so this is a good trend for bj's.r's numbers and we think they will continue to do better as well. liz: all right. ryan kelly, great to have you. folks, we are hitting session highs with 15 seconds left before the closing bell rings. [the closing bell rings] dow up 570 points. zap up charging up 82 points. nasdaq up 386, a gain of 2 1/2%. that will do it for "the claman countdown." see you tomorrow. ♪. larry: hello, everyone, welcome to "kudlow." i'm larry kudlow. save america, kill the bill. the bills dead and now the blame game is on inside of the democratic party but it is not really fair to call it a blame fame because all they're doing is attacking joe manchin. last sunday after senator manchin announced his no vote on fox news, madam psaki quickly responded. she wasn't generous, no you know, let's talk about it in the new year. she just ripped into

>> winners are the two cochampions, lowes, home improvement and bj's wholesale club with tractor supplym work and you don't have to be a harvard mba hot shot, you can be high school, military, junior college, college, state school, and they believe in treating others as one would have done under one self, so the company representing united nations of consumers in the company and have a great sense of community and caring to customers and that's why they are going to beat retailers. bj's because it saves customers more on gas and groceries and the brothers said you want to have a multiplier effect in all five of the picks. have a great multiplier behind hall of fame. >> that's how you get the consumer to come back to you and be a loyal customer especially when we are dealing with covid like if they can go to one place like bj's, for example, and get everything that they need, that's exactly where they are going to go. burt flickinger, thank you. a lot of great picks from him and coming up we are going to switch gears because we are watching ukraine this morning, president biden and vladi

>> maria, the discounts are bj's and costco wholesale club and aldi and the off-price retailers.flation approaching 7% producer price increases, close to 9%, you can add another nickel or a dime to those levels of inflation because the big brand companies are price gouging and eliminating or he reducing their he promotional spending which consumers count on to raise his or her standard of living. so with higher inflation and fewer promotions, consumers are saving more and spending less. maria: what are your picks? let's do flick's picks for you, burt, what do you have for us today? >> maria, bj's and lowes and the common denominator there is the leaders on a non-denominal basis are very spiritual based, constantly lowering prices and raising standards of living and then fed ex will be a real powerhouse as is tractor supply, which has similar leadership principles. and the interesting common denominator on all of them, maria, they don't have a harvard mba hot shot. a lot of people who got his or her education in the military, in public service, maybe high school, maybe community c

when inflation is hot, consumers look for discounts wherever they can get them, they buy in bulk bj'stle brother of costco, it's growing at twice the pace of costco the stock has been rerating higher all year, i think it continues to do so it doesn't deserve to trade at costco's multiple but shouldn't be at a 50% discount those are the names we're adding right now. >> if you look at the way the defensive growth companies kind of factor in, does that mean there's an end to the so-called value cyclical trade like energies and industrials >> yeah. i think right now the market is more focused on slowing economic growth, the hawkish fed and i think that takes a lot of air out of those cyclical sectors. look at how energy has been doing the past few weeks hasn't done that great >> sure. >> i think you're going to see more people transition to stuff that's generating constant cash flows right now, short duration is where you want to be. >> thank you very much, sir. we appreciate it. >> thanks, dom. >>> as we head to break, checking on the dow futures, nasdaq and what's happening around the g

size businesses that i saw within the bill of lading that i saw being impacted you have places like bjsoducts left on the containers, walmart they have dog and cat stockings. these are items you can't sell post december 31st so they have to be put in warehousing if you have it or sold on the secondary market at a loss >> come on, i wait until december 26th to get my dog and cat stockings for the next year. very quickly we'll get viewers who push back and say the ceos of walmart and others said things are getting a little bit better. that's true, we're not accusing walmart of lying they can hire their own ships. to compare walmart to everybody else is nonsense. >> it is the whole thing is the dwell time of these containers you're looking at how long is the container sitting at the port you have six and a half days at los angeles, six days at long beach. and what makes walmart the power house it is, they have the distribution centers, the trucks, they can pay the expedited shipping a lot of small and medium size b businesses can't do that so they're waiting two, three months to get a prod

so in consumer staples, two examples would be bj's wholesale club and monster beverage.bis beverage. bj's wholesale is a costco competitor, growing twice at fast as costco, trading at 50% valuation discount. in healthcare, medical equipment maker stryker which is big in elective surgeries. the winning strategy for 2022 is to remain defensive but don't sacrifice growth. get growth where you can in the defensive areas. maria: yeah, sounds like a good strategy. greg, allie, great to see you. mark, we're happy you're sticking around all morning long. thanks, everybody, for the great word on wall street and have a merry christmas, health and happiness to all of you. all right. we'll see you soon. >> merry christmas. maria: much more ahead this morning. coming up, the white house claims it saved christmas. okay. we are still seeing cargo ships sitting idle in the pacific. we'll the take you live, decide for yourself when we take you to the port of los angeles next. we take a year at one of the year's big winners, a stock is up better than 20% this year. find out which company

joining us this morning our bj martino and republican pollster and jim manley, a democratic strategynd senior counsel at atc a worldwide. good morning. let's look at the most recent job numbers. i want you to tell me how this affects the biden agenda and the upcoming election. we will go to the wall street journal story that says hiring slow last month amid covert uncertainties and assigned that the tight labor market could be loosening. 210,000 jobs in november, the smallest gain since last summer and a mark slowdown from an increase of 546 thousand in october. what do those job numbers tell us about the biden agenda? guest: it tells us the numbers aren't going to do anything about helping the biden's standing with the american elector. when you look at his job approval rating, it covers in the low 40's. to get a jobs number back that is less than half of the expected number shown for the month is not going to improve that. it is going to have an impact on his capacity to get things done on the hill, which he hasn't shown much capacity to do that, but it is going to continue to driv

bj's wholesale, those are two consumer staples with pretty good growth. do pretty well next year. lauren: see you in a little bit. let's look at tesla. elon musk soul enough stock to buy 10% of his shares. in total musk has offloaded 13.5 million shares of tesla. investors like that. stock is up today. carmack boosted by strong demand as americans continue to buy used cars, stock is down 12% and bernstein analyst upgrade caterpillar to outperform. the gain is it 20187 a share. overwhelming demand for covid testing particularly in new york city but some clinics have to shutdown because they don't have enough staff to do the tests. we have that story for you, 2 million people boarded planes yet again yesterday. much more likely, you are more likely to catch omicron on a flight. will that scare people away? border patrol recorded 1.7 million migrant encounters over the last fiscal year, the highest number in two decades. sheriff mark lamb has a report from arizona next. ♪♪ go your own way ♪♪ go your own way ♪♪ ♪ [laughing and giggling] (woman) hey dad. miss

joining us this morning our bj martino and republican pollster and jim manley, a democratic strategynd senior counsel at atc a worldwide. good morning. let's look at the most recent job numbers. i want you to tell me how this affects the biden agenda and the upcoming election. we will go to the wall street journal story that says hiring slow last month amid covert uncertainties and assigned that the tight labor market could be loosening. 210,000 jobs in november, the smallest gain since last summer and a mark slowdown from an increase of 546 thousand in october. what do those job numbers tell us about the biden agenda? guest: it tells us the numbers aren't going to do anything about helping the biden's standing with the american elector. when you look at his job approval rating, it covers in the low 40's. to get a jobs number back that is less than half of the expected number shown for the month is not going to improve that. it is going to have an impact on his capacity to get things done on the hill, which he hasn't shown much capacity to do that, but it is going to continue to driv