>> the biggest winner in the s&p is first solar. up almost 12% on the trading session. up more than 45% this year. quite a move in today's trading session. >> that has been a hot stock of late. thanks for watching. >> have a great afternoon. street signs begins now. >> an apple away may keep the doctor away but does apple the company need healing of its own? a big shareholder is here with changes he says must happen to turn the stock around. is the economy about to turn down? more weak numbers today. we'll talk the economic fate of 2013. plus if the newspaper business is dying, why are newspaper stocks flying? we're going to take you inside best buy's big new bet. mandy? >> the nasdaq is now rising around the break even mark for the month of april even though

the dow and s&p are still favoritable for the month. >> i have waited a while. with a respectable amount of time. 30% of the s&p 500 has reported. look at thooes declines today. it's a big issue. let me show you the decrease in top line growth that we have seen. just a year and a half ago we were getting 10% increases in the top line. look all the way up here.

look how this has decelerated. we're looking at 2.9%. if this continues we will have almost 0. the average is 61%. let me just show you what is going on today. we have got a lousy economic data out of europe. we have got all the companies that are risk on. the markets are holding up. put up the transports and i'll show you something. lower highs we're getting here. we better move a little bit forward. the technicians are going to start moving like crazy. you're going to hear a lot more. >> very difficult to get

creative with the revenues. absolutely. thank you very much for that. >> stock of the day is apple. what else? another stock is down about 24% this year. your next guest says that may not be the point because he has got tough words for ceo tim cook. but before we get to that, john has taken his economic skapel. john? >> q 3 guidance, interestingly, one of the more disappointing parts is the profit margin. the reason tim cook gave was the mix of products. which has lower margins. and given the strong sales, the iphone 4, two. that was popular in china. probably important to take a step back and look at the big picture. seems to be coming on emerging

markets, too. asia pacific, the region was by far the biggest growth for apple, up 26%, surpassing japan's revenue. at the same time there is this other trend we can't overlook. the i tunes software and services topped $4 billion in revenue. that's a little less than the revenue adobe makes in a year. what's unique is that it keeps building as apple sells more ios devices. now we're entering into this interesting new area. very different from the game plan from the past five or six years. >> one apple investor has a very strong message for tim cook.

from what is a every other sentence for everything we are doing. making a lot of money. it is unheard of. unfortunately, the public companies are not perfect but the ceo has to sell the company. i think steve jobs was truly amazing. >> i don't know. i'm really beginning to question that. he clearly proved it on the

years. but since he -- you have not heard much about what apple is doing, how great the company is. we have not seen any new fascinating amazing devices in the market. they are just follow apps to evolutionary designs. the ipad mini, which is so successful. and now it is the success and it has an old process. and really not the great screen.

>> we were thinking years ago about who we would place and i mentioned jonathan ivy, which was probably not necessarily -- he's not an operations guy but he is a brilliant designer and it looks like now we really need people like him to be more in charge. we already know that the company is doing very well on the operation's side. but we need creativity in the design. it was an unexpected delay for introducing new interesting the the devices. that might be related to the influence. if apple is moving away from the desi design. >> are you buying the stock today? >> i think a question about whether to buy today or wait until summer.

>> is 405 a fair price? >> i think it will -- it has a good probably of going up from this price level. >> good to see you again. >> apple, not the only thing down lately. so were durable goods orders in march. and a new face to cnbc. it will be nice, too. we don't want to face the rath. is the downturn here? >> the downturn is not here. this was a temporary soft spot. when we looked at the durable goods numbers, of course what we were seeing was an overstatement of the headline. the moes volatile component, non-defense aircraft as well as defense showed weakness. we will probably get a bit of a pay back from that. i think it overstates the manufacturing slow down. >> at the same time if i'm

looking at the numbers correctly you expect growth for q1 and 1.8% for tw twoe. that's a bit of a slow down. >> it definitely is a slow down. we definitely still have strength overall in vehicles and parts. >> is that going to be enough? st that going to be enough? >> take it back to the core of gdp. we still have an increase in overall consumer spending. a lot of that is in services.

>> call that actually make a positive dent in gdp? >> you know, i don't necessarily know that apple alone is going to make a tremendous dent in the economy. we have to look at what the overall core is looking like. overall consumer spending. any time we see jumps, of course, in an outlier like apple we always have pay back and so we have to get back to what the underlying momentum is. and we continue to see somewhere around a 2% pace of growth. a lot of the 2.8% growth that we're seeing in this first quarter has to do with a slow down in inventories that we saw in the previous quarter. so of course we're seeing a pay back. we will get to that 1.8% in the

next quarter but overall, 2013 is still wrapping up to look like somewhere around a 2% pace. >> we have to leave it there. thank you very much for being a new face to cnbc. we're going to have you back on again. i don't know she looks capable of having rath. >> too nice for that. >> are home builders artificially boosting their home prices? the surprising admission from a home builder. >> and we will head to the front lines to see if the downturn really is here. we're going to ask owen's corning ceo back on street signs next. [ male announcer ] with wells fargo advisors envision planning process,

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>> mortgage applications are up last week this is the 30 year fixed rate headed south to 3.65%. applications and refis were up. put this into your mental pipe and smoke it. a full one third of home sales in march went to all cash buyers. >> supply is the story in housing today. or should we say, lack there of. it is pushing prices higher and home builders are now taking advantage of that in some fairly surprising ways.

>> to better manage our order volumes relative to production capacity and to maximize our profit from those communities. holding back potential sales partially due to projection issues. again to maximize profit. here in maryland, a lack of supply has some smaller builders doing just the opposite. that is building speck homes or homes without buyers. >> we have been monitoring the resale inventory of listings and we have watched it drop and we realized that there is going to be a demand for homes where people want immediate deliveries.

>> i think the biggest competitive advantage that builders have right now is that they have product. they need to take advantage of the fact that they actually have something to sell. >> this home has been on the market for 30 days but he is not concerned. he says he's in the right neighborhood. lots more of this online. >> bring in rbc. recently visited communities. what he said was he was not stressed over 30 days without a sale. years ago he would say oh, it's been 300 days. >> we have the best spring selling season since 2007, 2008. to put things into context we're looking for volume growth on the

new order side of at least 20% and we're looking for price increases of 8 to 12%. >> indeed, you see upsite in about 25%. but you cover in your universe. but keep in mind, they have not done fan tasically well so far. >> we think the earnings power is currently underappreciated. >> so, we liked the builders. having to put lots on allocation. >> your favorite pick is not a home builder but a name that, to be honest with you, is toast.

they're going to report numbers on monday and we think they're going to strike an optimistic note. but the definitive strategies to manage better. two other names? owens corner. they turn the corner. last year was a down year. this year is turning out to be a fantastic year. we also like usg, which is benefitting for much better pricing. that stock can lev tate up to 30. >> very glad that you just mentioned owens corner. what would you ask him. : >> roofing was spectacular. the first time in a long time it has done that well. is this level of profitability sustainable? >> uh-huh. >> you have been right for so long. we're going to give credit where credit is due. what could be the flaw in your thesis? what could go wrong?

>> the question is this. expectations versus earnings. we're bullish. if these earnings don't show up you will have to rerate the group. >> so these names don't just have to beat. they have got to beat! >> we need to see order growth. this year was about profit maxization in the context of pushing price. those two things have to happen. >> within your universe. which of the stocks would you not recommend? >> we like everything. if you have to say -- >> you like everything. >> we like the builders. >> multifamilies have been leading the company. housing is coming off a depressed base. the long term average in 2015. >> you are a bull and you're not

afraid to admit it. this is a national galactic show. >> it's not just like the glass half full but fully full. >> guess what? owens corning listening to that. the little voice in my head says he's smiling. >> there he is. and greenburg, he is a sir now, he is right again. we will tell you on what name. [ 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. ♪ governor of getting it done. you know how to dance...

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>> welcome back to street signs. microsoft in the green today. the company saying it will unveil its new generation of the xbox on may 21. there is some excitement depending on what they actually unveil. they note that microsoft used to refresh their consoles about every three years and this is the longest cycle for a console. how much does it matter? the entertainment and devices division which includes the xbox counts for about 13% of revenue. >> all right. no controversy. >> that stock being rewarded.

let's bring in the afore shown -- he was wildly bullish. i want to ask you about pricing. you can get the pricing you want. your thoughts. >> thanks for having me on the show. . to complete the year. we struck a bullish tone today on our call about the margins in our roofing business. we think we're off to a great start there. we have made great progress in insulation pricing. that's a business that has had very, very high returns and great performance. we're not there yet. >> obviously you were listening to bop and he was wildly enthus

yas tick. but the question really is, when is it going to turn around and how? >> we have done a lot of work on our business to try to lower our manufacturing cost. we're starting to see some signs in the marketplace that four or five years could lead to a little bit better pricing environment. if we can start to see movement in china, that would give us optimism that europe and which we have not had in composites in quite some time. >> are you worried about europe? >> anyone doing business in

europe today is worried. we set our expectations appropriately. try to put ourself into position of being a net importer. we think we have taken appropriate actions to risk mitigate but we certainly would love to see things stabilize in europe. >> you had 34 million in ebitda? >> for the corporation? >> yeah. >> no, no, no. >> free cash flow for the year? for the first quarter? >> well, our cash flow in the first quarter would have been negative because of this time of the year. we build a lot of working capital but it's high quality working capital. it means we're doing more business with our customers. >> for the first quarter, which is seasonally your slowest.

you earnings would imply a better full year if you average up the four quarters, then the full year guidance that you're predicting? why do you appear to be a little bit light? >> yeah. so what we have said is we think we can you would say we're at a run rait. i settle earlier in the car. the first quarter doesn't make a year. and we think kpos its will begin to turn the corner and really start to improv in the second

half. largely going to be determined by the u.s. construction markets. if we're able to get good margin expansion in those businesses, then i think we could demonstrate good earnings power. >> thank you for bailing me out. you asked my own question better than me. twitter's unique password problem and the change the company needs to make. >> and put on your rose colored glasses because we have a sunshine edition of street talk. street signs is back in 2. ybodyt investment objectives, ideas, goals, appetite for risk.

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>> this is the sunshine edition. finally guys we're seeing sunshine here. why don't we kick it off with lumberly kwi day tors.

they lick wi dade. hard work. expectations, lower cost and price increased. 25 to 35 in the year. >> thank you very much. great to see it. >> you read the isaac novel. go see that movie. not a big company. about 14%. sit a bigger company today than yesterday. >> there you go. >> we have got super value which is also moving higher. >> the intraday chart this is an odd story. around 10:30 in the morning it turned positive.

this is a terrible quarter. all kinds of problems. however, the new ceo working hard to slim the company down. company has consensus rating of hold. wait and see if they can pull this off. at least they got a turn on a terrible quarter. >> higher than expected numbers here. it launched a 10 calorie soda line anyway. >> let's bring in a victory lap. not the first time you have done this. you call this one. it's unfortunate because the stock is getting clobbered.

i talked to daniel. he is the ceo. i said specifically, what do you talk about. takeys a look at all higher education. >> people get jobs and they do not often go back to higher education. >> also loan issues. >> loan issues and whether a degree is what it used to be. by the way, more companies are reporting this week. >> and look at the impact. we have the board out there.

>> we'll see if they -- when they stiblize. >> thank you very much. >> all right. when the market crashed yesterday, we learned something the hard way. just one hacked tweet can rattle wall street. question is, why is that even possible? we are here with the details. >> i can't totally answer it for you. officially we don't know. the fbi is investigating and the sec is looking into this. here is the official statement. our long standing policy has been to refrain from discussing our security measures. they say they see 2.2 million

trades. and more interestingly, an educated guess here. he says that he is looking at the time stamps here on the trades and his conclusion is that the sell-off here happened about 17 seconds after -- after that ap tweet went out. his suspicion here is what happened is that it wasn't the first tweet in the ap that began to move the market. also, he says another possibility here is that the may have been wut on some kind of a high alert mode.

and then they were looking for any other disturbances in the market. if a big sale happened to plunk down. but because of that 17 second gap. that's the opposite of what i thought we would find here. an interesting analysis. >> quick question. i don't know if you know the answer here. if you actually lost money as a result of that flash crash, who would you sue? i mean, it couldn't be twitter. who would you sue? couldn't be ap. is it just like bad luck? that's what we had. there was nobody to sue there. >> it's criminal. that's the point. if somebody stole the pass work or hacked in.

there is an off shore jurisdiction, which i can't imagine they weren't, you would have to be foolish to do. go after them criminally and civilly. a lawsuit would be frivolous. >> could the ap twitter hacking been prevented with two-step password protection? they all offer it except twitter. >> one of the advantages that you have got is you're typically talking about singing users. some of these big media accounts have many people logging in and they are using many types of applications. so you might have to worry about third parties. >> is it fair to call this a

hack? >> that's possible there was a tweet yesterday i think what's interest something twitter was not hacked. someone uses -- they go after an e-mail account. they do a phishing attempt. >> i believe that you yourself have been a victim of hacking. i think in your own words your entire digital life was destroyed. what would you give? >> it's a bad policy. what happened is they used amazon to get in my apple account. used my apple account to get in my google account and after in my g-mail could get in twitter.

using two step when ever it's offered. and never ever reuse passwords. >> we're showing some of the worst passwords. don't use any of those ten. don't use your kids name. >> cat's name, dog's name. >> and on a more serious note. we're not demonizing gun owners. trying to show each side the other side's point of view. we identified one victim from the aurora, colorado, she was shot and survived. check it out. >> we will. >> still ahead. a side of her that you have never seen and probably never even wanted to see. plus extra extra, we're reading

up on newspaper stocks. they have been on a tear. is it too late to get in? but first what is coming up on the closing bell? >> mandy, two big hours lined up for you. waste management shares up 2%. david steiner breaks down the results for us. boeing flying high after an earnings beat. we will look at the charts and see how much higher this stock can go. more street signs coming your way right after this. bny mellon combines investment management & investment servicing, giving us unique insights which help us attract the industry's brightest minds who create powerful strategies for a country's investments

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partners. let's start with the score card here. 174 s&p 500 companies have reported so far. 68% beating estimates. zynga is the brand behind words with friends. it's still not in great shape. >> analysts looking to see a drop in revenue. you know, similar to facebook, analysts want to see the company monetize mobile. that is the keyword here. they want to know how many monthly active users are using zynga games on their mobile device. if they can see an uptick on that number, they could see the stock move higher. >> i have finally gotten bored with words with friends. >> i used to play it every day with my son. i have stopped doing it. >> are you playing zynga poker? >> realtime gaming is potentially the future.

what did they say oon their call? >> they have two titles in the uk. that's the expectation. and in terms of daily and monthly active users, last quarter was the first quarter that they actually broke that out. 300 million. about a quarter of those eechb with that. >> that's the number of people i will be looking for. >> you are watching the cheesecake factory? >> just watching to see if they get beyond what happened last quarter. are they going to do as other companies did? blame some sort of a miss on whether, i don't know. all you will be watching again. mid teens earnings growth. that's the key metric.

>> we will see if that actually translates for cheesecake factory. >> these stocks including paer in rah as well as starbucks and cheesecake factory, they. you have to see if they continue to move higher. >> if you want to join the conversation, tweet us. back tomorrow morning with more updates and insights. street signs continues right after this. [ female announcer ] what if the next big thing, isn't a thing at all?

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catch this. a new survey says that being a newspaper reporter is the worst job in america. not cleaning out toilets, you know, not being down in the middle of a mine or whatever. it's being a newspaper reporter. second-worst job was lumberjack. third spot was enlisted military personnel. but, yes, newspaper reporter takes top spot due to low wages and high stress. just ask herb greenberg. take a look at this beautiful picture. he got his start as an intern at "the miami herald" back in 1972. >> who said bigfoot didn't exist? and there's a resemblance, as you can see. >> the guy running through the woods. are you actually blurry. >> that picture, by the way, is running right now in linkedin in a piece i wrote, back when

newspaper reporting mattered. my best mistake, ever, which is when i botched, the night i botched a drug raid. so that was when newspaper reporting was fun, it was different, and you could actually grow from there. and i think it certainly has changed. >> so you've gone from botching a drug raid to talk about the cheesecake factory and how far you have fallen. >> botching a drug raid to the earnings squad. >> i actually printed out this picture myself and made it into a little fake i.d. so i can get into discos and things. >> they didn't even have discos in '72. they were doing the charleston. >> i actually don't remember much of the '70s. >> now we know why the drug raid was botched! >> you got it. >> where'd they go? the drugs disappeared. >> i think you're better looking now. silver fox as opposed to i really don't know what that is. >> silver? yeah. >> all right. >> marsupial. >> another reason newspaper reporters scored so low is because many thing newspapers will be gone ten years from now and you can get all your news from bubba on twitter. newspaper stocks, though, are

doing pretty well, actually. some up nearly 50% in the past year. joining us now, senior equities analyst, jocelyn mckay from morning star. jocelyn, if newspapers are dead, why are the stocks still on fire? >> i think newspapers have been diversifying away to these digital forms of content. "new york times" has had a pay wall for over a year now. gannet has done a pay wall at their regional papers and they've also been charging for online content on "usa today." so newspapers are really struggling, trying to find ways to diversify their revenue sources, away from actually print media. but they still make up a bulk of revenue, for both firms. >> you know, jocelyn, when you look at the pay walls and get away from the bigger papers like "the wall street journal" and "the new york times" and even some of the gannet papers and get to the local papers, the big question is how are those pay walls doing? >> both management teams, for both gannet and "new york times" claim that their subscriber base is growing hand over fist. and you can see this in the circulation numbers.

you get the print subscription, complimentary -- you get the digital subscription, rather, complimentary with your print subscription. so we saw an 8% increase in circulation trends yesterday. i'm sure we'll see a pretty decent growth in circulation from "new york times" tomorrow, but, really, what i'm focused on is that this is a very small portion of overall revenue. two-thirds of print media revenue at both these firms still comes from the actual advertising, which that portion is down year over year. it was down 3% in 2012 while advertising overall was up by 3%. most of that increase was driven by broadcasting, television advertising, which was up 10%. >> do you think there will be a time in the not so distant future, jocelyn, when hard-copy publications are going to disappear altogether? >> i think people right now still like the look and feel of a newspaper, but i think it's going to be a lot less newspapers. i think a "new york times," definitely, is a brand that

resonates. but more from the business standpoint, there's the "financial times," "the wall street journal". but, again, as social media picks up, as twitter, you get your news from facebook, people are changing the way they like to get their news. and so i think, over time, we are going to see a slow decline of print media. >> that's the thing, though. they're not getting news on twitter and facebook, they're getting people who retweet stuff from a lot of classic media, are they not? most twitter retweets, unless there's some humor or one-liners are probabactually links to peoo actually wrote something. >> right, it is a link to a "new york times" article or a link to a bloomberg article and that's how people are getting their news. so if you get your news from one of these social media outlets, it doesn't count toward your pay wall, so you're actually getting around that pay wall. >> jocelyn mckay, thanks very much for joining us today. >> thank you. next up, some think apple is losing its cool to samsung, and now some think samsung can bring the cool back to best buy. we'll find out how, coming up

next. but we'll leave you into the commercial break with one more look at herb greenberg, 175, 5'11", brown. >> just because you just can't get enough. >> them was the days. ♪ [ male announcer ] a car that can actually see like a human, using stereoscopic cameras. ♪ and even stop itself if it has to. ♪ the technology may be hard to imagine. but why you would want it... is not. the 2014 e-class. it doesn't just see the future. it is the future.

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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... delta is looking beyond. 80 thousand of us investing billions... in everything from the best experiences below... to the finest comforts above. we're not simply saluting history... we're making it. samsung as become cool and best buy is hoping the that cool could help heat up its sales. courtney reagan ventured into new york city and she has the first look at a new samsung store within a store. courtney? >> reporter: that's right, brian.

well, this morning's launch here at the best buy behind me here on union square was really quick and it follows the pattern of the entire concept. best buy's ceo was here today and he basically said he only had the very first discussion about the samsung experience store with the samsung electronics ceo in december. and now by june or early june, at least, 1,400 best buy locations will have a samsung experience store. and they average about 460 square feet. that's twice the average footprint and the number of locations of the apple shops that best buy have. today jolie says that best buy's is really an asset and not a liability. it gives samsung a very quick and cheap way to have a retail footprint of 1,400 shops. the electronic's giant is moving very quickly to establish its retail presence around the world, including the u.s., really hoping to eat some of apple's market share for smartphones. 200 of these samsung experience

stores are already open in best buy locations and so far they're seeing article signs of success. >> so the feedback is extremely positive. with the early results in terms of sales are also positive. too early to quantify and be definitive, but we are pleased with what we're seeing. >> reporter: after a tough 2012, best buy shares are up more than 100% in 2013. and it's renew blue strategy really aims to reinvigorate its consumers, its venders, and its employees as it tried to fight the behemoth, amazon. it's got that online price matching program as well. and july says there's really no reason for its customers to walk out and not buy something, especially when it comes down to price. they've got the expert of the blue shirts here, which is something amazon can't offer. and there's no coincidence that the samsung shops are opening just in time for the rollout of the new galaxy siv.