like that come through your windshield? >> that was really something. >> nice driving. >> we will see how we finish on the day. that will do it for power lunch on a thursday. >> street signs is on deck and they begin right now. we will see you tomorrow. >> guess you could say that deer was bam! bi. that was terrible. raise your hand if you're getting nervous. it is down a day but can anything stop google from hitting 1,000 bucks a share? we will list the single best bank stocks for you. restaurants, waffle tacos and candy crushes.

>> it is really a miracle hour. they had so many record highs under their belt. a little below that right now. by the way, though, guys, it is a bit harder to come by today. anyway, here it is. it is terrifying. the percentage of stocks making new 52 week highs serged to the highest level in almost 25 years yesterday. bob, to what degree are we considered now overbought? i don't think most traders would agree even by their own in their head the way they look at the market. the markets have been overbought right now. we are about 12% above our 200 day moving average.

we're almost 200 opponents higher. that is unusual and fairly rare. my own personal rule of thumb is any time you're over about 10%, that's certainly over bought territory. biotech and home builders. they are really your sub sector market leaders. you see a wall to the downside today. not a lot of movement to the upside. a lot of the action is in bonds and we're seeing them up for the second day in a row. >> thank you very much. all right. i'm going to see your stats and i'm going to raise you a few. the highest percentage of new highs in 25 years but these are just stats and should stats alon

make us nervous? the upside is this. what else are you going to buy? >> there isn't. i think that is essential reasoning obviously the stats make you fearful. but the ten year treasury gives you an overturn. when i compare the stocks that many people say are frathy, i come back with a stock, let's use traditional beg analysis. kimberly clark. every time you try to sell those you say wait, these are basically banks. they have beautiful balance sheets and they can raise their dividend at will. pretty terrific. so i come back and say these are what are known as fixed income alternatives. i think anyone can say a capital

stock has no safety like a bond. but if you buy a long term bond, say 110, it can go back. i am trying to be as clinical as possible. >> you're right. but so am i. he is trying to lower my chair. >> that was unfair. >> the reality -- >> dirty tactics. keep it clean, boys. >> it's like professional wrestling. you're right and so am i. it was from morgan stanley. he said -- this illustrates most of the buying has come from shorts covered rather than those longs bought. and you this morning, you this morning talked about buy backs on squawk on the street.

i tweeted out how sustainable is that. in the end i have to ask you one important question. i got on this this morning at 4:00. >> i saw this post who raised the question, he is a smart guy. he pulled the plug on netflix in january 2007, concerned about valuation. when the nasdaq was 1200 on its way to 5,000. today are we on our way to 5,000? are we ready to come back in? >> no. look. in november 23, let's go back. so let's just do it. we had advanced during that period. >> all right. if you don't like the comparison

and i talked to guys who have been in the market for a very long time. you see companies like quest core and -- >> what? cut in half. cut in half. >> those are odd ball names. >> thank you. they are all odd ball. these are companies with real earnings. these are real earnings. >> a short squeeze issue. >> that's because people -- not a lot of stock out there. listen, look, i will give you tesla. i'll give you tesla. i will not give you netflix because apple and microsoft should have bought netflix because it would raise their growth rate. >> defense rests. >> here is what we know thanks to this deal. what i can tell you with certain if i is that we don't -- look.

you know what's going to happen. it feels very sense. >> i do know baseball. you're a phillies fan. if ryan howard -- anyway. if ryan howard had hit a home run 23 at bats in a row. he won't but let's say he did. at some point you have to say he will stop hitting home runs. at some point you have to say that someone is going to strike out. >> it's too good to be true. >> what i would rather do is say that we came from a level where things were very compressed. let's use bank stocks. i read a story this morning that says that citigroup is now the hot bank stock. i said citigroup?

i look at the stock and sure enough it's at 51. >> great point. >> 450 points? >> i like key and first horizon. they only have to go back to 35 and 40. >> the fact that this is all occurring without apple and without the hot tech names other than a google. >> what's google's trade on next year earnings? >> not very much. >> but with a tesla, which is the poster child for this market -- >> we're going to talk more later on the show. i have a question. i would like both of you to address what bob was talking about a moment ago. and he was using certain metrics to suggest that the market was overbought but that doesn't necessarily mean the market is going to go down. >> i did a piece actually about two months ago on kimberly and why i thought it was overvalued.

you could have said it at any time. in the end the companies is a fabulous company. has a great balance sheet that can raise the dividend. and by the way, i like the balance sheet. it's not bad. >> i will say this. don't think like the smart analyst you are. think like herb greenberg, a man of a certain age. where do you put your money? >> where do i put my money right now? >> we can't do this. >> not at all. as a matter of fact, i can only do etfs.

>> why? all of them have good yields. do i want to go in and start putting that wonderful gain into cash? >> i would never be against taking a profit. >> if herb greenberg came to you what would you tell him? >> i like mlps. my show is devoted to them because i want to be anti-fraud. but the top of the show is about it. i wanted to put some things there. >> i have to ask myself. i have a 401(k) plan through comcast. i have got a long way to go. i am about 30% exposed to

europe. 30% of my exposure now is to europe. i feel like in 20 years companies will be trading. are you going to, in the short term roll out some equity investments into bond funds. >> i took the gold fubd yesterday i got rid of it. i had to say -- i have to say to myself it has got a great return. i bought it much lower. i'm giving it serious thought right now. >> these numbers that we hear, look, when i look at tesla and it goes from 35 to 100, that does feel like -- it feels like 87. i don't have many of those in net flix. >> very quickly.

maybe you have got a big show coming up tonight? >> what i want to do is explain to people what they are. one set of stuff like the jersey toll road. the other set has got commodity exposure. i'm trying to minimize people's fear. the bank stocks, i mean it. they are not expensive. >> fantastic debate. >> we have got a bank analyst. >> we do. >> yes. >> ask him. he has got to pick. >> he has got his favorite pick coming up. >> good deal. >> i will watch. >> take a guess. president obama wrapping up a news conference a short time ago. he addressed the irs and ap scandals. john, listen, supposed to be a press conference with the prime minister of turkey and the media is going to ask about this stuff. what was the reaction to it? >> that may be in the long run

of the president's term a more significant issue. the topic aid today was of course the irs scandal and the ap. he said that he tries to balance national security against the support for the first amendment. he said we have already got enough people looking into this. here is the president. >> i think that it's going to be sufficient for us to be working with congress. they have got a whole bunch of committees. we have got igs already there. it's now my understanding going to be recommending an investigation. attorney general holder also announced a criminal investigation. between those investigations i think we're going to be able to

figure out exactly what happened. who was involved, what went wrong and we're going to be able to implement steps to fix it. >> that was 36 seconds worth of no to the question are you going to appoint a special council. that is not going to stop, of course, republicans for continues to press for that. they have got their own congressional committees looking into that as all. >> thank you very much. we know many of you don't watch us on television but you listen to the radio. so this is to you. you are listening to the most hypnotic sound track to candy crush. it's killing the angry birds. we have the stock that could be attached. >> i'm feeling more attached already. and next we will talk about google. it was said here on street signs. and we will go while watching to find the best banking stocks

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>> as google sores, analysts are tripping over themselveses to price is right it. we know sometimes analysts are late to the game. joining us now is a man who was

decidedly early to the google love fest. >> i am trimming. hi. >> hi. >> brian how are you? >> see, that's what i get. >> hey, mandy. >> thanks for having me. google has been treated like an etf. it's a better proxy for the nasdaq. pretty much everything. we use their apps. we use maps. we use g mail. ten days new highs in a row. i like doing the opposite. >> you attribute a bit around the 900 mark?

but longer term, where do you think this stock is going to go to? >> longer term, i think they are on pace to be a trillion dollar company. that argument is dropped off the radar as apple has been decapitated. but it's going to happen. the world's connected. very hard the value the people connection where you and i and brian know each other even though we don't know each other because we can listen in on quiet moments and conversations has really added a layer to the world that is impossible to value. so the analysts, we're all analysts now and all connected. we have never seen anything like this. the printing press times 100.

google is the best positioned company. trust is the wild card. the government is the wild card. right now they still delight. >> okay. what you actually said if you're going to own one stock back in august it was google? we have to leave it there. >> thanks guys. >> look at that in san francisco. >> he is buy san diego now. >> maybe do some whale watching. not marine mammals but hedge fund analysts. two really big themes digging in on the banking stocks in particular. what's going on? what's cooking? >> we are whale watching. in the financials which have been on a tear this year.

but respected money managers as detailed decide it was time to cut or flat out dissolve their stakes in the big banks. and morgan stanley where he held 4.1 million shares. cut his stake in city by 7.6 million shares. and david also reduced some of his positions in the financials. just taken 57% to 1 million shares. one in particular, john paulson initiated with 1 million shares. >> all right. what about gold?

>> we want to end. >> limited position there. >> all right. the kbw bank index is up this year. if you think you missed the running financials, think again. especially when you compare them to historical trading levels. we think that the stocks still have meaningful upsides from here. >> and your top pick is pnc bank. more of a regional player right?

when you look at where they're trading they have broken through. when you look at normalized earnings, we still think there is meaningful upside here for pnc. >> so the number one pick here. what would be a bank stock that you would avoid? that you wouldn't buy with somebody else's money? >> that's a tough question. most of the banks you're going to want to own. but if you are looking for pure performance, our best banks in this country have lagged this year. so banks such as u.s. bank core are banks that are fantastic. but they are not the risk on if you wanted to avoid that you could go risk on. >> i understand that you support that jamie dimon keeps both roles that he has because? >> because when you look at the

big picture and you look at the jp morgan stock since the beginning of 2008, it's the fourth best performing stock. it's up about 9 or 10%. bank of america and citigroup are down over 70%. yes they made an error with the trading with the whale and he's admitted that. he didn't handle it very well. the regulators have corrected the situation. there is no proof that it will make the stock any better. >> pnc right? >> pnc and for the risk on investors it would be citigroup. if you want a growth, citigroup to us is the real turn around story. >> thank you very much. coming up.

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>> mcdonald's mcrib may have a rival. burger king is debuting the rib buster as part of bks new summer menu. taco bell has been toying with a waffle taco. the sausage and egg stuffed fried waffle shell topped with maple syrup. that is competition for mcdonald's breakfast menu. and there are absolutely no calories for that. >> i knocked them for their nacho loco. the man who runs taco bell is an aussie. he will talk about that and other aspects of his big on the

closing bell at 4:40 p.m. today. based on that, we know what is cooking. but perhaps the better question is who is cooking any more? apparently not many people. more and more of us are eating out. a bank report says that by 2018 we as a nation will spend more on dining out than buying groceries. >> where are people going? >> there are a lot more opportunities out there. the restaurant industry is growing. the customers are finding those

places. they are interested in going to all kinds of restaurants. >> and because we are cnbc and not the food network we bring this back to how people can make or not lose money. does this mean bad news for some grocery stores out there like whole foods? >> i don't believe so. there is still a movement towards fresh healthy eating. and groceries still have an opportunity to sell that kind of food and get customers in and offer that. grocery stores are starting to adapt. you will see these types of stores rolling out food service components so they can compete with the fast food players. >> where do you eat, sam? >> you know, i eat everywhere. i eat fast food, i eat fast casual. i love panera and chipotle. your typical consumer likes to

eat everything. >> i don't know about you but it is sometimes cheaper to eat out. >> how many ingredients do you put in your kids' tater tots? >> i peel back the foil and put knit the micro wave. >> thanks a lot, sam. still ahead, tesla might be soaring, but -- but, as herb would say, herb is going to be back on and he says it is earnings quality that is really the focus here and it is through the floors. >> and is this new motorcycle have what it takes to dethrone the king? we're talking harley davidson. we have your guest to talk about that slick new bike coming up. ♪

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>> welcome to street talk.

>> they are reading notes? >> yes. >> how dare you read the show notes. >> let's look at the homes that are getting an upgrade. >> the home builder being upgraded from a buy to a hold. >> the stock is not getting out. however, remember this older day da. >> okay. very quickly. let's take a look at what's happening. >> that is kind of an odd call. it is downgraded to a hold but

raised the price target. >> the 2011 merger is finally baring fruit. fruit that just happens to be a sleek motorcycle. the indian chief is a direct shot at harley davidson. scott, why the indian chief, why not? >> well, thanks. great to be on with you guys. we put so much energy behind bringing the brand back to life. i'm thrilled with what the engineering and design teams have done in bringing it back with its classic iconic styling

and tremendous features for performance. >> that was a sales pitch and it's a good one. why would i select that bike over a harley? >> what we say across our product range whether it's snow mobiles or off-road vehicles, people like the ride and handling. our slogan for victory is ride one and you will own one. they are fantastic to ride. really the styling and classic design cues are phenomenal. we priced it right in the middle of the market. >> $20,000 motorcycle. it's got $20,000 bucks for a

motorcycle. who is your buyer? the cnbc audience buying this bike? >> we can get you a good discount on one. >> i don't know if i could handle it. 250,000 units globally this year. and really, that 18,999 price tag puts us right in the heart of that market. the buyer is typically going to be across the spectrum. we will have truck drivers and lawyers. >> does that include women? harley davidson has been specifically trying to go after women because they want it to be more mainstream. is this an audience you would be going after as well? >> absolutely. i think the seat height that we

will deliver will make this a rideable bike for everyone. it's such an easy bike to handle that women and everyone will love the motorcycle. >> is that an official invitation to sturgis? >> it is going to be an exciting year in sturgis. less than three months away. >> that's where you're launching it? >> it is. hotel rooms are tight. >> i don't need a hotel room. i will sleep on the ground. with blue ribbon cans as my pillow. >> thank you. >> from motorcycles to cars, tesla has been hot. but herb is back and he has got a red flag on tesla. a video that will have car lovers cringing. >> and later on, the candy crush craze. why the world's most popular app is so addictive.

but first, straight down to kelly with what is coming up on the closing bell. >> we have got a big couple of hours coming up. also, and this is big, taco bell ceo is here for an upclose look at the company's new waffle taco. we might get an upclose look as well. here is a black and white image. we might see this thing for real in just a couple minutes. all that ahead on closing bell. everyone's retirement dream is different;

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plans of the new stock offering. herb is really raising a big red flag. herb? >> mandy, this is one of the big red flags nobody will care about. at this phase of the company's life, you can argue that it doesn't really matter but it does. in the most recently reported quarter, tesla made a point of crowing about its first quarterly profit ever. there is a laundry list of reasons to be concerned. the least of which is the amount of money tesla puts aside for

warranty expenses. the amount they put aside is way too low and that helps boost earnings for non-cash way of doing it. i have more on this if you want more detail on front of cnbc.com. >> this stock has surged 50%. >> people are like i have got all this money. >> when they take out all of the one-time charges and benefits and things like that, they get to a loss of $91 million. is it really making money? >> does anybody care if they are making money? most stocks are simply the

future value of earnings. this is a company that you buy because you believe in what they're trying to do it's not just about them selling their car but their technology. it is far superior. whatever. to what anybody else is doing. rr what i have known, i know about it. >> and dreams do come true. >> sometimes they do. >> the red flag has been raised. >> look at this. what do you do when you're not happy? you do like these guys. you smash it with a sledge hammer this is real. a chinese millionaire unhappy

with how his dealer treated him hired a crew to destroy his car. the video has gone viral. >> this is insane. >> you recognize that? >> i recognize that. >> you were walking down the street? >> i will tell you after the show. >> seriously? >> something that magical happened to you? >> no. but i will explain it to you. >> we are waiting. >> coming up and i will tweet it out, whatever he tells me. why angry birds got a whole lot angrier. ♪ with fidelity's guaranteed one-second trade execution, we route your order to up to 75 market centers to look for the best possible price -- maybe even better than you expected. it's all part of our goal to execute your trade in one second. i'm derrick chan of fidelity investments. our one-second trade execution is one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account.

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$50 billion and counting. that is how many apps have been downloaded from the app store as of today. a 20-year-old ohio man downloaded the 50 billionth app and they're giving him a credit to the itunes store. if you haven't heard of the

candy crush saga, you've got to get with the times. it's the number one app on facebook, the ios, and android store. it's absolutely a global phenomenon. >> i'm supposed to read. i'm playing the game. the goal of the game is simple, match up three or more of the same candies which knocks them out tetris style, and like tetris, it is also clearly highly addictive. >> candy crush is owned by a private company called king. 17 million people are playing king's games every single day and it was just announced today that have three of the top ten games on facebook. >> and zynga is reporting 52 million daily active users. and candy crush is pretty much free. you can buy extra moves for 99 cent ifs you're out. julia boor stun, is that the only way these guys are bringing in the bread? >> that's the way these guys make money. and it really works, it's great for them, because they have people like you who get addicted and want to play all day.

the key thing about this game and the reason why king's games are so successful, you can start off playing it at your desktop on work through facebook, pick it up on your ipad at home, play it on your iphone or your android device while you're on your compute. they allow you to play and pick up the same game across platforms. it keeps people hooked. >> i was looking earlier on at this game for the very first time, and i was like, i don't get why they're so addictive. and andrea said, it transports you to another world. >> what do you think, brian? are you transported? he's transported? >> what? what's that? did you say something. i just started playing it today too, and it's pretty awesome. i mean, well, any came that features candy and hot dogs. are those hot dogs? >> i think those are red hot tamales, like mike and ikes. >> that would got to candy. >> but the fact that you can play the same game across

multiple devices gives you more incentive to invest, to play a little bit for those extras. you can pay for a little bit longer. with those other games, there's less reason to pay money to keep it going. but here you can play it no matter where you are. >> let's bring in senior analyst sean mcgowan from need hamm. sean, good you to have you to join in on this discussion about candy crush, which is from king, a private company in london. what do you think is the secret behind it and is the secret going to keep on continuing, in other words, just a fad, maybe? >> that was a good one. >> well, i'm getting a sugar rush just by listening to the conversation. you know, i point out this this game, the mechanics of the game are not really all that original. >> no, it's like tetris. >> it's like a lot of things. >> or bejeweled or columns or any number of games that have been around for decades, like this, but king has figured o out the right balance of challenge, reward, giving you those special coins or candies that come down from time to time. the pricing on the shortcuts, et

cetera. and that's the magic formula that frankly doesn't even persist from day to day. they could have the right formula today and not have the right formula a month from now and that's what's been such a challenge in thises by. zynga had it nailed and then the market changed on them. >> the fact that king has been so successful with this game, how much does that say about zynga and the challenges it faces right now? >> well, it's not a zero sum game. you have multiple games that are very successful. any one user that's playing one game doesn't mean they're not playing any other games. it is possible for lots of people to have successful games o out there. the fact that king figured out some of the shifts in the marketplace that are making these games successful shows that the market is changing and you have to keep changing with that. so zynga has that challenge. but i wouldn't say that because king is successful, zynga is losing share. lots of these games could be successful. >> the thing about it is, i'm having fun playing it, and they're very cool for about a day or two or a week and then

you get tired of them and the next great thing comes on. who really has longtivity in this business? >> if you're thing about 70 or 80 million people that are playing, you don't need a high percentage of those to love the game to make it a hit, and don't need them to pay anything at all to make it very profitable. you may not like it, your mother may like it and be playing it like crazy. that's just the nature of games. >> so what's your take on zynga now as well as blue mobile, the other public player in this space. >> zynga is trading not very far above its cash value. they're cash flow positive, have gone through a series of executive dwefections, appears o have stabilized. it's no question that consumers are more interested in gaming every year, and if you can keep pace with what those changes are and the mechanics of the game and the style of the game that they're looking for and move to the mobile platform, effectively, i think zynga is

going to be fine. blue has made some tweaks in how they make their games are making them greater at monetizing those games. they have a couple of other things they need to work on as well. but the good news is the tide is rising and consumers are not less interested in games than more interested. >> and where do traditional game makers like electronic arts fit into this? i think it's interesting that you don't see ea making a game like this. >> not that they wouldn't like to or they haven't tried. i think the more traditional game companies will have their own tailwind for the next couple of years in the form of the new consoles that are coming from sony and microsoft and last year they had one from nintendo. so they probably have an improving outlook on that part of the business. but the real battlefield is going to be mobile and can you figure out how to make your game the one that makes people constantly reach into their pocket and pull out the device and want to play. >> sean, thank you very much for your information there. and julia, thanks for playing as wl. i think i'm going to wait for the candy crush theme park and all those angry bird theme parks

that have rolled out. and who's playing angry birds these days? my kids certainly aren't. up next, the biggest diamond ever auction, and it's beautiful. [ male announcer ] my client gloria has a lot going on in her life. wife, mother, marathoner. but one day it's just gonna be james and her. so as their financial advisor, i'm helping them look at their complete financial picture -- even the money they've invested elsewhere --

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this in front of you, folks, is the biggest flawless color diamond ever sold at auction.

this rare 101.7 carat flawless diamond fetched a record $27.7 million in geneva yesterday. the winning bidder was harry winston. christie's says the rock is so big, it took 21 months to polish. would be quite heavy around your neck, wouldn't it be? >> that's the gem version of "street signs". >> thanks for watching "street signs." >> that's also sarcastic. have a nice day, everybody. no music, but it doesn't even matter. welcome to the "closing bell." i'm scott wapner. >> and i'm kelly evans. maria bartiromo and bill griffeth, they're both on assignment. coming up on today's program, even when the market doesn't rally, it doesn't quite sell off either. bad news for walmart is hitting that stock, but overall the market not necessarily seeing the same kind of weakness. so what does that say if this rally does have legs or not? we'll get into that and a lot more. >> we're also waiting on earnings from jcpenney, the widely followed and controversial oc