kohl's a different matter, and macy's somewhere in the middle. >> of course we're talking about stocks and record high. we have the s and dow at record highs. >> the rth has exploded, xrt is very steep. this particular subset, there are only three stocks in the s&p 500 so-called department store index, this has been a laggard, macy's down 10% from january. it's a great bet it catches up, does what kohl's did and catches up. >> i would add one more point. they had a lot of news in the last couple of months. they made an acquisition, reiterated 2014 guidance, said comps were good. it really comes down to guidance. what nordstrom is telling you today is the stock could still advance with the downgrade in the guidance. nordstrom trades about 20 times less expected gross. to me, this one sets up as a good trade next week. >> today when the stock was 63.25, i actually bought, i looked to march and bought the 65, 67.5 call spread. i bought a march calls against it. when you really think about the trade, i have a break-even up at 65.60, a few percent away. i'm selling that call, the previous high that carter talked about. i

. >> the top gainer, one of the top, the s&p this month is kohl's coming into its earnings figures, uptock now what do you make of the detail? >> they had a great call this morning. we're on the phone with kohl's. loyalty program, beauty as well as just focus on national brands and athleticism. it's working for that company. we do have a market perform on the stock. we think the value's fair at this level. houfr we however we acknowledge the business the greatness agenda are taking hold. >> l brands victoria's secret bath and body works, raised estimates multiple times, correct me if i'm wrong. what was a disappointment overnight. >> exciting story. intimate apparel great category to be in also bath and body works the market share they have the global story. a big theme is giving money back to shareholders. >> no kidding. >> special dividends, precash flow. it's a legendary team executing with clean inventories. >> are we in a stage where they start to spend? how worry something is that. >> to be honest a lot of retailers are spending and the big question omni channel and online. but t

three stocks in the s&p 500 so-called department store index, and knithis has bln a laggard. macy's down from the january high. can catches up did what kohl's catches up with the group. >> a lot of news in the last couple months. seen their ceo. reiterated 2014 guidance, said q 4 comps were good. comes down to guidance. nordstrom is telling you, stock could advance with a down grade and expected earnings growth of 11%, nordstrom's trades about 20 times less expected gross. to me, this sets up as a good trade next week. >> what is the trade? >> today the stock 63.25, looked to march, bought 65, 67.5 pay spread. bought one of the march 65 calms for 90 cents. sold a march 67.5 calls at 30 cents against it. the trade, break even up at 65.60 and selling that 67.5 call down about 1 point, 10% from there. sets up a a really good earnings trade and risk reward and only risking 1.5%. >> other side of earnings. >> a decent play. options are cheaper than they usually are. the stock is also cheap. if it rallies it's possible to break through that high that we previously saw. so from my perspective, i don't mind buying that call. 90 cents. the amount of

kohl's, maybe, and macy's somebody in the middle. >> stocks at record highs. >> we know the rth exploded -- xrt is very deep. this particular subset, only three stocks in the s&p 500 so-called department store index. and this has been -- mace sis's down 10% from the record high and it's a good bet it catches up with the group. >> i would add one more point. they had a lot of news. they made an acquisition and reiterated 2014 guidance and said q4 comps were good. it comes down to guidance. what nordstrom is telling you today, the stock could still advance and trades at 13 times expected gross of earnings percent. this one sets up as a good trade. >> today the stock was 63.25, i looked to march and bought the 65, 67.5 call spread. i sold one of the march 63.5 calls at 30 cents against it. when you think about the trade, i have a break even up at 65, 60 and i'm selling 67.5 call. it's been down at one point 10% from there. it sets up as a good earnings trade and only risking 1.5 -- >> i think this is a decent play. the only thing i would point out, options going in are cheaper than they usually are. if it does rally, it's possible to break through the high we p

s&p 500. what i was encouraged about was the consumer. macy's costco kohl'spool, general motors ford last week. so we are seeing -- starting to see the benefits of the lower oil prices and it was interesting, starbucks a couple weeks ago said oil prices have not impacted their business just yet. the lower oil prices that he expected that to come in the coming quarter so we're starting to see that and i think that's going to be a continued theme as we go through this year, so that's a place where i think you can still buy and i still think the financials because the consumer gets stronger they lend more. >> even with rates doing what they have? >> i think the net interest margin is pretty well known. they're closing below tangible book value. i think that's a close. the loan growth will be the highlight going forward. >> here is a company that looks like it's a miss on the consumer side but a story all of its own. keurig green mountain out with quarterly results. sara eisen with the numbers. >> $1.39 billion in revenues. the street was looking for $1.5 billion

kohls. porque cada momento es importante, tu red también lo es. verizon. este día de san valentín, obtén $100 dólares de descuento en una cubierta para batería de cristal swarovski o en el samsung gear so sobrepasar cualquier obstÁculo y el amor ha prevalecido, quiero que escuchen muy bien esta historia de amor como se conocieron. > una de las parejas mÁs sÓlidas del mundo del espectÁculo. >> cÓmo y dónde se conocen? >> el dÍa que yuri tuvo la mala suerte de verme, en el aÑo 95, ocurriÓ un fenómeno de miradas, bien simpÁtico y llamativo, asÍ empezÓ la cosa. >> te llamÓ la atención asÍ. >> siempre me han gustado los hombres con pelo largo, la Última vez que nos encontramos fue el dÍa del show, me levantÉ, prendÍ la tele y estaba en una entrevista. le hablo a mi asistente, que ahora es la nana de los hijos de ricky martin y le dije, vente con una de las fotos de prensa, mira esa foto, dile que lo quiero conocer, muy aventada. resulta que un amigo tuyo le dice, llama. >> en chile son muy bromistas y dije, bueno llamemos, cuando dijo. >> bueno? ella tiene una voz inconfundible, la pasÉ a buscar por el hotel. >> tiene la foto? >> no, se la quedÓ el amigo, ella tenÍa una sala muy bonita, fu

s&p 500 down about 6 points. back in a moment. financial noise financial noise financial noise ♪ >>> welcome back to "squawk box." take a look at some stocks to watch this more than. kohl'squarter. raised it's guidance above the street estimates. and ralph lauren's profits came in below estimates but the dividends increased to 50 cents per here. and sony shares jumped. better than expected sales of playstation video came console. you're laughing about that. >> lose less. stock goes up you lose less. >> jack i want to talk about something that you just mentioned in last break. i don't know everybody caught what you said. you said the fed would be raze to raise rates right now because of where the dollar is. >> well if you want a 3% gdp, your exports would fall off the take even more. the dollar would strengthen. it does nothing at all for the u.s. economy to whack it now, with everybody around the world, easing easing easing. >> i said that they're going to fold like a cheap deck of cards in july. >> you call it folding -- >> folding means they won't raise. >> i know. because they should eventually. we've got to get ammo -- >> not right now, though. >> i know. and they wo