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Transcripts For CNBC Squawk Alley 20160516

And you know, there really is an opportunity either around automobiles or Something Else that will create a next big thing, maybe not for a few years but i dont think at this point with a 2. 5 yield it makes any difference. The stock is up 3. 5 , the 13 filings are usually lagging indicators because the actions took place during the quarter. But you have icahn getting out, tepper getting out, berkshire getting in and we just got news that leon cooperman is getting in. Exactly. The buyers now, i think roger basically isolated the thesis here. Its not anybody who is claiming to have a great fundamental edge on exactly how many units are going to be sold or exactly what the trajectory of the next year or two will be for the business. Its about 45 billion or 50 billion in net income, give or take. It seems like a massive profit fool of a financially Stable Company and people are willing to say selling has gotten overdone. If you remember when carl icahn took his stake he had detailed proje

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