the company unveiled a new compensation plan for ceo jeff immelt and those unhappy with the long-term performance of ge stock calling for a change in the executive sweet and announcing a new plan, doesn't look like that's any time soon. >> well, after outperforming the dow last year ge had a disappointing 2014 down 6% and the overall market down 6%. will he reap the compensation three years from now? joining us is brian langenberg and david nelson. so, welcome to you both. david, this comp plan tied to two things, increasing cash flow an increasing the operating margin. so, i mean, especially with regards to the margins, goals immelt has already. are they achievable? will that finally quiet the questions about the leadership? >> even if they are, i think it's pretty tough to defend jeff immelt given the performance of the stock. he's been there almost a decade and a half. now, look, let's start off by saying first no one could have saved ge from the crash of the dotcom bubble after jack welch left. the bubbled stock as much as any and he was dealt a bad hand and here we are a decade a

no sooner did we talk about that, jeff immelt the head of ge owned cnbc at time called a meeting of senior people. mostly anchors. didn't call me, thank god. basically had a talk, a discussion about whether cnbc was being fair to the president. we should point out that ge got a lot of largess, received a lot of largess from the obama administration over the years. now did they tell you during this, did they tell the people during this meeting, go easy on obama? no. there is a chilling effect when your boss calls you in, says, not just your boss, the head of ge, everybody is significant around and you're saying, oh, are we being fair to the president by pointing out that his economic theories make no sense or whatever we were doing? and you know that is the mainstream media. you know people attack fox all the time and we give the other side all the time? >> even if you want to argue the gruber comments are not very important or you want to challenge his economics fine, but cover the story. melissa: yeah. >> head in the sand approach i find inexcusable. >> what do you think of calling people

. >> i love jeff immelt. i think he's a stud. he watches the network. there's no denying the stock has not performed well for five or six years. i think this forces the hand in some way. keep an eye on ge. >> i like that. thank you for being here. >> later. >> more of guy adami at 5:00 p.m. talking to the chairman of cst brands about how low gas prices are affecting the food and beverage industry. don't miss that. kate rogers before we go. >> hey, kelly. check out urban outfitters. lower in the after hours after posting weaker than expected third quarter earnings on revenue that matched expectations and that stock trading down over 4%. back to you. >> all right. and we're waiting for the first of the retailers, not the first but a ton more later this week and starting out on a week note there. but moving on, they're the titans of the hedge fund world with bill ackman, carl icahn and david stepper. none of them are ranked above the best. you would be surprised of who's topping the list ahead. >>> also coming up -- >> the path to peace. your extinction. >