are. in the meantime you are going to go vegas for ces. see you there live monday. >> live tuesday. monday i'm gonna the ground gathering all that info so i have something to talk about on tuesday. >> and let's head to post nine and the half. >> jim lebenthal, josh brown, steve weiss, dan greenhouse, and john corpina. oil slick, the selloff continues. and energy stocks you should be buying and where buyers should be be ware in 2015.

ceos in the hot seat. the company leaders who have a lot to prove in the new year. and the big moves needed to make invest ares happy. not so fast 2015. stocks starting in the green but seeing a the turn around in the dow. the s&p and nasdaq treasuries in rally mode big down. josh what do you make of today's action? looked like it turned around at 10:00. >> it was interesting to see the opening burst of enthusiasm and it gave way fairly quickly. i think what's probably helped the market is energy stabilized. and they are using that as a sentiment to be risk on or off and not overall. it is a weird thing that is happening. the most important thing right now is not get overly focused on what happens in the first few days. really important to remember that in 2014 we started with a 6% peak to trough selloff and

ended up not being meaningful at all. >> and john, low volumes also. do we make much of this swing? it was up 128 points the dow in the opening trades. >> i agree with josh. we can't make much of the trading sessions even what happened in the last session of the year and today. investors are still trying to figure out how to play the year coming in. and the movements in oil have moved investors from the true fublds and only focuses on oil and energy right now. so until e we see stabilization i think we're going to see players waiting on the side lines. >> we're going talk about energy plays but dan, the big data point of the day was that manufacturing number. it disappointed. although 55 is a solid number. >> yeah. there are a couple things to realize here. most of the subcomponents were all weaker. the one prior month the

employment. to me the one thing to remember is even at the number in which it came which was lower than expected it's still very elevated and in relation to what we've seen over the last 20, 30, 40 years the likelihood of higher readings at this point are quite low. so we should expecting read nitrogings in this range. >> should we expect it to be another year of low interest rates and everybody gets that trade wrong? >> well at least in the beginning weeks of the year, sarah. we do think the year is going to be a tug of war between punkish or no growth in the european union and slow growth in china. but we think the u.s. will grow strongly enough the fed will raise rates in the summer. and that tug of war will continue. >> steve, what do you make of the turn around in the trade when it comes to equities. >> with 2 hours and 35 minutes into the new year i'm not making

anything of it. it's very light volume. some facts we rates i this they go lower and i've on on the side of the camp that was bearish last year. but with easing in europe you are going to see more pressure. this is the only place you can get yield unless you want negative rates or you want very, very low sub one rates. so i think it is shaping up or will a shape up to be an interesting year. with energy being the wild card not in terms of what it does to our economy. i think we can all agree it is going to be lower but in terms of where there will be opportunity to make money. i think you will see lots of opportunity in the distressed side to make good money. >> lots of bargains in energy. big picture now. predictions, if 2014 was the year of captain america and king dollar, what are the two top themes of the new year? >> probable less a prediction and more a theme. i'll just throw something out. i think it is fairly likely that

big tech continues to act well. they are not even expensive even given the run of the last year. given how much money they are making especially the large caps that tend to lead the index. i wouldn't fall out of my chair if nasdaq made a new all time high. it is not a huge stretch. the other thing i think is probably is big theme for investors in the first quarter is european stimulus. you will hear a lot about it. >> monetary stimulus. >> monetary stimulus. and i don't know what and when. but i would guess this it is probably going to end up being underwhelming. the interesting thing is it might not matter. there are enough other tail wind stocks for europeans. but also think about the drop in energy prices there and also consider the fact that, you know, people are always looking for what the next trade is. we saw that happen with europe two years in a row where people went in and bought the equities. i wouldn't be surprised if the year starts that way as well.

>> steve, what about you for 2015. >> i think healthcare still works. the demographics working for it. even if some provisions of rolling back the affordable care act that's ship's already sailed so a big, big move into healthcare coverage. that is going to continue to move. my one area of caution would be non commercial very early stage bio tech. what we've keen coming out is typically calling the end of the bio tech move. that is the air of caution. i don't like those stocks. in terms of other things i'm looking at, we're going into year seven of a bull market. and that means you have really got to be a stock picker. we've heard that before but we're starting to see volatility and dispersion between and haves and have notes pick up. so it's not going to be the rising tide lifting up ships.

you are going to have to be very selective because the winners and losers which we're starting to see in the last two quarters are going to increase and great dispersion of returns. >> stock markets. >> i absolutely agree this is going to a stock pickers market. i mentioned the interest rate debate europe versus u.s. and josh mentioned that. but the second theme i have in mind is this is going to be a more volatile year. both because of the pressure on interest rates to the upside and geopolitical risk in europe. volatility tix up. and some time you are going to see an honest to god correction of 10% of so. when that happens people are going to be saying oh my goodness. don't believe it. that is going to be the mother of all buying opportunities and when the year ends the stock market will be a good 9 to 10%

higher than today. so use that construction to put your money to work. >> buy the dip again. >> right. >> dan you are shaking your head. >> i disagree with a lot of what's been said. let me start by saying i disagree this idea that suddenly it's stock picker's market. it is always a stock pickers market. i don't understand why next year should be different than last. with the quote of buying the tip. a 10% decline being the mother of all buying opportunities. in the bottom of the october in 2014 the market was effectively down by 10% or so. so i don't know that provides us anything necessarily different from what we saw late last year. with respect to myself -- we talk about the long end and the ten year --. i disagree with that. if you look at the shorter end of the curve. two year rates, three year rates they have moved in response to

the higher probability of the fed rate hike. the further out part of the curve that's been a bit more of an issue to investors. >> two years have doubled. >> let me go back on term of stock pickers mark. what i should have said there is going to be a premium put on it. to my bio tech example, you could have bought any that you wanted and it was goingen u. the index has been up 30% in the last three year. it is not just a question of showing up and buying an etf anymore. you have do some work in terms of the average investors. >> not to mention valuations are running higher here. >> interest rates. we've been talking about when the fed is going to hike trr constitutional rights and how it effects the overall economy. i think investors are still waiting verifaciently and they have to continue to pate.

a there are still stocks that pay very good dividends. >> nobody picked strong dollar for the top themes. one thing that certainly has been working is the strength of the u.s. consumer. retail names are up double digits in the last three months. dom chu with the winners. >> picking up themes you were chatting about. maybe the lower fuel prices provide more money in the wallets for consumers. if you look at the retail rock stars over the fourth quarter of last year. these with retail stocks that have momentum. first of all lowe's up 30% in

the fourth quarter. those kind of stocks do well. then lbrands. huge in terms of specialty appar apparel. niche. another theme here going on for retail stocks overall is check out what's happening with whirlpool on the home improvement side as well. up 35%. another consumer discretionary stock. and then move forward to durable goods. car max another huge name. that is up about 45%. and then finally one of the biggest gainers overall in activist investor story, jeffrey smith at starboard value. up 52%.

the consumer development is really going to be a focus. whether or not it stays that way is going to be the -- >> i do like staples here. but you have to understand something. if this office depot merger doesn't go through that goes down in a heart beat. this is all on the merger option. i they can get past but it is a question of who they won't or not. >> the new year will crank up the heat in high profile c suites. which executives are feeling the most pressure. and our call of the day is a skeptical take on what apple thought would be a big hit in 2015. and the results are in. we will reveal the winner of our competition for trader of the year. don't miss it. halftime will be right back.

>> we were talking before the show about this idea that europe is cheap iran the u.-- cheaper the u.s. >> a little cheaper. but when you look at the components of the msci europe you are look at financials which

are always a lower pe industry at 22% of their index versus 13% of ours. you are look at the technology which is a much higher pe component of any index. in the u.s. about 20%. tlo it's 3%. so you have to look at the constituents before you say buy europe or buy the u.s. if europe does go up the u.s. is going up also. and secondarily or thirdly, fourthly, whatever number we're at. if you look at what's in the market already, draghi is in the market. if he doesn't come full force on the 22nd you have a lot more downside there. >> look at day. the euro at a four and a half year low versus the dollar. and hopes are high. >> he better not disappointment. and i think a lot of has baked into prices in europe. one of the biggest things nor me is 2013 was characterized by the asset quality review.

to your point tact sector weightings i'm not sure i would buy europe broadly. but the bad stuff is off the books. >> is it? i looked today and i think it's traded 60% of the tangible book value. i don't think i'm going touch it because how much greek value do they have. >> they have a big election coming up. last time there was an element of contagion i'm not sure exist in the current environment. i'm not sure it is going to roil the markets like in 2010. understandably they are upset with the guard in europe right now. i loved in london it can be a little difficult at times. >> you were to take that idea that stimulus will be enough for the market, which i'm not convinced because i don't think it is up to draghi the way it is up to yellen or bernanke here.

let's say he can come full force. the playbook for the u.s. one banks and small caps. would you do the same in europe? will it manifest differently. >> i think it will manifest differently. one i really like for 2015 is a barbell approach with u.s. small caps and european large caps. lower volatility in the european large caps. u.s. a stronger dollar and things look good. and small caps got beat up badly. >> the russell right now u.s. small caps down 1% just off a record high here. >> they had a great last week of the year though. could just be a little volatility. >> and they underperformed large caps in 2014. to try to discern the trend is risky. >> in europe, where i think there is tremendous opportunity is they are so far behind in terms of efficiency of running the companies and devoid of

activism at all. >> and i think you make a valuable point. productsivity the missing piece. >> coming up. no luck for casino investors today. the traders place their bets. and as oil continues to slide we're debating exxon, will the oil giant come to life in 2015? one of the worst performers in the dow.

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just want to mention the turn around we're seeing in wti crude after seeing the lowest levels since may 2009 earlier. crude is now higher. wti and brent crude higher to be session, that brings us to our traders blitz. four trades on four stocks. first is lynn energy, moving higher despite becoming the latest to cut its dividend and also cut capital spending. >> and capital spend by 53%.

and when a stock that doesn't normally have that high a yield is yielding 25 to 30 percent you know the dividend is going to be cut. so this is more o a relief that the company did what it should do. more troubling is the credit market completely tightened up on them and blackstone is lending them money. so great opportunity as the private equity but not a good sign for investing at all. >> macaw down 30% year over year in december. >> it's hard to get excited when we keep talking about china growth slowing. i think you city away from many kah gaming stocks. the gaming industry has a issues as a whole. if you have to pick one, probably mgm which has more u.s. exposure and will be healthier because of that.

>> gold, after trading lower earlier looks like it now just turned positive. still poised to -- do you like gold? >> there was a point i did. and there was a point where you couldn't go into a client meeting without gold beings the major topic of conversation. that's all dissipated. it's down two years in a row. the chart is terrible. client interest is neckabgligib. >> it's the only true money, dan. >> how can you buy gold in an environment where the dollars so strong. >> the issue is the dollars weighing immaterial do ining it. as you progress through 2015, perhaps it finds a bid. now right now no one is interested. >> yahoo, purchasing a cable network or channel. this is according to business insider script networks.

now is up on the speculation. >> don't believe the hype. i don't think that a ceo whose currently facing an existential battle against shareholders is about to make an acquisition like this just so far out of the wheel house. any moves any of these stocks put on will probably be reversed before the end of the day. >> you want to see them work on the core business. >> i don't even -- i'm not a shareholder. there was a book out this week about marissa mayer. i wouldn't chalk it up to the attention. >> we're going talk more about management and marissa mayer. and what can jeff bezos do to revive amazon stock.

but first we've got a winner in our competition for trader of the year. everyone wants to know. we'll break down the trades that worked and the ones that fell flat and we'll name names who won the year. halftime report will be right back. but i'm a bit skeptical of sure things. why's that? look what daddy's got... ahhhhhhhhhh!!!!! growth you can count on from the bank where no branches equals great rates.

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it is official. we've got a winner for winner of the year. joe terranova. wink picks this year. united airlines. apple. -- i know you are going to talk a lot more about this with joe on monday. >> i think if i had one more week. i played this competition really really incorrectly. i started out the year very conservatively. i did a lot of etfs and thought i would ease into the trading aspect. and it was wrong and by year end i just started having more fun with it. >> i pulled out a while ago but the producers wouldn't let me

out. >> i know you are going to talk about it more and joe and pete and jon and the gang are going on on monday. and the new competition. a whole new ball game. be sure to tune in on monday where scott will reveal mr. joe terranova and we'll get crowned the winner. and all next week the traders will unveil their picks and strategies. that starts monday right here on halftime. i'll be watching. 2014 was a great year for the markets but it was troublesome for some high profile ceos. mary thompson joining was a look at some of them. >> on the hot seat and under a microscope. several of them implement strategies aimed at rinne re

reinvigorating brands. --. introducing new services to attract new users, all to reverse the stock's decline in 20 2014. a new year and a new menu for mcdonald's. part of the strategy for stirring up sales growth. in a lot of ways he's under the most immediate pressure because any results from the new men good or bad will be quickly evident in the firms monthly figures. yahoo stoke up 128% in two years but not enough for critics who say it has more to do with the stake in alibaba than with ceo marissa mayer's leadership. the question is what does she do with the rest of the money and will she be able to revive the firm's ad business.

and sales as well as week one for profits coke is planning to cut costs. and analysts wonder if it's enough to combat things. lastly jenmy rometty abandoned a target made by her processer, freeing her and ibm. with the focus on cloud computing, mobility and security for all their corporate clients. we'll see how it works. >> some good names and tough turn arounds. let's trade it now. mcdonald's seemed to get a rise out of you guys. is this a management problem? >> it is a strategy problem. and basically their prices have gone way too high. this is supposed to be the value meal center and it is anything but. you could get a big mac for a

dollar as a kid. now it's five. i'm not that old. it shouldn't be at five. so the company has to cut prices and that means sales go down before they go up. they have to get this strategy back on track now. >> you don't think it is a don thompson problem. >> i think it's secular. we're watching the brands of the boom herb ers die. some are figuring it out. some are not. to the street they are saying we're going to get more i millennial and with more choice and customization. that seems to be what millennial to. their franchisees they are saying we're going to simplify the menu. you can't do both. >> might not be too late. >> it's never too late but until they figure it out there is no reason to buy it. >> can i also add to josh's point a bit of a perception

perception problem here. gourmet burg shacks are popping all over the place. there is something where i'd rather go. >> it is not healthier. there is almost double the calories in a shake shack than mcdonald's. >> it's not made ma laboratory. >> prices won't move the needle either. mcdonald's is building a brand and it's so identifiable with one thing, and now you have a saturated market. so let's not forget these are the guys that kicked out chipotle. didn't kick him out but they had that concept. >> 20 plus quarters of declining sales. no question this is a secular issue. >> and to be clear shake shack is not the issue why they have twenty -- obviously a company

executive issue. full disclosure. the fact the there is something going on internally. >> what about coke? do you put them in that category. >> i do. they are flailing. making investments in other companies that are perceived to be more youth oriented. maybe it will work. still generates a ton of money. still a huge brand but you don't have evidence they are turning the company around right now. >> they are investing in monster and curing keurig. >> they are making minority investments in other companies that may or may not themselves stay hot. >> and they are not going to move the needle any. >> what about yahoo? anyone betting on marissa mayer? >> the core business is not so great. it is banner ads against web content impression. even if you turn it around it is not something investors are

excited about. >> if you go to each company you named and even ibm, they are all commodity businesses where they don't control pricing and they don't control the environment. that makes them all tough. >> you have a bet on ibm, correct is this. >> i do. i'm on the opposite side of the fence from steve. it think it is still a premium to have ibm running your systems at the enterprise level. and i've already put my money and mouth behind. it so we'll see. >> what does rometty have to prove this year? >> 2014 was the throw in the kitchen sink. she removed guidance. sold a lot of crummy businesses. this has to be execution year. and if she doesn't execute in the first two quarters i think she has to worry about her job security. >> and dick costolo's name comes up the most in 2015 management issues. anyone want to buy twitter on the bet? >> if he leaves or however it

hans, they separate, sure the stock will pop depending who they bring in. but the question is what is the plan going forward? you need a vision there. it is the only one who really hasn't enhanced meaningful their profile to get more there for longer periods of time. and coming up will the apple watch be a game changer? and dog ordeal. and we've got two traders ready to duke it out over exxon. could protect you from cancer? what if one push up could prevent heart disease? one. wishful thinking, right? but there is one step you can take to help prevent another serious disease- pneumococcal pneumonia. one dose of the prevnar 13 ® vaccine can help protect you ... from pneumococcal pneumonia, an illness that can cause

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coming up on power lunch, the dow wiping out triple digit gains on the first day of the new year. and three reasons for your portfolio. and small caps underperforming the big caps last year. getting hit hard orp the first trading day. question is are they a good play for 2015 and dividend utility stocks had their best year. now showing signs of trouble. back to sarah. we're watching oil turning around today. and in fact energy is the best performing group on the s&p 500.

exxon of course also on the rise. let's debate it right now. log on and vote. dd the winner in real time. >> i think this one is pretty easy. it goes up regardless of what crude does in my view. 3% dividend. 15 times next years numbers versus the s&p about 16 and a half. probably the best capitalized name in the sector. probably the one people will go to. active managers have to have some exposure to energy. if crude remains weak or volatile this is what they will cling to. like a beacon in the storm. if oil goes up they will also buy the stock. either way you have enough of a discount. underperformed by 18 percent. this is the type of stock -- >> talk for the whole 90 seconds you may win it. it's not that i don't like the

stock. just that there are other opportunities. earnings is 17 times but maybe math is not your strong suit today. what i'm talking about is a stock where the stock price has come down 11% yet earnings down more than a third. it doesn't mean stocks are cheaper. if i'm going to play emergenner going to play maybe like an apache that's down 40% where i can benefit with it moving higher with crude and take advantage of it. >> this isn't a relative debate. this is a debate on buying or selling exxon today. >> it is absolutely a debate. >> i'll put it up against 20 other stocks then. -- i won't debate you about this versus apache. do you buy or not. i think you buy the stock.

>> i intend to have a portfolio. >> it is a close call. what about an the desk? >> i think they are both bad at math. unless i'm mistaken, exxon is trading about 13 times old numbers. >> what number are you using? >> i can't say. >> but it's cheap. >> cheap is relative. cheap can become cheaper. >> and to gold. >> you are using old estimates. >> -- the. >> i think you buy it right here. i'm not going to own it because i own other energy stocks. but you see the bounce in oil from here. exxon is a decent weighted. >> all i'm saying is it is a blue chip name that quite frankly has trailed the s&p by almost 20 percentage points the year. >> and some of the other names are up much bigger in today's rebound.

>> and they go down much bigger. >> looks like we do have a winner. just barely, josh brown. >> i'll take it. just barely is my middle name. >> coming up on the show. hold on, it is about to get bumpy. one market watcher predicting a roller coaster year for stocks but also has three ways to profit from those pops and drops. and are you missing something here? we're hitting the under the radar movers you should be focussed on today but probably are not.

time to go under the radar with a few stealth movers you may be missing but certainly not you are a traders. dan what have you got. >> i think we've gotten accustomed to the idea that wages aren't rising. i think next year should be the year in which raises start to rise. whether that that is effect we'll wait to another day. u.s. job openings is now higher in the u.s. economy than at the peak in 2007. i think a lot going on in the labor market that positively is good. and ultimately next year wages higher than now. >> josh? >> i want to talk about lab corps of america and healthcare diagnost diagnostics. we tend to speak generically and

most think drugs and bio techs. and while those stocks have been great there are other areas in the sector. i like these names. i think they continue to trade higher. >> i'm looking at gm: we're long the stock and i would note this is a good part of the cycle for gm. we've g they continue to clean up their balance sheet. redeemed something like $3.5 billion of preferred shares on friday and don't get near as credit as they should. >> even though we saw thousands more recalls. >> that's last years news. >> here with me now on the floor larry mcdonald of new edge. you are talking volatility. >> what we've seen in the last year and a half two years is during holiday shortened weeks the ball has gotten extremely stream and surged thereafter.

around the world the thing most disturbing is high yield bond, leverage loan, e merging market sovereigns and emerging market corporates. >> equities. >> i know this is your specialty looking at the credit market instabilities and fragilities. how are you advising people play this? >> well, i think the fed's got its back against the wall now. they let these credit bubble build up in those four asset classes. now you have $3 trillion of bonds that are plummeting in some respect. so the fed is going to have to soften and the dollar will have to get weaker. anything that is going to benefit from a weaker dollar in the first half, oil -- >> you mean a stronger dollar? >> i think the dollar is going to weaken. the fed has let the dollar -- the dollar's got the fed against the wall. the dollar is at a nine-year high. it's weakening all those bonds because it's destabilizing the world, high yields, emerging market sovereigns.

so the fed can't possibly hike rates next year, that's going to create a weaker dollar and a balance for anything that's going to benefit from that. whether it be oil names, coal names, uranium. anything in those spaces that have been annihilated because of the stronger dollar. >> it's worrisome stuff, josh. i'm curious what you think of all these. >> well, certainly terrible things can happen. they've happened before. but i think to make that bet that this is the year that the wheels are going to come off. i don't disagree about the bond market very frequently. far be it for me to say that. the question is how do you play it. i'm not a huge fan of the vix vtns. if you think volatility is going to spike up this year, you probably are better off building up a better cash position or focusing on how non-correlated

treasuries can be if that happens. even if you're just talking about two years or less duration because you're worried about a pileup in the long end. i think there's a reasonable premise there. but i'm not sure you want to be making an outright bet in volatility if you're an average investor. >> and those etfs are surging today. final word here on why you think investors need to be in these kind of names to hedge themselves. >> well, first of all go back to josh's point. josh, it's not that the wheels are -- it doesn't mean the whole year is going to be ruined. it just means likely your best purchases in 2015 will be in the second quarter, maybe in the first quarter. you can have like last year you can have a 10%, 15% down move because what the feds let happen here. but getting long volatility could be a great offset against if you're massively long the equities in your portfolio from time to time if you get during the year, that's going to give you a nice offset.

>> finally we had four sort of big sudden drops in the equity market. would you tell people to do that again? >> if you see enough fear. if you see enough fear in the markets, you want to buy that fear. if you bought fear october 15th, you did very good. if you bought biotech fear in the quarter, you're up 50% year end. >> always good to see you even with the warnings or fear. coming up, not so fast. we're talking about a nat gas trade gone wrong. and will the watch be a bust for apple or not? and it does it matter for investors? the future of wearables after the break. plus final trades from our desk. a

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my motheit's delicious. toffee in the world. so now we've turned her toffee into a business. my goal was to take an idea and make it happen. i'm janet long and i formed my toffee company through legalzoom. i never really thought i would make money doing what i love. we created legalzoom to help people start their business and launch their dreams. go to legalzoom.com today and make your business dream a reality. at legalzoom.com we put the law on your side. not so fast, jim. in november jim made a bullish call on san juan royalty trust. let's have a listen.

>> oil prices are coming down, natural gas prices are going up. nobody's paying attention to that. we're back above $4. trust has a nice dividend directly tied to the price of natural gas. >> turns out, jim, since then the stock has dropped about 18%. first of all, what is this company and what do you think of it right now? >> it's a royalty trust which means they pull natural gas out of the ground in the san juan basin of new mexico and they sell it. they distribute 75% of the net profit to you as a shareholder. last year they distributed $1.28 in dividends. this on a stock that's about $14. we think in the long run that natural gas is going higher as exports pick up. it's been cheap relative to oil for a long time. we thought it would maintain its price level. that was clearly wrong. but going forward as exports pick up, we think natural gas

will pick up. this is a great way to get a dividend. we're sticking with our long call. >> the number one rule of tv, you weren't wrong, you were just early. >> thank you. >> i would have handled it. i called oil going down. that's what i would have talked about. >> you got half the call right and the day ain't over yet. >> our call of the day comes from top start-up investor fred wilson. the fund behind tech giants like twitter, tumbler with making a call on apple and the wearables sector. the apple watch will not be the home run product that ipod, iphone, and ipad have been. the focus on wearables will be a head fake and take up a lot of time, energy, and money in 2015 with not a lot of results. this got a lot of attention. if you're a shareholder in apple should you be concerned about these type of comments? >> not really.

i think they said the same thing about the phone and the ipad. until it hits the market, no one really knows if it will be a hit or not. i think fred's one of the smartest guys out there. he doesn't think it's a disaster but his cautiousness is warranted. >> i agree with him, but we've got so far to go before we get there. first we've got the earnings. >> we've got some final trades here from you guys. >> i'm buying volatility. volatility is cheap. so when it's cheap you've got to take advantage of it. you've got to buy insurance for the portfolio to make money on it. >> jim, interesting one here. >> i see the roadway tail picture improving as jobs improve. so i see jcpenney as an interesting way to have the pie grow. >> walt disney, josh? >> with star wars and the new avengers sequel, it looks unstoppable this year. not to mention two more pixar

films. >> even the macro guy dan greenhouse has a final trade. >> we think next year is another year. >> financials? >> yes. >> and would that be a good sign for the overall market? >> sure. >> shouldn't it? >> yes. >> all right. that does it. thank you for having me, guys. it was fun. have a good holiday weekend. that does it for us here. "power lunch" begins right now. half-time is over. "power lunch" and the second half of the trading day start right now. >> indeed, it does. the dow wiping out triple digit gains on the first trading day of 2015. a sign of things to come, perhaps? three new year's resolutions for your portfolio. shedding the weight and packing a punch in your investments. looks like there might be a little trouble in dividend city. and the darling of the dow. it was intel. the best dow performer lastea