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i think your highest paying dividend yielders, if they have europe exposure, those dividends are going to get cut. so, look for good multinational companies that don't have huge exposure in europe, pay a modest dividend. those dividend will be safe, and i think you'll have some capital return plays there. >> reporter: as more u.s. companies report earnings, investors will be scrutinizing the reports to get a greater sense of europe's impact. for now, the hope is healthy sales in the u.s. and emerging markets will offset weakness in europe. erika miller, "nightly business report," new york. >> tom: three-quarters of the profits of our next guest's company come from overseas, and it's expecting double-digit earnings growth this year. david novak is the chairman and c.e.o. of yum brands, the company behind k.f.c., pizza hut and taco bell. david also is author of "taking people with you: the only way to make big things happen." he joins us tonight from the new york stock exchange. david, welcome to n. b. r., nice to see you. >> great to be with you. >> tom: profits from overseas, most of i

bernanke also knows if he's going to keep rates ultra low, he's going to drive savers to the high yielders. stocks like at&t, that quarter wasn't so bad, verizon, pfizer. he's sending you out of the fixed income aisle, wall street gibberish for bonds. toward the high dividend aisle. that's all good with me. uncle ben is unintentionally throwing us off the scent of what stocks to buy right now. his saturnine approach may not be in sync with reality. i know it not his job but he's making mine a heck of a lot harder. then there's the president. he has to say things are better but in the same paragraph he has to say things are still pretty bad because in the aggregate, the employment numbers are nothing to write home about. and let's not forget the republicans. they'd like you make you feel there is an obama-inspired depression going on and the only way to cure it is to give rich people tax breaks so they can create businesses. i'm not going to get involved in the politics of the moment. but the views of the republicans and democrats and ben bernanke don't jive with what american companies are

bristol-myers, a terrific high yielder. duke energy, a great utility.rtnership for oil and gas. annaly, you have to figure the distribution in, the stock has not done nearly as badly as you might think. enbridge, again, if you're buying the enbridge partnership that is like kinder, that's going to be difficult. and enbridge and kinder morgan are way too much alike. i would institute funds, cedar fair. they said great things yesterday. the stock has been breaking out. i would prefer that to enbridge. and i would make those moves and i would make them monday. again, talk to your tax professional. there are issues with these master limited partnerships and tax-free investing, okay. it does -- are very tricky. johnny in texas, johnny? >> caller: hey, this is johnny. my stocks are churchill, dwight, dollar general, mastercard and hasbro. >> man, speed record. i felt like i'm in the bonneville salt flats. a company i wanted to be able to professional. another undervalued company really getting hit. they were like the jar company. i liked to garden and use the

dividend yielders in the industrials, pharmaceuticals, still very much in play. >> somebody said to metther date, it is a crowded trade. so what? still getting the dividends. getting paid. >> everybody can stand around and wait for that dividend check every quarter. thank you, so good see you. david, see you on theminutes, t. >>> we are getting the bullish take from two money man jurors she see tremendous value you want to find the value in this market. >>> yet get ready to trade the close, show why investors should be paying very close attention to what's going on in the bond market. that is straight ahead. >>> we take a break, look at the refresh your market. bill and i come back, right after this. the two trains and a bus to the 5:00 arider.holar. the "i'll sleep when it's done" academic. for 80 years, we've been inspired by you. and we've been honored to walk with you to help you get where you want to be. ♪ because your moment is now. let nothing stand in your way. learn more at keller.edu. you have to dig a little. fidelity's etf market tracker shows you the big picture on how diff

it's been a low, steady move higher, and it's one of those big yielders, 4% yield at current prices.k about another drug company that reported. the ce o of eli lilly. 87 cents a share, six cents ahead of expectations. joining us is chairman and ceo john lechleiter. good to see you. >> good morning. >> the revenue for 2012 are you seeing the same for-ex issues or head casting the same pfizer is? did you bring down revenue guidance for 2012? >> joe we gave our guidance january 5th and as we're saying today, we're sticking with that. >> was that below? >> -- in terms of our revenue forecast. >> was that the first time, john, you gave guidance on january 5th? >> right, for 2012. we said we expect between 21.8 and 22.8 billion dollars in revenue. now, with the european currencies weakening since then, that may put a little bit of pressure on the top line in terms of sales in those countries. however, it will help our gross margin. we're sort of naturally hedged, so we're sticking to the guidance we provided on the 5th. >> and the other things that we always need to ask you about, how you'