joining us now is tom forte, senior consumer analyst. just reiterated with a $245 price target one of the highest on the street welcome. >> thanks, kelly thanks for having me on. >> does apple tv, we don't have the details yet. could that provide a path to 245 or what would the economics look like >> apple got to wean itself off the dependence off the smartphone, 60% of the sales in the last fiscal year and if you think about their announcements yesterday, content, advertising, payments, this is the path to moving away from that dependence on the iphone. i do think this is the big opportunity for apple. as it pertains to apple tv plus, i think there are still a lot of questions to be answered and yesterday's event was akin to going to an iphone rollout and leaving without knowing what the price is of the iphone highly unusual. >> a lot of wall street reaction was a little bit of a yawn, tom. you said it's a path to 245? a bridge to nowhere. the iphone and the device market around that, now this is kind of spreading a little bit of money

to discuss, we have spencer who covers amazon and tom forte, who has a buy rating on amazon.ncer, what is your take on this story. >> not a huge surprise they want to expand their brick-and-mortar presence in grocery. s the reason they bought whole foods to begin with. remember, for every one whole foods, there are 10 walmarts. walmart is the grocery leader. we knew they would expand. the only potential surprise is that they would expand without the whole foods brand. that's not a surprise, because there is not direct overlap between what a typical amazon customer wants and what whole food shoppers are accustomed to getting when you think of the social things cooked into the whole foods buying experience that are not cooked into amazon. emily: tom, do you think this is a good bet for amazon? tom: sure. spencer makes a lot of great points. you look at walmart, one of the areas they are doing well in his their online grocery delivery effort, in particular where they are able to buy products online and take them up in their parking lots. a few things for amazon, they are closely

stocks fueling the rally, all five off to a strong start for the year joining us where to find value, tom forteaaron kessler gentlemen, good to see you both. tom, we regained some ground we lost last fall heading into spring, what drives tech >> sure, you look at in particular for amazon and for apple, it's about maintaining strength in the u.s. consumer and then the cloud computing effort for amazon and then for apple it's really about finding new opportunities beyond the iphone but i do think that, you know, 2019 you're still looking at good up side, at least for amazon and apple on the cloud computing efforts for amazon, and apple's ability to find opportunities beyond the iphone. >> aaron, where are you looking for continued growth drivers >> the top pick remains albuquerqu despite slowdown concerns, valuation is attractive, less than 15 times in the core business that's the topic continue to remain bullish on amazon, driven by strength in cloud as well as we think continued operating leverage in the business, less so than we saw in 2018. and facebook, fundamentals remain strong despite the

credit card, and a tv streaming service joining us now to discuss what this means for the stock is tom forted. davidson and company and ed snyder with charter equity research. very good afternoon to you both. tom, which of these announcements, if any, is the most important or is a game changer in your eyes >> sure, in my mind, the two most important words for today are privacy and advertising. basically, the way i see it, if you look at the $9.99 a month news service, apple is telling you, we'll give you news from trusted sources and yes, there'll be advertising on it, but we're not going to scrape your data when you use our service. and i think that is very important. and second, what they're doing with financial service, with the credit card, which is, trust us with your financial services and again, we're not going to use you for data i think that's big news from apple. >> big news and really important, tom, but for a company that is so large and needs to find growth at a time where its core products, the phones, the tablets, you know, some of the other products are stagnating, is it enou

the search for tom ballard and his climbing partner continues, despite political tensions in the region. it was here at fort world. big mountains have all the inherent dangers. tom‘s early life shaped his mountaineering future. he watched on as mum alison prepared to conquer mount everest. she set her sights on k2 in the himalayas, despite criticism of her decision to leave her young family behind. when we go climbing, we obviously minimise the risks, and if we thought it was that risky, we wouldn't go climbing. anybody who went off thinking there was a high chance they wouldn't come back, it is a very unfair thing to do. climbers climb, we know our strengths and our weaknesses, and hopefully we can normally make the right decisions at the right time. sadly, that was to be alison‘s last climb. she died on the descent. she was probably the finest female mountaineer that britain has ever had. it was a very tragic and unfortunate happening on k2. once again, this mountaineering family wait for news. iain macinnes, bbc news, in fort william. private hire drivers — including those who work for uber — are startin

tom in fort lauderdale, republican line. caller: good morning.hatabout the other veto happened in this whole process? we had a bipartisan commission on the budget that ended up with a puny $1.3 billion for the wall. the democrats on the commission vetoed the border patrol. border patrol showed them every possible reason to increase funds for walls and what did the democrats say? we don't believe your numbers. when it comes to lying, who is really lying? are you going to believe the people actually at the border and experience and see and calculate everything going on down there or you believe the democrats who have nothing but political ambitions to defeat donald trump? botherubio, don't even running, you are the trader -- a traitor to people who voted for you. congress is a check on the president, but also, the president is a check on congress. the safety of for the united states. we lose 75,000 young adults in this country to drug overdose coming across our borders from exit. 90% of them and they are not borderming from the terminals, they are

tom ballard and daniele nardi last made contact on sunday as they climbed nanga parbat in pakistan. iain macinnes has more. the search continues, despite political tensions in the region. but it was here in fortbig mountains, have all the inherent dangers and things. tom's early life since shaped his mountaineering future. he watched on as mum, alison, prepared to conquer mount everest. she then set her sights on kay to end the himalayas. despite a decision to leave her young family behind. when we go climbing, we minimise the risks, and if we thought it was that risky, we wouldn't go climbing. if anybody thought they would not come back, it is very unfairforthem thought they would not come back, it is very unfair for them to do. when climbers climb, we know our strengths and weaknesses, and hopefully, we can only make the right decisions at the right time. sadly, that was to be alison's last climb. she died on the ascent. one of the finest female mountaineers that britain has ever had. it was a very tragic and unfortunate happening on k2. once again, this mountaineering family wait for news. the headlines on bbc news... the government has been ordered to pay £33 million to eurotunnel in an a

do you think they took tom watson deputy leader of the labor party they were friends of israel a trip to israel is to raise them a holding the fort here for palestinian rights and international law against a parliament that isn't ghibli as for united nations resolutions as palestine is not the issue or a partisan issue it's a u.k. show it's a cross spot issue if you go back to the vote about the recognition of the state of palestine which is an act still in waiting of being executed by the government which is the one act that would actually end up saving all of us both the palestinians and israelis and would in the actually buying time for the dying body of that was that solution and we could go a month to recognize a state of palestine and hence the whole night its own policy of wanting to see two states the argument that the recognition has to come off that of peace has been tested for twenty seven years and failed this is a moment when we require leadership and leadership needs standing up to and saying no we mean the two state solution we would recognize this the two states we would give the parameters for those two states an

tom keene is off and francine is out on assignment. i'm going to hold on the four tier -- fortns are meaningfully below our target. i'm taking a look at the five-year breakevens. ira is on double duty doing my job and his job. ,hat type of inflation disinflation conundrum are we in? ira: inflation has not been a problem. almost everyone agrees we haven't seen the type of inflationary pressures that will be meaningfully high enough that the fed will have to hike significantly in the future. being the things that is -- i don't want to say misunderstood but is important to note, is what the fed did yesterday by being dovish, this is a management tool. we are worried that we might have disinflation and we certainly have not seen the type of inflation we expect, given the length of the economy where the employment situation is. we would rather deal with higher inflation later, because we know how to deal with that. we know we can hike interest rates quickly if we need to. let's air on the side of caution now so maybe we don't have to cut and do quantitative easing from 2020 or 2021.

fort hearing sentencing hearing is currently in recess. check me out tomorrow. now here's "the five." >> greg: i am greg gutfeld with jedediah bila, juan williams, jesse watters. she looks up to tom thumb. dana perino. "the five" ." what do you know? we are waiting the possible sentencing of paul manafort. first, so while you're hard at work, what are the dems up to? arguing whether they should condemn anti-semitism. what a strange place to be, debating how to condemn hate. yet for weeks they have been dancing around ilhan omar's repeated anti-semitism. house speaker nancy pelosi, miscast as the adult in this comedy, push the resolution condemning these slurs but bowing to the hard left newbies. she is dancing again. >> this one resolution addressing these forms of hatred, not mentioning her name because it's not about her. i do not believe that she understood the full weight of the words. i feel confident that her words were not based on any anti-semitic attitude but that she didn't have a full appreciation of how they landed on other people. these words have a history. and a cultural impact that might've been unknown to her. >> greg: so she is just ignorant. now they are revamp

fort hearing sentencing hearing is currently in recess. check me out tomorrow. now here's "the five." >> greg: i am greg gutfeld with jedediah bila, juan williams, jesse watters. she looks up to tomting the possible sentencing of paul manafort. first, so while you're hard at work, what are the dems up to? arguing whether they should condemn anti-semitism. what a strange place to be, debating how to condemn hate. yet for weeks they have been dancing around ilhan omar's pe

tom admit to shooting ashley. >> pretty hard to forget hearing somebody confess their murder and then getting away with it. >> to prevent any suggestion of taint or coverup, the case was turned over to the nearby fort police department. for the next seven months officers talked to witnesses both old and new and hired experts to re-examine forensic evidence and when their work was done, the d.a. decided to assemble a grand jury. >> what i want to do is i want to put all that information, as much as we can gather and almost use it as a test run. >> and they said? >> and they indicted him. >> i got the phone call that they indicted him. i just started crying. >> tom was arrested in indiana, charged with second degree murder and brought back to colorado to stand trial. ashley's parents were finally optimistic. >> i believe that they will find him guilty of murdering our daughter. i believe that's going to happen. >> you decided to believe it or do you really believe it? >> i really believe it. >> coming up, a powerful 1-2 punch from the prosecution. >> i heard him saying oh, my god, what have i done? >> i could hear her screaming get off me, get off me. >> when "dateline" continues. ons protect your pe