place. thank you very much. the industries down. that will do it for "power lunch." >> we will see you tomorrow. have a great afternoon. "streets signs" begins right now. welcome to "street signs" i'm brian sullivan. the sell-off is on. leave it to us to find a silver lining. battleground netflix. the hot stock back in focus. it is down 73% over the past year. why are some bulls suddenly adding netflix? could it be a beer marriage made in heaven? bud talking to corona? we'll tell you if you should make a bid for bud. a bird? a plane, no, manny, it's a sign the super-rich like you are back. it's the jet plane indicator.

>> in my dreams, when he says the market has the case of the mondays, he really was not kidding, and with a triple-digit drop. earlier on the sell-off had the s&p dipping briefly into negative territory. and the nasdaq has the unusual distinction of being the worst performer of the major averages for the soon-to-end second quarter. yesterday. best year to day gains. courtney reagan, rick santelli, let me get to you. it really feels like a shoot now and ask questions hear. >> it sure does. it's really persisted all day. it's again all about europe. that uncertainly is just ruling the roost. as you can tell, the vix is illustrating that point. it popped as much, but believe

it or not, that's not even the high. we saw it spike up even more than that, but still is very telling of what's going on here. all the major sectors are lower, and even when the market tried to find some of positive, new home sales, with best ratings in two years, we saw them spike up, but quickly fade off, because the market remembered, oh, there's europe again. we thought perhaps we could get a decision on the obama care. then when that 10:00 hour came and went we realized the decision wasn't coming, with you saw that fade. also seeing lows in retail. there's been a lot of focus on energies and financials, but avon is seeing its lower levels since march of 2009, abercrombie, and j.c. penney, they're seeing new multiyear lows, as well as tiffany. perhaps it's not a broad picture for tiffany, but an individual

stock story. it's very telling of the luxury spender. >> when we talk about j.c. penney, herb greenberg is sure to be lurking nearby. fear about the eurozone summit not yielding the kind of -- how could that possible be? >> well, you know, there is definitely volatility due to europe. we are experiencing that friday optimism if you really take a step back, on june 1st, since we're coming toward the end of june, that's when we had our all-time yaeld, so no matter how you slice it, for the most part treasury yields are higher, however, they have been pretty flat. that's the point of the story, throughout much of june, they've been going sideways, come up with plans, new politicians, anything you want, but it seems

that the capital markets are nervous about the yow come of all this dead, and that's pretty university, pretty standard. >> and i hope you noted my sarcasm as well about europe and its results. thanks very much, rick and courtney. i noted the sarcasm. how can we not know so far june has been a, nar, month. the worst of them all so far in june. it is about down 3%, even in this gloom, we managed to find a little sunshine. we dug out the best-performs names so far, because there are winners out there, folks, you just have to dig in and know where to look. the best performer in the mid cap is mass i mo, no, not the

surf cusps but a health care company. cie na, then community health, p per riggo. and then quest. we'll hear more about this game later in the show. i want you to notice something, mandy. masimo, community health network and perrigo, they're drug related. we'll talk about health care, obamacare, the supreme court, some companies have done well in june. the overall mid cap 400 is now in correction territory down 10% from its high. >> we'll talk more very shortly. in the meantime, are there other bright spots, so should they look to dividends. malcolm h. gissin and associates and michael guyier. let me get to you first of all,

michael. i'm going to hold your toes to the fire. you came on "street signs" and said a very bullish argument, that stocks will right 40%, are you still sticking with that? >> there have been 27 times when dow jones industrial average over a rolling seven-month period, i still have some time. reflation still is very much a big theme here. >> okay. malcolm, what do you think? >> i think for the next few months we'll continue ton down trends in the market. wee very concerned about the uncertainties that you have been talking about all day with the europe, the european countries seem to be kicking the can down the road and not resolving their problems. it's going to take, as rick santelli has been telling us, action, we they'd to see action. >> how long do we have to wait

for that? it could be waiting -- >> we've been liquidating enough our equities exposures and looking for yield. one of the places has been in the preferred stocks. we think there are other investors, which right now are looking very attractive. >> i respect malcolm's point definitely, and we hear this theme over and over again. but to mandy's point, we could be waiting for europe, when we're all six feet under. at what point do we step in and say we're in it for ten years out, because at some point things will be fixed. >> you're getting to that point now. come up with a term called dividend sanity. like utilities, health care, consumers staples, all have a higher valuations than growth

areas. that's a huge disconnect. >> you're paying to which for defensive stocks is your point? >> and it's completely ig logical. the world is still spinning. >> in other words, if we did have some kind of tax increase, that would be good for rick-on assets? >> the unintended consequence is yes, money can go into sectors. >> if i can comment on mandy's point, i think that point is valid in a normal market. i don't think we have a normal market now. i think as brian just said, we have this overhang that's not going away. >> but what's a normal market? >> well, the circumstances that we've had in europe, and with the banks and with countries in default on their debt is something we haven't looked at in prior years. this has only been developed in the last year and a half, two years, prior to that i think we had more normal markets where

keying were rewarded, but we have frightened investors who do not want to be invested, and are satisfied with getting a 1.4 or 1.5% dividend from securities. i don't think that's something that we have seen in the past, but right now investors are frightened and not wanting to be invested in equities. >> i'll take a counter to that, but wait a minute, if you were a martian looking at the world, you saw p.e.s and high growth in other areas, you're right. the empire market has behaved as if we're in a post-lehman environment, so my contention is the entire world as behaved as if we're in a 2008-like environment, and yet we aren't. >> we continue to have the uncertainty. we have not seen the european countries confront and come up with solutions to the problems they have. >> so slice through all of that and find us places to park our money where we can completely

put aside the noise and get some kind of income. malcolm? >> i'm thinking if you have a preferred stock, they're paying dividends of 6%, 7%. magnum hunter is an oil and gas company whose production increased 40%. they have a preferred stock that pays an 8% dividend. we find that very attractive in today's market. >> malcolm, let me add one other thing. i just disagree let me say one quick thing, we're told every time that the market hates uncertainty, the markets fear uncertainty. there could be a certainly amount of uncertainty in the fear trade as well. we have this period where everyone is assuming -- i'm not saying it can't be, but what if it's not? >> i don't know now we have the decision if -- i'm going to have a totally different view. i'm going to buy equities, regarding of what has, i'm 25, 30, 80 years out of retirement

possible, given the state of the united states. >> maybe you want the market to be dipping if you're buying for a long term. >> brian, that's a good point. the problem you have is most investors do not have 5 and 10-year horizons. most investors are looking at what's happening now and they're very frightened. we hear this with clients every day. we do not want the risk. our firm produced extraordinary returns in 2009 and 2010. our portfolios were up better than 40% and 50%. now we're hearing the same clients who loved those returns saying we're not willing to pate to get the returns. we want less exposure to equities. malcolm, michael, the double m, thank you so much for joining us. in the meantime straight to jon fortt, you have some breaking news. it's microsoft? >> yeah, mandy, it is official. microsoft is buying yam, for 1.2 billion. a few interesting connections here. david access, the head of

yammer, formerly the ceo at paypal, and shawn parker, who we all know from having worked as facebook has been part of the board of yammer, so yammer will be part of microsoft's office division, they say david sax is going to stay on and continue to run that business under microsoft. this is important, because sharepoint, a key part of microsoft office that allows enter prices to be more social, had been super ceded in some cases by apps like yammer. that will become a part of microsoft, guys, back to you. >> jon, can i ask a basic question? >> sure. >> who are or what is yammer? >> well, it's one of these things that allows people in office environments to collaborate, not just using e-mail. think of it as a competitor of things like jibe, which recently had abipo. it's a rethinking of the way people communicate within offices. you can sign up just as a

regular working, it all then -- the company can sort of later claim the account that people inside the office are already using. >> it's the new talking? >> um, i think -- >> facebook for work? pinterest? >> asana is also trying to be facebook. there are a number of companies out there doing this, but microsoft has put its money in this one. >> i'm officially old. >> well, these companies are coming and going. they're hard to keep up. >> can i interject? microsoft paying $1.2 billion in cash for a company -- i mean, i've heard the name. i couldn't tell you what they do. how many of our viewers use it or know? >> do you use yammer? do you know what they are? i'm going outside with my steel plow and do the back 40, i

guess. >> facebook for the oich, is that too simplistic? coming up next on "streets signs" the supreme court is expected to decide whether president obama's new health care law stays or goes this week. >> does it even matter for the equity markets? do head care stocks already have both decisions baked? also battleground netflix, that stock is down 73% over the last year. we talked to one analyst who says now is the time to buy. stick around. s and awards lift you up. but they can also hold you back. unless you ask, "what's next?" introducing the all-new rx f sport. this is the pursuit of perfection. 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.

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brian schactman here tess markets desk where the financial sector down more than 2%. some big names getting hit hard. you see some chatter about earnings, andle whale from london, but there could be negative news when it comes to earnings. back to you. >> thanks very much. the supreme court is expected to hand down its decision on president obama's health care law this week. bertha coombs is here to walk us through the possible scenarios. >> i read that some health care groups have multiple press releases ready carrying all the different decisions that could come down. a cheat sheet on what to expect. if the full law is upheld, in terms of sectors, hospitals are winners, because with more insured, they would see less bad debt, though they'll face steeper medicare rules.

insurers would win as well, with a bigger pool of medical device makers are seen as loser, because they face an excise tax that starzz? 2014. a lot of it has already been priced in. a split decision, where the court overturns the man dade, but upholds the rest of the law would be the worst-case scenario for the health care sectors. hmos and hospitals would be big losers, because even though they would have the rules, they wouldn't get the boost. the device makers continue to be losers as well, they would still see those fees. goldman sachs sees a 50% chance, along with the mandate in this case they think hmos could then rally. another key provision to watch is the medicaid expansion issue, which would be finisheded in part by the mandate. that could hit the insurance tom

palucci says it could be hard and negative for hospitals as well. conventional wisdom is the whole law is thrown out, the entire health care sector will actually rally, because you'll have the uncertainty over implementation lifted at that point. as far as what we've been watching in terms of stock performance, they're down today, but lesson than the rest of the market, year to date, the sector in fact at the front there is up about 6.5%. in june it's up about 2.5% as we've been awaiting the decision, and most of the other sectors are up, except for managed care, which has been withholding back. goldman sachs says hospitals and managed care are kind of the mirror image of one another, and they've sort of been doing that since the hearing with the hospitals and the providers now starting to outperform managed care. brian? >> bertha, thank you very much. so what do you do about health

care stocks based on what bertha talked about? do you sell them if you own them? buy new ones? hold the ones you've got? who knows? our two guests. . also joining us. all right. alex, if you don't own health care stocks, are there any you should go out and buy if you believe the individual mandate will be ruled unconstitutional? >> well, if the mandate is unconstitutional, actually it depends on the rest of the provision are allowed to stands. you nailed it on the head when you said the other provision are the big, big uncertainties as well. some folks say there's about 50% chance that the supreme court will essentially decide which provisions think allow to stand and which ones they toss out. if the mandate is tossed out, but the rest of the rules such as guaranteed issue are allowed

to stand, then the mcos are definitely losers. >> dave, does it even matter the deliberations of the court are? >> we don't feel it's that important. it seems to us whatever the court does is basically throwing the ball back to the legislature. so, you know, if there's an outcome that the republicans don't like, they're going to start talking about changing it. if there's an outcome the democrats don't like, they're going to talk about changing it. >> no real trade on the back of this? is that what you're saying? >> there may be a trade what we do is try to look at fundamentals. for example, the fundamentals of some of the managed care companies are good. united health care is a great company. the stock has done well in the face of all this noise. so if you go to a name where it's a well-run company, it's riding positive health care trends, you're going to be fine. all that's going to happen with the uncertainty is that it shifts from the court to the

election and then to the legislature. >> device companies, alex medtronics, striker, you name it, do you buy them now in anticipati anticipation? they would be some of the biggest beneficiaries? >> the way device companies have traded over the last couple years. in 2014, so the performance hasn't been really that great, so to be honest, either outcome will be a positive for device companies at this point. if the court decides to uphold the law, and the 2.3% tax hits the device company next year, at the end of a day, companies have already been prepared for that for a while. if the court decides that the entire law will be tossed out, then it obviously is a big positive. at the end of the day, uncertainly is the biggest issue with device companies. >> thank you so much, alex and dave. just ahead on "street signs" there goes the neighborhood. housing may be recovers, but why

the dream of home ownership is still on life support. >> we are tracking tropical storm debby. we'll get an update on her path and -- or you can yammer us as -- yeah, don't yammer us. we're back after this. [ male announcer ] we imagined a vehicle that could adapt to changing road conditions. one that continually monitors and corrects for wheel slip. we imagined a vehicle that can increase emergency braking power when you need it most. and we imagined it looking like nothing else on the road today. then...we built it. the 2012 glk. see your authorized mercedes-benz dealer for exceptional offers through mercedes-benz financial services. we believe the more you know, the better you trade. so we have ongoing webinars and interactive learning, plus, in-branch seminars at over 500 locations, where our dedicated support teams help you know more

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sgloods take a look at shares of walmart, obviously the best performer in the dow, right near the highs of the day. a lot of defensive names are in the red. they start with the pay with cash system, you can buy something online, you have 48 hours to use cash, because some of their core audience doesn't have credit carts. new homes sales hitting the highe level, and prices also jumped, but a new survey paints a different picture when it comes to an american dream of owning a home. diana olick is here to explain. >> that's right. sales of new and existing homes have come off their lows, but a lot of that is thanks to investors turning around and renting those homes. and the rate of home ownership

continues to drop. take a look, if you will. homeowner is now down to 65.4%, at least the last reading in q1. i think that's the wrong chart. anyway, up from 69% in 2004. we had a new survey out from zill:w. and over half said it will be below what it is today. 1 in 5 said it could test or even break the historical low of just under 63% back in 1965. wile? zillow's chief economist says bad celt from the foreclosures are keep millions of potential buyers out of the market. tight credit is keeping first-time buyers away, as is weak consumer confidence in the housing market and jobs, jobs, jobs, we knee more of them. despite fewer homeowners, they're predicting home price growth over the next year, of course they've been saying that

for the last two years. >> of course they have. i was just thinking, maybe we need to rethink of concept of the american dream. maybe this will happen over time, that it is so important to own a home. >> that was a big political issue several years ago, and a lot of people blame the housing crash on politics, saying we made home ownership too easy, but when you tau to most americans, they do say homeowner ownership is what they want. it's just that they can't get to it right now. we do expect the numbers to come up. it's surprising, even's housing recovers. and that expectations, it doesn't mean forred builders, that demand may not come, at least through the early part of the decade. as we mentioned, the supreme court's decision for health care is expected by thursday, could come anytime outside of today,

though here's a shocker. it's the big topic of conversation tess biggest human resources conference of the year. let es go out to the annual society for human resources management conference in atlanta. lisa, welcome to "street signs." it's been a big theme in or -- i want to ask about health care. companies elsewhere are facing it. is it holding back hiring? >> well, a couple questions. >> thank you so much for having me. first off, this is an important conversation for every u.s. employer. we're watching this closely. to come into an organization. at the end of the day, we're watching this closely, and we look forward to an answer. so back to skills back.

people say you're nuts, when companies say they can't find qualified workers. are we nuts? >> you're not nuts. this is a true challenge. the talent gap and skills gaps are a big issue for every single employer around the world. we have to make sure what we're looking for is to find a good place to look at today's skills that we need, but we also need to ensure we're aligns with the 1, 2, 3, 5 and outward business strategies to make sure we're beg the right skill sets. >> which are what? what's the biggest skill set that's lacking these days? do you find people who don't know how to yammer? >> i'm sorry? >> exactly. what is the biggest skill set that is lacking these days?

>> some of the biggest still gaps i would say technology acumen that change every day, and we're also working towards innovation, and how do our employees reinnovate themselves every day? that's a big part of our challenge. >> thank you for saying that we're not nuts. we do appreciate it. we need to hear that. >> it's my pleasure. >> take care. >> we need to convince ourselves, maybe. >> i'm not feeling it today. we go behind the headlines, we call it street talk. and a netflix bull about why hi thinks now is the right time to buy to beat down stocks. >> those are the -- ditched their private jets for the downturns, but why they are taking over again. street signs it back in a moment. this is new york state. we built the first railway, the first trade route to the west,

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okay. we've got a case of the mondaying here for street talk, but first let's talk to quest software. >> a lot of flair today, folks. there's a mysterious unnamed

second bidder that has raised their offer. it was a venture capital firm, then this mysterious bidder came in, you can see, mandy, the stock is a dime above that second bit, so the market may be anticipating yet another bid. by the way, street account saying the rumors are that dell is that mysterious bidder. >> i was going to ask you who the possible bidder is. ed fath is inquire into the effectives in of an ant blood clotting stock. it's hitting two stocks. >> what's the world your generation uses? >> frenemies. >> this pushes back the potential of u.s. sales of the drug. it's selling in europe already. there's a comarketing development deal, so that delay hitting both these stocks. >> waiting on the fda.

what is it up, more than 400%, what is going on with this one? >> if you go to stock twits or any of the message boards, this has gotten from like $2 to $11, now it's back down to 935. downgrading the stock. they see the risk of nonapproval of the drug as low, however they say even in the drug is approved, which is why it's a trader's favorite, they see the approval prized into the name, though they do have a $10 price target,. >> what was it, going down to the small cap end here. goi, what do they do? >> it's like a computerized mapping sort of geological survey graphics company, et cetera. not a very good description. we don't usually talk about small-cap companies, but they're losing about a quarter of their value, because the government refused to renew a contract.

though benchmark has a price target, and the reason i show it, this is an example of a mid to small cap company getting whacked by a slowdown of government spendling. >> good to bring up. the rice and fall of our last -- >> testifia spiking, momenta tanks. says teva up 5%, momenta, let's look at momenta -- i'm losing my momenta. >> well, not to worry. it's the end of the segment. it took that long to render the graphic because it's so down. >> it's okay to lose momentum if it's the end of the segment. >> netflix turning lower, though they did get an -- though there was an upgrade. our next guest thinks you should have the buy on the stock.

andy hargraves at pacific crest capital. andy, i loved your note. you made a good point about the content costs for international expansion, comes at the beginning for netflix, so the market is almost valuing none of the growth internationally. where should netflix stock be trading based on earnings and on profit? >> well, if you're looking at the bottom line earnings numbers, it's probably about right, but i think that's the problem. if you look at the domestic business, it's actually really profitable. we think it's worth quite a bit more than where the stock is trading, and the stock is being discounted, but internationally they're either going to add subs or you shut the business down, so you think that's overly discounted. >> where should it be, to brian's point? >> our price target is $130. >> that's almost double implts exactly. that's why we think you should

buy it. and that's an unprecedented level, but even if they don't get quite there, we think there's a lot of value. >> you know they announced the split, then the price hike, you know, they had haters everywhere. >> yeah. >> is the hating over? has people just accepted it? >> no, i don't think it's over. that was a disaster, you know, on pretty much every level. and it's still going on. i mean, you still have people with negative brand association, still people have negative feelings about the content. it's there, but i think it's dies, and as it goes away, and as some of the positive benefits of the service start to emerge, i think we'll see sun growth. >> apparently there's a report saying 17% of hbo users are considering a switch to netflix as well. coming up next, herb schools us on two key events that could hit for-profit education stops. and we're tracking tropical

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hour on "closing bell," are economic coming up at the top of the hour on "closing bell," are economic fears in u.s. and in europe creating a perfect storm? we have that trade coming up. then goldman sachs has that investors should be more concerned about the u.s. economy than europe. is he right? both sides of that debate are coming up. americans are obviously in a savition crisis. listen to this, a shocking 25% of all americans have absolutely no money in savings right now. one of our guests says we have nobody to blame but ourselves. we look forward to seeing you at the top of the hour for the always unpredictable final hour of the trade. brian? bill, thank you very much. meantime florida getting soaked by tropical storm debby. the good news is the storm is weakening. debby holds the record of being the earliest fourth-named atlantic storm, the fourth named storm of a season usually doesn't happen until late august. sharon epperson will give us the

commodities impact in just a moment. the storm is a minimal tropical storm right now, not moving very much. it could be the northeastern gulf for a while yet. a look at the stats here, now moving to the noest at 5 miles an hour. we have that circulation largely devoid of -- about 30% of the oil platforms have been evacuated. we've seen incredibly heavy rain, 10 inches in tampa, around tallahassee and farther south, there are water rescues ongoing because of the rain there. that will be an ongoing threat. the system is only very slowly going to come into florida. more heavy rain and potential for severe weather over the next couple days. >> now, let's see why concerns about debby are driving natural gas higher. for that we turns to sharon at the nymex.

what they care about is how much production can be shut in. about 35% of natural gas production has been shut in. that's up about 12% from just a day ago. so that is something that has fueled this rice in natural gas futures, as well as above-normal temperatures for the next 6 to 10 days or so. in terms of what we're seeing in the short covering that we're seeing in the natural gas market, keep in mind it's a heavily short market. that's another reasons why we're seeing more of an upturn here in prices than we have seen, say, in the oil market. in the third day in a row, but 44% of oil production has been shut in in the gulf. that's why some traders say we are off the lows of the session. brian action back to. >>. a different kind of symptom for a while now, and herb is here, because you say it could be one of the biggest weeks yet for the

sector. >> absolutely. in fact we start after the close today with the biggest company in the group, the first to report earnings. as always, keep an eye on new student enrollments, and nobody is expecting good news on that front, but the bigger story is tomorrow. that's when the education department releases the so-called gainful employment data. it shows such things as student repayment loans. this is important, because these numbers determine whether schools qualify for material student loans. nobody knows quite what to expect, but a few analysts are suggest -- kelly flynn of credit suisse says several may be the most vulnerable. guys, speaking of which, take a look at this chart. it's the chart of education management. it operates art schools. it's down more than 70% so far this year. i can tell you guys something, i

haven't been paying attention to company, looked at the chart and went, wow, when did that happen? the stock has come under so much pressure for a variety of reasons. the second biggest when it comes to andiance, and i have to tell this is a company that a year and a half ago that -- i'll tell you. goldman sachs is the largest investor in this company. look at that. $6 stock, it was a $25 stock not that long ago. >> what's the end game for these for-profit schools? >> well -- >> no, no, as i've said, it's a hard reset. i'll say it over and over again. they're trying to get their new footing with the changes. >> coming up next, princess power, how a little redhead with moxie is taking over at the box office and the toy store. forget bromance, we may have

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disney chairs under pressure despite the successful debut of their new pixar adventure called "brave."

it topped the box office earning $66.7 million this weekend. beyond the theaters, summer block busters also mean big business for the toy makers. julia boorstin joining us from l.a. with a couple of stock plays in toy land. >> every big summer movie could be a blockbuster for toy makers as well as the hollywood studios. this weekend's hit "brave" is a positive for disney consumer products. joining the multimillion dollar princess franchise. it is a positive for mattel which licenses characters for disney's pixar films and benefits from a number of movie and tv tie-ins. with shares up 20% over the past 12 months, mattel does face tough comparisons to last year's "cars 2" products. there is a median target of 37 bucks. mattel has a licensing rights for warner brothers upcoming batman sequel "dark night

rises." toy expectations are higher for hasbro which has licensing adventures for $dollars for "avenge jers." they are outperforming expectations and keep selling well through the holidays. hasbro also tones rights to spider-man's toys. sequel opens next week. but hasbro faces tough comparisons to last year's transformers toys and the toy maker co-produced battleship. upside will also be partially offset by the shift of g.i. joe. also based on a hasbro toy from this number to next year. toy sales generally mirror the box office. we can bet that both hasbro and mattel will be watching the opening of "spider-man 3" very closely. >> julia, great stuff. can't wait to see that movie. for grownup fun. shares of anheuser-busch moving higher on news bud is in talks

to buy modelo. darren ravel, the beer expert, is here to talk about this budding brew-mance. >> it is inning because the number is $12 billion. that's been thrown out there. you think why doesn't anheuser-busch buy a couple hundred craft brews or what to do there. there's obviously -- a negative stigma. so -- here to talk about this more with us is evan ben, beer columnist more the st. louis post dispatch. evan, you heard what i was saying like why don't they -- bought goose island for $38 million. why don't they buy all the craft brews since that's hot? when you see a $welfare billion number, i realize that it is -- you have corona there. what do you think about this? >> right. at $38 million goose island deal seems like chump change compared

to other numbers we are hearing. you have to consider the sheer size of volume. here is the largest brewer in the world looking to buy the largest brewer in mexico. corona is in 170 countries, number one imported beer in the u.s. i mean, it would be a big coup. >> would they be able to do it from a regulatory standpoint? you think? >> it would put them above 50% market share in the united states. so they may have to trim off a few brands to get below 50 to please the department of justice. >> what do you think anheuser-busch's ability to build any brands from scratch anymore? or is this where it is like coke and pepsi where they do do a lot of buying, is that the state of the game now? >> yes. i mean, you are going to see a lot of the new products. an highs herb bush rode out platinum to much success, recent bud light. really consolidation the is the way it is going.

sab miller, biggest competitor. australia's fosters last year for about $10 billion. so -- you know, consolidation is really big. >> thanks so much for joining us. >> thank you. >> darren, thank you very much. coming up, the private jet indicator or how the 1% really feels about the economy? hard to feel bad on that g-5. i will take it. >> i like it. with the spark cash card from capital one, sven's home security gets the most rewards of any small business credit card! how does this thing work? oh, i like it! [ garth ] sven's small business earns 2% cash back on every purchase, every day! woo-hoo!!! so that's ten security gators, right? put them on my spark card! why settle for less? testing hot tar... great businesses deserve the most rewards! [ male announcer ] the spark business card from capital one. choose unlimited rewards with 2% cash back or double miles on every purchase, every day! what's in your wallet? here's your invoice.

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is it enough for private jet companies to cash n? robert frank is here with the numbers. >> well, the private jet market really got hit in the recession. it has been on the ground important the past four years. but now we are starting to see some signs of strength. orders for new aircraft are up between 5% to 10% over last year. in inventory is coming down. prices for some private jets, especially the larger ones, have flattened out and in some cases are rising. this has all -- is all great news. there are still big clouds hanging over this market. prices for used planes are about half of what they were at their peak. banks are not lending and many jet owners owe more on their planes than the planes are worth. banks have now become among the largest owners of private jets. private jet prices may have hit

bottom, they are not about to hit their old highs any time soon. >> pick up a bargain, foreclosure sale. equivalent of foreclosure sales for private jets. >> there are a lot of the banks now owning these things. they are trying on sell them. it is half of what they cost five years ago. you know. still $20 million if you are talking about a gulf stream 550. people are buying, inventories coming down because now may be the time to get in. >> jobs story, remind our viewers many times that gulf stream made in savannah, georgia. couple thousand people down there working and subsidiary general dynamics, people bash the 1%. you know what? men and women working in the gulf stream, they don't mean you buying one. >> thank you for watching "street signs." we are available on most private planes from what i hear. >> ava"closing bell" is coming next. see you same time tomorrow.