the budgets are being compressed and they are coming down. pi rasy is a huge force and it's all the free content. >> the one woman used to make $150,000 a year and down to $150,000 a year. frequency of appearances and payment for performance as well. >> absolutely.y. the top actors and actresses can make up to $2,000 per scene. there is a price tag. >> per scene, not per day. >> per scene. there is still an appetite for the top performaries, but there is a rash of the mediocre performers and not the ones who are the headline grabbers of a movie. those people just simply don't have that power in the economic times to get the wablg wages they used to get. >> before this really is much the same problem in the music industry has had.

>> hollywood is -- people are not buying tickets and dvds. you can get them for free. the same for porn. >> you have to tune in because we are in the documentary that melissa hosted. the porn business of pleasure show at 10:00 p.m. eastern time. are the pigtails coming out of my head. >> no. we will see you on fast money. that's it for "power lunch". see you here tomorrow. "street signs" begins in about 30 seconds. general motors ceo said cash for clunkers has slowed and given a healthy boost to august's numbers. president obama told a canadian system that is wont work in the u.s. they are making a bid for

frontier airlines and southwest has been competing and auctions will be held tomorrow. that's cnbc news now. i'm courtney reagan. >> hello, everyone. this is street signs and here's what call street is talking about. the big question, is the economy fixed? why the number 1.3 million matters. in answering that question, there 1.3 million whats in america? we will talk about that in a moment. 1-3 menchs are obese. ahead of one of the most hospitals in the country joins us with a cure. a cure that will not cost the $1 trillion of the current proposed health care reform. timothy guidener said the debt limit is not high enough. should we let him? congress must approve that request and that is our show and it starts right now.

>> the summer rally is taking a break on one of the hottest days of the year. the best performing sector on energy and 3 m and cisco are leading the way down. priceline and hoermle, the maker of spam is rising.. about a 25% drop in profits for companies in the country in the second quarter and about a 17% drop in revenue. what is mike talking about? let's go straight to the trading floor and find out. rick santelli and scott wapner is back and rest friday vacation.. bob dasani, they surprised me because it seemed that everybody sauled it may be overreserved and start getting gains, right? not now, but down the line. >> you have to read the 10-q carefully. straight street had a 10-q out this morning and takes a while

to get through t. they said the reserve they had for losses on their subprime portfolio may not be sufficient. if you read it safelily, they seem to be talking about legal proceedings against them. several customers file against them and the sec is looking into enforcement about the way they managed it and went on to say the reserve they established due to the enforcement actions may not be sufficient. that's a slightly different change. bear that in mind. i know it's technical. i see the dollar up and yields down. we are trying to figure out if there is a little bit of disconnection going on. >> there definitely is a form of reallocate in terms of how the markets are pricing against each other. it's hard to ignore.

you have about a nine basis points drop. this is on a week where we see a 10-year supply on wednesday. keep it in perspective. a 376 yield. one week ago in the 360s. if you look at the friday before last, we were under 3.5%. as for the dollar, there is a new theory that may be some of the non-belief in the perpetuity on how long it can last is showing up in the dollars. it's not anything different than the price or the dollar is early on this one. >> interesting and also, rick, i noticed here on friday, the market priced in a quarter percent increase in rate. they are 76% chance. you roll your eyes and say they are missing the point. >> they nort missing the point. i say that the media is missing the interpretation. i don't think that you can like we did five years ago say on such and such meeting, this is what we are looking for the fed

to do. this is the liquidity of the market allocating. i don't know that anybody holding that position thinks the fed is going to come up. >> something point. scott wapner, on your side, we are talking about the strength and the big names that we are pulling back. how has it changed? >> if anything they started pulling back more as we ventured the afternoon hours and the nasdaq is off about 3/4 of 1%. the nasdaq is a leadership group off of the rally we had over the last several months and led by research in motion that got downgraded over and i think to the wall, it's down 5% and mostly evaluation calls. they are taking some off the top and apple is down as well even though it was add the to the short-term buy list. the stand out stack of the day and know we talked about it a lot, priceline.com up 13% and up 100% year to date.

a 52-week high for the stock. particularly the big surprise is the pick up in summer leisure travel and i think it raised eyebrows around trading floors and certainly among investors. >> on the auction that courtney was talking about, thanks to all three. as we try to find out where we are in this crisis or the great recession or is it all behind us now? the bottom line is this. as we try to find our way out, not all american workers were hurt by the recession. some businesses did just fine. take the million auto mechanics. 1.3 million we shared with you at the top of the hour. they were buying tools and maybe not ex-penive ones, but people brought the cars in in the recession. it means mechanics had jobs and income as they would in a normal environment. the concern about the economy, they didn't spend the money.

1.3 million americans with money to spend. let's find more from the snap on incorporated. the company sells that and you and i were talking and it caught my attention as you broke it down in a way. very few people have. there is a population of people in the country who had jobs and income growth in the slow down. >> right. there is the technicians that snap on sells through. 3500 franchisees throughout america to that 1.3 million technicia technicians. during the recession, i think there were headlines in newspapers saying economy glum and repair shop hum. it seemed to make sense and 40% of the car park in the united states, the cars on the road are over 10 years old. the data told us that americans were spending more in vehicle repair than ever before. when we observed the shops, they

seemed to be busy. beyond that we long to these technicians for bigger purchases and the delinquency rates in the loaned remained rock solid in that period. i think you could conclude that they had cash, but they were sitting on the sidelines. our big ticket items was we could say were longer pay back items like tool storage and diagnostics were not selling. four quarters of reduxz. >> not only do they need to identify -- a lot of people might look and say well, the higher ticket items. people were not buying as many and saw it as a negative. you are saying look, the delinquency rate has never change and now they have money. the question is, are you seeing them at all have a greater willingness to spend it? are they buying more big ticket packages? >> our first quarter was up sequentially from the first

quarter, particularly in the sector. everybody we sell to wasn't up. many of the places where we sell internationally or in other industries were still mired in difficulty. but this particular segment was up. we saw the big ticket items come up. for the first time in four quarters, when you go to the field and you visit these tech anythings in the shops like we do regularly, during the third and fourth quarter of last year, they were discouraged. they were eating bad news for breakfast. seeing the same difficult every morning that we see and uncertain about the future. the menu change and they are telling us they are more optimistic and those are willing to invest in the future in these longer pay back items. >> thank you very much. we appreciate your taking the time in explaining this. we had a conversation last week where it's really stood out.

i hope it did to the viewers too. he is raising the number who kept jobs and had income growth and perhaps they are ready to put that to work. who possibly could they buy? we asked a retail watcher for a list of a few consumer things where demand has not dropped. on that list, kitchen splice and two-piece women's swim wear. we were surprised by jeans particularly.. this might be a good sign for levi strauss. a private company respecting about a 10% increase for sales for the year. maybe auto mechanics are buying jeans and underwear with their new wealth. what are they going to do with the money and what other groups are out there like the technicians who have money to spend. here now to talk about that, we have two guests. the investment strategy group.

director of moody's economy. great to have both of you with us. >> thank you. >> 1.3 million technicians who had income growth and chose not to put it to work over the past 18 months to two years. are you see together all with the money on the sidelines for people like that coming back into the market or not? >> at van guard we have seen the cash flow if the bull market and the bear market and the recovery consistent across the equities bonds and money markets. at least our demographic client has been putting the money to work. >> so what would you say on your side? any other populations? auto technicians and other groups? >> sure. during the latter part of the recession where it can get the most intense, we saw biotech and

engining and increasing their profits. if you think you have a good skill set in science, mathematics or engineering, there is increasing demand for the positions and they will stay roughly where they are. there populations out there who could increase the demand when they are concern we are past the worst of the recession. >> some of the groups, you had interesting areas. how many people is that. >> those positions will be useful. many of the people in the manufacturing who might have lost their jobs, they can conceivably fill the line production positions and that would help tremendously when we get going. the least common denominator in the companies who are profitable, you have to have a fairly significant skill set in mathematics. it will be difficult to fill the positions. we will look at things in construction and engineering where energy exploration and one

avenue of growth should save us $65 a barrel. there will be rough positions and other production in the positions, but we are looking at engineers and sciences and scientists in general. >> if we look at where the money may go, do you have any concern that it might ever come back in in the way it did before? >> we are actually encouraged when we see the cash flow considering what occurred in 2008 in the first two months of 2009 that most investors at least here took it in stride and even within the mutual fund industry as well, given how significant it was, we saw cash flows into the major asset classes and just in june and july of 2009, broadry we see money leaving conservative money marks and into higher risk,

higher returning markets like income, bond income and the equity market. >> thanks to both of you. we will take a break. on the other side, amazon has the early lead and sony beta max had the early lead back in the day. is amazon about to repeat sony's deadly mistake? and the self killer. killing more than 2.5 times the number killed by hand guns a year.. if the plan does nothing to help it either. i'm racing cross country in this small sidecar, but i've still got room for the internet. with my new netbook from at&t. with its built-in 3g network, it's fast and small, so it goes places other laptops can't. i'm bill kurtis, and wherever i go, i've got plenty of room for the internet. and the nation's fastest 3g network. gun it, mick. (announcer) sign up today and get a netbook

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i wanted to give statistics of the stocks that has been around. as you can see for the s&p, the worst day for stocks in the month.h. it's got about 9:10 of a percent. let's get the trades. cofounder of the investment group and president of jl mcgregor and company. the most common concern we hear is that stocks are up 50% and only about 10% or 12% for the

year and 50% from the bottom and they are ahead of themselves and so is everything else. you say not so fast? >> and our trade is hyg that tracks the bond market. people tend to forget that this rally we had came after a bigger decline. high yields spread are right now just getting to the prelehman levels. the equity market had to rally 20% plus to return to the pre-lehman levels. you were mentioning, that may be conservative by some views. we had such a decline. as more and more money comes out of the fixed income treasury, so to speak and cash, we are going to see more go into equities and riskier corporate bonds and hyg should benefit and has a great yield. it's less risky than equities,

but more of a pull towards risk asset. >> interesting your point. we have come quickly and far, relative to how far we fell, perspective is everything. what about your trade? you honed in on the headlines and i think i saw this morning that property prices are up and value of transactions are up 60% this year? something incredible like that. >> my trade today is morgan stanley's china index fund. my belief is the is note looking to pop the bubbles any time soon. it is feeling bubbly, but not peak bubble right now. this is definitely not september 20 2007. i was out there and things felt good and people were happy, it

wasn't too bubbly there. i don't think the government is looking to put the breaks on too soon. >> 12.1 trillion to be specific is not enough apparently. timothy guidener needs congress to raise the debt limit. will the deficit derail the president's plan. one out of five goes to a disease that is largely preventable. it may be illegal for employers or ensurers to do anything about it. back with that after this. these days, wouldn't it be great if saving money happened as automatically as everything else? at bank of america, it practically does. use the bankamericard power rewards visa credit card and earn rewards like cash back with every purchase. cash you can put into savings. or even use to help pay down your credit card balance. it's one of the many ways we make saving money

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fewer pills than extra strength tylenol. just 2 aleve have the strength to relieve arthritis pain all day. president obama in mexico talking about the canadian health care system and why it may not work here. john? >> we just had a fairly low key news conference to close a low key summit where the stakes were no high and no big agreements were expected. a couple of things happened. there was discussion among the three leaders about continued cooperation on swine flu which has been one success involving the u.s., mexico and canada.

the other is on climate change, an issue all three are sur suing in advance later this year. it was brought agreement on the need to sustain trade among the three countries and the backdrop was set early when his trade representatives signalled they would not seek a renegotiation of nafta and candidate obama signalled last year. nafta is being preserved, but there specific disputes over mexican trucks and congress and labor unions are concerned that trucks coming across the border. they think they have a right and there disputes about the buy american producers and the president making the point in that news conference and have not affected the trade. there was discussion of the issue that is not going away for any of us in the united states. the president's place of distance in his own proposal and

ambitions and the government-run system in canada which for all the merits makes people wait for procedures and the spt trying to convince americans that they are not going to have to wait and be denied services because of the reform he is pushing. the headline and everyone thinks of it as the ultimate single payer. was the president trying to make it clear that i am not for a single payer and that's not how we head the headline? >> absolutely and one of the subtext citizen idea that the public option the president is pushing might be a trojan horse towards single payer over the long-term and for some liberal democrats, that is exactly what they hope will happen. you have a public option and it's become something bigger. the that's going to continue to

be a bone of contention. >> final question. are you confident that we are going to get something meaningful when this passes? it's clear we will get something, but will it be meaty and meaningful reform? >> a couple of things are happening. one is the that makes it more likely that they will not go anywhere. you will get an all democratic bill out of congress. the bill will likely move to the left of what those finance negotiators are discussing. it will be meaningful in terms of coverage and the real question is is it meaningful in bending the cost curve and controlling cost? that's the difficult question and we don't know the answer. >> one way to control cost might be to do something that doesn't cost anything and takes a lot. that's to o l obesity. that's in a couple of moments to talk about that. we have breaking news and we

want to go to fill w the chief general motors. phil? you are calling for cars and cultures and bringing in customers and showing them what's under the hood. this idea, is it one that when they first came to you, they said we haven't tried this before? let's do it? >> yes. in a word, yes. this is 30 day after july 10th when we exit bankruptcy. we knew that our primary job was to go to work with customers. we had a chance to show the new board and the productions and have them drive us here and we said fantastic opportunities to bring in customers and bring in other groups and it was a great opportunity when the idea came in. it took about three successes of discussion and it was a fantastic idea.

>> when are the board met, what was the sense that you got comparing that with previous board meetings under the old gm? i think people are interested in seeing what the new director's vision wanted to be. >> if you look at the content, you think about the general motors and we were restructuring around the clock.. the balance and whatever. so much of the agenda for the board that worked so hard. so much was how do we address the issues we are facing. leading up to the decision to file the company in june, the new board carries over, but it brings a new set who had nothing to do with that. they are not interested in that which is great. what led to the bankruptcy. they are interested in knowing

where is the company competitively, but the primary discussion was how did we win in rket and here in the u.s.? they are focused on 3.5 billion shares next year and at some point going public. are we looking at the first quarter or the first half? >> the first half. we would spend the first quarter finalizing the financials. we need to do fresh start accounting and the assets and liabilities on a fresh start basis. that takes time. we need to get that complete and we need to finalize our 10-qs and the k which would be around march 31st. that would put us in a position in the second quarter to consider an offering. think of the first quarter and the rest of this year and the first quarter next year as getting ready. >> you believe you will be in that position to be ready to go public? >> we do. if you look at every one of the

shareholders, they want us to go public. about getting the books ready and most important it's about getting the business performing in the right way. if we do that and that's our job, what they want us to do is be ready. every one of the shareholder groups wants liquidity in the stock. >> a big day here at the millford proving grounds outside of detroit. tomorrow i will give insight on the vote. >> we will talk tomorrow and see what we have to say. >> people will be interested in hearing what you have to say. a bit of a tease. . >> he was talking about obesity. we will talk about that next. thh

here are shocking numbers. according to the food and drug administration, 64% of the population is over weight and 1-3 americans are over weight. this all translates into big money. an obese person spends $1500 a year on health care. 40% more than a person of normal weight. is this a way of covering up an epidemic we can solve to eat better and exercise more. joining us is president and ceo of the cleveland clinic. good to have you with us again. i know this is an issue. you feel passionately about this at the cleveland clinic and put a lot of things into place. i want to go to the americans with disabilities act. it appears difficult for them to lose weight, giving bonuses for

doing so. because of that act. >> it is possible to give people bonuses for reductions weight t and around their insurance and copays and that's what steve bird has done and one of the programs we are interested in looking at. >> that are goes to the insurance company. >> that's something that reduces your cost. >> is this something that we could roll out and have a standard for all employer-provide or individual health care? >> that is something that is possible to do right now and many companies are doing that and this is one of the things that is incenting people to lose weight because it reduces their copay on their insurance. if they get down 10%, then the next year they get that additional money back if they come down-another 10%. >> i'm trying to think of different ways. could you dock somebody if they gained weight? that might be a stronger

incentive. >> that's difficult. it has to be on an annual basis. as you get to the obese stage, you can ask people to pay more for insurance. >> you are saying we can do this and mandate it through health care reform, but we are not? >> one of the things i'm concerned about is the fact that we now pay 10% of the cost of health care in the united states around obesity. we pay another $100 billion around smoketh and disability that that causes. those things are responsible for 40% of the premature deaths in the united states. really if we are going to bend the cost of health care in the united states, we have to do two things. we from have to make the health care system more efficient in delivering by integrating it at the hospital and the professional level and secondly we have to reduce the burden of

disease in the united states and smoking and obesity are the two places to start. obesity is the biggest one of those. if you look at people who are obese, 20 times as likely to have diabetes and 2.5 times as likely to have heart disease and half again as likely to have cancer and hypertension twice as likely. >> one thing you mentioned that it's worse, but similar to what happens with cigarettes. one thing we have done is tax them to an obscene level. some people still smoke, but it cut into smoking. why can we not do that for things like cheese fries with ranch dressing that have 2900 calories. is that too strong or should we be slapping a tax on this stuff? >> one of the things we are talking about is putting a tax on soda.. a lot of things are coming to our attention. we begin to realize the

financial implications and the health care implications for people who are obese. we really need to worry about their health and we have to begin to think about things are getting transfats out of the food and get the label for the calories and the risks that there around obesity and beginning to do something. you have to remember that 40 years ago, we started on smoking and it took the incidence of smoking from 40% to 20%. it will take a long time to raise our consciousness about the real importance of obesity. >> doctor, thank you very much. i want to emphasize in the cleveland clinic that the doctor runs. vending machines and healthy food helps people with weight watchers and you are not allowed to smoke on the campus. >> serious player. >> by the way. >> holy cow. >> holy cow. >> i'm a blooming onion fan for

the record. >> the stuff tastes good, but he was talking about -- this idea of the tax. if you want to lower health care costs, you have to incentivize people to not gain weight and there ways to do that. if you tax the aussie cheese fries with ranch dressing -- >> i think that the people in the tobacco business say when people watch commercials and saw they were being demonize and it was an uncool thing, that spoke to it in muy theaters, a lot of that is paid. that's what phillip morris said was the downfall. >> you are saying demonizing weight. >> make people feel bad about it. >> we can all say that, but it touches on socioeconomic issues in the country. you have to deal with that. >> i know and i think the people would accept the tax because they love the food. it's an addiction. i am strong on this and i think

it's an addiction that the companies have created. kind of like nicotine. you have to embarrass people out of eating the stuff. >> how strong is the lobby? >> i'm not naming names because i know the numbers like coca-cola or mcdonald's or kraft foods. >> they have all tried to make it so that there is alternatives.. i don't know if there issan alternative on the outback. you don't put the dressing on. use the balsamic. >> you force people to eat anything. >> i agree. outback is outrageous and my australian friend who bumped into me said we shoot deer which are also mammals. i was in favor of shooting them because of insurance. >> maybe that was it.

>> let's get to some trades. >> it's like right there. >> this was the camels and i felt guilty. they are consistent. >> i hunted deer and they had it coming. the second amendment is the best of the 10 for the record. >> best buy, fantastic trade. a well-reasoned peace and it will be at the bottom end and the top end by amazon. i thought wow, here's the first guy to recognize they will benefit from circuit city. smart, smart peace. i agree it should be down a couple. goldman sachs said stick with it and it opened up. i have to tell you, i visited the casino this weekend and maybe the most single depressing trip i have take nen my life. not only was it empty, but it's

in this area where there hasn't been a job created and a giant steel mill and only slots. >> do they matter to the companies?s? >> the las vegas sands? they spent a lot of money. they need to have a hotel. i have to tell you, this was one of the most depressing things. i was doing it and it closed at the end of the day. if that is representative of the expansion plans, i want to sell it. even though my friend said it's a good chart. >> final point, did you vote? >> i would merge it with sunrise senior living. that's a powerful combination. sunrise senior living in the casino. it's one stop. >> i am trying to save you from yourself. >> a little bit of both. let me know, viewers what you think. >> i never have been able to hit

anything with an arrow. >> what have you hit with a 22? >> multiple mammals. rodents. they all had it coming. >> obama's hurdle to health care may not be the angry mobs, but what could detrail his plans. how you read and amazon may be about to make it a classic blunder.

$12 trillion is not enough. wanted to boost the debt limits so washington can borrow more and spend more. main street may have another idea. americans are starting to worry about the deficit. that puts the agenda of president obama at risk. for more on that, we are going to the center for american progress and kato institute, also a senior fellow. good to have both of you with us. 12.1 trillion is not enough. it's a frightening thing.

>> it's a frightening thing.g. it symbolizes a government that is out of control and taking over more and more things up along in the private sector and having more and more influence over our lives. we spent eight years of george bush being a big spender and now obama picked up the baton and raising it in the exactly same direction. he is overreaching. the american people said we don't want to be a european decrepid welfare state. . >> i want to disagree with doone at least agree with him on the history. they have a well-designed target and stimulus.

at the same time there is clear sense from the obama administration from congress that what you need to do is address the legacy of the fiscal recklessness and bring the country back to responsibility. that requires lowering the cost on the health sar side and a mix of spending and revenue. cost control in the system. that's a step in the right direction to put the country's economy and the budget on the right track for the future. >> can we make an argument that budgets of crucial. this is what tim tried to say. deficits are crucial and he is going to deal with them. he wants to make sure we are out of the woods. can we make that argument? >> they can make that argument, but they are being non-senz cal about it. canesian economics didn't work for the japanese and hasn't worked for the big government, george bush and barack obama. the notion that you demonstrate

fiscal responsibility by spending more money or christian contention that patching a new entitlement program -- i want to pull my hair out. it's amazing that anybody can say this. >> that's personal. it is not a new program.m. nobody is proposing a new program here. >> $1 trillion. >> the other part that we really need to disagree, i never heard of that in the same sentence. with the bush administration ready to pursue -- it actually took the government out where it could have been much more efficient in the health care or medicare negotiations and importation would have been beneficial in terms of making the dollars. >> you send them to canada?

>> it's a messed up system, but there were clear solutions in allowing medicare. they were taken off the table and would have made the system much more efficient. clearly this was a mix of having big government and we don't want big government. if you want a government program, you have to make sure it's efficient and works and runs well. that's the difference between the bush administration and the obama administration. they are trying to find the partnership. >> i will assure you this is to be continued. i love looking at their faces at the end. that is today's tech effect. they learn a lesson and sony

beta max may not be laughing a few years from now. the employees a big h yeaaaahhhh! find out more at aflac!... ...forbusiness.com (laughter)

hormel foods one of the big gainers, maker of spam. earnings up about 5.6%. now let's play fill in the blank. betamax is to vhs as kindle is to blank. let's fill in that blank. bred aarons from the "wall street journal" joins us to do so. he's a columnist. brett, good to have you with us. and i know you wrote about the overwhelming popularity of the kindle but you say perhaps it is not long for this world.

perhaps being the key world. but what are the big threats? >> well, the problem -- the kindle's a great product. it's really transformed the ú e-book whole experience. it's very easy to use and so forth. but amazon's taking -- jeff bezos at amazon's taking a big gamble. the system that he's chosen to use at kindle is closed, it's locked, and it uses a format that is not shared by any other e-book reader. my concern, and i wrote about it today, is that what may happen -- what happened to sony and the betamax back in the '70s may happen to the kindle, which is that everybody else uses another system and eventually and maybe not even over too long a period of time consumers say, well, you know what? i either have to stick with amazon or i have this wide range of alternatives and i've got to pick one. now, if you buy a book on a kindle, you can only read it on the kindle or on an iphone if you want to read "war and peace" on a 3 1/2-inch screen. if you want to buy e-books from

amazon, you have to buy them on a kindle. and the books are locked to the kind sxl they use a format, a particular software, a variant of something called movie pocket, that only works on the kindle. that's the problem.. >> couldn't they change that, though, so it would work on everything else so they cone sure their dominance? or they could but you're worried they won't? >> they could -- listen, they could offer conversion software at some point down the road.ú no question about that.ú it can be done.ú anyone buying -- investing a lot of money in buying books on the kindle is gambling that at some point amazon is going to offer ú that facility because if they ú don't your books are locked to ú kindle.ú if you don't five years from noú someone else may make a much ú better e-book reader.ú you can.ú my concern is first of all ú there's no guarantee that they ú will. so, you know, customers are kinú of left hoping.ú and it -- the backward compatibility is an issue. it's certainly not -- i don't think amazon is -- i think they're making a big gamble on this. >> all right. well, thank you very much, brett. we appreciate it. i know we have a lot of people

who are big adorers of the kindle. so i'm sure a lot of reaction to this. thanks. you can see his story of course, in the "journal." and then, too much information. but for one company tmi about every click you make on the internet means profits. and julia boorstin filed today's "tech effect." >> reporter: for omniture too much information is a good thing. the number-crunching company manages a dizzying trillion transactions each quarter, translating complicated analytics into simple realtime information to help companies customize websites and target ads. >> we help them understand who's coming to their websites, where they're coming from. we don't actually know personally that it's julia that's been here, but we know a woman who lives in the los angeles area and she's been here five times before. >> reporter: with a billion-dollar market cap, omnituru's stock has grown nearly 30% this year as it's helped companies anticipate web surfers' every move. >> we use our products or

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