right now, the dow is up 73 points. the s&p is up ten. nasdaq in a bounce, back up 18. three winners, h & r block, and gamestop on the upside along with cognizant technology. >> we'll find out what happens the end of the day. that will do it. >> here comes "street signs" right now. hello. happy friday, everybody. scott walker and i your "street signs" cruise directors for this hour. it has been mayhem but are we done? is that it? that's ahead. it may have less than 1% of the global smartphone market, but could blackberry be poised for a comeback? we play the devil's advocate for a stock that our guest says is absolutely uninvestable. and i know you are looking forward to a marguerita tonight but it is going to cost you

because lime prices are doubling. all that sour news ahead. let's begin with the markets. the nasdaq is the five worst performing stocks all momentum names, seema mody is at the nasdaq with more. >> we continue to see a lot of volatility in these momentum names. take a look at the screen. mixed session for those stocks. we were solidly in the green but now those gains are fading. keep in mind many of these stocks are still trading well below their 52 week highs, down double digits over the past one month. that's what has resulted in the nasdaq underperforming the major indexes. in terms of what caused the sell-off in these momentum names, brian marshall at isi telling me there has been this shift in sentiment from growth to value in the technology space. on that note, old school tech names have in fact been gaining ground. they are not the sexiest names but hp, intel, oracle, ciscos of the world are up over the past month. experts also say this rotation into value oriented tech names could be a trend to watch going forward. out of this basket of old school

tech names, the highest percentage of analysts have buy ratings on cisco. that data according to fax set but it's not the best performing old school tech name this year. that's in fact hewlett-packard, up 14% or better than 14% this year, outperforming the broader tech index. >> thank you very much for setting that up for us. so should you be in momentum stocks? let's bring in scott wren from wells fargo advisors. great to have you with us this friday. you say these are definitely not the stocks you want your clients to be invested in but what about a trade or two? >> well, mandy, i think for trades, those stocks are fine. i would say for most retail clients, you want the vast bulk of your portfolio in stocks that you can build wealth in over time. they are leaders in their segment. they are taking share and they are just not as volatile as the types of stocks that many in the market have been focusing on because really, those are trades

and you know, i looked right before i came on to the camera, we have had 50 ipos here in 2014. two-thirds of them are not even profitable. many of these other momentum stocks have just huge multiples on them. so there is not a lot of those stocks out there, especially when you look back let's say to the 1998 to 2001 period, thank god. there are just really a handful or couple handfuls. but momentum stocks and retail investors, if they go overboard as far as a percentage of their portfolio, it almost always works out bad. >> what advice would you give someone who, for example, might already own one of these stocks? say a netflix which has lost about a fifth of its value just in the last route. what would you say to them, get out now, there's still more carnage to come, or just hold on to this, it will be okay? >> i think you have to -- when you get into these momentum stocks, you have to say in your head, you have to say i'm either going to hit a home run or i am going to basically have nothing. that's why you don't want a ton of your money in these.

i think that it's always tough, even for professional investors, when these stocks run hard and they are up hundreds of a percent, for them to cut out or trim their position. so i think it's a matter of -- it's a matter of being able to pick some spots to have a big enough position where you can take a little money off the table and let the rest of it ride if you are in it for the longer term. as i said, you know -- >> finish your thought. fe finish your thought. >> for me, for most of our investors, they tend to be more conservative, i would not have more than 5% of my portfolio in stocks like that. that's not the way to build wealth over time. >> i could look at stocks like celgene and gilead and say that is the way you build wealth over time, you want to be with the biotech leaders that have done so well and made the retail investor a lot of money if they were invested in those stocks in the market. you would want to be in a

facebook if you were a believer in the future of the internet and the companies that are going to drive the innovation within it. >> you know, that could be true. you have to sit with the volatility and most retail investors or at least the ones that are paying the bills here at wells fargo advisors can't hack that kind of volatility and as i said, some of these, you take some smaller positions, you close your eyes and hope that five years from now, that position's going to be worth a lot of money. but for most people, with the common risk tolerance, you are not going to be able to handle that volatility. you have 10 or 15 stocks like that in your portfolio, it's going to drive you crazy on a day-to-day basis trying to keep track. >> let me ask you before we run, do you think that the carnage we have seen in some of the momentum names is contained? or do you think it has a chance of spreading to other parts of the market? because that's the key question. >> i would love to see a pullback in the overall market because i think it's purely an opportunity. i think the s&p 500 is going to

be trading around 2,000 at the end of this year. those momentum stocks, if that's the case, they are going to be higher but between now and then, you will see a lot of volatility and i think we are going to be able to buy stocks at lower levels than they are today. >> thanks. have a great weekend. >> you guys have a good one, too. thanks. well, blackberry's ceo john chen was on cnbc earlier today after the company posted a smaller than expected quarterly loss this morning. >> we need to build up the capability both in engineering, marketing and as well as in the sales force, but we are going to be very moderate. everything we talk about being able to be cash flow positive by the end of the year, fiscal year, and being profitable the next fiscal year in some quarters, it's still right on. >> is that realistic? joining us on the cnbc newsline is peter mizek who has a hold on blackberry and a $9 target.

jim cramer said they have a ton of money at blackberry. buy it as in a stock, no. going under, no. do you agree? >> yeah. that's why we're a hold. we certainly believe there's a lot of value in the parts and given that they are no longer at risk of going bankrupt at least in the short to medium term, we think the chance of insolvency is very low and therefore the shares will probably not go too much lower but they really have to tart start to see revenue re. >> is john chen doing the right thing? >> he is absolutely doing the right thing. so is his new cfo. this thing was on the brink. think about their purchase commitments and what they were manufacturing last year, at one point they were manufacturing two million handsets a month and selling through a couple hundred thousands. that was staggering mismanagement. these new guys have come in and really righted the ship. this thing could have gone under and they really turned it around. >> indeed.

they have unveiled a classic keyboard. i'm a devotee of that, right? i believe they have about three new devices using the old keyboard style coming up in like the next 18 months or so. three devices? is that really necessary? >> probably not. but it sounds like there's specific carriers or large customers that are going to make that minimum volume level worthwhile and the relationship and their new deal really take a lot of the risk of manufacturing inventory, working capital and losses out of their balance sheet, out of their income statement. gross margins were much better than expected. i think people are really glossing over that. if gross margins can go higher from here, even as sales continue to come down a bit, i think they will be able to turn the ship around in the medium to long term. >> for a company that has a ton of money as jim said, one that's not going under as both you and jim agree that it's not, when does it become a buy? >> if we can get a sense for the

enterprise side stabilizing and if there is any hope of them actually monetizing their services platform, their unhackable network, if they were to strike a deal with a cloud provider like aws or google, where you have the super secure snowden-proof, nsa-proof network, then it would be a screaming buy. until then it really is a low probability of success. >> thank you very much for joining us. >> my pleasure. >> jc penney struggling today, down more than 3%, but the stock is still positive for the week. let's bring in rick snyder, senior retail analyst at maxim group. rarely do we have a guest that basically sums it up in just one word. you have said uninvestable. why? >> that's true. because i think when equity values get so small, a tiny move can cause big moves in the stock. there is optionality here, if the stock is $8 you have to believe it's going to $16

because i think it could still go to zero. >> let me play devil's advocate. there are a few positive things happening, right? the new ceo believes the turn-around will be complete by the end of the year. near term liquidity doesn't seem to be a concern anymore. online traffic is improving. aren't things on the way up? >> they are. i would agree with everything you said, mandy, but the question is it too little, too late. jc penney has a debt payment coming due in the third quarter of 2015. it is going to be very tight to see if they can make that unless things improve significantly, and so far, things are better but they are not significantly better. >> so from a balance sheet standpoint, are we beyond now the worries of liquidity and all of those issues that drove this stock lower and drove the credibility of management to be

eroded within the marketplace? are we beyond that now? >> are we beyond it, no. have we kicked it down the road, yes, for a few quarters. >> what about the likes of macy's and some of these other companies that have been doing pretty well. how much is their success just jc penney's continued pain? >> i don't know -- it's very difficult to quantify. i think macy's is executing very well, and i don't know that they have taken a lot of market share from jc penney. >> who has, then, do you think? >> i think sears did for awhile. i think stage stores down in the southwest took some market share and i think the off pricers got some market share from jc penney. >> rick, thanks so much. >> let's take a look at what's happening in the markets because we are slowly drifting lower. the s&p is more than havled its earlier gain. the dow is a third of what it was this morning. the nasdaq was up more than 50 points earlier in the session but they are still positive.

>> here we go again. this is the pattern we have seen almost every day. you open up strong, you sell off as the day progresses and it's the momentum names once again that seem to be driving a lot of the action. for a name like facebook or even celgene or gilead that i referenced earlier within these interviews, these names started out the day positive and once they have rolled over, the space itself or all of those stocks or a good majority of them start to go. people start to sell into that and then you have a dow which was up better than 1 e100 point only up 30 now. >> the nasdaq is still on track for a negative week despite the fact it is just marginally, very marginally still in positive territory. of course, we will watch it to the close. up next, big home builder stocks getting crushed despite solid earnings. what gives? could now be the time to buy them? it's google versus facebook. who is best positioned to take over the world? we have a can't-miss battle of the nerds on deck. (announcer) scottrade knows our clients trade

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welcome back to "street signs." i'm phil lebeau. breaking news from the nord motor company. the company has filed its proxy statement for all of 2013. compensation for ceo alan mulally, $23.2 million, an increase from $21 million in 2012. guys, back to you. >> phil, thanks so much. phil lebeau with the latest. meantime, some of the nation's biggest home builders are watching their stocks

plummet well into correction territory. this as some have reported pretty good quarterly earnings. diana olick, where is the disconnect? >> it's all about expectations and missing expectations. a lot of folks thought the start of 2014 would bring big housing numbers but that is just not playing out. as a result, stocks of several home builders are in correction territory despite not too terrible quarterly earnings and a bump up in sales of new homes in february. take a look. d.r. horton from its 52-week highs down 24%. pulte also off about 24% from its 52-week high. miami-based lennar down as well. they saw healthy increases and the ceo there was optimistic about the housing recovery. you may recall ivy zelman on just about a month ago, saying housing nirvana had taken a pause but was right around the corner. i spoke with her yesterday about the correction in the builders' stocks. she told me she is bullish on the fundamentals but traders are not seeing what they might have

anticipated for the season. she says quote, we think housing starts will be definitely at least up double digits. we know the builders are bringing a significant amount of new product to market so i guess the expectations have just gotten so negative and i think that it's piling on bearish sentiment with fed chair janet yellen indicating the fed could tighten sooner. she mentioned it isn't a boom but it is solid in the majority of markets. she and other analysts say now is a great buying opportunity although we could see the housing market get a little worse before it gets a little better. more online realty check.cnbc.com. >> that said, what are the best home builder plays? steven kim is a home builders analyst at barclays. diana was running through the stocks in this space and how much a number of them have fallen from their highs such as dhi which i believe is one of your picks. >> that's correct. it is our top pick in the home building space. interesting to note we actually have been mostly negative on the

home building stocks for the past 14 months. in contrast to a lot of people, we were concerned about a year ago that this slowdown you have seen right in the middle of the biggest rebound in housing in history was actually going to take a pause in the beginning of '14. that's i think what you've seen now that the secret's out, we think it's time to start going the other way. we see some values here. >> ivy zelman making the comment the fundamentals are still bullish. she's a very well respected analyst in the space. i'm sure you're familiar with her work. she makes the point that maybe this is some piling on here on these stocks. is that how you see it or do the fundamentals justify that these stocks have taken the hit they have? >> well, i think it's important to recognize that whenever you get home building investors excited about the turn in the cycle, you are going to have some overexuberance in the names. i think that's really what you have really frankly about a year ago. if you look at how the stocks have traded over the past 12 to 14 months, they are actually down quite significantly versus the market. so this is actually something

that we actually foresaw. this is something that we think now it's time to take advantage of because even though you have seen a slowdown in fundamentals, we think the fundamentals are getting ready to pick back up. we would point out this group, we think, is transitioning away from buy them all, sell them all to actually having differentiated performance between the names. that's why we highlight d.r. horton as the top pick here. >> got to leave it there. k.b. homes is the only stock in the space you are underweight. thank you very much for joining us. we want to hit the markets once again because this pattern we have been talking about just a few moments ago has certainly taken hold here in the late afternoon. you can see the nasdaq briefly turning negative, almost a split decision on the heat map of the nasdaq 100 as positive and negative are almost evened out. some of these momentum names, guys, can you pull up an intraday chart of celgene? i think it will tell a pretty good story of the pattern we have seen, a stock that opens higher, that gets a bounce and

then sells off, gilead, for example, facebook was another one that opened positive, then has drifted negative as the day has worn on, as people start to sell into that move. >> still ahead, a sour situation could soon spike the price of your marguerita. later, the black market says stolen accounts on this social media site are more valuable than stolen credit cards. which site is that? the answer is coming up. [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim from td ameritrade. [ girl ] my mom, she makes underwater fans

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tesla moving higher in trade today after safety regulators said they had closed an investigation into the electric car maker's model s sedan fires. tesla is fitting its cars with an underbody shield to reduce that fire risk. want to take a quick look at the nasdaq which we mentioned was starting to roll over just a bit. it's in negative territory by less than one point right now. i love the information we get from the folks on the markets desk and news desk. nasdaq up 52 points today at the highs, a gain of better than 1.25%. the last time it wiped out a 1% gain intraday and closed lower was all the way back on june 7th of 2012. the nasdaq yesterday closing at a six-week low and it's on pace

now for the worst week since october of 2012. so for a market that had largely led some of the gains, now it's leading the way down. >> it really was the standout performer, now it's the underperformer. lot of the biotech and internet names and new tech names really getting hammered. >> it wasn't that long ago we were talking about the nasdaq set a new 14-year high. >> absolutely. >> now here you are with the apparent rollover of some of the names that drove you to that level. >> you know what's making a comeback? old tech names. we will talk about that later in the show. >> well, alaska airlines is now america's seventh largest. it's taking alaska's state motto to heart. north to the future. it's stepping up its seattle expansion by engaging in an all-out brawl with the big boys. phil lebeau is at sea-tac airport with more. phil? >> reporter: one of the advantages of being a smaller airline, even though they are the seventh largest in the country, is that you can try different things when it comes

to customer service and in fact, today, the alaska airlines is announcing that it is going to be introducing in select markets, including here in seattle, the ability for you to self-tag your luggage at home and then when you bring it to the airport, you drop it off, it's already been tagged, you show them your identification, boom, you're through. you don't have a long luggage line to wait in. another app they are trying out here at the airport, this is pretty cool, we saw this yesterday, essentially when you check in, either on your phone or a tablet or there will be a display there, it will show you all the tsa security checkpoints, then you can say okay, which one is the shortest and how long will my wait in line be, and they believe this will be a huge help for people who are trying to get through the whole airport check-in process with less stress. >> i have four choices, literally right this moment, at the seattle airport. which one is the fastest? oh, the fastest one is the one down here. i'm very happy to walk down there to get the faster line.

>> reporter: take a look at shares of alaska airlines over the last three years, up 194%. like all the airlines, it's had a heck of a move over the last three years. but they believe they are just in the process of really stretching their legs, so to speak. when you look at some of the innovations they are coming up with, those are two of the more interesting ones, especially the idea of knowing where the shortest tsa security line is. i think a lot of people would like to have that ability when they go to the airport. back to you. >> absolutely. really streamlining the process and really impressed by some of that new technology. we do want to tell you about a very special program tonight. after many, many years on cnbc, 7:00 p.m. tonight is the final "the kudlow report." free market capitalism being the best path to prosperity will always continue as larry does become a special cnbc contributor. not only will you see larry on "street signs" here on this show, he is also going to now be able to enjoy dinner with his lovely wife.

she is probably pretty relieved about this as well. >> yeah. yeah. that's a great thing. you guys want to show the biotech etf quickly? show you a little more of the picture of why the nasdaq is having some bit of trouble here just after lunch. there's the ibb, down 3%. it was flat to higher in the morning. so as some of these names, i know i have already mentioned celgene but throw out biogen, throw gilead into the mix, these stocks that have started strong and been the focus of this run in biotech we have seen as some worry about a bubble in that space, among others, but there's a look at how the stocks have fared today. it seems to be getting a touch worse. >> little bit ugly going into the close. we still have about an hour and a half to go but nonetheless, we will keep an eye on it for you. still ahead, the iphone 6 rumor mill is churning, churning, churning, with apple down more than 4% year to date. is now the time to get in? we will talk numbers. and america's obsession with

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the friday edition of street

talk. let's take a look first of all, sorry, that was supposed to be you. i'm so used to introducing the stocks but it's your read. >> that is just okay. tech company upgraded to buy from outperform at clsa. >> the target is $48, a potential upside of 22% from the current price. the company manufactures l.e.d.s and storage devices, in case you didn't know. it also beat q-4 estimates by nine cents. >> let's talk about amback financial, declining slightly after a downgrade from neutral to sell. >> yep. the target is $21 which is, well, it's got a way to go to the downside. but this american holding company, it's believed, will not see adequate cash flows in the near term. the downgrade comes a month after their stock hit an all time cognizant technology seein an upswing after an upgrade to overweight from equal. >> this provides custom i.t.

consulting services. the target has been up to 60 bucks, potential upside of 26%. q-4 revenue up 20% on a year over year basis. the stock up about 6%. >> callaway is in the green after key bank nearly doubled its target to 14. golf season is almost here. >> is it? i don't know. still pretty cold out there. >> it's spring. doesn't feel like it. >> theoretically it's spring. key bank's rating remains a buy. they believe callaway's minority stake in top golf will contribute $3 per share by 2017. quarterly revenue up nearly 6% on year. is a bigger iphone coming soon? several online reports say a larger screened iphone 6 could be released as soon as september. no official word from apple yet. how likely is this and how should you trade it? should you buy some shares right now ahead of that? let's talk some numbers now. on the technicals, john coczar of asbury research and on the fundamentals, steve cortez of

veracruz tjm. is the larger iphone screen going to be the catalyst? >> i think it will be. i think size matters in this case. apple has its own version of the rocky movie franchise, there are so many sequels now. iphone 6 will be the most significant because of the size. even outside this upgrade, apple is just a great value stock right here. it is still -- the go-go days are done and i think that's the case but it is still a cash generating machine. you only pay 11 times next year's earnings and you get a kicker now of a dividend yield of 2.3%. i'm a big fan of apple. >> big fan of apple. do the charts back that up, john? >> they do, over the intermediate term. i'm not so sure i would want to jump into the pool right now. the stock is overbought on a monthly basis. it's very much a near term kind of situation but the last four times it's been in this situation, the last four near term peaks in the stock going

back to the end of q-3 of last year, so my inclination is to wait a few weeks, wait for a fullback towards 500, you have major support around 502, then watch for that stock to get a little traction again and then enter. i think larger picture, i think we take a run at those highs at 583 to 595. >> but take a wait and see approach, wait until it gets down to maybe the 500 mark before you jump in the pool with this one. to both of you, thanks for joining us today. enjoy your weekend. check out the online edition of talking numbers in partnership with yahoo! finance. let's talk about this market slide that we are in the midst of right now. health care went from top performing of the day to the bottom performer. you don't see that that often. >> you really don't. >> you have a sector that got you strong out of the gates and then rolls over to take you all the way lower. the best to worst in a single day. >> kind of feels like defensive sectors like health care, telecom utilities that are the

weakest ones in the s&p ten sectors right now. interesting what's going on. we've already got as you say, health care is the lowest. what was the strongest sector there on the s&p? the industrials and energy up about 1%. >> energy, lot of people think energy will break out. you have oil, crude oil today was over 101. at least it was earlier. i haven't seen it in a few moments. there it is. 101.58 is where wti is. some people think this is the trade that's really going to continue working. >> actually, we will be talking more about the energy companies themselves in just a second because we are posing the question why big oil, big western oil, needs russia perhaps more than you think. >> we are getting schooled on the market by students who are investing a million bucks of their school's money. their strategy is next. first, let's check in with bill and kelly. >> we will do more on this late sell-off this afternoon in the markets.

it's happening again. this last hour will be critical. we will keep an eye on this coming up. >> also, warren buffett may hit bitcoin but bill miller told us yesterday that he personally owns the digital currency. we will talk about who has it right. >> that was an eye-opener. find out why two men with promising business careers in the u.s. traded the new york stock exchange for nairobi and a solar powered irrigation startup. tdd#: 1-800-345-2550 trading inspires your life. tdd#: 1-800-345-2550 life inspires your trading. tdd#: 1-800-345-2550 where others see fads... tdd#: 1-800-345-2550 ...you see opportunities. tdd#: 1-800-345-2550 at schwab, we're here to help tdd#: 1-800-345-2550 turn inspiration into action. tdd#: 1-800-345-2550 we have intuitive platforms tdd#: 1-800-345-2550 to help you discover what's trending. tdd#: 1-800-345-2550 and seasoned market experts to help sharpen your instincts.

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let's take a look at the shares of oracle moving higher today. the stock was initiated a buy at cantor with a price target of 50 bucks earlier in the day -- goodness, trading at levels not seen since the year 2000, going all the way back then, 13 1/2 years. what we're seeing is old tech has come to the fore while internet and new tech names have been taken to the woodshed. >> microsoft, another one. highest level since 2000. money moving in, all that's old is new again, as they say. the university of dayton made it into the elite eight last night. it's the first time in 30 years the school has made it that far

in the ncaa championship. there was a big crowd at dayton watching the game, too. including the gentleman right there in the blue hat turned backwards and the teeshirt, our own dominic chu. unblooefl. he was hanging out with some kids who were investing as part of a new program, 20 year olds with $1 million in their hands. dom, you look like you had fun. eyes don't look too bloodshot. not that much fun. >> it was a blast. hanging out with a few hundred of our closest new friends here at the university of dayton, it was awesome to be part of that whole scene. of course, to be here for the rise forum, the biggest student investing conference, if you will, across the country. there are kids from all over the world here. i've got a couple of them with me right now, alex and anthony, both seniors here at the university of dayton. they are part of the investment group here that actually manages

money on really students investing money here at the university of dayton. they have done really well in the marketplace. a lot of it has to do with their investing expertise. we want to take that elite 8 appearance and use it as a way to get into how you get your portfolio to perform well in its particular tournament. you guys are obviously hosts of this event here so not part of the tournament overall. still, your vesting philosophies have gotten you pretty far. maybe, alex, we will start with you here. we know that today, the biotech stocks, netflix, tesla, a lot of momentum high-flying stocks in the past, are continuing to roll over today. are you guys as investors, invested in some of these high-flying stocks and if so, does it worry you guys the recent rollover? >> we typically try to stay away from some of these high flying momentum stocks as you call them. for example, social media and facebook. we see a lot of difficulties in valuation of these companies. for example, how do you value future earnings based on average monthly user growth?

we are trying to stay away from some of the run-up high momentum growth stocks. >> anthony, it's interesting only because these stocks provide as much boost to returns on the upside and they can turn forcefully against you. how much do you feel like you have missed out by not being part of these names as they have run up higher? >> a great example is tesla, up 450% over the past year. but with that being said, it's zero earnings and they are a disruptor to the automobile industry in the way their cars are being distributed, selling directly from tesla. with that being said, again, this isn't something that we are exactly looking at at this time and going forward. we like to see companies with earnings. >> got you. so this is the momentum play for today and this time. where do you guys -- you guys are the next generation of investors. what would be in your mind some of the momentum stocks we could see doing the same kind of thing say five years from now? >> sure. i will give you an industry. we really like cybersecurity

about five years from now. large firms with huge data breaches in the public eye, for example, target, that kind of weighs on public confidence. we are looking at companies like check point software. government is in land, air, sea and space and the public made it clear they are not afcomfortabl with the government being involved in cyber. that gives room for public companies to move into that space. >> got you. one other sector to talk about quickly, 3d printing. also momentum driven. what's your outlook on 3d, some of the big names in 3d printing? >> definitely. 3d printing has been a huge industry we have seen tons of growth and major momentum stock on cnbc every day, you guys talk about it. going forward, again, i would like to see those earnings catch up. not investing in them right now, but you know, in the future, this is where we want to be. >> got you. >> this is the future with g.e. and all these other companies moving to 3d printing. >> alex, anthony, thank you so

much for your views. mandy, scott, this is the future of investing here. we love hearing their views. back to you guys. >> we certainly do. thanks so much. we do have breaking news in the chris christie bridge scandal. another official apparently taking the fall. cnbc's eamon javers has the latest with that story. >> reporter: yes, that's right. the official here in question is port authority chairman david sampson. he is one of the figures that's been caught up in this whole lane closure scandal that's bedeviled the christie administration the past several months. we are watching a live look here at chris christie's press conference. he is addressing a range of subjects here, including samson's resignation, but also talking a little bit here about his presidential future, what his future holds after the wake of this scandal. obviously 2016, right around the corner and chris christie is one of those officials that's been looked at as a leading possible republican contender. big open question right now what this bridge scandal has done to his chances. >> eamon, thank you very much for the breaking news. the u.s. looking to strengthen sanctions against

russia after its invasion of ukraine. but are companies here in the united states like big oil the ones with a lot on the line? let's bring in the president of lipour oil associates. when you look at bp, exxon, shell, what do they stand to lose from all this? >> bp stands to lose a lot because one-third of their oil production comes from russia by virtue of their 20% interest in rosneft. exxon are an operator of the large lng facility on the eastern coast of russia and they plan on investing another $500 billion over the next several years to explore for oil not only in the arctic but as well as in siberia. and shell, they also have an interest in a facility and they are just getting started developing plans for exploration. >> how much, though, can rising crude oil prices like we are seeing today, back over $101,

how much can that make up for any sort of issue that takes place with the russians? >> well, it just gives more incentive for the big oil majors to stay in russia because that's one of the last big frontiers for available oil exploration and production. >> we have to leave it there, unfortunately. had a lot of breaking news this story. andy, thank you very much for your thoughts. certainly an area to explore further. coming up next, an epic battle of the nerds. who will take over the world? google or facebook? plus, why old boring media is the new sexy when it comes to investing.

there's a check of the markets right now. the dow industrials hanging on to positive territory by 20 points. the nasdaq, the story of the week, is now negative after being up pretty sharply earlier. there's the momos. oh, no, momo. facebook opened higher, it's now lower. so a lot of the damage of these momentum names has been focused on the nasdaq. tesla, netflix. there's baidu. priceline getting a bounce back of two-thirds of 1%. the nasdaq still looking at its

worst week since october 2012. >> netflix has lost about a fifth of its value over the past -- i think it's down 16 of the last 18 sessions. so it's really, really taken it on the chin. >> ipos a huge part of the story this week as well. cbs outdoor ipo today but with so much cbs outdoor ipo today. the amazons facebooks and netflixs it is old. morgan brennan is there with more. hey there. >> reporter: hi guys. we're on sunset strip. behind me you can see some of the biggest billboards in the world. advertisers spend about 5% of their ad budgets outside like this. even those ads you see at the airport. and today, cbs spinning out it's

outside advertising business. until now, this was under the cbs umbrella. the broadcaster is spinning this out because it's doubling down on content and this is a noncore asset. this is what cbsceo had to say about this earlier today. >> when you look at it, it was a positive for the outdoor group plus a positive for cbs because it gives us more cash and ability to continue to expand in the content business. >> reporter: so analysts noting the timing of this as well. that's because it's capital intensive and it's very cyclical. it moves with the economy. they have 30,000 displays across the u.s. more in canada and latin america. also worth noting, it is converting to a root structure. we have seen this before in the

space most notably with lamar advertising. investors really seem to like this old media stock. that's a difference between this and an old one we've seen yesterday, king digital. back to you guys. >> this is the pun show here on cnn. enjoy that sunshine. man, am i jealous. >> one of our next guesses says google is lapping facebook and twitter. valley wag called, which is more terrifying, google or fook? can you answer that for us sam? >> like i said in my piece, i really think that google has it hands down just by facebook being so terrible at execution.

>> terrible at execution? aren't they just getting started? i know it's early days, mike. they've got their first foray into hardware with oculus. they're throwing a whole pile of things at the world and seeing what sticks. might it eventually payoff? >> i think sam is kind of crazy in his sort of take over the world prognostication. but at the same time, i think facebook actually sort of concedes that they are kind of throwing a lot of stuff at the wall and seeing what will stick. if drones bring internet to third-world countries then that works. if it doesn't, maybe they try another way. >> if you're going to make that statement, i want you to back it

up. on what metric? you sound like you're on an island when you come with that because there's a lot of people who think that he's figured it out, that he's executed better than he ever has. >> i'm talking about their execution on facebook.com which has really been a phone that no one's bought. that was a thundering disaster. >> yeah, but google's had somedy sasters as well. >> they have. there are people wearing google glass right now. >> the phone is not part of facebook's future. that's not where mark zuckerberg things that's where he's going to make his hardware mark. >> now he thinks that people like mike will want to wear facebook on their faces and maybe some will. i think that appeals more to the

mikes and marks of the world. it's a crazy move. and, you know, i think there's something to be said for daring thinking. i mean, it really is -- it's the whole italian dinner on the wall. it's hard to really call it a strategy. >> as we said before, google has had its failures. they bought a twitter-like site and shut it down as well. talking to twitter, twitter has not been trying to innovate in the same way that google and facebook has. what's its future? >> i think twitter's m&a strategy right now is pretty messy. twitter can't compete on a dollar to dollar level with facebook or google right now at all. but they -- i mean, you know, they haven't been innovating, you know, as much as -- kind of

makes fun of crazy video game face masks and google glass. twitter hasn't been able to go out and try that thing for quite a while. i don't see them trying to keep up in this arena. >> i think that's smart. if sticking to your business is a sign of coward esz or something, then we're all in trouble. >> thank you both very much. mike and sam. coming up next, america's lime crisis. why your margarita's in a whole lot of trouble. >> uh-oh. we asked people a question,

how much money do you think you'll need when you retire? 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. [ woman ] got me to 70 years old. i'm going to have to rethink this thing. 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. ♪ [ male announcer ] when fixed income experts... ♪ ...work with equity experts... ♪ ...who work with regional experts... ♪ ...who work with portfolio management experts, that's when expertise happens.

mfs. because there is no expertise without collaboration. you might know this if you watcher of street signs. but we have banned words like apock lips. so we're not going to say it, but there is a lime shortage in march ga ritaville. now you will pay about 53 corrects. most of the limes come from mexico where rain and disease have all but wiped out the crop. no supply, high demand. there could be a bit of a country size. >> that's a pretty big jump, too. from 20-something to 50-something per lime. >> per lime. very quickly, let's take a look at the eem.

it's at its highest level so far this year. it is currently up. not a huge amount. only about 1% today, but it is in a decelerating market today. we are seeing long em, short tech, exactly the opposite of the beginning of the year. >> yep. there it is. thank you so much for watching "street signs." have a good weekend. >> "closing bell" is next. join me again in two hours. hi everybody and welcome to the "closing bell" on this friday. i'm kelly evans here at the new york stock exchange. we've gone to well off to gainsville. in fact, the nasdaq flirting with potential lly turning negative here. >> it's great to have you back. >> i'm sorry to be so tall. >> she's