we played that sound bite what he thinks of the the iphone is indispensable and kraft hines, which he's the biggest shareholder in and how they think about american brands and how they're going to turn it around and what sort of deals they're going to make. what stood out to you in that conversation >> that was an interesting one, because i wondered if kraft-hines was in the market for campbells, if they'd be looking at it. and he said he didn't know exactly their tax pace and he didn't know the numbers. that said to me they had not been analyzing this as a possible purchase. he said these brands are phenomenal brands and are powerful, but he says you're paying more for these brands than you would necessarily ten years ago. that's why he made it pretty clear berkshire was a big hurdle that's not to say no one would, but that's his analytical mind and how he looks at it and analyzes things. >> becky, thanks very much i agree i thought his comments on brands burn that positive it was a good call >> he appreciates the nasdaq as he said the value in those brands but on deal making whether y

we talk about apple and tesla all week and pfizer was up 6% and kraft hines up 7% and coarse up 8% and a big week for apple hitting a trillion dollar market cap up 9%. we thought it would be a good time to play trade it or fade it >> i think we understand. >> if you tell us if your trading it, and fading it, aka, selling it >> and we play this gaumme a lo and in this case, fade it is the right thing. fade it doesn't mean necessarily short it, but you had this big run-up and you have insider selling here take some off the table and fade it >> look at that chart, though. for a chart that's done nothing for the last three years, the technical guy in me tell us me this chart is breaking out >> it very well could be, right? you've had this massive run up here, why wouldn't you take a little off the table if you're a technical guy, buy it off support >> i think health care has been defensive. so if the market is going to turn around and you're looking for yield and if yields don't rise as fast as we think they're going to i think they'll be in the space. i'll own pfizer forever and i'll cont

. >>> oprah winfrey is teaming up with kraft hines for cauliflower pizzas. each serving between 280 and 330 calories. the pizzas debut on store shelves today. >>> hia bicyclist riding with traffic on the bay bridge. a driver posted this video on twitter. ck's quickly going viral. f the bridge. it's very dangerous and very illegal to ride a bike on any freeway. >> not only are you a danger to yourself, you're a danger to other drivers as well. >>> we're getting closer, you guys. racing toward that saturday and sunday and we have nice temperatures coming our way this upcoming weekend. we'll get to that in a little bit but i do want to show you our high definition camera in oakland. while we have the fog in san francisco, all of this you're seeing from our oakland camera, this is all haze from the nearby fires. that's been just settling in across the bay area. we'll get a break from this tonight and tomorrow morning. the fog hat t we'll keep the haze here tomorrow. may need to limit your outdoor exposure if you suffer from any kind of respiratory problems. thur

a lot of people, a lot of investors in kraft hines were kind of sour on this, and i'm curious.s campbell really have a business that is going to be attractive as a long-term play? craig: another great question. the canned soup business has not been good. it was down another 14% in the most recent corner. consumers have turned away from that. it's considered too process. romaine: they sell more than soup. craig: goldfish is pretty good. salty snacks have been a standout at a time when a lot of packaged food companies are having a problem. schneid air, goldfish might be attractive. there are companies that look at that snack business and be attractive. the soup is a bit of a different story. vonnie: i want to ask you if there are any reactions from the activists that you know of that are involved, but before you let us know that, tell us, is cost cutting a target as well? activists always want margins fatter. why not just let them at it for a while and see if this produces some returns? craig: that's a great question. no comment yet. the activist not saying anything. they're goin

on store shelves today, her new frozen pizza line, she teamed u with kraft hines creating the oh, that'sof the crust made from cauliflower. each ser has between 280 and 300 calories and will sell for about 7 bucks aie. if you'r wondering why she's getting into the frozen pizza game, there is the whyot question, but also annual u.s. sales of frozen foods are a $53 billion industry. >> whoa. >> you know oprah wants a piece of that pie. i want a piece -- we need to come up with some frozen food. >> cauliflower's not going to do it for me. 280 calories on a pizza, how good can that be? >> for $53 billion, i'm going to try it. >> we were hoping to have some. it's not out yet. >>> national shortage of a life-saving allergy drug causes concern. ahead of 5:00, the steps the fda tising to ease parents' anxiety about access to these epipens. e >> just in t for back to school. new clothes for your kid delivered to your doorstep. >>> the temptation for students to use their cel phones at school, at least least one d.c. high school has been put to rest. wilson high school in northwest has implemented

stuart: kraft hines partnering with oprh winfrey for a line of frozen pizzas called, o, that's good.will appear in tv ads for that line. remember, please, she did very well for weight watchers, didn't she. >> >>> and now this, new york democrat socialist alexandra ocasio-cortez, she went back to visit a coffee shop where she used to work. when she got there, she found the place was actually closing down. [laughter] ashley, tell us why she goes back and they're closing down -- >> thank you to that federal minimum wage she's been pushing of $15 an hour. this story is absolutely dripping with irony it not? [laughter] she's complaining that the coffee shop closed down and, oh, by the way, the owner said not only am i battling high rents, but when i have 150 workers, if i'm paying them $15 an hour, that's it, it's the icing on the cake. i can't a afford to operate anymore. that's what they forget. i'm championing for the people, everyone should have a minimum wage of $15, that's fine, but look a what it does to small business, telling them how much legally they have to pay each worker. th