is going to open up and do quite well over the next 18 to 24 months general dynamics as well as raytheon have been -- the valuations have been compressed. they are an industrial we think that overall, that also defense spending is going to be quite robust over the next 18 to 24 months. again, similar to hormel and pepsi, their balance sheets are very, very clean and also, they have a predictable revenue line we would be overweight this. we would look out 18 to 24 months we think there's also going to be an increase in regard to their dividend >> okay. so there's your investing guidelines from chad morganlander you can drink a coke or a pepsi while eating your beef stew and looking at pictures of fighter jets or gigantic warships. chad morganlander, some smart balance sheet strategies there chad, a pleasure to always have you on have a great day >> thank you >> all right you're welcome >>> but we are just getting warmed up. and when we come back, t-mobile scrapping plans to try to take over your living room, at least for now. i'll tell you what they did. >>> and much more on archegos capi

all of them are up 32-37% except raytheon's up 12.5. that compares to the s&p up about 4.5% for the year. that's the good news. the bad news is those are reopening stocks, and i think that reopening trade is now going to take a breather with yields stabilizing. you know, they went, the 10-year yield went from 100 basis points to 175 in about seven weeks in february and march. so if those are going to take a breather, where do we make money? i think it's in those areas that got hammered as yields went up which are utilities, which are big pharma and which are consumer staples. those are the groups that we like. just looking at big pharma, we like pfizer and novartis. pfizer is trading at 10.7 times earnings except its they earnine up 49% this year over last year and 4.th 3%, well -- 4.3%, well more than twice the 10-year yield. we also like novartis with a 3.7% yield. we think this is a good, defensive area to hang out the next few months. they're going to recover from their beatdown the last two months, and that's what we like going for

you had a raytheon and sylvania working on the on the tubes. and so on and so on. 112 companies were involved in making the fuse this is a nice shot of of a vacuum tube you can see the scale of it. although i already showed you the scale. you can see the mica support spacers on the left. you can see on the right above the paperclip is part of the mousetrap spring that that was connected to the filaments. make sure i've covered everything that i want to cover. so the fuse was introduced. by the navy in early 1943 in january 1943 and over the course of 1943. it was three times more effective than the regular shells in the five inch navy guns so it wasn't mandated but they shot 25% of their five inch shells common shells. they're about 50 pounds 54 pounds. only 25% of those that they those that they fired were smart fuses and yet over 50% of the of the cables quote unquote of enemy planes were shot down by the smart fuse and then they solely improved it. they had problems with the batteries. the batteries got better and then in 1944. after d-day i

lloyd austin came from raytheon, a leaves contractor. is he running point on this?ems like a real political guy. do you think he's involved in this or being told what to do? >> i don't have insight into lloyd austin. but congress needs to do its job, represent the american people instead just doing things to look good. fix the actual problem and repeal these laws like my legislation would have taken away the patriot act provisions that violate our civil liberties, and stands up for freedom as americans. jesse: there is no concern for the people from north dakota, south dakota, vermont, that are just stationed in washington for nothing. >> all across the country. jesse: hopefully they can get out of there soon. use, i appreciate your time. jesse: . the cancel culture controls hairs. when you switch to xfinity mobile, you're choosing to get connected to the most reliable network nationwide, now with 5g included. discover how to save up to $300 a year with shared data starting at $15 a month, or get the lowest price for one line of unlimited. come into your local xfini

at r & d cost the push for that benefit is the coalition which includes amazon, intel, ford and raytheonut what about musicians? don't they deserve a tax break the answer apparently is yes they have the hits act helping independent tracks succeed act. allowing to deduct the production costs which is up to $150,000 in taxes. dom, a 21% rate may go bye, bye, bye. >> i see what you did, dom i'll have that song in my head thank you for that let me ask this. how likely is it that these tax breaks actually get passed >> so that's the interesting thing about how this all works in washington, dom there is bipartisan support for the measures i talked about. even if an infrastructure bill or even if a tax hike bill ends up being passed with only democratic votes, the fact that these tax breaks could still get in there and bipartisan support means once they are into the bill and law, they could be extended for a long time because both republicans and democrats support them i think about a tax break that was included for the beer and alcohol industry back in the 2017 tax cuts. democrats didn't like

. >> tucker: well, we have learned the new secretary of defense, took a munch of money from raytheon,ational guard and ordered that troops remain in washington. according to the pentagon, the troops are necessary to protect us from insurrectionists. so, who are the insurrectionists? was named ashli babbitt, a veteran from san diego. you probably did not hear the media remember her on international women's day because she has the wrong social class. she is dead. she was killed by a capitol hill police officer. what happened at the riot at the capitol building on january 6th. you would think a police officer shooting an unarmed woman would prompt some calls for transparency. whether you agree with her politics are not. but hasn't. we still don't know the name of the police officer, and more critically, we have no idea why precisely he felt the need to shoot ashli babbitt. there was an investigation. apparently. we haven't seen it. terrell roberts is the attorney representing the family of ashli babbitt, we're happy to have him on tonight. mr. roberts, thank you so much for joining us. >

that puts a lot of wind in the sail of boeing and its suppliers, including ge and raytheon you're seeing what happens in an early economic expansion, fueled by stimulus. you get economic activity, meaning we still have a lot way to go in terms of tsa traveler checks, but it's getting better, clearly getting better people are coming out of hiding, and it's projected to get better people will travel, they're going to stay at hotels. they're going to go to disneyworld. these things favor energy stocks which have been on one heck of a tear, but that's the market's way of saying, look, we know jet fuel demand as stunk for a year, but it's about to get better you notice he love my marathon pet trollium, boeing and general motors that's why they're performing. we're early in this economic expansion. those companies will make a lot of hay >> i think that's why rogers of ariel likes those stocks i think he agrees we're in the very, very early innings of a prolonged ed runway. >> but if those stocks work, that's not a sell signal for the s&p 500. all that is, is momentum shifting from one group wi

fight for the expansion of a key tax credit the r & d coalition includes amazon, intel, ford and raytheonetting behind the bill called the american innovation and jobs act it doubles the r & d tax credit and allows companies to keep expensing all of their r & d costs each year. currently that benefit expires in 2022. but it doesn't end with manufacturers. musicians say they need a tax break too. the chips act helping independent tracks succeed act allows artists to write off the cost of producing records in the united states, unto $150,000 a year >> they're not able to tour, they're not doing live shows there's so many people that are struggling it's been millions and millions of dollars that they have lost so for us this tax break, it's the ability to deduct just kind of starts to make a small dent in some of the money that these people have lost >> now, this bill does have bipartisan support so, guys, it could get by with a little help from their friends in washington back to you. >> what are the most contentious issues in this sort of horse trading that will go on here is it that expen

the real headline is that he's the second in the road to have been on the payroll of raytheon.saw something like that happen in a central american country, you would call it corruption. you would be right. for centuries, our military has been self consciously nonpartisan, it has to be that way. the military has to be nonpartisan. no country can survive if it's armed forces become a tool of the specific political party. we know it because it happens all the time, all over the world, and the consequences are always horrifying. it has never happened here. lloyd austin is openly political. in his first days on the job, austin made the entire armed services submit to a political purity test. anyone who had used that lloyd austin found extreme had to leave. the rest of us watched as this happens. we saw it. once again, no one said anything. the left approved, the right felt hamstrung because they support the troops. of course, if you support the troops, you should speak up when they are being abused, as they were. then lloyd austin set about accelerating poisonous trends already in p

>> my thoughts with us utterly utterly shocked the pentagon made up of largely from cronies are raytheonex inside the right way to proceed with this was air strikes. i'm still reeling from that. let's be clear about something , this all started for the pretext of an attack that supposedly happened before this. we know this happen because the government told us it did. of course there's no previous history the government lying to us, to set off airstrikes or wars. we don't have the weapons of mass destruction in iraq and we don't have the uss maine or the ignoring of the signals that led up to pearl harbor attack. we have a history of the government lying to us to get us into yet another war. i'll people to think about for second what would happen if name a government, the government of iran, china, put bases around the entire u.s. and surrounded the u.s. they were in canada, their new mexico there mostly caribbean islands. their fleets right off of our shores for their flying drones just outside of our territory. they are constantly threatening us with more an invasion and liberation if

here are some of the industries that want in on the action, manufacturing and tech think ford, raytheonamazon, intel, they're all teaming up to fight for bigger tax breaks for research and development >> it's all about the future of the country, what do we want to be do we want to be a cutting edge innovative country well, if we want to, then we should at least have competitive r&d incentives >> then there's the semiconductor industry, they make those chips that go inside so many of the gadgets in our daily lives. they're looking for a carveout, too. a major new tax incentive for companies to make them here in the u.s. right now there's a shortage, and boosting domestic supply has bipartisan buy-in. democratic senator mark warner ask republican john cornyn have been leading that charge and of course we can't forget about the mucsic industry it allows artists to write off the cost of producing their records up to $150,000 a year. >> people have not been able to earn a living. they've not been able to tour. they're not doing live shows there's so many people that are struggling, and it's

the defense department isn't forced to buy at every price raytheon conceives of. the approach and other countries begins after regulatory approval with health technology assessment, in which independent organizations determine a fair price based on how well the new drug performs.only if the drug provides more benefit to patients should accost more than other options. the u.s. needs to establish a publicly funded body to determine a price for a drug based on clinical benefits. in germany, drug evaluation and negotiation occur in a drug's first year when a nonprofit, nongovernmental research organization assesses benefits. in a review of outcomes in that market, we found no drugs providing important benefits left the german market, while cancer drug prices substantially declined. states like new york and massachusetts have initiated a review process for medicaid programs. my second recommendation is to limit drug price increases. in the u.s., there was a list price of $26,000 a year and increase to more than 120 thousand dollars a year in 2016. many brand-name drugs