monday is independent all day and after the close, we're going to hear from three cramer gaves. all these stocks will get hit no matter what, that's the psychological barrier of what -- i would be a buyer of any of them going in. i don't expect any weakness. there's a lot of chatter about competitive products as to -- i think you stay on the sidelines. no need to get aggressive yet. aol and cbs. i believe that both are going to put up good numbers. aol's numbers were initially greeted with cat calls, but now, people are buying. the drugstore business has been on fire. unfortunately, cbs has been on fire too. the stock, i don't expect it to pop. whole foods reports on wednesday, i am worried about this one. not because i'm worried about the company, are you kidding? i love the company. the opposite, i worry about the nitpicking, nay saying analysts. if the oil trade from earlier in the week works, then we know that we should be putting in the same kind of trade with permian basin company cimarex. we also get solar city. i think this one -- i would buy solar city with some deep in

i'll be paying attention to new pipeline of drugs being developed by cramer gave bristol-myers. that drove its stock much higher when it reported last. i also want to hear whether we are going to get an announcement from johnson & johnson. maybe telling a story today, at the credit suisse confab. the anticancer drug. and i have to tell you, this is an incredibly important moment for the laggard stocks. when we get -- when we got today's strong employment report interest rates immediately shot up. and when rates go higher you know it seems counterintuitive so do the bank stocks. they make more when the rates are higher. the best and higher rates are coming, who will make the most money? well, i'm going to be all over this conference. i have a feeling that it will be the ohio banks. not kidding. well-run and not in the coarse hairs of the u.s. government. ♪ wednesday, amc enterprises reports. i don't know if you them, because they're kind of a boring name. but that's the parent day of popeyes, louisiana, it's popeyes, i'm expecting an excellent quarter because the ceo is remodelin

i'll be paying attention to new pipeline of drugs being developed by cramer gave bristol-myers. that drove its stock much higher when it reported last. i also want to hear whether we are going to get some announcement from johnson & johnson, maybe telling a story tuesday, at the credit suisse health care confab about acid disposes. i'm hearing about the anti-cancer drug. on tuesday, we get the start of the merrill lynch banking and financial services conference. i've got to tell you, this is an incredibly important moment for these laggard stocks. when we get -- when we got today's strong employment report interest rates immediately shot up. and when rates go higher you know it seems counterintuitive so do the bank stocks. they make more money when rates are higher. who is best positioned for higher rates that i think are coming, given the strong numbers i saw today? who will make the most money? i've got to tell you, i'm going to be all over this conference. i have a feeling, by the way, that it will be the ohio banks. not kidding. well-run and not in the cross hairs of the u.s

hilly cramer serves as chief investment officer and managed more than $5 billion in private equity and publicly traded investments in her 25 years of investing. welcome to both of you. scott, we gave all this information price to sales, but my question really is people buy stocks because they think stocks are going to go up. what do you think of twitter at $26? >> thanks for having me. we put out pipo research on twitter and we engaged in the same analysis that you highlighted looking at price to sales, price to sales to growth rates in sales. the conclusion that we arrived at is that twitter would be adequately valued at between 11 and $14 billion. you indicated that the pricing suggestion the valuation much higher than that, so the implication is that, like we said in our report, twitter could be from a valuation perspective stretched from the start. >> and that means, hillary, you made this point. that there is a price at which it's worth investing, and this could be all over the place. who knows. this thing could shoot up by $10 tomorrow, but that's not basis my viewers should be basing their decision on whether or not to invest in twitter. >> that's right, but your point hit

i'm carl quintanilla with jim cramer and david faber at the new york stock exchange. bernanke gaveat the economic club of washington. we'll talk about that and the flurry of earnings out today. 10-year yield may see some action.

i'm carl quintanilla with jim cramer and david faber at the new york stock exchange. bernanke gaveish comments last night at the economic club of washington. we'll talk about that and the flurry of earnings out today. 10-year yield may see some action. europe is down for the second consecutive day. our road map begins with jcpenney, a pleasant october surprise as comp sales rise for the month. trends look upbeat for the month and is giving the stock a big boost in the premarket. >> deere jumps on quarterlies but lowes falls. >> and you're going to want to hear what yahoo! ceo marissa mayer had to say last night in san francisco. we'll have that for you. >> shares of jcpenney up sharply despite a wider than expected quarterly lost. mike ullman says penney's is encouraged by the open in november. they're talking $2 billion plus in liquidity, sequential increases in margins and comps. >> there was a whisper around they would lose $2. this is the agabeginning what i have would call the normalization of jcpenney. they're going to go back to being nothing, just another retailer. they'll