with the dow down about 76 points, here are three winners. mfc, fmc and n 2 holdings. >> that's it for "power lunch." >> see you tomorrow. america the bountiful. the cash cup runeth over. some stats you will not believe on how much money is still floating around out there and what you can still do about it. hello, everybody. ukraine aside, the real reason stocks are down today. professor jeremy siegel has the reason he thinks stocks go up from here. forget ferraris. why the next great investment in cars may be a datsun.

not so happy monday for u.s. stocks. let's take a look at the board. the dow cut its earlier losses almost in half. the nasdaq, however, is down for the third straight day. which would be the first three-day losing streak since the end of january. part of the reason for all of this negative start is, well, let's just look east. china, the world's number two economy here, coming out with weak trade numbers, slamming the shanghai composite which is down about 11% over the past three months. but let's not end on a down note. facebook hitting a new record price today of $71.99. right now it's up over 30% this year alone. from its ipo price of $38 all the way back in may 2012 which of course "street signs" covered extensively, how much approximately is facebook up in percentage terms? don't look like that. you are a smart guy. >> nobody told me there would be a math portion of the show. 38 doubled would be 76, 100% so it's at 72.

90%. >> very, very close. 89%. there you go. >> technical college. >> i throw out the questions and try to make them as difficult as i possibly can and you still come back with the right answer so i will make them more and more difficult. >> virginia tech, not virginia reading. we now know many people in america are struggling. it's hard for millions just to get by. but despite that, every so often some stats pop up that make you realize just how much money there still is out there. today is one of those days. consider this. according to lipper, investors put more money into u.s. stock mutual funds last year than they withdrew from 2008 to 2012 combined. also this. your next guest says of the homesites he's toured, around 40% of home buyers paid all cash and they paid all cash for homes priced between $800,000 and $1.2 million. your third reason we may be the united states of cash, well, you got to wait for that. let's bring in home building and building products analyst at rbc

capital markets, bob whitenhall and professor of finance at wharton, professor jeremy siegel. consider that stat. more money last year than during the financial crisis combined went out. where is all this money coming from? >> well, it's coming from how many trillions of dollars of money is in money market mutual funds that are earning a big fact zero. there is $10 trillion in savings accounts and demand deposits in banks that are earning just about zero. hey, with stocks, 2%, 3% yield and capital gains promised, i don't think it's a dumb choice at all to start moving into stocks. >> there are bulls and then there's you, professor siegel, and you are very well known as a bull. but give us your latest bullish call. where do you see the market going? where do you see all that cash, where does it push the market up to? >> well, my feeling is that the

fair market value of the dow is somewhere around 18,000. fair market value of the s&p 500 is around 2,000. so we're talking about 10% to 15% above current levels and i say that from looking at the last 60 years of data on earnings, interest rates and stock prices, and recognizing that the average price earnings ratio, ratio of stock prices to earnings, is 18 to 19 whenever you are in a low to moderate interest rate environment such as we're in today. so you know, i don't think this bull market is over and i have looked at some of these s&p forecasts of earnings and even i'm shocked at how high they are going. i don't even think we need to get that high for another 10% to 15% on this market. >> professor, do you question yourself? because 2,000 is high. i hear what you're saying about low interest rates but do you ever look in the mirror and say

gosh, i'm really bullish, where could the flaw in my argument be? >> well, if interest rates move up dramatically, i actually had thought that by this time in the business cycle, we would see treasuries at 4 and 4.5 but when i look ahead and so many people wanting bonds, the aging investor society, retirement, i don't think the ten year will go much above 4%. i don't think fed funds are going to reach 2% for maybe two to three years. so in that environment, stocks are going to be the asset of choice, and that's what i see. now, if interest rates go up a lot more, if we start seeing some inflationary pressures in labor or in product markets, i mean if gasoline goes up to $4.50 or $5, certainly we have to look again. but at this point, the signs are just very favorable. >> when we get to your dow target, professor siegel, what happens? is it a sharp unwind or is it a slow grind low? what happens in your scenario

once we reach that end game? >> well, once we reach that level, we say fair market value, that means from that point on, we are going to look at the historical returns. in other words, we are still in a makeup from a very low depressed price, as we know five years ago, yesterday, march 9th, 2009, way depressed. we're about 80% to 90% up to the fair valuation. i think that in the next 10% to 15%, fair valuation. then you look at history. 6% after inflation, after that. so even when you're at fair market value, stocks have offered excellent returns. now, we all know that year to year we can be plus 25, we can be minus 10 or 15, so no one is going to say that's going to be a steady increase from year to year, but it's something for long term investors, all the

young people that i teach that are putting their money in 401(k)s, i.r.a.s, they are the ones that can look forward to these returns. >> professor siegel, it's a real pleasure to get you on. it just dawned on me something, as we let you go. the stock market is the only thing in america you can be positive on and be criticized for being positive about. professor, keep up the good work. thanks very much. >> been a very -- >> siegel, blah, blah, blah. listen, the guy's optimistic, he's out there sticking to his guns. we'll see what happens. if he's right, people will cheer. if he's wrong, people will jeer. bob, welcome. reading your note last night, you paid a visit to your new home builders in california, couple of them. i was literally blown away by the fact that you noted that 40% of some homes, not all, but in the things you visited, between $800,000 and $1.2 million, were all cash. >> that's right. >> who are these buyers? >> we were actually last week visiting el torro and irvine,

california, then went to northern cal, to jordan ranch in dublin, in the bay area. the one thing we saw was robust consumer demand that was well ahead of expectations. we saw average selling prices ranging from $800,000 to $1.2 million. much better mix, fast tempo from a buyer's standpoint. so, if you are overindexed california from a home builders standpoint, if you are the largest developer in california, if you are brookfield residential properties, this is a very encouraging sign. >> a good spring selling season across the nation or just in the west where you have just come back from? >> northeast has been severely impacted by weather. we know that from comments that toll provided. overall, i think vestor expectations are too low. we have upside earnings risk the first time in awhile. the weather took a lot out. we don't see demand destruction. we see demand deferral which will continue to show up. >> hovnanian was on "squawk box"

this morning, said houston was red hot. couldn't build homes fast enough. >> we saw some homes in texas, good-looking product. west of houston, it is enfuego. dallas is doing fantastic. our big finding so far is that california will definitely surpass investor expectations which are muted. >> we have to adjust expectations then. i will bring in steve liesman, who has been sitting patiently listening to all this. you have been saying we've got some data here that we are not in a stock bubble at least yet. >> dot dot dot, yet. i don't have a strong conclusion on this but the data is so compelling that it's worth a look. it has to do with real estate, with jeremy siegel. i'm buttoning up the whole conversation here. what i want to show you is a piece from the z-1. don't get excited -- >> the z-1? i have been dreaming about it. >> any good nerd knows what that is. it's the whole counting of all of our wealth in this country.

it looks at total stock wealth as a percent of total asset wealth. take a look at the chart. you tell me what you think. because the number is 29% was the top. you know when that was, 2000. what about now, brian? mandy? what do you think? it's 24% now. >> we can read. which helps. >> but what do you think? that's really the question. now take a look at it, the next chart should show it, real estate as a percent of total assets. you can see that that is low and muted. that 24 is about five points above the long run average for equities. the 20 is about five points below. so there's room for household -- for real estate wealth to rise and for stock doesn't have to fall off. compared to that 29, what was the fed funds rate in 2000? 5%. zero now. what was the p.e. then? 29, it's about 19 now. so that's a better 24 but i think it's a warning sign, something to watch. >> why is it a warning sign? you've got to love that. >> which part do you love? >> our view is from -- >> that's a good thing for home

selling. >> but i'm at the equity side is a warning side. >> we are excited about real estate prices nationally. we see mid single digit price for new home sales. we see strength. we have a yield of 2.8%. that will support robust real estate prices in the next year. >> here's the thing. okay. my point is this. if i think stocks are overvalued, i'm not saying brian sullivan does, i'm just saying, if i'm joe blow and i believe it and i made some coin, i might sell and put that money into an investment property. >> but what happens to equities at that point? that's a warning sign for equities. >> listen -- >> i actually brought one more, like a nerd alert bonus. which backs up what we're saying about real estate. it's net worth. do you know what happened to net worth in 2013? that's a math question for you. >> a math question? >> the answer is in trillion. give me a number what you think it was last year. i will do it for you.

$10 trillion. so a lot of net worth rise but not a whole lot of spending. this is something that could really underpin real estate and consumer spending this year. marty feldstein on "squawk box" talking about his outlet for 2014 is better, it's because of that $10 trillion rise in net worth. >> we would add to that if you have rising equity markets, stronger real estate markets, the intersection of that is to repair and remodel spending. companies like fortune brands, masco, mohawk that are well positioned to benefit from the overlap of these powerful trends. >> thank you very much. i love the z-1. >> nerd alert and nerd alert bonus today. we have all these amazing data points, strong flows of the stocks, home buying strong and maybe no bubble. good stats. but it all leads to the big question. what the heck do we do with all this information? mark, a lot of very positive

things we just pointed out. but i'm thinking what do we do. >> a couple points to professor siegel. i love the old saying you either give them a time or price but not both and he did that quite adroitly. i think that last year was almost a record in terms of new issuance as far as equity. new issues i believe were like 235, the prior peak was '07. a lot of that money's in california where these homes are being purchased for cash, number one. then number two, the fed's the biggest buyer in the mortgage market, suppressing rates. which you know, have come up somewhat but not a lot. i would also argue that the federal government cannot afford a 4% ten year treasury. i think we are in a bit of a conundrum. unemployment has come back up a little at 6.7% recently. if we get any growth or inflation, i think the ten year backs up.

>> you are biding your time here. you have about 30% of your fund in cash. normally you have only about 12% to 13%. what are you waiting for? what are you waiting to buy specifically? >> well, mandy, i think it's really a byproduct of what we can find in the marketplace. we will take what the market will give us. we are constantly in the capital markets. i don't consider myself necessarily a bull or a bear. really just a contrarian of value sensitive participant. i think that if you really look back from this trough that professor siegel mentioned, march 9 of '09, we compounded money at 25% so even though people dislike bulls, i think they really like prices have risen a lot. that's something i try to avoid. i think it's hard to find in this environment really cheap equity securities where there's a discount between the market price and the private market value. but we found a couple. >> you've got aaron's and big lots. i want to bring in brian with a

couple of picks. tell us about them very briefly. >> i think what we are looking at is kind of the same environment. we've got these companies who are making a lot of money and really, how do they put it to work and utilizing that on their bottom line. we see free cash flows stepping up because of the improving environment, so a lot of our companies, what we see is they want to return this to the shareholder in forms of either through acquisitions, making smart acquisitions which grow the bottom line or they are doing share purchase agreements or they are doing dividend increases and they are looking at ways of utilizing that cash flow and getting investors more return on their investment. >> bottom line, do you agree with professor siegel? >> i really do. i think we are looking, you know, this next quarter is going to be interesting because of all the weather related effects but i think as we go into the last half of the year, we've got a lot of bright spots coming on the horizon and i think it will be a great year. we are kind of in that 8% to 10%

overall increase in equities for the year. i think that that translates not only to this year but to the next couple years as well. >> brian, your picks are avis bum budget group and huntington, which builds nuclear and non-nuclear ships for if u.s. navy among other entities. thank you both very much for joining us. up next, too many unanswered questions surrounding the missing malaysia airlines jet. why do we know more about what happens to a tesla when it breaks down than we do about an airline? also, the world is losing its appetite for mcdonald's. why? we here on "street signs" are blaming bacon. plus we found the biggest wearable tech fan in the whole world. savings accounts? that's right, no hidden fees. it's just that i'm worried about, you know, "hidden things." ok, why's that? well uhhh... surprise!!!

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with citi popmoney it's easy to send money to just about anyone, anytime. visit your local branch or citi.com/easierbanking to learn more. still a lot of unanswered questions about what exactly happened to malaysian airlines flight that went missing over the weekend. phil lebeau has been following this story and joins us now. phil, what is the latest on this? >> reporter: the latest is that the fbi is now awaiting fingerprints from kuala lumpur of the two gentlemen who went on to the plane with stolen passports. they are going to take those fingerprints, see if they match the data base that the fbi has in terms of whether or not this is somebody who might have a criminal background. that is just the latest information that came within the last half hour or so. when you look at the search that's going on right now, nine countries are involved in an air

search just off the coast of vietnam. they have expanded the search area as they're looking for more debris from the missing plane. the area now is expanding fairly quickly as they continue going over areas, of course it's nighttime now so the search is slowing down. it will pick back up in morning, during the morning. keep in mind as you take a look at shares of boeing, that boeing's 777 is one of the most reliable airplanes in the aviation industry. by the way, boeing has a couple of tech members who are over there in malaysia assisting the rest of the authorities with the search for the missing malaysia air 370. at this point, still more questions than answers in terms of what happened. >> phil, thank you very much. appreciate it. let's bring in jim tillman, a former pilot as well as an aviation expert. jim, welcome to the program. you know, if we look at the technology, the black box, et cetera, it's pretty much been the same for 40 plus years. why do we know more in some

cases say about a tesla than we do about realtime aircraft information? >> well, first of all, the black box you're talking about has improved a lot over the last 40 years. it's a completely different device now and it's gone right along with all the other technological advances we made over that period of time. but so far as this particular accident is concerned, we haven't quite gotten there yet. we haven't found the boxes. we don't have any idea where it is at this moment. the frustration that we are experiencing is based upon the fact that we just have so little to go on. >> that's sort of my point. people have raised this before. why is the black box on the plane? can't we translate -- transmit the signal some place else so that when we have something like this, we at least have the information available that may not be lost at the bottom of a sea? >> well, you make an interesting point but i got to tell you,

there's no information as accurate as information at the airplane while the airplane's doing what it's doing. we have not had a lot of trouble with black boxes. generally they survive almost every accident and they give us remarkable information that we couldn't get any other way. remember, there are two of them. one of them is a cockpit voice recorder, and that records all the sounds. doesn't make any difference whether it's a warning sound or conversation in the cockpit. the other one is a flight data recorder. we really have literally hundreds of parameters that are measured realtime with this. it gives us all kinds of information that we couldn't get any other way. your idea about it is interesting, but can you imagine how many devices we would have to have on the ground to take care of the millions of flights that take place every day? so i mean, putting them on the airplane does make good sense and they have not presented any great problem during the investigation so far. >> i have a very simple question

that is not such a simple answer. that is, what do you think happened? >> well, that's an interesting question, and if i knew that, i wouldn't be talking with you right now. i would be probably some place else. >> what's your guess? >> a guess is that there was something explosive that happened. it was catastrophic. it was so sudden and so not understood that no one had an opportunity to react properly. no discussion from the cockpit to the ground saying that they had a problem. nothing at all. as a matter of fact, everything just stopped, everything went dark on radar and every other way we have of measuring that flight. it was so sudden and so complete and so fatal that it makes me think seriously about some kind of breakup in the air that just made everything impossible to discover what really went wrong. >> jim, a pleasure to have you on the program, sir. thank you very much for joining

us. >> thank you. up next, one analyst saying there was a 35% upside to one very popular stock. that's coming up. plus another simple question. that is which stock market has had a better run since this man here. if you can't see, it's a very teary boris yeltsin of russia. huh, fifteen minutes could save you fifteen percent or more on car insurance. everybody knows that. well, did you know pinocchio was a bad motivational speaker? i look around this room and i see nothing but untapped potential. you have potential. you have...oh boy. geico. fifteen minutes could save you fifteen percent or more on car insurance. [ male announcer ] how did edward jones become one of the biggest

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it is street talk time, the daily rundown of stock news and views we hope at least you can use. our first stock of the day is twitter. it is up marginally but it got a big target increase. >> marginal today but mkm putting a $72 price target on twitter, up from $50. that is 35% higher than the current price. obviously it's a buy rated name. they say the market has accepted disappointing audience metrics but they think they will increase their revenue stream $72 on twitter. >> we have kb homes down slightly after a downgrade to underperform from buy at b of a merrill. >> stock down 4% right now. target cut to 21 from 24.

they still see a little bit of upside because that's higher than the current price. concerns the housing market recovery is losing momentum. the same call, they downgraded meritage homes. we disagree. >> let's take a look at what archer daniels is up. the stock seeing gains after an upgrade to outperform from market perform. >> up 2.4%. obviously huge agriculture company. their target, 50 bucks, about 20% higher than the current price. they like the earnings upside. >> let's move on to our next stock, charter communications, upgraded to buy from hold. >> the stock's responding up 1% to $128.23. their target, though, $150. $150 on charter. that's 18% upside. they see double digit growth potential. also maybe an acquisition. charter is trying to buy time warner cable. obviously our parent company, comcast, got them. the average target of 50. the cover target is 144. >> we always do an under the

ra radar stock of the day. today is alon usa energy, seeing decent gains. >> big gains, 11% for alon. ticker is alj, an independent refiner, marketer of petroleum products. target hiked to 19 from 16, about 30% some upside. fourth quarter earnings beating analyst expectations by three cents. there's your under the radar name. >> coming up next, baron's says beware the 3d printing. we will talk numbers. >> cramer digging in to energy in the gulf of mexico.

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we asked you earlier in the show which market had performed

better since russia's president, boris yeltsin, here in this picture -- >> apparently your microphone isn't working. i blame yeltsin. first off, so your question was -- i will repeat it because for some reason, you have a framed photograph of boris yeltsin at your desk. she took this from her home. i find it as strange as you do, america. however, her question was this. which market since this guy left in 2000 had a better return, the u.s. or russia. hold on. watch this. no, no, hold on. go ahead. give them the answer. >> okay. and the answer is overwhelmingly, russia. overwhelmingly russia. >> russia has done better than america? i don't believe it. >> 552% since the 1st of january 2000. dow, by the way, is up how many percent? 44% at the same time frame. the s&p 500 up 29% in the same time frame. sorry, guys. russia wins. >> now i can't talk because my microphone's off and yours is working.

we're ready to go. that is interesting. russia wins. beats america handily over that time. who would have thought. now let's talk some numbers. 3d printing stocks are in focus after a baron's cover story boldly said beware of 3d printing. in fact, the article questioning valuations and suggesting that industry leader 3d systems ticker ddd could see its stock fall by as much as 80%. let's talk numbers. on your technicals, j.c. o'hara. on the fundamentals, john stephenson. j.c j.c., i will start with you. i'm a big believer in the technology, if not the stocks. this is ahnictrade. any way you see 3d systems dropping 80%? >> just looking at the charts, i see a potential for another 20% on the down side. let's take a step back. first from the highs of this year, we are already down 35%. what's interesting now is where the stock sits. right at that $60 level. looking at the charts, there are

several levels of support all converging right around here. first you have the uptrend line from the 2013 lows. you also have a flat 200 day moving average. lastly, you retrace about 50% from the 2013 lows to the 2014 highs. so all of that said, if you are a bull, you should step in here. lastly, there's a giant head and shoulders pattern. we haven't completed it yet but there's two shoulders at 80, head at 100, neckline at 60. you put those together and if we don't hold 60, we have a lot of room on the down side. i see 20%. >> do the fundamentals back that up, john? >> not at all. you are more likely to see $112. this is a company that's growing very fast top line and bottom line, should grow at least 36%. that's midpoint of the guidance range. keep in mind this is an industry that took 20 years to get to $1 billion in sales. it's doubling every year going forward. it will be $11 billion in six years. this is a phenomenal growth

story. 57% of the revenue of this company is occurring in terms of services, materials and parts on demand. this is high margin. this is dragging up the overall margin for the company. i like this name. >> he likes it. that's the whole point of talking numbers. we got a different point of view technically and fundamentally. thank you. folks, what do you think? who will be right? let us know on twitter. be sure to check out the online edition of talking numbers, part of our partnership with yahoo! finance. are the golden arches being permanently tarnished by a king, a red-headed girl and a giant-headed clown? first, what was i thinking with my 2014 predictions? google glass is so last year. josh lipton is ready to show the world the next big things in wearable tech. josh? oh, my god, what are you wearing? >> reporter: listen, here at south by southwest, it is all about wearables this year, including these. i will tell you all about it when "street signs" returns. tdd# 1-888-628-2419 searching for trade ideas that spark your curiosity

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well off the lows of the session. we were down 118. >> yeah, that's true. coming up, jack vogel on how to navigate this market and with well over $2 trillion in assets now, is vanguard itself too big? >> can't wait to hear his answer. plus, former apple ceo john scully is getting back into the technology game, making some big moves in the indian smartphone market. the question is, will they buy into it? that's coming up. >> if you are getting into the bargain part of that market, is that too costly for that segment. we will talk about that and more coming up top of the hour on "the closing bell." okay. well, move over google glass. the competition to become the next big thing in wearable tech is heating up at the south by southwest festival. josh lipton is there and has two really cool gadgets to show us. first, he spoke to the biggest fan of wearables on the planet and when i say the biggest, i mean literally, right, josh? >> reporter: yeah, the biggest.

listen, it's a $3 billion market. it just keeps getting bigger. wearable technology is certainly generating a lot of buzz here at south by southwest panels, discussions, competitions. i did talk to the biggest fan of wearable technology here at south by southwest. he talked to me about his use of fitbit. take a listen. >> puts me back into great athlete mode. if i'm doing a lot of stuff during the day and i walk 4,000 steps, it's almost 12:00, i got work to do. that forces me to get on the treadmill. >> reporter: remember, shaq knows tech. he's part owner of the sacramento kings. they of course incorporate google glass into their games but what could be the next hot wearable? we might have just found out. here at south by southwest, 48 startups all competed and it wasn't just bragging rights. past participants have received $600 million in funding. the winner this year was scully

helmets. what this does, you get on your bike, put on this helmet and it eliminates all blind spots so you can see what's at the side and what's behind you. should be available for purchase in q-4. weighs less than five pounds. the other one is called the gliph. this is billed as an entirely new multi-media experience, whether you're watching games or movies. it's displaying images directly on my eye. the hope is the images can be sharper and clearer. the guys behind it tell me they raised $1.5 million on kickstart in just 30 days. they are hoping for delivery by end of this year for $499. so right in time for christmas, perfect gift for your kids. >> can i just point out the genius of our forefathers because hold up that helmet again. you put that thing on, someone will point you to the tavern so you can find hans solo. the other thing was jordy from

"star trek the next generation." are we going back in time? >> reporter: it all comes together. this one, less than five pounds. the part that's really interesting, it's not just the technology, you can see behind you, see to the sides, eliminate all blind spots, also more aerodynamic. inside, this is actually material they use in nasa so soaks up a lot more perspiration. should be available q-4. back to you. >> keeping motorcyclists safe. >> moving on. you have to watch more sci-fi. i need to correct something. those things can't be the next big thing because google glass hasn't been anything. >> my prediction was this would be the year of the glass. the year is not over. >> yes, it is. in the past year, the dow is up 14%. in the past year, mcdonald's is down 3%. today, same store sales fell in america. what's wrong here?

let's bring in peter soleil. jack in the box up 79%, wendy's up 71%, burger king up 49% in the past 12 months. why has there been no appetite for mcdonald's stock? >> okay. so let's put things in perspective. mcdonald's had a great probably ten-year run where they have outperformed a ton of share. their unit volume's running about 2.8 million. that's at least $1 million better than the majority of their competitors, in some cases $1.5 million better. their traffic around -- you're talking about 1300 transactions a day on average, just about double what chipotle does. in absolute numbers they are still the clear leader t problem is the percentage traffic. many of their peers are going back to basics and going back to what they do really well. wendy's is going back to fresh ingredients, kind of quality perspective and focusing on lunch and the higher premium price point. jack in the box focusing on late night. you got taco bell coming into

the breakfast now. mcdonald's is fighting back but not gaining a lot of ground at this point. >> you made an excellent point. we were talking about this earlier. while mcdonald's is maybe trying to go the healthy option, a lot of the others are doubling down on giving you good old fat, the things we actually go to these places for. >> yeah. i think the consumer says they want healthy options but what they really -- >> no, they don't. if i take my kids to mcdonald's it's a special treat because they have done something great and i want them to have the sundae and big burger. i won't say no, no, no, you have to have a healthy option. >> if they do something great you take them to mcdonald's? what about a steak? >> mcdonald's is a special treat. it's bad for u thyou. it's a special treat. >> a lot of people want to believe they will eat healthy but in essence they choose the stuff that is not healthy. mcdonald's wanted to have something for everybody, they want the salad for the mom who

comes in with their kids for the happy meal, and they provided that. again, they don't have a real sales problem. they have an incremental sales problem. they are not really losing traffic to customers who are going to the healthier options. >> by the way, the new bacon insider jack in the box, bacon, mayonnaise, two slices of bacon on ground beef that is stuffed slash infused with bacon. you got triple bacon on one sandwich. >> to our point about doubling down -- >> or double down from kfc. there you go. fried chicken. peter, thank you very much. never let me do something great with you. >> why? >> i want like champagne or something, not a trip to mcdonald's. >> maybe they can put champagne on the menu as well. salad for mom and champagne for dad. still ahead, jim cramer is drilling down on energy. we will ask him why. he's standing on an oil rig in the gulf of mexico, looking good out there. we'll speak to you in a second.

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all right. let's drill down on the oil drillers. there you go. that was elegantly said. it's the battle of onshore versus offshore. here are the best returns for r the major companies in each space. who has been winning? onshore year-to-date of the screens i have got, you have pdc energy up 16%, newfield, 14%. whiting, 12%. offshore companies not as good. gulf mark offshore, 5%. helix energy you have a half percent. the third best is down and that's sea core. that's probably why jim cramer flew, drove, and choppered his way onto an offshore oil rig. jim, do you think the offshore part of the american energy

renaissance story has been ignored by investors? >> that's a great question, brian, because i think offshore has been consistent. you know how investors don't want consistent. they want huge spikes. companies that are onshore are generating sometimes 30%, 35%, 40% growth. companies offshore just keep bringing it out of the ground and sending it 13 miles over like this one using this giant ship like this. this is a 6% yielder. on top of an energy 21 flat form right here and all i can tell you is people don't want it. they want something radical. >> what would be your investment advice for the people listening with regards to the offshore energy sector, jim? >> well, i have got to tell you, i understand growth. you look at the growth you're getting from some of the onshores. i understand, look, a lot of money just is directed towards growth stocks, and those are growth stock that is are away from technology. people are going to love that.

if you want some consistent returns, you look at the big majors. this where we are was an old exxon field. exxon didn't feel it was getting enough out of this field. they sold it to energy 21. now, that is a little bit more dicey than just buying a chevron or exxon. so i think it's a different strokes, different folks thing. you have to decide what level of risk you're willing to take. >> you have lots of cool guests as well coming up later on. who are you talking to out there? >> we're speaking to the ceo of knew core, the ceo of energy 21. the governor of louisiana. we've got a lot of good guests. >> wow. >> we're really -- >> what's the one thing you're asking all of them. is there one thing you are asking all of them? >> yeah. we're asking who is making the most money off of this energy revolution? how can our investors profit from it? but also we're just -- sometimes there's a feel-good story and we're going to tell it. they're hiring down here. people looking for jobs, watch this show. >> yeah, you're exactly right. if you drive down i-10, right,

southern highway, you see billboards that are saying, we need people. please apply to hornbeck offshore or cal dive or any of these companies. jim, i love what you did. he pointed to the ship, somebody told me, i can't could be firm it, maybe you can, on any rig like the one you're on, there could be as many as 100 publicly traded companies represented in some way. >> i'm seeing different pieces everywhere. there's different little gizmos all around that you see there's a brand name and you say to yourself, okay, that's an fmc technology speaking of the fact that fm c, the old parent, split up today. you will see halliburton's footprint, a lot of compressors, generators, all different companies. a lot of different people represented on these ships. you're so right. a lot of ways to win. >> a lot of ways to win, and on that note, we're going to get a very special edition of "mad money" from the big man himself live from the bayou. it will be at 6:00 p.m. tonight.

we look forward to catching you then. >> better have a lot of creedence clear water. better have some ccr lined up, buddy. >> up next -- >> brian is going to be the third person -- he's going to be taking a victory lap in a 1968 dachshund. >> for for real. no two people have the same financial goals.

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welcome back to str"street signs." apropos of your little segment a 340e789 a moment ago, the russian market is up 552%. the dow is up only 42%. people are saying why do you have a framed photo of boris yeltsin on your wall -- >> let's watch you extricate yourself from this one. >> before you think i'm like some rabid comcommunist, the ren i have this is this is a newspaper, the japan times, i was living in tokyo at the time from saturday january 1st, the year 2000. >> and so what? >> it was an important newspaper to put on the wall. >> but you also got engaged that day. >> i also got engaged that day. >> so that's why you have it. you did not get engaged to boris yeltsin. >> well, he's crying, so i hope -- >> you were off the market so yeltsin was weeping. we're going to usurp the japan

times motto. >> the motto is all the news without fear or favor. >> the new "street signs" favor. >> all the news without fear or favor or flavor. >> there's a little fear actually. okay. so here you go. tongue in cheek a while back i said the next big collectibles in cars would be the imports. the datsuns. robert frank has been invited on the show to tell me why i'm right. >> this is either a sign of a collecting bubble or the true beauty of old datsuns. this 1968 datsun 1600 was sold over the weekend for more than $50,000. of course, they don't make datsuns in the u.s. anymore, but this is among the highest prices paid ever paid for a datsun. it was a convertible, beautifully restored. all the old imports just as you said are soaring in price. the vw beatle, this sold for $82,000 over the weekend. now, the big prices, of course, are still for these really high

end imports. this 1937, this was the star of the weekend, $6.6 million. it's known as the french mistress. and this porsche long tail, that sold for $3.6 million. i know -- >> that's one of the most -- le mans. that would have been '64 i think. >> mid-60s. the big price is still at the top. all this wealth in the collectible world is trickling down to these more obscure models. the most expensive one is the toyota 2000 gt. those still sell for $1 million or more, but these datsuns are catching up. >> my dad used to race a datsun 510 in pro rallying. there's pictures -- >> 96 horse power? >> no, it was fast. a sweet car. my parents bought the third selleca evsel selleca ever sold in the u.s. >> they don't have it anymore? >> if you have a 240z in your

garage, keep ahold of those things. >> they are selling for 90 grand and above. >> the 510 was the blue bird in your neck of the word. >> we knew it as the blue bird back home, yeah. hot number that was. >> for robert frank, mandy drury, boris yeltsin -- >> thanks for watching "street signs." >> the "the closing bell" starts right now. and welcome to "the closing bell" on a monday. i'm kelly evans here at the new york stock exchange. >> and i'm bill griffeth. invests kicking off the trading week focusing on warning signs for this bull market which turned five years old over the weekend, getting long in the tooth according to history and how long bull markets tend to last. if you want to talk about the 11 prior bull markets, three of them were longer than the current one. so we've got a little bit of history on our side here, bill, but with each passing day, this becomes more extr