it's the exact same setup for ingersoll. a strong asset, but consolidates and rests, ie gets cheaper. the value is outed, we think this is going to go to 75. >> so blackstone and ingersoll. carter, you know we love you, but on january 5th, you said there was one stock that was definitely going to break out this year. take a listen. >> home builders. >> here's the thing. down today half as much of the market, over the past month, the market down 3%. home builders up 3%. relative strength matters. and then the pattern. a well-defined double bottom. you also can draw it this way. but either way, we think this is a big outperformer. absolute and relative in 2015. >> it's down 2% since it started the year. >> in line with the market. what we do like about it is how certain component parts -- for instance, you've got things like lenar unchanged. things like toll up on the year. dr horton. basically the marquee names are acting quite a bit better than the market. we stick with the idea. >> i've gotten beat up. it's definitely not f

today, disney, estee lauder, home depot, low's, starbucks, sherwin williams, hasbro, not counting an ingersolld, things that are ostensibly leveraged in europe. are we reading that wrong? >> i don't know that you're reading it wrong. that stuff makes some kind of sense. the industrials have not been a leadership group. it's a dollar issue more than anything else. yeah, it's been what we've expected coming in terms of u.s. consumer tail winds despite mixed data but we used up a lot of energy to get here and not as if there's a lot going beyond. nasdaq 5,000 we will hear a lot about. >> we will hear a lot about how healthy is the u.s. consumer or isn't it? we're seeing a rotation in the way people spend today and as we move through the retail part of the earnings season and we get big misses we're going to be reminded it's not on breakfast cereal and campbell soup. >> "usa today" poll people all the gas savings what did you do with it? nearly half said it made no impact, 30% say saving more, less than 20% say spending more. >> it's been a very rapid drop in gas prices. people don't extrapolate t

next global industrial giant ingersoll-rand which had sales per share growth of 118%.ur, biotech company avago technologies with sales per share growth of 100% over past year. keep these things in mind. liz: if you have children or about to have kids you need to listen up. five 29 plans are not the only way to sieve for college. your family may profit by combining a few alternative plans out there. we're here to bring somebody to you who will remind you of the best ways to save. that's straight ahead. david: you also heard this right here far in advance of the announcement. one luxury automaker developing its first of ever suv. expected to be one of the world's most expensive vehicles, certainly the most expensive suv. which car company is it? we have details straight ahead. liz: ford touts its new f-150 toughness in face of this winter's record snowfall. we're live from dearborn, michigan, to see if that is the truth. david: you don't want to miss this. tonight on "strange inheritance," two forgotten tv actors inherit a fortune from a farmer they never met. the full s

. >> the bulls will want to point out that the industrials have taken the ingersoll rands of the worldu're.europe. >> that's because europe is very good. i still wonder if europe is sustainable. that's an easy think to wonder. >> look qe. you look at the makeup of the index. look at larry robertson with mcdonald's. >> i wouldn't read too much into that. it's a very small position. he mentioned in a closed-door meeting. of course, there's no such thing, everything is on the record. with ackman saying you liked this thing eight years ago, now i own it. >> look the real estate it could be value-creating for mcdonald's involving its own real estate i wouldn't read too much into that. >> goldman sachs these companies are doing incredibly well overseas. it's a big sea change. and some of the companies i'll tell you if the dollar really has peak their numbers can come back up. this is an amazing time for that particular index, 3m once again, being done without ibm and american express. >> especially if -- >> i'm horrified by that deal. how did they gel on it? >> front page of the "journal." >