with facebook, meda, amazon, netflix google now, all variations of the same thing. that is false diversification. no matter how much i might like ale mail stocks -- oil stocks at any moment. i don't know what -- use halliburton. two high-yielding. i always say no to a portfolio of change even as i like all four companies. they leave you way too exposed to a healthcare risk that can overwhelm the group all at once. having an undiversified portfolio is an amateur mistake, though. if you concentrate all your bets in one sector and that sector takes off, you pretty much beat everybody then who is in a diversified fund. this is why kathy what could be the best money manager in 2020, far from the best in 2021 and the worst in 2022. they went almost all in on high risk growth stocks. that's not diversified and those stocks tend to trade as a group but that one huge year in 2020 made her a household name and wants your household name, you feel like you've got it made in this business. she's great at picking high risk stocks. i just want you to be aware that when you go all

started, there were no iphones, there was no youtube, there was no uber, no twitter, no wi-fi, no netflix, no googleand askjeeves and that was it. i've been through two wars worldwide pandemic, four presidents, one insurrection at least three different countries. this is i don't know how long our show's been around. we still have this is real blockbuster card, the show that's how long if you told me we were going to last longer than blockbuster, i would have sooner believed i would be working at blockbuster in 20 years. very few people expected us to make it this far, but we did for two reasons. number one, i made a great deal with the devil. just my soul is going to roast. number two, we have and have had so many great people starting with our executive producers, diamond. let me take a beat. >> you had to put this right here, huh? >> diamond daniel kellison. jason, baby, grab shrift. lord duncan gray is here. broadway jill lederman. >> david craig. >> doug the thumb. deluca has covid. he cannot come. judge judy. aaron irwin. jen sharon, who's strong like the rock. molly mcnearney, who's my wife. h

model t is not not as good as the average toyota, the radio and the silent movies versus tv, google, netflix. but imagine the isolation and drudgery of life. them the fetching water in the cold, the washing, all your stuff. my hands, innovation is in finance. consumer credit was invented. 75% of new vehicles were financed in 1926, and that spread to household appliances that helped people to be able to afford wonderful new things. the shopping experience it used to have to go the general store and negotiate literally over the price of your bread, which was behind an outlet fixed chain stores a sears moved from catalog to store. and of course you could go to the store in your car now on national chains. there were 7500 outlets in 1920 3000. in 1930, 15,000 of those by a&p alone was the wal-mart and amazon of its day. but think about that change experience from the horse down to the general store to being able to drive to the sears and get what you the numbers are good numbers we talked about them the average earnings rose 30% in a decade. gdp rose. but that hides the dramatic transformation.

you can even run apps like google maps, netflix and youtube.if you know how to enable them the form factor. let you quickly snap selfies using the outside screen and the best cameras on the device. profit open to take hands, free photos and videos. a feature called dual preview turns both screens into the same view finder. so your friend can see exactly the angle you're getting when you take their picture. you can also easily watch videos without a stand. samsung says the hand is more durable than ever. and although it's fully water resistant, the phone isn't rated for dust resistance at $1000, the samsung z flip 5 is still more expensive than standard phones with better cameras, but discounts and trade ins can bring that price down. >> this phone is for someone who want something unique yet fun and functional. >> samsung says the z flip 5 should last for at least 200,000 fold. but just to make buyers feel more confident. they're offering one free screen protector replacement, and one discounted screen repair. if you want more information on th

you can even run apps like google maps, netflix and youtube.if you know how to enable them the form factor. let you quickly snap selfies using the outside screen and the best cameras on the device. prop it open to take hands free photos and videos. a feature called dual preview turns both screens into the same view finder. so your friend can see exactly the angle you're getting when you take their picture. you can also easily watch videos without a stand. samsung says the hand is more durable than ever. and although it's fully water resistant, the phone isn't rated for dust resistance. at $1000, the samsung z flip 5 is still more expensive than standard phones with better cameras, but discounts and trade ins can bring that price down. >> this phone is for someone who want something unique yet fun and functional. >> samsung says the z flip 5 should last for at least 200,000 fold. but just to make buyers feel more confident. they're offering one free screen protector replacement, and one discounted screen repair. if you want more information on t

my old ak roh film for facebook now meta platforms, google and alphabet. when netflixatches a cold, the other three stocks sneeze, even if the streaming business of netflix has nothing to do whatsoever watt business of meta. strange. a lot of times you get situations where the sellers throw the baby out with the bathwater. if the worst company in the industry reports bad numbers the whole group tends to go down. even if everyone else is doing well. these are opportunities. we saw them with the cybersecurity stocks in april 2023. one of the worst operators in the industry a company called tennebul, reported bad numbers. the whole group sold off. turned out to be a great buying opportunity. one of the greatest opportunities ever to buy the stock of palo alto networks, pp panw. sometimes a can p will report no good quarters and suddenly a money manager will go hold it just a second things are really going well there, so the next time time the business reports a strong number the stock soars. in most cases you need to be patient because the market didn't get -- i keep sayi

we had a pop in netflix, a pop in boeing, in union pacific, caterpillar. but no follow through. googlemicrosoft. those two didn't weigh more than the other five i mentioned and then some in the s&p 500 we're churning basically markets a better sell than a buy here, and i would resist the temptation to step in thinking that the selling is over in a microsoft or an apple. i think the more nuanced thing is to figure out should you grab the money in amazon or pop or sell calls because we have very little fuel left. >> what do you think is the downside to apple at this point, carter what's the next level? >> remember, that's the irony of the whole thing -- apple's relative performance to its sector peaked at the end of q3 last year. so despite this incredible run from its october lows, it actually is still underperforming on a nine month basis. i think it's got more downside, but there's nothing i know as a matter of technique to step in on a one droay dp and buy it there's no technique it's just guessing. >>> up next, your tweets and the final call you ok, man? the internet is telling me a

we're not getting the kind of follow-through from the ones that have popped google popped, didn't follow through. meta popped. netflix popped but the ones that have done the sort of the unhappy drop that's microsoft, apple, they've followed through the downside. and so, the nasdaq 100 now down more than 5%, one would have to assume that it's not going to stop here. >> all right, so, more downside ahead for the nasdaq, according to carter. >>> let's get to disney. subscriber losses, restructuring costs continue to weigh on the entertainment giant, but the company is raising prices for ad-free disney+. julia boorstin has been listening in on the call what's the latest? >> reporter: well, as you mentioned, melissa, disney has adjusted earnings were a big beat, as the company has made progress with cost-cutting this is something that bob iger has been stressing on the call, saying that disney is on tract to exceed its initial goal of $5.5 billion in savings and improved direct to consumer operating income by $1 billion over three quarters. this particular quarter, streaming losses were far less than anticipated on the ca

google advertising. it seems to be a common experience which is why i haven'tjust investigated netflix, i investigated theo much about us. you have been speaking to other people as well? t been speaking to other people as well? , ,., ~' been speaking to other people as well? , ,., 4' ., been speaking to other people as well? , ,., ~ ., ., been speaking to other people as well? , ., ., , .,, well? i spoke to a few people in uranda well? i spoke to a few people in uganda because _ well? i spoke to a few people in uganda because there - well? i spoke to a few people in uganda because there is - well? i spoke to a few people in uganda because there is a - well? i spoke to a few people in l uganda because there is a recent well? i spoke to a few people in - uganda because there is a recent law that has been passed, and anti—homosexuality act and there were some people who tick—tock recommendations had led to them being outed to their family. 0ther being outed to their family. other people who hadn't been outed but were nervous about it and i spoke to people in turkey who were worried about to the government ge

had stories of facebook advertising, google advertising, it seems to be quite a common experience which is another reason why i wanted to just investigating netflixn people. they know so much about us. you've been talking to other people. i spoke to a few people in uganda specifically because there's been a recent law passed an anti—homosexuality act and there were some people whose tiktok recommendations had led to them being outed by theirfamily, to theirfamily. other people being outed by theirfamily, to their family. other people who haven't been outed but were nervous about it and i also spoke to people in turkey who were concerned the government getting hold of that. we were concerned the government getting hold of that.— were concerned the government getting hold of that. we don't have evidence that's _ getting hold of that. we don't have evidence that's happening - getting hold of that. we don't have evidence that's happening but - getting hold of that. we don't have evidence that's happening but theyj evidence that's happening but they are concerned about it. what evidence that's happening but they are concerned about it.— are concerned

creating big time sales are netflix posting open for manager from 300,000 to 900,000 dollars a year including base salary and buttonises, other companies for a.i. amazon, google is here to stay. and pays apparently. >>. jessica: all good stuff people expertise a budget industry to yint graduate for efficiency, convenience there will be some jobs limited by a.i. i think vast majority people's jobs get better easier, this is a tool, this is just the beginning of the good news. cheryl: the comment was made, on your program, 5:00 a.m., that everyone worried travel agent jobs disappearing because expedia was created, travel companies. that didn't happen just the world shifted, some jobs were lost others created. >> i am not disagreeing with you on underlying premise there are components of ai that could be good, and i think, yes, jobs may change. they may conform to a different kind of world but there still will be jobs people employed you understand my concern robots going to murder me in sleep. i kind of joke about that that is a concern from economic perspective talked off air potential with medical breakthroughs i think positive if i could read one line time f

the club they're joining amazon and google youtube which had been aggressively bidding for sports rights for a couple years. the one company not in there is netflixg to hit this by shows like quarterback, trying to survive, like the 30 for 30 shows that's espn, but that kind of show rather than live sports. but yeah, given the writers strike, which is a real issue for all streaming companies, maybe there's a small relative advantage for netflix, but it's just small overall, it's a negative development they can't get this resolved it makes people with live sports more attractive to audiences through the balance of the year when there's going to be a deficit of new content launched. there's a real issue here. >> steve kovac, this is an interesting feather in apple's cap given the strategy for them has been spend less on a curated set of things. they were doing that before it became popular to just spent less >> they're trying to be what hbo used to be back in the day, high quality oscar bait, emmy bait content. when i think of sports, i also think of vision pro, now that's further out, of course, before this becomes a thing, but when i got a demo a

neighborhood, including google, google maps and also apple's built-in weather live from the nasdaq market site. i'm jane king. ok, wait one more thing about the netflixhat still do the male think did they get to keep them since they're folding the whole this is oh, yeah. that's what it sounded like. know what to get. you know, they're stopping the service there like we might as well give these people. they've been with the family since the early days they got to get that's right, ok, thank you, jen. >> pretty cool are 7.19, on the clock and on the peninsula. people are being warned about a large cap that was spotted wandering san mateo, santa to a neighborhood. there it is. this was first reported as a mountain lion, but experts took a closer look. and i think man with a short tail small have maybe it's more like a bobcat. anyway. it was spotted sunday night in someone's backyard on king ridge drive. and then a short time later spotted again in a parking lot in about the same area. neighbors we spoke with say they aren't surprised, but they are keeping an eye out. >> it's not a big deal is just part of nature for me. and then since i've lived we see

netflix. they went down on earnings you look at apple. unless something changes, they're going to be down on earnings but a they weren't that great. but you look at googleported. so, this whole magnificent seven trade by the qs as you put it, yeah, i think that's gone, especially with where we are on ten-year treasury yield and the fact that not every company is nvidia and you know, fort net, which you mentioned earlier, security. absolutely what could possibly go wrong a.i. is driving so many security threats, companies are going to have to spend more guess what in a year of efficiency, if you're spending more on nvidia chips, you're taking it out of other portions of your budget. and that's what you're seeing. and it's not just fort net you've seen that with the networking companies, juniper, nokia, you've seen it with accenture as well. all these companies may say a.i. 50 times on their earnings releasts but it doesn't mean there isn't bifurcation among the sector >> i want to thank you for your perspective this morning fascinating stuff. thanks becky? >>> all right, let's take a final check on the markets here we are, end of the week, and what has b