marriott and how to pay your bills with mastercard and another that's so bad it's good we have carter worth and mike and a special appearance by nadine we are looking at two consumer facing names tonight carter worth is checking in on marriott how do the charts look we are obviously having some difficulty with carter's audio, so, mike, what do you see for marriott >> the first thing i would say is we know obviously the direction that carter was going to take with this. one of the things we have seen is good relative strength in marriott lately. anybody following the stock -- and we can probably pull up a chart right now, we will see that the stock has done quite well in recent weeks one of the reasons for this is that people are looking to the long end of the recovery from the pandemic we have seen a rev par improving in some markets, notably asia, although that's not true everywhere the multiple right now about 33 times forward earnings you might think that's relatively high, but here is an important point. the shares the company is expected to make in full year 2022 would be the highest eps in the

joining us as always is tony and mike carter will join us in moments let's get right to it.en a big week for the chinese internet etf you think it's worth a trade here, why? >> i think there's a couple of reasons. first of all, for many months we've been talking about when the opportunity to possibly dip your toe into chinese stocks might arrive obviously there's been a tremendous amount of pressure on the stocks most of it is political. we've had a lot of pressure from the chinese government on these names. what has happened as a result is that many of the constituent stocks of k web, some of the biggest chinese companies we can think of talking about ten cent and talkint talking baba are trading at tremendous discount to their peers in the united states this is rapidly growing so we would think it would be an attractive place to be earlier this week the stock was around 45 bucks a share. that's approximately where it was in its highs in 2015 we're talking about six years ago, and it's effectively been dead money so i think what we are now recognizing is that there might, i

in new york, for newsmax, i'm mike carter. >> newsmax directly taking on the longest ad libs liberalwork, fox news, this will certainly be fun to watch from the, sidelines that is our broadcast for this monday evening. as we start a new week with our thanks for being here with us, on behalf of all of our colleagues at the networks of nbc news, goodnight clearly the direction of the committee is to look at that premeditation to make sure that we identify. >> new details on what was happening inside the trump war room during the insurrection, and one new reporting and republican members have aoc and other members calling for explosion. >> today is the day american patriot start taking down names and kicking asked. >> then carole's journey to qanon. explosive new reporting on what facebook knew about how it

that's some good eating from here >> thank you, carter mike, what's the trade off it?lot of folks are aware, cyclical name we have good copper demand and pricing. i think we can look at the company. with cyclic cals, valuation looks cheapest at the top and most expensive at the bottom that's just the nature i think it is not poorly priced. going into earnings in an area somewhat volatile, options prices are not overwhelmingly expenses i was looking to december at a call spread. that call spread would cost a buck and change. i could buy it for about $2 and sell for about a buck. this call is slightly in the money. you want to think about what the decay is if the stock goes sideways because it has 64 cents of intrinsic value, this is 1% or so of the current stock price. that's the price you are paying to have option alt the fact you don't have to own it if it falls and you have some protection if it drops back down to the low 30s which is where it was trading not that long ago. >> tony, what do you think >> the fact it hasn't broken above the $39 resistance i think is te

marriott and how to pay your bills with mastercard and another that's so bad it's good we have carter worth and mikeumer facing names tonight

without a checkback and duration we think there's more downside >> all right so mike, what's the trade on bx based on carter's charting >> yeah, so blackstone obviously one of the most well-known private equity companies founded by steve schwartzman and pete peterson, obviously one of the most successful financial startups we've ever seen they've been operating very well, we've seen their fee related income grow consistently while a lot of financial companies have seen pressure on fees, on fee margins more specifically, you know, this is a company due to the nature of their alternative investing end, of course their diversification, that isn't seeing quite as much exposure to that that said, this is a company that has benefitted from the accessibility of cheap debt, the increase in asset prices generally. and most importantly, it has benefitted from basically an increase in its valuation multiple its historical valuation multiple is closer to 22 times earnings relative to the 27 it's trading at now that would put the stock right around $97 i think to play carter's technically bearish thesis right here, we cou

you could get asymmetric risk-option reward if it stays here, no harm, no foul >> carter, does your analysis back up mike'se they really on the cusp of great generation or something else two charts to look at. we have the etf. look how precisely it tracks the 150-day moving average it bounced two weeks ago came down, touched it and took off. the real issue is all about alpha, generating performance that beats performers. look at the second chart we know on the top financials are making new highs yet on the bottom the relative performance to the choices one could make, the market is what that is, is poor so the den ownward trend line hs been in effect for many years. i am notsure it is worth the hassle pick this bank or broker, but as a team in aggregate, i am not sure it is worth the exposure on financials >> tony, what's your take? >> i think in the current steepening rate curv efrp, i think it is a tail wind for financials and i think we could break out from the relative highs we are seeing now. the question is timing but with the interest rate environment we are in, i would favor here for it to be upsid

mike: all right. harold your thoughts. >> two winners one jimmy carter happy birthday. is he a winner. t super bowl snoop mike show and dr. dre. my loser is anyone who can't watch sunday night football and watch tom brady go back to england go bucs and go blue. sorry we had technical difficulty with jason. we will get him next time. when we come back, "notable quotables." ♪ . >> mike: well, it's friday and that means "notable quotables." >> we willave a reconciliation bill. that is for sure. >> she has moved from twisting arms to breaking them. i think she is on the edge now of kneecapping people. >> what are you talking about? >> the day is young. i will just keep saying that. that's the theme of the day. >> it's a great day for britney spears. and it's a great day for justice. >> you know me, i'm a bausch optimist. >> grab your wallet. what he is really talking about is raising your taxes. >> the dollar amount as the president has said is zero. >> nancy pelosi could get up there and say 2 plus 2 is. [coughing] >> there is always a chance here on capitol hill. [inaudible] on capitol hi

carter? the unemployment rate, which is thee stack part of the equation. remember what that was question mike it was 20% in 1980. paul walker had to induce a major recession to break inflation ofr expectations.ex this is the worst i've ever seei it. that's the one thing that i'll with larry summers on. it's harder than it looks and you don't know what you got until it's gone. presidents be wouldn't let any of this happen for all joe biden does with a stroke of a pen is undo everything. on the border, sean? i was part of working with the white house legal counsel. when we threaten mexico with tariffs, people's heads exploded. but we got them on that thread. 24 hours, 15,000 troops to the border. give us those agreements. doubled back to get the same thing. we stopped that border crisis in its tracks. 2 million illegal aliens coming across the border. simplyno going to put downward pressure on the people who can least afford it which are blue collar lower income americans. >> tucker: very informative and frightening. joining us >> sean: fox news contributor kayleigh mcenany, leo 2.0 terrell ter

carter. looking at all of this, i can say one thing. elections cannot come soon enough, and that's "the angle." joining me now is mikeeratory, president of hp k industries, made in the usa manufacturer based in upstate new york. thank you for joining us. now, you don't rely on imported products. how did that prepare you for the past 18 months better than most? >> well, laura, my business was started in 1985 by my father anthony. i joined in '86 and ever since the mid-'80s, we had a domestic supply chain, so we always purchased all of our raw materials and any essential components from companies located in the united states. >> laura: so you didn't have to go to -- you didn't have to go hat in hand to china or india or the philippines in a pandemic to get essential items for your business. what is your business? >> my business is manufacturing ppe >> laura: okay, so you are the only one up and running when the pandemic hit essentially. >> in the united states, it was the only company that actually manufactured all my products in the united states. of i would say over 90% of the ppe comes from china and other asian cou