, barbara ryan advisers. time now for pops and drops. cable vision. >> they talk about merger in this world. that gets the stocks to the upside. time warner was involved in this and wonder link talks about a $25 potential takeout level. that pushed it up. >> dg. >> big app perform on a stock that had been stuck in the mud. this is a stock on valuation. you have to get excited by their ability to increase margins. i'm not. >> forget the net fliksz of radio. this is tv. >> they inked a new deal with 20th century fox. stock hasn't been able to get to $230. i think that is the level we need to watch for. >> doc, the xlu. >> moved up nicely like tim noted with the eem. it had a very similar -- in fact, you could overlay the two. almost the exact same bounce except this one got to about tim's level right around that 40 level in the case of the eem. this one got to that, pulled back about a percent today. give it another day and jump back in. >> a pop for female fliers. talk about being underweight in an effort to l

talked to barbara ryan yesterday and again today. no great surprises. all about managing their patent exploration cliffs for a lot of these companies. barclays, the second quarter results fell short of analyst estimates. the bank announced plans to raise about $9 billion from its shareholders. barclays under pressure from britain's regulators to boost its capital. and ubs posted second quarter results this morning in line with what it had preannounced. the swiss bank says it plans to buy back a fund that was set up during a financial crisis. the firm off loaded some high risk assets, like a good bank/bad bank thing. ubs says that exercising an option by the so-called stab fund, okay, will boost its capital position. more on barclays and ubs. and news on deutsche bank and bp from our colleagues that are in london in just a few minutes. the fund, in the scary movie series, what was called scream, was called stab. >> you're right. it was. it was. >> i think it was. >> the fake -- the movie of the -- >> the fake movie, yeah. scream was kind of a parody in a

one-second trade execution, .r >> american pfizer out with earnings, joining us with a review, barbara ryannsulting. your point is any given quarter for these guys is not nearly as important as what all these companies have had to do, that is navigate patent clips, specifically the two that come tomorrow? >> yes, interestingly, merck and pfizer had more challenges and were the two that did the biggest deechlts obviously that allowed them to really weather the storm and manage through the earnings clip. obviously, lipitor and skinkular have come down with assault of generic competition. but both companies have continued to deliver earnings at a fairly stable level. i think what is also important, that came from the synergy an savings from that consolidation. but the other piece is i think both companies have aggressively returned cash to shareholders, which also has helped their stocks. so these companies return probably 75% of their free cash flow to shareholders in purchase and dividends. pfizer has dramatically increased its payout ratio after it was forced to obviously cut the dividend a

our first johnson's baby is seth ryan mondragon born june 7th to jose and barbara in arkansas. say they are enjoying every minute with their new son. next up is the landon joseph montoya born on may 24th in chicago, illinois. he weighed 7 pounds, 8 ounces. his parents heather and sam say they'd tell expectant parents that patience is key when you get your newborn home from the hospital. >> no kidding. >> now to a little lady brook louise breitengross, born june 13th. her mom says that baby brooke has so much hair they could even see it on the ultrasound before she was born. >> that could be a problem later in life. >>> and our last johnson's baby of the week is owen max azad born may 21st in new york. his parents say they never really knew what love was until they met their son. >> that's so true. >> a big congratulations to all of our bodies. if you want a chance for your baby to appear on our johnson's baby of the week go to klgandhoda.com. >> look at your ice sculpture. >> he is going at it. >> thank you to all the college kids tweeting us. ashton tweets i'm a senior at ole

our first johnson's baby is seth ryan mondragon born june 7th to jose and barbara in arkansas.ld be a problem later in life. >>> and our last johnson's baby of the week is owen max azad born may 21st in new york. his parents say they never really knew what love was until they met their son. so a big congratulations to all of our babies. if you want a chance for your baby to appear on our johnson's baby of the week go to klgandhoda.com. >> thank you to all the college kids tweeting us. ashton tweets i'm a senior at ole miss and i loved watching klg and hoda since my freshman year to get my day off to a great start. >> i was just on their campus the other day. savannah tweeted, i can't go a day without watching kathie lee and hoda. happy summer from florida state university. >> doesn't it sound like we're bragging? >> yeah, i love it. >> amy tweeted, i go to the university of oklahoma and watch every day. louis lacari, la, la, la, la, la. >> peter, how is it going? >> it's going. it's very cool over here. >> you're rocking it. >> it's hot over here so great. >> sara made a beauti