jeff kilburg with kilburg capital and he's our stock master for the week. he's going to be here showing us how he is playing the market. and let's start now, jeff, with pharma. notably pfizer is not on your buy list. it begins with watson pharmaceutical, why? >> it does, ty. if you look at that acquisition last week of $5 billion acquire of activist has made a game changing deal for them. they're going to be the third largest pharma in the world. secondly, the synergy's there now they'll open to a global market. that's the biggest difference in the generic market. you need to have the global platform for distribution. i like novo. seeing the insulin demand seems endless. the diabetes epidemic continues to grow as eastern countries adapt to western civilization and eating habits. finally, i like teva. they are the big dogs. number one in the pharmaceutical world. and they epitomize the saying of go big or go home. they have a global platform and continuing to acquire. i think all three have seen a nice buying opportunity here in the pharma, ty. >> number one

ma matt ches dlps lock joins us, and jeff kilburg.lined all of the earnings reports we have out next week, we also have economic data. which will be most important to the market? >> i'm going with the trend here. it's definitely been earnings. with all the focus on earnings next week, apple is a big one but we also have major dow other earnings coming forward here. my partner said, i think we're discounting what europe is. i think that's a major focus here. we've been able to discount it because the earnings have been so good. but if earnings start getting a little weak or the forecasts are weak, i would sense a bit of a selloff. >> all right. jeff, we've got the fed chief speaking. we've got a fed meeting and we have a news conference. handicap the week for me. >> well, sue, a lot to take in. to add onto what you said, we're seeing all the traders here emotions being very high as their staring down the barrel of operations expiration. next week we see the road in europe littered with potholes. we're going to see this french election

ben willis, jeff the killer kilburg. ben, i'm going to start with you.looming out there and that's dpoing to support stocks perhaps going into the next few weeks. do you agree? >> what a great tool for the tool box. for someone just to be able to say something and move a market and not have to put any money behind it, it's a benefit for the u.s. taxpayer, but the fact of the matter is the jawboning is a great tool for the fed. i think it did put a little bit of a bid below this market going into the end of the month. i don't know if that's going to hold after the first of may. you'll see a little more fund flows in the first day of the month. >> right. >> sell in may and go away, i think as you said earlier, probably comes into play. >> jeff, what does it do to yields? now that we have the fed statement out of the way, the fed news conference out of the way and we've seen yields move to the downside this week? >> you're going to see yields continue to go lower as the safe haven trade has become popular. specifically the german bund. as you stand we're se