the first is almost always bad and that's been the time to buy autozone.rep yourself, understand the real story is the incredible shrink share count. they had 563 million shares outstanding, now only 535 million. this company is totally committed to the buyback. and they've come in with guns blazing within a couple of days after reporting. wait for the quarter, expect the stock to get hammered, do a little work, but remember, this is a teflon equity. go check the chart, it will bounce back, be ready. toll brothers. well, we know them, right? that's the higher end home builder. they report tuesday, too. and in some ways this might be the most important tell for the week. i like toll's management. they were upfront during the crisis about what higher rates and lower rates mean. whether there's overbuilding. whether things have gotten too hot or too cold. they used to grade the regions. is there a level where business drops off? is there a level where things are overheating? i don't think like the home builders, but i think the home-related stocks might get a

but remember, autozone reports tomorrow, and the pattern has been autozone gets completely hit right after they report and then you have to -- >> buy, buy, buy -- >> so don't worry about o'reilly's really good. the roses, they -- you can stop and smell them. if you wait until the market smells right, though, you might miss the big move. and that's just one of the truths of investing. but we'll get through it together. stay with cramer. >>> coming up -- fashionable financials? tommy hilfiger, calvin klein, izod, van heusen and speedo, the bevy of brands from pvh given an unprecedented look at the consumer. the earnings are out and cramer's got first crack to hear what these numbers may mean for the holiday season ahead. >>> and later, neighborhood watch? housing is back. and that's meant boom times for many of the brands you find around your home. but does the rebound in real estate make these household names a buy, or has the comeback opened another door to invest? >>> plus -- instant gratification? do you swipe for points, money or miles? millions of consumers use reward programs wh

and autozone up almost 3% ats this hour. >>> as for tonight on "fast money" the ceo of sun power and,ergy stocks have been on fire of late. >> 400%. >> the stock up 425% this year. a rough past month. we'll ask him about that past month and what he sees for the entire industry. >> 400%. crisis over for him. >> over for sunpower and a lot of the solar stocks. >> are you comfortable with that call, crisis over we seem to be making today? >> it's interesting because buy the rumor sell the news. is crisis over? sell the news, that's the question. >> good question. we will wrap it up there. great to be with you as always. >> great to be here. >> that will do it for this edition of "power lunch." thanks for watching. >> stay tuned. "street signs" begins right now. >>> with all due respect to our friends at "power lunch" are things all that rosy for the american economy? welcome to a sunshine "street signs." this hour we're going to lay out the reasons to be optimistic heading into the new year and some of the sticking points we still face. your other big topics how gm just made a huge move

autozone, the nation's largest automobile parts retailer, topping estimates. boosted by the addition of new stores in the u.s. and mexico. let's get you caught up on the broader markets. after a record close for the s&p 500, stocks pulling back to some degree as they weigh a fed tapering and budget talks in washington. down a little more than three and the other two markets falling in similar fashion. let's look at the treasury market. little change as well. yields falling in little at the longer rent of the curve. they are attracted by the increase in yields we have seen near their highest in about three months time. fed tapering and the prospect factoring into the treasury trade as well. with just three weeks left in the air, lots could move the markets including next week's fed meeting. roubiniown with nouriel asked how he would invest $1000. >> every day you have to wake up and make sense of this complicated world. i prefer to be called dr. realist and not a pessimist or an optimist. i predicted the financial meltdown that occurred in 2008 and 2009. during

different story of its competitor, autozone. another one in the auto industry. profit rising.ating. why? say it ain't so. stuart: just happening now, the sec has voted unanimously to impose the volcker rule. fdic has voted unanimously to put in place the volcker rule which would have placed severe restrictions on trading by investment banks and the big banks. by the way, goldman sachs at a new high today in part on that news. starbucks and nicole. the stock is down big, but can you tell me why? nicole: i was reading a note from my analyst looks into starbucks and the like, sales are slow, they have had two great quarters, but that's now sales momentum may slow and with that the stoc stock dropped. i am a big fan, gol gold card hr from 2008. i was one of the first ones to actually get that. and you have to earn it, you don't just to get it. stuart: thank you. charles is here to make us money. nicole: hardware stuff, transmissions, the microwave, radio frequency microwave. i don't want to sound too crazy, just picture a word that is simple. one of these companies yesterday up in

sears, returning capital to investors in the form of his other holdings, including autonation and autozoneother front on which he is facing issues and analysts say that you could see his stake drop even further as a result, potentially, or more redemption. we will keep watching the situation is more investors look to sears to realize the value of more of their real estate. more in 30 minutes, "street smart" is next. ♪ wil in the volatility, we are taking a higher, a move to a record high. 59 minutes to go until the closing bell. your last trade of today and your first trade for tomorrow. another day and another record. >> isn't it amazing? one after another. take marcus down for three or four days and guys come in and buy. that happened last week. here we are. i will show you thr

autozone shares topping estimates.ce boosted by the addition of new stores in the >> u.s. and mexico. >> -- in the u.s. and mexico. >> coming up on the number one stock of the day, general motors. the government sells its stake in automaker and names the next leader. the first female ceo wille global succeed -- barra willmary succeed as the next ceo. [closing bell] the volcker rule comes into play. we are done about five points there. lost 3/10 of one percent on the s&p. consumer discretionary doing a little bit better. >> stocks are a little bit lower today, but off a fresh record high. the s&p is off by about five. nothing really happened today to change sentiment. are in alike investors .ait-and-see mode washington is trying to come out of the budget talks and negotiations. and we are waiting to see what the fed does next week. nearly one third of economists we have surveyed now think the fed will start to taper. everyone thought it was going to being next -- the end of december. >> he made this point to me recently

. '>> number seven, autozone. reporting first-quarter earnings that topped wall street estimates.formance was boosted by the addition of new stores in the u.s. and mexico, and the growing commercial business. a licensingix, agreement with micron technology for rambus. j.p. morgan sees the settlement as a positive for rambus. >> number five, united rentals. fromraised to the top pick outperform. now has a monthly price target of $85 per share. the stock of more than 50% this year. plus heads and new 52-week high yesterday. >> number four, ups. this is the biggest -- busiest time for the big brown. taking you inside the world's biggest package he delivery -- package delivery company. we will have exclusive interviews with the top executives, including the ceo later today. >> number three, toll brothers. reporting fourth-quarter earnings that beat analyst estimates as prices for houses are climbing. talking about the drama of yoga pants. talking about lulu lemon humming in at number two. the founder and announcing he will step down as the chairman. the company naming former tom's sho

on new year's eve, you'll see the autozone liberty bowl. it's rice versus mississippi state.of republic headphones along with a bulova watch, sandals, shoes, other kinds of swag. the bbva compass bowl will see vanderbilt play houston, and players will get a new samsung galaxy 3 computer and cool oakley sunglasses, hats, balls, that kind of thing. those are some of the cool gifts. what if you feel like heading out to see the favorite team play in person? tickets will be expensive, though prices have been trending down, that's according to tick iq. the sugar bowl has an average cost of $311. the michigan state-stanford rose bowl has an average ticket price of $835. of course, the all-important florida state/auburn, bcs national championship, it will cost people an average of around $1,250 a ticket. now, i don't know about you guys, but i'm definitely going to be watching from my couch this weekend. back over to you. >> no doubt about that. >> why do you think the prices -- >> $1,245? >> yeah, first, they said the super bowl for $300. and i thought, wow. >> if i gave you -- if i

. >> and autozone is a better buyer back of stock. >> that always helps. opening bell a few minutes away. a lot more trading and a lot more "squawk on the street" after this. (vo) you are a business pro. maestro of project management. baron of the build-out. you need a permit... to be this awesome. and you...rent from national. because only national lets you choose any car in the aisle... and go. you can even take a full-size or above, and still pay the mid-size price. (aaron) purrrfect. (vo) meee-ow, business pro. meee-ow. go national. go like a pro. became big business overnight? ♪ like, really big... then expanded? ♪ or their new product tanked? ♪ or not? what if they embrace new technology instead? ♪ imagine a company's future with the future of trading. company profile. a research tool on thinkorswim. from td ameritrade. >>> it's 9:30. you're watching "squawk on the street," live from the financial capital of the world. the opening bell in a couple of minutes and a very busy morning. a new ceo at general motors, a new ceo at lululemon. steve liesman o