three winners right now -- tjx, home depot, urban outfitters. to leave you on that note. that's all for "power lunch." >> great to be with you sara. "street signs" begins right now. it is a diy stock market. powers back towards its all-time high. we have a heaping housium of hopium for you. the fight takes another turn today. real small business owners explain how obamacare is impacting them. and four surprising stocks that have done even better over the past five years. don't look now, but the s&p 500, dow and transports are suddenly enjoying the second

best month this year. the nasdaq here behind me as well is doing very nicely. day 5 of its winning streak. it's now less than 12 person away from the boom time high. you may remember the heady days in march 2000. what has been the best performing indense this month so far? >> in the united states or around the world? >> in the united states. i wouldn't make it that tricky for you. >> the greenberg self-loathing index. >> my god, how did you know? >> or the russell 2000? >> it's the russell 2000. the mighty mighty small complains. caps. lots of green, brian. back over to you. you always say good things come in little packages. >> i do. housing starts soaring in july, up 15.7%.

let's bring in diana olick. what in a bigger report stuck out the most to you. >> reporter: you're looking at it, brian. not me, them. they're building a multifamily rental apartment. yes, single families took a nice jump up from a year ago, but multifamily is up 50% from a year ago. i remember talking to analysts a year, two years ago even saying they were concerned about overbuilding in multifamily, there wasn't going to be enough demand. that's why you saw fast forward to today. have i low vacancies, even though rents are up. there you go. avalon bay, equity residential apartment reits seeing an all-time high today. >> obviously one month does not make a trend, so what do all those people who you speak to think about going forward, the future months for for using

starts? >> we know these are very volatility numbers. so you look at three-month running averages. we've seen apartments waver a bit, but very strong this year. looking toward the fall, we do expect to see the single family bump up a bit, but the builders still have supply constraints, though they are starting to develop them now. they don't have enough labor in some parts of the country, but you will see them bump up. they may have to bring the prices down a little bit. but i think multifamily is going to remain strong. you look anywhere in the major metros in this country and you are seeing cranes. >> seeing cranes is a good thing, unless there's too many like in the crisis in dubai. let's brit if brad hunter from metro study. you have your own proprietary start numbers. what are they telling you about trends around the country? >> sure. well, we are driving our markets

all around the country every 90 days. we drive 200,000 miles every quarter counting starts and the activity. >> the oil boom has been driving dallas, houston and austin. they are just incredibly strong. another one that's started to turn around is atlanta, which was badly beaten up during the downturn, starting to come back to a significant degree. we're starting to see lot prices go up, actually starting to see new lots being developed. atlanta, which was unheard of, when you thought of 140,000 already developed vacant lots in the atlanta market, but in the core counties, we're starting to see the demand. housing starts in atlanta are up 29.9%, from second quarter based on first quarter. is another very, very hot market. in fact, we're sort of a leading indicator for the growth in the denver market, because we're

doing a ton of market studies for people developing land, getting it ready for develop and studying the potential, and that's usually the precursor for the actual development and the housing starts. that being said we've already seen a 42.4% increase quarter on quarter in the denver/colorado springs market. >> any markets that look like they're about to roll over? s. >> you know, it's funny. you look at markets in the midwest, and you see a lot of rockyness, seeing a bit of improvement in the manufacturing sector. chicago actually had it more than 80% increase in housing starts but that's off of such a low base. the look at indianapolis, still a lot of weakness there. they're all a different trajectory in the country.

riverside california is taking off like a shot, for example. we did 2.3 million housing starts? ian wear. we're not even halfway back to pre-crisis. so data is nice, making money off data is even nicer. who and why? >> brent blake, home depot. you immediately get a guy who doesn't appear impressed with himself? he leads through quiet inspiration, not intimidation. when he's in the stores every

thursday, he has his fingers on the pulse of the company. do they to work for this guy? >> i know -- i've talked to executives there we did or show from the how many depot exhibits. in one exchange i had with him i just have to mention this. man, i've been around this country, illinois, northeast, going through your stores. you execute on this consumer interaction, and he looked at me and said you've only been in the good stores. i was stunned. he acknowledged that they have still have so much to do. you know they're not all cut out

to be manager. >> you don't get a ceo saying i'm -- >> every quarter isn't great. it's going to go down, this guy is off the together package. >> before he got there, people said that lowe's was the superior company. boy, that's flip. >> nobody knew what to expect, but he just hit it out of the park. great to have you on. >> i ran a search. eagle? >> i don't know.

you are looking at both of us. >> is it eagle materials? >> great guess. thanks, mandy. >> i love teasing and teasers. >> okay. herb, you are coming back. google celebrating ten years. today stocks have been outstanding in that time. but did you have any idea that booze and underwear have been better investments over the past five years. very surprising stocks that have been better than google or even apple. we call that a tease. >> in the meantime, let's got back to the markets. showing inflation remains sharply under wraps. lots of things at play in this market. let's talk more with russ at

blackrock. i haven't talked to anyone who thinks there will be a surprise out of the jackson hole. that makes me nervous. is there the potential for a negative surprise? >> i suppose there is. you know, on occasion some in language comes out of the jackson hole symposium, but i think we're in consensus here. at best i think what we will have is hopefully more clarity from janet yellen about her views on slack in the market, about interaction with wage gains, and just a bit more color about how the fed is going to handle this transition from incredibly accommodative monetary policy to something more normal in 2015 and beyond. >> this next question, russ, will probably confuse me just even asking it. today good news is good news, the housing data. when is bad news bad news?

>> i think bad news is bad news when it couple times with -- comes with a clear indication that this move the fed's hand. today you can see the recovery in the housing market. low rates are having the effect you would expect. at the same time there's no inflationary pressure. core inflation is still around 2%, headline inflation around 2%, so a very nice sort of confluence of low inflation, strengthening in the economy, which of course investors love. >> you know, the lack of bad news from places like ukraine and russia are certainly one of the reasons we've had a good two-day rally. so when you talk about the possibilities for risk, somebody that might be a trigger for -- i'm not going to say a correction, but a pullback in this market, will it be exogenous?

>> we do no investors have become conditioned to -- anytime there's a geopolitical event, you bought the sell-off, you have done well, and clearly investors have gone back to the playbook. what that tells me is if something does happen, if we have a shock in the middle east, if oil prices spike, the market is not prepared for that. so whether or not it's going to happen, impossibility to predict. if it does happen, i think you'll see a negative market reaction, because it doesn't appear baked into the price? >> always good to talk with you. thank you for your thoughts. we have some breaking news in the world of sports, eespecially if you're a hockey fan. the new york islanders are being sold to john lidecki. until the deal the owner will continue as a majority stole for two years, andal that, the

islander are slated to move to brooklyn after this coming season. the new york fed is out with a new report on obamacare's real business. it may be raising costs and hurting jobs. forget wonky reports. we'll ask a real business owner what she is seeing. plus a look at today's mystery chart. it's been on the climb in august, up more than 13% so far this month. we were all surprised by the name, brian, you may be, too, can you name it? here is the hint. it is not google. the answer later on in the show. stick around. financial noise financial noise financial noise

virtually all your important legal matters in just minutes. now it's quicker and easier for you to start your business, protect your family, and launch your dreams. at legalzoom.com we put the law on your side.

there had been report that he would step down from the board now that he is no lodger ceo, but he sent a letter to the ceo of microsoft just a few moments ago saying i've got solve going on in my life. he ball the clippers. >> we had the pep rally, of course, he is excited to be the new owner, so yeah. >> steve ballmer out, though he still owned, what, about 20 billion of stock? >> i wouldn't call that -- i'd like to be that kind of in. a survey from new york fed shows that small businesses do remain nervous about the affordable care act. when asked, a majority of companies expect the law to

increase their costs, and they were adding more part-time workers or cutting employees all together. -- who hopefully one day we will actually get to dine together out there. because you are the business owner, madeline, let me push back a bit. business owners do tend to worry about things. that's your job, to be fair. what has been so far the real impact for you? >> well, the first thing, brian, is that i think we need our lawmakers to understand our industry. the restaurant industry is very unique in that we are incredibly labor intensive, we use perishable items and are in real time. i can't send my pizza offshore to be prepared and sent to your table. so we are real time. our lawmakers have to understand that. the other issue that we have is it's going to -- the affordable care act is probably going to cost us an additional -- by 6%.

can we just hand that off to the customers? no. so i'm looking forward to technology and our technology partner is ncr, to help us in our labor forecasting, so we can be more efficient when we have people in the restaurants, and also with something called mobile pay, so the customers can actually pay for their check at the table through their smartphone. we've already been trained by the airlines to print many our own tickets. s gas. you go to the grocery store and you're checking yourself out. so more of a self-service model to a certain extent. our fast casual, you order at the -- we have a new pronto, near the clippers' headquarters, mind you. >> interesting. >> yes. >> and to brian's point back in 2010 it wasn't just a case of you being kept up at night and worries about the extra potential cost would impact your plans, you actually paused your expansion plans, because you

didn't know how much of an extra burden could be, now you do know what it costs. have you restarted your expansion plans? better or worse than expected? >> well interestingly enough, i was already pencilled in on several leases, on our expansion plans have moved forward, but we're going to our new pronto, which is the fast casual model. so it will limit the number of staff that we need. so rather than having 20 people on staff we might only need nine or ten. that will also help in the overall costs. you'll still get the great food and great service, but you'll be doing more of the work yourself, maybe ordering online before you come in. we're looking at that model, where you take your smartphone, order your food, you walk in, it's ready, we hand it to you and you eat it. we're looking at ways to be more efficient. at the take away jobs. i will tell you that. moving to technology will help the business model manage labor

so less hours will be needed to have employees in different times. we have to look at being efficient. vick, let's go to you. businesses forever have been complaining about health care costs, indeed they should have been. it's the biggest threat for the last 20 years. along comes obamacare. it's ratcheted up the political dialogue. weren't we in trouble before? i'm not defending obamacare, whatever, but weren't we in trouble before? health care was a disaster before. >> it was a disaster before, but obama has accelerated this problem. now instead of health care costing going up, this year perhaps 10% a year, next year as well. if you're a small business with really low margins you have to either engage in labor-saving devices or pass the higher costs onto your consumers. we'll see. a lot of people in that fed, 36% of manufacture businesses and

25% of services businesses said they were going to increase prices and pass them on to the consumers. maybe that's a nudge for this hourly wage labor force. >> so we all end up paying >> that's exactly right. you can't hide they costs forever and of course, who will have to deal with lower wage increases and less work overall. >> here's my point. we talked about obesity yesterday. we'll talk about it later on in the show. here's the issue. rather than complaining about the treatment costs of something, when are business owners and the government and whatever going to say why is america so sick? smoking rates have come down. workplace injuries have come way down, yet the number of people on disability is an all-time number. why do we need so much? why are we consuming so much more than the next highest nations, at least in terms of cost? >> if you actually look at the

level of sickness or illness or diabetes, obesity, whatever you want to look at. match that to other countries, that's not the driver of why we spent so much. the driver is that hospitals and doctors charge much higher prices for the same services, four to five times the cost of a hospital day in the united states is about $3,000. >> and asks you to take way too many tests and procedures compared to other countries. >> i don't mean to interrupt, but my husband is a chiropractor. he takes home less now with what the insurance companies are reimbursing him. so he's giving the same great care, the same great quality of care, and education to his patients, but he's not getting the same amount. so the reimbursables by the insurance companies is way down. but getting back to the healthy, you know, our industry is the one that's hit hardest when it comes to obitity and diabetes. in l.a. we have choose healthy l.a., and on our menus, we have

a kids healthy menu, an adult healthy men ur. i still say fettucine alfredo is one of our top sellers, but we have options. this still is america, land of opportunity. people can make choices of what they want to eat. we're just giving them those options. >> excellent point. people have the option to choose. >> it is. >> that's a perfect setup for our debate later on. >> great to talk with you. >> thank you so much. on this tenth anniversary of its ipo, we are rethinking google. why the search giant is so much more than just a search giant. jon fortt will be joining us ahead. you can binge that segment. later on the fiery debate spills over to today. we ask this -- who should bear the brunt of the blame and the fix in america's $200 billion per year obesity problem? stick around. the world has gotten you far, but what if you could see more of what you wanted to know?

with fidelity's new active trader pro investing platform, the information that's important to you is all in one place, so finding more insight is easier. it's your idea powered by active trader pro. another way fidelity gives you a more powerful investing experience. call our specialists today to get up and running. where the reward was that what if tnew car smelledit card and the freedom of the open road? a card that gave you that "i'm 16 and just got my first car" feeling. presenting the buypower card from capital one. redeem earnings toward part or even all of a new chevrolet, buick, gmc or cadillac - with no limits. so every time you use it, you're not just shopping for goods. you're shopping for something great. learn more at buypowercard.com

over 20 million kids everyday in oulack access to healthy food. for the first time american kids are slated to live a shorter life span than their parents. it's a problem that we can turn around and change. revolution foods is a company we started to provide access to healthy, affordable, kid-inspired, chef-crafted food. we looked at what are the aspects of food that will help set up kids for success? making sure foods are made with high quality ingredients and prepared fresh everyday. our collaboration with citi has helped us really accelerate the expansion of our business in terms of how many communities we can serve. working with citi has also helped to fuel our innovation process and the speed at which we can bring new products into the grocery stores. we are employing 1,000 people across 27 urban areas

and today, serve over 1 million meals a week. until every kid has built those life-long eating habits, we'll keep working. let's go to courtney reagan. more details on steve ballmer. >> we do have a her that mr. ballmer wrote to the microsoft board saying he is stepping down

from his presence on the microsoft board. he said in the six months since leaving, he's simply become too busy with the combination of the ownership of the clippers, civic duties as well as teaching. he says his 'going to continue to support and encourage boldness in the management through his ownership shares. remember, ballmer is the largest single holder of microsoft shares outside of the index fund. he says he's going to continue to play an active role as a shareholder, but not as a board member. brian? >> courtney, thank you very much. let's bring in jon fortt. what is your reaction? >> brian, first of all, the most important line in that her i think from an investor standpoint, word for word -- i hold more microsoft shares than anyone other than index funds, and love it. i expect to continue holding that position for the foreseeable future. it sounds like he's not sharing

shares, though stepping down. you have to be happy for the guy. this is clearly orchestrated. not only is this a public letter, but there's a public reply to ballmer. he had the big pep really with the clippers yesterday and now this letter. probably one former co sitten on the board looking over his shoulder is probably enough. the change continues. >> we just showed a board of microsoft's stock. it's not really moving on this. it's not a market-moving event. >> it's incredible, though. i'm on my screen here, he owns 333 million shares of microsoft. just slightly less than vanguard. >> that's a lot of dividends. >> so enjoy, ballmer. >> look at the rise in the stock, too. they helped pay to the clippers. >> there you go. also, while we've got you,

let's talk about google. ten years ago today. it's become a lot more than just a search giant. jon fortt, what has google been doing with the huge cash, sort of behind the scenes? >> of course the acquisitions at roughly a billion or morse. double click, motorola, hard to believe it's just five, but they are the investments. google ventures is a lot like venture capital firm, $1.5 billion under management, all coming from google itself. just as data is a guiding force, which has soared since google's own ipo, goog the vent terse lets it form of which geographic areas, and in what industries. goog of ventures also has an unconventional way of rewarding its employees.

everybody has a share in the up side. when the investments do well, not just the most prominent partners. until bill mari sis, the unconventional approach has helped in terms -- they're all over the map. consumer, enterprise, robotics, and companies like retail me not, home away, foundation medicine and silver spring networks have even ipo'd, now uber, google ventures' biggest investment so far is estimated to be worth as much as $20 billion. other vc firms are experimenting with using data to guide their decisions and tech companies are adopting more google-like investing approaches. google hasn't even limited itself to just google ventures. last year it launched google capital, a $300 million late-stage fund that's invested in established startups like survey monkey, credit karma and

fresh net. guys? >> jon fortt, thank you for google and for microsoft. we could title this next segment booze and underwear beat the internet and smartphones, because the past five years both google and apple have been solid investments. but did you know that over the same five years some surprising companies have done even better. look at these five, consist laze brands, a parent company of corona. pioneer natural resources, bioagain, and underarmour, up more than 1,000 percent. let's bring back in herb. are you surprised? >> i am a bit, yeah. >> what do you make of this list? >> i will tell you.

the hottest stories under necessarily the hottest stock. so it's in that mix. none of these, pioneer, has been in the news, but in terms of being a quiter store, the retail investor for some reason will go to those high tech names. we're always talking about them. >> this morning -- i realize i drink a lot of beer and then try to run it off. >> actually i felt bad about putting it on that list.

constellation to me they make a stance here, i was really surprised. >> constellation has been around for years. >> and different permutations. >> they have done a great job consolidating. you buy, you know, whatever it is they have. >> brace yearself. why i for one an hoarding this this delicious hazelnut spread. i got this on the way to work and i thought i'm not going to take any chances. the stock's been red hot. the second hint -- tom hanks. i make a lot of purchases for my business.

and i get a lot in return with ink plus from chase. like 50,000 bonus points when i spent $5,000 in the first 3 months after i opened my account. and i earn 5 times the rewards on internet, phone services and at office supply stores. with ink plus i can choose how to redeem my points. travel, gift cards, even cash back. and my rewards points won't expire. so you can make owning a business even more rewarding. ink from chase. so you can.

dsl myth #1. it can help your business save money. false. the truth is when you compare our fastest internet to the fastest dsl from the phone company, comcast business gives you more for your money. why pay more for less? call today for a low price on speeds up to 150mbps. and find out more about our two-year price guarantee. comcast business. built for business.

welcome back. check out oil, closing out at its seven-month low. a lot of traders saying we're seeing some technical weakness here. this is one day before the expiration of the october futures contract. it's in contrast with what we are seeing with brent, which continues to get more of that geopolitical risk premium. also in contrast with gasoline. reportedly off-line today, sent gasoline prices higher, and we are expecting to see a big drawdown tomorrow, guys, as gasoline prices continue to fall. they're nine sentence where they were from a year ago. it looks like a pretty expensive labor day. >> that's why brian arrives in a good mood every day. mcdonald's is trying to change its aimage from fast food

to good food. it recently hosted a immediate yay event where it served kung pao chicken. it's been trying it's been trying this no years. when people go to mcdonald's, what do you want? the healthy stuff or the junk food? i want the junk food. in that case, who is most to blame? the restaurants like mcdonald's or the individuals who eat there and make bad choices? we're going to go and have a big debate on that coming up. you also as the viewer and listener can weigh in as well. time for "street talk" our daily rundown. pollo loco. >> morgan stanley not crazy about el pollo loco. their target $22. their price target is eight bucks less than shares are trading right now. let's move on. chili's parent company getting

an upgrade. this call by or friend of the show bob garrington. he sets his target at 55, up from 52, just under $7 left of up side. yes, shares of eat are already up this month. and we actually had a piece of humble pie and he ate it. >> i wasn't off. i was on assignment, working, sort of. >> same thing here, you work here. >> kinda. kate spade. >> the firm said that while the stock is one of the morse expensive retail names out there, the performance justifies it, so they say if you missed the run in kate, now is a time to get back in. their target set at 38. stock is at 33 and change. pharmaceutical initiated. >> we don't talk about jazz much. mostly oncology and pain treatment. jpmorgan saying it's well

positioned to is it growth. their price target is 190. the stock is at 158. we have the under the radar name of the day. ev energy partners, operator of onshore oil and gas assets. it was upgraded at raymond james. their target was bumped to 49, stocks at 3917. by the way, this company pays a 7.9% dividend yield. that's it for "street talk." now let's talk numbers. let's talk astrazeneca. the u.s. government clearing it of any wrongdoing. rich ross, i'll start with you. the stock has been pretty hot. technically has it overdone it? >> no, brian, i like the stock here. we have a compelling technical set setup.

you can see it's been a strong performer going back to october, holding the 100-day moving average and the well-defined up trend. you sigh the island reversusal with the gap up on the pfizer bid and the gap down on the retraction shun, but that's run its course, brian. we've broken below the trend line and the 100-day, but importantly you hold the 200-day average. nice bounce here. and if we zoom out real quick, you can see where it gets interesting. for over four years, the stock does absolutely nothing until earlier this year, where we explode out of that multiyear trading range. that tell mess there is further up side. it's a great sector. this is one you want to own. >> you've said i like this stock about three times, rick. that's a ringing endorsement. do you think it's the same? do you like it as much, mark? >> no, not at all. in fact, you know, today's announcement that the fed is -- they dropped the criminal probe

into this clinical trial, certainly that's a good things, but let's not forget, it wasn't the depend of justice that questioned the validity of the trial. it was some doctors who published an article. until those questions are answered s. i don't think that the drug will come anywhere close to the 3.5 billion in revenue that was originally projected. earnings growth is expected to be flat over the next several jeers. so to me there's not a lot to like here. sure there's some strong clinical trials, some data that came out recently, but all the big pharmas have debts clinical trials coming out. i think there are a lot better opportunities out there >> okay. sounds like not so keen. thank you very much to both of you. you can check out the online edition, that's with yahoo finance. last chance to tweet your guesses for our mystery chart today. the stock up 13%. one of our teases was tom hanks. here's your last one.

quantum computer services. plus it is getting harder for professional sports teams to pull fanses away from their comfortable couches, giant tvs, to get them to come to the game fully in person. new ways teams are improving the in-stadium fan experience. that's coming up next. tdd#: 1-800-345-2550 searching for trade ideas that spark your curiosity tdd#: 1-800-345-2550 can take you in many directions. tdd#: 1-800-345-2550 you read this. watch that. tdd#: 1-800-345-2550 you look for what's next. tdd#: 1-800-345-2550 at schwab, we can help turn inspiration into action tdd#: 1-800-345-2550 boost your trading iq with the help of tdd#: 1-800-345-2550 our live online workshops tdd#: 1-800-345-2550 like identifying market trends. tdd#: 1-800-345-2550 now, earn 300 commission-free online trades. call 1-888-628-2419 or go to schwab.com/trading to learn how. tdd#: 1-800-345-2550 sharpen your instincts with market insight from schwab tdd#: 1-800-345-2550 experts like liz ann sonders and randy frederick. tdd#: 1-800-345-2550 get support and talk through your ideas with our tdd#: 1-800-345-2550 trading specialists.

tdd#: 1-800-345-2550 all with no trade minimum. and only $8.95 a trade. tdd#: 1-800-345-2550 open an account and earn 300 commission-free online trades. call 1-888-628-2419 to learn more. tdd#: 1-800-345-2550 so you can take charge of your trading. it's been that way since the day you met. but your erectile dysfunction - it could be a question of blood flow. cialis tadalafil for daily use helps you be ready anytime the moment's right. you can be more confident in your ability to be ready. and the same cialis is the only daily ed tablet approved to treat ed and symptoms of bph like needing to go frequently or urgently. tell your doctor about all your medical conditions and medications, and ask if your heart is healthy enough for sexual activity. do not take cialis if you take nitrates for chest pain, as this may cause an unsafe drop in blood pressure. do not drink alcohol in excess with cialis. side effects may include headache, upset stomach, delayed backache or muscle ache.

to avoid long-term injury, seek immediate medical help for an erection lasting more than 4 hours. if you have any sudden decrease or loss in hearing or vision, or if you have any allergic reactions such as rash, hives, swelling of the lips, tongue or throat, or difficulty breathing or swallowing, stop taking cialis and get medical help right away. ask your doctor about cialis for daily use and a 30-tablet free trial. [ squeaking ] [ water dripping ] visit tripadvisor hawaii. [ whistling ] with millions of reviews, tripadvisor makes any destination better.

time now to reveal today's mystery chart. the answer is aol. get it, "you've got mail". >> upper west side of new york city. >> and also, by the way, formerly known as quantum computer service. we were shocked to learn there are nearly 12i8 3 million dial-up customers. >> more and more sports fans are choosing to stay homes and enjoin games from their living room. they're trying innovative ways to improve the experience. it sounds like something we were

joking that maybe a consultant or pr company came up with, joshie? >> well, you know, mandy, think about google glass. it's been controversial with some privacy advocates, but at least one start-up does see a bright future for the high-tech eyewear, a future you might soon be seeing on a jumbo tron at the next big sporting event. crowd optic is a san francisco software company and official google glass certified partner. it developed a way to identify and track where devices are pointed. so they can instantly send that data and images along with it to a wide range of devices. it actually was used most recently at yankees stadium when manchester took on liverpool. players gave a sideline view for the fans before the game. >> no camera can get everywhere, so we lever with different personnel, whether it's clearleaders or@lights, or

masco mascots, the kind of perspectives you get behind the scenes, just outside the locker room, at halftime. we call it nooks and crannies. >> reporter: so what's next for crowd optic? today they just announced a new partnership with international speedway, to broadcast live racing action, seen through google glass. the philadelphia eagle also giving google glass a try, and crowd optic telling us other sporting events and teams, they'll be partnering up with soon. the whole point is to give fans a view, a perspective they might not otherwise. tomorrow on "street signs", we'll be wrapping up this series with a report on wearable, actually improving the safety of athletes when they hit the field. >> for more stories about how technology is transforming business, you can visit cnbc.com/ --

and our discussion about antiobesity drugs and personal responsibility became a hot debate. we're going to continue. who should bear the trust costs of slimming down? >> there's very little research that's actually going on to understand why people become obese. i think everybody -- >> is there in. >> i believe everybody knows the answer that -- >> have you eaten out lately? with all due respect, we sit around, do nothing, long commutes and giant portions of food. in a world that's changing faster than ever, we believe outshining 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. because the future belongs to those who challenge the present.

♪ ♪ [ male announcer ] during the cadillac summer's best event, lease this 2014 ats for around $299 a month. hurry in -- this exceptional offer ends soon. ♪ in today's market, a lot can happen in a second. with fidelity's guaranteed one-second trade execution, we route your order to up to 75 market centers to look for the best possible price, maybe even better than you expected. it's all part of our goal to execute your trade in one second. i'm derrick chan of fidelity investments. our one-second trade execution is one more innovative reason serious investors are choosing fidelity. call or click to open your fidelity account today.

that's why i always choose the fastest intern.r slow. the fastest printer. the fastest lunch. turkey club. the fastest pencil sharpener. the fastest elevator. the fastest speed dial. the fastest office plant. so why wouldn't i choose the fastest wifi? i would. switch to comcast business internet and get the fastest wifi included. comcast business.

built for business. you likely well know by now that obesity's a major crisis for america. total cost associated with it -- treatment, missed work, medication, et cetera -- almost $200 billion per year. the question we debated yesterday was, whatever you think causes obesity, does anyone else bear the responsibility for all or part of the treatment cost and should the food and drink industry cover part of that? you can vote along with us. go to cnbc.com/vote. joining us now is mimi roth with the national action against obesity and john bandshoff, president of public interest law at george washington university. professor, i'm going to begin with you. listen, we had this debate yesterday and we had a ceo on

who's a nice guy and i understand he's got a product he needs to sell and it's probably doing a lot of people a lot of good, but i got worked up, because the idea that we are dismissing it purely as perhaps something that is medically treatable. and what i mean by that is the tv show "the biggest loser," for example, people just work out, don't eat much and they lose weight. who has the responsibility? we're going to have to do something about it. who should bear the financial costs? >> i think the companies which are in large part responsible, for example, fast food and sugary soft drinks, should just like we do with tobacco and for exactly the same three reasons. number one, if we don't, those huge $200 billion costs are borne by the great majority of people who are not obese, and that's unfair. number two, many of the food companies engage in unfair and deceptive trade practices, which makes them legally liable. third, if we put the cost on them, what economists call internalizing the cost, it provides a very strong incentive for the companies to produce healthier, less fattening products, which many are already beginning to do.

eventually, it will force them to charge more for the especially fattening products. this will help people lose weight, everybody saves money, and that's probably why we are winning these lawsuits. we've got 12 of them so far under our belt. more are coming along. we got a big boost from a recent u.s. supreme court decision. so, regardless of what your viewers vote on, we're going to continue persuading the juries and the judges just as we did so successfully with tobacco. >> yes, but john, by saying that, you're essentially saying that the companies like mcdonald's and coca-cola, that they should share in the costs of this? i mean, what about the individual? i go to mcdonald's maybe once a month. i enjoy mcdonald's, right? but if i go every single day, yes, i might put on weight. so, isn't it my responsibility? am i not accountable for that? i have the option to go there every day or to not. it's my choice. >> the same argument was made with regard to smoking, and we've long ago come over that by pointing out that the tobacco companies bear some of the responsibility -- >> but that's a highly addictive product. >> and we're asking that they

pay their fair share, and if you don't interrupt, i'll try to answer you questions. >> fair enough. sorry, john. mimi, what do you think? >> you can interrupt me any time, mandy. look, i agree with the professor. this is classic pa govan. there's an extra social cost that somebody has to pay for. i do believe the companies should bear those costs, just like pollution, tobacco, alcohol. however, i completely agree with you that the consumer has to bear responsibility. companies must be transparent and honest about what we're buying and then consumers have to be held responsible for those purchases. if we just did a penny per ounce, one penny per ounce on soda, we would raise billions to offset some of these costs. and i don't think any one of us is clear about how colossal these costs will be. >> yeah. >> everyone we know -- think about everyone we know. most people are overweight. most people we know are already prediabetic or have type 2 diabetes. so, imagine the immobility scooters for all, dialysis for

all, decades of diabetes treatments for everybody. i don't even -- i can't even fathom how big the cost will be. >> and it's a highly -- >> mandy, take the example you held up before. you held up a healthy nutritional product for kids. it's chock-full of fat and sugar, and that's why they lost and they had to change it. whole foods is advertising their products contain evaporated cane sugar. now, what is that? it's sugar, but they don't tell people that because people trying to avoid extra sugar are looking at labels and being deceived. i could go down a long list. coca-co coca-cola, which just lost a big supreme court case unanimously. so, we're winning and that's going to continue. >> john and mimi, thank you -- >> i have to -- >> mimi, we've got to go, but we'll bring you back on certainly soon. it's a hot topic debate. we get a lot of people with passionate responses on both sides. thank you, both. thank you, everybody, for writing in. >> thank you. okay, how's this for a segue? >> hard, segue. >> earlier on, we bought a jar

of nutella, stocking up before the impending nutella apocalypse. we'll explain next.

it's monday. a brand new start. your chance to rise and shine. with centurylink as your trusted technology partner,

you can do just that. with our visionary cloud infrastructure, global broadband network and custom communications solutions, your business is more reliable - secure - agile. and with responsive, dedicated support, we help you shine every day of the week. centurylink your link to what's next. see this side of the nutella jar, brian? $4.99 for this hazelnut spread. manhattan prices, i get it, but

how much will it spike to with the impending nutella apocalypse? >> i have no idea. >> i don't either. >> i don't even know what that is. >> but it is likely to go up because frosty weather in turkey has wiped out the hazelnut crop. nutella provides about 75% of the world's hazelnuts and there are 50 in one jar this size. and welcome to the "closing bell." i'm kelly evans on this tuesday at the new york stock exchange, where, tyler, this rally continues. >> that's right, and they're going to hand out free nutella, i'm told, later. no, they're not really. i'm talking about -- >> oregon, they produce about 99% of the u.s. hazelnut crop. >> that is -- and my son eats 99% of it in the form of nutella, i swear. i'm in for bill griffeth here today at cnbc headquarters. we're watching a market that will not quit, it would appear.