tax prep and potential obama care play. >> alcoa, they have a strong quarter i think. >> dr. j? >> next week's 39 calls in gap stores, gps, big buysing there. have a great weekend. see you soon. "power lunch" starts right now. >> "halftime" is over. the second half of your trading day begins now. >> scott, thank you very much. feels like tuesday, it is friday. a weekend just a few hours away. a chilly one. and a jump back after yesterday's big drop in the market. today we're going to look at stocks where there may still be some more room to run. fk snow does cover much of the midwest and northeast and that means this, flight delays. we all get it. but it also led to passengers being stuck on runways for hours. we thought that had been taken care of years ago when they passed big fines over it. not yesterday at chicago's midway. isn't there a better way to

handle these kinds of situations? look like cockroaches out there. today we'll find out why the airlines and airports do not use mobile staircases or bus or mobile gates like they used to at dulles airport outside of d.c. is there really no way to solve being stuck on the car makacar tarmac. >> a huge vote for boeing on a deal that would keep manufacturing for the new 777 xshg in the seattle area. will the union members defy their leaders and say yes to the deal? if so, could that really break the union? and the "wall street journal" picks six ceos who might well be in trouble in 2014. ceos on the hot seat, we will name some names. first to sue who is here warm, safe, at headquarters. >> that's right. it's snowy and cold out there and if you're home today, because of the snow, making some early 2014 investing decisions here's where we stand at 1:00

p.m. eastern time here on a snowy east coast. the dow jones industrial average up 20 points, 16,461 and change. the s&p, last trade there is down a half a point. and the nasdaq composite right now is also down by about 12 points. on a percentage basis it's the loser today. the russell 2,000 up a quarter of a percent or about 3 points. yield on the ten-year note coming in just under the 3% mark. we did touch up against 3% earlier. gold after a huge move earlier this week is up another 12 bucks. nat gas is up about a percent and a half right now and brent crude down about half a percent. looking at small caps, stocks with still room to run in 2014 and, of course, today's big movers, bob pisani on the floor of the nyse and dominic chu is here with me in ec. bob, you go first. >> the important thing is you put up oil there, a little early for broad themes, but oil at a one month low, transports doing well. put up the airlines having great

day. overall the biggest subsector gainer here, delta 5%, american air, jet blue on the strong side. a lot of issues about the yield curve, some of the banks are doing better, expectations we're going to see a steepening yield curve in 2014, a big help to the banks, bank of america, citigroup, jpmorgan. speaking of higher interest rates, concern higher interest rates might hurt groups, telecoms and utilities are down. hasn't hurt housing. etfs of housing up eight of nine days. highest levels in seven months since is concern about the taper brought them down in the middle the year. one sector i'm concerned about, sue, emerging markets. look at that eem. the emerging markets stocks. we're at a low level here. we've been down about 4%. concerns ability disappointing china data yesterday and concerns about the taper pulling money away from some of the

overseas concerns. you haven't made any money in that eem in the last four years as china has been a real problem for that particular index. >> it's been the main drag, you're right. thank you very much. move over to sheila dharmarajan with her stock screen focusing on stocks with room to run. >> worried you missed out on the rally of 2013 and wondering if you should get back in the market we have stocks according to average analyst price target could be a 15% winner in the new year and, of course, this all depends if the analysts are right. first up is urban outfitters. the company had a terrible 2013. posted a decline for the yearp . jeffreys thinks 2014 could be a different story. they upgraded the stocks to one of the best picks of 2014, said this is a turnaround story, the turnaround momentum is there, the anthropology brand is coming back. of course the consumer is healing.

potentially good news ahead for that stock. second up is delta airlines. this is interesting because their stock had a monster run in 2013 up over 100%. today getting an additional pop after the company posted strong december number. but ab ber core research thinks there could be more room to go. ap lists talk about the company's strong free cash flow yield, saying using the cash for all the right purposes and can't forget about the halo effect of all the industry consolidation we've seen. finally last on the list is starbucks. another big winner in 2013. talk to analysts about this stock, there is an overwhelmingly bullish sentiment on it. average analyst price targets talk for a 17% upside in the stock price. basically the story is all about growth. starbucks has a lot of new products that are coming out, trying to pierce the grocery store channel and, of course, you have unit fwroets of more and more chains in asia and india. all about the growth that's ahead for starbucks. they warn me, analysts say the stock is a little pricey, the company is getting big.

it has it to execute to continue to deserve this upside. sue, back to you. >> okay. thanks, sheila. terrific job. dominic chu has been standing here, chatsing about our days in california. >> absolutely right. >> before that you were working hard on your screen. >> we were talking about small caps. a reason many traders care about the small cap stocks because they're viewed as possibly a leading indicator for the direction of the broader market and even the broader economy. so when you see a divergence and underperformance in that part of the market, it suggests maybe there's some attention that should be given to it. that's what happened yesterday. the first trading day of the year, the s&p 500 dropped by around .9%. the russell fell around 1.1%. may not slij a lot. it's one of those days, one day's worth of performance, but we've seen a relative weakness in small cap stocks over the last week or two. after hitting a 52-week high that russell index has started the beginning stages of what could be a move lower.

among yesterday's biggest losers, were on-line review sites angie's list and brewer boston beer company make sam adams beers. the big question for investors becomes whether or not the small caps can follow through. they were up 37% last year or if last week's underperformance is just a precursor, tyler, to more moves to the downside ahead. that's the big question. >> dominic, thank you very much. dominic chu reporting. let's go out to los angeles and check in with julia boorstin with the news alert. >> tyler, blackberry has filed a lawsuit against a company co-founded by ryan seacrest called type o products. alleging patent infringement. they said it's copied its keyboard with its iphone case. the keyboard slides over the i phone would be available for preorder this month for $99. ryan seacrest co-founded the company but the ceo of show me

lawrence holer is the ceo. it started when the two of them were looking for a better way to type on their iphones. we reached out to typo but we haven't heard back. certainly a clash of the titans. >> that is a big one. julia, thank you very much. speaking of big, there is a big deal in cyber security to tell you about. fireeye, there you see the stock, buying ma nshg dia n for a billion dollars. look at the shares, up 34% today. they're the buyer. what's it mean for the rest of the stocks in the space? josh lipton on the case in san jose. josh? >> tyler, hackers, of course, have been busy this week attacking targets far and wide from snap chat to skype but their jobs might have just gotten a lot it tougher. in a deal described as a game changing acquisition, fireeye is buying mandian for about $1 billion. this brings together two names

in the cyber security industry that complement each other. fireeye it knows whether your company has been hacked, mandiant can tell who attacked you. the sales exceed $100 million. kevin manidat, founder and coo of fireeye talking about the deal and broader cyber security threat. >> right now we're dealing with the attacks of steal intellectual property and credit card numbers. we worry about the attacks more nefarious meant to disrupt business and disrupt perhaps electric grids. >> this deal also creates a security platform that poses a challenge to rivals in the sector like palo alto networks, semantic and mcafee. stock is racing higher today up more than 150% since it went public last september. dan ooims of fbr expects to see more consolidation in the space,

potential acquisition targets he says, proof point, fortinet, imper va and palo alto are all in play. now expecting revenue between 55 and $57 million. sue, back to you. >> josh, thank you so much. let's go back to dominic chu. he's got a market flash. >> thanks. shares of sprint getting hit hard this morning. steeple nicolas and s and p capital saying the stock is a sell. if it tried to make a majority stake play in t mobile. saying it thinks sprint shares are currently overvalued. the stock is up 80% over the course of the past year. >> all right. dom, thank you very much. dominic chu. well if you live in the midwest or the northeast and were wise enough to stay home today, maybe you had a nice scene like that or better yet smart enough to move to some place warmer like

naples or fort meyers, here's a taste of the morning commute. not a lot of fun for millions in the northeast today. these photographs are from the boston area. they got hit, more than a foot of snow, maybe two in some areas. snow, ice, and wind and temperatures as low as they have been ins years. 2700 flights have been canceled in the u.s. today. what's it look like this weekend, folks? let's check in with the weather channel's maria la rosa. >> for the most part this winter storm as far as the snowfall is really beginning to wrap up and it's dumped a lot over the last two days. starting to get the snow totals in. anywhere from close to two feet in parts of massachusetts to as much as half a foot in the new york metro area. anything that continues to drift will be because of the gusty winds. already looking ahead to the next one, it's taking shape as early as this weekend starting in the midwest and the great lakes. eventually bringing rain back to the i-95 corridor and by monday as everybody is trying to get back to work and school, you've

got the wintry mick from new york on up into the boston metro. inland you're looking at more snow from pittsburgh to syracuse and albany. on the heels of this weather maker we are going to see some of the coldest air we have seen of the season. frigid arctic and direct line to the northern plains and midwest pushing into the great lakes and even across the south, parts of the southeast including atlanta, not getting out of the 20s by monday afternoon. talk about cold we're into the teens minneapolis. it will feel warm compared sunday into monday. 11 below in minneapolis for your high on monday. you're talking about low temperatures down to that 20 to 30 below zero dangerous cold as we start the week. back to you. >> i believe i just saw a negative 5 for a high sunday in green bay where they play the 49ers, the packers do. that will be one to watch. four big auto stories to tell you about next. cuba's move. you won't believe this one. u.s. car sales. boeing versus the unions.

a big vote on today. the machinists and boeing colliding there. it's 2014. can't we fix the problem of airplanes and their passengers sitting on the tarmac for hours during weather delays? the problem here in the united states still can't we fix it? more "power lunch" when we come back in two minutes. aflac! got 'em. ♪ yeah, he's clean, boss. now listen to me, duck. i have an associate that met with, uh, an unfortunate accident. while he's been incapacitated, somebody's been paying him cash. now, is this your doing? aflac? now, if i met with some such accident, would aflac pay me? ♪ nice. this is your stop. [ male announcer ] find out what aflac can do for you and your family... aflac? [ male announcer ] ...at aflac.com. for you and your family... aflaso ally bank has a that won't trap me in a rate. that's correct. cause i'm really nervous about getting trapped. why's that? uh, mark?

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four the first time in 50 years cubans will be able to buy cars on the open market. before that they had to get

permission from the state first and then buy cars only from state dealers. cars that are still expensive. the least expensive, this is the least expensive is a 2013 pugo for $91,000 and, of course, not many people can afford that and a lot of cubans cannot afford that on the average income of $22 u.s. per month. in the u.s. market car sales cooler than expected in december. ford says sales rose 1.7% from the same month a year ago. overall, the number was 216,592 car and light trucks. chrysler reporting a 6% jump from a year ago. 161,007 and gm saw sale fall 6.3%, selling 230,157 cars and light trucks. ty? >> all right. we are watching shares of boeing at this hour, that has been a hot stock over the past year or so at 137.41 you about a half

percent. union voters begin voting on a labor contract proposal by boeing and a lot at stake for both sides. phil lebeau covers aviation for us live in chicago. phil? >> you know, tyler, if you listen to the rhetoric from the rank and file members of the machinist union out in seattle over the last week as the vote was approaching it makes it sound as if this contract is going to be defeated. we'll get the official number later today. 31,000 machinist members are voting on the boeing contract offer. they rejected an offer back in november. that would have extended their contract through 2024. that would have also included changing the pension and medical benefits. that's the big problem that the rank and file members have with the offer from boeing. boeing says it will build its next plane the 77 x in the seattle area if this new contract is approved. if the iam rejects the contract offer, well then boeing may build it outside of washington and there are a number of cities and states that have already put proposals together seeking

boeing's approval to move that plant there. this 777 x would generate several thousand jobs wherever it goes. take a look at shares of boeing over the last year we'll get the official delivery number from boeing for 2013 that will be coming out monday. we know it will be well above 600 and going to be probably a record in terms of annual deliverance. tyler? >> anecdotically i hear there's a problem with some of the machines built not at -- up there in washington, they have to go up there and get fixed. heard anything like that? >> they're not coming off the assembly line in charleston as quickly or at the level of -- how well, they're being built as they would prefer them to be. the easiest way of saying it. that's the problem that boeing has with its charleston facility and what you have a lot of people saying is this hasn't gone as well as you expected you would be wise to keep the next plane in the seattle area. >> look forward to finding that.

we want to talk about, you know, this other big story with southwest scrambling to fix a huge mess last night at midway airport. the weather was horrendous. but as many as 30 planes sat on the tarmac almost four hours waiting for a gate. once inside -- >> sue i got -- >> go ahead. >> i got up at 3:00 a.m., had to be in early for a worldwide exchange hit and all i heard on the radio were people screaming on talk radio saying i'm out here at midway, i've been out here for hours. >> oh, my gosh. >> it is unbelievable and you have to feel for these people. >> absolutely. we've been looking at the footage. they were stuck inside the airport waiting for their baggage. there were long lines. people were sleeping on the floor. now it was an exceptional weather situation, obviously, but let's talk more about this with seth, managing partner with airline weekly joining our discussion. i know that it's very difficult at midway. southwest is a big airline there, shortage of gates. when you travel in other parts

of the world if there are those issues sometimes they'll bring portable uknow gates out to the airlines and shuttle busses so you can get off of the airplane. why don't we see more of that in the u.s.? >> yeah, sue, you're right. midway in particular, just not a lot of space. you know, southwest has about 33 gates there and they do about 200 departures and 200 arrivals a day. you can imagine once thing start going wrong there's not a lot they can do. i know people say why not bring out a bus. i've been on one of those flights a few years back, jfk, stuck more than three hours and we finally got out through a door on the right, catering door because they managed to bring a bus up there because the snow was too high on the left. by the time these things happen it's too late to use all the other solutions that might work when you don't need them. >> do you agree with that, phil? there are other parts of the world i've traveled to and you have traveled to and the weather is bad and they manage to get you off the tarmac.

is it a legal issue? is it a liability issue? >> it's primarily an infrastructure and man power issue. we have built our airports in this country so the airplane move up to the gate and the jetway that comes out. >> right. >> there are few in this country where you actually see people walk down stairs and get on to a bus or walk into the terminal. and as a result it brings up questions. you would have to have the airports all buy the kind of portable stairs and gates so they could accommodate this and they would have to have the busses and you have a lot of airports already strapped for cash saying we're not going to do that. >> but you know what -- >> this is a once-in-a-lifetime event, at least that's the way they look at it and their feeling is we're not going to invest in this infrastructure in order to change this in the future. >> seth, on the other hand, it might be worth it. they're facing stiffer fines they were never facing before as a result of those incidents with jetblue a few years back. you know, wouldn't you think

maybe an ounce of prevention here. >> yeah. sue that's why this is happening less now. certainly you're looking -- it's $27,000 per passenger the fines. you do the math, 140 or so people on the plane, looking at $4 million up to that per flight. so they are taking measures -- in fact, they cancel flights in advance, proactively they would say, a lot more than they used to, southwest yesterday canceled about 60 flights leaving midway, about 60 coming in, it just wasn't enough. basically what you have is a tradeoff. nowadays airlines cancel far more flights, much more likely to leave tens of thousands, 100,000 passengers home, say let's try again tomorrow, to avoid this situation where you have a few hundred people stranded and yet we see yesterday it still wasn't enough. >> i know. >> sue, real quick, if they wanted to change this they could make the fines not just for the airlines, who are responsible for the gates, make it for the airports too. i bet they would move a lot quicker, a lot quicker if they knew they would be fined.

>> i think you're right. ironically given the situation that we saw yesterday, the airlines are up today, very strong percentage moves in the airlines including southwest which i think is up almost 3%. thanks. appreciate it very much. dominic chu is back for a market flash. >> the reason why those airlines are doing well. it's shares of delta sharls flying high leading gains in the s&p 500. the company reported better december traffic and passenger revenue numbers than last year. helping to set the tone for airlines. shares of delta have had a tail wind, gained nearly 130%. even more than a double, perhaps another reason why the airline stocks are flying high. back to you. >> as you probably notice, sheila dharmarajan mentioned that very airline in her report on stocks to watch for 2014. the higher you climb, the harder you fall. six high profile ceos that are set to face a lot of heat from investors potentially in 2014. plus, martin scorsese's "wolf of

wall street" getting a lot of buzz. just how realsistic is the drugs, sex, rock and roll and partying and what's it like to work on wall street, an insider's review of that movie, controversial one, next. [ female announcer ] who are we? we are the thinkers. the job jugglers. the up all-nighters. and the ones who turn ideas into action. we've made our passions our life's work. we strive for the moments where we can say, "i did it!" ♪ we are entrepreneurs who started it all... with a signature. legalzoom has helped start over 1 million businesses, turning dreamers into business owners. and we're here to help start yours. turning dreamers into business owners. if yand you're talking toevere rheuyour rheumatologistike me, about trying or adding a biologic. this is humira, adalimumab. this is humira working to help relieve my pain. this is humira helping me through the twists and turns. this is humira helping to protect my joints

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very interesting article in the "wall street journal," pressure to build in 2014 on some ceos. of course it is a few year with new challenges and for some of those in the corner offices, quite a bit more stress.

the co-author of the article is here today, sara murray. nice to have you here. >> thanks for having me. >> you focused on six ceos facing particular challenges this year. we're going to run through them and start with sherry mccoy at avon. three-year turn around plan and had to overcome a long running bribery probe into the company. she's had quite a bit of head wind. why do you think she's going to feel more pressure than in the past? >> i think they're not comfortable with how quickly the turnaround is going. still having an issue with sales, bribery probe. a big problem for her they had a $125 million sales software they invested in they pulled the plug in. the things they invested in aren't working either. >> michael jefferys of abercrombie, that stuff has had tough sledding. a lot think perhaps a private equity company might be taking a big stake in this company if he can't it turn it around. >> not only problems with sales but mike jeffreys is pretty

ecentury, said things that have damaged the company brand and there is an activist investor. the fact that they renewed his contract but you never know when you wake up and suddenly the activist investors have gotten together and will own a large share your company. >> i was surprised by the next ceo, marisa mayer of yahoo! on the list, made 29 acquisitions, and she's gotten some praise certainly from investors because the stock performance as you can see from the chart has been pretty exceptional. why did she make the list? >> in their core advertising business people aren't seeing the kind of improvement they want to see. obviously a lot of ceo turnover and this might be an impossible thing to do. the pressure is going to be on for her this year to shore up that advertising. >> they have that stake in alibaba, chinese internet company, interesting to see if they go public this year helps or hurt her stock. >> mcdonald's, don thompson, a

tough year despite a lot of new offerings. >> if your new offerings are fish mcbites and mighty wings people are not excited about it. a lot of new offerings. what that ended up doing is slowing down service not what you want at a fast food restaurant. don's probably not going to get fired but looking for better menu items this year and things to excite the customers. >> let's move on to renee rosenfeld, they make oreos, ritz, cadbury chocolate, the company spun off with the breakup of kraft. >> another company that has to watch out for the activist investor. they're not happy with how quickly she's been cutting costs, not happy with the operating profit margin this year. >> despite the stock performance sp. >> despite the stock performance. they want to see movement in the underlying gauges and are forecasting a muted revenue for the full year. we'll be looking out for that. >> wrap it up with sears, eddie lambpert, the ceo, and he's been deep in this company and kmart

for some time now. >> can't fire this guy no matter how much wall street wants to he owns 48% of the company with his hedge fund. basically no retail experience and it shows. sears is suffering with bad sales and even though the economy is getting better things aren't getting better at sears. >> thank you very muchp. really interesting article. we appreciate it. >> thanks. >> turn back to the markets right now. the gold market hitting two-week highs. big percentage moves this week. right now we're up better than 1% on gold or $13.30 at 1238.50. ty, to you. >> a check on the bond market and, of course, ten year sitting at 3rs. santelli tracking the action. hi, rick. >> hi, tyler. happy new year. i guess if you look at an intraday chart of tens you can see like yesterday rates have slipped from above 3% levels. but the chart that matters is the next one, paired against the s&p, and you can see what seems to be the driver the last couple days. hey, spain's unemployment dropped rather markedly, look at

this four-year chart, some of the lowest levels below 4% on the ten year and two and a half years. the dollar index on the two day start to the year, it's in the green after a much close to unchanged 2013. tyler, back to you. >> and happy birthday -- happy new year to you rick as well. if you haven't seen scorsescors "wolf of wall street" here's a peek. >> this is the greatest company in the world! >> $22 million. >> the real question is this, was all this legal. ♪ >> absolutely not. >> how realistic the drugs, the partying in the film and what's it like to work on wall street? here with us, former trader turned comedian. kind of funny too, a commentary

editor at cnbc.com. you have seen the movie. i have not. i intend to. what did you think? >> i loved it. i thought it was great. i have to tell you, i learned a lot about myself watching this movie. i thought i was a little wild. >> i'm not sure we want to go there. >> i thought i was wild in college. i realized i am not wild. >> you were tame. >> yeah. it was awesome. >> did you like it, rank, and how accurate of a portrayal is it? >> often hollywood exaggerates reality. >> i thoroughly enjoyed the movie. very exaggerated like almost the best of the best if you took all the wall street stories, put them into one, maybe that's what this movie would be like and remember this firm was not a wall street firm. they were on long island. >> they were outliars. >> yes. >> clearly on the outlier. >> and a reason why some of their principals ended up in jail. >> this stuff did go on on the actual wall street, right? >> some places.

>> you're being very careful, raj. >> protecting my friends. >> the best of the best and worst of the wor. illegal drug use, a lot of prostitution involved, things like that. you know, gambling in this establishment. i realize. >> made it sound like this happens all the time like everyday occurrences. >> did you see it. >> on rare occasions. >> what did you say in the article, tuesdays, wednesdays. never on sunday because that's when we rest. >> examples from your real life. >> there are some examples. >> jonna hill? >> you know, that's actually a character you should watch because that's the character a lot of wall street guys -- some guys when money changes them -- >> ever seen a man eat a gold fish? >> i have not yet, but there's still -- i still have many years to live on the earth hopefully. >> this is a -- a raunchy movie i'm told? >> yes. >> fair characterization. >> yes. >> lots of profanity, nudity.

but -- >> it sales. >> and a good cast. dicaprio is excellent, jonna hill, mcconaughey. >> it was really well done. >> all right. guys, we'll see. thumb's up, thumb's down? >> i give it two thumb's up. >> two thumb's up. >> two thumb's up. >> all right. there you two go. raj and cindy. >> sue, are you going to see it? >> i wasn't planning on it. >> we'll make it a date. >> i'll buy the popcorn. >> the nfl struggling to sell tickets for the weekend playoff games, there's a reason for that. the outrageous prices fans have been forced to pay and really lousy weather out there. plus, predictions 2014. growth stocks or value stocks. where you should be in this new year when we come back in two minutes time. [ male announcer ] this is the story

of the dusty basement at 1406 35th street the old dining table at 25th and hoffman. ...and the little room above the strip mall off roble avenue. ♪ this magic moment it is the story of where every great idea begins. and of those who believed they had the power to do more. dell is honored to be part of some of the world's great stories. that began much the same way ours did. in a little dorm room -- 2713. ♪ this magic moment ♪

welcome back to "power lunch." a tough day for utility stocks led lower by eklon, downgraded to underperform from a neutral and cut to a sell from a neutral by sit ty group. other utilities are falling as well. see there, of course, as

interest rates rise dividend stocks like the utility companies become less attractive for investors. keep an eye on those utility, downside performers in today's market. >> we sure will. stocks holding on to just a modest gain now after yesterday's sell-off. bob pisani joins me on the floor of the nyse. we had a decent gain, they can't hold it. >> no. we've lost about 50 points in the last half hour. put up the dow jones industrial, what i think happened, i think mr. mosser with the philly fed, a hawk and voting member in 2014. he came out with comments and said the fed faces great uncertainty about the eventual tightening case. here's what i think was an influence on the market, he said the fed must be prepared for a rapid tightening campaign if needed. fed must be prepared for ap are pid tightening campaign if needed. a number of traders mentioned about that. jeff flaker from the richmond fed who is not a voting member makes comments across the

wire right now. said further tapering should be on the table at future fed meetings. that's jeff flaker, not a voting member this year. fed in their commentary still moving the markets. elsewhere, we don't have the theme yet. december ism was better than expected. i have to say the auto numbers were a little disappointing here. looks like ford, gm, toyota, chrysler, kind of missed expectations. weren't terrible but missed expectations. we're looking for a clear theme of economic improvement. there's two themes very easy to call, sue. one is steepening of the yield curve. everybody is calling for this. easy to buy big banks because they would be beneficiaries of the steeper yield curve. you see what's going on there. the other thing that's easy to call is oil prices down, that's going to be a beneficiary for airline stocks. here's two obvious plays playing out in the beginning of the year. we have to wait for another week or so to get a deeper

observation. i think it's important it to note fed officials moving the market today. >> i think you're right. thanks, bob. we are kind of on shaky ground right now in 2014. but there are always opportunities so where will they be this year? jean, senior vice president is looking at growth stocks. the portfolio manager at mfj group is looking at companies that pay dividend. happy new year, good to see you. >> happy new year. >> start with you, gene. let's -- you think this market does have more room to run and found opportunity, yet we see, you know, some fed officials making some comments and the market pulls back. what about the volatility aspect of that? we've had such a good 2013. >> well, we did, sue, and 2012 wasn't too bad either. i think we're building momentum here, it might not be evident in the senior market indices. we're seeing strength in a variety of different sectors.

i think there's more to run here. the s&p multiple is i think quite tame at a little over 17. but i think that the earnings growth prose pects for this market are improving and yet alyce will be a bit restrained in their outlooks. >> you like dividend stocks and a lot of people looking for income but don't want to be in fixed income. sounds like that might be a solution this year? >> absolutely. we believe that, you know, dividend paying stocks really can act as a halfway house between fixed income instruments and income paying equities. you know, the long-term case for dividend paying stocks is over the last four decades companies that pay a dividend have outperformed the broader markets by about 150 basis points per year and we believe the timing is good given with interest rates potentially rising, a lot of the lower quality nondividend paying companies are the ones most likely to be pinched and likewise, just a version, i mentioned dividend payers have

outperformed but during the last four years, since the market bottom, the markets have been led by lower quality, nondividend paying stocks. you've seen a complete reversal of that relationship. it suggests right now would be a good time to be focused on dividend paying equities. >> gene, you not only follow the fundamentals but the technicals. do the technicals this new year, i know only a couple days, do they support further acceleration to the upside? >> i think so. i think what we're seeing here is a pretty normal pull back to be quite honest and be to burns point about equity dividend stocks they think that strategy is still very good. sue, if you compare the russell value 3,000 versus the russell growth 3,000 last year, almost equal performance in the two. it argues the equity dividend strategy a good one but one probably lopsidedly weighted in a lot of accounts. if investors don't have a pretty good growth content in what i would term a strategically

diversified portfolio they're going to miss out. i think the technical structure of the market is very good, but you have to recognize going into the later stamgs of this cycle and that typically puts more focus on earnings growth. >> thank you both, appreciate it gene and burns. tyler, over to you. >> thank you very much. >> the u.s. economy is still struggling in some parts of the country. las vegas is one of them. will 2014 be lucky for sin city? jane wells live on the strip. jane? >> tyler, for the last five years, we have been watching parts of the vegas strip turn into a bone-yard of unfinished or abandoned projects. watch. >> bone yard, bone yard, bone yard, bone yard, bone yard, bone yard. >> but some projects are rising from the grave and the construction crane is returning to the strip. we'll have that next. got 'em. ♪ yeah, he's clean, boss. now listen to me, duck. i have an associate

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question of the day, what should be done to fix the sit on the tarmac problem? 21% said use mobile gates, rolling ladders/staircases and busses. and fine airports and airlines 23%, let it be and stop complaining. that's basically what they said. see what's coming up on "street signs." >> let it be. okay. how many times, ty, have you heard that this is a sto stock picker's market? well, we've heard it a lot so we've invited two hot shot stock pickers on the show and three tech start-ups that you do need to pay attention to this year including one that might ipo and restaurants retail and relaxation, the triple r way of playing the consumer discretionary this year all those things and lots more as you know. back to you guys in the meantime. >> see you at 2:00. a follow-up to a story we brought you yesterday on "power lunch." the banker that everybody

thought was dead but was really on the lam. disgraced banker aubrie lee price's situation has gone from bad to worse. price a georgia banker on the run after bilking investors out of millions of dollars was apprehended on new year's eve after cops pulled him over for illegally tinted windows. according to the marion county sheriff's office in florida, police found 225 pot plants growing in the garage and in an adjacent mobile home. price was renting the house from richard lee snipes and was using the alias, jason. not anymore. >> all right. las vegas got slammed during the housing crash and great recession and its recovery has still sort of tracked below expectations. will 2014 be a lucky year out in sin city? jane wells live on the strip. hi, jane. >> here's the thing. there are more than $9 billion in projects in the works here on

the strip and more are on the way. now the most visible is the new linked shopping area with a ferris wheel, a half billion dollar investment for see zars which has quite a bit of debt, but see sars the best performs stock in the gaming sector today. new hotels being constructed and plans by one malaysian gaming company to build here as soon as it can get a nevada gaming license. >> what we have less of these days relative to the economic trough are folks looking for a cheap visit, jamming lots of bodies into a single room and not spending money on property. >> i would say my colleagues in las vegas are encouraged by about 2014 and backing it up with a lot of capital investment into the market as are we. >> and in the meantime though, one building still to come down, is the harman at citi center.

flawed, never to be occupied. mg mshgm continues to battle in court. this will be the year when, quote, enough is enough and the lawyers will stop making money and the harman can come down, maybe put something else there. it's coming down while other stuff is coming up. back to you. >> thank you very much. >> no one has gotten out of the gate faster than twitter shares up nearly 10% this week. this after a tough end of december when the stock fell 14% in one day. so a roller coaster ride for twitter over the past two weeks but things are looking four the social media company in the new year. see nice winning streak the last few days. >> oh, yeah. up 2.2% today alone. it's coming down to the wire for some of those nfl playoff games this weekend. why 2013 was also the year of the big gift and why general mills says cheerio to gmos.

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all right. power rundown time. first topic the nfl playoffs begin on sunday.

a couple cold weather games. cincinnati, green bay. three of the four games have sold out. they will not be blacked out. cincinnati the bengals have until 4:00 p.m. to sell the ticket. are these tickets just overpriced an why not selling? >> that's the hard part about this. taking about the face value of the tickets the teams get or put out initially. in the secondary market these tickets have been going for much less. anywhere from 60 to $90 is the get ins price, the cheapest it ticket to get in the games. the real question then becomes whether or not people actually even want to go to these games, given what's happening with the television market. >> if the tickets have been sold into the -- have been sold one time, they're sold. what we're talking about here are box office tickets that remain. >> correct. >> at face value. >> a good thing a lot of the companies are buying these tickets, giving them to the military which is great because it's the right thing to do but because the military guys are the only ones that will be able to sit in the subzero degree -- >> warm you have to sit out in

zero degree temperatures. >> in indy it's a dome. >> that's right. >> it's going to be cold in philly. >> lambeau field. >> minus 30 windchills. >> america's wealthiest philanthropists donating a total of $3.4 billion to charity. the biggest givers, see if you can guess them, mark zuckerberg and his wife, second on the list, nike chairman phil knight and third now former, seems odd to say that, the former new york mayor michael bloomberg. >> the bigger and happy story is that markets are making the wealthy wealthier but that's increasing charity. there were 14 gifts last year of $100 million or more. that was more than -- that was over last year which was 11. charity is going up because the of the stock markets and hope this year is good. >> are the big mega gifts as many as numerous as they were before the crash? >> not quite. we're not quite back yet and that's what people are waiting for. waiting for us to get back to

2007 levels. that was the peak. >> the trend is up, but 2007 the highlight. >> we're not quite there yet. >> people are generous in this country. >> they are. >> that's one thing we all forget. >> and sets us apart. >> we give more individually and particularly at the end of the year. >> one of the main reasons why you see at least for the end of the year such good spirits for a lot of people. we know that giving at least even when markets are down, does tend to be a little better here than other part of the world. >> general mills saying it will no longer use jen netically mod fide ingredients in cheerios. here the story was that the sugars being used were derived from? >> the interesting part about this. when we talk about the gmos, genetically modified foods the idea there's a segment of the market that feels as though these things are not good for people. >> do you worry about them? >> i do not worry about them and i have a question for those that do, understand there could be concerns. but put it this way these foods have been able to increase

yields, the food production for so many places around the world. in the end is it better off that we have food -- >> do you eat genetically modified if you know there are modified ingredients in them. >> i don't. but kids are addicted to chee o cheerios no matter what they're made of. what made this an easy decision they sell gmo free cheerios in europe and not going to do it for their other cereals. this is a cheerios only situation. >> in many cases -- >> kind of an easy thing. parents will say it's safer why not. largely for kids. >> cheerios are the first hard or solid food they eat. >> i liked trix. >> cocoa puffs are big. >> i don't mind about the gmos but having a lot of weird dreams lately so -- >> let's leave it there then. >> three of the biggest winners in today's trading when we come back. ve you fifteen percent or more on car insurance. everybody knows that parker.

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almost 3% and tenet health care. not a bad start. >> always great to have you in the building. >> don't let us stand next to each other. >> no. >> even when doing this shot there's a gray left. >> you on the left, tyler on the right. >> that's it. >> she's here with me. that will do it for "power lunch." "street signs" starts now. ♪ ♪ you make my dreams come true >> i certainly don't know if we can make your dreams come true but we're going to try. happy friday. welcome to "street signs." we're going to go heavy on new ideas for you. got some savvy stock pickers with their best idea and your other hot topics the deal rocking one sector and stock in particular. what car sales are telling us about the state of the u.s. economy right now and the hottest tech start-ups of the year. i want you to think about a $200