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or the 900 million health insurance claims we process. so, it's no surprise to you that companies depend on today's xerox for services that simplify how work gets done. which is...pretty much what we've always stood for. with xerox, you're ready for real business. departure. hertz gold plus rewards also offers ereturn-- our fastest way to return your car. just note your mileage and zap ! you're outta there ! we'll e-mail your receipt in a flash, too. it's just another way you'll be traveling at the speed of hertz. all right. l let's look at the markets right now. a little bit of consolidation with the dow jones industrial averages down 39 pointses and

the s&p 500 is off 2.5 and the nasdaq composite is off 6 points and not surprising, ty, because we are going into the weekend. >> yes, the dow is going to rally like the miami heat to keep the win streak alive. sue, have a great weekend and a happy st. pat rrick's day for y. that is going to do it for all of us here at "power lunch." have a great weekend. >> that is going to do it for s us, and "street signs" is next. well, the friday luck, will it finally run out? incredibly the dow has been up every friday this year, and ten in a row coming into today and we will ask if this market will soar, float or sink from here. the surprising tech stock that one of the world's best money managers loves and you may not believe the name. and plus, 1 billion ways that the tech titans can help society and real millionaires, and don peoples on that sector.

mandy? >> the friday streak is in clear and present danger. it is down today, but before we get all negative today despite the decline on the dow, the other averages are net-net up again for the week. if the dow does turn around, though it is a long shot and be up for the 11 straight day, it is the first time since get this 1992, ie, over 21 years. we will get right over to bob pisani at the nyc, and you know, bob, a lot of the witches are out, and the s&p 500 quarterly as well, and what can we expect towards the close? >> a lot of volume. this is interesting ones, and a lot of them are quiet, but a lot of buybacks in this quarter and big names are going to see action. this what you want to watch for at the close, we can't predict the prices are going to go, but exxon and at&t and pfizer have been doing a lot of buybacks this quarter, so they have stock to sell, because they are waiting in the s&p 500 and the market cap weighted index is going to go down, so there is stock so sell, and exxon and at&t and pfizer.

citigroup is the only big company that is going to have stock to buy. they added to the weighting in the s&p 500, and i will watch this going into the close, but in this meantime, what will happen next week? this is some interesting stats, because we have ten days left in the quarter. laok at the numbers. the s&p 500 has been an incredible one, because we are up 34 of 51 trading days, and that is 66%. and here is something interesting in the s&p 500, up 10% for the quarter, and putting up the next screen here, long short hedge funds and look at this smart money underperforming the main bogey, and look at this, half as much, and why am i bringing this up? because you are going into the end of the quarter, and man dirks a chance that -- mandy, some chance that you will get performance chasing that might enhance the markets overall, but it is a significant underperformance by the hedge funds. >> it is. thank you, bob, for pointing

that out. over to you, brian. >> yes, it is. and by the way, the hedge funds are earning the 2 and 20, right, folks? we do a lot of interviews here on the cnbc, but there was one interview today that got a lot of people's attention. >> i just started investing in stocks which is new for me, because i'm a big -- i'm an advocate of put things in the bank and put it in a cd and lock it away and be safe, and i have been pushed kind of forward to take chances, and i'm learning a little bit about the stock market. >> twitter done blown up with that interview with actress mila kunis. here are some of the responses. jpaskin, and fleece the top. we get the point. and this one, wasn't it rockefeller's shoe shine guy who got him out of the market with a similar comment? yes, it was a shoe shine kid, but you get the point. when everybody is talking about stocks, do you then need to be nervous? we have talked about blimps here

on "street signs," so we want to know if the dow for the rest of the year is going to take off like a beautiful rocket? cruise along slow and steady like a big fat slow blimp, or with actresses talking stocks end up like a rambling wreck. that is the best i could do on a friday. >> well, of course, we are asking you, which of the markets is it? let's bring in cnbc contributor dan greenhouse and randy brenner head of the alliance securities, and dan v a crack at this, which market do you think it is, the blimp or something more dramatic? >> well, i have never been in a rocketship or a blimp and i have no idea what that third movie is, so i can't say, so our view is that the market will finish high higher. there is near term stuff to worry about. we have two charts and the first of which should be the s&p 500 going back five years or so, and you can see that there are periods of time in the short

term, a pullback of anywhere from 5% to 7% or so before ultima ultimately pushing higher. there it is. we think that we are in the middle of the trend and it is likely to continue and that is corrobora corroborated in the short term here by how far the s&p 500 has been drifting from the two-day average. the last couple of times you have gotten this far away from the two-day moving average, there is a little bit. correction and right now it does not affect the longer term view, there is no reason why it should not happen. >> and hey, a nice shoutout in the morning note today, but we are trying to make a note as bob pisani has noted in the last 61 trading days with rehigher, but i don't get it. there are no new catalysts out there to cause this newfound optimism do you? >> no, it is the same catalysts that is feeding it this year and the last year and that is the fed with the pedal to the metal. given ben bernanke's speech two weeks ago, the fed will stay pat, but as people realize that

bernanke's term ends in january and six or so more months left, it is a perfect fit for a sell in may and come back in november, so as far as the scenarios goes, the dow will be higher from here, and a significant correction 10% or so maybe over the summer, and then, maybe towards the end of the years, we will start doing better again, and we will hit the highs earlier, and we will not be at the highs at the end of the year. >> and if i could jump in, what does the end of bernanke's term, because he is not replaced with with a hard money guy, and replaced with janet yellen who shares and if not exacerbates his views. >> is absolutely incorrect. what is going to happen here is that bernanke is the one by far and away influencing the rest of the fed. you heard it two weeks ago on a cnbc from kevin marsh who is the one who is doing it. janet yellen does not have the influence that ben bernanke has. so you will see the hawks getting credibility, and start getting a lot more influence once it is realized that

bernanke is going, and he is gone. >> and hold on. first of all, it is kevin war, and janet yellen is second in charge and she is going to be the chairman when he leaves and the idea that somehow he is doing this all on his own is utterly fanciful. it is not borne out at all with conversations. he might be in charge right now, because he is the chairman, but the idea that janet yellen does not share the views an endorse them further upon ascending to the chairmanship, that, my friend, is not borne out here on earth that. does not make sense. >> well, i disagree with you wholeheartedly, because the fed talks are going to continue to gain progress through this, and what you are going to see is that yellen does not have the influence that bernanke had, and so i am looking for the fed to start to hit back, and as it hits back, the market is going to fall back, and i'm not talking about a significant correction, and you said 5 to 7% and i said 10% and how far away are we. >> i appreciate that, and we have a bid and offer and it is fantastic, and you agree with

yourselves as far as where the market goes, so my question is, if we do drop, then, whatever happens with the fed, what is the catalyst to bring us back up, because it can't be random fed optimism, can it dan? >> no, be clear. the idea that the market is only at 1560 because of the federal reserve easing is not borne out in the data. certainly no one is going to sit here certainly not me to argue that the fed is non-existent in terms of the reasons for the market to be higher, but to say that of course the market is going to go up and the fed is easing is what we have been hearing for five years and it has not been accurate. margins have improved and optimism improved a on the economy improving and there is no reason to think -- >> well, to andy's point of there being a correction of 10%, what is the trigger for that, andy? >> well, the trigger for that would be the fact that once the perception of the fed is cutting back and whether they reduce qe by 20% or whatever the case is,

they won't raise the rates in the near term unless of course the economy starts to heat up, and people are going to be panicking and there is going to be a sell-off, because they are going to be afraid that fed put is going to be gone. whether it is gone or not, the fed will probably keep it easier, but there is a lot of speculative money in the markets right now, and i think that the money will find its way out. >> andy, i'm a simple guy and i like the car analogies so we don't need the fed to hit the brakes, but when they take the foot off of the gas and stop the actual purchases in the mortgage-backed market, stocks will drop? >> that is my view. >> okay. bottom line. thank you dan and andy for joining us on the show. have a nice weekend. >> fiesty. the s.e.c. announces the largest settlement ever in an insider trading case and it has to do with an affiliate that is going to be brought to us at 2:00 p.m., and scott cohen is fo

following it, a wnld le brind w you headlines as soon as we get them. and we will tell you why bill miller is a fan of groupon. and two big ships and two big problems with carnival. what is going on with that cruise line? we will dig in. making it easier to try filters and strategies... to get a list of equity options... evaluate them with our p&l calculator... and execute faster with our more intuitive trade ticket. i'm greg stevens and i helped create fidelity's options platform. it's one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. ...amelia... neil and buzz: for teaching us that you can't create the future... by clinging to the past. and with that: you're history. instead of looking behind...

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there a lot more to go, and the stocks are cheap relative to the bonds and cheap relative to the absolute levels that you

would see in normalized bonds and if the treasuries go to 4% or 5% which is where they should be in a normalized world, and we had 10% treasuries in a bull market so that is not a impediment to stocks. >> that is bill miller on "squawk box" this morning and took us by surprise, too, because miller was recommending groupon and herb is here, and your take on bill's views of the market before we get to groupon? is. >> well, the views on the market -- i don't know that i have any opinions of his views on the market. >> that is all we get? >> well, no -- >> and that is -- >> well, i wanted to talk about groupon, because i think that he re really is -- this is a company that is still a company that is in search of a business, and the good thing is that andrew mason when he was out and when he made this comment is why? in other words, it is a speculative bet and he knows it, and that's it. >> this is what bill miller had to actually say about groupon. >> i like stuff that is beaten

up than that and cheaper than that, so a company out in his way that we really like is groupon. and so, you know that is, i'm more attracted to the stuff that has warts on it and hair and that stuff. >> you like groupon? >> i like it a lot, yes. >> it has warts and hair and he said fantastic opportunity, and you don't agree? >> no. >> no? >> no. >> you don't like the warts and the hair? >> no, he says it has the warts and the hair, but i'm at the point of thinking that he knows that he can say it, look, what changed today? because the stock is up because bill miller said something. that's it. >> the expectations are that low. >> and he runs a very big mutual fund and it is unusual, and miller has made some bad bets and he beat the s&p 500 for 15 straight years, and that is a record and he made bad bets and he is not perfect, and eastman kodak is one, and it is not unusual for bill miller to say that name. >> i is highly speculative name. >> have you used groupon? >> i never used it.

for a while i signed up and i just had to get it off of my phone. >> okay. you could use a 20% wart removal on their product. >> and a haircut. let's bring in andy kessler a former manager and andy, we would like to talk to you on all sorts of things, but since we are on the topic of groupon and i know you don't want to go into detail, but any thought s of wht miller had to say today? >> well, people think it is a tech company, but it is more of a smam krpam kree ycreator to s zillion e-mails and those in the mutual business like to talk long on the funds, and long-only fund, but i don't see it until the new management comes in to turn it inside out, i'm staying a wai away from it. >> and andy, a lot of people may not know about your history, very successful hedge fund manager in the '90s and got out of the business at the right time and now you are an author and thinker, and we will get to

one of your pieces in a moment, but if you were a hedge fund manager, and you see the stats and the ten days of stats up, and what would you be doing right now? >> i would take it and throw flit the garbage. i ignore all of those things, and to me, like to look at the trendser and the biggest trends are the proliferation of smartphones today. and samsung has the new galaxy s4 and the iphones are ripping and so you have smartphones on one hand and the social networks like facebook and twitter on the other hand, and i would not even bother with the stocks. what you have to do is to peel back the onion and look under the covers and find all of the things that happen because there's millions of smartphones and 1 billion users on facebook and things like flash memory in demand, and cloud storage and the big pest thing going on is byod, and bring your own device, and enterprises don't know what to do when the ipads and the iphones show up, so stack of

companies in the wi-fi ae spasp and the security space, and that dealing with the phones, and huge investment with those areas whether the market is up or not on friday. >> and any particular companies that stand out for you, andy, in particular to the stocks? >> well, i worked on wall street for seven years and my series seven exam has lapsed so i don't like to pick the names burk it is not hard to figure out, because every time a video is the captured by a go pro thing on the top of a surfer's head, there is silicon in there that deals with the video, and other services that move it around and so will there's companies like isupply that rip apart the iphones and the galaxy phones and rip it ak part, and you can see all of the silicon companies that do it. but each one of them is a soap ope opera, and each segment is a, company is doing well or not doing well and maybe they have

recently became public and two quarters later they blow up, and that is when you pile in the stocks, and not necessarily right after they go public. >> andy, this is herb, and in the end, we are looking for something disruptive, because that is ultimately what you are all about right now. >> of course, of course sglch t sglchlgt. >> and instead of something there. >> yes. >> you had an interesting op-ed and most of them are because you are a great writer, but if tech wanted to change the world offer a $1 billion prize to entice people to cure cancer or solve hunger problems and are you saying this is possible or are you saying shake up the way that things work. >> well, history shows it works. last month sergei brennan and his wife, and the mark zuckerburg and they put up a bunch of money and the generosity is admirable for a breakthrough in life science prize. but it was a prize without a contest and a bunch of smart scientists and academics that each get $3 million award, but, you know, it is supposed to spur

medical innovation. i think that it will do no such thing, and it is more like the macarthur prize of the namby pamby prize of good tech talks rather than spurring innovation. so if you go back to the industrial revolution and the longitude prize and a contest with a huge prize for railroads, and lindburg won the prize and the human genome prize and the guys sitting on tens of billions of wepalth, instead of $3 millin at a time, put up a big hairy audacious goals, and cure cancer or pill to cure obesity. >> yes, do it properly and make it a real contest. great idea. thank you very much for joining us, andy. thank you very much, herb. and better than the stick version by the way. there is a hashtag war brewing between the two social networks.

julia boorstin has the full report for us. what are we looking at, julia? >> well, mandy, twitter hashtags are valuable, because they organize conversations to pair with ads so it makes sense that facebook would embrace what they invent invented to make posts as searchable as photos are when they are tagged with people. a filter of trend iing topics le we see on twitter could help to unify facebook conversations for marketers and brands and drive public conversation and like twitter hashtag encourage for the search. the ceo of facebook mark zuckerburg referred to it when he referenced grass search. >> we want to view all of the posts on facebook which is another big job that is really

exciting. >> so what does this mean for twitter? on the upside facebook embracing hashtags could engage people with twitter by edge gating them about the complexity of twitter speak, but twitters should look out, because facebook is looking to cut into the ad revenue projected to hit $550 million this year according to e marketer. and imitation may be the best form of flattery, but it is a sign that facebook is going to learn from twitter's success, and mandy, it is going to be a while before facebook rolls any of the technology out, but right now it is something they are investigating and experimenting with. >> thank you for the report, julia boorstin. >> back to groupon here. here is the question of the day. do you think it is all right to use groupon on a first date. and you meet a nice girl or guy and you go out, and check comes and hopefully they pay if it is a guy, and they use groupon.

go to street survey or to@streetsignscn to@streetsignscnbc. >> and we reserve our views on that. >> no, i say, dump him, he is cheap. >> and a competitor for all things beauty. >> and we will talk to one of the names in real estate who is don peebles who is waiting over there, and what is really going on with carnival cruise lines. two big problems in two days. we will begin. n a for a final g. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it.

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real investment chief investment officer rogers said that he loved commercial real estate and he said that we are in the early to mid innings of a blood global real estate recovery. joining us from the people's corporation, a man who knows a thing or two about real estate, don peebles. do you agree with john rogers that this is the beginning of the commercial real estate boom for a couple of years. >> yes, john is a good friend and insightful. in terms of gateway cities we are in the midst of the boom. if you look at miami and new

york city, it is exciting the terms of the real estate, and that is where the comeback is coming residential side. >> and where else other than residential, because with the umbrella of commercial, you can go into the luxury hotels and going into the class a offices or what kind of areas do you believe have the best upside from here? >> again, hospitality, and new york city, the best hospitality market in the country, and miami, the same, and washington, d.c. hospitality, and chicago and dallas, and so you will see the hospitality growing. on the west coast, san francisco and los angeles, hospitality. >> you are rich now, and really rich, but you didn't start rich. how can the u vooers who are not rich now start to get rich, and where can they invest on a small scale where they are now? >> well, look at buying existing

properties if i could and renovating them, if we could, because residential, and things that people can afford. doing it where i am reaching a broader spectrum of the marketplace and there is no real new inventory in at least five years and in most major markets nand many and in many of the years seven years. the faucet was turned out in 2008 and finally turned back on and tremendous demand, there and as the job market continues to improve and unemployment declines and the real estate val u yoos values recover, it will get people moving in and out of their homes again. >> and what about the market if you want to be invested in them, you might have missed the boat, that already the best gains have been locked in? >> well, in miami, that market came back much quicker than people expected, and so there is no real value in terms of distress there, but i think that the trajectory is still s going upward. so again, i'd look at more

mid-market housing and affordable housing, because top end is pulling everything else up. >> would you invest in the stocks? >> no, the best investment for sus our own businesses. >> but i have to imagine it helps, because some people say that housing is counter stock market, because houses up, and stock market down. because of the equities, because that i can rise together, can't they? >> yes, they do. in new york city, and the met metropolitan area of new york, the stock market has a lot to do with the value of homes, and the bet ter stock market, the more liquidity and the buyers there are because of the compensation in the financial industry set. and in places like washington, d.c. and others, more americans are invested in the stock market and feel better about it and make more money and put it in real estate. >> and you bought a huge new building in new york in try beck car, and you are going to make it into -- tribeca. >> yes, we bought the former new york life headquarters on broadway and leonard and we are going to build if best condos in

that market, and bring a new standard down to tribeca, and we are excited about that market. you know what was the most surprising aspect is the amount of capital that is available for real estate deals now, because the financial markets have responded to real estate now. >> inner city living, and i love it personally. thank you, don peebles. coming up, bizarre rambling and sexist, and no, not "street signs" -- >> don't point at me when you do that. what is that? you can't do that. bizarre rambling, andis exism. >> well, those are a few words that one tech writer used to describe samsung's phone launch, and we will talk to her. >> and her and cramer at each other's throats a over a hot stock. today's chart -- >> they are getting hot. >> and today's chart might declare a winner.

it is "street talk" time and today it is a makeup and electronics and copper kind of segment. i don't know how the put them together, but we will make it work. and ulta is tank iing. >> bad guidance and down 17%.

this is what happens when a high flier disappoints. they see the first quarter is below the estimates, and credit suisse says that the problem is gross margins. they believe the margins to rebound, and they kept the target at 110 and goldman sachs cut their target from 117 to 119, and if you want to find good news, the pe is down to 42 on ulta. >> and if you have heard it is a sony the here in america. >> no. >> and it is a sony and it is soaring. >> yes, sony and we never say sony and soaring in the same sentence, and she sells seashells down by the seashore. the company could be profitable in 2014 due to smartphones, and they have a new -- they need help naming stuff, but it is a phone that should be for sale in the u.s. and they will post a $1 bi billion operating loss which is

100 billion yen loss. >> it works in japanese, because it sounds better in the real langua language. aero pose tail is a -- eaer aeroposta aeropostale, because they have dropped in forecast, and they say that the poor results are because of lackluster customer response to the core items and the fleece tarngd stuand the sty everyday. this stock is down 32%, and a o aeropostale has had a difficult time getting it right. >> and this one is built in together. >> well, retail sales consulter said that video games were down 25%, and get this, sales have contracted on a year over year

basis on video games every month since december of 2011. everybody is moving to the tablet. and the games are about a quart over the price. >> and this is where we bring in the copper side of this "street talk" and it is a wrap around. >> and only 1.6%, but goldman sachs upgrading the stock to a five and they are bullish on copper the commodity, and also with a deal that fcx did is done, and keep in mind that two years ago this was a $57 stock and nearly cut in half. >> not looking good. okay. let's add another hotly debated stock vernetics, and we will bring herb back on this one, because it is your turf. >> we have talked about this company for months and months and months and it is a patent company, and this is a patent story and as i tried to stay from the beginning and i went back and forth with jim on this, and the bottom line is that you don't know what is going to happen with the courts, and you know with patent law, and you know, because you are a lawyer --

>> i have a law degree, which makes me an idiot with a piece of paper on the wall. >> well. >> and people did not expect this stock to tank, and other legal issues going on, and i don't know how is it going to go on, but with patent issues i say it over and over again and this company had so little and people were hoping for so much, well, something happened perhaps, but, you know, how i feel about this. >> and i have said that i have given talks at patent conferences and i focus more on, that and patents and companies like virnetx where patents can become nil overnight, and all of the sudden the paper on the wall is worth zero. >> and if there are royalties maybe not what people expected and payoffs to other entities.

and tonight, one more thing, happy anniversary, jim cramer, and i was happy to be doing the east versus west segment with him on year oneb and we did it for one year. >> he was all up on your grill on virnetx. >> well, it is that he is right sometimes and i'm right sometimes, and nobody is always right, and that is the moral of the story. >> thank you, herb. >> the curtain has been fulled back on the samsung galaxy s4 phone, and what is your reaction? >> well, product wise it is what i expected. when we talked yesterday i said that the phone would look the same and faster processor and better screen and the emphasis on the software and unconventional uses for the camera and new uses for the software and we got that. well, this is how it will affect the overall smartphone markets. the game changers were appli iphone 4, and that is because

they exceeded samsung's sales in significant ways and building on the momentum since. i did not see anything in samsung's presentation which was over the top, and cheesy by the way that reminded me of that, and nothing to fundamentally shift the market. iphone 4 had the retina display, and galaxy had the vibrant energy screen, but that said, s4 is looking great and could take the wind out of nokia and blackberry and as i said yesterday, those guys in 2012 already had unit shipments down 25 to 55%, and the marketing spending, you could should expect from apple and samsung is more than anybody else in the market can match. for the others to grow, they have to figure out some standout feature and the ball is in apple's court soy expect them to make some software changes with iowa 7 and with the look and feel of iphone 7, it won't stay

the same, guys. >> the fact that apple is up today, because of the revelation about the s4 was not that groundbreaking showing that there was some relief in the apple camp. let's bring in marley ward who says that the event was in her words tone deaf and shockingly sexist. >> i admit it is looking like bad vaudeville, but nonetheless, why sexist and some of the other things that you are criticizing it for. >> bad vaudeville is an accurate portrayal, and my problem with this show in particular is that i know that samsung was trying to create a presentation that was humorous, and maybe satirical, and trying to create skits that would demonstrate is the features of the phone, but the problem is that satire and comedy is difficult to pull out,

and especially with stereotyped women, especially talking about tech and women in america, it is bad form. >> we had a couple of individvip clips and reached out to you, because there because woman acting drunk and what did you see that sort of ticked you off? >> well, the sheer number and every woman featured on stage was some type of uncomfortable stereotype, and woman in opera gloves and a gaggle complaining about the fingernails and showing off the big ring and wanting to marry doctors and cheesecake and emcee saying she should shut up and not the talk to her anymore, and it went on and on and everybody on stage was some lame stereotype, but if you have to pile on the 10 or 15 ones about women, it is too much. >> and it is a bad acting and vaudeville aside, does it change your views about the phone?

does it cloud your views about the phone? did we come away thinking about the phone anything good, or are we so overshadowed by the bad vaudeville on stage? >> well, the phone will be fine and the good thing about samsung is that only the tech media watched it and maybe a short flurry, but the phone will be fine. they will have a great seller on their hands, and there is good technology in there and like the reporter said, nothing in there that is a killer feature. i hope that we can continue to have the con vversation about women and tech and women in america, and thank you to cheryl sandberg, but okay. >> if a well respected journalist like yourselves comes away to not mention the phone and others were thinking the same thing, they could be hurt, because if they don't get good reviews. >> well, they do have a problem, guys. >> let jon fortt jump in here. >> it is not just women, but dancing kids and dads might be offended, too. >> my dog was really upset. >> steve jobs used to say that apple thrives at the intersection of technology and

liberal art, and sort of understanding the culture in that way, and samsung shows that they don't have the same understanding, and we will have to see how that plays out in software and services, and that is where a lot of people expect the game to be moving f. samsung does not get smarter about that thing, it might mean that the phones don't keep pace in the future. >> and marla, the last word to you. >> apple's appeal is they they were the coolest guy in the room, but samsung was trying to creep in, but they have really taken a step back. >> they have uncooled themselves. and especially to the women. >> yes. >> thank you. >> my pleasure. >> and groupon meets all things beauty so what could be the next big thing? we will talk to the ceo. and carnival cruise line passengers can't catch a break p and yet another carnival cruise, and a different one from

yesterday, folks, is reporting problems. why is carnival cruises turning into a three ring circus. what is coming up? >> well, you know, j.pmorgan executives are under fire on capitol hill attributed to the whale. and we have found someone who says that jamie diamond does not understand risks and he should be removed as ceo. and what should the investors see first? do we go to 15,000 first or lower to 14,000? both sides of the debate coming up. and famed hedge fund manager bill miller turning bullish on apple and should you follow his advice and take a bite out of the beaten down stock. well, it is not looking good for the bulls today, but we will see if the street can continue after the closing bell after "street signs" after this break. [ male announcer ] time and sales data. split-second stats.

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prescription celebrex can help relieve arthritis pain so your body can stay in motion. because just one 200mg celebrex a day can provide 24 hour relief for many with arthritis pain and inflammation. plus, in clinical studies, celebrex is proven to improve daily physical function so moving is easier. celebrex can be taken with or without food. and it's not a narcotic. you and your doctor should balance the benefits with the risks. all prescription nsaids, like celebrex, ibuprofen, naproxen and meloxicam have the same cardiovascular warning. they all may increase the chance of heart attack or stroke, which can lead to death. this chance increases if you have heart disease or risk factors such as high blood pressure or when nsaids are taken for long periods. nsaids, like celebrex, increase the chance of serious skin or allergic reactions or stomach and intestine problems, such as bleeding and ulcers, which can occur without warning and may cause death. patients also taking aspirin and the elderly are at increased risk for stomach bleeding and ulcers. don't take celebrex if you have bleeding in the stomach or intestine, or had an asthma attack, hives,

other allergies to aspirin, nsaids or sulfonamides. get help right away if you have swelling of the face or throat, or trouble breathing. tell your doctor your medical history. and find an arthritis treatment for you. visit celebrex.com and ask your doctor about celebrex. for a body in motion. tonight, we are celebrating eight years of madness with jim cramer. a after wild ride, we are back at all time highs. don't miss 8 for 8, the top moments since the show began tonight at 6:00 p.m. eastern right here on cnbc. let's look at groupon, because that stock sup more than 6% and off of the highs today, but a pop nonetheless. and the reason because legg market bill miller said that people don't understand it, because of the data they

collect, and he likes it. so at fwe ging of the show, we asked you to tweet the opinion of whether or not it is cool or whatever to use a groupon on a first date. you are out with a nice boy or girl and hopefully the guy is paying and busts out a groupon. here are some of the responses. rodney says, well, as the number one groupon expert, hell, no. okay. maybe if the date sucked. and christine said, well, it is not okay to use groupon on a first date because it is tacky. do you agree, mandy? is. >> yes, it is tacky. but another viewer said we are in a recession and it is an easy way to save money. fair enough. whatever floats your boat, but personally i think it is tacky. and a nice walk in central park is very cheap and you don't have to use a coupon at all. and we introduced you to a company that could be a threat for groupon even though you cannot use it for a first date

unless you want to be creative. it is called lifebooker.com where you can find and book discount beauty appointments, everything from a haircut to massage to wax, and you get the idea. we are are joined by the co-founder and dana, thank you for joining us on the show. remember, we were trying the find open table meets groupon or how would you describe it best? >> well, lifebook ser a service that works with local services to link with customers to search for services like a haircut or massage and they can compare prices, ratings, and availabilities and book their appointment on line. >> are you making money? >> yes, we are. >> how much? >> last year we had $28 million in commerce and resulting in $6.5 million in net revenue. >> why is this model going to work for some and fail epically for others? >> i think that it really comes

down to scaling through technology. so, unlike sites like groupon who paid a lot for customers, you know, they paid on average $20 a customer. >> the cost of acquisition of a customer was very, very high, right. >> right. >> and you are paying the riders, right. >> yes, we are focused on scaling the merchant and acquisition through mergers and partnerships. >> how do you feel you are doing it better than other people out there? >> well, so far so good. it is still something that we are working on burk i think that we are doing a good job. >> are you planning to add new features? >> yes, in the next quarter we will release a product extension former chants the use our marketing and discounting technology their own websites, for their own customers. >> and for those that are interested, go check of lifebooker.com. thanks for coming on, dana. >> thanks for having me. coming up next on streetsigns, yet another problem for carnival cruise lines. so what the heck is going on? is it bad luck, bad boats, bad

food? we're going to discuss, coming up ahead. no they don't. hey son. have fun tonight. ♪ ♪ back against the wall ♪ ain't nothin to me ♪ ain't nothin to me [ crowd murmurs ] hey! ♪ [ howls ] ♪ at a hertz expressrent kiosk, you can rent a car without a reservation... and without a line. now that's a fast car. it's just another way you'll be traveling at the speed of hertz.

another ship at carnival cruise lines is having problems. this one is called the "carnival legend." the company says the ship is experiencing technical difficulties making it sail

slower. passengers will have to skip the last stop on grand cayman in the caribbean and go straight back to port in tampa, florida. folks, this is four ships in one month having issues. what the heck is going on at carnival? joining us now is former guide, travel expert, and rachael rothman from susquehanna research group. rachael, listen, crl is down today. it's off a couple bucks from its recent high, but it's not getting crushed over the last couple of weeks, which is surprising, given these problems. what the heck is going on at carnival cruise lines? >> from a stock perspective, i think what you're seeing is investors actually becoming slightly desensitized to issues of this type, which is something we've seen happen in the past with the fast food stocks, when you have many food-related illnesses, one right after the other after the other. the first has a big impact, and then if you have another, they begin to wane. so i think what you're seeing here is the lingering effects of

people being worried about macrofears in europe and the realization that 2013 may not be the great year that people had hoped, given the easy compares the from last year, rather than real headline risk associated with more incidents along the ships. >> why carnival? it always seems to be a carnival cruise ship that is having these problems. is there something specifically wrong with their boats? why not other particular cruise lines? >> you have to remember, carnival is the biggest, so it has more boats than the rest, so more things can go wrong. but having this many incidents in such a short period of time wi, i say, raises red flags. perhaps they're cutting corners on maintenance. it's impossible to know, i am not an engineer, but i know this is going to hurt the cost of cruising. it's going to mean that cruises are going to be much cheaper soon, and not just carnival, this is a black eye for the entire industry. >> so if these cruises are going to be cheaper, and that means that cruise lines can't charge

as much, is that going to hurt the profitability of the entire sector? >> i think that's a good point. you're seeing royal trade off as well. royal is off its are recent highs, as carnival is enough. if you cut price enough at one brand, it's going to impact the pricing at another brand. and i think what you're seeing here is the issues that carnival's having, generating demand, and the price actions that they're taking in order to stimulate that demand, people believe, will read through to both nor weenwegian and to roya. >> rachael, pauline, we'll have to leave it there. we have some breaking news we have to get to. thank you very much for joining us. scott cohn, moderating the s.e.c.'s conference call about the largest ever insider trading settlement. what are you hearing, scott? >> actually, again, it's sac capital. this was the case that seemed to be getting new s.e.c. founder steven cohen. the corporate entities, according to the s.e.c.

officials, appear to have resolved their situation, but individuals still could be accused, and in fact, a couple of individuals, most notably, matthew martoma still faces criminal charges and has pleaded not guilty. his attorney says he's still an innocent man. and the s.e.c. says this insider trading probe that is five years old now is not over yet. >> thank you so much for the breaking news, scott cohen. coming up, bottoms up for the number two group. up. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens. answers.

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