the debate on groupon. joe, congratulations with that. let's do some final trades. josh brown, what's your final trade? >> i'm with warren buffett, the accounting error at bank of america is a buying opportunity. >> whole logic. >> d vice president n. >> go. >> travelers long. power starts now. halftime is over. the second half of your trading day begins now. all right. welcome, everybody. the dow moving up on the back of yellen's economic testimony, but the momentum names dragging the nasdaq down again, the stocks leading the declines there, we will talk about that. what bubble fed chair yellen says stocks are not in bubble territory, but what is the ten-year note signaling about the stock market? we have a key auction just moments away. get ready for what could be the biggest ipo in u.s. history.

alibaba plans to go public. yahoo has a major stake. what does that ipo mean for yahoo and its shareholders? one of the wall street's top internet analysts will weigh in on that, an the battered social media stocks. are these battered shares a buy? first let's check in with sue at the n dwrismt se. >> it's a very strong day here. we're off our best levels, but close to a triple-digit gain. right now dow jones industrial average is up 86 points, nasdaq as ty just mentioned down a full percent and change, once again a very tough session, and we're only 36 points and change from breaking that 4,000 mark. s&p 500 is up better than a tenth of a percent at 1870.71. the nasdaq is not really following the dow in today's trading session. seema mody will give us the breakdown. hi, seema. >> good afternoon. that's right, an ugly day for the nasdaq. the primary catalyst become

tech. and yaw hoar is in fact on the top of that list. shares moving lower after ali baba. filed for an ip on in the u.s. cog any zen things to increase tech sending in europe. elsewhere convince again a mix of internet and high growth names, tesla shares lower ahead of its earnings report. priceline also getting set to report, shares lower on the day, though traders say that upbeat earnings could reset the way these stocks are perceived. lastly whole foods getting hit on disappointing earnings. bmo, sterne agee, jeffries all downgrading shares of whole food, the main concerns being strong competition and how that will impact future profitability. >> down almost 20%. thank you very much, seema. let's get a market flash with sheila.

>> seema just mentioned whole foods, but check out the ripple effect it is having, so three our retail grocers are down in simply. take a look at sprouts farmers, fresh market and fairway, all getting hit. by the way, don't forget that sprouts is out with earnings after the bell, but nonetheless a very tough day for these retail grocery stocks. sue? >> sheila, thank you. let's get the trading action. mary thompson, beautiful in her green, and it's a green day. >> at least for the dow and s&p 500. you know what we're seeing today, sue is a little higher than average volume here at the big board as investors are looking -- focusing in on a couple things, first of all buying stocks that have proven earnings and proven dividends this after janet yellen said she's expecting for us to stay in a low rate environment for the foreseeable future. look at the groups that are leading the s&p 500 higher today. telecom and utilities, of course different paying groups there, as well as the financials having

a nice bounce back. they've been under a ton of pressure lately, trading below their 200-day, today looking a bit better. also strong today the in sector. good news, good earnings results from devin energy as well as chesapeake, and that's given a lift to the rest of the use. natural gas stocks performs well. and then the gamers are on fire. veld i don't games, electronics art and activision, coming in with stronger than expected results. again, when you beat, the mark will reward you. >> that's really the stock they have taken to the woodshed as art cashin would say, right? >> see you later, mary. breaking news in the bond market, it's a ten-year note auction, rick santelli is tracking the acts. >> $24 billion of ten-year notes were just released to the public and investors hands. the agreed to b as in boy.

i could have given it a smidge more, but let's go through the internals. the yield 6.12, at auction since june of last year, all the metrics, bid to cover 2.63 is pretty close to ten auction average. and the dreck is at 21.6, a bit above auction average 689 you get the point. everything was a bit better, but what i really like about this auction is dealers only took 29.1%, which means the bulk of this auction, 70%, is in the hands of dealers, and janet yellen being santa claus after ben bernanke retired his beard, stocks up and yields up. so it continues. whether it's a short squeeze, a statement about the economy, all of the above, one thing i don't think we can pin it on is geopolitics, because it certainty doesn't look like there's anything significant on the there today that's different from the last several. tyler, back to you. >> thank you very much, rick.

janet yellen giving wall street and washington her vision of the economy, and steve liesman has the highlights. >> she told the joint committee that it was transitory and mostly weather-related. she said she sees a rebound occurring in spending and in production, but she sounded concerned over housing, pointing to it as a major economic risk, along with growing tensions overseas. here's what's behind her optimism for the rest of the year. less fiscal restraint, gains in home prices and equities leading to a wealth effect, and increasing confidence among businesses and consumers. yellen gave no hints that rates would rise, already believed in the decline several times to put a time frame on considerable period. remember he spooked markets back in march. she defined considerable period that the fed would wait from the end of qe to the first rate hike, six months.

now a lot of the q&a dealt with weather. they are bubbles in stock markets. >> valuations are in historically normal ranges. now interest rates, long-term interest rates are low, and that is one of the factors that feeds into equity market valuations. so there is that linkage. so there are pockets where we could potential see misvaluations and smaller cap stocks, but overall those brought metrics don't suggest that we are in obviously bubble territory. >> another pocket where she accepted some bubbles could exist is high-yield debt, but overall she said the financial system did not appear to be over-leveraged and talked about higher capital ratios in the banks. >> steve, thank you very much. sue, down to you. perfect segue. we're questioning whether janet

yellen giving the green light by say there's no market bubble. joe is with us, global market strategist, and steve auff, at federated investors. steve, you have a year end target of 2100 for the s&p 500, and ms. yellen is saying she doesn't see the broad market in bubble territory. maybe a pocket here or there, so that seems to be a green light. is it? >> i think it is. we think the fed will be very friendly here, and that's good, almost like -- earnings go to to on the s&p by the end of this year. you've got a fed on hold at very, very low rates. i think it is the kind of green light for equities. >> what do you think, joe? do you agree with that? general? >> i agree in general, but we see more up side here. i do think we need to temper expectations. i think we're looking at future gains coming from the u.s. equities really to be limited by earnings growth and some dividends. i don't think you're necessarily

going to see a lot of multiple expansion. having said that, i think there's up side here. >> the thing that's a conundrum to people that i talk to down here is the ten-year note going below the 2.6 level. maybe that's a bit of geopolitical fear, steve, but is it signaling something that we don't see right now in the stock market? the bond market and stock market seem to be telling slightly different stories. >> i don't know. there's all reasons for demand for the ten-year note outside the u.s. that's probably driving it down. i think it's a bit of a conundrum, but if i look at it long term. we think the ten-year is heading up to 4.5%, so i would be a seller down here of the ten-year at 2.6. i don't know when that's going to happen. i know there's technical factors causing it to drop low, but i don't see a recession in the cards. the yield kiffin is positively sloped, unemployment is still high. a lot of capacity in the economy here.

it just doesn't feel like anything that you normally would see entering a kind of recession. you've got a fed very accommodate i have been. >> so i'm going to ask both of you where you would put money to work, if you see some up side to the market, would you go somewhere else globally, or balance it out in some way? >> i think as we look at the capital markets around the world, i would agree that rates more likely to go up than go down, so we continue to favor the equity markets. within the equity markets i see more up side. i think we'll deal with some headwinds, and how that affects certain countries in the e.m., within the developed market, while we continue to remain construct i have been, i think there's more up side in europe. you've got revenue growth starting to pick up i think in europe, of course you've got profits margins starting to pick up, ultimately i look at europe and say there's few innings behind where the u.s. was.

>> what about you, steve? >> i think we'll stay a few innings ahead of europe. europe is okay. we have investments there, but i think we're entering a cyclical upsurge, so i want to own u.s. cyclicals. i think they'll participate most in the economic updraft. we like companies in nonresidential construction, in the housing space, you know, industrials, the manufacturing renaissance. we think that's really where the earnings leverage is right now in the global stock market. >> all right. thank you both. we'll leave it there. so two green lights for you. ty, up to you. sue, thank you. chinese e-commerce giant alibaba planning to go bub, setting the stage for what could be the biggest ipo in u.s. history. kayla? >> ty, alibaba says it's planning to raise $1 billion, but that's just a placeholder used to calculate registration fees. it could raise upwards of $16

billion which could make it the biggest tech ipo in history. yaw hoar required to sell a third of its holdings in the deal. the filing only detailed the top stakeholder soft 2k7 bank founder, and kreismt off joe tsai, but it's expected that others may -- as wall street additions into the -- probably the most impressive thing they are see is the 48% operating margins on the revenues that alibaba made last year, meaning when you look at those numbers, google, ebay, amazon may have had highers sales, but alibaba is more profitable. that along with the 5.2 billion in free cash flow has investors salivating even in a market where support for these so-called momentum names is winning. amazon at $137 million market cap, that's 43 times amazon's free cash flow. if you pin that multiwall to

alibaba, that company would be worth $223 billion. it's important to price it conservatively so as not to spook the market. it will be a juggernaut when it becomes, we'll get a date that it will go public and the all-important price, but certainly, ty, a lot to work with in the 300-plus pages we've gotten in the last day. >> kayla, thank you very much. let's bring in rbc analyst mark me henny, who covers yahoo. yahoo has a very good stake in alibaba. what do investors in yaw hoon need to know about alibaba. >> once thing that yahoo shareholders will going to want to know is what is yahoo! going to do with the proceeds? whatever it's priced all clearly there would be a lot of cash raised. so shareholders want to know what percentage will be returned to them and what percentage will

go for operating expenses and for future acquisitions, probably the single-most important issue. >> what is their tax liability? do you know? yahoo's, that is. >> pretty high. jerry yang is probably the is thisle best investor in internet land in the five 15 years. this el into ultimate in as an extremely low valuations versus what is reported to be today's valuation, so yes, significant tax liabilities associated with it. >> let's move to some of the stocks you follow, most especially in the social media area, like twitter, facebook, you have an underperform on groupon, but let's talk a bit about twitter and what's been happening to it. has it been unfairly battered? do you like it at this price? are you considering changing? i believe you have a buy on it. >> we do have a buy on it. we've had a buy on it from $70 down here to the low 30s. so we have missed and been incredible on the last move in the stock. it's a speculative buy for us, but we'll stick with it.

the reason is we think the business model has proven, if you apply facebook levels of monetization and margins, levels of profitable to this business model, you can see your way to $3 to $4. that's assuming they execute well, but if they do, this stock will not stay in the -- so we like it long. we still nine out of the ten days prefer facebook, but we'll still keep a buy on twitter. >> if you had to put money into one or the other, you say facebook. why are you down on groupon? >> groupon is going through a business model transition. they're trying to break out of the local daily deals business into the goods business. maybe they'll succeed in doing this, but that's an awfully competitive field. you mentioned one company that's going public in that field, amazon and ebay. you're going unagainst entrenched competitors. it will cost a lot of money to make this transition.

they're already talking about it's taking longer than they thought. i think it's a questionable strategy on their part, and in the meantime they've got very little cash flow or earnings growth and it still trades at a bit of a premium valuation. >> mark, thank you very much big with us. >> there's russia, nigeria and venezuela. michelle caruso-cabrera is monitoring those flash points for us. >> we have the map ready to go to explain exactly what's going on and how they might impact the market, sue. all that and more when "power lunch" continues after this break. the competition tomorrow requires challenging your business inside and out today. at cognizant, we help forward-looking companies run better and run different - to give your customers every reason to keep looking for you. so if you're ready to see opportunities and see them through, we say: let's get to work.

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[ female announcer ] the x1 entertainment operating system. only from xfinity. tv and internet together like never before. welcome back to polypowell, where we are watching shares of king digital. that stock getting slammed despite posting better than expected results. investors remain concerned about the overreliance on the most successful candy crush game, which does count for about two thirds of its current bookings. tyler? >> sheila, thank you very much. three big stories we are watching around the world today. michelle caruso-cabrera is here. let's start with russia. president putin changing his tune a bit, now he's ready to have a bit of a dialogue. he says he's pulling some troops back from the border with ukraine. what do we know? >> all of this is being interpreted as him trying to calm down the situation in eastern ukraine and perhaps fend

off any coming sanctions that might have occurred. ahead of what's expected to be a very violent weekend buff a referendum that he said shouldn't happen and because of a big holiday. >> they were so works that the russian market was clearly worried it would trigger the sanctions that was talked about on friday, if they destabilize eye crane too much, they can't hold the elections, there would be level 3 sanctions. >> may 25th is the election day, but if the eastern half of the country is completely embroiled, how do you have a credible election? 6% in a nanoseconds for the russian market, and then the russian ruble rallied dramatically. this is a one-day chart. the blue part is the dollar. so they saw this as wow, dleg if he's walking it back, merkel has

an out to say, see? she doesn't necessarily want to do sanctions as much as eu does. it's been several weeks that school girls were captured by boko haram. >> the u.s. department is sending in help to try to find the girls. in particular the other issue at the forefront is starting today is the world economic forum in nigeria. we all know davos, in the winter time that's the big meeting, but thej little meetings throughout the world. this is where the kidnapping happened up in borno. >> that's effectively a lawless region? units completely lawless. even though it's gotten a lot of headlines there are attacks up there repeatedly for months and months. world economic forum in the

southern part of the country. meetings in the middle, all the oil companies are in the southern part. we haven't soon reaction so much, because all the violence is in the north, and they think the oil production isn't affected. another country that trying to make a lot of oil -- >> and yet -- >> and now ford says they're suspending operations. >> this is amazing and telling. ford is suspending operation, because thy they can't get the currency they need to buy parts to make the cars in venezuela. why? because the government controls who can use dollars, they hand it out. they have have tons and tons of dollars, because they -- but they blow it. they've been spending so much money, so now they hand it out to only the favorite cronies, and feared which didn't make many cars there, because the car is down 76%, because the economy is so bad. it's not a big story, but

emblematic of just how bad the situation is in venezuela. >> michelle, thank you very much. whole foods getting crushed today following disappointing earnings. what does that say about the state of the consumers? we'll talk about that plus -- coming up a condiment competition. a start-up battling for space in your fridge and your dinner place. >> it is no longer the 1980s when the reagan administration decided that ketchup was a vegetable. but can it catch up to leading brands? >> are you in or are you out on sir contendsington's? >> stay tuned to find out. that's why i got my surface. it's great for watching game film and drawing up plays. it's got onenote, so i can stay on top of my to-do list, which has been absolutely absurd since the big game. with skype, it's just really easy to stay in touch with the kids i work with. alright, russell you are good to go! alright, fellas. alright, russ. back to work!

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.

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we know we're not the center of your life, but we'll do our best to help you connect to what is. welcome back, spiking a bit after reuters reporting that the company has had talks with private equity firm, but potential bid for cars.com. trading at 2701 a share. time for our series the power pitch, where entrepreneurs get just 60 seconds to make their pitch. our panel the experts decides whether they have what it takes to become the next big thing. >> ketchup is a category in almost every american home, and served by almost every restaurant and hotel. ketchup has been boring because it hasn't change the we're making ketchup interesting again.

>> i'm mark, and i'm scott norton. we're the cofounders of sir kensington. a few years ago we saw an opportunity to reinvent ketchup. it's if 97% of american homes, a multibillion dollar market, and it hasn't evolved in 50 years. it's different, because we use real ingredients such as organic sugar rather than high fructose, it's like the difference between sunny drying and fresh squeeze orange juice. >> our products are now sold in over 3,000 grocery stores like whole foods and safeway, and served in over 300 restaurants and hotels. these two signs of our business every complementary, as restaurants introduce the products to customers, who then go buy them in stores. >> last year we released three flavors of mayonnaise which have grown the brand tremendously. our goal is to create inoy investigative products that move food culture forward.

>> i'm dominic chu. joining us today on the cofounders. on our panel is nick marsh, and led an investment in chopped creative salad company, now the company's ceo. also a director and former investor the mendocino farms sandwich company, and michael psilakiss. chef and owner of several restaurants. he's been named "food & wine's" best new chef, and chef of the year. and perhaps we'll toss the first question here to mike. >> i enjoyed the product, the viscosity of the ketchup was very, very interesting. how do you get somebody that understands ketchup in their mind as heinz, though, to like that chew? >> we're going after a market that is looking for something different, that's looking for

something better, so it's self-selecting in that way. >> not so long ago, the only kind of bread you might find in a grocery store is white bread, and now greek yogurt has exploded, whole wheat or rustic breads have exploded, so people associate a more interesting natural texture with a quality product. >> so this is a niche market for you? >> we don't sell to mcdonald's or walmart, but at the same time, but that market that is looking for something all natural is growing. >> nick, how about you? >> the world is changing. it is no longer the 1980s when the raken administration decided that ketchup was a vegetable. consumers demanding, the pal laths are evolves. >> we started with stores lie crate & barrel, williams sonoma, and then as he grew, we went to stores like whole foods and safeway and kroger, in short, the growth strategy is take or

time and start where we feel like there's less risk, because people are already there, and work our way to the more mainstream grocery stores. >> have you hamstrung your sales force by limiting the audience you have? my quern concern is you're capped. >> we see this as step one. i think we're at the tip of the iceberg. yes, the natural products market is growing, yes people are becoming more and more aware of better for you condiments, but at the same time there are other thing that we can introduce, too, you know, other foods that are either related in the conned meant world that might be less niche at a more successful price point that would allow us to access more of the mainstream and broader market. >> where and how am i going to convince the guy that ate the heinz and that ate your ketchup to say, hey, i want you to spend this much money to eat this. i just don't see how that works? >> i think context is a really big part of it. when someone sits down at fish tag, for instance, i read about

this place on the internet, and all of a sudden these get this ketchup. that context, especially how special a experience is for someone, it triggers something in someone's mind. >> so you heard what mark and scott had to say. so the question is, are you in or are you out on sir kensington's? nick? >> at the end of the day i'm a believer that better tastes better and the american palate is moves in a direction the consumer is moving that the 50-year-old products that have sat there unchallenged that those products have to be afraid. so i'm in. >> nick, what about you? >> i think the mayonnaise is an interesting product, because when i tasted that, i think people want to associate healthy things and they know that mayonnaise is not healthy. i think as you start to introduce these new condiments, i think that's really the route that will see a lot of growth for you guys. i love this product. i'm in. >> right now i think if you're

going up against the big guys, it's going to be a tough go, no matter what your price point. unfortunately, guys, i'm going to be out on this one here. so, guys, you heard the ins and outs, two ins, one out. what's your react? >> to your point about competition against the big guys, absolutely it's a big challenge. this is a country that is dominated by a lot of monopolies in some ways. >> the expansion of more products that some new markets may not be as monolithic, i think that's what excites us. so we're excited to keep growing. >> outstanding. guys, thanks for joining us. thanks so much to mark and scott and to our panelistsic nick and chef michael. and that's the "power pitch." salsas, barbecue sauces, everything, man. i would be in on that one. are you in or out on sir

kensington's? go comment online and follow the conversation. ty, i tasted it. >> it's delicious. the ketchup is delicious. gold prices, we're down 19 bucks on gold as equity markets move higher. but palladium is the biggest loser, the tensions in russia once again taking its toll. the nasdaq in terms of equities, it's the biggest loser today, dragged down by momentum stocks really getting hit very hard. seema is a back with us for an update. >> whole foods is a big loser on the nasdaq, giving up much of the 2013 gains. while many analysts downgraded shares, argus research actually upgraded, writing that it expects comparable store sales to grow. so interesting call there. elsewhere, social media stocks under pressure. groupon down double digits, the sell offcontinues?

in twitter, in shares of apple. it broke $600 a share earlier this week. back over to you, sue. >> thank you, seema. we had the ten-year note auction earlier this afternoon. let's see how the bond market is faring with rick santelli. hey, ricky. >> hi, sue. you know, it's an amazing day because of the yield curve. i know we had a ten-year note auction, but all the action down four basis points, sends those maturity on the short end that have been stubborn when it comes to rallies, mostly selling off, so look at the intraday five. 164, close to 168. look what it's doing to the spreads? look at -- so we are steepening. there hasn't been a lot of steepening of late. year to date back to that ten-year, once again hovering around that february 3rd 257, 258 area, doesn't seem like we could close above it, but that's what we want to monitor.

all that movement in interest rates really hasn't changed the landscape. still hovering at the lowest level since the fall of 2012. tyler, back to you. >> rick, thank you very much. good energy for gaslog. next our exclusive interview with the company's ceo on why the market for liquefied -- mike benefit. 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.

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welcome back. check out shares of phillips 66, the stock is moves higher. raised its quarterly different, that's now a 2.4% annual yield. phillips 66 currently trading 85 bucks a share up about 0.9. let's get more on the trading action here. mary thompson is on the floor. i6789s investors are telling -- with the pending alibaba ipo,

which raises questions about some of the valuationses of similar businesses. insurance stocks -- humana another health company with stronger than expected results. american express benefiting, in particular basics look trong today. the yield curve is helping. travelers higher as well, verizon and ver risen. allstate reported stronger than expected results, the insurer getting hurt by the strong winter which increased personal and auto claims. and then consumer staples, or consumer stocks getting a bid too, today. stronger than expected results from molding coors, and then mondelez announcing a restructuring. so both of them very strong performers for the s&p.

once again the dow is up the 7. sue, back to you. thank you, mary. and there was the opening bell this morning. gaslog makes its public debut on the new york stock exchange today. its a liquefied natural gas operator. the shares have been enthusiastically greeted, they've moved the stock up 25.5% in today's trading session. ceo paul hogan is here to tell us about the plans also with us is bob pisani. welcome and congratulations on your ipo. >> very good to be here, very please the how the stocks traded since this morning. >> one of the traders that i talked to said that one of the reasons it's being so enthusiastically received is not only the fact that you plan to pay a pretty sizable different probably sometime next year, but

also because of the geopolitical situation is really playing right into your hands you're the type of company that investors want to seek safety in. >> you know, what we do is we ship natural gag liquefied natural gas is frozen, put into our vessels, and transported around the world. when you look at what's happening in ukraine at the moment with the pipeline gas coming in from russia, and 30% of the european gas comes from russia via pipeline, half of that goes through ukraine form one are one op is to take that liquefied natural gas and it's really about security of supply that we are offering with our ships. >> first, congratulations on the ipo.

a tough day for the prarkt, yet you priced at the high end of the range. that's a good sign for the company. i want to ask about that geopolitical question. let's assume there's suddenly a demand in europe as a potential replacement. is there enough supply to do that? number two, there a delivery method that's feasible? could you actually deliver sizable quantities of liquid natural gas should there be a need to do so in europe? >> this is not something you can put in place quickly. you need to put the infrastructure in. we're seeing at the europe more regasification terminals. when we bring the frozen gas, it has to be regasified and then put in the pipelines, so it takes time for those terminals to be built and it would take time for the supply of gas to catch up with the demand.

>> i would note, just as i recall, japan gets most of its energy will you liquefied natural gas. this is technically perfectly feasible. it may not have the supply or terminals there in europe, but japan does this now, am i cricket? >> absolutely. >> japan takes about a quarter of the world's liquid natural gag at the moment, uses it for the power industry, so it's a very feasible way for us to deliver gas into europe. >> very quickly before we let you go, you expect to pay a dividend of 7.5% for the year ending june 15th. that's a very sizable dividend. i'm sure that will be attractive for those looking to add income to the portfolio. but the cash you raised, what are you going to do with it? >> we have a growth pipeline at the parent company. this is around mlp. we have a large number of ships we can continue to drop do you know into the mlp.

we're confident over time we can continue to grow the business and grow the different for the company goings forward. >> all right. congratulations again. nice to have you with us. ty, up to you. >> a pleasure. whole foods taking a beating today after missing earnings estimates and cutting its forecast. what's this say about the health of the american consumer? sarah eisen has some clues. sarah? >> it turns out it's not just whole foods. some other big names i'm following are raising serious red flags about the health of the consumer here in the u.s. and around the globe. i'll get the warnings signs to you when we come back on "power lunch." you, my friend are a master of diversification. who would have thought three cheese lasagna would go with chocolate cake and ceviche? the same guy who thought that small caps and bond funds would go with a merging markets. it's a masterpiece. thanks. clearly you are type e. you made it phil. welcome home. now what's our strategy with the fondue? diversifying your portfolio?

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right now trading higher up more than 1%. for lamar, i do note it's falling after weaker than expected revenue. sue? >> sheila, whole foods is the latest consumer-related company to report earnings, misting estimates, disappointing with the outlook. they're done 20% today. what does this say about the state of consumer? sarah eisen is here with me. >> the state of the consumer in a word we're calling it is rotten, at least if you look at the lens of recent reports from some of the biggest name consumers staples. obviously we should start off with whole foods getting absolutely whacked. earnings, the outlook, comp store sales, all missing the mark. whole foods is struggling with very sbensz competition as mainstream grocers move onto its turf, but the co-ceo john mackey

did say macroeconomic factor and weak consumer severe weather were hurting the sales. kellogg reported net sales decline of 2.9% from last year for north america. brought down by soft cereal sales in the united states. clorox dropped nearly 2% when it comes to its sale in most recent quarter as well. more evidence of an unhealthy consumer environment can be found in procter & gamble's reports. p & g, from beauty products to health care. each of these companies obviously faces its own problems in getting the businesses to fire on all cylinders, but this is a common sluggish theme. the question is what is behind the overall weakness? first the softs in in the u.s. market. we've seen stagnant wage growth, a rockie economic recoveries, and all hitting domestic consumers. second, international impacts, currency fluctuations,

geopolitical situations creating a tough market and lower profits, so investors should really be looking out for certain buzz words that you already are hearing about how they are addressing the weak environments. words like expanding stores. innovating with new products, and price cuts, another biggie, cost cuts. all of these factors could help get these consumer names back on track, or at least do enough to satisfy investors that are worried about this weak sluggish consumer environment when the consumers aren't spending on the basics. sue? >> sarah, thank you very much. an alibaba ipo means big money for part-owner yahoo. what with she do with all that cash? she's speaking at the top of the hour. should you dump the mining coal stocks? and a private jet company is offering college tour deals. power rundowns is coming up next. at delta we're investing billions of dollars,

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speak soon. how should she put that cash to work? >> what worries me is they'll get something like $12 by on, something like that, and $20 billion in the company still. the stock is only a market cap of $25 billion. they're saying yahoo is worthless outside of ali baba units you know, traders are saying that an investment in yahoo is in essen an ali baba investment with a cost-froe oops for other parts of the business. if you look at it that way. >> it's disturbing that everyone has known that for a while. she's not adding any more value. i don't want to insult the woman, but that's what the market is saying, and that's a little disturbing.

>> news on stanford, nearly $19 billion in endowment cash. the school says it's no longer going to invest in cole mining companies. the first major university to lend support to a stop investment in fossil feels. of course, stanford named after leland stanford, a train guy, presumably some of those trains ran on coal, so there's a little irony there. you had expect more endowments to do this? >> they're not the first. it's been a pop you list uprising among students, more investment in clean energy and technologies. what they're in essence is doing is say, hey, administration, can you invest in these type of companies? i think it's a trend you may see continue. >> with the university of texas, their trustees bought a pile of gold a few years ago, so i look at it purely from an investment point of view. apparently the guidelines say they can do anything that

affects corporate policies that could create substantial social injury. unfortunately this is sort of caught up in the whole climate change, sort of a political question. i question whether or not people are making important investments that could affect the future of the endocument. i can see how people divesting things could hurt it down the road. magellan jets offering college tours starting at $43,500 to help you and your child see prospect tifr campuses. you get something like ten hours of jet time for you and your family to travel >> the company says education is a top priority, but starting at $43,000 for a ten-hour flight? that's a one-year college tuition. i think education? i think education is put it into the college tuition. >> i did it old school. my parents flew me to new york and we drove for hours on end to visit schools.

maybe that's just the way to do it, economically at least. what's coming up on "street signs"? >> hey there, ty. nuns other that is right marissa mayer, we'll be taking the to the conference live. boy, do we have a lot of things we want to know from her. live, are you going to use those pros from the massive ipo? amazon might be out there and wowing us with those sexy plans, but there's an unsexy side of the business that would trump them all, and a lot of other things. make sure you join us.

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welcome back to "power lunch." in a surprise move the company is raising prices at more than a third of its shipments. fedex will actually be pricing packages according to size. fedex is trading higher on the news, but the big question, of course, is will u.p.s. follow? we'll have to wait and see. the stock is trading higher in the meantime. sue? >> thank you very much, sheila. let's check the market. it's been a strong market day. off the best levels of the trading session, but still up about 73 points on the session. the s&p is still positive as well, the nasdaq obviously the biggest percentage losering off

1.10%. the ten-ee know f. we're at 2.58. that's a concern for market traders. that will do it for this edition of "power lunch." >> we'll see you tomorrow. "street signs" begins right now. and welcome to "street signs", where the dow is up, russia may be finally ready to talk about ukraine, and whole foods is in a lot of pain. but the big story right now. marissa mayer about to speak at the tech disrupt conference in new york. you will hear it here live when it happens. that's not marissa mayer. >> that is not. there are two other people on the stage. we want to know what kinds of things, don't we, brian? obviously we want to now how she's been transforming yahoo. they've been making dozens of