joe: still with us, kelly flynn of -- kelly flynn and gina adams. ,hile we wait for alphabet obviously tech is just killing it again. is it just another area like everything else where it is kind of getting stretched? kelly: as a value manager, we are somewhat underexposed to tech, but we pick our spots here or there. comparative 1999. i don't think we are anywhere close to that personally. still, as value managers, we are quite disciplined on valuations. we own a handful of things that i think have strong secular growth characteristics. >> what about health care? do you still see value there? obviously a big selloff and a lot of healthcare services over the last couple of weeks. we haven't had exposure there. but i think a scenario where there is a strong potential for value to be created over the next couple of years. caroline: alphabet has just come out with its earnings. first quarter earnings-per-share, $9.50. paid clicks on google properties up quarter on quarter. they are coming down. we are seeing miss in terms of first quarter revenue. no wonder we are seeing the shares fall s

kelly. like jared kushner, sarah sanders listened in part to interviews. mueller also interviewed james comey, jeff sessions, former national security advisor mike flynn. a lot of names here. but former white house counsel don mcgahn might be the most potentially dangerous witness for the president. he reportedly met with mueller's team for over 30 hours of testimony and witnessed some of the events that led to concerns about possible obstruction including efforts to get rid of mueller and sessions and the comey and flynn firings. last year as mueller was in the middle of his inquiry mcgahn had this to say about his current job. >> i advise the president on a rage of issues from constitutional law, executive power, whether or not we can go to war, judicial selection, administrative law. >> and that involves you in just about everything? >> unfortunately, yes. >> and axios recently reported on what mcgahn had to say to about 40 senior republican senate aides earlier this month. quote, i spent the last couple of years getting yelled at, and you may soon read about some of the more spirited debates i had with the president. axios goes onto say mcgahn didn

flynn thing and he said no. and then rex tillerson had to say we can't do that because of the law. john kelly tried to be a gate-keeper with trump, trying to restrict his worse instinctsely in an interview said should be judged by what trump didn't do as opposed to what trump did do. don mcgahn and this is the most famous, white house counsel said i will not fire bob mueller, that donald trump wanted to do in the summer of 2017 for legal and political reasons. and then a few more. let's do these together. this is ty job and john dowd, the former white house legal team pre-rudy giuliani and they didn't want donald trump to attack robert mueller. well we know how that went. so that is thrown out the window. sessions refused to unrecuse himself and mcmaster clashed with trump repeatedly over style and he said that absolutely russia was to blame in the interference of the 2016 election and trump didn't like that. and last but certainly not least, gary cohn who opposed the tariffs that donald trump wanted to put on goods and was fired/resigned in protest shortly thereafter. all of the people, they

""kelly o'connell says that the passt asked advisors to messages to michael flynn and to encourage him to stay strong. page 382 under" the office of legal counsel's --lysis, congress can because those prohibitions raise no separation of powers questions. this one getting attention. politico," and when sessions returned to inform the president of the news of the special counsel, the president leaned back in his chair and said, oh my god this is terrible. this is the end of my presidency. you can read the rest. machin, "i have not had a chance to read and review, but one conclusion was made clear. russia has and will continue to interfere in our elections and we must work to safeguard our democratic institutions. mike tweeting "special counsel robert mueller's investigation included 500 search warrant -- warrants and 500 witnesses. no credible evidence supports charges of collusion or conspiracy, i am ready to move on from the drawnout attack." some of the reaction will be keeping an eye on. and then live coverage from jerry nadler. and, other live events as they are available. we will g