had the defense contractor, lockheed martin all set and ready to roll. lockheed stock is all over the battlefield with their mobile artillery rocket systems. they're javelin missiles and they are patriot air defense systems all making an appearance. lockheed martin is going to be ramping production on f sixteens in greenville, south carolina to get to the place where we will be able to, to backfill pretty capably any countries that choose to do 3rd party transfers to help with the current conflict. us state department data says that weapons manufacturers made huge profits in 2022. the grain conflict was a huge game changer with a 49 percent boost in profits over 2021 and new contracts are currently in the pipeline now to oversee new arms deals. the house and senate armed services committee has appointed 8 commissioners to review biden's foreign policy. not surprisingly, they came straight from the defense contractors, me, i, in the in the, the pentagon can't even keep track of all the billions of dollars poured into it consistently failing multiple audits. the white house wants to kee

a big day for defense with rivals lockheed martin and raytheon both higher after results.ill be heed stopping estimates thanks in mart to record order volume and a big beneficiary of the $27 billion in military aid committed to ukraine but it also left sales guidance for this year unchanged, can they keep up momentum after shares surged 37% last year? let's welcome in lockheed martin chairman and ceo jim taiclet and our very own morgan brennan. morgan. >> jim, great to speak with you on the heels of earnings this morning. i do want to start with that sales guidance, the fact that you're expecting flat sales this year but a resumption to growth in 2024. what will fuel that growth as we look to next year given the fact that you do have an order backlog that has ballooned to $150 billion. >> sure, morgan, good afternoon. starting with the f-35 program that continues to ramp up, we expect to build between 147 to 153 aircraft this year, and in 2024 and then up to 156 in 2025 so we'll have production increases in 2024 and '5, and we'll also have opportunities to build up on the

big names like johnson & johnson, lockheed martin, and general electric out with results. would be a perfect time to play a little game of -- >> trade it or fade it >> that's right. trade it or fade it, america's favorite game. let's kick things off with johnson & johnson. courtney, do you trade it or fade it? >> i would trade this. it does continue to look attractive with some of the drugs in their pipeline right now and what's expected to come out next year. i think you are seeing their consumer health business, they are spinning off later i think that's going to see some strong growth moving forward >> steve grasso. >> i'd fade this one, and they do have other drugs in the pipeline, but they're going to be facing some generic competition, which is going to crimp profits. the vaccine business, which they've had problems with, is now an international story, not a domestic story and there's absolutely zero to be positive on the stock when you look at the technicals it's below all of its moving averages currently i don't see really anything to be optimistic about. i'd be a

stuart: see you there, lockheed martin is up $7, one. 5%. thank you, see you soon. back to the markets. i want to do this. tell me how people feel about inflation. what do they think will happen? i don't know if this is a valuable indicator, who cares what people think will happen in the future? what do they think? lauren: when we get university of michigan studies the fed looks at that. this is not university of michigan study but it does say these higher costs, americans think they are here to stay, that inflation is never coming down, 62% expect everyday costs will increase this year so here's the data refresher, the president is likely to tout this this afternoon. in december, inflation did fall by 0. one%. it is up 6. 5%. stuart: that is what you will hear about. lauren: the numbers are still big. stuart: you are looking at the movers, stock is from the past. >> memory devices it will make a data storage still popular. sherwin-williams, we start with seagate, it is number one in the s&p 500, i just checked, they have stronger revenue and raised forecast for the

my favorite is lockheed martin.y did the white male privilege training on the executives. why do you think lockheed martin is doing that? they want the liberals in washington off their backs because they are a defense consider that makes weapons of mass destruction. dan, sean was complaining about being solar because he's doing this bongino workout of lifting. dan: i sent him that. sean: i have been doing that. but i can barely walk. i do it, and i can't walk. dagen: i am not going to make fun of them for complaining. i have been told by my doctor that i need to start lifting. i already have horrible posture, and i don't need a do youager's hump. '. >> this is reverse hot takes. here is what i do. i do total body workouts three days a week. i sent the workout to sean. you have got to do everything. the key is you cannot skip the lower body. sean, did i thought tell you this. everybody go see your doctor. if you can, it will change your whole life. i'm 48. i was up in ian smith's gym in jeans and boots. i was dead li

>> caller: lockheed martin buy, sell -- >> lockheed martin people are worried about the republicans andkey role james tate is welcome on this show any day of the week including saturday and sunday. i'll come in what else do i have to do? let's go to michael in illinois. michael! >> caller: boo-yah, jimbo. >> what's happening? >> caller: how are you doing, kiddo? i have a two-part question with the rising sales of -- and cpg 10 a.t. what is your thought on dinahvax and would you have ryan spencer on your show? >> well, i don't know ryan spencer. i'm not that familiar with his work i know this is a very speculative stock and i think as long as you understand it's a speculative stock and you can lose some money in it it's fine by me. i need to go right now to craig in my home state of new jersey craig. >> caller: hi, jim just calling about an energy stock. p/e of 10. 9% dividend. it's a company that acquired mark west energy a while back. mplx >> why don't people call with this type of stock i like the company i like the cash flows i like the pipelines. i think you have a winner! i need to

but today after results from lockheed martin and raytheon lockheed, a beat on top and bottom lines backlog to $150 billion as top weapons maker logged the most orders ever at the company in a single year executives are reiterating 2023 guidance of flat revenue with a return to growth next year as supply chain issues continue to gradually improve. all that demand begins to translate into increased sales it's a similar dynamic at raytheon on the defense side raytheon reported mixed results, mixed guidance a big rebound afoot in the commercial aerospace businesses. that's something ceo greg hayes discussed with us last hour. >> if you think about the commercial aerospace markets, right, there are about 80% of what they were pre-pandemic. that is worldwide traffic. we see that recovery is going to continue throughout 2023 you know, our commercial after-market was up 25% last year, 15% in the fourth quarter. so, i don't know what weakness anybody is seeing, but it certainly looks like all -- everything is marching exactly as we had expected in terms of the recovery. >> raytheon had some company

right now lockheed martin is down 1.5%. kriti: the main story is the broad basket of inflation. it did start to decelerate but the sticky wage inflation is the main story. >> what the fed wants is lower wage growth. 70% to 80% of the costs of our production in the u.s. is related to jobs and wages. that's going up really fast, it can make it difficult for inflation to come down. this is the immaculate disinflation report. you are starting to get lower wage growth but low unemployment rate continued high growth in jobs. as i said before, this is never happened before. jon: just to recap, you have the u.s. labor market staying strong last month. the wage gains cooling reducing risks of a near-term recession. let's get perspective from mike mckee. is this the immaculate disinflation report? >> it appears that way and i have to congratulate you because the canadian employment report was very good. in the u.s. it was 200-3000 jobs created in december and it would have been higher if it weren't for the people in the university of california system out of work last month. we also saw t

the downgrades and i'm like did i not do enough research on this stock because i'm looking at lockheed martinn at 430 right now and double down and go more at 400 or do i go with lockheed >> great question. i happen to be a huge fan of lockheed martin and raythion but because they have fallen so much, i think it jumps that whole queue and becomes the one you should be buying so brittany, you're in great shape and i'd buy more tomorrow. thank you for the kind words it means a great deal to me as did the kind people that told me this weekend that they enjoy what we do on the show thank you. tonight's charters believe we're at a crossroads. if the s&p 500 can avoid a major decline this week he gets optimistic if not, more downside. very difficult crux moment. there is much more "mad money" ahead. after reporting a top and bottom line beat a couple weeks ago, i'm digging deep torer to see t quarter strength and it's been two years since the market with game stop and amc. what is the real take away about what happened? i have a very tough look at what happened and i'm going to give you my take. an

that they're out of lockdown on the defense side of the aerospace defense, very impressed with lockheed martin which is supposed to have a weakness due to congressional budget whoas but when everybody recognizes the need to rearm, please don't try to out smart yourself buy the stock of lockheed martin the ceo will do it for you we thought about buying it for the charitable trust but never pulled the trigger the numbers were stronger pause they found many more engineers including from the waste land that is enterprise software. they hear from commercial customers and the military you know the bull market is powerful because it can carry, heaven forbid the stock of general electric in bear mode for ages the cash flow was outstanding. once they spin off the power business that should happen next year, you'll see how strong the company is the ceo is moving to get this company where it is. time to buy, not sell. let's also remember the aerospace is the tale of another giant bull market, the airlines themselves we got terrific numbers from united and delta phenomenal that will be tested tomorrow whe

the ukraine war meant if higher sales for lockheed martin. billion worth of weapons to the ukraine, and a lot of that has gone to lockheed. stuart: o.k.. susan: are we going to finish that -- what is tacky e? stuart: i can't define tacky, just didn't like the way it looked. the quality of the clothing. it just -- susan: be specific. stuart: no, i can't. susan: are we talking about reebok? puma? if. stuart: not any specific brand. i just saw quality when i went to lululemon. susan: you tried on a few of these lycra leggings? stuart: the producers are screaming at me because we're dragging on about spandex. it might not rate. do you know what i mean? what's this? we've got the dow down 195 points. that's a half percentage point on the downside. do we have dow winners? yes, we do. there are some. verizon right up there, all those new subscribers. 7% gain, not bad. how about the s&p winners? lieu min technologies, i mys read that. at&t -- susan: that's a 13% rally in at&t? stuart: yes, it is. what did they do? what they do. crowdstrike, okay, tha

the show times, meanwhile, reports that f-16 fighter maker lockheed. martinincrease their output. what is further wondering western inhabitants are sure that there are those in the government who would very much like us to go to fight in ukraine, they would be very happy. and i don't glad to the word not only in europe but also on the other side of the atlantic according to a survey published by cnn almost half of the supporters of the republican party in the us believe that it is necessary to negotiate peace. even if ukraine loses part of its territory , donald trump calls for tanks to stop first, then there will be nuclear bombs. end this crazy war. now it is so simple, but at the same time, incredibly, difficult. too much has been invested by the west in ukraine to come to their senses and stop mikhail tinchenko. georgy alisashvili, grigory emelyanov yuri yarchenko. channel one in addition to weapons, another request from kiev, to which the eu countries responded in europe , is ready to help in the search for the capture and return of ukrainians to their h

lockheed martin getting a lift today after some well-received quarterly results. and john hyland was giving us the latest details with alphabet and the battle with the department of justice. the tech giant shares off about 1.2%. kriti: ultimately, the united states versus the google -- eight states are suing the tech giant, calling for the breakup of its advertising business for what they say is monopolization of the digital ad market. google has since responded and is saying they are doubling down on a suit brought by the texas attorney general a while back. mandeep singh is here to help us unpack the details. you are seeing shares fall but what could the impact really be here? mandy: -- >> the argument is google controls pre-much all of the ad tech market, whether it's the supply side and they -- and also the demand side because they aggregate the demand from different advertisers and make the market. clearly, the focus is on their ability to be market maker and be an ad exchange and that comes from their acquisition of double-click in 2008 and they have grown t

and there are no demonstrations to stop or the profits of raphael in general dynamics. boeing, lockheed martin, and northrop grumman. another difference between the 1st we should discuss the suppose isn't there justification, but what different today from the 19 say 50 years ago is that there is debate and discussion it so overwhelmingly on the side of state power and official doctrine. but it exists. you go back to the 19th sixty's, it barely even existed. there was no up in the case of the vietnam war, for example. there was essentially no opposition to it for a long time. finally, broker. and we should be, we should recognize that the civilizing effect of the activism, mostly young people in those years. and since has had an impact, there is no a range of debate discussion. oh, people like me of course, can't get into the mainstream media, but we never could. that was impossible. and now at least there's alternative wish for voices well, actually, or, well, actually you, your name has been mentioned in mainstream media and it's been defamed. and i don't know whether you want to take legal a

i really like lockheed martin. if you look the way it rallied last quarter after earnings.ink that provides a good opportunity for a buy. i also like lam research. i think the semiconductors got hit really well but lam looks like it is coming back. point out archer daniels and caterpillar as well. those are both strong but i think archer daniels midland come down providing a good bullish buying opportunity. charles: so interesting lockheed martin about two weeks ago, some firm went to sell rating on it, which is kind of weird considering all the geopolitical tensions out there. that is what i love. you want someone, a lot of folks, particularly the pros to have a opposite opinion. at some point if they're wrong they have to jumped on band wagon as well. at this point what the greatest risk at this point? >> charles, the greatest risk will be something completely out of left field. right now everybody is looking for recession, right? that cannot be the greatest risk. everyone is looking for it. it will not be a surprise. everybody knows what the fed is going to do. we've see

we had a couple of wonderful astronauts the ceo former ceo of lockheed martin or magazine chair and they came up with the same scenario that we did. they uncovered the problem with the program and gave us some options for how we could move forward when we made a decision to go for that wasn't popular and as i outlined in the book, i took a lot of the blame, but the truth is so many people really did agree that we were an impasse and something had to be done. so explain for what was constellation. i mean, what did it consist of and why was it so badly managed? i mean what was going on there? so constellation was a government owned and operated program along the lines of follow the head of nasa at the time called it apollo on steroids, and it was established to do all things. it was supposed to start with a capsule. aldo ryan which we still have and a rocket called ares one that would take astronauts to the space station. after the shuttle retired, of course, the space station wasn't going to be there anymore unless they got a lot more money, but it's longer-term goal was to build an even

. >> so i like defense names like raytheon and lockheed martin, right? aerospace and defense industry is also going to do well this year. i think there are real concerns out there, whether russia, ukraine, china, taiwan, the role that we'll end up having to play. i don't think there will be massive cuts in defense spending. i think they will continue to spend in defense. the defense stocks will benefit. so i like both of those names, raytheon and lockheed martin. and then back to the semis. i'm hold on nvidia. it is up 34% this year. there are another names in the group still lagging a little guilt. qualcomm and intel are two names i like. charles: kenny, appreciate it. talk to you again soon. >> all right. charles: my take on experts and egos. don't let it trip up your portfolio. we'll tell you about earning money in names. no one has greater knowledge than michelle schneider. she is here with her buy, sell and hold is list right after this. ♪. say goodbye to daily insulin injections with omnipod 5... a tubeless system that automatically adjusts insulin

contractors also saw their profit sore, and war proved to be a boom for the armed industry with lockheed martin saying a 47 percent increase in profits during the build up to the invasion, which continued throughout the occupation. 2 decades on an iraq remains in tatters with sectarian all militia running a mock and deep political instability. with a war blame for the rise of islamic state and other global g had his groups and calls for george w bush and tony blair to be tried as war criminals still unanswered. as they enjoy the patronage of the elite that they help profit from the war launched on a lie. just some of the stories from what was a decades long cough. it is remark in 20 years as a kick off of the u. s. invasion and occupation of iraq more details to come here on arte ah ah ah ah ah ah ah ah ah ah ah ah yeah, look at that when i said that the money with people with francisco, new york, 125. we received a difference with the tableau with the money, a feature that you took left a z, e v, who limited to 60 percent of them all my money at a studio that away studio. he used to publish it

contractors also saw their profit, saw, and war proved to be a boom for the armed industry with lockheed martin saying a 47 percent increase in profits during the build up to the invasion, which continued throughout the occupation. 2 decades long and iraq remains in tatters with sectarian all militia running a mock and deep political instability. with a war blank for the rise of islamic state and other global g. how these groups and calls for george w bush and tony blair to be tried as war criminals still unanswered as they enjoy the patronage of the elite that they help profit from the war? launched on a lie. steve sweeney bringing us just some of the stories from the decades long conflict. you can find more of those on our website, including former un weapons inspector, scott ritter chronicling his own attempts, chip, or event that we'll touch in many other aspects of that conflict towards the coming months and our special coverage on the 20th anniversary of one of america's longest, this is internet. mm hm. ah, senior kid i searching the 2nd with them, they made it to the set them on wonder

shin, to so much is said sometimes we must do the work in other one issue, the man who exon, who lockheed martin, cool. all those those institutions. do you think that these guys are e, for example of the prison will fiction would see that i will, i will stop the you investments in fossil fuel extraction to address is a great not to change the next day she would be in prison assassinated or in a month house, the they, they, they, they out of the, of the world. but in reality they are rude to them, chose by all those corporate machines that have been created. i can ask you here or something. i think that is very pertinent to this question because you've written a lot about the cult oh, i'm limited. individual isn't received any social, national, religious or ideological identity as an integral to itself. and i would add that it also sounds to people the, their rhetoric of freedom while enslaving them to all sorts of dependencies. now, carts times always bring people together. there is a tendency on the part by human humans to sort of seek safety in the community to come together when times a talk

contractors also sold their profit, saw, and war proved to be a boom for the arms industry with lockheed martin saying a 47 percent increase in profits during the build up to the invasion, which continued throughout the occupation, 2 decades long and iraq remains in tatters with sectarian all militia running a mock and deep political instability. with a war blame for the rise of islamic state and other global g had his groups and calls for george w bush and tony blair to be tried as war criminals still unanswered. as they enjoy the patronage of the elite that they help profit from the war launched on a lie. i said just a bit of a something there, some of the stories from what was a decades long conflict here in ocoee international mocking 20 years since the us invasion of iraq will have our specials coverage. continuing here on what was one of america's longest ever. ah ah, with l look forward to talking to you all that technology should work for people. a robot must obey the orders given by human beings except where such order that conflict with the 1st law show your identification. we should

and always profit, it just so happens that black growth has tens of billions invested in lockheed martin re ethan northrop grumman and other major us arms manufacturers. ukraine is the major market for that produce as russia has to respond to washington's deliveries more aggressively. you see where this is going right? black rock puts fortunes into companies that are literally used to add fuel to the war in ukraine, which only leads to more devastation and more for black rock to rebuild and ingenious plan devised in the highest ashlyn of power. see, black rocks managing director has been hired by the us treasury department, specifically to shape us economic policy on russia and ukraine. but rebuilding is just the very tip of this capitalist ice bag. the real profit lies in ukraine's soil. the country is a gold mine, or rather, a titanium mine, and ukraine happens to be quite rich in titanium, just like russia or china, washington's key rivals and potential enemies. altogether. ukraine sits proudly in 4th place globally in terms of total assets, the value of natural resources, including n

and as of this recording, while the of ukraine intensifies the stock prices of general dynamics lockheed martin. as you've mentioned, northrop grumman, raytheon. they recently hit their 5 year high. so as we talk about war, we also have several who benefits from war. can you help me unpack that a little bit? who's really benefited? is the old earth, latins silken coolly. bono, who benefits are going all the way back when you can name was just going the last century. world war one. the loans by j. p. morgan to the british for arms, for the british, it had to deal or even had lost the war to some extent. j. p. morgan would have gone bankrupt and wilson, i'm president and could not allow that to happen. that would have been a financial disaster, and that goes on from there on, in particular whoa, whoa, who benefited from vietnam going on as long as it did, or afghanistan. right now, the war that were supporting in yemen through arms to saudi arabia and the u. e. eyes keeping ej a truly genocidal war going on or enormous massacre. and i think with very little benefit except to the arms manufacturer

contractors also saw their profit, saw a war, proved to be a boom for the armed industry with lockheed martin saying a 47 percent increase in profits during the build up to the invasion, which continued throughout the occupation. 2 decades on an iraq remains in tatters with sectarian all militia running a mock and deep political instability, with the war blame for the rise of islamic state and other global g. how these groups and calls for george w bush and tony blair to be tried as war criminals still unanswered as they enjoy the patronage of the elite that they help profit from the war? launched on a lie. steve sweeney bringing us just some of the stories from the decades long conflict. you can find more of them on our website, including as well former un weapons inspector scott ritter chronicling is own attempts to prevent the war. we'll touch and many other aspects of. busy the conflict throughout the coming months in our special coverage of the 20th anniversary of one of america's longest wars. this is marty internet. ah ah, ah oh, this is far more a conflict over power and they do use i

contractors also saw their profit, saw and was proved to be a boom for the armed industry with lockheed martin thing a 47 percent increase in profits during the build up to the invasion, which continued throughout the occupation. 2 decades on an iraq remains in tatters with tech, tearing or militia running a mac and deep political instability with a war blamed for the rise of islamic state and other global g. how these groups.

at the same time, such military corporations as lockheed martin, boeing and general atomics, were among the major contributors to the think tank which published the report and attended meetings between military corporations, u. s. military top bras, the c s i s, executive director of well beyond war movement. david swanson said that the think tanks, universities are political campaigns in the us, often funded by weapons manufacturers. people have no clue what the reality is. so they'll look at that chart and not notice that, that there is anything dramatically wrong. and that is, of course, the point you can increase military spending. if you realize that you're already spending as much as the next 10 countries put together corruption profit, it is a big business. the wars are famously made to suit the weapons rather than the weapons manufactured for the wars anymore. and until, you know, you're not just think tanks, it's political campaigns, it's universities. it's everything in the united states bonded by the weapons dealers, so that it's normalized and accepted. you're not supposed t