Arizona man missing since flash floods hit a popular swimming pool. Even the research and rescue people could tell they were just in awe. They were caught very off guard. They dont know what to do. So everybody was just surprised. It was horrible. The latest on the intensifying search. The companys stock is surging after subscriber growth was 2 million more than it. Breaking down the numbers as the stock trades at 10 right now. But as the they will set features indicating a higher opening but a big day in terms of secondquarter earnings. We will have all the numbers for you. Health care coming out as we speak. In europe this morning, indices look like this. Really a mixed market this morning. Ft 100 up this morning. Dax index down half of 1 . In asia, mixed market to report. The shanghai composite up a third of a percent. And he came japan down two thirds of 1 . Winter has come and things are heating up for hbo. The game of thrones season premiere broadband coming up. Joining me to talk all about it, Dagen Mcdowell. Former home depot ceo, bob nardelli with us and political analyst kirsten hoglund is with us. Good morning. Dagen seven years and then maria nothing. So now it looks like Mitch Mcconnell is going to move ahead with repeal. Republicans voted on the repeal in 2015. If you cant get a replacement together today, can you get one together in six months . Rand paul came on the show and said this is not a repeal. It looks too much like obamacare. Taxes therein there, subsidies and there. Dagen senator michael is one of those that fell away and said im not going to vote for this. He indicated it was because in part by tax increases were not repealed in the bill sitting in front of the senators as it is now. Even talking about this for weeks. Dagen i dont understand conservatives who can basically vote for president obamas tax increases. I dont care if it on the wealthy or not. I cannot imagine a conservative who does that. Dagen they were all willing to do it. Is this a situation where the politicians are worried about the next election to fall away from their commitments and are they now thinking about constituents in how they vote and how theyll be of the other unelected or is the real content issues says you are saying . Dagen people were expecting dean heller who is up for reelection. The senator from nevada say it was won by Hillary Clinton to be one of those senators who said yesterday, im not voting for this, but it wasnt him. It was moran and mike lee. I was kind of a surprise because senator moran has voted with the more traditional republicans. He voted in line with them in mike lee has voted with ted cruz. But those two senators say and that took some people caught by surprise. The top story of the morning, alabama senator but press secretary under george w. Bush fleischer is here. Herman kaine is your Property CapitalResearch Analyst bove i said you will not make any money. Itll saw this perspective. Anyway, we will get into that. Our top story right now closing the deal. Mitch mcconnell now says republicans will repeal obamacare with the delayed replacement. The move after two more republican senators come unlikely if you taught in jerry moran of kansas said last night they could not support legislation. The total number of no votes to four and not fall short of the number needed to pass it. President trump urged lawmakers to move forward and republicans should just repeal failing obamacare now, work on a Health Care Plan from a clean slate. Dems will join in. Thats the question now. If they were to start fresh, how to clean slate, do democrats participate in governing . What do you think . I think they have to. I would like to see the Republican Party get their act together and be more unified. If the content is not exactly right, they get it right. You were talking earlier about the Health Care Bill affects people as opposed to taxes. If you repeal it and you are leaving people vulnerable, there will be people more angst about repealing something and not knowing whats going down the road if you get the delay six to seven months. As a citizen i would be worried about that. Thats a political calculation. 2018 approaching quickly and if conservative senators vote for a full repeal, theyve got to go back to remember the angry town halls . Now that grassroots impossibly from the last. By pressing the gop. Real conservative grassroots are the liberal left, we have nothing to replace it with and its already very unpopular bill that holds very poorly with one of the reasons they couldnt unify the gop. Dagen they couldnt explain it to anybody. It was totally off message. They repeal about his solid play in good messaging. Dagen a headline in the New York Times today absolutely wholly agree with that or news analysis. The old truth trips at the gop. The benefit is hard to retract. This is a giant expansion of medicaid. You have these republican senators in the biggest voice in the nation has been john kasich, the governor of ohio. He does not want to give back the money, the expansion money in any way, shape or form quite frankly that was given to the states by obamacare. Even though its not equitable. There has been a fundamental shift about how health care should be delivered to people. And so, we are now approaching a truly fundamental shift in our health care. Our entire health care system. This is helping maria is never health care reform. Of you want to reduce cost, no matter what the Insurance Market does come youve got to address the technology innovation. You got to address all of these things which know its even talked about. The other thing is 222,000 jobs. If you look at the last six, seven months, people are getting employed. Dont know how much is being covered with health care as they get employment opportunities, but that has to affect the whole issue when they talk about 10 Million People unemployed or Insurance Coverage as jobs are created to put people back to work again. Some of those will be covered by insurance. Maria as a businessman, bob, when you are running chrysler car running home depot, general electric, you saw the effect of the cost of health care. Characterize for us obamacare on a businessperson and what that will dictate, how that will dictate your behavior. No question it added tremendous. Before obamacare, corporations across the country were looking at how you get more employee participation. In other words, copay. How do we look at reducing, the cost of the drugs and whats delivered out there. You are exactly right when you talk about once you get it, its hard to take it away. Youre always looking for tradeoffs. If we reduce this, what can we give you over here kind of an off day. Its really critical part. Maria and if youve got x number of dollars on health care, maybe youre going to hire less, invest last input those Big Decisions off. One company we were looking up from a priority equity standpoint. 40 million in workers comp being covered by this insurance, either through the company or outside. It is a big factor in running the corporation today. You have to be thoughtful about your delivery. Just like you said, once you put that out there, nobody wants to take it back. Maria the thing about medicaid if they have grown so much over the last eight years. You say once you get it, you dont want to take it back. The truth is many people in the medicaid Entitlement Program that shouldnt be there. Maria that was the old strategy of obamacare that you make medicaid available to a much larger part of the american population. So it isnt just for the disabled and the very poor and impoverished women. It is the largest single insurer in the world. It is bigger than the National Health service in britain number one. It is grown to like 75 Million People in the United States. So essentially what this republican bill in the senate was doing was raising taxes, standing by obamacare taxes to help pay for insurance for ablebodied working adults. Rather than changing the Health Insurance system so Health Insurance becomes more affordable for the very people in putting the burden on them to buy Health Insurance for themselves, they provide them with government Health Insurance. Thats the kind of ideological divide you saw develop with rand paul. So divided. Permanently and ideologically, not a lot of shared values in the gop right now. Maria a dagen is saying is to be messaged out. Someone needs to ask when we are not cutting medicaid for the impoverished, blind, pregnant did this program has expanded that we are trying to get it back to size. In fact, the idea was the states are reimbursed for the traditional medicaid recipient. They are reimbursed at a 50 , 52 , but with the new enrollees can ablebodied adults, they were being reimbursed at close to 100 . So they were trying to create some equitable divide between enforce the governors to make hard decisions about how you are going to comfort individuals and provide the most needy. The most needy get in the short end of the stick. To make you see this all the time. Its called creep or sour cream, benefits, you never go back to zero days. Theres got to give a little bit more. Theres an entitlement culture out there. You not change that in Corporate America . The financial crisis and to designate. You saw a lot of companies rates as their business. That was a crisis. This is a crisis in terms of Health Care Costs in this country and the loss of access images shows the difference between private business and government. Government doesnt treat it that way. What did you say last week to one of our guests . Get on this day. You had all the numbers when medicaid goes broke, medicare and social security. Dagen they will pay out less than 90 cents on the dollar and they can even fix medicaid. Maria there you go. A lot to talk about this morning. Passengers nationwide, how the writing of a nap will come pete with less. Now you can give your driver. Game of thrones is he not yours smashing ratings from the season. A short break. Back in a moment. When i received the diagnosis, i knew at that exact moment, whatever it takes, wherever i have to go. Im beating this. My main focus was to find a team of doctors that work together. When a patient comes to ctca, theyre meeting a team of physicians that specialize in the management of cancer. Breast Cancer Treatment is continuing to evolve. And i would say that ctca is definitely on the cusp of those changes. Patients can be overwhelmed. We really focus on taking the time with each individual patient so they can choose the treatment appropriate for them. The care that ctca brings is the kind of care ive wanted for my patients. Being able to spend time with them, have a whole team to look after them is fantastic. I empower women with choices. Its not just picking a surgeon. Its picking the care team, and feeling secure where you are. Surround yourself with the team of Breast Cancer experts at Cancer Treatment centers of america. Visit cancercenter. Com breast Appointments Available now. Maria welcome back of the hunt is on for one man still missing. Show for some the story now. Good morning, maria. Its being called one of the deadliest wash floods in history. The family gathered in a popular swimming area in the forest just looking to cool off and celebrate swept up by nine of the Family Members now dead. One man, father remains missing. They give the family no chance. More storms expected in the area later on this week. Uber rolling out its end up Tipping Service and they will do it nationwide as well. The move after uber launched the future in minneapolis, seattle and houston. This is something uber drivers have wanted for some time. Writers can take the preset amount. One, two, 5 for us will choose any amount you want. We have this for you. Weve seen the making. Hes coming for us. For all of us. According to preliminary nielsen figures, 16. 1 Million People watched the show sunday night. A 50 jump from last year. Hp is saying that sunday show was the much buzzed premier and the entire network history. Our reappeared game of thrones. Maria unstoppable. Thank you, cheryl. Netflix is blasting expectations as well. The biggest trimming services next. On fire again. A trip to space without leaving the couch. Spectacular video from nasas flight over pluto. That is up next. Back in a moment. [vo] progress is seizing the moment. Your summer moment awaits you now that the summer of audi sales event is here. Audi will cover your first months lease payment on select models during the summer of audi sales event. So we need tablets installed. With the menu app ready to roll. In 12 weeks. Yeah. The world of fast food is being changed by faster networks. Data, applications, customer experience. Which is why comcast business delivers Consistent Network Performance and speed across all your locations. Fast connections everywhere. Thats how you outmaneuver. So new touch screens. And biometrics. In 574 branches. All done by. Yesterday. Banks arent just undergoing a face lift. Theyre undergoing a transformation. A data fueled, security driven shift in applications and customer experience. Which is why comcast business delivers Consistent Network Performance and speed across all your locations. Hello, mr. Deets. Every Branch Running like headquarters. Thats how you outmaneuver. Maria welcome back to netflix rose after the latest report. The key number of subscriber growth came in at 5. 2 million. Nearly 2 million more actually expected your joining us to talk about that, create Capital Management in cio mark use code. Surprised by netflix . Not really surprised. Talking other internal meeting about it nations than they really need to have subscriber growth and they really hit it out of the park. Trinkets of stock in terms of valuations when you look at the other names up there, even though attack has come off of the highest, which used to commit new money to the area . Its tough. The valuation of netflix in particular is extremely high. 50 times enterprise value. Really, really high. As long as they keep executing and disrupting their competition, we think its very attractive. Netflix is almost on deaths door. They fought this and they just upgrade their facilities, move to a bigger enterprise. My experience that this is whether its is netflix, hbo, others with the distributor. The big films are still going that way, but a lot are being produced going directly in bypassing distributors and therefore getting more financials back into the projects. A little bit like amazon. Time management. When i grow up you had to be in your chair at 8 00 tuesday night to watch happy days. You dont do that anymore. You watch tv when you want chemistry when you want. The flexibility in the freedom plus the content quality is so high. Billions on showtime, really great content. They make sure they get the content. That actually does raise a central issue for netflix in all of these content providers is that the quality go down as theres more players competing for the content or you end up having to overpay for mediocre content. They canceled some shows, but they are going to spend 6 billion on original content this year. So far in the subscriber numbers can afford million overseas, 1 million in north america for the quarter. They been able to deliver content to attract a new subscribers. At what point could that change . The central question. Maria they are writing big checks for content, producers. The traditional guys are worried. Dagen in your face but getting into original content. Anticipate either apple by something or billions and billions upon content. Rumor is going to buy disney. What do you think . That is a great anchor tenant if youre going to build a media empire. Theres a lot of companies been part of the cash will eventually find its way into the market and thats a good place to start. I just took my sixyearold to disney and i could not believe how crowded it was. Maria for a lot of years actually. You talk about other earnings. But god bank of america, Goldman Sachs and second order. What do you think . It will be slightly disappointing. A lot of people got really excited. Doubledigit growth. Probably not going to happen were spectacular firstquarter numbers, probably less spectacular. 15 on profit. So far tracking up 15 . Single digits, maybe even 54 . Maria when you look at facebook and amazon. Everybody loves them. I like the second a few added in etouffee and i like apple. Ultimately, profits matter. Apple for example made more in the Fourth Quarter last year that amazon never made. The relative valuation i like those. New phone coming out will be a disappointment for apple. Thats certainly possible. They tend to be onagain and offagain. Its this will be a major redesign. Apple historically if you look at the history, people poohpoohed the amount spent in the changes and upgrades and somehow when they release, say ive got to have it. Ive got my seven plus, so im pretty excited. They agree with you the incremental changes in the rds are the even numbers, i dont know. Thousand dollars copy is a big number. It used to not hate your pocket book because it was in your subsidized phone bill. Now suddenly you have to pay that. There is an interesting head get a onetime boost to verizon and at t. Those stocks went way up high. People are realizing the onetime earnings boost unsustainable. Is there reason to say i will sit on the sidelines for the summertime and technology . Not more money can be made over the near terms. Our view is that my time would be the last cathartic move up into the fall. We actually get very nervous coming in to the fall. You get historical patterns, salad go away, come back on ledgers day. That usually plays out. This time will play out a