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♪ after all, what's the point of talking if you don't have something important to say? ♪ dow jones adding to its advance, up 49 points. s&p is up almost 5. and as in grnasdaq is green as well by 8 points. you can see, dow, s&p and nasdaq had pretty stellar performances. really only one day during the week when the nasdaq lagged behind a bit.

bulls are still firmly in control, ty. we will see how it goes. >> true. dow got weak in the knees. i should point out the s&p is about 16 points of an all time closing high right now. sue, been a great week. that's all for "power lunch." >> "street signs" begins right now. have a great weekend. >> welcome to "street signs," everybody. i'm mandy and happy friday with dow certainly likes fridays for a reason about to be revealed. and feel like everyone is partying but you? with words of wisdom for those who think they may have missed the all-time high vote. let me meet hamburger mcdonald's lovers. and down right, sex on wheels. and they also maybe look like bubbles on wheels. we will explain that. but in the meantime, let's look at your stat of the day. dow is on track to close higher for the tenth consecutive

friday. that's right. every friday in january, in february, and within the next couple of hours, march and breaking ripples for fourth straight day. s&p 500 meantime is also higher for a sixth straight session. and less than 20 point away from its own record-closing highs. let's get striet down to the trading close. rick santelli in chicago. bob, do you feel like it is rallying as much as you expect on the strong jobs report or maybe it the market starting to price out qe? >> well, yes. that's at issue. people have asked me, the market rally seems muted given how strong the numbers were. i don't feel that way but there are people that feel that way. so to the extent it is a some what muted rally, some people felt that the whisper numbers were high. i saw numbers as high as 200,000 for a whisper number. yeah, i think there is concern that fed might reduce the bond buying program. i don't think that will happen immediately. nobody i talked to does. but to the extent that is muting

it down a bit, that a possibility. but could we do any better than this week? historic down on investor levels. s&p up a 2%. japan, four-year high here. yen collapsed this week. spain is up. germany at five-year high up 3.6%. only china down this week and rallying recently. other thing i'm watching here is this talk of the great rotation. out of stocks into bonds. take a look at this. bond market, big bond etfs done here. 20-year treasury down 4%. we're not seeing outflow from bond etfs mandy but we are seeing price declines. i think that will start catching some people's attention. back to you. >> talking with those price declines if treasuries. ten-year back above 2%, right, rick santelli? >> absolutely. not only is it potentially the highest yield closed in 11 months, close above 203 and we

are at 205. we were at 184 last week. 21 point basis week is rather substantial and i guess the only thing missing is, i don't know about you mandy, but we don't hear much water cooler talk away from the exchange about stocks. and i'm sure bob probably can attest to that as well. insiders are enamored with this. middle class retail customer, maybe tuning in in the news and jumping in but it is closer to the buzz. >> rick santelli, bob pisani, enjoy your weekend. which stocks had their best tweet and worst tweet? are there any under the radar names to watch out for? let's bring in art hogan, manager director, and president of strategic wealth partners. before we dig into specific names, i would like to ask you whether or not we can discern any particular trend in terms of those that led and were laggers.

>> i think if you look at a sector basis, what you saw was risk on sectors. so discretion and financials at the top and materials in the top three. i think that remains risk on. a global economic play and people in the back of the market. if you look at the bottom three, it is clearly a defensive play. your consumer staples sector et cetera. when you look on a sector basis, what did this week look like, it looked great and looked risk on. interestingly enough this is where we have seen in' '13 where we saw them all in the week. risk on doing better than defensive sectors. >> mark, are there any surprises of winners and losers this week? any at all? >> what we have been tracking closely all year is the fact that those companies generating a significant portion of the revenues from overseas, happen to be outperforming companies

that are generating most of their revenues domestically. so that's kind after reversal of the trend that we saw last year. and it is really no surprise that a lot of companies are performing well so far throughout the first quarter of this year. >> is there any danger, some of the high flyers, companies giving us the biggest price gains might succumb to profit taking next week? >> yeah. i wouldn't doubt that some of that might happen. you know, one of the things that we're taking a look at for clients though is what is going to happen over the course of the next few months. and economic data has really been positive over the course of the last few months. investors have been shrugging off negative news from washington. and you know, really, our concern is that at some point investors will be tested over the course of the next few months. there will be volatility. we're overdue for pull back and at some point we will have to weather the storm and deal with some sort of a pull back in the s&p 500.

>> i'm got here in terms of winners and losers, winners to highlight micron technology and trip adviser, would you take profit on them now? >> yeah, i think it is a good idea. some trip adviser got a mention on jimmy cramer's show. we prefer you look at expedia or price line. trip advisors in transition, switching from pop-up to metadata. they are still transitioning. look at expedia or price line. degram pricing is up 45%. it is up 45% since december but we think a lot is baked into micron anded this made an -- and i think that is priced in as well so they have a slow down in pricing in second quarter and and maybe a second half play but i think you have time to take money off the table in both. >> you dislike coach. what would you do with them?

>> yeah, so really our strategy is to invest in good quality high dividend paying stocks and vodofone and seagate fit these prom ters. vodofone owns 45% of verizon. it has better valuation and higher dividend yield. we think it is a good alternative to rverizon. seagate, very attractive for client strategies. our concern is with the payroll tax that toward the latter half of this year maybe the end of the third quarter, beginning of the fourth quarter, consumer discretion na discretionary will begin to underperform, like coach. until we can gauge the impact of the reintroduction of the 2% payroll tax. >> good point to make there. last word to you, art. at the top of the show, in terms of what is whipping th winning

week, with the risk-on, so many companies with 52-week high webs do you feel you can't just buy a market or a risk on sector, you have to get real specific here? >> you certainly do, mandy. good point. you do need to look at what point in the cycle is the company you're looking at and what are the prospects for 13 and 14. and if there is an increase of dividends which mark was just pointing out is an important factor. are they in a position of leading their particular sector and i think that's the way you want to focus you can't buy the market you need to buy stocks and that's more in 13 and 14 than it was in 12. >> okay, jc penney in the headlines more than it likes this week. thank you very much. let's dive a little deeper in the jobs report we got this morn ppg steve liesman is here. we will call you completely in a very deering way, our cnbc nerd with a cnbc nerd alert.

this is very telling numbers line the headline. >> yeah, there is a lot of information inside these reports. there were reams and reams of data. i want to go through came of real particular ones that tell us more about the state of jobs market and where we may be headed here. first thing is there is two measures of unemployment. there's the overall unemployment rate which fell and a broader measure that looks at overall slack in the market. both are at four-year lows. let's look at the charts, mandy. and do chart reading here, o okay? and what you see when you look at this next chart, unemployment rate up next to the other one, that's not the right one. if you can go to two measures of unemployment we will go back to that one in a second. what you see is two ones coming together. there we go. there's the two charts. what the yellow line says, unemployment. but notice how they move together. like synchronized swimmer in the

great olympic pool of data. looking at one doesn't tell you anything about the other one. that's important to note. now the next chart that looks at what the reasons, what the gap is between the two. and people who are working part-time for tech nomic reasons and people who are discouraged and have left the work force. notice the yellow line on this very slow downward trend. white line coming up. a lot of slack in labor force. that is something that says, that's what the fed is looking at. they look at slack like you know what, i have a very long way to go until i am worried about inflation cost by a tight labor market. one more thing to show you, if you're not too -- >> no, no, i'm just as nerdy as you are. i love currency. so i think i up you in the nerd status. >> you do. you have no idea what you're talking about as i probably do with economic stuff. the percentage of the civilian work force, that's come down and down and down. there is two -- >> because of population

dynamics? we are getting older? >> exactly. some people are retiring but others are discouraged. remember the line i showed you with discouraged workers. >> sure. >> that is why it is falling. >> just giving up. >> but if this truly remains healthy job market, even retirees could get back into the job market. sheer what could happen. if you print the job growth you could see the unemployment rate hold steady or rise by a couple point. i think the fed knows that. they are like september before they consider tapering down quantitative easing and maybe the end of the year. >> i have a question for you. you know how if the jobs numbers aren't that great, white house can comes out and said there is a positive spin on this and all because of our policies, yada, yada, yada. interestingly, numbers come out and we are taking before sequestrati

sequestration. my question is, what will march look like? >> you could imagine a world where the government numbers which were minus 10,000 today could be minus 20 or 30 in years ahead and the great question for the market is, will they say, you know what, private sector is doing this and it is okay. and government sector doing that. i think there may be more spill over than people are giving credit for. >> wasn't there a loss in government jobs? 9, 10,000. >> we haven't really seen the federal hit which could hit in months eye head. i think there is worse to come here and i'm not all that optimistic about maintaining levels here given with what is. our resident cnbc nerd and as i said, we say that with love. >> you say, oh, we meant that in an endeering way. >> with all due respect. >> no sweat for regional banks, hitting multiyear highs after yesterday's stress test. well name names up next and pumping up the volume on pandora.

that stock is really popping after the bomb shell yesterday. is it still a buy? and for all you sweet tooths out there. today we would like it wish peepes a very happy 60th anniversary. on this day the little march marshmallow filled chicks came about.

welcome back to "street signs." a los angeles jury ordering johnson and johnson's orthopedic unit to pay more than 8 million in damages to man who claps claims he was injured. the lawsuit was the first of more than 10,000 brought against j and j unit. investors don't appear too troubled. johnson and johnson up about a half percent right now. mandy, back to you. >> see you later in show. in the meantime, big jobs number could mean a boone for builders. our very own diana olick is here. explain that for us, diana. what is going on. >> we are seeing a surge in construction numbers. we see the construction workers come back to the job more than they have before. the trouble is, we're not seeing them come back fast enough. we have housing starts up 20% from a year ago but specialty trade contractors, plumbers, electricians, all builders up

about 3% from a year ago, plannedy. mandy. >> to what extent is it starting to fall at the moment? >> that's the interesting part here. they say, you have to hire subcontractors and the way they do that is look, they are small businessmen. they have to go to the bank, get a loan and pay the guys back first. banks were not lending to them so they have trouble setting up the infrastructure for this new hole bui home building demand to come up. with housing starts, permits et cetera, that banks finally see that home construction is resurging and will loosen up and get them the money they need to hire workers they need. >> they need that money to start flowing more freely. we were talking with steve liesman the fact about a 10,000 loss in terms of government jobs. i also saw the flip side of

that, a gain of 48,000 in construction. that's a positive sign, no? >> yeah, a good sign. the 48,000 that has to do with residential and nonresidential construction. so you've got, you know, home office buildings. you've got other types of construction in that. remember, there is a concern about the sequester because the gov builds a lot, you know. you have a lot of construction. is that going to be cut? are we seeing construction numbers come down on nonresidential side? that remains to be seen. but the good news was the subset and residential part of construction saw a good jump. >> understood. thank you very much, diana olick. okay, all right. almost 30% of the new 52-week highs today are from the financial sector. take a look at this. city groups at highest level since april 2011. bank of america highest since may 2011. as far as regional banks go, keycorp app its highest since 2008.

joining us now, banking analyst at goog enheim partners, morningstar banking, great to have you with us today. we have been looking at banks this week. financials have been some of the leading stars in this recent rally. but let's get into the regionals in particular. the regionals aced the stress test, which ones stood out for you? >> we were looking at is you know, like keycorp for instance. last year had an oversized loss content in the fed estimates and stress losses. they actually saw almost a two full percentage point improvement and that's what the dodd-frank information is about last night is stress test losses. so keycorp has been able to push it back towards value as the taint related to last year's estimates have come down and now what we are seeing is them able to trade back towards tangible book value. >> as follow-up to that. as far as banks, regionals and most improvement, does it make them a better investment or have

they run too far? >> well, what we are looking at is, where are they at in the recovery process? this is a thing that typically happens as you get into an expansion and it takes about two to three years. this recovery expansion will take six to eight years to get through the whole process. as we go through that what we see is different steps where each bank will perform better than others. as we've got through stress tests we move from loss content now going into next week which will be capital distribution. so move from keycorp over to bbt where their dividend could pop up above 3%. now we look at earnings power, profitability, earnings percent. it should outperform now as we go forward. >> higher dividends, positive catalyst for stock prices. dan, a moment ago we talk about the potential for credit for home builders. do you feel nonetheless considering the environment that banks are still going to be quite prudent in this department?

>> yeah. they are still quite prudent. i mean, the housing bubble is still fresh in their mind and you know, they have regulators in their back pocket telling them, you know, look, you be careful about underwriting. the pendulum swing all the way to easy money to all the way to the other side which is, you know, extremely tight. i still think it is priced in an extremely tight range. you have to keep in mind that yields are low given the low long-term rates and banks want to make loans but they have to be very careful of the types of loans and what types of projects they give ut out credit for and it is a balancing act. are we seeing overall -- if we see continue to improve housing numbers? i think we might, yes. >> this is still quite risk, within the regional world, which banks do you like? which do you dislike? >> in the regional bank world? i like usb. i think they did very well in the stress test.

they still had 8% capital after the end of it. they look like they are in the best position to increase dividends going forward. citibank did surprisingly better than j.p. morgan and wells in terms of capital. so you know, we were pleased with the citigroup result and you know, bank of america, we still look at that company and it is still based on housing. there is still housing losses embedded in that balance sheet. and you know, we will probably have to have a couple more good years of strong capital and better net income to solidify their capital base to -- before they return to any of its shareholders. >> okay, dan. have a great weekend. up next on "street signs," they are fast and shiny toys for boys. or girls. but could hot cars with the

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for the next high car end bubbles. robert frank is here. as i was saying in the tease up to the show, it is a license to draw. >> it is a bit like the stock market. going up in price despite downers. the ferrari index, yes, there is one, for the most sought after ferraris. most collectibles are worth $2.6 million. that's per car. more than a half dozen ferraris will go up for sale in florida. this berlinetta could go from $1 million. a gtb could go for $2 million. a gto last year went for $35 million. this bubble is spreading to other cars, especially porches.

that's where the next big bubble could be forming. especially soaring on the 1970s racers and 911. 50th anniversary this year of launch of the 911. they have come a long way since then. this 1973, 911 could fetch more than a half million just this weekend. 1972 l & m model, 5.5 million, yes, for a porche. you can read more about the ferrari and porche bubble on cnbc. >> we are talking silly money here. who has that kind of money? who is buying? >> a billionaire. offered this year 50 million for the gto and this billionaire turned it down. and said, look, i don't need the money, i love the car. the money doesn't matter. >> i guess it doesn't at this level. okay, good luck to them. moving along, high friday flying edition of street ta

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dow pushing further and

further into record territory. remember it hit that on tuesday and we have just been creeping up ever higher ever since. s&p 500 has not cracked its closing record high but is less than 20 point away. in the meantime, let's do street talk. we have josh lipton with us once again. i want to do stock with our good friend herb greenburg. he has been following this for a long time. what's it doing? >> tempur-pedic with a long pop. they got the okay to make the transaction expected to close by march 18. that stock by the way up some 40% just this year. >> and text time on our hands. h & r block ripping higher. >> bigger than expected losses but they said cost-cutting remains on track. they expect significant earnings. that stock has been just a crusher, up about 70% in the last 12 months. >> and ripping higher -- >> the third one.

there we go. up by 8%. >> nice move here. fourth quarter profit beats but the outlook, the goidance, 2013 sales above consensus. you can see investors applauding that news right there. >> here is one of herb's stocks. >> good news for this truck maker. >> here is what is incredible. stock up 28%. j.p. morgan out with a note, mandy. raising navistar up to 45 bucks. telling clients the ship is turned ahead of plans. >> and went through a bumpy time, so good it's turning around. >> pandora bet are thannet anded quarterly reports. and apple's internet radio service may be delayed. but at least eight brokerages raising on pandora stock. >> our own julia boorstin is there when pandora ceo called it quits. they are keeping a close eye on

the stock. julia, what's the latest on that? >> mandy, right before ceo joe kennedy announced he is leaving pandora, better than expected earnings an stronger than expected outlook. sending stocks about 20% higher an hour, trading p. those gains are held on to even after the ceo said he was calling it quits after nine years. confidence speaks to the great strides kennedy made to help pandora make money from growing mobile user base. growing 111% over a year ago. j.p. morgan's doug says leaving the company well positioned. and new systems allowing radio advertisers to more easily access pandora's ad inventory. but it is worth pointing out, analyst still have concerns. barclay's diclemente is worried about high cost.

and william blair shack art has an eye on the potential threat from apple launching a competitor later this year. of course, mandy, big unknown is who will replace kennedy as ceo. based on market reaction today, there is confidence that a successor will be able to continue pandora's big gains. mandy? >> we are talking of that confidence. let's bring in james marsh from the cnbc newsline. i see james, you hiked recommendation. >> we are bullish on pandora, because of increasings trends into the mobile business. as you know, they have had a problem with that mobile business. showing pretty substantial improvement. i think it is a real influx point for the company. >> who would you like to see as the new ceo, james? >> i won't even comment on that. there are a lot of potential candidates that would love to be at the helm.

they have a lot of forward momentum. >> what about challenges? julia was talking about apple getting into the space later this year. there t is a crowded space. >> i think there is two big challenges for the company. one is resolve by the improving monetary issues and that's the content cost issue. if they get more money per listener hour then that cost issue fades away. i think the risk from the new enchance is looming out there. i think the company did good fending off the clear channel's i heart radio this year. but talk of google and potentially apple getting into the business, i think it -- gives pause here. >> mandy, i spoke quite a bit about competition with kennedy yesterday in this interview. and he said that they have always been competing largely against radio. they think their main competition is radio. if they can can keep people

hooked, people may try other services but want to make sure they have alalgorithm and keep bringing people back. if they have advertisers evaluating them side by side with radio options then they have a chance it scale revenue. >> thank you, julia. thank you, james. have you overweight now with a price tag of 17 bucks on pandora. >> food fight, mcdonald's same store sales down in february but not as much as expected. there is a small line that has people talking and not eating. joining us now from north coast research is bob darington and bob, in terms of that small line, it has all to do with higher taxes, doesn't it? >> well, there's a number ever things that are squeezing the dollars available that consumers have to spend and whether it is higher payroll taxes or higher healthcare cost or just, you know, the cost of daily

inflation. i think is squeezing consumer pocket books and there is less available it spend at meal time. >> so less at meal time to spend not just for mcdonald's but others in the space. who do you think in the fast-food space is going to be able to ride this out the best, bob? >> i think there is a number of companies in that space. jack in the box is an example of a company with a strong niche, good product line. i think the fast fod chains are clearly benefiting from consumers leaving higher priced restaurant like the dardens of the world, who just don't have time for money to sit down for a meal occasion and they can find better meal occasions at chain like jack in the box or paenera bread for that matter. >> why panera bread? >> i think panera has better quality food, experience and when you look at consumer who uses the brand, it is more afliant. they have more money to spend.

and they use panera as often for dinner as they do for lunch. >> what would you avoid in that sector? fz oh, gosh. i think clearly, i have a bias, a cautious bias around the casual dining chains. i think that's where some of the biggest pressure is. i think dardens are well documented. they had weaker sales trends around the industry. that's not new news. i think it is quite a period of time before they get that ship righted. that is one i remain carbs of. >> yesterday at "street signs," we did a special around grains and wheat is an eight-month low with wheat down, coffee prices down and a number of other soft commodities down, input costs getting better for some of the big fast-food chains -- >> yeah, a great question. and the problem with some of those lower grain prices will take a while to filter into the proteins. i think this year, one of the

key things that i think you know, some commodity expert are looking towards is a bett production this year which will give pressure -- or excuse me, relief to protein prices. so i think ultimately that could help more so next year than this year per se. >> tail wind. thank you bob for joining us. >> thanks, mandy. >> up next on "street signs," what the heck is up with tech? big switcheroo for a pair of heavy hitters. you think it is too late to ride the market wave? we will tell you where you can get in now. ♪ [ 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 can help you take charge of your future. ♪

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i'm bill griffith. we will get the trade on which stock can help your portfolio make the winning grade. also this market rally is making some people very happy to open up their quarterly 401 c(k)

statements. we will hear from someone who says your retirement is at risk if you rely too much on are 401(k) plans. and lenovo president comes here to wrap it up. we look forward to seeing you at the top of hour. love how we trend on these things, mandy. >> we do. looking forward to it, bill. if you have been sitting on the side lines during rally, how do you invest now? let's ask david lutz. dave, a number of people have said to me, oh, great, you know, market is at a record high. i totally missed that boat. la do i do now? what would you say to them? >> you know what, mandy, i get that question from people all the time. think one of the safe ef things that retail investors could be doing here is continuing to invest cautiously at these levels. i wouldn't go all in at these levels but i certainly could see a cycling up towards 1600s as we approach may. there is a lot of stress i'm

watching. a lot of sophisticated investors building around may so we have a couple of events going on. the old wall street adage, sell in may and good away, has worked exceptionally well. a lot of history mavens are paying attention to that. we have gotten past sequestration without an issue. seems like house and senate will work together to get the continuing done. i'm watching vix contracts building up stress around the debt ceiling. we will be dealing with that toward the end of main as well. i can start seeing the s&p getting nervous going into those stocks. >> we have been waiting for -- i know you said you are a partial buyer but is there any merit at all in waiting for a dip or is that once again just missing the boat? >> you know what, mandy? at this point we could run up to 1600 and the dip could bring us back to where we are today. i think it is relatively safe to invest at these levels. >> where? >> and to see what may brings well first of all we see momentum going on in the market.

we watch itb which is ishares home building index. that continues to get stronger and stronger. that will drag financials higher and i know we got stress test results yesterday from federal reserve. next thursday, we are going to be getting what the banks had asked for as far as raising capital from the federal reserve so the financials can continue to get a leg. another area that's interesting to us is the gold miners. these gold mine verse been decimated relative to the metal over the last couple of months. and we are starting it see a lot of momentum buying, seeing a lot of volume and velocity picking pup in the gdx and gdxj, junior gold miners. now looking outside the united states, there are a couple of places they should think about. japan, the bank of japan, is warming up printing presses. i know the yen has been knocked down significantly low. but it seems like the financial guys in japan are paying attention to ben bernanke's play book that he laid out in 2003

that he calls for 4% inflation target. so i can continue to see, the nikkei acting well and that's the etf for central -- >> sully isn't here today but one of his prediction says the japanese market would be one of the best performing this year. agreed? >> i'm not going to argue with that one bet. you know, the money will go where the money is getting printed. right now we are seeing a lot of money printed in japan. what's real interesting that people are paying attention to is gold breaking done here in the united states. but you know what? you look at it in yen terms. it is going absolutely vertical. japanese investor and pensions are so acutely aware of what is going on as far as boj steps. it is going to continue to weaken the yen and get a bit under gold in yen terms but more importantly to u.s. investors, forget about yen terms. by the ewj if you believe they will continue printing money.

japanese equities are the main beneficiaries. >> o 0k, ewj is an easier way it do that. and thinking outside of the box, what about india? any chance that is ready to turn and run? ? a good way? run to the upside, i mean. >> i'll tell you, you know what, one interesting thing i read, is credit swiss does this report. it is one of the most inexpensive markets in the asian region is japan. last time they put it on the cheap list, india went over it 14 of 14 times. moody's came back and said it looked like the december quarter is the bottom of the cycle over in india. getting some aleavation. seems like a lot of pro growth measures. we are 150eing investors pick up the indy on the back of that, mandy. >> okay, dave. great ideaes. thank you very much for joining us today. you enjoy your weekend. after the break, more of the

best and worst. well head to the nasdaq. which stock had the bigger wah-wah of the week. is apple turning into google? kind after freaky friday "street signs" when we come back. investors could loseer ]! tens of thousands of dollars in hidden fees on their 401(k)s?! go to e-trade and roll over your old 401(k)s to a new e-trade retirement account. none of them charge annual fees and all of them offer low cost investments. e-trade. less for us. more for you.

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we've talked a lot about the dow hitting new highs, but there is still a fresh 12-year high for the nasdaq. it is the fourth consecutive time that the index has hit a multi-year high. but here's an interesting stat for you. the crack cnbc research team tells us that the equal weight nasdaq 100 index is up 10% year to date versus a 5% gain for the nasdaq 100. who is to blame to putting drag on the nasdaq, apple? first, cnbc's seema mody is here with the best and the worst of the week. >> reporter: a lot of big movers. let's go right now and take a look at ebay. actually the worst performing stock on the nasdaq 100. a bearish note put out earlier this week writing that february shows a modest reduction to growth year over year so that's what weighed on shares of obey, though up a little bit. retail side, ross stores. the company reporting a drop in

february same-store sales. company blaming a delay in income tax refund, though the stock is up better than 1% in today's trade. following news that china is looking to curb housing prices, we saw the selloff in chinese equities. online player baidu down 3% on the week. winning side. semiconductor stocks, mandy, had a great week, mike ron tech hitting a new 52-week high in today's trade and on the biotech side, take a look at vert xe pharmaceuticals, up better than 12%. a ubs analyst says more value is being attributed to their cystic fibrosis and hepatitis "c" franchise. the stock is up 4.5%. >> google has surpaused apple to become the most owned stock by 50 actively managed mutual fund. that's according to citigroup. so is google the new apple? plus, will apple and amazon shake up the entertainment industry once again? we're asking what the heck is up with tech.

joining us is john abel and cnbc's own john carney. john carney, too simplistic to say going zlt new apple? >> google is creating new innovative products. google glass. that's the worry people have with apple is they are not innovating at the rate they used to. there's no big splashy product so i think google is the new apple? when we got a couple of price targets $1,000 a share slapped on to google this week and the big headline that google is the most owned stock by u.s. mutual fund holders, everyone said that's the kiss of death. what do you reckon? >> the kiss of death for apple came when some analyst said that it would -- its price target would be $1,100. look, there's a lot of superstition baked into these things. apple has an obligation to investors to be serendipitously inventive. they are not doing that fast enough for the street, i guess. my own personal theory is that they might be suffering from a bit of a margin issue because they are cannibalizing

themselves. they have to with the ipad mini and with the iphone going down in price. but, look, these things go in waves. google is riding very high now, and they have a very good reason, to but i wouldn't count apple out at all. >> there's a really interesting headline going on, and i'm wondering how significant this is, john abel. with regards to digital content, there's the possibility that amazon and apple would be allowing systems that allow the resale of digital content, things like e-books, music, movies, et cetera. what is that going to do if indeed it gets through? >> you know, i don't think that this is a huge revenue play, about it certainly is something which people like me would love to see because as we all know, you don't buy an e-book. you lease it with an option to read. there's nothing can you do with it, and it's a darn shame, because every other physical media we have we can do something with, give it away and sell it with a penny. can't do that with e-books or

music and a crying shame. >> legally this has to happen. we're going to be able to trade our e-books with other people. just like you can when you buy a physical book. eventually we're going to catch up to the point where just like you can go into a used book store, you'll be able to go into a virtually used e-book store. there's nothing apple or amazon can do to stop it so they might as well become the used e-book store. >> why is that? >> don't get a used book until somebody buys it in the first place. the used book business didn't wipe out the new book business. >> you think it's something that has to happen? >> it has to happen or there's legal companies with companies not allowing it to happen because it looks like they are trying to monopolistically control the resale market and that is a big danger. i think they have to allow you to resale. >> john abel, who do you think is the big losers if indeed this happens? >> the publishers stand to lose

a little bit in terms ofbacks, reprints and things like that. somebody has to pay it and e-books are overpriced and when amazon tried to sell them for ten, they brought the wrath of kahn upon them by the big five. the book will go for 12. i'll be able to resell it or give it away or to the library or to my daughter's school, it -- the after market might be affected but not the first market. >> i'm going to put you on the spot, john abel, as our final question n.september of last year we had apple at record highs and everybody loved it. it was the market darling. now topsy turvy world. google is the market darling at record highs. this time next year, who is going to be the market darling in the tech world, do you think? >> you know, this time next year i think they will probably be neck in neck. i think all of the apologizing that apple is being expected to do will go away and google is not going to slide the way apple has. >> google won't sly the way apple has, but apple has way too

far to catch up. slid really far down. i don't expect them to come back that quickly at all, so google will be where it was last near. >> from 700-plus last september. >> dow to boast you, the two johns, thanks so much for joining us. coming up a dinnertime staple with a neon glow might have to change its iconic hue. you confused? stick around to find out what we're talking about next. [ indistinct conversations ] [ male announcer ] when you wear dentures you may not know it, but your mouth is under attack.