all right. final trades. pete? you won the debate. kick us off. >> delta. >> doc? >> rai. joey? >> i screwed up kors. stay long. >> gmcr. take profits. >> have a great rest of the day. "power lunch" begins now. lace them up. "halftime" is over. the second half of the trading day starts now. >> whatever those guys just said, with all those ticker s symbols and letters. we have truly amazing video to show you. michelle caruso-cabrera getting inside the palace of ukraine's deposed leader. what you will see in four minutes is simply amazing. so much wealth in a country so very, very poor. the people have made their way inside the palace with michelle and you will see it for yourself coming up. consumer reports closer to home, out with its top automobile picks. a big, big win for tesla. a big miss for ford.

we will tell you about that. and jim cramer warning of a top for stocks possible. last night he did it on "mad money." we will hear the sound that could shape the markets. you'll find out what others are saying as well. first let's check in with sue at the nyse. sue? >> we have a modest market gain but we have a big stock, individual stock, on the move right now. seema mody joins us with the news. >> that's right, check out riverbed technology. elliott management has increased its offer to acquire the company for $21 a share. it had previously offered $19 a share. elliott has about a 10.5% stake in riverbed. the stock up better than 5%. sue? >> thank you very much. we will keep an eye on that. we are also keeping an eye on shares of tesla, up 16% on a bullish call from morgan stanley. consumer reports also loves the company and so does wall street, as you can see it's up better than 600% in a one year period. you heard me right, 600%.

phil lebeau with more on consumer reports' top cars list and a first on cnbc interview with consumer reports. phil, over to you. >> reporter: thank you, sue. this is an important report because it really is the benchmark thisat a lot of peopl use. four major story lines coming out of the latest annual auto report from consumer reports. the big one, tesla model s is the best overall, top overall pick of all cars in the survey. ford falling to second to last among auto brands and chrysler has a big win. for the first time in 16 years, it has a brand that is a top pick. the ram 1500 is the number one pickup in the eyes of consumer reports and non-japanese brands have surged in the latest survey by consumer reports. let's bring in john linkoff from consumer reports. a lot of important stories here. tell us first why you gave a rating of 99 out of 100 for the tesla model s. >> well, the tesla just really

impressed us significantly in all aspects of testing, driving. look, it gets 225 miles on a single charge so that's head and shoulders above any electric car out there in comparison. yes, it costs probably twice as much as other electric cars but you actually are getting performance for your dollar. also, it's about 84 miles per gallon equivalent so that's very impressive number. it gives you porsche handling. it gives you the quietness people come to expect from a lexus or another luxury car. it can hold seven people with the jump seats in the back. it really does everything and it should at that price but also because it's a single line in the manufacturer, they can focus on making that car perfect. >> reporter: on the other end of the spectrum, you've got ford rated as the second worst auto brand. what's the problem at ford? >> ford's really been hurt by reliability. we have seen the release this week that they are going to move away from the microsoft system for their my ford touch system and go towards blackberry system that's used by audi. it's probably a good move

because that my ford touch system really hurt a lot of their reliability in our survey as well as outside surveys. it's been kind of pushed down that it's user error but it's not. it's not a user error when the system freezes or when it's slow to update or when updates have to keep coming and coming. that's really hurting ford a lot in our reliability survey and it's hurt it in its score in our test because that's going to knock down the test score of the vehicle in our testing process. >> reporter: one last question. this is the poorest rating you have ever given ford under the leadership of mulally. they made improving reliability a big push and they did for awhile. where does this say about where ford is right now? have they taken their eyes off the ball when it comes to reliability? >> they have had such a wide model range. they have taken a lot of cars that when alan was starting are kind of long-running models they did really well and cleaned up the reliability there but introduce a number of new models on top of this universal system, the my ford touch universal

system being thrown out through all its vehicles, that's a recipe for disaster. >> reporter: john, there you have it. the latest report from consumer reports when it comes to autos and reliability. back to you. >> we will talk more about that as we continue on "power lunch." more breaking news now in the bond market. two-year notes up for auction. rick santelli, how did we do? >> reporter: well, a-minus. not bad for the beginning of $96 billion in supply, $32 billion two-year notes today. let's go through the internals. yielded .34 which was the offer side so tight on pricing. 3.60, 3.60 of investor dough chasing every dollar security available known as bid to cover well through the auction average of 3.30. we had the best indirect since june at 34.3 and 19.3% was just a wee bit off the auction on direct but a very solid, we are

grading demand at 1:00 eastern. tomorrow's five years and back to you. >> thanks, ricky, very much. we were just talking and phil was just talking about ford. the stock is down about a tenth of a percent right now. david wisten from morningstar is on the line with us. i know you know that ford came in very poorly in this latest consumer reports survey. would you buy the stock right now? what's your rating on it and are you worried about the reliability factor that he mentioned? >> good afternoon. we have a five star rating on ford. i think it's worth $26 a share is our fair value estimate. consumer reports say it is very important but an investing point of view it really hasn't nailed the stock a whole lot. what's been hurting the stock lately has been the guidance they gave in late december about profit coming down year over year for '14 versus '13 because they have so many launches this year, especially in north america. if you look at the data for 2013, ford had a great year

despite the negative headlines they have had from consumer reports. they gained 40 bits of share in the u.s., largest of any automaker. over the long term, i think 2014 will be a bit of a -- not a rebuilding year but getting the company set up for more success in 2015, where they can get a lot of the economies to scale and recoup the losses occurring in 2014. north of 250 a share in a few years is not unrealistic. >> thank you so much, dave. appreciate it. ty? marcus lemonis is the profit. the debut season is tonight. marcus used to be a car dealer, among many other things. what a polymath kind of guy you are. auto nation was his brand. let's talk a little about ford and tesla, compare, contrast. we have been telling you about what tesla has been doing right and ford wrong. what do you think tesla is doing wrong and maybe ford right? >> first and foremost, the tesla

product is fantastic. i want to get that off the table. the technology is amazing. what i don't like is their lack of belief in the dealer body system, i'm a strong believer, i was brought up in an auto dealer family and they are abandoning that concept. >> they have basically boutiques or you order online? what? >> they have company-owned boutiques popping up around the country but auto dealers ultimately support the product with the consumer. who is going to support the product at the end of the day? who is going to provide the value and the retention of the value? >> where and how will you get it serviced or when you don't know how to work the technology. >> who will put the trade values on it when you go to trade it in? >> best advice you could give to ford in light of what is certainly a disappointing consumer reliability rating? >> one of the best ceos in america, i would put my money on him. stick to the basics. fix the technology problems that you have. but don't waver. they are a strong company. >> thanks very much. we'll be back with you several more times this hour. we will put you to work. first, down to sue.

you know, jim cramer last night ringing a bit of a warning bell on "mad money." here's his case for the bears. >> which is why my trust is scaling out from what we bought at the lows. not piling in now. finally the biggest worry of all. we have had two straight months of bad employment numbers. that cannot be dismissed. the market is banking on these numbers being understated because of the weather. bulls should hope so. i don't like retail at all. plus, anything that touches china can't catch a break at all. >> all right. so is jim right? ben willis is with us, bob pisani is with us. ben, what do you think? >> the bears are in the polar vortex freeze. the market rose yesterday. i truly believe it was because of lack of selling. the same thing today. we have had economic data that should have pushed this market down several times. earlier last week, probably down 500 points on the dow. nothing happened.

the sellers are frozen out of this market right now. they are giving -- the economic data is being given a waiver because of the polar vortex, the weather, and i think that's the idea. the correction we had in january was not significant enough and i still think it's yet to come. >> the sellers are frozen out because we are the best market in an overall weak global economy. the u.s. and europe are holding up fairly well and jim's right, china is not doing very well. china is down 5% in the last three days, because of some of the concerns about weak economic growth. >> pulled back today for the first time in 14 days. >> right, but look what's going on today. we have gold up, bonds up, and the stock market up. >> somebody's got to be wrong. >> something's got to give here. >> one market out there that's not right. right now, what would you do on weakness? would you add to positions on weakness? >> at this level right now, no. normally i think that's a great trade for particularly long term investors but i haven't seen significant enough weakness. we started to see it. we only got down about 5.5%

before we started this ascent back up. it's been very difficult. if you tried to short into this run, expecting the bears to come out, you have been hurt pretty good. >> very badly. >> the groupons, teslas, linkedins, those are the ones really getting the market going. >> thanks, guys. appreciate it very much. ty? these are the palace grounds in ukraine. the people now inside the palace touring the property where ukraine's deposed leader lived in opulence. ukraine's currency hitting record lows. while the world waits to see whether the country will get loans, if so, how much and who will provide them. at the same time, ukraine still has no functioning government. michelle caruso-cabrera got into the palace today and is live for us in kiev. michelle? >> reporter: hey, tyler, as thousands of ukrainians crawl all over that estate looking at it for the very first time, dozens of journalists are also looking at documents that they found dumped in the river behind

the palace. i got a look inside that palace. you can't believe what i found. the volunteer guards tell us that this is the most grand room in the palace. look at the intricate inlaid wood floor, the furniture with gold gilding and then this white baby grand piano. a steinway. after dinner, you can imagine he brought guests in here to play billiards on this gilded table. then interesting, it looks like clearly they were in a rush to get out and guards say there's evidence that he was burning something or somebody was burning something in the sink. this is the balcony of the president's former palace. take a look at the floor. granite and marble. then look over the bannister. many, many tourists have come to see how viktor yanukovych lived and they can't believe it. they can't believe the immense amount of wealth on display here in a country so poor. then from the balcony, you can see the river where he tried to dump more than 100 binders of documents before he fled. >> on saturday, we found over

157 folders with wet papers that was thrown in the river, and since that time, 24 hours a day, volunteers and reporters are working to preserve these documents. this morning we started to publish a document we already copied online. we expect a lot of investigative reporters will start their investigation based on these documents. >> reporter: when these were found, what did you think? as a journalist, did your heart pound? >> yeah. actually, a lot of my colleagues were trying to do investigations on the issue because it was well known that something strange is happening and after we found these documents, a lot of them were destroyed, actually burned, and we felt that now we have

something that will work with -- this was used by the guests of the family. the floor is hot. >> reporter: in this room. >> not only in this room, but in other rooms. >> reporter: you're right. it's a heated floor. okay. >> we were lucky that we were here looking over the documents. they are drying in like 30 minutes if you put -- >> reporter: on the floor. >> yeah. these are the originals of the documents. this means that we have the original proofs, proven effects that can reveal the truth. >> reporter: keep in mind the gdp per capita of ukraine is less than $4,000. all of those documents are going to be posted on a new website called yanukovychleaks.org. sue? >> fantastic footage. thank you so much. appreciate it. an 11-minute audio tape has

surfaced on the internet and on it is believed to be the voice of turkey's prime minister telling his son where to hide large amounts of money. today, turkey's prime minister erdogan accused his rivals of intercepting communications. the opposition leader said he should quote, flee the country, take your helicopter or resign, end quote. the lira fell hard against the u.s. dollar today. you can see that move. better than almost 3.5% move to the down side. and the etf that tracks turkey, tur is the symbol, is down 32% in a year. some pretty dramatic moves on those markets today. >> that is certainly true. also true, the polar vortex making a comeback this week. the northeast, midwest, button up, folks. here's the weather channel's tom niziol. >> cold winter weather is relentless for the eastern u.s. as we have another blast of

arctic air coming down out of canada. let's take a look and see how this works through the week. that cold air coming down with another blast here and it's not just the northeastern u.s. making it all the way down to the gulf coast through the end of the week. if we take a look at the temperatures, take a look at tomorrow night going into thursday night. temperatures well below freezing as far south as atlanta, georgia. and up across the great lakes region, several areas with temperatures well below zero for this time of year. in addition to that, we are going to see a little bit of snow shower activity. these snow showers are not going to amount to any significant accumulations, probably one to two inches across the northeastern united states, and that is going in through the tomorrow afternoon time frame. we take a look at new york, that cold weather, average temperatures for this time of year are 44 degrees. we are running 10 to 15 degrees below normal. by the way, i don't need to remind you that saturday is the 1st of march. that's a wrapup on the cold weather. back to you. >> tom, thank you very much. how do you keep moving along

and progressing when your office is a battleground? we have some survival lessons for you coming up next. and speaking of tough environments, how would you like to get caught between pimco's bill gross and mohammed olarian in a huge shouting match? the rs of up to 10 independent research providers into a single score that's weighted based on how accurate they've been in the past. i'm howard spielberg of fidelity investments. the equity summary score is one more innovative reason serious investors are choosing fidelity. call or click to open your fidelity account today. like carpools... polly wants to know if we can pick her up. yeah, we can make room. yeah. [ male announcer ] ...office space. yes, we're loving this communal seating. oh, it's great. yeah. [ male announcer ] the best thing to share? a data plan. ♪ new at&t mobile share value plans for business. our best value plans ever. for example, you can get 10 gigs of data to share.

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lung disease drug had positive results in trials. a programming note, in a cnbc exclusive, brian sullivan will talk live with its ceo, dan welch, in "street signs" beginning at 2:00 p.m. eastern right here on cnbc. sue? well, the profit, marcus lemonis is back tonight with an all new season. we are so excited. the big show is on at 10:00 p.m. tonight but here's a peek at the drama on the lot. >> i don't really have authority over any of the parts. what i mean by that is pete wants his finger on every single thing in the store. he micromanages. i have known him ever since he was 5, 6 years old. he's a very proud guy and he's a good guy. we just don't agree on a lot of things. even the buying of the cars. when we would sit down and say okay, we have x amount of money to spend, he wants to spend money on a $100,000 porsche and

i'm like it doesn't make any sense, if you had $10 million, you go ahead and buy the $100,000 porsche but when you have $100,000 to spend it makes more sense to buy $10,000, $15,000 cars that the average working class is looking for. and he says i'm writing the checks, i'm writing the money, this is what we're going to buy. that's what he does. >> look what's outside, no cars. you're not selling anything. >> and we come to work every single day hoping that something will change. the relationship is very strained. >> i think that might be an understatement. "the profit" debuts tonight. it really seems like an understatement. there's an awful lot of tension there. how did you handle it? >> at the end of the day, unfortunately, the gentleman you saw ended up quitting and what has to happen in an environment like that is the manager really has to be put in check. too often in this country we are finding that managers are putting employees in the middle of things and it's creating a problem in the work force. the end product and the consumer

really suffer. >> you gave me the perfect segue, as you always do. we want to get your take on another situation. basically the "wall street journal" is reporting today the co-founder of pimco, bill gross, argued openly with the ceo mohammed el-erian as investors started pulling billions of money from the firm last summer. marc andreessen says this exact same behavior pattern is often found in the best performing companies in any space and in the worst performing in that space. do you agree with that? >> in no case will anybody advocate for that sort of behavior but when the results are bad or things are not going well, emotions take over. in a situation like this, at pimco, obviously emotions got the best of them. what you don't want to do is stick the employees in the middle of this dog fight. it makes everybody uncomfortable and no one knows who to pick. you pick the wrong side, you will end up outside. >> i can jump in here.

in the video clip we just showed, there was the owner, the founder of the business who says i'm the smart guy here, i'm the founder of the business. bill gross was the founder of pimco. it's very tough when you're an employee, a hired hand, to take on that founder, isn't it? and how can a founder be smart about listening to the opposition or the dispute of an employee? >> bill gross is a genius, no question about it. but he didn't get there by himself. i think that's important to remember. the people around you is what got you there. what we want in a situation like that is for us not to be attacking and not to be hostile. that just doesn't work. the results, being poor is what usually drives that. people fleeing the market, pulling their money out, we're not selling the cars, we get irrational. >> let's turn to the sports world. there's the story out today with new details on the pervasive atmosphere of bullying. a young lineman for the miami dolphins. there's a couple questions that

we're posing. as an employee, how do you manage in a tough workplace and as an employer, when it happens under your watch, basically, how do you deal with it. or do you think this is specific to sports, to the competitive nature of a locker room? >> you know, unfortunately, a lot of youth deaths are a function of bullying. we don't want to have any tolerance for it. as an employee, you can't allow it. obviously if you have to pay your bills and pay your mortgage, you can't just leave, but there are ways to kind of deal with it. as an employer, it's ultimately in the case of the miami dolphins up to the owner of that organization to deal with it swiftly and sternly and have a zero tolerance policy. in my opinion, i think the policy was a little more liberal than it should have been. it's a big problem for me, especially as a dolphin fan. >> a contentious workplace with some creative tension is fine. but when it lapses over into either bullying or into a hostile environment where people

are uncomfortable, then you've got a really corrosive situation. >> we never want to be in an environment where people don't feel like they can argue or have healthy debate. that kills entrepreneurial spirit. but in the case where people are demoralized or minimized, it just doesn't work. >> marcus, they are determined to keep us apart. one of these times we will end up on the same set together. good luck in the premiere tonight, 10:00 p.m. eastern time. "the profit" only on cnbc. >> they are afraid you would eviscerate him. that's what they're afraid of. coming up, we talk about fixing america's student debt crisis. it's a very serious topic we have been covering here on "power lunch." the ceo of sallie mae is here. plus the severe drought in the west. snow and freezing temperatures almost every place else. should we worry about food prices? jane wells has the answer to that one for us. hi, jane. >> reporter: stop bullying me, sue. as if you could ever be mean to anyone.

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we're here to help you turn your dream into a reality. start your business today with legalzoom. we know we're not the center of your life, but we'll do our best to help you connect to what is. so what impact is the extreme drought in the west and the freezing weather virtually everywhere else in the u.s. having on agriculture? jane wells with new data on what it may do to food prices. hi, jane.

>> reporter: hi, tyler. the cost of buying groceries overall is expected to rise 2.5% to 3.5% this year. that's pretty normal inflation. the usda says that's based on normal weather. quote, the ongoing drought in california could potentially have large and lasting effects on fruit, vegetable, dairy and egg prices. we are expecting rain in california later this week. california is the largest dairy state. cows need to eat hay which is costing more and you can see there ain't a lot of it out there. the usda says milk prices are up due to strong international demand as well. look at this, fish prices up 6% from a year ago. the usda is going to monitor to see if this indicates a longer term rise in prices in seafood. beef prices are at or near record and they could rise at the retail level as much as 4% this year. from a wholesale perspective, beef prices rose 5% in january compared to a year ago due to cold weather which impacts growth. and pork at the producer level is now expected to rise between

5.5% and 6.5% this year. look at that chart. bacon prices are up 18% year over year to over 5.50 a pound. my favorite tidbit, the biggest jump in fresh vegetable prices in january, has nothing to do with california. potatoes, up nearly 6% in january due to seasonality. finally, sue, get this number. the usda reports americans wasted 31% of our food supply in 2010. >> that makes me crazy. that makes me absolutely crazy. i'm always telling my kids you can't waste food. so many people around the world don't have it. >> clean your plate. >> something along those lines. starting to sound like my mother. thanks. appreciate it. let's take a look at the gold market right now. metals prices are closing and right now, comex gold is up about $4.40, a fractional percentage move to the upside. little bit of downside pressure on the silver market, the copper

market and the platinum market as well. let's head uptown to the nasdaq. sheila dharmarajan is following the big movers there. >> reporter: well, the nasdaq basically holding at flat levels today after that big rally yesterday. taking a look at the movers, got to talk about tesla. that stock is surging today after that very bullish morgan stanley note. also, very positive rating from consumer reports. take a look at priceline as well. that stock is popping after a strong earnings report. also lifting up other names like trip advisor in that e-travel space. on the losing side, we have expediters international, the freight company, after an earnings miss. the company did cite weak ocean freight prices as part of the reason. also, facebook, apple are down today which is of course dragging down the overall index as well. back to you. >> thanks very much. to the bond market. we had an a-minus in the auction earlier but we have more to go this week. rick santelli is tracking the action at the cme. >> this is a big day in treasuries. treasuries have avoided the

upside of equities but all of a sudden we're seeing the down side of yields and the upside of treasuries. look at a one and two day of tens. more important, go back to the 11. we have had 11 trading days since the 11th in a tight closing yield range from 2.71 to 2.76. we briefly traded 2.69, the lowest yield close for under that 2.71 since the 10th of february. and holding major retracements at 2.75, look at the five year chart, holding 1.55. could be a big technical day for the treasury market. back to you. >> we will keep an eye on it. thank you very much. sallie mae has a new loan service arm name, the first step in splitting into two traded companies later this spring. navient will have $300 billion in student loans for 12 million customers. the consumer banking side will retain the sallie mae name when the split takes effect later this year. let's take a look at shares of sallie mae, down to 23.63.

the ceo jack romandi is with us on "power lunch." we want to talk about the split in just a bit but first talk about the $1 trillion student debt problem. it's a staggering number. more than triple in the past decade. more credit card debt now. more than credit card debt and mortgages combined. give me your perspective on whether or not americans can ever dig out of this. >> well, college -- a college education still represents one of the best investments a student can make in themselves. students who graduate from college have lower levels of unemployment and substantially higher levels of income. i think the key and the most important part is students need to graduate, certainly borrowing money and not graduating is a problem, and to have to keep their debt balances in relationship to their potential starting income. >> what impact on the overall economy, though, do you think that's having? we've heard that sometimes

student loan debt influences whether or not people get a job, whether or not people, because of that debt ratio you just mentioned, whether or not people can buy homes. it seems to be having a much greater impact more recently on the overall economy than it has in the past. >> well, certainly the number of americans student loan debt has been increasing. there are about 45 million people with student loans but as i said, students who go to school, graduate and borrow reasonable amounts are in fact managing their student loan payments very successfully. at sallie mae, our students have lower levels of delinquency than the national average and in fact, our charge-offs are 30% lower than the national average. >> are you hopeful that at some point, a college education, a university education, will not be as expensive as it currently is, which obviously would impact your business certainly, but would lighten the debt load as well? >> there are a number of tools that students and families can

take to lower their costs. one of the most important features that we have launched in the last couple years is encouraging students and families to pay the interest on their loans while in school. the typical student and family who chooses that option cuts the total finance charges on that loan in half, so for someone who borrows $10,000, that can represent almost $7,000 in total savings over the life of the loan. a significant savings over the typical deferring of payments until graduation. >> let me just quickly ask you now about the split. why are you doing the split and how does it affect consumers that may have a loan with you or are thinking of taking a loan with you? >> sure. so sallie mae has a long history of really remaking itself to fit the different environments that we operate in. in 2010, the federal loan programs which used to be our main business was nationalized as part of the health care bill,

and as a result of that, our business really started to separate into two distinct directions, a servicing operations business and a consumer lending franchise. navient, the name we are launching today, will run the loan servicing operations and as you said, servicing loans for about 14 million customers and $300 billion worth of student loan debt. sallie mae will continue to offer family education loans, non-government guaranteed loans, to students and families to help bridge the gap between federal aid and the total cost of education. >> best of luck with that. nice to have you with us. thanks for joining us. >> thank you. i appreciate it. seema mody has a market flash. >> good day for macy's. the retailer posting solid quarterly profits and gross margins. the stock currently trading higher. macy's results helping to push other department store stocks higher as well. take a look at nordstrom, jc

penney and sears among others trading in positive territory. tyler? cnbc's first 25. the top leaders, icons and rebels who changed business the most over the past quarter century. the list of contenders has been cut in half to 100, including some write-in candidates from you, our viewers. find out who made the cut next. ♪ [ bell ringing, applause ] five tech stocks with more than a 10%... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up.

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lets your watch live tv anywhere. can i watch it in butterfly valley? sure. can i watch it in glimmering lake? yep. here, too. what about the dark castle? you call that defense?! come on! [ female announcer ] watch live tv anywhere. the x1 entertainment operating system, only from xfinity. the rush is on to launch a new class of drugs and it could mean some big profits for drug makers. and also for investors. morgan brennan has been investigating and is here to explain. >> that's right, we are talking about hepatitis c. the liver damaging virus that infects an estimated four million americans. until now, treating hepc was a long harsh process involving injections and bad side effects for up to a year.

but now drug makers are developing oral pills that do away with interfuron and cut treatment time down two, maybe three months and have a much higher cure rate. we have a number of companies focusing on this. bristol-myers squibb just scored an expedited approval process for its new therapy. this treatment could hit the market this year. others with treatments in the pipeline, merck and two smaller biotechs. of course, gilead sciences. you cannot forget gilead. it received approval for its drug in december with another treatment combo expected in q-3. i spoke with several analysts and projected first year sales are anywhere from $3 billion to over $5 billion. if that happens, this would be the most successful new drug launch ever. not bad for a market that until now has averaged around $5 billion annually in total. tyler, back to you. >> thank you very much. this is the 25th anniversary of cnbc and we have narrowed our

list of the 200 most influential business leaders, icons and rebels of the past quarter century. we have narrowed it down to 100. we also listened to you, the viewers, by the way, because we asked you to tell us on our list of 200 who did we get right, who did we get wrong, who did we leave out. let's look at the seven whom we added to our final 100 based on your viewer votes. the veteran of the worldwide web. the richest man in africa, built a fortune on commodities. wayne huizenga, founded three fortune 500 companies. the first billionaire of fracing, george mitchell. howard stern, king of all media. lynn tilton, self-made billionaire. and robert wright, former nbc universal chairman and memorably, the founder of autism speaks where he changed the way

autism has been thought about in this country. let's bear down on wayne huizenga and get your thoughts. you used to work for him. three fortune 500 companies. kind of a serial entrepreneur. what does he do better than anybody else? >> he hires the best people and lets them do their job. >> like you? >> well, he hires the best people and lets them do their job. what wayne has done that impresses me the most, he's proven that consolidation works. in a lot of cases it doesn't work but auto nation is an example of a consolidation gone right, not wrong. >> george mitchell, the other guy i want to focus on here, i believe that's who we will bring up, sort of one of the fathers of fracing. he is an interesting guy. not that he invented fracing, but what he did to bring it public, to sell his initial company for something like $30 billion, this is a transformative technology, right? >> it is. what i like about all these people on this list, we were talking about it earlier, is the slow and steady pace in which

they build their wealth, in which they build their companies. there's no get rich people on this. >> no, i was looking at the list. phil knight, '76. john malone, '72. rupert murdoch, '83. hank greenberg, '88. who did we leave off the list that we should have put on, who did we put on that we should have kicked off? >> you kicked him off already but i'm not sure why donald trump made the list. the reason i say -- >> made the first list. >> the reason i say that, when i compare him to people like huizenga or george mitchell or phil knight, phil knight revolutionized sports marketing forever. changed the way we do endorsements, changed sports marketing, the way we advertise athletic gear. there are just people on here that have really set the trend for many years to come. quite frankly, the list is made up of a lot of pioneers. >> sue? >> i think that goes to what i was thinking, most of the people that you have just highlighted,

wayne, bob, george mitchell, they think ahead of everyone else. i like to say that they can see around corners, if you will. they anticipate what's coming next and they don't let anybody tell them that you can't do it differently. they just do it. >> well, i tell you, working for wayne for me was by far the best experience and being part of his company was great, but what he did well is he molded his people, gave them a lot of rope and gave them a lot of resources. if you succeeded, you were rewarded. if you failed, it didn't work out so well. >> you will be hearing from donald trump, i guarantee you. that's a good thing, let me tell you. watch marcus' show, is it 9:00? >> 10:00. >> 10:00. i don't have it in front of me. >> 10:00. >> 10:00. all right. you, the viewer, can continue to vote online for the people you think should make our final 25, cnbc.com/25 to cast your vote. we are listening. we want to hear from you. you have a voice in who the 25

most influential business people of the past quarter century are. 10:00 tonight. >> 10:00. >> seema mody, market flash. >> check out kimberly clark, the stock coming off its lows after announcing it was raising its quarterly dividend to 84 cents a share. it's the 42nd straight year the company raised its dividend. that is nothing to sneeze at. >> no, it is not. thank you very much. that person behind those goldman sachs elevator tweets is unmasked. plus, the drama inside bond giant pimco and the battle over breakfast is heating up. you know it's the power rundown, next. tdd#: 1-888-648-6021 there are trading opportunities

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question of the day, jim cramer said on "mad money" that the markets are at a top. do you agree with him? 47% say yes. 13% say i'm thinking about selling. 12% say i'm definitely selling. 28% say he's wrong, i'm buying. interesting. >> very interesting. sue, let's move on to the power rundown. bob pisani is with us. so is jane wells. the anonymous goldman sachs elevator tweeter revealed. remember this one? he's a 34-year-old guy named john lafevre. he's never worked for goldman sachs. maybe he's worked for "duck dynasty." what do we think of this, bob? >> well, look, it's fine if the guy wants to create witty sayings around things that might have been said in a goldman sachs elevator. but that wasn't the way it was presented. it was presented like he was there. interestingly, his publisher doesn't seem to have a lot of problems with this.

i've got an even bigger problem with his publisher not disavowing him, particularly since the clear location the guy worked there. >> i have been following him for a long time, not because i really thought he was quoting the things said in the elevator. he was funny. the nsa is the only branch in government that actually listens to people. come on, people at goldman are not that clever. by the way, he's only following three people, 600,000 following him, he's following carl icahn, who is following him back, somebody called hope plumbing and he's also following kate upton, who is not following him back. that would make a funny goldman conversation right there. >> i thought the whole thing was hysterical. goldman had an intensive internal investigation. they took it very seriously. >> come on. it was too clever to be real. >> too clever to be goldman, says jane wells. a new "wall street journal" article -- >> goldman might have an investigation of that statement. >> they might. i know pretty clever people there. new "wall street journal" article exposes the showdown at

pimco between bill gross and mohammed el-erian. it apparently got very spirited out there, jane. >> yeah. this is l.a. down in the o.c. you're supposed to be all laid back. >> you're supposed to be chill. >> this is like the wall street version of charles and diana breaking up. i'm telling you, charles is not looking good right here. i say you could take it two ways. if bill gross really is as big a jerk as this article makes him out to believe, he's always been a very nice man to me but i don't work for him, either you want to take your money away from him or you think that's exactly the guy i want fighting for my money. could go either way. >> you have two alpha males butting heads. you have a very strong founder who is not ready to leave and not ready to really share power with a very powerful call him protege but now essentially has become his rival. this is the guy who coined a number of very famous phrases including phrases we all know and love these days. bottom line is this was almost

ichb ta inevitable. >> the new normal is the phrase? >> thank you. >> now let's move on to something deeply important. taco bell for breakfast. why not? the restaurant chain is rolling out menu items like the waffle taco and the a.m. crunch wrap and mcdonald's is thinking about extending its breakfast hours. i think that's a good idea. i always seem to get there just in time to miss breakfast at mcdonald's. thoughts? >> i'm sorry, does that look like table scraps to you there? seriously. look, i like taco bell. i have been there. i think it's a great company. but a warm waffle with bacon scrambled eggs, syrup and cheese -- syrup? >> golly. >> i'm in heaven. >> that's a tough one for me. >> jane, you were talking earlier about the price of bacon going up. there's some nice bacon for you. >> yeah. i just want to look at that for a little while longer.

you guys keep talking. >> it will come to no one's surprise that i never met a bad piece of bacon. guys, thank you very much. sue? it reminds me of the bacon shake we had, remember the bacon milkshake we had jane covering? >> not good. that was not good. that was the one bacon thing that wasn't good because it wasn't real bacon. >> there you go. all right, guys. what's the one stock jim cramer says could beat amazon at its own game? we'll tell you in a minute.

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mixed results for home depot. beating on the bottom line but revenues miss. the company announcing a 21% increase in its quarterly dividend. stock is up 2.75%. tractor supply increasing its stock buy-back program by $1 billion to a total of $2 billion. the stock is up almost 3.25%. zoo lily's results beating estimates. the company went public in november and jim cramer said it is finally a company that could beat amazon at its own game. check out the blog post on cnbc.com. that stock is up 39%.

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♪ we asked people a question, how much money do you think you'll need when you retire? $500,000. maybe half-million. say a million dollars. [ dan ] then we gave each person a ribbon to show how many years that amount might last. ♪ i was trying to like pull it a little further. you know, i was trying to stretch it a little bit more. [ woman ] got me to 70 years old. i'm going to have to rethink this thing. [ man ] i looked around at everybody else and i was like, "are you kidding me?"

[ dan ] it's just human nature to focus on the here and now. so it's hard to imagine how much we'll need for a retirement that could last 30 years or more. so maybe we need to approach things differently, if we want to be ready for a longer retirement. ♪ ♪ before we turn it over to "street signs" let's get you up to date on the market. dow jones industrial average is up 14, s&p is up just under a

point. nasdaq's turned negative, down just a fraction, 1 3/4 points. frontier communications up on the day. blackberry up almost 8%. gamestop up better than 7%. >> blackberry in double digits once again. how about that. that does it for "power lunch" for a tuesday. >> "street signs" begins now. companies with no revenue selling for billions. the nasdaq up nearly 40% in a year. and earnings growth coming mostly from cuts. does that sound familiar? today, we will dig into whether this is a top or whether it really is different this time. hi, everybody. mandy is out. sara eisen is in. coming up on your big show today, if housing has peaked because banks are pulling back on loans, what just one fe