Apple about what trump is going to do. Is he really going to be that much antitrade . Everybody is watching that. I was watching the 60 minutes interview to see what he would say about trade. Nothing. Its still on watch. The goal for the stocks that are ea easy, the ones that he has talked about clearly with policy and thats, of course, health care, financials, and thats the place you should go. I think there is some tech stocks that are good to buy. Take a look at graphics. Well talk about that later in the blitz. Cavat, thats had a little bit of a bounce. The others why go there . Theyre easier ways to make money in the market. The point youre making, though, aaron, is you have to be selective. Yeah. Forget about buying these big bright in the lights names, the facebooks, the amazons. You got to go under the surface maybe two or three levels to find names in tech that you think could work. Yeah. I think theres a really powerful sector rotation thats going on here. I think its twofold
A little bit. You were negative on oil. Its gone up. Are you staying negative or has something so fund mentally changed youre saying i was wrong, its go up . I was obviously wrong. Im not sure if ill stay wrong, though and weve come such a long way its hard to advice folks to get in here especially with, you know, some of the signs that i continue to see that undermine this rally, brian. Particularly last night, the chinese trade data was bad and i keep saying that part of the oil rally here for it to sustain itself needs to be a strong asia and a strong china in particular and were just not getting that. You were spectacularly right before. You were one of the few people in the really negative camp and you were right. You were right before you were wrong, how about that . Im not running for office so i can be wrong thank you for that. I got some beach front property in arizona im going to sell you, as well. What would be the most if you had to pull out one bullish case and one bearish
2,094. We got to get to dominick chu. He has a market flash. Global retail now. Earlier in the past hour we told you the news about walmart taking a 5 stake in jd. Com. Theyre going to swapt businesses a little bit. Walmart giving over the china operations to jd. Com and getting a 5 share. They were up about 8 pat going into that trading halt. They are now up about 8 . So trading just a little bit below where they were when that news first came out. Just call to your attention what is happening. There again, michelle, all of this on that bit of news that walmart is turning over its walmart china operations. It now be operated by jd. Com. And i guess in compensation for that, walmart will get a 5 stake, approximately in, jd. Com. Back to you. Operating in china has been tough for a lot of u. S. Retailers. Home depot got out of there a long time ago. They were so frustrated. Absolutely. One more thing, of course, youre talking about dealing with this whole on line marketplace phenomenon
Very interesting is how the democrats are playing trumps bad week. And this is really key i think for the Republicans Holding onto the senate. Mark as you saw yesterday unendorsed donald trump. Bob portman is not quite there but moving away from donald trump after the comments about judge curry. We have bob courtman on the show later on. And whats fascinating about bob portman, he put out basically a call to potential donors that you have to give me money, please give me money because im being targeted right now by harry reid and a 20 milliondollar super pac to take me out as senator of ohio. The democrats think that all of these guys in these sort of marginally red states or swing states. Purple states, could gite way, they think those guys are vulnerable. Kirk is one, portman is one, and what theyll do is try to attach them with donald trump and some of his outlandish statements, particularly this statement about judge. And thats what theyre worried about. Now, i would ask bob portma
Of 491 million in total compensation dauman brought home from his past decade running viacom. Among the iest of all ceos in the country over the past five years, particularly shocking considering viacoms underperformance. Par underperformed s p 500 as well as redstones other media giant cbs, and look at compared to viacoms market cap over the past decade. Amazing this, this is not daumans first golden parachute. Reportedly paid 150 million back in 1999 when cbs merged. Now soo fe they combine yet again to bring in min medvez to both companies. And with us as well, ubs private Wealth Management and one of barrons top 100 financial advisers. Steve weiss what do you do . Highest paid ceo over the past five years. Viacom shares up 8 over that period, over the last three years down 43 . Look, this is so clearly a Corporate Governance issue, because the ties between philippedauman and ceo and personal ties with redstone, too integrated to be able to distinguish. Definitely isnt being rewarde