but when i look at health care and look at unh -- >> but. >> but, correct, i really like unh here whenre thinking about we're talking about cycles in the first block we're late cycle unh has so much momentum yes, it's up 3.5% year to date it's trading about 3.5 times forward. i think with a tight labor market, you know, unh will still benefit from all the tail winds i just mentioned, and it relates to hd, i mean hd had a really strong quarter this past quarter. net running profits were up 11%. i know the housing trades are slowing, but i think some of the housing adjacent names like hd, you know, the pro, they're busy. these contractors are very busy. there's not buying or slowing down but it doesn't mean the work on the homes are slowing. i would respectfully disagree. >> so, listen, united health care still one of our largest holdings it's 6-plus percent of the portiole me. so i agree we own it what i would say about home depot in the reduction, listen, you're betting they are going to continue to be able to pass on pricing to their customers rising inventory and slower transaction v

i have been buying on weakness things like walmart when this got hurt in their earnings, unh. have got a lot going for thrnlgs and i think, y think all of us who own meta are in pain, particularly going to the news today, but i think meta is underestimated. they will figure things out in the metaverse, in their reels and in their advertising algorithms, so i think the stock is very cheap here, so -- but i think there's also questions over advertising, and i think inflation will ease up so we'll see. we'll see. i think a lot of bad us? discounted in this stock right here. >> all right meta down another percent today, even with the nasdaq real. barb, great to have you, as always barbara duran. bba. >>> as we head into the close, take a look at what's moving right now. let's start with the dow because you saw the big drop, as i mentioned, in the final hour to down 200, although we did spend most of the day higher the high of the day was up 171 so not a very convincing bounce-back if you're looking at the dow. chevron, salesforce and boeing the big contributors on the plus side mi

was in the bushes in front of the house house and then on the side of the house, a little girl was unhath the bushes. >> two of the three juveniles were hurt so badly they were airlifted out. one was taken to the ambulance along with two adults. at this point, no word on anyone's condition or how the the crash happened. > >> let's take a live look outside. a clear day, but that is about to change with rain in the weekend forecast. first alert meteorologist darren peck will give us a preview of what is to come. >> let's get right to the details. beneficial, widespread. widespread rain. it is coming sunday and monday. it will be a two day event and this forecast is not budged at all. your take away on this, a couple of things things to be aware of. it will be enough that roadways will ge. get wet. you will have slick streets to deal with. there will will probably be ponding of water, especially in gutters that have not been cleared from the long months of no rain. there could be isolated thunders isolated thunderstorms on monday monday and there could be gusty winds saturday and again on

. >> unh mike. >> the guy asking the question said forever, which implies a long time.google hasn't been around that long i like john deere. that was found in the 1837 when you're doing calls you don't want stocks that are going to explode to the upside and you don't want things that are going to go out of business, either. >> our next tweet says with the continued strength of the dollar, how about a update on gold carter, how about it >> dollar's cracking here. extended bad week. what was up besides biotech and energy gdx, up 7.5% gold bullion also up. >> our next viewer asked, what do you think about cash secure puts in and? forward eps is 15 times. >> i like it this is one of the situations where you're looking at a name, the price has been significantly depressed and implied volatility is higher. the chart doesn't look so good, alabama i'm not the right person to ask about that. get somebody else on the panel who is. >> who would that be in raise your hand. >> i'll take a shot at that. >> i'm with mike. >> that's it >> that's it >> all right n put upext, we've got t

unh! woman: who's the ...? [door opens] hey. darren: hi. you're home early. caroline: yeah. i had a crazy, weird day at work today. had to call the cops on some guy. he, like, pulled out a crowbar and tried to attack me. hey. you did the dishes. see? it ain't so hard. darren: may i got to the restroom, please? caroline: are you asking me? ok. [door shuts] [beep] darren: every day's a struggle having a parale--a paraplegic wife, but it's worth it because i become the best version of myself. if i'm on "american champion," i'd dedicate it to my wife caroline, my legless love. well, uh, she has legs. they're just... [car approaching] [knock on door] darren: i can explain. i promise. tell them i'm not here. [police radio chatter] caroline: ok. man: caroline west? caroline: yes. woman: your husband is darren west? [knock on door] caroline: darren, i told them you weren't here. told them i didn't know where you were. you can tell me what happened. i won't be mad. darren: you sent them away? caroline: of course i did. i'm here to support you. you can talk to me. darren: i did a bad

unh! ahhh! oooh! >> stephen: grrr! ( groaning ) >> ooh! ahh! i am feast for worms!ou or me, since surely you came here to take my life and transform it, but to a death! >> what? oh, no, actually. >> stephen: what have you in your pocket? >> i just wanted to come by and return this roll of scottish tape. ( laughter ) >> stephen: the scottish tape? >> the scottish tape! that i borrowed from you last year. ahh! >> stephen: oh, no! oh, fie, i am a fool! oh, gosh. >> you have cut me to the quick! >> stephen: i totally forgot about that. sorry about the whole... stabby thing. >> ahh! it's all good. but with my final breath, i have one last request. >> stephen: what? anything. >> please promote my hulu series? ( laughter and applause ) >> stephen: you have my vow. check out steve carell in "the patient" on hulu! we shall return with steve carell! >> i'm alive! >> stephen: what? >> i'm alive! >> stephen: what? ( cheers and applause ) ♪ ♪ ♪ california, mountains, oceans, natural wonders, diverse and creative people. but when the out-of-state corporations behind prop 27 look

unh! ahhh! oooh! ( groaning ) i am feast for worms! or me, since surely you came here to take my life and transform it but to a death. >> what? oh, no actually, i just wanted to come by and return this roll of scottish tape. >> stephen: the scottish tape? >> the scott itch tape that i borrowed from you last year. >> oh, no! oh, gosh. >> stephen: i totally forgot about that. sorry about the whole staby thing. >> it's all good. but with my final breath, i have one last request. >> stephen: what? anything. >> please promote my hulu series! >> stephenyocred vow. check out steve carell in "the patient" on hulu. we shall return with steve carell! >> i'm alive! ♪ ♪ ♪ ( applause ) the stronger, lasts-longer energizer max. ♪ ♪ this... is a glimpse into the no-too-distant future of lincoln. ♪ ♪ it's what sanctuary could look like... feel like... sound like... even smell like. more on that soon. ♪ ♪ the best part? the prequel is pretty sweet too. ♪ ♪ juliana, big mac no pickeles extra special sauce and jimena, quarter pounder with cheese, extra p

. >> todd: all right, the ax man saying in part, "i'm not unh unhinged or psychotic, everybody is talking how i should be in jail, i did my 18 hours, what else do we want besides freedom to get a big mac and not be attacked with an ax. >> tomi: how does somebody have an ax in their backpack in new york city? not a lot of jobs require that, maybe i am mistaken, that is for you to answer. we're asking the motivation for democrats opening the border, what is motivation for democrats in no-bail policies? they have somebody wielding an ax in mcdonalds and think this man is not a threat on society? that goes behind the rationale of the lawless policies and think states would look at california and new york with no-bail policies and say this is not working out. you have illinois set to do more in the criminal justice reform come 2023. they are not learning their lesson, you get what you vote for and politicians and prosecutors and da's should be looking in the eyes of con constituents and have to answer why shielding thugs and felons is more important than average individuals that are their cons

you've got unh, jpmorgan, goldman sachs leading the way, but most stocks are in the red intel, can't out of its own way, not just today, but like the last few years we're ba rhtft ts.ckig aerhi >>> let's talk about tv. i mean, we're in the media, and there's nothing that the media loves talking about more than media, right streaming wars were front and center at this week's gulf coast communocopia example, disney's ceo bob chapek confirming his desire to buy comcast and suggesting that hulu's general entertainment will be available on disney plus when the company takes full ownership. listen >> whether it's, you know, the integration of hulu, which we would love to do tomorrow, if we could, obviously, takes a willing partner on the other side, at least before '24. but that's imminent, anyway. >> but brian roberts, chairman and ceo of our parent company, comcast saying, oh, not so fast. confirming his interest in the platform other big names are also looking to consolidate their content "the wall street journal" reporting that paramount is considering shutting down its showtime servic

>> we are already seeing it, there was a recent unh poll that came out today that said i was only downnts. i seem to be the strongest federal candidate in new hampshire at the moment. so i think what we are doing is working. i think, really, it is because of the democrats are doing. listen, you say that i benefit from those attack ads against me, but listen the polls show that it was about 30% before the attack had started, the attack ads happen. and actually my opponents ended up moving up because of the narrative out there was that democrats were trying to get me elected. so, i had outside republican groups attacking me, i have the democrats attacking me, and the democrats are going hard-core on me right now, on a single issue because they know that i'm going to talk about other things, they know i'm gonna be talking about inflation, energy cost, and i'm going to be talking about moving critical manufacturing back to the united states. >> john: let me go for column number three here, the main issue is motivating people to vote coming inflation high prices, number one and 19%. abortio

u&a have made a bid, unclear whether they did or not, change health care is a deal that unh still has looking for regulatory approval for but the overall trend here is an interest one, which is cvs becoming much more of a health care company we already know they are an insurer. but as as well now, 10,000 track i guessers, clinicians across all 50 states. mike, it does put them into a position to send people into their home, a new wave or new way of doing things in terms of medicine at this point for these larger organizations, all of which will continue to look, it would seem, for acquisition opportunities as well to sort of match. >> for sure. and interesting that the market does like the fact that cvs ended up with it in terms of cvs itself being up 1% the general idea i guess that the more of that kind of chain that you control in terms of patient visits, pharmacy benefit manager, all of it, if all of it's based on managing costs and essentially being somewhat efficient in how you deliver care, you have to just be right there and not just essentially have it passed along from other

unh in a deal to buy a nursing care, uncg you have signify health/cvs deal people wondering about thatld doj or the government try to block any of these deals? and even the amazon deals. irobot got a second request. unclear what the implications there are. maybe the vac consume goes around your house and sees things, reports back to amazon maybe you need a new couch, the rug is not looking too good. 1 medical is another one jim, we talked a great deal about m&a being heightened regulatory scrutiny at the doj, ftc. but companies may be willing to go to court and, as is the case here, win. this ruling came a bit sooner than we anticipated. >> i have to admit i was surprised at this. i told you i felt antitrust could prevail. there are many judges who are very pro business. and you're right, david. they don't favor anything t that -- or linum at ftc said we have a history of antitrust being active and the judiciary sometimes at odds so it was just a really good call how did it happen they drew someone in the judiciary who basically said, are you kidding me, come on. let's have mergers how

. $480 billion, good old unh >> they got their way. >> they got the change healthcare deal done >> rememberple are talking about healthcare costs going up it's just -- powell's playing whack-a-mole >> there's a lot of plates -- a lot of plates spinning, no doubt about that that said, crm, chevron, merck, helping to keep the dow's losses limited to 136 let's get to bob pisani. >> chevron, one of the few gainers of the year, so once again, high of the day, right at the open, dow is positive for about 30 seconds, and then went negative, we're sitting at the lows for the day it's hard to keep moving three-year is a -- two-year is at 410 right now the ten-year at 3.65, i see, hard to get the stocks up at those kind of levels take a look at the sectors oil is stable, around $85 the last few days, so that's up. a little bit of hiding in consumer staples and healthcare, not much tech's down as you can see in the transports that's another new low for the transports jim was talking about free fall. we're starting to hit some significant new 52-week lows in the s&p 500 in some big cap energy -- excuse