september. that is the thing to keep in mind for investors. what about the outlook for snow bunnies? operators in most parts of the country are optimistic about the season largely because we have seen the cold snap and solid snowfall in places like the rockies. here the slopes just opened this morning and this is the first time we have seen that before thanksgiving in five years. so it's all about the weather when it comes to the ski stocks and all about the weather when it comes to the snow bunnies. back to you. >> thanks very much. bundle up. that will do it for "power lunch." >> "street signs" starts now. and welcome to "street signs." we have a huge hour ahead and it all comes from overseas with love. china cuts interest rates, europe follows with asset purchases and the u.s. market loves it.

the rally, however, is fading quickly. welcome to the show. >> always good to be with you. here is where the markets stand with less than two hours left in this trading week. the steam is a little bit out of what was a really strong rally earlier in the day. however, the dow is still up some 84 points. you are looking at the biggest five-week rally for stocks since 2009. the nasdaq is up today, as well. technology has been a real standout over that period. there is the s&p 500 up just shy of nine points. let's get to mary thompson live on the floor of the new york stock exchange today. >> the standouts today in the wake of the rate cuts, industrials and material stocks. we have come off the best levels of the day. the dow at one point flirting with 17,900. it pulled back. take a look at the chart of brent crude because really what it has been doing is following the lead of brent as that

drifted lower so, too, has the marketed. the good news is that we remain in record territory. i want to take a look at a couple of etfs and how they have been impacted by the news. the ewz which is a brazilian etf. both of them getting a boost because they are commodity based economies. lower rates in china expected to boost it mand. a lot of volume on that etf today well above the average daily volume. want to end with the retailers. a number of them reporting results. we had better than expected numbers from ross stores. the gap coming out with disappointing results, lowering its forecast and being hurt by a delay in shipments because of the jam in ships off of the port of los angeles long beach. and then foot locker coming up with strong results but stuck trending lower. the dow up 88 points.

>> thank you very much. let's get more on the big moves from china and europe. let's bring in michelle caruso-cabrera. it almost feels like the central banks around the world are playing relay. now the fed has eased off and handed over the baton and said your turn to do heavy lifting. >> it signals a lot of economies are still pretty weak. mary highlighted the chinese cut interest rates last night. it was a surprise or early this morning here in the united states. and the results you are seeing besides the etfs we saw a rally in nearly everything but most pronounced in mining and heavy equipment stocks. take a look at some of those moves. remember still very much an investment-driven economy over in china even though they are trying to make it a consumer-driven economy. these would benefit. also happening we heard the ecb announce they will start buying asset backed securities. this is their version of qe

light. the head of the ecb made a speech saying we are going to do what we must to raise inflation and inflation expectations as fast as possible. citi's research department says we believe this marks another important milestone towards announcing a full qe program including buying of government bond purchases. they think it will happen in december or january. bottom line, these moves mean the economies are weak or weakening. >> right. >> it's a liquidity party and someone else just brought punch to the punch bowl as it keeps getting drawn down. >> bottom line, absolutely. we discovered that monetary policy moves move the stock market very dramatically. we have seen it here in the united states. >> stick around. you just heard what the rest of the world is doing but what does it mean for the united states? let's bring in steve liesman.

it means a couple of different things. it means one thing to have our own economy in the stock market and another thing for how the fed may react by virtue of what is happening in the economies overseas and what the central banks are doing. >> those two things are entirely related. if these things end up working and sparking better growth overseas the fed would be on track. i'm interested in what michelle said. when she talks about the signal sent by the central banks tells us things are worse than we thought. there is always the danger, the thing that they are cutting rates. maybe there is a bigger underlying economic problem. the fed is going to watch. it will be okay to be the first central bank to raise rates. it doesn't want to get too far ahead. as we know from several leading central bank officials they believe the worst mistake they

could make is being too early. this could stay their hand if it doesn't spark growth overseas. >> they are worried about being too early. it almost feels as if there was a tone of urgency and desperation. he was criticized for so long for inaction. now it feels like he is too late. >> there is also a comment i'm getting that draghi is going to have to deliver. he has been talking about this next step for a long time and has excused because of the abs program. he is going to have to come up with qe heavy. >> i said that talk is cheap when it comes to draghi. don't tell me watt you are going to do, just do it. >> that is a political game he plays over there. we wait to see whether or not he can manage. >> the game of talk is in its ninth inning. let's see some action. >> he has played it pretty well. that's the amazing part. >> i'm not saying he is losing

the game. he is ahead in the ninth. >> maybe you guys want to run the nerd alert animation. >> only if we have the cap to put on your head. >> how much is going on is potential asian currency war? is china's rate cut a response to the weakening of the yen and there being some kiepd of thing where they want to make sure they not competitively disadvantaged? >> i have no doubt about that whatsoever. this consensus that for so long the chinese was going to strengthen. i think that is dead. i think they are will toog let this set here. they are already struggling because of a strengthening currency. that is what they live on in their economy, cheap labor to drive people investing there. >> japan moves, china moves. >> what is your big take away from this week when we got a fed number that blew away expectations? you had the hiring number for the holidays that seem to suggest a good holiday season.

>> i am surprised by how the global weakness has not effected the u.s. it looks like we are going to do a gdp report next week. good numbers. we are still on track. so far we are immune. it's like you would like to say it is a global interconnected world. the fortress u.s. seems to be standing unscathed. >> thank you so much for joining us. while we are talking about the fed right now right here the fed was also a big topic on capitol hill just now and it was brutal. hampton pierce pearson. >> under a barrage of questions from senate democrats basically questioning the fed's oversight role as regulator of some of the nation's biggest banks. at the heart of the latest fire

storm the allegations at the federal reserve bank of new york went easy, if you will, on goldman sachs as far as oversight of the deal goldman was pursuing with a spanish bank. it is one example lawmakers were saying of a fed that at times runs the risk of becoming a captive of the very banks it is supposed to regulate. >> are you holding up a mirror to your own behavior when you say that no one should question your motives or what you are trying to accomplish? >> the culture starts at the top and the perception is that you essentially were hired by the people you are regulating. i think that cultural message permeates. >> i think the bank culture needs to be improved significantly. i think there is a number of things we can do in that space to improve incentives to get the behavior we absolutely require from the banking industry. >> now senate democrats on that

subcommittee were not convinced. they want to see the fed become more of a proactive regulator as far as regularatory responsibilities. he says he sees it more like a fire marshall, putting everything in place and when there are problems those alarms get tripped and they respond accordingly. >> hampton pearson, thank you for that report. stocks pulling back a bit as we head to the close but we are still near record highs. let's bring in cio of pimco. >> i'm wondering what your general reaction is to what we are seeing globally today and how you would play it. >> scott and mandy, good to see you again. i think the u.s. economy is clearly the lead horse here. the consumer is strong. for the first time in probably three or four years we are

seeing monetary policy desurgence and economic divergence. the way we play it is basically long dollars. and play cyclical. we think the u.s. economy is strong and there are many cyclical areas we like in the u.s. economy. >> it seems those are popular places to be. in this kind of setup you like housing which to me seems interesting. it's far from a booming space at the current time. >> yeah. we like housing because housing prices in america are actually very cheap on a relative basis. housing is cheap versus rents particularly with rental inflation in the major cities. the supply if you look at long term charts inventories are very low particularly as a percent of the working age population. the most important reason is the consumer is coming out strong. you have declining unemployment, rising income, low energy

prices, low interest rates and a confidence from a fed which continues to create a wealth effect. all of that means housing looks quite good. >> a moment ago scott was saying some of your beliefs are very popular on wall street. it seems to be the consensus that the dollar is the place to be. it seems like everybody is on that side of the boat. at what point do you feel maybe the dollar rally is getting long in the tooth and maybe the good news is priced in? >> we think the dollar has a lot of room. i think this morning's news from china and also europe just signal as steve was highlighting earlier in your program that the global economy outside the u.s. is not doing great. china has had to lower interest rates. ecb will have to do qe probably sooner than they expect and the size of the balance sheet will increase. the bank of japan's balance sheet is a percent of gdp is heading to 73%. that is what i call all in. that tells you that outside the

u.s. qe is your only option. >> let's talk a sector that you like within your view of the stock market right now. airlines have been an interesting play. we know that they have run so far. oil is a big part of that equation which may be because of what the chinese have done and others. you are going to get a bottom in crude and a longer term trend rise perhaps. i wonder how that plays into your thinking on the airlines. >> i think the issue is what investors are under estimating is industry consolidation which leads to significant pricing power. also what investors have under estimated is there is $49 billion of ancillary revenues which have come into airlines up 17%. they are charging you to board early and charging you for a special seat and for food. i bet you are sitting in more middle seats and not getting upgraded as often. that's profits for the airlines.

that's why we like them. >> just when you think there is nothing else they can charge us for they find something. >> jet blue this week yesterday the day before became the latest airline to say they are going to push seats closer together and they are going to charge you for all the stuff that they haven't. will southwest follow through as the last hold out? i don't know. >> we will wait and see. thanks a lot, mark. it is a bull market but an activist market. three big companies making three big moves because of shareholder pressure. before all of that it is time for today's mystery chart. can you name this stock? here is a hint it has been burning it up this month up more than 11%. you can tweet us your guesses. we will reveal the answers later on in the show. do stick with us. ♪ for tapping into a wealth of experience...

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welcome back to "street signs." what you are looking at on the screen is the company ml o global. the reason we are bringing this up is that yesterday it was our under the radar name on street talk. we mentioned deutsche bank initiated coverage starting with a buy with a $12 target. today it looks like that call is being undermined. it is currently down by 48%. it seems as if the cfo has apparently resigned. we will keep an eye on this

company and keep you updated as we get further news. three big activist moves. both replacing ceos while dow chemical settling a board feud. robert frank is here. you have been following the story for a long time. it follows pressure from activist dan loeb. >> this is a huge move not all together unexpected. he called sotheby's a master painting in need of restoration. the ceo is leaving the company after 14 years as chief. the company says it was by mutual agreement and this position for the company has never been stronger with a global presence pushing to wine, jewelry and digital auctions. this started a campaign started a year ago where he said it had not moved the business forward. the company's margins are falling. it's losing ground to christy's

and the private nonauction sales are struggling despite this being the biggest art boom in history. its net income grew slightly to $44 million. that is less than half what a single sculpture sold for at their fall auction. the stock up gaining $200 million in market cap today. >> was it necessary that he step down before they found a successor? >> clearly it was. the fall auction season went okay but they had a very bad contemporary art auction. i think people said we have to fix this now. >> it is interesting how he describes the company as a master painting in need of restoration, not as a painting that looks like a forgery. in the way he thinks how much value is there that can still be unlocked in the way the activists take view of certain companies. >> he believes that there is so

much there in terms of the wealth of their clients that you can better mind the client list alone is worth a fortune if you can sell more to them. now let's turn to hertz because the car rental company naming a new ceo after two months search. carl ikahn calls it an excellent choice. let's bring in herb greenberg. what do you think of this activism? a lot of agitation on the street recently, some with obvious results? it feels like these activists are not just going after weak companies but healthy companies, as well, if you are a ceo am i going to be next? >> as long as they are going after them with real purpose and not just for financial engineering for a quick hit. i was actually at university of san diego at a big meeting of corporate directors and was talking to law professor who has

done a lot of deep work on a lot of this and he said he was reading a study which intrigued me. the study showed the activists actually for the most part have had great good over the long term. i haven't seen this study. i would like to see it. hertz was a troubled company. i was just going back and forth with mary ann keller, a former auto analyst and she was on the board of dollar thrift for 12 years and says she had no idea what hertz was doing taking somebody who doesn't have the experience in the industry when they could have had somebody who had great experience in the industry. she raised some big red flags over hertz in the past. >> i pund wonder if we will start hearing constructivists rather than activists. if you take a scenario like dow for example people look at that company and say why is loeb

doing what he is doing there? the company is doing just fine. the ceo is great and doing just fine. i wonder what you think about that whole thing and the way that we look at stock prices of companies and determine that the company really is good great when that doesn't tell the whole story all of the time? >> that's a great point. you can't control the stock price. i think we all know that. we also know many activists couldn't do a better job than the ceo themselves. it boils down to the boards of those companies. it is very important more than the ceo assuming the ceo is very good to make sure that the board is not filled with a bunch of yes men. we don't want to talk about that but when you get people there that can ride i think that is most important. that is what some of the activists or constructivists as some people are calling them really want to see happen. >> i think just because a company is doing well in quotes

doesn't mean it can't be better. >> is it doing well because its stock price is doing well? >> that's part of the exact point i'm making. the stock price doesn't tell the whole story about the underlying company. >> no it doesn't. in this market with this trading mentality people say stock prices means good. how has the revenue growth been? do a deep dive and see if the company really is doing a good job or whether it is playing tricks. i think that is where the activists can make a difference and get a company back on solid footing going forward. >> good stuff. thanks so much. >> sure. >> have a good weekend. stocks aren't the big movers this week. oil and gas are back in play. we have a huge energy week ahead. we are headed live next. later on president obama's decision to change the immigration laws could spur a

big jump in legitimate small business. we are going to be asking one expert all about that coming up. do stay with us. ameriprise asked people a simple question: in retirement, will you have enough money to live life on your terms? i sure hope so. with healthcare costs, who knows. umm... 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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crude oil is popping above $76 a barrel but the energy

market can get a huge shake up in the week ahead. let's get to jackie deangelis with the reasons why. >> good afternoon to you. that's right. we are seeing a bit of a pop today but not a ton of conviction for the crude oil trade right now because traders are saying they don't want to build a big position ahead of next week where we have potentially some really big catalysts for this trade. first looking for the deadline on nuclear talks with iran. we have seen this deadline extended before. it could potentially be extended again. traders are looking at the what if scenarios here if we do see a nuclear agreement with iran. they are suggesting that maybe we see sanctions being lifted and that iranian oil comes back into the market place. that would take some time to play out for sure but at the same time we already have a lot of supply in the market. when you add more to that, that could depress prices even further from here. while thursday is a holiday for us, opec meeting in vienna that

day. it has been highly anticipated that we are not going to see a production cut at this meeting but some are saying now that the tide is turning and potentially you could see cartel members putting pressure on the middle eastern countries to cut supply. we are talking about maybe 500,000 barrels which opec produces about 30 million barrels a day. at the same time it shows that saudi and the others are going to be getting pressure to stem the price declines at the end of the day even though it is a short holiday week it could be a very volatile week for oil prices. >> very exciting. for more on how we trade all of this let's bring in jim iuorio. so many potential moves. how do we trade it? >> think of what we said a second ago. it's not very likely it is a production cut and if there is it will be small, small is in

the context of how much oil there is. it could be big when you are talking about people who have been shorting oil on this $35 plunge. so people sit around and say what are my risks? my risk is that they cut production, maybe i should cover my shorts. the way it is playing out to me today is fascinating. i think from a technical standpoint if we settle about 15 cents away to me it looks looic a technical break up to the upside and the fundamental broad argument is not changing very much and it is still negative oil prices. in the short and medium term i think a pop. >> what about the china rate cut? >> i think that was a big deal. i think when we saw it this morning up 1.50 i think that was because of china. if you think about the news out of europe which was dollar positive should have weighed on oil a bit. the market realized that and we haven't tried the down side at all because of the europe news. i think the china thing coupled with the potential for a small

production cut even if it doesn't happen can make people realize they are a little short. >> concerned about what has been happening with the economy and i believe russia is mulling an output cut. what would it do to the market? >> i don't think the market cares that much about russia. maybe only in the context of saudi arabia countries. that is the only thing that really matters coming out of russia in my opinion. i think the other factors, domestic supply, the persistent dollar strength, perception of a global slow down. a week ago talking about japan going into recession. the only pillar of what has killed oil that could change is the opec output thing which could happen next week. >> thank you so much. we will be eating turkey and watching at the same time.

rchlths let's get to "market flash." >> aetna stock currently trading up about 0.6%. back to you guys. >> thank you so much. up next, the gold factor. we are talking numbers on the yellow metal just ahead. should we take a look at today's mystery chart? why not. this stock is on fire this month. it is setting its sights sky high. get your guesses in while you can. we'll be back. take a closer look at your fidelity green line and you'll see just how much it has to offer, especially if you're thinking of moving an old 401(k) to a fidelity ira. it gives you a wide range of investment options... and the free help you need to make sure your investments fit your goals --

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anything to help stimulate the chinese economy could help. >> no doubt about that. these three next stocks are pretty interesting calls in techland. je je jefferies saying sell microsoft. >> saying they believe the new microsoft will look very much like the old microsoft for some time and they got the target at $40. it is currently at 47.64. ebay downgraded at evercore isi. >> the firm saying sell. notes increased competition and therefore a risk to pay pal unit. the target cut from $49 from 52. intel downgraded. >> that's right. getting a downgrade. >> clsa. >> cutting to sell from under perform, kind of the same thing. they say sell. they expect the pc business.

>> it was from under weight to sell. one of the points being look what the stuck has done over the past year up 41%. they were already at under perform. now they go to sell. thank you very little. >> we have under the radar name of the day. >> michigan based wolverine world wide. >> they design and manufacture apparel, food wear and accessories. upgrading to buy from neutral. the target has been upped to $35 from 29 sitting just below 29 right now. and moving higher in trade today. let's now go to "talking numbers." let's talk some gold. the metal trading just under 1,200 now. if you look at the numbers year to date it almost breaks even. will the rally continue? that's the question.

let's start talking numbers. let's start with you. do you think there is a case for higher gold from here? >> i think there is a little bit. you have a few drivers in gold. you have inflation, fear and supply and demand. the fear is on the back burner right now but as far as inflation draghi made comments today. china is accommodative so that is helping it along. you have the supply and demand end of it. russia has been buying a lot of gold of late as has china and india. you have the russia ukraine situation which right now seems okay but if anything happens that could push it higher. i'm thinking you could get to the 1,250, 1,275 level in the near term. >> i was going to say there is no inflation anywhere really at this point. what do the charts say? >> exactly. if we just kind of started off,

gold has a long term support on the weekly. we use a little trick called semi log. you notice as the numbers get higher they are getting smaller. we are looking at percent gains. if you draw a line there we held technical support that wasn't seen on normal linear charts. let's go down to the daily. we can see that there is a triple bottom low from july 2013 at about 1,180. that was supposed to hold resistance. i think the target would be about 1,250. we are talking about the dollar being strong here against the euro. look at the dollar against the yen. we talked about on yahoo finance dollar is lower against the yen. it correlates well to the s&p. s&p has backed off quite significantly. i am wondering if we get a little bit of dollar pause in this rally and a little safe

haven bid from the s&p. >> sounds like fade it even if it gets a pop. neither of you thinks it will last. >> it needs to get through 1,250 to get the party started to get fear going. this dollar rally is monstrous. with what china did and what draghi is about to do, it is massive. how can the fed raise rates when the rest of the world is full on liquidity in the system? >> i think gold might have a chance to recover here. >> cautiously optimistic. thank you very much. be sure to check out the online edition of "talking numbers" in partnership with yahoo finance. president obama's immigration order can be a big game changer for small business. >> it is your last call to guess today's mystery chart. here are some of your hints so far. it is on fire up more than 11% this month, looking sky high and your final clue, arkansas, probably a dead give away.

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time to reveal today's mystery chart. this name has been on fire in november up more than 11%. i guess arkansas was a dead give away. wal-mart. why is it today's sunshine stock? wal-mart is getting into solar. the world's biggest retailer is partnering with solar city to install up to 400 projects at wal-mart facilities across the united states. the systems could provide up to 30% of the power needed at some facilities. president obama changing deportation rules as part of his overhaul of the immigration policy. latinos of this country are mostly employed by or are owners of small businesses. what would these changes mean for small business here in america? an associate professor of history at the university of new mexico. he is a histor yn and expert of

the latino community. so great to have you with us today. it feels like we almost have a play book from a point in history. i believe it was back in 1986 with changes in immigration laws then as to how this will impact small business now. >> exactly. what you saw then was a dramatic increase in the purchasing power of people to whom the law applied. they had legal status so they could bargain for higher wages. as a result consumer spending went up added to aggregate demand. with a promise of not being deported and the path to eventual citizenship they began to do things like buy homes, open businesses. there were an enormous amount of investments they could undertake. this would be just for three years but should have a market effect. >> for the small business owners they now have access taelpotenty

to a much larger pool of legal talent. >> i think that is true. i mean, certainly there would be a lower burden because knowing people have the papers they can hire freely and not worry about the status of those they are bringing on. on the consumption side when you have more customers that is simply good when they have more dollars in their pock. this extends to anybody doing business with latinos. one of the examples from the community i studied in chicago was the owner of a place called charcoal broilers which almost had to shut down in the '80s until these mexicans showed up and they like to eat and it saved the business. >> one point is that for small businesses and encouraging them to hire illegal immigrants who are now going to have this pathway to citizenship, it

encourages entrepreneurship all across the line. people who are able to get jobs suddenly have access to capital and loans. they are able to get leases and able to open businesses and then the cycle goes on and on and on and repeats itself. >> i think that's true but we have to remember this particular action does not include a path to citizenship. it is a three year guarantee that they won't be deported for those who qualify for it but to get the full economic effect ideally we have congressional action. if the house took up and passed the bipartisan senate bill then you would have the full effect sort of like in 1986. dollar you can have people opening businesses that didn't exist before. in oak cliff that neighborhood became the biggest transportation network in the entire city because so many mexicans wanted to take buses from there. nationwide as soon as people have legal status and this will work for the three year status,

they are suddenly going to buy a lot of plane tickets because they want to visit people they couldn't have visited. so for the travel industry it will be a huge boom. >> thank you for joining us. really interesting points there. >> stocks are pulling back just a bit off their highs of the day. we are still within a stone's throw of record highs again. we are breaking out your record high play book. your best bets to make in this market right now. >> plus something we do every friday, our stocks of the week. we will tell you the two names that really stood out to most of us when "street signs" returns.

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that's funny, for that price with comcast business, i think you get like 50 megabits. wow that's fast. personally, i prefer a slow internet. there is something about the sweet meditative glow of a loading website. don't listen to the naysayer. switch to comcast business today and get 50 megabits per second for $89.95. comcast business. built for business. welcome back, everybody. take a look at the dow. straight out of the gate this morning, we hit a new record high on the dow. the session high up by 175. up by 73. you know, we are still only mar marginally off the record high. a factoid for you, on this day in 1995, the dow above 5,000 for the first time. there you go. i also want to point out a

moment ago we did caterpillar with initiating coverage with a buy. that is the biggest gainer on the dow right now up by 3.5%. >> you are looking at the best five-week rally for stocks since 2009. >> yes. >> that shows you the strength of what's happened since the october 15th low when it felt a lot different than it does today. >> felt so different. i don't know how much has changed but also the s&p's risen 5.4% and quite the comeback. >> with stocks near the record highs, where are the best places to put your money right now. let's bring in scott stepper and robert luna. guys, great to see you. robert, you first. answer the question, i guess. where's the best place to put your money right now? >> well, i think, scott, like you said, up 9.4% in the past handful of weeks here and the s&p's hitting new highs so i think as an invest or, you want

to steer away from the index and start looking for the stocks who haven't perform quite as well. maybe don't have as much analyst coverage. that's what we're doing for our clients right now and portfolios for named today. a name that stood out is lincoln financial and it's a stock on a valuation basis trading at 9 1/2 times earnings and capitalizing on the baby boomer demographic right now which is retirees, seeking out income, and with a 10-year paying 2.5%, this's hard to find. they're a big player in the annuity category. in 2008 when the companies were pretty much underpricing risk, lincoln had a steady hand there and they're a leader in the marketplace today and they just increase the dividend by 25%. >> robert's point is very well made with the index around record highs and low-hanging fruit is plucked. what are you finding?

>> we are seeing a significant leadership change right now. defensives are taking over and we would expect it to continue throughout the rest of this year and next year so, you know, defensives are taking over for three reasons. accelerati acceleration, margins improving and not much wage inflation at all in the defensive sectors and really the complete opposite of what you're seeing in the cyclic am sectors. we like general mills as a strategy right now. we like johns soson & johnson a backs or thes and tough to predict the stock market in a week but my kids will wake up tomorrow morning, they will have a bowl of cinnamon toast crunch and then tomorrow ask me for a band-aid and good defensive positions. >> yours, too. interesting. robert, general motors, talk to me about it. >> yeah. i like gm. that's one of those names that's kind of unloved and general

motors, they have the profit line in a long time and the suvs taking hold. they have a new body style for the tahoe, suburban. sales are great right now an seeing gas prices at the pump down to around 2.80, 2.90 and buying suvs in full force. some of the agreements they have had with the united autoworkers union are cuts costs, almost $3 billion saved on health care this year and as an investor with patience, you know, i think you are well rewarded and 3.7% yield on the dividend of 15% cap gain rate and more attractive than a 10-year bond. >> what about the recalls? i mean, just yesterday we were talking to, you know, the ag in arizona. they're now suing general motors, as well. this isn't an issue for you from a stock perspective, robert? >> well, it is an issue, mandy. you know, we are looking at a $5 billion to $7 billion hit from the recall and that's well

priced in the stock. it was trading up at 42 so i think a lot of the bad news is priced into the stock already and sales continue to do better and if we can get some of these places around the globe like china and europe, you know, joining the party that we have had with the 3.5% gdp i think international sales could be a catalyst, as well. let's not remember their break even point is 10.5 million vehicles a year. they're estimated to sell about 16.5 million to 17 million vehicles this year. i think there's a lot of room to go up in the stock. i think there's a safety margin there. >> mark, with another one, j&j because of the dividend or something more? >> no, no. the dividend's a huge component and look at the product diversification so right now a lot of their growth coming from the new drugs and a good strategy for the clients and we're that the point in the looking to hit that many home

runs right now and they're behind us at this point. we need to get on base and with the product diversification is a good strategy. >> mark and robert, good to talk to you. enjoy your weekend. >> thank you, you, too. >> thank you. >> thank you. a record week. stick with us. they're coming. what do i do? you need to catch the 4:10 huh? the equipment tracking system will get you to the loading dock. ♪ there should be a truck leaving now. i got it. now jump off the bridge. what? in 3...2...1... are you kidding me? go. right on time. right now, over 20,000 trains are running reliably. we call that predictable. thrillingly predictable.

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we pick a name that stood out for us. >> i picked target. stock they had earnings this week. the ceo on the job for 99 days was on cnbc for an exclusive interview with courtney reagan earlier in the week. stocks up nearly 5% in the week and the ceo cautious. he was a little bit cautious of the upcoming holiday season to bring. you know, big questions remain of where the sales are going in the united states and then if they're able and fully recovered from the data breach. >> like sandbagging. pays to be cautious. that way, you know, you have only got upside to go. you know? don't want to disappoint people. set the expectations lower and then come out with a good outcome. >> well, i think the comps were up for the first time in like a year. so i mean, it's been a while. >> yeah. so that was my stock of the week. >> reflected in the stock this week. my pick is keurig green mountain. the results were better than

expected but the street zoomed in on the disappointing outlook. the gints for the current quarter. but keep in mind you're still in the money over 12 months. up 100%. one of the best 2014 performers on the s&p. a little steam coming out of the momentum play. >> have a great weekend. >> thank you for joining us today, as well. bye. >> a pleasure. >> welcome to "the closing bell." i'm kelly evans back at new york stock exchange. we were up 175 points thereabouts at the highs. currently off those levels trying to see if the dow closes above 17,800 first time. >> bank of japan cut interest rates overnight. mario draghi implemented the first phase of quantitative easing plan. we had two things going for us this morning and were