lot of those folks as well sam landy of umh properties. again, they are new jersey based. up more than 60 pores this year as demands for anything housing had been going through the roof. that does it for "the exchange," everybody thank for your time. stay right there "power lunch" picks things up right now. >> welcome, everybody, to "power lunch. kelly, we will see you in just a couple of seconds. on a busy hour, mid day, mid week as we round the bend to the of the end of the week a health care power player will join us. the ceo of cvs is here, hiking its dividend and buyback for the first time since 2017. i eyeing a push po primary care now as part of its growth strategy it is not just a drugstore company. it's health care company now. the race to $3 trillion. apple on the verge of shattering records. it's a growth stock, it's a

safety play, it's navigating business in china. so the question is, has apple become a never sell holding. and our driver's manual segment is back with a focus on one of the hottest sectors this year, the auto parts retailers can the big returns extend into 2022 we will ask and get answers. kelly. >> one of the most exciting areas of the market. anything autos these days. let's check on the the broader markets. the dow is trying to make it four days in a row it went into the green at the close yesterday. here up 77 points. only turned positive two hours ago. the s&p down 12. the nasdaq down 1% or 172. biggest gainer on the s&p is dom chu's favorite, hormel, reporting double digit sales growth in every signaturement. pricing power has been a theme to watch, reassuring investors about that the stock up 5.5%.

lucid shares are lower after the company proposed a $1.7 billion convertible senior note offering shares down 14% in the market. pressure across the whole space with workhorse, lordstown, risker down 3 to 5%. >> thank you kelly our next guest is getting hig portfolio ready for next year and says some of 2021's laggards will turn into 2022's leaders. jason wear is partner and cio of al beion group you have identified half a dozen stocks that haven't performed particularly well today, some are up several, or down, like disney, pfizer, and visa what were their problems this year why do you think this group are poised to turn around next year. >> what will the catalyst be i realize they are probably individual to each company. >> they are individual to each company. but that's an important

question i think one of the themes you can cut across all of them that the businesses performed well this year but the stocks underperformed on the relative bases. disney the most notable, down 15%, amazon and starbucks up close to 8%. what we are seeing across the companies are unique concerns in different ways starbucks and concerns about cost inflation, growth in china, supply chain concerns. whether it is the established fintech players like visa, fiserv, and paypal these have all had overhangs on the businesses that lowered expectations for growth rates. but we think these are still business you can own and stocks that will play catchup over the next yearer two as some of the concerns roll off and theises about do fine. >> let's pick a couple of these companies apart and zero in on what you think may turn in their

favor next year. let's start with disney. i assume that part of the thesis would be that worries over virus variants is going to recede and companies -- people are going to come back to the parks >> that's right, tyler i think the concerns over omicron and another economic shutdown are certainly overdone. we have seen news that has krokrop -- corroborated that. disney is underappreciated on wall street. it is underowned we need to look at the stock since march and look at the prior months to that, the five months going into march. the stock had gone up 75% once we got early news that vaccines were going to work last fall then we saw amazing growth with regards to disney+ it pushed the stock up dramatically we have had some consolidation since thence in part because of delta invex asks comb kron into 2022 we expect people to come out in earnest. we think the parks will

overperform the street estimates and we think there is a move up in the stock based to an stable disney+ business and a growing parks and resorts business. >> let's look at starbucks here, a couple of things one would be commodity costs the price of coffee has gone up. >> right. >> i assume they pass much of that through to their customers. there is also china, which is a questionable area, i suppose, for any company these days what do you see being the catalyst there that could turn starbucks upward more? and today of course we are seeing labor activism in buffalo and elsewhere. >> right two things that we like about starbucks as we look out over the next year or so. one, as you noted, they are raising prices across the men uchl given their brond loyalty we believe the price increases will be sticky meanwhile our expectation is the cost inflation abats in 2022 and beyond and that will result in margins being driven higher.

meanwhile it is a reopening story and a mark share story a number of coffee places closed during the middle of the pandemic and starbucks has picked up traffic. it is only up 8% today when you value it to mcdonald's which we think is a reasonable comparison it has a $60 billion lower market but they do $7 billion a year had higher sales of the sales doubled over the last decade and mcdonald's stagnated. we think it is a relative value play, a high consumer growth story within that space. >> we have talked individual stocks let's talk market broadly quickly, what kind of 2022 are you looking for. >> the setup looks good going into 2022 foorz the economy is concerned. i think the markets had a big move off of the bottom so maybe you need to restrain your expectations for returns going into 2022 but the setup looks okay we are going to see volatility

due to the fed accelerating taper and questions around inflation and interest rates nevertheless the direction for the economy and profits look good which means stocks should do okay. >> jason, we appreciate your time, as always. americans aren't letting the omicron variant stop them from going shopping, from treeing, from attending concerts it could have implications for stocks and the economy steve liesman joins with us the res results. >> good news for retailers as the holiday shopping season swings into high gear here americans are showing dramatically less concern about venturing out and ready to return to mall the cnbc all america economic survey finds that the percentage of americans who were worried about doing things like going to the mall riding on airps or visitingbig city has fallen in some cases by half compared to last christmas there is a 26 point drop about those worried about going to large events like concerts

a year ago 36% said they were concerned about going to the mall that has fallen to 23. good news for small business owners, the percentage of americans worried about going to your establishments remains the smallest of them all the survey of 800 americans taken december 1 through december 4 it should incorporate attitudes about the omicron variant. better news here, while people are concerned about inflation and down beat on the overall economy, holiday spending plans are up 13% compared to last year at $1,004, it is the highest we have seen in three years still half of americans say they are going to do a lot of their shopping online. that's down from last year but still above the 2019 level we will see how much of that endures if we ever get back to normal the survey found that in almost every single category, those who were vaccinated are still more relukt acht to venture out than the unvaccinated. >> it seems like everything also has a political tint to it these

days do the survey results reflect that >> yeah, for sure when it comes to venturing out first of all, democratic -- a larger percentage of democrats are vaccinated than republicans with of course independents as they always are, in the middle take a look. you can see that when it comes to doing things like going to the mall or venturing out overall, democrats are more concerned than republicans by about double they are less concerned than they were a year ago but still more concerned than republicans overall,cally. >> tyler steve, thank you very much steve liesman, we appreciate it. ty >> alrighty. coming up, a "power lunch" exclusive with the ceo of cvs. the stock moving higher on an upbeat outlook and growth that includes an expansion beyond drugstores. jp morgan says he cannon will shine again in 2022 does our trading nation team

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welcome back to "power lunch," everybody. shares of cvs health climbing today on the back of bullish comments coming out of its analyst day. the company saying sales will accelerate had in the year ahead, boosted its forecast, will resume share buybacks and

increase its dividend. it is the first time it has increased the dividend and resumed buyback shares since 2003 >> karen lynch thank you for joining us you talked a lot today about how cvs is really going to focus on primary care how much did the covid pandemic really lead to this major shift? >> hi, it is nice to be with you. you know, the pandemic really played an instrumental role in how we thought about meeting consumers where they need to be met. if there is one thing we learned throughout the pandemic, people changed the way they accessed care they were accessing it virtually. they were accessing it in the communities, in our cvs locations, and obviously, dramatic changes in digital. so as we thought about the care delivery -- and remember, we haven't doing primary care

services for many years, we have been doing episodic care, we moved into chronic care management this is a natural extension for our overall strategy the deliver care in the communities while at the same time being in the home and delivering it virtually. >> one of the things you really want to do is bring in doctors, because a lot of your clinics have more physician assist apartments or nurse practitioners. and there is such competition for doctors now. you are not the only ones wanting to do this value-based primary care how are you going to be able to bring in enough doctors when you are competing with private equity big up practices, hospitals, and even some of your insurance competitors? >> we were very clear in our strategy today that we really need to look at this from a partnership or an acquisition. as we think about expanding into primary care we will be doing it through relationships with providers that exist today or potentially doing an acquisition. >> that's one of the things that

some investors were concerned about, because you just relaunched your buybacks, and you know, giving back money to shareholders what kind of an acquisition do you think you would make how would that impact that dividend and share repurchase? >> we are committed to dividend. er with very clear today that we will be increasing our dividend. we will continue to increase it starting in 2022 we specifically did a share repurchase program and are committed initially to offset dilution and then we will continue the lock for alternatives for capital deployment we said today we don't do a big acquisition. we will do something that financially makes sense. and our cfo was very clear about that that would make financial sense to us. if it didn't, then we wouldn't do it. >> i want to shift and talk about the retail aspect these days you are going to be closing 900

stores at the same time, we are in a situation where we are seeing a lot of stoshs -- frankly when i go to my corner cvs there are a lot of things that are now behind a locked -- lock and key. oftentimes there are some supply chain issues how are you handling all of that, the theft, risk, and supply chain problems? >> that's a really good question let me start with the 900 stores we did an extensive evaluation to really dedense phi where we were across the united states. so after we complete the reduction of those 900 stores, 85% of americans will still live within ten miles of a cvs location relative to your point about theft, this is an organized theft problem. it has been ongoing. you are seeing a lot it most recently with these grab-and-go

kinds of activities. we are working extremely closely with attorney generals across the country in various states. and we are also working very closely with congress to go after these organized crime -- you know, they are criminals and it is impacting our stores you know -- >> is it impacting our bottom line >> not substantially, not materially when we are seeing is that we have to go after -- what they are doing is taking our products off the shelf and putting them on line. we need to go after that. >> are you getting cooperation from some of those online platforms? >> we are getting cooperation. we are having those conversations. we are getting cooperation with the amount of g.s. we are getting cooperation as you saw, congress was making a real push at this today. >> karen lynch, thank you for joining us really appreciate it >> thank you, bertha >> kelly, we will throw it back to you. >> thank you bertha, thanks to karen lynch as well. tyler and i were saying we can see the transformation of cvs

before our eyes. >> absolutely, the one i frequent in a town in new jersey has become the footprint of the health care is much bigger in the store. >> where i have gotten flu shots and boosters -- it is now the first place i think of for all of that. apple flirts with a $3 trillion valuation and changes in the sky from american trimming international flits to a low cost carrier trying to increase its share, fill lebeau is all over the story. >> hello to you from anchorage, alaska why would you go to alaska because you have to do a layover here on the way to asia. one start-up thinks that's a good idea. we will tell you why when "power lunch" returns your strategic advantage.

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your record label is taking off. but so is your sound engineer. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire welcome back i'm rahel solomon. here's your cnbc news update at this hour. within the last half hour, president biden began a call

with you the ukrainian president as part of an effort to demonstrate support for the country as thousands of russian troops gather near its border. biden warned vladimir putin that the u.s. and allies will respond if these troops go into ukraine. 14 republicans voted with democrats to raise the debt limit. if the debt limit is not increased the u.s. will default on its debt for the first time ever. liz cheney says that the january 6th committee's investigation is firing on all cinders. the vice chair of the panel tweeted it has met with more than 300 witnesses including what she described as four key figures today. the international olympic committee says boxing and weightlifting could be dropped from the 2028 olympics in los angeles if their bodies don't move decisively to stamp out

corruption and doping. delays in boeing's production of its dreamliner forcing american to reduce its international flights next summer let's get to phil lebeau now with the details on this and more hey, phil? >> hey, tyler, this announcement from american airlines came out after a report in the "wall street journal" detailing how delays in the manufacture of the dreamliner that were scheduled will be affecting flights in 2022 americans will be dropping service to edinburgh, scottnd la, reducing schedules maybe to beijing, sidney, those destinations in asia the american airlines shares are trading lower. for boeing, it has been since

the ends of may they have not been able to deliver the dreamliners because the faa hasn't signed off on the inspection process for dreamliners before they can be delivered. that's the impact for boeing and american today mean meanwhile, all the airline stocks are lower now, when you look at this list of airline stocks, keep in mind southwest is specific to southwest. they had an investor day negative comments from a couple of analysts, in fact a downgrade from i believe jefferies saying we are not crazy about outlook that southwest presented to us so all around not a great day for the airline stocks though you do see alaska in the green. >> i he in we didn't send you to anchorage to report about american which is based in our hometown of chicago. you are there because a new airline wants to make inroads into trans-pacific routes. tell us about that. >> yes i am also here for the weather we are talking about northern pacific airways which is a new start-up airline they are planning on starting service in the fall of next year

look at the intended routes northern pacific intends to fly. it will be a low cost airline from north america to asia the catch is you do a layover here in anchorage. whether it is san francisco, l.a., orlando, new york city, you stop here in anchorage you may do a connecting flight after a couple of hours or you can spend a couple of days here, which then you go on to tokyo, seoul, and other destinations. the question is -- covid-19 has really hit trans-pacific hard. those flights are lower and lower and lower in terms of demand we talked to the ceo of northern pacific. he believes that, yeah, it's a challenging time, but this is still a part is move. >> it won't be perfect and we might have to slide the date a little bit but we are fairly confident because of the long lead time to start an international long haul airline that the world will be in a different place by the time we are ready to go. >> again, they plan to start in

the fall of next year with layovers here in anchorage kelly, become to you. >> really need idea. a reminder how beautiful it can be, all of that snow it is dark, too. phil, thank you so much. we appreciate it. >> it isdaylight the sun just came up here. >> no, like tyler said, happy hour must start at 1 p.m. in that part of the world. still ahead on "power lunch," the auto parts market is red hot. will it continue into next year. >> our driver's manual suggment looks at which names will continue higher. bitcoin right now tumbling to lows of day, lows of almost the week after it rebounded from saturday's big plunge. back below $48,000 we will be back in a moment.

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welcome back, everybody. 90 minutes left in the trading day. llts' get you fully caught up on the markets. stocks, bonds, commodities, and what could be the first $3 trillion company in the u.s. we will begin with bob pisani down at the nyse bob, the dow staging a rally today. the others, not so much. >> yeah, it is a defensive rally. the problem is, how much farther can you go based on the data we have look what happened to the s&p.

yesterday we closed within three points of an historic high tech was at a new high 2% off cyclicals like energy stocks and industrials and materials. we pushed it as far as you can go you can see this in the markets today. stuff that did really well in the last couple of days, biotech, the semiconductor index, smh hit a has historic high that's not doing well. health care has done well. that's why the dow rallied it has a lot of those names. pfizer, walgreens, mcdonald's, proctor & gamble, joing. that's moving the dow forward. s&p less weighted towards that cathie wood stuff, tech stuff. total round trip for the stuff that's active. now to the bond market where

yields were dropping over the last days until a 30-year auction went off poorly. how is it looking? >> look being the same as it did before the poor auction. but we did get selling if you look at an early intraday of 30 year you can see at 1:00 eastern rates popped, they moderated a bit. 1.87 yield 30s, tens, fives, he theres, twos, they are all lower in yield for the first time this week if you look at a two-day of 30s. what is interesting is even though yields are lower in 30s it is after a selloff that pushed rates higher yesterday. it had a steepening day which is rare look at the two-day of twos, you can see what i mean. contrast that. the 30 year went up and contrast that today with the dip lower. twos messily side ways, didn't are the bump yesterday

teens minus twos, two-day steepening yesterday, flattening today. how flat is it the flattest in just about one year back to you. >> rick, thank you. now to the energy market oil closing for the day, having a big week pippa stevens has more >> oil falling today here into the close snapping a three-day winning streak and giving back yesterday's gains. this activity is tied closely to what we have learned about the omicron variant. new restrictions and new information about just how contagious it is is stoking some fears around demand. but oil also reboundeder inially ten bucks from the lows earlier this month also could be some profit taking here wt down is down 2.25% at $70.73. brent crude is about 2.1% right now. jp morgan noting today while there is this near term uncertainty each new wave has resulted in a smaller impact on mobility they see demands hitting a record high next year. despite today's losses both wti

and brent are up more than 7% for the week, on pace to snap a six-week losing stroke with the best week since august >> thank you very much now the apple, the stock hitting an yowl time high today. it could be the first company to hit a $3 trillion valuation. does the company have anything up its sleeve that could drive the next leg of growth steve levino vich joins me with chris qu case o nick, nuts and bolts, tries target on apple. >> we still there there is a lot of room to go here the valuation, you know, although you are talking about the $3 trillion valuation, it is still reasonable, 25 times, for what i think is one of the best franchises in tech remember right now apple isn't filling all the demand because

of supply constraints. they think we are going to exit the year with unfulfilled demand which drives some of that spilling into the first quarter and first half of next year. >> morgan stanley raised its pr price to $200. is it time to move in that direction, above $3 trillion >> we could see augmented reality glasses in the spring, the first iteration. years before the iphone steve jobs was asked how he grows the company. he said i wait for the next big thing. apple has 1 billion users of their product creating a revenue stream but everybody is saying what's the next big thing it appears that the car is too far off. it appears augustmented reality

is that big thing. i think we will see that next year. >> is china in any sense a threat to apple? could it be that investors say, hey, you are doing business in a country that has concentration camps, fundamentally or that china somehow tries to get back at the u.s. through apple? >> it certainly is a sensitive topic, increasingly so apple, i think, is in a pretty good position. i mean they are dependent on china. it is about 20% of their business half of the sales of ipads and some of their products there are still to new users, which stuns me my sense is they have kinds of an understanding with the chinese government apple made an investment in didiyears ago which was strange but suggests that they will put billions of dollars in various forms into china including their supply chain, and china will for the most part probably stay off their backs. it is interesting because tim cook is very much concerned

about esg and issues like that and it has to be difficult given what's going on there. but he has shareholders and i think he's doing the best he can. but i don't think apple is at substantial risk in china. >> an important point, chris, talk through the risks you see from its supply chain, even iphone sales this hello season, it could be a big number but not as high a demand as you would think. >> that's right. tim cook said they expected solid year on year growth in every category except for ipad i think they reduced some of the ipad production purposefully because the iphone share of the profits is more profitable for them certainly they are leaving something on the table with respect to the holidays. what we saw -- remember last year because of covid some of the highernd i-phones were

released late. that demand persisted into the beginning of this year i think iphone is such an important product to people. if you need a phone you are going the buy a phone. if you can't absolutely get it for christmas that's going to come into next year. there is also the 5g upgrade cycle that's ongoing that's why we got positive on the stock in the middle of 2019 is for this 5g upgrade cycle there is still a lot of room to go on that the penetration rate and the upgrade rate is still not fully there. we think that continues into the next year. and then as you go into the fall of '22 you will get a new form factor iphone and another reason to upgrade finally, if we do get some sort of a virtual reality or something like that it builds the ecosystem, right if there is a headset that would be paired with your iphone and you have to have an iphone, probably a new iphone in order to use that. i think it all goes together. >> quickly, steve, if you invest

in individual securities, is apple a cornerstone holding? almost a must-own? >> i think it probably still is. you know, the stock has outperformed sickly since mid november and will be the a bit of a bear stealth market in tech you have talked about individual stocks like docku sign being taken out and shot apple is a safe place to be. with a billion users their ability to create new products, recurring revenue streams, the multiple is high but relative to the market it is not that nuts it should be a cornerstone of a portfolio. makes it tough for portfolio managers that are active because most of them are going to be underweight apple. coming up, our continuing driver's manual series where we look at all the parts of your car and which companies make them and can profit as investments for you. today we look at where to buy the pas.rt

best bets among auto retailers when "power lunch" returns you're a one-man stitchwork master. but your staffing plan needs to go up a size. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire

time to open up our driver's

manual today we are looking at companies that sell the parts and services needed to build cars and keep them running, companies like auto zone, o'reilly, advanced auto parts and monroe brian nagle follows this part of the auto industry for oppenheimer. good to see you again. i want to start with an observation that you make, in some ways people waiting for the ev transition to play out might be thinking they want a rivian, a cyber truck, something like that, that's lengthening car ownership right now in a way that might create demand for these services, right? >> absolutely true take a step back i follow very closely the space. i have for years the demand growth in the aftermarket auto parts business is strongest i have ever seen it a confluence of factors are fuelling there it is almost like a paralysis on the part of consumers. people are saying my next car

will be an ev, i don't know which one yet. start, they are holding onto their current cars longer. >> let's talk about how the stocks could benefit they have done well in the landscape you are describing you like o'reilly, auto zone but not advanced auto parts? >> my two favorites are auto zone and o'reilly. advanced has done great work and their business has gotten stronger as well i don't think they are as quality of an operator as auto zone and o'reilly, as long as the valuations are still accommodative, i tell my clients it makes more sense in my mind to play the higher quality names. auto zone is best positioned they have an opportunity to push into the commercial business, basically their way of servicing smaller mechanics. >> out of left field, a random question, i look at the price of auto zone and the price of o'reilly, and i wonder n the old

days, those stocks would have long since split why don't stocks at those price points split anymore is it because people buy fractional shares? are their audiences different than the individual investor who might be put off by a $1,400 share price? >> i see much higher priced names. this morning we lifted our price target on auto zone to $2500 as i was writing, i thought, gee i am talking about a $2500 stock. i don't know but to a certain extent there is a view of these really high priced stocks as high quality names. obviously we see that in the tech area as well. maybe that's the fact. but i don't know why they haven't split. >> just curious. obviously, you create more

numerical stock. it doesn't change the value of the company, but you create more numbers of shares out there to be bought. >> i am curious about monroe, which is more of a service model. doesn't it if the business model of the other retailers you are only a hold on that? >> monroe is a smaller cap, and they operate service centers i am keeping a close eye on monroe there is a new ceo i have gotten to know. he's doing a nice job there. the business has lagged. for a long time now, despite a solid backdrop, we haven't seen strong results out of monroe that tells me there is something wrong, not right in the business holiday. but there is a new management team i am interested in what they can do here. it is juan we have got our eyes on. >> thanks for your time today for edition of driver's manual. crude oil down slightly today, but still up 7% for the

week up next we will look at the big oil stocks we will tell you what analysts say, and get our traders' opinions that's next. because it hasn't removed the endless mundane work we all hate. ♪ ♪ ♪ automation can solve that by taking on repetitive tasks for us. unleash your potential. uipath. reboot work. dad, we got this. we got this. we got this. we got this. we got this. yay! we got this. we got this! life is for living. we got this! let's partner for all of it.

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energy stocks leading this year. yes, you heard me right. but are the worst performers in the past month jp morgan betting they can be leaders once again in 2022, calling exxonmobil, phillips 66 and sun core energy their top pick analysts saying favorable commodity prices, baelts, favorable return plans should drive growth joining us our trading nation team nancy, what do you think of the big oil names? is it time >> i think it has been time. and there are ways to play it going toured to be sure, tyler we are overweight the group which isn't hard because it is small wading in the s&p 500. we have been playing the upstream names lining faang. i think if you own faanng it is too soon to sell but i don't think you chase it here. we also recently added to phillips, which is part of the jp morgan upgrade.

i think that makes sense for a lot of reasons the company is going through cost restructuring they seem to be turning the corner on some of the execution problems they had. and we think that the oil boone is going to continue even though omicron has impacted, you know, the headlines, every get a new f the virus it is less impact on mobility we have global daily flights 80% of march 2020 and disciplined opec and management teams. to bring supply up to levels of prepandemic takes to july of 2023 so there will be upward pressure on the price of oil and still ways to make money in this sector. >> boris, you have a thought here and the prerference is to play it through an etf why? >> you can stay long xle with a

beautiful yield. a favorite strategy is yield enhancement strategy long the xle and sell a little bit out of the money calls against it enhance the yield. i did that in the last six months and worked out beautifully. it will barring covid being another deadly strain. unless we have that situation i think it is a certainly that the energy market is imbalanced with demand and supply. i think at these levels and margins they will do well and owning the xle is a no-brainer going forward. >> i like that sounds good. appreciate it. thank you. for more head to the website or follow us on twitter americans have three top priorities for u.s. companies. we'll tell you what they are and reveal the results of a just capital exclusive survey next. >> now the latest from trading

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welcome back to "power lunch. cnbc and just capital announcing

a media partnership that will allow us to bring the viewers the just 100 rankings. not just 100 it is the just 100 rankings this january as well as other reports throughout the year with detailed metrics how fortune 500 companies treat the stakeholders from the push on initial to esg and today the foirm releases the survey on the top topics to prioritize joining us is just capital's ceo martin whitaker. welcome. let's go through these thing just you look at i don't know how many metrics here. maybe 15 metrics and the thing that was number one was pays a fair living wage that's what people want out of these big companies. >> thanks, tyler that's exactly right

it is 20 issues. the issues themselves come from years of surveying the american people on a fully representative basis. those are the things that rise to the top when we asked them to weight those issues which we do every year this is the top or at close to the top of the list really from the beginning a just company in the eyes of the american people paying the work ores a fair and livable wage and taps into a fear and a concern that many working americans have about being able to make ends meet. we spent time on that subject. a fair wage, a livable wage and why is it good for business to provide those things. >> what i like to do when i see surveys is look at changes and percent changes and while this pays a fair living wage at the top or among the top three in 2021 it gained 6 percentage

points from last year. item two is creates jobs in the u.s. and this is number two in relative importance up eight slots from 2020. why? >> i think what you've seen with covid, the economic shutdown and reopening is a huge amount of uncertainty and you see that with the number of jobs that are open the number of people quitting jobs and a massive amount of turn around and asking folks what is a just company do, and creating good jobs especially i might add in communities that need them the most you get this quite astounding agreement among a lot of americans that that is something that a company today really must prioritize and companies that do that are going

to be better employers and able to attract and retain talent >> i was also noting that creating jobs in the u.s. seems to rise in importance. talk about that. >> i think people are fearful of losing their job just they're fearful of job security. obviously worried about companies exporting jobs or moving jobs overseas and i think people are concerned about providing for their families and for their futures. >> yeah. >> it doesn't surprise me that jobs and when you look overall of employment i think the relationship between american companies and the workers is the story here that's what's changing you got the gig economy. people are fearful of what automation means for their jobs

and general level of anxiety about the future of a good job and what that means in america today. >> this more than doubled in priority among the respondents and went into number three position from number 11. this basically means don't just serve the shareholders but serve the employees, the workers let me ask you how you use these metrics in determines that just 100. do you use the metrics and match companies against them somehow >> that's exactly what we do we track companies, russell 1000 is the universe. objectively, the best available data and measure what are they doing on these criteria? all these things that relate to five stakeholders and the five are workers, customers,

communities, shareholders and the environment. the top 100 is the list of the 100 company that is do best across all sectors on those five stakeholders. >> we got to go but thank you so much and we look forward to the just 100 to see sometime early next morvet. >> thank you for watching "power lunch." >> "closing bell" starts right now. hello and welcome to "closing bell. i'm sara eisen mixed session on wall street the nasdaq under pressure heading boo the final hour of trade. >> i'm david faber in for wilfred frost. let's look at what's driving the action tesla, peloton, zoom weighing on the nasdaq 100 we did get positive news on the data front weekless jobless claims at