jack otter: let's go to actionable ideas. ben: looking at oracle, trading at a 52 week high, jpmorgan touted the progress they are making with their cloud business, looking pretty interesting. jack otter: i like your pick, has a connection to social security. carleton: the pick with humana. they focused on ensuring older americans are tied to the medicare advantage plans. the stock trades relatively cheaply as the market multiple but has twice the growth of the s&p. ben: if you don't think medicare will cover your costs, any insurance policy, the leading what will help out. thanks for that. great ideas. to read more check this week's addition of barron.com, follow us on twitter,@barrononline. we have a special farewell. maureen murphy, who has been our producer since the launch of this show is moving on from the television business. we are going to miss the reassuring sound of her voice in our ear every week, but we know she will be watching a separate when she goes to italy, a well-deserved trip and she can tape the show. th

jack otter: they could sell it for more. a klain this barron headline, from vampire squid to media hurting. carleton: goldman was both admired and criticized for its ability to make money in any market and right now, they don't look like the big guy on wall street. it is probably going to morgan stanley. jack otter: they are an aspiring squid? carleton: aspiring to calamari. jack otter: goldman falls below book value. we should keep waiting. carleton: keep waiting, the next two quarters, make sure they get a handle on the consumer business. you will have plenty of chances. jack otter: stock valuations above historical averages despite recession fears. does the market know something we don't? the dean of valuation joins us next. ♪ inner voice (kombucha brewer): if i just stare at these payroll forms... my business' payroll taxes will calculate themselves. right? uhh...nope. intuit quickbooks helps you manage your payroll taxes, cheers! with 100% accurate tax calculations guaranteed. ♪ ♪ get $1500 purchase allowance on a

jack otter: they could sell it for more. a klain this barron headline, from vampire squid to media hurting. carleton: goldman was both admired and criticized for its ability to make money in any market and right now, they don't look like the big guy on wall street. it is probably going to morgan stanley. jack otter: they are an aspiring squid? carleton: aspiring to calamari. jack otter: goldman falls below book value. we should keep waiting. carleton: keep waiting, the next two quarters, make sure they get a handle on the consumer business. you will have plenty of chances. jack otter: stock valuations above historical averages despite recession fears. does the market know something we don't? the dean your best defense against erosion and cavities is strong enamel- nothing beats it. new pronamel active shield actively shields the enamel to defend against erosion and cavities. i think that this product is a gamechanger for my patients- it really works. hi, i'm eileen. i live in vancouver, washington and i write mystery novels.

jack otter: they could sell it for more. a klain this barron headline, from vampire squid to media hurting. carleton: goldman was both admired and criticized for its ability to make money in any market and right now, they don't look like the big guy on wall street. it is probably going to morgan stanley. jack otter: they are an aspiring squid? carleton: aspiring to calamari. jack otter: goldman falls below book value. we should keep waiting. carleton: keep waiting, the next two quarters, make sure they get a handle on the consumer business. you will have plenty of chances. jack otter: stock valuations above historical averages despite recession fears. does the market know something we don't? the dean when aspen dental told me that my dentures were ready, i was so excited. i love the confidence. i love that i can blast this beautiful smile and make the world smile with me. i would totally say aspen dental changed my life. aspen dental makes new smiles affordable. right now, get 20% off dentures. we do anything to make you smi

jack otter: they could sell it for more. a klain this barron headline, from vampire squid to media hurting. carleton: goldman was both admired and criticized for its ability to make money in any market and right now, they don't look like the big guy on wall street. it is probably going to morgan stanley. jack otter: they are an aspiring squid? carleton: aspiring to calamari. jack otter: goldman falls below book value. we should keep waiting. carleton: keep waiting, the next two quarters, make sure they get a handle on the consumer business. you will have plenty of chances. jack otter: stock valuations above historical averages despite recession fears. does the market know something we don't? the dean ♪ ♪ get $1500 purchase allowance on a 2023 cadillac xt5 and xt6. ♪ visit your local cadillac dealer today. jack otter: interest rates rising and many analysts predict the recession. we are asking the dean of valuation to explain what is going on. thanks for coming on the show, great to have you back. let's start with the b

jack otter: is there money safe? carleton: the fbi ensures 2004 accounts, that applies to most people. jack otter: following the awful news from east palestine, ohio, barron looked at this industry. what did we find? jack hough: norfolk southern cut its per mile spending on train inspections by 8% a year from 2017-20 one. cut spending on repairs and maintenance by 7% and 5% and no cuts to those sizes by big railroads, union's pacific, north work -- norfolk southern had three serious accidents including the awful call chemical spill in east palestine. the national safety trans rotation board says it is under special investigation for safety culture, we diligently monitor our trains and infrastructure to identify hazards. this is part of the broader debate about the industrywide cost cutting move called precision scheduled railroading, longer trains with less switching, allows you to close rail yards and reduce head count, it is good for profits, good for share prices. labor groups say it's a problem for safety. the tr

jack otter: jack hough: what is reasonable excitation for return for investors? >> valuations don't look bad. they don't look fantastic. there is a lot of uncertainty where things will end up but even on my below consensus numbers we are pretty reasonable for this year. jack hough: far below? >> i meant 199. even -- jack hough: that a big difference. >> we don't look fantastic but we look okay. jack hough: does that anticipate a recession? sound like a big difference. >> if you look at stock market pricing in october, it baked in a mild short shallow recession that takes place in 2023. the things that takes valuations lower, this is the risk, if you see a recession in 2,024 that hasn't been priced yet. jack hough: are their part of the stock market that are more vulnerable than others, to missing earnings in a roundabout way of saying what would be your favorite sectors to invest in? >> the tech space is really interesting. we can overrate that sector because we want to keep our toes in the growth trade. they got the risked last year. the value sector, things lik

jack otter: i think helicopters are kind of fun. thanks, guys. those are great ideas. through read more check out this week's addition of barron.com. follow us on twitter,@barron online. see you next week on "barron's roundtable". od weekend. >> from the fox studio in new york city, this is "maria bartiromo wall street". maria: happy we could all welcome to the program analyzes the week that was in helps positioning for the week ahead i am maria bartiromo china front and center in washington this week with lawmakers sounding the alarm about the dangerous threats from the chinese communist party the ccp is counting on us to be divided we must rise to the occasion and prove them wrong. >> chinese communist party is a threat to the united states. >> is been more clear than ever that china has a plan to replace united states and the working added every day. >> some of us have been bringing the alarm bell for decades on microchips the tide rolled out and hit israel and the united states of america and the greatest single threat facing the american people and democracy aroun

. ♪ jack otter: welcome to "barron's roundtable" where we get behind the headlines and prepare you for the week ahead. coming

jack otter: i think helicopters are kind of fun. thanks, guys. those are great ideas. through read more check out this week's addition of barron.com printing two. it looks good on you. dagen: have a good weekend. >> from the fox studio in new york city, this is "maria bartiromo wall street". maria: happy we could all welcome to the program analyzes the week that was in helps positioning for the week ahead i am maria bartiromo china front and center in washington this week with lawmakers sounding the alarm about the dangerous threats from the chinese communist party the ccp is counting on us to be divided we must rise to the occasion and prove them wrong. >> chinese communist party is a threat to the united states. >> is been more clear than ever that china has a plan to replace united states and the working added every day. >> some of us have been bringing the alarm bell for decades on microchips the tide rolled out and hit israel and the united states of america and the greatest single threat facing the american people and democracy around the world. >> anthony blinke

jack otter: check out this week's addition of barron, barron names the top financial advisors in every state, don't forget to follow us on twitter. see you next week on "barron's roundtable". call it racist for what it is and those who are racist but leave drivers alone, come on. >> from the fox studio in new york city, this is "maria bartiromo wall street". maria: happy we can all, walk up to the program that analyzes the week that was in helps position you for the week ahead. i am maria bartiromo we have a big show this week in the wall street wiseguys are back steve forbes and andy pozen are here plus famed economist is wording the markets are going to get hit by a perfect storm sheer, he will explain plus the ceo reacts to a new crisis brewing in the housing market. all that coming up but first another surprising jobs report out. 311,000 jobs added to the economy in the month of february versus the expectation of 205,000. the unemployment rate take tire to 3.6% and average wages were flat month over month, joining me forbes media chairman steve forbes and former ckd restaurant ceo