, and it really shows. we've got auto insurance, homeowners insurance. had an accident with a vehicle, i actually called usaa before we called the police. usaa was there hands-on very quick very prompt. i feel l

united is that i believe united is actually changing health care more and one of the reasons we saw the aetna/cvs deal more so than amazon, because in essence they're looking to get more in the provider side and provide us consumers with lower cost options like urgent care centers and surgical care centers rather than going to the high-cost er >> we've seen a lot of consolidation, of course, across the broader health care space in the last couple of years, some big deals. does this any any way lead you to think any other deals on the table are going to be sped up, people will be more incentivized to try to move quickly >> i don't think that this particular announcement will trigger more deals i believe very strongly that united health and optimum, quote/unquote, shown the way on medical and pharmacy benefits and really moderating hospital and health care utilization from an inpatient perspective i think the deals speculated are more about what cvs and aaetna announced. i have said i think the most likely targets are wellcare and h humana and cigna, walgreens and cvs. >> just to come back to h

cvs recently bought aetna and considers itself both a health care company as well as a beauty retailerages that people see to be realistic, untouched. in fact, with their own marketing material they plan to have untouched photos and will have a cvs beauty mark saying that the imagery has not been altered. in fact, they're asking some of the other companies and partners -- revlon, l'oreal, johnson & johnson -- to join in their effort. in fact, those brands risk getting the other kind of mark, which is a digitally modified mark meaning that proportions, color of eyes, wrinkles may have all been changed. this is a step forward against changing images. ♪ she's nationally recognized for her compassion and care. he spent decades fighting to give families a second chance. but to help others, they first had to protect themselves. i have afib. even for a nurse, it's complicated... and it puts me at higher risk of stroke. that would be devastating. i had to learn all i could to help protect myself. once i got the facts, my doctor and i chose xarelto®. xarelto®... to help keep me protected. once-

this merger between cvs and aetna, in the near future, going to this drugstore cvs to take care of relativelys. you have the flu and want to see a doctor waiting for you. stuart: private enterprise element of amazon, jpmorgan and berkshire hathaway, the private enterprise part turns me on. >> i happen to agree with you and increase quality of care. stuart: the big tech companies come all five of them report their financial performance wednesday night and thursday night. are you expecting really good news or any surprises? >> of the tech companies imported so far, 8% better than wall street was predicting and the earnings growth for the tech sector 15% to 20%. i have no reason to believe you won't see a continuation of that trend. it has been the biggest winner in three years in terms of better earnings than expected, name by name a little bit of noise but the general trend should be very positive. stuart: a bullish kind of guy. >> there are two stories, the old tech companies, harvard companies and really winning because the economy is better and not necessarily innovative, and companies like