splitsville for pfizer. goldman sachs making the case for a pfizer breakup. and bank of america's $10 ceiling, we've got the analyst downgrading the stock today with a $10 price target. have the shares just gone too far, too fast? >>> welcome >>> welcome to the "fast money halftime report." lots of trading today. let's start doing it. trade the hottest stocks of the quarter. should you buy, sell, or hold these names that have hit dozens of 52-week highs? we're going to take you down the list. our panel of expert traders will guide you what to do as we enter the second quarter at the, coming up next week. apple, phillip morris, tjx all topping the list. pete, what's the standout? these names have continued to go higher and higher. i like they're from a cross section of businesses. >> absolutely. when you look at these names, when you look at apple and the performance you've seen and despite the fact it's absolutely exploded to the upside, i mean, just an incredible run year to date. it still remains cheap. they still remain with plenty of catalysts, says you l

this has "pfizer" written all over it. >> and it's even got the newer pfizer emblem with the little slantit and stuff. i mean, from the packaging, you'd never know. >> here, they discovered about two dozen medicines, including antibiotics, seizure, blood pressure, and pain medications. we're in the middle of this very primitive courtyard. this doesn't look like any kind of facility that you'd expect at all. does this surprise you? >> no. no, unfortunately, the quantity of counterfeits you're seeing is phenomenal. the conditions are just abysmal, and if the consumer ever realized that products that they're putting inside their bodies come from this, from dirty water drying out in the open under a heat lamp, insects and everything else getting into it, contaminants being, you know, brought into the equation and stuff, i think they'd be horrified. >> according to john clark, counterfeit pfizer drugs, many from disgusting conditions like this, have made their way to pharmacies and hospitals in at least 46 different countries including england, canada, and the united states. so right now, ther

drug giant pfizer has been looking to sell its animal health business since july.today we learned that swiss drug maker novartis has made an offer for as much as $16 billion, according to the "wall street journal," but the bid was rejected. pfizer shares didn't move much on the news, up only 0.5% as the company may decide instead of selling the animal health business, it would spin it off. pfizer launched this strategy last summer to shed this business and its nutrition operation as a way to focus on its core drug-making business. meantime, novartis shares added a fraction, but they have seen some sharp selling over the past three weeks since announcing a voluntary recall of hundreds of thousands of a high blood pressure medicines due to a possible mix-up of the tablets. internet radio operator pandora hit some sour notes today over worries about its growth rates. shares lost a quarter of their value after releasing a disappointing outlook for the quarter and entire year. with rising costs, investors are concerned about if the company's subscriber and advertiser gr

they also say pfizer's research pipeline could support $33 a share.hat's not where they're taking the 12-month price target today. that, though, is being bumped up to 26 from 25. nonetheless, there's a lot of research flying out of wall street firms every day, guys, as you know. this happens to be one of the most provocative reports of the day. it's no doubt moving the shares. >> thank you very much. >>> pope benedict arriving in havana this hour for his historic trip to cuba. our chief international correspondent michelle caruso-cabrera is in havana looking at what impact tourism is playing there. michelle? >> reporter: yeah. it's a big one, tyler. certainly the pope's arrival here in havana is one of the drivers of tourism. we know a lot more exiles from the cuban exile community in miami came down here because of the pope's visit. he just landed on the tarmac within the last half hour. we know after this he's going to meet with members of the catholic community here in havana. he's also going to meet with raul castro and is expected to meet with fi

. >> you have to mention today pfizer. i know it's outside of what we discussed.y with great balance sheet and dividend. we are at a four-year high. it has money on the upside. we mentioned it for a long time and it continues to work. >> i think it's right in the conversation. there is an article outside that they will grow their business 60%. that's the key to health care around a lot of places and especially in the emerging world. generics are doubling from 2007 to 2012. they will double in another five years. they are trading versus the historical around 20. they are playing the future for at least the pharma industry. >> in terms of the handicapping, are you seeing options that indicate any guesses? >> we are seeing bullish blows in well point and unitedhealth. that's consistent with the view and pfizer traded over three times the daily volume based on the same things they were just talking about. >> an issue we will continue to watch. next on fast hot topic, a lot riding on the "hunger games" success. what happens at the trade if it falls apart? that's up nex

this is where we have a dense fog of pfizer a. highs in the mid-60's. let's get to lisa. >> i'm glad we're doing that. it is good. we will give you this. it is good from the green way. a nice run on 270. we are running on the wilson bridge. a pretty picture through fair oaks into camp washington up to the pentagon. clear out to the airports and no destruction expected for metro rail. we will go back to you. >> thank you. some insurers are very much out of there. >> there was outrage over president obama's health-care reforms. you hear from the congressmen who want it taken down immediately. >> hoping for a ticket to this year's white house easter egg roll? you can get one. [ female announcer ] with xfinity you can always expect more. like more on demand shows and movies than ever. and more ways to discover them too. plus more speed from america's fastest internet provider. so you can run more devices at the same time. ♪ feel a firework ♪ [ female announcer ] and best of all, it keeps getting better. no wonder more people choose xfinity over any other pr

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pfizer, terrific yield there. xerox, not that crazy about it.ve information technology, information technology. we have to make a change there. take out xerox, get rid of, that and we're going to insert, let's see, how about we buy some tjx? we get a little retail action in there. now, here is another problem. we have at&t and verizon. my charitable trust owns at&t. we can't own both of these. we're going to exit verizon and put in, you wanted to do corning. i can't bless that. i'm not crazy about them. instead, we need oil and gas. so let's pick up some conoco ahead of when they split. and then you will be diversified and still have better yield than what you just mentioned. >> hallelujah! >> no, a little less because we're taking away verizon. let's go to nick in michigan. nick? >> caller: boo-yah, mr. cramer. >> boo-yah to you. >> caller: i hope i'm faring better in my diversified portfolio than i am my brackets for the ncaa tournament. but anyway, here we go. >> okay. my commissioner from my bracket is here. i've frantically been trying to u

i think the stock is going higher. >> anthony. >> back to my old mainstay, which is pfizer.short term

on three days on the pfizer open to news to launch airstrikes in gaza killing more than a dozen in the worst violence in the region has seen in a get. out next hour special report standing army looks at how american armed forces shape the lives of millions in the countries where they're based. beginning in the 1980's the belief is slowly taking over the world that new liberal globalization with its builtin self-regulating mechanisms we finally do away with old institutions like the state and the military and with us of the planet into an era of relative peace and prosperity retreat will bring on the great depression nine eleven and the current economic crisis have shown that believed to be largely a myth. but many signs were already there. markets have always relied on state power and military might. america's transformation from republic to economic superpower following world war two was accompanied by the creation of a global network of military bases unlike any other in history. according to the pentagon's base structure report today these amount to seven hundred sixteen in forty ei

pfizer paid according to the contract that he may with its ceo.aaron spelling god's own acre mission to build his 56,000 square foot house. but the outcomes were inappropriate for time or place, not suited to the circumstances. they were unbecoming an unfitting. they were unseemly. a great deal of the public anger that lies in the occupy movement lies in the willingness of the upper new class to enforce codes of c. crony capitalism is much less often a matter of illegality and of unseemliness. a great deal of the wall street behavior that contributes a financial meltdown reflects a illegal behaviors, but unseemly once. and, of course, if you really want some egregious examples of unseemliness, you have nobody to look any five-mile radius from where we sit tonight. it's not new. the traffic of regular to my congress has always been like making sausage. but the growth in the size of the goodies that are now available means that hundreds of billions of dollars worth of dollars -- are up for grabs before the member knows the right people, can convince

in this environment, you're looking defensive with pharmaceutical, and pfizer. f've pfe. had a nice rally off the august low. what do you expect? >> oh, i think it's still a good position, you're lookingly at a low pe ratio, relatively low ratio. you're also looking at a high yield. in the neighborhood of 4%. this is with the s&p 500 only 2. so you have a lot of cash coming in, which will help up to buy stocks when prices do begin to fall. >> tom: how about intel will, another one of your choices. the field is 3%, but at 27.quaelt, randall, this is the highest price since 2005. are you >> well, normally we like to buy the ones going down. this is a stock we like at a lower price. clearly would have preferred buying it lower, but i wouldn't worry about intel being overpriced until it's over 30. >> tom: and you like energy with conco phillips, and global oil play. and concerns with china. could that play with cop? >> yes. and cop, conoco phillips also brings us price to book value. a price to the net asset value per share of this company of only one and a half. that was the

many big american companies, like google, cisco, microsoft, kodak, and pfizer are lobbying the government for short- and long-term tax relief. they argue a one-time tax holiday would provide an immediate boost to the economy. >> allowing companies to bring back money from overseas could provide a near-term jolt. but i would argue that a lot of companies are already sitting on a lot of cash and are already well positioned to hire workers or to make large expenditures. >> reporter: instead, levitt would rather the government simplify the tax code and lower corporate taxes long-term. but perhaps the biggest argument against a tax holiday is past experience. in 2004, the government gave companies a one-time tax break that led to $312 billion coming back to the u.s. the goal was to encourage companies to use the money to hire u.s. workers. but that wasn't what happened. >> companies used most of it to basically pay dividends and buy back stocks. so, this was a boon for the shareholders, the investors in those companies, and also to the executives, who had a lot of options and stock in those co

and pfizer and cdc are doing studies in south africa and elsewhere, where cdc scientists have developed a rapid test for the infection and then we think just as we give to prevent pcp, we may be able to identify which people would benefit and make a big difference in aids-related tb. so, i think there's a lot of development in new diagnostics, new treatments and then figures out, what's the role of those treatments? how can they best be used? the question about how we're going to priority treatment in, or prevention funds in this country, 75% on four core interventions and scaling those interventions up to get population impact, i think we're still figuring out how to use viral load. we would like to see a convergence of the use of viral load to monitor clinical qualify and the use of community viral load to hold the entire community accountable for how are we doing at stopping the hiv up 'epidemic? and that has tremendous potential for both improving the care of individual patients and individual patient health, because someone whose viral load is not suppressed is experiencing a ravag

this is their goal or has to be achieved by by this seat and be bored after all of this sticker pfizer's i don't think that syrian people will accept for that so there is room to continue rolling the country with on his a lot of clout in his hand and the crimes in his humanity bashar said should hold accountable and the international criminal court for the conflict is humanity committed to a case of the syrian be ok you feel when you think the west is going to get tired of nation building i mean it is in the last decade here i can't think of any one that is worked out very well ok and it seems that this is again where using the military to create a new society is not make any sense to you because it seems that every time we keep trying to do it we end up with an unintended consequence that's how i started the program. absolutely i mean things are just so worse and every you look at how many people were killed in iraq there were two to put in a brutal regime there that by the way is more pro or iran and they are pro u.s. and then here in afghanistan finally people i mean you see conservat

report thank you all right that's going to do it for this edition of the kaiser report with me max pfizer and stacy herbert and i thank my guest and evicted mom of the yes man if you are seventy now please do so at kaiser report r t t v dot are you until next time actually i'm just saying.

actions outside a bank of america that resulted in a temporary shutdown as well as an action outside pfizer that resulted certainly in a disruption of business as usual and and i think that more than anything else it highlighted this sort of shadow we missed arius organization called alec and that of course stands for the american legislative exchange council which meets in arizona it's comprised of state legislators and corporate executives who get together and quite literally write bills behind closed doors that the state legislators then take back to their home state present as their own and then the legislatures vote on that and this is known as model bills yeah partially i think that's something that we see a lot and particularly do you know occupiers of the people that are participating today take. you know have a problem with exactly the type of legislation that alec has been pushing. absolutely what you see from alec is a very far right wing pro corporate agenda and in many ways it exemplifies the kind of backdoor dealing i think a lot of activists really want to highlight is as an

a technical and pfizer said frequently, chris separates who was absolutely part of the world we spoke to people who had been very, very close to her but we all spoke to the people. the story for me is about to those who had an incredible dilemma. there are so many factors in play the public does not see all of them to make an ending suspenseful with incredibly a dire consequences. >> we will take a look at clip number one. >> we cannot win without our base. lieberman is the right thing to do but the wrong way to win. who have we vetted omnicom nine chris, plenty. >> who can we win with? >> november. obama just change the entire dynamic. it is a changed year. we need a game changing bigger. none of these men aged white guys are game changers. [laughter] you said vetting was a mess and in what way also can you talk about how the campaign what goes into the decision to participate this this project and this representation? >> with the vetting process we looked at the campaign from the prison we're on a trajectory to lose. the worst environment and republican ever had to run for the presi

most of it is held by google, microsoft, and pfizer. >>> always nfascinating to hear from you. >> coming up the president's doodles. we will show you never before seen drawings from ronald reagan. they have just been released. also high profile first for the dutches of cambridge. what kate middleton is doing today that she has never done before. ♪ >> it is now 22 minutes after the hour. when you leave your house here's a look at what is happening. the budget battle starting all over again tomorrow. that is when paul ryan unveils his 2013 budget. he won't suspend 20 million less than the limit than congress agreed to last year. >> airport officials in little rock arkansas vote whether or not to change the name of the city's airport to bill and hillary clinton national airport. governor of arkansas for 12 years before he was president. clayton? soefr to you. >> the story is creating a lot of controversy. a third grade boy shoots his classmate. joining us in studio with details of this amazing story. >> it started less than month ago. 9-year-old washington state boy took a 45 caliber hand g

your roadways to disturb the meeting that sounds of traffic is starting to get busier also wended pfizer is in effect for the bay bridge said give yourself some extra time as you work your way across the upper deck headed to san francisco i'm getting border to prevent a lower deck of the bay bridge near treasure island may be blocking couple lanes see me see some of them is coming out of san francisco as well elsewhere for had this out of a northbound on the one that accident is now cleared out the cans to the damages done some red and yellow are sensors slow conditions more about what a one-year telling checking your travel time is now against the northbound side of 1114 minutes ago from to 82 to 37 northbound to 80 holding steady with the troubles and the guadalupe parkway is clear is well me this morning no reports of serious damage after a 6.4 magnitude earthquake rocked japan also there is no risk of tsunami the quake was struck the same region heavily damaged by last year's quake experts say there may be small change in sea levels that will be strong enough to trigger any more warn

. >> at&t or verizon or pfizer, and there are some others. >> 5.5. >> there's some incredible yields.chances of that are slim. >> of what? no, i think we're -- >> you think we're going to 50%? >> reelected i think we'll go to 50% on dividends, yeah. don't you? >> i take the other side. >> i don't think it's impossible at all. i think it's very possible. >> in 25 capital gains? >> 25, yeah, that's what's proposed. >> that's what i think it goes to, okay. >> thanks to rick and jim. we'll have both back soon. when we come back on "squawk box," jobs, the economy and the race for the white house. virginia governor bob mcdonnell will be our guest, just after this. "squawk" will be right back. n. it's truck month! no. it's truck month! no. it's truck month! no. it's chevy truck month! definitely that one, boss. solid. let's try the other one again. ♪ chevy truck month ♪ no. it's truck month! ♪ truck month ♪ no. truck month! no. it's chevy truck month. yeah. [ male announcer ] it's chevy truck month. they sound awesome tonight. and when i do find it, i share it with the world. you landed the

pfizer, eli lilly and tenet gained as they began the consideration of president obama's health care bill> lionsgate shares gained. "the hunger games" had its opening. that surpasses estimates for sales of 70 to 90 million by a long shot. lionsgate has grown more than 75%. >>> home builder linar and walgreens will report earnings. that's a wrap of the day on wall street. i'm felicia taylor. >> a mystery story coming out of china. the united kingdom is investigating the death of a businessman. neil haywood was reported to have died of excessive alcohol intake after he was found in a hotel room. he was subsequently cremated without an autopsy. the questions have been raised about the official findings. with friends quoting as saying that he was not a heavy drinker. and now seeing reports in western media his death could be linked to a political scandal centered on chongqing. the provincial leader and rising star of the communist party was removed from his post in mysterious circumstances earlier. in february, the one time police chief appeared at the u.s. consulate after a following out wit

the drugs, pfizer, merck, they're up. tech stayed soggy. tech needs apple to go higher because no one wants to venture outside of the tech ring without the apple umbrella which is supposed to last until the big ipad three later this week. the banks, they drifted. but i think both tech and banks are going to catch bids later in this week -- catching a bid, that's authentic wall street gibberish for a buyer is going to come in and start picking at these stocks. i took out a real cheap scotch, listened to the times they are a changing and perused the charts one by one. i tweeted my findings all weekend @jimcramer. multiple technicians said that at last, cramer was becoming a chart believer. most were still in diapers or in the womb or nonexistent when i started. now, if only i could get zynga to develop a game "charts with friends" so i could communicate with my kids while perusing those nasty coal and transport pictographs. now, the question is what's the entry point? so far, 2012 has not afforded us easy opportunities to get in. i've describ

you take a look at what happened to pfizer, it is so reminisce septembreminisceen for me and i get this bad feeling. it never ever since i think it was around 1998 ever reached that level ever again. >> that it's a great point. >> and i just wonder going down the line what will happen to apple as share prices as far as right now. >> absolutely. and of course j.j. will stay us with and bring us more ofis insight. but still to come, after much speculation, u.p.s. has reached a deal to buy tmt. >>> >>> it's time for your global markets report. let's take a look at the u.s. futures. does look like it will be a lower open if the markets were to open now, the dow would be lower by nearly 38. the nasdaq by 5 and the s&p 500 by a little bit more than 4. meantime u.s. equities finished flat in a lackluster trading session on friday, but the major averages, they did log a very impressive weekly gains. we saw the dow and s&p log in their best week since december of last year. in terms of the best performers, energy, material and of course the financials. how does it look in europe? >> similar pict

the dividends that you talk about, merck, pfizer, jnj, these are yielding from 3% to 5%.ots of opportunities for income out there. >> let me ask you something. when you have the $10 trillion, that sounds like a lot of cash that could be deployed, do you see that cash going into the base that continues to pay a very high dividend relative to other areas and creating a floor there even if valuations seem stretched? because i think it's a new world, people are looking for income. it's only stretched if you evaluate them in the past. people are getting zero and they still represent value. just think, if 10% of that money starts to come out and people have a little more confidence, that's a trillion going into the markets. it's not only in equities, but it's also in high yield securities. there funs that are again around 6.5%. 40% is going into the i shares funds. again around 6.5%. that can make a big difference in the quality of someone's life and their income. >> you mentioned apple at black rock. are there funds able to buy because it initiated the dividend? >> the answer

you know i have a boatload of them, everything from at&t, verizon, eli lily, pfizer.t's getting people off the sidelines is our ammunition and what lures them in. what makes you comfortable enough to buy here? especially with these new highs. i think we need to put things in perspective right here, right now. we need to consider where we are now versus where we were the last time we hit these levels on the major averages. yep, we need to go into the way back machine. and i don't mean that dog of a coal stock. pea body energy, so we can see what was happening underneath the average. which turned out, of course, to be precipices versus what's happening now. i think when you see these comparisons, you'll recognize we could be at base camp two of four rather than hanging on to the peak of k2 by the piece by a thread, alas a thread that didn't hold. first, the last time the s&p 500 was at these prices 4 1/2 years ago, the averages were being driven by commodity players. notably, the fertilizers, the oils, and the mining stocks. the levers back then, two evil twins, that's