any longer. >> we are out of time. that is "power lunch." thank you so much for watching. >> "street signs" will have more on yahoo! and it begins right now. have a great afternoon. welcome to "street signs," everybody. we'll have more on that developing yahoo! story in a moment. but for now, let's talk the markets. the greek debt problem, bank downgrades, earning slowdown, higher taxes on the way. this market don't care. join us in the house of bees for why this is truly a honey badger market. who might be ready to break out? the good guys at bespoke put together a list. we have five names for you. and faux ford, china's copycats are at it again in a big way. the picture of a truck that isn't, that you have to see to believe. i'm mandy drury. hello, everybody. let's take a look at what else we're watching at this hour. yahoo! shares are falling about 4% today. we heard it a moment ago. cnbc's david faber confirming

that talks to sell its 40% stake in alibaba have broken off. stocks are extending midday losses as european finance ministers cancel a wednesday meeting on the greek bailout. greece has apparently not fulfilled all requirements yet. but the ministers will hold a conference call tomorrow instead and plan to meet on monday. bucking the market trend today, the watchmakers, shares of both fossil and michael kors registering double-digit percentage gains as both beat wall street estimates with their latest earnings. for the people who haven't seen the video, the honey badger is the star of the most-loved video here on the "street signs" team. >> this is the honey badger. watch it run in slow motion. it's pretty bad [ bleep ]. look. it runs all over the place. >> no matter what happens, that fearsome creature with loose skin and thick set doesn't give a -- you know. the same could be said about these markets. down fractionally today.

think about what this market has come through since the march 2009 lows. what about just the last couple of weeks and months, right? this honey badger market is indeed fearless. it has come through the greek crisis, which is not over, still ongoing but we're higher into it. you also have bank downgrades, a fresh round coming from moody's recently. there you go. honey badger don't care. market continues to move higher. we've seen earnings slow down just a bit. also china fears. a lot of talk about what's going to happen. market get care. honey badger don't care. also the potential specter of the obama budget and higher taxes on carried interest, dividend and the wealthy as well. we try to make a light-hearted point. but you get it, right? stocks maybe a little bit down today. but the fact of the matter is through all that stuff, the jackal, the hyena, the house of bees, the market is moving higher. let's bring in mark travis and

john buckingham. mark, we have been able to power, what, 20% off of our lows in the face of all that just nasty -- it's been so nasty. mark how do you make of this? >> going back this time three years ago when the earliest obama budget was announced, we've annualized on the s&p 500, i believe, north of 20%. so it has been a strong increase in prices. in the fourth quarter, the russell 2000, a benchmark for small cap shares, is up close to 12. and then through -- up through this year to date, it's up about the same. so when money's free, everything looks attractive, is what i say. >> don't fight the tape, don't fight the fed. here's the problem. because of the all the issues we just talked about, all the potential wall of worry things, a lot of people have been sitting on the sidelines and just watching helplessly has the market over the last two months has been grinding up in a straight line. is there the danger now that if you get in, you're essentially

buying at an intermediate top? >> that's always the concern, of course. we try to focus on long-term prospects of the stocks we buy. keep in mind that we had a big selloff last fall. and i think people are forgetting that, where we were on october 3rd. yes, we've rebounded significantly. but we still really aren't that much higher for the average stock today than we were at the start of 2011. so i think there's still great opportunity out there in the market. but you need to be choosy. >> choosy of what, john? >> well, i still think focusing on undervalued stocks, value had lagged behind growth here for quite a while now. historically value outperforms. i do think it's going to be time for value here again. i like dividend payers. i know everybody in america seems to like dividend payers. but the yields out there are very attractive relative to where we are on interest rates. i think you combine those two. a dividend-paying understood valued stocks, historically they've delivered the best long-term returns and happily they've done so with lower

volatility. >> let's go into individual names. when this tv thing fizzles out for me, i thought about being a pro wrestler. there's a reason why you like world wrestling entertainment. why is this so valuable to you right now? >> well, i think the perfect segway, we're in the same church as far as that's concerned. we look at whether there's a disconnect between price and value. none of the names i've talked about today attract any dividends. anywhere north of the ten-year treasury, slightly maybe 2%, worldwide wrestling is a business we're family with, the shows they put on. and it's really based on their tv contracts, we think the value's derived. but the price in the high $9, $9.70 range. we think they're worth $12 plus. >> sorry to jump in there, guys. hold those thoughts, mark and john. we have some breaking news.

it seems that cnbc's david faber has confirmed that the talks between yahoo! and its asian partners have broken off. what more do we know, david? >> thanks, mandy. we can confirm that the efforts that yahoo!'s been making for quite some time to spin off its stakes in both alibaba and yahoo! japan have hit what at least people close to the talks are describing as the rocks, so to speak, suffered a severe blow, according to those people who have been working for quite some type on an extraordinarily complicated transaction in which essentially yahoo! would in a very tax-advantage manner be able to realize for its shareholders a significant gain from those stakes in alibaba, about 40% there, and yahoo! japan as well. why they hit this problem? well, in talking to a couple of people close to the deal, it appears in trying to reach a definitive agreement on exactly what the structure of the transaction would look like, they were -- there were concerns, as you might imagine,

about risk, the risk that the irs will say "no" to the tax advantage situation. that, in fact, given all the time that was going to go buy, who knows what might change? and so you want to apportion those risks accordingly. but apparently they had significant difficulty coming to agreements on that. ultimately at least according to people close to the alibaba side, they felt that there was not a seriousness or purpose on the part of yahoo!'s negotiators, at least at this point, to try to really get a deal done. yesterday in hong kong, those talks ended and judging from the conversations i had, it doesn't appear they will be restarting anytime soon. this was the alibaba part. but it is inextricably linked to yahoo! japan and the efforts that have been under way there to spin off its stake there in a tax-advantage manner. because masa san who controls softbank and thereby also yahoo! japan is cooperating closely with jack ma who controls alibaba. and, in fact, given the

situation between those two, there's an expectation now that neither of those potential transactions will take place. i am told, however, that there may be a willingness, at least, to consider a taxable deal, one which would be far less complicated on the part of the yahoo!. but it's not clear that that is going anywhere, at least at this time. just to step back quickly, yahoo! shareholders have put the company under pressure to try to do something with the significant stakes they feel has great value. the problem has been figuring out a way to do that in a tax advantage way, not losing so much of the gains to taxes, the capital gains. yahoo! has replaced much of its board recently. it's got a new ceo. the dynamic at the company has also changed significantly. nonetheless, this is a disappointment to yahoo! shareholders. that stock down sharply this afternoon. >> down about 6.5%. thank you, david. john, if you can take a stab at this. obviously there's disappointment in the talks breaking down.

what do you think is going to happen to yahoo! now? what do you think is going to happen to the stock? >> well, i don't follow yahoo! closely. i do like microsoft if you want a competitor of theirs. but clearly the things that we would want to focus on are getting a fair price for any company. i'm not convinced that selling today for a yahoo! would actually be a good idea. i'd rather see a company work through its difficult tis and get a better -- >> john, you do not own yahoo! then, right? >> no, i don't. >> have you looked at it? is it interesting to you at all? >> not yet from a value perspective. but anytime a stock loses 6% or 7% of its value, that tends to pique my interest. >> mark, do you have any comment on yahoo!? >> i just wish i thought of the corporate name alibaba. no. we haven't looked at it. nor had we had an interest at this point. >> mark and john, thank you very much for joining us. >> thank you. herb, you have an update to a story you first talked about last week. it's about employee commissions at lowe's.

what's the angle for you? >> lowe's is confirming this to the "charlotte observer." they're getting rid of most store commissions. trying to cut costs in a big way. "the observer" pointed out the company is going to start cutting its headquarters staff. i want to point out post, this is a cereal company spun off a week ago. the stock is flying today. why? i don't know. some analysts have been positive, some negative. but this is being included in some various s&p indexes. there's been a lot about cereal lately. some of the reports coming out are that the cereal business isn't that good. you can see it live as it trades on its own. coming up next on "street signs," more on yahoo!. but we'll meet a biotech whose sales have gone up to $400 million in just four years. they treat orphan diseases. but investors haven't left this name alone. later on, china's faux ford.

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stock to watch, med assets. look at that. stock is up more than 20%. there's word on the tape that in speculation, that they hired jpmorgan chase to look into a buyout. we'll stay on the story. the big biotech conference is under way right now in new

york. it's been a big year for biotech. many of the stocks in the sector up 25% or even more. deals are being made with what some call outrageous premiums. the new buzzword is rare, as in rare diseases. seema mody is at that conference. >> reporter: for a while, investors, so focused on these major diseases, like heart disease and diabetes. of course there's a lot of opportunity there. as patents expire, fa ma players and investors are turning their attention to these rare diseases. there's a limited customer base. but you essentially own a piece of what could be a very lucrative market by having that first mover advantage. you can dictate pricing. we know pricing pressure has been a key challenge for a lot of pharma firms. they come on cnbc often and tell us that's one of the main things eating into their profit. a couple of hot bios is alexion.

another one is biomarin. you guys will be chatting with the ceo. i was talking to j.j. a little while ago. he said there's a lot of untapped opportunity in the rare disease space. i'll let you guys take it from there. >> seema, thank you very much for the set-up there. biomarin pharmaceutical is one of the dominant players in this space. shares up nearly 42% over the past six months. what is the nothing know sis for rare disease treatments? let's bring in j.j., the biomarin pharmaceuticals ceo. this is a niche area. does it mean less competition or do you feel that some of the big boys, like pfizer, increasingly looking at the rare disease space as well? j.j., can you hear us? >> yes, i can. sorry.

it's a pleasure to be here. >> the question is whether or not you, therefore, have less competition because it's a niche area or do you feel that the competition is heating up with bigger companies, like pfizer, looking to get in on this as well? >> yeah, some big pharma companies are definitely starting to be interested in the orphan disease space. but at the same time, there are about five to six orphan diseases in the world. the vast majority of them untreed. we have four products on the market for four different orphan diseases. we have five new molecules in development for five new diseases. even if big pharma gets into the space, there is plenty of opportunities to grow the business and to bring new therapies that can make a huge difference in the quality of life of these patients. >> how many more orphan diseases, then, are either out there fairly untreated or out there with maybe one company that is treating them and can be

a new market for biomarin? >> the vast majority of the 5,000 or so orphan diseases have no treatment today. there's about 50, 80, up to 100 diseases that are treated today or that have drugs in development. we have four on the markets today. five in development. again, there is plenty of space and opportunities for growth into new areas. the four products we have on the market today, we have no competition. they are the only drugs prove for the indication that is they treat. the five products we have in development in addition to the four, most of them also would be the first therapy for the indication that they treat. >> i have to ask you about pricing. the prices are pretty staggering for some of these rare disease drug, up to $400,000 a year per patient. first question, how much is that picked up by insurance? and number two, do you have any concern that you might see some pricing pushback at some point? >> yes, it's a good question. first of all, you need to understand that most of these

drugs are not small molecules. consequently, they are also extremely expensive to manufacture. and, too, it's a limited patient population like our biggest product at biomarin, there are about 1,200 patients in the entire world. if you don't charge a significant amount of money, it's difficult to recoup your investment. i would say as long as you have demonstrated in your clinical trials a significant improvement in patient outcome and quality of life, you generally have pricing abilities. our drugs are reimbursed all around the world, in europe, of course the u.s., asia-pacific, middle east. our derivatives are reimbursed by private insurance companies. >> i want to ask you about the biotech industry and dealmaking in general. you had gilead and bristol-myers

buying inhibitex for a 163% premium. is the dealmaking out of control in biotech? >> i don't know if it's out of control. what happens is that big pharma is facing now -- is in the middle of the so-called patent cliff. a lot of their big blockbuster drug that is generated billions of dollars -- they have to look for value somewhere else and this is why when they find exciting biopharmaceutical products -- >> j.j., let me ask it another way, then. i don't blame the seller, right? good for the board of inhibitex getting that kind of a premium? would you pay 163% premium for a company that you wanted to buy? >> i would say that would be unlikely. we'd rather buy products in early stage and pay a limited -- we did two small acquisitions in

the past 18 months where we paid $20 million up front. >> and you're looking to do further acquisitions as well this year? >> well, we might. we're always looking at potential small acquisitions. our pipeline is pretty full, as i said earlier. we have five new molecules in the clinic. we're not very hungry for a big acquisitions. we're looking at small potential acquisitions. if we can find the right asset at the right price, why not? but paying those kind of premiums for a fully developed product, that is not what we do at biomarin. >> you're reporting your earnings this thursday. i know you can't give us the numbers in advance of that. but is it going to be a good one? >> you mean when we report q4? >> yes, this thursday. >> yes, reporting q4 in a couple of days. i don't want to make too many comments on that. our q4 -- the revenues will be a little weak because our biggest

product depends on some orders from the federal government in brazil and they place orders erratically. one order jamie on january 3rd. the revenues will be lower. but, however, our patient base is growing and we're going to give guidance for 2012 that would be better than 2011 revenues. >> better than 2011. we're looking forward to the numbers. j.j., thank you very much for speaking with us. >> you're welcome. just ahead on "street signs," love is in the air. a special v-day look at the stocks the market is swooning over. and our resident love bug, herb -- look at him. he's ready to cast a shadow over the so-called cloud companies. >> is that your baby photo? >> could have been last night, actually. "street signs" back right after the break. ♪ [ male announcer ] the 2012 m-class continually monitors blind spots, scans the road to reveal potential threats, even helps awaken its driver if he begins to doze.

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well. courtney reagan is here with a look. >> february hasn't been loving to bullish investors. historically, february is the second worst month for the dow and the benchmark s&p 500. and the fourth worst for the tech-heavy nasdaq. all three major averages have closed down three out of the last five februaries. our data services team found so some stocks could add some love to your portfolio. over the last five februaries, cf industries up here, priceline, jdsu, yahoo! and whole foods have turned in the best performances in the s&p 500. while the names may not necessarily make you think of your sweetheart, the companies' average gains will make your heart flutter. cf industries holdings up 19.4%. all shares of yahoo! maybe taking a hit today.

for the last five february, they've gained 14%. and maybe it's the lovebirds gifting healthier treats to one other that's pushing up whole foods in february. whatever the reason, it's gained more than 12% over the last five februaries. february may be a stellar month for couples. but it hasn't been as bullish to investors. let's take a look at where the stocks are trading so far today. if we have that board, we can pull them up. maybe not. here we go. you can see it on your screen there. things looking a little mixed for those names. but historically, things looking pretty good. back over to you. >> courtney, thank you very much. monster certainly not feeling any love today. herb's been off with this story. what's the story today with monster? >> more of the same. continues to slide down to really 52-week lows, getting closer. >> which is odd given that the job market is improving. >> it is -- >> people going elsewhere -- >> the company's earnings a week or so ago were not very good. the company -- >> why not?

to brian's point about the job market getting better, why were the earnings down? >> because they're getting hit by social media is one of the reasons. although they came back and told us that they don't think this is an issue and they'll be able to climb out of it. talking of climbing out, let's take a look at today's sunshine. zynga is up about 5% ahead of its first-ever earnings report. this is as the big hit "angry birds" that kids an adults alike love is hitting facebook for the first time. the stocks which ipo'd back in december is up 50% year to date. i'll take that. good news if you ate chocolate for breakfast like most of the "street signs" team did this morning. a new study says that eating dessert for breakfast could actually help your weight loss. the study says eating sweets in the morning is better because your metabolism is more active. researchers found that those who eat dessert for breakfast lose an average of 40 pounds more

than non-dessert eaters. if my daughter is watching, no, you may not have ice cream tomorrow morning. >> i love research like that. i cling on to research like that. who puts out research like that? the chocolate society of morning. up next, the faux ford, china's copycats ripping off yet another american classic. you want to see this picture. >> you really do want to see it. also, the next stock stars. we'll look at the top five names on the brink of a breakout. this is one hot video. what is that? cir circa, 1986? i have no idea. [ horn honks ]

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♪ welcome back to "street signs," everybody. it's 2.30 p.m. on this valentine's day. let's get straight to the "street talk." wall street is needing some love today. maybe cupid can shoot am arrows that way. stocks are lower. eurozone downgrades, i'm not sure the market really cared in europe. but the dollar is rebounding against the euro, against the yen as well, which is a good thing and also pound/sterling. tough love for goodyear.

announcing a huge earnings miss, blaming a slow replacement cycle. more on that in just a second. and gap -- this one is getting a little bit of love. citi upgrading it from neutral to buy. it is the first real sign of affection for the beleaguered retailer in the new year. i'm going to reckon it's all about the pastel and multicolored pants that are so hot this year. why don't we talk about goodyear now. >> let's talk about it now. let's put the rubber to the road and talk to phil lebeau. here's my problem with goodyear. we know that auto sales are going up. we've talked about the replacement cycle for car, the three-year itch or whatever it might be. continental tire's done well. what the heck is wrong with goodyear? why aren't they participating in this sort of auto renaissance we've seen? >> it's been limited participation. keep in mind, when they're talking about a slowing replacement cycle for tires,

it's different than the new car cycle. yes, new car sales are going up. but the replacement market is starting to slow down. that's one issue they're facing. their volumes are down 5% in the fourth quarter. their revenue is up 17% because they've had to jack up prices. this is the second point, rubber prices are through the roof. i know it's this way for all the tire makers. but this has hit goodyear in particular very hard. and they're struggling with that. now, you can look at this and say, listen, others have been able to overcome this. but if you look at all the tire makers, they're all in the same boat here. >> but goodyear has underperformed, bridgestone in japan -- it is now leading the market. >> it is not leading the market. some of that has to do with the way the business market is set up. overall when you look at the replacement cycle, it's different than the new car cycle. >> to me, this is unbelievable. i want to show our viewers a picture right now of a truck. nice-looking four-door king cab

pick-up with a blue oval on the front grill. do we have the picture? tv is better with pictures. on the right is something called the jack 43r. that is a chinese knock-off of the ford f-150 even with a blue oval on the grill. phil, pirating t-shirts and scarves is one thing. an entire truck? >> it's so not new in china. >> they're not happy about it. but they're not going to freak out. this is not new. this has been going on in china with the automakers for some time. and when you talk with automakers in detroit, they say this is not new. the chinese want the originals, not the knockoffs. >> the point is they have the attachments to do that, to

literally just knock off a ford even with the blue oval. >> this is the thing. i believe it's going to debut at the beijing auto show in april. it's going to sell in places like south america and africa. i'm guessing it won't sell here in the united states. >> no. >> is there any pushback, is there any legal pushback that's possible here? >> it's limited with how much legal pushback there may be for ford. they're not the just one to come across a chinese automaker that's put out a copycat model. there's limited pushback. they're going to be selling this in low-volume back waters, if you will, markets where you're not going to see the ford "f" series very much. they're not happy about it. but this is a well-known problem when dealing with the chinese automakers. >> you are so right on the money. the chinese are very aspirational. there's a rising middle class, they've got the money. they want the real deal. they want the real design. >> absolutely. >> that's the point. anyway, we could talk about this all day. phil lebeau, thanks very much. >> we could.

we were talking about gap, the upgrade here for a company that doesn't get a huge amount of upgrades. citi's jeff black upgrades it from neutral to buy. it's ahead of its earnings. earnings coming out february the 23rd. what is the price target -- the new price target is 26 bucks from 24. but five firms have a buy on gap. i think to 26 bucks is about a 20% upside from monday's close. >> it's lower than the gap was in 2004. this has been the biggest disappointment apparel stock in the history of mankind. >> i wasn't just joking when people are saying it's all about the colored pants. colored pants are hot this year. >> stock is lower. >> baby steps. >> came out a week or two ago with these positive guidance. people continue to see -- >> when's the last time you saw an upgrade of the gap? i'm trying to remember. there may have been some.

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check out rex hitting a new all-time high. herb, you have some issues. do too many people use this cloud because it's a buzzword -- >> that's among the things that get me going here. >> especially fried burgers. they call themselves a cloud burger joint. >> are you done? on the surface, it's hard to quibble with rackspace's numbers. positive free cash flow. but beneath the service, what you see isn't necessarily what you get. let's start with the strong margins which were helped by the timing of hiring.

lower energy prices and fourth-quarter seasonality. as for that free cash flow, it turned positive in the quarter. but take out a few working capital items and free cash flow was actually negative. while revenue was up, revenue per customer, it was down for yet another quarter. in this final point, rackspace says it expects to grow as a similar pace this year as last. a lot is going on in this space. we're talking about cloud in a second. when it comes to what they're talking about is the cloud, i will say it all along, amazon.com with their s-3 is what true techies go into. sometimes i start to wonder, can amazon wind up spinning that division off? it would be interesting because there's a lot there and a lot of people talking about it. it doesn't get -- you don't see it when you see amazon. but anyway, that said, we have this whole cloud thing. rackspace is out there yesterday saying that they are now all a cloud company.

they've taken away the word "managed hosting." the name of the company is rackspace hosting. will they change to it rackspace cloud? they don't use the word hosting anymore is because hosting is other than that what you want to hear -- >> a couple of years, companies said they were all green. i'm changing the name of the show to take advantage of the trend. the name of the program is now "cloud signs." the ratings are going to triple because we are a show in the cloud. >> we're going to have a whole lot of hype and buzz about us. and we might -- our bubble might burst. in the meantime, as we've been saying, a lot of companies say they are part of the cloud. but what is the cloud? it's actually proving to be a tougher question than you might thing. the cloud means a lot of things to different people. which companies should and should not be considered a part of the cloud? let's bring in rocky agriwald. who should be kicked out of the

colloid? >> everybody's claiming that. it reminds me of the dot-com boom when everybody was adding a dot-com to their name hoping to quadruple their valuation. nobody has a clear meaning of what the cloud company is. but when i look at some of the companies i would put in that category, it would be companies like salesforce, amazon, google. a lot of their services are cloud services. >> rocky, this is herb. i look at cloud and i like to think of it as deployment of software over the internet, so to speak, as opposed to on a desktop because it's such an interesting use of the so-called cloud. but when i look at a company like rackspace, which is just getting rid of the word "hosting" altogether, still a lot of their business is not what i would call, quote, unquote, cloud. what they call cloud is 21% of their business. you get into this and you wonder, where is all of this going? what do we call cloud? do we care anymore? how much of it is just pure marketing and hype? >> i think it's all marketing.

we should be caring about what the underlying service is that the companies are bringing to market. salesforce is a terrific cloud-based company, not because they're in the cloud. it's because of the way they offer their services in small chunks to the businesses that want to buy that service. >> what do you think of the valuations of the number of listed cloud-related companies? do you feel because of of the the hype and the buzz in the cloud that some of these valuations are being unjustified? >> i think some of them are. but i don't see the kind of extremism that we saw during the dot-com boom where as soon as a company would put out a press release, their stock would shoot up. i don't think we're at that stage. >> where do you see rackspace in this? this is the one i've been focusing on in terms of cloud. in terms of really becoming a significant player in what we would call the real proprietary cloud as, again i say, amazon many people will say is? >> i think rackspace is an interesting player. amazon is clearly the leader in that space. rackspace has a lot of

potential. if you look at pure play companies, they're probably the closest pure play cloud company out there right now. i can't think of another one. >> you know, rocky, quickly on pricing, the one argument that i've got is that we're starting to see so many people in this space that it's coming, in some ways, a commoditized product if you don't want intellectual property in a specific software task that it performs. it's hard to patent software or at least processes. but do you think that pricing, like any other commodity, is just going to come down dramatically in this space and it's going to clean out the weak players? >> absolutely. i think the players that will survive in long term are the ones that can come up with applications on top of the cloud that are sticking beyond just the core services. >> when you talk to people who use amazon's service, they'll tell you they continue to lower the prices in their cloud. that becomes greater competition, greater pressure and margins for anyone who competes in that space. >> rocky, thank you for joining in on the cloud conversation. join us in the near future. we are calling it wall

street disrupted. the seismic shift in areas from competition to the brain drain and who the next generation of capitalists will be to look up to. let's bring in our jane wells in l.a. kids nowadays, starting to sound like my mother, who are their business idols? >> reporter: mandy, this is so obvious even a child can understand it. greed is good is out. do no evil is in. let me show you something. this is a picture of the computer-engineered barbie. there's no stockbroker barbury. there's no wall street ken. for kids in america, the icons of business have switched time zones. >> greed, for lack of a better word, is good. >> reporter: it's a case of east meets west. and the west has won. would-be masters of the universe aspired to fame and fortune in the banking world. >> this country is going to come back. >> reporter: on wall street, bonuses alone could pay for a doll's life.

then the banks failed. many americans suddenly saw financial firms as evil, taking to the treat streets to occupy wall street while a new generation noticed that out west, great things were happening. >> this is where the world's going. >> reporter: america's new business icons don't wear suits. they wear hoodies. our future is being shaped. where would you rather be, on wall street or silicon valley? >> silicon valley. >> converging and heading in that direction. it's a safer bet. >> reporter: a hedge fund exec tells "new york" magazine f you're a smart ph.d. from m.i.t., you'd never go to wall street now, you'd go to silicon valley. google and facebook are the favored potential employers for early career professionals. the most popular bank, jpmorgan, is down at number 41. would you rather be jamie dimon or mark zuckerberg? >> mark zuckerberg. >> because he's a billionaire. >> reporter: they're heeding the

advice horace greeley gave 100 years ago, go west, young man, go west and grow with the country. perhaps these numbers say it best. we mentioned that survey cited by "the wall street journal" last fall. it says 20% of early career professionals would like to work at google. 13% at apple, 9% at facebook. 2% at jpmorgan. also 2% at goldman sachs. >> i think it's kind of like a "duh" kind of question. that girl nailed it when she said, he's a billionaire. yeah, i'd rather be him. >> reporter: and most of them don't know who jamie dimon is. >> yeah. these days. i do sound like my mother, don't i? >> i'm just -- we have to go. i'm just saying it's still a little "love of money" type of stuff. doesn't matter what your suit is.

>> reporter: it's all in the marketing, brian. it's in the marketing. >> exactly. >> great package. thanks very much, jane. up next, it is valentine's day. need a little more return with a little less risk? we have five stocks that might fit the bill. >> that was like a little valentine's day rant, wasn't it? >> just the whole "do no evil" thing. and priceline may be sending william shatner over a cliff. find out why their stock, among others, are poised to catch fire. really? slip-on's the way to go. more people do that, security would be like -- there's no charge for the bag. thanks. i know a quiet little place where we can get some work done. there's a three-prong plug. i have club passes. [ male announcer ] now there's a mileage card that offers special perks on united, like a free checked bag, united club passes, and priority boarding. thanks. ♪

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if you have been sitting on the sidelines waiting for the right time to get back in the market, now might be your chance but how do you test waters before diving in head-first? you could play it safe. heard that before? the good people of spoke investment group ran a screen of the safest paying dividend stocks. here the requirements. s&p 500, must yield 2.5% or more. also consistently increased their dividends over the past 10

years and have dividend pay-outs over the last 12 months. less than half of the company's estimated earnings hence safe. 20 stocks made the cut. the top five. conoco phillips, johnson and johnson, abbott laughs and bemis? >> partner of butthead. >> bemis makes toilets. >> beam up, scotty. >> what if you want to take on more risk? >> they ran another investigation, paul, love your work, the quick names give us the criteria for how you define a potential breakout stock. >> you're looking at stocks that have hit 52 week highs, unlike stocks that have gone parabolic like apple, looking for

companies that have spoken above resistance, they have been trading at serl levels, pulling back and in the last week or so, broken out of the ranges, what is nice about these stocks is you have a potential exit point. if the stock falls back the prior resistance, which should act as support now you can cut your losses and get out and move on. >> tell us which stocks in particular meet that criteria and fall in the basket. >> one of the first ones is priceline, recently yesterday broke out of the 560 resistance level in 2011 approached the level four times and pulled back. yesterday, on no news, broke through the level, good volume, and when you think about it you have better u.s. economy, more people working, more disposable income to go on vacation and more business travel. a stock like priceline should benefit and continue to do well as the economy recovers. >> some of the other names are

ralph lauren, value quick, barnes group and herb hosting. >> rackspace, herb has done a great job outlining potential negatives and things to be wary of for the stock, about supply and demand. he was touching on earlier, there is a big demand for cloud play stocks and rack space is one of the few out there will have -- command higher valuation as investors grafrve g -- gravitate. you have the lower end of the range to watch if it breaks below that point. another thing about the names that we're highlighting, earnings triple plays. what an earnings triple play, company that beat earnings, beat revenue forecasts and most importantly raised guidance, these are stocks we tend to look for in earning season and follow throughout the earnings off

season to see how they perform and get them when they pull in. >> paul, always great stuff, appreciate your insight. priceline, ralph lauren, rakespace, value quick and barnes group. >> bem itchs does not make toilets. >> what do they make? >> pressure sensitive packaging. >> the winning streak making money for the knicks. >> the lin-effect. >> pressure sensitive packaging.

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let's talk knicks break out star jeremy lin, how can investors profit from lin-sanity, lin-mania. >> until today, $225 for msg since he started, which is amazing, this is crazy his steer i don't. msg they have the dispute with time-warner ratings up 70%, is this going to get time warner to get to the table? i think that is one of the questions it's down about 1% today, but this is something that i haven't seen in a long time. went to moedell's came with the jerseys, guy was standing there asked for 21 larges. 21 larges and bought them, and so these things are flying like crazy. five games in people are investing in him. >> how many did buy? >> one on the corporate card because i use