three and the nasdaq is up just a fractional percent. ty? >> sue, we'll see you when you get back here. thanks for watching. we'll be back with you tomorrow. >> have a great afternoon. "street signs" begins right now. >> and welcome to another episode of "street signs." stocks continue to ignore north korea and europe. is it really all about health from housing? your guests break it down and bring some big time stock breaks for you. is it a big deal or a big yawn? >> plus two stocks already this year. time to buy more or take your money and run? and is it time for carnival cruise lines to simply stop sailing if for a week and get its ship in order.

>> she will be back next week. here is how things look at the 11:00 a.m. pacific time. the markets are higher, not by muj. a little less with nasdaq and s&p. keep in mind with everything going on the dow is still up 11% this year. bob pisani, we are not soaring and we are also not collapsing. blah blah blah. why are we holding up and shrugging it off so well. >> so the world backstopping everything. saying he will continue to support any government and any bank that needs help. take a look at what's going on here. here's the problem. we have got the trade in japan

but it's competing against weak economic data. stocks dropped when we got the disappointing jobs. we have got the adb. the whole string of disappointing economic numbers this week. then offall. hoping for some kind of bounce here. these have had a terrible week or two weeks but nothing is really happening here. this doesn't tell us much right now on the stock market. and you want to see how defensive the market has gotten? one of the hottest etfs is the power share. it's consumer stocks and util y utilities. you can buy it as a singing stock. here is this. people are piling into low

volatility names because that's what has been working. you want to have better names. you get defensive names like this, it tells you something. >> it really does. another great chart. let's hit that news. you folks saw it at the bottom of your screen. a judge reversing a $482 million claim against j & j. they will not have to pay that money. look at that. has to do with a stint patent owned by radiologists. given the overall markets, here is our thesis. the recovery is a dwraeter counter weight to the problems over there. wherever there may be. chief investment officer, mainstay capital ceo are both

joining us. housing is more important than those problems. true or false? >> i think that's true. it's an extension of what's going on in manufacturing, too. we have a cheap housing market and a cheap currency. and the growth and values is certainly helping sentiment. >> that's going to be tough to tell. one of the concerns i have had is for the last three c consecutive years we have been growing at a lower rate.

that is a concern. a lot of it is the head winds coming from europe, we thought there would be a lot more going on. is housing great enough to overcome all of these other worries? >> housing is an important factor. we are looking at one to one and a half% growth. as it continues to grow in this secular bull market. if you combine that with what's happening. we have sales on the rise. housing on the rise. we can look at europe in two ways. europe is a drag on global growth. when you look at the problems in cyprus, the problems in europe,

i think investors there are looking at the u.s. as maybe a better place to put the money. talk about money coming into the capital markets. >> it has been a bit of a multiple expansion. but every time we go higher on the dougw, doesn't the dow look therefore less attractive? >> we're getting closer to fairly valued. we're not stretched on a price to earnings multiple. where else do you put your money? where else do you go? stocks remain the most attractive asset class. we are not stretched on valuations. if you look around the world and other classes, stocks remain one of the most attractive.

>> it suggests to me that there are a lot of reluctant buyers that probably would like to own bonds but they can't. and i think that this is a prodding that is going on. pushing stocks higher. the question is how long is it going be like that. >> before i let each of you go,

jack, quickly, give us ideas are you're advising your clients to put their money right here. >> u.s. financials, probably a good place to be. if you want to own international, hedge back to the u.s. dollar. >> and david? some ideas for our investing public? >> we like housing, like financials and we like japan. hedge for the currency. >> and we're throwing up ideas. eagle materials, one specific name. gives us a dividend yield. and nice income stream with nice

returns. >> thank you both very much. are things beginning to calm down a bit? doctor freidman, are they? are they ratcheting back su just a bit today?

>> the problem is they have lost credibility. they have to get you more and more excited. the u.s. is tired of the game. instead of pleading for negotiation, is basically said okay, we're going to send bombers. we're going to eventually send defensive missiles to guam but we're not going to negotiate. i don't think it's a conversation about war. >> is it, though, a game? >> you have got a small weak country that wants to appear extremely ferocious and crazy. when you play poker, it's good to be the crazy one at the table. by doing that they have done extremely well extracting concessions, including financial concessions from the united states and japan and south korea

sit a game in a sense that it is easier to pay them and shut them up. >> let me push back a little bit. it is a small and poor nation. >> with it has a nuclear device that they could explode underground ichlt has a missile that works sometimes. this is a regime that has its primary form of survival. that guarantees that the machine won't survive. they are not going to start a

nuclear war. they don't have a web. they are not likely to use it but they will die. >> i respect your opinion a lot. >> you will not believe target's marketing mishap for its plus size line. >> and carnival cruise line can't seem to catch a break, except for lines on the ship. we're sending out a leadership s.o.s. next. ♪ [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first.

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>> it broke loose and drifted and slammed into a tug boat. if the name sounds familiar, it should. this is the same ship this experienced a power failure and stranded thousands of passengers for days. during all of this, no sign of carnival corps micky arison.

what do you think? do they have a major leadership crisis? >> my take is yes they do. we don't really know what's going on behind the scenes. but the best seas that i know of run to a crisis. this is a situation that calls and employeemployees. they have about 90,000 employees. this is the business that needs its ceo front and center. i'm the ceo. you're going be fine. we had a couple of issues. we have taken care of them. it's okay. >> where is this ceo?

people want some assurances from the top leadership. now, at the same time, you know, again, this is a huge company this is what the boss thinks. >> he is leading. he is not hiding. >> that's exactly right. >> when you think about this particular company, the leadership has been absent time after time after time. this is a long series from fires in the engine room to fires in the laundry room to ships run aground. one has to ask what in the world is happening? where is its leadership? >> should carnival pull its ships for a week? we're not sailing for a week. >> it would destory their

earnings for a year. >> it would send assurances to its customers that we are concerned about your safety and there is nothing more important than safety. >> you also own the coastal line. if you could get micky arison on the phone, what would you say to him? >> i would say it's time to get out in front of your people. you need to run -- you need to send a leadership shadow across your entire company that you are large and in charge, telling them what it is we need to do to fix the problems that we have. >> any explanation for why you think carnival has had these problems? is it a bad string of luck? when it starts to be three, four, five in a row you start to

look at the company more closely? >> when things happen once or twice you say okay. it can happen. when you get to this point you have to say where is the leadership? where is the safety? where are your customers? >> well said. see you again soon. >> thank you. >> all right. on your ship -- coming up on the deck, an incredible story of an italian family, a police stop and $7 million in gold hidden in their car which they claim they knew nothing about. can you name today's mystery chart? the stock is up nearly 100% this year, up almost 15% today. do you know who it is? tweet me. the big reveal later in the show.

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>> we showed you that gold chart because it's a nice segue to this story. how about an unexplained and unaccounted for gold stop. the italian police stopped a family of five traveling with gold bouillon worth more than $7.5 million. apparently the 53-year-old man driving it claimed he had no idea where it came from. wonder how he accounted for the extra couple tons of weight as it powered up the mountainside? >> 15 students, $16 million and one very solid looking portfolio. the university of dayton student run endowment fund is up this year.

>> i don't know if you were anything like me. you couldn't put money in my hands and have it stay there. and michael hermes over there. both the heads of the fliers investment fund. >> this year we're up about 8.5%. >> they have to keep in mind the level of risk. with a little less risk, slightly behind. we're very happy with where our per por nans is at. >> currently, the market has been being led by those

defensive sectors. so your health care, your utilities. we have been positioning our portfolio to take advantage of high quality names. >> i see you being a little more aggressive? >> exactly. >> in college that used to be drinking a little more beer but with you guys sit taking more risk. >> aggressive but still focusing on high quality. >> how did you do last year? >> but you guys are right to say if on a risk adjustment basis, then you're doing just fine? >> yeah. i think this year it's been a big surprise with, you know, defensive sectors leading the market and it just happened right at the time where we got a little bit more cyclical. we're a long term fund. we don't like to -- we like where we're positioned.

>> michael, what do you like now? >> currently, i like union pacific. if america goes energy independent, they could capitalize on this. >> one pick before we go? >> plains all american pipeline. earnings guidances for 44 straight quarters. great company. >> congratulations and keep up the good work. >> i would take that in a heartbeat, buddy. >> not bad. looks like you're due a free beer. >> thank you. >> but not those guys. i don't know how old they are. >> the big bowl of chili edition coming up. here's a hint on this story. when you have a plus sized

dress, don't name the color after a very large marine animal. that's the tease. and it's true. stick around. ♪ [ laughter ] ♪ [ female announcer ] each one of us is our own boss. ♪ and no matter where you are in life, ask your financial professional how lincoln financial can help you take charge of your future. ♪

>> we do it every day at this time. quick stocks. jcp, no news. but this stock now at its lowest level since march of 2009. microsoft, from a neutral to a buy. why is that important? they have had a buy rating on microsoft since september of 2008. they say the windows 8 product cycle not giving the expected boost. windows 8 lacks momentum and that has challenged the firm's optimism on microsoft.

problem is, 15 cents was a consensus. so a big miss there. many deals did not close during the quarter. blinker international? the parent company of the restaurant chain, chilchilies. they upgraded the stock. raising the price target from 34 to 37. and we know there has been a rail boom. >> all right. with know this. japan has been on a tear. and somebody on street signs said it would be the best

performing of the year. >> i'm going to mention him in passing but then i will go to his opposition in the market. >> aggressive cases being made on both sides. >> the stealth bulls out there because they have kept a relatively quiet profile include some of the biggest names. pushing some of his funds to

nearly 10% games and levered offshore to nearly 10% year to date. some have been short the yen for years. it's paid out great for him so far. i'm told he is we're talking like hundreds of points. >> you talk about how to invest as well. one of my predictions is that the nikkei would be the best performing stock in the year. we can't own anything here. i own our 401(k). there are ways for our viewers to play the nikkei. you don't have to go to japan and buy local shares of panason panasonic. >> we didn't do the fundamental

research. right now his portfolio is probably not doing so well. >> he is mostly debt. that's the thing. he famously put his mortgage into yen thinking if the yen collapses it's free money for him. right? when they are doing the world's biggest printing press? >> it's unbelievable what they are doing. >> if we rose on our fed, eff t effectively their fed is doing it to the nth degree. >> this is an incredibly bold policy move. that's how far out they want to go. they want to go from deflation to 2% inflation and they're

using a massive checkbook to do it. >> 100% of their population will be 80 years old. >> target's rather fat-headed idea. you will not believe what we stumbled upon. and can you name our mystery stock? fell nearly 50% last year. a company in the news in a big way today. many of you have guessed it. but that's our mystery chart. we'll tell you what it is coming up. what is coming up on the closing bell? >> i was going to guess pony express. that's a day late and a dollar short. coming up on "the closing bell," a trio of boldfaced names. and what that could mean for the stock market. actually sees one bright spot. you may be surprised to find out where it is. and billionaire investor

explains why you should not own any long term debt right now. all that and more ahead at the top of the hour. my boldfaced co-anchor joins me. more "street signs" right after this. [ male announcer ] it's simple physics... a body at rest tends to stay at rest... while a body in motion tends to stay in motion. staying active can actually ease arthritis symptoms. but if you have arthritis, staying active can be difficult. prescription celebrex can help relieve arthritis pain so your body can stay in motion. because just one 200mg celebrex a day

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you're looking at the exact same dress. the plus sized version comes in a color known as manatee gray. the other sizes in the same line are named heather grey. target issued a statement saying we apologize for any discomfort we might have caused. >> i almost wonder if a guy is behind this. >> a guy who didn't care about his job. it's my last day at target.

i'm naming this dress manatee gray or sea cow blue. >> you remember when the ipad came out? and everyone went oh? >> i saw some skits on this thing called youtube? >> ipad? >> now nobody cares. >> you're smart. let's talk about best buy. best buy was a little cozy. now they are getting real cozy with samsung. >> samsung is going to add the store within a store. >> the pop-up store? like jcp? >> yes, but i think what's

different is these are consumer electronics. i think this is a really smart move. the market thinks so, too. this is a good thing to do. apple can't be the only one that has this dominance. i think it's good for the market and good for consumers. you're going to have the employees that are trained to help you. >> this is all of their stores? >> 1400. >> i don't even know. my stocks draft pick. >> and it's changing a lot. remember that footprint is not working. >> you will have 500 of the full sized stores may and 410 of the mobile stores. some of them start on monday. i think it's a really good thing for sam sung and best buy and i think other companies might need to start thinking about this strategy as well. >> i did something today that i

never thought that i would do in my life. >> i'm scared. what did you do? >> when you called attention to the story on best buy, i went on to see if the ipad was really being marked down. i bought -- this is true. i bought an hp laptop for $289. it's the first non-apple computing product that i have purchased in probably a decade. >> really? >> the apple laptops were 1500 to 2500 bucks. so best buy, this apple is not worth the five times premium. so whatever they're doing, got a guy that never would have thought that to buy something. $289 for a 15.5 inch laptop with 320 gigs of memory. >> i sometimes really wish that i had a pc. >> you can drop the laptop and not worry about it. thank you very much. great stories.

>> it's a new app but more than an app. facebook is calling it facebookhoom. once you download it to your android mobile device you will open it up and any time you turn on your phone, facebook and your friends will be there front and center. the coolest thing is that a thing called chat head which allows you to carry on conversations with people through sms or facebook chat but continue these conversations even when other devices are open on your phone. >> if we flipped that around and made it so that our designed

around people first and you could interact with apps when you wanted to. >> this new app will be available to download through the android app store to certain android devices. april 12 is also the day that htc is going to put on sale its phone called the htc first. the first phone that integrates the home technology from day one. it's optimized for facebook home and it will go on sale for $99 for at&t. >> battery life is a lot of stuff these days. as julia said, facebook people

are calling this a big deal. let's bring in rocky. principle analyst at redesign mobile. i view this as more of a big yawn. the market apparently does, too. >> i don't see what the big announcement is. one they are foe kuging on mobile really hard. last year the market said what's your mobile story? what are you going to do here? they turned it around. they got 23% of their revenue last quarter from mobile which is huge. that is the same reaction that i had when google plus came out. i can see why facebook wants to be in this market. people are playing with facebook on their phones. do i want that do be easier? >> let's take it down more of a notch. i can't speak for all of our

viewers but turning on a phone and seeing more pictures of my friends kids and cats is a reason that i would not buy the phone. i'm kind of a jerk, so that's al also the thing. >> this is just not -- it doesn't strike me as a big deal. if they add more features around local or maps or camera that make it more interesting? but these two things are small potatoes. rsh they drag everybody out there. they telegraph it for weeks in the media. countries doing this for 17

years. >> that's a good question and i said wow. why is everybody out there. i think the satellite is out there and we're talking about it. >> we have to go. >> exactly. >> rocky, you can friend me any time. >> thank you. >> up next on street signs. we are in the hunt for the next big thing in late night tv. we're not talking about jay leno or jimmy fallon. who will be the next snuggy, sham wow or pa ja ma jeans? my mother made the best toffee in the world. it's delicious. so now we've turned her toffee into a business. my goal was to take an idea and make it happen. i'm janet long and i formed my toffee company through legalzoom. i never really thought i would make money doing what i love. [ robert ] we created legalzoom to help people start their business and launch their dreams. go to legalzoom.com today and make your business dream a reality. at legalzoom.com we put the law on your side.

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is

it has been an historic year for the markets, but some stocks are far outpacing the pack. we call them the 100% club. we've got market caps of at least $500 billion, and they have more than doubled this year alone. they include orbitz worldwide, caesar's entertainment, and two biotechs this year. it has up more than 162%, just this year. so, do any of these names have more room to run. or if you own them, is it time to take the money and run. let's bring in dan curtis who

covers orbitz. let's start with you, dan, and talk about orbitz. biotech, i understand, right? you had a great test result in the phase ii, phase iii trial, so the stock instantly goes up 200, 300%, but an online travel company? why has orbitz done so well this year? >> it's really about understanding fundamentals. a lot of investors really believe that the domestic ota space was really a two-horse race. and the people at orbitz has done a great job effectuating a turnaround. and in this particular several, you see a lot of investors playing the hot hand and it's really about those accelerating results. >> are the results that good? in your note, they removed some headline integration, but a doubling -- have the business prospects and the earnings doubled? >> well, if you look at orbitz compared to their peers, orbitz still only generates about 39%

of the revenue from the hotel market. that's versus expedia at 75% and priceline at 90%. so the opportunity is still tremendous. if they can really shift away from the airside of the business and drive real growth in the hotel platform, i absolutely think the opportunity is still is there. >> so your advice then is, despite the run, there's still opportunity to buy orbitz and make money? >> yes, i still think there's upside, i still think the fundamentals are compelling, and i think relative to peers valuation is not overly expensive. >> let's bring in chad mowman on caes caesar's sbaentertainment. you're like, basically, cesars has no business being where it is. >> caesars had a great run this year, basically due to speculation for online gambling, but if you look at the existing business, this is a company that's getting killed by the increase in competition, with

the exception of las vegas, last year, five out of their six regions experienced same-location sales declines. so you really got a market where there's just too many casinos in the u.s. and state legislators are continuing to add casinos to bring in new tax revenue. so we think outside of vegas, caesars is likely to continue to see a decline in their regional casinos. >> quickly, in your note, you said, they lack a moat. what do you mean by that? >> back in the '80s and '90s, there was a durable competitive advantage having a casino license, where it gave you a monopoly on a certain geographic market, but anymore you're seeing five, six casinos in a state. in illinois, there are now 11 casinos. so a casino license no longer has the value that it did back in the '80s or '90s. >> dan and chad, guys, great stuff. thanks, always.

>> thank you. >> so, america, what will be the next snuggy, the next oxiclean, the next meat loaf pan. as seen on tv, jane wells is at the infomercial hall of fame. jane? >> reporter: could it be the wraptaskic or the wax vac, put q-tips out of business. it's part of the expo of 2013, who people who think they have the next item will meet marketers. he pitched it to the head of telebrands, the guy behind those as seen on tv. each inventor had five minutes to make a pitch. we saw all kinds of products. khubani says growth in this industry has slowed as it's matured. his biggest challenge for as seen on tv is to be seen on pld tv. >> the challenge here is to figure out, how do we produce videos and get the videos in

front of the people who are watching videos, where they're watching them. for example, youtube, online, any way we can get people to watch our content. i think there'll always be a demand for innovative consumer products. it's our challenge to figure out how to teach consumers about the products that we sell. >> reporter: okay, well, his best-selling product remains the pedegg, which removes calluses on your feet, but 90% of products fail. like what? >> one that comes to mind, some people have difficulty after they go to the bathroom and have difficulty wiping. so it was sort of an extension handle for toilet paper. >> i remember that. >> it's called the comfort wipe. >> never touch a another dirty toilet tissue. >> it was hilarious, the video. >> it was on youtube, got a million hits in one day. nobody bought it. >> all right. well, he has big hopes this year for the pocket hose, extends to 50 feet, brian.

maybe this is the new pocket fisherman. and everybody has a hose, and that's key to selling these things. it has to have mass appeal and play well on tv. back to you. >> you know, jane, i've been using the wax vac, got to tell the makers, a fine device, but for those of us with larger than normal ears, might need a little more help. just pointing that out. >> awesome. >> jane wells, i love the hose, very long. thank you. >> up next, our daily dose of news from down under. zap technology.

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in honor of mandy's absence, during her vacation to australia, we're doing a daily dose of aussie news. this aussie flight almost went down, six feet under. look at that. they managed to land safely without a front wheel nose on its landing gear. eventually, it nose-dived. two men walked out thankfully, without a scratch. those pilots, naturally skilled, are very, as mandy might say, resourceful. and finally, an australian high roller heading to high court. this guy, harry camicas is