[closing bell ringing] there is the closing bell. charlie brady never approves of bond buying. there are questions whether it would be effective. david: talk about whether it was oil but whatever did really turn it around, something spooked the market enormously. we'll go into details exactly what that is. russell 2000 went into positive territory. it is flirting with the flat line but when you consider at one point the dow was up 280 points and it is now trading down shows what kind of incredible volatility you have in the market. what a day for "after the bell." stay right here. we have all covered this hour. "after the bell" starts right now. liz: let's get right to today's action. if your neck can handle it. whiplash we're talking about. we have drew kanaly and will till us about t2e concern about oil prices.

what is that. we have digital risks jeff taylor saying one sector in particular poised for a boom right now. january any capital guy says it might signal recession and bob iaccino. i'm ignoring the recession comment because i want to hear what guy has to tell us. did you guys hear about this question whether the gem mans were against any kind of stimulus from the cme -- germans? >> i don't this is shocking news in terms of against it to the point where they shut it down, i think that is what traders were starting to refer to talk about. i think has a little bit to do with greece but this type of price action is bad despite the source of it. this move is one where irdon't care why it happens. i'm much more focused on the fact we went so far from positive down into the negative at the end of the day. that is never good price action

for the rest of the week going forward. david: guy, we sent you up for this. how bad is it going to get? is this a sign of really bad times to come, or is it a drop this otherwise upwardly mobile market. >> sure. i want to be clear on one thing when it comes to fix income markets, particularly with the federal reserve providing more and more guidance what they're going to do in the future the bond markets are apt to price in more distant future events more quickly. made a comment earlier in preinterview we were looking at potential recession risk down the road but the truth is the way the markets are setting up we could see recession risk in 2018 be priced into the markets in 2015. that is what i'm talking about the markets coming into realization of future recession risk which is priced at currently zero probability. liz: we have to get our minds around that. guy, the fact that japan's five-year note yield was 0%

today. that we have never seen. then the 10-year yield hit a record low. this is of course the japan's benchmark, jgb. tell us how we should interpret that. why is that a bit worrisome. >> it's a bit worrisome there is global trend toward deflation expectations in many developed economies, primarily the eurozone and japan that interest rates at the short end of the will be zero for a very, very long time. keep in mind in the eurozone we had negative nominal interest rates for six to nine months. u.s. markets look pretty good to for ininvestors when you consider both higher starting yields and dollar is rally, what, 10% in the past year? david: the dollar sun stoppable. jeff, with decline of oil, i will have a number of questions, what happens if, that oil drops below who. if 40.

>> if coil then continues to drop it puts extra money consumers hands. i'm shock ad year later still saying this, if you look at housing market right now, first-time home buyer fha just came out and lowered its mortgage insurance. freddie and fannie have launched 3% programs. we could see 2015 be the year first-time home buyer starts to come back. david: you're not hitting my question, though, jeff. >> sure. david: we don't have much time. what happens if oil goes below 40? >> if oil goes below 40, pick a number below that. if oil goes to 40, it is not saying that it could go to 20 or 25. liz: drew, jeff mention as possibility, first-time home buyer getting into the market that. would be a positive. whether overall stocks, housing or whatever else the market is bit expensive. so do you manuever around that and find diamond in the rough there or do you stay away from equities at this point?

what do you like right now? >> you say in equities because every central bank around the world is telling you that is the place to be. so you continue to do that well into 2015. you will stay with dividend-paying stocks, especially u.s. domestic dividend payers. but at the same time, don't be a 100% in that category, look for, emerging markets, and developed markets. they're relative valuations will help you out in a really volatile year that we're going to have ahead. today is going to be like the rest of the year. you will have extreme volatility. u.s. stocks are extended in price. so their volatility will probably go up. and so you're going to see more diversification in your portfolio. david: we've seen volatility before. bob, i was interested in your comments because you said it doesn't portend well for the market in general but from 2011 from early spinning pretty much through 2011, the rest of it, we had a cluster of volatility much

greater than what we see now and that was the base for this market increase. so couldn't this be a positive, a positive venture, all this cluster of big up and down days? >> well, yes i think it washes out the weaker holds. in other words, what we're looking for is the buy and hold client, the buy and hold customer to come back in and not sell the things during these panicked selloffs. you have an adjustment of trader duration. an adjustment of investor duration that happened over the last four or five years and that duration need to lenten out a little bit again for these moves to be sustained %nd when you have these up and down moves that you mentioned, when you have this volatility, it shakes out the shorter-term players and really for the good of longer-term investment you don't want to see these moves but they have to weed themselves out. back to jeff's point of oil, jeff is making important points about oil and people need to listen. when you see what happens with wti and brent, take a look at the spread between wti and

brent. that spread went positive first time about five cents today. wti is discounted to brent because it is land-locked. brent is sea born crude and easier and cheaper to transport f that shifts watch for policy changes, watch for all kind of changes in the global oil market. we don't know what will happen, david, if it gets below 40. liz: brent, right now, you get a sense what bob is saying, $47 a barrel. crude, 46. folks, these used to have a 10, 11-dollar spread six months ago. >> very typical. liz: give us your best names. people watching want names behind your theories. you like the homebuyers and the housing sector. which names? >> i do. i like the brokage industry. he like realogy, they own century 21 and coldwell banker. on homebuilder side i like lennar and to brothers to have a good name. those are stocks in my portfolio and i'm looking for good years. if we continue see more money in

consumers pockets. interest rates continuing at historic lows with lending policies becoming a little more advantageous for borrowers. david: drew, we still haven't forgotten about the fed, that is weighing on a lot of foam people's mind. there was talk about whether that moved the markets. you think the fed will raise rates this year. other people, anthony scaramucci and others say no way. why do you think it will continue on target to raise rates this year? >> i think they're going to do it because it is just time. i think they will be very slow about it. it will be their marginal language. we're talking about september, right? so this is a long way off. and there was really good, interesting, information in wage price growth that was very moderate the last report. that is going to give them pause because the employment number doesn't seem to be moving them. it must be wage increases that is going to drive the fed move, but you're going to see a move. it will be later in the year. liz: gentlemen, we have to go by

guy, i will give you the last question. those in treasurys who have done well in 30-years and 10 years this past year avoid getting flat-footed if anything happens and what comes to pass is a rate tightening this year? >> i would first point out long end of the yield curve a fed rate hike cycle is priced in. we think it will be more moderate and lower ending point that the markets think. that will be good for the long end of the curve. the problem now we had such a swift move particularly in 30-year treasury yields so far in 2015. the situation feels a little overbought and i wouldn't be aggressive up until at least january ecb meeting. liz: good to see all of you. david: yeah, indeed. a terrific crew. drew kanaly, jeff taylor, gee la because and bob iaccino. we want to hear from you folks. >> thank you. david. do you folks think all the volatility is causing a correction ahead? liz: send us a message. facebook or tweet us @fbnatb. david: meanwhile president obama

talking about cybersecurity the day after the u.s. military's central command own twitter account was hacked by isis sympathizers. liz: the good news is no sensitive information was stolen, at least that's what they're saying in that hack and centcom's twitter account was quickly back online but let's get to peter barnes. he joins us from d.c. with more details that came out today. peter? >> liz and dave, turns out this big hack by isis was likely simply caused by weak cybersecurity by centcom for its twitter and youtube accounts. based on comments from the pentagon today and other sources centcom personnel used weak password for its twitter account and failed to take simple extra security steps that would have made it a lot harder to hack. the pentagon said today it has begun to change and toughen password for 50 social media accounts operated just by the office of the secretary of defense. the defense department set up thousands of social media sites, twitter and youtube and others

at operations like centcom which itself is looking for a, looking at new protections for its sites. today the president announced additional proposals to strengthen cybersecurity and said the hacks at centcom emphasized the need to act. >> just yesterday we saw the hack of a military twitter account and youtube channel. no military operations were impacted. so far it appears no classified information was released but the investigation is ongoing and it is a reminder that cyber threats are an urgent and growing danger >> and if centcom needs any good passwords i came up with this one. liz and dave rock@fbn. but you know what? , i think everybody knows that and the hackers would probably figure that out pretty quick. david: that's true. that's true. by now at least everybody knows us so they will move on. thank you, peter barnes, thanks for the bluing.

liz: get that verified with the blue check. i love it, peter, thank you. no joke but the hacking of sony has already changed the landscape how movies will be released and distributed but it could also lead to writers and producers maybe creating self-censorship? who better to ask than peter guber, mandalay entertainment and ceo and former ceo of sony pictures entertainment. he is with us live. david: also some investors see this volatility in the markets as a sign of the corrections ahead but would a correction actually look like? where would we see the biggest drops? liz: and you're looking at the brand new, come on, stop what you're doing, look up on the screen, the brand new lamborghini with a top speed of 202 miles an hour? yeah, up next. we're taking you down there to show you the car and we're talking to the ceo of the company about its record year of sales for that automobile. david: beautiful. ♪

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liz: if lamborghini sales are any indication the economy is doing great. the bulls are running with lamborghini as sales accelerate for the fourth straight year,

hitting new record high. you are looking live right now at the new oracon. it means hurricane. and the company is betting big on this year and the sales with us now, stef nan, the lamborghini ceo and president, fox business exclusive. we all wanted to rush down there. that thing is absolutely gorgeous. tell us about it. 10 cylinder and the seas last year were unbelievable. >> yes we saw, the car was presented in defend navy have last year and in march and we sold more than 3300 cars which is record in terms of sales for -- it is a car with a v-10. it has 5.2-liter capacity. it has a top speed of 202 -- liz: can we see it folks? it is down there right now. it is beautiful. >> 202 miles an hour. you can have it for just 240,000 u.s. dollars. liz: talk about the details of it. how fast does it go, zero to? >> zero to 62 in 3.2 seconds

which is outstanding. only our v-12 is at 2.9. liz: talk about this year's order trend. last year you delivered about 2530 of them. what do you think this year? better? >> we delivered all over lamborghini, 2530. this year we started very well because we have a very solid backlog in terms of orders. if the economy is going to continue, and the u.s. is by far our biggest market, we can even exceed the numbers about -- liz: look at this dashboard. obviously everybody has got fancy dashboards these days. sell me on this car. it has a pretty rich price point. stefan, do your job. sell me on an huracan. >> it is briefing for our people, which was the best car ever in terms of super sports car. it has to be easy on the road.

so very easy to drive on daily business. liz: doesn't your competitor ferrari say the same thing? >> i don't know. maybe. liz: i don't listen to ferrari. >> easy on the road and performing on racetrack so you have best of two worlds. liz: give us a profile of your buyer. i know everybody is different. look, there is a new billionaire class in both russia and china. who are you selling to there? >> there is no average age goes from the 20s up to retirement age and even above that. mostly male. they are loving the made in italy. for sure they're in love with super sportscaster and, this is one of the biggest things in -- liz: interesting, a self-made person is saying, i'm going to treat myself to that, the lamborghini huracan my 10 wants to get a startup to eventually pay for one because i said i wasn't doing it. good luck to you. >> you're welcome. liz: thank you so much. fox business exclusive with the

beautiful lamborghini huracan david? david: oil shake sheikhs are talking down the price of oil but are they bluffing but could a cut in production from opec be coming? we'll ask our all-star panel a moment. woody allen signing a deal with amazon for original content just as netflix is ready to come it with the new l new "house of cards" season. will explosion of home movies be death knell of movies? we'll ask peter guber, chairman of mandalay productions and former chairman of sony. [announcer:] what if one stalk of broccoli could

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david: markets and price of oil seemed link at least in some of today's action so where is oil heading? oil sheikhs are claiming that cheap oil is here to stay but are they bluffing? let's bring in our panel. larry shover ffom cft alternatives.

forbes contributor, carrie sheffield and fox business's own cheryl casone. good to see you all. larry, you cover the oil markets pretty well. it is clear that the saudis and u.a.e. folks and all the oil sheikhs are suffering, they won't admit it but i'm just wondering if all talk of theirs how oil will be low for years to come is just a bluff and whether or not they might be ready to crack and lower production a little bit which would raise prices? >> you know, i think it is a lot of headline right now. it is hurting them, make no his take about it. what i hurt them even more to blink. not to say they won't, they actually could. to blink to cut production, very expensive as with oil as cheap as it is, we have to remember with all commodity bottom, this is the worst one we've seen in 45 years, supply has to drop either accidentally or deliberately. david: right. >> those out turns are not imminent at this point. david: carrie, we know the oil

sheikhs could do it. they have the power to turn off the spigot enough to raise prices. frankly i'm a little wary of these guys. every time they say something i have to check the figures right and wonder if -- am i being too conspiratorial here that they're about to get prices up? >> no, they could be playing a game of chicken. i certainly would not put it past them. that being said they have less leverage than in the past because of oil production here. david: that's true. >> they're also trying to squeeze. it is saudis. we're talking about the saudis with opec. they're trying to squeeze iran. iran needed $140 a barrel in order to balance their budget. we're so far past this. they're squeezed. venezuela needed higher price to balance their budget. moody's downgraded -- david: cheryl, they're not only trying to squeeze the iranians they're trying to squeeze russians because they felt russia was honing in on their territory in china. they're trying to squeeze us right here. they don't like the fact we're producing all that oil.

i'm wondering if the problems they're facing with less revenue may force them to lower production and raise prices? >> i think it will eventually have to happen. you mentioned call here from moody's. if you look at the kind of bullish case for oil, you know, $66 an average for 2015, that is pretty high, come on. if you're moody's, let's go here. 80 bucks a barrel by end of 2015. i find that difficult to believe. on other side, peel like steve breeze, who writes one of the best oil newsletters, we're looking on average $35 a barrel for oil. markets not really reacted, david. i find that interesting. that says no one is worried what the saudis will do or not do. will they cut production? david: suspicious character when it comes to opec in general. moving on, lizzie macdonald, had our own piece, one ininvestor's doubt about today's market rally. we're long risk assets, with the

full knowledge this will end painfully. so do investors feel they're betting on some kind of a pyramid scheme here, cheryl? >> look, we're in a six-year bull market, david. and here's the problem. if you look at the economy in 2007 in this country, you look at the economy today, recession over, but wages are still not where they were before. we seen a complete shift the way copy is built and way companies are producing and manufacturing. less is more especially when it comes to workers. that is bad. the economy does not support this market. six year bull market. will it be painful? yes. will we have correction like back in 2001 and 2002? potentially, federally. david: on the other hand, carrie, the question is when? question is always timing. one. investors she wrote quotes here, there are times when an investor has no choice to believe in things that he knows don't necessarily exist. it could be a couple years. so you have to stay invested if you believe this thing will

last, even if you think it's a house of cards. >> that is true. look six months on. talk six months, when the fed was doing. last year, when fed talked bin creasing rates, markets spooked. things tanked. we had the crash in october. we could see that happen in june when people are saying fed will raise rates. david: larry, is this a house of cards? >> not yet. look, i predicted every market crash. 1987,.com, housing boom. the problem is, i was two to three years early on all these. the takeaway, liz had a great article. the take away, no two market environments are the same. we can't judge what happened in 2000 or 1987 and put it in context today. david: that's right. >> eventually, potentially, who knows, look at your portfolio holistically. david: history doesn't repeat. it only rhymes. >> exactly. david: paul ryan says he will not be running for president. instead he will focus on policy could this mean actual real tax reform is ahead.

just where do our overseas aid money, where does that money go? we'll find out, liz? liz: david, hollywood is on high alert following sony's massive cybersecurity attack. how are hackers actually changing the way producers and writers create and pitch content? who better to ask then peter guber, mandalay entertainment and ceo. former chairman and ceo of sony pictures entertainment. peter guber, coming up. can you guess america's top company? deloitte's list of 100 most exceptional companies is out. this year's winner, will surprise you. stay tuned. ♪ the world is filled with air. but for people with copd, sometimes breathing air can be difficult. if you have copd, ask your doctor about once-daily anoro ellipta. it helps people with copd breathe better

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david: representative paul ryan says he is not running for president because he is focusing on tax reform as chairman of the house ways and means committee. so does this mean that we might actually get real tax reform? bring back larry shover, carrie sheffield and cheryl casone. one reason he is focusing on ways and means he probably got a call from mitt romney saying, i will run for president, can you hold back. ways and means committee is serious committee and paul ryan is serious legislator. could we get real serious tax reform from him. >> there is something to be

optimistic but i appreciate your vie point, i think realistic scenario is republican in the white house, republican congress. democrats like chris van hollen wants to put in financial transaction tax. this is where their mind is. david: with the republicans cheryl, controlling both houses saying that will not go, but paul ryan may at very least set the table for real change once there is new president. the president, by the way had this meeting today with a lost congressman in there, republicans and democrats. and supposedly they would come to some agreement. i don't think they will because the president has been so obstinant on things like the keystone pipeline, however, could at least paul ryan set the stage for eventual tax reform? >> i think that is exactly what he is doing. i think he is doing what is best are to the republican party. he doesn't have to run in 2016. he has run. he has got time. if he could make something like meaningful tax reform happen, could you imagine amount of republican support he would get eight years from now, four years from now, whenever the next

election cycle comes along. think about it that way. what about doing the flat tax. i know we have this debate constantly on fox business but the flat tax would save the government billions of dollars in red tape to be washed away. a flat tax i think is something that has been very viable option. david: larry, at least getting close to a flat tax. the president's own commission, simpson-bowles, came out several years ago, of course the president ignored the report, totally. but they came out and said, move toward the flat tax. bring down tax rates and get rid of deductions. that makes sense. >> it does. let's get rid of tax dodges, the loopholes, the charity, corporate charity et cetera. i'm afraid paul ryan might lose constituents. if the truth were known. let's face it, charitable deductions, marriage, mortgage deductions, all these things are wonderful for society but i don't need the irs patting me on the back for these. get rid of some of these dough introductions too. make things simple. david: let's hope it happens.

meanwhile what happened to $13.5 billion of aid sent to haiti after a devastating earthquake there? that is 40% more than the entire gdp of haiti and largely unaccounted for. does this show how useless our tax funded aid programs are? i want to go to larry first. you actually have some business interests in haiti and i'm just wondering if that is not much better way to go than these aid programs where the money practically goes right from our pockets to switzerland? >> yeah, we know that throwing money at steake anything never, never, works. we don't take money from people in our business. we would actually rather have people come down and learn needs and learn how to many power people to build participates and bakeries and businesses to support themselves. so last time i was down in port-au-prince, there is a couple of warehouses, side of two costcos put together. they're completely chockful of stuff that has not been given away yet from the earthquake five years ago.

we're talking about generators, food, food supplies, clothing et cetera. just waiting for payoffs or corporate -- david: actually worse than. that i want to go to carrie on this. >> yeah. david: we actually now have in haiti a cholera epidemic that will take years, if not decade to get rid of as a result of some of these, some of the bad policies that the aid workers brought in. there is also the clintons. the clintons have a lot riding on this. it was the clinton foundation was involved. a lot of money going to haiti. secretary of state hillary clinton was in power when a lot of aid money went in. a lot will rest on their shoulders. >> the question is will liberal reporters and media care going into 2016. david: this information is coming out now. >> somehow i have a feeling she will wave it off the way she did benghazi, et cetera. i hope that is the no the case. you're right, anytime you give something away for free, that is redistribution. you have to make people work for it or make them invested in it,

otherwise, frankly people get turned against you. so like, we give so much aid to pakistan and the middle east, they turn around and then attack us. it is ridiculous. david: that is why the work, larry you're doing, needs to be applauded. doing great work in haiti. thank you very much for that. cheryl, we're out of time. larry shover, cheryl casone and carrie sheffield. catch carrie and myself on "forbes on fox." on the fox news channel 11:00 a.m. eastern time every saturday. liz? liz: david, the hacking of sony pictures had a ripple effect throughout the entertainment industry. could we now see hollywood censoring itself as a result? has it already started to happen? we're talking live to peter guber, mandalay chairman and ceo. talk about insider, he is former chairman and ceo of sony pictures entertainment. great perspective. our own maria bartiromo speaking exclusively with jpmorgan ceo, jamie dimon. jamie tells us why he thinks the

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david: the president announcing steps to prevent another hack attack, like the one that affected sony pictures and the film, the interview. >> what about the government's involvement and has the hack attack led to self-sense shore zip by writers in hollywood? -- censorship. we have peter guber, former head of sony pictures and head of mandalay entertainment. i know you can't speak about sony in particular, but give us a sense how this whole affair affected live in hollywood? has it led to any questioning or self-censorship to folks in hollywood there. >> there are no secrets, only unspoken words. you tend not to put anything in the form of internet exchange, anything at all, that i wouldn't want publicly exposed scream negotiate middle of times square. you're vulnerable to a whole host of people who could be

peering in on you. with the transmission, we're back to more telefonic transmissions. back to more electronic transmissions. anybody that can protect on conference call or internet or i chat, there is somebody else working to break through to get to that information. i think it has changed the culture. it has made everybody more mindful of the fact that there is no blanket of security that can protect you from evil peering eyes of business. liz: there are two types of self-censorship, i will not put anything damaging to me in an email and there is the i won't put anything in screenplay that would be controversial. are you hearing anything about that. are you hearing that people are fearful of putting out controversial films that may end gender the same type of threats that the fbi came out of from north korea? >> there will always be a small edge of people that will be more careful and thoughtful, i have

introspection, instead of retrospect shun about content that might be so completely offensive. i think that has to be part of the world we live in. on the other hand, you can see i was at the golden globes. i'm the chairman of the dick clark company. the fellow got a standing ovation, no censorship, no self-censorship. we want to protect free speech. we want to allow. that the government and everybody has to protect. that still on your own you realize today, crazy people live in the world. they can reach you in all kind of crazy ways the if say something that offend their religion or might offend their leader, suddenly, your salman rushdie and they will unyou down. people are more thoughtful even though they want to talk about. david: people are kind of brave now, remember when george clooney was trying to get folks to come out, he could not find one individual to sign a letter, that just stated we'll not subject ourselves to self-censorship? >> he power of fear, f, e, a, r,

which is false evidence appearing real, but power of that fear is no engrained in us we have a a fight or flight. people will first have flight. fight is hard. tough stand in the ring to take shots. there are enough people that believe if we don't do that it will erode all our freedoms. since you don't talk specifically about sony, talk about mca universal, the "last temptation of christ." 1988. martin scorsese's film, the head of the studio, sid sheinberg was threatened with his life. get that film out there, put it out there. in this situation you have the actual theaters saying you can do that, sony but we're not going to run it. what point do you run up against so many brick walls and has this changed the way people release films? sony came with an end-run around game that seemed to work relatively well? >> that is really interesting question. if you crack that open and look at that question, it is really

interesting. that is you have to willing to be brave, if you do something controversial, even something that doesn't appear controversial to somebody may be very offensive. i think the trick is, your intention. if your intention is good. you will get a lot of support. if this particular, in that particular case. there was no prevention of the film. if in this particular case, one would say, if you look at the film, after the case, and said, is this a film we should be making not because of north korea but is this, within the bound of what we as a big, public, company, should be doing? that is not necessarily self-censorship, that is intelligence. if you look at that film, that film was frankly, i'm not uncomfortable saying this, was a terrible film. forget what its about about. it was terribly executed, terribly acted. the response was terrible. if it didn't have the noise bit it would have done less than at that, a lot less than that. so the idea, what i think is important, controversy is good but if you're going to put the pin in somebody, you better make

sure you stick it all the way through. david: very quickly, peter, we're running out of tile. the president made a prepare proposal to put the homeland security department as lead agency, coordinating information, that might lead to successful anti-hacking attacks in hollywood. any qualms about that? >> i'm always nervous about when somebody gets ahold of all information depots and control mechanisms that can be appearing into it. bad people can get ahold of good things. if there is enough protections and enough surrounding vital ways to make sure they are not used for bad purposes, that could be okay. liz: good to see you, peter. of all the hats he wears, also part owner of the golden state warriors. david: and los angeles dodgers. don't forget them. peter, thank you very much. liz: good for you, peter. thanks very much. fair and balanced adam shapiro, liked the movie "the interview." david: there is one.

deloitte debut ad list of the exceptional 100, the top 100 companies in the united states. liz: we have deloitte services and director and coauthor of the exceptional 100 report. before we get to the top names here, how do you measure an exceptional company? because there are a lot of metrics. you could go with revenue growth and stock price over the past couple years. but how do you measure what is exceptional? >> that is a great point, liz. part of what we hope is different and useful about this approach. we try to take very seriously precisely that fact. there are many different ways to measure financial performance. one is the most important. we try to take as many possible into account at the same time. so we look at profitability, growth and values simultaneously. david: let me talk about number two. u number one, is could part. but number two is hershey the chocolate maker. why is hershey so good? >> the way we rank the company, on the list we look at numbers we qualify as exceptional. they come up as exceptional on all seven of those measures.

for that reason they find themselves at the top of the list. liz: so you're making a comparison, let's say. not somebody who wins triathlon. they win the running part. they win the biking part. >> absolutely are. liz: j.b. hunt, the transportation company what about them? >> one of the things we hope is useful and inciteful about this list, there are companies on here that may not be at the tip of your tongue, when you think about sort of the corporations or mount rushmore of american business. liz: people are surprised apple is not considered exceptional. >> they're number 13 on the list. so they are on there. there are a few household names you would expect to see. it's a good mix. supports some intuitions but causes us to question some others. david: talk about a household name at bottom of the list. that is dollar general. why were they so far down. >> i don't know so far down. there are no losers on the list. david: these are exceptionals. david: they were number 100. >> so they qualified exceptional on four of the measures which is certainly something to be impressed by it seems to me.

liz: so least exceptional isn't necessarily a bad thing as long as you made the list because there are thousands of publicly-traded companies. >> over 5200 as of 2013. david: liz: which one surprised you, you put a name like copart. a lot of people don't know the name. what made it number one company on your list? >> we're looking exclusively at financial performance and we run through the sausage press and they come out with being exceptional over five years. liz: the stock is up over five years 99%. >> interestingly enough the share price appreciation is not something features in our measure. liz: our viewers do though. >> we look at value a slightly different way. good to know that what we're looking at correlates with other things that matter. david: michael rainer, deloitte services director. thank you so much for being here. >> my pleasure. liz: you could see the list i imagine on the deloitte website. liz:

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david: earlier today our own maria bartiromo got a chance to sit down exclusively with jpmorgan ceo jamie dimon. she asked him what he thought about the state of the u.s. right now and why he is not worried about rates going up? >> the u.s., if you look at all, most of forward-looking things, household formation, 10 million more people working so that the depths of the great recession. businesses are actually doing, still low amount of capital expenditures but is growing. consumer confidence is up. business confidence is up. small business credit is kind of back to where it was. you haven't seen small business formation get healthy yet but i think it actually might. housing turned corner way back. housing is not in short supply but at least balanced if not a little bit in short supply in some markets. innovation is alive and well. as you see it at conferences like this. america looks pretty damn good. the biggest negative, when you talk about america is twofold. one is overseas which we'll talk about in a second. the 2nd is more the potential effect the of qe3, not

being kind of being, not unwound but stopped. and, if they start to raise rates and my view there is, normalization is good thing. rates going up will be okay if the fundamental economy is drawing, look at employment. as long as employment is strong, companies growing. rates goings up is okay. it will be volatile and scary but it will be okay. >> especially if rates are going up for the right reason, that things are going well. >> and the fed has been very clear that is the only time they will raise rates. they will not raise it if things are not going well. so i take them at their word for that. liz: tomorrow, maria has part two of exclusive interview with jamie dimon, 9:00 a.m. on "opening bell." catch you will of today's interviews on foxbusiness.com. david: including that one with peter guber. we'll get that up as soon as we can. number one thing to watch. bring back larry shover. larry, you're watching bank earnings, right? >> i am. two gigantic bank bellwether

stocks. wells fargo and jpmorgan. sentiment around the banks has never been more lukewarm. at least in recent history. we had cold water splashed over fed rate hikes, making the yields very, very flat. so can this be a surprise. what we have to look for is loan growth. will loan growth continue to be strong. how about mortgages. will that be a bright spot for the banks. lastly, strict credit controls. have we seen credit markets, will we see any kind of pockets of destruction with regards to energy. these are very important, not to mention, investment banking revenue, equity trading, et cetera. but two things to kick off the season. liz: when sentiment is so bad, larry, we have only 20 seconds left, when sentiment is so bad around the banks is it time to swoop in to get names that are cheaper? >> jpmorgan, 10 times forward earnings. hope compliance issues are behind them. a great stock. one of my absolute favorites. they definitely have their house in order.

david: all right. jamie dimon, one of the best there is. charlie says by far the best there is. >> he is. david: charlie gasparino. thank you, larry shover. "the willis report" is next. liz: have a great night. gerri: mellow -- hello, everybody, i'm gerri willis. this is the "willis report" the show where consumers are our business. when will you get your refund check? it is tax season again. will we see repeat of last year's delays. >> due to high demand you may experience longer than unusual wait times. gerri: so what is the deal? we'll get the straight answer. he has been called an unaccountable czar by some and fierce defender of consumers by others. the head of consumer financial bureau richard cordray is here. is he a force for food or in the immortal words of ronald reagans something else. >> the nine most terrifying words in the english language are, i'm from the got and i'm here to help. gerri: