i think broadcom is a good way to play that. well above valuation here. >> just a question on the broader markets here, paul. you really fantastically always put marketings for us into historical perspective. the dow itself seems to have, like, that all-time high as quite a barrier. just can't convincingly break above and stay above. and the s&p hasn't even got back to its closing 2007 high yet. what do you think we need to see, putting it in a historical perspective for us? >> well, i think just looking here right now, i think what we need to see, i mean, short term we need to see strong earnings here. good earnings season. there's a lot of worries. we're asked so often about negative analyst sentiment and about the preannouncements here. so there's been a pretty high pace. you typically see that at this time of year. if we can get a good earnings season and these major multinationals don't just tell us that it's a disaster over in europe and the rest of the world, then, you know, i think we could get to new highs here. it may

and what's interesting, they're saying that the broadcom chip is being used.k at nxp semi which is down 5%. now, apparently, the site adds broadcom's part at least in part works in tandem with stm, right? stm micro. so we'll watch that one as well. that memory chip, which is used to enable nxp payment apps from visa and mastercard. there it is, and that's up 3.5%. so the chips that are supposedly getting used are getting the up arrows. that's the easy way to say it. cheryl: i shouldn't be surprised by the story considering the guy next to me this morning put his smartphone up to the cash register and i'm like, i didn't know they did that. shocking to me. apple is trying to set itself apart in the smartphone wars as the competition continues to bombard the world with iphone alternatives. shibani jokerny is on -- joshi is on that story. it really is getting good -- >> it's getting good, and it's getting ugly, too, if you're apple. the last ten-day period has been quite transformational, quite important in the world of cell phones and smartphones. last week we ha

. >> let's go to it's falling out, because you think broadcom or qualcomm. >> or broadcom and apple.exactly. only because of the technicals. i think it will confuse me. >> they like it overwhelmingly. so there's still room here to ratchet back up, and there is a lot of upset. >> ems is intriguing to me. those have already performed, what did they do today? extreme option activity out here. you look at what's happening, and you look at this name lagging, much like cisco or oracle, i think it's going higher. >>> marx may be at record levels, but for dennis gartman, here's what he said on february 26th. too bad he doesn't still love them. the s&p 500 since that call. let's get a trade update. dennis joins us now. always good to see you. >> you know, it's not like we know the verdict on this trade yet. where do you go from here? >> i trade -- i trade goal against yen, again the canadian dollar, so i'm always looking for other places. i love stocks at one time, and i'm going to stay up on the sidelines. there's no reason having been wrong. i have more interests going on if i missed the st

now you have broadcom.amed henry started the company out of a condo, a spare room in a condo, in california. huge company, it survived the whole telecommunications boom, bust, and now they are thriving. last year they grew much better than the whole industry. they are taking market share. they do chips in three different areas, hand, home, and what they call infrastructure. amazing opportunities, all three of them. future opportunities will be 5-g. the car, the television, and of course the global market. love where the stock is right now. it's made a bit of is a move -- bit of a move. got a little bit of resistance. back up to 37, 38, it breaks out. i think it is going to g go from here. i love the fact they are taking market share. stuart: it is wednesday march 13th, it's 10:18 eastern time. charles: i'm writing it down too. stuart: you better. we did. >>> facebook and privacy always a controversial issue, now a new study it suggests depending on what you like on facebook, that data can determine your dru

it's a flash mob for qualcomm and broadcom. >> numbers on bed bath?ould be a target of private equity people and one day i'll get them to agree with me. >> wyndham, number one stock. why? dividends and buybacks. 100,000 in properties. >> unbelievable gains. >> what's tonight? >> i have spirit -- look, i've been recommending the airlines. i know that means i should be certifiable or at least perhaps on the drug that was featured in homeland, but you know what? i genuinely believe that the airlines are back because it's a slap happy oligopoly and what's better for stocks than a kind of a prices, say is not being that competitive? >> you got it. i don't want to run a foul of the antitrust division of the justice department. >> we'll see you tonight, jim, at 6:00 and 11:00. when we come back, the galaxy 4 just a day away from the launch. what does it mean for apple? we'll talk about that in a few minutes. ♪ ♪ ou what impresses me. a talking train. this ge locomotive can tell you exactly where it is, what it's carrying, while using less fuel. delivering wh