that is it for us this week jerry will be back next week on the wall street journal at large. thank you for joining us. ♪ >> "barron's roundtable" sponsored by invesco qqq ♪ ♪. jack: welcome to "barron's roundtable" where we get behind the headlines and prepare you for the week ahead i am jack ought her. pandemic lockdowns change the way companies do business, dan springer will tell us what's next with the work from technology. later how to improve returns on your portfolio with solid companies that pay big dividends but we begin by always what we think are the three most important things investors should be thinking about right

now. major indexes ended the week where they started but on the surface investors saw wild swings and individual stocks. amc entertainment caught the battle between streaming and theaters shares plunged on the news that two more movies will debut on disney+ on the same day as their theatrical releases, what's next in the battle for the box office and after moving at lightning speed to prove covid-19 drugs fda approvals are slowing which cavities and drugs can be effective on the barron roundtable alex ewell, call carly english and jack have, it ended the week were started but under the surface it was a lot more like my 7-year-old she is either ecstatic and charming or she is miserable and makes the rest of us miserable. >> that's a good way to put it, it was a demolition derby heavy metal clown from, let's look at some gainers and losers, it started with chips and intel and $20 billion to chip in the house

the shareholders seem to love that but investors piled into companies that make chip equipment that kla the supplied materials in any move to housing, the 30 year mortgage rate actually hit a nine-month high this past week but treasury yield stopped climbing and investors say affordable and maybe the housing market has another leg up so they like top gainers and also sherwin-williams, are you ready to brace yourself for losers, next week on the show. jack: we have to point out a nine-month high but attend to your low on mortgages. >> exactly, still mighty low. last week on the show talked about discovery and the rotation and how discovery was a top gainer sends a vaccine news in

november it got hammered and lost 50% and viacom cbs did worse is says the recent stock gains to issue shares and raise money and investors did not like the rotation into value turned it into a flushing mode and the same thing happened when investors going into reopening stocks, travel stocks, carnival, royal, american, united it's not that were not still reopening, we might've over opened the real winners ahead of the actual reopening, probably left is wide open. jack: i'm too go with by the rumor, sell the news before the news happens. i want to ask you about the stocks that survived or thrived. at what point do rising bond yields get to the point that they hurt the winners? >> that's a question on everyone's mind i've heard smart people say one and three-quarter% on the ten year

treasury yield up to two at half percent. don't bother studying the correlation we don't have president for a forty-year boom market and tenure short-term in running a u.s. budget deficit 10% of gdp i would say ask yourself what yield would you have to see on a ten year treasury to tempt you out of stock, i don't think the answer is below 2%, i don't think it's two at half% i suspected something around 3% or higher but what matters most is the speed hit we get to the low twos by the end of the year were okay if we get there by easter i would say look out below. jack: that's a really good point real quick before we move on when you look at this coming week. >> jobs numbers at the end of the week are my number one just like we just talked about everyone is obsessed with the treasury yields right now they don't want to see those resume spiking higher. jack: alex you're on the edge of your seat awaiting the big

opening for godzilla versus kong, some of the investors in amc a stock that got hammered this week. >> amc is one of the stocks as john was talking about that fits the mold of the in-laws and hated over a very quick period of time so to have a huge run over the last few weeks and this week it was down 25% and it found itself in the middle of the exponential crisis and the studios are having how to reach consumers they are trying to grow their streaming services and get subscribers to the streaming services and how do you do that will bring in movies to the box office. the pandemic really made that decision a lot easier for these companies and disney for instance over the summer brought hamilton, milan and other movies directly to streaming and the thought was when the movie theaters reopened again when amc reopens again that will change,

the elyse go back to being exclusive with the theaters for the most part. in fact amc got this big bump the stock in recent weeks when their theaters reopened in l.a. in new york city, all was good again except this week disney said hold on we are going to bring our black widow in carella this summer to disney+ on the same day they go to the box office. that was very bad news for amc investors the stock got hit hard on the news. jack: i think it's interesting the streaming company where the movie studios are saying we will stick with streaming, to heck with the theaters it'll be fascinating to watch that. i want to get real quick two-story and barron's this week on drugs everyone got really excited about the whole industry the way it moved quickly to come up with a vaccine with covid but now there's concern that innovation could slow? >> if you look back months ago

there is a concern that the biotech was offered after the vaccine rolled out but the hope the pipeline of drugs to treat alzheimer's and cancer was strong enough to overcome we are seeing signs of the fda maybe slowing its approval process a bit there is a few reasons why that may be we have an overworked fda right now we also don't have a full-time commissioner but there's also the concern that the fda may be stricter under the new administration, this has affected a number of biotech and pharma names over the last week several downgraded including alexion pharmaceutical. jack: thank you for that, i'm hoping the mrna breakthrough in the search for the vaccine will yield great development for great drugs as well. coming up during the pandemic electronic signatures allow businesses to keep on turning. dan springer is here with what's next for the company.

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we started with computers. we didn't stop at computers. we didn't stop at storage or cloud. we kept going. working with our customers to enable the kind of technology that can guide an astronaut back to safety. and help make a hospital come to you, instead of you going to it. so when it comes to your business, you know we'll stop at nothing.

jack: covid-19 lockdowns force companies to adopt new ways of doing business even when some solutions were out there electronic signature has been around since 2003 bettina boom in business in the past year as more people find important documents to eliminate face-to-face meetings to talk you signed ceo dan springer joined me now, thank you for coming on the show i appreciated. i know compliance department, general counsel for years really resistant to the idea of an e-signature. the pandemic washout away has that battle been one and are we going back to that and what is the addressable market in your penetration single digits in the u.s. i think. >> that is probably right it's been a long history bill clinton

was a president when nissan was put in place so it has been a long history in the last four or five years i think the market has grown substantially and to your point covid has been a terrible phenomenon in so many ways in the document business has been a silverlining to excelerator growth so we did achieve 50% revenue growth in the fiscal year 21, that's a pretty good scale going forward we are forecasting $2 billion in the year ahead. jack: it will slow down from the ramp up, your stock tripled and doubled since pre-pandemic times. >> i think that is right we tried to signal to the market strong growth business pre-covid and we will have a very strong growth post covid in the post covid growth rate will be at or higher than pre-covid but not as high as it was in fiscal year 21 we had spike but the reasons

that you articulated individual said we need to get our digital transformation started when they went from a work from anywhere environment they just needed to get the processes put into a digital format. jack: getting rid of some of the hostels, everyone knows where i need a notary, we need a notary soon how are we going to find that, the bank is closed you will try to do that electronically you just announced that could be done electronically is that a state issue or can i do that anywhere. >> a notary specifically is regulated on a state-by-state basis but as we talked about in the momentum conference earlier this week we are announcing the docusign notary capability in first party notability that's when companies have their own notary of bank that wants to open a trust account and go to the bank previously they cannot do that online which is fantastic and later this year we will rollout third-party notary where someone would come to your

house or you would go to a facility where there was a notary and for more individual transactions as opposed with a larger institution we think you would like to do the same thing the e-signature in the exact same thing for notary. jack: one of the things about e-signature was cybersecurity while of course we adopted your technology more widely that still the issue china china linked operation microsoft exchange documents that we use docusign are pretty sensitive, how are you dealing with that? >> a couple of different levels you are spot on security is a significant issue for our customers in a huge focus area for us docusign is a trust branch, company or taking the valuable agreement that have their customer information in the trusting us to take care security is to our success, we done a couple things we make significant investment in our physical infrastructure and our data centers and certified with the u.s. government forgiven us

to huge housekeeping seal of approval and storing the information with us is it ever vigilant process is required we ask just released a new tool called docusign monitor where they can see who is doing their signing, where they are being sign they can be on top of that in their system, i think we will continue to invest in supporting our customers to stop cybersecurity and the last thing we also have an identity issue that is related to security and we have a lot of our customers save were comfortable with the low level of security for transactions i send you an e-mail and i open the e-mail and click sign we have a lot of people that say what authentication and some people say i want to go to a higher level of identity and we might do knowledge-based to really prove that you are you and that's an area we will also continue to invest so identity

side of security is a big opportunity. >> where you met your spouse, whatever something like that. >> exactly. jack: to questions tax season is coming up i'm sick of signing the form and scanning it and sending it to the account, can you guys do that and what about the thing we have to attach the voided check and send it in are you still having a problem with that too? and you see two things, on an e-signature is applicable for your tax forms depending on who you work with as a cpa they all have a different journey in a different way and the same thing with the u.s. government, the sec has taken all of the forms you can now do it for the public companies out there that can do the 10k, there is still a few things out there. in terms of the construct of a voided check, each bank will have different policies but most of folks are comfortable taking a digital policy and giving to the cavite to looking for across all of the transactions. that to be clear is our goal

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jack: whether your plating for retirement early enjoyment barron's with reliable did dividend with consistent cash flow may not be as sexy as tech but provide stability and income, jack howe, i got to ask you zoom was up 121% over the past 12 months, why on earth would i worry about two or 3% dividend payment. >> i get it it's hard to get

excited about 2% when your neighbor just bought a helicopter with his deutsch coin profits. the way things look now is not the way they were always look dividends make up a large portion of stock return but i would give up dividends gave birth to stock not the other way around you can go back 400 years we had joint venture shipping companies that would split the profit at the end of each trip and dissolve dividends were the innovation allowing to perpetual companies once you have those you needed a place to trade stakes in amsterdam created a stock exchange. although the pipe later and tell you about the history for now bear markets happen when the next one comes in your neighbors have it up on ebay you will be happy for the two or 3% payments trickling in. jack: one way to think about retirement is not do you want to nick await your savings but you want have a large enough pot you can actually live off the income and yields where they are that

dividend payment can be the income, what do you think about using yields to live in retirement? >> as long as you are not reaching for yield, you yield to supplement any other sources of income you have, don't get to the point where your stretching going into higher yield with things too risky. i prefer to sell for income but certainly dividends are great way to produce income in retirement. jack: let's talk about the stocks that lauren stroud actually picked, one is consumer staples, people are going to be drinking coca-cola, that's a reliable way to get your income. >> coca-cola is an interesting one because not only do you get the benefit as the economy reopens and we get the movie theaters reopened in the sports stadium coke stock is also good to benefit from not see get a double whammy but then there's other stocks not as surprising, your traditional dividends,

procter & gamble and kellogg always pay the reliable dividend and usually base their dividend they yield in the neighborhood of 3% that is a nice spot for investors to be in. jack: this week we got news from the fed that might help the financial have a nice yield. >> u.s. bancorp is one of the names but overall the fed on thursday said it would look to ease restrictions on dividends after the banks go through the stress test on june 30. from there you can see dividends rising from the banking sector. jack: alex, what stocks caught your eye. >> i'm interested in a telecom name you have at&t which yield 7%, verizon yields 4%, as a telecom you have this choice between the two largest wireless provider and it's a flat growth but those generous dividends in the other side you have t-mobile that doesn't pay dividend but

growing pretty nicely and taking business from the rest of the industry but the choice that you make on the dividend says who you are as an investor. jack: who are you as an investor which would you pick. >> growth is nice but the thing about at&t and verizon they have allotted debt but they're so committed to the dividends i think is probably the only thing more important to them than 5g to them productively good as an investor that they will do everything possible to not have to cut the yield to any point and they will continue to grow in the coming years. jack: we should point out that you have to be careful at the yield is too high that could be a red flag that something bad is going on with the company but at&t has the cash will and does seem committed. roundtable members will give their investment ideas for the coming weeks. stay right there.

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jack: once we get further along with the vaccine rollout i would love to take my wife to rome or paris but the one thing i'm not to get about too much is investing in european stock that is not an exciting market. >> let me say i have not been drinking, jack. i think it's time to buy shares in europe, i know the u.s. shares have trounced europe over the past decade and all the exciting companies are the biggest companies that make iphones and cloud computing, i'm excited by kitcat but it's not the same as an iphone shares are relative to the u.s. earnings are probably going to rebound faster in europe this year than the u.s. they're coming from a lower base and we talked earlier about the rotation and value it if that

picks up again europe is loaded with those kinds of companies. jack: the best returns is where the evaluations are there in the right place in europe. let's go to actionable ideas i will start with you alex. >> my pick is barnes & noble, they operate 800 physical bookstores on college campuses it's a bit of reopening play the stock is done really well this year but still only half of what it traded at 2015 and it spun out of barnes & noble. jack: carlton what are your thoughts. >> of a piece on the magazine on h&r block, i like it for the tax time reason but also expanding to providing help for small businesses and that helps with the year-round revenue and going back to our last segment has a healthy dividend yield. jack: keep in mind viewers you have an extra month tax filings are not due till may 15.

thank you jack, carlton, alex, check out barron.com don't forget to follow side twitter at barron online. where your mass, get your shot in the arm and will see you next week on "barron's roundtable". ♪ >> from the fox studios in new york city "maria bartiromo wall street". maria: happy weekend everyone welcome to the program that analyzes the week that was in helps position you for the week ahead, i maria bartiromo, the state in real estate now one and five homeowners plans to sell their homes this year, i'll talk with the ceo of caldwell bagel coming up later on in the show. let's take a look back at the week's big moment on "mornings with maria" in this edition of the week stalkers.