run. so perhaps it's a little bit of profit taking in a down market. >> the sneed. >> i don't see movies that don't have talking animals. >> neither do i. you shouldn't either. >> i like talking animals. >> all right. >> that will do it for "power lunch" everybody. >> "street signs" begins right now. see you tomorrow. i don't know about those guys but i love "the lorax." hello everybody. i'm mandy drury. we call it hopium here on the show. lazlo birinyi calls it unlasting economy. why is it so easy to believe the pessimism and so hard to think things are getting better? we'll debate that. and the all-time high club. a couple new names added to the list, ibm and nike. the question now even at these levels are computers and sneakers places that you can still make money? and is the electric revolution being unplugged before it even

gets off the ground? consumers not juiced by battery operated cars. we'll find out why later on this hour. in the meantime, stocks are starting the week on a fairly lousy mood. they sniffed around 13,000 on the dow last week. there really has not been any follow through. let's check in now what's happening with trey. bob pisani at the nyse. rick santelli at the cme. bob, has anything fundamentally changed? >> the u.s. economy is still improving. and china, while it's slowing down, they're going to be promoting their own internal growth. so i don't think the fundamental pieces have been changed. but remember we've had a long way very, very fast here. i'll tell you, the market's holding up better. put up apple. here's the biggest market leader everybody follows. everybody's talking about what happened around here around 11:00. didn't drop the overall market but sure dropped apple. we've traded 21 million shares of apple. that's more than a normal day's trading already.

you can say concerns about ipad 3 sales will be up for snuff or not. that's a lot of speculation. the fact we saw people take chips off the table. all the apple supply chain stocks were down. broadcom gets a huge number of revenue from apple, micron big part of its revenues. and you still have the china play. when they lowered growth forecast, all the big material names came down as well. >> we certainly watch what china's doing these days. who's wagging who, bob? let's get to rick santelli. do you feel anything's changed in the bond pits? or is it just status quo? >> you know, i don't know. i think status quo is up for revision. we had dallas fed president richard fisher was on the wires with some interesting comments. we have a few quotes that we're going to throw up there. as you read these, he's pretty much posing the scenario that anybody looking for more quantitative easing, it's akin to being hooked like a drug

addict. using some pretty flowering language talking about accommodation. and keep in mind he used to be the decenting hawk. he's a non-voting member now. and now we have one disdent. the one quote i was so e namerred with because it was so colorful is he thinks the equivalent of misfees sans based on the notion what the government is doing regulatory, physically and malfeasance meaning it isn't legal, it's applying something legal in a wrong headed sort of way sdpl thank you very much. the markets as we've established are off today. take a listen to lazlo earlier today on his bullish call of 1700 for the s&p. >> i think the market's giving us some very good suggestions that perhaps we're underestim e

underestimating the economy. i'm not insisting on that number, but i am suggesting you don't take it off the table. you don't disregard the possibility of something good happening. and leave that door open. >> so are we underestimating this market? let's bring in founder of matson money and jason pride. mark, let me get to you first of all. it's very easy to make a bear case. very easy to climb the wall of worry. the bare case has a lot of knowns. the bull case has a lot of unknowns. is it therefore harder to latch onto? >> the only long-term rational belief in the market is going up. no one can tell you where the next 20% is going to go, but long-term the next 100% is always up. it's not fantasy, it's rational optimism. no matter how bad the recession or how bad it looks, capitals and free markets find a way to go up. >> the market goes up by default. that's not enough for me to throw my money into the market. >> you don't have to predict where it's going in the last ten years. look at the last ten years when

everyone said equities were dead? if you were in emerging markets you were up 10%. what an investor has to do is diversity globally and rebalance on the dips. it's going to go to an all new high, no one knows exactly when. >> how do we get out of stall speed and move higher? >> we think we have to see continual economic progression at this point in time. we are advocates as mark is of the long-term investment in risk assets. but at the same time there's a reality that the markets follow through cycles and these cycles come and go. certain indicators can give you an early sign of that. leading indicators being the best one. recently we've gotten a bit of a patch of some downward surprises and leading indicators. whether the u.s. ism index or european and even emerging market purchasing manager indexes. these are signs that at least kind of raise the flag of warning for me at this point in time. it's not something we're reacting to yet. but they have been the early cracks in the wall of this kind

of growing optimism that's been coming forth since, you know, october/november last year. >> to jason's point, mark, we've been obviously gaining here in the u.s. partly because we've been having a better economic backdrop. if we have been starting to peek out economically speaking even just say medium term, do you feel we're going to backslide here? a lot of the good news has been priced in. >> i think all the news has been priced in. not just the good news. markets are extremely efficient at pricing in information. therefore only random or unknow bl new information changes prices. to try and predict over the next ten minutes or ten days where it's going is useless for investors. if you're not going to be in equities for ten years and rebalance on fixed income on highs and lows, don't be in the market at all. don't try to predict. it's too hard to do. >> the fear a lot of people get in when we say 52-week highs and all-time highs and they say they want a piece and it's too late.

jason, if it isn't too late, where would you be investing right now? and how do you hedge against the unknowns? >> our biggest thesis right now is you can't be investing on one side or the other. on one side you're getting paid nothing for buying protection. on the other side you're arguably taking too much risk in what is going to be a volatile and still kind of questionable market environment. things in the middle of the risk spectrum are the most optimal investments right now. they provide the best opportunity from a valuations perspective as well as from a return perspective for an investor in a slower growth volatile environment. >> bottom line, where do we put our money today? >> you have to be looking at microcaps with the 3% or 4% premium over large. high book to market value stocks, long-term. and don't forget international. even though they've had been negative in the news, they're still up 16%, 17%. >> china slows down and cutting growth forecast. >> absolutely. if that part of your portfolio is down, you have to rebalance and buy more. >> got it. thank you to both of you very

much mark and jason. >> thanks for having me. >> it's not all bad news for your money today. a milestone for big blue. ibm hitting a $200 mark earlier today and all-time intraday high for this company. will the momentum continue? let's ask barclays analyst, good to have you on the show today. i see your target is $200. so essentially today halleluijah, you've hit it. where do you go from here? >> well, you know, it's tough to predict these target prices with the way the market moves. but in general we have an equal weight rating on ibm and top picks apple and emc which have outperformed it there year. ibm deserves a ton of credit for the last five difficult years. they've outperformed vastly. they've done a great job of moving up the stack to the higher value revenue streams. and sam deserves a lot of credit for that. >> okay. but is it the best in show? like if you had to choose for example between others in the sector like dell, would this be the one you would back? >> well, versus dell, i think ibm probably a little safer

right now. pcs are a tough market to be in. and ibm's doing a great job in software and services. but then versus an apple, a product cycle like company in what is potentially an economic recovery, some of the names that are higher beta may outperform this year in our opinion. and thus far this year that's been the case. things can always change in the back half. but that's how we're looking at it right now. >> right. it's done very well so far this year up about 24% year-to-date. what's going to give it its next kick to the upside? at what point would you lift the price target from where we're sitting right now? >> ibm's up about 9% year-to-date. some other stocks in the group are up a lot more. those are the higher beta. in terms of what you drive the upside for ibm perhaps if they drive a new product cycle in the back half of the year, there are some things in hardware that need to get better. that's been a tough area right now. that may change the fortunes. and also software momentum tends to be a little later. so if the economic recovery gets going right now, maybe we see software and services recover later. so if we're at the early teenage stages of recovery right now,

ibm might lag higher names but late this year and probably 2013 it kind of goes back to its ways. i see this as a steady eddie. they're doing a great job. we're a little bit more into risk actually this year than we were. so i think an equal weight is a right way to go. >> understood. it's up over 800% over the last 20 years. thank you very much. >> that's true. thanks. >> thank you, ben. let's check in with courtney reagan right now for what else is making headlines at this hour. >> the owners of the new york mets may have to face ponzi schemer bernie madoff. also rejecting an attempt to throw the lawsuit out. a jury will decide if the owners will willfully bind to the madoff fraud and if they should pay another $303 million. a massive restructuring for yahoo! including thousands of layoffs according to all things

digital. and the death toll stands at 39 in the severe tornadoes that swept across five states. let's get to jay gray with nbc news in henryville, indiana. >> reporter: it's been a few days and still this devastation hard to get your mind around right now adding to the insult here three to four inches of snow overnight. the sun out now. it's actually warmed up a bit. but it's really just making a mess for those who have to sift through all this debris trying to find any sign of their life before the storm. and there are some people here pulling out dishes and plates and things like that. it may look simple to us, but when you find this and you can't find anything else, these mean so much to many of the survivors here. they'll continue to work through this mess that the snow has created. most now realizing this is going to be a very long and difficult road back. that is the latest from here in henryvil henryville, indiana. jay gray live, mandy, back to you. >> thank you, jay. coming up next on "street signs," how dunkin donuts is putting emphasis on dunk. and prescription for trouble.

the big battle brewing over your medication. could impact every single one of us. also a big stall for gm. is it a sign that the big bet on electric is about to just run out of gas. stay with us to find oit. you have to dig a little. fidelity's etf market tracker shows you the big picture on how different asset classes are performing, and it lets you go in for a closer look at areas within a class or sector that may be bucking a larger trend. i'm stephen hett of fidelity investments. the etf market tracker is one more innovative reason serious investors are choosing fidelity. get 200 free trades today and explore your next investing idea.

check out dunkin' donuts ticker. the stock is up 17% year-to-date. the donut chain is putting the emphasis on dunk by making

lebron james their new pitch man in china. they already have 150 stores in china but wants to open another hundred over the next couple years. the donut chain is also adding new flavors that might be more palatable for the chinese market such as pork donuts. nearly 4 billion prescriptions meantime were filled out last year. and now there's a big battle brewing over where you can get them filled and how much you're going to pay. well, herb, you have been all over this story. not just today, but this really has been in your bonnet for many months. >> it has. any day or any week now the ftc is expected to rule on the proposed merger between med-co and express scripts. the drugstore you use or even which drugs you use. the stocks at both companies have been acting as if the deal will be approved. as i write on cnbc.com today, the merger would likely turn an o goply into a due oply at least that's what the critics say.

all lead to the questions are they simply becoming too powerful? have they become more than what they were originally meant to be? or without them would we all be paying much more for our meds? and as all of this is being hashed out, look at walgreens right now. it told express scripts to take a high recently. today reported lower monthly comps but sharply higher month front end sales, its stock is up. what to make of all this? bring in our guest joining me now ceo of the pharmaceutical care management association and the industry's chief critic, a former ftc attorney who represents the specialty pharmacy industry. thanks for joining us, guys. >> thank you. >> mark, i know you cannot discuss this deal specifically. i understand that. but i do have to ask, when you get into a situation like this where you have an industry very tightly consolidating, how is less competition good? >> well, first of all, it is a competitive industry. there are over 60 pbms and the

federal trade commission looked into pbms as part of the medicare part d deal a few years ago, the drug benefit for seniors and found pbms are competitive. good companies saving money. but the key is looking at the people who hire us. the fortune 500 ceos, the medicare program themselves, the state governments, they hire us because we save money. and to offer innovations like mail service pharmacy which people love which are convenient and save about 15% on the scripts. >> david, you say few markets are as concentrated or opaque and complex and subject to rampant anti-competitiveness as the pbm market. you've said that in testimony. is that being a little dramatic? >> no. i don't think at the least. all you've got to do is look at the facts and the numbers. these three pbms have all been subject to enforcement actions by a group of state attorneys general who have found that consumers were effectively being forced into higher priced drugs

because of the pbm's conduct. they were receiving higher rebates and forcing consumers into more costly and less safe drugs. second, they clearly have a conflict of interest because they have their own mail order operations. they'll force into mail order which consumers don't prefer. mail orders cost consumers more. and it has a lower generic dispensing rate. why? getting kickbacks from the branded manufacturer. >> time out. enough is enough. i think fortunate 500 ceos and the people who run medicare and the state government programs know something that perhaps maybe he doesn't. of course he represents the drugstores we negotiate against. i understand his point of view. but the bottom line is we save an awful lot of money. every major company has litigation challenges, and those are in our past. that's a whole different conversation. you could say the same about walgreens or anything else. the key is we save money for patients. we have a lot of big sophisticated purchasers,

unions, big companies, medicare, they like us. if you look at places where we're not used largely like in the medicaid program, it's going bankrupt because drugstores and their lobbiests go and tell state legislatures and governments to tell them how much to pay them and pay two or three or four times medicare than the commercial market. we do a good job making sure employers get a good value and aren't taken to the cleaners by drugstores, drug makers and others. >> david, question for you here on this deal as it relates to this deal. you wrote a letter last week. what do you think happens? does this deal go through? >> you know in 1978 people asked the coach of the washington bullets whether or not the bullets had a chance of winning the nba championship because they were down 3-2. and dick said the opera isn't over until the fat lady sings. and, herb, the fat lady has not sung. there's no merger which has received this level of

congressional opposition. 66 senators and congressmen of both parties have said this merger is a big problem. we get so much bipartisan support, agreement, in washington nowadays, here we have agreement. and there's only one senator who's written in support of the deal. major consumers groups coming out in opposition, major union m coming out in opposition. >> time-out for just a second here. [ overlapping speakers ] >> pharmacies go and tell them to. they don't understand pbms. it's a b to b business. it's very complicated. that's why we're doing this show. the average congressman local pharmacist says sign this letter and the industry says sure, they don't care. we don't take a position on the merger at all. but we see this happen all the time in legislation where independent pharmacists talk to members of congress, they really don't understand the facts. they sign things they're not sure about. the bottom line is when push comes to shove we save an awful

lot of money for the federal government, for taxpayers, for unions, for employers. that's why they hire us. nobody has to hire a pbm. they do it because we get the job done for them. we create drugstore networks, we exclude drugstores that overcharge. consumers like what we do, employers love what we do. they need us to get the job done. >> we have to leave it there. thank you very much. i'm going to bottom line it with you, herb. i notice that you and cramer were having a bit of back and forth with regards to this topic earlier on twitter. and the impression i got was if this deal goes through between medco and express scripts, the shareholders might benefit br the customer, consumer, us, might lose out. >> we don't know. >> right. >> the industry says that the consumer will not lose out. investors always win when there's less competition. as you see here the association is effectively saying, you know, it's a very competitive -- yes, it's a very competitive industry. you'll end up with two very,

very big players. >> okay. great debate. thank you very much, herb, for playing. just ahead on "street signs," so long minivan, hello ferrari. the surprising driver behind the wheel of one of the hottest sport cars out there. and is russia the most stable yet unstable member of the brics? why american investors are still afraid to send their cash to mother russia. "street signs" back after the break. ♪ [ 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 gonna 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.

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quick check on the dow for you currently at 12,943. coming back a little bit. you can see there around 10:00 this morning we hit the lows of the day. we'll see whether we can close higher. we still have a way to go. in the meantime let's get to the nasdaq and seema mody. >> mandy, tech stocks which have been the bright spot for the past couple weeks today are underperforming. three main reasons, worries about china, apple and chip stocks. let's actually start with apple. shares weighing on the nasdaq as investors get ready for that product launch on wednesday. and after closing on a high for the week, chip stocks are tumbling following that announcement that global chip sales fell 2.7% in january compared to the prior month. so we see intel down 1.8%. also advanced microdevices down 5%. lastly, it's been a mixed session for recently listed tech

stocks. zynga trading lower, nose diving after jpmorgan analyst wrote that it will take some more time for zynga.com to gain traction and really materialize on the flip side though we have pandora moving higher on an upgrade. that's a stock to watch. key outperformer here at the nasdaq. mandy. >> seema, thank you for that. thousands of protesters filling the streets of moscow and st. petersburg to challenge vladimir putin's re-election victory. securing a third term. steve liesman is live in moscow. steve, interesting times we're living in there. >> reporter: yes, definitely, mandy. after the results came in pretty much you know with the strong showing expected from putin, today was a day of political activity in the streets in moscow. also in st. petersburg. two rallies separated by less than a kilometer. the opposition screaming russia

without putin. we understand just a few minutes ago we had reports -- [ technical difficulties ] as well as several others. they were concerned about reports of fraud over 3,000 fraud allegations. european observers also saying that the issue was not so much during the vote but the lead up to the vote in which opponents did not get access to television. also a pro-putin rally they screamed putin russia went on with very loud speakers. meanwhile the russian stock market here cheered the results today. the russian stock index up by 1.5% in the daytime trading. sold out in the evening 0.2% down. i had a chance last night to talk to some leaders in the russian stock market and they are hopeful with the putin

victory he may deliver on some promises he's made about fixing the russian stock market and making it into something that might rival some of its competitors around the world. a lot of russian trade actually takes place in london where some of the major stocks traded in london actually are russian stocks because they don't want to be here. so here's a list of things that they tell me they're hopeful would really turn this around. the first being creating vehicles for russians to save. there is no pensions, mutual funds are hard to come by. very little local money is involved in the russian stock market. they're looking for putin to privatize up to 70 billion russian state-owned companies. looking for laws equal to those in europe so that companies register in russia and not overseas. finally a central depository so it would help trades take place. mandy, you can make a trade and settle it three days later in the rest of the world. here you have to settle it that

day because nobody trusts each other and also lack of central depository. >> just a real quick question. how has the track record of putin been so far in delivering on such promises? >> he has made some economic changes here that have been helpful. he has tinkered with the pension system. he seems to have some good people around him. he used to have a really good finance minister who made some changes to the laws. but there's still such a long way to go, mandy. the biggest natural gas company in the world is one of the largest traded stocks in london because a lot of the trade doesn't trade here. fidelity and jpmorgan are afraid to come here. something like 35% of all russian trade takes place outside of the country. they'd like to bring that back into russia. >> thank you so much, steve liesman. stay safe in moscow. senator john mccain is calling for u.s.-led international air strikes against syrian leader's

forces. speaking on the senate floor at this hour. mccain is telling colleagues that military assistance to opposition groups will not be enough. he says air strikes are necessary to stop the slaughter and save innocent lives. we'll continue to follow that story. in the meantime a quick look at oil. oil is currently sitting at $106.70. it's sitting approximately unchanged as we speak. coming up next on "street signs," president obama says he would buy a gm volt when he's out of office. why at this rate we might actually have to buy used. plus nike jumping to a new high. one analyst told us why it's one of the few stocks that will not keep you up at night. stay with us. all energy development comes with some risk, but proven technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife.

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welcome back to "street signs." let's get you up to date on the latest headlines. the markets are coming back a little bit at this hour. nonetheless still in the red. the big drag here, the rest of the world headlines of slowing growth in china and the eu that got off to a real bad start at the open. so where is the opportunity on a day like today? let's bring in manager of the four-star rated fort pitt total return fund. excuse me. quite a mouthful. you're always selling good

stocks when they get too big. i love sectors what are you buying right now? >> we're looking at names like honeywell and boeing to add to the portfolios because they're kind of in the unloved camp at this point. i don't know why, but it doesn't matter. we're looking three to five years out. and we think that there's some good value there. >> when you talk about boeing, the first thing that comes to my mind is jet fuel prices. why do you feel that this is not going to push this stock down even further? >> well, i think that companies that fly these planes are extremely concerned about jet fuel prices. and the promise that the 787 holds is that you can go the same distance with 25% less fuel. and i think that pretty much sells the plane right there. >> okay. so on the flip side of all of that, what have you sold recently, kim? >> well, we've sold some names that have gotten a little too big in the portfolio.

i believe we've sold some ca. >> uh-huh. >> kind of jumped up that had a really nice run. and some other tech names. but we still like tech overall. i have to emphasize that. when a stock gets too big and by our definition it's 5%, we just feel uncomfortable owning something over that. so we take the opportunity to sell. >> take a little money off the table. kim, thank you very much. >> thank you. >> coffug cotton prices india h halted the sale of the white stuff. there's no reason for the embargo. let's ask the director of tj institutional services. first of all considering we're in the dark as to this export band from india, do you have any idea why they did this? that would feed into the trade as well. >> i would automatically jump to the conclusion that they're trying to bolster the textile industry by lowering input costs. the other thing i think of which i've seen no research on is that

india has an awful cotton crop we're not hearing about. i think it's the first thing. it's ironic we're talking about cotton prices on the same day we're worried about slowdown in china because they've been the main driver of commodity prices for the last few years. in the end of 2010 to the beginning of 2011, cotton prices went from 90 to 220 cents fer pound. to me though china's demand, it was a stunning dollar decline at the same time. and several bad crop years. we have none of those things happening right now. wait until the price limits are renooufed from futures price and see how it plays the next few days. to me seems like it should probably be a sell. >> okay. a sell. i want to ask you because we're going to be talking about nike in just a second. what's the time lag between these moves that we see for example in cotton prices and the moves that we see either up or down in the prices in the stores. when nike goes and makes sneakers using cotton? >> i think that lag is wrong but to keep it in perspective it

went from 90 to 220 and still in the 90s right now. i think go up precipitously from here for it to start reflecting in the things we buy every day. i don't think that that lag time is short. and i don't think it's something we need to be concerned about now. >> jim, thank you very much. the soaring cotton prices as we've been talking about not bringing nike down. the stock a new high after goldman uped the price tag. our next guest says nike's going nowhere but up. joining us is sam poser, analyst at stern ag. we're at an all-time high here, sam. so help me understand why you still think at these levels nike is a buy. >> well, we really like it because they're just a lot of innovation. they still have tremendous growth especially in their emerging markets, notably brazil. coming up on an olympic year and they continue to find new ways. they're combining a lot of digital technologies with performance technologies and so

on. and when we have so many catalysts coming up the olympics and world cup two years from now in brazil and the olympics two years after that in brazil as well. that's a tremendously underdeveloped mashlgt. a lot of people say probably one of the most enthusiastic sports markets in the world. >> you don't feel that you're concerned at all about china slowing down? about the eu slowing down? isn't that going to hurt nike? >> i mean, china slowing down hurts overall, but we just think that they have such good product that not everybody slows at the same time. we've seen some of the competitors, chinese companies, have some softness. but nike offers the best value. has the best marketing out there and seems to be just taking share from those others. as far as the european economy, that business has been a little bit softer. but we continue to expect, you know, significant futures growth. and we've seen, you know, mid-single digits, same store sales from foot locker recently. which talks to that issue.

it's a little tough right now with the colder weather there. but we continue to think that the new innovative products will continue to drive for some time. >> okay. >> on the footwear side we've seen the cycles in the past which generally last three to five years. we're probably only two years in to what is appearing to be a very, very strong footwear cycle right now. very positive for nike. >> okay. we have a price target of $125. thank you so much for joining us, sam. >> my pleasure. thank you. >> sales are revving up at ferrari thanks to a growing and perhaps unlikely new fleet of drivers. up next, courtney reagan explains in her special report on the luxury boom. plus, we'll raise a glass, milk of course, to an iconic american cookie. details on the milestone for oreo as "street signs" comes back. we want to bring yelp to the world. and we want to be the broadest and deepest content sales for local information. really the amazon of local. >> aig exiting a $500 million stake in blackstone. this serves as a capital race

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coming up on "closing bell," we'll take a pulse of the global economy with lowe's corporation co-chairman. we'll get his insight on everything from the energy sector to the luxury business. plus is the rally running out of steam? we'll break down the charts in talking numbers. and despite a lower gdp target, we'll show you why there may still be plenty of opportunities to cash in on china. but first, much more "street signs" with mandy, back to you. >> okay, simon, thank you so much. luxury role reversal. big spenders are back, who is buying what? courtney reagan did some digging. i believe you found a great story about who exactly is behind the wheel of a ferrari. >> this caught our eye. ferrari sales numbers for 2011, stronger than ever. who's buying them? might surprise you. a luxury gender twist with the new big spenders driving home a ferrari are increasingly women.

ferrari sales are speeding up. the high-end sports carmaker reports record growth in 2011. up 8% in america with 1,958 cars delivered in the u.s. forget 0 to 60, this $295,000 sold out in 50 minutes. ferrari says its second largest market is the greater china area where sales are up 62%. and 777 cars were delivered. but there's a surprising gender twist in china. the one in three ferrari owners is female. compare that to the u.s. where just one in ten buyers of a ferrari is a woman. the president of ferrari north ameri america. >> you give a piece 65% customer

repeat. >> we just let slip something that i just find completely sacrilegious and that is ferrari with their beautiful patented sound are all automated now. they're all automatic. >> they are. every ferrari is customized. you pick everything from the stitching to the seats, but you cannot get a manual ferrari. all automatic. it's not a choice because they said no one picked it which really surprised me. >> everyone getting lazy these days. you got to get the stick shift. if sully was here, he would totally support that i'm sure. here's a girl question, a total girl question, what's the most popular color for ferrari? >> i thought this was red. for sure thought it was red. but the chairman of ferrari north america says it's white. you know why? the apple effect. that's what he says. people want a white ferrari because of all those apple products that they have. >> that is incredible. it really is a sign of the times as well. as i was saying a moment ago,

the sounds, it's patented, right? >> it's patented. >> nobody else in the world can own that sound. >> you can hear it in the car not only when you first take off, but the entire time. i'm not a huge car girl, but i was kind of sold on this ferrari. >> what color would you get? >> i think navy blue with tan interior. >> i would get black. you're a bad boy, herb. 9:00 p.m. eastern reairs at midnight. the luxury boom. we're looking forward to it. thanks, courtney. >> thank you. >> a double disaster du jour on the menu to go with the black doom. >> that's right. metropcs down after bernstein analyst downgraded to market perform. effectively pointing out deals for either of these companies would appear less likely and also because they're looking at prepaid cards at the low end of the market. interestingly if they try to go upscale, then they go up against the big guys like sprint nextel.

>> i'm looking forward to seeing you in that ferrari. a high note for today's sunshine stock, pandora. ticker p. simple after an upgrade to buy from hold. now the music streaming site up nearly 50% year-to-date. speaking of music, like a '90s grun j band, a cheap and plentiful american fuel source. will that mean the electric slide for the volt and other electric only cars? we're going to break it down. today is gonna be an important day for us. you ready? we wanna be our brother's keeper. what's number two we wanna do? bring it up to 90 decatherms. how bout ya, joe? let's go ahead and bring it online. attention on site, attention on site. now starting unit nine. some of the world's cleanest gas turbines

are now powering some of america's biggest cities. siemens. answers. how do you know which ones to follow? the equity summary score consolidates the ratings of up to 10 independent research providers into a single score that's weighted based on how accurate they've been in the past. i'm howard spielberg of fidelity investments. the equity summary score is one more innovative reason serious investors are choosing fidelity. get 200 free trades today and explore your next investing idea.

check out first soler, a big drag and down 6%. gm plans to temporarily halt production of the chevy volt because of slow sales but at the same time, gm and chrysler both have plans for natural gas-powered trucks. so, do these trends signal the end of electric cars and point to promise for nat gas? bring in jessica caldwell, senior editor at edmonds and phil lebeau. phil, do you feel this signals

that the chevy volt and other electric cars are a bust? >> no, i think it is too soon to call them a bust. i think what we are seeing here is the market is stepping back and people saying i do really want to pay up for a nissan leaf or a chevy volt in the inventories are building on those vehicles. for now, general motors has said, listen, we are not going to keep flooding our with more models and have extra inventory here, instead, we will suspend the production line. at the end of the day that is what we are looking at. the electric car market is not where the industry thought it might be, especially as gas prices are moving higher. >> jessica, do you agree with that? my first thought was while gas prices are moving higher, chevy volt and other electric cars aren't selling well do when do you feel they will sell? do you think it will take a while? >> there are so many cars, compact cars, subcompact cars that get great fuel economy. you are shopping those vehicles, paying $20,000 less in some cases and that is a lot of gas to buy over the course of three

to five years you will own your car. >> phil, what about hybrids? are they also seeing weak demand? >> hybrid demand picked up a little last month. everybody says we will see everybody move into hybrids, look at what happened with hybrid sales the last four years. this statistic from edmunds.com, jessica is familiar with t we are seeing hybrid sales in that 2 to 2 1/2% range even though we now have more hybrid models for sale. the bottom line, hybrids more expensive than your standard internal combustion engine car get you 40 miles per gallon. people are saying i'm not sure i want to pay up for a hybrid now. >> what are the future of hybrids then, jessica? >> that is absolutely true. i don't know if that chart is going to show it, when you actually look at what hybrids are being sold, the toyota prejust one model, makes up 50% of the hybrids. you add the high bids are and electric vehicles all together. i think it is still going to be a slow adoption for all of these vehicles and not going to expect

it to go much more than a few percentage of the market. it is going to take time for these vehicles to roll out to being widespread across all types of consumers, not going to happen in just the next few years. >> even the traditional cars, big cars getting more and more fuel efficient, right have to go for a hybrid or electric to get fuel economy, right, jessica? >> type look at the large trucks and suvs, touting they are getting better fuel economy than you ever v look across the industry, such a focus, every automaker is trying to accomplish, you know, you don't have to be so picky, not just put yourself in a small car because it gets good fuel economy. >> what do you think, jessica, about natural gas pickup trucks? i don't know about you but i don't see any infrastructure out there for this to start generating big sales any time soon. >> i think that really is the case. i am here in los angeles. you would think if anyone is going to adopt it, it is going to be here but i look around me and i can't find hardly any natural gas fueling stations.

i would have to drive across town, in traffic that would take me 20 minutes to go a mile it is going to take me to get to the natural gas and i don't see that happening in other cities for those stations to be so close to people. i think it is going to a real hard case for the consumer. for fleet customers and business that is a different story. >> phil what are you hearing on that front? >> same thing. look at the numbers, mandy. fewer than 400 nat gas stations in the united states, fewer than 400. there are 157,000 regular gas stations. so you compare that for the general public, they are going to look at this and say why would i buy a nat gas-powered vehicle unless i live right next to a station and most people don't it makes more sense to continue driving a gasoline-powered vehicle. >> wouldn't gm and chrysler if they are pushing nat gas pickup trucks then start building infrastructure and investing in that as well? >> they won't do t they are building these and primarily selling these to fleet and commercial operations where generally speaking, a certain area where that fleet is being driven by a business and they have a nat gas pump either on

the premises or nearby. that's different than going to somebody in kansas city and saying do you want to buy a nat gas pickup truck, you better hope there is a station nearby. >> jessica, quick, ten seconds, any safety concerns with natural gas? >> i don't think so. it seem it is has been proven they are safe vehicles but when the consumer doesn't know something, they are very suspicious that is always the x factor there. >> to both of you, thank you so much for joining us today. >> thank you. innovation as a pathway to growth is quickly becoming commonplace in corporate america and now, companies like clorox have given innovation a seat in the c-suite, the first in our week long series looking at how companies are realizing they must innovate or else. innovation is climbing the corporate leader. >> as a chief innovation officer, i along with the head of marketing sales and product supplies sit on the executive committee, we have a seat at the table in the decisionmaking process. >> reporter: delker is clorox's

first cio since they started four years ago. >> we used to think of innovation as an r&d thing it is not it is a total business thing. innovation is becoming an increasingly important part of our total strategy in terms of where we get growth and over the past several years, we have been able to increase that by 50%. >> reporter: the innovation investment couldn't insulate clorox from the share activist, carl eye can. he tried force a sale of the company but lost, leaving the long-term innovation strategy intact. >> probably spending about a quarter of our budge net terms of some of these newer, longer term innovation. >> from innovation to a major mile step for the oreo. the best selling cookie is 100 years old today. the cookie was created here in new york city and an estimated 491 billion oreos.

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