11:00 a.m. here on wall street and "squawk alley" is live. stocks are back in black for 2015. joining us this henry blodget, good morning to you. made his way back from ces. wasted no time. jon fortt is on his way back from ces today. but with us as always kayla tausche on post nine. on a day where the dow is once again positive for 2015. s&p less tan a point away.

stocks well into the green. the dow up 28. sec day in a row a good gain after yesterday's one percent gain. chipotle chipotle up as more signs that the consumers spent some money over the last couple months. >> the costco coming in a little like but investoring still like it. barnes & noble with better than expected. pier one imports. saying look the consumer was spending. and wall street is now trying to balance the negative economic data from december about whether the economy expanded in the manufacturing and services sector and some geographies with how much of a benefit the consumer actually got from lower oil. >> back to session highs now. up almost 300 on the dow. 2060. we were below 2000 seems like a few hours ago. we are going to get more chop

this year. i guess you agree. >> i think so. and i think the down days are the startling reminder how quickly sentiment can change. it's great to see it come bachblgt changes everybody's mood but look aggregate long-term valuation parameters, we're way above. and at some point it is going snap back, unless it is different this time. and the good news, even some of the bearing saying we have a little farther to go before the big crash. so hopefully that is true. >> would you say sentiment on the whole, risk is off. >> on the whole look how was it came back.

-- gradually maturing and coming to ean end. the big change with yahoo, google -- overall dwre yes the core business is maturing. youtube in great shape. but no way they can replace that profitability. the call seems reasonable. >> this has been a tough long stock in a sense investors

haven't been very vocal about what they want to see google do or see how they invest in the company or return to shareholders. but even apple wasn't immune to that. are we reaching a point where google -- >> that's it. it all comes down to whether the stock does. stocks going up, nobody cares. invest in whatever you want. glasses, who cares. but if the stock tanks and stays down you see people get vocal. one of the interesting thing about google is the founders have complete control. it is another series of stocks, the same thing as facebook. so you can make a lot of noise. but you have no real power to change anything. unlike yahoo which is different situation. >> and under activist pressure yet again from starboard. is there anything google needs to do to spark more valuation. >> i think they are doing the exactly right thing. they are investing very aggressively. this they were to show you the

margins in the search business the profitability would be staggering. so they are investing heavily in a lot of other things. it's just they are not ready to take up the mantle of driving profit growth and it may be a while. >> kramers ice line the difference between facebook and google is zuckerberg is buying investing in profits google is investing in wonders, in his view. >> good point. >> is that misguided. >> with the exception of youtube. everything had been saying for years the in trouble and it's going move. it has not started until now but youtube is coming into its own as the business. that is going to growth engine, no question about it. but the search business is still where the profitability is. >> can youtube be as big as search? we talked about the erosion of dominance in market share. still has 75% market share. so maybe the demise of the google is exaggerated but.

>> i don't think youtube will ever be as profitable. that is that area where google has the natural monopoly. youtube is close but facebook is getting into that game. the i don't think they will own it in the same way but it can be a huge business. >> let's mention the dow now officially up 300 points and s&p at 2060 does in fact catch up with the dough goiw going into black for 2015. a stunning couple of days here. as jim said this morning, where are all these people that had to get out not the first three days and beginning to bemoan three secondive down days and look at history and what that means. but there has been a turn. and whether it's central bank driven or stocks like chipotle proven comps for december, who knows. maybe it's algorithmic. maybet' about the hundred day. >> maybe it is just about the trend that continued all through

last year in spite of the valuation concerns i've mentioned. we've come over the russia concerns a i few weeks ago. but again stepping back from day to day and week to weekic valuation are very stretched if we do get a correction nobody should be surprised. >> you are nothing if not consistent henry. we have some breaking news on apple. josh lipton life with some details. >> morning carl. it was a record-breaking year for apple's app store. just now reporting that in 2014, billings rose 50% and apps generated over $10 billion in revenue for developers. that means now to date app store developers have now earned $25 billion from the sale of apps and games. apple says the strong momentum is also continuing here in the new year. the first week of january set a new record, with customer spending nearly half a billion

dollars on apps and in app purchases and new year's day marked the single biggest day ever in app store sales history. apple launched had app store in 2008. now there is really an entire industry dedicated to just designing and developing apps. apple says that in the last six year the i os eco system has helped create some 627,000 jobs in the u.s. alone. and the app store is a big battle ground between apple and google. according to app annie, google play downloads were about 60% higher than ios app store downloads in the third quarter. but ios retained a strong lead in app store revenue. in the third quarter ios was about 60% higher than google play. app annie says at least part of that difference can be explained by apple's premium products. consumers if they can afford an

iphone they can probably afford to spend more on apps. the istore now offers more than 1.4 million apps in 24 categories including games, social network, health and fitness among others. carl back to you. >> good stuff josh. not only do they have google on the ropes, apple announces new records and samsung is warning revenue and operating profits down sharply over. revenue down about 12. net down about 7. and that was better than some were expecting. it is just incredible how they have two big competitors on the ropes. >> if you step back from what's going on a few years apple made the decision to stick with the small iphone, left the door open. samsung came in with a bigger one and suddenly grabbed a huge percentage of market share. apple gave them two years of runway. their profits exploded. now apple has come in with the bigger iphone and now they are exploding as a result and it's

why their stock has come roaring back. buts soming is a very diversified company. they are anniversarying this. they make chips. chips are starting to go into everything. one message from ces this week is everything is going to be connected and have samsung is selling a lot of chips and gadgets. very diversified. the other thing at samsung is within china and other markets they are getting hammered by really good high quality, super low priced phones like xiaomi and others. >> to have the bigger phone coming out at the same time as apple pay and potentially a revamp streaming service you just wonder if the storm is perfect for apple at this point, or if samsung really can come back and start to change it on its own turf. >> samsung, effective go back a couple years and we've now wiped out the huge open field when they had the phone nobody else had. and now they are back to that level of the profitability.

and again they are diversified in the chip side. middle range products that apple is barely touching, even with the cheaper phones. they will continue to sell those and they are trying to build their own eco system. >> were you intrigued when apple does down 6, 7 days in a row? >> intrigued? i'm hanging on. i got in when everybody -- i was, you know, occasionally make a decent call. take a good risk. bought apple and still hanging on. the big concern for me though is it is going to be a colossal quarter or two from the iphone 6 where they have the secret price increase that is going to drop the bottom line. but what comes after? the watch, apple pay, everything else, the apps. those are all tiny in comparison to the profit boom. i'm worried as we get out later in the year what is going to drive profitability beyond that. >> i almost imagine the downgrade you might have given them back in the day based on these set of circumstances because that's what a lot of them have been based on. great products might do really

well -- >> but here is the thing. compared to back in the day. we're talking about a stock trading at 17 times earnings. earnings not revenue. this is why i hung on through this. i thought maybe a couple months ago was the time. still only 17 times earnings. ultimately it trades lower probably. but still not incredibly expensive stock. >> apple is o too folks focused on a foot in front of it rather than a mile in front t it. too many updates. maybe it is losing in software. you don't buy that. >> no. i don't think so. the word microsoft was invoked by some. are we headed down this road and everyone jumped on this and said oh my goodness even the fan boys are the complaining. but immediately oh it's much better than anything else out there. o at lof people feel apple should go back to just working.

but it still great. >> a lot of work with henry in the past hour. starboard expressing concern urging yahoo to make some kind of deal with aol. speaking of the yahoo one top vc and early uber investor has said firing marissa mayer would be a huge mistake. dow up 292 now. "squawk alley" continues in a moment.

first i'm a contributor to yahoo. happy to work for them. but i would say, look there are good ideas in the letter being espoused. i don't think it makes sense for. >> caller: to be buying a the cable network that kind of thick. so they are trying to shoot that down. but the idea that you have to improve profitability at this stage of the yahoo's growth. what they are trying to do is invest back into the company in areas where they feel it can fuel future growth. you can't wave a wand and fix a company that was in that state in a year or two. it is just not going to happen. so you have to invest. so this is where i get frustrated with the reality of

being a public company. is someone will grab a small piece of the company like starboard and start waving that big club at you threatening -- >> do you think they should -- >> no i don't think. it's too big. but what starboard is recommending which is effectively take this huge chunk of money and get rid of them and focus on the core business. it will isolate and it will show and everybody expose the light of day. that is good. focus is good for discipline. i makes sense. >> what is wrong with the art these platforms are the technologically mature buying content is a hit or miss game. give me the money back do you see anything yowrong with that. >> yeah. there are two ways to doismt yahoo is done. break up the cash get something else. that's fine. or you can say this company still reaches a billion people moo month. it's staggeringly huge worldwide. still generates a lot of cash even though they are investing

heavily and you now are rebuilding a ceo and team that have shown they can take you forward and they are adapting and learning. give them a little bit of time the same way apple had a little bit of time when steve jobs came back in 1997. behavior the exawhatever the ex year. took him a while to turn things around. it is going take him here. >> just put book on marissa mayer that she had considered buying scripts or possibly another cable network. there was a lot of the handling over was she discussing that. how involved were they. do you have any sense of that? >> i do not know. i'm not in the boardroom to talk about things like that strategically, given the importance of video going forward. how tv is changing. you would be an idiot not to talk about it but that is very different from actually going out and doing it and maybe that is the really poichbt the

starboard letter. we want to weigh in here. if you think about this seriously we're going to start shaking the stick at you. and again i have that problem with the idea that the company should be broken up and distribute the cash. if you want cash a lot of other places to fine it. >> and -- >> i've been a shareholder for yahoo for a long long time. through the downs and ups. it's been a good stock. it's hard cob just furious about how you have been treated as the shareder the last few years. >> we'll have more on the other side of the break. when "squawk alley" comes back the man hunt canontinues for the responsible for yesterday easter risk attack in paris. we'll get ab update from a former field offer every officer in the cio next.

france's prime minister warning this morning that as long as militants could strike again as the man hunt continues for the two suspects wanted in connection with yesterday's deadly charlie hebdo shooting. converging on an area northeast

of paris after a possible sighting at a gas station in the region. for more on the intelligence community's response should be we're joined by cia commander gary burnston. good morning. >> good morning. >> at the stage of the investigation right now one of the suspects -- all of the suspects are known to police. s released publicly and now there is a hunt in northeast paris. what happens now? >> first off the police are going to want to ascertain is this a conspiracy of three? or was it a conspiracy of a dozen people that were involved. from the film footage you could see they could shoot move and communicate together. and you can learn that in a short period of time. but what was the communications like? did they use their own cell phones? did they have cleaned cell phones? can you ascertain the location

prior to the attack by other footage in the area? there are a lot of these types of the things. theres a an exfiltration plan. we won't know for some time whether these guys were really professionals or just something done by this group. they are islamic jihadist terrorists but what we don't know is was there really senior operatives in that organization al qaeda or isis or anybody managing this operation that would cause us to believe there's been a quantum leap in level of attacks on the west. >> the attack's been described as atypical in the washington post this morning but then other parallels being drawn to perhaps the boston marathon bombing. two brothers acting together. we still don't know if there are other forces at work as well, potentially with al qaeda influence. do you think it is fair to draw the parallel? and if so which would you draw? >> as the little early now.

the attacks in mumbai had multiple people and active shooters. a detonation of a device in boston but i think the model we have to be most concerned about in the u.s. going forward and when we look at the american side is the whole issue of the active shooters and that requires police departments and the first police responders to go at these people right away and not wait for swat forces to arrive. because people showing up with assault style weapons can do horrendous damage. so you have to get people up and in and confronting these people right away. i look to the mumbai model as opposed to boston but let's see if there is a greater conspiracy here. and we got to see again, cell phone records, credit card records. all these things we have to piece together do get a better feel for the level of sophistication and attack. i wouldn't judge it just by the initial shooting. because people can learn that very very fast. it is the other trade craft issues that really define whether this is a high, high level of skill involved here.

>> gary, finally, it's created a conversation about just how heavily we should fortify news room, hotel, offices. do we need to rethink that or europe? >> we are at war with these people right now. we need to rethink a lot of things. and just because we have the first amendment here protection freedom of speech doesn't mean they are not going to attack us. they are going to attack us. these people are not acting upon the basic norms agreed upon in civil society. they are violating all these things. so if you better expect if you are speaking against them you better have some level of security. your country can't protect every square meter of society 24 hours a day. they know this. >> big questions being asked in the wake of a trangic situation. gary we appreciate your time this morning. >> pleasure. >> gary bernstein. also the author of the best

seller jaw breaker the attack on bin laden and al qaeda. . in the meantime to i don't know john in d.c. >> barbara boxer has announced sle not seek reelection in 2016. big news. she announced it in a video release and interview with her grandson whose a rodham, as in hillary rodham clintonen. so that was an interesting way in announcing this. we have to look now who the potential candidates. and on the republican side we've got to see. they have not had a strong political bench. mega whitman and the carly feen rinne have both been candidates,

unsuccessful in recent years. republicans nooep need someone who can self finance and you can't look past the possibility of the neil kashkari. a friend of cnbc. we've had him on many times and served in the treasury department in the financial crisis. he lost to jerry brown in the most recent governor's race. >> first time in a long time california has an open senate seat. that will be interesting to watch. thank you. henry good seeing you. thanks for lighting up the phones as we like to say. henry blodget of business insider. markets rallying. what do things look like overseas. >> this is a very strong rally. if you check the figures it is almost 4% now in france. well over 3, 3 and a half percent in germany. a solid rally. they are picking up on what happened yesterday afternoon here and rallying follow through

today. it is if first business thursday of the month you might except a central bank meeting. but they have changed it. there is a huge conversation and discussion about qe, about draghi making more suggestions that sovereign qe might be on the way. it is one reason the euro is lower. 1.18 as you can see more people piling into the forecasted parity by the end of the year. forecast of orders down month to month. a lot of people are talking about. j.p. morgan says if you look underlying track they are much more positive. greece is still in focus in advance of the january 25th election. yesterday in london, merkel suggested she had no doubts whatsoever greece would be brought to successful conclusion and that opened people to a lot of hope that the berlin would be open to debt relief at the january 25th election. however today we've focused back on the banks.

in particular on local reports that there may have been outflows of 3 billion euros over the last couple of months from some of these banks from the depositor base and moodies suggesting the liquidity scenario is going to worst. the deposit base is not strong and the market will ultimately dry up. some of of these have been hit quite badly today. can ecb suggesting the waiver on strict or collateral rules is part of the ball out and will expire if they don't do a new deal at the end of february. very technical. tesco up 15% today. the ceo announcing how they are going to reinvigorate the huge retail change. they are going to basically limit their costs to about or cut overheads by 30%. close about 43 stores and take capital expenditure from 2 billion this year to 1 billion next.

>> simon, thank you very much. when we come back, take a look at the markets here. dow is up 288. pretty good action all around. this will be the dow's best day since december 18th. although if we're up more than 421 which it was on that day we'll have to go back on the calendar. isn't the only return i'm looking forward to. for some, every dollar is earned with sweat, sacrifice, courage. which is why usaa is honored to help our members with everything from investing for retirement to saving for college. our commitment to current and former military members and their families is without equal. start investing with as little as fifty dollars.

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welcome back to "squawk alley." if you are just joining us, pretty good market action across the board. dow up 28 6 points. back in the black nor 2015. s&p right an that level. oil is on the level. >> this is a very powerful rally carl. it is very broad based. i want to show you the s&p 500. we were at 1992, two days ago. this as five day chart here. we're now 2058, that 3 and a half percent move. the most important catalyst, stability in oil is number one the last two days. west texas has been inspect the 47, 48 range and the ten year note, in general, stability. the yields have stopped dropping so dramatically. and when i say as the broad rally it is unusual to see very

large parts of the s&p 500 up 2% or more here. material, technology and energy yes they have been beaten up but all up closes to 2%. that as blood rally. other fundamental factors have been a grade serious ofes. all better than expected numbers. even those that didn't raise guidance generally had good numbers barnes & nobles. pier one was up. urban outfitters. this is a great story. it is the other side of the low gas story and the better jobs story. and it is great that we're finally hearing that kind of story here and raising combines. there are non fundamental reasons we've been get this is rally. suddenly the s&p futures moved 15 points. i said what the heck happened. everybody is talking about charles evans who is now a voting member of the fomc.

and he has said the fed should be in no hurry to raise rates. he's been saying this a long time but now he's a voting member and everybody believes that was the fundamental reason for the 15 point move. finally we've seen heavy volume in emerging market etfs. turkey china and india ra seeing significant volume as well as movement on upside. kayla back to you. >> thanks bob pisani. we should note the nasdaq within just about eight points of being positive for the year. the rest of the hour joining us is john steinberg. within tech, semi conductors, the biggest movesation henry mentioned earlier ces mentioned everything will have a chip in it soon. the entire dow is positive. only two dozen members of the s&p are positive. >> all the tech names i look at are mostly in the green. some for reasons specific to them or outlying.

aol up 4 hnt.76%. apple is up almost 3%. app store revenues came in at record highs and things like that as well. google is the only one that's flat that really keeps going back and forth between positive and negative. because the sentiment the idea that growth is tapped out. stack flat for a year. search not growing like it used to is really the outlier. and gopro is down close to 4% that. could be because of the ces and we're seeing so much competition the idea they are going to be commodified by players. that is the story today i think. >> do you think there is real competition for goep? >> i think you said it earlier today. tremendous kmodification going on right now. and anything doing anything related to the piece of hardware wear other than apple the sentiment is turning against

right. >> now over the last few dares the s&p is almost exactly flat. >> it's oscillation between, you know, being terrified and thinking things are noib not as terrifying as they used to again. request absolutely. >> google, that is a good example of this idea that you might be the hot thing one day and the maturing core business store the next day. argues the best days for shares are behind the company. makes sense to you. >> what makes sense to me is search is not growing like it used to. quarter of quarter in google. they are trying to make moves in display. and trying to make youtube into the a power house. but nothing like the growth they used to see in search. maybe the spectacular growth is behind you but i don't think you are seeing a loss of ownership of online. i just think the growth might not be there. >> david zaslav about media.

there was fear of a secular shift in advertising. >> i watched him speak gerar yesterday. to hear him say tv is still the best bang for the buck. and talking down online. i think there is almost no difference anymore between digital companies and television companies. the fact you have a television company not strong in digitel and digital not doing television is very odd. why are they are digit and notc. >> and doesn't care where people sees the content. just wants to see them. >> moon ves's comment -- >> and echoed those comment this is morning on squawk books. cvs, too many warner fit likes the puzzle piece. >> would be a strong digital company with no video. no tv apps coming together.

right now everybody is buying video advertising regardless of where it is. >> television these days is now a state of mind. it really is in your head. whether you think you are watching tv, kwoept unquote or not. >> and all the companies need over come the cultural challenges and integration complexities that are emerging but everyone is one-half of puzzle piece i think at this point. >> job hn is here for the half hour. with markets in rally mode, one silicon valley investor who got in early on uber and tumblr will join us. >> a bit of a post parade on yesterday's smaller than expected trade deficit. and upgrade for recalls gdp higher. maybe it's not necessarily a good thing. we're going talk to charlie evans on the chicago fed after we bump the traders and last but not least, mario draghi and the ecb, all of the break.

coming up, bulls versus bears. is the six year run nearing an end? or just sbentering its next pha? a new low for google and one firm wondering whether the best days are behind the kacompany. do our traders agree? and joe terranova lays it his 2015 picks.

>> can't wait skok scott. thanks so much. to the cme in chicago and rick santelli. >> hi. today is an interesting day. so many moving parts to the marketplace. as for the market, you know, yesterday we talked about how the day before we came close to filling that gap down to that 186 and tens from october 15th. yields of course. and things really did change. we saw flatteners coming off, more sellers in the long end as they took the trades off. to reverse a flattener what you end up doing is buying the short end, selling the long end. which is a steepenering but it is a lick daquidation trade. but let's start at the beginning. a postmortem on the trade deficit. normally when it moves down everybody celebrates as well they should. because it usually means beneath the surface whatever gdp number you have is going to potentially get better.

no difference here. you remember steve leisman talking about how the estimates are growing. but the problem is there are a lot of ways to lessen the trade deficit and the combination of what happened yesterday isn't the good way. we went to 39 billion. that is the smallest since december of last year. 2013. sorry. a little longer. but the 42.4 billion in october made it interesting. here is why it really wasn't great. both exports and imports were down. on the export side that makes sense. stronger dollar. see, it is usually not the stronger dollar. it is usually sometimes the weaker dollar brings down your trade deficits so less exports because ours are a little too expensive which may be the reason with regard to race to the bottom on kushss but the imports, maybe of course that is energy related or the aftermath or downward pricing but either way you slice it that is about

the good way to increase gdp. second issue, european central bank may on the 22nd do wild things but there are several stories and i'm going to put one from reuters. the ecb governing council stands ready to take unconventional measures if needed which could include buying government --. in letter to the european union lawmaker. so this is has been the big story today and i indeed it came out around 10:30 eastern. and if you look at the following charts, whether euro versus the dollar or the bund or our tens they all moves in the fashion that made sense. and something happened last night that started all this in motion. right here in charlie evans from the federal reserve in chicago. raising rates would be a catastrophe he said. if that is true look for a whole lot more steepening of the u.s., twos, fives, tens and thirties yield curve. back to you.

>> thanks rick in chicago. with the markets in break even territory for the year we're still waiting on the nasdaq. just a few points a way i what's going on. >> we're going to watch the number 4736. that is the break even for the nasdaq composite. but right now it is really moving higher and on a percentage basis it is really all about the big caps today. the nasdaq 100 is the best performer. small caps are coming back up there with the russell. but apple of course is the real reason when you look at the big caps. that is moving higher. apple making a run on 250 day moving average. trading below that since the beginning of the year. the number to watch, 111.89. if it can get past that level of resistance then it moves back up into a more sort of positive technical territory. of course the news on apple today, the record app business, it seems to be going strong and

a number of folks will be looking to see what their iphone sales will be like for the quarter when they report. tech overall strong. we've got chips strong today. and even the stocks that were downgraded today kind of mixed report there. trip adviser is up. downgrading google, priceline and trip advisers. trip advisor is defieg the downgrade. >> when e come back and uber investor arguing activists like today's letter from star board are the reason top tech companies are staying private longer. do i take metamucil everyday? because it helps me skip the bad stuff. i'm good. that's what i like to call, the meta effect. 4-in-1 multi-health metamucil now clinically proven to help you feel less hungry between meals. experience the meta effect

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two recently em battled ceo, marissa mayer and dick costolo and two arguments it would be a huge mistake to fire them. from angel investor. jason who joins us from san francisco. good to see you. >> thanks for having me. >> i want to start with marissa mayer since we saw the letter if starboard which argued not necessarily to fire her but more to take certain strategic actions its laid out in the past. why are you defending mayer.

>> my original piece i wrote was about the "new york times" article which was basically a hit piece saying marissa was failing and that she should be fired. these companies when you are trying to do a turn around it is going take seven, eight, nine, ten years and in order to have them grow and have a transformation you are doing two things. imagining a core business in decline. in this case display advertising. in aol's case it was the dial up business. and then trying to grow another business. and she is going to have to buy that other business in the same way google bought applied semantics which came ad words and google bought android and youtube. she is going to have to spend years and probably 20 billion dollars trying to find her youtube. and the piece was if you read it a little bit sexist and a bit bizarre to read as someone in the industry because it showed essentially these activist

investors are not acting in good faith really these businesses are e extremely hard to just stabilize. and if you were talented in silicon valley to go to work for yahoo, you would have been laughed at by your peers. she made it a place people want to go work. that alone is a tremendous success. >> you said it was embarrassing for the times to have published this. you call the authors morns. do you disagree with a notion that it is settle to a tech market of the middle age. >> this is a business insider journalist. so the henry blodget is a friend. but the truth is they write pieces to get pages, not to pursue the truth so it's embarrassing for the "new york times" to buy into that. in the piece she said she was try to be steve jobs. because she quotes steve jobs.

everybody in the valley quotes him every day that. alone should not with tbe the cause of a huge feature article. yahoo has the display business which is going to trend down or sideways. if it was me i would be all in on video. they could make a very high quality youtube co-exister. they are not going to beat youtube but that is where i would put my money. and that's why what the tumblr acquisition was about. i think that is what your going to see next year and content is really what yahoo has been about. and i think marissa is starting to dip her toe with the katy koric signing. i think that is a bad signing. i think katie couric is a awesome but. >> sure. >> we're getting more. so we're going to see how this

ends up going. video and media on twitter will be super nova. so well get that the next time we have on you. we appreciate your time this morning. >> my pleasure. >> angel investor. >> shares of gopro slipping this morning in the midst of an across the board rally. we'll talk about why in a moment. nt, thinking about peopl? why are we so committed to keeping you connected? peopl? why combine performance with efficiency? why innovate for a future without accidents? why do any of it? why do all of it? because if it matters to you, it's everything to us. the xc60 crossover. from volvo. lease the well-equipped volvo xc60 today. visit your local volvo showroom for details. so if you get a trade idea about, say, organic food stocks, schwab can help. with a trading specialist just a tap away. what's on your mind, lisa? i'd like to talk about a trade idea.

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snie think you might see smaller percentage of sales relative to overall business in the united states but growth overall should be very healthy internationally in 2015. i don't think we have any concern about that. >> nick woodman talking with us at ces in las vegas yesterday. expecting more traction in europe. get past all the secondaries share price doesn't blink. >> after he made that comment. the cfo said international expansion would take longer than anticipated because they would go to more of a direct model and that's what it's hitting the stock right zb. >> i they seem to be in direct conflict right now. >> you always say growth is good

but then specifics. >> ballmer, the clippers owner dancing to fergie. >> we needed that on a week like this. let's get over the wapner and the half. >> joe terranova, josh brown, pete and jon najarian are the co-founders of option monster. dan greenhouse with us. btig's chief global strategist. and larry altman joins ounce the telephone today. our game plan, looks like this. halftime portfolio, your 2014 champ laying out