>> markets are taking a little pause today four straight record day is in a row for the s&p as we said but again little bit of a pullback today. that does it for us. have a great rest of the day. more power pitch is coming up. who's going to be the winner of the tournament of champions? "power lunch" will take the next step as that show begins now. >> "halftime" is over, the second half of your trading day begins now. >> there i am, right there, do you see? did you see? did this man, carl icahn, just pull off the greatest trade ever? some are saying so. he made more than $800 million on one company, netflix, in about 11 months. what's the big lesson for everyone else? when should you get out of a stock, etf or mutual fund. sometimes not so much what you buy or when you buy but when your sell. s&p after a record high this week. lessons on selling discipline from traders today.

and america's favorite stocks, we'll talk about the biggest of the big names today and profile some of the sectors that have run up and the ones that still have room to grow. first check in with sue downtown at the nyse. >> i'm looking at the markets, they are lower, but we're off our lows of the day, down 70 points on the dow jones industrial average. the s&p is down 9. the nasdaq down 25. on a percentage basis the nasdaq is the biggest loser. gold after a big move yesterday is down $8 on the trading session. the ten-year note the yield is 2.48% and ice brent crude traded up just under a buck on the trading session. while the markets are falling a bit today, carl icahn is $825 million richer. congratulations. about a year ago, he started buying up shares of netflix in the $58 a share range. mr. icahn bought a total of 4, 291, 000. which led mr. icahn to tweet

yesterday, quote, sold block of netflix today. wish to thank reed hastings, ted sa ran dose, netflix team and kevin spacey. mr. icahn still holds about half the shares he bought but the up withes he sold netted him $825 million. certainly not bad and perhaps one of the best trades ever, ty. >> all right. sue, thank you very much. dominic chu, he used to be a trader before he came to his cepses and came over to this side of the business. dom, what have you learned over the years about when it is time to get out of a stock you own? >> you know, it's interesting, you talk about all these different dynamics in the marketplace. if you have the big run that you've had in netflix and see carl icahn taking some profits, take a look at some of the other names we look at as traders that are star performers. the question becomes do these stocks have the ruoom to run

further or time to pocket some of the winnings. depends on your risk tolerance and where your financial goals are. here are names that stick out. priceline.com. the stock has been on fire, up 75% so far this year. it trades at 35 times last year's earnings. that's a big one there. it's also near record highs. we've also seen similar price moves for chipotle mexican grill for the high-end burrito makers out there and that stock trades at 53 times earnings near record highs. best buy and boston sign it tivg a couple names that have doubled to tripled in value and haven't made a dime of profits in the last 12 months. we asked the money managers out there what is the decision-making process, when do you sell a stock and take the profits off the table. here's something interesting. brian peer year use a quantitative approach, a model to pick their stocks and also a model to tell them when they sell. they used criteria. when those are not met, they sell the stock. redeploy to others. douglas lane portfolio manager,

takes profits when stocks hit their own predetermined target levels. >> they have a price in mind. >> their open models say this stock is worth xyz, when it gets there, we take the profits and redeploy it to something else we think is under valued. that's their methodology. first of all, everybody knows, stocks can go up and down. nobody has a crystal ball. but the best stock pickers the ones that have good track records they tend to find a methodology and stick with it and go it over the long term and that's how they kind of generate the -- >> they have discipline. the saw about cut your losses and let your profits run. don't forget you need a sell discipline at some point. >> some money managers will tell you the buy decision is important but even more critical is the decision on when to sell to lock in those profits. >> thank you very much. sue, down to you. >> dom, stay with us because we have bob here and kenny to join the conversation. you know, this is kind of run into exactly what you've told us over the past six months to a year is that you really have to

know what your strategy is, lay it out, stick to it but there's that adage in the commodity markets only pigs get slaughtered. >> and the bulls -- bears and p pigs. the ones that can't pull the trigger when it's time. what carl icahn did is classic, rode it up and sell half the position. if it goes up i'm still participating. >> notice he didn't criticize netflix at all. >> absolutely not. >> one of the hardest things in life to find a coherent exit strategy not just from stocks but things in general. a job or anything. you have to have discipline. the guy you work for bill o'neill had an iron clad rule for years. if a stock drops 8% from where you bought it sell i don't care if your mother works for the company, you know what's going on, sell the stock. if it goes up more than 23, 25% consider selling it or take something profit. >> taking some -- >> anyone tain a core position

if that happens and take some off the table. you can never be criticized for taking a profit. >> remember, one of the things there's still -- no fool-proof strategy. people have been seeking that holy grail for generations. you have to be disciplined about one approach but it's not to say you know exactly what's going to happen. >> but a consistent -- >> don't put in stop loss orders so they limit the losses when the stocks start going down hoping it's going to rebound and start to lose more than nare initial -- >> a consistent investment ideology is the most important thing. 24 years at cnbc people don't do things in a consistent matter. o'neill set up a series of rules and essentially investors business daily is a newspaper about how to invest in stocks. >> right. >> and they file a consistent investment ideology. >> how to get in and out. >> bring in right now, pose that same question on when to sell to our special guest tom bradley, president of the on-line brokerage td ameritrade. nice to have you with us. >> nice to be here. >> you're building a new branch

right around the corner here from the nyse. >> we are. opened a few months ago. excited to be down here again. >> you talked to a lot of individual investors and you have added a number of financial advisors, more financial advisors because of the need for financial information you're hearing from your investors, correct. >> that's correct, sue. especially since 2008 and 2009, folks want more guidance and so while we do most of our business on-line, they still -- investors want the ability to speak to someone from time to time. >> you say that they are learning different strategies that perhaps in the past the individual investor didn't employ. maybe they don't want to sell their stock. you're doing a business in options and writing covered calls. >> it's 35 to 40% of our business today. so the individual investor today is much more sophisticated than the investor from 20, 30 years ago. we actually have a group that spends 100% of their time educating investors on different types of strategies, mostly around options an when to buy

and sell securities as wellp. >> we're going to take a quick moment here and come back to you in a second. dom has a market flash for us. >> just check out tesla because this is really a stock that's getting hit hard. bank of america, ml merrill lynch is questioning the company's po teshl tensional for execution challenges. its analyst has an underperform rating on the stock and get this, a $45 price target. see there shares are $165 noting that there's been a 400% run up in this stock year to date and kite put some retail investors at risk overall. tyler, back over to you. >> very interesting, particularly in light of the conversation we just have been having about when to sell. all right. dom, thank you. for years mutual funds, their top holdings were dominated by dividend paying, sort of defensive stocks but technology now playing a much larger role. seema mody breaking down how the widely held list is changing. >> that's right. the top 10 held stocks by mutual

funds similar to last year. one difference is that according to morning star, google, apple and microsoft are the top three holdings financial heavy weights wells fargo and jpmorgan in fourth and fifth while exxon mobil and j&j other slow growing high yielding dividend stocks have moved down. more tech on the top. given the tech dominance the average dividend yield that the top ten widely -- wildly held stocks is down 2.58%. a slight drop. you would think given the low rate interest rate environment the street would be prioritizing high dividend yielding stocks. but capital management says with an uptick in economic activity growth stocks are primed for outperformance and says the dividend income play in this low rate ep virmts is overcrowded. tyler and sue. thank you very much. we're back with td ameritrade

president tom bradley. seema mentioned something interesting. the low interest rate environment. that's a big concern for your clients because they need to generate income. and that's very tough to do. unless you do the dividend paying stocks. what your clients telling you how they are replacing the income they were used to having. >> in addition to the popularity of the dividend paying stocks many investors are writing cover calls, a low risk strategy and doing that to generate additional income and also utilizing options to protect the downside of their portfolios and to kind of take out one of the interesting in the previous seg isn't discussed when do you sell a stock, 8%, 10%. a lot of rules of thumb out there. a lot of investors are saying what i'll do is buy the stock and i don't want to lose more than x percent and then they'll buy an option at that level so that they can never lose more than whatever it is, 5, 10% of

that particular security. >> so they're not necessarily trading in and out as much as they are putting in protection and holding a longer it term core position. >> it's both. depends on the trader. longer term investors on our platform but also folks that trade in an out on a periodic basis, some on a daily basis. it's a mix. >> what is the attitude of investors towards wall street right now? i mean, a lot of your investors went through '08 and '09 and now generating the need for more information because they don't want to go there again. none of us want to go there again. what about their attitudes towards wall street in general and the market in general. >> i think generally that individual investors are cynical towards wall street and that's been since i've been in the business closing in on 30 years. i don't think it's different than when i started to where it is today. they're suspicious generally of wall street but instead of just stepping back and stepping away from wall street, they are becoming more ed he caucateeduc stocks to invest in, how to protect themselves, different

types of strategies, much more sophisticated strategies are being used today by the individual investor than 20 or 30 years ago. >> what do you make of carl icahn's trade. >> i think it's interesting. i applaud him for determining that okay, you know what, i've made enough, take something off the table. >> $825 million would be fuf i would think. >> i think so. >> thank you very much. appreciate it. tom bradley. all right. america's favorite stocks, ge in many port follows, up 22 % this year outperforming the dow. is there more room to run or take money off the table? should you decide to sell? a bull/bear debate coming up next. baron of the build-out. you need a permit... to be this awesome. and you...rent from national. because only national lets you choose any car in the aisle... and go. you can even take a full-size or above, and still pay the mid-size price. (aaron) purrrfect.

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our balance sheet is pretty well bulletproof. we need recovery in mining which at some point will come. i've seen cycles over my 39 years. this is pretty acute in mining. the rest of the business is hanging in there. >> and that was cat ter pilar's ceo on "squawk box" this morning spinning a positive note on his earnings miss. profits sinking about 45% from a year ago because of weak mining demand. cat is the biggest loser in the dow, the last trade down 6 % at 8382p. the world's biggest earth moving equipment maker cutting its full year forecast once again and while the s&p 500 has rallied to all-time highs this year, caterpill caterpillar's stock has been a loser down about 6.5% so far. ty, up to you.

>> we're talking about another widely held stock on this wildly held wednesday. general electric case in point as you can see by this chart the stock is in line with the broader markets so far this year. up about 22 pshs but falling in today's trading session as you see off a little more than 1% at 2572. bull/bear debate on one of america's favorite stocks. meet your bull, peter, senior portfolio manager with huntington advisors holds ge and our bear is jerry, president and chief investment officer of castle arc management. welcome to you both. jerry, i will let you make the case as to why this stock is a sell from where you sit. >> well, important part about ge is what is it you're buying. historically or over the last 15 years ge was a company that could take this great highly-rated balance sheet and expand into financial services. that served them well in the '90s and into the mid 2000s.

unfortunately for them that's no longer the cate. it's a business they've now decided to de-emphasize while it's still close to half of the company, it's now going to fall further and further as a percentage of the contribution. but as an owner of the company, you own that very sizable business that is now declining as a contribution. what you own with ge is power, aerospace, oil and gas and the old industrial businesses. those are great businesses, but in one sense, why would you buy this copled together story when, in fact, the best way to play aerospace is look at boeing today. the best way to play the industrial side, look at commons engine. oil and gas, no question that a halliburton are vastly more profitable and grow faster than ge's businesses. so you add those altogether and you're walking around and still have financial service company that can't really outperform say

a citi corp. i'm taking all those businesses collectively and saying to myself, why don't i buy a package of those other, more successful companies, that ironically are at almost identical valuations. >> let me bring in peter to answer those questions and make his case as to why ge is a buy. >> well, first off, i have to agree with everything that was said and while ge may be outperforming this year over the last ten years, it has been an underperformer for precisely that reason. no one pays a multiple for a finance company. and ge has. a story of disappointments the last couple years. every quarter there's been something that went wrong. in the last couple quarters this big ship seems to be changing course. the numbers are coming through, we're seeing the margin improvement. the businesses are starting to kick in. we like it from a mac macro perspective because of those industrial businesses. oil and gas while may struggle for another quarter we think that's going to be a huge growth engine for this company as we get into the latter part of the decade. aviation, you know, granted

boeing if you wanted a targeted buy that's a great name. boeing seems to have a little problem putting planes together. i would rat her own the company that sells engines to everybody. the top selling engines are ge engines. the health care business, there's a piece, so many stories as to why that didn't work. no one pays attention anymore. that's one where that slow ship has begun to turn course and now with sort of the resolution of what's going to happen in the u.s., that we're going to see health care spending begin to improve. and that business if it ignites could be a great growth driver for this stock and we think that's a place that especially if you get paid to wait, 3% dividend so far not done anything foolish with their cash flow, sell off finance businesses, buy back stock. it's a nice in this market highly valued as it is this is a stock that gives you cushion and gives you protection in the off chance you didn't buy on exactly the ri day. >> why don't you answer that jerry. where do you think the stock would trade over the next 12

months? >> first back -- i agree with everything with respect to the balance sheet. they are improving it. you can tell by the actions they're taking on things that they're selling they're going to push cash back on the balance sheet. in each of those businesses you want to look for growth it's hard to find. right now the orders in health care have been flat for four years. it's not coming yet. we know the oil and gas businesses they have aacquired should be doing well, but they're different companies and they haven't managed that long. there's a lot of hope and potential dream there you could turn this into a big thing but the more important part is, why would you pay 14 times for ge when you can pay identical multiple for a package of the other ones and know for a fact each one of those are considered best in class. >> guys, we have to leave it there. good cases made on both sides. appreciate your time and time will tell. sue? >> ty, a special power pitch

straight ahead. the tournament of champions in fact. it's a live competition that gives start-up founders 30 seconds to pitch their big idea live to the ultimate judge, entrepreneur and invest vester marcus, host of cnbc's "the profit" and he's next. ♪

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welcome back to "power lunch." amazon down with the broader market but also being helped along by a couple cautious comments from piper jaffray analysts and rbc capital analysts who believe they may report a worse than expected loss as they head into earnings. so both of those stocks and both of those houses feel as though yes, maybe earnings come in worse but still maintain their overall buy or overweight ratings on the company. watch amazon, back to you. >> we will, thank you so much. we're well off of our worst levels of the day right now. let's get the trading action at post nine on the floor of nyse with bob pisani. the market improving a little bit. >> several trends that have emerged today that are sort of continuation of things that have gone on the last few days. let me show you what's going on here. very limited visibility for the fourth quarter. i've been noting all of these companies today, well-known tech companies have basically warned

on revenue for the fourth quarter. the bottom line is they're not sure what's going on. they're being a little more cautious. that's important. number two, the big momentum names, second day in a row starting to break down. tesla, heard about bank of america's comments, yelp, linkedin, amazon, the usual ones including chinese stocks. that's number two. number three oil is dropping. weak economy over supply. that's interesting. look at this, it was $110 a few days ago and now $96. oil service companies are weak. neighbors came out today talked about last night oversupply in north america that's been weak, all the oil service names on the weak side. fourth trend bond yields it it continuing to break down. the ten year, 2.75 and now under 2.50%. that's a big help for the interest rate stocks. housing up 7%. utility stocks up 5%. retail 4%.

this is in the last week. this is a nice little move. everybody was on the wrong side of that trade. >> of that trade. they were. absolutely. >> that's what makes the market, right, bob. >> indeed. >> let's head uptown to the nasdaq where seema mody is following the movers for us. >> the faz down about 30 points. first drop in six days. the losers in the semiconductor space. the momentum names that bob pisani was mentioning that have really been on a tear and feeling the nasdaq, but now weighing on the nasdaq 100. my con tech, one of the eight names on the s&p 500 that is up more than 100% year to date. netflix made the list as well. even after carl icahn revealed he cut his stake, netflix shares are moving pup perhaps saw yesterday's drop as a good buying opportunity. nasdaq omx, strong beat on its top and bottom line listing services which made up 11% of total net revenues up year over year and expenses related to its

acquisitions came in lower than what it had guided to. richard said that equated to an earnings beat. back over to you. >> thanks, seema. let's check the bond market. bob told us really what has been happening with the yield dropping after that nonfarm payroll report came in weaker than expected. most people think that the fed now will postpone its tapering, they could be right, could be wrong but those looking for a taper in december, the consensus is now growing that perhaps it will be january or february. which puts the yield right now on the ten-year at basically just about 2.65%. all right. you're up to date on the bond market. so let's go to the gold market right now, prices are closing. we did have a big move yesterday giving back a little bit of that yet today. sharon epperson track tracking the action at the nymex. >> we are seeing a bit of profit taking here in the gold market after gold hit that four-week high yesterday, but we're only down about $10 or so from the

highs we saw in the previous session. a lot of traders saying this session has been very quiet, really not a lot of volume and what gold traders are watching is what's happening in the oil market and, in fact, we are seeing a bit of a sympathy effect here as we see oil prices at the lowest levels since july. big slide there and crude oil as bob mentioned and that may have something to do with what we're seeing perhaps in gold. again, very low volume and only about a third of the volume in gold is what we're seeing in each one of those key benchmarks for crude oil. back to you. >> thank you very much. time for the power pitch tournament of champions. six start-up founders have 30 seconds to pitch their big ideas to the world and each of the six has already delivered a power pitch on cnbc that got height high marks from a panel of judges on "power lunch." but there can be only one champion of champions so the best of the best are back competing head to head with one ultimate judge entrepreneur invest verrer marcus, the host of cnbc's prime time series "the

profit" and he will take it from here. marcus some. >> thanks. i want to be clear you're the best of the best of the power pitch. i'm trying to do what you do and do it better. we're working on it. >> you're doing fine. >> on my show "the profit" i focus on people, process and product. and today we're going to spend some time learning about companies who think they have it right. like to introduce the founders, jonathan cedar co-founder of bio lite a camp stove maker. alex z with his ceo ruby at the bottom is a co-founder of pet flow, a pet subscription food service. alex, you're going to be up first and move to the podium to give ruby a little time to get there as well. are you ready if. >> i am. >> go ahead. >> pet flow was created for one reason to eliminate unnecessary and often last minute trips to the pet store op our customer choose favorite products from 2 to 16 weeks and a box containing

food, toys and treats appears at their door steps. we carry 250 brands and offer free shipping across the usa. since launching three years ago we've raised over $20 million in venture capital generated $75 million in sales and on track to be profitable. >> is it a subscription mod until. >> it is a subscription model. you can buy on a one time basis or subscribe. >> what are the monthly dues. >> whatever the customer chooses, choose to have a $30 delivery they can, $100 worth every six weeks they can. >> recurring revenue mod until. >> correct. >> is that what the vc have liked. >> we only have to acquire the customer one time. they choose to stay with us if we if fulfill on the promise of the business and keep the customer for the life of the pet or continue to have pets they'll stay with us. >> what kind of retention rates are you seeing. >> we've seen a decreasing turn level as we continue to increase our level of service and open up more warehouses across the country to reach our customers faster. we reach most of our

customers -- >> what percentage? >> we turn under 5% a month. >> how much is that. >> under 5%. >> that's your attrition? >> yes. >> retaining 95% of the people. >> on a monthly basis. >> what's your cost of acquisition. >> ranging depending as high as $40 as low as 10 in the last month under $16. >> the average order? >> $70. >> thank you very much. i appreciate it. >> move back. jonathan, your turn at the podium, go ahead and step forward. are you ready? >> sure. >> are you sure. >> i think so, absolutely. >> don't be nervous. >> all right. >> talk to me. go ahead. >> so half the people on the plan net still cook on open wood fires and the smoke from these fires kills more people than hiv and malaria combined. most of these homes also lack access to electricity but do own cell phones and do spend 30% of their income paying for energy services. at biolite we developed a low cost stove to reduce these toxic

smoke emissions by 90% generating electricity to charge mobile phones and led lights off the grid. over the next five years we expect to sell more than 1 million of these life changing products into homes across india and sub-sahara africa. >> let me tell you i'm very impressed that you have a purpose with a product and that you're very focuseds on changing the world and i think that's fantastic. do you manufacture that product? >> we do manufacture the product. >> where do you manufacture? >> we manufacture in asia. >> you do. what's the cost to make that product? >> the cost is standard consumer durables cost margins. >> okay. you don't want to tell us what your costs are to give away your margins. >> we are -- we've been profitable and cash flow positive since the moment we started selling product two years ago. >> what is the retail price of it? >> the camp stoves sell for $130 here in the u.s. and we have a unique model which we call parallel innovation and what it is is we take the revenue we make in recreation and emergency preparedness markets and reinvest it in the one time

market establishment cost to launch our emerging markets overseas. >> do you find most of your sales are domestic or international? >> we've seen about 40% international, 60% domestic. >> i'm fascinated by the product but go ahead and take a step back. appreciate it. >> thank you very much. >> gentlemen, at the end of the day, the one thing that both of you have demonstrated is a passion for your business. i don't know who doesn't love pets but if you know somebody that doesn't love pets let me meet them and have a talk with them. the product you're providing fantastic. biolite something responsible about what you're doing and it's fascinating. when i think about what decision to make and move on i think about scale and the size of the market and unfortunately, you know, millions and millions of people have pets in their homes and while i would like biolite and am willing to give you a $50,000 order for camping world i must tell you jonathan you're going home. alex you're going to move on to

the next round. only way you can come is if ruby comes with you. >> sounds great. >> thanks, tyler. back to you. >> marcus, that's great. $50,000 order for the one you didn't choose. >> from what i didn't choose. i like the product but don't know if it's scalable as the pet food. >> marcus, thank you very much. the semifinal round of the power pitch championship is on "street signs" where the founder of songza, i have it, goes head to head with the founder of a job search service known as the muse. whoever wins that round, will go for the title of power pitch cam yon and that is on the closing bell. america's favorite stocks, the s&p 500 trading at all-time highs. consumer discretion nare y. winners telecom biggest loser. it is time to get out of the consumer names and dial into the phone companies and then mark cuban, fresh off that not guilty verdict a week or so ago, in

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check out shares of altera at session lows an moving below its 200 day moving average. it reported earnings of 37 cents a share in the third quarter which beat street estimates on a year-over-year basises they dropped 24% due to lower revenues. those sales did decline 10% year over year. certainly taking it on the chin. back over to you. >> america's favorite stocks check out northrop grum mond at a new 52-week high beating estimates on earnings on the top and bottom line. it is raising its outlook for the year. the defense sector having a great year up 35% overall in 2013. sue? >> not bad at all, ty. another sector having a great year is consumer discretionary

one of the biggest winners in the s&p 500 today. outperforming the broader market 31% versus 22%. while the biggest laggard this year is telecom up only 8%. do these trends continue for these two sectors or not? joining us is cnbc retail analyst stacy woodlets and chris king, senior tellcom services analyst. we're going to start with stacy on consumer discretionary. i love the phrase you say basically that active wear is the new handbag. tell me why. >> it is. you know, first of all we've seen some pretty challenging trends in the last several months whether that's apparel or discounters just broadly, but the one standout has been active wear. think about nike, think about underarmor reporting today, vfc that reported the other day, off the wall. i think there's a transition and young people are spending money on their feet and less on apparel because that's where the technology is and that's where

the color is and that's where the excitement is. so watch out for a shift into that sector and watch out for that sector to outperform. >> you like the limited and tjx in addition to underarmor and nike. why the limited and tjx. >> >> i think you're looking at as you said the retail index has beat the s&p, it's up 30% year to date and again, traffic trends have been pretty bad across the board but there are a couple standouts here. number one, you want to own a category killer, own the limited which is victoria secret. they own this category. they also have been putting up positive comps unlike the rest of the group and also expanding in europe and have quite an opportunity in the european market as the new category killer. i think also moving to tjx, just had an analyst day, increased their same-store sales estimates, that's an outlier here. 50% growth in square footage and

taking advantage of how the consumer is shopping. they're shopping differently, looking for bargains and that's where they're starting. those are two places to start. >> thank you so much. now on to the biggest laggard, telecom, only about 8% this year. chris king covers this sector. welcome, nice to have you here. one stock that is -- >> good afternoon. >> one stock is century link. it's down about 14% this year. why do you like it? >> yeah. century link is one of the more boring stories in the space, really a landline only telephone company, but with a strong business and enterprise focus, they recently bought savis a large data center, enterprise company. they are seeing some revenue growth from that. more pshts limportantly is valuation. the stock sold off after a surprising dividend cut. we have a stock valued at 15 to

16% free cash flow yield based on next year's numbers which we believe is compelling when they're both paying a dividend and returning a significant portion of their free cash flow to shareholders via a large share buyback. >> you have a hold rating on some of the bigger names in the space, verizon, at&t and sprint. why? >> yeah. i think, you know, the biggest single issue is a slow down in what has been the growth driver for the industry over the past 15 years and that is wireless. the wireless industry in the u.s. grew revenues only about 2% year over year in the second quarter so it is seeing dramatically slowing growth in what has been their primary growth driver over the last several years. in addition i think this year the sector has really been hurt, particularly when you look at names like verizon and at&t by fear of a rising interest rate environment which has hurt dividend paying stocks as well as most major indexes up 20 to 30% or so this sector still largely viewed as a defensive

sector so a rise in bull market hurts these names from a relative standpoint as well. >> chris, thank you very much. pleasure to have you with us. we'll talk with you again soon. ty, up to you. >> i like a guy like chris that begins his pitch by saying i'm going to tell you about one of the most boring companies in the sector here and made me listen. warning to workers your boss knows your every move. how technology is shaking up the work place and carl icahn, making a 457% gain selling half his netflix stake. when do you get out of a stock? there is the yahoo! poll.

opportunities aren't always obvious. sometimes they just drop in. cme group can help you navigate risks and capture opportunities. we enable you to reach global markets and drive forward with broader possibilities. cme group: how the world advances. in today's finance question of the day, with carl icahn selling his net flicks shares when do you get out of a stock?

23% say when it's up 20%, 17% say when it's up 50%, this presumes you have stocks, 60% say when it's up 100% or more and 44% say i am a buy and hold trader. america's favorite stocks boeing shares taking flight. the largest plane maker hitting a new 52-week high. boeing easily beating earnings estimates, strength in its commercial aircraft business, offset some weakness in the defense division. boeing also raising its outlook for the full year. the stock's having a very, very nice run this year despite those problems with the 787 dreamliner. it is up about 70% this year. sue? >> headline time, ty. safeway moving higher on speculation it is a takeover target by private equity firms. norfolk southern also higher as the nation's second biggest railroad posted better than expected third quarter earnings due to rising shipments and lumber liquidators gaining

ground on better than expected third quarter earnings as sales rose and costs fell. the company which has 305 stores in north america raised its full year earnings forecast. to dominic chu for a market flash. >> thanks, sue. arm holdings taking a hit a day after apple's announcements, one of its key suppliers get cuts to new federal from buy at u -- neutral to buy from ubs. back over to you. >> thanks, dom. let's head out to north dakota where we find brian sullivan in willis, north dakota. you've been on the road this week, my dear. >> i have been on the road. my shoes are getting worn out. thank you very much. i think a year ago a restaurant like this probably couldn't have survived in willis, north dakota. not only is it surviving but it's thriving. we're going to have so many success stories if street signs. you know the oil and gas story. there's a lot of other people doing really well here in williston, some of their stories and the year over year change in oil and gas will absolutely blow

your mind. if you thought you knew the bakken shale story, the latest live from willis ston, north dakoda. >> the man knows how to work. he can find a bar in williston. >> the best one. >> looks great, man. using your company time for your personal stuff, don't think about it. a warning to you, your boss may be tracking your every move. plus, if you're paying for college, something we haven't seen in 30 years, we'll tell you what that is. the power rundown is next. (vo) you are a business pro.

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power rundown. back with us again for the 11th time this hour, dominic chu, we'll call cnbc, nothing but chu, and cnbc.com's commentary editor cindy. welcome. >> you just got a promotion. >> i did. >> congratulations. >> a guy not going to get a promotion, he's out, white house national security official fired for insulting tweets about the obama administration. he says he deeply regrets violating the trust and confidence placed in him. another case of thinking or not

thinking before you tweet. he was in the white house. he was working in the national security apparatus. you don't think they will be able to figure out who is he is. >> yeah. i think it is telling about our state of national security if he was on the inside and thought he wouldn't get caught. i don't know if you know this but i've done stand-up comedy so i'm somewhat of an expert in snashg. >> but he crossed over into mean. >> he said it was to be a parody. the extent of the tweets, they're still on the internet, this lady is fat and my boss sucks. this guy is getting any book deal any time soon. >> dom, you've been quiet which makes me wonder what you tweet in your -- >> i try to keep things very professional on the tweets and very at least, you know, not offensive. >> never tweet after your second cocktail. guess what, the boss may be watching your every move. the "wall street journal" reports technology now lets employers track workers through

company cell phones, gps devices, other devices as well. is this an invasion of privacy? >> by the way, that was the window of the editor in chief, of course, that you were showing. >> there he is, he's watching. >> he's watching us right now. >> i know. look at that. >> i'm probably going to get an earful for this, but yes, your boss is watching. should be no surprise and in this day and age where it's all about data and data mining you should always be wary anything you have with a circuit can track something you do. i wear a fit bit which tracks my calorie and step count and youp loaded to the cloud somewhere. we all have to realize our bosses will know everything about us and the only way you get rid of it is to put an aluminum foil shield over your head and turn off your cell phone. >> some of the cases that were cited cases where there would be truckers not going on their appointed rounds. they were stopping at their girlfriend's house in the middle of the day. >> i have to tell you, never creases to s amaze me people th

they're not going to get caught. they're more afraid of their wives than bosses. but i -- your wife doesn't sign your paycheck. i think we need to assume that whatever your au wearing, whatever you're doing, hey, nick, that they're watching. >> all right. according to "usa today" college tuition is on average up about 3% this year. that is the smallest increase in lor than three decades. i suppose this is good news. i'm really not surprised at this. i think college tuition had gotten so far out of hand and the job prospects for college grads are down, why would you expect it. >> you hit the nail on the head here. anybody who realizes what's going on and how difficult our economy really is right now, not expect those kinds of increases for college tuition to keep going higher because the demand is not there for the supply that's out there. it's a really simple -- >> and there are a lot of colle colleges, it is hard to get into some colleges, no doubt about it, but there's a college out

there with a seat ready for you if you want to go. >> yeah. but i really think that more has to be done. because at the same time this was happening, tuition only -- slowing in the increases, federal aid is going down so i mean i have friends who are, you know, saying hey, i know you love ballet, but how about fencing, try fencing, already thinking about scholarships. >> go where brian sullivan is, in a bar, get an oil job and make money and then earn your engineering degree. the securities and exchange commission is considering allowing start-ups crowd fund or sell stock over the internet to smaller investors. it has been popular in raising money for independent films, art projects. dom, will this open up a new field of investing? hasn't it already? >> it's fantastic if it happens. this is part of the jobs act, really jump start small business and if it can happen this could be a way to really jump start small business, a real driver of

our economic growth. i think it's a great idea. >> i do think it's great. i think kickstart is great and opens it up for companies that don't have a profit you get in return. something has to be done about protecting investors because i don't think people who make the products or services are necessarily going to be thinking about the responsibility you would if you were an ipo. >> regulated in some small way. >> thank you very much, dom and cindy. three of the biggest winners in today's trading where cnbc is are checking out america's favorite most widely held companies. the companies you own directly or are in your funds. we'll be back after this. ♪

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medical or dental procedures. i've got three important reasons to up my game with eliquis. [ male announcer ] ask your doctor today if eliquis is right for you. let's get you up to date on the markets before we hand it over to "street signs." the dow down 66 points, we were down triple digits at one point, the s&p 500 down about 9 on the trading day and the nasdaq suffering the biggest loss down 25 points. three winners today, corning, the nasdaq omx an devie. corning up 13.5%, a 14% gain for the nasdaq omx and devry up.

ty? >> what a fun hour we've had. marcus, profit putting $50,000 in orders on-line for that dguy with the camp stove. >> it's been a lot of fun and you know the power pitch it's fantastic. keep watching cnbc. "street signs" begins right now. >> the finals coming up later. see you tomorrow. >> so much natural gas being produced in north dakota they have to burn off the excess, called flairs. see them all over the skies at night. welcome to a special "street signs" all part of america's power play. we have come from midland texas to here in williston, north dakota to tell the story of a bakken shale. if you thought you knew the numbers, i want you to think again. take a look at this. average daily oil production ten years ago, was under 2,000 barrels a day. today, it i