17 call strike. very aggressive today. >> joey. >> hewlett packard which we unfortunately got stopped at 2725. looking to get back in over the next couple days. trading right now around 2545. >> that does it for us. option action tonight. power begins right now. thank you, scotty. three hours to go in the trading day and the markets are fighting to chalk up another winning week. the averages have been up every week this year. we've been deep into bull territory since the october lows, but most individual investors haven't yet been on board. can they still get in and ride the rally, ty? >> yikes. it goes public with a bang today up 60%. zynga's new platform and twitter's revenue also on the radar screen today. can these three techs backup all the buzz with some real bucks, brian? >> it's all about the benjamin. talking dividend darlings. if you're looking for income, i'll show you the five companies with the biggest dividend growth over the last 12 months.

>> i'm tyler mathisen with sue herera and brian shactman. the friday edition of "power lunch" begins right now. i always forget it's friday and tyler so lovingly reminds me. it's friday. we heard from bernanke and buffett this week. a slew of economic data. but the big one, jobs, actually coming next friday. markets looking for some direction although we are on the downside. the dow down 30 points. we were positive for a while as was the s&p early on. down .3%. tech the laggard after leadership down .4% and below 3,000 on the nasdaq. pulse of the market, oil giving up some gains. oil now under $107. gold up more than 3% for the we're. and the euro a big story now getting closer to 132 down the same for the week. midday movers, there it is. more than 60% to the upside day one as a public company going quite well.

wynn is another one we're following. the action in wynn has been unbelievable. the company filed a land contract by mistake. jane wells working that story. the stock up 5.5%. sara lee higher as well. spinning off coffee and tea business 6% to the upside. big lots down big after giving weak guidance. 3.a% and alpha natural energy stock to the downside as that whole complex backs off. let's get to the nyse. bob, we haven't seen that kind of energy down there for a while. >> it reminds me, brian, why i love to be down here. the ceo is down here. jeremy, with his mom. i'm meeting his mom, all of his employees. they're 18 years old. they're all enthusiastic taking pictures of each other. the best thing for all of them is they made a bunch of money if they hang onto that stock. remember the stock priced at $15. it opens at $22.01 and quickly goes to $24. and there it's been the whole day essentially.

hit 25 briefly. here's what's important, 7.1 million shares is the float. guess what they've traded so far? almost 15 million shares. that's right. they've traded twice the float. thing moves very fast. that's what you call velocity for a stock. here's the important thing though, $83 million in revenue. that's not a lot. and they've never made any money. now, we asked the ceo when the company would turn a profit. >> there's a lot of leverage in the model. and that's just starting to show. so the fourth quarter we were adjusting ebitda break even. that will be aparpt to the investors and media over time as we continue to execute and grow internationally. >> what did he say? adjusted ebitda break even? that means if you take out a lot of stuff, we make money. i'll get into that more the next hour. that's a pretty qualified statement. other big names that have gone public lately, groupon, situation there $20 was a good stock here. put up groupon for a minute. i'll show you what happened.

dropped as low about $13 and come back now trading essentially at $19. in other words groupon was a big name too and it's still not going. there it is. look at that. $19. remember went public at $20. elsewhere the hot stocks have all been very simple. it's been in that one cloud computing space. we've seen all of these stocks move to the upside. we're going to have a big one coming in about two weeks called demand ware. that will be the next hot one out there. after that of course facebook. brian, back to you. >> thanks. we'll check on yelp in a couple months and see where it stands. we're also watching volatile energy prices. sa saudis denying reports. sharon epperson tracking all the action at the nymex. hey, sharon. >> hey, brian. a lot of these traders were at home when that news broke -- when we broke the news as well that the officials had denied that report. it was around 3:30, 4:00 yesterday afternoon. and we saw a tremendous run in oil prices on the alleged pipeline explosion and then the

denial as prices came off sharply. most of that move actually occurred in the brent crude market. we saw that ramp of about $6. and now brent crude down $2 on the session. prices though still the fundamentals, the geopolitical risk is something traders are focused on intently in the oil market. we're also seeing in the natural gas market a bit of short covering here going into the weekend after of course being down here below $2.50. and keep in mind that what most people are going to be interested in, tyler, is what is going on with gasoline prices. with gasoline futures up about 4%, we had a contract rollover in the futures market. that's adding to some of the gain. but the fact remains you're going to be paying about 9 cents more at the pump going into this weekend than you did a week ago. >> that makes me say yelp. sharon, thank you very much. now let's switch on the "power lunch" power surge and drill down on the stories that are driving the day. the fbi and homeland security arresting dozens in a multimillion dollar counterfeit goods bust effecting labels like nike, polo and coach.

news conference within the past hour and eamon javers is in washington with the latest on this developing story. eamon. >> reporter: hi, tyler. what federal officials are saying is some of america's top luxury brands are part of a smuggling ring imports goods into ports in new jersey, new york and also folks arrested in texas today. look at pictures as federal officials unveiled some of the goods, some of the luxury items as well as stacks of cash that had been faked and seized by federal officials. some of the details of what we know about this alleged scam as of right now, 26 people have been charged. $325 million worth of goods were faked. that is if these goods had been real, they would have been worth about $325 million. as you say, the brands affected include ugg, timberland, nike, gucci. one of the largest counterfeit

goods smuggling operations ever charged. clearly a massive operation here. and as recently as 10:00 this morning, sue, they were still arresting folks involved in this in three states across the country. so a big, big bust by the feds today. >> indeed, eamon, thank you. we're watching the stock of boeing today. its dreamliner is blind schedule and the 737 max still on the drawing board. so is boeing's record backlog in danger of collapsing? our philip lebeau spoke with the head of commercial business planes about it first on cnbc. what did he tell you? >> they're still bullish in terms of what their backlog looks like. it stretches out seven years right now. more than 4,000 planes in the commercial unit that are unbacklogged. a value of more than $300 billion. as i mentioned, if you ordered one right now, you'll wait seven years to get it. the critics are questioning the strength of the airlines ordering many of these boeing planes. we're seeing orders for 737 for

250 or 300. that's the commitment. right now they have 251 firm orders, 1,000 commitments for the 737 max. jim says, yeah, it could weaken a little bit, but he wouldn't mind if it softens up. >> we don't know what's going to happen to the economy. when the economy softens, you have people that want to defer orders, push airplanes to the right. we anticipate that. we build our skyline assuming that some of that will happen. but, you know, a backlog of seven years is too long. i would like to burn the backlog down. >> as you take a look at shares of boeing up 7% this year, the thing to keep in mind, tyler, we're in the execution phase right now for boeing where they're ramping up production of the dreamliner, getting ready for the 737 max which begins delivery in 2017. that's what people are focused on. can they execute on a very aggressive schedule? and what happens with that backlog? so that's why boeing is in focus and will be for some time here. >> phil, thank you very much. meanwhile another big company in focus today.

that's at&t. cracking down on smartphone addicts. the telecom giant putting caps on data logs. jon fortt dialing into the story from silicon valley. jon, you're no data hog, are you? >> well, not exactly. but sometimes it's easy to go up to the data buffet. here's what you need to know. at&t's made its data limits very clear now. but the limits themselves have been there for months. and they're pretty much the same as verizon. so if you're grandfathered into the unlimited data plan like i am, at&t will slow you down after you hit 3 gigabytes of data. at&t says only about one in 20 subscribers use that much. if you're an lte subscribers on the 4 g network, you get 5 gigabytes before they slow you down. what ends up in the top 5%? video streamer. youtube and netflix users. streaming audio isn't going to get you into that 3 gig limit. let's talk about what's driving this.

lack of spectrum. the boom in smartphones means carriers are trying to move rush hour traffic over a two-lane highway. doing what traffic planners do, adding metering lights and toll roads. i remember talking privately to at&t ceo about this two years ago and he said the top 2% of data users were slowing things down for everyone else. as long as at&t and verizon don't move too drastically, they probably don't have to worry too much about strong consumer backlash because they probably have the same problem with data hog. sprint just needs subscribers. you can bet if the iphone gets more popular there, they could have some traffic problems too, tyler. >> let's talk a little about the ipad. the event that apple has planned for next week. jpmorgan reports it may not be ipad 3 but a relaunch or some new form of the ipad 2. what are you hearing? >> well, i think it's going to be both. there will be a new ipad, maybe it will be called hd, 3, something else. i don't know. but they're probably going to keep the ipad to a long existing

as a lower price point that really kind of puts pressure on folks like amazon and others who want to get into this market. a cheaper ipad will make it hard for them to do that. >> jon, thank you. >> all right. to the u.s. economy now. bank of america out today with a new forecast. and it is cutting its growth outlook. so what did they say about the economic recovery? cnbc's kelly evans joins us. it was an interesting report because a lot of people are going the wrong way. they're upping growth. why the downgrade? >> we've got all these headlines about dow 13,000 and the big rally we're seeing in other areas of risk we'll talk about in a second. at the same time a lot of the data coming out for the first time talking about february even going back to january there a bit have been disappointing. when you talk about the things going into gdp, they've been less than what was expected. bank of america, merrill lynch, just the latest to come out, downgrade their view for the first quarter. they see growth now annualized at less than 2%. goldman sachs, same thing we saw earlier this week. we just saw the upward revision

to fourth quarter. we saw a 3% figure, but we're not oult of the woods. we continue to have demographic trends weighing on growth. b of a cites the ends of the year a lot of fiscal tightening to kick in in 2013 as being a risk in their view recession-like conditions. so they're saying we're not seeing this necessarily pointing to recessionary conditions yet, but something to keep in mind we've had increase in confidence and better news on jobless claims, but we're not quite there yet. >> there's always that. >> there's always a but. >> there is. talk to me about high-yield corporate bonds. that has been one of the favorite plays of so many money managers we have here on cnbc and individual investors have been putting a lot of money in that area. >> don't forget the stock market. this has been the huge story of this year. go back and compare conditions with what we had in the fall when we had mf global, that whole problem if you talked to them about a european bank in particular trying to raise money in the corporate bond market, forget about it.

now people are coming out of the woodwork. investors as much issuance we've had february by some accounts one of the highest for the month for corporate issuance. especially in high yield. if you look at the yields where that's driven down for example investment grade drills, barclays index below in february. incredibly low numbers because there's high demand. that's not necessarily meeting all demand there is for this paper. people look at the return they're getting. they look at the fact the european implosion has been taken off the table for now. is it a bit contrary to what we were talking about with growth? a little bit. >> a little bit. makes sense in some ways. >> it's also consistent with the complacency a little bit. low volatility, low correlation. is this the moment when the data -- go back to b of a they're saying we get the negative surprises start and that typically tends to sort of cue these kind of risk-off moves. we'll see what happens in the next couple weeks. >> kelly, thanks.

appreciate it. >> yep. >> up next, the three major averages up well over 20% since last october. but a lot of individual investors have sat out the rally. is it too late to get in? or are there smart plays that can still make money for you? >> a volatile week in commodities and continues today. many have been on a tear. we have big losses in some of the major commodities today resulting in a crb index off 1.25%. back in a moment. ng. we were just driving along, comin' back from the lake, and all of a sudden, ka-plam. it blindsided us. what is it? our college savings account. how do you think it happened? not sure. i think something we bought a while ago turned out to be something else, annnnnd, i remember a lot of other stuff in there had the word "aggressive" in it. is everyone okay? well, now, yeah. who knows later. ♪

welcome back to "power lunch." rick santelli on the floor of the cme group. intraday of 10s down about five basis points on the day. if you open the chart year-to-date, a couple things jump out at you. but remember we're virtually unchanged at 198 on the week. let's move to foreign exchange land. look at the euro versus the dollar, not a good week as you can see on a three-month chart. 132, now we closed last week 134.50. not a good week. here's a trade many are making a lot of dough on. and the common denominator is weak yen. dollar at the best level since may. or look at the canada yen think energy here that's at the best levels going back to july. seems to be what most of my come padres are finding volatility in. >> rick, thank you very much. have a great weekend. huge runup in the markets since the march '09 lows.

if you've been on the sidelines, is there still time to jump in? look at the returns since the march lows. nasdaq up more than 134%. joining us, private bank cio and darren richards cio of akt wealth advisors. gentlemen, welcome to both of you. jack, you're pointing to possibly 1450 on the s&p by year end. that suggests that you think there is more room to run here and that there's still time to get in. if so, in which sectors? >> sure. i think there is -- i think there may be still some time to get in. i think with the 1450 does take us back to what i'll say fundamental valuation. largely on the back of what i'll say this reinflation trade, this money printing that's going on. our sectors at the moment are consumer discretionary. it is expensive but still a lot of momentum. technology, about neutrally valued. but also strong momentum.

and industrials and health care. >> all right. let's move on. darin, to you, and your thoughts are that there are some pockets of value. you, like jack, favor technology. let's talk a little bit about what corners of technology you think are values today. >> okay. well, i'm going to give you a boring answer. i think the large side of technology, so kind of the usual suspects, apple, ibm, cisco, intel, et cetera. i think definitely i agree with jack, but i think they're undervalued still based on kind of relative valuation. normally the sector trades at a 25 to 30% premium to the s&p. right now it's barely trading at a premium at all. so i think there's really upside in technology. >> you know, darin, also talk to me about the high yield market. we just had kelly evans up here talking about the fact that the corporate bond trade, the high-yield corporate bond trade, has been very hot to say the least. last time i talked to you were favoring some emerging market

debt. do you still favor that? are you at all worried of an overheating in the market? >> we use local currency. we think there's currency appreciation potential. what you saw last year when the european debt crisis subsided, emerging market data has done extremely well so far this year. on the high yield side you have yield spreads pretty attractive. we look and say what's the opportunity for default rates. a lot of weak companies already went out of business in the '08-'09 cycle. you have better cash, balance sheets and attractive yield. from a fundamental standpoint it looks very attractive particularly when compared to treasuries. >> uh-huh. >> so, jack, you like on the one end of the barbell u.s. megacaps. and on the other end of the barbell emerging markets. explain the seeming disconnect and which specific emerging markets would attract most of your capital? >> sure. really it's just a valuation play, mostly. now, we are overweight equities

in general. but our preference is u.s. megacaps, which really have trailed most major domestic markets and some international. emerging also has gotten hammered over the last couple years. and now actually trades at a 15% to 20% discount to the u.s. so really it's mostly a valuation play. now, most of our allocation in emerging just goes into kind of top down allocation. a lot of passive strategy. so if i had my preference, i would go with latin america. pretty much everything over -- with the exception of china, maybe in the far east as well. >> that's interesting, jack, you favor a passive strategy indexing your way in. >> yeah. and the reason is, you know, we're macro investors. we don't stay forever.

if we were buy and hold and we were going to hold emerging markets for the next 15 years, yeah, i think looking at active strategies that can outperform that makes sense. but for us, you know, we could be here next year telling you we don't have any emerging market exposure. >> very quickly, darin, you mentioned in your note that what worked last year is not working this year. what about commodities? do you play some of the commodity stocks? the commodities seem to be "back". >> we don't play the commodities directly. we have a position in oil services which we took up earlier in january. and we really like the opportunity because with oil at $100 a barrel, the reason i think you saw that sector beaten up was last year emerging markets the thought was they were going to have a hard landing, europe was going to completely shrink and saw potential for demand oil go down. now we're seeing the price come back up again. i think there's some good opportunities in the halliburtons et cetera of the world. >> have a good weekend. >> thank you, you too.

>> straight ahead, shares of microsoft up 24% this year. the new windows 8 getting some pretty rave reviews. apple's up 34% this year. the new ipad 3, perhaps, being unveiled next week. >> jon fortt thinks so. so what do you do about the stocks? buy, sell or hold. we are going to run them down and give you calls on those and three more on the other side of this break.

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lunch." seema mody here at the nasdaq. i want to bring your attention to shares of zynga trimming their gains after hitting an all-time high this morning. we had all things digital reporting that their lead game designer, michael mccormick, may be stepping down. that's the news on zynga. also look at shutterfly. the stock up better than 19%. also take a look at flex tronic. looking to sell for around $23 million. nonetheless the stock up 2%. tyler and sue, back over to you. >> thank you very much, seema. it's time now to buy, sell or hold. our end of the week roundup of the biggest stock stories making headlines this week. and we have one of our "fast money" guys. let's start with wells. there was news about wells, a lot of buzz, warren buffett said it was one of his favorite financials. what do you do?

>> he's talking his own book, which is a great thing to do. we all do it. with wells i would buy it. i think it's a very cheap stock, however, i like jpmorgan better. there's nothing wrong with wells. jpmorgan is more aggressive, slightly better management too. wells is an excellent company though. >> all right. so you'd buy that. apple, all the buzz this week. it's had a phenomenal year so far certainly. what would you do with apple? >> you mentioned up 34% year-to-date. too many people are focusing on the five handing, on the stock price. you have to focus on the valuation. it's still very cheap. 13 times this year, about 11 times next year. and growing like a weed. so i would cistill buy apple rit here. >> do you have a price target? >> i want to put something that's not out there, 647.50. no. i don't know. it's going to keep going. >> i was like okay. >> if it got to a 20 multiple, which is $1,000, that wouldn't concern me. that would still be cheap. it's growing much faster than the market. >> wow. okay.

let's move to microsoft. a stock that was an underdog last year certainly. has had really good performance so far this year. >> here's the story. it's actually not that much cheaper than apple. it's one multiple point cheaper than apple. yet, apple is growing substantially faster. it's not even in the same league. i like microsoft as a value play, but apple to me is a consummate value play. the growth and the low cost. >> uh-huh. all right. let's move on. slew of housing data this week, pending home sales, k shiler, an awful lot of data. k.b. holmes, what would you do? >> sell it. >> they've had a pretty big run too. >> they've had a huge run. they've discounted full recovery in my view or mid-cycle recovery in the housing stock. a lot of debt, not as much energy. expensive even if you add a few years. i would be very comfortable selling here. >> all right. let's talk coal. coal is one of the commodity stories that doesn't get enough attention, i think. you have picked central coal. what would you do with it?

>> yeah. >> down 17%. >> actually, you would short any of them i'm short alpha natural resources. anr. the reason is all the coal companies have most their earnings 70% and 80% coming from steam coal. utilities are back. i don't remember the last time i put on a winter coat. temperatures are that warm. the coal stocks are all going lower and steel's rolling over. >> and you can answer your phone now. >> that's not my phone. >> oh. >> i think it's tyler's. >> it might be ty's. >> that was the ceo of alpha natural calling for steve. up next open for trading and explodes to the upside already public zynga wants people to play games on its website instead of on social networks. and twitter is waiting. waiting, waiting, waiting. maybe for an ipo, but certainly for more revenue. are these techs more buzz than bucks? we're going to open the hot file in two minutes.

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welcome back to "power lunch." let's reset the market for you with two and a half hours left in trading. we have the dollar stronger but still the dollar index below 80.

below 2% on the 10-year. we'll talk about gold in just a minute. we're flirting with going under 1700. and oil flirting with going below 106. the dow down 38. about eight points lower than when we started the show and a tickup in the vix. i want to look at the dow 30 heat map if we can. talked microsoft a few minutes ago. you can see it's basically two to one down stocks to up stocks. jpmorgan at the top and american express, caterpillar, travelers, all down more than 1%. a crazy week in gold. i want to look at the one week of examples of gold stocks. new mont mining, that's a black diamond. hasn't recovered. it's rebounded a little bit. still shows that move late in the week in gold. and speaking of gold, open getting ready to close at the nymex. sharon epperson is there. >> brian, gold has actually held above the $1700 mark steadily all session. we are looking like we're going

to close down about $10 on the day right around $1710 an ounce. we have seen the metals in red pretty much all day. and this is after a pretty strong month for volumes in the metals market led by gold, copper and platinum who see volumes up about 12% in february versus a year ago. keep in mind as we look at what's happened to gold and silver this week, it is the biggest one-week decline we have seen this year in these precious metals. what does this mean for the week ahead? a lot of traders are looking at technical lev levels if we keep above 1680 we could test the 1800 level again. there's the other side of the coin, tyler, they say look at the slide we've seen this week and seems to be reminiscent of the $200 drop we saw in late december that took prices from $1750 all the way down to $1550. that's what makes the market. both sides of the coin. >> thank you very much. those are two charts of the week. yelp soaring in debut market today. but the overall ipo environment

is not so great according to silicon valley insider. >> put in place essentially from what i can tell put in place to prevent the next enron. in reality what it's done has almost killed the tech ipo. an ipo like yelp today is really the exception. they want to keep them private for as long as possible and some of them forever. so the public markets are much less accessible than they used to be. >> yelp co-founder -- we'll talk about that in a little bit. the ceo of yelp was on "squawk on the street" explaining why he thinks the timing is right for his ipo. >> it feels like the company's ready. we have real revenues. we have a great team behind us and we're growing quickly. it feels like there are a lot of things on the table to make it a good opportunity for investors. >> let's bring in jon fortt to talk more about yelp and other tech names making news this week including zynga and twitter.

jon, great opportunity for investors in yelp would be if yelp made some profits, wouldn't it? >> well, you could say that. but then again maybe if yelp made profits a valuation would be so high that it wouldn't be quite the same opportunity in terms of timing. you look at facebook and its valuation. it's making a profit. but, hey, it's likely to be around $100 billion. yelp a lot cheaper here. you are making a bet on the future. >> let's talk about his point of view which is that other regulatory things have made it so hard for companies to deal in the public market that a lot of them want to stay private. last time i looked, there have been a fair number of tech and internet and cloud ipos over the past four months or so. >> there are. what he didn't say, which i think is interesting, is that, yes, the retail investor might have sort of lost out in this, but the companies haven't so much. the secondary markets are doing quite well in this regard. a lot of entrepreneurs i talk to

in silicon valley really like the secondary market. the fact that they're able to grow their companies without having to go out and sort of sell them to the public markets too soon enough to worry about the quarter-to-quarter sort of grind. a lot of people like that here. they're keeping their companies private, but they like that new effect. not so great for those of us who might have wanted to get in on facebook a couple years ago though. >> let's pivot quickly to zynga and finish with twitter. zynga now says they're going to steer people to their own website. what does this mean for them? what does it mean for facebook? >> well, for them it means they're getting their brant #brand more out front. people will still need to use facebook accounts to sign onto those games. it shouldn't be characterized as a total move away from facebook. they really need the social juice to help them. i have to mention today news that all things digital just broke that one of their top game designers for citiville is leaving yelp. that's one of the things they need to be more concerned about. the culture there which we brought up here on cnbc right before their ipo is one where

you really want to see big names coming to zynga more than leaving. >> and twitter sort of holding off on a possible ipo. trying to get more -- squeeze nor revenue out of their whatever their business model happens to be. >> yeah, you know, they're actually doing better than a lot of people expected. promoted tweets go for about $120,000 a day. e marketer projects they'll bring in revenues of about $260 million this year. that's about three times more than yelp, by the way. so, no, they're not ready for an ipo quite yet, but they have 100 million active users. so not bad. >> nobody's paying me $120,000 per tweet. i'd like to get some of that action. jon, thank you very much. >> thanks, tyler. >> more drama today for casino titan steve wynn. shares of his company were soaring earlier. and then halted on speculation on some sort of land deal in macau. but it turns out the company mistakenly filed a land

concession contract with regulators. wynn stock right now is still holding onto a significant gain. it's up more than $6. jane wells is in los angeles. how did this happen? >> rarely treated for news pending after the news is already out. except in this case the news pending was to announce that the news that got out was wrong or premature. confused? here's what happened. wynn announced that at least its agent did reached an agreement to develop a second gaming resort this time with partner palo real estate company. it would be on 58 acres contain a five star casino, retail, entertainment. the whole thing. "the land concession contract was published in the official gazette in macau on january question mark 2012. the actual date wasn't filled in. it never appeared on wynn's investor site. wynn has done very well in

macau. expected to be the next great cash cow. the news helped send shares way up for 40 minutes until trading halted for over an hour. then the company released another filing saying the first one was filed by mistake and "was not authorized by the company, the kotai land concession contract has not been gazetted. doesn't mean a deal won't happen. doesn't mean it is going to happen or that it's imminent trading. appears the market was reacting as if the new deal in macau may be all done except for the gazetting and is there for a wynn win. >> indeed. all right. tell me more -- there's a lot of drama around this company, certainly. >> yes. >> where does the bitter -- very bitter battle stand between mr. wynn and his former friend? >> yeah. the co-founder of wynn resorts. it's still bitter. there's still a standoff. we do know that the s.e.c. has

started to do some preliminary investigations into accusations made by both sides or at least according to reports that they are looking on one part of that. both sides are expected to be back in court in las vegas next thursday. i plan to be there. at that time the judge may decide whether any of the requests to look at the wynn books and see how hundreds of millions of dollars have been spent in macau, those requests she will decide whether they are reasonable. at the same time wynn is accusing her of violating the foreign corrupt practices act basically trying to bribe philippine officials using wynn properties to get a gaming license there. >> wow. jane, thank you very much. next on "power lunch," hunting for yield in the market. the top five dividend darlings. >> and the rise of russia's economy. our steve liesman is in moscow ahead of this weekend's big elections. >> russia's known for oil and gas, but the real on tap resource could be the russian consumer. coming up, we meet the man

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tdd# 1-800-345-2550 and get started today. coming up top of the hour on "street signs," the crude reality behind the oil spike. are speculators literally doubling the price? plus, pint rest, the next social media implication. the impact of the midwest soccer moms on the media frenzy. and apple tv, will it be as big a game changer as the iphone? big question on "street signs" just ahead. back to you on "power lunch." >> thank you, mandy. vladimir putin is expected to win back the election. some groups have been vocal against the former kgb agent. many of the same people shopping at a retail empire that's been so successful the founder has been called the sam walton of russia. our senior economics reporter, steve liesman, is live in moscow with the details on that one.

hi, steve. >> hey, sue. thanks very much. and good evening from moscow. look, a lot of russian billionaires made their money basically by getting control of the former soviet state assets. but one of them is among those who earned it the old fashioned way. he built a $10 billion retail empire from scratch. welcome to retail in modern russia where the empty shelves of soviet times replaced by an abundance of goods from all over the world. we're not just talking in moscow, we're south. fueling russia's consumer boom, 50% of all households entered middle class in the last ten years. disposable income up by 26%. this super store on the cutting edge of russian retail founded by a man who some call russia's sam walton.

>> maybe we can do what other guys can't do. >> what he's managed to do is bring western style shopping with traditional open air marketing that many are used to. the biggest country in the wo d world. >> in the next three months -- >> it's become an economic force in its own right. sales of nearly $8 billion last year and employed more than 123,000 people. with rush russians busier than ever with a few more rubles in their pockets, going for more pre-made foods at the deli counter. he's going to open 800 convenient stores and 50 new super stores like this. he uses 3,000 trucks to deliver his goods from 15 warehouses around the country. something the communists were

not very good at, i have to tell you. i asked him if logistics were a problem, he says no, that's easy. his biggest problem is marketing. something that's not a big culture here in russia. finally, he was sitting at his desk and he punched up he could tell how much fish was sold in a single store of his 5,000. so he's following his inventory very much the way they do at walmart, guys. >> fabulous, fabulous story, steve. you mentioned russian consumer. economically, how healthy are they right now? >> well, they're healthy and getting healthier. the russian consumer has more disposable income than counterparts in emerging countries because they privatized their apartments years ago. that's something that's helped. disposable income now up to $13,000. that's 50% higher than it was five years ago. so things are looking up. and if some of that oil money can find its way more into the pockets of average russians, then the sky may be the limit here for retail. >> wow. great reporting all week, steve. we'll see you when you get back

home. >> thanks, sue. >> and more closely to home, more and more companies announcing dividend hikes right now in this market, brian shactman looks now at the dividend darlings. brian. >> you know, ty, companies have cash. they have a lot of it. and there's increased pressure to return it to shareholders. so we look at the entire s&p 500 to find the strongest in terms of dividend growth. look at the five we chose. i want to start with dr pepper/snapple. you have a stock dividend growth up 34% in the last year and the yield is now 3.5%. but i want to take a look at a one-year chart. it's up about 3.5% now with today's moves and that's more than 1% behind the s&p 500. general electric much the same numbers. it decided not to hike further in the first part of 2012, but most expect that late in the year maybe not 30% at 32.6% this year with a yield of 3.5%. cms is our first utility. dividend growth more than 27%,

yields 4.5% and the stock is up more than 10% in the last year. if you think defense companies are shaky, well, look at lockheed martin. same numbers as dps when you talk about share price depreciation on top of the yield. the stock is about $2 shy of a new high. and another utility, but it's more gas focused. now, the california based company yields about 4% and seen solid share appreciations. i want to talk about tobacco stocks. they're classic dividends plays. yield's more than 5% and the stock up 23.5% in the last year. put all those together, tyler, that's pretty good return. >> that's a nice return. brian, thank you very much. up next on "power lunch," a wild week for stocks and commodities. so how should you position yourself heading into next week? we'll tell you when we return with the trader triple play.  the other office devices? they don't get me.

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the dow retreating a bit as the week comes to a close at 12941. west texas crude also lower at $106 and the 10-year note higher in price the yield at 1.97%.

time for the trader triple play. cnbc markets analyst at the new york stock exchange. at the nymex jeffrey grossman. brg brokerage. and holly liss. welcome to all of you. jeff grossman, let's talk about oil and the pullback today. when those reports came out yesterday about a possible strike or fire, explosion, whatever it was at a saudi pipeline, what did you do, how did you process this? and what have you done since? >> i was lucky enough to stand at the sidelines and watch. again, i thought this was unfounded and i thought it was a place where you're going to be able to sell it. and timing is everything. it was a great sell if you were able to get it off. unfortunately, those kind of news-driven piece of information i usually to be gone against. you know, big selloffs or big rallies, you usually go against them. >> gordon, why is the dow having

so much trouble staying above 13,000? >> sure feels like 13,000 is the ceiling. we have not been able to generate much momentum. we've had a good move. let's not lose sight of what's happened the first three months so far this year. seems like a january-effect playing out here. we've had a very mild winter and that's helped on a number of fronts. municipalities not having to get into debt. a lot of positives to be drawn from that. but still we're tied. the vix is low, volume is light. not enough conviction to take us through. this is an event-driven market. we're not seeing events to take us higher. >> holly, what's next for bonds? do you think that the high-yield trade is attracting too much attention and maybe getting a little crowded? >> i don't know if it's getting a little crowded. if you look at yields particularly at the 10-year sector for about the last two quarters, we've really been stuck in a trading range. we haven't had much imptous to move outside of it. what's keeping yields low is you have economic headwinds, greece,

europe, middle east, rising oil prices. if those continue, potential to take 10-years to 162 new low yields. on the flip side next week you have two pieces of economic data that are both critical. adp and nonpharma payroll. if that comes out on the strong side like we've been seeing better data, then you'll have potential to break through the range on the other side and get close to 250 which we haven't seen in months. right now the move is not there. you're really in a trading range. there's potential to move big in either direction once you finally get the factor that propels it. >> the triple play has been completed. thank you very much. gordon, jeff, holly, you're out. all three of you. thanks. >> all right. just over two hours left in the trading day. charts of the day coming up in just a minute. [ male announcer ] you are a business pro. monarch of marketing analysis. with the ability to improve roi through seo all by cob. and you...rent from national.

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eggs and ham and the lorax which incidentally happens to be a film playing in theaters now, there's no mistaking who the author of those famous children's books are, dr. seuss. and today is his birthday. he would have been 108 years old. his 48 books selling over 200 million copies and counting and i'm sure between the three of us we have every one of them. >> yep. >> and as dr. seuss said himself, today you are you, that is truer than true. there is no one alive who is youer than you. happy birthday to you, dr. seuss. >> there's a wocket in my pocket. we are now down 30. we're a little better now. >> little better. >> take a look at one-week of oil here. top of the charts, i think they just showed it to you. >> yep. >> it's down a little bit over the course of the week. let's go back to it. show it to you again. down 3% on the week at $106.37. >> i took a look at the kbw