we're still recovering from the worst economic crisis in our lifetimes. and we've got a lot of work to do before everybody who wants a good job can find one. before middle class folks regain that sense of security that had been slipping away even before the recession hit. and before towns like petersburg get fully back on their feet. but here's the good news, over the past two years our businesses have added nearly four million new jobs. we just found out that last month in february we added 233,000 private sector jobs. more companies are bringing jobs

back and investing in america and manufacturing is adding jobs for the first time since the 1990s. we just had another good month last month in terms of adding manufacturing jobs. and this facility is part of the evidence of what's going on all across the country. this company is about to hire more than 200 new workers, 140 of them right here in petersburg, virginia. so the economy's getting stronger. and when i come to places like this and i see the work that's being done, it gives me confidence there are better days ahead. i know it because i would bet on american workers and american

know-how any day of the week. the key now, our job now, is to keep this economic engine churning. we can't go back to the same policies that got us into this mess. we can't go back to an economy that was weakened by outsourcing and bad debt and phony financial profits. we've got to have an economy that's built to last. and that starts with american manufacturing. it starts with you. for generations -- >> all right. you've been listening to the president talk about the jobs numbers of this morning. let's further that discussion as we welcome you to "power lunch" this afternoon. our senior economics reporter, steve liesman, joins me right now. steve, the numbers were a little bit better than expected.

the question i have is, does it have staying power? is this indeed the upside trajectory we've waited for for so long? >> i think so, sue. there were a couple details of the reports this morning that suggests there may be some staying power there. temporary help was up 45,000. that's one of the best gains we've seen since 2009. usually a pretty good leading indicator. some of the other things we've seen, the government firing seems to have stopped. that's something that's been a drag on the numbers. every month if they say 220 in the private sector, i could have told you it's only going to be 200. the other thing is that once we reach these levels, they tend to go along in this way and the reluctance to hire seems to be put aside by many employers out there, sue. >> there was also the thought perhaps, steve, that these numbers today might dash the hopes of those who want to see more qe on the table. do you think it does? >> you know, i think it does.

remember the last thing the fed did was not qe. it was operate twist. so what they did is they didn't add to the balance sheet. they ended up having a modest balance sheet effect but essentially changing the composition. so it was really a step short of quantitative easing. i was just talking to kevin ferry, our good friend in chicago, he says it doesn't take qe off the table. it changes the nature of it. what they may be talking about is some new form of twist, but not an outright qe. >> let's bring in kelly evans. kelly, one thing that struck me is more people entering the labor force, but not an uptick in the unemployment rate. is that something -- the assumption was we would eventually see the unemployment rate go back up as more people came in. how much of a net positive is that? >> we saw an increase in the labor force. in fact, we saw a lot of new people re-entrance, good sign. didn't increase the unemployment rate. the unemployment rate held steady. doesn't mean that's not going to

happen. we might see upward pressure on that going forward. just means there is some hiring activity out there. a good sign because lack of activity has been one of the soft spots in this recovery. i want to show this chart. we have been here before. we had 227,000 jobs in february, and we had 220,000 in february 2011. that's just one reason to keep in the back of your mind before we get too carried away. >> what about those who say there have been an awful lot of people who have been discouraged, they've stopped job hunting right now. and if they get the sense that perhaps things are turning around, those that haven't looked for a job in six months to a year might indeed start to do so again. do you think that is the case or not? >> we've already seen that happen in february. we saw the share of unemployed because they're either new or re-entering up several percentage points from where that level was a year ago. number of people unemployed because they lost a job, that's down. both point to the more strength in the labor market. we've been here before, there's

more hope this is the kind of sustaining cycle we might be at that point in the recovery. >> all right. let's hope so. thanks, guys. appreciate it. >> let's get to the trading floors. bob pisani at the post 9 at the nyse. news on greece, we're up but not gang busters here. >> no. but listen, s&p up 9% on the year, brian. remember the thesis, why are stocks up? three things happening. u.s. economy up. we saw the jobs report. china will have a soft landing, not a hard landing. and number three, europe in a recession but it's controllable and they're going to provide liquidity. look what happened at 8:30. something you don't see very often. there is the dollar popping up. now, normally when you get a strong dollar, that's been negative for the stock market in the last year or so. but that didn't happen today because they're playing the stronger economy. take up and show you some of the materials stocks that moved on this. normally on a day with a dollar this strong, these stocks should all be to the downside. they are not. 4%, 3%, 2% all in big names in

the material space. how about something else? take a look at copper for example. normally strength in the dollar, materials under some pressure here. huh-uh. copper. look at that. up almost 2% today. an indication playing stronger global economy. also look at the home builders. we've talked about whether we're going to have spring home buying season, how's it looking? home builders are basically at new highs today. look at this. here's the point, most of them are anticipating, brian, 20% to 30% increase in orders for the spring season compared to last year. we are getting that now. the early indications are that's happening. this would indicate these stocks are fairly priced right now. the problem is this, you've got a market where people don't want stocks. they don't like them. they're underowned. you get people starting to move in because of new highs, these stocks could go higher even if they're overvalued. and let me point out what credit suisse said this morning, sharply higher buyer traffic this morning. we're hering an ek todotal.

express script looks on the upside, fcc said they're unlikely to block the merger of express scripts and medkro. >> and of course europe's debt crisis also a focus today. greece delivers on a debt deal, but a major call to be made here, whether this massive restructuring is or isn't an actual credit event. a decision that will have enormous ramifications and of course international correspondent, michelle caruso-cabrera, hopefully has some insight on answers to this. michelle, we have the delay. how are you? >> good. we are still waiting to get a reaction from the body that decides whether or not events such as what happened in the last 24 hours here in greece, major debt restructuring, is going to trigger a credit event and hence the payment of credit default swaps. the world became very familiar with these in the wake of the failure of lehman brothers. and have wondered if we're going to see some kind of similar event. we have not gotten a decision

yet. we are waiting for the greek government to make the official announcement. once they do that, the governoring body will make a decision and then we'll actually know. it's widely expected that the answer is going to be yes. in the meantime, a lot of market participants have now started to look forward and have asked the question, now that greece has gotten debt forgiveness, will other countries demand it as well? such as portugal, ireland. we spoke with the head of the institute of international finance. the iif. negotiated with the greek government for this debt reduction deal. i asked him whether or not he thought those countries would seek debt forgiveness as well. and he said no because the process is simply too painful. >> it has been extraordinarily painful for the citizens of greece, for the leaders of greece and for the entire eurozone. cast a cloud over the eurozone that's hung there for months and months and it has prevented the

rebuilding of confidence, which is so crucial. so i would strongly discourage other governments, other peoples in europe from going this route. >> so it is widely expected that we will get some kind of decision on whether or not this is a credit event some time soon. it is widely expected that the answer will be yes. sue. >> you know, michelle, there have been so many though unexpected things in this whole saga. what happens if isda does not declare it a credit event? >> i think it might be total financial armageddon. i exaggerate a little bit, but it will be so unexpected, it will at a minimum cause incredible volatility. it will cause an immediate reversal of so much money that has moved around the world based on the assumption that the answer would be yes. >> uh-huh. >> it would also have very detrimental effects on the bond insurance market because a lot of people would look at this and say, wow, i bought insurance for my house for this storm and my

insurance covers everything except the damage that i happened to receive during this storm. it's going to really poke a hole or big -- it's going to possibly destroy the whole credit insurance market. so i would be highly surprised if they don't declare this to be a credit event. we'll see though. >> indeed we will. thanks a million, michelle. >> of course shares of molycorp surging today. the company buying rival for $1.3 billion. the stock up almost 12.5%. the deal gives molycorp more exposure to the world's largest and fastest railroad growing consumer, that would be china. joining us the ceo mark smith. thanks for joining us. i guess it's a little difficult for a lot of viewers and the average investor. why is this deal such a big deal? >> well, this is a huge deal for us, brian. and a very exciting deal for us. and thanks for having me on today. you know, this combines a world class rare earth resource company with a world class rare earth processing company.

and it really fully integrates the supply chain worldwide now for molycorp. this is very exciting. it also gives us a chance to participate in a portion of the market where 70% of the rare earths are consumed today. this really expands our market into the global arena now. >> we always hear about the export market in china, but you're actually going in there and you're going to process and sell. most people would ask the question whether that's a problem with the chinese government. how easy is this for you to do? to send your rare earth material in there, get processed and sell it in china. >> you know, there are really no restrictions that we're aware of. and after we announced the deal last night, we had people on the ground in china meeting with the various ministries in beijing. the response that we've gotten so far from china has been overwhelmingly positive. which gives us just an even better feeling about this transaction. that market is a very big market

over there. it's one we want to have access to. and we have a world class war body that can certainly serve not only the united states, japan and the european union, but china as well. >> i've covered you guys for a couple years now. a lot of people have written off the space and the company as a bit of a momentum stock play and the momentum has run its course. give the justification for molycorp having staying power not being just a momentum play in the stock market. >> that's a great question, brian. and certainly one that we talk about a lot almost every day. what we keep focused on is the long-term story for molycorp. that involves finishing up project phoenix out at mountain pass, which would put us into the 20,000 ton per year and ultimately 40,000 ton per year production levels. and now we have the processing capability to match that. and the markets presence to move our materials throughout the entire world -- >> we just have a quick question to wrap things up because part of the reason why, you know,

you're still down 40% in the last year even with today's gains. the consensus is once you come to market and fully producing out of california that there will be enough supply and prices will continue to go down. make the case for prices stabilizing in the next year or so. >> all that we continue to do, brian, is look at the supply and demand fundamentals for the world. >> and they're strong? >> when it comes to rare earths -- they are very strong. weak on the supply side. strong on the demand side. that has not changed at all. and now that molycorp will have access to 100% of the worldwide demand for rare earths, it really opens up our company to a much larger area, much more volume. and having neo materials as part of our portfolio puts us in a high margin niche market type position. >> we appreciate it. mark smith, ceo of molycorp.

$1.3 billion cash and stock deal for neo materials. they're building a new facility. they're not even producing new material right now. so you have to wait for q-4 this year or next year to judge them when they're bringing stuff to market. >> that's a good point. the market doesn't want to wait that long today. not on this one anyway. up next, when brian and i come back, happy birthday bull market. there have been plenty of bumps on the road since then, but the s&p and dow have doubled, the nasdaq up 134%. >> amazing. does this bull still have more room to run? more importantly, how do you keep riding it? stick around and find out. we'll be right back. 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.

welcome back to "power lunch." rick santelli on the floor of the cme group. hey, we created jobs. we saw the labor force participation rate actually move up. so we are making progress. wish the same could be true for the trade deficit. moved to levels we haven't seen in three and a half years, but we'll take good news where we can find it. if you look at the 10-year, it really did jump in yield right before the number was released at 8:30 eastern, the employment number as you can see. and then it moderated a bit. but, yes, we're up three basis points, about six or seven on the week. the biggest outperformer or biggest selloff would be the 30-year bonds. up ten basis points.

the euro not a good week. closed at 132 last week. barely above 131. and corporate supply continues. today we have marriott, coke another big week. look at the high-yield etf it turned around a bit as equities have. sue, back to you. >> glad you pointed that out, ricky. thank you so much. well, the equities market higher on the solid february jobs report with the dow near 13,000 in afternoon. pretty sharp difference from this day in 2008 when the dow was just a little north of 6,500. where should you be putting your money to work in this environment? and how do you ride the current rally? thoughts now from michael with destination wealth management. and bill at core states capital advisors. welcome gentlemen. nice to see you here. bill, i'm going to start with you because you think the bull is in tact. the question is how do we ride the bull. >> carefully. >> okay. thanks for that. care to elaborate. >> there are lots of opportunity out there. you have to use common sense.

and brain power here and there. not justin dex yourself like they were doing back in '06 and '07 at the top. and i think having multistrategies and lots of different markets makes sense. currencies. commodities. stocks. i would stay away from bonds and gold. but there's lots of places to beat the returns on fixed. >> michael, when we get to this situation, i can't help but think about the retail investor. and we've had this huge runup and a lot of people aren't in the marketplace. and they're nervous about getting burned again. a lot of our viewers, actually, are still tepid about it. what do you think of the person who hasn't been on board for the last three years? >> well, i think, first of all you need to forget about the last three years. what typically happens to individual investors, they miss the market move and then they think it's too late when really there's just another chapter to play out. three years since the -- and let's honor him, the mark haines call, where he called the bottom three years ago. i think what investors need to

recognize is going forward from here maybe most of the market gains have been captured so far this year in our view that probably is the case. but there are still gains to go and certainly gains relative to bond. so maybe you buy some technology companies beat down a bit, perhaps get some health care for some dividends. start nibbling on some of the beat down financials. look at some emerging markets rallied 12% or 14%. china has a low inflation rate as of yesterday's numbers. that will be good for the region. and i believe gold is probably a reasonable place to invest because you want to hedge your strategy. >> why would you stay away from gold, bill? >> well, i think if our theory is right as we return to normalcy and you see animal spirits come back in the game and people taking these monstrous amounts of cash and putting them to work to earn more than zero, you're going to see, i think, great returns, confidence. as people feel better, all of a sudden the end of america commercials are going to be ignored.

what are you going to do with a brick of gold? go buy chickens? it doesn't make sense if we have an aapock lips. what about the world market? >> a jack in a tuxedo is still a jack. i don't like the bond market at all. on february 6th i was on with mark haines, and i said it's so negative, feels like a flash fire. you have to be able to buy something and hold it for three years. guess what, people that did that made 100%, 125%. what did the 10-year give you? not even 10%. and it won't be different looking forward three and four years from now. going on a consensus that everybody else is doing something is usually wrong. you know, back in the '80s when gold was at 880 and crossed the dow, everybody was saying $2,000. guess what it did? it went to $315 in the same 12

months. this doesn't feel right to me. looks very toppy and dangerous. >> you know, we have a stronger dollar here in the u.s. looks like it's doing better than most of the rest of the world. is the play with multinational stable companies, is that a little done now? >> i don't think so. i think the economic growth story is going to overcome the currency headwind story. and i think the economic growth story not only for the united states recovery but also about in terms of the global recovery is still in tact. so companies like mcdonald's, qualcomm, i think are still going to do well. >> thank you, gentlemen. appreciate it very much. always colorful when you're with us, bill. appreciate it. >> the tuxedo one, that's a good one. i'll hold onto that for a bit. coming up next, three words to live by. buy, sell and hold. keep going on that. chipotle up 700% since the march '09 bottom. whole foods, more than 600%. >> so what do you do now about these stocks after their explosive runups? we'll make the call on those two and three more on the other side

of a quick break. brian and i are back in a minute. eeeeeee! whee! whee! wheeeeeeeee! ah heads up. wheeeeeeeeeeee! everything you love about geico, now mobile. download the new geico app 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 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. [ 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. ♪

right now let's get you up to date on the markets. the dow up 37 points. nasdaq up just under 20. and the s&p 500 is up 0 .5% equal to 7.5 points.

let's head to courtney at the nasdaq for three in 30. >> good afternoon. let's start with express scripts. you can see the shares up almost 2% as "the wall street journal" is reporting the ftc is increasingly unlikely to block the deal with medco. moving over to chinese internet data service center. chinese economic news in the headlines. shares here up almost 3% after stifel nicklaus initiates a buy on shares there. and one of the losers here today down almost 2% after goldman downgraded shares to neutral. back to you. >> thank you, courtney. brian, buy, sell or hold. >> yeah. it's been three years since mark haines, may he rest in peace, call it to commemorate a look at the buy, sell and hold. friend of "fast money," mike. >> good to be wu w you.

>> we buy, sell or hold this? >> we're going to hold coach. if you look at the move that coach has had, it's a huge move up from the bottom as everything will be today on the show. coach had an announcement yesterday about the men's line. coach threw out a new men's line. they're expanding the men's line. margins are great, but we think here fairly valued. maybe another 10% or 15%. we're going to hold. >> no new money, but don't sell. whole foods, shares 1176 about 600% gain. we buy it, sell it or hold it? >> we're going to sell it. it's a great store. look at the valuations at these levels, it's getting a new high today for whole foods and we think there's going to be a lot of competition coming in there. they had a new -- they reinvented the whole supermarket experience. we're going to sell whole foods. >> wagman's pretty good too. ford the 13th top gainer.

shares up 623%. a lot of people still think there's an upside. what do you think? >> we're going to buy ford. unlike whole foods, ford has just balanced out. it's been trading in the $1200 range recently. we think the nemove will be to e upside. cutting costs really reigned in the cost, we think the next move on ford could be back to the highs of about a year ago. >> it's not at the highs from the last three years. international -- we haven't talked when we talk about these things you don't think of international paper being one of them, but it's ninth in terms of top gainer in the s&p. we're talking 700% gain. that's a long way to go. can it keep going? >> it can. international paper is really a play on the u.s. economy. to sum it up, they're making boxes. if the economy recovers, people will need to ship more things. international paper is giving a 3% dividend and a nice run here recently. they just bought and now have

over 35% market share and going to add 30 cents to the bottom line this year. international paper is a buy here. >> nice. how about chipotle? again, it's been a monster, seventh top gainer. it was at 49.07. it's at 398.84. a 712%. that's -- i bet you're skeptical on that one. >> huge move. love the store. that's the only thing that kind of keeps me in it a little bit. but we're going to sell chipotle up here. an all-time high again today. it's trading up 45 times earnings. really priced to perfection. you saw what happened with mcdonald's. mcdonald's missed slightly and the stock sold off over 3%. if chipotle misses a little bit, the stock will roll over. >> that's one of the big things, sue, these stocks making new highs, people are nervous about piling on top of it. we have a couple where maybe you should and some maybe you shouldn't. >> indeed. thanks, guys. straight ahead we're going to reset the market action for you and go live to the nymex for the close in the metals markets. plus, the politics of jobs.

february payrolls grow more than expected. an upward revision for january. so does this give the president's case for re-election a huge shot in the arm? and as we head to the break on this three-year anniversary of the bull run, if you invested $10,000 in hotel chain windham worldwide it would be worth $141,000 today. let's hope you did that.  oh! [ baby crying ] ♪ what started as a whisper ♪ every day, millions of people choose to do the right thing. ♪ slowly turned to a scream ♪ there's an insurance company that does that, too. liberty mutual insurance. responsibility. what's your policy? ♪ amen, omen

welcome back to "power lunch." i'm brian shactman here. a couple things to point out as we reset the market with two and a half hours left in trading. we have a stronger dollar. dollar index just a smidge below 80. vix down 5.5%. the major indices are where they were when we started the show although now almost 2.05% on the u.s. 10-year note. look at the sector heat map. as you might imagine all sectors are in the green and more of a risk-on market. technology doing well on top of that. credit suisse upgrade of several housing names, but one of

several good days this week for the space. look at one-week of lennar. after the selloff on tuesday, it's been a nice hike upward. talk about 12% in the last week. on the downside i wanted to talk about a few key internet and consumer names not catching a bid. we have expedia, second worst in the s&p. amazon also not doing particularly well. but i also wanted to compare year-to-date. expedia up almost 9.5% year-to-date. amazon 6.75%. and that's lagging the broader nasdaq composite which is up almost 15%. just an interesting note how those two widely held names are lagging the overall index. of course gold and other metals closing in the open. sharon epperson at the nymex. hey, sharon. >> hey, brian. gold is ending the week on a slightly higher note. we've seen a reversal in gold and silver today. keep in mind traders are now focused on the week ahead and the weekend ahead. and of course iran concerns continue to percolate around this market. we're also hearing there is speculation that after india reduced its reserve bank ratio that we might see the reserve

requirement for china lowered in the week ahead as well. and perhaps easing their also helping the precious metals in this session. keep in mind though for the week though we are looking at gold that's basically flat on the week while silver and copper are lower. but if you want to play gold, look what's happened so far this year for gold priced in yen. outperformed in any other curren currency everyone the gold futures markets. >> thank you, sharon. employers adding 227,000 jobs last month with the unemployment rate standing at 8.3%. this marks the first time since early 2011 that payrolls have increased by over 200,000 for three consecutive months. so how big of a political win is this for president obama? and is it a game changer in the presidential race? joining us now is mark morial and ron christie, ron, i'm going to start with you. hard to argue with the numbers three straight months and upward revisions in some of those as

well. it does seem to give the president certainly a tailwind here. do you agree or not? >> oh, i do. but it's a little too early to say. i think in politics, perception is often reality. i think there's a perception that president obama has been presiding over an economic sort of uplift that the economy seems to be doing well. we've added 227,000 folks to the work force, inventories are up and the president as we heard from him at the top of the hour is going to trot around the country and try to take credit for this economic success. so, yes, i think in the short-term it gives him a little bounce. it remains to be seen however whether or not he'll get a sustained push in elevation in his poll numbers as a result. >> mark, it gives him a bounce, but -- >> i think the most important thing is that the president's advisors have got to like the trend line. the trend line is that you've had job creation now for a significant and sustained period. and those jobs are private sector jobs. and that job gain seems to be interrupted.

and the president's advisors probably like the fact that the republican candidates have been spending more time talking about social issues versus the economy. that may be a signal that the economy may be trending to an advantage for president obama in the upcoming election. >> ron, it's also being brought up this morning the fact that we'll probably have more discouraged work who are have not been looking for jobs come back into the market because the numbers are getting better. there's also the discussion about whether or not if the jobs picture is getting better, doesn't that argue to cut back on unemployment benefits and the length of those benefits? what do you think? >> i think it does. the number you're talking about is the u 6 number. the folks who have exhausted 99 weeks of employment and decided to stay out of the work force. that number ticked down ever so slightly from 15.1% to 14.9%. those are the ones i'm looking

at. those underemployed are now creeping back into the work force. that's why the u-3 number stayed at where it was 8.3%. i think it does give an argument for some folks on the state level and national level say perhaps we should be curbing that back. >> marc, i know that you have been against rolling back some of those benefits because especially in the minority populations the unemployment rate is so much higher that happen the national average, but it is hard to argue when you have three straight months of improvement, those who are looking to perhaps save some money on the state and local levels. that would seem a logical place to start cutting, agree or no? >> two things, sue. one, cutting unemployment benefits while we still have high unemployment -- a better picture than we had two years ago, just lacks human compassion. these unemployment dollars are spent by people on necessities, food, light, shelter, taking care of their kids.

secondly, cutting back unemployment benefits could slow down the recovery. it could cause negative economic consequences. >> so you do not think it's a disincentive to look for work? >> not at all. when you look at the large numbers of people -- i travel the nation, people want to work. and the unemployment benefits are just a fraction of what one can make if in fact they even work at a minimum wage level job. i think we've got to have confidence that most americans want to work. that's why they're out there looking. that's why i think that cutting back on unemployment benefits just isn't the right thing to do. >> all right. gentlemen, thank you very much. appreciate it. brian, over to you. >> thanks, sue. sunday marks the one-year anniversary of the devastating earthquake and tsunami in japan. the disaster badly damaged fukushima nuclear plant and triggered a meltdown and hit japan's supply chain in a big, big way. still jarring to see those images 12 months out. the question has it been restored and how is it effecting

u.s. companies? jon fortt looking at it from the perspective of the tech sector. >> the human tragedy in japan is breathtaking. we won't soon forget those images. there was of course a business toll too. in technology the biggest impact came in semiconductors. texas instruments had to idle two manufacturing facilities with one seeing significant damage. free scale semiconductor ended up shuttering near the quake's epicenter though it planned to shut at the end of the year. the impact on the overall tech supply chain was limited. most of the trouble was in east japan, not in west japan, which might have caused more headaches. companies tended to have a plan b for production of those things. by july of last year, many were back online ahead of schedule. for the last couple quarters even companies like t.i. that were hard hit haven't had much to say about stsunami impact.

that stands in contrast to a crisis that began to peak a few months later, the flooding in thailand. thailand is the center of hard drive production and effects rippled through the pc and server supply chain. apple said the floods hurt hard drive production for imax, hp and dell with the inability to get the right drives in the right quantities. the lesson overall even as japan recovers from this tragedy a year later, tech companies are using these to learn and get smarter about understanding how one incident somewhere can effect suppliers two and three levels down and effect how they get products on shelves. back to you. >> down sides to the globalization. thank you, jon. perhaps the hardest hit of the entire tragedy was the auto industry. next on "street signs," philip lebeau takes a look at the effects of the disaster. watching the video is still jarring. >> it's haunting to me. it's unbelievable it's been a year already. really is. >> i know. >> they continue to recover however. the countdown is on to the

hunger games. just 13 days away until the blockbuster book trilogy debuts as a future film. will this be hollywood's next billion dollar franchise? stay tuned. know, because you be, you know, this is what you had been doing. you know, working, working, working, working, working, working. and now you're talking about, well you know, i won't be, and i get the chance to spend more time with my wife and my kids. it's my world. that's my world. ♪

coming up on "street signs," the man who called the bottom a day before mark haines. so what is art hogan's latest forecast? he'll join us ahead. and will the tablet kill-off the pc? and herb's disaster du jour, a k-cup of i told you so. it's minutes away ahead on "street signs." now back to sue and brian. >> the irony is he doesn't need any coffee. he does not need caffeine. >> no. he needs an iv put in him. >> he needs a good massage. >> are you offering? -- >> so closely tied to franchises, think about "harry potter" and "twilight" series.

teenagers are forced into a death match on live tv. hopes are high it's the next billion dollar blockbuster. let's talk about it a little bit. julia boorstin. i'll tart with you. what are the expectations of this? does it have a chance to get as much as a "harry potter" or "twilight"? >> i think expectations are huge. i think the good comparison here is "twilight." there are three books in the" hunger game series," looks like they'll try to turn them into four movies. the budget was $80 million or $90 million. throw in a couple tens of millions to market. this is bigger than some of the other blockbusters compared to "john carter" that cost $250 million. less than $100 million. and this movie will be huge. i think the expectations are that it will really cross over not just from the young adult audience but also to regular

adults as well. >> i got to tell you, i had never heard of it. so i don't know if that makes me old, george, or is this hollywood grasping at straws for another big revenue stream? >> well, the advantage we've seen in early tracking data from hollywood is that actually young adults are still driving this franchise. but more males are interested in it. and it's going to spillover in the older audiences the closer the movie comes. i think more people are going to talk about it in the next two weeks. it looks like they could open in the u.s. with about $70 million to $100 million which would make a strong opening weekend especially for a march release that is not based on a sequel. >> julia, when i was talking to some of the other moms when we were going to do this segment, i told them the concept of the book and what the movie was about. and the violent nature of the premise of the book they found very disturbing. how do they do this movie and get the young crowd in, many of whom might have to bring their parents with them without making it too violent and not

alienating that particular group? >> sue, i haven't seen the movie myself, but it is rated pg13. so this is not meant for little kids. this is not a disney pixar movie. but this is meant for the sort of teenagers, 20-somethings. and that's the fan base that's been reading the books. so i think, you know, the challenge for this movie is that there is a violent premise, which is why i think that men are going to be more interested, boys are going to be more interested. but we'll have to see how it reads on, you know, on the big screen. and if that does turn people off. >> what do you think, george? sorry, julia. >> very few people have actually seen the final movie. i think it will very much depend on the word of mouth during the first weekend. with facebook and twitter, fans will know quickly if it's too violent or how they feel about it. the second weekend will give us a strong indication of how they'll do eventually. >> i don't want to be a skeptic, but it doesn't seem it lends to

itself like characters at mcdonald's like harry potter would. what are the cross platform marketing opportunities for this kind of story? >> i talked to somebody earlier today about the retail merchandising opportunity. he said it's definitely not a big thing for the first movie because it's still an unproven franchise in hollywood. and people are still trying to figure out whether they want it on retail shelves. it's not a kids' toy business. but they expect there could be t-shirts, bandannas, things like that. >> clothing. >> they hope it will do well early on. and the second and third movie will really make this up to half a billion, somebody told me in terms of merchandising sales. >> very quickly, julia. >> i didn't think we had expectations for massive merchandising opportunities in "twilight," but there have been a huge number of licensed products from the "twilight" franchise. this is probably less appealing for licensing than "twilight," but i do think if there is a sequel, there's massive potential t-shirts and the like. >> we shall see. i got an interesting story for you guys. this is funny. speaking of tinsel town, so the

times reporting harry wine stein said he was once pitched an idea by none other than president obama. he wasn't impressed with the concept of turning an unnamed spy thriller to the movie. in an e-mail to the president he rejected the idea called him "the most overqualified book scout i've ever had." we've all done that. that would make a great movie. he's like i'm going to go e-mail the brothers and see if they'll make it. >> all right. coming up, the fed in focus next week. how should you position yourself? trader triple play is coming up. >> and i love these. as we head to break on this three-year anniversary of the bull market, if you invested $10,000 in cbs back on march 9, 2009, it would be worth almost $99,000 today. we'll be right back. but we couldn't simply repeat history. we had to create it. introducing the 2013 lexus gs, with leading-edge safety technology,

like available blind spot monitor... [ tires screech ] ...night view... and heads-up display. [ engine revving ] the all-new 2013 lexus gs. there's no going back. we asked total strangers to watch it for us. thank you so much, i appreciate it, i'll be right back. they didn't take a dime. how much in fees does your bank take to watch your money ? if your bank takes more money than a stranger, you need an ally. ally bank. no nonsense. just people sense. like in a special ops mission? you'd spot movement, gather intelligence with minimal collateral damage. but rather than neutralizing enemies in their sleep,

you'd be targeting stocks to trade. well, that's what trade architect's heat maps do. they make you a trading assassin. trade architect. td ameritrade's empowering web-based trading platform. trade commission-free for 60 days, and we'll throw in up to $600 when you open an account.

would you know march 9th marks the three-year anniversary of this bull market. of course you do. we've been telling you all hour. the dow up almost 100% since then. oil up 125%. yields on the 10-year note down 30%. so how should you position yourselves ahead for next week especially since we have fed action next week? time for the trader triple play

at the nyse. jonathan at the nymex joey ross and at the cme, jeff kilburg. jonathan, i'm going to start with you. anniversaries are great to remember and certainly significant given the amount of comeback we've had in this market. but next week we do have the fed that's kind of looming large over this market. what are you expecting? >> you know, you talk about anniversaries and what's happened so far in the market. look just what's happened so far in the market this week. we've retraced everything we lost on tuesday. and i think investors feel good about that. and everyone's really looking forward to what are we going to get on tuesday from fomc and on wednesday from ben bernanke. we're looking for more information about qe-3. where does that come into play? if it comes into play. and also interest rates. last time we had a little bit of a time frame on if interest rates are going to be put back in motion. we're not sure if we're going to see that yet, but i think that would help investors get back into this market. >> jeff kilburg, some people say

qe-3 is off the table because of the jobs report this morning, others disagree, and we still don't know whether or not we've had a credit event with greece. how are you viewing next week? what are you going to be watching for? >> well, sue, i think the focus. [ inaudible ] qe-3 will be coming. we felt the undercurrents when the equity bears tried to stick their head outside of the cave. the bull stuffed them right back into hibernation. i think the sterilized qe-3 we've talked about has been a big undercurrent. right now in the 10-year as the yields creep above 2%, i think there's an opportunity to buy it again as the fed will be committed, but at the end of the day, sue, in the pits behind me we want to see more paychecks printed. not more money printed. >> joey, where are we going with oil? we're up on the day right now. what's your forecast? >> we're still technically strong, sue. right down to 104 this week. we've been down there three or four times and never broke it. big high we're shooting for is 110.555. half of that range is 750.

this morning we were below it. market felt heavy because products were negative. then we got the unemployment number and nothing to knock it down. above yesterday's high. little bit of new buying comes in. whatever kind of weak shorts they get in front of it gets stopped out. heat is kind of weaker today, but gas and cool still strong. >> gentlemen, have a great weekend. good to see you all. >> thank you. >> coming up, just over two hours left in the trading day. i don't have tyler here to remind me that it's friday, but it is friday. charts of the day coming up next on power. 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. tdd# 1-800-345-2550

let's talk about fees. tdd# 1-800-345-2550 there are atm fees. tdd# 1-800-345-2550 account service fees. tdd# 1-800-345-2550 and the most dreaded fees of all, hidden fees. tdd# 1-800-345-2550 at charles schwab, you won't pay fees on top of fees. tdd# 1-800-345-2550 no monthly account service fees. tdd# 1-800-345-2550 no hidden fees. tdd# 1-800-345-2550 and we rebate every atm fee. tdd# 1-800-345-2550 so talk to chuck tdd# 1-800-345-2550 because when it comes to talking, there is no fee.

our machines help identify early stages of cancer and it's something that we're extremely proud of. you see someone who is saved because of this technology, you know that the things that you do in your life, matter. if i did have an opportunity to meet a cancer survivor, i'm sure i could take something positive away from that. [ jocelyn ] my name is jocelyn, and i'm a cancer survivor. [ mimi ] i had cancer. i have no evidence of disease now. [ erica ] i would love to meet the people that made the machines. i had such an amazing group of doctors and nurses, it would just make such a complete picture of why i'm sitting here today. ♪ [ herb ] from the moment we walked in the front door, just to see me -- not as a cancer patient, but as a person that had been helped by their work. i was just blown away. life's been good to me. i feel like one of the luckiest guys in the world. ♪

if you take a look at our three major indices, we're basically where we started at the beginning of "power lunch." it makes me want to take a look at the one-week of the dow, sue, because we feel a lot different today than we did on tuesday. i mean, we had the big selloff on tuesday and incrementally creeping up from there. that's actually since the '09 lows up 97% plus. i can't help but think about mr. haines every time i look at a chart like that. >> i know. mark. let's take a look at mcdonald's which was the chart that i picked for one week because, of course, they missed slightly on their estimates. and that picture tells the story. a lot of people feel as though the street is pricing