darden has been doing a good job controlling costs. if you look out to 22 where earnings will be a little more normalized, i think the valuation makes sense. >> general motors up 40% this year bonawyn, trade it or fade it >> i'm trading this one. i think this falls squarely into that steve has come up here and said time and time again this is a name, you've seen strength in durables its has a logistical prowess to take advantage of what we're going to see in demand going forward. i'm trading this one hats off to steve. >> a major cyber security is warning a massive hack attack may be coming within the next few hours. we've got the full report next later, charts of the week. the stock is rallying 20% since monday we'll trooefl name and the trade when "fast money" returns. and i'd like your best new smartphone deal. oh do ya? actually it's for both new and existing customers. i feel silly. but i do want the fastest 5g network. oh i want the fastest 5g network. are we actually doing this again? it's not complicated. only at&t gives everyo

the average price over that span darden restaurant s now roughly 43% higher than its 200-day averagere even more impressive it's now trading roughly 73% higher than its 200-day average price. a big move red robin gourmet. it's now trading roughly 126% above its 200-day average price. the restaurant trades very strong, very quick to the upside the question is how much longer can it last. that kind of momentum cannot be sustained over the longer term back over to you >> heartburn, perhaps. we shall see >>> demand for all things music has cranked up to 11 during the pandemic ceos of fender will join us to discuss record growth, up next >>> as we head to break, it's women's history month. we're spotlighting some of our cnbc reporters here is leslie josephs on the best advice she's received >> one of the best pieces of advice i got was to be per sis tent and if somebody doesn't call you back, call them again if you're applying for a job, e-mail that person be proactive you're interested in a job, network before there's a position open. don't take anything personally if somebody doesn't ca

. >> darden has ripped this week the stock is basically at a high it's a couple bucks off. >> becausest man standing your local italian bistro is closed it's closed. and people didn't go look at that chart >> and you go to a bar, and you're not allowed to go to the bar, have you been to a bar? >> no. >> you're not allowed to stand at a bar anymore so is it a bar how do you have a bar where you can't stand at the bar >> hopefully soon you will be able to go to the bar? >> i'm not seeing that. >> blooming, red robin cracker barrel, texas roadhouse, i just wrote down a handful but these stocks have crushed it >> they have been fabulous. >> now, if we, were and i know you guys were talking about this the other day, the idea of these stimi check, the stimulus checks, is it going to go into people like people thought or into the restaurants because people are getting out and they're going to spend that money there? >> i think they're going out i think they're actually shopping and going out to dinner and no one's done anything in a long time but they're not going out to dinner at the neighb

in doing so is potentially putting people at risk by spreading disinformation about vaccines well darden u.s. department of health and human services who feel safe and your organization behind sputnik the has come out and said what any reasonable person already knows this is a pandemic that is threatening and killing people equally this. the threat to mankind it is above politics saving and we're talking here about millions of lives is paramount but the degree of cynicism and double standards here is astonishing see when it's about saving american lives they'll take all the help that they can get remember the russian planes carrying aid to new york last year oh they accepted that no threat to national security there apparently but brazilians vaccinating themselves with sputnik god forbid no no no america current allow brazilians to do that some western states are trying not only to politicize the humanitarian aspect of the fight against coronavirus but also to take advantage of the pandemic to punish governments they don't like i'm not sure gree with the russian foreign minister yes they

darden has gone to 130 from 26 and, you know, those are some big moves on these names that we see come think that even despite that, these are names that you want to be in because why? >> i think the restaurant space, you know, for the most part, all the restaurants were shut down and so those numbers that we're comparing them to, to some extent, i'm a little bit dismissive of them look, i think at 14, going to 56 i mean, no one expected the cheesecake factory to put up performance numbers like a tech stock. however, it's a solid business, and when the consumer starts to dine again, i think you're going to see that these companies have done a lot to rationalize their cost structures and i think you're going to see greater than average demand for what they do. and so i like cheesecake factory. i like darden a lot because of its diversification, and i think that the numbers, again, and the third and fourth quarter are going to be very exciting numbers relative to what expectations are >> we were just talking about cathie woods and how she has bought some names of her favorite stocks even

who years 3320 years a darden spittal died in a nursing home they died my father was in a nursing home station he was in the nursing home for 23. when he we're there we're hearing ended my family he 'd could no longer stand. the nursing home. system ways not prepared for any kind of health care emergency and i know my father is still in county but their governor is and it's you who cares where they die it does matter because it points to one where where where you know there is in their policies and to why they are afraid of having those numbers reveal quote mo's requirement for nursing homes to take covert patients is being blamed for making the crisis worse the daughter of one woman who died of the virus in a new york home is asking for. everyone else may feel like it should. be malaysian. i think that it was a that it's been done that were not done that. way for a lot of people responsible especially the nursing home that she was that. our governor andrew cuomo because. some of you know him and apparently. you know that whether it's a you know the nursing home or like a free for all

but they might darden's easel taking turns their families when there is early states the 1st lady berry some questions that was genuine and my hat's off to those since not particularly for continuing to come to work day in day as in deeper volunteers we have people coming back to dental receptionists and dental nurses and he actually was volunteering sounds nice environment so. it's a credit to our house. they get a fair up to the surface with which a showing that a 3rd of stuff a recognizable psychological impact especially it'd condition i mean how does that manifesting itself know that the vaccine program is underway i'm in a people reaching the point at which the patent go on of this still a fighting to to take us for this. well late sneering people are continuing we got so low at the moment the numbers on intensive care been dropping quite steep in the last couple weeks and i remember you know there were nurses and tears before the 2nd wave this news about saying i just don't know if i can do it again they date and how he would take real 3rd wave are great and unsettling where nati

who years 3328 darden on spittle died in a nursing home they died. the governor comatose requirement for nursing homes to take in covert patients is being blamed for making the crisis worse tracey oviedo lost her 76 year old father in one care facility on long island she's the assistant director of voices for seniors and advocacy group for the elderly in nursing homes well tracy joins us now on the sea thanks for joining us on the program do you think the deaths of your father and those many others in those cat homes could have been prevented. absolutely governor cuomo signed an executive order mandating over 9000 cobra aza to patients into these nursing facilities that didn't have to be we knew back in february you had dr g. all over the t.v. telling us that this disease was most deadly to the elderly so we knew back in february why then would you purposely put covert patients in with the most vulnerable. is this entirely a problem of decisions made by individuals there will could it be a wider problem of the system as a whole that failed your fathe

victims' relatives question the counting down to quote those apparent dismissal of its importance. 3328 darden spittal died in a nursing home they died my father was in a nursing home 30 illustration in the nursing home for 23. when he if there were at least in theory ended my family he 'd could no longer stand. the nursing home. system was not prepared for any kind of health care emergency and i know my father is still in county but the governor's attitude of who cares where they die it does matter because it points to one where where there you know there is in their policies into why they are afraid of having those numbers revealed. requirements for nursing homes to take over patients is being blamed for making the crisis worse the daughter of one woman who died in the virus of the virus in a new york care home once. i want to be able to make it like. rocky malaysian. they've got a network now you know. i can wait for a lot of our whole expression you know in connection with that and our governor. and our you know on n.p.r. really well you know well you know that i think we're like a or are

declining, vaccines and springtime weather something that btig is echoing at texas road house and dardennd steakhouse. it also announced it would spend $17 million on one-time bonuses and pay raises for workers getting to $12 an hour including tips by 2023 investors seem to be confident as well. take a look at some of these stocks some of the best performers year to date are not the qsrs and pizza names, darden, brinker, texas road house, blooming brands all some of the biggest gainers year to date the one-year moves are impressive brinker up more than 300%. analysts at stevens have said we could be in a new golden age for casual dining, which is not something, becky, you would expect to have heard this time last year. >> back over to you. >> it's been crazy watching these stocks up even more than they were before the pandemic hit. you have to wonder how much does digital come into this >> i think a lot of these players have really wisely leaned into digital even more as we've seen across the restaurant space. with mobile order and pay, a lot are on mobile delivery apps and curbside dard

same thing it was less than a month ago when we were hitting new highs we have lots of new highs, darden, exxon as i mention ed ad you can -- you want it simply, how you about disney versus apple? did i any jumped in early november, on the announcement the first successful vaccine test, disney jumped finally, california, of course, saying disneyland can reopen. that's a big help today, but this has been going on for a while. look at apple, straight down since the middle of february that's when interest rates started moving on. it's disney up 10% this year, apple down 10% guys, back to you. >> robert, thank you very much technology seems to be -- can they rally without the tech lerl joining us, ubs managing directorialie mccartney, and ceo karen finerman who joins us on the phone. good to have both of you with ali, am i better off riding this rally, some of the consumers or am i better off putting it in today's last loved into -- >> one of our themes where technology and nasdaq -- so last year we had a zero interest rate environment, with lower for -- and economic activity very much curt

darden, and texas roadhouse hitting new all-time highs, those names are up between 100 and 600% off the market lows from last year. >> thank you, kate >>> the reopening clearly helping restaurant traffic the cdc is warning of impending doom in some states. are we reopening too fast? here is houston rockets owner, and best-selling author, tilman fertitta thank you so much for being here >> hey, great to be here to talk about all these great subjects today. >> we're going to get to the houston cougars in a second, but first we want to get to serious business are we opening too fast? 35 different states, you have a pretty good picture of what's going on do you want to see more states and companies just slow things down a bit >> i have no problem with the state wanting people to wear masks, but let's talk facts, okay texas was the first state to really reopen of the big states. it opened up on may 1st of last year, okay remember, new york and california really just opened up right now texas has the best seven-day average that it has ever had since the pandemic ever started. i was even in fl

darden on the right. mike, i want to work off of bridgewater today. will monetize the debt as we have since roman times, and that will lead to a per minute -- a pernicious inflation. is that good for equity markets? mike: i think we have the answer to that, no. if you are in an easy money environment, higher nominal growth in the extent that you are getting higher inflation. discount rates will go up. we see that with higher than expected inflation. and market ratios and all other things equal, will go down. you are seeing that visibly in tech and the nasdaq 100. which is falling on his face for lack of a better term with high market interest rates. tom: will the corporations adjust to the reality of collapsing ratios? mike: i think so. a previous guest pointed out that in a v-shaped boom, reflation and then inflationary profits are going to go up. that's one way for the ratio to adjust down. but the other way is through lower equity prices. we are seeing a combination of both. the profits will be strong. i think the equity markets are going to strugg

darden said opinline is 19% of h sales.more engaged with all of those programs and more used to ordering delivery digital with the casual name that is you usually reserve it for chipotle or pizza. >> thank you. >>> small caps are having a volatile and up more than 10% for the years. that one is next when "power lunch" returns flexshares are carefully constructed. to go beyond ordinary etfs. and strengthen client confidence in you. before investing consider the fund's investment objectives, risks, charges and expenses. go to flexshares.com for a prospectus containing this information. read it carefully. we started with computers. we didn't stop at computers. we didn't stop at storage or cloud. we kept going. working with our customers to enable the kind of technology that can guide an astronaut back to safety. and help make a hospital come to you, instead of you going to it. so when it comes to your business, you know we'll stop at nothing. we see breakthrough medicines getting to patients in record time. at emerson, our aut

and so now, a check on the stocks, and hitting new highs of the day, and live nation, and darden restaurantsk in two minutes. i'm searching for info on options trading, and look, it feels like i'm just wasting time. that's why td ameritrade designed a first-of-its-kind, personalized education center. oh. their award-winning content is tailored to fit your investing goals and interests. and it learns with you, so as you become smarter, so do its recommendations. so it's like my streaming service. well except now you're binge learning. see how you can become a smarter investor with a personalized education from td ameritrade. visit tdameritrade.com/learn ♪ we see access to fresh food being the global norm, not the exception. at emerson, our cold chain software and technology keep perishable food at proper temperatures, to assure its safety and quality. emerson. consider it solved. >>> all right. time for futures outlook, and crude is on to move and up 15% over the last month and bringing in scott nations with the trade. hey, scott. >> yeah, joe it is up a bunch last month and killed friday and

agonizing period of their lives when he was at western front and just after the great disaster of the darden mills. she was such a support and she had such faith in his destiny, and he was very low. but no they did love each other very much. i mean it can't a marriage without it's ups and downs. i don't see how a partnership could last over half a century with characters, but i don't know of a time when love or loyalty failed, i must say. >> when did you know your father was mad? >> mad meaning -- >> upset. >> i thought you meant crazy. i was about to give you a very old fashioned look. no, when he was mad, he was perfectly obviously because the heavens crashed around. it was all over in a minute. he used to shout. he wasn't a badtempered person, just a great sort of, you know a flare up. but it was always very quickly over. the sun came up again. it was always very touchy and i think this is one of the things that i learned from them about relationships. they always -- they could not wait to make up any quarrel, and each could say sorry and did. >> when did you marry? >> i married in 1947.

well no matter what because it's such an obvious reopening play we saw -- i thought everyone knew dardenould be good. that's the parent of olive ga garden this supermarket is a wild card. you think kroger would be a play if you can't go out to eat, you spend more money or groceries but would benefit from the great reopening. i think the stock could be right. finally on thursday, car max reports -- you know what i think of these this will be the best quarter of the week this will be the stellar one car max sells mostly used vehicles they keep curtailing production because they can't get enough semi conductors so more and more people are buying used and that's driving up prices car max is in heaven i love the whole auto business and they are pivoting the business towards ev. i think anything related to autos and generals will work the first quarter ending in the next week, i wonder if we won't have last minute buyers come in to contribute to the irs push back tax season in may and people have a stimulus check burning a hole in their pocket that could be the fuel we need to continue the ral

and, of course, darden restaurants, the comeback play. people are going to want to go out and eat. they want to go out there. this stock's done very well, and i think it's poised to do a lot better once people get more money in their pocket. liz: yep. you know what? i love are all of these choices because -- especially starbucks. i cannot wait to go see those people hanging out in the place. great to see you guys. scott, fill -- phil, thank you so much. huge news in new york city this week, the theaters reopened. amc's stock is jumping 12.333%, it has more to do with fundamentals this time versus the reddit room chatter. webbush analyst doubled his price target to $5 a share. now, he's well below where the stock is right now. taking the appropriate pandemic precautions, the movie theater chain has, indeed, successfully reopened 527 of its approximately 600 locations. however, he says it'll take years to get back to a growth strategy. during the pandemic this weekend was a major start as new york city theaters finally came back to life friday, albeit at just 25% capacity. in his fir

louisiana-pacific, under am our and darden right now that's what the market wants. does that mean i'm getting out of home depot, nike or starbucks? no the market right now is reflecting confirmation of 7% gdp growth scott, last time you did 7% gdp growth in this country was 1984. we are getting a high conviction toward that and in that environment, home depot, nike and starbucks, those are names that will work in a 2020 defensively oriented environment. they're not going to work right now. the three names i suggested they'll work better, but i'm not getting out of those names i'm not getting out of those names because looking forward, the right thing to do is make sure that you're balanced, and make sure you have the diversification story because when the moment comes when the financials are no longer working, that's going to be the moment when you can appreciate that you have the names like an apple or microsoft or nike or a starbucks in your portfolio. so it's just not their moment where they're going to be performing >> steph, other names on this list tjx, vf cor