a percent. that you have it. >> hope the ride home is better than the ride in today. >> has to be. >> that's all for power lunch. >> we'll see you tomorrow, and "street signs" starts now. have a good afternoon, everybody, stay dry if you're in the northeast. trust me. investing in the next big thing in pharma, talking to a philanthropist, land of the setting sunrising again economically speaking. what's it mean for you? settle in for the hour, folks, my co-pilot is melissa rain as brian is braving the wind and rain. >> it's dry here. not much on the surface, but there's big movers, you mentioned the move in japan, watching the etf that tracks japan, the ewj, down 1 .5%, more on this in a bit, but it basically forced recessions since 2008. there's a bid within the markets

to safety as well. that's a big mover, the etf that tracks utilities, that sector is up by just about a little over 1% at this hour. meantime, a big red flag from the third largest economy, japan in recession after a second straight negative gdp print. the cheer international correspondent michelle caruso-cabrera has details. >> what is the prime minister saying right now? could it be, i printed money and all i got was a lousy recession? >> absolutely. done incredible things to stimulate the economy, but fiscally when it comes to the federal government, a divided bank in japan, saying they will do massive quantitative easing, we found out economists thought the economy grew in the past quarter by more than 2 %. but it declined 1.6. wow, on top of the decline of 7% last quarter. that's disappointing. the stock market overnight declined 3%, and what's counterintuitive of the japanese market is normally in most

countries, when the economic dad data is bad, what happens to the currency? it goes down. in japan, it's up. it's been all over the place because there's been this real head faek in the markets, okay, does this mean we'll get even more stimulus so the yen gets weaker, or is it such a massachusettsive failure it ends and the end gets stronger? >> the last decade in japan, but two decades. two and a half decades now. >> yeah. >> the question is what does it mean for us here in the united states? and globally as well because there's a lot of areas that are either not growing or slowing growth, right? china, russia, brazil, eurozone, japan. >> the cumulative pounding, right? they interviewed the federal reserve today, the exact reaction which was add that on top of all the other places, and it's a head wind for the u.s. economy that could be doing better. >> at the same time, it's relative. there's a chart out there that is a central bank access as bank

of japan, and that's the trajectory way up, everybody else is like this, so everybody else is looking like sunshine compared to japan at this point, just on a relative basis, that's what currencies are about. >> right, at the same time, investors beg the ecb, for example, to do exactly what japan has done, and it's not clear, well, it's left juice in the target for sure because the nikkei hit multiyear highs, but whether it does anything for the economy remains to be seen. they have 1% inflation, a big improvement because of the deflation for 15 years, but still -- >> thank you very much, michelle. time to play a game of threes here. what are the three biggest threat to the market? three reasons to be optimistic and three stocks to handle all of the above. barry james, president of james advantage funds joining us now, and before we get ton the threats and the opportunities in the market, i want to ask you, first of all, patrick, you know, with the news about japan on top of the other areas around the world that are really not doing

so well at the moment, such as the eurozone, does that make the u.s. market on a relative basis look a whole lot more attractive? >> absolutely, it really does. because when you think about the market paying for future growth, future earnings growth, you know, look at that, look at the stocks, the market, and right now, the u.s. has the best prospect, appears to have the best demographics, putting out the best resultings right now in terms of economic growth. does not mean the u.s. is growing fast, but it is the proverbial best house in the bad neighborhood of countries. that's why we are more optimistic about the u.s. market in particular is relative to the other market opportunityings, this is a good place to be. >> best house on a fairly lousy block talking about worldwide growth, and, barry, one of the three top picks in areas of the stock market has to do with the relative basis, the u.s. looking better and the u.s. dollar is that much stronger. >> that's right.

looking at the market today, favor companies that produce most of the earnings right here in the united states. more mid cap and small cap. maybe small caps are not there yet, you know, catching up with the large caps world, but the mid cap is. we like companies like alaska air, hanes brand, and dr. pepper, all mid cap companies, all cheap by most measures with good earnings, and they are nice uprising patterns, things we look forward to with all stocks, but those in particular could take advantage of the kind of conditions we've seen worldwide. >> clearly, great minds think alike, you like alaska air, barry, patrick, you see the three stock picks here, you said toyota and jurs airlin-- just airlines in general. >> absolutely. i echo about airlines in general, right now, holding capacity in check, and it's very much a mainly domestic play, and there's beneficiaries from lower

oil prices, so that's another, you know, tail wind of what use the to be in the old days that before consolidation when airlines did well, they bought new planes. that's not happening this time, not adding capacity, does not make it comfortable to fly themmings but it's much better for their margins. the other reason coming back to japan we named toyota and toyota benefits from a strong north american auto market, but benefits from the weaker yen. as profits are translated, they get that currency boost, use it for margins, to add content to the cars, use for incentives, play that benefits from the stronger dollar, and we agree it should stay domestic, but the third pick on the consumer, auto lender, again, the u.s. auto market is strong, primarily a domestic play, and 10 i echo, you know, the comments and say we really do agree that being focused on the u.s., on the north american market looks like the place to be. >> you guys have been around the block, doing the markets for a

long time. barry, does it get you worried a bit that consensus now is that the u.s. stock market is, in fact, the best place to be? >> it does. when i look at the different surveys like the american association of individual investors, they are at the most bullish level since 2010. you find on wall street there's probably about 11 buys for every one sell, about usually 8 to 1. bullishness there. the money flow seen today is really making its way into exchange traded funds, very, very few actively manage mutual funds, but seeing money coming into them. it's all going into etfs, and that reminds me back of '87, not that we're in the same place, but it was s&p index funds and worked for a while until it did not work and we had a crash. those are worries. the federal reserve moved to the side no longer buying bonds actively with quantitative easing. the last two times that happen, the market had a nasty crack back. we could see more volatility,

but nups nonetheless, the trend is positive for stocks, just going into the preelection year, and the fact that earnings are strong here and we can find earnings right here in the united states, so we'll be positive about stocks. >> pretty much pull out a play book word for word there, barry, three threats, three opportunities, patrick, back to you, the origin nal topic, tells your three threats to the market quick as we sit around the lofty levels. >> first one, absolutely, is that u.s. economic growth falters. really, the outlook for the u.s. market is built on continued strength. jobless claims, things of that nature. second, the market bounced off the lows from, you know, six to eight weeks ago. we had an early santa claus rally. talking to a trader in morning, talking about how the january effect happens in november now. the second risk is that in the near term the rally's already happened. third thing is geopolitical risks whether it's

russia-ukraine, the middle east, you know, the fall in oil prices is not good for the stability in individual countries out there, so you never know what bubbles up in any given moment in the geopolitical environment that dampers sentiment. >> i hope that santa claus has not come early. goodness me, still hoping for a present. thank you very much, patrick and barry. good to see you. up next, investing in the next big thing in pharma, speaking with mike and director of the nih just ahead. later on, now the nfl was blind sided big time by federal drug agents. "street signs" will be right back. uhhh. no, that can't happen. that's the thing, you don't know how long it has to last. everyone has retirement questions. so ameriprise created the exclusive.. confident retirement approach. now you and your ameripise advisor can get the real answers you need.

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renewed fears of ebola after are surgeon dies of ebola inside the united states. we are covering the story from a big medical conference in new york. tell us more, meg. >> reporter: that's right. he was treating patients in africa, in extremely critical condition when flown back to the united states for treatment. he tested negatively before, and a week later tested positive, more advanced when he arrived

here, and the doctors gave him every treatment including the plasma from a survivor and a therapy that we had not heard about recently because we thought it was out of supply, but learn the manufacturer of the drug contacted nebraska medical center said they had some available and shipped it there. unfortunately, the doctor did not survive. it's a reminder, though, that the jut break in west africa continues. more than 14,000 cases there and more than 5,000 deaths, and, of course, clinical trials begun of vaccines and therapies, but nothing yet approved. now, we have been partnering, joining me here is mike, and the director of nih, thank you for being here. >> great to be here. >> you get the sense that anything is possible in mid sin, and, mike, beginning with you, talking about ebola, you established an incredible model for accelerating the search. can that be parlayed into an

acute emergency like ebola? >> the answer is yes. we're at a stage in science today where you can cure a person in their lifetime, and so one of the divisions is the lines, and today, we were looking at a situation where life expect tan si for melanoma was 7 to 10%, three years out, and now it looks to be 70%, and so, yes, you can move things very quickly today. that is due to the enormous investment by the american people over the past 20 years beginning in the mid 1990s. we are now seeing the benefits, and whether it's immunology or what we see in aids or now in melanoma or death rate in prostate cancer. disease after disease, there are fundamental changes going on. >> and dr. collins, you were quoted a month ago about ebola

saying if research funding for the nih had not been slowed the way it has, we would have a vaccine by now. explain what you mean by that? >> so, the facts are that, in fact, despite all the promise of medical research, the last ten years have seen a drop in investments of a 25% loss in purchasing power. that's basically slowed down everything. nih is working on the vaccine way back in the mid-1990s, but all this process takes time, takes resources, and here we are now in a circumstance where a vaccine is desperately needed, not all because of public funding being squeezed, but you need a private sector partner, and until there's a bigout break, it's not clear that they want to step up to it, jsk has done that with a vax neen nih goped. done phase one trials for that vaccine and another developed in

canada. the results of the trials are look at right now. we do aim to start phase 2 and 3 trials in west africa by the first of the year, an incredibly rapid pace for this effort, and the fda deserves credit for going through that approval process in record time. this happens again. you know, we can't be surprised when the outbreaks occur. the best prevention, best protection we have is medical research. take the infflu epidemic out th. we are on the path to develop a universal flu vaccine. we have that, i think we can see a path forward to getting it. these outbreaks that might happen between southeast asia and something else is much less of a worldwide fear, and it's time to get there. >> well, do you think when something becomes so public like this, i mean, the awareness of ebola so high. of course, other diseases have equally high needs, but does something like this make you

think that maybe the nih budget gets raised? >> well, it's a teachable moment about what the world needs, and i really think, despite concerns about the u.s. and those are legitimate, the real concerns ought to be about those why west africa, as you cited, die by the thousands. yeah, this is an indication that we should be supporting medical research, supporting cdc and the public health efforts, supporting the world health organization whose budget has been cut. it's short sided. not to be prepared for these kinds of things because this is not the last time we'll have such an event. >> you put together -- >> it's exceedingly important on a financial network to constantly remind ourselves that the number one driver of economic growth in the world has been medical research and public health. in 11 years of extension of life, it took 4 million years for that to happen.

evolution. the last hundred or so, we've added 40 years. and so when we step back and look at these unbelievable developments, for a woman who had a 90% chance of passing aids on to her children in africa, and today, that probability's down to 2, the world changed. life expectancy in a generation increased by 50% in africa, and 7 of the 10 fastest growing economies in the world are in africa. the last two generations, we've had 70% increase in life expectancy, in southeast asia, and so when we think about what the solutions are, they lie here in the bile sciences, and from an investors' standpoint, it's not only our health. it's water, environment, energy, each one of these things

agriculture, will be dramatically affected in this century by advancements in the boy yo science, and we have to look at what other companies and countries have done. france has a 25% cut adjusted for inflation, china increased its budget, india increased its budget. singapore increased its budget. the u.k. dramatically increased its budget. what role the united states is going to play in this century is going to be determined by our commitment to the sciences. >> mike's right. this is about health and the track record here for improving health is dramatic, something we should want to continue. it's about economics also. if we want to see the united states to continue to lead the world in biotechnology and all of the spinoffs from that, it takes those investments. there's an ecosystem between public and private. it's been the envy of the world. the world is trying to copy what the u.s. has been doing for decades. meanwhile, we seem to have lost our own momentum.

we need that back. >> people are surprised why is someone from the candy manufacturer on a panel? every consumer products company in the world today knows that we can measure your genome and see what happens to your body and the idea that you are what you eat, okay, it was a concept, an idea when we started talking about it 20 years ago. today, it's a reality. from that standpoint. >> of course, the kompbconferen talked about 3-d printing oreos, but we have to wrap it up. we appreciate it. >> we want to thank you, and next time, we want to hear singing, dr. collins. >> melissa knows what that is about. back to you. >> ratted out, wow. she has an amazing voice, by the way, an amazing voice. thank you so much for that. still ahead, a big vote expected this beak on the keystone

pipeline. what stocks likely see the biggest impact? we dig in ahead. zplnch plus, why facebook is added neckties and high heels to the wardrobe full of hoodies. stick with us.

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>> welcome back, lawmakers tackle two major issues on alcoh capitol hill this week that could impact your money. what's to watch, john? >> the state of american politics these days is such not only is there no honeymoon, but the divorce comes before the marriage is consummated. we are seeing that this week. the flash points are, first of all, the keystone vote. second of all, immigration. immigration, the president's preparing an executive order to be issued sometime in the next couple weeks that would grant legal status to millions of people who lack that legal status now. some group of people connected to the dreamers who he legalized a couple years ago, republicans are contemplating what their response is going to be.

either a government shut down, a shortening the time the government's funded, perhaps a problem with the debt ceiling, or perhaps just a legal challenge. now, on keystone, it's a little bit more difficult in the near term because you got the house vote that occurred late last week to authorize the keystone pipeline, the senate vote take place tomorrow, but as rob portman, republican senator from ohio, said today on "squawk box," it's not clear they have the votes to get that done. >> the votes right now are uncertain, i think we're at 59. we need 60. we'll see the 60 vote has been lucid, but i think it will happen eventually. >> and rob portman is right. if not now, it will happen in january. i'd expect if it happens this week, the president will veto the bill and say the process of review is ongoing, incoluding a decision yet to to be made in nebraska on the rooting of the

pineline. ultimately, it's going to be a collision, and i don't think the administration is fully against the pipeline, but they may try to haggle with republicans to get something in return for ultimately approving it, but the challenge is, as we see on immigration, there's not going to be a lot of haggling because the two sides are too busy fighting with one another. >> thank you very much for setting it up for us. let's bring it home to wall street and make it actionable. what stocks see the impact on the back of this keystone back? jackie deangelis, what do we need to watch? >> now, the most obvious play here is transcanada. it is constructing the pipeline if it is approved. of course, almost $8 billion project, will be a huge boost for transcanada, but also on the gas and exploration side, there's canadian resources, that company and others like it, of course, ship product through the pipeline to the united states. it's another market for their oil, and that is positive for

them. think about the refiners as well. names like valero already benefitting from the lower leg of the keystone pipeline approved and started working this year. then you got u.s. producers like conoco phillips and exxon-mobil who own stakes and projects in the canadian oil sands, the oil coming down to the gulf coast. also, houston based quanta services, they have been contracted to help in the construction. as you can see, a lot of angle anglesangles here. one note on crude prices. traders talk about whether or not keystone will impact the price of oil, up or down. bulls say it means exploration, poshly lifting the ban on exports. the bears say, right now, prices are depressed because there are fears we're in a global surprise situation here, an oversupply situation. adding and bringing more oil from canada to the united states does not necessarily help

pricing. it's interesting to see where we go from there. of course, just minutes away from the oil close here. last i checked, oil was trading just over 75 a barrel. back to you. >> thank you very much, jackie deangelis. we talk about bellhops, bounty paper towel, and good hands. why a big milestone has investors pumping the brakes. "street signs" will be right back.

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a neutral to buy. >> also, when you look at the stock, prices had a good run up this year so far, about 58% gain, so the firm's downgrading starwood from neutral to buy for similar reasons. >> png up here, another down gried, analysts here downgrade it. >> that's right. downgrading the company from hold to buy. it's based on valuation. saying the current all time high on the shares captures all the improvements made so far, and, of course, still improving or, you know, depends on how you look at it, they do not see it as improvements, but it's restructuring, more brands to go, and they said that management was refreshingly up front about the past mistakes and open to hiring outside talent. >> a good sign. all state down grated adds well. >> kbw, downgraded, they got to revisit their opinion, however k on the stock on any pull back.

you can see there's a slight gain in the stock today. >> oil and gas, danbury resources tanking today. >> cutting the rating to neutral from out perform. the price target cut by three bucks to 16 bucks, off by 8% alone today. ma lower oil prices, estimated 75 to 80 bucks a barrel in wti, that's when they reduce activity levels saying the thesis of our production growth and sustained dividend growth in the resources just no longer valid with oil prices falling, and they are back on friday also said they plan to cuts their 2015 cap by 50%. >> that's a lot. 5-0, that's a lot. this is one i seldom talk about. this is more than a billion dollar market cap company, though. >> interesting thing. i looked it up: i had not heard about it, i googled 9 the market

cap because it has to meet a certain threshold, to be on "street talk," and it did. raising to 40. bullish. stock is at 14. raising the target to 26 from 226789 soaring today, up 35 % on interim data showing that the drug maker's brain tu mar drug not only shrank the tumor, but improved survival, what you want to see. >> that's right. okay. now to talking numbers. talk general motors because today, folks, is the fourth anniversary of gm east ipo after the government bailout. a recap, a rewind. since wureturning to the public market, the stock is down. not a huge amount, but 2 % and s&p rose 70% over that time. let's talk numbers with todd gordon of trading analysis. why is this a chronic

underperformer? >> so, one of the problems has been revenue, and also a lot of restructuring costs, so this year, they missed some of their earnings expectations, and you have to revise them down because of larger than expected restructuring costs, larger than expected launch costs, and some currency head winds, so next year, it's looking like they are going to have a 65% year over year growth because of the restructuring costs that are going away, but because of the ignition switch issues for this year, pushing down the stock, i see some further recall costs going forward, and extended the deadline to file a claim into 20 15, meaning we could see further costs well into 2015 and so valuations are compre compressed, and right now in theory looking aattractive, but looking at the low revenue

growth that is less than inflati inflation, you know, absolutely 0 revenue growth, a lot of risk around the faulty switch, i don't see it as value or a turn around yet, and i'd avoid it. we don't hold it in any client portfolios. >> todd, charts that dismal? >> they are. i'm shorting this stock with clients, works we are talking about gm. to set the stage a little, i want to put it in the context of the etf, the consumer discretionary etf. what i've done a overlaid the discretionary etf, the xly, over the s&p. we created a ratio. that's the blue line. basically, what's happening is the ratio was under performing the s&p. if you were just to overlay the etf on the s&p, they'd be next to each other, but we're seeing a consistent under performance of the discretionary relative to the s&p. staples out performs, that's cause for concern. shifting to the stock. this is 2 % of the consumer discretionary etf.

not huge. the stock itself is under -- facing some resistance. we have a long term down trend going on right now. there is a broken base at that level. that should hold resistance. i'm short looking for a push down. you know, the automotive stocks, we've seen ford rally last week on the release of the new f-150. you've seen expansion of the deadline to reclaim costs, pushing gm up, and so we have a little bit of good news in these stocks, i'm using that good news and price bounce to short a push down to 30 bucks. >> all right, guys, thank you, erin and todd. >> thanks, guys. open enrollment for obamacare kicking off this weekend, and, of course, there were problems. we'll explain them and how small businesses cope with obamacare the second time around. plus, using facebook at work could get you fired, right? now facebook is trying to change that. we'll explain. tdd# 1-800-345-2550 [ male announcer ] your love for trading never stops,

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the open enrollment period for obamacare started over the weekend, and even here, there

were problems getting people sign up. whar what happened? >> what a difference a year makes, not like last year. for the most part, a smooth opening for healthcare.gov, the site saw more than a million visitors over the weekend according to hhs secretary. at an event in tampa today, she did not have full numbers, but a hundred thousand people completed applications for coverage in 24 hours, compared to six a year ago. the main problem on the site seems to be people coming back from a second year, trying to get their user ids and passwords reset. >> we know there will be issues. whenever we hear about it, we track it down quickly, understand it, and try to communicate clearly about it, but we're excited about where we are today. >> among the states, wash was the only exchange that actually had to shut down saturday night to fix a flaw in subsidy calculations. others that have rebuilt their systems seem to be operating wl. maryland put off its enrollment

launch online until wednesday. massachusetts had 3600 fill out enrollment applications, more than they saw last year online. some consumer advocates, though, worry that it might be too smooth early on here and make it hard to engage new enrollees. >> from the standpoint of media coverage, you notice a lot less in terms of, you know, front page news talking about obamacare this year, probably just passing stories. last year, it dominated coverage for three months there. >> yeah, it's kind of a high cost problem to have, but in a way, you have a lot of people who really are not aware this is going on, and when it's not front page news, they might put it off and may skip it. >> all right, good point there. we should note open enrollment is a time for small businesses, if they have enough employees to offer coverage or pay a fine. kate rogers has that story. >> that's right. this period marks the first time that small businesses will officially be feting into the mix. now, those with at least 100 or more full-time workers, meaning

they work more than 30 hours a week, they'll be pushed to offer coverage, and if small businesses opt to not offer coverage, there's a fine of $ $2,000 per worker per year for failing to apply with the affordable care act. those businesses between 50 and 99 workers are off the hook this year. 2016, they, too, have to offer coverage or face the same penalties. health care costs and regulatory penalties are the top concerns for small companies according to a recent report from adp. in fact, health care costs are the top worry now followed by understanding the affordable care acts rules issue and regulations. experts argue due to premiums rising, some of the small guys may ovpt to pay the fine rather than offer coverage because it might be cheaper. in coping with the aca's new regulations, businesses with between 50 and 999 workers are doing different things to adapt. 32% of the small companies, reduce their medical plan options while 29% have part-time

hours, and 25% reduce number of insurance lines offered. remains to be seen how many employers enroll workers on shop exchanges, but the goal for 2015 is 2 million. back to you guys. >> important story, thank you. facebookments you to use facebook at work without getting fired. >> will the new service be a threat to linkedin, for example? we'll discuss that next.

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get the future of phone and the phones are free. comcast business. built for business. comcast business. apologies if you listen on the radio, but what you see on the newscast is a gloomy shot of times square. my dear friends, melissa lee, that is going to be where you are going to be plowing throw at a slow pace in a second when you go out to the nasdaq. >> like pea soup out there, man, honestly, can't a girl catch a break? nat gas meantime, a big move in nat gas up 8%, the biggest one day move since february. perhaps because of the colder weather that we are seeing here in the northeast and across the country for that matter. normally facebook at work gets you labeled as a slacker, but now it appears facebook m t wants to change that. morgan, will they use facebook

for serious professional purposes as reported? >> we'll have to see. facebook is betting on it. the social media giant's been developing a product called facebook at work. now, this is a stand alone site allowing employees to communicate with coworkers, network with professional peers, and create documents, and facebook declines to comment on the project, but sources familiar with the matter tell cnbc that the company is pil piloting an enterprise solution that uses news feed, group messaging, and document sharie . i ing. the idea is that content does not move over to personal accounts. sources say it's tested by a handful of companies, still in very early stages, no ads, no fees to use the service as of right now, and the goal? to roll it out over the next several months, so what could a workplace product mean for facebook? well, analysts say more users, more user engagement, and depending how it takes shape,

additional revenue stream not tied to advertising, which makes up the lion's share of facebook sales, also this puts facebook in direct competition with microsoft, owning yammer, google drive, and particularly linkedin which is down 4.5% on the news today. back to you. >> they are not taking the news well, down 4%. is facebook trying to move in on linkedin easter story? we are joined by capital markets, and do you think it's a threat, mark? >> no, i don't. i think there's an overreaction in the markets today. i mean, this is a little bit, to me, similar to when google tried to invade in facebook easter story. not much success there. they have a large base, facebook does, but stretching into the professional market place or workplace, that's hard to do. there's other areas to go more interesting like realtime news. i don't think the professional workplace is a win for facebook. >> i don't understand, though,

mark, what it is? facebook what one and a third billion users, and linkedin is 3 00 million. facebook has numbers. if you just steal a percentage from linkedin, that could be a big dent profits. >> yeah. i don't know other than what's becoming really entrenched user experiences or expectations. people go to facebook with expectations in mind and changing those is a very hard thing to do. i'll give you the example of google trying to change and they had a massive base. they couldn't get those users to meaningfully come over to be a social network. facebook has the same challenge of linkedin with the members they have, 330 million professionals dedicated and seeing rising engagement. i think two very different use cases and other avenues for facebook. i don't think this is a promising one. >> other avenues like what? >> so realtime news. here's the case. twitter, twitter's built up a

large but only about a fifth the size of facebook platform for realtime news and information for places to follow celebrities. i think this is a very interesting area and i think you are going to see more and more evidence that facebook is going after that market. a lot of users use facebook as a way to get news and information. like it's sorted by the friends. it's a huge advantage they have. i think there's a threat here to twitter. >> that was the question to you. are you saying that the question we should be asking is not is facebook's potential move a threat to linkedin but a threat to twitter? >> i think that's the area to watch over the next three to -- two to three years. you have massive platforms in the internet. billion plus user platforms. you don't normally see that. you have google, facebook trying to do the same. there's twitter and linkedi in and really a question of far can you stretch the natural use?

it's a natural pivot. i don't think facebook in the workplace is a natural pivot. it's an issue. they will talk about it for twitter. >> linkedin, you seem to be confident of the motes it may have and users are used to using linkedin but the stock performance year to date, only up 2% versus facebook's huge outfoirms versus the nasdaq. when's wrong with linkedin? >> started off with an aggressive valuation. we like it here. it's still not as attractive as a few of the other names in the space but the set-up in the 2015 for linkedin i think is very attractive. facebook is going into a major investment stage. linkedin did that. that's why they underperformed this year. they're coming out of it. they have a price increase. they will have pricing power in the advertising business and subscriptions business, they have sales navigator on the path

to be 10% of the revenue. facebook -- i'm sorry. linkedin i think is the cleanest momentum name in the large cap internet space and top idea for '15. >> you have an outperform on both facebook and linkedin. $245 for linkedin. $92 for facebook. thank you very much, mark, for sharing your ideas. turned our thesis on the head. the dea doing the surprise investigation of nfl teams after the games of yesterday. what were they looking for? we'll explain the whole story next.

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allegations of prescription drug abuse in the nfl dating back to 1968. but did a series of raids by did dea on sunday, federal drug agents with surprise inspections of several team's medical staffs and the san francisco 49ers and seattle seahawks. joining us is rick harrow. rick, what do you think the outcome of this is going to be? >> well, it's part of an ongoing process. 1,300 former players filed a class action suit last may effectively discovery. it is all about protocol and who prescribes what. and what kind of medical drugs are available and not available. the investigation as far as i can tell is characterized as routine and administrative and quite clearly a thing to grab headlines, normal, routine discovery. but the bigger is example of nfl

behavior that needs to be dealt with. >> this could potentially, rick, help the nfl's image, i would imagine. >> well, listen. the nfl's image needs a lot of help in a different of context. the franchise value about $1.5 billion. i'm here in toronto. down the road in buffalo, the team sold for a billion three a couple of months ago. my $20 down payment doesn't work here. $6 billion in television revenue, attendance is up. so the economic juggernaut is continuing to the tune of 9 billion a year. the point is all of these off field issues, ray rice, mcdonald's, hardy, peterson, domestic abuse, drugs, locker room scandal, there needs to be a proactive, transparent, credible, off field policy that deals with all of these issues because regardless of what the nfl's image is, the sponsors are

watching. >> yeah, i mean, to melissa's point, what does it mean for the commissioner? he has the headaches that you listed here, rick. could he spin it as a positive and say we're cooperating, also really keen to be able to clean up whatever dirty behavior is going on behind closed doors and might be able to actually finally turn to his advantage? >> well, by the way, unique issue here. i work with the nfl for a listening time and the truth is that the nfl is very concerned about medical protocol, trainers, because it also goes to competitive advantage, very important issue here, as well. but this becomes an opportunity to continue to hold roger to the promise of dealing with a definitive, proactive, off field policy that everybody signs off on with a whole bunch of these issues by super bowl time. i know it was in the context of ray rice. we talked about that before and peterson but all of these other issues i talked about, they're all having one thing in common. it is not xs and os.

it is not on the field. he's got the finest minds in the country looking how to craft a policy that, by the way, i'm at a sports conference. other sports are looking at how the nfl deals with this and the time is right. >> what happens next in terms of the results? are we going to hear that publicly? >> well, what happens with the dea investigation is wrapped up in the overall context of what the facts were in those issues with the seahawks, with the niners. other teams were investigated and it's routine but there's discovery, the southern district of new york is looking at this, as well, because that's where part of the lawsuit will end up being heard. there's a motion to dismiss that the nfl filed based on the fact this is a team issue, not a league issue. it will probably run its legal course but the bigger issue is this, again, will be discussed in the context of the larger policy. >> absolutely. thank you so much for joining us today. before we say good-bye for this show, we just like to take

a look at the markets. dow and s&p are holding in positive territory. trying for a fifth week of gains and also "fast money" with melissa. >> the one stock inversely with the price of oil, cst brands. watch it tonight. meantime -- >> good luck braving the weather. >> thank you. "closing bell" is up next. welcome to yet the closing bell" on a monday. i'm kelly evans on new york stock exchange. >> i'm bill griffith. markets holding up reasonably well, kind of. japan's economy in recession. the final hour of trading with the very latest and then there's jpmorgan who's saying that out with a note saying that the u.s. stock market is overvalued where the european market may be unrv