shares of d.r. horton, lanar, pulty homes and others were down today. >>> that record drop in home builder confidence in february has put bad weather in the cross hairs again. but some biuilders themselves sy that's not the only reason for this winter's housing slow down. >> reporter: sure the weather in much of the nation has been truly awful this winter. but not exactly historic. the drop in home builder confidence, however, is. a monthly index gauging sentiment fell 10 points from 56 to 46 in february, 50 is the line between positive and negative. this is the first time builders have felt negative since may of last year, and it's the largest monthly drop since the survey began in 1985. some blame this on too high expectations going into winter. >> we had a huge 2013 first half of the year. a lot of builders were hoping for a big volume push. it's very tough to get that volume right now given some constraints in the labor market, given constraints in the land side, given the economy is not picking up tha

took names like d.r. horton from negative into positive territory. kb home up 3 1/2%.allen, we had the ceo. he said watch out for numbers come in when it comes to all kind of remodeling. he can live with the numbers he is seeing lately. pretty decent. we have struggling retailer, jcpenney on deck to report numbers in a few minutes. the stock saw a bump ahead of results. this is intraday picture. >> all about the cash burn rate. how much cash do they have? how much are they burning? they're working on a turnaround. the stock is under significant pressures, down 70% in one year. trying to make a come back up 5%. i don't know. >> retailers, abercrombie up 10% at one point. what is going on? [closing bell ringing] >> they are came out with a great quarter. beating their buddies, american ebel and aeropostale. david: a bit of a mixed picture here. we see all in the green. that is good news. the s&p just barely eking out a gain although we may see it go negative as things settle. it is all in the green. a wait-and-see attitude on the part of the marketplace, particularly wai

. >> number six, d.r. hortonthe homes both down as the gauge of homebuilder confidence declines by the most on record. bad weather dampened outlook for sales ahead of the spring home sailing -- home selling season and could slow the pace of home construction. how to get out there and build a new house when snow is falling at the rate of a foot per day. >> not hard to go to a yoga class. we will limit nearly up one percent. analysts upgraded. lemon.u that was another analyst said some of the channel tracks are looking a little bit better. >> things could only get better for the company. issue.irman was one what about the quality of the closing? >> sales did not collapse. they still have a very loyal courier -- core customer. many of the customers are very loyal. >> surely under armour and others make competitive yoga pants. i hope a lot of people make different yoga pants. fourth-quarter profit fell 23% after it took a charge related to an acquisition in 2012. becks that is a we ate deal or. kansas city southern d

d.r. horton posting double digit revenue growth this quarter. companies who have not reported yet include cisco, whole foods after the bell, pepsi and discovery communications tomorrow. >> how many digital devices do you have? >> i was thinking about that. i have about five. tablet, p.c., my laptop, two phones. >> it depends how you measure the household, what you call a digital device. >>> to sheila on stocks that have come off their lows since last week's drop. how many digital devices do you have? >> reporter: i was actually just thinking about that. i think as a household we probably have closer to eight or ten so we are definitely on the heavy side of that. but let's talk about stocks. because we are definitely seeing a rebound after we hit that 3 1/2 month low last week. what exactly are investors buying? we sliced this up a couple different ways. if you take a look at an overall index basis, right here at the nasdaq, the nasdaq 100 is outperforming the s&p. the russell, pretty much all the indices, up about 5.3% since hitting that low las

. >> i think it's d.r. horton. we heard the numbers and everyone wanted to shrug those off.up anywhere from 4% to 8%. nice move when you consider where the market is where it's moved over the last month or so. they're outpacing. >> the street was hesitant to buy the names. >> they were wrong. >> they were wrong. they wanted to go downstream and home depot and lowe's and those type of names. 2014, i think you avoid the names and go to what pete talks about. >> we're excited about tomorrow. we have a big housing guest on the show. ivy zelman, she will be live on the "half time" report to breakdown everything going on in housing right now and what you need to know ahead of the spring selling season. >>> moving on to social media. linkedin is on the rise. juli julia? >> linkedin shares t shooting 5% higher on the company's announcement it's launching a chinese language website to expand presence in the country. it has 4 million user tofs english language site in china. this will allow it to connect the country's more than 140 million professionals. the new deal there will be a j

d.r. horton is a name i don't remember if ivy spoke about or not but in any case their numbers were spectacular. they continue to perform. look at the stock performance right now. that's one of these names that had a stealth rally. >> your big take away? >> fascinating about the investors. i'm heavy on investors in this market, drove it in 2013. the fact that she did not dismiss investors going into the new construction market all cash coming in there, that could be a huge boost for the builders even in a small share. i'm talking to these investors every day and they're very interested in new construction. they can charge higher rents and they cannot find the supply to keep buying. they're looking at the builders. >> some of the data late i has been squirrely in housing. are you surprised she's bullish and remaining so? >> i'm not surprised she's bullish from the start. focus on demand, on what the demographics are moving into this market. i would -- i think more we have to look at affordability.

names like d.r. horton, pulte homes. if there are concerns about the economy, those tend to get a little more hit than others. also take a look at building products companies. they report after the bell today, masco. also, gm, another sign of weakness. and of course, others as well. there is action, just not as much in the overall market. got to pick certain sectors. >> just wait until tomorrow. it will be a different story. all right. a market flash now with morgan. oh, market guest, i'm sorry. morgan, we will get to you in just a second. we do a lot of market flashes. let's talk about the market at this point. joining us is michael farr, a cnbc contributor, and also joining us is kevin monn. welcome to both of you. dom set the table for us given that we have ms. yellen's testimony coming out tomorrow. if you look back at last week's action, does it tell you there's more of a correction to go or have we bottomed out? you are generally bullish into the end of the year. >> i still think we will finish with the high digit

we heard that from pulte and d.r. horton. as the market has been sold off those names are almost unchanged right now. >> since you and i debated it at 2302 a week ago, it's held its own very well. i think you get a great -- i just believe you get a great opportunity in these names lower. >> spring housing season coming up. sale season. >> to your point, awfully hard to look for a house these days in a large swath of the country which is either under snow or ice, or a combination of both like we are here. >>> coming up on the "half," today is twitter's moment of truth. the company is set for first ee earnings report. we're going to talk to the analyst who first gave twitter a buy rating and then downgraded it. >>> cvs is going to stop selling tobacco products later this year. it could burn or boost a number of stocks in your portfolio. we're trading them all later in "the half." with all the opinions about stocks out there, how do you know which ones to follow? the equity summary score consolidates the ratings of up to 10 inde

we like usg, masco, toll brothers and d.r. hortongo back to the larger pimco issues for one second. >> people were concerned. >> people were concerned. here's the question. mohammed used to come on the program a lot and hopefully will come back at some point soon. can you give us a little bit of color of exactly what happened between bill and -- i'm actually serious. >> he won't do it. >> somebody needs to ask the question. our viewers by the way, many of them are interested because they've e-mailed and asked us the question. it happened so abruptly. >> we don't know why mohammed is leaving. you should ask him. joe and i would like to play golf with him. maybe when he retires we'll invite him out for golf. >> that's something we'll do. we can go to one of his teams -- if you want to see a losing game, we can go to one of the teams that he backs, the jets or the mets. hopefully the investments are better. he came to new york. those are the two teams he picked. you also mentioned gaming. >> you've had a topic change. >> how about gamin