look at this, they beat by ten full cents, not a bad move for avon. ding dong, avon definitely calling today. [laughter] it was a stretch, i tried. david asman right here -- david: they still do that, i guess, right? they've still got the avon ladies. we've got a lot of earnings coming up this hour. the market is doing pretty well, looks like it might get to the plus side, but we've got buffalo wings, tangor factory outlet center. liz: let's goat to nicole -- let's get to nicole, 14,164 for the dow, but one large cap name not participating. >> reporter: that's right. it's exciting. we took out our intraday highs, so we did have that blinking number on our screens today. coca-cola was the loser today, down almost 3%. not good news for europe for them, and their revenue came this a little light, liz and dave. david: all right, apple. the stock was getting a little pumped up by the suggestion by david einhorn that they go out and do something with that $150 billion of cash they have. well, guess what tim cook did? he poured water on that, calling david e

avon calling up 22%. ashley: ding dong.: we'll be right back. ♪ (train horn) vo: wherever our trains go, the economy comes to life. norfolk southern. one line, infinite possibilities. >> announcer: you never know when, but thieves can steal your identity and turn your life upside down. >> hi. >> hi. you know, i can save you 15% today if you open up a chargeard account with us. >> you just read my mind. >> announcer: just one little piece of information and they can open bogus accounts, stealing your credit, your money and ruining your reputation. that's why you need lifelock to relentlessly protect wh matters most... [beeping...] helping stop crooks before your identity is attacked. and now you can have the most comprehensive identity theft protection available today... lifelock ultimate. so for protection you just can't get anywhere else, get lifelock ultimate. >> i didn't know how serious idtity theft was until i lost my credit and eventually i lost my home. >> announcer: credit monitoring is not enough, because it tells

avon selling more products, but its north american business is slowing down., the stock is up. that's a big move. 11%. netflix, got to follow this stock. a new partnership with dreamworks to produce children's shows, that stock is up again. $182 a share, i believe in the past couple of weeks, it's almost doubled. astonishing, last, reynolds american, that's the company. a shipping of fewer cigarettes and the stock is down just a little bit and 43 on reynolds, the dow is opened, it's actually dead flat. it's down a half point. that is dead flat. all right, i'm eating up the time here, so, here are 60 seconds worth of everything else we've got for you today. virtually no coverage of dr. ben carson's speech in mainstream % media, virtually none, except those who asked the question, was it offensive? our media watch dog, brent bozell weighs in on that 10:15. the government gives away free stuff and you know that, all those programs do is bring waste and fraud. more than 2 billion dollars worth of cell phones for poor people and 41% of them cannot prove their eligi

avon writes on our pacebook pagg..."only if iim waiiing for money. money. and erii writes nopee.ess jnk mail that i'll ave -3 to ssrt through. 3a lot of response onnthis queetion...aad many poole aren't happy with the decision. 3 go... to... fox- &pbalttmore dot com .../ think.../. sound... p off....thru... -3 pacebook.../. send... us... a tteet...at your nswer to yes.. / &pfoo45b for no. 3 3 iffyou likeesweet mixed driiks, you may want to order regular instead of diet soda - if you want tooavoiddgetting drunk too quickly. 3 but next... it's the moment & thatttook these canoers... by &pcomplete ssrrrrss.we'll show you whht emerges from the water below... and what it doessto the boat...- 3 3 --adblib weather on the water... turns into a prighteninn experience ooe grouppwill ever forggt.the friends were out paddling a -33 few hundred yardssoff the 3 ssddenly a humpback whaae pomes out of nowhere... and bumps into thhir canoe. 3 paddlers surprissd nnts"oh my god!" the canners ssy the whale did not appear to be injured as it swam off.bbt it left those 3 3- react to story 3 - adlibbto

avon goes to work. a better finish. st. francis takes home the conference title. when in 75-62. maryland women were not too happy about losing to duke last week. the next two opponents paid the price. 30 on valentine's day, talk about a love. maryland today put a beating on northern virginia. all the players wearing pink to raise awareness for breast cancer. the first half, the terse take control. the terps led by 12 at the break. he kept it going in the second. hollis said thomas stops and pops. the turks go on a 26-3 run to blow the game open. thomas again, spending and scoring. she finished with 27 points. 73-44. the curves are 21-four on the season. every seat -- everything seemed to go right for the orioles last season. there is a feeling that this season could be even better. there is more adept on the pitching staff. this guy is back on the field. all know the story with the second baseman, brian roberts. he missed most of the last two seasons because of a concussion. he believes he is healthy again. it is the best -- best part. he believes he can become the player he onc

in 2007 is just over 100 points away and this latest boost was driven by two big consumer brands, avon and michael course. >>> more than 1500 protesters took to the capitol today demanding more jobs. government employees say if congress keeps cutting government programs, it will only hurt the economy and kill jobs. they want leaders to shield them from budget cuts and protect their benefits. >>> a new report says that our region is doing pretty much better than most parts of the country. new census figures show that 14% of washington area households have incomes that put them in the top five percent in the nation. only the metro areas of bridge port, connecticut, and san jose, california, have a higher percentage. >>> today felt a little like spring, but winter is coming back and topper is up next with our reality check. >>> how does a college student get out of what might be a dangerous situation? i'm peggy fox in george mason. some an >>> the murder-suicide at the university of maryland may have you concerned tonight if you have a child in college or headed there. you may be wonderin

sales of beauty products at avon were better than expected for the 4th quarter despite a decline in revenue. coca-cola revenues fizzled below the market's anticipation. some of that was caused by sales that are going flat in europe. however, coke's profits bubbled above estimates. and michael kors continues to strut down wall street. strong demand for its high-end clothes led to a leap in its sales numbers, its forecast for the year, and its stock. barclays is giving its business a makeover. in the wake of the libor scandal, the bank is restructuring to make up for losses. barclays is cutting 3700 jobs and downsizing its asian and european equities business. it's also shutting down 30% of its european branches. barclays was fined $451 million for rigging global interest rates. dell's deal is facing more scrutiny. the founder, michael dell, and silver lake are planning a $24-billion buyout that would take the company private. dell's third largest shareholder, t-rowe price group, believes dell is worth more money. the second largest shareholder, southeastern asset management, also opposes the

you stretch it out, you can see it's been a rough go for avon,

two big consumer brands avon and clothing maker michael kors helped push stocked toward record tairtory dow pushed toward 14,000. it's now within 114 points of the all-time high in october of 2007. the nasdaq fell 5. >>> gas prices keep going up. aaa says the cost of a gallon of gas nation wide is now $3.60. that's up 7 cents in one week and 30 cents in the last month, and it could get worse. the government says gas prices should peak at an average of $3.73 a gallon in may. >>> comcast will buy the rest of nbcuniversal from ge way ahead of schedule. the cable company will purchase the remaining 49% for $16.7 billion. comcast will also buy nbc's 30 rockefeller plaza for 1.4 billion. comcast has owned a majority stake of nbcuniversal since january 2011. >>> and good news for travelers. according to a new government report, airlines lost fewer bags last year. the nation's airlines lost three bags for every 1,000 passengers. that's an 8% drop from 2011. some critic says that's because more passengers are carrying their own luggage. >>> wrestling just got pinned by the international olympic

. >>> avon was the best performing stock today, soaring more than 20% on an earnings beat., how are the options traders playing this move? >> yeah, it was interesting. we saw about 3 1/2 times the average daily volume. taking a look at a sample of the volume on the ise, we saw that opening call buyers outnumbered opening put buyers by two to one. and maybe more interesting, we saw long-dated call buying out to the january 25 calls, paying 90 cents for those. that would represent an increase of 25% from the current share price. and also would mean that this stock would be trading above levels not seen since 2011. >> wow, and tim, you got back on the avon train? >> this is probably a bizarre move by myself, because i sold going into these numbers thinking it had a great run, it had been -- i think this is an absolutely a story that's going to continue to rebuild. barron's put a big article to me that was a sense that i want to fade the good news. but the jewelry, they're going to seek alternatives to this. this has been a problem for these guys. what's going on with their bra

order, are: they're doing telemarketing; they are doing direct selling for companies like mary kay and avon; they're writing or editing if they have a background along that line; they become virtual agents; they do medical transcription; some people become tutors. there is a whole list of people that can do those kinds of things. > and sometimes they are entrepreneurs and start a whole new business category too. now if there are receiving pitches to start a business, how do you know if those are legitimate businesses? > > you can check with your local secretary of state, you can check with the better business bureau. i suggest people go to google maps and check to see where the location of that business is. is it where they say it is? but the most important thing would be to talk to somebody local, who you can meet face-to-face, who actually has been in that business. > what kinds of income can you typically expect to make in your own business? > > we find that the second year, people make between $25,000 and $50,000 a year doing that. first year, it depends on many factors. > so you have t

shares of avon were also attractive to investors today. the company reported a fourth quarter loss, but it was less than expected. in addition, sales in some international markets like brazil and russia appear to be improving. that good news helped the stock soar more than 20% today to $20.79 a share. but shares of coca-cola fizzled almost 3% on disappointing fourth quarter numbers. investors were disappointed that global sales volume rose just 3%, that's the lowest quarterly increase of the year. coke blames the weakness on a slowdown in europe and china and lukewarm demand in the u.s. and shares of valspar also slipped on disappointing earnings news. the stock tumbled 7.5%. quarterly earnings fell more than 1%. sales were flat at its key coatings segment, and paint revenues dried up during the quarter. and finally, for the second day running, the s&p vix exchange traded note was the weakest among the top five most actively traded exchange traded products. and that's tonight's "market focus." >> susie: mother nature has been on a rampage-

-- >> a shout out for avon. >> avon paid for my college. having no papers is marginalizing, and i worked with young people all across the country, and when you are undocumented and you are going to high school and you the teachers telling you the work hard and you will ak kccomplish your dreams and going into college, you realize you run document and you cannot go, and you work so hard and that is what happened i was in the top ten of the class and i wanted to go to college and become the first person in my family to get a higher education, and my college adviser said to me, if you don't have a social security number, you can't go. that was the driving force behind me saying, this is not right. this not reflective of the values that we believe in, in this nation. if you don't have papers, you can't have access to scholarships and to my experience, access to fellowships and you can't work, and we have a lawyer here and nurses who cannot practice their professions. >> and the thesis, if i may is to encourage people into the professions, to ha

she was the face of say crop for that -- avon for a country and she was a rising star in the world of fashion and modeling. a number of south african immediate yo outlets are -- media outlets are also reporting that pistorius may have mistaken the woman as an intruder and then shot her. but police will only confirm they found a nine millimeter pistol at the scene and in return have now taken the 32- year-old sprinter into custody and arrested him. he's going to appear in court later today and megan, pistorius made history at the games last year when he became the first double amputee runner to ever compete in the track and field games. we're going to be updating the story for you on facebook and abc2news.com and on twitter. i sent a few tweets out a few moments ago and once again oscar pistorius has been officially charged with murder in the death of his girlfriend. >>> thanks so much. five things to know on this thursday morning. the executive expect of the nra is going to respond to the president's state of the union address. you may remember president barack obama talked about toug

manchester, connecticut, 28 1/2, avon connecticut, as well.tores, 15 inches, hamden, 34, these are the big winners. incredible numbers there. and here's a picture of connecticut. we're watching the clearing from west to east, this is the litchfield hills. but where it's the bright white colors that's bright banding, that's where the snow was coming down in 2 and 3 inches per hour. it is all minimizing and moving eastward. but i-91 from hartford down to wallingford and all down the shoreline, all the moisture coming off the water allowing madison and brantford to get pummelled with between 25 and 30 inches of snow. so we are going to see an end. new york city will end this morning, boston ends by this afternoon. and then maine will end by tonight. here's that area of low pressure moving out from early this afternoon. you can see 1:00, still, though, in southeast mass, the cape and the islands, as well. but even as we see this whole system push eastward, we're going to still have those winds. even though the snow will be done, certainly the prob

and just last year, berkshire was part of an unsuccessful $10 billion bid by coty to buy avon. but new york university business professor aswath damodaran says this deal is all about the experience 3g's team brings to the table. >> the one thing they have going for them is, they've runther companies very well in brazil for a long time. and these are people with a long history in consumer products. >> reporter: others say 3g, like buffett, is in it for the long- haul. >> 3g likes to hold its investments for the long-term, so it doesn't look to, like, buy then sell in a few years like a lot of private equity firms. >> reporter: 3g is run by jorge paulo lemann. he and buffett both served on the board of gillette. 3g capital snapped up burger king two years ago. the fast food chain has been aggressively overseas. analysts say we could see more well-established u.s. brands look to do deals with partners in fast-growing emerging markets as a way to spark growth. ruben ramirez, "n.b.r.," new york. >> susie: steve farley is familiar with warren buffett's recipe for success. his new yor

yeah what you can see here that there was an air of panic the swept across the the region of chile avon's whether it was sort of tongue in cheek as you mention that there are nuclear facilities in the region one in particular the quite well known and a catastrophe in one nine hundred fifty seven in which the fallout is still happening to this day is the the mayak atomic waste storage and treatment center it wasn't quite on par with chernobyl but it was probably the soviet union the second biggest you killer disaster back in one nine hundred fifty seven so there are new killer sites there this one for example let me just give you some facts and figures five hundred sixty tons of uranium fuel thirty tons of reactor grade plutonium and half a million tons of radioactive waste on that site alone so we could have been quite a disaster had the the shock wave from this meteor or affected any of these nuclear facilities thankfully that isn't what happened just to talk through the damage you know with the main thing that was reported in the girl's place there was the sort of damage had windows in

the idea that shakespeare's plays were written by william shakespeare the actor from stratford-upon-avon, because the plays are so full of the actor's way of looking at the world, so full of the technical knowledge of the theater. so many of the plays are collaborative. they're written for particular actors who were shakespeare's friends and colleagues. they are insider plays. the argument is how could a mere middle-class grammar-school boy from the provinces have understood about courts and kings and politics. well, of course, the answer is the actors went

by seeing demand in sales and avon up 20%.p 10.5%, they have seen increased demand and handbags increasingly popular. they will have 10 new beverages in the coffee realm with a lot on the margins. looking at some iced coffee. dennis: is swimsuit time. "sports illustrated" issue of flesh and bikinis is out today. david letterman had the cover girl last night, kate upton. how they were able to scoop leatherman and post the cover on sunday. good luck for stocks. says u.s. stocks fare far better when an american graces the cover. average annual return of almost 15% compared with just 11% or so when a foreigner is out front. meanwhile, microsoft xbox isn't just for games anymore. the big cable network, xbox's and 76 million homes worldwide, half of them went up on the xbox live network. 3 million answers to poll questions posted, next up, interactive coverage of the red carpet stargazing at the oscars later this month. cheryl: cannot wait. one of the most charitable americans last year, find out how much facebook's mark zuckerberg

tuesday brings us to the avon lady in the morning. direct selling has been under a lot of attack, as we know from herbalife. >> sell, sell, sell. >> tupperware's same business has performed swimmingly. is the previous ceo, andrew young, who remains as a senior adviser to the board of directors still playing a role? hope not. mcgraw-hill also reports tuesday. well, well, well, talk about an earnings side show, let's listen to see how the analysts try to pry some news about the justice department's investigation of s&p's ratings of mortgage-backed bonds, as if anyone actually cares about the earnings. we get results from michael coors, too. we're thinking of developing a great gatsby index. we heard from ralph lauren that things are smoking in this category, not just good but great. can kors deliver? i bet this high end company will be right up there. i took my daughter there earlier this year. after the close we heard from buffalo wild wings. did the super bowl's extra time thanks to the power outage make this the best super bowl ever

amputee to compete on track in the olympic is charged with shooting his girlfriend known as the face of avonvery successful model. details are still coming out about this. abc reporter her has the news from the home in south africa tonight. >> there's the start. land breaking whoyshtion would have imagine the man who did this would end up like this. accused of murder. of his girlfriend reef a.well known model in africa seen in cell phone commercial and fixture on the red carpet. 2 of them were a couple that demanded attention. he lives in the luxury estate behind 10 pet hay wall and electric fence. hear in south africa this is rampant and rumor going around here that he may have shot his girlfriend mistaking her for intruder. but police have other suspicions. crime is rampant. police said there were accidents in the past at the home and received reports of neighbor hearing shouting before the shooting. >> previously been accidents at the home. alleges of domestic violence. >>reporter: determination was legendary. legs amputated just 11 most old but with a pair of prosthetic leg he was as fas

avon rose the most in 10 months after fourth quarter adjusted profit top street forecast. it also said it would consider selling it's jewelry unit. rubber fell after cutting its forecast due to witness in the european auto market, the point we were making. american express after a partnership with twitter which allows them to buy by simply typing in a hashtag. >>> media moguls facing off over the battle for your living room. an exclusive on what netflix is planning now. intel's new foray into the tv business. that just announced in a few minutes. plus the moment most have been waiting for. >> speaking of tail risk. >> "sports illustrated" cover model kate upton live on "power lunch." >> tail risk? >> enough said. [ indistinct shouting ] ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪ to compete on the global stage. what we need are people prepared for the careers

. >> reporter: on wall street the dow had its highest close of the year two big consumer brands avon and michael coors drove the stock market up, dow over 14,000 now within the 146 points of the all-time high set in october of 2007. the nasdaq fell 5. japan's market stumbled as the yen strengthened against the dollar. tokyo's nikkei fell 1%. hong kong's hang seng is closed for the lunar new year holiday. >>> it will cost you more for a fillup. aaa says the cost for a gallon of gas nationwide is now $3.60. that's up 7 cents in one week and 30 cents in the last month. and the pain at the pump could get worse. the government says in may, gas prices should peak at an average of $3.73 a gallon. let's send it back to you. >> i guess it's going to cost more to drive around but you have some good news for travelers, i understand, too. >> reporter: according to a new government report, airlines lost fewer bags last year. the nation's airlines lost or damaged about 3 bags for every 1,000 passengers. that's an 8% drop from 2011 but some think that the decline has something to do with the fact t

farther north, manchester, 28 1/2, west hartford and avon. hamden and new haven, 34 inches. shoreline. central connecticut, we've seen the heaviest snow because we've seen what's called bright banding. here's where the bright white, where it's the most bright white, that's where the snow's been coming down 2 to 3 inches an hour. the good news is, the backside, albany to kingston, the throughway, things clearing up. all the way through the hudson valley. new york city will see it end this morning, as we head through boston, the snow will end this afternoon, and toward maine tonight. hartford still getting it. 91, 95, more snow to come for you. not quite done with it, just a couple more hours. here's a look at the time frame. this afternoon from this morning you can see 9:00. right now the east end of long island still in the snow. western connecticut, western new york, vermont, all getting out of it. pushing eastward by this afternoon, martin, you can see 2:00, just boston and by tonight, 10:00, all moves out. but the winds still stay. you can see these iso bars, the snow may

nonetheless, joining the all-time high club this morning, consumer stocks with avon with the most gains so far this year. let's get straight to the trading floor. mary thompson is live at nyse. it really seems as if all roads lead to on this market day. >> that's a good way to put it. headlines coming across on the early read of the result of the italian elections causing markets to pull back. early in today's trade. right now we have the dow in today's session lows. basically, you have to see another round of italian directions. there could be fiscal progress they made in that economy. that's why you see a pull back here in the u.s. in today's session. also impacting the euro, which has dropped to a six-week low as the dollar moved to six-month high. basically what you are seeing is pull back from risk on trade. as a result, the euro and s&p 500 which have been moving pretty much in tandem for a while. as i mentioned, the risk on trade is off today. these are the living sectors to the down side where we see weakness in financials, material stocks and energy and industrial shares in tod

one of your clients is cisco or avon . what do you do for them?force more productive, allowing them to find people and collaborate on content and work in groups in a social paradigm. obviously stream and trending content. that's the paradigm from the consumer world. they work differently in their businesses which is what they want to do from their personal lives. liz: does the software eliminate back stabbing? that would be really cool. obviously not. >> that would be really cool. liz: tell me what the future looks like for you. what are you working on? what is your pipeline? how do you grow the business? >> the business growth as you mentioned 47% revenue growth. more than 800 blue chip clients. all of them big companies in a wide variety of industries. what makes it go mainstream is the business value we see. companies realize the way to make the workforce more productive, engineer market, sell better, is the new and different way to communicate. liz: what's the key when it comes to social networking for big corporate clients? because now they'r

we also have avon moving higher.hat is interesting herb is that it's the best week on record, about 25%. stock up nearly 47%. all raising price targets this wreak. they did report a fourth quarter loss earlier this week. but the core earnings still beat, feel like the turn around efforts here, starting to bear some fruit. >> too early to say. stock taking a hit today. one thing to point out, when you go through earnings, one thing they called out is they talk about mexico and how mexico sales growth is starting to slow. and they talk about the mexican gdp following and i say that because if you want it look at the real big out there, herbalife which is reporting on tuesday, we talk a lot about herbalife, mexico is a big part of their business. so is this mexican slow down big enough that it will also affect the likes of herbalife? >> real quick, tiffany and costco. tiffany's alleging costco is selling knock-offs. not just recently but for many years now. we will try to find exact numbers of those supposedly counterfe

avon products, good results there, company considering strategic alternatives for its money losing jewelry business. massco better than expected results, that's giving a lift to home builders which you see there are moving higher in today's session. right now the dow is 130 points from its all-time high. brian, back to you. >> mary, thank you very much. now let's get to rick santelli. i want to forget about the bond market and talk about debt. i know you don't like to do that but we will anyway. sarcasm noted. debt stabilization. how important is it for our viewers to get behind the rhetoric and realize that word, stabilization, is a lot different than talking about paying off or shrinking america's debt. >> you know, government now is all about marketing, marketing, tess groups, key phrases, fairness. so you nailed it. stabilization, what does that mean? terminally ill patients can be stabilized. we can stabilize the rate at which the debt is expanding. and i'm being kind there. from cbo estimates, maybe this the first year in four where the deficit is under a trillion dollars, maybe $850

her beauty caught the attention of avon.sed those assets to speak out on the plight of women, sending this message to her thousands of twitter followers. i woke up in a happy, safe home this morning. not everyone did, she writes. speak out against rape. at 29 years old, her career was just beginning to flourish. last year, steenkamp filmed an exotic reality show in jamaica which is set to premiere saturday. a promising future snuffed out after she sustained multiple gunshot wounds on valentine's day. on the show's website, there's a message of condolence from the production team and outpouring of support from fans. her family of course will continue to grieve as everybody wonders how the so-called blade runner could do such a thing. >>> our fifth story "outfront," new details on the ongoing investigation into christopher dorner's shooting rampage. moments ago the san bernardino sheriff's office held a news conference addressing many of the questions that still remain following the manhunt which ended with dorner dead inside

i do think he's going to come down to whether herbalife is an avon, tupperware or amway or a fraud likeill is suggesting? now, the reason i think it eelgs not a fraud is, number one, i have a very close personal relationship with dan loeb who doesn't believe this is a fraud. number two, the company has made it for 30 years. now, you can say, okay, bernie madoff made it for 40, but it's a totally different type of company. and i think bill is going to be wrong on this. but i think he's a super smart guy and will start to fade this position if he's wrong. >> mike khouw, want to get you in here in terms of the options traders. are they siding with this bill ackman pain trade, in other words, siding with carl icahn? >> well, the top ten most active options in herbalife today were all calls, so, i think they're sort of going with the possibility that he's going to get squeezed a little bit here and there's room to the upside. basically, everything 37 to the 40 calls, all these things were trading quite actively. so, i think that obviously they're looking at it. there's no much risk of a down

avon, 20% gain, better than expected results. also said it's exploring strategic alternatives for its money-losing jewelry business. masco, a building products company, expecting better earnings and that gave a lift to other building groups. the losers on the s&p including dunn a.m. bradstreet which showed weaker earnings for 2012. maria, back to you. >> markets reflecting improved economic conditions and a new report from moody's says major global economic risks have actually diminished over the last three months. colin ellis is the author of report and joins us now from london. with us is harry dent of h s. dent management who sees conditions very differently. good to have you on the program and want to kick this off with you. tell me what caused the downside risk for the global economy to diminish, and what exactly are you seeing? >> well, i think, really, what we're trying to say is conditions have changed over the last three months. very important that underpinning our global universe of ratings, we have a single consistent

. >> i like the avon call. in fact, i got long a couple of weeks ago.rd basis, this is the ultimate emerging markets retail story. if i sold going into these numbers thinking it had a great run. put a price down, probably 2% below, up 10.5% on the day. it closed up 20% so i feel okay, though i'm really crying because i had a much bigger position two weeks ago. >> even tim missed out yesterday, the stock still had a nice pop since that first call. >> part of it was saying that i heard some things in the numbers were very encouraging, including their growth is back and direct selling works in north america, not just down in brazil where they're kicking it. >> now to the bad. in his final trade on january 31st, tim made this bearish call. >> valero, you have to sell that stock. vlo. sell. >> valero is up 5% since that call and 35% year to date. i'm not surprised. it -- >> it was parabolic and it's that much more stretched. but this is the best of breed in a sector that is going through a structural transformation in terms of their business. these guys have