i want to bring in cnbc's dom chu.cover these markets despite what president trump and his sons say every single day. if you look at that ubs report over the weekend, president trump is getting a lot of credit for these strong markets. >> there's no doubt, stephanie. this is not -- we cover the markets here, like you said, on msnbc and of course on our network here at cnbc not because we are, you know, proponents of donald trump or we're now sayers against donald trump, but because the markets are the markets and they're sitting at record highs now and they cross these milestones seemingly every day. you cannot dispute the fact that the economy is going pretty decently right now. of course it needs improvement. the jobs picture's starting to look a little bit better. things are going well overall for the u.s. economy. we're not standing at the brink of recession. all of those russieasons are th reasons why the market is sitting where it is right now. the question is how much more will it take to keep these markets here

let's go to the sickest man we know, dom chu back in the newsroom. >> i'm hoping that's the good kindsick, kind of like phat. when amazon decides to hint at doubling in an industry, the effects are felt in the stock market for sure. just today, amazon, berkshire, j.p. morgan chase teaming up to tackle health care costs, shaving $75 billion off the market cap in this sector overall and one of the more recent examples prior to today's fireworks was last summer's news of amazon's foray into brick and mortar groceries yes the whole whole foods situation. and if you can't remember when those rumors and headlines made their way into the markets, just look at a chart of, say, kroger or costco or walmart or sprouts farmer's market over the last year hint, look in june each one of these stocks took a decent sized dip around the middle of the month and to be fair some did go lower in the weeks that followed. but take a look at each of those stocks and their charts from then until now kroger stock is back to where it was before the amazon whole foods news hit costco stock is actually sitting nea

dom chu. hey, dom. >> well -- forget about hot melissa. how about roller coaster ride? up and down?ot and cold, whatever you want to call it we've seen in the midst of the price action for underlying bitcoin, a rise in trading interest in the two fooutures trading around 4,000 contracts a day according to the cboe, front stands around 2,830 contracts. reminder, futures, one bitcoin xpoesh he exposure to one contract five bitcoins of exposure per one future, average daily volume, 823 contracts, open interest front month 642 contracts, according to data from the cme group the cme and cbo up on stocks themselves and a rise of other so-called bitcoin companies. right? check on online retailer overstock.com pivoting towards the technology of things up 32% last five days. payments processor square dabbling with bitcoin transactions, melissa. those are up 17% in that time span bouncesing back from a recent pullback. still, look at the stocks. interesting move in the whole ecosystem. back to you. >> thank you, dom. have a good weekend. >>> what do you make of the recent activity and the fac

. >> all right we'll give you 20 in the commercial break >>> let's get a quick market flash from dom chunot skinny or strong, but 'tis the season for new year's resolution, especially weight loss weight watchers is being helped along by buzz surrounding its newest brand ambassador, dj khaled. he's going to share his journey on social media. weight watchers quadrupled in value over the course of the past 12 months mindi grossman took over as ceo this past summer and, of course, oprah winfrey has the near 10% stake in the company back over to you >> i thought it would be bigger. he's such a huge social media presence, up 6%. maybe they wonder if he can lose the weight >> maybe they are tempering expectations who knows? it's only day one. >> but oprah had a big day one the ads are everywhere >> oprah is not d.j. clakhaled >> no, she's not >>> when we come back, hollywood's hollywood's a-listers taking on harassment more on this initiative when "squawk alley" returns (daniel jacob) for every hour that you're idling in your car, you're sending about half a gallon of gasoline up in the air. th

breaking it down is a man who is always a winner at least in our eyes, dom chu. >> reporter: i can'tlieve how much winning is happening on the show right now, melissa. but if you thought only winners emerged from bitcoin trading, you haven't been watching the trading over the last month or so, because bitcoin has been a loser compared to other asset classes that give you an actual claim on an asset or a stream of income or have a physical quality to them. we all know that cryptocurrencies are volatile, and quoting performance information is subject to significant change we've seen the cboe bitcoin futures fall by around 20% over the course of the last month-ish. meanwhile, other things that you mine for like gold, up 5% in that same time frame, up 5%. oil prices up 10%. and the stock market as a whole measured by the s&p 500 is actually up 4% within the stock market itself, the hottest sector over the last year, technology up around 4% as well as measured by that spydr ticker trafficking in crypto is not without risk of loss and we're not even talking about some of the bigger losses

dominic chu has that angle for us dom? >> all right, tyler, as we talk about what we can expect o ut o these dow stocks the dow is a price-weighted index, means the stocks with the highest share prices like boeing could end up contributing the most if they have big gains so, take a look at some of this because we looked at the numbers and fact set an sad said what t average target prices for all 30 stocks in the dow? we extrapolated what the price movements and targets could be in terms of dow points so here's how things stand up. mcdonald's, the average analyst target price right now currently within fact set, 4%, that's on average, target price analysts think it will go up by that would add 50 points to the dow if it were to happen merck, pharmaceutical joint, 13% potential upside stock if the 13%s come in, it's 52 points visa, 9% to the upside that's 70 points there as well also, united health, 18% upside there. 123-point gain apple with 19% potential upside would add 129 points and melissa, just to kind of give you an

this could be the most important earning quarter in years dom chu, i set you up, buddy that's a fastball down the middle >> it is a fastball down the middle they're going to have to hit the fastball down the middle if they have any chance of continuing the record rally, here is the reason why in order to justify those record levels down the stocks, analysts are expecting a healthy earning season according to thompson reuter, we only had less than 10% ip reporting. with everybody else reporting, if everybody else comes in as expected, we could see double digit earnings growth. we can see 7% earnings growth if we do get all of those earnings report coming in as expected >> where is the strength going to be? that's going to be a big part of the story. the s&p 500 energy stocks could grow by 138% material stocks, 25% in terms of earnings overall and the technology sector a big part of the story, 16% as well certainly sectors watched as we talk about earnings season >> thanks so much for dom chu. >> delta is moving high today. phil lebeau joins us with the details. lets take a look at the out

week ever as a crypto trade sizzles, both up 13% break it down as a man too hot to handle himself, dom chu> how about roller coaster ride up and down or hot and cold? what we have seen in the midst of the price action is a rise in trading interest in the two futures contract the slightly more seasoned cbo bitcoin futures are trading around 4,000 contracts a day the open interest and front month future stands at 2,80 contracts, reminder the futures are one bitcoin of exposure put one contract move to the cme futures, five bitcoins per one future. the average daily volume there, 823 contracts, open interest in the front month, 642 contracts according to data from the cme group. the cme and cbo up 2% on the week as stocks themselves, we've seen a rise in the stocks of other so-called bit coins, bit coin companies and online retailer, overstock.com, it's up 32% in the last five days. payments processor square has been dabbling with bitcoin transactions and those shares up 17% in the time span, bouncing back from a recent pullback. but still, just take a look at those stocks, an interesting mov

it's been an incredible week for the market rally let's get to dom chu to give us a broader picture of what we're seeing here. >> the whoop-whoops are happening all over the place, not just on the floor but across wall street and investing america because we are, again, at record highs for the overall stock market the best start to a year for the s&p 500 since 2003 back then, it gained around 6% we're at that 4.5%, maybe close to 5% at this point. check this out the s&p 500 over the past week is up 1.5% industrials, consumer discretionary, energy, financials, cyclical, economically sensitive the ones who do good in a rising economy. those sectors are outperforming. meanwhile, interest rate-sensitive sectors like real estate, telecom, utilities, consumer staples are the market underperformers. as for the best performing stocks in the s&p 500 and the worst ones, check this out because we have at least seagate technologies showing it's going to be the best er performing stock so far on the dow jones industrial average side, no surprise, aerospace giant, boeing, the best performing stock,

if interest rates keep rising, will traders keep selling off those interest rate stocks >> thanks, dom chu in the newsroom, have a great long weekend. >>> is a safety trade really in danger carter worth is back at the plasma to break it down for us >> it's two stocks, tmvz, reits. two of the oldest indices known to markets, the dow jones utility average. what you have here is a one-year chart. you can see the lines, one is going this way and one is going that way what i want to focus on is this spread between the industrials and the utilities. one-year chart five-year chart. it's all about this divergence 20-year chart. there we go again. this is becoming interesting for a mean reversion setup let's look at some stats on this here is the here and now chart again. i want to focus on the 40-day spread over the last two months of trading. and the numbers and stats are at follows. going back to 1929, this has happened eight times this is the eighth time. that's an incident rate, you might as well call it zero it's so rare as to be, well, exceptional. what has happened when this has happened in

. >> thanks dom chu, have a great long weekend. >> so is the safety trades in danger back to break it down for us. >> there are different parts of the safety trade it's not even a sector, it's two stocks utilities is a real sector and what i want to focus on is two of the oldest indexes, dow jones industrial average, 30 stocks and dow jones utility 15 stocks. you can see the line as i can and one is going this way and one going that way i want to focus on this spread between the industrials and the utilities. one year chart, five year chart, all about this dif verge ens, this is becoming interesting by my work. let's look at stacks on this here's the here and now chart again. i want to focus on the 40-day spread over the last two months of trading the numbers and stats are as follows, going back to 1929 this happened eight times. >>> the eighth time. that is an incident rate you can't even -- you might as well call it zero it's so rare as to be well exceptional and what has happened when this has happened in the past. what this is, industrials versus utilities, after -- after 40-day s

breaking it all down is a man who is too hot to handle, dom chu. >> reporter: well, forget about hot,elissa, how about roller coaster ride up and down. or hot and cold, whatever you want to call it. what we've seen in the midst of this price action is a rise in trading interest in the two futures contracts tied to the cryptocurrency the slightly more seasoned cboe bitcoin futures are trading around 4,000 contracts a day according to the cboe, the open interest in bitcoin futures stands at around 2,830 contracts. those cboe futures are one bitcoin of exposure per one contract cme futures which are five bitcoin exposures per one future, the average daily volume there, 823 contracts now, the cme and cboe both up around 2% on the week as stocks themselves we've also seen a rise in some of the stocks of other so-called bitcoins, right, bitcoin companies. check out online retailer ov overstock.com, it's up 32% in the last five days payments processor square has been dabbling with bitcoin transactions, melissa, those shares up 17% in the timespan, bouncing back from a recent pullback look at

rally in the fast casual space in let's get to the man who never turns down a good late-night munchie dom chu last week when people were making fun of me for being way too much into fast food, taco bell in particular, but there's no way to tell for sure if the stocks are correlated, but both are kicking 2018 on the bullish side of thing. cap pit growth up 27%, same thing with emerald, and then aurora cannabis is up 46%. if if you want to believe that somehow restaurants are tied to improving prospects, take a look at darden. improving consumer sentiment may have more to do with it than anything else, but it's fun to think how food and pot might be tied. >> are these a coins dents, or could pop pot stocks spark a rally? >> i don't think it's about the munchies or about getting high it's about getting well despite the sounds they love to play on this show. this is a biofarmo story, a wellness story, where the multiples are going to absolutely outflank the once that come from the recreational use. without the uses for epilepsy or all those things >> canadian companies have a whole business model

i want to bring in cnbc's dominic chu. dom, the market again pushes whatever words aside and continues to go higher. earnings are looking good. >> earnings are looking good. the overall picture for corporate america is somewhat stable. we're obviously still feeling some of the effects of the tax law changes. many companies at least early in the game for earnings reporting season are citing some of the benefits of the tax legislation that was just passed. as we watched the market move higher, it's many of america's big blue chip industrial-type companies are seeing some of the bigger benefits here. you're seeing record highs for the dow jones industrial average and the s&p 500 as well. >> i got to ask you about walmart. just yesterday walmart announced employee wages. we heard about these $1,000 bon bonuses. we should note $1,000 bonuses are only for the employees who have been with the company for 20 years. on the same day, they're announcing closing some of their sam club stores. apparently some of those employees had no idea

. >>> more all-time highs this morning in our etf spotlight dom chu taking a look at what's poweringhe dow >> the dow continuing to rally we hit another record high in trading. while it wasn't the best performing major index last year, it managed to beat the broader s&p 500. if you have health etfs, you're likely still smiling that spider ticker dia is one of the bigger etfs that tracks the dow, and a drives phose behind the index last year was boeing last year, nearly 5,000 points for the dow in terms of its point run. boeing accounted for 951 of those points, that's nearly a fifth of the overall gain. caterpillar added about 9% of the 2017 gain for the dow. united health added about 416 points or 8% so far this year, those winning ways have continued for boeing the aerospace giant is on a six-day winning streak and up 13% to record highs this year. caterpillar is the third best performer with an 8% gain, but some of the early stocks to watch for the dow in 2018 are a couple of underperformers last year ge already up 10% so far in 2018, and ibm is up 7% both stocks were negative in

. >>> first, dom chu is in orla o orlando, forcing him to look at golf and technology. dom?porter: i mean, it's -- phil, i have to tell you, kelly, a huge move here augmented reality, virtual reality, looking at golf courses in my lenses right now, and this could be what is golf of the future more on that story with a big ceo and his vision after the break. keep it right here on "closing bell." so, how's it going? well... we had a vacation early in our marriage that kinda put us in a hole. go someplace exotic? yeah, bermuda. a hospital in bermuda. a hospital in bermuda. what? what happened? i got a little over-confident on a moped. even with insurance, we had to dip into our 401(k) so it set us back a little bit. sometimes you don't have a choice. but it doesn't mean you can't get back on track. great. yeah, great. i'd like to go back to bermuda. i hear it's nice. yeah, i'd like to see it. no judgment. just guidance. td ameritrade. >>> the nasdaq is moving lower right now, down 37 points, down a half percent i just noticed that the texas instruments had earnings last night,

giant announced they are repatriating billions in overseas cash shares turned higher on the news dom chu has a look at the top five companies that could follow dom? >> we don't know if they follow, but we know a lot of corporations in america are on the hook for the tax bills because it is part of the tax cut and jobs act look at the five biggest overseas cash hordes for the s&p 500, there's a big theme apple is just the tip of the iceberg, but it's technology-focused look at this if you take a look at the biggest tax hordes held overseas, apple at $252 billion, top of the list. far and away the biggest out there, almost double what we have for microsoft at $132 billion in terms of overseas profits held as cash cisco systems 59 billion dollars, and alphabet, parent company of google, at $61 billion, and oracle, the software giant at $58.5 billion, and technology rules the roost when it comes to overseas profits. what's curious is whether or not we see the corporations use that tax for things other than buybacks remember, apple, through the first three quarters of last year, 2017, bought

. >>> getting some breaking news we'll go to dom chu back at hq for that. >> so the crypto side of things want to call your attention to moneygram international they inked a partnership with ripple ripple infrastructure for use in transferring funds in a faster, more efficient way it's seen as a big rival to bitcoin. it was as the company that just got its merger shut down by u.s. regulators back over to you >> thank you very much for that. as we go to break, a check on markets at this hour the dow is up 111. we've gorerdt co highs almost across the board "squawk alley" is back in a minute >>> welcome back to "squawk alley. attorney general jeff sessions pushing back on legalized marijuana, advising lawmakers to prosecute offenses for more on the growing cannabis industry and the issues facing it, we're joined by patrick mohan, a former supervisor at the u.s. drug enforcement agency patrick, thank you for joining us today. >> my pleasure >> so what do you make of this sessions' decision to reverse the federal government's previous sort of hands-off policy where state experimentation aroun

that's where we currently stand, a gain of 200 points dom chu has a market flash for us >> reporter: we are seeing some downside volatility. shares of philip morris international, after the u.s. food and drug administration has voted to say that philip morris should not be allowed to say that its new electronic tobacco device can reduce the risk of disease. if you look at shares of british american tobacco, altria, i should say, all of those shares are taking a leg lower and bouncing off their session lows. we'll look at these tobacco stocks this afternoon. >> thank you very much, come do. >>> coming up, our traders will debate how high amazon can go. >>> it's the five-year anniversary of the billionaire brawl heard round wall street. rc t's happened since that epi h herbalife battle has exposure to energy infrastructure mlps? think again. it's time to shake up your lineup. the alerian mlp etf can diversify your equity portfolio and add potential income. bring amlp into the game. before investing, consider the fund's investment objectives, risks, charges, and expenses. read the prosp

. >> let's go to dom chu with a market flash. >> looking at where the records are, in the dow transportation average. it hit a record intraday high and it's near that high and holding there near midday trading. all at last check are high on the day. shares of matteson, fedex, ryder system and ups are up. back over to you >> all right dom, thanks very much who likes the transports here? >> i think -- i think the airlines are going to be challenged they don't hedge as much as they used to. if you look at their fuel costs for the last quarter they were rights meaningfully and if you have a low dollar and you're bushel on energy, i think you have some -- some troubled waters for the airlines going forward. >> this is from somebody who has been as bullish on the airlines as anybody that i can recall. >> absolutely. >> hat least over the last couple of years. >> absolutely correct, and i will be shaving again on the -- on american airlines. >> shaving >> not shaving here. >> i don't want to get past the break news that you'll be shaving. >> thank god. >> but, no, i think that that's their biggest

i want to bring in cnbc's dom chu. we saw united health care care yesterday being the biggest drag since the amazon/berkshire hathaway/jpmorgan announcement. all they told us is they will provide health care to their employees. how is that sitting today? >> reporter: you're right, stephanie, the whole news about whether or not amazon, jw morgan chase, and berkshire hathaway can actually make any real headway in improving health care costs for right now just their employees still remains to be seen. they make an anomalous statement, it's going to be technology-related solutions. and all of a sudden, an entire industry sells off. health care was by far the biggest drag, not just on the dow, but also on the s&p 500 overall. so as some of these health care insurers and pharmacy benefit managers and drug stocks took a big beating today, we'll see if in early trading they can recover some of those losses. the dow and s&p have a long ways to go to get back the total loss in two days. >> but the fact that this deal is still so

so much going on dom chu has more >> scott, a very tale of two cities feel for the green light capital investor letter. many are often like this a play-by-play of the winners and losers they posted a loss of 1.6% that brings their year to date performance to a positive .6%. now the bad news first is that that was the way it was presented in their letter. the biggest loser wrs short positions x their bubble basket. shorts in pillar, amazon, athee na health, netflix and tesla stocks they thought with were priced with lilt l marnl nl fn error. the big winner was general mor toes others includes a german energy company and the spin off from do you want in 2015 during the past quarter, the firm also exited positions in the gold miners. they did thhave a loss. also a small gain after getting out of hewlett-packard intersurprise and a loss on at least a position in right aid. the new positions include bri t brighthouse financial. also ensco, time warper as well as a new position in twitter they said they got into it with an average cost basis of $21.59 per share m back to you. >> thank you so

cnbc's dom chu joins me. geopolitics. two, years ago, we talked about wall of worry.e haven't seen it play a part in the market. do you think this year will be different? we know we've got the protests in iran. north korea's relationship changing all the time. is that going to have an impact on the street? people still buy stuff on amazon no matter what happens around the world. >> if you look at geopolitical issues around the world, they're not unlike the risks we've been dealing with in some way, shape or form oemp the past four years. any time the market has had a reaction on those particular geopolitical concern, things have bounced back in pretty short order i guess is the best way to put it. the issue now is whether or not there is real effect from these tensionings. the indications right now are the market continues to shrug off all of these international problems that exist and every time we've seen basically a diminishing effect of these types of situations on the market impact. so it used to be three years ago if kim jong-un in north korea had some kind of a

dom chu is here. shares of juno therapeutics are surging in the pre-market trading.alks to be acquired by drug maker celgene and a deal could be announced in weeks. dollar general and dollar tree are out performing both dollar store chains have long-term growth prospects and shares of british publishing company pearson are lower this morning. it says that sales of u.s. higher education course materials are down 3% from a year ago pearson had said back in october that pressures in that segment were easing. turns out to not be the case and the stock is down by almost 6% ibm getting a double upgrade this morning at barclays which boosted its rating of ibm from over weight to underweight an upbeat main frame cycle will give the company time for the strategic initiatives to take hold to the hot news that we've got from dom. >> texaco about to roll out the new products just in time for the super bowl >> we have the first look. the reason why pepsico is such a big deal the pepsi halftime show is an integral part of every super bowl show. this time around we're getting a fir

investors waiting to see if stocks will continue for 2017 red hot streak or cool off in the new year dom chuhere with us, what do we call the january effect, right dom? >> we talk about this effect what is the first trading da i say about january overall. nobody really knows, well, not many people does not expect the massive run hire that we saw in stocks this year lets take a look at history for january over the past 20 years, we want to look at that. our partner looks at major index for the last 20 years. the dow down by 1% and s&p 500 up by a quarter of a percent if you take a look at how it fairs for all twelve months, january is the third worst performing on average. it is down about 3 quarter of a percent. it is a coin toss on whether we see a positive or negative months the worth months that we have out there is the month of september. august is down to a full percent. yes, it does not predict it but certainly analysts and traders will use this as a basis to formulate their forecast in the coming twelve months, guys >> 2018 is under way what's the expectations for the economy and the

dom chu with the ceo of caloway. dom. >> i'm here with chip brewer, the ceo of caloway golf, one of the two major publicly traded golf companies thank you for joining us here on cnbc you're here at the show for a reason what is going on with your particular product and company that has you excited about this year. >> this is a great time of year for us because we get to announce our new product and energy and toys that are coming for the year so we have the new rogue product line driver, hybrids, irons, brand-new technology, brand-new golf balls coming. it really all starts here. and it is the year. >> and last year you made big strides in terms of your club line products. tell us what was behind that and could you keep it up in -- >> we had a great year from a brand perspective and from a total business perspective two significant acquisitions, both of which have been great for us they're displaying here as well. and thecall oway side, we become the number one golf club company on a global basis in terms of dollar so

. >> all right dom, thank you dom chu in the newsroom. get a check on cryptocurrencies.ea is banning anonymous bank accounts used to buy and sell cryptocurrencies. the government will collect 52% of corporate and local income taxes from the cryptocurrency exchanges this year. there is an interesting new report out taking a look at the risks of investing in the cryptocurrency projects online 10% of the funds raised through initial coin offerings are lost or stolen in hack attacks. staggering $7.2 billion raised in icos last year. that's a lot of dough. >> yeah, the focus on the underside of the, you know, of the speculative mania. you wonder about the long term technical adoption and all the rest that people say they're playing whether they buy the cryptocurrency. >> if we had the losses in any other asset class, it would be major story. but we sort of just, i don't know, are we shrugging at it because we're so immune to the stories that come out of the sector >> i this i that the fact that these shares are the coins from the icos are lost or stolen underscores this notio

. >> all right, are we going to go to dom chu why don't we do that >> again, dom has more >> we do haveore we want to call your attention on shares o f lows right now which are moving higher, this is after some comments and a report out of bloomberg saying that de shaw is set to build an activist position right now it is moving the stock and you can see their lowe's shares is up to 3% >>> student loans is a crippling problem. the average debt is $29,700 per borrower if you got loan maybe the state of kansas will pay them off for you or help you at least >> their program offers student loan repayment if you move to one of their designated rural counties joining us now is governor brownback. i want to get to this program quickly. i want to begin with today's news respectfully, you have been nominated to take a position in the administration as an ambassador at large for religious freedom. i wonder in light of the allege comments of the president yesterday, how do you feel about those comments and aboutd and taking a job in this administration >> what's actually said in that comment, i am

thank you very much, bob pisani >>> stocks tearing through -- where can you find value in this market dom chu is looking for some bargains >> as we talk about the 1,000k move, mathematically it's getting easier to get there, but there are places in the market you look at some of the underperformers the past 12 months general electric, three dow members that are actually negative on a 12-month basis are people picking up value? up under today's news. the gains are still there. take a look at this, though. we talk about the dogs of the dow, the highest yielding members. other people looking at price-to-earnings ratio, how much a company makes in profits, and how much you pay for dollar of those profits intel an underperformer in the dow over the course of a year, and these represent the lowest price-to-earnings ratios there back over to you >> on a day with many amazing data points, perhaps heats's the most amassing at all saying if seems like irrational exuberance the question, though, is he right? sam wise is joining us and chief investment strategy 'tis with key bank to be clear sam zell is

time for sector sort we'll get to dom chu. >> check out what's happening in technology, the best performing 500 as we hit record levels across major u.s. indexes. you've got shares of amd and ibm. check out stocks not in the s&p. blackberry and baidu after collaborating on self-driving car technology blackberry one of the best performing stocks in the north american tech, igv we'll keep an eye on those particular symptoms. we'll send it back to you guys, mike. >> dom, thank you very much. trouble ahead for retail despite better than expected holiday shopping season, new report from cushman and wakefield, a number of u.s. store closings expected to jump 33% to more than 12,000 this year adding another 25 major retailers could file for bankruptcy in 2018 let's bring in ceo whose company owns 63 malls around the coun y country. let's start with that, would you dispute the idea there remains intense pressure in terms of a lot of change, a lot of store closures and therefore malls under some more pressure >> absolutely. i would dispute that 100%. we started this year on such a good note. we had

dom chu has a look at stocks that could be hit hardest. >> kelly as we talking about the gyrations ofhe market on those dualing headlines from reuters saying that yes, we could see more of a likelihood of the u.s. pulling out and then maybe dampening some of that expectation. we did see the stocks move and these are the ones you'll want to focus on going forward as possibly the battlegrounds for if nafta becomes a bigger issue down the line. we took a look at some of the biggest companies with revenue exposure to canada and mexico. so according to facts set, using msci data. check the names out with regard to canada here florida gets around 11% of sales from canada. costco gets around 15% of it's revenues from there. marathon oil, about a fifth of their revenues and then kors, maybe no surprise there, 28% of total sales profile is related to canada. now on the mexico side of things, check these things out, they could be a big deal as well american tower, 6% of the overall sales. the auto parts side of things, 9%, then a couple of trngs stocks very much in focus today. union pacific, 1

inventory, they can bring the spring stuff in and they pvh also going to do well here and vf corp., dom chuad a good piece this morning, talking about how they have northface, which has been a dog but it's no longer it had been really exciting and then it peaked macy's sells a huge amount of north fa northface. if you want to sell macy's, fine it's up almost 50% from when people thought no one was even going to see santa there but the margins are awfully good getting very close to 25k. five or six points away. really quick, we mentioned dpz earlier. credit suisse does bring it to outperform >> i love that piece that he did. when you're staying at home, you go and buy a six of madelo, constellation numbers, they report tomorrow. and then you order pizza i mean, i can bring you tacos if i have to. >> they say that the q4 sales miss has largely been priced in. there's an investor day coming up on the 10th >> yeah, patty tells a great story. and people don't realize that the investor day -- >> there it is man, that graphic goes fast. dow 25,000, halfway between 20k and 30k. a little less than a

thanks so much for joining us here on "power lunch" in davos >> thank you very much let's get to dom chuket flash >> we're watching shares of tesla. as you look at the chart intra diday. one of the forces in the sharp movement in the shares is a cnbc.com story on our home page right now talking about possible battery issues with tesla. according to current and former employees, some of the batteries issues that are happening at the giga factory for tesla are maybe going to have an effect on model 3 production, possibly causing delays that's causing the stock price to move lower. again, off the session lows. go to cnbc for the rest of the story. that's the reason why the shares are on the move. back over to you guys. >> thank you very much of course, we're watching earnings closely >> amazon getting a big price target upgrade could the e-tail giant go to $1,800 in 2018 that's straight ahead on "power lunch. i've gotta say, i love the new place. oh thanks. yeah, i took your advice and had geico help with renters insurance- it was really easy. easy. that'd be nice. phone: for help with chai

. >> let's get over to dom chu at headquarters >> it's tough to find a silver lining on a day when everything seems to be red. like ug said, there are some positive pots on the marketplace. if you take a look at the sector action overall, it may be no surprise it's got that risk on/risk off feel by that i mean to say the defensive or less economically sensitive, bigger dividend paying sec stores like the utilities and telecom stocks are the relative outperformers in this trade here. health care, we know what the drivers are with the amazon effect and energy on lower oil prices we'll wait for that private inventory data coming out later today. of course, government data auto oil coming out tomorrow. that will drive a lot of those sectors overall. as we talk about one of the reasons why maybe this isn't the huge panic a lot of folks are maybe trying to make this out to be right now, we know that interest rates are a big part of the picture. we know maybe rising rates is skauzing a little bit of the action in the stock market overall. in times like this, the ten-year treasury note would see mayb

dom chu is looking at the businesses that could be helped or hurt by maybe this deep freeze. >> bob made mention of some of the stocks that could be in play here from jacket makers and whatnot, but we looked at some of the stocks that might be closely associated with the winter weather and we asked our data partners at kensho to see how they perform at the months end of november through end of march over the last ten years. polaris which makes among other things snow vehicles is actually up only 2% on average. positive trade 40% of the time yeah, winter stock but maybe not as much of a benefit from the winter weather vail resorts, they're up about 4% of the time, not too shabby, but only up 60% of the time. think a winter stock that would be up pretty big compass minerals does a lot of the salt manufacturing for roads and that sort of thing is actually about 8% of the time positive, 70% of the time, 8% average gain one to watch perhaps there. columbia sportswear, bob mentioned that one average gain of 10%. it's positive 70% of the time. and the one that people talk about anecdotally spea

. >> thank you, bob, see you later on bob pisani let's send it to dom chu meantime back at headquarters with a closer look at some of the dawns of the dow. >> end of one year into the beginning of the next where a lot of traders and investors look toward this dogs in the dow strategy in a nutshell, take a look at the ten highest yielding stocks in the dow, buy them, hold them for a year then rebalance the whole thing the next time around this particular strategy, this time around, focuses on the ten stocks we have in our current dogs of the bougdow. th check this out ge, cisco, procter & gamble, coke coca cola, chevron the dividend yields range from ge's 2.7%, cut its dividend by half not too long ago, up to verizon's 4.5% dividend yield, one of the higher yielding telecom stocks we talk about the reasons why people look at these, a lot could be some of these stocks have been beaten down pretty badly, like general electric shares to a point where the dividend yield becomes very attractive, very hesthy evfty ee they cut it. there's a case to be made for some folks buying beaten up stock

dom chu has more dom. >> stock pickers did great last year, and if you take a look at the overall marketsid beat the indexes we always talk about how warren buffett has a bet about ho passive investors will always beat the hedge funds, and then generally they're right. last year if you take a look at the numbers, it's pretty compelling this is christopher harvey he and his team take a look at large cap fundamental stock pickers, the big mutual funds, like the contra funds of the world, fidelity. they took a look at the biggest 50 out there, and they figured they outperformed their benchmark large cap sbeks by 2.3%. small caps underperformed large caps, but small cap stock pickers, the manager who's get paid to outperform actually outperformed by almost 3%. pretty big move there as well. a couple of the things to watch as we approach 2018 in in the bulk of it, value versus growth. that was a big theme last year if you take a look at the russell 1,000 growth versus the russell 1,000 value indexes, you'll see a big amount of outperformance growth, 33%. value, 12%, 13%. that's massive we'll s

i was talking with my wife, dom chu makes any story come alive come alive, no matter what >> not just the love i have for you, but also for penelope she's an unbelievable person i love her, she's a fantastic wife, fantastic person in general. >> that's nice, dom, but your golf swing annoys me >> my golf swing annoys a lot of people >> you know why it does? because of the way you transition >>> have the hitch at top. >> no, you don't it's butter. it reminds me of someone who has practiced a lot. that's the key if you can come from here, accelerate into the hitting zone, what's your handicap a 4? >> i'm higher than a 4 >> ask him how many games he played last year >> how many rounds last year >> did becky ask that? >> yes, she did. >> did my wife put her up to that. >> i'm in cahoots with your wife >> she's been talking to megan >> how many rounds did you play? >> what can he do with the baby? >> help out with the diaper. >> it's your job -- >> oh. >> whoa. >> guys -- this is what i meant. you are the -- you are the nurturer you're the one with the food you're the one with the food >> i

join us from theeworstk chge ve n yk ocexan back in a moment >>> welcome back it's cold outside but dom chu usually heat up during the winter >> we're talking about stocks that heat up when the winter weather hits all of us our data partners at kensho take a look at the last ten years to see which stocks do well on a performance basis. check out some of these names. one of the best-performing stocks during that winter span winter is between the end of november, we'll call it, and the end of march during that time over the last ten winters, home depot shares, home improvement retail up about 11%. it's a positive trade 80% of the time maybe people going out buying salt, shovels, that type of stuff. netflix, we talk about that whole cabin fever of people huntering down and watching online videos all the time, binge watching everything. those shares up 35% on average each season. 80% positive trade for those over the last ten years. auto zone. are you going out there buying new car batteries, scrapers for your windshield? that sort of thing that trade is up 11% on average. it's a positive trade

dom chu choins us njoins with u nafta-sensitive stocks, both ones that are hurting and one that benefitss on whether or not we have nafta in place or we get out of that a. but we are going to see the effects in the market. we saw them pronounced in the currency markets so let's look at an example. dollar/mexican peso, you can see the straight line up that happened on the headlines that maybe there was new development about pulling out of nafta. dollar rising against the peso you saw a similar move against the canadian dollar as well. in the equity markets, some etfs that track canada and mexico in this case the canada etf on the right-hand side of the screen you can see the sharp drop lower so we wanted to look at the sensitive stocks to these nafta headlines. they're the companies that get a lot of their sales exposure to places like canada and mexico. canada first if you look at companies like flour, they get 11% of their total sales from canada. costco gets 15%. quanta service which is provides infrastructure and support to power companies and oil and gas companies, 16% exposure. mara

dom chu is going to tell us if there was anyone out there buying the dip dom, it looks like the answerutures this morning. >> we were taking a look at yesterday's action to see if anybody went out there and wagered for a little bit to take a look at the discounts in the marketplace. to put into perspective, people wished they bought boeing. half of the dow's premarket gains are that one stock alone united health group, one of those stocks, amazon, jpmorgan, berkshire news took a pretty big size dip at the opening. yesterday at the far end of the chart and then throughout the course of the day we gradually saw some buying back in there. it didn't finish positive. still, perhaps a sign that people wanted to at least cover shorts or go long a little bit at united health care stock. also, the same thing hand with cvs health as well if you take a look at some of the overall pictures from these type of stocks in this kind of environment, if we see this volatility arise throughout the course of the day, it might be a sign that people want to get involved on the long side of these things check

another megaweek of earnings economic data and possibly more record breaking sessions on wall street dom chu. >> i have, not fresh off of worldwide exchange i have a little bit going for me it is in fact the super bowl of earnings because this week alone one out of every five companies within the s&p 500 will announce its quarterly results. 110 companies at the last check. if you take a look at the calendar, it is pretty huge. we're talking about the likes of apple, amazon, facebook, mcdonald's, ups, you name them as we talk about what we should expect, let's set the scene by saying this has been a pretty darn good earnings season. if you take a look at the beats, misses, meets, it's been pretty impressive 80% of stocks that have reported so far to this earnings season have actually beaten analyst's estimates. that's slightly better than the beat rate. 8% have met expectations and 12% have missed. that's over 25% of the s&p 500 already reporting the numbers. this is a huge week overall. if everything goes as planned given that particular set of circumstances we could expect to see again doub

. >> thanks, dom dominic chu. >>> the bid to, is turning into a battle with the government julia boorstin at ces in las vegas. >> reporter: hangs so much i'm joined by john martin. thanks for talking to us. >> thanks for having me. >> so much interesting what does the deal mean for you? why is it important for you that the deal go through? >> i think for us, the ability to connect up with at&t, there's a few key advantages number one, you know, there's a race right now going on with premium content companies trying to gain better technology and better access to data. data is an overused term, but what it means is if i want to know where a fan is or how to connect with a person on an individualized basis, i need that person and what they like and how i did super-serve them at&t has a massive amount of data, a hewlett scale platform, and then tens and tens of mills ons of mobile relationships. >> so resulting in higher advertising? >> i think that's a very near-term opportunity for sure, the ability to have addressable advertising, where we don't just sell nielsen-rated parts, we can actual

cnbc's dominic chu is here to explain. dom wireless network. one of the main drivers for that possible move to nationalize telecommunications infrastructure is the growing security concern involving china. one of the openings being considered by national security officials in the trump administration is to have the government pay for examine build its own super fast mobile network and rent it out for private use to companies like at&t and verizon, all this coming from axios, citing documents that it obtained. >>> speaking of wireless technology, appearing may be looking to cart the mattockly scale back production for its iphone x model. apple told key suppliers it will have production targets for the first quarter, but it's going to keep production targets unchanged for lower priced models. nikkei did not cite a source for that report. >>> and the big merger news on the morning comes by the nonalcoholic beverage industry, publicly traded sodamaker dr. pepper snapple will be bought out by keurig green mountain. that combined co