justin stewart is my guest host. we are going to go help for leather. for leather.e market has shifted. are you a believer? justin: i think what you're going to see here, they're clever reacting to price. at the price goes up, will they increase production and take advantage of it? yes, they will. they went in on a big bet to make money on it. they are getting the game, they will be chasing it. as alex was saying, the agreement with opec has sustained. people are surprised by it. opec member, an but they went along with it last year. they are in a better position now. manus: they have an election coming up. the assumption is putin will win. the question is if they will recommit to that. if i flip it over and have a value, thisrelative is bp, their 52-week performance. talking about the far right-hand corner, you are looking at dividend yields. the average is 4.52%. shell is getting less, 5.85%. these are quite appealing. justin: they are very appealing. people are more conservative, not sure what is happening. you want to buy into a yield like that. that's not bad.

justin urquhart stewart, director of seven investment management, joins me now.ace but you are a familiarface but in unfamiliar attire. what has happened, just in? it is all right, just slight damage to the arm. i will be fine. he is going to the hospital later. you will tweet us, won't you? he is here in fine fettle as ever to talk about carillion. is carillion too big to fail? will the government bailout this company? what do you think will happen? look where it came from, it is a combination of other practices and businesses, all—round together. it is a combination of therefore contracts building stuff like hs2, the high—speed railway, but a lot of those operational infrastructure elements, so you almost have to divide it into. the government can't afford to let it fall, but they are not going to bail it out either —— in two. we will see it being split, and the difference between those contracts which can be taken out, which are operational, and those which are operational, and those which need to be supported. it is a bit like, effectively, it is not just the

producer justin stewart had his original doug e fresh album. s the truth when it comes to these albums. >> justin is for real. >> does this bring back memories. >>> of course. there's a guy who just opening up a store in harlem now he did this for me named dapper dan. >> really. >> world famous dapper dan. >> do you have that track suit. >> i don't have that. that would be good to be in museum. >> i still got the chain, th though. >> okay. i know you do. doug e fresh pleasure meeting you. >> s >> i'll get a hug when we get off camera and a picture too. >> is this a legend or what good do you keep your albums? do you have the albums? do you have like a collection of your own work. >> would keep them but the guys with me keep them. i got 2tj chill will they keep all the music i don't really keep too much of thing. i've kind of move in the moment of now. >> oh wow. >> okay. >> that's nice but we got something even better coming up. >> okay. that's right. >> good way to live. >> when it does come out you're coming back to tell us about it. >> of cou

justin timberlake, john stamos the king of throwing shade. melania's decision to bail on president trump. cannabis lotion was everything. where was beyonce spotted carrying cupcakes after a workout? and why is martha stewartlying all the way to norway? all the answers right now on "page six tv." [ applause ] >> welcome to "page six tv." i'm john fugelsang. here are today's top stories. stars like elton john, will i am and kate blanchett are in switzerland for a super exclusive celebrity event, the world economic forum in davos. always a celebrity hot spot. but severe weather could keep the prime minister of england from doing ski slope body shots with usher. i give you

rory stewart taken out of the comfort zone of africa to the ministry ofjustice, somebody who made his name as a governor of an iraqi province. and justineening, comprehensive educated yorkshire woman, given an offer yesterday that she couldn't take her mind off she goes. i've really been looking at what theresa may was trying to achieve in this troubled reshuffle. most prime ministers are reluctant butchers. margaret thatcher lamented how in her downing street years she had been obliged to learn the craft of carving the joint. so, just how skilled a butcher is theresa may? well, in this rather elongated reshuffle, she's been struggling with a pretty tough joint, and that's raising questions about her mastery of some pretty basic prime ministerial skills. if prime ministers red reshuffles so much, what exactly is theresa may seeking to achieve here? well, the answer lies in one date, june the 8th, the prime minister is seeking to respond to the tories‘ surprise electoral setback by shifting the dial in three ways. in the first place, she wants to restore her own political authority. then she wants to show a more diverse conservative part