. >> bmo capital cut estimates saying they are simply too high, cut the target to 63.40 so bmo capital sees the price going to pleau where it is now. >> bank of america upping regency center's court to a buy. not having much of a buy. >> not a huge call, but i wanted to point it out. upgrading from 67 to 62, only 6% of upside from here, but it is a reit and pays a 3% dividend, grocery store anchored company. >> let's go to avago technologies reiterating the buy. >> stock has been great. stock up 31% this year, positive comments after earnings. wireless segment this, company rose 73% and raised their price target to 122. green capital raised their target to 120. a lot of positive capital. stocks up more than 7% right now. >> shall we look under the radar. csicomp re csicompresso. makes gears for oil wells. >> initiating coverage of the stock with an overweight. they like the deal to become csi compressco, they bought sci, thus the name. $30 price target is the call. the stock is at 20 bucks so $30 price target. $20 stock. huge upside seen by capital one securities on cc

. >> bmo, upgrading exxon. >> yes. but they -- they had a sell on it.ed piece, saying, listen, numbers are way too high. the reason i mention this, when i go over these, few firms have cut numbers yet. you can't bottom fish until the numbers are cut. with the bmo piece the first piece that said numbers are coming down 25, 30. horrendous piece. >> bmo cuts their 2015 forecast on west texas, i think, by a third, to 67. >> yeah. on friday, he said no one talks marking in oil, you meet oil -- he's natural gas -- you meet oil guys, they say it's spewing, it's great. he's been asking us, what's the market for oil? and -- there's always a mark for oil! there's no market for oil. right now, there's no big. he's saying marketing, opec allowed it to whatever you produce has always been able to be sold, until now. and not only that, everyone's full up with gasoline. refinery capacity added around the world. we're selling a lot of gasoline. unless we export oil, oil can go lower. >> production will come down in this country. >> yes. >> and na boxen, you've got well

jack, bmo chief investment worth. don, ridge worth portfolio manager.e'll put your picks up our facebook.com page. closing bell, five minutes away. could web in for a last minute rally? we found out how black friday sales really performed and how cyber monday is shaping up? howl we do that? we're bringing in two guys all online. patrick byrne overstock ceo and blue nile, diamonds online joining us live to give us a realtime update to see how their sales are. don't touch your remote or smart device unless it's to crank up the volume i've been called a control freak... i like to think of myself as more of a control... enthusiast. mmm, a perfect 177-degrees. and that's why this road warrior rents from national. i can bypass the counter and go straight to my car. and i don't have to talk to any humans, unless i want to. and i don't. and national lets me choose any car in the aisle. control. it's so, what's the word?... sexy. go national. go like a pro. i'm sure you know what this meeting is about. yes, a raise. i'm letting you go. i knew that. you see, this

. >> bmo did lower, price target on w3thor. >> lower gas e1prices. i have an rv. diesel pusher. a lot of ñrfuel. >> i don't know. >> q logic initiated as a buy. >> leading thee1 way because of ether net growth and the need for storage, alle1 the data on e cloud. good for q logic. their target is $17 a share, about 30% upside. net use. >> one analyst's view. >>> soçó let's talk about gulfpt energy initiated with a buy rating. >> gulfport's target is $58 a share. about 40% upside from the current price. i say that because the stock is down 20% this quarter. some other analysts not as positive on the turn. at least we are getting a few positive commentariest( on oil d energy-related na >> bio farms. >> they arexdr with buy ratings. e1r brean started with ae1 buy at $ target. up aboute1 q18%. >> finally today's under the radar name, recent ipoer. >> based in the netherlands. it's a dutch online market place. cnb is the ticker started with overweight at morgan e1ttanley. their target 11 bucks. this is a stock, recent ipo, yea dutch. >>> we could have new clues ep& hack

bmo and jp morgan calling for 2,250 in 2015. a full list up and running. go to the market insider page. >> we will do that. let's bring in hugh johnson. good to see you both. happy new year, mr. johnson. if we had this conversation last year we had such a good year in 2013 i know a lot of people were saying we couldn't repeat that again. we had a pretty good year in 2014. what about '15? can we continue the momentum? >> looking back to the beginning of this year i said we couldn't continue 2013 and we didn't. we had a real good year. i forecast up and didn't forecast up as much. i kind of start this year the same way. i say i ask myself what is going to drive the market higher? how are we going to get 10% to 15% this year. it will be earnings. i see the growth rate of earnings coming down maybe to 3% to 5% on the s&p 500 earnings. and the second thing is we have rising interest rates so you are not going to get an expansion of price earnings. i am kind of back where i started the year. i say we will have an okay year, a positive year but it will be single

. >> bmo capital upgrades to outperform. they see a benefit. target boosted to $85.ind of a slow and steady growth company. there you go. >> a couple of brands under the umbrella. >> the firm giving a positive mention. they think it will win a big verizon deal or part of it that could be worth $200 million to $300 million. the target price 32. the stock is at $19.70 about a 60% gain. >> stock number three, a big buy call for gym equipment maker. >> wunderlich securities. $17 target gives about 12% upside. >> big hat tip for red hat from cantor. >> up 2%. cantorstarts it with a buy. >> and our under the radar name is sonus network. >> who knows how they got that? it is 18% upside. stock up about 25%. ten analysts cover sonus network. >> what is with the rain boots? >>> now to "talking numbers," our daily look at one stock or one instrument from a fundamental and technical perspective. today let us talk about keurig green mountain. very special "talking numbers." we have herb greenberg our guest on "talking numbers" for the fundamentals. i hope you are wearing pants. g

. >> bmo cut avon to underperform and put a price target of $7 against the $9.29 last sale.'m not sure why anyone would be long on avon. i guess you could be susceptible toll a short covering spike in the name. >> sue lily down 7%. >> they should sell the stock down only the name alone. itg's research has been spot on. there's a huge shortage, this stock doesn't feel like it wants to bounce any time soon. >> a pop, office drinking. >> huh? >> office drinking, bottom's up "mad men" fans. here's a report we can raise a glass to. researchers at the university of illinois in chicago found that moderate levels of alcohol -- >> defined by? >> -- consumption can spur creativity. the study found participants with a blood alcohol content just under .80% performed better at creative tasks than their sober counterparts. getting the juices flowing does have the down side. intoxicated subjects underperformed teetotallers when it came to memory tasks. >> good to have that after the airline segment. >> if you're in an ad agency, the stuff you're creating probably sounds good if you have wh

bmo and goldman sachs both recommending that stock today. that's why it is our call of the day. stephanie link what do you think of it? this period of oil weakness impacts earnings and cash flow to a lesser degree than most peers but say it's expensive relative to it s peers. >> yeah, it's gone down the least of the big ones and i get that. at the same time it's off 17%, getting a better deal. it yields 3.2%. but i still think capex budgets need to come down and earnings estimates and a lot of other companies out there, that are doing kind of self-help things that are down even more. when i say that conoco phillips or royal dutch or marathon down 25, 30% and yield pretty attractive levels. i think there are better about values, even though it's a defensive call, better values in the majors if you want to go. >> how about you, nili gilbert, do you own any of the big energy names? >> yes. you know when it comes to energy for us, we've really tried to spread our bets across industries and that's been key in playing the sector. you know, whether you look at the energy group down abo

joining us now, executive vp and cio with bmo private bank and jim mccorgan. was intrigued, jack, that you were saying that the s&p 500 right now is like tickle me elmo at christmas. explain, please, sir. >> i think we are -- we are the toy that everybody wants. the fact is, we're the ones that have a favorable valuation. we're benefiting by lower oil prices. we've got strong momentum. and that's something that most every other major market can't boast right now. and everyone wants to be in our market, which means that, you know, that prices are being run up. i think it was the eisley brothers that did "for the love of money." at some point it's going to be "slip sliding away." >> wouldn't you say at some point it's going to be "slip sliding away," and what will be the trygger? >> the trigger for me is momentum. i love cheap markets that are moving in the right direction. and i will stay with expensive markets as long as they keep moving in the right direction. but if we get, you know, already credit spreads have broken out to the upside, meaning that lenders

and bmo and jpmorgan both calling for 2,250 next year. go to cnbc.com and the market insider's site on cnbc.com. >>> now, let's bring in art hogan for more on the markets. susan boston, todd horwitz, he's in chicago. and, art, i want to start with you because we just ran through all of the sectors that we're looking at for 2015. we do know that utilities and health care led the way this time around. do you think the market goes higher? if so, what leads the way in 2015? >> i think the consumer facing sectors, the tailwinds that the consumer has right now, not the least, you have a higher level of employment and a level of confidence we haven't seen in several years. so i think that's very positive. also, i think you still have a lot of cash in the balance sheets of corporate america with m&a activities. so i think you see that in large part in technology but certainly in the energy patch you have a lot of distressed energy companies with the commodity pricing that will probably be seen as an attractive target. so, yeah, i think that they

speaking about focus, friend of cnbc, good friend, jack ablin with bmo private bank supplied us the followingatural gas priced in barrels. they used a conversion of 6.3. what you see is that those lines really should start to get closer. this is the markets smarter. the aggregate personality of all the players and all the prices and all the trades. some may be totally free markets some not so much. think cartels but the dynamic of this chart really gets over looked. the second thing i want to talk about is technicals in general. really look at this chart. see it? all right now we're going to come to mine. it isn't as pretty. but most of the times technicians avoid half of the most important part. they look it a price but they fail to look another time. time is hugely important. 145 is the big high in 08. that took five months to develop. when it broke under a a hundred, was july 22nd. -- half the difference is 5550. my call is this is going to be a number to watch. and i think this move ends five months after it started right before christmas. >> we're going to remember that white board. we'l

democrats, feeling been in the last midterm, especially with repuicandomitingoth hous, thsens tt eyl bmowill s decratisup so the opportunity for cooperation, for a compromise does not -- especially as we go towards 16 in a presidential election. stuart: will be a great couple of years. it will be great. >> un die can argue and talk about it but in terms of getting something done it is almost a violation of the christmas season of good will. stuart: they will get stuff done. they will pass bills in congress and the president's desk and he has to decide are we going to going to go back to the bad old days of raising taxes and spending. stuart: if i don't see a merry christmas to you and yours. >> good to be with you. stuart: the massive sony hack revealing executive e-mails slam a list celebrities. president obama using racially charged language. what those e-mails a next. i'd rather do anything else than sit at a dealership. it's a lot of haggling and it takes so long. craig's experience is completely different than mine. yeah. yes, mike has used truecar. at truecar, we'll show you how mu

on "squawk on the street" exclusively with that call, brian belsky, chief investment strategist with bmoing at another positive year. to zoom in to today's action, commodities are the concern with oil collapsing, gold collapsing. are you worried that that could interfere with your equity call? >> no. and, in fact, sarah, good morning. >> good morning. >> a couple of weeks ago we talked about energy and we proved to our clients and investors that the market doesn't need energy to go up to -- to go up, okay? that's number one. number two, i think that there's a perfect storm coming together for commodities, both in terms of materials and energy. number one, demand and global growth is slowing. number two, prices are going down, right? and because of that, number three, there has to be a massive behavioral change within investors and companies alike as we shift our focus fundamentally with respect to these commodities from demand to supply. in the 1990s, as you know, oil prices were considerably lower and wti went down a lot. stock market went up. so i think it's one of these situations whe

bmo pointed that out today. say, if you want to get involved, you're paying 21 times earnings for a very consistent company, that seems expensive, but kimberly-clark is this real. it is a rally based on what dustin hoffman talked should have gone into in "the graduate," plastics. >> plastics and a yield, too. >> and a 2.85 yield. mr. faulk terrific. a great story. that's what people want. and i give it to you. i give you kleenex. i give you huggies. i give you scot paper. what do you give me? >> consumer sentiment. which rick santelli has right now. rick? >> all right. once again, we have an extreme day going on. final december read. remember, 93.8 was the mid-month read. that was powerful. the final read, just as powerful, about. 93.6. 93.6. why is this important? because now as the final read, i can comp this all the way back to the best number since january of 2007. we still have richmond fed new home sales, personal income, and spending, all coming up at the top of the hour. back to you. >> all right. thanks

joining us now, another bullish voice, the chief investment strategy at bmo capital markets, and kenu for being here today. >> thank you, good morning. >> i saw head nodding with you and ken when jeremy siegle talked about this, the correction, but could be higher. >> remember in october the market went down 9.9% and everybody got what they looked for? the predominant call and e-mails i got from clients, oh, i can't buy now, could go down further. >> right. >> no. this is in a big bull market. it's back to old time hockey, coach, put me in, skate with the puck, shoot the puck. what's happening is two steps forward, one step back. 20 15. 15 is more volatile because investors deal with increased data from em and europe that's going to be shaky. trying to time the fed. i think more importantly, though, the majority of the clients in america have underperformed at an unbelievably horrible rate, meaning 12% of the managers in america out perform meaning 88 % are not. that means they have to change that behavior, and that behavior's mostly following the crowd, indexing, and really being re