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Bill, welcome back its been a while. Good to see you again. Thanks for having me. You look at the stocks that have taken the dow from 22 to 23k in only 76 days and its boeing, cat, home depot, goldman and i look all the way to the bottom of the list and the worst performer is general electric, a stock you say you are buying and it has become now a contrarian call because nobody seems to like it anymore why are you buying ge . Well, i guess it shouldnt be too big a surprise that a value firm like oakmark is buying something that is tremendously out of favor we think this is a very Different Com...

That today, we are here with ron baron at the baron onference we have a lot of things coming here the resort ceo will be joining us and hyatt ceo is going to be here these are three invesmentes of baron funds. Two of the three, baron already made over 1 billion on. Im not going to tell you which two. You have to stick around to find out. The other made several hundred Million Dollars already. We are going to talk about these issues when we sit down with ron, he talks about the broader markets, which he is very positive on them we are going get to that in a moment and we talk story stocks. Stor...

Here the shares are down 8 right now. Thats not even the biggest point decliner in the dow. Which goes back to how low its share prices got. Exactly. At this hour the Senate Finance committee is beginning to mark up its tax reform bill well tell you whats at stake there and what could be the most contentious issues between the house and senate. Meanwhile, amazon is reportedly considering a freemium option for prime video. Wel n will netflix make a similar move lets get to our top story today, the big decline in ge shares Morgan Brennan has all the ugly details for us morgan reporter hey, bill,...

Got to get back in time here is what else is happening at this hour, its a good time to buy a house, if you can find one for sale. Mortgage rates hitting the lowest level since november. The 30year fix now 3. 95 , but housing inventory, the number of homes for sale, remains very low in some cities. The home of the little blue box is giving investors a gift. Tiffany boosting its Quarterly Dividend by 11 and more departures at ford. This time its Global Product Development chief is leaving. Becky, thank you very much. Folks, stop me if you heard this one before its another recordsetting day for ...

Verdes. Sarah eisen and mike san tolly holding down the fort at post 9. The nasdaq hitting a fresh record high. A number of big names taking the stage on day one. From his relationship with washington to Driverless Cars to an impact on society. It is recurring panic. People get all amped up that they are going to take the jobs. The jobs that were taken by the auto was 1,000 x, the number that the black smiths have. They call it the labor fallacy, which is technological change causes productivity growth and that lets us produce more of what we can already make with less resources and lets us cr...