then we will be talking to the ceos of masco and mohawk. then andrew will be grilling with frank webber. >> has anyone spoken to him yet? >> who frank blake? >> no, andrew. is he on a roof, on a mattress? is he in a refrigerator lost where he -- >> no. maybe we should send someone to take some photos. >> this is vegas and this is andrew. has anyone heard from him at all? >> what is it, it's had o'clock on in the morning there right now, right? >> yeah. >> there he is. there he is. >> okay. yeah, you had that ready? am i that predictable? that is the guy he interviewed yesterday with the baby, right? >> that's andrew's face. >> that's andrew's face and gal gallaphanakas's -- too bad it's not "hangover 2." andrew was -- >> they have it. >> yes, you are that predictable. >> i'm not going to try anything. who did that? >> rob? who was it? >> that's really bad. >> he did it. who came up with all that? who knew he was going to go there? >> that really was not -- that is -- no, but in reality, andrew is -- he's a very good employee. he just is. an

then we will be talking to the ceos of masco and mohawk.l be grilling with frank webber. >> has anyone spoken to him yet? >> who frank blake? >> no, andrew. is he on a roof, on a mattress? is he in a refrigerator lost where he -- >> no. maybe we should send someone to take some photos. >> this is vegas and this is andrew. has anyone heard from him at all? >> what is it, it's had o'clock on in the morning there right now, right? >> yeah. >> there he is. there he is. >> okay. yeah, you had that ready? i

company that feeds into homes, countertops and the like, and your picks of late, fortune brands and mascoave yet to really get going this year. what's your outlook for where you think the best place to make money is? does it stay here or do you rotate into other parts of the business? >> i don't know where you make money right now. i think all the stocks are going sideways. you've seen building products and housing stocks, they're all sideways. the new two months will drive some of these building products companies go. we've seen backlogs climbing. you mentioned our countertop business, the backlogs are climbing. w but we have to see that actualized. >> bob wheatonhall is with us as well. what's your take on these stocks? lennar and kb have a smile on your face this week, i bet? >> actually, we're very big believers in the spring selling season. we'll point out a couple of things, very strong demand in the west coast, california, good, with sustained demand in texas, huge rebound in the florida market. we would be buyers today on lennar, below 40. great entry point. pulte is another name

companies like fortune brands, masco, mohawk that are well positioned to benefit from the overlap of these powerful trends. >> thank you very much. i love the z-1. >> nerd alert and nerd alert bonus today. >>> we have all these amazing data points, strong flows of the stocks, home buying strong and maybe no bubble. good stats. but it all leads to the big question. what the heck do we do with all this information? mark, a lot of very positive things we just pointed out. but i'm thinking what do we do. >> a couple points to professor siegel. i love the old saying you either give them a time or price but not both and he did that quite adroitly. i think that last year was almost a record in terms of new issuance as far as equity. new issues i believe were like 235, the prior peak was '07. a lot of that money's in california where these homes are being purchased for cash, number one. then number two, the fed's the biggest buyer in the mortgage market, suppressing rates. which you know, have come up somewhat but not a lot. i would also argue that the federal government cannot afford a 4% t

ceo frank lake is the "squawk" headliner, plus, the ceos of home depot's major suppliers, masco, mohawk and weber. if that's not enough, superstar celine deon. take a gamble on "squawk box" and hit the jackpot, starting 6:00 a.m. eastern time. what if the plane gets delayed? what if i can't hide my symptoms? what if? but what if the most important question is the one you're not asking? what if the underlying cause of your symptoms is damaging inflammation? for help getting the answers you need, talk to your doctor and visit crohnsandcolitisinfo.com to get your complimentary q&a book, with information from experts on your condition. [ male announcer ] how could a luminous protein in jellyfish, impact life expectancy in the u.s., real estate in hong kong, and the optics industry in germany? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to r

be careful, housing masco got killed yesterday.ell, lennar had a good quarter, it got killed. and the companies that are doing well right now are the least seasoned companies in the marketplace and also the cheapest tech companies. classic, oracle, disappointed, right? that's a low multiple stock. how's it doing? it's going higher. intel going higher. microsoft going higher. these are incredible. in the meantime, people are worried about gilead. which is doing quite well. >> have a great show tonight. >> tiffany's up. that's important. don't sell nike at $75. don't. >> all right. >>> coming up pulitzer-prize winning columnist james stewart it's a cnbc exclusive. jim's dinner mate. >> yes. >> of one night ago. >> last night. >> keep it here. (announcer) scottrade knows our clients trade and invest their own way. with scottrade's smart text, i can quickly understand my charts, and spend more time trading. their quick trade bar lets my account follow me online so i can react in real-time. plus, my local scottrade office is there to he

you had the masco ceo on and credit suisse downgrades toll, pulte and you need housing to stay strongthe next leg. you have to. >> others, the big bulls on real estate say there will be a squeeze on supply when the warmer weather comes, right? that's not exactly what they are saying. >> no. i was talking to david, there's a lot of leap of faith stories. good weather. mortgages come. we get a lot of buying for your house. frank blake believes we're still in this stage where people want to invest in their home because their home is going up in value but not all over the country. the crosscurrents, i think home depot is terrific and my charitable trust owns it but the stock trading dunn befoe ining market opens. >> want to get your take on candy crush. $7.6 billion valuation for a game. >> well, if they can plug it into a hydrogen cell, i'm all on. >> i haven't had a chance to read the s-1. indicative, though, sterling of the willingness of investors to pay for growth in any way, shape or fun. >> omg pop. zynga did come back. they got new management. i am concerned and i was with a group