tv After the Bell FOX Business April 21, 2015 4:00pm-5:01pm EDT
tyson, they're all under pressure. [closing bell ringing] liz: here comes the bells ringing as oil moves into after-market session after the coalition airstrikes will cease for now. although former u.n. ambassador john bolton on fox business says don't expect this to last more than 24 hours. look how stocks finished up. dow jones falling today, couldn't make a go of it down 81 points. off the lows of the session. nasdaq saw the gains. although russell 2000 in the last minute, david, can't quite make it in the moment. david: one out of four ain't so good. we have it all covered. "after the bell" starts right now. liz: let's get right to today's market action to see if we can make you money today for tomorrow. we have jordan kimmel of invest view. jordan is here to tell you the number one thing you need to sell right now.
mark luschini of january any montgomery will tell you which two countries he is betting on. todd horowitz from the cme forgive us if we interrupt you we have chipolte and yahoo! for numbers. the mood was driven by what? it seemed like a bit of a confused market? >> hi, liz, hi, david. ibm earnings were not great. that had much bigger weight on the dow which is why the dow was down. the market is in really confused state. they run up to the top which we are right now, then they may sell off again. right now there is no real rhyme or reason. everyone is waiting to see. a lot of guys like me, hey the market should go down. not a reason to go up. tough chase yield. can't fight the fed so they try to push them back up. if you look six months, 2,000, 2100 s&p. 17,000 to 18,000 on the dow. that is where we've been back and forth. that is where you see, especially earnings. confusion based on numbers.
what we expect going forward because the forward look will be more important than anything else. david: jordan, it is true we're doing seesaw action in couple months. ondown days recently we haven't been testing new lows. we've been finding a low at about 100, maybe two pun points below 18,000. that is good news, isn't it? >> not only food news, david, but we're seeing absence of new 52-week lows on companies themselves. so you want to look at internals of the market, the advance-decline line surprisingly strong. we think the market should be getting tired. it's just not new lows basically disappeared. that is internals of the market are actually very healthy still. liz: healthy still. mark, do you see it that way or do we need to turn our attentions elsewhere? hold on one second. adam shapiro has chipolte numbers. >> a beat on earnings per share, liz. street was expecting $3.66. revenue though was a miss. even though revenue was up
20.4%. street was expecting 1.1 billion. here is something from the release. quarter was not without its challenges as we suspended one of our primary pork suppliers and are exploring options to increase size of pork that meets our high standards. liz: chipolte mexican grill is moving lower. the bid is slightly higher. david: the ask now is about 4.7% lower. they did say, liz, that the first two months of 2015 because of all that bad weather were going to be bad. we got a lot of accounting from some of their u.s. stores, particularly those of course in the northeast saying that the sales were going to be way down. apparently that did affect revenue. liz: back to you, mark. if you're looking at ways, places to spend money when it comes to stocks, are you looking still towards the united states? >> in fact we're not, liz. the increasingly, we have taken the view that valuations in the u.s. are full and therefore we're looking for better
valuation support and markets outside of the u.s. principally in europe and japan. in both cases tremendous valuation discounts to u.s. equity counterparts and we think conditions there in europe are clearly improving than before. liz: ask you about japan. i get europe but japan has been in several decades of a people -- anemia. when it comes to people believing it would do exactly what you say. they're very well-valued yet nothing ends up happening. is it abenomics that will propel economy? >> clearly japan is widow maker last couple decades. i do. shinzo abe's policies and fiscal and monetary thrust are exceedingly important. carrying out the third arrow, opening up market, better corporate governance. i think companies taking on shareholder approach but share buybacks and dividends as well investing in opportunities
overseas. as a consequence, principally we like the japanese exporters with the yen being devalued as badly as it has, we look for the market which is cheap and has been cheap for a long time to finally be unlocked. as a consequence we're bullish. david: todd, we're talking about widow makers here. no group of stocks or commodities is more of a widow maker looking at beans and grains. you say they have hit a bottom. why? tell us why are and where opportunities are with the commodities? >> well i think we take a look at the space, they have been really trashed over the last few years. we had way too strong of a dollar, we had excellent proking conditions, bumper crop, new chemicals grow faster. everything put is a new position. they pounded grains pretty good. brought them down to new contract lows couple months ago. corn was 8 pine 50 two years ago. now in the high three hes. wheat was over $13. now in the mid fives. soybeans were up at 18.
now they're nine. places like chipolte have to use the products. we have taken every bad shot the market can take. we have excellent weather conditions and -- david: very quickly, todd what is your favorite play with commodities right now both on the buy and the sell side? >> my favorite play is sell cattle and buy hogs and buy corn. liz: okay. let me just say, yahoo! numbers are out. as we vetting them, we put up stock reaction at the moment. remember the expectation for the street, 18 cents a share. the whisper number, 19 cents a share. revenue 1.6 billion. adam shapiro has the numbers. >> miss on earnings per share. 15 cents adjusts earnings per share. the street was expecting 18 cents. ex-tac revenue was 1.04 billion. they paid 183.1 million for traffic acquisition costs. again a miss on revenue. 1.04 ex-tac and street was expecting 1.06. liz: jordan, if i see one more
headline, quarter after quarter is honeymoon over for marisa mayer, ceo, part of that is a this was not a good quarter. >> how the stock reacts to the news. not a favorite company. but for a miss doesn't look like it is getting hard. the chart looks like it is bowing higher. you know how selective i am. it is not on my list, for a miss to see it down a dollar that is actually showing some strength. david: all right. todd horowitz, one of the weird things about yahoo! they traded in all the alibaba stock worth $16 billion for the tax-free entity, some called spin company. shows you two things in my mind. shows you perhaps the stock is overvalued, both yahoo! and alibaba. the tax structure in this country is so screwed up the only way you make money creating a non-profit entity. >> now that is the truth because, we are so screwed up with what we're doing.
of course we've seen that, in a number of companies but yahoo! being one of them. they have been able to get away from all these things. it makes absolutely no sense when you really look at it. that is the problem with, we on balance tax code wakes it up. when you have to manuever yourself to get the money back for nothing and rather than paying tax. it is something that has been created. they're able to do that, make it work for them. at end of the day, everything should take whatever advantage they can. ask elon musk what he does with all his companies. david: gentlemen, good stuff, thank you very much. >> thank you. david: meanwhile poultry producers in multiple states are bracing for more losses as very highly contagious strain of avian flu forces farmers to put down millions of chickens and turkeys. how far-reaching will the impact be and now far will the outbreak spread? we have a doctor from wisconsin council of agriculture trade and assistant state veterinarian. that is a mouthful.
doctor, first of all, this is the first question that bothers consumers, will infected birds poison the meat for consumers in any way? >> no. no infected birdses will enter the food supply. there are testing for any birds that entering slaughter plants and all flocks are tested before they're processed by state or federal inspectors. david: so there is no, i'm just curious if there is any chance at all the birds being killed, millions of them being killed because of flue, that they might get into the food supply? you say that is impossible? >> that's correct. any birds that are killed or depopulated are disposed of, either on sight or in a manner that won't spread the virus. david: we saw the direct effect in the market today on some of those poultry stocks getting hit hard. how bad will this be for producers? >> well for affected producers it is certainly a loss for them, for their income and for future production. so we want to protect that as much as we can. david: how is it spread? i understand that for some the
spreading happens through things like canadian geese and some of the birds not necessarily were farmers are concerned with? >> we don't have particular answer yet for exactly how it spread. it has entered the mississippi flyaway in the spring obviously. there is indication while water birds can spread this virus, once domestic birds have it, say in a house or in combined situation, it can spread bird to bird pretty rapidly. david: it has been focused, we're looking at a map showing pretty much to the west of the mississippi river. could it move to the east? >> it could. i'm not a wildlife biologist or epidemiologist. so i can't answer that as when, or if it is likely to move from the midwest. david: how would it? if it is waterfowl, for example, don't know any boundaries, they're not farmed creatures at all, presumably they could, it
could move to the east pretty easily? >> correct. the water birds do congregate in different areas during their breeding grounds. so potentially that is mode of spread. david: now one thing that my wife has made me very away of are antibiotic-free chickens. she says that is only kind to eat. a lot of people are eating them. could have antibiotic-free chicken make poultry more susquehanna settable to the asian flu. >> antibiotic free or not don't seem to make any difference. we don't have any information on that at all. birds, domestic birds, turkeys, wild birds in general. david: to put a fine point on it, doctor, a lot of people wonder when they go to the store they see antibiotic free chickens or turkey, perhaps there is relationship between this outbreak and that and you say absolutely not? >> none that we're aware of at all as far as any production parameters that make a
difference. david: dr. darlene konkle, thank you for joining us. we appreciate it. >> you're welcome. david: which want to hear from you. are you worried about the bird flu outbreak? send us a message on facebook or tweet us fbtatb. liz: we're getting to yum and adam. >> yum, earnings beat, 80 cents. adjust earnings per share was 80 cents. revenue a slight miss, 2.26 billion. revenue was expected to be 2.4 billion. here is what they're reporting in india, emerging markets, same-store sales down 11%. taco bell division in the united states up 6%. kfc, sales up 5%. china same-store sales down 12%. back to you. liz: stock looking very strong right now. we need to point out. there is the bid. close was $80.85. not a bad day in the after-market session for yum. now to tech earnings. we're waiting on so many of these, facebook, microsoft,
google, amazon, to name a few. should you buy in ahead of the results? our panel gives you their tech picks an pans straight ahead. david: breaking in the last hour, saudi arabia ended its three-week long bombing of houthi rebel targets in yemen of the as u.s. military ships including an aircraft carrier entered the region. will this last and what does it say for the u.s.? liz: apartments and art? that is what famed investor larry fink says to buy now instead of gold, if you're tempted to go into the yellow metal, forget it. dump it, dump gold. is he right? are there better alternatives? david: one company is pulling all of its products from the shelf here and abroad. which one? we'll tell you with the details coming up next.
david: blue bell creameries is pulling all the product from its shelves in 23 states an internationally after two samples of chocolate chip cookie dough ice cream test positive for listeria, a potentially deadly back tear craw. the company doesn't know how the bacteria was brought into the factories. it includes all ice cream, frozen sherbet and ice cream
snacks. the company says it is committed to doing 100% of the right thing. which in this case why all products were taken off the market. >> food industry self-regulates well. they don't want that type of problem. good for blue bell. today our panel talks about contrary art, a better bet than gold. netflix reuniting cast of one of the most popular family sitcoms of all time. who is making money off that. which technology names should you buy and which ones shoed you boot? let's bring in our panel, paul vigna, "wall street journal" money reporter. jamie cox, and our own adam shapiro. paul, i just, i can not believe ibm at this point is something people even look at. it's a horrible thing to say because it is a guy ant in the industry but miss revenue after revenue, after revenue. do you keep this one. >> you have to count that out 12 times, liz, they missed
declining revenue 12 quarters in a row. stock, eps, earnings per share have grown because they have been buying back millions of stock. maintaining earnings but it is artificial. the business is not doing well. they're trying to pivot. they're obviously going away from hardware, trying to get into services, trying to get into cloud services. that isn't exactly easy. liz: yahoo! just missed both on top and bottom lines. >> yahoo! the same thing. they have a business that's been around for a long time. how much can they get it to grow? yes, they have gigantic audience. they have some good properties but where is the though? for both companies where is the growth? liz: who do you like here? >> apple. apple, they print money. they have billions and billions every single quarter. they make great products. how can you not like apple, google, same thing wildly popular. liz: jamie, same thing what do you boot, what do you buy? >> before i did the notes today i was all over google and didn't
like yahoo!. that is working right now. yahoo! and ibm are the poster children for financial engineering. that financial engineering will only take you so far. at some point you have to actually grow. liz: what is problem with ibm? doesn't that surprise you? >> well, not really because warren buffett is a long-term investor. he sees franchise value over time, but if you have a shorter time horizon ibm is very painful stock to own. for him he is looking at it, ibm has been around for a long, long time. likely to be here 20 years from now. that is the way he invests in companies. long term investor hold on to it but short term folks, won't work. liz: quickly give us your buy? >> google. liz: that's right. adam, you have to tell me because you always put an interesting spin on this. >> yes. beware ibm but in regards to why mr. buffett likes ibm, you can't ignore they have still over $19 billion revenue in quarter. they're still a business. don't write them off just yet. buy google not because they're a
great tech company. they're politically connected. they know everything you do and know exactly what you're up to, that will not change. liz: if you're looking for an alternative play, blackrock chairman and ceo larry fink says contrary art. i guess that wouldn't be contrary, but contemporary art and high-end apartment are better bet than gold as a place to store your money. an article in "new york times" said bill ackman of pershing square, bought close to $100 million points house there penthouse on 5th street as an investment. -- 57th street. >> you have elasticity of demand. the price goes absolutely vertical makes sense. i've been equal opportunity hater of gold for a long time. i'm with larry fink, i don't like it as an asset class. individual investors buy gold all wrong. they don't buy the rock. they buy the right to own the rock through futures. terrible way to do it. that is the way most people do it. i'm in favor of a different
alternative. pier to peer lending is better alternative. own money through lending club. that is nicer way for people with smaller amounts of money to participate in alternative investments. lending club, i forget the other name of the company but they do, they need to learn how to disintermediate credit risk. as soon as they do that -- liz: a little bit of a margin and little bit of a yield. >> that's right. liz: adam, contemporary art thing is interesting. that is very tough to do. you have to pick the right guys. who knew he would be so popular. >> i would be careful with art and even with 100 million-dollar apartments. buy rental property, that will generate something. even mr. ackman eventually will have to sell the apartment. he better hope a russian oligarch hasn't had his fortune confiscated. liz: then you get the call in the middle of the night. the sing isn't working. >> you can get a plumber. liz: art, real estate or
something else? >> look. new york real estate of course. the baskiet of course. for eight guys that can afford it. great thing to say, but most people can't afford the kind of assets they're talking about i agree gold is really tough place to make money. you have to be really sharp. most people should avoid it. shouldn't be a major asset. new york real estate, if you can afford it, buy new york real estate. if you can afford fine art it is great place. liz: i hear story of queens is getting hot. okay. guys, coming up, is china's market set for a boom or a bust? netflix is getting "full house" back together. what show should rival netflix like amazon? which show should they bring back to counter that reunion, david? >> "dick van dyke show," of course. looking for stocks you can hold for years and not worry about? baron's has half dozen picks that balance instant gratification with long-term
people ship all kinds of things. but what if that thing is a few hundred thousand doses of flu vaccine. that need to be kept at 41 degrees. while being shipped to a country where it's 90 degrees. in the shade. sound hard? yeah. does that mean people in laos shouldn't get their vaccine? we didn't think so. from figuring it out to getting it done, we're here to help.
even brakes all by itself. it's almost like it couldn't crash... even if it tried. the 2015 m-class. see your authorized dealer for exceptional offers through mercedes-benz financial services. david: time for a look at today's market driverrers. the nasdaq is only major index to eke out games as s&p closed in red. energy and utilities were the today's worse performers. gold rebounding above $1200 an ounce. tension in the middle east and worries about greece's debt boost demand for the precious metal. gold closed up .8%. yum shares are rising in after-hours trading following first quarter earnings. yum maintaining full-year guidance of at least 10% earnings per share. that is the growth in 2015, liz. liz: did you hear this one, david? same contrarian mark mobius of
franklin templeton investments says investors should back out of u.s. stocks and go where? he is not afraid of china, which a lot of people are worried about, seeing a slowdown. meanwhile, all you have to do is really look at iron ore prices as barometer for china. the past week they looked pretty good. they're down more than 50% over the past year. is it time to bet on china? or is china a bust? let us bring back our panel. adam shapiro, what do you think? >> personally i like to stay in the united states but you can't ignore mobius. he said buy russia a year ago. he made the right call on that despite all the problems russia faces. you should listen to him about china. if you're eccentric to the u.s., you can stay safe but you won't make a lot of money. liz: iron ore prices are indication how much china is building up. they're building skyscrapers. apparently with, something short of a collapse, this is dire for australia which exports iron ore to china. does this, doesn't that tell you
that china is not growing? >> look, china's economy is slowing down rapidly. here is the biggest problem with it is, you don't know exactly how much it is slowing down. the problem you can't trust data out of china. liz: hence, look at iron ore numbers. >> right. you know something is happening. they say they have 7% gdp growth it could be lower. that is the problem with investing in china. you have no visibility what is really happening there. you can't trust the government. you can't, can't crust as investor you can't trust the rule of law will be there to protect your assets. i mean, look, mobius is great investor. i'm just a reporter. he is very smart man but for an average investor i think china is very tough place to take a chance. liz: jamie, we ink stained wretched reporters want to know what you think do you go with china? are you with mark mobius or no? >> i think mark has it right china will probably be a good story for the coming year but most investors should play it indirectly because if he is wrong you don't want to be on
the wrong side of that trade. for past couple years china is tapping on brakes changing reserve requirements for the banks. they can change that so quickly. command-and-control economy is difficult to invest. we've been doing fine investing in china through multinationals. you don't need to play the stocks individually in the country. >> like europe. liz: how about netflix? getting "full house" back together for a 13-episode miniseries, called, the "fuller house." some say this is huge win for netflix which is streaming giant with creative calls. you have a rival like amazon, trying to beat netflix at that game. what should they bring back as a counter reunion? what do you think, jamie? >> i had to ask around on this one. i wasn't sure. ladies in my office said, "miami vice." crockett, tubs, bring them back. it's a winner.
>> none of us want to wear that clothing again. liz: silver shark suits were just awesome but why not? what do you think, paul? what do we bring back? >> "taxi." how about this? everybody from the sunshine cab, they left the, left the cab co, went different ways. economy crashed. lost their jobs, back to driving uber. liz: danny devito is still around. >> i think he would do it. liz: adam, what do you think? >> "twin peaks." is it will hit show time. netflix is not only game. liz: if you guys want to come back with something huge, "the mod quad." >> they tried that. liz: didn't try it with the originals, claire witness williams iii and peggy lipton. >> chasing criminals down wilshire boulevard? liz: hippie cops. bring back the originals in their '70s. michael coal is 70. >> get her spirit, mama cast, to
come sing the song. liz: tweet me. i want to know what your thoughts are. great to see all of you, david? david: "taxi," "miami vice" that is my votes. "barron's" has a list that could lead to big growth. we have the names coming next. the stakes are rising in yemen. saudi arabia ending its bombing of houthi rebels as a massive u.s. aircraft carrier arrives in the region to send a message to iran. do you remember there was a war between iran and the u.s. navy in 1988? could this be coming again? fox news military analyst and retired navy captain chuck nash has some of the answers straight ahead. ♪ when the moment's spontaneous, why pause to take a pill? or stop to find a bathroom? cialis for daily use is approved to treat both erectile dysfunction and the urinary symptoms of bph,
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liz: the punishment phase for boston marathon bomber dzhokhar tsarnaev just got underway today two weeks ago he was was convicted an all charges in the marathon bombing that left three dead and more than 160 people injured. the same jury will decide whether the 21-year-old should be executed or sentenced to life in prison without parole. 17 of those 30 charges carry a potential death penalty. the penalty phase is expected to last four weeks before a decision is made. david? david: now, more than ever
investors are looking for stocks you can buy and put away for several years of steady gains without worry. are there such stocks? jack how much, hough, barron's senior editor thinks there are such. thanks for the cart kel you wrote. >> larry fink has been put out a letter for a few years now. he says don't give into the demands of activists an investors buy ever larger amounts of our own stock, pay humongous dividends. look for opportunities to invest and organically pro. we went on the hunt for companies spending on capital expenditures and research and development. modest dividends and buybacks are okay. david: not so much buybacks and dividends that they sarc nice growth? >> the key we look for high returns on invested capital in the past which showed these companies are putting their money to good use. david: let's get right to it. if you have pencil and paper at
home, jot down the name. this is commercial truck manufacturer. why do you like it. >> they make trucks. business is booming in u.s. still yet to come around in europe. this company is investing in parts. i like that a lot because parts manufacturing, parts distribution has higher margins and less cyclical. when the next downturn comes they make money from parts. the more parts they sell, sell, sell the better. david: it was up 4 1/2%. has it gotten too high? >> i don't think so. i think the stock is still cheap. david: next one is lam research. what are they why do you like them. >> they make etching for computer chips. basically the chips are more complicated to make. three dearc ture the company is shifting too. they need better gains from the chips. that money will flow to a company like lam. david: even though there is so much research in tech you can put this aside for three years and not have to worry about it? >> this industry is consolidating. it is down to a few players.
there is big combination between applied materials and tokyo electron. when i see industry where there are fewer players than in the past, demand still growing i like that. david: kroger makes those private label product. >> they probably wouldn't like me saying this i don't work for them so i say it anyhow. taking things that work well at whole foods and doing them at kroger, right? david: yes. >> more organics, more their own brands of organics which is cheaper than customers. remodeling stores. more private label merchandise. going a little more upscale. 45 consecutive quarters of same-store sales growth. they're plowing money into stores. david: not quite as expensive as whole foods even though they do a little bit more of the same stuff. auto lift, make safety equipment for cars. >> they make borings things. seat betses and airbags. they stand to get share in airbags with the disasterous recall from at that caughtta. more important with this company they're investing in active safety content. things like collision mitigation systems this is the way of the future in cars.
between now and some distant future where we have self-driving cars, we have more and more content to help avoid accidents. david: unlike other stocks, the stock is is up over 30% past year. watch out for that. archer daniels midland. you talk about commodities. archer is in middle of the it. >> what they invest in i have a hard time to understand. protein over here. i know return on invested capital t was 6% a couple years ago this company. it was 9% last year. they say they can get to 10% this year. when i see a company spending money and returns on invested capital are rising it means they're spending it on right things. david: investing it properly. adm is the stock symbol. dollar general, why do you like it? >> they lost out on a pieout. -- buyout. they lost out to dollar tree bidding for family dollar. david: too many dollar stores. >> sometimes works to their advantage. when they open a new store they can make money back in a year-and-a-half. they're doing just that. they can get transition share.
much better pursuing organic growth. that's what they're doing. david: three years you think they can grow 6 to 7%. >> i think so. david: jack, thank you very much. appreciate it. liz, over to you. liz: how is this for angry? the cincinnati reds manager dropped 77 f-bombs in a matter of minutes. pretty mad. we'll have the answer as well as a little taste of his rant next. david: 77 f-bombs in -- you have to really try for that. a saudi-led coalition announcing the end of bombings against houthi rebels in yemen, however the u.s. military ships are going over there including a big u.s. aircraft carrier. why? what are they going to do with all this, all that firepower, all the jets? is there a real cease-fire a at all? we'll ask former u.s. navy captain chuck nash coming right up. ♪
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liz: cincinnati reds manager bryan price was fired up during the news conference monday a reporter asked him why one of his players was not available to pinch-hit. that set price off. listen. >> i'm [bleep] to be honest with you, i'm [bleep] of this. i'm sick of listening to [bleep]. and second-guessing [bleep].
you guys can do whatever the [bleep] you want, but i'll tell you this i will not [bleep] tell you everything about this club because you guys will go out there and sniff it out anyways. liz: you know what people are sick of? fourth straight losses. seven losses out of eight. mr. price i dropped the f-bomb 77 times throughout the span of six minutes. david: yeah. liz: you might say the reds manager was a little red-faced. apologized on twitter. david, go tribe. go cleveland. david: all right. meanwhile we have breaking news in yemen where saudi arabia says its three week-long bombing of iran allied houthi rebel targets is over. now this comes just hours after uss theodore roosevelt, arrived off yemen to intercept any iranian arms shouldn't to the houthis. our next guest says the stakes are enormous. captain chuck nash served in the u.s. navy more than 25 years. he is a military analyst for fox news. captain nash, wonderful to see you again. we should emphasize the roosevelt is an aircraft
carrier. what are they planning to do with all those planes? >> i think what we've done, david, we have moved the preeminent force in the entire hemisphere right off the coast of yemen. there is nothing the iranians can do that can come close to matching that. i think maybe what is happening here on several fronts, the saudis have backed off because they have been under intense pressure from the white house to do so. and, i believe that by putting u.s. forces down there, that's giving the saudis their out for the time-being. they now declared that they achieved their military objectives. so they have stopped the bombing. the u.s. is positioned a force there. now the iranians are sending more force in there. david: yeah. excuse me, captain. let's focus on what is happening between the u.s. and iranians for the moment because three is too much for me to handle. you have a u.s. aircraft carrier coming here with a destroyer along with it. then you have iranian ships coming in. we have to remember back in 1988
there was a sea war between irrapped and the united states. we knocked the hell out of them. but could that happen again? could things get hot between iran and united states? >> you know that will be up to the iranians. there will be nine u.s. navy ships down there. and there by some reports there will be nine iranian ships. the iranian ships are nowhere near the caliber of what we're talking about with u.s. navy fleet. so therefore, if something were to go wrong, and by that, i mean, if the iranians were to believe our public statements we're just there to do sea, to do maritime operations while they are saying they're there to do counter piracy, if they were to really believe that, given saudis backing off, still attempt to rearm the houthi, then publicly we're saying down there not really doing all that but privately we had better
already de marshed iranians, we're sitting here with a royal straight flush. we pushed all our chips in. if you dare do that we'll not be embarrassed. it will be preying man tis, that 1980s operation, all over again. iranians lost their navy over that. david: they would have to be crazy to do it in other words, but guess what, the iranians are crazy? >> well, some, some analysts do believe they're not a logical factor. so, yeah, who knows what they want to do. one thing i can tell you, david, is that the united states navy and the straight leg or the full-time iranian navy, not their islamic republican guard corps navy, but regular iranian navy, in the arabian gulf have had very professional interaction with each other. it is the crazies, irgc with their speedboats that cause all of the problems there. david: captain, we have to run. i have to ask two quick
questions, answer them as quickly as possible. put the map back up on the screen if you can, please. that straight of hormuz that is on the southern coast, that is the tip right above oman, right below iran there. >> right. david: do the iranians have the ability to close the strait? that would really cripple oil shipments? and also, the ships that they have sent into yemen, into the coast off of yemen, could they sneak weapons in without us knowing about it? >> the first straight of hormuz, they could close it. we have plans and have had plans for two decades on how we would then reopen it. but it could get nasty. they could seed mines out there as well as use surface-to-surface missiles to close it. as for sneaks weapons in, what you're looking at on coastline of the gulf of aden, the country of yemen is about the size of california. that coastline is 700 miles long. that is like trying to protect or to garden tire coastline of
california on our west coast with nine u.s. ships and aircraft. could they sneak them in? yes, they could, but i think we're going to be hawking every single one of those ships that has potential to be a arms carrier. david: well, if they try to attack us, make my day. that is the only expression i can think of. >> this better not turn out to be a red line. if they're so stupid and brazen do do that, if they call this hand, we'll lay those cards down. we'll not fold. david: captain chuck nash. good to see you. thank you for coming in. >> david, always a pleasure. david: liz? liz: just when you thought fans could not get excited about hbo's most popular show, "game of thrones," it is infiltrating universities in a whole new way. stay tuned. we'll tell you how. >> hi, everybody, i'm gerri willis. coming up on my show at the top of the hour, a new price war with cell phones. i will speak with the ceo of an up start wireless company that will pay you for unused airtime.
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tv show. the class analyzes the series and takes an in-depth look at various themes of the show along with the history of it. one of the professors who teaches this course joins us with the details. you've got to be the coolest teacher on campus, jeffrey, amazing. >> i hope so, liz, very good to be on your show. yeah, it's been a popular class. >> how popular? when you put these things open, classes don't sell out, but how quickly did they fill up? >> this filled up in like 45 minutes. the nice thing about it filling up so quickly is we got the motivated students who wanted to work hard and asking them to do a lot of reading, and they've been great this semester, and i have great students. >> back when i was in college, an easy class was called a mick as in mickey mouse. >> i'm teaching it with
valerie, she's a specialist in medieval history and written a book on carolinian history, so she's quite good at giving us the background of the war of the roses and the things that george martin set out to write the seven-volume book series. >> you are pretty into this. you taught a course on mad men and the history of early advertising in manhattan and madison avenue and all of that. if i were a parent and found out my kid were taking this class, what can you tell me beyond watching a lot of episodes of "game of thrones." >> also reading a lot and doing a lot of writing and they are sharpening their critical reasoning skills, and they are just seeing the world through new eyes. >> what are you analyzing? the middle ages, fascinating time, the war of the roses, so to speak, what are you analyzing and how do you meld it with today's modern
television show? >> for instance, we're interested in the representation of disability on the show. i had a group of students do an excellent presentation how disabilities were handled in medieval times, and so the question is does the show give us an accurate rendition of what that might have been like, when we look at the dwarf and other people who are loved characters on the show. >> you pay a lot of attention to historical details on the show, but there's a lot of extraneous sex on the show. how do you handle that? >> one of the terms that came up with hbo is sexposition, we've had a few arguments when they let the camera linger too long and how much is enough. as you can imagine, subjective territory, but that's hbo. it's not the miami vice we were talking about earlier on the program. >> we have a bunch of interns now transferring to northern illinois university. >> we'll be glad to take them
in. >> good luck to you and the team at northern illinois. we love this. thanks. >> good to talk to you. >> i pay $60,000 a year for my daughter's education. she was coming back with that, i might think twice. >> medieval history. right. we'll see you. gerri: hello, everybody, i'm gerri willis and this is "the willis report." the show where consumers are our business. an unprecedented recall, blue bell creameries recalled all its products. >> heart broken over the situation, and apologize to all of our loyal blue bell fans and customers. gerri: we'll investigate what you need to been this potentially deadly contamination. in iowa one of the biggest outbreaks of bird flu ever in this country. >> containing this outbreak is a big deal. iowa is the number one egg producer in the nation. gerri: a dozen states affected. we'll have the latest. the new corruption allegations swirling around