downtown josh brown. >> it's bullish development.have they tapped their credit line but looking for someone to give them a loan based on their real estate. this should work out really well. >> tell me what you really think. >> it is usually really bullish. >> okay. hca holdings. >> hca preannounced the quarter, admissions were soft on the heels of hma. i tried to trade hca, got out quickly, it didn't work. what it's good for, if usage is down, it is for the managed care stock. they should have a good quarter on the heels of the bad news from the hospitals. >> international pop in international paper of 4%. >> one of the analysts say this is a name where you have a prevailing bull trend. yesterday was your opportunity to get in. this is a name i actually like. >> whirlpool topping 2%. slim shady. >> they are raising their dividend by 25%. and the reason being they are in a strong cash position, positive news for this company. huge housing number this morning, although home builders is selling off on it. whirlpool will definitely be ab

josh brown has it for you., what do you recommend in terms of allocations. >> beginners want to accomplish two things. the first is to get into the game. you do that via index vtf's. own it all. my suggestion would be, set up an automatic purchase so that each month you're buying a little bit. some mays you buy high, some low, but overall you'll win. with a portion of that portfolio, i want you to buy large cap u.s. stocks, buy a handful of names, you know the brands, companies you're interested in and use that as an excuse to every week read the news. every week read the earnings data, familiarize -- >> just get your feet wet. >> right. you should not expect to be vying with dan loeb for the crown your first year or two. what you should expect you'll learn what makes stocks go up and down, how they react to news. so i think the eft/individual approach will make you money and teach you a lot. >> which are your favorites? which do you recommend? >> keep it simple at the opening stages. what you want to focus on

it is a critical week for the markets and trading today's action with josh brown. steven weiss, and simon baker. josh, welcome back. what to do you see? >> there's only one word we need to use today and that is precarious. i think we're headed into april in much the same condition we have been the last three years in a row. we've had a killer first quarter. just about a year's worth of average gains already. no pullback in sight. not even a 3 percenter. quite frankly, the earnings picture is not great. seven-year highs for negative preannouncements right now and estimates have never been higher. high expectations, the companies are telling us something different. unfortunately this is all coinciding with softening in the pace of economic improvement. surprises are not coming to the upside any longer. now they're coming to the downside. i would say this is not where you want to be adding new longs and i think you want to look at your positions and be selective about what you're going to continue to hold into this earning season. >> precarious, steven weiss, is the wo

buy it. >> josh brown? >> i like oxy as a long. >> guy? >> what are you doing on monday? we just chat about it, or? >> i'm tweeting on monday! >> whoa! what? >> first tweet on "fast." >> what is it going to be? ®>7 i don't know. i have the whole weekend to think about it. >> picture of a sandwich. >> going to be in latilatin. >> final trade for guy adami? >> you know, beekers talked about gold, i think it had giddy up in it. gold. >> wow. >> that's what i'm talking about. >> nice call last week. >> yeah, sure. >> very good. all right, thank you for watching. see you not tomorrow, on monday at 5:00 for more "fast." "options action" begins right after this break. ♪ [ male announcer ] the first look is only the beginning. ♪ ♪ this is a stunning work of technology. ♪ this is the 2013 lexus es and the first-ever es hybrid. this is the pursuit of perfection. man: how did i get here? dumb luck? or good decisions? ones i've made. ones we've all made. about marriage. children. money. about tomorrow. here's to good decisions. who matters most to you says the most about you. at mass

josh brown is here. >> do yourself a favor. don't make any trades based on holidays. just a public servant announcement. >> when you weren't here, they had a blank spot. that's the kind hazing you get if you're late. >> financials are going to do well, technology is going to do well. if i could take that to the bank i'll stay on the market. >> he rattled off. >> 40% of the market. >> he rattled ovcon sumer goods, technology. >> what he said is don't be an index player. he may not know that's what he said, but that's what he said. good stocks, active stock management. >> what's the best way, steve, do you think we should look at what draghi, most people think will do in the coming days here? does your read say he's going to do what people say he should have been doing already? >> you know, the draghi pattern in this communication is not tested. we don't really know. from an experienced central bank watcher, i always watch the market take on an attitude and see if a central bank leans against it. from everything i can tell, there's been no leaning against it and central

. >> josh brown. >> you are going to see all sorts of expost facto for gold.something larger that's going on. we don't know what it is. >> i have one more bonus question on gold, on gold. in the break we were talking about how you thought you were going to be selling gold in the morning and buying it back in the afternoon. monday morning what do you do with gold? >> absolutely nothing. 1400 is where i'll start taking a look at it again. we'll have to see what the story is. >> the price to earnings ratio is pretty cheap. >> at nothing. the dividend yield's nice. >> i will admit that gold is the ultimate bubble. >> five away, breaking news here. karen won the street fight on jpmorgan. >> wow. close one. >> thanks a lot. see you monday at five for more "fast." meantime "options action" begins right after this break.

team is going to be abigail doolittle, seaport group, steven white from short hills capital, also josh brown is my team right there. >> a better name for that is the bad guys or the losers. here's the winners, the good guys. reggie middleton, guy adami, and jeff killberg. jeff killberg, by the way, played college football at notre dame. so we will not be defeated. we'll do it tomorrow. herb is going to be here as well. >> completely insane and hopefully not a total disaster. by the way, check out our documentary tonight, 10:00 eastern time on cnbc. >> "closing bell" is next. >>> hi, everybody. we enter the final stretch. welcome to the "closing bell." i'm maria bartiromo at the new york stock exchange. this market higher, following better than expected earnings and economic data, but we're off of the highs. >> we're well off the highs right now, maria. i'm bill griffeth. the dow is up for four out of the past five sessions. the s&p and the nasdaq are on pace for a five-day win streak. all of this, despite the fact that dow components exxonmobil and 3m are in the red today after those disappo

josh brown? >> make your correction list but don't start buying just yet. i don't think we're through it. >> that's a broad market call? all right. all right. no specific stock. i'm quick. that does it for us. >> halftime is over. >> there was a big break in the hunt. new video showing a man dropping a bag near the marathon site. the president is in boston at this hour and so are we. another big explosion rocking america. up to 15 people are dead. hundreds have been injured. we are live on the scene for that story as it still continues to develop. and then we focus on big cap tech. it is getting hit very hard. apple below $400 a share. we have what you need to know if you hold that stock. til tyler is on vacation. we will join simon hobs in just a few moments. first we go to boston. there has been a big break in the hunt for the boston marathon bombers. new video of a man seen dropping a bag at the site of the bombings. the president is in boston at this hour to mourn with the victims of monday's tragedy. we are live with the very latest developments. scott

we are trading the action today with anthony, steven weiss, josh brown and mike murphy. josh, there were many reasons to be cautious last week. >> yeah. >> good p earnings today. are we going to pick up where we left off? >> seems that way. we had diver jenss to kusd on the head and shoulders pattern. we had distribution. these things b have been resolving to the upside. the market is unphased. the new leg in the bull stool is they are saying europe will change its outlook on austerity. here's the truth. you have a 70% beat rate. we are 20% through s&p earning. that's not bad. on top of which there is a 16 multiple. it's not the 12 multiple we were at but it's not where the bull markets end which is more like 17 or 18. if you want to hang your hat on something, the divergence is resolved to up the side, earnings beat rate is healthy and price to action is better than i thought it would be. >> steve, are you agreeing? no guidance, lowering from companies like johnson controls, i will fois tool, ingersoll rand. you have industrials participating. are you a believer or not?

. >> hey, gina, josh brown.believe those sectors are defensive given the fact they have never been more expensive based on almost every met rick, specifically earnings? can we truthlythe call utilities a safe sector given the premium they're trading at above the s&p 500, for example? >> yeah, i think you can. health care is a perfect example. health care actually is still trading at a secular low or near a secular low relative to the index. over time it's traded 1.2 times the s&p 500. it's trading at one times the s&p 500 now. you can't make that argument broadly across the defensive sectors. utilities looks expensive, but as long as the ten-year treasury bond remains range-bound or rally as it has over the last several weeks, utilities look relatively attractive. >> do you see room for capital gains here? or is this just about collecting the dividend? because if earnings aren't going to grow, i doubt we can squeeze much more in terms of multiple, right? >> right. for the utilities sector specifically, it's more

josh brown, who was at the luncheon, says he also talked about qe. it's not stopping anytime soon. melissa, back to you. >> thanks so much. >>> particularly for cmg, i defer to the burrito expert. extra chicken, no beans. but in terms of cmg. >> big shortage. it's going to go up now, but we laugh about this all the time. meanwhile, look at jack-in-the-box today. i think the stock made an all-time high. so while cmg is going south, my fave q doba, but i haven't been in a while because of my waistline. but it works and will continue to work. >> given what we heard out of china and the fears about the evian flu -- as guy likes to call it, named after tequila. >> it's lovely, something you might want to get. >> it finished the day higher, yum brand. >> i think people have started to evaluate where sars and some of these pan demics have been way overdone. they have endured head winds with the oppression from the chinese government. multinationals are being picked on in china and china will have to take their foot off the net. but yum brands, as much as they've pushed asia as their core

another to mention, chipotle, josh brown listening to a conference in new york said, gundlach announced a new idea and it's a good one. pc sales nose-dived 14% in the first four months of the year and that was the biggest decline in two decades. hewlett-packard in the red as well as microsoft, which goldman sachs downgraded to a sell. in other news, par cleys downgraded semis to neutral. they say the growth profile in semis is much slower than many expect. also talking about a much smaller snapback in earnings, which means some semis still look relatively expensive. analysts did like one name, though. the upgrade silicon laboratories to overweight ticker slab, up about 4.5% right now. maria, back to you. >> all right, josh. thank you so much. we are in the final stretch of trading for the day. we've got about 50 minutes before the closing bell sounds for the day. we've got a market that is holding ton gains in uncharted territory again. 14,872. nasdaq and s&p also higher. >> and ron johnson out at jcpenney, but is he headed to another retail job? after the break, we'll talk to former ap

josh, why is governor brown being so defiant on this issue? >> he declared victory after getting the prison population decreased through realignment. spinning what had been state prison inmates to county jails and other facilities to bring the population down fast. now he is between a rock and hard place. he is taking a lot of flack from his political foes for letting people out who subsequently may commit crimes. every time there is one that commits a crime, they are critical of it. he has the courts breathing down his neck. you made good progress, but you are not done yet. you still have a major overcrowding problem and problem with provision of mental and other health services. >> a bit of a lose-lose. you cannot go wrong with crime. it will be bad. i have taken a couple of trips to san quinton. the place where you can touch both sides of the wall with your hands. >> this has been going on since 2009. they lost an earlier ruling in january which was the first round. is this political fight, chuck, is it worth it? >> i think it is. he has it