i think cabela is much better. i said cabela's is the better company because it has a smaller footprint and more room for growth. dick's has 566 core locations and another 79 golf galaxy stores. probably 79 too many for all i know. plus cabela's is a better concept. it's like a tractor supply for hunting, fishing, boating and camping. they're big destination stores. places you love to and love going to. and much more private label merchandise which people love which carries substantially higher margins. to wonder they rallied nearly 60% since the call 25 months ago. dick's is down 11% in the same period. in short, i don't think they deserved to get hit that hard after that lousy quarter. neither of these companies has considered golf business and they both still sell modern sporting rifles unlike dick's. the real take away for these two companies is that dick's said outdoor categories are doing well. tracking up double digits and sportswear is still strong. it's golf and firearms that are the problems and they aren

paul's news leader. >> now to a consumer alert for cabela customers. the outdoor retailer is recalling 600 of these jerky blasters. they're used to make jerky strips and sticks. cabela says the battery chargeary dapter can overcharge causing it to overheat and start a fire. >> thanks, eric. critically important information, folks. this jerky blaster's battery charger adaptor can overheat. also, there is something called a jerky blaster. (laughter) did not know. according to cabela it is an electrically powered handheld jerky extruder. you cram your meat into the tube, then pull the trigger and the meat is squirted out in tiddee strips. it is similar to a caulking gun but the difference is there is no difference. there is the perfect gift for any hunter who has ever thought i just got this animal with my gun. i wish i had a gun that shoots animal. and folks, talk about convenience. the jerky blaster is cordless. so it's perfect for the outdoorsman who is jerking on the go. i use my everywhere. on horseback, playing tennis, even during the colonoscopy i

you have to go to cabela's and you have to shop. get you a tent, go hunting.bought all of these the day president obama was nothing rated. -- inaugurated. smith at wesson was 550%. cabela's is up 900%. this is anti-obama portfolio. this is your anti-obama portfolio. gerri: you would not expect that. you would not have, what are you recommending right now? >> i love the rails. i love the rails. they are 200 years old. hard to start a rail over night. you can start a software company but can't start a rail. crude oil is replacing lost coal. opportunities for exports and imports. i like kansas city southern and boeing. give you three numbers for boeing. 20, 35,000, and 5. gerri: what is that? >> over the next 20 years, 35,000 commercial planes will be bought around the world for $5 trillion. boeing doesn't have a lot of competition. that's a lot of money. gerri: who is that? >> they make restaurant equipment. gerri: cool. >> we eat out more and more. by the way, not just us. everybody is eating out more and more around the world. a hectic world. not everybody is

i'd look today at cab, cabela's, look at callaway golf, ely. both of those names are very vulnerable after what dick's said. >> not to pile on to the dick's disaster we saw today, but they said second quarter is generally strong in terms of golf equipment and apparel, but it was weak. >> the way home depot traded was interesting. this stock had a tremendous run into the middle of 2012 into early '13. it's now been basically flat-lining for the last almost a year, if you look out. we are at a huge crossroads. price action today was good but i wouldn't make too much of it. we are definitely either basing here and taking the next leg higher or we've completely topped out. what's my point? you don't fade the next 5% move in the stock. if we break through $80, this stock is going significantly higher. if we do break $75, i'd get out of the way. >> talk about price action, look at tj maxx today. a few weeks ago we had whole foods. the stock hasn't had an uptick since they disappointed. down 20% or more. tj maxx had its worst decline today in five yea

that's why i like cabela's more. in the end they should have done better.ething up his sleeves. the stores don't seem to. >> the macro data, we mentioned income the smallest gain this year. >> oh. >> spending the biggest drop in a year. and then core pce showed the inflationary pressures we're all worried about. >> look. there was nothing good about any of the numbers i saw and it doesn't seem to translate into anything. i mean, again, we -- we've been getting numbers that are so mixed. yesterday we had that gdp number. it was clearly bad. but then we had a good job number. mixed data is good. mixed data keeps people on the sidelines and not freak out. it's hard to see a lot of wage inflation. but you know what, you look at annie's today. now it's a complete disaster and some of this again is the accounting they use for supermarkets. very bad. material weakness. this cost of wheat, of organic wheat, does matter. the cost of natural and organics, i have sin nop ta on the other day and they do a lot, they have the big sunflower franchise, when you use organic

falling in sympathy, check out golf club maker callaway golf as well as outdoor sporting good maker cabela'sess that dick's says is occurring at least out of its hunting and golf equipment segments. back over to you. >> got a downgrade at stern ag. under pressure. thanks. >> up next texas governor rick perry joins us live at post nine. plenty to coverage with him. his new job initiative. chipotle banning guns. the lone star state's wooing of the california sa ranch cha factory. it's coming up on "squawk on the street." we'll be right back. i'm type e. i know what my money is doing. i rebalanced my portfolio on my phone. you know what else i can do on my phone? place trades, get free real time quotes and teleport myself to aruba. i wish. >>> got news in the fast food world. turns out mcdonald's has a new mascot called happy, a dancing, singing, talking red box. there it is. animated happy meal box trying to promote healthy eating. like the yogurt side. happy seems to be inspiring more fear than anything else. take a look what twitter had to say about that. not so happy. sons of steve garvey s

. >>> now to a consumer alert for cabela's customers.charger adapter could overcharge, causing it to overheat and start a fire. >> thanks, eric. critically important information, folks. the jerky blaster's battery charger adapter can overheat. also, there is something called a jerky blaster. >>> time now to talk about what we learned today. mike barnicle. >> well, i learned america, treat yourself, by this book. >> great book. >> by the geist brothers, father and son. "good talk, dad," you'll have a million laughs this weekend. >> that was a great segment. >> you stole my line, america, buy this book. father-son. >> and i'm just going to point out the obvious, but it's just so interesting to hear the term used. i'm going to start using it too. we are two males and a female. >> mitch mcconnell. >> i am a female. i am a female news anchor. okay. that was a little bit out of touch. jen, did you think that was weird? just a -- hmm? talking about politicians as a female, what was she, a neuroscientist. >> you wouldn't say let's go get a male