netflix was making headlines how are the numbers looking. and there certainly one area where the u.s. is world class social media internet streaming services like netflix netflix in the past water added eight point three million new subscribers that is a record growth for a month and the stock of netflix was on fire it gained about ten percent in value meaning the overall value of netflix now surpassed the one hundred billion dollar mark eighty percent gain of the stock in the past fifty two weeks so that means a new record sold pretty strong numbers that result from metrics besides all the competition from amazon apple you tube and the likes of call to new york thank you very much for the analysis. and other corporate news austria's niki airline which was a subsidiary of now bankrupt german carrier air berlin has been sold to them and that founded it and gave it its name nicky lauder he bought back the airline and it's considered a risky. has his airline back the formula one legend with a passion for heavy ation founded on holiday carrier nikki back in two thousand and three seven years later he sold it to air berlin but when the airline went bankrupt the tri

netflix, i kind of thought you were kidding, you go into netflix you will watch something? i don't know that doesn't, you're not picking out a product? >> i know it sound out there. you know what? stranger things happened. there could be a netflix lounge where netflix subscribers congregate. not like a movie theater, one screen watch same thing, it has to be personalized. what else can netflix do? they have to innovate. they have to get in front of as many people as possible. they have enough money to experiment with that. melissa: that is great point. they have to get in front of people. jason, thank you very much. >> my pleasure. david: where is the ceiling for netflix? melissa: the new subscriber growth drives the stock price. he is talking about innovative ways to get new subscribers. that makes sense. david: 9% after-hours. we're keeping a close eye on the senate floor where a revote to open the government is underway. it has to be a simple majority. we're pretty sure will pass but anything can happen. we will bring you the results when they come in and gear up for the house vote next. melissa: despite the potential of reaching a deal and both sides of the aisle are pointing the finger at each other to get us to this point

have had just bottom -- >> we could also google that we started the show with. >> see -- >> netflix, netflix was not that steep. it was up 40 or 50%. it is the preceding 12 months that makes you that much more at risk if you have eaten tomorrow's lunch, when you are only up 40, and this stock is up 100 that's the greater risk. >>you are only up 40 >> tell them all >> short dated actions prices imply volatility in boeing are as high as they have been since the first quarter of 2016. all of a sudden now mike is looking at it and saying i don't know it's going to careen lower because if you did you would buy puts or short the stock outright the options are giving you that $10 wide they are giving you a 50/50 shot and you like the odds of getting money on the short premium side. >> cheaper than shorting the stock a well. >> intel soaring 10% today to a nearly 18-year high. does it have more room to run? the traders will weigh in. plus, got a question for carter mike or dan? we know you do we uout your phones, tets right now. if it is a good one we will answer it later in the show. much more "opt

disney and netflix shares surging, analysts say both companies are well positioned to dominate the streaming world netflix's shares are up 62% while disney is up 6%. would you rather netflixr disney >> definitely disney i've been an outspoken critic of netflix. this is now up in my face because i thought that chart was breaking down last year. this upgrade tells you what's happened in the sector we've put a floor underneath i think people are able to start to see the future when they're able to control distribution what multiple do you put on disney it's not 16. i think it's closer to 18. therefore i think 18, 19 times you can be long the stock even after this move. >> the analysts, they both got upgraded to the same ratings but it seemed like they were favoring netflix and its subscription model they say disney's subscription service won't be a threat to netflix. >> i hear what he's saying 18 times forward earnings for disney in the environment they find themselves in, is rich. it would be twice competitors such as viacom they deserve a premium valuation. netflix said there's a 40% chance that apple buys netflix i'm not sure where they got 40% from and i'm not sure the s

netflix seeing a bump as more people stay home and order a pizza, netflix and chill or however that goes. will these stocks continue to heat up? >> i think they have a lot of runway ahead of them netflixense, momentum names. domino's for obvious reasons, people will be sitting home. southwestern energy, swn, that's the real play. you need another blast of cold air before this becomes a sell on the news event. you need another storm after this one to make it a buyable event. >> i don't get this whole netflix thing. i get it, people staying -- >> stay-cation >> aren't they already paying for a subscription or is there a thought that people are starting a subscription because it's cold outside? otherwise a stock run because of the cold doesn't make any sense. >> i don't know whether it's all weather-related for netflix. >> netflix has had a big move a few days ago, nothing to do with this so-called cyclone bomb. this is a great exercise i mean, the canadian goose thing i'm going to buy in full steam >> it's canada goose >> whatever. but bottom line here is i do think home depot and lowe's are buys, not because of the storm >> it's canada goose, one of the best performing companies last y

netflix? >> i'm very bullish on netflix, i have been bullish on netflix i will say -- my tune isn't changing, it's much more difficult to find the incremental buyer in the stock on the institutional side. seeing new institutional money roll into -- >> that sounds bullish, it doesn't sound like a change of tune >> if you look at the holiday season, what's been selling, row could y roku sales suggest q4 will be solid. but when you look at earnings projections out to 2019, 2020, there's a concern about the hockey stick effect. there will be more spend, earnings will be impacted. >>> in honor of the big golden globe night in hollywood, our traders have picked four names that they say are award winning stocks tim with the vest, kick it off >> uh, yeah. lionsgate is upselling the tv side of their business, i think it's an undervalued stock. it's a volatile stock. >> go back to the fire >> mine is baba. chinese commercie growth is off the charts >> circle gets the square. i like sq. >> big one coming up, mel. >> see you back here monday at 5:00 don't go anywhere, "oa" starts after the break. trust #

netflix netflixes? thursday night is the big crazy evening. over to post nine with the judge has taken residence for the morning. >>> welcome to the halftime report live today from post nine at the new york stock exchange. our top trade this hour, the rally, rates and your money. how high yields are poised to climb and what happens to stocks really if they keep moving higher with us for the hour today, joe, jim, steve and a very special guest, mario is here he's the chairman and ceo of the gabelli funds. stocks are pulling back as you know just a bit. much of the focus does remain on interest rates, which are climbing to the highest levels that we've seen in years belated happy new year. just wondering what you think about where we are today given the year we've just finished and people are talking about this move in rates. >> you said everything when the ten hf year goes up to 272, the first quarter is going to be a powerful earning lift. the market hasn't overly discounted that. the non u.s. part is strong. currencies are going to provide a tail wind. the second part which is more confusing is that in the fourth quarter in the last two weeks of the december, a lot of companies did a lot of things like putting extra money into their pension plans and we're still working our way through that secondly, the the analysts are just adjusting i have 40 analysts that work in my team and they're still figuring out what they're doing on the team and the tax rate now you've got earnings are going to be good good the second quarter. then what happens is the multiple that's a function of psychology, which is powerful. rates. then the flow of funds to buy the same stuff then you've got to last three day of the month, which who knows what happens with all the various dynamics that occur m bottom lip, i'm still very optimistic over the next six to nine months. looking into 2019 and tomorrow night, you'll get infrastructure military spending, which is long overdue and a fair trade which helps a lot of my companies, particularly in the industrial world. >> it's really hard to argue with the case that mario makes >> stocks have discounted how much of that >> i don't think we truly know to your point, marrimario, the r of this tax reform, which is transformational it is going to lead to higher cash flows to higher earnings, mario hit the nail on the head though it's a question of what multiple you think stocks deserve >> right and that is the only issue that we have to determine. how much of stocks discountried. t not going to be news to anybody that the tax plan and cutting back on regular lations helping earnings roughly 80% of the companies had beat on the top and bottom line. to me as i look at it, there's an expectation you're going to beat, but it's really about the guidance going forward look at caterpillar. it was a nice quarter. the stock is trading down after they reported it to me, that's a r very, very lofty valuation. so it's always, i think the president will stay on script in the speech, which will be good for infrastructure talking about it for a couple of months, i'm there and i think it could run. i don't know if you get a pass or not but i think you have to start think about when easy money like this is going to hit what we saw on friday was as close to euphoria as we're quoing to get. the market closed on the highs it was a ridiculous move we've seen that often. i don't know if it's in a quarter or two quarters, but the buying without penalty is going to stop. >> do you feel, mario, that we are in this euphoria stage, which is traditionally describe ed as the last or final stage of a bull market? >> you know, it's not like 1999 when doctors were looking at their quote machines while operating. but it is not dissimilar because of what part with crypto curr currency, you have really stoked the animal spirits and the question is how far along have you gotten are we see iing fish com go pubc like you did in may of, february of 2000? no you know, but you see a flow of funds. is it too much not yet. it's still in progress >> i don't think so far in '18 is the in terms of a portfolio strategy maybe you're look at the bond like proxies because of the rate move ewe toilties rates. it's playing out as we have talked about you're seeing the rise in volatility the lower dollar momentum is still in charge. maybe you have a bit of concern about the way apple is trading i think it's now lower on the year modestly maybe that's a mild concern. but the year so far is playing out as scripted and you have as we've talked about the fundamental drivers behind it and you get more tomorrow night, probably >> thanks for raising the apple point because that's what's on my mind. we're talking about the markets and i think there's a little bit of hammering in here are they going up too far too fast i like looking at individual stocks apple is down. could be a buying opportunity. i know we'll talk about i, but the point being, there are other stocks that are not up as much as the markets there's still value in individual stocks. you have to know where to look for them we got mario, a great stock picker here today. he'll help us with that. but the point being, i don't think we need to hammer him so much about the overall market. if you're pennsylvaniaive vin toes r, maybe, but if you're active, there are opportunities out there. >> mario, do you feel as though volatility is going to pick up in a more meaningful way >> you know, the market volatility as measured by all these five guys, the vix, yeah, it's going pick up but independent of that, volatility and individual names, look what happened on friday just with michael bels' companies. one was up 20. other one one down 15. the problem however is that there's lack of liquidity in the overall market for reasons we all know and it's exacerbated by the fact you eliminated the uptick rule to accommodate these atfs >> what does it say to you when the vix as you just mentioned, it's been rising on days when the stock market has been going up not when stocks are selling up >> some of my best friends are clients and i'll let you guys talk to them >> do you feel people are too complacent about what's happening? >> no, i can see there's a cult saying i'm only wup 22% i want to be up 40 those are the same individuals that were afraid of losing money. they're starting to get in and the individual investor is losing his patience with discipline that's not good. who sasz the easy money has been made it's not a new thought e h he had yesterday. he's one who's more sanguine over what returns will be. why is that wrong? >> nothing wrong with that when i started the firm? january of 1977, stocks were selling three or four times ebitda duh. it's hard to have a margin of safety when you want to claim that the ten-year is going to go to 272 and if it pops up to three brauz draghi changes, you have a challenge nothing to constant, but if you keep one element constant, raise interest rates at three and a quarter quickly. you got a problem. >> i wonder if the risk is to the upside i keep thinking about the ina e inability for people to have a real good handle on where earnings are going to be . >> are they really going to get out of hand that quickly >> i think given the ten-year, the risk is more imbalanced. the risk is not necessarily you're going to miss out on the upside i think we'll see 3% by mid year that's troubling liesman had a good point >> you're trouble d by that? >> i'm not if we get there the right way. >> the yield curve is telling you something else to worry about. just looking at the numbers. about 60 basis points. >> steven is making a great point because he's underscoring we're getting there the right way. >> and i agree let me be clearment i'm happy we're on the march to 3% plus on the ten-year the 60 basis points, i think that's what i'm reading there. that's troubling telling you the economy is not growing as fast. we can explain it away by international rates, which are not moving higher. so i think this is all good. you're right >> still at eight bips on the jgbs >> still at a 12 long the vix. what are we worrying about >> i think that the risk is very much in balance now. could still go to equity, but if there's better value in europe >> i don't think so. >> we can buy a company located in atlanta, georgia, that you'll make 50% in the next three years. and the question is, why not own it it's a unique asset. should by buying it or going and looking for a comparable business in london live entertainment is hot. last night, you had people watching this funny music thing. where do i make money. i walked in today, never did i think dr. pepper was going to get this kind of a kiss. we're seeing a lot of that then west rock comes in and buys a company calls capstone so you're going to see a surge of merger acquisition activity and what is that underscoring and where are the bargains those are the things we look at, scott. >> you u don't have that much supply relative to all the other bargains 19 1u9, you had supply coming on we've got company buybacks shrinking stocks massive m and a that we're start ing to see really pick up. that was on pause. but you have apollo raise a record fund 24 billion kkr behind them raising record funds. they don't generate fees until they deploy that cash and we're starting to see it so with companies being rich -- >> isn't it harder to find value given the kind of market environment we're in >> but they've got to grow it's getting better, but supply has been shrinking, so i think that could keep you going more you got to be careful about the sectors. but if companies see the opportunity in terms of the tax plan we're all seeing here, you want to take advantage of it >> well, i think jay clayton with all the companies, the problems with the rules. what's the problem with regards to suing companies on ipo. even think iing about why bother in the u.s. when you have all this contingent teammates out there. looking to do deals! you've talks about the massive see ofly quickty now you're adding upon that all this excess free cash flow does that that not suggest what steve is talking about the only place you're going to see this >> i have companies that put extra money into their pension plans. why? so they get a 35% deduct a 7% earnings on that cash and they're going to pay less in 2018 so you, when you look at the numbers in the rear-view mirror, it's not good. this year, 2018, the cash flow is going to be extraordinarily powerful, so where do they put the money? i have an article here in "the new york times" where people are going to buy aircraft, private planes and get 100% of reduction so they don't have to pay the soft tax there's a loft things that are going to happen that will create great opportunities so one of the stocks ooip looking at, who makes private aviation in business gifts and how do we play that? there's a lot of companies like that >> let's talk about chashares o apple. a report in nikkei says they'll cut simply let's bring in tony who has a new note out tony, welcome back >> thanks, scott >> you asked the question front and center today what the impact on the stock is going to be. what's your best guess >> look, numbers are coming down for the remainder of the year and the question is do they come down more than what most people are thinking and i think that's the debate so apple reports thursday after the close. we think the december quarter will be fine there has been so much noise out of the supply chain that iphone unit, particularly the iphone 10 are being cut from a production perspective. it's difficult to know apple has underperformed since it's last quarter report by 13% last two weeks, by 8%. so clearly, folks are bracing for top numbers going in the question is where will the guidance be relative to that expectation and that's really where investors are wringing their hands now. >> are you afraid that the guidance could be below some of the more cautious expectations our sense is that they're thinking about iphones and maybe march quarter iphones will be 50 to 55 million to give you a sense. consensus now is at 62 million we think that kind of haircut is what investors we talk to are thinking about apple's not going to say how many u iphones they expect for march. if you are thinking 50 to 55 million phones, that translates to around 62 to 64 billion so my sense is look, if it's that number or better, the stock is probably fine and that's what expectations is thinking about and if it's lower than that, we could have more of a downdraft >> you've mentioned the shares over the last several weeks if not month or so and you asked the question today, is it in the stock? is the lowered expectation in the stock you think it is or no? >> it's difficult to say because there's lot of different twists and turns that can happen. we're assuming the rate goes to 18%. engineer earnings will come county bert than the street and when we look ahead with a lower tax rate, we think fiscal 19 earnings could be over $13 and expeck tastations are abl $12. that's before apple using a buy back of its repateuated cash every 25 billion in extra share repuchlss rchases is is anothero earnings if possible, apple could do 100 billion. in extra repurchases that would push earnings for fiscal 19 well over $14. again, expectations are at 12. so a lot of sentiment is going to be based on not only what the guide is, but apple says it's tax rate is going to be and how its outlook for other businesses are doing as well. >> can't wait to see what happen this is week super bowl is on subd, but thursday night after the bell is going to feel like our own super bowl thanks so much what do we think here? stock's an underperforming and a singular story not trying make a broader market call this is not a market call. the question is, are you supposed to sell it. i think what happened here is they reach nd the average selling price with the iphone 10 they haven't sold as many iphone 10s or at least the supplier rs saying that q2, the quarter win is not going to be as many sale. the reason i'm not that worryie about it and the reason i'm till holding a large position in apple is is because whatever you think about the reach of the arch selling price of the iphone 10, those selling prices are not going down what is happening is that consumers are taking longer to get used to but they're taking a four digit price on their iphones, but they're getting used to it they're selling. >> i don't see that. i don't agree with it. >> you think the prices are going down >> i think they're being accepted >> he said the average sell iin price, he's raising. >> six week, guess what, my daughter got hers in a week. they've got two shipments. they said you looking for an iphone ten i think they're a company in transition 6% revenue growth last year. looking for a big uptick this year they need new management 345 per speaker. the leader in technology >> you're getting new management at apple >> do you own the stock? >> yes buy more then. >> apple is an 850 billion market i brought my own after it's done, i'm going to still drink dvp. you know what's interest sg that for prior years, it's been a product story for apple. 2018 if the stock continues to appreciate, it's a cash story. what do they do with the cash they're going to have this year? so all the growth players leave it to people like jim to buy it. the stock is selling at a 15 multiple, which is a ben fair y beneficiary of the price >> stock's up 38% over a year. they need new management >> terrible. i can't believe i own it >> exactly i barely want to entertain that. >> but i feel guilty letting it go >> hold on so many times. >> i own it. i own it i sold all my calls and i'm glad i did, but you tell me, what have they done fundamentally tell me what they have done fund men matally versus microsoft, versus microsoft, am sop x versus netflix to deserve that >> first off, the 15 multip mul. >> you're insinuating apple trades too high? that's a premade to historical valuation. is apple expensive >> i want you to buy the atlanta braves because i can tell you what the value is. >> msg there's another one. there's an opportunity i want to be nor more in the big apple. has management done a good job managing the cash? >> that's not my favorite compliment i'm still waiting to see what they do with the cash but for me, that's an opportunity. >> they do one of the biggest buybacks of anybody. >> so do you pay, what multiple do you pay for a company that's buying back stack versus one that's growing revenues? >> what's an appropriate mull principle for apple? >> i think ratio on the stock, the peg ratio is 1.3 if dwryou strip out the cash, cs tore 1.1 think about the brand name how many of these iphones they're selling. >> a great exercise. the bottom line is that cash is i've said many times is a pe penalty for them they could hav

. >> all of fang except for netflix netflixes? thursday night is the big crazy evening.to post nine with the judge has taken residence for the morning. >>> welcome to the halftime report live today from post nine at the new york stock exchange. our top trade this hour, the rally, rates and your money. how high yields are poised to climb and what happens to stocks really if they keep moving higher with us for the hour today, joe, jim, steve and a very special guest, mario is here he's the chairman and ceo of the gabelli funds. stocks are pulling back as you know just a bit. much of the focus does remain on interest rates, which are climbing to the highest levels that we've seen in years

netflix is trading on the record following its earnings in your tray today has to do with an alternative if you will. to netflix. you look at disney, why disney and why now? >> let's talk about streaming. movies, marvel, dreamworks, and fox. when disney launches the streaming service, it will have all of this, marvel movies, and the fox movies as well. besides the offer series it is producing. people will have decisions, do i want that content or netflixr $100 billion market cap. disney steals a lot of the market cap. how much is disney really worth? my answer is i think over $200 billion. less than $10. i think those of a good chance doubling. >> we have got to leave it there. thank you so much, mark sebastian. cio, todd harrison. this is bloomberg. ♪ mark: i mark barton with first word news. senate minority leader chuck schumer has told the white house that funding for a border wall with mexico is now off the table. a senior democratic aide made it his position known yesterday. upumer reportedly offered $1.6 billion that president trump requested to build the wall. chief is in brussels for a council meeting with european financial leaders. to usetton says he hopes the opportunity to "build on the momentum of the brexit talks and for the u.k. to make its message clear on the world economic >> the message" taken. we are keen to discuss with partners and further appeal without future relationships and britain's role, in particular, lon

netflix want to sell right now? netflix is launching a brand-new show this friday starring david letterman. it's really exciting. netflixed to invest some serious money in ott content for viewers who don't know what that is, content delivered over the internet and that is where netflix really has more of a niche than apple. i will tell you apple has just cremated 10 shows which is really big nose, too starring reese witherspoon and jennifer aniston. i don't know when that will begin, but it does so. would it be a good acquisition? probably yes. remember, two years ago in 2015 coming netflix stock was up over $700 a share and then they did the stock split. netflix might just write it out. cheryl: you've got to remember that day? if you want to keep running the company to cash out and walk away and buy a private island. i want to move on to what's happening in the premarket. right now a look at an escalation of selling off its futures. not that i want to make a big deal about it and the issue at the 10 new treasury. we see a lot of long investors are nervous. but inflation is going to get out of control. the voice when it

netflix. she was key in making netflix the juggernaut it is today. netflix was not a family and they quickly cut employees it no longer found useful, even those that helped create the company. i'm quoting, hard work doesn't count. she estimates she's hired hundreds and has a new book called "powerful: building a culture of freedom and responsibility." she's joined by laura of "usa today" and explain to me hard work doesn't count because my mom told me different. >> hard work in itself doesn't count. i love your introduction. pretty on the edge. it wasn't like we hired and fired -- >> no, you fired me after i worked hard on making the company big. >> are you in the same job you had after college. >> no. >> no, you're not. you went place to place -- >> up the ladder. >> up the ladder, around the ladder. what i advocate is honesty, how work really works, right? sometimes you hire somebody to do a job and five years later they've done it and they built something and it's a wonderful thing. it's working fabulously. usually those builders are not the maintainers.

netflix to take. obvious one is disney. they announced they will launch their own streaming service in the next year. that could potentially cut into netflix, netflix revenue stream, into the fact that people will want, people with kids will want to have those disney shows and disney movies on demand and consider subscribing to that type of service. so far, netflix really only had to fend off startups and a couple other tech companies. now they are going up against other media conglomerates. companies like disney and like twentieth century fox and people behind hulu for example, are going to, going to create more competition in this space. there is going to be more and more content as we're seeing with things like amazon prime and so things like "house of cards" won't be quite so so, so unusual. they will not be quite so special when you have dozens of competitors creating high-quality content superior to something like youtube or like facebook live. of course anyone can broadcast and create a show and put something on line, but for it to be high quality you need a lot of money. the studios are working hard to produce this for the internet at this

netflix or whether netflix wants to be bought out is because there are deals going on in the media state street disney and fox. julie: here are the numbers. $8.33 million.-- coming in line with estimates. it looks like netflixntinuing its a performance. what else is -- it's outperformance. what else is standing on the numbers? ways the it is als next earning editions. it has been at salsa discussion forecast in 13 out of the past 16 quarters. does it always lowball with estimates? paul: a little bit. the fact is it is hard to predict some of these international markets and how the growth will come in. it is not an earnings momentum stock. it is a subscriber momentum stock. you talked about international, streaming. we talked to lucas shaw earlier he said that was a question. 6.3 million people. big gains in international subscribers. even in the u.s., an additional 1.9 8 million. the estimate was -- 1.9 8 million. million.- 1.98 scarlet: it seems the price hike did not have much of an impact. paul: there was probably a little bit. we will see it in the first quarter. history has shown the fast couple of hikes have not really impacted the numbers or gross adds. tothink they will be able continually raise pri

netflix included. spectacular! so, you can watch all your netflix favorites on your new samsung phones. whoa! join the un-carrier and get a samsung galaxy s8 free. all on america's best unlimited network. introducing lumi glotion. glow. l'oreal's first glow-enhancing lotion. use it all over like moisturizer. in four natural shades. say "bonjour" bonjour to an effortless glow. new lumi glotion. from l'oreal paris.

netflix -- continue to monitor netflix. joining us, howard owens. he is a veteran producer of streaming shows including, apple planet of the apps and biggest loser. you have been producing original content longer for netflix in this game. as a producer, how much has this shaken up your job in the entertainment landscape? howard: it has really made our job more fun. desperate areal global content players for these to be domestic distributors. these big desk netflix is a great example is building a global content premium content brand. we were excited to see the numbers of their foreign growth and they are excited to see where that is coming from. obligate our company is taking a big bet on the growth of foreign content, particularly in emerging markets. netflix is tapping into that. building a consumer brand that is here for the future. new entryle is now a in the original content game. you guys were behind planet of the apps. what did you learn from that experience about apple's strengths and weaknesses? howard: apple is a lean in company. the entire company got in and got involved in supported by that of the apps. one of the benefits is their ability to create incredible technology that they can use to d

netflix, this new season. now you're on netflix. >> now i'm on netflix. es from the '90s, but all of my other stuff. >> jimmy: yes, yeah. "comedians in cars." >> yeah, "comedians in cars." yeah. >> jimmy: you have dave chappelle this season. >> yeah. yeah. >> jimmy: one of the funniest ever. >> kate mckinnon, and we had jerry lewis. >> jimmy: i -- i think what is jerry lewis' final interview. >> it was his final interview, yeah, we were so thrilled to be able to see him. >> jimmy: he's one of my all time -- >> one of the all-time legends. now that is a -- now he's a legend. [ cheers and applause ] he's a legend. [ cheers and applause ] >> jimmy: now how did you -- how did you intro him? how did you intro him? >> as a legend. yeah. >> jimmy: you did. yeah. >> yeah, never say -- this is the funniest guy. you know that from your stand-up years. >> jimmy: i know. >> you go in the toilet after that. >> jimmy: i know, but it's an entertaining show, and people know who you are, and i think you've kind of proven your point. [ light laughter ] >> all right, yeah. w

netflix included. spectacular! so, you can watch all your netflix favorites on your new samsung phones. whoa! join the un-carrier and get a samsung galaxy s8 free. all on america's best unlimited network. >>> so democrats will try to protect special counsel rolkt mueller from being fired by president trump. the news follows reports that the president attempted to fire mueller last june. the democratic congressional aide said democrats will seek to attach protections for muller to the upcoming spending negotiations. democrats and republican seem open to the idea.

netflix included. spectacular! so, you can watch all your netflix favorites on your new samsung phones. whoa! join the un-carrier and get a samsung galaxy s8 free. all on america's best unlimited network. luckily, office depot®not officemax® is hereeart. to take care of you. ♪ taking care of business with print services done right. on time. guaranteed! expert tech support. and this week all dell pcs are up to twenty five percent off! save even more when you purchase a dell monitor. and make sure you protect your investment. office depot® officemax. officedepot.com ♪ taking care of business ayep, and my teeth are yellow.? time for whitestrips. crest glamorous white whitestrips are the only

netflix originals are what are now driving the growth in the service. and that is making it such that the competition that netflix is facing, the growing competition, isn't really mattering. >> sp netflix is facing more competition than ever as amazon continues t in content. jeff base owes is focused on finding the amazon equivalent of "game of thr d disney is expected the ramp up investment in hulu once it gains a majority stake through its fox acquisition raising the bar even higher for netflix. for "nightly business julia boor citizen. >> adp has an alarming wall street view. shares opened at 12:.65 there and fell from there. the lowest expected to open in the 17 to $19 range but the company's ceo wasn't phased. >> we had a chance the meet all of the investors, all new for me. grew up working with my parents so the chance to represent adp is a great opportunity. performance matters. i think afte we put a few quarters under our belt the people will like what they see. >> shares dropped 11% on the day finishing at $12.39. >> the rating on nike was raised to outperform. that was enough to kick the sneaker maker's stock into high gear. they are set to grow north amer sales as it debuts

netflix originals are now driving the growth in the service. that's making a sense that the competition that netflix is facing doesn't really matter >> reporter: and netflixs facing more competition than ever as amazon continues to invest in content. new reports that jeff bezos is focused on finding the amazon equipment of game of thrones and netflix plans to invest in hulu raising the bar even higher for netflix. julia bornsatin. >>> and the leaders in davos say many will attend however a question mark over when president trump will go due to that u.s. government shutdown i'm happy to say we're joined with richard summons when it was famoused phrased e phrase davos man mr. trump, do you see him becoming a davos man >> well, of course, the davos man nomenclature you're using is a caricature i think the more important question is what's the message he will carry here and to what extent will he engage in discussions with a wide range of leaders from governments and business and civil society and academia on some of the big issues of the day. it's essentially a platform for cooperation and dialogue trump's dialogue and i think we're eager for him and other i

netflix. we reached out to netflix and the production company but did not hear back tonight.eporting live in gilroy. >> that is a popular brand of garl garlic. >>> mail trucks in oakland# are supporting a new look. the mail trucks have been marked by that graffiti. they've been tagging the trucks for a couple months. it started when the post office lost their secured parking lot across the street after the ?( decided to build ho >> it's outrageous. it's not right. >> i don't like it. i see it every day when it come to work. >> it should be noted, vandalizing a mail truck is a federal crime up to 10 years in prison. >>> a trip to the dog park ended up with a trip to the vet. the city temporarily shut down the parkcvn5 to prevent the infection. it can leave dogs weak and unable to keep food down. recovery can take mont+5sh the park said everything has been sterilized and there will be cleanings four times a year. a dog park in union city had a  similar problem last year. vets say owners should make sure dogs are up to date for their vak sagss and bring them in for treatment

netflix password. do any of you have a netflix password. can i borrow a netflix password? out loud? >> i think the hardest problem is you hack my service and steal my information and worse he's going to mess up your recommended list now. with all the goofy stuff they're watching you're going to get all these weird recommendations. no thanks. >> i don't avehave one. >> rubbish. >> glasseshotwoman359. >> that's right. >> this is where he gets clever. >> name your first pet. >> what is your high school mascot? what street did you grow up on, trojan. the street you grew up on? >> trojan. >> trojan monroe. >> perfect but he needs a login email, so close. >> adradress your mama's house. >> we'll get to you rockefeller center you'll see the tree and i'll see "the crown" tonight. is it your password? >> oh, it's not your password. >> your dad, let's tall your dad. hello, real quick question for you. can i have your netflix password? he hung up on me. >> yeah, looks like dean is going to be spending a little bit longer waiting to see the new season of "crown" and all the other great

that you were swiping. >> i got it because of netflix my wife has the apple, the tabl tablet this thing is a netflix ex centra extravaganza >> i go to netflix look at netflix and how do they know and how are they inside this ridiculous massive of whatever, the answer is because that's what they do for a living. >> yeah. >> see, he knew. re reed puts that in his calculus who is this man? >> the skeptics still argue that the algorithm is smart now it is about providers or creators that may not want to sell to you so you are on your own and to a large degree. >> my understanding is that these directors would rather work for reed, for half the money than -- >> we hear that a lot. >> they love it. intellectual freedom is what these guys tend to -- they're not commercial but he is >> we do hear it >> talk about marvel, he always porters on being arrogant but then he pulls back he knows not to be bill belichick. don't bill belichick >> they have an interesting culture. go on their jobs website and read the long tree of what it is like to work at netflix, how hard but also how much freedom, there is no vacation policies or corporate policies they'r

netflix is spending on original content. tosome point are they going have to pay the piper question mark >> i think they will. netflix has to pay for them at some point. the good news is, they are adding subscribers and subscribers are paying more and more. the u.s. markets, which is a more mature market is seeing improved profitability and we are starting to see it turn the corner. said theycompany that will have negative free cash $3 million to formally dollars. point, they need to stop going to the debt market the or operations of the business has to fund and longer-term, they should be able to grow into it. appleiously, there are -- is hiring new executives from amazon to see. who -- as more of amoves traditional player, but showing it can also be nimble. at what point can netflixongrtable or is that a way off? >> we are not seeing netflix pullback at all. i think we are seeing them accelerate some of their investments. half of spending will be for original programming so they have the biggest programming budget in hollywood. what we are starting to see is some of the technology companies that their tell and by billion for 2018, companies like apple, facebook and google are dipping their -- toe.co- what happens if one of the companies decides they really need to get into programming in a big way and they recognize online video is growth and they decide not just to dip their toe, but jump into the deep end. the lifting we have seen recently is disney announcing to buy a lot of the assets of 21st century fox. >> we will be watching how that shapes up. moving on, i would like to take you back to september 2016. take a look. >> personally, i think the idea that fake news on facebook is a very small amount of the content and influence the election is a crazy idea. >

netflix is on us for one year. and with the gigabit connection on the 100% fiber-optic network, you can stream on up to 100 devices at once. so get the fastest internet available, plus netflix, plus up to200 tv channels, plus phone, plus a two-year price guarantee. and it's all yours for just $79.99 per month online for two years with a two-year agreement. already have netflix'll pay for it. so get your netflix on usfor one year. and here are 5 more reasons to switch. fios by verizon has won the jd power award for highest ranked by customers for residential internet service in the east, 5 years in a row. so experience netflix on the 100% fiber optic network made for streaming. switch to fios and get a year of netflix on us with a two year agreement. go to getfios.com to switch today. hey hun. look at all this extra room i have on this king size ikea bed. are you wearing a... duvet cover? why yes. yes i am. where's mom? we finally redid our bedroom and she's prettttttttttty into it. what's your dream? at ikea, we help you live it. make the dream yours. ♪ >>> snowboarding began as one guy's idea in 1964 and now it's an olympic event. taking to to great heights at the x games with 100-foot jumps and upside down tricks. abc's nick watt in aspen, colorado. >> tonight max p just won the big air high above aspen, colorado. >> big air. >> next month big air bi beco

netflix added 24 million. so there's plenty of competition for sure on other content that's happened to them, and that's why netflix has been investing in their own content. clearly they saw that coming there's still going to be networks out there that will say, when you look at the way the syndication of shows are sold, they will say where can we get global distribution and who will write us the biggest check? if you take a cbs with the new star trek show, domestically that's on cbs, but internationally it's actually a netflixriginal so netflix co-invested in the content and took the international rights a lot of this could be fluid on the cash burn, absolutely they burned over 500 million in the quarter. they could burn between 3 billion and 4 billion next year. yet the bonds are trading almost at par because of that recurring revenue stream if they wanted to they could be more profitable today. as they grow international, they have to add languages and more depth of content for every country they enter but domestically they have about a 34% contribution profit margin, internationally around 8% so if they were to stop growing as fast today, they would be earning $2 billion more per year which is more than the content increase they plan to spend next year >> okay. daniel, great stuff. thank you very much. daniel ernst shares up 9% >>> among the other top stories, trump is slapping tariffs on imported solar panels and large washing machines the u.s. will impose duties of 30% on solar equipment made abroad th

netflix is on us for one year. and with the gigabit connection on the 100% fiber-optic network, you can stream on up to 100 devices at once. so get the fastest internet available, plus netflix, plus up to200 tv channels, plus phone, plus a two-year price guarantee. and it's all yours for just $79.99 per month online for two years with a two-year agreement. already have netflix get your netflix on usfor one year. and here are 5 more reasons to switch. fios by verizon has won the jd power award for highest ranked by customers for residential internet service in the east, 5 years in a row. so experience netflix on the 100% fiber optic network made for streaming. switch to fios and get a year of netflix on us with a two year agreement. go to getfios.com to switch today. go to our website or check it out on the "right this minute" media app. >>> now it's the latest social media challenge. ♪ >> where is she getting all that feel? >> hey, your girl is bad on the keys. most of the folks joined in on the "twinkle, twinkle little star" challenge aren't average. ♪ twinkle little star, how i wonder what you are ♪ >> while i am all about the wins, i'm going to be going deep into this hashtag for the fails. >> you won't find many because your boy on the bass is killing it. ♪ >> this is one of the social media challenges that is really cool. if you can't do it, it makes y

netflix is on us for one year. and with the gigabit connection on the 100% fiber-optic network, you can stream on up to 100 devices at once. so get the fastest internet available, plus netflix, plus up to200 tv channels, plus phone, plus a two-year price guarantee. and it's all yours for just $79.99 per month online for two years with a two-year agreement. already have netflixe'll pay for it. so get your netflix on usfor one year. and here are 5 more reasons to switch. fios by verizon has won the jd power award for highest ranked by customers for residential internet service in the east, 5 years in a row. so experience netflix on the 100% fiber optic network made for streaming. switch to fios and get a year of netflix on us with a two year agreement. go to getfios.com to switch today. little small thing so you can make a lip balm. >> i think it's safe to say that most of us can make a pizza vanish. easy peasy, right? nobody does it quite like this guy? he can make anything magical. >> hey, how's it going? >> hi. >> doing good. >> sign that top one for me. >> he's ordered the pizza. he opened the door, he looks at it it's there, but suddenly it's not. that's weird. it looks like -- >> there's nothing in it? >> i literally saw it and it just disappeared. >> that's amazing. >> he removes the pizza quietly. >> one second i was looking at it, the next second lik

netflix is all about momentum. and you go back for one second with netflix nothing has changed fundamentally with netflix can they spendnd still have pricing power, ababsolutely. so netflix, you had two occurrences, october of 2016 and july of 2017 where you saw a similar price gap to what you're seeing this morning. what happened? five to seven days later after the price target, the stock peaks out. the next 45 days, it closes the gap, fundamentals and it goes back higher. these are momentum stories >> but you're saying is 80% of the volume >> i'm saying fundamentally, nothing has changed. it's a secular growth story, but you need the models participating on the transitional side. >> gross managers continue to buy the secular growth stories if the numbers are going higher, that's a good recipe for an expensive secular growth stock >> the 20% that's not the algorithms are long-term money that is in the long run what will push this stock higher to your point, if they get a second quarter here where they show some profits and they show some sub growth, as we have just seen with netflix, and a trajectory towards more prof

netflix or the disney tv offering. or i'm going to get netflix or hbo now, or i'm going to get netflix or keep the cord. yone things that way. there is plenty of gray areas here, and consumption of video year, sog over 55% a there's plenty of room of other players on the market, and that is what you are seeing right now. hike recently,e how that impact results? >> more than likely will improve the margin. they saw and negative impact on the price hike the last time they did it, but this time it seems like everybody accepted that netflix is giving them so much, and they are ok with it. less time analysts projected a negative impact, but there wasn't as much this time. thatof the services consumers must have -- the owners of those services now have the ability to manipulate those prices, so long as they don't get too high. with david if there is a good disney offering that people won't cancel netflix, i think it is possible, and are so many services people want to pay for, but the extra one dollar a month for people using netflix as their primary entertainment service is still a good deal. emily: lucas sha

netflix is on us for one year. and with the gigabit connection on the 100% fiber-optic network, you can stream on up to 100 devices at once. so get the fastest internet available, plus netflix, plus up to200 tv channels, plus phone, plus a two-year price guarantee. and it's all yours for just $79.99 per month online for two years with a two-year agreement. already have netflixpay for it. so get your netflix on usfor one year. and here are 5 more reasons to switch. fios by verizon has won the jd power award for highest ranked by customers for residential internet service in the east, 5 years in a row. so experience netflix on the 100% fiber optic network made for streaming. switch to fios and get a year of netflix on us with a two year agreement. go to getfios.com to switch today. some of us they've always been in. you see all of this keeps repeating it self. >> allie loves the leaf blower. ♪ >>> this man's daughter says he's a tough guy with a tender heart. that's why he's a little choked up right here. >> oh, this man is choked up. >> i know, the words are just not coming out. they're stuck right there, right in his throat. >> this is officer dave shelton. >> stand by. >> i hope there's no emergency. >> the time has come, but before i sign off, i want to thank you. >> like halleberry getting an oscar. >> all the first responders, fellow police officers for

netflix is on us for one year. and with the gigabit connection on the 100% fiber-optic network, you can stream on up to 100 devices at once. so get the fastest internet available, plus netflix, plus up to200 tv channels, plus phone, plus a two-year price guarantee. and it's all yours for just $79.99 per month online for two years with a two-year agreement. already have netflixl pay for it. so get your netflix on usfor one year. and here are 5 more reasons to switch. fios by verizon has won the jd power award for highest ranked by customers for residential internet service in the east, 5 years in a row. so experience netflix on the 100% fiber optic network made for streaming. switch to fios and get a year of netflix on us with a two year agreement. go to getfios.com to switch today. josh. juggler extrordinaire. >> congratulations. really well done. >>> i see you. ♪ >>> sometimes when you've got to rodeo, you've got to rodeo. this little guy found a clever way to rodeo right in his living room. >> he's on a hover board. >> yes, right under the legs of that toy horse, and then if you notice stuffed little cow ahead. so he lassos that cow. >> he tie his legs up and everything? >> oh, this is a cowboy if there ever was a cowboy. >> i love this. this is so creative and imaginative child play. >> over to this video, little justin matteo will impress the heck out o

netflix is on us for one year. and with the gigabit connection on the 100% fiber-optic network, you can stream on up to 100 devices at once. so get the fastest internet available, plus netflix, plus up to200 tv channels, plus phone, plus a two-year price guarantee. and it's all yours for just $79.99 per month online for two years with a two-year agreement. already have netflixpay for it. so get your netflix on usfor one year. and here are 5 more reasons to switch. fios by verizon has won the jd power by customers for residential internet service in the east, 5 years in a row. so experience netflix on the 100% fiber optic network made for streaming. switch to fios and get a year of netflix on us with a two year agreement. go to getfios.com to switch today. colors, and do it all in gold. if i do this, i do it in my way, remember? >>> lovely snowman. ♪ ♪ >>> time for imaginie magic. got to shuffle. >> did you even practice? come on. >> i'm not the best shuffler. wouldn't it be impressive, go for all four. everyone say abracadabra. >> abracadabra. you messed it up already. >> how about this? >> wait a minute. >> good job. >> you're getting good at this. >> rich ferguson has a new video out to teach you how to do magic and he says that anyone, even if they have no magical inclinations whatsoever can pull it off. seeing as nick is the most muggly at the table i'l

netflix is on us for one year. and with the gigabit connection on the 100% fiber-optic network, you can stream on up to 100 devices at once. so get the fastest internet available, plus netflix, plus up to200 tv channels, plus phone, plus a two-year price guarantee. and it's all yours for just $79.99 per month online for two years with a two-year agreement. already have netflix for it. so get your netflix on usfor one year. and here are 5 more reasons to switch. fios by verizon has won the jd power award for highest ranked by customers for residential internet service in the east, 5 years in a row. so experience netflix on the 100% fiber optic network made for streaming. switch to fios and get a year of netflix on us with a two year agreement. go to getfios.com to switch today. >>> olympic champion gus kenworthy performs tricks on skis that most of us would be scared to try in sneakers. but even as he was wing a silver medal in the sochi winter games he says he was afraid to be himself. now he has made a big personal change, coming out and becoming the second openly gay athlete to compete for team usa in the winter games. here's abc's matt gutman. >> reporter: that is olympian gus kenworthy shredding the slopes. and that, that's me. >> that was so lame. i'm just happy not to get hurt. >> i'm proud of you. >> thank you. >> reporter: admittedly i've been off s

netflix is on us for one year. and with the gigabit connection on the 100% fiber-optic network, you can stream on up to 100 devices at once. so get the fastest internet available, plus netflix, plus up to200 tv channels, plus phone, plus a two-year price guarantee. and it's all yours for just $79.99 per month online for two years with a two-year agreement. already have netflixl pay for it. so get your netflix on usfor one year. and here are 5 more reasons to switch. fios by verizon has won the jd power award for highest ranked by customers for residential internet service in the east, 5 years in a row. so experience netflix on the 100% fiber optic network made for streaming. switch to fios and get a year of netflix on us with a two year agreement. go to getfios.com to switch today. >> tonight we take you to the flat earth international conference where people believe the globe we've been shown our entire lives is a lie. so do they have proof? here's ab's eva pilgrim. let's ask basic questions. the sky is? in a world where nothing is as it seems. >> the sky is blue. >> 1 plus 1 is? >> 2. >> reporter: there is at least one truth we thought was indisputable. and the earth is? >> flat. >> flat. >> the earth is flat. >> my reality, my senses tell me that the earth is flat and stationary. >> reporter: or so i thought. for the people attending the first flat earth

netflix. >> time for the final call guy, hope you got your answer. carter. >> want to be contrarian and take a bet tlt bounces >> mike. >> take a look at netflix put sfred spreads and earningsings >> ford's contrarian at the money calls in march. i like that. >> i'm melissa lee have a terrific weekend. see you back here at 5:00 on monday "mad money" starts right now the following program is a commercial presentation of total gym fitness. i work out to stay young. to stay in shape. to be able to do things that i wouldn't normally be able to do. and that's what total gym does for me. it keeps me active. it keeps me positive. it keeps me focused. age is a state of mind.

netflix. mark is expectations for new signups in the third quarter. 8.3 million netflix commerce. million more than analysts expected. earnings tripled from the previous year. bacaradi is buying patron that eal kai ar for $5.1 billion. cardi rum under the same anner as patron tequila. has played a large role in leading fit twitter's project vision shaping around live video streaming. let's go into a little bit more detail with news come out from egypt. the central bank governor revealed currency trading has risen 60% since the decision to float the pound. the continued growth comes as foreign holdings of bills have stabilized. what does that tell us about what foreign investors are doing with their capital when it comes to egypt. how bullish are you on any of the asset class coming out of the egyptian recovery story at the moment? >> you mentioned the flows into t bills. they stabilized back to very high levels. i was in egypt last week. the mood is very positive. they seem to be much more comfortable. i think the initial phase of the i.m.f. program has been extremely successful i

netflix -- shery: not only netflix. i am hooked on hulu. abigail: i have not seen hulu at all. shery: i just started paying double yesterday. it is worth it. i was hooked on blind spot. it is very good. that is the only thing i did for new year's eve and new year's day. talking about hulu, viable's. there must be holes in the story when it comes to netflixhey are on top. one of the reasons mccourty upgraded the shares, the analyst they're saying netflix is ahead of their peers. relative to all that, investors seem to not care since they are spending to build up the content. another possible whole is we help -- hopped back into the bloomberg, this gives us a great snapshot of what is happening for the stock. here, we have the performance on the day. up 4.4%. well abovevolume is the average. we also see most of the stream here is bullish. the hole in this stream, look at that. premium, up 409%. we have a wonky metric, but nonetheless, this stock is rich. vonnie: pretty amazing because it is up 55% as of last year. abigail: sometimes momentum keeps going. investors simply adding. vonnie: you brought up hulu. it will be interesting to see how disney, how this plays out. abigail: the analyst over at mccoury saying they are two years ahead of disney. clearly they have reached for content, distribution. shery: i trust hulu. vonnie: but they ar

that this market, you look at the stock like netflix someone comes out and says netflix is doing well and the stock goes up three. did you not know netflixs doing well >> up 50% last year and now gets upgraded to youtperform along with disney. >> analysts are waking up. two upgrades of abbott labs, my trust owns it. i was thinking of selling the darn thing, whatever you're allowed to say and boom, i mean, two analysts up. where have they been there's a lot of analysts completely asleep on the switch, asleep and i'm waking them up right now. you know they took -- take take this off mute when you see there's a demonstration and somebody alive alive. >> the president is -- he's awake -- >> yeah, he's back on tweeting and stuff. >> and he's kicking off the new year with take busy agenda eamon javers from outside the white house with more. >> reporter: good morning, scott to you as well the president returning from sunny march ra lag go to a chilly white house in washington, d.c. this morning. a couple of foreign policy issues, yesterday tweeting out about iran and pakistan yesterday. on ran the president tweeting iran is failing at every lev

netflix is on us for one year. and with the gigabit connection on the 100% fiber-optic network, you can stream on up to 100 devices at once. so get the fastest internet available, plus netflix, plus up to200 tv channels, plus phone, plus a two-year price guarantee. and it's all yours for just t.$79.99 per month onlinefor tr already have netflixit. so get your netflix on usfor one year. and here are 5 more reasons to switch. fios by verizon has won the jd power award for hight ranked by customers for residential internet service in the east, 5 years in a row. 100. switch to fios and get a year of netflix on us with a two year agreement. go to getfios.com to switch today. rightthisminute.com, click on tv show or check it out on our mobile app. >>> i like to think of being gender non-specific, male appealle. to you and i, oli. i'm not so sure the girls will appreciate it. the song is called shellfish and written by keri hadie. ♪ in our bath we have one big shelf, she has one side and there's one side for myself ♪ ♪ honestly i couldn't keep a straight face when she said ♪ ♪ jess, i was taking up too much space ♪ >> oh, shelf-ish. it? >> i get >> see how much more you get. this whole song is about sharing a bathroom with aman. ♪ she's got gel cleane one a day tablets leaner ♪ ♪ the's foot cream body but th lm and faceubblbath, cr

netflix and we said, what are you doing here? and he said, netflix told us that the house is mr. frank lip's and we have -- franklin's and we have nothing to do it so i'd be embarrassed to use the excuse that netflix made me do it. and i think that i can add information. we have heard about people taking pictures from the sidewalk. i wish they took pictures from the sidewalk. before mr. franklin purchased the house people did come and there was a gate and they took a picture and they moved on. they now know that they are welcome at this house. a lot of people say, i heard the producer bought the house. they've been here lately and they do this, they do that. and i have left my house and seen a group on the stairs and gone to the market and come home and 20, 25 minutes later the same group is still there. when 50 people, 30 people, 20 people are outside, it gets noisy. it gets really noisy. i spend my sunday mornings in my living room listening to car doors and people yelling outside. wow, that was a fast two minutes. >> president honda: 30 seconds. >> so pictures from the sidewalk is not what we're talking about. the planning commissioner said interesting things at the hearing and you asked about