the big question with sears has been, white isn't lampert -- why isn't lampert down? in the company, even the companies he spun off, he still owes majority stakes. david: what is the big new idea? what are the going to do? julie: i think we know the answer to that. days america may be just away from exporting shale gas for the first time. the terminal in louisiana will make its inaugural shipment in days. leave the complex by tanker in january. has revolutionized the u.s. energy industry and lng may have a similar effect around the world. --i think if you look whether you look at new lng products coming on in australia .hat took years to build chevron building one of those big plants. russia increasing supplies. iran has tons of supply. it is a race to supply europe between russia and iran. you have this new supply coming online from the u.s. 20 projects in canada on the docket. maybe only three or four of them get built now. the world is awash in gas as well. erik: what is the high-yield investor's perspective on lng? gershon: the high-yield investor is worried about

. >> herb, i notice you didn't put eddie lampert, the ceo billionaire of sears facing a big cash crunch this year. you didn't put him on the list again. >> i didn't put him on the list. i do want to make one mention here. i mentioned mallencrot, and is he red flagged. i think they have fallen through the cracks. a spotlight has been on valeant. people have missed that he made an acquisitional score that had a drug that went from $1,000 to $33,000. going forward this year, there's going to be a lot of challenges in the drug pace. i think he is going to be one you watch as one that, again, is falling through the cracks. >> good to talk to you, as always. a happy new we're. >> i just want to say, mandy, happy new year to you. i know it's going to be a great year for you. love you. we'll see you. >> love you too. bye-bye. >>> coming up, a few hours left of the portfolio challenge. one lucky trader, no names, will take home this classy and stylish belt. looks like josh might be this year's winner. he will break down the strategy that got him to the top. >> i hope you made that belt in size h

he tells us that he has not spoken to eddie lampert.fett's view, "reets work out better for personal investors." shares of srg are sharply higher. here now up more than 15%. live streaming and sharing with it with krir followers. the app is downloaded more than 10 million times. winners of the apple of the year title were -- the language app dual lingo in 2013. it came on the show several times. and jack dorsey. they're owned by twitter. ask at what point do you monotize. i think that's some ways off. starting to get some scale. you whon does a lot of it? cramer before "mad money". it's seen ridiculous growth. >> a lot of people use it. a lot of people watch it. the problem also, i think, is competition, right? facebook is rolling out this new live video feature. there are others. nothing proprietary, but still, a boost of confidence, i would think. apple also named drake best artist. >> yes. >> by the way, as you look at twitter stock, that's a 7% gain on twitter. that's the 17th best session they've had on a percentage basis, and the

. >> eddie lampert is very much focused on this membership model. >> that is certainly helping costco. >> it has. it doesn't appear yet to be working here. they are losing less money than they had. the idea is to shrink, get into higher margin products, get to a point where you can actually reverse these sales declines. >> has that worked at all? >> it hasn't happened yet. jim, i'll ask you, too early, too early to buy? >> specially when i see pvh reversing down badly. >> it's going to blow them away. >> i shop every single place. i do not shop at kmart. >> sears, how about that? bought a grill there in 2006. i bought tires in 2007. i got a call from the general manager at costco saying he could match those tires, why did i go to sears? never went back. kmart, no. i have to tell you when i first interviewed at goldman sachs, i had a kmart suit and another one swinging in the breeze right behind me. my boss gave me money very quickly to get rid of that attire. >> kmart suit, corduroy. >> i hope you can unearth a picture of that i would like to see it. >> probably somewhere. ge is the f