and $8 billion. we're down about 3 points on the dow. the s&p down almost 3 and the nasdaq is off 1.5. the winners, disney, with that announcement. walgreens, united, tech and sears. >> thank you very much. thanks, everybody, for watching. >> we'll see you tomorrow. "street signs" begins now. what do stretch pants, suit pants and streaming video have in common? they are all top stories on today's show. they are all stocks that are down today. the names and why they're moving ahead. new ceo, new logo, and now maybe new users. the big claim that yahoo! is making. plus, putin giving russia its mojo back. we're going to show you their surprising stock market move. we're calling it the putin pop. and what else are the new must-haves that everybody that buys a new home wants? one home builder trying to find

out. mandy? are you pleased with a seven-session winning streak under your belt? i certainly hope so because we may be breaking it today. nonetheless, the dow is still on track for its second best week of the year. the best since the year's first week, but the big story of the hour is what is happening with disney. bob pisani, i'm going to get down to you on the floor of the new york exchange. a big pop for the stock there after announcing a huge multibillion-dollar buyback. >> that's right. and the cfo, by the way, did this at an investor conference. this is out just a short while ago. you saw the nice pop there. $6 billion to $8 billion. what does that mean? about $117 billion market value of disney out there. so that's maybe 5%. that's actually a pretty healthy buyback and the market's reacted to that. let's just see. these are announced. let's see them actually follow through. they could spread this out over a fairly long period of time. we don't have a lot more details. i'm glad they brought up a buyback. $6 billion to $8 billion, that's nothing. you should have seen what apple

doing this quarter, they are the all-time champion of buybacks. they just had the biggest quarterly buyback, $16 billion. they have now had so far. no other company has ever bought back $16 billion. it was ibm back in i think it was 2007. they bought back $15.7 billion in a single quarter. but nobody's ever hit $16 billion. apple has now done it. of course, the performance of apple's been a tad disappointing recently. in the last few months you can see it's come off its lows. by the way, there are more companies adding shares than subtracting them this quarter. that's a little bit of a surprise, but there's been an awful lot of secondaries, mandy. and in the last few days there's been avalanches of these secondaries. nine last night, 16 on tuesday. so far 485 secondaries this year. and if you're wondering why are companies doing all these secondaries? the stock market's in great shape, brian. and overall, companies need cash right now. so it could go both ways. there's buybacks going on, but there's also people adding shares because of this interest in secondaries.

brian, back to you. >> it's a good story, bob, but it's a little confusing. let's dig in right now. bob, thank you very much. btig's rich greenfield, our own julia boorstin joining us. rich, i admit, i don't understand the buyback. it's doubled off the last two-year low. as bob noted, about 5% of the stock. why would disney do this? >> you're really seeing disney at an important inflection point. they have made substantial investments in the theme park business over the course of the last few years as well as making obviously some -- >> we've got julia there as well, guys. by the way, we crossed mikes. please continue, rich. >> i'm sorry. >> what does a buyback says? a buyback says we don't have anything better to do with our new money, a dividend to pay or a new park to build. >> i disagree. i think the reality is that disney has made substantial investments over the last few years. because of that, they have not bought back anywhere nearly as much as stock as they could have because they've been investing in their business. now they're all starting to bear

fruit. and while they certainly are making big investments like hong kong, which is opening up in a couple of years, they're at the point now where they're generating so much cash and deleveraging, they're so underleveraged, they need to put some of this capital, they're still going to be very underleveraged because they're investing in their own businesses. we felt for a while that disney had a lot of pent-up capacity to do something like this. and i think the fact that they're choosing to announce it now is that they really see a very strong earnings trajectory looking out over the next couple years. our estimates are well above the street for both '14 and '15. >> absolutely. this to me is a clear sign that disney believes its shares are going up from here. disney hit an all-time high back in may. those shares hit an all-time high. right now the stock is trading just a couple dollars below there. but the company tells me that they're making this decision, given our confidence in our business and our financial position, they are planning to significantly increase the size of buyback. their fiscal year which ends september 29th, this past year

they did a buyback of $4 billion. in the next fiscal year which starts in just a couple months, that will be a buyback of $6 billion to $8 billion. that's potentially doubling that. now, they say that this is -- this increased share repurchase is a good use of our capital given the current stock price which we believe is well below the stock's intrinsic value. so to make this purchase around an all-time high is quite a testament to the company's confidence in where things are going from here. >> okay, julia, rich, thank you very much for weighing in on what we're seeing there with disney which is now up by 2.8% on the back of that news. well, there are five other stocks that are on the move today. we're hitting all of them. first of all, lululemon behind me which is by the way down on dow forecasts. a big earnings miss for men's wearhouse and downgrade for netflix, yahoo! and a price war. we have a panel of all-stars to break it down for us, all the moves up and down. first let's get to our retail maven, courtney reagan. tell us what is going on here.

this has been a sector, courtney, which feels like over the course of summer, it's been just a little bit toxic. >> yeah, that's right, mandy. today's retail reports really just further reinforce the bummer summer felt by most of the sector. profit fell 1.3% due to higher input costs. troubling most to investors, the retailer's guidance. lowering full-year eps and revenue guidance as well as issuing a third quarter forecast that's below wall street's current expectations. lulu lemon ceo christine day told analysts that the search to her successor is ongoing but hinted the company wasn't all that close to naming a successor. separately men's wearhouse earnings and revenue came in short of wall street's expectations. and it accelerated the pain by cutting its full-year forecast by 30 cents a share. now, ceo cites, quote, macro issues for the decline in traffic and sales. also reiterating the company's purchase of joseph abboud, share repurchase and continuing evaluation of alternatives for its k&g operationss aways to

unlock shareholder value but they're not all that convinced today. >> let's get to thestreet.com commentator herb greenberg in on this. as i was mentioning to courtney, this has been a fairly toxic sector and now these two companies weighing in. what is your take? >> it's interesting. when you look at lulu, you have to ask yourself whether this is the point where the great days are behind it. >> and they were great for a while. >> they were better than any of the skemtices thought. there was always this point where you thought competition and the ubiquitous nature of their products would sort of in a sense start to dilute the growth going forward. if you look at the past few quarters, this is growth of sales of 21.9%. 33% a year ago. 51%, you know, say seven quarters ago. so there's something more, it seems, fundamental going on. >> and bring up a five-year chart because also, folks, this is a stock that despite all the hype has not done anything for basically two years now. the stock has essentially remained flat. >> when you had the ceo go out,

come in -- >> yes. >> you had turmoil. >> transparency gate. >> you had, you know, spanxgate. >> all throughout the years, you've had a variety of different gates with this company. but it did have something that people wanted. and it did open up the stores -- >> yes, now you have athleta which is owned by gap. once the money pie is cooked, right, others start to come up with competing products. >> and that's what it appears to be. i think it was v.f. which had lucy. they thought it would have an impact. then on men's wearhouse, that has to do with the impact. we had joseph a. bank, and you wondered, was that an outlier? a similar marketplace. and now you see men's wearhouse. i have to tell you, i was wondering if the typical -- this is way off the wall -- the typical person who would shop at a men's wearhouse or a joseph a. bank, especially from, you know, the george zimmer, i guarantee a

days, someone who is actually older and now retiring. not even buying the clothes anymore. so i wonder with both of these companies if you actually have a demographic shift that is also going on to affect their businesses. >> so maybe you should go into companies that sell things like slippers and crevette. >> a french word for tie? >> you know what i'm talking about. moving on to another downgrade of netflix. all right, julia boorstin. give us your take on this one. >> well, brian, netflix shares are pulling back from their all-time high, but it's not for investors' lack of enthusiasm about their strategy. and also just saying the stock has had its run. today morgan stanley's scott devit downgraded it to equal weight saying the gap between price and value has closed. and white netflix launched for a potential audience of over 6 million customers in the netherlands this week, devit warns that its, quote, path to international success is still last clear. now, shares of netflix are up

about 430% over the past 12 months. thanks to hit originals like "house of cards" boosting subscriber numbers. netflix has launched another exclusive today, ricky gervais's "derek," but it's unlikely to have the same impact as prior originals. it already ran on the uk's bbc and it hasn't drawn rave reviews like "house of cards" or "orange is the new black." for the stock to continue to move higher from here, investors are really looking for another catalyst. perhaps partnerships with cable companies like the uk's virgin media announced earlier this week. >> julia, thank you. all right, herb, netflix. what a run. 400% gain. >> remind me. >> but they are a distributor, right? one or two shows, but they are a distributor of other people's products. i worry about the margins because other people, when you get too powerful, can say we're going to charge you more to distribute. >> that's always been the question. when you get a stock that's risen like this, you have to say how do you gree inow into your valuation? >> remember, two years ago, we

were all sitting around here, remember all that massive, you know, brouhaha when they split with dvd plans, the video streaming plans and a lot of subscribers were up in arms. >> by the way, on that, everybody said they would quit netflix because the price increase. remember all those people? the millions out there that are watching the show now, what happened? you didn't quit. hollow threats, ignore twitter. >> that was two years ago. time has changed. john fortt, what's going on with yahoo!? >> yahoo!'s poked its head above 30 bucks a share quite a few times today. it's just below that now, touching highs last seen 5 1/2 years ago. this on the heels of yahoo! ceo marissa maier's comments last night when she talked about what kind of ceo she'd pick for microsoft. >> i think that i really admire what steve and bill have both done at microsoft in terms of what they have built. and i think that, you know, this is an interesting time for microsoft. and i think that, you know, i

don't know what their board is considering, but when i look at their product line, i see a lot of strength in the enterprise area. windows, office and what the next expectations of those products look like. and so one of the things i have come to appreciate is i do think that consumer executives and enterprise executives have different traits and different instincts. >> in other words, leave the consumer business to us. may mayer also talked about why she's excited about the iphone 5s. hint, she doesn't have a pass code on her phone. >> ooh. why not? >> look, i just can't do this pass code thing. >> yeah. >> 15 times a day. when i saw the fingerprint thing. i was, like, and now i don't have to. so i was excited about that. i think building in some of these smart sensors into these small -- into the phone is really exciting. >> i hope she doesn't leave in a bar. speaking of the iphone 5, as walmart says it will sell the iphone right on launch day for 10 bucks below suggested retail.

there's no some precedent. they did iphone 5 discounting during the holiday season. i suspect this has something to do with the retail slowdown you were talking about, lululemon, walmart, macy's. an iphone launch equals guaranteed foot traffic. is this walmart move bad for apple? not exactly. apple gets paid succes as much even if walmart discounts. the more people get their hands on the 5s, the more exciting that press release is going to be. if anything, this is a battle for retail foot traffic. if walmart sells an extra 500,000 phones because of this, i doubt tim cook cries. >> i wonder if steve jobs would have allowed them to do a price cut like that in his day. if he would have just said no, this is the price, this is what we're charging. >> yeah, sounds like the kind of thing that he would have said. jon? >> yeah, but times have changed. i mean, right now the market is more saturated. they're looking to get volume out there. they're competing with android to some degree for market share,

but wanting to preserve the premium image. look, once you're selling an iphone at walmart, does it really matter whether it's selling for $199 or $189? you've kind of taken the premium hit in a sense. you just want to sell a lot of them. >> one other thing back on the yahoo! story, and that is for those of us who are a little skeptical about marissa mayer nonexperience coming in, this was a dan lobe selection. i may disagree with him on certain things. this was a brilliant selection. he could obviously see. and i do say that when you take a look at yahoo! guys like me who have every tool at my disposal, i still go to yahoo!. >> the headline really tells the story. they get 12,000 job applicants a week. >> to revise that, that is a phenomenal change in a ceo to a company that you wouldn't have thought it could happen at. >> it has nothing to do with the ceo. >> we should -- we should mention that we have a business

partnership and a content-share a content-shareing agreement with yahoo!. >> thank you very much, jon. you're dotting the is and crossing the ts. thank you, jon fortt. >> catch my show on yahoo! finance, talking numbers." see our little program called "talking numbers." >> follow him on twitter. on deck, the new world order. russia throwing its heft around. and it is working. so could it be time for you to invest in russian stocks? >> uh-huh. stranger things have happened. later on, microsoft is buying nokia. why stop there? what about buying blackberry as well? one analyst actually makes the case to us. stick around. tens of thousands of dollars in hidden fees on their 401(k)s?! go to e-trade and roll over your old 401(k)s to a new e-trade retirement account. none of them charge annual fees and all of them offer low cost investments. e-trade. less for us. more for you.

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breaking news coming out of geneva. secretary of state john kerry rejecting assad's plan before submitting data on how many chemical weapons they may actually own. secretary kerry is saying words are not enough, and the state department is warning syria that military options are still on the table. while talks with russia continue. and speaking of, russian president vladimir putin wrote a rather scathing op-ed in "the new york times" entitled "a plea for caution from russia." so is this now vladimir putin's world, and we're just living in it? and if so, is it time to buy russian stocks?

joining us now, tim seymour, cnbc contributor, a guy who knows a lot about russia, has been there more times than we can count. and tim, listen, when i look at the rts russian index, some of the biggest stocks over the last couple days, they're all soaring, index up 88% in four trading sessions. is it a real move or kind of like hey, we got our mojo back, let's buy some stocks? >> it has nothing to do with the geopolitics. >> how can you say that? >> it has a lot to do with a move that's happened in resource stocks in some of the more beaten-down names and certainly the energy sector. russia is the cheapest emerging market on a pe basis, on a price to book not terribly cheap. if you remove rosnef, it's not as attractive as people think. the rally is exciting, you know, is anything changed dramatically for russia? you're right, i lived there, was a partner in a russian bank, spent a lot of time investing there and i like it. i think most people react to

russia on the way down. it's become very narrow. liquidity's dried up 50% over the last four or five years. it's a place where most people are opportunist being investors, and at least those people outside russia are using opportunity for momentum. it's a good time for russia, but i wouldn't say that this putin backdrop makes me any more excited about investing there. >> and you know what, tim? you say it's cheap on a pe basis. >> ridiculous, yeah. 5 1/2 times. >> when you've got a country where let's be honest, the rule of law is not exactly fantastic when you might have a ceo that's jailed on a whim, is this like a bit of a risk factor? >> oh, it's a huge risk factor. >> but one that you take note of or one you put aside in terms of the opportunity? >> you have to do your work. it's stock by stock. corporate governance and doing your work on corporate governance is obviously a big issue. it can also be an opportunity. sometimes things get oversold and people overreact to news. we like inefficient information. when you're doing work on a

company, you have to know if you're trying to invest along with the state, your transparency factor's not very good. there are great retail companies. a company like magneat is one of the best retailers in emerging markets. mts, they trade on the new york stock exchange, exposed to mobile and telephony. these are places where i think you can look, you can meet management, you can understand what they do. you can compare on a global comp basis. and this is how you have to look at it. and you can still invest in spare bank and rostneft. these are fantastic trades, but your expectation that you'll be able to really understand what the balance sheet looks like and that you'll have access to the company sometimes you have to be very cautious. >> sorry about that. good. >> i was just going to say, i'd like to another day do a segment on which is more transparent, which is more reliable in terms of data and balance sheets, china or russia? but that's another day. >> china, russia or lululemon pants.

tim, do you have a monitor where you are? or are you in a little black box? >> i'm able to see what you're doing, brian, so bring it out. >> you know putin puts out pictures of himself like catching fish with his hands. >> he's a bad dude. >> does anybody have a picture of putin feeding a unicorn to a dragon while riding a puma? look at this. >> what did you get? >> there's putin riding a puma feeding a unicorn head. >> who is that from? >> a guy named darth. he should be sponsored by gillette. look at that chest. >> he needs a manziere. he needs a bro, possibly. >> tim, thank you very much. breaking news. exchange executives who met today to discuss the nasdaq flash freeze are issuing their meeting postmortems including the head of the nasdaq, eamon javers, what are we hearing? >> today's meeting organized was

an important and constructive step forward to address the soundness and reliability of critical infrastructure underpipiunderpip i underpinning the u.s. capital markets. she also calls the meeting constructive, that's sort of the typical language that you get after one of these high-level meetings. what's not typical here is she provides a list of action items, the participating exchanges in today's meeting are going to be expected to do now that the meeting has ended. among those, she says she wants to seek comprehensive action plans from these exchanges that address the standards necessary to establish resilient and robust systems. she wants them to identify and provide assessments of the robustness and resilience of their other systems, provide a cip plan and/or rule amendments effectiveness and communication of regulatory halts. the communication was the key one in the last incident. and then also here, she said she wants to see them provide rule amendments to implement kill switches that would allow exchanges to shut down trading in the event of technological

failures and review and consider other potential risk mitigation mechanisms. so guys, kill switches there is a new idea that we had not necessarily seen discussed in public before. and both sides here, the exchange side, and the s.e.c. side saying it was a constructive meeting. but obviously, there's a lot of work to do here going forward. >> eamon, thank you very much. appreciate it. trivia time, america. what is the second best performer in the s&p 500 this week? here's a hint. airplanes. and an analyst makes the case for microsoft to buy blackberry. should mr. softy become the island of misfit tech toys? i ke of eight princesses. i'm on expert on softball. and tea parties. i'll have more awkward conversations than i'm equipped for, because i'm raising two girls on my own. i'll worry about the economy more than a few times before they're grown. but it's for them, so i've found a way. who matters most to you says the most about you. at massmutual we're owned by our policyowners,

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♪ welcome back to "street signs." i'm sharon epperson at the nymex. gold prices continue to fall here, down more than $30, below 1330 an ounce and bringing down with it gold exchange trader funds. the largest one, the gld as well as the iau, both under pressure today. a lot of traders saying that it is selling due to concerns that we may see perhaps the fed decide to go with tapering, reduce its bond-buying program. we don't know for sure, but many traders say this is preemptive selling, not sure what will come from the fed meeting next week. we're also looking at perhaps some technical momentum that

gathered steam after gold prices fell below the 10 0-day moving average in the overnight session. we're also looking at perhaps an unwinding of the safe haven trade. traders say we saw that run-up, a lot of money managers making bullish bets as the syria situation looked like it was worsening. now that there may be some resolution here, we are looking at that unwinding of the safe haven trade. back to you. >> sharon epperson, thank you very much for that. so we asked you this before the break, what is the second -- because we don't like number ones -- second best performing stock? the s&p 500 this week? surprisingly, folks, it is delta airlines. the stock not doing much today. but guess what? it's up about 10% in the past week. if you know why, let us know. >> maybe people can even tweet in what they think the first best was this week. check this out. blackberry shares have been underperforming while microsoft has been on a tear so far this year. great chart. so should microsoft buy blackberry on the heels of its nokia acquisition?

our next guest says this is a feasible option. let's bring in on the news line peter misek, senior tech analyst at jeffries. why stop there, right, peter? >> if you're going to double down on a market that thus far you haven't had very much success, you'd better double down big because you're competing against apple and android. frankly nokia as it stands now is too small and irrelevant in a lot of markets. and very importantly, blackberry gives you the enterprise where microsoft and nokia really don't have an offering now. >> so you think it makes sense, it is feasible, but how feasible? how likely we could see a bid from microsoft, and why wouldn't it wait until blackberry is bankrupt and they could pick it up at a steal? >> that's a great question. the blackberry situation is pretty dire. it's a binary outcome that they get bought in pieces, they go through massive restructuring. but we think the assets are actually very valuable.

if we look at where the future of enterprise i.t. is, it really is cloud hybrid platforms and mobility. and that service business and services business they have we think is very valuable. >> how valuable? any valuation analysis, peter, on what blackberry might actually be worth? is it 20 a share? 10? 0? >> if the option fails and we'll find out in 15 to 45 days, somewhere in there, it could be worth as low as 5. if they do get bids, we think it could be worth around $15. >> has anybody, yourself, your firm dove into the intellectual property here? valuing patents, a very difficult thing to do. >> we've tried and we've come up with wild ranges. if you look at what they've made in patents, so being part of the rock star consortium with apple buying nortel patents, their piece was $1 billion. they bought certacom, super security patent, that was a couple hundred million. and they've bought others. they've spent probably around $2 billion to $3 billion.

if you just look at what they've paid, it's worth a few billion. >> who apart from microsoft might make a bid? >> we think the pieces will be bid on by different people. so the services business we think would make the most sense in the hands of an enterprise. a key player. hand set and more importantly the operating system we think makes a ton of sense for an asian manufacturer. here you get an operating system that powers cars, power plants, unbelievably robust. it used to be calls qnx. it's now blackberry 10. if you look at android, it's km commoditizing. they have to find a way to differentiate. instead of starting, ties-in, they're starting to scrap. >> peter, thank you very much. >> thank you. next up, "street talk." plus grab your pocket protector and your glasses because we've got a four-star fund manager who's delivering some pretty nerdy stock picks for you. and later on h this might look like a bunch of plywood and cardboa cardboard, but it's so much more.

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okay. "street talk" time. five stock stories you must know about. first, let's kick it off with wells fargo announcing an

upgrade and also a downgrade. >> yes, the upgrade is allstate. travelers getting served with a downgrade. wells fargo upgrading allstate. travelers down knocked back to a market perform. they like positive trends for allstate and an industry with the upbeat and overall and a target range. allsta allstate is at 50.25. >> it's up another 5.3%. wendy's really has been the star of the fast food space. up 83% so far year to date. they like the new menu. we talk about mcdonald's all the time. we did yesterday. wendy's has been the fast food name to own so far this year. >> okay. let's take a look at an interesting pairing. vertex pharmaceuticals. >> kind of like you and me. different companies. but somehow paired together. n makes no sense. herb, we'll hear from you in a bit. no chuckling. between these two stocks, more

than they're going to join the s&p 500 after the close of trading on september 20th, they will replace, mandy, advanced microdevices which i believe is on your stocks. on your stocks draft team. >> eliminated from the s&p 500. but they're moving to the s&p midcap 400. >> keep it rolling. >> let's take a look at -- we've got our under-the-radar stock. today's pick is constant contact. >> yes, connecticut, ctct is the ticker. online marketing company, got an upgrade from new toll to a buy. i'm going so fast i can't even think. janney capital from 25 to 18 bucks. janney's channel checks show favorable testing with their consumers. whatever that means. still it got a buy. stock, though, long way off its previous high, but who scares? up about 2.2% today. let's bring herb in here. stop smirking in the background. you've got meli, which is

mercado libre. >> the ceo made stock sales back in august. these are significant sales because he has a history of well-timed sales. and the sales come when there's a bit of controversy out there and questions about the way the company accounts for its foreign currency translation. you know, it's in the wacko world of latin america where currencies are going one way, inflation going the other. off wall street which is an independent research firm says it believes the sales growth of this company and the profit growth is well overstated because of the way the company canceled the foreign exchange translations and inflation. >> by some estimates in places like argentina crazy. >> you translate the for ex there has an impact. >> i just mentioned that argentina has well-publicized problems, has had the best stock market in the world in the last couple months. >> that's one country the company operates in. >> you have been right on your warning signs many times before. thank you, herb.

new krchbceo, new lease on investor life. we're talking about pandora. a new ceo. the stock's up 27% in the past week. taking the reins for brian mcandrews. he's going to replace joe kenndy who we knew was stepping down, but analysts we've read, mostly positive on the new guy. let's bring in rich chula. your take on mcandrews. what's he going to do? bring? why is he going to drive shareholder value? >> a couple things. we like it when you get a ceo come into a company that has deep experience. mcandrews has deep experience. he's on the board of "the new york times." sold so microsoft $8.5 billion and was on the board of fisher. sold both. here's a guy who's independently minded. sold companies in the past. we kind of like that. he also has the experience to pandora's needs. mr. mcandrews, i think,

understands the economics of the advertising ecosystem. as pandora evolves, it's going to evolve somewhat like a hybrid between a traditional company and a modern company. so they'll have traditional ads selling, and they're also going to have ad selling on digital networks. last conference call, they rolled out a product called slingshot. and this is something that we think mr. mcandrews can build and maybe even take outside pandora. >> but rich, i mean, experience in management is fantastic, but does he have what it takes to be able to go up against what's going to happen on september 18th which is the unleashing of apple's itunes radio. >> that's the reason why we didn't upgrade the stock and we downgraded the stock a little while ago. if you own pandora shares, this is nice. would we be putting new money into the stock today? probably not. what we like about itunes is itunes is going to give these artists like pink floyd, miley cyrus a percentage of the

revenue. when you give these guys a percentage of the revenue, they're going to tell their fans to listen to you on itunes streaming and not pandora. >> yeah. >> we don't know how it's going to play out. and so, you know, we just prefer to kind of stay neutral, be a switzerland, if you will, right now and kind of see how it plays out. because ultimately we think this is a $7 billion to $20 billion industry. >> it is. >> and we think pandora survives, but this is headline risk. >> yeah, that money being paid could be a "wrecking ball." >> oh, you know, don't go me into that. last time i got in trouble. >> i had to do it. rich, thank you very much. we appreciate it. still ahead, a four-star fund manager's sort of under the radar, i don't want to call him nerdy, under the radar stock. going to lick some chains coming up. >> revenge of the nerds. plus the must-haves in a brand-spanking-new home. we're going to go inside the mind of a new buyer. stick around. my mantra?

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stock picks from a four-star fund manager who is lovinging the aerospace, medical and industrial sectors right now. his top three are carpenter technology, atmi inc. and fairchild semiconductor. joining us from royce fund is william hint. bill, thank you for joining us. >> thanks for having me. >> which one would you like to start with first? i'm going to pick the one that has all three sectors you are loving right now, and that has to be carpenter. >> it's a wonderful story. it's got aerospace, energy and medical and a little bit of industrial as well. but the nice thing about this company is that they make highly engineered products that are very, very difficult to duplicate by anybody else. nice margins. and best -- really long runway so the aerospace cycle, the energy space especially in the u.s. is booked out for as far as the eye can see. >> atmi, there's only four analysts that cover the stock. they've got an overweight rating on average, so they're positive but their average target price is 26, 25 and change so the analysts don't see a lot more

upside. you obviously do. >> connecticut-based company with a semiconductor business which doesn't get a lot of people excited right now. but they also have a medical business where they're going to use chemistry to make packaging mostly for things like medical prescriptions and other devices that can only be used once. so it's probably growing this business at about positiv30%. only about 12% of their revenues right now. i think it's going to be either a large part of their growth story or possibly even spun out. they've also got a recycling business. you've sort of got three little businesses and you're not really paying for the other two. that's why i see excitement. >> see, we can make nerdy stocks exciting. the third one is fcs, or fairchild semiconductor. >> it's another one that's not currently loved by the street. there was one analyst the other day who had nice things to say about it. they're involved in two end markets which is are exciting, one mobile and the other is power. in the mobile side, you'll find them in devices like apple or samsu

samsung. and on the power side, more along the computing lines. always a big push going forward to use less and less power. and on the device side on the smartphone side, same thing as well. less power, more functionality. and they're right in the sweet spot of this. >> okay. >> i like it. going after three names that we wouldn't talk about that much because they're kind of not in the news every day. by that, i mean never. >> we can make them some of our under-the-radar contenders for "street talk." still ahead, diana olick is going to go inside the mind of a new homebuyer to find out what exactly they want. diana? >> reporter: well, that's right. and the answer is right here in this 88,000 square footwear house where pulte homes has built the frames of 11 different homes. if you want a hint where we're going, two words for you, mud room. find out coming up next. t paid to do something you really love, what would you do?" ♪ [ woman ] i'd be a writer. [ man ] i'd be a baker. [ woman ] i wanna be a pie maker. [ man ] i wanna be a pilot. [ woman ] i'd be an architect.

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it's hard to believe, folks, but 50 years ago today porsche unveiled the original 911 at the frankfurt auto show. 50 years later porsche is commemorating the day by offering 1,963 limited edition 911s. still in my mind, classic race car, classic car, one of the

best looking cars ever built. >> it's having a great year. >> are they? >> yes. porsche is having a phenomenal 18-month run. phenomenal. >> by the way, folks, this is phil lebeau. >> i jumped the gun. >> it's great. whenever we're great. whenever we're talking portia, we're not talking porsche, we're talking gm. you're here. new important lines from gm. >> what we're talking about are the large suvs. you're talking about the suburban. the tahoe. yukon. yukon xl. gm dominates this category. gm unveiled the 2015 versions of the large rigs. they don't go on to sale until the first quarter of next year. pricing and mileage haven't been announced. it's critical for gm. not a huge category but they dominate it. look at the sales this year for the four large suvs that general motors makes. these are four of the five best selling suvs. and they're all up this year. that may surprise. >> what? the yukon xl is like a $70,000

vehicle. >> not surprising that it's up. you know why? in this category if you want a people mover that's going to carry seven, eight people, what are you choices out there? a limited number of choices. everybody else is pulling back. gm saying we'll go in. >> it's it ironic we were talking a moment ago about how suddenly we're seeing teslas everywhere. on one hand people going all green, electric, not wanting the gas guzzler. on the other hand the big gas guzzlers are flying off the lots. >> they're gas guzzler. but they're more efficient than the previous generation. >> not gas guzzler. you live in the city. real families in this fine country got a lot of junk to haul around. >> a new engine. they've stripped out as much weight as possible. what you're going to see when they do the mileage, probably somewhere in the range of 18, 19, 20, 24. not super. at the end of the day any efficiency you can get out of it, you'll take it. >> the reality is, mandy.

i want to explain something to you about this country. >> bigger is better? >> that's what i think. if you've got a trailer, if you've got a boat, if you've got anything you want to haul around. you've got kids, skis, all this stuff. >> your smart car is not going to be able to pull that trail zbler the prius, great car. it's not pulling the boat up the hill. >> no general motor's credit a lot of their competitors have said there's not enough business there. we're going to pull out. there's a quarter of a million large suvs that are going to be sold in the united states, canada, and a lot of other markets. gm sells three out of every four. their feeling is, fine. you don't want that market? we'll take that market. >> mandy, when you get in your little mini cooper and i pull up behind in my large suv, you get nervous. i'm going to start driving a tractor trailer truck and tractor around. >> you do that. you wear some dungarees and your hat. all the way in the other spectrum, i know this is going off script. i have to ask you about the south korean foldable car.

is it going to come here or it's a prototype? >> it's a prototype. very cool, though. >> what are you talking about? >> the oragami car. two seats. little car. we've got to go. we haven't got time for it. coming up, custmization is key. one of the nation's biggest home builders is pulling out all the stops to get inside the buyers' minds. diana olick in a massive chicago warehouse where pulte is doing exactly that. right, diane in. >> reporter: that's right, mandy. consider this a giant home builder laboratory. focus groups go in the house just like i'm doing here. they walk through. the idea is that they have to use their imaginations. but not quite so much as they would have to in a blueprint. they actually get to walk through and they're not stuck with somebody else's decorating tastes. >> i felt that the loft was too large. and that the secondary bedrooms were too small. and i really don't know what the loft would be for. >> i like the openness.

i like the openness. when you compare both of them, i don't know if we can compare yet. but i just like the openness of not feeling that foyer when you're walking in the walls. >> reporter: all right. what is pulte learning from all these focus groups? this is the most important room of the house. we used to call it a mud room. that is no no now. it's called the everyday entry. it's where you're going to organize everything. you're going to have your drop zone. boot bench. your charges stations. perhaps even they're experimenting with putting the washer/dryer here as well. it's all about getting the clutter out and in one space. what else is important? nobody wants a dining room anymore. forget it. they want the big wide open living space with a kitchen. they want the two story family room that you're seeing here. and upstairs, they want something different in the kids' bathroom. apparently the kids have been complaining a little bit that one doesn't want to be brushing their teeth while the other is doing something else. in the master bathrooms you usually see the toilet room. now the kids want that, too.

they want the bigger upstairs bathroom. that's what pulte has been hearing from their customers. they've also been hearing they want to have a central operation in the house. they want to be able to control everything. full home automation from the phone. also, their customers are telling them in these focus groups that really what they want to see is less is more. >> in the past, consumers, perhaps, were more interested in more is better. they're not as interested in that. >> reporter: now, at this point you hear a lot that people want bigger homes. right? you're hearing stats that the american home is getting larger than it used to be. i talked to pulte execs about that. they say really it's not that the homes are getting bigger. it's that the entry level buyers are not able to move up in this mortgage market and with rising prices. they're really focusing in on that move up buyer on that bigger home buyer who can qualify for the mortgage, who has more to put down on the mortgage and can get into the

bigger home. so it's a little interesting. when you hear those stats that we're going back to the mcmansions, we're really not. it's just that only the move-up buyers are in the market right now. back to you. >> i mean, homes are 40% bigger than they were 40 years ago. but americans are also 40% bigger than we were 40 years ago. so it seems to fit. >> our families are probably 40% smaller. >> diana, thank you very much. the kids got to have -- my grandmother was the youngest of 13. lived in a one room cabin. true statistic. kids get their own bathroom. >> how many bathrooms do you need? 100 apparently. why detroit lions fans are feeling a hangover. ♪ norfolk southern what's your function? ♪ hooking up the country helping business run ♪ ♪ build! we're investing big to keep our country in the lead.

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nascar is ab.out excitement but tracking all the action and hearing everything from our marketing partners, the media and millions of fans on social media can be a challenge. that's why we partnered with hp to build the new nascar fan and media engagement center. hp's technology helps us turn millions of tweets, posts and stories into real-time business insights that help nascar win with our fans.

football and beer. they go hand in hand. sometimes at the same time. not all beer prices are created equal. especially at nfl stadium. get this, folks. a new study by teammarketing.com looked at the average cost of beer per ounce for the 32 teams. kind of weird result here. the detroit lions have the most expensive beer in pro football. 67 cents, mandy, on average per ounce. about 8 bucks for a 12 ounce bottle. 14 cents more than the beer served as the dallas cowboys stadium which is the most expensive stadium ever built. nfl average, by the way, 44 cents per ounce.

lions fans getting hosed on beer. >> yeah. okay. what else have we got here? nfl. >> carolina panthers. >> the carolina panthers as well where beer at the bank of america stadium is a league low at just 27 cents per ounce. i'll go with that one, i think. thanks for watching "street signs," everybody. >> that's what about the team has been worth the last couple years, by the way. "closing bell" is next. we enter the final stretch. i'm maria bartiromo. fade of the rally as we approach the close. >> scott wapner in today for bill griffith. on today's big show, dow on a three day run of triple digit gains. it is the final. the most important. the most unpredictable hour of the trading day. >> that i agree with. >> you really never know. we're going to talk about where