not necessarily today but before the end of the week. >> modest losses across the board today. you're going to get the complete market rundown on "power lunch" in just a moment. that does it for us. don't forget to catch more fast at 5:00. let's go to power right now. and three hours to go in the trading day. markets a little weaker on worries about greece's failure. have we heard this one before? to meet a debt deal deadline. keep things in perspective. the dow, s&p, nasdaq, have all crossed into bull market territory, up 20% or more since october despite greece. is it time to ramp up the risk in your portfolio? >> and a joint venture in video. coinstar and verizon teaming up to offer a new subscription service to deliver content when and where you want it. can they take on netflix, brian? >> we'll see about that. yum! hasn't always tasted good but stock up 30%. they report after the bell.

should you be bullish for bu burritos ahead of the number. i'm sue herera along with tyler mathisen and brian shactman. "power lunch" begins right now. >> he called me a burrito last week. in fact, if not for greece, we might be back in rally mode today. given the runup we've had this year, we're not looking all that bad. the dow only down 33. the s&p not even .25% and the nasdaq down .1%. the pulse of the markets, the dollar getting stronger, getting a bid on improving u.s. economy. the dollar index above 79. gold, again, the dollar could have an impact there down $15. and usually crude right now despite all the tension in the middle east and what's going on in iran, down 3.25%. midday movers humana earnings in line but weaker than expected. food supply with sysco, and chinese internet so hu off

sharply. let's get to the green. hasbro stock up 2%. best buy a bounce back after getting dragged down by radio shack last week. 2.5% plus. and sketchers higher on an upgrade at 4.5%. let's get a view on the markets from bob pisani on the floor of the nyse. >> thank you, brian. three to two, very narrow trading range after the dow jones industrial average hit a three and a half year high on friday. little flurry of excitement in the middle of the day on the euro. angela merkel was out saying they won't allow greece to go into bankruptcy. there's some talk greece politicians are getting down to the nitty-gritty of it talking about cutting 15,000 public sector jobs. they don't say when though. it's the usual talk out of greece, but it's moving the euro to the upside. also the major sectors really all moving in tandem. not a lot of big energy here. energy stocks did pull up on

some strength on the refining stocks earlier in the day. but by and large everything down a fraction. a front page article on general motors in the "the wall street journal" talking about the possibility of $10 billion in profits, but the market's already acted like the awe motive is going to have a great year. look at what's happened since the start of the year in the big automotive names with most up double digits. >> thank you, bob. switch on the "power lunch" power surge and drill down on the stories driving the day. top economic names raising their growth forecast on the u.s. on the back of friday's strong jobs report. and our steve liesman has wall street's new view. steve. >> yeah, tyler, not just the jobs report but also the better autos from last week, we had better auto sales. we've had a ramp up in production. some better chain store data. let's tell you the tale of the

tape, anemic growth at the start of last year. this is your gdp stair master, let's call it. and then a bit of a come down. the question has been how much of a comedown in the first quarter? show you what happened over the weekend. the consensus had been at 2%. it's now ramped up a little to 2.3%. but when you have averages like this, you have big swings. let me show you some of the swings in there. first we come up to action economics, our friends over there got from 2.5% to 3%. hfe back up in there at that 3% level. and then come down here and you see drew madison company at ubs, they've gone to 1.5% to 2.3%. one of the bigger increases 0.8% there. that's come up quite a bit there. look at commentary that we've seen. goldman sachs saying there is no question that job growth has picked up and done so meaningfully. ubs oh pining, there's the surge in payrolls in january provides

further evidence that a vir chowous cycle of economic activity is beginning to take hold. that's the cycle we've been looking for for a very long time. at mike mo ran saying the household survey saying recent activity might be accelerated. right on this very stage on friday we talked about that difference in the household survey, which is quite a bit higher, compared to the payroll survey, which has been lower. keep waiting for these to come together. instead they're diverging. maybe the household survey has a better story or more true story of what's happening. now, tyler. >> yes. >> you are always asking me questions. i want to ask you one now. what did giants touchdown hero have in common with fed chief ben bernanke? >> they both sit down on the job. >> no. but it is about sitting down.

>> look at bradshaw. he's on the goal line. he should really sit down, but his momentum carried him into the end zone. >> oh. >> now, let's see ben bernanke here sitting down. okay. now, we know he may want to do qe-3 here, the question is given this jobs number, will he stop or sit on the goal line or is his momentum going to carry him into qe-3? sue and tyler, that is strained metaphors for a hundred. >> i was going to say, wow. >> i was going to guess s.a.t. scores because bernanke did 1590 on his s.a.t.s. >> he may have. >> he's a virginia guy. >> will the momentum carry them to do what they're built to do. can ben bernanke stop that train? the reason we bring this up not just to be silly but to point your attention to the senate budget committee hearing tomorrow morning at 10:00 a.m. normally bernanke would just repeat the testimony from house budget last thursday, but maybe this change in the employment numbers is going to change the

economic characterization tomorrow and maybe change outlook for fed policy. >> steve, thank you. >> everybody will be listening very carefully, steve. thanks. while wall street's optimistic about the u.s., fears about europe still running very deep in the market. greek leaders dragging their feet on a deal with their european partners as the countries -- basically the union, prepares for a massive strike. our chief international correspondent, michelle caruso-cabrera, is following the latest developments. and still we wait. >> we are still waiting. what we are waiting for today is different from the last three weeks but i'll get to that in a second. the reason the unions are planning a massive strike tomorrow because in the last hour we've learned about 15,000 job cuts to the public sector, that means government workers losing their jobs. in greece it's in the constitution that once you work for government, you will never lose your job. that's why this is so controversial. but what we're waiting for today is different than what we've been waiting for for the last three weeks. we used to be waiting to hear whether or not greece had reached a deal with private

sector creditors to cut their outstanding debt by 50%. we think that deal may be done, but that's not what we're waiting for today. today we are waiting to hear that the three leading political parties in greece agree to the demands of the troika, the imf, the european union and the european central bank, their lenders of last resort. what do they need to agree to? even more spending cuts, more reform of the pension system, wage and non-wage labor cost reductions. going to cut the minimum wage even in the private sector. and they have to agree on how they are going to recapitalize the banks when this big writedown to the debt does happen because that's going to be needed for the banks. how much government say is going to be in the new structure? if they agree to that, here's what happens. they get 130 billion euros, at least, worth of new loans from their european partners. we're hearing it could be even more because they may need even more money. once they do that, they can finally do that debt exchange

with the private sector. why do we have to wait? because, remember, the debt exchange with the private sector includes 30 billion euros that's going to come from the 130 billion euro pile to give to the private sector. so one has to lead the other. and then if you finally get an agreement, you avoid a messy march 20th. what is significant about march 20th? that's when greece has more than 14 billion euros worth of repayments due. and this is all about trying to headoff something very messy happening that day and the ripple effects that can happen. got it? back to you. >> michelle, thank you very much. new concerns for boeing's dreamliner. this time the company discovering problems with the few sill lodge. >> let's explain it to you. what we're talking about here involves shims, incorrect shimming taking place near the rear of the plane.

shims strengthen the frame. the problem has been found in three dreamliners. it's not considered a safety threat. this sals going to have people focusing on the carbon fiber composite. well, yes, shimming, if it's not correct, could lead to delamination. delamination would be the composite skin weakening or pulling apart. boeing says it has not seen that yet. as for the fix, the company says we do not expect any major structural items will have to be removed for the repair. the concern being if you have to take off the tail to fix this, that would slow down the production. and that's the focus for wall street. the 787 production schedule right now two and a half per month. they didn't even meet that last month. they don't want to be falling behind any further. they are on schedule -- at least this is what they say right now, they're on schedule to make ten per month by the end of 2013. as you take a look at shares of boeing, the thing to keep in mind there are more than a few on wall street saying that schedule's already too aggressive, sue, i don't think they can make ten per month.

if they have any problems like this that slow down production, which boeing says it won't, but if they have any of these problems, that's going to make people more skeptical of reaching ten per month by the end of 2013. >> understandably so. phil, thank you very much. to the bond traders now that are gearing up for a big week. we have auctions, the situation in greece michelle told us about and the fed chief speaking as well. jeff kilburg joining us and we can now catch you regularly on the "fast money" halftime report. congratulations, jeff, good to see you. >> thanks, sue. good to be on your show. >> we are down 2%. in terms of yield on the 10-year, what's going to be the focus this week? is it the supply or bernanke? >> well, i think it is bernanke. the supply is going to come and go, focus continues to be on the despairty. a huge and wonderful unemployment number at 243, but that was quite, quite the opposite of his view in his last statement. so as a bond trader, you

continue to see the 10-year range hunker down from 1.8% to 2%. i think it's a very simplistic view. look at the balance sheet of the fed. it's a very, very easy way to kind of view this. but you see at $1.5 trillion they own and now strategically have twisted that. in 1961 the twist was deemed essentially a failure. but now you're seeing some traction. so ben bernanke is going to continue to sit with his finger on the trigger. i know a lot of people talking about qe-3 is not going to happen, but the bond market is alluding to the fact there's more to come and the 10-year will continue to go lower. >> all right. how much lower, very quickly, jeff, how much lower? >> 1.67 1940 low. by 1.5% by q-2. >> thanks a million. appreciate it. >> all right. straight ahead we are lower today, but the 2012 score card so far looks pretty good. s&p up 7%. nasdaq almost 12%. time for you to ramp up risk in

your portfolio, or is it time to retreat? >> all right. we have a little bit of both going on as we head to the break. a check of the commodities complex today. crb index down just a third, but we have big moves in terms of the energy complex today. and also in terms of the sugar market, which is up better than 2%. back in a moment.

i'm bertha coombs. time for three in 30.

three stock stories in 30 seconds. micron lower today. it's naming its coo as ceo to replace steve appleton, who died in a plane crash on friday. they'll hold their analyst call this coming friday. meantime, coinstar up more than 1% on a deal with v.o.d. expected to post earnings at 65 cents. $500 million on revenue on the top. and peter at jaffry says apple could very well roll out itv this fall. and he expects they'll team up near $465 a share. back to you. >> bertha, thank you very much. stocks are kind of stalling a little bit today after a five-week rally though. as the eurozone worries move front and center once again. what's the next course of action? should you retreat or pile on more risk? let's ask david steinberg, $250 million in assets under

management. up 16% year-to-date. and sandy lincoln with bml asset management. welcome to "power lunch," gentlemen. nice to see you again. >> thank you. >> david, i'm going to start with you. you were bullish early and paid the price for that when we had a lot of volatility. as we've noted you've now moved up to a gain of 16% year over year. are you satisfied where you are? >> i like to look at this as risk. if you put opportunity on and there is opportunity out there and it continues to be out there. the risk aversion that took place to what was going on in europe and greece moved lots of money into bonds. and, you know, basically bonds are probably overvalued and people are paying too high of a price to feel safe. and valuations both in the united states, emerging markets, small cap, large cap around the world are just extreme.

and due to that psychological difference in income and businesses are, you have to put opportunity on here. >> sandy, i noticed from my notes that you think the headwinds have lightened a little bit and perhaps a little willing to stretch a little bit for yield and risk. >> i think that's right, sue. you put it absolutely right. we still have headwinds. make no doubt about it. the imf, ecb, eu, they've all done remarkable things. we have a lot of good things going on in emerging market countries meeting their own mandate. encouraging news here in the u.s. so on balance when you look at that it's not tail winds yet. and there's a lot of risk is out there. i think the risk of implosion has dropped but this incremental added sort of picture we're getting is one of confidence. and i think in that condition and we've done this internally is we've upped the weight to equities. at this point we're a little over neutral in equities. we would agree in general with what david is saying, i won't call it the risk-on trade but

more the alpha trade looking for good solid companies to buy at reasonable valuations. that's going to be the key in here, i think. >> david, what is your biggest holding now? and what holdings have you been adding to lately? >> well, the largest exposure we've had has been to gold miners and enp producers. marathon oil, bridge petroleum an example. the newest positions that we've put on from october and november are things like alpha natural resources, arch coal, freeport mack ra man. >> is this a bet on economic growth? a play on the value of those stocks that they had gone down so much or both? >> it's all of the above. number one they went down tremendously last year. they were down because of fears of china. they were down because of fears of economic growth in europe and down because there are higher beta companies that people removed risk from their portfolio. a lot of politics that goes on

in managing portfolios and keeping risks under control and that's what creates these opportunities when fear runs high. you have to be willing to value the businesses, recognize the value is there and recognize it as an opportunity and take advantage of that opportunity as i see it. >> sandy, let's talk a little bit about china. obviously david is handicapping it a little bit differently. and i believe you think they will achieve a so-called soft landing. to any other economy their version of a soft landing would be a vertical takeoff, right? >> yeah, that's exactly right. it would be a pretty envy bl position for most economies around the world, particularly the developed economies. i think they have obviously a command economy. when you have a thichgs, you're not sure whether you're going to get it exactly right. they could obviously get it wrong as they did in the late 1990s. but so far they've struck a really nice balance between trying to control inflation, which can run away in a hurry there, and conversely they've done more accommodation lightning reserve requirements. as a result, i think they see

the need to continue to lend, continue to grow the economy. we're talking about a growth rate that might go from double digit and come down to something like an 8% to 8.5% growth rate. that sort of fuelling -- there's a huge portion that fuels that into the united states. that's an important component of the world picture. a $7 trillion economy growing at 8%, that's a very significant contributor. part of the reason we don't think we get a double dip recession is that kind of activity not only in china but emerging markets in general, tyler. >> thanks a million. good to see you both. >> thank you. >> a big new video venture. coinstar and verizon are teaming up. >> so can they challenge netflix? is that the target? first on cnbc we're going to talk to coinstar's ceo and president of verizon's consumer business. power returns in two. uh oh.

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let's check in with scott now and see what stocks are on his radar. >> thanks, sue. i'm watching glw, corning,

getting a little bit of an upgrade. overweight from neutral from jaffry. i'm following this stock because it's been facing slowing growth in lcd sales. they make the glass panels but they have gorilla glass in hundreds of different smartphones and tablets. that's the front glass casing there. the company says it's going to move away from non -- it's going to move away from lcds to drive its growth. they're looking at non-lcd products, telecom to drive sales. the analyst at piper jaffry thinks they can do that. he's also looking at a buyback to catalyst. it's an interesting stock to follow. that's why i'm watching it today. glw, corning. >> thanks very much. verizon and coinstar an announcement with a new video streaming service in the second half of the year. shares of both companies trading higher, at least in part on that news. look at the move in coinstar up

.1%. joining us from the new york stock exchange, paul davis, the ceo of coinstar, and bob the president of verizon consumer markets. gentlemen, let me give with you, bob. i'm a customer of verizon fios. i get plenty of content on demand service, what does this do that fios doesn't? or am i missing something? >> good afternoon, tyler. thank you. as a fios customer, you're on our platform. but what we're excited about is a compliment ri or new offering that we'll bring to the rest of the united states joining together our assets, the physical distribution of red box and our digital distribution of verizon content, our focus will be to bring this content and new offering to our non-fios customers. >> so if i am on somebody else's cable platform, i get my internet service from another vendor, i would be able to hook onto this service.

paul, let me ask you, what do you contribute to this partnership? is it your relationships with content providers or what? >> well, i think red box brings a lot to the party. you think about our ubiquitous footpri footprint, we have 35,000 kiosks. we have 30 million consumers and they've told us time and again that what they're interested in is just beyond our red box service, also broader content offering. if we bring a tremendous consumer asset base as well as this ubiquitous footprint of kiosks. >> paul, let me pose the question to you because i'm sure it's a natural one and you've probably answered it, is this a defensive move because you realize the days of the dvd are numbered so it's an aggressive defensive move rather than offensive move? >> what i can tell you is that today's consumer preference is still by far physical. and you look at our share and how we're growing in this space is evidence to that. but we also recognize that

digital will continue to grow and grow quite fast. in fact this year it's up by 51%. so this joint venture brings two great companies, two great brands, together to allow us to compete in both. >> the content question, bob, is the big one that looms here. who do you have content deals with? are you ready to announce any of them? and that content, because netflix is facing it, is going to get more and more expensive. >> tyler, i'm not ready to announce today who our content providers are, but i can tell you currently coinstar and red box already bring to the table already existing content relationships, fios we already have many relationships beyond that with other content providers. so we'll be working on both sides of the aisle to pull out and create the right mix that will be the perfect set to bring to market in this new offering. >> but whatever future content arrangements you do to will be separate from those that you already have through verizon fios? >> we'll build off of those relationships.

this will be a separate product, yes. >> paul, what is the product's name and what is the pricing anticipated to be? >> well, as we get closer to launch, we'll actually come out and share with you both the brand name as well as the product and platform offerings. but rest assured that if you look at kind of the core attributes of the red box brand around value, simplicity and convenience will actually be key things that we'll be focused on as we launch. >> gentlemen, thank you for being with us. appreciate it. >> thank you. >> good luck. and our thanks to coinstar ceo paul davis and verizon's president of consumer market. >> ty, coming up next, as you know everybody's talking about the super bowl ads, but the real question for business is this, did those ads really work? which big bucks commercials actually got people to go online and check prices and buy stuff? we'll have the results of cnbc's super sunday ad tracker. and we'll talk to the ceos of two companies that know which ads delivered the biggest bang for the buck.

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okay. check out shares of medco. down almost 8.5%, down $5.44.

reuters reporting that objections are growing to the proposed buyout by express scrips as regulators weigh whether or not to stop that $29 billion deal. investors certainly not taking any chances. we're now approaching a 9% decline on medco. brian, over to you. >> thank you, sue. two and a half hours to trading. let's reset the marketplace for you. i wouldn't call 4.5% a spike in the vix, but we're up above 20. a 10-year at 8.9%. gold down $15. we'll get details on that from sharon in just a minute. and we do have oil now below $97 a barrel. all three major indices are to the downside. but i want to look at the sector heat map for a second because it tells an interesting story. the best sectors of the year are the worst of the day. materials and financials at the bottom. it's really reflected in the laggards within the material sector. look at monsanto for one.

up 13% double digits for the year. u.s. steel has six month it's up double digits year-to-date. similar story there. energy's the only sector in the green. and refiners really showing the lead. tesoro up and sunoco up 3%. touch on specific names in the oil patch during three in po. but for now let's go to where oil is traded. sharon epperson at the nymex. >> how are you doing, brian? we are looking at gold with final trades around 1720 an ounce. gold has tracked the euro and there's been some profit taking here with concerns about greece and possible default. keep in mind george at rbc capital markets says we're in correction phase right now. we could see prices perhaps dip to 1700. there's another factor at work that's really supported the gold market so far this year 10% year-to-date and that's the fed

effect. look at what's happened to gold prices and what's happened to the fed, the chief global strategist at citi index pointing out there we can see the significant runup we've seen since january 25th in the gold market. and the biggest one-day jump of the year on that date and then another big jump on february 2nd with the bernanke speech. what is interesting is that we have several other key central banks coming out this week that will make decisions that could impact the gold market. look ahead for australia, england and the eurozone and if we see any inaction from the central banks, that could be another reason to take some profits, he says. and we could see a further dip here in gold prices. sue, back to you. >> sharon, thanks a million. well, the new york giants the big winners last night. what about the commercials? what good is an expensive ad if nobody buys the product you're advertising? how did those ads measure up? did consumers follow through? our julia boorstin is in los angeles with exclusive data for

us. hi, julia. >> hi, sue. we're measuring the realtime buzz around last night's nearly 50 commercials. cnbc and a company called collective intellect partnered on the super sunday ad tracker which calls 11 million posts from twitter, facebook blogs and more across the web to measure social media engagement. it does something very unique, gauging purchase intent. how many say they want to buy the advertised product. the most effective marketer at driving that purchase intent is chevrolet. three spots generated 36% of all chatter of wanting to buy a product. followed by m & ms with naked dancing chocolate ad, then coke with the polar bears. now, nominal buzz was positive about last night's ads. go daddy complaining they were offensive. over 60% of all chatter about offensive ads. one surprise, honda's ferris bueller ad, one of my favorites, was tracking well going into the

game, but buzz during the game was pretty low. the extended 2.5 minute version of that ferris bueller ad viewed almost 12.5 million times on youtube. it did pretty well even if it didn't generate that much buzz last night. tyler, you can find more of the results of this ad tracker on my blog. >> thanks very much, julia. sue and i were just talking by the way about whether that early release of those ads like the ferris bueller one cannibalized the impact of them. if you get 10 million hits online, you're doing pretty well. social super bowl could add up to big bucks for advertisers thanks in part to shaz am which lets viewers tag on smartphones to buy music or interact with friends. along with auto trader.com that tracked the amount to the car maker's site after their ad aired during the game. let's meet auto trader ceo chip

per ri. welcome to both of you. let's talk first about shazam. what could i do with shazam during the game? and what did people do? andy. >> people that use shazam have historically used it for music, but for the past year we've been focusing on tv shows. we had over 20 add verts last night that were shazamable. you could point your phone at the ad and you would be rewarded with some incentive for the brand advertiser. whether it was a prize give away, a free download or additional incentive such as a voucher. and we saw very, very high adoption rates during the super bowl last night. particularly given how early on it is for what we call second screen experiences. that it's linking up the cell phone to the television in the living room and having extended engagement for your target audience. >> so when you say very high

uptake, what does that mean in real terms? what did the numbers say? and where was the uptake highest? >> we look at uptake in a number of different ways given it's fairly early days in this market for everybody involved. first of all, we had over a million people actually participate in ads last night. but when you look at how many people have shazam in north america, we have 60 million users. and you do the math on what proportion of people actually could have participated. it was around about 5% of people actively engaged with the super bowl. >> uh-huh. >> so we think that's great validation that people are seeing value. it also shows that consumer behavior is changing far faster than we've ever seen before in terms of embracing these smartphones, these new devices, to have a more valuable experience with a brand advertiser. >> chip, from your data, that's backed up. tell me what you discovered from the data you got from last night's game.

you had volkswagen, honda, chevrolet, obviously the super bowl is big for the auto companies to advertise. but what were the results? what did you find in the data that you collected? >> absolutely. the super bowl is the big stage. and we tracked people every day on our site, 15 million of them a month. and we tracked a number of big winners yesterday. there are about seven brands in cars that received more than 170% increase in searches for those cars in the hour after the ad ran compared to the hour before the ad ran. but the big winner within 1,800% increase with an accurate nsx, the wonderful spot with jerry seinfeld and jay leno. the number two was toyota camry. super bowl is an interesting environment in which you have to combine humor in a way that's

relevant to the fundamental message. toyota piece did a great job talking about the re-invengs of that car. they reinvented couches, police officers, good old fashioned dmv office. it makes you wonder how has this car been reinvented. >> so given what you saw and the data that you saw, is the high price that these car companies end up paying for these ads, do you think it directly translates to purchases? >> well, what we can tell is there's an initial pop from these ads or not. the ultimate value of a big splash shi campaign is over the long-term, probably the next several weeks and months. but if there's not an initial pop, there's not much of a likelihood of a good strong line. so there are seven or eight cars got a great pop and these cars we'll watch closely over the next months to see if it's sustained. the fiat 500, the hyundai genesis, the camaro all received

70% increase. those brands have a chance, we believe, of getting a really strong roi from their campaign. >> and i know a lot of people will be watching your company as well because there's a lot of talk that perhaps you're going to ipo. what do you think? >> well, it's a possibility. auto traders is a 12-year-old company. we've done well. we have no specific plans at this point in time, so i really can't comment on it. thank you for asking. >> the market environment is better than it was last year. >> the market environment appears to be positive, but we're playing our cards closely and watching the environment and we'll see what happens. >> thank you, gentlemen. >> all right. thank you, guys. >> when we come back on "power lunch," yum brands set to report earnings in just a few hours. taco bell facing intense heat from rival chipotle. it's up 30% in a 12-month period. >> we will speak with one analyst still bullish on yum. stay with us.

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wanted to update you. shares of medco down about 7%. also down express scrips. more concerns being raised about the $29 billion merger plan for express scripts to take over rival pharmacy benefit manager medco. reuters reporting that the food and marketing institute which represents the largest grocery store chains has written the ftc saying it should block this merger because it would make it difficult for them to offer low-priced drugs and generic drugs to their customers. this comes after last week we saw senator cole of wisconsin write a similar letter to the ftc. among the stocks reacting to the upside, walgreens which has been in protracted contract disputes with express scripts, cvs also higher.

those companies according to herb cole would also be hurt by the consolidation. this is one that bears watching, tyler. >> thank you very much, bertha. yum brands which owns taco bell, kfc and pizza hut gearing up to report earnings. they come after the bell today. look at yum shares. the stock has been up more than 8% so far this year. that's basically sort of flat today. nearly a 7.5% move for the year so far. jane wells is in los angeles focusing on the big issues investors need to know. jane. >> hey, tyler. yum stock reached an all-time high last week. while analysts expect a good report today, some would not be surprised to see investors make a run for the border after earnings as they have recently with mcdonald's and starbucks. the street's looking for 74 cents a share on $4 billion in revenue. double-digit growth for both. and the company certainly spent a fortune yesterday. oh, yes.

pizza hut ads all over the super bowl pregame. this one in the game itself. try to make you order some pizza. yum also expanding its taco bell offerings, most popular chain in the u.s. with a new breakfast menu to capitalize on mornings. taco bell seeing negative headlines connecting it to a salmonella outbreak. and then there's kfc. >> right now i think kfc in the u.s. is probably the largest hurdle that the company has to overcome. it's been comping negative for some time now. no signs that's going to change in the near future. >> 5,000 kfcs in the u.s. is 1,000 too many. however the chicken giant is yum's growth driver in all-important china. analysts will be looking most closely at what's happening in china. many expect to see profit growth there of over 20%. sue, any sign of weakness in china will not be good. back to you. >> indeed, jane. thank you. i think our next analyst would agree with that.

so how should you be playing yum ahead of results today? the restaurant analyst with credit suisse. welcome. nice to have you here. >> thanks for having me. >> one of the reasons you have an outperform rating on this stock is because you think they do have unparallel access to china and a big footprint in india and other parts of asia as well. >> exactly. i would call it unparalleled access to the emerging market consumer. the nice thing you get in addition to that is the ability to evolve the business model toward this competitive advantage. you can take developed company operated markets, sell them off to franchisees, pull the capital out and be left with a high-cash, high-margin, high-return business at the end of the day. that's a really unique aspect of this model as well. >> does that outweigh then the fact that perhaps they've reached some saturation points in the united states and maybe taco bell has had some issues. does the growth they're able to

get overseas trump that? >> absolutely. the u.s. becomes less and less effective in the growth story all the time. pizza hut's done, kfc is well underway and taco bell still has room to go. so really the business model becomes ever more reliant on all these emerging markets all the time. another strategy they've actually talked about is to sell the pizza hut uk business. >> uh-huh. >> which is really the last big company-operated low return business left in the portfolio. >> and you have a price target of 64 on it. thank you, keith. good to see you. >> thanks. >> and up next on "power lunch," caesar's entertainment taking a gamble. a lot of debt on its books in a tough casino environment, is it a bet worth taking for investors? managing my diabetes is part of my life,

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"street signs" begins at the top of the hour. mandy drury is here with a preview. what do you have coming up? >> hey, sue. coming up on "street signs" live from inside iran, the rising tensions there as the president orders new sanctions. plus, which ho hum blue chips could liven up your bottom line?

and steve liesman will join us and examine the corporate cost of the super bowl hangover. now back to you guys on "power lunch." that's right. an oil theme with a hint of self-promotion. we have a special tonight at 9:00 p.m. here's some of the stocks you want to buy. head to the bakken. production around wilson, north dakota, should double this year. kodiak is an interesting name. production went up 300% in north dakota, that's right, up 300% after missing expectations. >> you went back after having been there in the summer for your special tonight. what was different? >> we did the story and rock center did the story, cnn did the story, so almost like grapes of wrath, people are packing up and going to north dakota.

except the activity slows in the winter. there's still lots of jobs and tons of money, but there aren't as many and there are people getting off a bus or train with a suitcase and a jacket and no plan. they don't have shelters. and there's no place to live. they're nervous about the well-being of these people and they're trying to get them to slow down, wait for springtime so nobody -- they're scared people might die in their car. >> understandably so with the weather the way it's been. >> when is it on? >> 9:00 p.m. eastern time. >> we should note that you did the story first. >> i'm not going to say that. you can. thank you. >> you did the story first. all right. after failing to go public the first time around, casino operator caesar entertainment is trying again. its ipo is set to price tonight. will the second time be a charm? kayla tausche is going inside that offering for us. hi, kayla. >> hi, sue. caesar is one of the tiniest ipos of the year even the 2006 leveraged buyout of the casino operator was considered one of the largest ever. the company was still called har ra's back then when it was bought for $31 billion including

debt. now they're taking a mere 1.4% of caesar's public. pricing tonight could raise up to $18 million. the company had previously attempted to sell 31 million shares between $15 and $17 a piece. that would have raised more than $500 million at a valuation of $5 billion. but that ipo was canceled due to "market conditions." but now besides the name, not much has changed. caesar is still heavily leveraged. $22.6 billion in debt currently. only a billion less than 2010. it has less than $2 billion in cash on hand and the company is raising an additional $1.25 billion in secured bonds in the near-term. more debt there. still looking to take about a third of the company public. another chunk of shares owned by the firm's co-investors and a few other big name investors, they'll all be sold in a big way following this deal. and there are three points of rationale for this. first is recent favorable opinion from the doj on online

gambling. the second is on behalf of some of the banks that didn't want from facebook to move deals out of the pipeline. only bank of america there was on the facebook deal. the third is for caesar's co-investors, a lot of who will be selling here. if not now, then when? hopefully the second time, sue, will be the charm. >> hopefully for investors it will. thank you, kayla. just over two hours left in the trading day. charts of the day up next. ♪ [ male announcer ] offering four distinct driving modes and lexus' dynamic handling, the next generation of lexus will not be contained. the all-new 2013 lexus gs. there's no going back. ♪

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give you a quick look at how the markets are stacking up. and today you can see they're down 48 points on the industrials. but i wanted to look back from the start of october until today. and you see right there, the industrials are up 17% from that point in october where it looked as though the world was coming to an end. >> uh-huh. which confirms some of the move, according to technical analysts, that we've seen in the copper market. one month it is now up almost 12.5%. a lot of people say that's not just china, it's the u.s. economic recovery in motion. >> quick look at pepsi versus the s&p 500. it's underperforming. i watched all the commercials in the airport today because i went to the game and my favorite one was the dog entic