points back. it's like it never happened. >> that's right. >> that's why we love mr. market. >> that's right. that's why we love being down here on the floor of the nyse. you never know what's going to happen. >> you never know. all right, sue, come on back. it's the first day of spring. that'll do it for this edition of the thursday "power lunch". >> "street signs" begins right now. have a great afternoon, everybody. see you tomorrow! well, the dow reversing yesterday's losses and then some. but the big story right now, a possible breakthrough in the search for that missing malaysian jet. >> indeed, these satellite images taken by the private sector american company digital globe could be debris from the plane. phil lebeau has been following this story for us. phil, give us the very latest. >> let's take a look at the area that they are searching, where they believe some of this debris may be located. we should point out that the first time they searched the area yesterday, they came up

with nothing. this is not far from perth, australia, relative to the rest of the world. but we say not far, 1,500 miles away. by plane, it's going to take about four hours for the search crews to get there. and the reason they're searching there, look at those top two lines. the dotted lines. if you take the flight path of flights 370, the last ping, where it likely ran out of fuel, that's where you get those two areas coming together, and that's the area that's going to be searched. now, satellite photos did spot two large objects in the south indian ocean. analysts believe the one object, the one on the right there, measures 79 feet in length. now, a lot of people might look at that and say, well, is that part of a plane? 79 feet in length. could that be a please from a plane? yes, it could be part of a 777. when you look at the dimensions of a 777, there you see the length and width of it. 79 feet, certainly well within the possibilities for the size of a 777. again, we don't know if this is actually part of the plane, that has not been confirmed yet. by the way, the u.s. navy is

assisting the australian air force in searching for the wreckage data in that area. p-38 planes are going through the area, scanning the surface. they've also dropped some buoys into the water that are providing them some information in terms of the current and other conditions there, assisting them with their search. but keep in mind, the distance from perth, and mandy, you know this probably better than anybody, the distance from perth, when you go 1,500 miles out, it takes about four hours, you can only search for a couple of hours before you've got to turn around. and that's limiting the search. also, they've got low cloud cover today, so that is going to make it kind of tough to see how far they can go and what they can see when they get there. but, sunup is in just a few hours and they'll be going back out. >> they sure will. you mentioned the others conditions, and we should say that weather is really playing a very big factor in the search for this missing plane let's bring in the weather channel's paul good lloe.

>> today is the first day of spring in the northern hemisphere, and in the southern hemisphere, it's the first day of fall. let's take a look at the maps. this is how far away this site is, even from the u.s. we're talking literally half a world away into the other than hemisphere. and we're talking about parts of the southern indian ocean. it's around the same latitude as say, perhaps, san francisco. but we also mentioned the flight time. we're talking 1,400 miles off the coast of perth. and then, again, farther south. again, unlike the northern hemisphere, the farther north we go, the colder we get. with the wind conditions and currents, this is a possible site as of tuesday. and then yesterday, and today, this is the area of that possible debris of that crash site. and again, the water temperatures are far too cold to support life past a couple of hours. again, that's a possible spot of that area, and again, it does look like it is symptom type of debris out there, but the weather patterns, well, not very conducive for searching, and certainly not by sea. we're talking winds now, 20 to

30 miles an hour across the area, and that will persist as well. it is not the best conditions out there, as they try to determine what, if anything, this is out there. and by the way, again, water temperatures, right now in the 50s in that area. so it's, again, not the best conditions for anything to stay out there alive for any anytime. >> paul goodloe, thank you very much. let's turn back now to the markets. and the yellin factor, rejoined by steve liesman. steve, you were at the fed's news conference yesterday. let's talk, before we get into the markets today, about the moment that the markets got spooked. >> so, i thought we might divide it up into different pieces here. there were different pieces of it. and ultimately, what this is, is sort of a dramatic irony now. when you watch it in this case. where the audience knows what's about to happen, but because this is on tape, janet yellen doesn't know what's about to happen. let's roll the first part of this. the question was, what would you do? what does a considerable period mean between ending qe and hiking rates? >> so, the language that we used

in this statement is "considerable period." so i -- i, you know, this is the kind of term, it's hard to define, but -- >> so freeze it there. you know, it was a poignant moment. i wasn't exactly cringing, i didn't know. but right now it's sort of apparent that she, i think, doesn't really want to answer this question quite the way she's about to answer it. but doesn't see a way out. so let's continue now and look at the next part of this and how she actually answers the question. >> you know, probably means something on the order of around six months or that type of thing. >> that's when my head picked up. six months. and that was new, from that regard. but it was still in line with what we thought. just, it hadn't been said at that point. >> was it just a rookie mistake? >> this is what we're wondering today. and let me tell you what's happening. a lot of the hawks are out there saying, i told you so. >> mm-hmm.

>> whereas, a lot of the -- >> even today? >> especially, even today. because, you remember, you've got the rise in the bond yields, right? that hasn't been given back, but you do have the market, which has rebounded. so the hawks are saying, i told you so. the doves are saying, she didn't say so. that's what's happening right now. >> so how do we know -- >> well, let's listen to the -- let's listen to how different she sounds when she answers this question, where in my opinion, she's back on much firmer footing about what she thinks. this is my opinion, but let's listen to what janet yellen said. >> it depends what the statement is saying and it depends what conditions are like. >> so she goes on to talk about how close we are to full employment, how quickly we're getting there. and she whips all of that out, as if she's definitely thought about that stuff. whereas, andrea, i think it was a rookie mistake in the sense she wasn't prepared to answer it and she should have been, in my opinion. but my take has been what it was yesterday. all the talking -- i change my opinion. i thought it was a dovish statement. i don't think janet yellen, in any way, shape, or form meant to

change the market's view of when the fed is going to hike rates and how quickly. >> it's hard not to read it as somewhat positive on the economy, steve. >> well, absolutely. >> i was happy to hear, by the way, to hear her mention u-6, the measure of unemployment -- >> coming down. >> well, she just referenced u-6 at all. you haven't heard a lot of talk about u-6 from any fed official. >> well, she has talked a lot about this issue of part-time for economic reasons to discourage workers. this is the discussion we're going to be having around this table as we debate what fed policy is going to be. how many people are out of the workforce or otherwise employable, in greater amounts, either work hours or have dropped out of the workforce. how much they've come back, how much the fed can rely. but we'll have a whole discussion. you can understand the concept of wage-induced inflation. because that's what the debate's going to be at the fed, and of course, around here at the fed table. >> and we do look forward to those debates on "street signs."

steve liesman, thank you very much. as steve just mentioned, the equity markets took a big move following yellen's comments. they have since come back, though. but i want to bring in bob pisani. because how do you think the market may be misinterpreted her comments yesterday. or were they confused, as you suggested yesterday, by the new style of forward guidance? >> yes, the forward guidance was the one that everyone thought would be a problem beforehand, and you and i, we discussed this, mandy, that that was going to be the likely problem. changing and putting in a stew there her comment. and i agree with steve, it was a rookie mistake about the six months, is very unfortunate. i'm sure if we had to do it over today, she wouldn't do it. but in one sense, it doesn't matter. because just look at bond yields. they're a coiled spring ready to explode on the upside. the risk is on the upside. everyone knows it. we all know there's huge amounts of money, huge amounts of money, stuck in high-yield funds, stuck in preferred funds, stuck in exchange-traded the funds that are heavily weighted towards, or heavily sensitive to interest rate movements. any little suggestion like that,

and the market's going to move. maybe it's better that some of them move right now more than later. >> bob, thank you very much. speaking of bond yields, let's go to a guy who knows a thing or two about bond yields. that is rick santelli. rick, we spoke yesterday about whether or not that sort of coiled spring was enforced. because everybody was so far on one side of the yield curve, what's the reaction one day later? >> i'm sorry. if somebody's really objective and they look at a 30-year bond, that's at exactly the same 365 it was before the statement yesterday. we look at a 277 ten-year on march 7th. it closed a basis point higher than that intraday on the 7th of march. it traded 282. so, to me, if everything was sound with the economy, in a traditional sense, the 10s and 30s should have felt that selling pressure as well. it was all on the short end. and i think it means that, you know, when somebody's irrational, emotional, you slap them.

we saw the fed, in essence, slap the markets in may. not because they said anything shocking, because everybody knows, sooner or later, we have to normalize. i think it was one of those may moments yesterday, that the people holding the steepners just got nervous of what they thought they heard, not necessarily what they actually heard from janet yellen. >> all right, rick. well said, as always, buddy. thank you. >> thank you. all right, up next, we are asking, is now the last chance to lock in these still uber-low mortgage rates. plus, maybe the biggest threat to pimco. and later on, we'll be ushering in the first day of spring with some stocks that are set to spring. and in case you missed it last night, the most amazing "wheel of fortune" win ever. that is going to be ahead when "street signs" returns.

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all right. check out shares of lennar. revenues better than expected. they sold 13% more homes. in fact, the average closing price also up about 10,000 bucks year over year. and they are optimistic the housing market will continue to recover. >> mortgage rates spiking following fed chair janet yellin's speech yesterday, but week over week, they're still down slightly. diana olick is here. diana, as many of our viewers are sure of the situation, if you're thinking of buying or refinancing your home, where do things stand? do you move now? >> reporter: well, if you're talking about refinancing, look,

refinances are down over 60% from a year ago, because people who already financed at a 3.5% rate certainly aren't going to do so now at a 4.5% rate. and we've seen these rates kind of hover between 3.75 and 4.5%, and you said they were down from a week ago, they're actually up today. nose freddie mac numbers are lagging. mortgage rates spiked after the fed spoke yesterday. so if you're going to refinance, you would have to have a much higher rate. so the odds are, no. as for home buyers, yeah, now's a good time to get in, because rates are only going to go higher from here. >> all right. existing home sales were in line with forecasts, falling a little bit, but, you know, to what extent are they a lagging indicator? >> well, like i said with the mortgage rates, they're all lagging indicators. the closed home sales that we saw today for february were based on contracts that were signed in december, january, even as far back as november. because it's taken a long time

for appraisals now. you're looking back at the toughest of the winter months. but that said, when you look year over year, home sales are still down 7% from a year ago to the lowest levels in 18 months. i don't think you can blame that entirely on the weather, even the realtors are saying it's more about affordability, about home prices going up way too fast to get more sales in. again, we also need more inventory, more splice, and hopefully, this lovely spring weather will help that. >> diana, thank you very much. let's bring in now ken rosen, chairman of the fisher center for real estate at uc berkeley. ken, i hate when people say "never," but i'm going to sayt anyway. will we never see interest rates, mortgage rates this low again? >> well, i think we certainly have a very good situation now to finance, to buy a house. a year ago, it was better. you had me on a year ago, and they were a percentage point lower. a year from now, my guess is they'll be up 50 to 100 basis points, they'll be over 5. so if you want to buy a house, now's a good time. it is true that prices are up, oh, 20% over the last two years,

so it's not quite as affordable as it was, but i would take advantage to lock a long-term mortgage now. and i think that's so people can refinance if they move from an adjustable rate mortgage to a fixed rate mortgage. i would advise, now's the time. >> but only if you want to live in that house, say, for five to ten years as opposed to flipping the house or using it as an investment, ken? >> yes. so that's a key theme i'm having. that you want to live in a house, don't look at it as a chance to make a quick short-term gain. that is -- that's over. that happened two years ago. now it's to live in a house for five years, for sure, and think of it as a long-term investment, by locking your mortgage rate, you're locking those payments at the 4.25% level for the next 30 years. and that's a really good thing to do. >> where's there value right now, ken? >> well, i think the value is in someone who wants to live in the house. so it's a starter home, it's the tradeup house. mortgage credit is still very tight, so it's hard for that first-time home buyer to get in the market. there's also, as diana said, a shortage of supply, but i think

that the price increases we've seen the last two years is going to lead to a surge in listings this spring. so i think this is the year to do it. it would have been better last year from an investment point of view, but still for a consumption point of view, i think it works well for 2014. i would not wait until 2015 or '16. sooner rather than later. >> hop to it, then. ken, thank you very much for your commentary. and still ahead on the show, is all the turmoil at the top of pimco reason to steer clear? we'll hear both sides, later. and then, where's howie mandell when you need him? we'll play a game of dealer or no dealer. what tesla could do to win its war with the states. and pay no taxes for 10 years. with new jobs, new opportunities

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♪ my mom works at ge. ♪ all right. all right. well, as you may recall, bill gross, cofounder of pimco, is a frequent guest on "street signs." on our fed day coverage, he's usually here. you didn't see him yesterday, declined to come on, and he's not the only pimco executive to do that. it's understandable, trying to keep a low profile as the company comes under scrutiny. pimco has always been there when we've asked them to be, but right now things are a little bit different. in fact, let's talk now to two financial analysts who are paying close attention to the behind-the-scenes turbulence from an investing point of view. but before we get to them,

morningstar is out with their current view on pimco's total return fund, which is phil's fund, and the biggest bond fund in the world. they're out reaffirming their gold rating, but lowering their score on others. joining me now in the cnbc news line is eric jacobson from morningst morningstar. eric, why reaffirm the gold rating? >> when you take everything together, you know, there are a lot of factors that go into that decision. and in our system, we try to focus in on things like all the people that are behind the process, the process itself, the parent, of course, which is what we downgraded the other day, but also, things like price and performance. and when you add everything together, we still think that the pluses definitely outweigh the minuses. >> then why the downgrades? i mean, i know when the changes were announced at the top, you went in and you talked to management, you went into the organization and you talked to a lot of people. and with regards to the

downgrades, stewardship grade from neutral to positive. what specifically was it that ir who had you on those grades? >> well, sure, let me just point out that it is, in fact, neutral, and not a negative, per se. it's just a lowering of the grade. and it turns out that they were actually a little bit -- i don't want to say on the bubble, per se. but in terms of some of the data that goes into that calculation, in terms of costs and things, they were already kind of on the edge. and the big issue here has more to do, not so much with the quality of the people, because we think that that is pretty stellar. and we know a lot of them, and we know a lot of them -- we've known a lot of them for many years. the biggest issue is just that there's been some turnover and evolution on the investment committee in particular. and the committee as a whole right now is really nicely balanced between sector specialists and macro specialists. but as a group, they're a little less seasoned, i would say, then a lot of the folks who had been on it before. and because of that, there

really isn't anybody who's got sort of the status and stature, close to bill. and we'd like to see how that plays out and whether or not it works really well for investors. >> and i know that you're going to come out with a follow-up piece in early april, to be able to give us an update. we'll look forward to that. eric, thank you very much for joining us. let's bring in now the financial planners. stacy frances from frances financial, and tim mora. tim and stacy, thank you for joining us. tim, you do have some concerns. share those with us. >> i do, mandy. i think the concerns are justified. but beyond the tabloid fodder, which is certainly grounds for some concern, i think we have this underlying reality that pride often does come before the fall in investing. and i'm not predicting a pimco or bill gross fall at this stage of the game. i certainly hope that doesn't happen, but i do believe that ego often does lead to some of the biggest institutional investing mistakes that are

made, and that is grounds enough for concern. >> you know, stacy, listen. and, obviously, our viewers know, bill's a friend of the show. are we overplaying this story? are we overplaying this story? or do you think there's a severe leadership crisis at pimco? >> you know, it's interesting, the number of management departures is actually not that great, when you look at the size of the investment committee, the size of the investment portfolio team. so when you look at it over the last couple of years, it's actually not that much of a surprise. the biggest piece that we really want to watch, you know, bill gross is talking about giving more leadership to some of the younger members of those investment teams. we want to see, is he playing lip service to this, or is this something that's really going to happen? right now, he's steering the ship, but we want to make sure that that talent is being passed down. there is a huge amount of

talent. we are comfortable with the people that are still very much involved. but it's something we're going to watch. we're going to definitely watch if there are any other key investment managers leaving, and that would be a cause for concern. if this is a continued trend. >> what would make you feel more confident, then, tim? >> i'll tell you, mandy, i believe what we are seeing is a pattern, it's replayed over and over again. we saw it with the unbeatable equity analyst, bill miller, in 2007, 2008, and 2009. and i am part of the a growing movement of financial advisers who are moving away from attempts to chase and beat the market every year, every quarter and instead putting portfolios together that are largely more passively and index oriented -- >> so you say maybe we're asking too much of bond portfolios? >> i absolutely think that is the case, especially when it comes to the bond part of the portfolio. let's let it do what it's supposed to do, let's stay more conservative, and our attempts to take more return where we

would get more rewarded for it, in the equity asset class. >> i hear what tim is saying, stacy, and i like his thinking. however, however, i can find stocks that have zero chance of going out of business or tanking severely, i mean, they could fall, we saw it in '09, that pay a dividend twice the yield on the ten-year. >> and essentially, if you know a train's going to go in a train wreck, why would you board the train? wouldn't you look for another train to board? so we believe in index as well, but we also believe, when you know there's going to be a train wreck, you need to be careful. and this year is a very tough fixed income market. last year was the first year we saw the actual indices down for the first time for bonds since 1999. it could be potentially the same situation here, as we continue to see markets rise -- market interest rates slowly rise. so what does that mean? that means that you need to be careful. you need to look at your portfolio. choose the holdings that are less sensitive to interest rates. and with that, you do need to be smart about that and have a little bit of an active approach too. >> stacy and tim, thank you very much for joining us.

very interesting conversation. coming up next, one of herb's red flag stocks is actually doing very well today, but he is still remaining super cautious. he'll tell us why. and what pat sajak calls the most amazing puzzle solve he has seen in 30 plus years hosting "wheel of fortune." we'll show it to you. you decide. it's pretty incredible. we're back after this. low dues, great terms. let's close! new at&t mobile share value plans our best value plans ever for business.

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okay, street talk time. the stock news and views you can use. first up, why don't we take a look at what is happening with oracle, cutting it to hold from buy, pos rnings >> they cut it following a strong run-up. they cite the valuation. the stock reached the former target of 39 bucks. but by the way, mandy, oracle, another company to mention, venezuelan currency conversion in their earnings report. oracle's got a dividend report of about 1.2. >> second time we've heard that this week. let's talk about our next stock, nrg energy. getting an upgrade to buy from goldman. >> also added to their conviction. not just a buy, a super buy. target raised 13% to 35 bucks. they note in part the underappreciated free cash flow story on nrg.

>> and a buy for comscore. their target increased to 40 bucks from 31. they see about another 7 and change of upside. comscore is believed to be the leader in a market that is rapidly growing. sort of data analytics, research, whatever. by the way, with comscore also saw a significant decline in the short interest on the stock. >> this is an interesting one. we haven't mentioned it yet on street talk, but better late than ever. ing u.s. getting an upgrade to buy. a stock sale by its parent company, apparently part of the reason here. >> i'm trying to understand their ticker. most is tickers get sense. the ticker is voya. maybe it's a dutch word. target introduced 22% to 43 bucks. ing group, the huge dutch company, their parent company is selling shares out there. they're expected, perhaps, to improve the liquidity position.

that's basically the cause behind it. also, there's some talk that maybe ing, voya, could join the s&p 500. >> we've also got future fuel copper, that's hard to say posting some nice gains today following some good fourth quarter results. >> revenue and epps well above estimates. net income soared 327%. that's why the stock is soaring today, up 2.5%. but it's been like this. biofuel company pushing production away from gasoline to alternative fuels. but careful, though. only one sell-side analysts covers future fuelcorp. call it too much of a good thing, perhaps. under armour shares down today after stern ag cut its rating from neutral to biuy citing the company's extraordinary run. do you agree the run is done? let's talk numbers. rich ross, ron dotten. i want to begin with you, rich.

it's one of those calls, the stock does this, stern ag saying, eh, we think all the gains are made. is that what the chart is showing? >> i understand the rationale behind the fundamental call, but i don't think it's going to work based upon the technicals. as we know, stocks only go up in this market and under armour is a perfect example. bring up a one-year chart and i'll show you why the stock has a significant leg up from current levels. the stock's up over 140%. that trend accelerates with the breakaway gap last summer. then we get five months of sideways consolidation, it eases that overbought condition and really sets stage for the current leg we're in. explosive move up back in january on those earnings and we settle into this bullish flag formation here. gaps come in three, the breakaway, the runaway, and the exhaustive gap. i think that exhaustive gap is still to come. it takes us to a new high. do you want to be a buyer in here, look to be a profit taker on that explosive move up.

>> so buy and take profits. that's the technical side. what about the fundamental side for under armour, ron? >> yeah, if you own the stock, i would hold it here. but, it's a great company, just not -- just a so-so investment. as mention before, the earnings, sales, all those metrics really do show up great. i actually think the stock benefited from the fact that the larger cap peers were really under duress result of emerging markets. under armour actually has 94% of its sales really here at home versus some of its peers, which are around half to 65%. so we're a stronger dollar, stronger gdp growth here at home. i think that's the reason why the stock actually benefited. as that kind of tapers off, emerging markets strengthen, i think people will rotate out of this name and into other payers

within the group. >> they immediate a lot of people a lot of money for a long time. be sure to check out the online edition of talking numbers. all right, "street signs" offering up our proposal for a solution of tesla's sales conundrum. partner with another car company to get their cars on lots. a big dealer says we're idiots for thinking that. and spring has finally sprung. the four stocks that our stock pickers say are set to soar this season. think yoga pants and cupcakes, but maybe not. no. with the help of tdd# 1-888-628-2419 our live online workshops tdd# 1-888-628-2419 like identifying market trends. tdd# 1-888-628-2419 now, earn 300 commission-free online trades. call 1-888-628-2419 or go to schwab.com/trading to learn how.

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hallelujah is absolutely right. it has been a very long time coming, but this is the day we're waiting for here in the northeast. spring has finally sprung, according to the calendar, anyways. so let's get some stock picks that are also set to spring into the season. joining us now is chavez wealth management ceo, robert luna, and sandy villry. guys, great to have you with us on the first day of spring. robert, we were joking a moment ago, maybe cupcakes and yoga pants shouldn't go together, but tell us about the yoga pants side of things, with your pick, lululemon.

>> spring is basically, what, getting ready for summer and everybody's getting back into the gym right now. i like to come here and talk about stocks that nobody else is talking about. things that have gotten beaten up and give viewers a chance for something that could go up. lululemon a stock that everybody loved about a year ago, everybody hates today. they tripped over themselves with their ceo, coming out and making some remarks that weren't very flattering about some of their customers and they had some short-term hiccups. the stock's gotten beat up quite a bit, but that i have got $600 million in cash. they still have a very loyal following. and technically, to me, the stock looks like it's about to bottom out. i think people should start nibbling at it right around these prices, and our projection is it's going to get back to that gap it had on december 13th of last year, which gives you about 30% upside. >> and it is down today by about 2.3%. now for the cupcake side of things, sandy. bring us in with flowers bakery. >> when you think of spring, you think of flowers, but i'm not talking about tulips, i'm

talking about flowers foods. the second largest bakery in the country. the largest bread brand in the country, nature's own, which they took to about $1.10 billion. they just made in last july an acquisition of the hostess brands out of bankruptcy. so now they've got things like wonder bread, they've got 20 different bakeries, 26 different warehouse depots. i think this is going to do really well as their margins start to stabilize and improve as they digest this acquisition. reiterated guidance. like this one a lot, looking forward top >> okay, robert, talk to us about a very hotly debated name, at least among our show team, which is twitter. you better make the case for twitter solid, because some of us have been a little bit concerned about the company's growth prospects, given corporate america's maybe nervousness about the company itself. >> right. yeah, brian, this is definitely not a stock that's for the weak of heart, right? so it's definitely a very volatile stock, and i don't know that you would be buying it right here. off big lockup, that's going to be coming up on may 6th, i

believe. so there could be some more insider selling. that's when, i think, you're going to have your opportunity to step into the stock, though. let's face it, brian, this is not going to be a value stock. i was there when amazon ipo'd. people called it way too expensive from day one, same thing for priceline, same thing for facebook. this is a very disruptive technology. everybody is becoming a broadcast journalist today with twitter. people are building their business off of it. i think there's going to be a lot of opportunities for them to m monetize the business. this is something that's a whole new category. and if you're a long-term investor and you're not playing in the social media space with a small percentage of your portfolio right now, you're missing out on the next greatest opportunity. i think twitter's a name you want to own. >> i hope you're right, already down 20% this year. and very quickly, i do not have a car, but i hear on a daily basis about all the wreckage that's been done to the cars on these roads in this winter weather. talks to us about lkq, sandy. >> lkq stands for like and kind and quality, because they're

distributing refurbished auto parts to body shops that are the same as new or oem parts, but that are about 20% cheaper. most body shops are basically funded by insurance companies and insurance companies want you to get that car fixed quickly and back on the road. and llkq, you cannot replicate this business. they put about $318,000 behind it. this is going to do well, as the pent-up demand from people not being able to work in those garages, you know, comes to fruition. i like this one, as spring comes to us. it will work well. >> sandy and robert, thank you very much for joining us. >> here's another stock for you. ulta, that stock trading higher by about 3%. we'll be generous. it was upgraded at goldman sachs today. herb greenberg joining us now. because in his new reality check newsletter on the street.com, you see what i just did there for you, herb, see that, buddy? >> i appreciate it.

>> he's still got a red flag on the stock. let's talk about it. so goldman, the numbers, they're not changing your big brain. how come? >> no, because they say it's one of their most compelling buying out there right now. and i take a look at it and i say, this stock is up 30% over the past few weeks. in fact, after the company reported recent earnings, which had great same-store sales, but the company has cut 2004 earnings estimates, i think, about three times over the past few quarters, from 25% to 20% to 15% or something like that. you have gross margins at two-year lows. the company has stopped giving gross margin guidance. i think the model is going through a lot of stress. goldman thinks the ecommerce part is going to make this story, you know, blossom again. i would argue that they're in the process of changing the model. the new ceo, who just bought 5,000 shares of stock is also out there saying that she's continuing to engage in a strategic review of the

business, which is apparently not completed yet. the risks remain. i will say with the goldman call, this ks be a battleground stock again. probably on cramer's list at some point, i suspect. but i would argue there's a ton of risk here. >> and the cynical side of you, which is the part of you we love the most -- >> the only side. >> yeah, the only side, remind you of all of this if, indeed, goldman does an offering for the company at some point in the not-too-distant future. >> absolutely, i will probably forget about it, given my advanced age, but i hope someone will remind me of that. >> we'll put a post-it note on your forehead. thanks so much, herb. listen up, elon musk. we propose a solution that would end your battle with america's car dealers. a big-time boston car dealer says our idea is just stupid. he's here. >> and then later on, this could be one of the riche esest flea market finds ever. the amazing story, coming up.

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a victory for tesla in its battle with america's car dealers. phil lebeau, let's bring you back in, because tesla's facing a lot of challenges in many states right now. so where are the biggest battles that you see? >> well, new york is one that's getting a lot of attention right now. and certainly, they've had their

challenges in ohio and will continue to have them. when you look at the battleground states, well, there's a number of states that are trying to restrict either the sale of teslas or ban it outright. there's a committee that's considering restrictions in new york. ohio dealers have been pressing for some time for an outright ban on the direct sales of vehicles from manufacturers to customers. but there is one glimmer of hope. arizona, which is one of three states that ban sales of teslas, there's a lawmaker there who is now pushing to lift that ban. again, these are all in the stages of being proposed on legislatures. a long way from things happening. >> that arizona news is absolutely shocking, given that the state is in the running to win a $6 billion battery manufacturing facility. >> and even in the states where tesla is banned, there have been lawmakers, and i know there are people in texas, not a lot of them, but there are some who have said, maybe they should be table to sell cars in this state. the problem is, there are more lawmakers who are supported by a lot of dealers who are saying, nope, not interested. >> do you think that tesla is

going to have to wind up going to federal court to try to win the battles in those particular states, phil? >> personally, i do think that's where it's going to end up. they're trying to do it state by state, that's a tough battle. and ultimately, what they'll have to do is go to federal court and they'll have to say, look, this is an interstate commerce decision that needs to be made here. and i've talked with a few lawyers who believe they've got a pretty solid case. who knows how things would play out going into a federal court. but i do think that, with ultimately, a couple of years down the road, we may see it there. >> state by state, you kill your entire year's profit in lawyer fees. phil, thank you very much. well, sips dealers are trying to destroy tesla's direct sales models, here's an idea. why doesn't tesla partner with an existing car company that's not really a competitor, most aren't, and put cars on their lots? seems logical. yuri says it's not only illogical, but it's a terrible idea. joining us is ernie bach, bach

enterprises, one of the largest car dealerships in america. as a car dealer and a guy that loves his subaru, i might add, and ferrari, you're actually pro-tesla, but you don't think our idea works. how come? >> well, i don't think that they should force tesla into some other showroom. it just doesn't sense. i'm against selling two cars from one showroom anyway. it just wouldn't work. i think that tesla should be able to sell without dealers. >> ernie, listen, how about this? you run a number of dealerships from the high end right down to the car for every man. let's say your subaru dealership, right, throw a couple -- >> i distribute subarus throughout new england. i have toyota and honda retail stores. >> okay. let's use honda then. throw a couple tesla model ss in your showroom. >> absolutely not. >> why not? won't be come in to see the teslas knowing they're not going

to buy one? >> absolutely not. you can't. they're concentrating on honda. i don't want them to do anything except for selling hondas. i would never throw another vehicle in there. the term throw is terrible anyway. >> and there was another wonderful idea put forward by two very smart people, kevin and andrea, producers on our show, that were saying it's kind of like apple. at the moment, tesla has this exclusivity. you order a tesla, it comes to you. by putting a tesla on another car dealer's lot would ruin that exclusivity. what do you think about that? >> i think it would cheapen the experience. it would be the worst possible thing that tesla could do. the idea -- tesla doesn't have dealers. they're not wrecking any franchise system. and why would we make the public just pick one way of buying the vehicle from a franchise system that's 60 or 70 years old? >> because i want to be clear on

this idea, okay? i'm only saying this might work as a last resort. if every state tries to kill tesla's model, they either face death, not selling any cars, or this. this was the option to maybe help the company. that's all. >> yeah, i don't agree with it, but you can say that. >> how's the car business, by the way? >> it's actually very good. extremely good. subaru in january was the third best selling vehicle in the six states of new england. we beat ford. we beat nissan. >> because the weather was so bad and subaru's got a good reputation for -- >> no, because the dealers are so good. that's why. >> and the distributor is even better. that's what the dealers told us. >> that's true. the distributor is even better. >> they said anybody who drives -- apparently, is this true, a stretch limo subaru tribeca. >> yeah, i stretched a tribeca.

i don't drive a lot in the city. >> of course you don't. you get driven. thank you for much for joining us. >> i like that guy. he was good. u.s. coal production expected to grow a little over 3% this year, but it's not just the miners that will benefit from a boost to coal. scott cohn live in montana with more on the coal ripple effect. >> reporter: yeah, that's what they're hoping, brian. we've been talking about the projected increase in demand for coal as it becomes more competitive with natural gas, as the price of that commodity goes up. and it does ripple out. here's an example. so take a look across here. i want to show you that blue and white piece of equipment. that's an electric shoveller. it runs on electricity. the bucket on the end of that, the boom there, holds about 90 tons of material, whether it's earth, coal, whatever. someone has to make that. and that someone is a company called l&h industries over in

wyoming. they make a lot of huge equipment for a lot of different industries. they got their start in oil field services and are big into mining. and they say, yes, with coal making a comeback, they are starting to see a bit of a resurgence. >> it's a major contributor to the economy of our state, the western united states, the country. and there are a lot of ancillary businesses that depend on it, such as ourselves. a lot of the work we do, approximately 30% of our business, is derived from coal mining. >> reporter: now, again, it's early yet. we know that we're starting to see an uptick in demand. companies are starting to come back with some production to meet that demand. but as we've been talking about all day, there are a lot of head winds here, including regulation, including the ability to try and get coal out for export, and so it puts a little bit of a damper on things. but they're starting to feel good about coal out here in a

way they haven't felt for quite a while. guys? >> well, for their sake, let's hope the comeback is for real. thank you, scott. coming up next, a multimillion dollar egg hunt. >> and what is being called the most amazing win in the history of "wheel of fortune."

no two people have the same financial goals. pnc investments works with you to understand yours and helps plan for your retirement. talk to a pnc investments financial advisor today. ♪ i just ah woke up today and i said i need something sportier. annnd done. ok maxwell, just need to ah contact your insurance company with the vin number. oh, i just did it. with my geico app. vin # is up to the loaded. ok well then jerry here will take you through all of the features then. why don't weeeeeeeeeeee go out to the car.

ok, i'll just be outside... ok, yeah. his dad is my boss. yeah. vin scanning to add a car. just a tap away on the geico app. this looks tough to me.

it's a thing. you're a very good puzzle solver, but i don't know. you have ten seconds. keep talking, maybe the right thing will pop out. good luck. >> new baby buggy. new baby -- new -- oh, my god! >> pat sajak calls that the most amazing wing he's seen in his 30-plus years hosting "wheel of fortune." that contestant somehow figured out new baby buggy with just two letters. took home $45,000. what is a new baby buggy? i mean, i know what a new baby buggy is, but is that something anybody says? >> i've never heard it in my life. absolutely amazing that guy managed to guess it with just two letters. incredible. >> reminds me of that "family guy." go tuck yourself in is the answer. >> youtube that if you want. okay. robert frank is here with an amazing story as well. a flea market find worth millions. >> this is kind of the egg hunt, the great egg hunt that starts

with the russian czars and ends with a scrap metal dealer in the midwest. this was given bizarre alexander in 1887 to his wife as an easter gift. after the russian revolution, it vanished. then a scrap metal dealer in the midwest discovered it at a flea market, bought it for $14,000. he thought he could melt it down and take the jewels and sell it all for scrap. he couldn't get an offer. thank goodness. in 2012, he just googled egg and found an article. he verified the egg, traveled to the uggs, took a picture, and said this is the one. he sold it in a private transaction. we don't know the buyer. this is presumed to be probably worth more than $10 million. he bought it for $14,000, sold it probably for double-digit millions of dollars. that's a good flea market buy. >> where's the closest flea market to here?

>> flea markets around the country are going to be mobbed this weekend. >> he tried to sell it? >> tried to sell it for scrap. >> just looking at it t does look better than a piece of junk. >> you would think. >> and $14,000 is a lot to pay for something at a flea market. it's not a true flea market find. >> thanks for watching "street signs," everybody. >> "closing bell" is next. welcome to "the closing bell" on this thursday. i'm kelly evans at the new york stock exchange. >> dayton beat ohio. i'm already out $1 billion on my back et. >> i'm so sorry. i'm just pulling for syracuse. but keep it here, people. a lot coming up. >> what are we talking about? markets bouncing back after those confusing comments from janet yellen yesterday that sent stocks reeling this time yesterday. but now some worry if the n