they combine 7% of ual shares. pete you have been bullish on this name for awhile. >> we talk about the big three and we have seen some of the great performances of the other guys and we have even seen the talk about the potential merger going on. you look at ual and dal and american airlines and you see underperformance in the overall picture. we look at some of the share performance recently and they look fantastic but when you think about where they trade right now, you look at the valuation of some of the names i would think that ual, we said this yesterday, i don't understand and i think this name should be a $70 stock. >> well, it's been a tough environment. but that hasn't stopped our next guest firm from turning in a solid 2015. they have an annualized return of 24% since inception and is up for an investor choice award tonight for its long-term performance. you invest primarily in the health care and consumer sector. two areas we talk a lot about. how do you view health care? >> it's a turbulent time as yo

. >> wanted to mention ual. in part just because of the calendar.eir annual needing. the deadline is not far away from having to file a proxy. i mention that because you may remember para and altimeter getting together, nominating si there was going to be a settlement between ual and these shareholders, who nominated the six directors, it would have to come soon. we'll see if we get something. mr. munoz just having taken -- they came a week before he took the chair back after his health issues. they had yet to put up a white paper. they put up a website, but yet a white paper. we've been waiting for that certainly speculation that they're getting closer to a settlement. if they're not, they'll have to go full steam ahead. that deadline is approaching. they put up their directors. it's not too far away. >> is there any sense, david, of how the exiting shareholders of ual are feeling about this? do they feel these guys are speaking for them or just let's wait and see? >> listen, the parr guys have significant experience in the airline industry. people

encontró el calor de hogar en maritza y su hija que al ual que delmy, abandonaron su país al ver su vidajos de la violencia. las tres, aunque comenzaron en senderos distintos hoy el destino ha cruzado sus vidas. maritza "mi hija ya va a tener un futuro, se va a graduar y todo eso, eso es lo que yo deseo más, que dios me de esa bendición para salir adelante y darles un futuro a ellas" lorena/2shot --nos inform juan francisco ramrez lorena/top vo ---y precisamente en el salvador, el repunte de homicidios ha hecho que las funerarias expandan su negocio.... ---segn las autoridades, en lo que va de este aÑo se han reportado mil 300 homicidios, esto es 118 por ciento ms que el año pasado.... ---los carpinteros tienen que trabajar los 7 das de la semana ante la demanda de ataudes, ya que reciben rdenes de ventre 50 a 60 fretros por semana.... lorena-take vo --- en panam...el presidente "juan carlos vare" pidrespeto pa su pas, tras las acusaciones de que sa nacin es un paraiso para el lavado de dinero... --- el escndalo, conocido como "papeles de panam", denuncia la existencia de parasos fiscale

when you look at the multiple now on ual, very cheap.f they can get this thing together, and the dow or headwinds actually do go to the side, this stock is going to 70. >> steve weise, ugly guidance from hertz. ugly stock chart from hertz. avis down 8%. >> like clockwork. >> the uber effect? >> i believe it is. the uber effect, lyft effect, and car sharing. so it's completely different industry. we were just talking at the desk about all these dynamics changing. it's front and center right here. so despite it being a three-horse race, one private company and these two public companies, they can't get pricing right, because it's out of their hands. because the capacity -- let me stress one thing with pete. american on the same day comes out and says, okay, our revenue per miles are growing, and the reason why ual is doing okay, as you know, because they've got this campaign. exactly why they're there. >> isn't hertz and avis a big hedge fund? >> i was literally just going to say hedge fund paint. >> no -- >> heard hertz was -- >> i know a

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circumstance,ual the court appeared to be seeking compromise that would allow them to settle the latest challenge healthcare law. joan, which of those two was more significant? labor union case definitely, gwen. but those two incidents you referred to signal that this is a court that's very much on pause and the justices butselves don't like it first, for the union case, this is something that was argued the justicesd when took up this challenge to california -- group of teachers who didn't want to have to pay what are known as fair share fees. thehey don't want to join union, they still had to pay some money because of the collective bargaining the union do.d challenges on first amendment speech rights, and the justices asked for this case to come up there because the conservative majority with been chomping had at the bit for this case. it argues in january. court willke the side with the challengers and say you don't have to pay these fees which would undercut the power of unions. lo and behold, a month later, february 13.a dies they're deadlocked and stacks of briefs, they end up is

ual 4:42 is the time.im coming up retail giant targett g facing major backlash thisasth morning.s new policy that hasat h thousands of peoplef ppl boycotting. >> first mike and erin backrin b way check of your traffic and weather on the 5's.'s. wake up it's monday morning.yni after this. i don't believe that big money can buy votes -- not in our district. and i won't claim to have single handily passed just about every bill in annapolis. we can't settle for the same old politics, not when our basic rights are being threatened by trump and cruz. i'll stand up to their bigotry and be a passionate voice for maryland women and families. in tv and in business, i built relationships. as a woman in the house, i'll do the same to get things done. i'm kathleen mathews and i approve this message. z1yorz >> ♪ >> oh, goodness. developing this morningor another scare on metro.scare ont you can hear the screams.scre happened saturday night on the e red line. l smoke was reported inside theide tunnel and on the train.ra metro says it may have been havb caused by an electrical arcin arcing. the

ual, american, delta, and hawaiian taking a hit. deutsche bank says it prefers the mystic headlines not exposed -- domestic airlines not exposed to domestic -- business travel. gm, ford, and fiat reporting sales rose by a smaller than expected amount. toyota reporting an unexpected decline. tesla going higher after the introduction of its model 3, and getting 198,000 orders. that is what elon musk tweeted earlier today. hotels are in focus, not in transportation, but in travel, one could argue. ambangnese group led by insurance with join its takeover bid for starwood. marriott is the last one standing in the takeover fight. david:: thank you so much. let's check the headlines on the bloomberg first word news. ramy inocencio has that from the news desk. ramy: first, president obama says the nuclear pact with iran has achieved substantial success. he spoke at the nuclear security summit in washington dc. take a listen. president obama: we have seen real progress. already, iran has dismantled two thirds of installed centrifuges. it has

ual >> it's not about pigmentation. it is contextual.es you might be seen in one way in one community and another way and another community. many latinos and mexican experience that, but it's not just about how the individual sees themselves.'s we could be mistaken about our history and how we actually operate in the social world. it's also about how your scene by others. sometimes others can see you better than you can see yourself the way others see you is going to have a huge impact on your job prospects in your educational success and so on and so forth. so, i think we need both to attend to the subjectivity and t the objectivity.hologists there's been research that show the differences of political power and economic power and tht social psychology has been showing there's a different way of interacting. we have with other people, that white people also often have different habits and practices who we pay attention to, whose t books we read, who we attend to, who we, who we take seriously, who we give credibility t

bites --la medida cobija tambien a las parejas del mismo sexo, ual que quienes tomen la decision de adoptarr ciento de su salario por maternidad, ahora el 45 % restante seria pagado por los empleadores... bite el supervisor wiener indico que estados unidos es uno de los 4 paises junto con nueva guinea, que en el mundo no tiene garantizada la licencia de maternidad paga. --y la medida ya tiene fecha de nacimiento.... enero de 2017. angel --vale la pena aclarar que esta medida es valida solamente para empresas que tienen al menos 50 trabajadores... --y para negocios con 20 trabajadores o mas ejerceria en 2018 --activistas esperan, que como un bebe, la medida crezca y los padres de las demas ciudades tambien logren este beneficio... take vo / cesar --- contina el escndalo de la mayor filtracin de documentos por supuesta evasin de impuestos, venta de drogas, trficos de armas qu hacen las autoridades panameÑas al respecto? le contamos --- take vo / cesar --- cifras sin precedentes, el nmero de salvadoreÑos que huyen de la violencia en centroamrica sigue aumentando, le tenemos el reporte en breve

if we look at the biggest laggards in the s&p percentagewise, ual coming out with earnings, and in particularr revenue per miles flown. mattel, week barbie sales, and travelers -- the only problems he and casualty insured in the doubt, 6% on its earnings falling by 17%. that is the downside of the earnings and mover equation. if you look at the plus side, it is mixed between earnings and other type of news. viacom, the best performer today, it does not have to do with earnings. health rising, and then getting after bloomberg reported black stone interested in buying concordia. united rentals rising in the wake of earnings as did under armour. it's worth mentioning what happened with oil prices today, since we did see a significant downtick, down 1.5%. overall formatters stocks. finally, the 10-year note in that streak. a losing streak for the 10-year, 1.87%. we are starting to see inflation expectations rushed up a bit. we've got dave wilson from our bloomberg news stocks team. you always tracked the earnings really closely. where are we? have passed the point now that 20% of the companies, 1

should look at the fact that they have a lot more people who see tweets somewhere in the twitter.com,ualn so they have more users than active users, but if the brand marketers aren't coming in, then that argument is not resonating with advertisers. have 500t says we see ourusers that tweets, but we are not able to monetize them and go to advertisers and say this is our audience and advertises are not buying it. they can't measure it. f you watch tv as you say, they can't seem to turn that around. super users and high profile users, but to bring up a good point, if tweets are seen by everyone, but then there is a limitation to that service. >> that's right. if you are twitter and an advertising salesperson for twitter and you say i have 300 million registered users, but 500 million that sees our tweets all over the place, that advertiser will not pay unless you can measure and demonstrate that they are there, so they're having a very difficult time monetizing that. we see it in weaker than expected guidance. scarlet: i wonder what extent twitter is used as a political tool overseas. it wa

. >> we mentioned ua, how about ual?, strong play here, customers affected by low oil prices. some of these airline stocks trade inverse of the news. we have a serious challenge going on there. >> we do. i pointed this out on friday if you look at the calendar f there's going to be a settlement in the ual fight now, the one where they want six board seats, you would expect that would be coming in the next day or two. soon they'll be within 60 days of the potential. haven't set the meeting date yet, but the calendar is tight on that. >> i think delta will have -- the airline group and the banks share a couple things. delta selling at six times earnings. no one believes. i think the airlines are very inexpensive. the banks are not inexpensive if there's no rate hikes because of the big drag that they have just on earnings power. you know, they always used to joke when they turn the lights on they make money. but they don't make nearly as much money as they used to. the airlines are making a lot of money. >> the banks are m

ual outbreak. it is the tiny bug with the sometimes devastating bite.h. >> everything we look at with this virus seems to be scarier than we initially thought. >> reporter: officials for the centers of disease control and national institute of allergy and infectious diseases painted a dire picture. zica virus is transmitted by the 80s mosquito. so far there have been 300 known cases in the u.s. all over the country. those cases believe to involve individuals who traveled to country where is the zica virus is known to exist. it most notably causes birth defects. babies born with abnormally small heads. it may be linked to a nervous system condition. the tiny mosquitoes are headed north for the summer. we they not be prepared. >> this is a very unusual virus that we can not pretend we know everything about that we need to know. >> reporter: already in texas blood banks are taking precautions. >> people who always donated blood are having to defer even if they went to mexico for a day. >> reporter: all of this will require resources, the administration say

pete, long ual, what are you looking for?> looking for upside in there. >> this is exactly what everybody was afraid of. >> this is the laggards. delta and american outpaced united over the past few years. you look at this name and i think some of the moves today, some of those board moves today, that they've made, some of the activists got a couple of seats. they didn't get all six, they got two. i think that's going to change things. there's more expertise on the board now. >> does that increase demand? >> i don't know. but i think the problem is, by the way, i think that some of the discounting, i think some of these guys have made huge mistakes along the way. when i travel, every flight is still full, and i travel a lot. >> when you look at who's outperforming southwest, i think when you look at these through the prism, not prasm, through the prism of all the airlines put together, you've got to go with the outperformer. i think you have to stay with luv. if you want to trim, trim. if you want to get long, i think you sta

ual so we have on the map the incredible power was map and user friendliness is this is book banningeading material complex so there are 220 of these and over o ten years that you started in 2005, some of them reached further back. but it's thingings that i see in the news and pull out here but conflicting. 20 of these and unjust compel support for those who choose not to fair the chocolate war. you may not have read it but one of the most challenge books or what about people who say i don't think i should pay or for it or o i don't think my children should read adventure of huckleberry fen and balance it with people saying these are very valuable books to read. governments is making a decision on what to read and human origin. creation versus eve louis but there's a problem that leads to inequality so you teach evolution alone automatically creationists feel like they're second lass citizens and religious discrimination but you add creationism and you add religion so you can't treat all of these people equally. also i think couple of more small critiques krowcially important to prot

ual is declining after one metric of its revenue is falling. it's down by 11%.ttel were disappointing and rockwell collins is another one coming in below what anna -- analysts were estimating. within the dow, some of the laggards includes travelers the only insurer in the dow, down by 5.5% and arise in lower on a second quarter focus. -- forecast. american express is also in the dow but doing better after its numbers beat estimates following on the heels yesterday of discover financial. scarlet: thanks so much. let's check in on the blurb -- bloomberg first word news. we have breaking news at this hour -- authorities are investigating a death at paisley park where pop super par -- superstar prince has in recording studios. the carver county chief sheriff deputies tells the minneapolis star tribune that the investigation began this morning. he said officials are withholding information about the identity of the deceased person until next of kin has been notified. a news release his fourth coming but tmz is reporting that prince has died. that has not been confirm

neil: ual is suddenly in a world of hurt here because revenue could weaken a little bit.n you hear that, major airline talking about revenue weakening, you have to wonder, is it weakening because people aren't really into flying? they're scared of flying. or just cutting back period because they're scared that something bad will happen with the economy, like turn south fast? we're all over it after this. so what else is new? how's your mother? umm..she's doing good. she needs more care though. she wants to stay in her house. i don't know even where to start with that. first, let's take a look at your financial plan and see what we can do. ok, so we've got... we'll listen. we'll talk. we'll plan. baird. innovative sonicare technology with up to 27% more brush movements versus oral b. get healthier gums in 2 weeks guaranteed. innovation and you. philips sonicare. save when you buy the most loved rechargeable toothbrush brand in america. >> welcome back to neil cavuto "coast to coast." i'm lauren simonetti. we were expecting to see the worst earnings season since the financi

delta is gaining, american, southwest, and ual all putting up gains.r stocks. reporter: we have two chip stocks on the move, seagate, after they announced the fiscal quarter to the downside. it was amiss by 20%, growth margins expected to be less than 2.7%. the weakness came in march. this includes john roy, who cut estimates and price target and is reiterating his cell rating. ,retty strong selling pressure selling seagate technology down to recent lows. another chip, intel. this is michael mcconnell running the company will miss its first quarter midpoint in the report next tuesday after the bell. mcconnell his full year 2016 outlook, coming on week demand and a bearish cross. there could be a serious downside headed for shares of intel. jonathan: think earnings in full focus on wall street, regulatory issues, the fallout from deutsche bank mirror trading scandal. the about systemic failures they -- they have found systemic failures. this is between 2012 and 2014. we have been digging into the internal documents. what have you found it so far? report

>> keeping the jobs in the united states and, you know,ual around change. >> reporter: who are you thinkingoting for today? >> kind of leaning toward trump, you know. >> reporter: what would make your decision? >> just if he -- -- like i said, keeping the jobs in the united states and it's change. that's all i want. >> reporter: that's what you're looking for. what is your name? >> jacob. >> reporter: jacob, where do you live? >> i live in new berlin. >> reporter: are you a student? >> i am, yeah. yep, i go to milwaukee lutheran high school. >> reporter: terrific. so this is your first time voting? >> in the general i'll be able to vote. >> reporter: how exciting for you. who would you like to be the nominee on the republican side or democrat side? >> i like john kasich. >> reporter: okay, what do you like? >> i like his more moderate views. i like that he can beat clinton in the general. i appreciate that fact. >> reporter: even though he's not doing too well. >> no, i think in a brokered convention he has a thought there. >> reporter: brokered convention, that's one of the things we're he