i can go over all of the negativity i see and the 3m downgrade off of the new ceo. really. a cisco slam off one negative in a sea of positives. immediate response, no reaction to today's huge foreclosure deal. it's amazingly positive for the big banks, i can go on and on. i saw a terrific chart giving an honest depiction of what i'm talking about, showing the net number of upgrades and downgrades. there have been more upgrades than downgrades, i find that preposterous. they outnumber them by double digits. there have been six days where they had net 20 downgrades or more. given the earnings, that's nuts. it's the definition of crazy. i know a lot about insanity, so does siri. in 32 years of research i have never seen a less positive, more gloomy group of analysts than this group right now. sure there are worries and yes, there are big issues. the analysts act like we're in the precipice of a major downtown. i search for meaning, and i realize they are, alas, honey badgers. they don't care. they don't -- well, let's say, give a darn, and they are a huge reason why this rally

i'm talking about 3m, procter & gamble, i like that restructuring, or emerson.for the 3w07bd market has to end badly given the rates they're pricing these corporate xwonds off of are artificially low courtesy of the federal reserve's endless attempt to get the economy and in particular the housing market back on track. well, many people think the fed can only control shorter-term rates, the impact on the longer-term, the kind of rates viacom's taking advantage of, undeniab undeniable. i think anybody that buys this 30-year viacom bond simply has no understanding of the history of interest rates and how they can skyrocket after years of budget deficits that aren't aided by the fed. meanwhile, these buyers fail to recognize the ability of dopz reinvent themselves over a 30-year period and do the right thing by shareholders by returning capital their way in the form of bountdful dividends. my hat is off to viacom for getting this incredible bargain. however, i want to throw an odd job style hat at the buyers of this paper. i say they deserve a beheading. but that w

solar capital, huge yield, and 3m, industrial, entertainment company, and a financial company.nd i say yes with good yield, goo goody diversification. >> caller: this is skip from bay ridge, brooklyn. >> what's up? >> caller: i'd like to know if i'm diversified. phillip morris. >> what a stock. >> caller: johnson & johnson. johnson controls, glaxo, and with a name like smucker's, it has to be good. >> actually, smucker's last quarter wasn't too good, they got hit by the rising costs of peanuts, by the way. glaxo, without a lot of growth, phillip morris, just a best in show. one of the best-performing stocks in the world. j & j, a problem there, smucker's, food, if i had to be in a food stock i would prefer kellogg. i don't like this grouping. i don't like the j & j and glaxo. let's sell some j & j. and bring in, you know what? why don't we bring it at wells fargo, u.s. bancorp, get financial in that and that would do it. "mad money" is back after the break. hello, how can i deliver world-class service for you today ? we gave people right off the street a script and had them rea

even that 3m ad was about experience, that was the transit equal. now gingrich saying this president sun -- this guy is unacceptable, he's pro-abortion, he's a liberal, that's an attack. >> and it's not limited to the permits involved, there's another interior number in that same abc news poll. 54% of mrn adults say they disapprove of what the g.o.p. candidates are saying. and no matter how many pacs you citizen united, can you buy your way ooph that? >> it's very tough, because it's all on videotape, as you well know. part of the narrative that newt gingrich is pushing forward with now that there's no real difference between putting mitt romney in the oval office and obama goes to the heart of the obama reelection campaign, that mitt romney has no corement they're going to collect all this videotape and put this into ads in the fall saying what is mitt romney? is he a moderate? like when he crafted the healthcare plan in massachusetts? or should we believe what he said most recently, that he's going to repeal the healthcare bill? i think that is go

a lot of news out of 3m of late. >> remarkable company. dividend aristocrat. a lot of people wrote it off multiple times. always a big mistake. very big asian leverage. like it very much. good balance sheet. >> circle back to facebook. >> the tax story is just using zucker berg as an example "new york times" in the. listening to austan goolsbee talking about mitt romney and what will take place during the campaign if and when he is the assumed nominee for the republican party and what ultimately will take place in terms of tax reform, it's interesting yet another question. there you're looking at the board members, by the way. that's what we're talking about. melissa, it is kind of interesting. >> all white men? >> they couldn't find a woman? really? >> they couldn't find a woman? they couldn't find a minority? >> it's 2012. >> do they get a free pass because they've got sheryl sandberg at a high position? there's a huge "new york times" article about how she's one of the most powerful women in silicon valley, maybe corporate america at this point. does it giv

those that would do it if they became low in price, they felt it would be coca-cola and 3m. would do it for any other reason than perhaps their peers were better valued than they were. >> allison, any thoughts on that? >> my sense is, you had mentioned people might view these companies showing slower growth, my sense is, you can still pay out a decent amount, particularly after several years. the company is building up strong balance sheets and have healthy opportunities for growth. one thing that's concerned me about companies accumulating a lot of cash is there's reinvestment risk, which is allocating the dollars to the wrong area or merger risks, companies going out making acquisitions. and fewer than half of them with acquisitions are successful. having a high dividend, even if you're a company in a good growth mode, only make acquisitions when it's essential for enhancing the franchise. >> allison, thank you for joining us today. >>> turning jobs into a cash cow. >>> a sure sign some think the economy is still in the toilet, according to the website inside hired, severa

gm, american express, 3m, ge. actually, i don't know if ge is in it anymore. keep that in mind. it's not representative of what's in your 401(k). that's the s&p 500 much that's up 8% this year. i want to look at the dow because this is the psychological one that everyone looks at. it crossed 13,000 for the first time last year since may 2008. guys, look how far stocks, as measured by the dow, have come. in may 2008 was the last time 13,000. basically the economy and the stock market crashed. the president took office, and then slowly, slowly, the stock market has recovered. it is up 63% during this president's administration. so clear lirbly, the stock mark telling us that corporate profits are recovering. remember, the stock market doesn't reflect how you feel. it reflects how companies feel. the companies feel good. they have a lot of cash in the bank. they're cautious about hiring. they're giving money back to their shareholders. not necessarily hiring, giving money back to shareholders, and things are doing well for the companies. a lot of you are asking me, wow, stocks are

>> reporter: the dow is 30 stocks, suzanne, they are companies like alcoa, american express, 3m, ge, making money, recovering from the financial crisis and the ensuing recession and doing so well that the stocks associated with them and the dow 30 is doing the best it has done in four years. so that is what is doing it. also this greece bail out package helping seal the deal, finally investors can look at that, uncertainty taken away for now out of the market, so the dow very close, 8, 9 points away from 13 the s&p 500 is 500 stocks, a better reflection of what is probably in your 401 k, has been doing well also. so stocks have slowly but surely been recovering, and doing kind of nicely. i want to show you a chart of the dow jones industrial average where it has come since 2008. the dow the highest level since june of 2008. i have a blue sphere at 2008. the economy and stock market was crashing when the president took office. since then it's up 66%. this becomes part of the political story a little bit because companies are doing better, that is reflected in how the dow is doing, doe

the question is when you've got $100 billion market cap, bigger than mcdonald's, bigger than 3m, biggeran you grow and what is the growth rate going to be? they're pricing in perfection for growth rates. you saw their growth rates slowed from 134% in '10 to 164% in '10. >> sounds like a skeptical review. >> ultimately you have declining growth rates which ultimately people are going to look at and go wait a second it's slowing its growth. it's still going to do incredibly well. do i think it's a $34 stock when it comes out that goes to $100 or $200? i don't know. pretty hard considering it's a $100 market cap. >> i feel you're going to get a slug of that. >> i'm not buying the stock. in the risk/reward i think it's priced in. in the private market it was a $140 billion market. could you see that. i just think that if you see one quarter where they have a hiccup of some sort, they will get annihilated. the can. is extraordinary. >> one question people asked about with advertising it's a huge number of daily users, 430 million plus. >> 485 million. >> but a lot of the users are mobile use

a special code was used that works around a user's preference not have web browsing habits tracked. 3mbute $1 billion to bolster their pension plans. they are trying to deal with low interest rate environment. a big payoff for the former director of the broadway musical "spiderman." producers will pay royalties for the full run of the show. that amounts to already about $10,000 a week. >>> amazing story. among the catalysts for yesterday's rise, optimism about greece. a spokesman for the greek government saying athens expects to get eu approval on monday to begin a debt swap with private bond holders. european equities trading higher on hopes that greece can avoid a messy default and you can see european markets there. we got green arrows across the board. one of those fridays where we're told we'll get a deal monday. will there be disappointment on monday? >> today we got economic reports to look forward to in the u.s. a couple of key ones at 8:00 eastern. january consumer price index. at 10:00 the conference board releases its index of leading economic indicators which by all indicat

. >> 3m, cut to hold over valuation? >> you know what? have seen a dramatic number increase in this year of valuation downgrades that makes very little sense to me. >> remember, another theme park, remarkable increase in dividends and yet sells -- 10% yield, cedar fair is the play when it comes to the great american scream machine kind of activity. >> we heard from phil lebeau earlier this morning on ford. erie took looking at auto sales and what it might do. >> i think auto sales, the subtle movement here is 14 million, going to 14.5 million, maybe as high as 16, volkswagen saying watch union pacific, it's the one that's most levered to the automotives. everyone's worried about the transports not confirming the dow, carl, that's because coal is so much a railroad is coal, union pacific the winner, csx, not, norfolk southern not. >> i don't know if they're on the other side of the floor yet or not. >> we're keeping conversation when it comes to greece. the key component is we don't know what the alleged deal is at all. >> the statement is