That key 3000 level again. Joining us for the entire hour nancy tangler from tangler wealth management, welcome, nancy. Thank you, sara. We are seeing a nice rally on wall street. What are you doing right now what are you buying . Still focused on the consumer the china news is good but i dont expect us to get a deal soon u. S. Consumer. Yes, thank you. Although china did pretty well according to coke. Yeah, great interview by the way. Thank you mcdonalds, home depot, starbucks, those are some of the names we like in the consumer space as well as coke, one of our largest holdings. Who do you think likes the bachelor more i didnt know tyler was a fan. Im a super fan. Anyway lucky were getting that show on cnbc. Theyre one of the best couples. The new show. Oh, theyre from the bachelor. Im lost. Kayla tausche and seema mody has United Technologies and josh lipton has details on potential app de apple deal in the works and diana olick. Kayla, lets start with you. Wilf, theyre expected to
Off with what were calling the twin pillarsprosperity tech and bio tech. The s p tech bio sector. And bio tech breaking out, now up 22 , so do you stick with these groups of stocks how much higher can they go . Guy . I think you do. You stick with them for sure, but if youre asking would you rather i wasnt. Answer the question. Ten seconds in the show, youre coming at me. Felt like a would you rather to me im sor richl bio tech i think weve done a decent job. Said it needs to 300 steve has been talking about bluebird i think it was up 10 today, but all these names weve talked about in the immune other pi space, you saw it happen with gilead and kite. It open it is the flood gates for m a and a lot of these stocks valuation wise are still cheap not least of which amgen and celgene. It was a recent bid underneath the market. Bluebird was the next one. Juno as well so you see strength there. I think they both could. They both benefit from tax reform and they could have lack of inversions
Cramer and david faber. Netflix surge. Stocks open higher as a big beat. Shares of Goldman Sachs are falling in the premarket despite what was an earnings beat. Dropping plans to replace obamacare. What that move means for the rest of the trump agenda, issues like taxes and trade first up, netflix is poised to open at a record high. Sub growth coming in much better than expected in the Second Quarter. That news overshadowing the earnings miss. Reed hastings on last nights Earnings Call. Anything notable beyond 5 million net ads in q2, alltime record for q2, up sequentially from q1. I think were seeing the rewards of doing great content, focused on the quality of the service are paying off. More than 1 million added in the u. S. Alone estimate was for like 600 k. People are wondering whether or not the shows are pulling subgrowth demand forward well see. I have to tell you this is one where i really this was a joyous Conference Call it was a great presentation. I found myself uplifted.