dom, thank you. six states are holding primaries today.s super tuesday, with control of the senate on the line. so what are the key issues and how are democrats and republicans using them to motivate their base to vote this year? cnbc's washington correspond john harwood breaks it all down for us. hi, john. >> hi, sue. in the fall of election years, congress has a tradition of running down the capitol steps, leaving want and hitting the campaign trail. this year they don't need to do that, because this year washington is the campaign trail. republicans agree on this much -- there's little chance of new laws on any of the big issues they're talking about. they're talking about driving -- so for democrats, president obama calls for raising the minimum wage. >> a wage you can live on implts he does it because nine and ten democrats are in favor. senator chuck schumer hammers republicans on immigration -- >> the house has failed to do anything -- >> reporter: because 7 in 10 democrats want legal stat fuss for those already here. and leader nan

dom, thank you very much.iven the recent meltdown in momentum names there's a case to be made in hospitaling dividend stocks. that's not entirely risk-free. check out this conversation last night. >> on a risk-adjusted basis, if you look at treasuries versus equities, the yield in treasuries is much safer than the yield in a lot of these stocks. >> let's say you went long right now a bask of ten-year bonds. you're trying to tell me that you're safer in that than a corporation that's growing -- you're going to lose -- if rates go back up to 4%, the 40-year average, you're going to be dead in the water, down about 18% on that bond. >> well, are dividend stocks a good investment? we welcome back katie nixon, and we have jim dunnigan with us as well. chief investment officers at pns. good to see you, jim. katie, i'm going to start with you. do you like dividend stocks? >> well, we think dividend stocks can play a good role in client portfolios, but i do agree that some of the comments made last night insofar as yo

thank you very much, dom. we were just talking with bob pisani about the fact from the time of left headquarters to the time i got down here, we had a nice pop in this market. not an extreme one, but a nice lift. >> take a look at the dow, 30, 40 appoints into positive territory. yields moved up. that may have been a factor. i just want to show you, the discussions about internet stocks, here's the enter net sector this year, that white line. there's the s&p 500. this is what the bubble we're talking about in the momentum stocks. this is at the story that's been plays out for readily the last six weeks or so. there are internet stocks -- for the first three month of the year. 29, purpose, that broke the -- there were -- shutter stock. they gave disappoints guidance. bank rate was out on wednesday, but you see it's down today, and rack space near a four-year low. digital hosting service. gap, talk about some upbeat profits, and gap did it again here. how bad was the winter? beacon roofings. they put them all ov

i don't know how dom found this, i have to tell you. kudos to dom. >> based on the property.nted, bud kudos to jane, the broker handling jane's house came up with an idea because she couldn't sell it because it was one-bedroom. she hired an architect and drew up plans. >> that's what she mentioned for the additional -- >> for the second bedroom,greate a second bedroom, cost me $60,000. i know what i'm in for, now i can buy that house. >> so we know about those two properties. while we have you, let's take a look at one more time the brand castle in romania. it's on the market for $135 million. >> yeah. >> oh, my goodness. >> amazing. >> best known for being the inspiration for dracula's main residence in bram stoker's famous novel. >> apparently someone stayed there for two months kind of as a jail and a 22 acre, 53-room jail, but okay. >> $135 million? >> i don't know the romanian market to really speak to it, but it is a unique property. >> yes. >> certainly unique property. provenance speaks to something. >> we just had a couple hundred million dollar plus property sell in

dom? >> sue, as you talk about this idea of a stock picker's market, we do know that even no the sector is the worst one in 2014 and the s&p 500, there are a lot of winners and there are a lot of losers, so we want to do highlight just a few to illustrate our point here. first of all, among the three worst performing specific industry groups within the s&p 500 are retail oar yenned. check tout what's happening with internet catalog and retail. that's like amazon.com, special retail, textiles and apparel, they're all down much more than the overall market so far this year. as you look at where some of the big losers are, you go towards urban outfitters. by the way, that's a record high for tiffany stoic. meanwhile, they're down toward a 52-week low, so again a very bad move in terms of the overall move in urban outfitters. then petsmart, it's down 19% so far this year. amazoncom, a quarter of the value shaved off, and coach down about 26% as well. if you look at some of the big winners, the

back over to you. >> thank you, dom. let's go back uptown. one of the biggest winners in today's trading session, the recent beaten-down momentum names are bouncing. seema? >> the nasdaq definitely has momentum behind them. the biggest gainers, online travel player priceline. keep in lind both those names are down about 7% over the past three months, so perhaps some traders seeing the recent move as a good buys opportunity. same story for internet appeared social media. now, elsewhere, casino stocks, specifically those with exposure mama cause, higher across the board after morgan stanley put out a bullish statement. the russell 200, it would been in correction territory earlier this month, now up about 1.5%. now back to you. >> thank you, seema. let's go to the bond market. we have the two-year note auction behind ugh, and rick is hand capping the action. >> if you look at intraday, too, i defy you to find exactly when the auction occurred. two years pretty stochastic today. first of all, we closed last year at 38 basis points, even the two-

dom? >> i have no comment.t maybe with six goals, i mean, that guy is obviously the most skilled player on the ice maybe, i guess. >> i want to know if dave sees any parallels here? >> it's a guy who is -- >> outside our jurisdiction. >> yeah. it's a guy who set up a system that works well for him. we seen it play out really well for him at home. he's coming out of this much more popular than the leaders who have criticized him around the world. >> he's redefining the word penalty box. who has got the guts to hip check the president of russia? >> or that he has a tens of billions of dollar fortune secreted away or he has connections to oil companies. >> by the way, there are important headlines that even as we are heading into the close with the markets up strongly, this concern is demanding payment from ukraine and whatever is going to play out with the election sunday, does any of this shake the optimism in the markets? >> look, the market has given up on this. this geopolitical story has lost its teeth. >> t

dom has the latest. a lot of action in camp pentleton today. >> reporter: things are looking better than 48 hours ago. today, we are down to six camps inside of the marine's base that are under evacuation order. a lot of fighting going on when the san mateo fire andousing the ch46 helicopters to take up a lot of water and drop that in what they are constant relay. >> it is flames suppression basically and a wagon wheel and make a pick or dip as it is called and come to the fire and back into the dip just until we run out of gas. >> reporter: they have consoumed 23,000 acre. that is incredible and the marines certainly have it under control and containment between 25 and 40 percent and increasing by the hour, jowly. >> it is an incredible woke of fires,dom. >> reporter: what resident in particular ised of how to keep in an environment of so many fours in suchsvi a short period of time and they are scrambling on top of the risks they are faced. >> i gelled my house and property around my house. it was a sa

thanks, dom. appreciate it very much. food network online, too. >>> shares of gm down 15% year to date. today a major hearing is being held regarding all of those lawsuits over the automaker's faulty ignition switch. phil lebeau has got more on that story, and he's in chicago for us. hi, phil. >> hi, sue. this is a transition hearing. actually it's a number of attorneys who have filed cases against gm. they'll be meeting here in chicago. and here's what they're doing today. this is step one in a really lengthy process we're going to see play out over the next year or two years. 60 to 70 cases are going to be subject to this hearing today. these are all federal product liability suits from a number of jurisdictions. what they're going to be doing is asking a panel of judges, decide on one jurisdiction where we can try these cases. that way it's more central location, and they can basically all work in unison there. now, as they're doing this, general motors is considering the compensation fund for those who are victims of

dom, what's going on here?sion lows right now, a tough day for athena health, down double digits, 13.5%. the stock is getting whacked after david einhorn of greenlight capital, in a presentation as you know, at a conference yesterday, after the bell said investors had vastly overvalued this company and he was shorting the stock. einhorn said the software maker stock could fall as much as 80% from its all-time highs that it reached earlier this year, but not everyone here agrees, though. wells fargo is defending the stock, athenahealth, maintaining an outfeperform rating. it says it would be a buyer of the recent weakness in the stock, explaining it is not a cloud company but rather a business process outsourcer. so again, some people are stepping up to defend athenahealth shares. >> dom, thanks so much. rather than talk athena specifically, einhorn, as we know, has said in an investor letter he had shorted a basket of some of these bubble stocks. he also said there are dozens of names in there. what names, you

dom. >> all right, man fi, here's what we got. we are talking about those unyielding types, investors pauseing in that treasury. that set rates below 12.5%, down to the lowest levels if okay. that's far cry from the 3% where the ten-year started this week and the action definitely impacted some of the stockmarket. this week's best performing sector was telecom, which happens to have a 5% dividend yield on average. that's the highest of any s&p sector out there. thanks to real estate investment umt trusts outperform this woke as well as did mlps, those are the master limited partnerships that do oil and gas pipe lines and that type of thing. curiously, home builders, which should benefit from lower rates. they were actually down on the week. again, some of the interest rate trades are there, but it doesn't apply a across the board. >> that's quite a good point topping vrp much for that. home builders aren't feeling a lot of trough, could there be trouble on the homefront and one last retailer as well. let's check in with the chart

dom? >> it's interesting.ipo picture we've talked about so many times, these ipos have not come out as hot ouz of the gate as they have in the past, in the past maybe 12 or 18 months. but we are seeing select ones do well. again, i mean, i looked at the data. zoe's kitchen came out here and it was a 60%, 70% pop on that one day. you still see some of those big ones out there but they're not as easy to come by as they have been in the past. >> to the point we were making earlier, it's a real company. >> they have a real product unlike some of these other companies that sell social media, games, or what have you. this is something you can actually buy. it's a physical object. and and i think that is going to make it trade differently than some of these more ethereal stocks. >> you can throw a billion-dollar evaluation, by the way, to twitch that google's buying today? i had no idea that was such a big business. >> me neither. i don't watch a lost video game streaming. but apparently there are a lot of people out

back over to you. >> dom, thank you very much. >>> the sohn conference is going on. david faber joins us with one of the best performing hedge fund managers of 2013 and one of nigh favorite guys. >> that's right, one of your neighbors as well. larry robbins, of course is here, glenview capital management. had a great year last year, but nobody really cares about a great year last year. it's what have you done for me lately. >> that's what you're doing, but this year does appear to be the most difficult one. >> have you changed the way you approach things or are you in terms of what you're looking for to find alpha, not just returns, but beyond the market? >> our approach is basically the same. but there's a bifurcated market. part of the market was in a dripped-up phase, that interest rates were so low for so long, valuation didn't seem to matter. in high growth areas. there was also a new nifty 50 created. caused people to think about when interest rates would move. there was follow-on effects. the top of stocks we play in that approach continues to be there. unlike

dom, beam us up. >> mandy, here is what we've got. we're talking about those unyielding type situations. investors piled into that ten-year treasury this week. that sent rates below 2.5% and down to the lowest levels since october. now, that's a far cry from the 3% where the ten-year yield started this year or the end of last year, and the action definitely impacted some of the stock market. this week's best performing sector was telecom which happens to have a 5% dividend yield on average. that's the highest of any s&p sector out there thanks to companies like wind stream with a 10% yield. reits, real estate investment trusts, also outperformed this week as did mlps, master limited partnerships that do oil and gas pipelines and that kind of thing. but curiously, home builders, which should benefit from lower rates, well, they were actually down on the week. so, again, some of the interstate sensitive trades there are but it doesn't apply across the board i guess is the best way to put it, mandy. >> that's quite a good point. isn't it

back to you. >> dom, thank you very much.cutive at deutsche bank has warned his staff bad behavior will not be tolerated. he says he's lost patience with some of his employees, being boastful, indiscreet and vulgar is not okay. deutsche tells "power lunch", quote, a new culture is taking hold, step by step here at deutsche bank. the substance and tone of this video is intentionally direct, and part of an ongoing program. we expect every employee to understand and comply with our standards. and i'm sure they will after that. >>> let's get the trading action from the big board from bob pisani and kenny polcari. >> i see the market digesting. no real excitement over the economic numbers. i think the number on the face of it looks good, but when you look at it, you realize it's more multifamily, more rental stuff than it is individual homes, right? so therefore you don't see a lot of reaction. we're holding at 18.65, a positive for the s&p. and i think going into the weekend, you have this feeling that it was kind of an interesti

>>>dom, breaking news on google and intel. getting more involved in chrome books. hi, jon. >> yes, sue, this is happening out of the san francisco, intel and google saying that intel has new chips, and take a look at some of these names that are involved, acor, toshiba, the core i-3 chip, it is more powerful than you typically find. for those who might not remember, chrome books don't run windows. they run what looks like just the browser, google's chrome browser, let's people access the web. all the work is scored in the cloud. just a few weeks ago we had microsoft coming out with office for the ipad, now intel bringing out more chips on google's chrome operating system for chrome books, the old wintell partnership not what it used to be. it looks like they'll have up to 11 hours of battery life. so more op options for people out there. >> thank you very much, jon fortt. >>> the epic patent fight between samsung and apple ends with kind of a whimper, not a wallop in a silicon valley court yesterday as a jury ordered samsung t

we'll go to dom in a second. guys, what do you think? sharon, what do you think?el like a record high because we've been in this range for quite some time, and i don't think -- you don't feel the euphoria you might expect before we get another record high but it just underscores what a lot of investors need to be doing. yes, we've had a great run here, but this is an opportunity for you to really look at where you should be, where your goals are and take some profits where you need to rebalance as you think it necessary to reach your goals because if we all just continue to go on the high, continues to go in record territory week after week, we may not really be well positioned when it comes to an end, and we know eventually we can't keep create iing recor day after day. >> a story of multiple economies, i realized there would be a new market high, blown away that the tech sector is having so much trouble. all the valuations are down so much. so much private market activity and still basically multiple things going on. >> dom, i think if you can hear me now. >> i

carl, back over to you. >> very funny dom. dom chu, very much.policymakers are gathering in california to discuss the future of central banking. senior economics reporter steve liesman is live in stanford with charles moss per. hi, steve. >> hey, carl. thanks very much. here at the hoover institution at stanford with philadelphia fed president charles plosser. thanks for joining us. >> good to be here. >> lot going on in the economy, minus 1% gdp yesterday, missed a little bit on spending this morning, down 0.1. what is your sense of the economy right now? is the weakness something that worries you? >> not right now. the weakness if the first quarter is something we've been anticipating. the weather had large effects. a lot of forecasters, not just me, seeing pretty strong rebound in the second quarter in response to the unwinding of the temporary transitoriry effects. >> you've had a 3% number for this year. it's going to be real hard to get there. >> probably. so the first quarter is going to make a dent and the weather will make a dent in that

it's not the same. >> dom wins. dom wins. that's round 5. plenty more to come.ow if you -- >> they with tweet us. >> sorry, diana. >> you can catch dolly on "closing bell" where she will crowd the winner. >>> how about calling them student mortgaging. it's america's trillion dollar crisis. in today's market, a lot can happen in a second. with fidelity's guaranteed one-second trade execution, we route your order to up to 75 market centers to look for the best possible price, maybe even better than you expected. it's all part of our goal to execute your trade in one second. i'm derrick chan of fidelity investments. our one-second trade execution is one more innovative reason serious investors are choosing fidelity. call or click to open your fidelity account today. true business-grade internet comes with secure wifi for your business. it also comes with public wifi for your customers. not so with internet from the phone company. i would email the phone company to inquire as to why they have shortchanged these customers. but that would require wifi. switch to comca

. >> dom, thanks. the question is, has twitter bottomed? 29 and change. jim cramer's price target, i think, was 29. has the stock bottomed? critical question. >> i think it has, the way i'm trading it has. i'm using the recent low. i bought the stock yesterday. using the recent low at my out point. i don't think it rolls over back to that level. if it does, momentum names start rolling over, i'll be out of the position at a small loss. as i stated last week on twitter, i believe the company will be around long term. so i think they will figure out how to monetize this platform that they have, and i think the stock's been oversold, too much of a downside. >> josh brown, the bank of america analyst who lifted the sell rating today has been one of the few analysts who's gotten it right for the most part for a while here. >> yeah. i like murph's trade. i think -- i think 30 bucks, you put in the stop-loss, you're risking basically $2. you could have potentially a 20% rip in this stock if the news flow gets better. it ain't never gonna be cheap. if it does get

. >> thanks very much, dom. and new revisions to estimates on gdp. steve, looks like even lower for first quarter. >> not going the right way. we're getting a bunch of revisions in saying gdp is now estimated in minus 0.2 at the lowest end, minus 0.8. this number originally forecast or estimated by the government at plus 0.1. it was a huge upset to the downside when it first came out. it's getting lower and lower. this morning on the trade data, missing being less than the government estimated. here are some of the estimates that are out there. morgan stanley now saying 0.5%. macro economic advisors, 0.6, jpmorgan 0.8. getting to a point where it could be almost a full percentage point. serious weakness there. we reported yesterday that some people are vising up their forecast for the second quarter. see if that revised up. certainly the weather and perhaps other factors having more of an impact than initially estimated by economists and we will do an official wrap it up day getting our panelists of eight or nin

dom?t's start off with a big name here, of course, tesla that name, the electric car maker expected to -- investors keenly interested on where and when they'll build that new gigafactory for batteries, and new news on the new gen-3 vehicles. >>> then keurig green mountain, the street looking for 994 cents earnings per share, and currently just down about 4.5%. a zillow expect to do lose eight cents a share on sales of $63 million, shares down 6% in that momentum trade. really another busy day after-hours earnings, we'll have all those results on "closing bell" right here on cnbc. as always, scott and team, stay tuned for that. >> you know we will. josh, letter z, zillow. >> this was the last one standing for a long time. it kept bucking the trend, kepg going up. i think it's interesting that you can have these things start to separate and see some dispersion in the way they're trading, which has been the case, so maybe this is the type of name that you buy when the storm passes because of

dom?we'll start off with general electric currently trading, again, you can see there in an interesting change. the french president is saying the company's $17 billion for alston's business is insufficient and ge shares down a quarter percent on that news and merck is selling its u.s. consumer brands business to germany's buyer group. shares down 2.3%. one of the leading decliners in the dow. momentum stocks taking a hit. talking about that in the last segment. price line, amazon, tesla, all moving lower on the day. can you see decent sized moves for the momentum stocks and one stock in the green is office depot, gaining ground after posting better than expected quarterly profits and announcing it will close at least 400 stores, office depot up 14% on the news and the debacle of the day has to be twitter, down double digits as a six-month lockup period and really restrictive sales of 82% of its outstanding stock and that restriction ended. twitter is currently down towards session lows, d

that's not what people for fee dom do ft. you fight for what you believe. you don't bow down. >> he slept in his store out of fear it would be burned down. in an emotional video he asked for forgiveness. >> we won't sell the pistol. i will not be part of anyone [ bleep ] over anyone when it comes to guns. i believe my principles correct. unfortunately maybe i was wrong. i don't know. >> after we reported on andy his company facebook page, once the site of vitriol was filled with support. he did the right thing. if i'm in the market for an a.r., i'm coming to you. raymond's critics pointed to a 2002 new jersey law that requires once a smart gun is sold miles an hour in the country, gun sellers in new jersey must within three years take other guns awe off the shelf and sell only smart guns. that law had the unintended consequence of rallying opposition to a single smart gun being sold in america. one of the chief backers, loretta weinberg said she would move to repeal the law on one condition. >> if the nra, the gun owners of america, the people who stood in

back to you, sue. >>> dom, thank you very much. we've had quite a bit of market volatility.do you start putting money to work. mark travis, president of intrepid capital funds, is currently 28% in cash, and the four-star fund that he manages is just about doubling the performance of the s&p year to date. >> mark, welcome to "power lunch." also joining me will be bob pisani. 28% in cash, does that indicate -- to a certainly point that indicates that you're cautious about certain aspects of the market? >> i lost ought i don't. can you hear me? >> apparently not. >> 28% in cash, that's pretty high. >> that's what i was saying. >> i'm here. >> thank you, sue. i'm back. >> okay. good. good. we were just remarking that 28% cash seems high. >> sue, most people look at that and assume it's a topdown decision on our part. it's really not. it's a function of a couple things. one is a balance fund, so you have some fixed income that's been called, and maybe we hadn't gotten out on the re-fis, and stock prices are up. so we've had some liquidations. in all honesty, this fun, the cash is

dom, can a woman be a knight? >> know she has to be a dame.ause it makes her sound like only unloveable spin sister. i was going to call you dame harris. i want to come back superhero thing the value with figures says women are weak. i think it is terrible to put women figures out like this. i think a real female superhero action figure should be one take as pink pill and put real action into action. >> oh, would you. >> dominic, i don't know if there is chair big enough for you. so i am element tall. is that what you say to your little girl -- elemental. >> i think this is fine. these are still extremely fit looking action characters. >> right. >> so very, still glorifying the body. and male characters you see, they have beefed up chests and broad shoulders and -- >> because i know that you were superhero, for what, halloween or what was your -- >> shira i love her. >> haven't heard of shira. >> princess of power. she was the best. they made it very clear. they're not against dolls or against princesses they said, this is the tag line. if you

dom, thanks very much. we grill aussies on why they pretend to be happy all the time. >> not pretending. genuine happiness. you, my friend are a master of diversification. who would have thought three cheese lasagna would go with chocolate cake and ceviche? the same guy who thought that small caps and bond funds would go with a merging markets. it's a masterpiece. thanks. clearly you are type e. you made it phil. welcome home. now what's our strategy with the fondue? diversifying your portfolio? e*trade gives you the tools and resources to get it right. are you type e*? thmortgage didn't start here. it began on her vacation in europe. someone stole her identity and opened some credit cards in her name. checking her experian credit report and score allowed her to better address the issue...and move right in. experian. >>> australians are the happiest people on the earth for the fourth straight year. not just making this up, folks. this is real hard core statistics from the oecd, and they have a lot of inmate

dom just showed some of the biotech players. how do you play this sector, if you deare? >> matt, are there stocks you like at these now lower prices? >> there are. we have said this sector can still outperform the broader markets this year and we resisted the urge to go out and buy the sector. we're focusing on names that have low multiples and near term cataly catalysts. the stocks that fit that type of formula the best is number one in our coverage universe is gilead, a high quality name trading 10 times forward, significant 4 eps growth and we like secelgene here. in the midst of a patent with pharma. this is a low multiple stock here. we're focusing people on low multiple stocks with catalysts and high quality pipeline programs. >> give me one more name on that list. i know you had four or five. in case we find a reason not to go with those two. >> sure. among the higher development stocks we like alexion among the large caps and then the risk off environment we have. there's medivation, has a very high quality job in the market, growing at a significant clip and tra

they were kidnapped from the school dom by islamic extremists.m they were sold into slavery or as wives. a nigerian born local man is working from san jose and wants congressman to spread word through washington, dc, that the united states must get involved. >> we demand an immediate answer. we want an intervention. >> there are 30,000 nigerians in the bay area and members of the nigerian association are planning a profit tomorrow. >> in south korea reports of a subway train plowing into another train in seoul while stopped. 170 felt pain after the accident and 32 were taken to the hospital. no word on the cause of the accident. passengers ignored an announcement telling them to stay in place. the accident comes when south koreans are criticizing the government for lax safety practices which they feel led to the sinking of the ferry that left 300 people dead or missing. >>> people in numerous communities are dealing with flooding as the eastern part of the country dries out from the heavy storms. residents in new jersey are cleaning up after two

dom?erg report saying that insurers will reduce the size of insurance policies that sears suppliers get for guaranteeing that they will get paid by companies like sears, in essence, what they are owned. sears down 5.5% and a weaker tried in the last five minutes. kelly, back over to you. >> pierre: a new ary that go ahead -- a look next at how much prices will have to wore for -- airline passenger satisfaction is enjoying and speaking of flying high. flappy bird, one of the met popular mobile games around until its creator abruptly pulled the game. coming up, he's here to tell us what he did it and when the game may be coming back. keep it right here. you're watching cnbc, first in business worldwide. >>> welcome back. another earnings aher the. dom chu, what did you tell us. >> seaworld, entertainment. light trading, the stock is moving just a bit lower in a jumpy after-hours trade. the company reported a wider loss than expected in the first quarter. sales also coming in a bit shy of ana

back over to you. >> dom, i will tame it.hares of worldwide wrestling trying to recover appear getting body slammed last week. shares down almost 40% in two days alone. the company set up a conference call with analysts today. morgan brennan is live today. the street just hates this stock. >> yeah, the puns are endless right now, sue. the wwe hosted a last-minute call this morning. it was meant to in the story of the ceo clear up programs a degree of misunderstanding. that misunderstanding saw shares fall. stripping mcmanual of his billionaire title as he personally lost some $350 million in net worth. why is the stock getting smacked down? it's the new wwe network, that the company launched last quarter, so news of the o telepho tt service -- early numbers was not as good as the street had hoped. that started the sell-off. flash forward to friday. wwe announced an increase in tv rights views. estimated at about 50%, so decent, but not even close to the triple-digit increase expectation from the street. on the call today, mcm

. >> hey, dom. kelly, bill.s responding to pilgrim's pride $6.4 billion or $45 a share bid by saying it's going to review the offer thoroughly but still believes in its own 4.3 billion offer to buy pinnacle foods so here's where all three are trading. hillshire is up about 22% above that $45 bid price. american express is moving higher on some bullish comments for morgan stanley. revenue growth is accelerating for amex and currently up towards special highs. aeropostale is up on news that it secured a $150 million credit facility. up 16% after a rough week last week, and we're going to end with ibm falling on reports that china will no longer use its servers in the big country, at least for the big banks. big blue you can see they are trading down three-quarters of 1%. kelly, bill, back over to you guys. >> dornlgs thanks very much. >>> meanwhile, tivo reporting net income of $8.1 million of the first quarter of 2014 reversing a 10.3 million loss in the first quarter of last year and that was helped in part by a

hey, dom. >> hey, carl, you, jon, jon talking about best buy.rst quarter profits that beat wall street expectations, this on cost-cutting measures. its sales continue to be weak, missing consensus analysts' views. the company that did not -- did not give specific guidance but expects sales to decline from the next two quarters on because of what it says is a lack of compelling new products. maybe if we had better products we have better stock. off session highs, of about 3%. >> thank you, dom. >>> police forces across the world getting more sophisticated. how drones and google glass are changing the way law enforcement operates. we'll talk about that. >>> first, rick santelli, what are you watching on this thursday? >> we need to watch corporate balance sheets. it has been at least a dozen times this week where i've heard comments that we're in pretty good shape. look at corporate america. look at how clean their balance sheets are. should that really instill confidence in me, that what lies ahead is going to be great economic horsepower? we're

. >>> dom, thank you very much. a volatile session, with, bob, not a ton of movement. the dow off a bit, but the s&p is basically flat, so is nasdaq. >> this has been a difficult day for the trading community. first we had an issue with how to interpret the jobs report. muddled by the low labor force participation rate. we were up, then the market mover, around 11:00, just before that eastern time, president putin calling for a security council meeting on the ukraine. a lot of traders felt this was a cover for potentially to move into the ukraine. that has moved the market down. we had another ripple effect with that, so it's been a tough morning. dollar went down, stock market went down overall. interest rate sensitive stocks, even though the bond mark near its highs, interest rates like utilities, reits, telecoms, also to the down side. below the rain. papa murphy's also disappointing, though it's up now, and sue, aldeyra therapeutics has not opened yet. hopefully this afternoon. >>> sheila is following the business movers on nasdaq. not much price change. >> that's

i want to go, dom, what's going on? you have a market flash for you? >> absolutely. what you are seeing or what you will see in a couple of moments is ira sohn, this is the sohn conference in new york city, getting ready to take the stage is larry robbins. he's going to present his trade ideas, just like so many before him have so far today. we heard mike talk about brazil, jeffrey gundlach about the housing market. and laffont, talking about liberty global is his best trade idea. right now larry robbins is taking the stage. he will present his idea. we are not going to have this live here, but what you want to go is go to cnbc.com. we will carry the entirety of this speech from larry robbins and his trade ideas. so go to cnbc.com to catch this presentation in its entirety. we're, of course, looking for those stocks, those trade ideas. we'll bring you those as they become available. back over to you. >> thank you, dominic. >>> in the meantime, let's get back to our original debate. you have things that could potentially be capping gains in stocks like eye crane and t

>> privacy rights, personal from dom. >> stephen: okayment you go by the alter ego chazz darling, staas van winst, and archbishop ketering. who am i speaking to right now. >> you're speaking to jake request rush. >> stephen: that say great character name. >> that is my real name. >> stephen: jake rush, woke early one morning, he didn't know why there was blood on his shoes. all he knew was there was a dead woman in bed with him. what happens next, what happens next, jake rush. >> hopefully he gets out to vote, gets people motivated to come out. >> stephen: what about the dead woman. >> call the police. >> stephen: you defended your history of role playing. >> yeah. >> stephen: by saying that you have long been a thespian. how has that been for you as a republican to be an open thespian. >> the arts ran important part of our culture. >> stephen: dow believe that thespians should be allowed to get married. >> yes, absolutely. >> stephen: what do you feel about them talking their lifestyle, defining what they do in the privacy of their own lifestyle, as they call it scissoring. i don't nee

>> this video from the youtube channel they're sending dom dwight around the world and we get to seehe entire journey. you will have to get the beans in kenya, best roast, switz switzerland, purest water to finland and holiest milk the farm that the beatles george harrison donated. >> that's even cooler. >> right. >> man. >> do we see what this final cup of coffee looks, because quite frankly i'm dying to see it and i'm going to savor it. >> i know. >> we get to kind of experience it because once he brings all of this back and makes coffee a taste test ensues. >> that's really nice actually. >> not bad. >> isn't it? >> that's what i like about it. >> not bad. >> not bad is the general consensus. after all of that work wouldn't you expect people to have mouth orgasm or something. if it's the ultimate cup of coffee don't you expect better than not bad? >> to be the best. >> people don't know relatively what they're drinking, right. so they're not exactly informed. >> not as informed as all of us are now. >> it doesn't matter how old you get, you should still keep that passion for life.

cnbc will air an hour-long dom tear called "failure to recall -- investigating gm" premiers sunday night 10:00 p.m. eastern time. >>> more violence in turkey today. protesters angry at the government for the mine disaster that killed as many as 300 people fought in istanbul using tear gas and water cannons and fighting in the town of soma where the disaster originally took place. our chief foreign correspondent richard engel found himself in the middle of it all there today. >> reporter: grief turned to anger in soma, anger at the mining company, which admitted today there was no escape chamber in the mine. survivors say there wasn't even an alarm when the fire broke out. most of all, anger at the government for seeming not to care. the government will answer to the people they shouted, instead, the government sent in the riot police. what do you think? >> our government say this is normal situation, but all the people not accept the situation. >> reporter: what do you want? clashes here have begun as the police have started to use water cannons and then tear gas right next to us. this w

dom, beam us up. >> mandy, here is what we've got.king about those unyielding type situations. investors piled into that ten-year treasury this week. that sent rates below 2.5% and down to the lowest levels since october. now, that's a far cry from the 3% where the ten-year yield started this year or the end of last year, and the action definitely impacted some of the stock market. this week's best performing sector was telecom which happens to have a 5% dividend yield on average. that's the highest of any s&p sector out there thanks to companies like wind stream with a 10% yield. reits, real estate investment trusts, also outperformed this week as did mlps, master limited partnership that is do oil and gas pipelines and that kind of thing. but curiously, home builders, which should benefit from lower rates, well, they were actually down on the week. so, again, some of the interstate sensitive trades there are but it doesn't apply across the board i guess is the best way to put it, mandy. >> that's quite a good point. thank you very m

what are you talking about here, dom chu? >> so much cloud reference here overall. when it comes to investing, cloud computing is all the rage, but it gets cloudier generally speaking. investors have been pretty happy with returns from these kinds of stocks. one etf is up 25% over the past year. this is the cloud index etf. the ticker is skyy, s-k-y-y. there are a lot of different kinds of companies that are all operating in some kind of a cloud capacity. you've got the emcs of the world in terms of storage, sales force, citrix, even the big names like amazon and ibm. there's an interesting divergence happening at least in the short term. some of the recent cloud-based ipos have been faltering. look at this one, up 112% since its ipo, but it's down 26% so far year to date. similar story with benefit focus and smaller cloud player rally software. both those are down as well. for you, traders are making money, though, taking that money off the table and maybe deploying it into larger cap tech names like an ibm, like a microsoft, like an hp, all of those are growing th

appreciate it. >>> let's send it over to dom. >> so sue, here's what we've got. systems which is moving lower toward session lows. in an s.e.c. filing, john chambers said he sold more than 2 million shares of his company's stock, down about 0.7 of 1% in today's trade. >> interesting. i wonder why. i wonder if it has something to do with estate planning. >>> there you see it. four months since colorado legalized recreational marijuana. how's business? how big names in tech are getting into the game. >>> plus -- >> the city featured in today's "power house" is the birthplace of academy award-winning actor robert duvall. wd-40 calls it home. and it has been the host of three super bowl championships. can you name that city? hi, are we still on for tomorrow? tomorrow. quick look at the weather. nice day, beautiful tomorrow. tomorrow is full of promise. we can come back tomorrrow. and we promise to keep it that way. driven to preserve the environment, csx moves a ton of freight nearly 450 miles on one gallon of fuel. what a day. can't wait til tomorrow. we are the thi

happen, information provided on the para transit website at wchlt website at wchlt sf para transit dom .com. www. paratransit .com. through the trip info automated phone system to pair a transit kathy n entrance can -- transit can ustomers. call 415-351-7052. the number is 415-351-7052. this past month there has been an increase this calls regarding issues around effective communication for people who are deaf and hard of hearing. we provided a lot of technical assistance to departments and public accommodations about the necessity and legal requirement to provide effective communication in their services and programs. joanna federal -- of our office last month trained the city's ada coordinate or about ada coordinators. 18 coordinators participated in this training. we think information about communication this past couple months have been connected to the awareness from the training our office conducted. joanna will now go into further detail about some of the technical assistance that our office provided. >> good afternoon, councilmembers, cochairs. so at the end of each directors r

tiny morsel of video was released from the set of the new star wars movie today and all of the dork-domorted the vultures on to a car that is that they are just going to end up pitching about for the next ten years. jj abrams released this message

dom?> yeah. >> i'm supposed to go to you on this. >> i was captivated by the times -- i was captivated by the times -- >> help me, dom. >> i was. it's a gorgeous day outside. so let's talk about the homebuilders, back-to-back winning days. it's not the middle of times square, but still important. the big s&p 500 names. lennar, d.r. horton, pulte group, they're among the best-performing stocks in the large-cap index. this is on the heels of stronger-than-expected new home sales for the month of april. the sales up 6.5%, which ended two straight months' worth of declines. the gains add to yesterday's positive days in terms of the home data on existing home sales, which is the -- which is really leading at least some traders to talk about a near-term bottoming process in some of the stocks. an interesting move, especially given the fact that these stocks have not been the strongest of performers over the course of the past few months, scott. back over to you. >> murph, trade the homebuilders.

dom?this is one of funnest -- the most fun i get to have four times a year, what the big names are buying and selling. let's start off with a stock in the headlines for all the wrong reasons, today included, that's general motors. gm's been facing a lot of backlash about their ignition switch issues and now paying $35 million fine related to delays for recalling the vehicles. according to the latest round of investment manager disclosures, the 13-fs, a slew of money managers have trimmed or completely gotten out of their stakes in general motors. george soros and warren buffett have trimmed their stakes in the automaker. meanwhile, leon cooperman, david einhorn have completely divested of that particular name. this is all at the end of last quarter. now, meanwhile, appaloosa's david tepper is actually adding to that gm position. then, there's a name that's really getting at least a lot of whales are getting into this one. we'll put it that way. that's telecom giant verizon. if you look at

dom? >> another discretionary type company, viacom moving higher.pany is increasing the quarterly dividend by 10% to 33 cents a share. you can see viacom class-b shares up about a percent, just off of its session highs, scott. back over to you. >> dom, thanks. anybody own this name? >> i don't. i wish i did because of this. but the dividend boost is going to be good for them. obviously, content owners, scott, we talk about it all the time, are very much in demand right now, and this is them giving a little back to shareholders. >> yeah, i agree. content is still king, queen, and jack, man. it's the place you want to be. it's a well-run company. giving money back to shareholders, i like it. >> and in this environment, that's what people are looking for, right? they want some of the money coming back in. that's part of the problem for some of the small-cap stocks that don't give that kind of return. >>> back to your brother jon, buying an advertising stock. based on unusual options activity. doc, what is it? >> that's right, judge. interpublic group,

dom? >> kenny rogers always puts me in a good mood. the uber wealthy are still spending money.check out what happened with the contemporary art and the amount sold last night in new york city. this is for christie's. close to $745 million worth. that's a record-breaking price tag for a single auction take. that's helping to push the group stock, which trades in london, up by around 7% today. it's up 67% so far this year. of course, there is a u.s.-listed auctionhouse, as well, referring to sotheby's. shares down .75% today, not getting much of a lift from the u.k. counterpart. remember, this stock has lost about a quarter of its value since last november and activist hedge fund manager dan loeb is pushing the company to unlock shareholder value. his firm is sotheby's single biggest investor with a 10% stake. loeb secured board seats for himself and two of his nominees, so bid, bid, the ticker there, for one large hedge fund investor. back over to you in vegas. >> all right, dom, thaech. >>> anthony, loeb has been here in the past. and he has this position -- >> yeah, we miss yo