jack otter: you didn't take the bait. give us an impression of davos. don't salt the roads, don't wear dress shoes, you've got to work lobby boots and you are at risk of falling constantly. i was worried about having a cool enough coat. no one looks at anyone else. jack otter: steve schwartzman wore boots. let's go to actionable ideas. an interesting company to take a look at. ben: the foodmaker had a rough month, down 10%. a couple things going on, head winds and pet foods and consumer staples, had a great 2,022 when the rest of the market was falling apart. now that everybody wants to get into this low-quality stuff, coin base up 85%, nobody wants to get into general mills, they are selling and buying junk so i look at that and say this is a good buying opportunity. it looks like a good place, you bss you get 12 or 13%. of the market turns at some point you will be glad -- jack hough: cinnamon toast crunch, those are american heroes. jack otter: it is playing on this. carleton: one thing is salt, next time you go there, sprinkle some. people are worri

jack otter: looking at the tea leaves, what are you seeing in the market in 2023 that might give you indication what is to come? jack hough: are you able to see where the stocks are going up or down? i tell you what, stocks are a better deal and bonds, if you're putting money to work for the long-term. you can be pretty confident. i don't know what happens when you are trading for the rest of the year. stocks mean big moves, tesla got clobbered at the beginning of the week, warner bros. discovery had a monster gain. i mentioned this, this had a terrible year last year, when you look at the free cash flow, this is a company that can generate its own stock market value in free cash flow cumulatively so people -- andrew: it is a tough thing. jack otter: be of a drug analyst downgraded pfizer saying out it was a big covid come down reducing revenue by $32 billion based on lower sales from the pfizer vaccine. the upgraded merck on a burger outlook. raymond james engineered this. raymond james predicting a 3 p for energy stocks, monster year last year, big year before this. they say the pr

jack otter: you made a lot of great calls. give us one. ck hough: another highflying growth stock where i did get close to the bottom, with reported earnings, it turned a surprise profit that had the stock move up 50% or so and the company looks like it is still doing well in the online business. selling stuff to people who have pets. jack otter: what is the investment listings? one is a falling knife and the other is a bargain. jack hough: you have to go to the fundamentals. if it doesn't have earnings there will be a problem and if it has earnings those earnings have to be growing, not shrinking. jack otter: you have a new button, when would you push it? carleton: when i called for bed, bath, and beyond. this is a retailer that has been under pressure for some time. we have a new management team, just as we were getting some momentum on that plan, the pandemic hit. the company was given a path but it is more clear the problems aren't just pandemic related, and maybe it can't be the turnaround story everyone wants. jack otter: earlier this

jack otter: don't take this badly. so jack badly okay? the way it started, go ahead. >> have never really seen you as a member of the card carrying global elites. yet there you were and from what i hear you-- racked up. >> first of all those are business beers there is no truth to that. let's talk about him i did go let's talk about dmx which actually missed earnings estimates this past week. practiced by your health?. rex got into a better number than expected. stock wa s up 10%. management callend ed out traved entertainment up 38% from year ago. that is a restaurants comments lodging comments airlines it's the cucumber mask when you calli aroma therapy,t pedicures to get at the ritz. >> broadway shows for me. fifteen or 17% revenue growth this year end healthy earnings growth and the company it raise a dividend payment by 15% per that's a basically aromatherapy for income investors. >> point to the service economy which is still booming. you did not take debate give us one impression of davos here. >> impression is my feet spread to lo

jack otter: you have a different pick for us. carleton: if you are filling up on malt beverages you might slip into some work out gear. i like lululemon. a tough time for retailers but they have brand loyalty and trading a little cheaper compared to historic averages. if you are buying those things at the convenience store. jack otter: the pockets. carleton: that is not what they are for. jack otter: we will purchase that. thank you, good ideas. to read more, check out this week's addition of barron.com. follow us on twitter, barron online. that is all for us, see you next week on "barron's ♪ >> from the fox studios in new york city this is "maria bartiromo's wall street". >> welcome to the program that analyzes the week that was in position you for the week ahead, i am jackie deangelis and for maria bartiromo, a messy house with contentious and continuous votes for house speaker this week, how will all of this affect the republican agenda going forward i am asking senator bill hagerty how his side of the chamber is dealing with

jack otter: welcome to "barron's roundtable" and where we get behind the headlines and prepare you for the week ahead. best-selling author and nyu professor scott galloway on why the tech industry may never be range in, what layoffs tell us about the economy. a veteran of barron's roundtable of investing experts on what is in store for the market in 2023. abby joseph cohen will be here. we begin with three think investors ought to be thinking about. stocks marched higher as investors grew optimistic about a soft landing for the economy. a rally may the rally may not last. major lenders can tell us about the health of the economy. having a happy new year so far? electric after 150 lightning named truck of the year. on "barron's roundtable" and, ben levisohn, carleton english and al root. they think they can rain and inflation without tanking the economy. ben: they are saying we can get a soft landing. it would mean recession is avoided, earnings keep going up to the economy is okay as why not? after a miserable 2,022 that is the kind of prediction we are making. jack otter: you don't bu

jack otter: good advice, thanks as always. to read more check out this week's addition of barron.com and follow us on twitter, year, thank you for watching, please come back next year which i guess is monday, sunday? >> from the fox studio in new york city, this is "maria bartiromo's wall street". >> welcome to the program that analyzes the week that was an helps position you for the week ahead. i'm cheryl casone a and for maria bartiromo, back on track southwest to resume thos schedue this week and after a week of cancellations left thousands of passengers stranded throughout the country. fears calls for the airline and transportation secretary pete buttigieg to be held accountable congresswoman nancy mason on what needs to happen now. the worst year for market since the financial crisis of 2018. i'm asking investment strategist how to position your portfolio going into 2023 in a real estate reckoning what you need to know before you buy or sell a home in the year to come. but first southwest trying to resume a full flight sc

jack otter: it is playing on this. carleton: one thing is salt, next time you go there, sprinkle some. people are worried about companies like lowes because of the housing slowdown but people are repairing their homes especially if you look at the low interest rate. the company is narrowing its gap. jack otter: thanks so much. to read more check out barron.com, follow us on twitter,@barron online. see you next week on "barron's roundtable". >> from the fox studios in new york city, this is maria bartiromo's "wall street." maria: and happy weekend to all. welcome to the program that analyzes the week that was and helps position you for the week ahead. i'm maria bartiromo. restoring america's energy security, republicans are fighting to stop the administration from releasing any more oil from our already depleted strategic reserves to sell to places like china. texas congressman dan crenshaw on the new vote in congress and the president's latest attack on the gop over spending cuts. plus, president biden is taking a vict

jack otter: thanks so much. to read more check out barron.com, follow us on twitter,@barron online. see you next week on "barron's roundtable". >> from the fox studios in new york city, this is maria bartiromo's "wall street." maria: and happy weekend to all. welcome to the program that analyzes the week that was and helps position you for the week ahead. i'm maria bartiromo. restoring america's energy security, republicans are fighting to stop the administration from releasing any more oil from our already depleted strategic reserves to sell to places like china. texas congressman dan crenshaw on the new vote in congress and the president's latest attack on the gop over spending cuts. plus, president biden is taking a victory lap on the economy as we saw fourth quarter economic growth slow and more companies announce layoffs. mark tepper weighs in. plus this: ♪ stick your progress where the sun don't shine ♪ maria: country music star and fox nation host john rich will be here to tell us about a brand new venture he's banking on. >>> but first, republicans are voting on a bill to re