interestingly enough, tim wentworth came from express scripps.been the ceo of express scripps before that was sold to cigna and then he retired. he says he's come back here, but doesn't envision having a pbm for walgreens. he thinks that they can continue with the strategy of trying to sort of be someone that can work with everyone and provide services for everyone. carl? >> huge story, bertha. obviously, indicative of where the dow is, although we are managing gains of a couple hundred points despite that. bertha coombs this morning. >>> take a look at the road map for the rest of the hour. first of its kind from a pharmaceutical company. lilly taking a big step to go direct to consumers. dr. scott gottlieb will join us to discuss what's at stake and health care overall. >>> apple gets another downgrade. a ton of big other analyst calls out today as well. we'll break them down. >> walgreens cutting its dividend almost in half. what's ahead for dividend paying stocks in 2024 when "squawk on the street" continues. trading at schwab is now powered

this is the wentworth bounce. it didn't seem like it dyeing industry.uld have really help. of it means many of the righted stores get shut down. that would certainly give walgreens a chance to continue the transition to healthcare. plus, there is a belief that pilferage might be coming down but who knows where that came from. cbs headed -- cvs headed decent come back. i want to bet on a season healthcare program. and then chevron. if you live by the aisle we will sort, you will die by the wheel soared. and tumbling from the 90s to the 70s, there is not much you can do about it. the market produces so much oil that a war in the middle east can't push up prices. i'm impressed it was down 17% for the year. this is a tough one. the third and fourth biggest losers on adele are doppelgdngers. johnson & johnson and 3m. they have the same problem with litigation. dog by the inability to put these to bed. and asbestos is linked to cancer. and crushed by forever chemical problems also cancer. and the earplugs. hearing loss just intended for veterans. both with sp

wentworth told me the sale of boots uk, which was long rumored, is also on the table as he focuses onake of accusation sku health services he is very much committed to. >> julie on netflix, where i have the call from j.p. morgan on hand here. $510 is the price target of 470. why are they doing this? >> well, netflix shares are up going into the close on the j.p. morgan note. reiterating with the $510 price target, despite the fact that the stock had gained about 30% cents reporting strong third quarter earnings. that is four times the growth of the s&p 500 over that time period. now bullish that netflix has the ability to accelerate revenue growth, expand margins, and drive multiyear free cash growth. they point to a couple of things, including page sharing, saying that after two straight quarters of strong subscriber growth they expect the benefits to continue for several quarters moving forward. they also point to the potential around building scale for netflix's new added tier as well as bundles for new internet service providers such as verizon as well as bundles on devices. netfl

tim wentworth is the real deal but at 22 i'm so tempted to pull the trigger. i just don't know what to do myself. i just don't know. why don't we go to -- i hate to just punt but that's better than a lot of guys i saw on the eagles. let's go to blair in pennsylvania, please. blair. >> caller: boo-yah to you, jimbo, from northeast philly. been there my whole life. >> really? i got most of my ma's side is over there. what are you like gw and northeast? which schools? >> caller: lincoln high school. >> lincoln. a little up -- okay. doing better than us. that's okay. i don't mind that. what's going on? >> caller: tell me about palo alto networks. bought it at the all-time high -- >> what do you need to know about -- first of all, we've got a billionaire ceo, nikes arora who's running circles around everybody but crowdstrike. can a stock go down? yes. but is that company -- it's like 47 billion different hats every day at jpmorgan? remember, they only have to get through one. jpmorgan's got to stop everyone. that's why you need a company like palo alto networks. in

seeing the dividend cut as a rational move by new ceo tim wentworth.ht be worth a second look especially if the stock's been obliterated. i am very intreethd about walgreens. total pro, seasoned operator. i like that. next on the nasdaq gnats list we've got multiple utilities. only four utilities in the entire index yet three of them were among the worst performers. i'm not surprised given that these are all dividend stocks and the yield plays got killed last year tharngz to the relentless rise in interest rates at least until it peaked in october and the whole situation turned around if you believe long-term rates have truly peaked and the fed's ready to start cutting short rates then this could be a great year for the utilities now the worst of the group excelon didn't bottom in october because the stock got hit again in december when they got an unfavorable rates decision from the state of illinois. very troubled. let's say a hornet's nest when it comes to the government there. one of their most important markets as the marinate company of chicago u

if you just look at, um , wentworth you just look at, um, wentworth and dearne , which is bits of andy, the conservative vote grew, labour collapsed by 24. the difference became 2200 and the brexit party he took 7000. well, that would have been another conservative seatif have been another conservative seat if that is replicated in a very close election, it will hand the keys of number 10 to keir starmer, to the labour party , who i have no idea what party, who i have no idea what they stand for. i don't have a very clear idea on what the reform party stand for, except for they're not the tories and they're not labour. there's a lot of good messages in there , lot of good messages in there, but when it comes down to the nuts and bolts of policy, they don't have the background, the experience to formulate them. and i'm worried that there is a naive t there about right naive t there about the right politic of what affect them standing against conservatives is going to have. >> well, i'm very fond of the set up at reform uk. of course, nigel is a friend and highly respected colleague. he

thomas wentworth higginson one of the finances of john brown's a blood he abolitionist insurrections5 years later gave it child credit for his youthful conversion to antislavery work. massachusetts senator charles sumner cited child influence in starting him down the road a passionate abolitionism that would lead decades later to him being beaten unconscious on the senate floor. and what of the proud bostonian who refused to read the appeal fearing it would make him abolitionist? he was a respected minister whose income depended on keeping his wealthy congregation happy. his wife and daughter had been converted by child's arguments. i imagine them emboldened by the appeal female author. i envision the minister herod by antislavery arguments as he sits at dinner pursued by evidence of racial equality as he tries to escape to his bedchamber. how many more people among boston's polite society said at dinner parties hearing their house rave at the audacity wondering to themselves whether she was right? i'm on the outrage parents who canceled their subscriptions to the juvenile miscellany

thomas wentworth higginson, one of the financiers of john brown's bloody abolitionist insurrection. 25 years later, gave child credit for his youthful conversion anti-slavery work. massachusetts senator sumner, too, cited child's influence in starting him down the road of passionate that would lead decades later to his being beaten unconscious on the senate floor. and what of the of the proud bostonian who refused to read the appeal fearing that it would make him an abolitionist. he was a respected minister whose income depended on keeping his wealthy congregation happy. his wife and daughter had been by childs arguments. i imagine them emboldened by the appeals female author. i envision minister harried by anti-slavery arguments as he sits at dinner pursued by evidence of racial equality, as he tries to to his bedchamber. how many more people among boston's polite society sat at dinner parties, hearing their hosts rage at mrs. childs audacity, wondering to themselves whether she was right. among the outraged parents who canceled their subscriptions to the juvenile miscellany. how many

. >> one of the things that's important and jim wentworth from walgreens pointed this out, you don'tbe expensive. you'd like to have it paid for by medicare. right now they can't do it. i think, carl, everyone is worried about how people might drop out. people don't like to have a shot once a week. there are people who think they've lost too much muscle mass. i'm going to speak to regeneron today where they think they have something that only affects fat, not muscle mass. right now you could lose -- let's say you lose 22% of your weight a. huge percent of that is muscle. if you're older, that is not good news. >> that continues to be a real question i think, jim. one reason why you may not see it used is not quite as often in the elderly population, given their need for muscle mass. >> not vanity. >> no. thinking of genentech and amgen. remember 30-plus years ago, these were biotechnology. that was it, amgen and genentech. i would point out, amgen's market cap, the same as pfizer's. identical. >> right, but one is going up and one is going down. the latter, dr. bourlo would have to a

she is so enamored of walgreens here, because she believes -- you get the stock at $23 -- that tim wentworthney manager. amazing moneymaker for money managers. so, watch walgreens, and there's also -- there's so much about what's going on in so many different areas. health care is probably the most in flux i have ever seen it. and so many companies need to buy so many other companies, but watch walgreens, because this guy is a miracle worker, and i may be setting the standard a little high for him now. >> if you missed lisa gill, sort of raising the curtain on the health care conference next week. take a listen. >> one of the things to think about when you think about pharmacy, it's the highest touch point of anything in health care, and it's been proven time and time again if you can keep a patient adherent and on the medication -- think about glp-1s. >> topical. >> yes. by the way, you know, there was a lot of misinformation about the lilly call yesterday. one of the reasons why the stock was up and finished down. all they were saying was, look, we're going to use traditional places, place

tim wentworth doing a great job, but i think people feel they have to bite the bullet and take more thandend down. it is challenging. chall challenging, that one. >> shares of paypal have had a very nice move since our interview. >> you turned -- the stock was down. i watched the stock. i watched. it was down, down, down. he came on, very humble, and the next you know, you got a full-scale reversal because of your interview. >> there it is. i mean, it literally was the moment he started. we started the interview, and this is a company that has not performed well at all. there were four major downgrades over the last couple of weeks. that's where we started the conversation. but he made it clear that things are going to change at paypal. obviously, you have to execute on that change, but take a listen. >> we have done too many acquisitions over the last few years, and we have been defocused. it was one of the things i noticed when i came in a hundred days ago. we've got a lot of priorities. we've narrowed those down. five key priorities, all focused on profitable growth. and so, i think y

. >> ali wentworth is one of those people. she could watch that all day long. such a great movie.ld identify those at a high risk of alzheimer's disease. our medical correspondent dr. darien sutton is here with more. dr. sutton, tell us about this study. >> exciting times. we get to see the results of some of this research that scientists are heavily working on. this is for a diagnosis of alzheimer's. it affects more than 6 million americans today. it's projected to increase by the year 2050 to double, to more than 13 million given our aging population. it's important to understand first that alzheimer's disease is due to a buildup of abnormal protein of the brain that causes symptoms. right now the screening tests available include things like cognitive testing, brain imaging, even spinal fluid analysis. this new study shows a possible simple blood test can replace all of that in the future. here's what we know. part of this research is this study has found biomarkers in the blood, specifically types of protein, have found to be associated with those with higher risk of alzheimer