, i'm just throwing it out there. >> colgate. >> it could happen.thing could happen. all right, so that one made sense. this one made less sense. >> now the man from texas a&m, he's got a team in this tournament. >> an aggie. >> that is paul heggen joining us. and look at him wearing the swag. >> my god, paul. >> representing texas a&m. >> got the sneakers too. >> the maroon. >> i wonder who's going to be in the final four. >> no, i'm not that brave. in fact, i'm terrified like over other aggie in every other sport we're just always terrified of. went with the six seeds, texas tech and carolina, on the other side, everybody's got yukon. but baylor, coach drew, i went heavy on the big 12 in the finals with baylor beating texas tech. we'll see how it kind of plays out glichlt you get all those four, i think you'd be alone in terms of picks. >> might be. >> i think you could enter some kind of a pool and you would win it. >>> might go for it. >> coach is so nice no matter what. >> i've changed two of those. >> if that comes up like that, advertisers ar

>> colgate seems like it would be a really boring company.thpaste, pet food, how fast can that grow? but if you look at the financial model for the company, the return on invested capital is phenomenal. it is between 20% and 40% consistently which is very high, the top tier of s&p 500 companies for return on invested capital and they generally benefit from inflation. toothpaste and other consumer staples are one area where inflation helps them because they are able to pass along price increases to cover their increased cost much more so than a lot of other areas of the market. so you think of this as a slow-growing company but in fact, the cash generation capability as well as the pricing power really help a company like this. we think it is a really interesting investment at a fair multiple for the groove. >> to that point, that has actually been a benefit given that people have to buy those products, they are really detailed in that sense on the flipside as inflation comes down for certain categories, when does that start to bite at colgate

. >> not colgate. >> us, too. >> you can give us a -- you can give my dad all the free colgate samples, and he'd throw it in the crash cans. what the hell, mary jo? there are crest families, colgate families, the aqua whatever that was. >> aquafresh. >> that's for the rebel, man. >> the stripes. >> here, joe biden, he doesn't have to turn crest families into colgate families. he just needs the crest families to go back to the cabinets and open it up. young voters, hispanics, black voters. he needs to hold serve. >> right. >> it is easier to hold serve. this isn't a pep rally for democrats. this is just politics 101. that's what joe biden has to do. donald trump, he can do it. we have seen it before. he's got to break a lot of serves between now and november to win. >> i think that's absolutely right, joe. but i was listening to you, and i wanted to ask you this question because i think, you know, the analogy to '80 makes sense to me. but against the backdrop of the culture wars, against the backdrop of the deep divisions that go beyond politics as usual, i'm thinking about this sense t

. >> all-time high for colgate palmolive.ack to its first listing here in 1930. >> i'm glad it's finally participating. we were talking staples earlier. organic sales are performing above their target of 3% to5%. they're doing very well there. they're maintaining their margins and are very well-known brands. >> highest level for p&g, too. >> similar story to colgate, continue to maintain their margins as well. organic sales are up 4%. this one continues to move. >> steph, back to its ipo, cdw. >> and the turnaround hasn't even happened yet and that's the reason i actually own it. gross margins continue to expand. free cash flow is better than expected. this is a sleepy, quiet one. reminds me of ibm a couple years ago. i think this has more legs to go as we get the recovery in pcs. >> what's up with your home depot? six straight days of losses. >> at least it's up today. >> what's up with that? >> it was up 31% from the october lows. it's had a nice run. they reported a number i thought was better than feared. they still have

>> i hadn't, i had colgate going pretty far.eminds you of me, but darren knew something about oakland that we didn't. >> all right. whoa. i don't know anything about the oakland golden grizzlies, other than i just wanted the word oakland to get the win. >> not only in your final four but going all the way? >> i want oakland to get a win. that's all i had on this. >> this tiny commuter school outside of detroit, going all the way. >> they took the first step today. >> they did, they did. when oakland was one of the survivors, every year, something happens, the first or second round, upsets in this ncaa tournament. halfway home on the first round, and, this 14th seed shook up the tournament. and 13 1/2 point favorites to take out oakland university, the golden grizzlies, did not back down, and, at the five minute mark, they put this team up from detroit, they made 10 threes in the game. the cats fought back, and rob billingham, and kentucky within one. and the next possession. the grizzlies trying to hang on. and dq cole, onions,

the money is going to colgate. rang the bell.ican express, just incredible merck is too up. if you have colitis under control, heart disease under control, and you have cancer under control, i mean, what are we going to say? how can that stock be only where it is? in the meantime, i know i say apple, own it, don't trade it, but we had another downgrade today by another outfit, and apple seems like the pitiful, helpless child right now >> there's this digitimes piece suggesting that a foldable phone gets pushed to '27 is it the next titan >> i think that vision pro is going to be the shocker. people are going to be surprised. it's business-to-business. by the way, tim wentworth, we mentioned him, that stock is going higher when you write down everything that your predecessor did, and you have a clean slate, that's not negative that's positive. he made a great sale he's going to turn on the juice tonight. but apple, no. i mean, i know -- look, the long knives have been out for apple china's not good estee lauder is going into amazo

been 3 years of colgate, no show at all, and now 2024. the organize us expect around $200000.00 visitors. so i think you can tell it's going down. well, car sales continue or be a band in the long run. one thing seems clear, more and more companies are leaning towards live streams and dedicated launch is signaling a potential death. now for the traditional motor show the, the, the chinese, the, the brand for the charismatic c e o, that's manage to build a cult. following in china, a brand that's gone heavy and battery swapping, instead of the more traditional concept of charging and the brand that's been in europe since 2021 hoping to capture a slice of the market. and their hopes are now writing on this electric s. u v one is the e o 6, as you can see, more or less compact. s u, v. and as we all know, as movies always help comedy fixtures to raise the profit. so probably the 6 can do that with me, we will see welcome to the rest of the used cars tend to be positioned as premium offerings and customers do want a lot of bang for their subs

. >> now, the colgate raiders won't need any extra caffeine tomorrow morning for their first round playrning with baylor. if they need a jolt, they can tap into jeff's pregame playlist. >> i'm big into listening to classic rock. a little bit of metal in there too. just kind of get me going. >> what counts as classic rock? >> oh. >> because that means something different to everybody. >> oh jeeze, so the playlist that i listen to a lot it's a lot of -- classic rock was a general term. i appreciate the clarification. it's a lot more metal than it is classic rock. but i guess like there's a lot of metallica in there. oh jeeze, you're putting me on the spot here. i'm looking like a bad music listener. but yeah, no, it's not as much like journey or things like that, it's more kind of towards the metal side. there's some aerosmith in there, iron maid maden. >> head coach pat kelsey made a wage we are his team as they get ready to face alabama. >> i had a bet with our team at winthrop that if we made the tournament that year i would get a tattoo. and i ended up getting like my whole shoulder i

some stocks hitting all-time highs, royal caribbean, colgate-palmolive, allstate, ingersoll-rand andof energy names doing the same marathon petroleum, philips 66, valero, cons tlagsz and diamondback, which is on the 15-day winning streak tying the longest streak ever. we were just talking about these names. that's trading up to close to a prior all-time high and if technology ever gives it up in a meaningful way the money flows will be into the energy sector and morgan stanley, mike wilson made comments about the energy sector, as well. so underloved and reasonable valuations and great balance sheets and the commodity is working for you, too >> free cash flow and as you said, if you do see the rotation, you'll be looking for somewhere that gives you a level of safety, and i think you're going to traditionally think about utilities and i don't know if you want to deal with rates here and deal with health care and there have been winners and losers there, if you have the weight loss, and you've probably gotten your lunch and it's hard to squeeze out the performance there even with the

colgate's band couldn't make the matchup with baylor since they were playing at the hockey women's frozenignment. sticking with sports, our first low goes to the literal camera angle nearly missing the first pitch at the l.a. dodgers' preseason exhibition game in seoul. the shot focused more on the leg of south korean actress than her arm, which was the actual limb throwing out the first pitch. for whatever reason the dugout went viral for their reaction to the whole thing. the actress keeping her head high proving she really is in a league of her own. >>> our next high to the special guest who boarded a southwest airlines flight much to the delight of her fellow passengers greeted by, look at her, about to show you, 11-month-old ellie rose. there she is. look at that little sweet pea. she's already a seasoned flyer. she has 20 flights under her belt. this one extra special. this was the first with her dad flying the plane. first officer ben introducing precious cargo to the whole flight. >> the good news is 99% of the time she is very giggly. the bad news is 10% of the time she has serio

colgate, costco, marathon, black rock, champion morgan, this is oday. 52-week highs, all- time highs today. lilly, a oat smith. -- eaton, don't tell me industrials aren't a good place to be. the manufacturing data is still kind of swirling, and the stocks are going up. >> we have said this a whole lot. i think it's lame to blame your performance on the mac seven. there are tons of names that have gone up. that is an entirely different question. it's simply, can you forego is zero or be equal weight? or with the s&p, you're having an enhancement issue. there has been a lot of alpha generative's opportunities. look at all of the volatility in earnings. it seems like every day, sweet dreams at 20, there's plenty of stuff. i think that what people do not really get is that there is so much money being run quantitatively with three hour to two-day investment rises. when they purposely don't trade on earnings. it is that movement between earnings that is troubling people. wait a minute, it worked on earnings, the next seven days. or it kind of missed and let

. >> colgate versus chris, like getting his space out.sue. you talk to people and what they are so upset about is there taking $1 billion out of the new york city budget to take care of illegal immigrants and you have less teachers and less police officers. that hits you in the gut. the answer is the democrats have to be offensive. tom's quasi-basically did this. he was a democrat running against a very good candidate. he said look, the democrats are the ones who want to put this problem bed. the democrats have the toughest immigration bill in an generation and donald trump told the republicans don't vote for it. this is the issue that i believe is hitting people in the gut in addition to abortion. >> he also said blame me for killing the immigration bill. blame me for everything that happened. just like on abortion he said he was the one that terminated roe versus wade. >> those are the two benchmarks, abortion and immigration. i think those are the two guttural issues and you have to go offensive and say guess what, donald trump is the

oral b having a genius brush, i mean, i don't know i use this colgate brush it seems like it's genius to be what -- do you have any data if you have some data, maybe it shows, let's skew it this way. >> right, right. >> i don't think that there's a top, because i think that there's a lot of companies that really need help and they need -- they need to bring in a dell. they need to bring in -- they have to, like, medtronic is doing a lot of stuff in terms of really great medical equipment that works ge health care j&j. i mean, they're just doing -- it's better. it's a step better than what we have, because it's more predictive this toothbrush doesn't sound like it's more predictive. marc has oral b. >> you never know. it might catch the spot that you missed >> right, well, i mean, matthew mcconaughey, maybe that's it >> let's get the opening bell at the cnbc realtime exchange at the big board, it's a bond etf. at the nasdaq, it's clean energy company and uranium producer encore energy. energy, actually, jim, just behind info tech and comp services for the year. >> we all recognize a lo