now we are going to go to new jersey so brian shactman can talk about new york. > i will address that, mary. i'm going to take the fans' perspective, the retail investor's perspective because new york truly is too big to fail. i know you can make jokes about it the stocks from 2008 and 2009 that brutalized investors now doing really well. since we used the term, let's start with financials. let's start with a company like morgan stanley, the lead book runner on facebook, by the way. that stock up nearly 30% year-to-date. then you have companies like citi, jpmorgan, aig, all up double-digits, all based in new york. i'm here at giants stadium, which is really known as metlife stadium. that company up 16% year-to-date. and unlike boston, these companies are in the city, not 20 miles outside of town. but since mary's in foxboro talking about boston, i'm in new jersey talking about new york, i'll address that. the same thing here where do you end up? at ibm, just a few miles outside of town. that stock has been a monster in the last year. so when it comes to big blue b

brian shactman said nat gas is simply a lot cheaper right now. so let's say gas price nat gas normalizes or goes higher from where it is, how competitive on a cost basis will that be? >> so in 2011 our natural gas and oil plants produced kilowatt hour cost of around 5 or 6 cents. this is below a cent. >> so these are very attractive plants. >> can you quantify what kind of demand growth you see in the future and, for example, as to what the nuclear energy will take over some of the other energy sources more popular and mainstream right now. >> mandy, that's a very interesting question. southern company produced about 17% from nuclear, about 12% from gas. and the balance from hydro. in the fourth quarter of 2011, 40% from coal, 39% from natural gas, 17% nuclear and the balance hydro. we're already moving in the direction of a transition from coal to gas. in order to build these plants, we are just maintaining our share of energy production out of nuclear. >> okay. totally off that topic, tom, just a quick bottom line in terms of the economies wher

brian shactman has the latest. let's go to brian. >> the share holding meeting getting underway as we speak. big question for investors will ceo tim cook announce any move toward a dividend. what happens to the stock if he does? and what happens if he does not? also in focus, apple's response to the labor controversy at the factory in china. and any news about the ipad 3, we are tracking it all in realtime. we'll bring you any news that comes out of it. tyler, back to you. >> thank you very much. on the "power lunch" menu this hour, the soaring price of gasoline. doesn't go down too easy. being driven bip fundamentals or speculation? >> health solutions moving higher. the pharmacy benefits manager reporting earnings today. and investors are really liking what they see. we're going to talk exclusively to the ceo,ty. >> and along with mandy drury and brian shactman, i'm tyler mathisen. we're on apple patrol this hour. "power lunch" begins right now. >>> okay. stocks are turning higher after a fairly weaker open. anoth

>> i'm sue herera with simon hobbs and of course brian shactman. and "power lunch" begins right now. >> little bit of risk-on. little bit of greece off. markets relieved but not convinced of greece getting resolved. up 63 in the dow. just a few minutes ago it was up 50. so we improved in just the last three to four minutes. nasdaq .75%. the pulse of the markets, look at oil higher on that risk appetite returning and holding above $100 a barrel. gas creeping higher on supply worries. and we're keeping a careful eye on the euro right now. 1.32 almost even. midday movers, lowered estimates and raised forecast for the eye drug it has; that stock up 13.25%. priceline hitting another all-time high. unbelievable that share price of $568.52. on the downside first solar sinking after a downgrade. that stock down 5.5%. monster worldwide down 4.5% after citi downgraded it citing competitive pressures from linkedin and career builder. let's get more details, mary thompson. hey there. >> hi, brian. the weakest having no impact on the markets. the dow actually t

cnbc's brian shactman joins us with insights on both fronts. first let's talk about the dow moving above 13,000. that sounds great but in the big picture, what's it mean? >> reporter: listen, we are almost double where we were in the 2009 lows. the jobs picture is much improved and people's 401(k)s are definitely bigger and that gives a lot of foundation for consumer confidence and consumer spending. but there are a few things to consider on the down side. we've been here before around 13,000 and it has not held. and also a lot of people watching the show tonight swore off stocks forever a couple of years back and they haven't enjoyed this rally as much maybe as they wanted to and it feels a little top heavy so they're cautious about getting back in. all in all, wall street is optimistic but maybe a little more cautious than they have previous times that we've been here. >> a lot of us are worrying this price of gas if it continues to go up could derail this economic recovery. normally we're talking about this around memorial day, the driving s

brian shactman is back at the big mothership with the cnbc realtime exchange. >> i'm the other brian, and i think you're awfully nice, by the way. >> thank you so much. >> i didn't throw you under the bus. industrials are the leadership to the down side today. the caterpillar and utx, everything in the red, biggest winner is p & g. first i want to talk about zynga, now down 15%. earnings were actually okay, but current quarter growth looks to be disappointing. then there's apple. it's now at $502.36. a couple of hours ago we were talking about an all-time high. now a huge swing from that interday high of $526.29. that's $24. kellogg, bringles, proctor & gamble, they moved quickly. everybody seems bullish on the deal for kellogg. diamond foods, maybe they can clear out all the mess and start over. a few other movers here, mostly earnings based on the positive side. abercrombie is up. parent company comcast, almost 5%. not only do they have great numbers, but they increased the dividends and are buying back stock. fmc technology down 6%. deere down more than 5%. bill, back to you. >> br

brian shactman has all the other action straight ahead. we'll head to cupertino, we'll head to cupertino, california, to talk apple. tdd# 1-800-345-2550 so, i want to trade at a place that really gets who i am tdd# 1-800-345-2550 and what i need. tdd# 1-800-345-2550 and still gives me a great price. tdd# 1-800-345-2550 at charles schwab, you get everything you need >>> aig is among the stocks making moves in the after-hours trade. brian shactman is rounding up all the action for us right now. >> they're up 3.5%. they pulled back a little bit. they were up 5% about a minute and a half ago. in terms of operating income, they definitely came through on top. of course, good to see robert benmosche up and healthy. the stock up more than 20% year-to-date. i want to touch on crocs. revenue didn't impress. the stock is actually down 10.5%. on top of the revenue guidance below consensus, the stock up 38% year-to-date. maybe people are just jumping out right now. it's been a darling the last couple of years. sales force beat by 3 cents. the it is up

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the investors like the update on the offshore fleet. >> thank you so much for that, brian shactman. ve low rates kept you out of treasuries. now could be the time to maybe think again. let's find out the way to play with brian, managing member of the stutland volatility group. brian? >> hi, mandy. we've seen yields back up. bond prices are slowly starting to fall. if you're owning u.s. treasuries against a stock portfolio, you're in danger to getting negative to zero returns in the u.s. treasury market to offset any income you would receive from those bonds. i'm going to use tlt and use the options market for a better risk reward return on my money. by selling the march 15th put for about $1, i basically collected $1, plus i'd have to be getting into the tlt at the 115 level or lower. so now i have my break-even here at 114, a much lower level, essentially giving me a better effective yield on my money. plus that dollar expires in three weeks. the annualized return on that is about 15%. much better than current yields in the tlt. so this is certainly a much better risk reward way to

. >> i'm sue herera along with tyler mathisen and brian shactman. and "power lunch" begins right now. >>> always got to pull out early to get to the wall in time. we could be looking at the first triple-digit gains as tyler said january 3rd, the first trading session of the year. financials higher. $1.33 to the upside. s&p more than 1.25% for the nasdaq. the pulse of the markets, euro bouncing back, the yield on the u.s. 10-year finally moving a little bit. 1.84%. wow, we're still far from 2. but nat gas continuing to sink almost another 4%. midday movers start with whirlpool, a big profits up. solid gains for that company. 16.3%. and broad com up almost 9%. hiking the dividend giving cash back to shareholders. and fm petroleum to the upside. launching a $2 billion share buyback. other movers we're watching, obviously amazon getting hit hard. light revenue, weaker guidance. that stock down 8%. a big move for amz. and seagate, 22% earnings and revenue above estimates and cocoa is coo coo. back in the black giving strong guidance up 32.5%. but the man

brian shactman looking at the restaurants. would you like a baguette? you follow-up the baguette. the name is too many siyllables for me. baguette's feminine, right? i don't know. listen, we have to carry on. restaurants are tricky. how much is due to the mild winter weather? we've talked so much about mcdonald's. we just talked about starbucks. i want to dig deeper. let's start with texas roadhouse. only a $1 billion company but it's doing some big things that big successful companies do. earlier this week along with strong earnings it raised its dividend and buying back stock. another key is they're growing at a strong but manageable pace. chris at suntrust expects to expand at an average of 10% a year over the next five. some think it's a little pricey right now, but if the company delivers on guidance, it still has a lot of room to run. next up, darden. average p/e in the sector is 21 times. that's above the five-year average of 18. now, for that reason it's cautious on restaurants in general. but bullish specifically on dri which just updated guida

brian shactman with the roundup. >> thank you very much, bill. still too early to judge the turn-around, only down a third of a percent. continental resources hit a high of 93 during the trading day. a lot of items x'd out. guiding well above expectations. the stock down three-quarters of 1%. polyfor international makes filtration equipment, down big. should end up showing growth down 13%. jack in the box, never had their burgers, but they sold a lot of them. of them. comp guidance looks strong. but it's down 3%. had a good run as at late. no guidance until after the acquisition closes. down 1%. strong numbers on top and bottom lines. which did show compressions. caribou coffee. revenues strong. eps guidance. they spent 13 million to 15 million. up 1 3/4%. i think i only got through seven. >> you did a very good job. hollywood is making pretty big headways into china. the country's opening the doors to more foreign movies. and it's in a partnership for a new studio with dreamworks animation. julia boorstein joins us with a look at that exclusive

for that and the rest of your news before the bell we turn brian shactman. od morning, brian. >> good morning. futures are slightly higher at this hour after the dow yesterday closed at its highest level in nearly four years, asian markets gain overnight, european shares are higher this morning. today we get data on the consumer price index and leading indicators, we get earnings from campbell soup and heinz. on thursday the dow gained 123 points to 12,904, now nearing that key symbolic level of 13,000. the nasdaq closed up 44 points at 2959 and the s&p also higher gaining 14 to end the day at 1358. google is in hot water for violating the privacy of iphone and mac users. the giant has been quietly tr k tracking browsing history. apple's browser has a lock tear defend against that but google basically cracked the code. google has disabled the code but once that data has been unlocked a number of websites have access to use the information. twitter about to get easier. the site unveiling a self service marketing system basically means that advertisers won't ha

brian shactman takes a look at retailers and appliance makers. >> i feel like the guy in the graduate who said one word, plastics. i'm saying, appliances. i want to start with manufacturers first. whirlpool actually up 50% year-to-date. put them in the refrigerator on that one, top and bottom one. keep in mind it didn't finish well in 2011. also notable john paulson reduced his steak to2,000 share. only shipments in asia were up, whirlpool missed estimates. shares went way up, because 2012 guidance was huge. you might ask how can that be. it's simple, cost cutting, raising prices, also the xan's be company's been complaining about competition. looks like the u.s. government might actually do something p it. next up, in the oven, home depot, when you google appliances, number one is pc richards and sears and home depot. hd is up 12% year-to-date. with housing doing better as mandy pointed out, rising tide lifting all boats at home depot, during the conference call, no mention of appliances. the real boon for home depot. the one-stop-shop for everything at home. so they can compete even

brian shactman is at the cnbc realtime exchange. >> i just want leg room. thank you very much. let's look at the heat map. i'm going to talk about a few in particular. how about microsoft, holding strong, above $31. see if it holds. the big names making big moves in the dow. not a lot of post-earnings optimism out of hewlett-packard. a huge move in that stock. procter & gamble, a little bit of a role here. slightly down for the year. but now we learn springles includes cutting 400 jobs. it's up more than 2.5%. ibm getting ever so close to $200 a share. earlier today, it hit $199.23. off of those highs as you can see. the two most discussed stocks, probably, sears holding and viva sears. investors seem to like some of the plans with the assets. now up 18.5%. that seems like a trade. that's a scary one at that. we'll see where it goes tomorrow and the next day. it's had a nice little run. vivus, upgrades, up 81.5% today. unbelievable. qep and denbria energy, up 6.5%. dan bury up 37% year-to-date. qdp is up 8% on the day. first solar, safeway and kohl's, we'll delve more into kohl

. >>> i'm sue herera with simon hobbs and brian shactman. "power lunch" begins right now. ♪ can't buy me love >> yes, greeting valentine's day with a little bit of red here. retail sales weaker than expected. no earnings to push stocks in either direction. here's where we stand right now. the dow down about 54 points. s&p 500 good for down .5%. same with the nasdaq. pulse of the markets, natural gas getting a pop here. would be characterized as a technical move, up 4.25%. the yield on the ten-year, the price is up but the yield is down. we are well below 2%. check out the dollar right here. the dollar index up .75%. midday movers, rackspace up big after reporting an 85% increase in fourth-quarter quarters. hospira up. and sales better than expected, 6.5%. michael kors, 23% to the upside. q3 earnings up 47%. on the downside, disappointing q4 results from goodyear tire. masa masco down. and host hotels is down 4% on the nose, guidance missed estimates. get a little more detail on the marketplace. mr. pisani at the nyse. >> hello, brian. the eu

. >> brian shactman tells us what to expect from the big slate of earnings due out after the bell. >>later, is austerity in greece just a temporary fix? we'll talk with thl partner scott sperling, he weighs in and tells us how he's investing in this uncertainty in europe. >>> strong day for the euro against the dollar. back after this. >>> welcome back to the "closing bell." coming to you right here from the floor of the new york stock exchange. visa at an all-time high right now. the string of investment banks say raising their price targets in the largest debit and credit card profit company. the stock up better than $4. heavier than usual volume today. beat the expectations. raised the 2012 guidance, that happened late yesterday. saying credit card spending remains strong. joseph saunders calling the impact of regulations on debit cards modestly better than he actually expected. as far as the impact on visa, of course. moore saying it expects a brunt of durbin related headwinds this year. let's take a look at the stock here. visa, mastercard have outperformed rivals in the credit a

now back to sue and tyler on "power lunch." [ laughter ] >> i think we're going to brian shactman, aren't> this whole brian, brian thing is not working. >> he's taller. we both talk a lot. kovn tri health but eps missed by 5 cents. they were a bit weak on the service side. apollo investment getting hit after an eps miss and bucking a general trend down almost 9.5%. raised and went and filed for a secondary. still up 1.75%. tyler, over to you. >> now we are ready. like oil in the 20th century, investor ron lauder says water is going to be the number one essential commodity on which the 21st century will turn. and in response mr. lauder is right here on "power lunch" announcing the launch of a water and waste water treatment company, it actually already exists, serving the global middle market critically. ron, welcome. good to have you with us. >> thank you very much. people don't realize 97% of the water in the world is undrinkable. 1% is antarctic, one is arctic. only 1% of the water in the world is drinkable. and the fact is the population is growing, there's pollution, the water is gett

markets helping to rebound from the down friday for a look at your news before the bell we turn to brian shactman live at cnbc. good morning, brian. >> good morning, guys. stock futures lower after the mixed session on friday. but an overall positive week actually for the markets. the s&p now at its highest since mid 2008. there were several pretty good economic reports that offset concerns about rising oil and gas prices. asia and europe lower today. here in the u.s., busy week for economic data reports on durable goods, home prices, consumer confidence, manufacturing, and the final read on fourth quarter gdp. for today one, the latest news on pending home sales. the dow slipped 1 point to 12982. the nasdaq was up and the s&p added two to 1365. a federal judge delayed the civil trial over the bp gulf oil spill by a week. the trial had been scheduled to start today in new orleans but the judge says bp is making progress in settlement talks with a committee that's overseeing thousands of lawsuits. the trial will determine the amount of damages bp and other companies must pay for the worst offshore

brian shactman rounds it up. >> let's reset things with disney.ps beat as we've said, revenues a little light. consumer looked a little weak. the same with their broadcast. the stock now down 1%. still holding above $40 a share, though. the hartford up slightly. still sifting through the numbers. eps looked good, especially their book value was solid, up 1.5%. buffalo wild wings, i talked about it before. 73 cents versus a consensus of 67 cents. revenue beat as well. they're getting a pop of almost 17% in after-hours. very strong price action here. certainer, solid numbers. guidance in the range, up 6.75%. investors on the other side taking a bite out of pinera. comps and margins look to be the negative in this story. open table, i just got that one. that was popping right when i came up. 37 cents versus 30 cents. revenue beat as well. i'm sure "fast money" will go deep on that one. western union, a dip in after hours of almost 5%. earnings were pretty much in line, yet touched light on revenue. certainly not a beat by any stretch. harly dav lley-

brian shactman is back at the mothership. >> let's start off with the heat map. there's a fair amount of positive energy on the top, 2-1 negative. caterpillar is the strongest performer all day. i want to focus at the bottom here. that's walmart. down another 2.25%. take a look at a one-week chart since earnings came out, we're talking rough two days. basically 6% in the two days post-earnings. i don't know if we have that chart for walmart. there we go right there. you see that, boom. been a tough week for walmart. down 5% in the last week alone. names to the upside, nice earnings beats both for oil service and software company. those companies up 8% and 6.5% respectively. urban outfitters to the upside. and a nice post-earnings follow-through from macy's, up 2.75%. walmart and macy's going in opposite directions. on the down side, new field missed on the top and bottom line. hit from all directions. dell, after the bell yesterday, in the losses, selling from that post, falling through 6 1/3% down to the down side. ing netflix seems to be tirng again. still up 6

. >> along with sue herera and brian shactman, i'm tyler mathisen. "power lunch" is served right here, right now. >> we serve it hot. greek leaders reportedly closer to backing tough austerity measures which should open the door to getting more bailout money. that news did turn the markets around. 39 points to the upside in the dow. the s&p 500 up almost three points. and the nasdaq composite up a little less than .25%. the pulse of the markets, europe got a bounce on that greek news. oil inching back towards $99 a barrel. and the ten-year moving up. coinstar up. 19% to the upside. anadarko petroleum beat on the top and the bottom line and yum! brands up almost 3% and touching all-time highs. on the downside, the drag is with eps guidance, good for 4% to the downside. unum lower on q4 losses. and fed rated down on worries that new rules could hurt its business. mr. pisani, did you run inside after taking that picture at the giants parade? are you out of breath? >> it was all about research today. and half of the floor was standing out in front -- the

meanwhile, behind the steady moves, brian shactman with that angle. over to you, brian. >> a very tight range today. i want to take a look at the realtime exchanges out there. at top, mcdonald's back above $100 a share. they report earnings tomorrow morning. microsoft holding up above $30 a share. financials, the weakest in the dow at least is bank of america, and jpmorgan. i want to drill down on coke. obviously still down year-to-date. getting a nice bounce after earnings today. north america, much better than expected, coke, down almost 2% for the year. but 1% to the upside. other earnings stories, young brands touching an all-time high. still up 2 3/4%. toyota, sales growth was 17%. harman international beat on the top and bottom lines. we want to look ahead. obviously disney after the close, and looking forward to iger. because he gives insight into the global economy. hartford reports. western union just announced a dividend hike. that stock getting a .75% boost. bill, back to you. >> many reports to get to. thanks, brian. let's talk about treasu

i'm brian shactman. a very interesting show. we have u.s. equities, the dow heading to 13,000.q heading to 3,000. jim rogers is going to come on and we're going to ask him about his take on u.s. equities because he is not bullish. in fact, he is bearish. we'll ask him why. in terms of stock futures we are looking at a positive open this hour. futures trading will pick up as we progress to a "squawk box" show here in the u.s. at 6:00. 32 points against fair value and flat on the nasdaq and three points to the good in the s&p. ross, food d ross, good day to you, sir. >>> ahead of the u.s. open, european stocks are firmer. up a third of a percent on the ftse 100. brian, christine, i don't know how many times we've said this but apparently here we are on a friday, we're going to get an agreement on monday over greece. apparently they've managed to get a deal with the international lenders about how they're going to reduce the budget by 125 million euros. i reckon this is like the fifth friday that we've said there is an agreement. i'm trying not to be skeptical. maybe this one -- t

but first, brian shactman. >> put on the $400 true religion jeans, grab the apple iphone. go to your computecomputer. we'll give you the results of the earnings and how they're the earnings and how they're trading right after the break. lt simply repeat history. >>> linkedin making news in the after-hours session. >> it's up 4% in after-hours. revenue slightly above consensus. full year guidance looks good. looks like the second half of the year will be even stronger. true religion, the stock was halted. now seems to be trading, it's down 6%. here's the deal. their jeans cost about the same amount as a round-trip ticket to l.a. they missed on guidance, you name it, the stock is trading down. activision blizzard, revenues were strong. the stock's only up 1%. i'm being told everything was good on one end, buying back stock, increasing the dividend, but their guidance is not great. that's what the drag is of the th why it's not up more than 1%. nuance communications, we talked about that, the company buying apple's voice recognition. it might take a bit of a pause now, down 1

. >> when we come back, brian shactman rounds up a big list of after-hours movers. very busy session, brian. >> i'm sweating it out, very, very busy. cbs and tesla, and also something i've been waiting for a while in this marketplace. we have a two-for-one stock split. the company and when it will split, next on "closing bell." ♪ oh! [ baby crying ] ♪ what started as a whisper ♪ every day, millions of people choose to do the right thing. ♪ slowly turned to a scream ♪ there's an insurance company that does that, too. liberty mutual insurance. responsibility. what's your policy? ♪ amen, omen ♪ [ male announcer ] offering four distinct driving modes and lexus dynamic handling, the next generation of lexus will not be contained. the all-new 2013 lexus gs. there's no going back. see your lexus dealer. "for starters, it didn't cost me anything." "and i got a one-hundred dollar cash bonus for rolling over by april 16th." "i like bonuses." "plus at scottrade, there are thousands of commission-free investments." "and if i need help, i can find it online, by phone or at one of

brian shactman with the movers and shakers at the realtime exchange. >> echoing some of what bob discussed, pretty much everything in the green except for mcdonald's and j & j, chevron, everything else in the green. microsoft touched a new high today, and went over that $30 level. it touched a high of $30.05. we've been here before. i can remember three years ago at the nasdaq talking about whether it can hold 30. we'll see what happens this time with microsoft. a quick look at some of the financials. beyond what bob said, take a look at the insurers. american international, aig and hartford up 4% and 6%. citigroup had an upgrade today. bank of america the best performer in the entire dow jones industrial average. earnings we've been following on the plus side, whirlpool, broadcom, aetna, all gaining. revenue growth is the chief concern with amazon. finally, look what's ahead. a very busy day after the close. i will bring you a lot of these names and what the results are. qualcomm, chipotle, green mountain, what's a day without green mountain and herb talking about it. we'll see what happe

for more on that and the rest of the news before the bell we turn brian shactman. good morning. >> good morning. futures are slightly higher after the dow closed yesterday at its highest level in nearly four years. asian markets gain, european shares are higher this morning. we get data today on the consumer price index as well as leading indicators. we also get earnings from campbell soup and heinz. the dow gained 123 points to 12,904, nearing the key symbolic level of 13,000. the nasdaq up 44 points to 2959, close to 3000. the s&p up 14 to end at 1358. treasury secretary tim geithner facing a subpoena from lehman brothers. they want to question him about transactions made before the collapse of the firm in 2008. it's suggested that jpmorgan chase mate have used inside information to siphon billions during the final days. secretary geithner obviously was the head of the new york fed at the time and brokered a lot of meetings between bank executives. lawyers want to force a deposition by the march 16th deadline. yelp will be added to the new york stock exchange und

thank you, brian shactman. ♪ >>> by now, you know my name. welcome to "street signs."ut is tom petty right? is your money headed for a breakdown or a breakout? we'll take a trip inside the numbers and debate whether stocks have come too far too fast. >>> where are the jobs? we know who's got the most "help wanted" signs out right now and we'll show you where america is hiring. >>> and if you like facebook, you're going to love what andy kessler has to say about that little like button. he thinks it is the secret sauce to etch more facebook billions. he's here with why. >> good morning and good afternoon, everybody around the world. i'm mandy drury. this is what we're watching at this hour. stocks are wiping out their early losses. ben bernanke getting part of the credit there as he says nothing in capitol hill testimony to discourage the notion of a q.e. 3. coinstar meantime making major coin for investors today, up 18% after trouncing street estimates with its latest earnings, fueled by growth in its redbox dvd rental business. >>> and what is up with greece? a meetin

brian shactman at the met life stadium in new jersey. we start with mary. >> maria, wall street should want the patriots, because quite frankly, they're the better team. as for boston, it has advantages over new york. lower unemployment, lower taxes, high-tech and biotech companies returned double-digit gains for investors over the last couple of years. but these arguments fell on deaf ears. so i'm breaking out the big guns right now. maria, this is why you and other investors should want the patriots. tom brady, 199th draft pick, passed for more than 5,000 yards this season. quite frankly, for us females, he's easy on the eyes. as far as how the markets have done the day after the pats' three super bowl victories, two wins, one loss, advantage pats. i'm going to send it over to my colleague, who like me is a boston native. i'm joined by my friend tom here. tom, let me ask you, what do you call a boston native who spends all day talking about new york and a sports team? a traitor. brian, over to you. >> i call that a winner. i'm on the g

our look at best in breed in the market, cnbc's brian shactman is here with the top sectors pushing stocksrecent highs. i love this graphic. >> this is the coolest one of the day in some respects. best of breed, listen, it's easy to do a sort and see which sectors are the best in 2012. here they are. the key is which of these six is best positioned to keep it going. pretty intense race with all the gains we've had in 2012. a few separate themselves from the pack. now, tech has outperformed in 2012, although many are still bullish on the space, others think there could be profit pressure moving forward especially if your name is not apple. they fall behind. materials, the global economy not as weak as once thought except in europe maybe. chemicals, miners, even steel has done well. we might be in the early stages of a cyclical pickup. same thesis for industrials. companies that build big machines, caterpillar, dominating the sector. outside of bank of america cat is the best in the dow for 2012. all this comes with the consensus that the second half of the year could yield stronger domestic

futures are trading we turn to brian shactman. good morning. >> good morning. that's right. stock futures are lower after a mixed session on friday, but overall a pretty good week last week. the s&p at its highest since mid 2008 as several good reports offset concerns about with rising oil and gas prices. asia and europe lower, a busy week for economic data, reports on durable goods, home prices, consumer confidence, personal income and spending, manufacturing and the time reed on fourth quarter gdp p. today one, the latest on pending home sales. the dow down to 12,982 t nasdaq up to 2963 and the s&p up two to 1365. i'm sure we've heard a lot about this, americans feeling the pain at the pump. the average price for egg unleaded up 18 cents in the past two weeks, $3.69 a national average. probably more where you guys are. according to the latest, gas up 30 cents for the month. analysts say higher food prices, the jitters with iran, a lot of supply in most parts of the country. cars, the ford family made their fortune selling hundreds of millions of them. but company chairman

now, brian shactman has been breaking down what we are calling sectornomics all day. >> that indeed, brian. gas prices and oil have a lot to do with this sector. who doesn't like a good roller coaster? look at this one. we modelled this on one of my old favorites from childhood. theme parks, they have fewer players than the others that we looked at in sectornomics but none give better insight into the american consumer. first stop our parent company, comcast. it's the smallest of the company's four segments, but the key is it's actually growing thanks in large part to harry potter in florida, king kong, and fourth quarter saw 4% growth. harry potter will head to california too. and he seems bankable these days. for disney, a double importance when it comes to their theme parks. stock flat for the day up 10% for the year. major source of revenue, more dependent than comcast and extend to new generations like my kids. last quarter profits up 18% at disney parks and the trend is reliant on the u.s. recovery. the next challenge, whether gas prices will have an impact on this upcoming spri

. >>> i'm sue herera along with tyler mathisen and brian shactman. "power lunch" begins right now. >> he called me a burrito last week. in fact, if not for greece, we might be back in rally mode today. given the runup we've had this year, we're not looking all that bad. the dow only down 33. the s&p not even .25% and the nasdaq down .1%. the pulse of the markets, the dollar getting stronger, getting a bid on improving u.s. economy. the dollar index above 79. gold, again, the dollar could have an impact there down $15. and usually crude right now despite all the tension in the middle east and what's going on in iran, down 3.25%. midday movers humana earnings in line but weaker than expected. food supply with sysco, and chinese internet so hu off sharply. let's get to the green. hasbro stock up 2%. best buy a bounce back after getting dragged down by radio shack last week. 2.5% plus. and sketchers higher on an upgrade at 4.5%. let's get a view on the markets from bob pisani on the floor of the nyse. >> thank you, brian. three to two, very narrow tradin

brian shactman is looking into it. >> down about 36% right now. opened, it went down 25%. if you're just joining us. among other things from 2010 and 2011 and the stock is getting crushed. $13 good for 35%. quick look at cisco again. reported solid numbers. stock continuing 2012 the way it ended in 2011. it's now only up about 2%, but the ceo was pleased especially about margins. >> if you watch, we hit on a number of very positive focus points. if you look, our strategy and vision is playing out the way we hoped. and the grace margins, we're at 62.4% which i think is good. >> groupon reported a surprising loss. expected a profit. down 9%. quick look at whole foods as well. stellar number for whole foods. that stock priced to perfection. americo up 5%. prudential up 1/3 of a percent. there is assets under management 900 billion. so that's the stoish with that stock. back to you. >> thank you so much, brian. cisco's conference call is underway. let's get highlights from jon fortt who's been on that call. what did he say that he has not said in our

brian shactman, over to you. >> we'll start with rejenneron. it reached a more than 20-year high.f of that at this point. it's up 84% for the year. kodiak oil and gas on the move after getting an update. they have to drill on their leases or they lose them by 2013. the company says everything is on schedule. it's up 4.5%. guidance software, tops in the russell 2000. it had such a strong beat in raise, i thought it worth mentioning. up almost 35%. silicon graphics, down 23%. missed margin compression. the high end of guidance isn't even half of consensus. that's an ouch, down almost 23%. benny han a getting chopped up. couldn't resist that. the profits were down almost 50%. increased costs in ingredients part of that miss. >>> a slew of big earnings set to hit the bell tonight. jane has a preview of the numbers at whole foods tonight. over to you, jane. >> hey, maria. don't panic, it's organic. whole foods to the upside even in the economic downturn. many analysts think it will expect the earnings of 60 cents a share, almost 20% better than a year ago. on $3.4 billion in sales. sam

mary thompson is in foxboro, massachusetts, brian shactman is in new jersey, right behind us, basicallyat metlife stadium. mary, you're up first here. make your case. why is new york a better tech city? >> well, before i make my case, sue, i want to make my kick. i had to take advantage of this. i'm here all by myself. how about that? >> yeah. nicely done. >> anyway, it was like an extra point, right? but here's the deal. no matter what happens in silicon valley, everyone still has to come here. they want to go public, they have to go to the nyse or the nasdaq and beyond that in the last two years 400 start-ups in new york, 140 of those were either internet or software-related. and beyond that, big names are big footprints. google, twitter, facebook, but you also have four square, tumbler, gilt group. all based here. few more nuggets for you in 2011 $2.2 billion spent involving 262 deals. that's about half a billion more than boston, by the way. in terms of innovation, 3,000 patents a year awarded to people and businesses in new york. and from 2005 to 2010 bioscience grew here more than

brian shactman has always been covering the story from all angles.t can't all be about the land of jobs and money, can it? >> what happens when you bring thousands of men into an area, give them a lot of money and nothing to do outside of work? >> do you want the tv answer to that? [ laughter ] >> the non-tv answer is the answer. >> i've got some things in my head. >> listen. >> keep it clean. >> calls into the police department up 250%. >> what is? >> calls into the police department up 250%. they're like old school western stories of melees. it doesn't happen very often, but this has happened. it's a small town of wilson, north dakota, 20,000 people dealing with problems they've never seen. the growth is just so big. on the flip side, take it from the family perspective, if someone gets a huge oil job -- [ overlapping speakers ] >> the wife is not working, say. and there's no retail out there yet. there's a lot of domestic tension. they get domestic calls. they get duis in the afternoon now. there's definitely a downside. they're trying to manage i

brian shactman has more. vening, brian. >> reporter: as president obama set the tone, the pressure on the key drilling called fracing continues to intensify and we are a couple weeks away from finding out federal rules on fracing on public land. pennsylvania, by the way, which has the gas-rich marcellus shale, now considering a tax on drillers, and there are counties in virginia rejecting permits. and in canada, a poll said 62% want a moratorium on fracing. as you'll find out tonight on cnbc's "america's oil rush boom or bust" if that happened in north dakota, the oil well would go dry virtually overnight. you can see how likely that is to happen, and you can see for yourself if the north dakota oil shale should be lumped in with the gas fracing projects across the country. back to you. >> thanks, brian. >>> people for the ethical treatment of animals argued in san dag's federal court the 13th amendment gives five whales the same protection against slavery as it gives humans. >>> finally tonight, the numbers i

>>> and i'm tyler mathisen with kayla tausche and brian shactman. and "power lunch" begins right now. >> i guess you could say markets are meandering a bit. a definite downside bias. greece and iran, existing home sales were better but not enough fire pow tore set off another leg in the rally. the s&p down about five points. tech, actually which has been the leadership the laggard today down .5%. check out commodities, the whole complex. what's standing out to me? 1.5% to the downside in natural gas heading back toward $2.50. metals pulling back a little bit, especially silver. get an update from the nymex in the next half hour and sugar down about 1%. garmin's q-4 guidance jumped. that stock very up. something about that company was dead with gps and re-invented themselves. q-2 profits up 62% and nabors up 5.5%. drilling in the lower 48 better than alaska and canada. and nuclear exploration big earnings missed and two downgrades followed that. it's down 12%. investors hitting control, alt delete on dell today. outlook disappointing. and sales of th

. >>> brian shactman was out in north dakota this us this summer when we did our show there.o tune into tonight at 9:00 and midnight eastern. america's oil rush, boom or bust. don't forget, that's continental

let's now turn to the put action with brian shactman. what are you seeing? terms of puts, i think volatility is rising in the stock. the puts are looking attractive to sell those puts at levels you want to get long the stock. abigail talked about the 480-level so to speak, maybe support level, sell the 480 put, collect some premium. this is my dcia trade. don't cry about it. if the stock gets higher, you collect that premium. if the stock drops, you want long in there anyway. that's what i like to do. >> it's interesting down here new york stock exchange as apple comes off, the market is moving into negative territory. we've lost that 7-month high we had earlier on the s&p 500. our next guest thinks that it's time to really brace for a correction. let's bring in jeff kilburg from treasury curve and "fast money" contributor. you believe it's heading down further from here. >> the pits are heating up to the negative side. no doubt about we have seen stocks and bonds rally the last month or two. cats and dogs living comfortably under the same roof. i do see a t

i'm brian shactman. let's reset the market quickly here for you.e are holding above 1.9% on the 10-year. the dollar is flat. talk about gold in just a second. i want to point out the nasdaq is slightly positive. the dow down 80 off the lows but still negative and vix up 8% plus. so much talk about apple today was heading toward a $500 billion market cap still up more than 25% year-to-date but see the slip in the middle part of the day. think about this when it comes to technology dominance, here is the entire s&p 500. a lot of names, a lot of big names. but just five names, all tech, make up 10% of the weighting for the entire index. apple the biggest at almost 4%. incredible. and beyond apple it's ibm, microsoft, google, intel. and if apple was in the dow would be well over 14,000. ibm and apple the only ones in positive territory today. now, i want to go to gold. other metals getting ready to close, bertha coombs at the nymex. >> thanks very much. i'm in the gold pits in the final trade here. well off of the day's high but gold breaks a three-day

shactman joins us this morning. good morning, brian>>> hey, guys, forget about the global financial markets. let's talk about global star fest in hollywood. the 84th academy awards last night. meryl streep won her first since 1982. she portrayed margaret thatcher in "the iron lady." but the night belonged to "the artist." the black and white silent movie won five including best director, best actor for jean dujardin and best picture. stay tuned. we'll go out live actually to los angeles in about 30 minutes and ask how much of an impact an oscar win has on box office and dvd and download sales. >>> welcome to the show on a monday. here are your headlines from alm across the world. in the u.s. top forecasters more optimistic about the economy but still cautious about gdp and consumer spending. >> g-20 finance ministers line up a rescue fund to fight the crisis but they need europe to put morme money into the war chest as well. >>> and hsbc says it is confident it will meet its medium term earnings target after posting a $22 billion four-

mary thompson is in foxborough, massachusetts, and brian shactman east rutherford, new jersey, outsidee for boston as an economic power and brian will rebut with statistics on new york city and joe and andrew will declare the winner. >> reporter: wes welker's smaller size belies impressive strength. boston is a quarter of the size of new york but consider the 470,000 in per capita output generated by its 618,000 residents crushes that of the 135,000 roughly per capita output generated by the 8.1 million new york residents. 33 titles for 8:25 each for those four teams, compare that to the 7.4 average for the new york city's seven professional sports teams. the unemployment 6.8%, below the national average and empire state and 2010, boston's economy grew 4.2%, the fourth fastest pace among major u.s. cities here and also here you have to keep in mind is that being superior productivity. boston's economy is almost back to pre-recession levels even though there are 100,000 fewer workers employed at the bay state. give me a p-r-o, productivity, that's the hallmark and because the workers ar

brian shactman joins us with those dogs of the dow. >> you pick the highest yielders in terms of dividendu see what happened. for to it work, the stocks have to go up. picking three of the best is tricky. take verizon. it yields more than 5%. but the stock is down about 6%. a lot of the mangy-looking mutts from 2011 have come out pretty strong in 2012. bank of america, alcoa, caterpillar have paltry yields. they don't make the cut either. let's get to our three picks of the best yielders. put the first one in, we want to start with general electric. why? here's the argument here. you basically have a stock if the financials continue to improve along with a broader economy, you get a double benefit from ge. you get improved results from a streamlined ge capital, big gains from ge's industrial units. they probably won't hike the dividend until late in the year. but yields already better than 3.5%. and if ge capital is allowed to return more capital to the parent company, that payout might be even bigger. number two, next up for the groomer, jpmorgan. this is interesting. it yields a touch b

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let's get a check on biz before the bell with brian shactman live at cnbc headquarters.k the violence and the fear in europe and everywhere that maybe they can't implement all of these changes is keeping the markets maybe tamped a bit. we're up 80 points in the dow. seeing athens ablaze is startling for a lot of people. it's just one of those things where do we go from here? i said this to mika last week. there's a new government that could come in in april and everyone needs to make sure that whatever was agreed upon will be stuck to and there's a little bit of skepticism about followthrough when it comes to greece. >> look at these pictures, willie. let's go back to the pictures. let's look at the pictures. this looks like vanderbilt's campus when they won a national championship. >> that's why we've never seen those pictures on a national championship. >> what's the impact on the u.s. on our economy on our markets? >> that's a great question. when it comes to our economy, the impact is zero. let's face it. we've had a nice rebound here even when fear about greece was