joining us now is gina sanchez good morning, gina >> good morning. >> you and i chatted yesterday you said the sanctions are russia and impact on the commodity markets are the reason for the down turn in the market. that conflict not easing any time soon and sanctions with no clarity of when they will be lifted commodity anxiety. how long do you see that impacting the markets and is there any relief for that? >> i agree i think commodity anxiety is the root of most trepidation right now in the markets i think it could last for the nort rest of the year there are segments where the united states and opec can have an impact on oil and impact on various metals there are some metals we cannot impact where russia or ukraine are the number one or two producers in the world you look for palladium or platinum forecasts are above of what is priced into the futures markets which are already high that is really what is feeding a lot of this anxiety. you have two pieces. one is that high commodity prices could take a chunk out of demand and really put the skids on the recovery we have been having

looking at three names that are reporting in today's addition of three buys and a bail joining me is gina sanchezgreat to have you all right, let's just run through this y united health is your first buy. all-time high ahead of earnings next thursday. what do you like about it? >> this is a stock and a company that has been driving both top line and bottom line growth. and that is extremely important. they just had a setback because their acquisition of charge health care was blocked by the doj. however, they just announced a new acquisition, lhc group it would add to their home health offering. and everything this company has been doing is about growing like i said c that top and bottom line growth. >> and you like to lean in when they're at all-time highs? do you feel like it's already priced for perfection? >> well, you know, it's interesting you say that this company is trading at only a modest premium to the s&p 500 with regard to its pe. if you look at it from a valuation standpoint, it's not extremely overvalid. and we still we up side. and if we go to the negative scenario where we see a

on the menu three big movers let's bring in gina sanchez at ledo advisers.after a meeting with leadership it is very bullish and the company is set up to be an outperformer. on pace for the best day since december you say nike is a quality play and quality is king. >> absolutely. so nike is a stock that we own in our strategies. there's an few different reasons if you believe that inflation is going to eventually weigh on consumers based on the consumer sentiment that's not the case but if you do believe that then you want a brand to defend in a scarce demand environment and that's absolutely nike but on the flip side if you think that the recovery will continue, this is a company that has strong brand recognition, is set up for the reopening with its nike live in store strategy, and it's also pushing its gross margins by automation, by taking in localizing manufacturing, and also making their inventory more efficient. all of those things set up for a very strong play strong quality all the way around >> strong quality, nike is a pick ibm, gina. where are yo

joining us is gina sanchez, chief market strategist at lido advisers gina, what a week. buy here is apple tell me about it >> so, you know, apple is a tech company that has a whiff of value and our signals are telling us that value is back on the table. quite frankly, apple had a great quarter and even though, you know, they didn't do as well as were expected, the company -- and they had some warnings they had some real warnings about supply constraints, supply chain constraints, we still think they're a strong company going forward and you know, we like -- we continue to like apple in our portfolio. >> my guess is lots of people feel that way. that's a high-class problem to have amazon, a little different story. that's your next buy here. this one hasn't gone anywhere for the last couple of years now. why do you think it's a buy here >> amazon is having a really tough quarter because they put money into the infrastructure and investing into inventory management and right when costs were soaring and you got what was inevitable and the slowdown in the pandemic as the econ

. >>> and all april is financial literacy month here is gina sanchez and how sh learned about money.rew up poor in south texas. anytime we made a purchase, my mother would take out a napkin and do the budget to determine if we could make that purchase that is how i naturally began budgeting from the time i was 10 your doctor gives you a prescription. “let's get you on some antibiotics right away.” we could bring it right to your door. with 1 to 2 day delivery from your local cvs. or same day if you need it sooner. but aren't you glad you can also just swing by to pick it up, and get your questions answered? because peace of mind is something you just can't get in a cardboard box. that's how healthier happens together with cvs. with directv stream i can get live tv and on demand together: baseball, ghostbusters, baseball, ghostbusters, baseball... ♪ ♪ it's good to be back! that is one foul ball. let's do this! ♪ ♪ cross the stream! get your tv together with the best of live and on demand. directv stream. now get $30 off over 3 months. >>> given all the market action this year, we thou

. >> thank you very much we appreciate it gina sanchez >> once again, we have drained all three drinksdmiral spritz >> everything. >>> bitcoin's volatility dra dragging coinbase down 40% what does this mean for the future of competitors like blockchain.com the ceo of that one joins us next my name is ami and when i financed my car with carvana they had questions about my documents. but i was at work. in a mine. so carvana worked with my shift manager to get it all worked out. i was over the moon, even though i was underground. we'll drive you happy at carvana. what if you were a global energy company? with operations in scotland, technologists in india, and customers all on different systems. you need to pull it together. so you call in ibm and red hat to create an open hybrid cloud platform. now data is available anywhere, securely. and your digital transformation is helping find new ways to unlock energy around the world. i'm dan o'dowd and your digital and i approved this message. you are watching actual videos of the tesla full self driving technology as recorded by the drivers. fr