based on earnings, so i think you're pretty safe there. >> patty. >> lincoln electric. go long. >> zach. >> valet anything under $23ish. >> that does it for us. see you tonight. power begins right now. scotty, thank you very much. three hours to go in the trading day. and three hours to go in a red hot quarter for the markets. nasdaq up about 19% in the first quarter of the year. the s&p almost 12% higher. so is it time to take some profits, or time to put more money to work? we will have a q-2 play it playbook for you. >> security breech. mastercard and visa warning banks about a large security breech at one of its processors. it could affect millions. and megamillions mania. i got my tickets right here. the jackpot soaring past $600 million. we've got our own long shots. the small trades that could playoff big, sue. >> i'm sue herera with tyler

mathisen. and if the two of us are here on monday, you'll know we didn't win. "power lunch" begins right now. i'm kayla tausche at the realtime exchange. consumer sentiment and consumer spending both rise more than expected, but a key midwest business barometer slowed in march. still stocks higher trying to stop the three-day slide to end the quarter. the dow up 13, the s&p up about a quarter percent and nasdaq barely hanging onto gains at 3,097. well point doing the best out of any up 3.25%. the supreme court said to me voting on the obama care case today the decision won't come until june, but investors betting the high court will strike down the law. on the downside, best buy falling again after a downgrade. more on that stock a little

later in "power lunch" with sinking another 3% today. fin ibline also getting crushed. earnings up 22%. but guidance short of expectations. and an ipo stumble, fuel ship or gaslog down. i'll run down the ipo winners and losers at the half hour. stick with us. let's start with breaking news and the latest on the large security breach involving visa and mastercard. reports say that centers around -- the report say that the errors center around a processing center. mary thompson has been tracking the story all morning from the nyse. mary. >> hey, tyler. the latest report is is that the data breach happened at a third-party process sor said to be global payments network. gpn. it was halted around noon. cnbc has called global payments networks looking for some comment. they didn't have a comment at that time. they said they'd be back in touch. visa and mastercard emphasizing the data breech did not impact

their own security systems which remain safe. rather it impacted that of the third party processor. these in a statement also saying that it has provided payment card issuers with affected count numbers so they can take steps to protect consumers at this time. the visa and mastercard, again, emphasizing it wasn't their system. lastly, i want to note, tyler, one report said this could impact as many as 10 million clients. a source told me that number was inflated and one report put the number at just about 50,000 clients. that's the latest on that story. >> all right. mary, thank you very much. let's get back to another story that's hot today. and that is the last trading day of the quarter and how the markets are going to wrap it up. >> the first quarter's been a very strong one for the dow. it will be its best first quarter since 1998. interesting to note that volume has been pretty light this whole quarter. something that continues today. and we aren't seeing any kind of mad shuffle at the end of this quarter by portfolio managers to, you know, beef up their

portfolio and make it look like they were in the winners throughout the session. looking ahead to the second quarter number of traders saying investors are still a little bit cautious. there are concerns about the slowdown in china as well as the slowdown in europe and how the u.s. will effect it. and of course we have the earnings season coming up. take a look as we head into the end of the this quarter. leaders today health care, of course, hitting 11-year high recently. the s&p health care index sitting at an 11-year high of course in the wake of all those arguments made before the supreme court about the health care legislation earlier this week. and also consumer staples actually hitting a historic high today helped by some of those defensive plays like altria, the tobacco company as well as jim beam. back to you. >> have a great weekend. thank you so much. now let's switch on the "power lunch" power surge and drill down on the stories driving the day. oil prices stabilizing a bit after a big selloff on wednesday and thursday. biggest decline for the year in fact. but on the last day of the first quarter, energy prices are holding steady right now.

sharon epperson is at the nymex. hi, sharon. >> hi, sue. you can thank the weakness in the dollar for that and the fact we are at the end of the quarter so there's probably a lot of positioning going on as well. we have seen a huge move in the crude oil market. right now for the wti contract we're very close to a key technical level around 103.50. it will be interesting to see if we're able to close above that. closing below that mark would be very weak technically. we are looking at oil, of course, and gasoline as well. and in the past week gasoline futures have actually been rather flat despite this steep selloff that we saw in the wti price and even the lower prices for brent. and what does this mean for prices at the pump? well, it means that we've seen them go by about 30% this quarter. we've seen that much of a gain. and we're up 20 cents just in the past month. the national average $3.93 a gallon. but on the flipside, we've been telling you how close we're getting to the $2 level for natural gas.

natural gas prices have fallen almost 30% in this quarter. you will continue to likely hear more talk about why aren't we newel fueling with natural gas instead of gasoline when you look howdy ver jant these two commodities are. >> finance ministers have agreed to boost the bailout fund troubled countries can tap into. it comes as spain also unveiled a painful new budget. simon hobbs is here. simon, perhaps we can start with a bailout itself. it calmed the markets overseas even though it was an increase in what the bailout would have to be. >> yes, it's very wooly the amount of money they have for the bailout. it's not the shock and awe it once was. enables us to potentially give greece more money or island or portugal. but it's nowhere near the sort of trillions we were talking about. interestingly of course it will staggered, sue, over a number of years. if you've ever had spain or italy in difficulty, they would

withdraw from putting support in there. it may not be as strong as it appears at first blush. >> where do you think the next focus will be, simon, as spain unveils a painful new budget -- >> yes. >> we still have worries however not only about portugal but other countries in europe, what's the focus going to be? >> let me focus on spain. i hope the united states never has to go through what spain is going through at the moment, but i think with the tea party, sue, should watch it very closely. spain is out there on its own. nobody has enough money to bail out spain therefore it's in a battle to convince world investors to still lend for it, that it's good for debt and interest rates will be manageable. last year a budget deficit of 8.5%. that's not far off what the united states will run this year. in order to keep that confidence, it's going to half that within one year to just above 4%. so what you see them announcing here on the proportional basis is the equivalent of president obama standing up today and saying i am going to cut 3/4 of

a trillion dollars so the federal budgets and state governments now not over several years to come. the pain and hurt and anguish this is going to send through the spanish economy is ferocious in a country where you already have 50% unemployment amongst the youth. and the problem, sue, is the economies are contracting. so the cuts they embark on now may not be enough to restore the public finances. and spain is in a very, very tricky situation. >> we have seen some social unrest, simon, as we wrap this up with you, do you anticipate given the cuts put in place and announced this morning that we can see more of that? >> it's certainly brutal. we will wait to see. we only have the outlying figures today. on tuesday before parliament they will detail where the pain will come. let me just repeat it is the equivalent of three quarters of a trillion dollars being cut on the u.s. budget immediately. back to you. >> simon, thank you very much. >> that puts such a brilliant

point on it, simon, absolutely the point to make. thank you very much. the power surge continues with big changes at struggling research in motion after worse than expected fourth quarter sales, the blackberry maker says it's exploring off of its options and looking for a turnaround. jon fortt is in san jose with the details. did they do enough? do they have a strategy that wins, jon? >> well, we'll get to that. there has as you said been a stark change in tone at research in motion. two months ago when the new ceo took the reigns, he sounded like his predecessors. this is not a turnaround company, he told cnbc. rimm's biggest problem is a marketing problem. and two months later says there is a need for turnaround. rimm will cut back on the number of manufacturing locations and back off the consumer market and focus on the enterprise. the stock is up today on that reality check. but here's the problem, the overwhelming majority of rimm's

growth over the last five years has been in consumer, and that's the business it's losing to ios and android. even if it's new blackberry 10 devices are a hit, it will take time for that to ramp up. i'm hearing from experts that rimm will have to do major cost kutds if it's going to truly retrench. they can't wait too long. marly in consumer hardware as we saw with nokia over the last couple years, shares can turn around fast. cut people's end cost back to the core area and focus, focus, focus. no sign yet that rimm's going to do that, tyler. >> and they have to wait until later this year for that next generation product of theirs. that's a long time to wait in a business where the sands are shifting very quickly. let's talk about foxcon and apple. the report yesterday about labor conditions at the foxcon plant in china, is it a plus or a minus for apple? and maybe more tellingly, will the changes that fox con has to make has agreed to make, is it going to make a material

difference in what it costs for apple to build its products? >> let me firs say that the report did point out some problems with the workers -- with the working conditions there. and we shouldn't gloss over that. but overall this report is good for apple. as workers wages get raised, will that really hit their margins? unlikely. but let's look at the positives here. number one, this report corroborates apple's internal reports they've been putting out about labor conditions. they didn't find anything about child labor or forced labor. the stuff that mike daisy had been putting out there is pretty much smack down by this report. apple seems to be ahead of this story with all the pictures of tim cook there in china. and, finally, the fla looks credible in this. one of the dangers was it would look like they were showing for apple. none of that seems to be happening, tyler. >> thank you very much. now to the story everybody's talking about.

the mega megamillions jackpot. it seems to be getting bigger. we're in new jersey. stephanie. >> hey, sue. well, the bigger the jackpot gets, the more people play, the more people play, the bigger the jackpot gets. that's what happened today. the already world record breaking of $540 million jumped an astounding $100 million. it's now at $640 million. and it's only a dollar to play. a dollar to play to get that chance of winning the big jackpot. but the chance is is small is one in 176 million. but that's not stopping people playing. it's in 42 states including the district of columbia and the u.s. virgin islands. lines are growing. they will be for sure sneaking out the door here in new jersey by the end of the workday. sue. >> stephanie, thank you. have you got your tickets? >> i certainly do.

i have ten. i'm probably going to buy some more. i keep getting suckered in with people as they walk in with their favorite numbers. >> good luck. >> your chance is 176 million if you buy a ticket, but it's zero in 176 million if you don't. >> exactly right. you already have yours. >> i have mine. >> my husband went out and bought them the other day. i have a funny feeling we're going to be at work on monday. >> gives us something to stay up until 11:00 for tonight. >> there you go. >> up next, a bang up first quarter ends in just a few hours. the best in more than a decade. time to look ahead to q-2 with chief u.s. equity strategist at ubs is going to open up his playbook for you. >> he's going to give us a lot of long shot as well. which i think will be fun. here's a look at the year-to-date performance of the s&p sectors. some standouts of course have been health care, technology leads the way, financials, consumer discretionary, utilities though down almost 3%.

we have two car insurances that we're going to have you taste. the first one we're going to call x. go ahead and take a sip, and then let me know what the baby thinks of it. four million drivers switched to this car insurance last year. oh, she likes it babies' palates are very sensitive so she's probably tasting the low rates. this is car insurance y, they've been losing customers pretty quickly. oh my gosh, that's horrible!, which would you choose? geico. over their competitor. do you want to finish it? no. does the baby want to finish it? no.

welcome back to "power lunch." rick santelli on the floor of the cme group. you know, it's been an interesting week for the treasuries. we're seeing rates tick up a little bit off best levels. intraday chart of 10s maybe a little buying not all necessarily reversing shorts. and of course it is the end of the quarter. if you look at a one-week chart, they're not hugely changed but definitely a bit of a drop in yields.

dollar-yen is in focus for obvious reasons. the dollar losing this week against the yen. a lot has to do with the perception of repatriation as our fiscal year is coming to a close. listen, this isn't fresh news 30 seconds ago, but you might have missed over the last several hours, bundes bank is not taking paper from greece, portugal and ireland in terms of their banks. something to pay attention to for sure. back to you. >> all right. thank you very much, rick santelli. stellar quarter for stocks with the dow and s&p on track to end with their best first quarter performance since 1998. the nasdaq seeing its best first quarter since 1991. will the bull run continue? joining us with his second quarter playbook is today's power player. welcome back jonathan golub with

ubs investment bank. let's talk broadly here. come to the end of a very good quarter, what should i lighten up on and what should i be using that money to do? >> you know, it's really amazing. this is a six-month anniversary of the run that we've had in the markets. and what you would think is that the strength of this is petering out. but exactly the opposite is happening. actually, more economically sensitive stocks are outperforming. those that are more global exposed are outperforming. those that are cyclical are outperforming. so i think you want to be long risk in this. i think in general it's the cyclical stocks you want to be exposed to. >> it's interesting you'd say that because we've had a number of analysts on this week who have said the first quarter was very, very good, but we've seen a few years where then, you know, you top out and the rest of the year is flat. but it doesn't sound like that's what you're projecting at all. >> you get this junk rally off the bottom and it loses steam. this is the exact opposite.

in the fourth quarter you had this very balanced move in the market where people moving into equities but they kind of like jump into the pool with the life jacket on. didn't have the guts to go for higher risk assets. and that momentum has picked up. and the reason why is the economic data is better, analysts are increasing their estimates. first time we've really seen that, gosh, in almost about nine months. >> let's talk a little bit about sort of across the globe, let's say on monday morning you had a fresh -- personally, a fresh $500 million to invest -- >> i don't know how to get it exactly. >> but let's say you had it, how would you divide it up? u.s., foreign, emerging markets, stocks, bonds, alternatives. >> first, i'm the u.s. equity guy. >> let's say you had $500 million to put into u.s. equities. >> right now i would be long the market. i would be in cyclical sectors. we like consumer discretionary and technology more than any other -- >> that means companies like,

consumer discretionary. >> these are media companies. these are cruise lines, restaurants, retailers. if you have an extra buck in your pocket, where are you going to spend it? that's a discretionary purchase. that's the kind of stuff we're talking about. why do we like it so much? because the employment picture has really continued to be pretty good. we saw that yesterday. we've seen that over the last several months. and we think it's going to -- >> so $300 million in consumer discretionary. >> i don't know about that. but we also like technology. on the general economic strength. >> $100 million there. >> we'll put $100 million there. i'll tell you where i would be concerned, the dividend plays. things like utilities which were darlings last year, they're not the darlings right now. i would avoid areas like that. >> all right. jonathan, as you look around the globe, especially with what's going on in europe and spain's in focus, are we back from the brink, do you think? i mean, because that's one of

the things that we hear may derail this second half of the year. >> right. >> but you don't agree with that? >> you know, i think that we have to -- i'm optimistic. we have a 1475 target, which i think is a street high. but i think we shouldn't kid ourselves that europe is not just magically fixed and we're going to have spikes in concern and volatility around that. you've seen the economic data from europe. very disappointing. and now you're starting to see some of the other political issues around a number of countries. greece, spain and portugal are starting to become an issue again. it's not gone as a story. it's going to come and go, but i think ultimately you still want to be long because the u.s. is doing well. >> let's go back to the $500 million. >> okay. >> let's say you win the $500 million and you've got some serious consumer discretionary money now. a long shot -- two long shots. just because i can take it. >> one area that if you really want to make a long shot bet to the upside, if the data really comes in better, one area that nobody wants to be in is europe.

if there was a long shot to the upside, it would be taking a bet that europe comes in better than expected. we saw for today for example with the news about the extended bailout fund, that kind of thing could surprise the market. i'm not making that bet right now, but if you want a long shot. >> there it is. >> the other is small cap stocks in the fourth quarter, but petered out relative to large caps in this quarter. if things go really well, you can see that again. >> jonathan, thank you very much. >> we hope you wake up monday with $500 million in your pocket. >> exactly. >> thanks, jonathan. as we continue here on "power lunch," three magic little words, they are buy, sell or hold. >> we live them. time warner cable and expedia turning in solid quarters. what do you know about them now? we will tell you. and we also have two lotto style long shot stocks that could payoff big when we come back in two.

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anything? no. ♪ how about now? nope. ♪ [ dog barking ] ♪ ♪ [ male announcer ] the chevy silverado. ♪ [ male announcer ] with best-in-class 4x4 available v8 fuel economy. finally! ♪ [ male announcer ] from getting there... to getting away from there. chevy runs deep. welcome back to "power lunch." i'm courtney reagan at the nasdaq. it's time for three in 30. three stock stories in 30 seconds. we're going to focus on obesity stocks today or rather pharmaceutical companies that make those obesity drugs. vivus up almost 5.4%. it's believed the company has enough data compiled for its weight loss drug to be approved. we'll see if that happens.

also another one believe they have enough data compiled to go ahead and comply with the new fda rules. and o rex ya. sue, tyler, back to you. >> time for buy, sell or hold. our end of the week look at the stocks in the news and the end of this week also happens, as you know, to be the end of the quarter. we're looking at some of the top performing stocks in q-1. mike murphy is here. it's a pleasure, mike. >> great to see you. >> i drew the lucky lottery ticket as well. we're going to start with time warner kpabl. >> yes. >> and you like this stock. you would buy it, why? >> if you look at the chart here, sue, it's had a huge run-up from the low of about 60 in january up to the low 80s. however, they're focusing on the customer right now. rather than trying to run out and get new customers, they're focused on servinge ining exist customers. in a way a housing play as moving out of homes moving out

of parents home we see numbers continuing to pick up and the stock goes higher. it's a buy. >> expedia is next on the list. not such a rosy outlook there as well. why? >> agreed. earlier this week expedia had their largest shareholder liberty sell a big position in their stock. huge chunk of stock up at 34.50 was sold. that is never a great sign. also, expedia online travel, there's 1,000 pound gorilla in that space by the name of priceline. if i was going to be in this space, i would be in priceline. it's a sell. >> you would buy priceline and sell expedia. >> correct. >> phillip morris, you have a hold. a lot of people feel this stock because of the dividend yield and other things is a safe place to be. why would you hold? >> well, it's a hold because of the dividend. because the stock has had a nice move, it's only yielding about 3.5%. you can get a better deal like at&t or verizon if you're just

in for the dividend. and european smoking is down, american smoking is down. hold it for the dividend. i wouldn't be a buyer. >> i don't know if you have your lottery tickets yet, but you do have some long shot lottery picks for us in terms of sprint. why sprint? >> they have short-term funding issues. if you look at the stock, it's had a bit of a pop here recently. if they get over short-term fund issues. at the other end they've signed a lot of customers in a joint agreement with apple. if they get over the near-term issues, sprint could be a 300% or 400% mover. >> year-to-date up about 34%. >> correct. >> perhaps slowly improving, but this company has had a lot of challenges. >> if it were a long shot for a lottery ticket, we see housing

having bottomed. jamie dimon was on earlier this week and said it has bottomed. i'll agree with that. if housing has bottomed, you look at this company with similar issues but it was a $60 stock in the hayday. they have a lot of northeast exposure, which is the best area to be in right now we believe. so get over the short-term liquidity issues. it's either a takeout candidate or a again 300% or 400%. >> mike, thanks a million. good luck in the lottery. >> great to see you, sue. same to you. >> tyler, over to you sdpl sue, thank you very much. it's been a big week for ipos. organic foodmaker annie's up. kayla tausche's back. she's going to fell you why some offerings were hot and some were not. meanwhile, in the category of not hot, best buy. profits sinking, layoffs and store closings on the way. is the whole big box business model on the ropes? we'll talk about that when power returns in two minutes. foragers.

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one of the movers in today's market with a 3.5% gain is windham worldwide. share got an upgrade from goldman and the stock is responding to the upside. ty. let's take a look at one of

our last what we call eight tiles of the quarter. the dow industrials up about 0.5%. ditto the s&p. nasdaq up just 0.15%. gold and other metal prices getting ready to close right now. sharon epperson is at the nymex. >> we are looking at gold prices higher right now, tyler. the weaker dollar is part of the reason. even though we've seen some big selloffs, we have seen gold prices higher on the week, higher on the quarter as well. and quarter positioning is key in today's trade. we're looking at gold prices up more than 6% so far this year. and silver prices up 16%. copper up 11%. a lot of drivers that traders are looking at for the week ahead and starting with of course what may happen over the weekend in terms of china's pmi data and then we do have some key rate decisions from the ecb, from the royal bank of australia and of course the final data point of the week will be the march jobs report. there's a lot that could drive

gold prices. many in this pit believe we're looking at higher towards the $17 level. >> thank you, sharon. it's been a really busy week for ipos. nine companies out of the gate this week. hi, kayla. >> hi, sue. it was a busy week. more than nine as you said. that is the most in over a year. we also passed some benchmarks. let's look at the week that was. media nabbed a first-day return of 92.3% for investors. that's the highest since linkedin in may 2011. the surprise of the week though came from organic food company annie's. investors bidding up cheddar bunnies by 89% on the day of offering and also throughout the week. it's been able to hold onto those gains. remember, low debt, high growth businesses. but one key in pricing this week underlies the health of the ipo market in general.

rexnord up 17% from where it priced at $18. it's an industrial company. it's highly levered. that's showing some investors are willing to put the risk trade back on. second of its type after transmission. both have held up in the post market. there is one sector where investors cannot stomach and that's energy. especially natural gas. fuel ship or gaslog sinking down better than 7.5% right now as you can see. but as for the quarter overall, it took some time to warm up. we had 42 ipos priced which is more in the same quarter but they raised money, investors willing to put less money on the table. you can see the proceeds raised from ipo is a decrease of 54% from last year. march could be the sign of some solid deal flow to come. the vix holding low levels after falling sharply throughout the quarter. and the market overall continuing to go up. but if you got into that ipo

basket at the beginning of the year, you're up 31%. tyler. >> kayla, thank you very much. 31% in ipos. thanks very much. very interesting. best buy shares continue to slide today after yesterday's 7% plunge. that selloff came after the retailer reported a $1.7 billion net loss in its fourth quarter. much of the loss came from charges related to shuttering its big box stores in britain. and now the company says it's going to close 50 u.s. big boxes, fire 400 people and save $800 million in costs. the store closings are exactly what michael of wedbush securities predicted months ago in our documentary, best buy, the big box fights back. >> so over there is a spirit halloween that used to be a borders. here is an l.a. fitness that used to be a circuit city. are we looking at the future of best buy in these two stores? >> i think so. i think you're going to see several hundred stores over the next ten years that are going to end up being unproductive real estate.

and in 20 years, all their stores. >> all their stores gone, he said. but will the moves, the tentative ones, be for best buy? and what did they say about big box retailing overall? michael is on with us on the phone. i would say good to see you, but i don't. at any rate, do you think what best buy did yesterday is a step in the right direction? is it enough? >> a step in the right direction, yes. i mean, i guess it's a good thing they watch cnbc and they saw your documentary, so they're taking advice from cnbc. >> they're taking it from you, michael. you really were the backbone of that argument. >> but clearly not enough. and i think, you know, if anybody goes back and listens to that conference call, there was no acknowledgment whatsoever that they're losing share to the internet. and in fact they said the opposite. they said they gained share. so if you guys are familiar with alcoholics anonymous, remember step one of the 12 step program, these guys haven't gotten to

step one yet. >> but their online revenue has been rising, has it not, michael? >> yes. but you're talking about maybe, maybe, maybe 5%, 6% of total sales. and they're losing, you know, 2% to 3% total sales every year. so online would have to grow by about 40% or 50% just to offset that. that's not happening. >> you know, michael, though if you look at the big box stores out there, yesterday we profiled costco, which grows its traffic between 4% and 5% per year, can you say that the era of the big box store per se is over? >> oh, no. >> or just the best buys of the world can't execute the way the costcos can? >> right. i think we have to draw the distinction between big box that sells everything and big box that's specialty. there are only three reasons specialty retails exist at all. one is private label merchandise. one is they have some service offering like trying on shoes or mixing paint you really can't

get on the internet. and then the third is they sell something that's really difficult to transport, like furniture or lumber or something. so those stores will stay in business. but the bigger that you are, the harder it is to justify the cost disadvantage. so best buy has about a 10% cost disadvantage to amazon solely because of its boxes. if it can shrink the footprint down instead of 40,000 square feet maybe to 3,000 square feet or 5,000 and carry higher margin, higher revenue item, they maybe can justify a 4% or 5% premium because of the service offering. they cannot justify that with 10%. no way. >> i don't know about you, sue or michael, we talked a lot about shopping when we were out in california a few months ago, i think some of the novelty of the big boxes have worn off. >> that's true. >> there are many times when what you really want is a big box. my story a couple weeks ago i was with my son in the car and he got car sick. i have never been so happy to

see a walmart in my life because they had everything. they had the new clothes -- >> that's the point. they had everything. >> it's different than a niche player. >> that's the costco. >> like best buy. >> costco, target, walmart, all make sense to me. but big box specialty, maybe home depot because they mix paint and have lumber, but i'm not sure staples makes sense. you can get all that on the internet and hard to justify the service offering. at best buy it's definitely hard to justify. >> what happens to best buy? go one year out. >> they're losing probably 2% market share, you know, 2% of their audience every year. i think anybody under 30 is real really to shop there. i think they lose 2% a year in perpetuity and it only takes about 15 percentage points before they are negative. >> when you look at the big boxes that have failed, it's

often the ones that have commodity products, a tv set at best buy is a tv set online. a book at borders is a book at amazon. >> right. >> so there isn't that, as michael points out, that specialty merchandise, that exclusivity that you get somewhere else. that has to be a big part of it, right, michael? >> abercrombie & fitch makes sense because they have a brand and that's the only place you can get it. tiffany to some extent makes sense because it's a brand. but, yeah, to buy -- >> it's also an experience, though? a tiffany's is an experience as well that goes to the service, the exclusivity, the whole experience. >> absolutely. >> all right. michael, thanks very much. good to see you again. appreciate it. up next, investing in america, retail vacancies falling, rents rising. diana olick will tell you why reits might be a sweets. and brian shactman will report on u.s. auto dealerships.

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coming up on a megamadness edition of "street signs," when it comes to your portfolio, do you safeguard your money in dividend stocks or companies buying back shares? we're going to debate between the two. and the auto halo. car sales are coming back. will jobs follow? and, of course, megamadness. the seven-time lottery winner is here. he'll share his secrets to winning the jackpot. this guy's won seven lotteries. says he's got a system. >> i want to stand right next to him. i'm just going to stand near him. >> i want to take him to buy my ticket. >> i'll rub his head. >> we're gone at 2:00, baby. we're going to go buy the ticket. >> we'll be watching. all week long we've been looking at companies making money by investing in america. today we turn our focus to the

auto industry and real estate. what's more american than that? brian shactman is at a car dealership in ramsey, new jersey. diana olick is in my hometown, d.c., with good news for retail reits. diana, you first. >> that's right, tyler. there's still signs of tough economic times. some stores still closing. overall the retail sector is improving. and we're starting to see that in improvements in the reit sector of course as we see those stores start to fill up. a new report from rbc capital market said retailers plan to open 71,000 stores in the next two years. witness walmart saying it will add more than 200 stores in the u.s. this year apend $6.5 billion to $7 billion on real estate in the u.s. neighborhood and community center, that is strip mall, vacancies fell by 10 basis points in the first two months of this year. now at 10.9% is the first drop in over a year. now, they'll release their full report for the quarter next week. absorption, the net increase in occupied stock topped out at

1.63 million square feet in december and 1.87 million in january. the sector has not increased occupied stock by this much on a monthly basis since 2007. and the malls, which weren't quite as hard hit by the recession, are improving as well. national vacancies falling by 20 basis points at the end of the year by 9.2%. asking rents up. retail landscape remains bifurcated with malls posting signs of recovery than other property types or classes. let's look at the reits and where we want to put the money. property group for one is a real leader. up nearly 33% in the past six months. general growth up nearly 40%. and mace rich up 35%. there are still headwinds in retail. number one, gasoline prices. it's not only just driving to the mall or driving around, it's what those prices take out of

consumer's pockets. and remember, of course, consumers will only spend when they feel good about their pocketbooks. tyler. >> diana, thank you very much. now to the auto industry where domestic dealers are focusing on profitability. profitability. imagine that four years ago. brian shactman crunching numbers in new jersey. brian. >> you know, tyler, i'm actually at a minicooper dealer in ramsey, new jersey. one of several foreign brands to expand in the last year. not the case with the big three. in fact, they have been reducing the number of their dealerships over the last couple decades. and of course when gm and chrysler restructured, they lost thousands of dealers. now the focus is shifted away from growth through expansion in the u.s. it's all about making what they have better and more profitable. and working. just look at this chart. profit per dealers nearly tripled since 2008. the weakest of the three, chrysler, now has 86% of dealers in the black. part of the formula is to invest in the existing dealerships. you want to get them to look

great so the potential buyer can feel great and motivate the dealers. companies like ford, what are they doing? offering interest free loans and bonus vehicles to sell. dealers get an automatic return on their own investment to upgrade a facility. for gm and what they're doing? this is just on the dealership side. $3 billion for 3,400 dealers and 1,000 are either done or in progress. let's face it, the foreign brands are going to continue to expand. and these places are clean, modern and dare i say a little bit fun. and the american dealerships are playing catch-up. >> all right. brian, thank you very much. i really agree with that. there are some beautiful new dealerships around. many of them for the foreign brands. but also the u.s. our investing in america theme will continue on "street signs" at 2:00 p.m. brian will be back and he's going to tell us how auto sales are actually saving the u.s. economy. that's on "street signs" top of the hour 12 minutes from now. >> believe it or not, up next just about two more hours of trading to go this week and, of course, for the whole quarter. time to look ahead and get set for next week's action. >> and the trader triple play is

on deck to get you set. in honor of megamillions madness, we're going to ask them for their best long shot trades when power returns in a flash.

time for trader triple play at the nyse. grz energy and at the cme, jeff, the killer, kilburg, with treasury curve. nice to see you guys. >> nice to see you. >> gordon, we've had a nice first quarter. do you fall into the count of those who think we can continue this momentum? or that we've basically seen the highs and that the second quarter is going to be a little flat? >> well, that is the question. i have to think that at this point i would go with the latter on that one. i think we're getting a little tired. although rebounding, stabilizing and we seem to be holding firm here going to the last day of the quarter. i just think there are reasons to think we might start getting a little tired at these levels. you have a greek situation kicked down the field. yes, china is still something

you have to be leery of. and the wild card here of course is what's happening with energy? could something happen here in the middle east? so there are some reasons here you have to be skeptical we can have suche eerful move. >> anthony, let's turn to oil. it broke the moving average yesterday and some think it's in a lower trading range. do you buy that argument? what do you think is next? >> up to a point, i buy that. i think you could see it touch $100, but i don't see it going much below that only because of what's going on with iran and the whole situation in the middle east. and over the last few sessions you've had a little bit of weakness in the dollar. and that's helped to keep prices supported also. as far as range goes, i'm looking for probably 101 on the downside. if we get through the 102.5 to 106 to the upside. >> all right. jeff, you're up next. we have data next week. we have the unemployment report coming out next week. what are you watching as we go into a new quarter? and do indeed you still think that we have the possibility of more quantitative easing still

on the table? >> certainly, sue. i think the focus right now is after this historic quarter, we saw the financials sector lead. up nearly 22%. but right now the data's a very, very key point for us to take in as well as the fed. as we anticipate more kwaun at a time quantitative easing, i'm focused on the underperforming utility sector. it's been a dog. the xlf up nearly 22%, we're seeing this underperform. i'm liking the play in the etf xlu or if you want to strip out the potential domestic regulation in the utility sector, you play the dbu which is strictly international utilities. >> gordon, let's say you win the $600 million or $700 million or whatever it is and you want to take a long shot investment for the remainder of this year. what might it be? >> well, i think at this point you really got to start to be a little more defensive. if you're going to start to take some shots and you have to continue to believe in the technology sector, listen, this market's been led by apple.

people have an appetite for technology. if you're going to go with a high-flying sector, that's where you put your money. >> all right. anthony, your turn. where would you put -- i mean, say you got the $500 million, take a chance. give your dreams a chance as they say. >> well, after i'm back from fiji for three months, i think i would take a shot and buy natural gas. we've been beat so down in that market, it hasn't shown a lot of life. oult of all the energy markets traded, that's been the weakest. i buy natural gas. >> that's a good long shot. jeff, how about you? what would your hail mary be? >> the lottery ticket i bought earlier before i hopped on. treasuries. treasury is an area where the fed is driving a boat. as long as ben bernanke has his foot on the pedal to pump it for one more time. i say appreciation trade of treasuries. >> gentlemen, good luck. >> gentlemen, start your engines. start your buying in lottery tickets. >> indeed. see you next week.

coming up, charts of the day. we have our picks for charts of the quarter this time around. power's back in two. [ male announcer ] you are a business pro. monarch of marketing analysis. with the ability to improve roi through seo all by cob. and you...rent from national. because only national lets you choose any car in the aisle... and go. you can even take a full-size or above, and still pay the mid-size price. i'm going b-i-g. [ male announcer ] good choice business pro. good choice. go national. go like a pro. [ laughter ] ♪ [ female announcer ] each one of us is our own boss. ♪ and no matter where you are in life, ask your financial professional how lincoln financial

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pretty decent market day so far for the bulls. we're up 60 points on the dow jones industrial average. the nasdaq is up better than a tenth of a percent or four points and change. and the s&p 500 is up 0.5%. >> shall we go to charts of the quarter, my dear. my best friend's birthday. wish him a happy birthday. look at these charts here. that's the best one of the quarter, bank of america up 70%. the last shall be first as the bible says. and hewlett packard down 7.5 points. its troubles well-chronicled. >> it certainly is. i picked apple because for a quarterly performance, technology in many cases has outperformed. and even though apple is down 1% today, it is up about 50% for the quarter as a whole. it was the technology stock in the first quarter to own. we'll see whether or not it is the technology stock to own for the rest of the year. >> look at that. well, everybody have a great weekend. get your tickets ready. >> you got