index because the financials have had an amazing week and it's up better than 2% on the week. >> people talking about internet ipos and some haven't done well, linkedin if you borrowed in the first dip, you did pretty well. >> that will do it for "power lunch." "street signs" right now. and welcome to "street signs." happy friday everybody. i'm mandy drury. sully is sleeping off his pork knuckle fest in hong kong. what a week it's been. there is room to run and you know what the market's done in reaction? nada, zero, zilch. yesterday co-founder steve wozniak told sully that $1,000 a share is possible. today a top analyst says apple tv could be as much of a game changer for television as the iphone has been for smartphones.

he'll join us live. and our midwest soccer moms about to ignite a new tech revolution? what's the website they're so pinterested in? we're going to school you later on this hour. in the meantime, let's start with the markets. bob pisani at the nyse. and rick santelli in chicago. we had an ipo, didn't we, today from yelp. i'm wondering, bob, whether or not yelp might need some help. >> no. they're doing fine. i had such a good time with the ceo. he brought his mom down and a hundred of his employees. put up yelp for me. bottom line is 7.1 million shares at $15 priced at $20. just talking to bill griffeth about it. it's been sideways the whole day. look at that $24 as steady as you can do. 15 million shares changed hands, twice the float changed hands in a matter of hours. that's what you call a high velocity stock. i asked jeremy stop lman when were you going to start making money because they haven't yet. he says they're adjusted ebitda positive in the fourth quarter. a contribution to the

foundation, they're ebitda positive. i think that's impressive. did you see what's going on in the markets? that oil pressure on the markets is really hurting energy stocks. that's really the weak group here today. energies notably down. >> okay, bob. what about you, rick? what's happening over there? wrapping up a week, what kind of moves have we been seeing in the bonds pits? >> look at the treasury market you'll find we are still range-bound. after everything going on here we are. sometimes a little above 2%, now we're a little below it. virtually unchanged on the week. the other front we're watching is energy. even with energy down today, look at this chart. if you did the canada/yen trade, remember, canada has energy, the japanese don't, that spread is up over 9%. now, if you look at oil, oil's up about 5.75%. so you get much more bang on that canada/yen. that's the kind of creativity we're seeing in the face of higher energy prices.

>> we have to get creative if we want to get some yield. in the meantime it's been a big week of big and bold calls. three widely watched market maif maidens. jeremy started us off. and then on monday the oracle of omaha, warren buffett, was all about the bull trend. let's have a listen to what siegel had to say. >> i think it's very possible that, you know, we're going to get to that 17,000 level by the end of next year. >> as for warren buffett, what did he say? >> equities are still cheap relative to any other asset class. >> and then yesterday, folks, a note on s&p 500. he writes "pleasantly surprised and sees the s&p 500 at 1700 later this year. so, you know, you'd think we'd be off to the races. but from last friday until today

the dow and s&p while closing above key milestones for the first time in almost four years failed to really go anywhere after that. and that is of course despite these big and bold calls that we just brought you. so the question everyone wants to know is what is still holding investors back? joining us is chief investment strategist of janney montgomery, cio wilmington trust. great of both of you to join us today. marc, what is holding people back, do you think? >> mandy, i think the calls were actually pretty fantastic. i would like to believe them myself. they seemed a little bit ambitious. nonetheless we're constructive on the equity markets for probably many of the same reasons that some of your market maichbs spoke highly of. the fact of the matter is i think people are still too freshly scarred from 2008. and i think the money that's gone off the sidelines in any kind of risk-related asset has gone into bonds and bond mutual funds. the fact of the matter given interest rates, investors who have made that investment choice

have been rewarded thereby indicating wide bonds are working until we know at some point they won't. in fact, warren buffett himself was one who came out bonds should be issued with a warning label these days. that's kind of the nature of the beast we're facing at the moment. >> it certainly does seem to be the nature of the beast right now. what about you, rex? do you feel that siegel and buffett know what they're taking about, or are they off their rockers here? >> buffett had it right. stocks are cheap relative to bonds but bonds are expensive. he did not say stocks are going up 25% or 30%, which is what implied by eied by the other fo. the other forecast assume the market's going to go to a p/e of 16 or 17. assumption of normalities of p/es. mandy, we're not in normal times. the interest rate bond prices are not normal. we don't think stock prices ought to be normal either. we think the p/e's going to remain a little bit under pressure, little lower than average. that's why we don't see the markets climbing as much as they

forecast. >> certainly feels like the rally's leadership is narrowing. for example, you have the transports from the industrials, the russell 2000 down over 2% the last week while the s&p is about flat. bottom line, mark, in that kind of environment, perhaps the not so normal environment, what do you do to make some money right now? >> well, we carried over from 2011, mandy, the theme of dividend-paying stocks. valuations remain undemanding in the marketplace. i think that goes without saying. but that said, we suggested rotating out of those classic yield-oriented sectors like consumer staples, telecommunications and utilities into areas like energy, technology and health care and financials as a special situation not for dividend but rather prospects of some normalization brought into a sector bond out. as a consequence not only yield but more procyclical stance of those sectors have rewarded investors so far this year on

the back of obviously rising equity prices. >> i have to leave it there. have a great weekend. thanks for joining us. in the meantime some people think this market is being fuelled by a lot of speculation. herb is here to explain why that might not be so far off the mark, herb. >> mandy, when i saw these numbers, i just shook my head. look, take a look at fossil. this is the watch company. same store sales around $2.5 billion. market cap is nearing that of tiffany, whose annual rev new is $3.5 billion. then there's lululemon. it's annual revenue is $847 million, but it's market cap is almost equal to nordstrom, whose annual revenue topped $10 billion. now my favorite. monster beverage with revenues of $1.7 billion, its market cap is 25% higher than molson coors. by the way, mandy, i understand the facts that we have growth companies versus mature companies. a lot of metrics to look at and

figure out. still, most people look at this and say, you know, a little bit much. >> uh-huh. sounds like it, herb. we'll check back in with you in a second. in the meantime why don't we check in with courtney reagan for other headlines that are making news at this hour. >> thanks, mandy. federal authorities have arrested several dozen suspects and broken up what they say is a $325 million counterfeit goods operation. the suspects allegedly try today smuggle fake versions of brands like nike, timberland, coach from china. hiring of small businesses has increased slightly in february. and number of firms cutting workers fell to its lowest level since 2007. the last ever continental airlines flight leaves from phoenix tonight. when it lands in cleveland, ohio, what a better state, the brand name will be history. continental is being folded into united airlines which merged with continental in 2010. >> thanks for that. coming up next on "street signs," it's been one awesome week for apple. first the $500 billion market cap. and then the call for apple at

$1,000. and get ready, leading tick analyst munster says they're about to do for the tv what itunes did for music and the iphone did for mobile phones. why he says this is a big game changer. later on, move over zuckerberg. soccer mom haves a new friend. and it isn't facebook, folks. how they're fueling what could be the next big thing in social media. "why did i roll over my i.r.a. to scottrade?" "for starters, it didn't cost me anything." "and i got a one-hundred dollar cash bonus for rolling over by april 16th." "i like bonuses." "plus at scottrade, there are thousands of commission-free investments." "and if i need help, i can find it online, by phone or at one of over five-hundred scottrade locations." "it's why more investors with i.r.a.s are saying.." "i'm with scottrade." ♪ [music]

check out shares of zynga. they did hit a new high today, but then dropped on an all things d report that zynga's head game designer is departing. the stock currently up by 2.2%. and what a week for apple surpassing $500 billion market cap and then the woz telling sully the stock could go to $1,000 a share. and then this morning another shout out from legendary tech investor marc and reessen. >> it was undervalued at $300. i would certainly say it's undervalued at $500. they are doing an amazing job across a whole number of categories. and the market opportunity is just gigantic. i wouldn't blink for a second at the thought it's going to go up a lot from here. >> well, add to that excitement of another bullish call about the itube, as we're calling it anyway, being a game changer like the iphone. gene munster is the man behind that call. you say essentially that the itv

isn't yet priced into apple stock even at these levels and it's going to be a big deal. why? >> it is going to be a big deal because it's going to be the biggest thing since the smartphone. people spend four hours in front of the tv, apple's going to do what they do so well in that tv experience. and i think this is all people will be talking about in 2013. i absolutely don't think it's priced into the stock. i've been meeting with investors for the past month and the consensus is there's still some question about is apple television for real? we've been working on this jigsaw puzzle for the last two years. i can tell you, it's for real and it's going to be a game changer. >> gene, this is herb. i've learned over time, as you know, to listen to you because you are the one guy who really has gotten apple right all the way along all the way against the skeptics. when it comes to the itube or itv, one question i have is what's to keep samsung, for example, from really coming out with something that sort of levels the playing field there and gives consumers an equal

choice? >> well, i can say we've met with a lot of the large tv manufacturers and talked about that exact topic. and the bottom line is when we have those conversations, they're worried they don't have the ecosystem. they actually have -- samsung has a great tv out today. it's the most popular internet connected tv, but only about 10% of the people actually connect to the internet every month. the reality is they have great featured products, but people don't use it because they don't understand how to use it and understand the value. i think a lot of tv manufacturers are hoping this could be a boom for them ultimately because it educates the market. >> you really think the ecosystem's that important in this case that it's not something you put on the wall and you can connect to and connect to the internet. the apple consumer's going to have a lead, so to speak, over somebody else? >> yeah. they're hitting the ground -- they're going to be running at 60 miles an hour when it hits the ground we think in early 2013. part of it because people understand how the operating system works. obviously use your ipad or

iphone as remote control. there's little nuances like that that the other tv manufacturers would love to have. and they don't have it. >> gene, you know, in your own words you said the apple set top box was something of a flop. how is this going to be so different? >> i think there's three big things that will be different. first the actual experience and interface. a remote control that actually makes sense. right now you go to a friend's house and don't even know how to run the tv. this would be all of the five different things your tv does. whether it's just surfing the tv or dvd player, game, internet content, all that in a seamless interface. second, is the content. we think they'll do innovative things on content. think of dvr and cloud. apple will have the two largest data centers in the world in about a year. and that's not just for putting photos up on photo stream. we think they're going to do tv content and use some time shifting with that. and lastly the design. i think the design is a feature in itself. >> you know, apart from the itv, there's a lot of talk about the

ipad 3 and it's going to be launched, but the ipad 2, i understand, could be coming out with a cheaper version. how important is that in terms of making apple products more accessible and just more affordable to a greater portion of the population? >> it's a really big deal. and if -- when we survey consumers, about 40% say that the ipad's too expensive. the kindle fire's biggest feature is a $ 200 price. we think apple will inch that price down to the ipad 2 from $499 to $399 next week. eventually they'll have an eight inch tablet that will slam the door shut on the competition. that price point's critical. >> gene, anything get in the way, anything concern you here that could actually cause you to become a little less enthusiastic? >> well, one of the things we monitor is the rebuy rate on the iphone. it's 94% in the u.s. today. that's something on a quarterly basis we track. if that was going to drift down, let's say below 80%, that would

be concerning to us because this whole momentum would slow. but right now we're looking at every angle here and it's hard for us to see a reason. i think the most bearish thing on apple is a lot of people are optimistic. and beyond that, the fundamentals are doing great. >> it's becoming a crowded trade. pompoms out for apple. thanks for joining us today. >> thank you. >> just ahead on the show, are speculators to blame for oil's latest triple digit climb. should the real price be $50 a barrel? a case for that call after this break. plus the great car comeback. detroit revving up for its best year since being on the brink in '08. what is driving this revival? "street signs" is driving your way after this break. [ click ] it's truck month! no. it's truck month! no. it's truck month! no. it's truck month! no. it's chevy truck month! definitely that one, boss. solid. let's try the other one again. ♪ chevy truck month ♪ no.

it's truck month! ♪ truck month ♪ no. truck month! no. it's chevy truck month. yeah. [ male announcer ] it's chevy truck month. tdd# 1-800-345-2550 checking the charts. tdd# 1-800-345-2550 looking for support, tdd# 1-800-345-2550 resistance, breakouts, tdd# 1-800-345-2550 a few other tricks that i'll keep to myself. tdd# 1-800-345-2550 that's how i trade. tdd# 1-800-345-2550 and i do it all with charles schwab, tdd# 1-800-345-2550 because their streetsmart edge platform tdd# 1-800-345-2550 helps me trade quickly, intuitively. tdd# 1-800-345-2550 staying on top of the market is key! tdd# 1-800-345-2550 and the momentum tool, tdd# 1-800-345-2550 it lets me do it at a glance, tdd# 1-800-345-2550 so when things shift, i'm ready. tdd# 1-800-345-2550 then to track the stocks i have my eye on, tdd# 1-800-345-2550 i turn to schwab's high/low ticker. tdd# 1-800-345-2550 so i can spot a potential breakout tdd# 1-800-345-2550 before it breaks out. tdd# 1-800-345-2550 and get this...i can even trade, tdd# 1-800-345-2550 change my orders or check out my positions tdd# 1-800-345-2550 right on my chart. tdd# 1-800-345-2550 my system works for me. tdd# 1-800-345-2550 does yours work for you? tdd# 1-800-345-2550 get streetsmart edge

tdd# 1-800-345-2550 from charles schwab for $8.95 a trade. tdd# 1-800-345-2550 open an account and trade up tdd# 1-800-345-2550 to 6 months commission-free. tdd# 1-800-345-2550 call 1-877-586-5928 tdd# 1-800-345-2550 and get started today. [ kareem ] i was fascinated by balsa wood airplanes since i was a kid. [ mike ] i always wondered how did an airplane get in the air. at ge aviation, we build jet engines. we lift people up off the ground to 35 thousand feet. these engines are built by hand with very precise assembly techniques. [ mike ] it's going to fly people around the world. safely and better than it's ever done before. it would be a real treat to hear this monster fire up. [ jaronda ] i think a lot of people, when they look at a jet engine, they see a big hunk of metal. but when i look at it, i see seth, mark, tom, and people like that who work on engines every day. [ tom ] i would love to see this thing fly. [ kareem ] it's a dream, honestly. there it is. oh, wow. that's so cool!

yeah, that was awesome! [ cheering ] [ tom ] i wanna see that again. ♪ take a look at borg warner. you'll recall philip lebeau told us earlier this week that borgwarner is a big winner when gas prices rise. they make turbo chargers that boost fuel in cars. take a look at crude. over the past 24 hours huge gyrations on everything from iran to reports of a pipeline explosion in saudi arabia that have been denied. cnbc's in the region. what's the latest on this?

>> amanda, it's not so much the veracity but more the source of the information. state-run press tv in iran saying that the explosion hit the pipeline. they have not printed the retraction. and, again, the denial from saudi oil officials offers little consolation to traders because there are problems in the eastern part of the kingdom. there are protests by some shiite minorities and, again, we have seen clashes with security forces. also it's difficult for journalist to really verify a lot of information. it's just tough to get out there. of course, what's at stake in the eastern province, amanda, is the birthplace, the very pulse of the saudi arabia oil industry. the relationship with iran you'll have to watch very, very carefully. iran is clambering for the narrative that oil exports are indispensable to global markets. and of course saudi arabia is a headache in that situation because they are committed to keeping the markets well-supplied. you mentioned iran of course

elections underway there. that is going to shed light on domestic power struggle there between the supreme leader and the president. and also set the stage really for presidential elections next year. the united states is hoping, amanda, that the economic sanctions will have an impact on decision making there and a visit by israeli authorities to the u.s. may shed more light next week. >> tastakes certainly are high. thank you for the report. look at this chart of crude. since october up over 40%. our next guest says you can blame about half that runup on speculators. let's bring in partner at lakewood and company. and a cftc committee member. we're trading almost $110 a barrel. what would be the price without the speculators in it? >> well, doing just on a simplistic basis, if you're estimating that the cost of crude should relate to the cost of production, the most expensive crude is canadian oil sands and that's profitable at $50, $55 a barrel.

in my estimation, if that's the most expensive, everything above that's speculation. and that's really caused by unintended investors in these markets that are speculators. largely index funds. >> incredible fundamentally the cost about $50 to $55 a barrel. shawn, what's going to let the speculative air out of this? and if it happens, is it going to happen quickly? >> well, part of it's going to relate to position limits being in place at the cftc, but i really don't see that happening until after the election. and you really need to cover the swaps market. swaps market makes up 80% of that market. if you're going to have a speed limit on say 20 octob% of those and they're the only ones doing the right thing, you haven't solved the problem. we need to cover the swaps under the cftc rules and get that done quickly. >> yeah. >> and then you'll see those funds move out. >> so much for president obama's investigation into speculation.

thank you very much. despite rising oil and gas prices for that matter, u.s. auto sales driving to their highest level in four years. in fact february hitting an annual rate of 15.1 million units. almost a million stronger than january's pace. mike jackson earlier today on cnbc. >> in the face of rising gasoline prices to see these kind of results shows how far the economy and how much the auto industry has changed from the summer of '08 when we had $4.11 average price of gasoline. >> well, let's bring in our philip lebeau. phil, what's behind the strepgt and can they keep up this current pace if gas prices keep on climbing as well? >> i don't think so, mandy. we're looking at sales being much frothier than people were expecting. look at what we saw in february -- i know this chart says march, but february 2011

versus 2010 and you'll see that the sales pace, what a huge increase. that should say february pace there of 15.1 million. mandy, at the end of the day it's too froth. i think it's more likely to see sales back down in the 14.4 million range. you have a number of things, weather and japanese suppliers back in. all of those factor wills not be there this spring. >> what about advances in fuel efficiency? just a moment ago we heard from auto nation's mike jackson. he's also saying fuel efficiency plays a big role in showrooms nowadays. >> they do. and people really don't pay attention to the fact that we're seeing a big shift in terms of the type of engine people want in their vehicles. we are moving more towards 4 cylinder engines. and because of technology, people can get a 4 cylinder and not feel like they're giving up on performance. they want the turbo boosters because you get better performance and fuel efficiency. >> i love those cars that go vroom. nice gains in shares.

should investors expect that to continue? >> i think people are going to wonder at some point given what we're seeing, lower incentives, higher sales means you're going to see more profits from the automakers. those stocks have hit sort of a resistance level. that equation means they're going to push through that at some poipt, mandy. we're already seeing it with suppliers. i think we'll also see it with automakers as well some time in the next few months. >> phil, great to have you on the show as usual. coming up in the second half of the big show, we're whipping up green eggs and ham with a side of stocks. and will rising oil trigger a dark cloud for one of the sunniest places in america? we'll talk to the ceo of hawaii airlines. alo ha. "street signs" back in two. for more than 116 years, ameriprise financial has worked for their clients' futures. helping millions of americans retire on their terms. when they want. where they want. doing what they want. ameriprise. the strength of a leader in retirement planning.

the heart of 10,000 advisors working with you one-to-one. together for your future. ♪ it's this... the etrade pro platform. fast. beautiful. totally customizable. finds top performing stocks -- in three clicks. quickly scans the market for new trading ideas. it can even match options strategies to your goals and lets you see the potential risk and reward.

and, it also comes with a dedicated elite service team. got it? get it. good. introducing new etrade pro elite. ♪

welcome back to "street signs." it's time for your daily dose of street talk where the market today is seeing red. and it looks like we will finish the week well below dow 13,000. the s&p and nasdaq slumping well off of their highs of the week. a big week for midwest retailer, buckle. the buckle outperforming retail index year-to-date. let's bring in equity research analyst at keybanc capital markets. great to have you with us today. believe you have this stock at a

hold, but in the past you've had it as a buy from time to time. why is it only a hold for you now though? >> first valuation looks fairly full. the company's been performing at a very strong level and clearly is one of our favorite longer term stocks. just at this point the stock looks somewhat full to us. >> what is going for this stock right now? >> you know, the company has a very fresh product offering. the stores are located in less competitive markets. they're focused in the midwest. and they just don't have the competition of other retailers. >> what can they do in terms of growth? is this a stock you think would go towards m&a or do you think they can grow organically and geographically? >> one of the neat things about the buckle is they've been focused on core organic growth. they grow the store base slowly. we'd be surprised if they do m&a. we think they'll continue to open stores. >> what is your price target for this stock? >> we have no price target because we have it rated hold. >> got it. what do you think the risks are for the stock? the first thing that popped into my mind was commodity prices.

>> that's absolutely right. when we had a buy on it when commodity prices were surging. we're watching the commodity environment closely. that could be very impactful to the farmers that are also customers of the buckle. >> you were saying because they're in rural markets where there isn't a huge amount of competition, is there anything else in the way of competition that might present itself for this stock? >> one thing you have to watch obviously is the internet. while other retailers have physical presences in the rural markets, the internet continues to make the world smaller and that could be a continued threat to the buckle. >> got it. thank you very much. >> thank you. >> violent weather is now sweeping across the south and the midwest. you know, tornadoes touching down in alabama earlier on today and reports of twister activity now in indiana. this comes just two days after a series of twisters ripped through the midwest killing at least 13 people and injuring hundreds more. let's get to the weather channel's jim cantore in kentucky. >> we are on the northern apex of what's going to be a dangerous day today across

southern illinois, southern indiana, western and central kentucky all the way down through much of tennessee, northern alabama and mississippi as thee stose storms erupt and out of the northeast, we've already had tornadoes with damage in northern alabama this morning. and typically on big outbreak days you can get the pre-events. almost like dealing with a volcano where you have the tremors and minor eruptions and then the big event blows flt the big event is blowing right now across southern illinois. that's the stuff moving this way. i have a pretty interesting graphic i want to share with you. it's a timeline. i'm going to tell you what's on it. louisville, kentucky, about 4:00 to 7:00 p.m. that's crunch time. nashville, 4:00 to 8:00 p.m. cincinnati, ohio, 5:00 to 8:00 p.m. these are areas with prime threat today. birmingham, 8:00 to 11:00 p.m. this evening. all local times. atlanta, 11:00 a.m. to 3:00 p.m. late night for atlanta georgia. charlotte, north carolina, 4:00 to 7:00 a.m. a dangerous situation and one

that brings memories of april 27th. we can't tell how big these tornadoes will be with this outbreak, but the potential is there for long track destructive tornadoes with winds possibly up to 200 miles an hour. we'll keep you posted here from louisville, back to you. >> okay. coming up next the airline index this year is flying high. but is the crude climb going to bring turbulence? a trip to the front lines with the ceo of hawaiian air. and a sweet and tasty sunshine stock. who doesn't like cake? a cold glass of milk with a side of profits when "street signs" returns.

forty years ago, he wasn't looking for financial advice. back then, he had something more important to do. he wasn't focused on his future but fortunately, somebody else was. at usaa we provide retirement planning for our military, veterans and their families. now more than ever, it's important to get financial advice from people who share your military values. call now for our free guide and tips on planning for your retirement this tax season.

i had a print out of how many hours i have actually put in over my career. and it's 168,000 hours. so just think, if you had an 8-hour job, i'm like a man of 100 and something years old. i've worked very hard to support my family. and i finally reached that point where i'm going to retire. ♪ ♪

well, it's cheap, but it's volatile, it's incredibly

wealthy, but it's people are poor. russia for investors has always been a real riddle. steve liesman is live in moscow right now ahead of this weekend's presidential election and looks at the risk and reward of investing in russia. it certainly sounds like quite a riddle. >> yes, thanks very much, mandy. good evening from moscow. russia's not just cheap, it's the cheapest of all the brics out there. the market trades lower than pakistan. its massive oil company some of them trade lower than those in sub sahara africa. steven jennings is the ceo of renaissance capital, that's the biggest independent investment bank here in russia. he says the economic numbers don't justify the valuations. >> from 2000 we had one of the fastest growing economies in the world in dollar terms, faster than china for example. much of that growth was driven by sectors that were

underrepresented in the soviet economy. so retail services like manufacturing and hundreds of large scale businesses were built by russian entrepreneurs. yes, we do have entrepreneurs here. >> it does justify the valuations are questions about the stability of the current regime headed by russia strong man vladimir putin. corruption even the president says is out of control and a legal system that doesn't guarantee investor rieghts. investors who have stayed with russia have been rewarded with rewards equal to the all or nothing risk. since '95 you'd be up 2500%. the worst year you were down 90%. since the october 11 lows you're up 45%. one year down 13.5%. but this year alone year-to-date up 25 points. in typical fashion foreign investors pulled back in the wake of the recent demonstrations, but they've recently come back in amid signs that president putin -- prime

minister putin. still analyst for the newspaper says change is going to come, just not fast as people want in the streets. >> if you want to change the regime, you have to be very patient. you have to work within the democratic institutions. but, but, those people who are very impatient who want to do it now through this street protests, well, they will hardly listen to those arguments. >> that guarantees more volatility as there's going to be progress, but also steps back ward. meanwhile, take a look at some of the biggest russian companies out there that do offer liquidity, gazprom, big oil company, rosneft and the russian's savings bank -- the

old soviet state bank recently bought russian investment bank. >> steve liesman in moscow, thank you so much for that. in the meantime why don't we take a look -- it's very fitting obviously this is a big export of russia is crude oil. nymex crude is currently at $106.58. settled down about $2 today. over the course of this week we have lost nearly 3%. and certainly that will hopefully translate into a little bit more relief at the pump. in the meantime, it's that time again. herb's diz ast you are du jour. >> i love how you come in and sit down and say, hi, mandy, it's not louisville, it's louisville you stupid austral n australian. >> i didn't say stupid australian. >> you were thinking it. >> anyway, let's talk about the disaster. monster worldwide, not to be confused with monster beverage. stock taking a hit today after one analyst downgraded it and another upgraded this all after the stock really spiked yesterday when the ceo came out and said they're going to start looking at strategic

alternatives because the stock has been the disaster all year. i want to say one interesting thing here. when the ceo took over this company in 2007, people thought this was his mo because he's done it in the past. then the market fell apart, monster's business fell apart. and now you see, finally, you're getting the strategic alternatives. >> yeah. ubs -- that's a tough one. a real disaster. as for sunshine, we have it like always even these things up. little pancake love for today's sunshine stock. sara lee up 6% hitting a n new-time high after expecting a coffee and tea business move to the netherlands and be completed by the end of june. shareholders also get a special $3 dividend after that spin-off. speaking of sunshine, yeah, it's always sunny in hawaii, but are they on the horizon for airlines? joining us now in an exclusive.

tell us how you're dealing with the rise in jet fuel prices. >> well, we're hedged about 40% to 50% of our next year's supply. so we have a measure of insurance there. at the same time we do look for the rainbow in the dark cloud and in our case a lot of the demand for oil has been driven out of asia, that means there's economic activity in asia. asia's a very important market for us. and we're seeing really pretty healthy demand for the hawaii vacation for people who live in asia. >> and where is that healthy demand coming from in terms of the consumer segment? for example, is it coming from the business traveler, the average vacation like myself who wants to take their family to hawaii? give us a pulse check in terms of where demand for travel not just to hawaii is coming from this year. >> well, demand is actually been pretty robust over the last couple years and fairly balanced between business travel and leisure travel. we're heavily focused in ledger

and as we see the asian currencies appreciate against the u.s. dollar, the advantage of traveling to the united states particularly on vacation grows and grows and grows. and we've just seen really very robust demand. >> you know, i guess as a by-product of this robust demand as well as rising costs like jet fuel prices, it just feels anecdotely when i take a trip it feels as if prices are going up. i talk to my friends and they all say it feels as if prices are going up. is this something you see is going to continue to be a trend this year? >> well, you know, no single airline sets airline prices. it's really the product of the competition between us. what one of the things that goes into that is the cost of our inputs, oil being the most important one. so i think as the price of oil goes, so will go airline ticket prices in the next 12 months. >> what's the best way to offset those high fuel costs?

for example, could you have a specific fuel surcharge? or is it going to be hidden in other ways like suddenly we're paying more for baggage or you find you have to pay for water instead of just soft drink? >> well, it certainly is a full service airline we don't charge for water and pillows and blankets and stuff like that. but what will happen, i think, is the competition will determine where exactly the increase in costs will be reflected in ticket prices. at the same time an airline like ours with very young fleet we're getting a bunch of planes this year, we're trying to mitigate by operating a more fuel efficient fleet and finding other innovative ways of saving gas. >> i also noticed you were named the number one airline for being on time, 93% of the time. congratulations. i guess there's no snow and real bad weather in hawaii to keep you from being on time.

but i want to ask you in terms of m&a or consolidation in the industry whether it's something that would involve you, specifically, or something you see is going to happen over the next couple of years in the airline industry? >> well, we've seen quite a bit of m&a over the course of the last couple of years. we've seen delta and northwest come together. united and continental come together. so there's a certain industrial logic about combination. at the same time i think there is seems of opportunities for carriers much like ourselves to do well and prosper. we've been one of the most profitable airlines in the space over the course of the last half decade. so i think there's sort of room for everybody. and looking to the future, i think we want to run our business independently to make sure that if there is a proposal for consolidation, it's a good one before we would feel at the board level oblige to accept it.

>> thank you very much for your candid responses. thank you very much for joining us. i'm going to hawaii very shortly myself. and for the viewer if you're wondering, that's not hawaii in the background. that was very bad weather and it was washington. so there you go. coming up next, if you thought the y2k soccer moms lost their power, you're wrong. we'll tell you why the crowd is back in force and how they may be the new power brokers of social media. move over marc zuckerberg, soccer mom is here. "street signs" back in two. ♪

♪ [ female announcer ] you're the boss of your life. in charge of long weekends and longer retirements. ♪ ask your financial professional how lincoln financial can help you take charge of your future. ♪

i'm bill griffeth, coming up at the top of the hour, shares of yelp skyrocketed in its bay due. is this more evidence that social media stocks are starting to form a bubble? we'll look at that plus we'll break down the charts to show you why financials may still have a lot more room to rally. and then russian political activist, yes, that one talks about the effect vladimir putin's election could have on everything from the markets to relations with the united states. all that and more when i see you with maria here at the top of the hour from post 9 at the new york stock exchange on "closing bell." see you then. >> we will indeed. what stocks are the big guns of

wall street buying these days? that would be technology, which have been the top performer so far this year. according to a credit suisse report in the fourth quarter of last year, the top 50 hedge funds upped report they're up to 27% from 24%. at the same time, they significantly cut allocations to the large cap consumer discretionary stocks. which had the largest weight in the first quarter of 2011. industrial sox and consumer staples remains the least favorite. among the three stockholdings, natural gas pipeline operator, el paso, and take heavy weights, moat roll lo and apple. interestingly mid cap tech stocks got really no love from them, with the sector showing the largest weight decline. hedge funds increased exposure to the mid and small cap consumer discretionary stocks, among the companies they like, william sonoma, coin star, live nation and children's clothing company cotter. what if i told you there was a

social networking website growing faster than facebook and twitter? it sounds pinterresting, right? it seems like it's becoming the next big thing, court. >> that's right, mandy, it is the third most popular network behind facebook and twitter. it's an invitation-only website that allows users to aggregate and pinning items that they like. other users can then see the design boards being built as pinners organize weddings or decorate homes. the growth is phenomenal. individuals are spending an average of 89 minutes a month pinning, behind facebook. but tied with twitter. they received 104 million u.s. visits in february. growth, exponential.

the average 11-month pinterest rate growth is more than google plus, google and linked-in combined. a portion of that traffic is retailers, it includes whole foods, martha stewart and west el. it could offer retailers innovative ways to connect with consumers. and the biggest group of pinners are smart retail's most sought-after 55% of the site's traffic comes from 18 to 34-year-olds making $30,000 to $99,000 a year, the majority of whom are females from the midwest and the south. unusual, but critical top markets. so is the growth too far too fast? the site has just 20 employees. a key reason it's invitation-only now. can it continue to propel the pinsanity. if you're pinterested, pin

mandy. >> let's bring in lou at second shares.com. you just started the social internet fund investing, i believe, in private shares of rapidly growing media companies. you've got facebook and clout among them. but why isn't pinterest in there? >> pinterest shares are hard to get today because it's such a sp spectacularly growing site. the reason it's growing so fast is because it's leveraging facebook. when you join pinterest, the first thing it does is connects you to everybody on all of your facebook friends who are already on pinterest. we're moving from a world where discovery used to be from google where it's now to your social

network. >> why do you think it will be more than just a fad, lou? >> they mentioned it as the 39th biggest website in the u.s. it's actually the 16th biggest by page views. bigger than cnn, bigger than espn, bigger than aol, because the engagement on the site is so high, when the women go there, 55% are 18 to 34, but for more than 95% of the active people on pinterest is women. they say there 89 minutes, and not only that the retention rate is extraordinarily high. usually on any side, social media sites included, you get fatigued after a while. but there's been very little fatigue on pinterest. women continue to go dl and pin. it's an extraordinary phenomenon. >> what is pinterest going to do to keep up the interest? i know many of my friends use it to plan weddings. but once the wedding's over, do they want to keep using it?

>> weddings is the biggest palette. perfect palette is a wedding planning site. we're seeing all kinds of brands going there, because what pinterest really is, facebook really started as this is what i did, twitter started as this is what i'm doing. pinterest is, this is what i want or like. that changes every single day. that's part of why there's no fatigue. you had whole foods as one of the big ten on pinterest today. >> you say there could be no fatigue, but what do you think could trip them up? and do you see an end game? do you see it ipo'ing? >> it's had extraordinary growth. i think right now to focus on continuing the growth, staying up, ipo i think is a long way out. but they can really monetize this audience. because you know what people want and like, they can buy. when people click on a pin and go to an ecommerce site, that can drive a lot of revenue for

pinterest? >> do you think a big kahuna like facebook can buy them? >> i think a lot of them are looking at it today. it's a valuable site because there's very little revenue today. it would be highly dilutive for anybody who bought it? >> are you a user of pinterest? >> i tried. they only have 20 employees and they're trying to manage that traffic, i'm still waiting to be invited. >> maybe somebody out in the viewership could send us an invitation. >> coming up next on "street signs," call them our dr. seuss stocks in honor of his creation lor ax. that is going to be hitting the theaters. and we're honoring his birthday. his 108th birthday today as his 108th birthday today as well.

the swarmy swans of the humming fish and the brown bobalutes, the animated classic opens nationwide. the same team brought you the wildly popular and i have to say fantastic despicable me. it is opening on what would have been dr. seuss' 108th birthday. we start with his first three classics, the places you could go, any direction you choose with the high flying priceline at expedia.com.