>> gilead, first of all, their last quarter was a really sol it quarter.to oncology is part of story that makes this really exciting they announced the immunogen deal a couple months ago stock rated up to the levels around 85, 86, which makes the call level to june, which is, do you want to pay a premium to own the stock here i think the stock looks like it could correct. woo event got earnings coming april 26th i'd probably be waiting on that. but i like the company. >> one more quickie -- what are your thoughts on halliburton premise is they'll be announcing earnings in lit april, and there could be some upside mike, quick thought? >> pull you back to an attractive level saying we like oil, so i like those. >> time now for the final calls. carter, you get to lead the way, sir. >> you bet as the expression goes, you ain't seen nothing yet >> tim,u next. >> qs and qs but as long as the qq,s are outperforming the spies this market is going to continue the creep higher watch the dollar that's your barometer. >> mike, you get the final call tonight. >> yeah,

he likes gilead sciences and metlife. gill with idea, what do they -- gilead, what do they pay?eloton and crypto crashing really makes you appreciate dividend growth. stuart: it does. make your pitch. [laughter] >> gilead is paying 3.75%. more importantly, they've grown the dividend 7% per year for five years, and they're now way past that covid treatment drug they had. they have a very diversified portfolio of wonderful treatments, especially in oncology they're doing very well. stuart: okay. metlife, what do they pay in. >> they pay % -- 3%, they've grown it 10% per year for a decade. and and metlife, i think, ultimately benefits from higher interest rates. it's a life insurance company, they've done a very good job managing. stuart: i'm worried about the safe i the of the dividends going forward. >> you should. stuart: gilead and metlife, you're safe with those dividends. >> less than half of their cash flow is used for the dividend. they have more than double cover coverage to protect that dividend. stuart: okay. we've within in business for all of six minutes, and we're on

it was largely funded by bio tech giant gilead sciences and operated by san francisco community healthter to help create a safer space, everyone on staff identifies as trans or non-gender conforming. >> it's been our intention for years to have all of these under one roof. >> reporter: the new facility plans to serve 800 patients each year. >> and a drag performance opened in the san jose city council meeting today. a local drag queen was invited to perform by a council member, performed the broadway song "i am what i am." he spoke with the council about fighting anti-trans legislation. >> we need to let the world know that anti-trans and anti-trans legislation movements are not only harmful but harmful to so many. when you live in a world you cannot express your true self, you become a prisoner. >> they're tracking more than 400 anti-lgbtq bills moving through state legislatures, including bills restricting who can attend drag shows. >> and legendary south bay band is using their next bay area show to raise money for local farmw farmworkers. they'll be at sfc on april 1st. they'll pro

we're not talking about gilead and engine we're talk at small startup vc, and this is the same trains been having a decent rally back some of this is a lot of high multiple names have had a great run. if you think about it, funding is just not there for companies that money at one point was free we all know that story changed dramatically, but the story has changed again. >> if you're a public company and you'll probably get paid back, it's a matter of time. if you're a startup, a smaller company that relies on the funding and you don't have to it meet payroll or whatever your costs are, then you've got a problem. >> but a lot of those companies in the xbi, different to me than the ibb, don't make money. spec health care, public companies, they're there to burn cash, go out and fund the next big thing. >> it's time for the final trades >> come on >> that's fast. >> time flies when you're having one. jeff >> jeff? >> obviously a lot of damage here macy's is one of those casualties it's down back below support i think there's quite a bit more downside. >> steve >> j.p. morgan was okay

í gilead.ust added it this week. >> "the exchange" begins right ♪ ♪ >> thank you,i] melissa.çó hi, everybody. i'm kelly evans. we'll continue to follow shares of deutsche bank, droppingñr as much as2½%.fáfá all that after the collapse ofi credit suisse and another round of fed rate hikes. look at the markets, shrugging it out. the dow up 20, the s&p up 1. onrto weekly ñéains. and the dÑÑprj trying to snap a two-week losing streak. the s&p and nasdaq going for a third positive weekçó in four. you myg crisis? but perhaps their outperformance is reflective of yields. that's the case for the ten year and two year. look at the levels for the ten-year. 3.37. the carryw3 regional bank fáetf higher, as well. first republic is down by 1%, an area to keep an eye on.fá st. louis fede1e1 chair james bullard said the contaugion ris is çóoverdone. and janet yellen is calling aok meeting with the oversight coun financial conditions clearly tightening in response to all of this, no mat=ñwhat happens to the ban

í gilead.> thank you,i] melissa.çó hi, everybody. i'm kelly evans. we'll continue to follow shares of deutsche bank, droppingñr as much as2½%.fáfá all that after the collapse ofi credit suisse and another round of fed rate hikes. look at the markets, shrugging it out. the dow up 20, the s&p up 1. onrto weekly ñéains. and the d

component, some staple components, names that we've had added this week alone, american express, gilead sciences but i think you have to be cautious look, there is nothing wrong if you're a longer-term investor with adding a little bit of fixed income into that portfolio. the one-year and seven-year part of the curve are the cheapest right now, so go in and add a little bit, generate a 4.5%, 5% yield and collect that for a year nothing wrong with doing that. i think you have to remain cautious because the fed in our opinion is not near being done, neither is the ecb so, i think you have a long road ahead of you of volatility, and i think also let's look at this, scott, that the economy is different than it was back in '08 or '09 the economy is not as sensitive to higher rates. so the fact that the fed is trying to squash demand and stop inflation by raising rates is different when now you have only 10% of mortgages that are variable rates versus 40%. and you have people spending on services services are not as subjective to higher rates as goods-producing items. they already bought all

living in, what's basically gilead. this is a brave an important thing.but i think his courage, and the courage from all those there should get everyone some faith in america. and he's my mvp. >> do you think we're gonna get those answers? >> we're gonna try. i am going to try, i hope you'll all try. >> what do you think of all of this hold up is? >> guilt. i don't know. but afghanistan has become forgotten. no one wants to talk about it, no one wants accountability. women can't go to school, our friends and allies have been left to die. and veterans are facing this war with injury. i call this america's great betrayal of afghanistan. it's continued to be compounded every day we do not address it. david? >> my mvp is also there. it's the j. powell. the chair fed. >> with all people? there is not that many people out there. but jake powell, he is our mvp? >> he's doing as much as he can. that's evidence this week. as far as the senate, and the house. he's trying to get us out of this mess. it's not the enviable job. he's the mvp for thankless -ness. >> he

coming up today on live in the bay, we're getting a look at gilead partnership with east oakland youthelopment center. learn more about the resources they're offering our communities. it's your creative juices flowing as we meet the artist and creator behind the fluid, our experience flow. >> plus, she started off making lip gloss on social media as a teen and now she's turned those creations into a business. hear how you can get your hands on key keys. cosmetics. and as always, we want to hear what you have to say about our question of the day. so go ahead and scan that qr code in honor of take a walk in the park day. we want to know what's your favorite park in the bay area. let us know. now your answer could be read live on the show at 01:00pm, daria. all right. thanks. olivia will see link. you have a good morning. >> all right. one fun story here as we go. if you've ever wanted to restart relic in your front yard, now's your chance 67 million dollars is with this. t rex skeleton is going to be auctioned how big is it is in your front yard put it? well, i mean, it depends on how bi

think that is one reason why it held mis multiple it is not in the same ballpark of pfizer, amgen and gileada and is it does have a broad based revenue stream aside from the obesity drugs. in the meantime the drugs are getting bigger and bigger as a percentage of revenue so they are in a position where they could likely win either way. so i would agree with that perspective, just given the total totality of their business run. >> jared, it is interesting, obesity is one thing and there are different levels to this as well. what if the insurance companies magically say this game is over and we're not doing it any more. does that punch a whole in this whole thesis >> it is not going to help at all. that is the one negative commentary surrounding the space. once the revenue numbers get much higher and much more meaningful, it is obvious that it is a target for insurance companies to say, wait a minute. we need to be much more selective about who gets these drugs. but on the other hand, when we're seeing so far, there is some off label use, but a lot of private pay. a lot of people who have mone