this quarter marked the first loss for amgen and they could be losing steam.'m tested to blame this one on the lance armstrong confession and the end of doping by athletes. facetious. in the meantime, the host of the pipeline are not contributing anything new. there's too much hope in amgen. it might not be done going down, which is lemming pin action. and gilead and biogen, how that they are up 38, 41, and 48% respectively. they have the characteristics of classic growth and not productive in the outcareers in the balance sheets to fund them. still, they hate to take them away. so they will follow others blindly off the cliff. how about at&t? holy cow. no real revenue. possible tapering off the company's mondaster buyback. verizon and a real nasty lock of wire line growth as the culprit, of course, hmm, leads me to the question, did the small businesses of verizon's territory have a robust time with things? it's one, not two, one from citigroup and the others from morgan stanley downgraded the stock. think about it, when verizon presented that bang-up number,

facetious, in the meantime, the hosts aren't contradict anything new, so there's too much hope in amgen given it's almost 22% a year. it may not be done going down, which is causing some leming-like pin action, courtesy of the plaza lanes in mad sonl, new jersey in gillead, biogen and cell zbooen gene, how about the three musket tears, they're up 31 and 58% respectively. i understand if they have gotting a tad tooicerous. the growth is not expensive in outyears in krystal clear balance sheets. still the lemmings hate to see the profit taken away. so they will follow others blindly off the cliff. how about at&t, holy cow! no real revenue growth, tapering off of the monster buybacks. not enough new cellphone subscribers, when you consider the competition verizon and a real nasty wire line growth, for which a lack of small business is cited as the culprit, of course, hmm, leaves me to question did the small businesses of verizon territory simply have a more robust time of things? maybe the weather was better. so because of at&t's week, did they downgrade the stock? now, here's some real le

for more information, just go to amgen tour of california.com and click on volunteers. >>> 4:54. special gift for the young girl being shot by an arrow wop while on a field trip to usc berkeley. she just received a gift package from pop singer taylor swift. she was shot by an arrow to the lawrence hall of science in berkeley last week. her mom sent us these photos of her happy daughter yesterday. during the ride to the hospital, nadine says she kept her mind off the pain by singing taylor swift songs. no doubt she found out about that and autographed some special things for her. >> very kind thing to help ease the pain. >>> is it painful on the roads or still too early? >> it's still very quiet. not a lot of slowdowns outside. one accident to report. that accident comes to us right now on 580 at canal boulevard in the richmond area. and it's on the off-ramp at canal boulevard off-ramp there on the right-hand shoulder. car is broken down. but it's not causing any slowdowns on the roads. as you approach that scene, use caution and keep an eye out for the car there on the specific l

. >> amgen reported higher first-quarter profits when increased sales of the rheumatoid arthritis drug. share his been flat before the close and dropped as much as 5% in the after-hours trade as you see on that chart. >> but shares of yum brands surged in after hours trading by more than 5%. the company expected double digit profit growth in 2014. investors focused on the upbeat forecast instead of disappointing revenues because of troubleses in china, tainted poultry and now avian flew. it will open 700 locations in china this year. shares were down 2% ahead of the report at $64 a share. and a bounceback for coach. it reported a 6% gain in profits and increased a dividend. a footwear line after a poor holiday quarter. shares were up on the result and an increase gaining almost 10% today. metlife boosted its dividend by almost half to 25 1/2 cents a share and that's the first raise in six years and as a result shares jumped almost 5.5%. >>> days of powerful rainstorms have caused flooding to rivers big and small throughout the midwest, and now all that surging water is threatening the

. >> we have seen amgen and pfizer. very crowded here. >> they go flat when the market rallies and sells off. they take off. >> it's a key level. i have to say i agree with dan on this one. >> i can't remember who makes it. >> all right. on a serious note this is the most popular iphone in america. it is not just men driving up sales. women are being driven into it as well. it is a trend that cnbc's new documentary is following. >> we have them for sporting. we have them for hunting and we have them for just in case. >> i think there is a small bit of status for a gal that says she owns an ar 15. especially right now. >> when a girl can say oh i got my new baby today or i got my new rifle and the girls ooh and aah over it. >> the documentary, the rise of the ar-15 premiers tonight. we interview a victim, a survivor of the aurora, colorado shooting. we interview people who are far right second amendment voeks. let me give you a few stats. 800,000 ar-15s sold in america last year. there are about 4 million of them out the

and right now amgen can pay $10,000 to a senator and slip into a bill some entitlement.you know, our senators and congressmen are being paid off in order to sort of support a lot of these companies that should be more toughly regulated. >> host: how willing were j&j, johnson & johnson, and amgen to talk to yousome. >> guest: i called j&j probably ten times over the course of four years of reporting this, and i thought surely j&j, which is known for stepping up to the bat 20 years ago with the tylenol scare when it supposedly withdrew all the tylenol capsules from department stores, surely they would talk to me. but they did not. they refused to cooperate. i asked their attorneys, who i actually liked quite a bit in the hallways, if they would talk to me. and they never did come forward on the record. and that's when i realized how tough it is for whistleblowers to get any sort of response from these companies when they are trying to blow the whistle. and that's when i decided, okay, i'm going to tell the story from the eyes of two whistleblowers and from the patients who

meanwhile, we have to talk about amgen here. sales are plummeting.right. revenue came in light. one of the top selling drugs came at $1.4 billion. much below street expectations. this is a kick squn off off to earnings. so that is a concern on the street. but keep in mind historically we do see price increases at the beginning of the year so you do have pharmacies stock up on drugs. and historically speaking they're sometimes light. >> and when you look at the company historically this wasn't off the sales. this is just the opposite direction. it seems to be they're trying to control it with cost. the pipeline, by the way. >> strong pipeline. they have a couple of drugs in cholesterol as well as cancer that will get approval late this year. early next year. >> the question here as well is the large numbers, the biggest out there and so with growth here and it looks flat in terms of sales, are the large numbers hitting amgen? that's a big concern here. the stock has been on a tear in the wall. meantime, herb, you've been as always really actively twee

. >> tech out amgen. the bottom line, big sales on the osteoporosis drug. they're still expecting 17.8 billion. hit a 52-week high today, up some 30%. back to you. >> this is a stock that has been on a tear. it is just a buck off of its all time high. >> i think it made an all time high today. it's a name we've talked about before. and if you look at it, the same thing here. i think it's much bigger story. these bioteches are on fire. >> pair of airline stocks beating first quarter earnings, with delta saying it had its best first quarter in more than a decade. what do you see in the options? >> the options markets are reasonably optimistic for the airlines. let's take a look at a couple things, the consolidation has reduced the seat capacity. the issue here is that all these things look cheap on an earnings bas basis. you know, it should be trading at the low coe valuation ranges. >> i know we got to go. but before we went to break there was that commercial about you. >> were you scared? >> it was kind of creepy. >> it's all good. >> what are you going to

and in particular, biogen but also amgen and alon to a lesser extent. but biogen, that's that m.s.d the stock already turning over multiples of what a full session volume would be, option volume heavy as well. >> let's turn our attention back to the markets. mixed here in the u.s. dow trying to get back positive. also watching overseas where emerging markets have underperformed the u.s. this year. leading some to believe that a rebound is in fact in the cards. luis soares is head of e.m. equities for blackrock and joins us live from new york city. nice to see you. welcome to the show. >> glad to be here. >> what do you like in emerging markets and why do you think they've underperformed the way they have? >> well, in a world that has been on the defensive for the last five or so years, the flows have been going to u.s. treasuries. but i do think that basically in emerging markets, you have a strong consumer. if you look at gdp results from china last week, you saw that there was a lot of discussion the average investor has less than 5% allocation to emerging markets, which represen

roger pearl who had been at merck, but over the last 12 years has been at amgen. we will hear the company becoming more aggressive to expand their pipeline between now and the end of the year. that's with t one where the multiple has the most upsides. >> i totally agree on merck. we actually own that as well in our fund, so this new person, do you think they're going to do more m and a? more outright m and a, partnerships or both? do you think it's going to move the needle in the near term? >> i think it's difficult to move the needle in the near term given rnd is a lean business and may take 15 years to get a product out to market. merck has not been historically very, very aggressive in terms of m and a except in smaller, new technologies. my guess would be more collaborations like the one we saw announced this morning where pfizer and merck are partnering in diabetes. >> it's nice to have you on the show. thanks for coming on. >> barbara with us on the floor of the new york stock exchange. coming up, not too fast, stephanie. our traders are going to weigh in. s

some big names there, including johnson & johnson, amgen, clorox, and news corp. guys, back to you. >> josh, thank you very much. so, we mentioned stocks may be rallying, but gold getting hammered today. sharon epperson with more from the nymex on details of this soc gen report. >> well, you know, investors love stocks, they're not really into safe havens right now and we're seeing gold prices really tumbling result, down 25 bucks today. and keep in mind, it looks like the bears are firmly in control. several headwinds out there for gold. the fact that we're looking at low rates from the fed, the stocks rallying, dollar rallying, and then inflation was low as well. so a lot of funds just aren't interested in commodities overall and definitely not interested in gold right now. also, the etf action is significant. the fact that we're seeing outflows from the gold etfs is also contributing somewhat to the decline we're seeing in gold prices. and in fact, we've seen prices down about 40 bucks, in less than two weeks' time. back to you. >> all right, sharon, thanks so

>> we like health care, domesticicly, j&j, gilead, am n amgen. we like the emerging markets on an international basis. we think they're cheap and they're going to grow. >> all right. that's a good one. neil hennessey, you're up. what do you like? >> i think if you're going to go outside a u.s. market, it's definitely japan. japan has been changing since september of 2009 and it keeps getting better and better. the story gets better and better. and you've got to be in japan if you want to make money in asia or in the emerging markets. >> and you want to do that through just the exporters straightaway or an etf or what? >> we do through hennessey japan funds. >> of course. you hedge out the end in that hennessey fund? >> no, we don't. at some point in time, the time we get done, you figure out trying to hedge the yen in a dollar-denominated fund, you're just going to whipsaw yourself around. once the yen slows down or stabilizes, that's when you catch up. and if you think about it, you just go back to when the yen was at 76 to the dollar, it was th

the amgen tour of volunteer is looking for -- california is looking for volunteers.ers need help with the may 17th stage in san jose, may 18th to the mt. diablo summit and the race to san francisco. they need court marshals, traffic monitors, check-in clerks, media aassistants and hospitality work es. >>> bicyclists and community groups are upset by the lack of progress on bike-related projects. the san francisco municipal transportation agenen approved several projects last october but it looks like those won't be finished until the end of the year . >>> 8:10. coming up -- a body found in a church parking lot in concord. what investigators are saying about this grim discovery. >>> this is far from your house cat >>> fog the big story for some. not for all but if you are stuck in the fog, visibility can be lousy. mostly sunny. in fact, i think we'll have a mild to warm day inland. if that fog doesn't burn off, it looks like rain tomorrow. >>> police say a body found in a church parking lot is that of a missing man. it was found about 5:30 last night outside of the ch

the amgen tour of volunteer is looking for -- california is looking for volunteers.ed help with the may 17th stage in san jose, may 18th to the mt. diablo summit and the race to san francisco. they need court marshals, traffic monitors, check-in clerks, media aassistants and hospitality work es. >>> bicyclists and community groups are upset by the lack of progress on bike-related projects. the san francisco municipal transportation agency approved several projects last october but it looks like those won't be finished until the end of the year . >>> 8:10. coming up -- a body found in a church parking lot in concord. what investigators are saying about this grim discovery. >>> this is far from your house cat >>> fog the big story for some. not for all but if you are stuck in the fog, visibility can be lousy. mostly sunny. in fact, i think we'll have a mild to warm day inland. if that fog doesn't burn off, it looks like rain tomorrow. >>> police say a body found in a church parking lot is that of a missing man. it was found about 5:30 last night outside of the church o

. >> i'm still amazed by gilead having a market value roughly that of amgen. gilead is great at this point which is amazing. >> one of the things that's happened, carl which is amazing to watch and the stock goes up a lot and the stock goes up a lot and we're in a virtuous circle moment for a lot of companies that i'm sure the shorts were saying give me a break. these moves are alchemy, and you hear that a lot when you talk with people off the desk. that's alchemy, jim. you like that. no, i like to make money. >> with the dow up 117 now, let's get to bob pisani who is on the four. led downward by precious metals and materials and we open up 8 to 1 led up by precious metals and materials. i know, it makes everyone crazy, but the bottom line is that's what's going on. slow growth is everywhere. talk about china and you know it's a big story when they lauered the estimates and we are now 7%, growth. goldman cut estimates on south korea. more slowing growth. about half an hour ago, the imf cut u.s. growth and global forecast. rio tinto, cutting costs to align the

one-stop shop for all of these great companies that you keep reading about doing great things and amgens a remarkable company doing a remarkable thing, and i like life. i've had life on the show. they're fabulous. they do have the modern-day gene sequencing equipment that we ned if we ever go to the next level for companies trying to save people's lives. >> smaller and in terms of what it costs. in a doctor's office. right? >> they'll look at your dna when you're a baby and they'll see that you're susceptible to these illnesses and that's the holy grail. >> the big gainers, sprint is number one, life and thermo, citi, and the next biggest is netflix, jim. on the note from rich green feel, 250 price target. i think people are all kind of clustered around the idea, and i know we'll have rich on, closer to the idea that net flishgs is just becoming a household way to be able to crank into what everyone -- you go to a dinner party and it's downtown abby. where were you on sons of anarchy. how are you doing on "mad men." >> "house of cards." you have no way. netflix is the way. netflix is th