matt shapiro of mws capital joins us now to talk about the january effect. ng matt. > >good morning angie. > >the january effect happens as people put their bonus money into the stock market. do you suspect that will happen this year? > >always. january seasonally strong. as january goes, so goes the year. we're coming off a blockbuster year so we'll have to see what happens.there's gonna be a lot of money put into the market. people that really missed the boat last year and finally they're gonna have their annual reviews. they're deciding they've got to do something. > >we are already hearing that traders on wall street and wealth managers on wall street will have big bonuses this year. so do you have your stock selected and are you ready for the rally? > >i'm still playing it as i always do. long term and you know just the inertial momentum of the economy is gonna do well. that will have actually a strong regional effect in new york and that area as traders and those big bonuses go to work in that area of the economy. but it's part of a broader thing that i

-- why now could get a good time to get a taste of mcdonald's stock-- chart talk is next with matt shapiro, president of mws capitol joins us right now and matt, good morning to you. > > good morning, angie. > > you have an appetite for mcdonald's but why buy this stock? > > well i've been accumulating it actually in this weakness that we've seen. yesterday they had, of course, disappointing same-store sales comps and investors beat up the stock a little bit dropped a buck but i'm making it one of my largest holdings in the top-10 at mws capital because it's sort of long-term hold you got to buy it when they kind of are having a little bit of a tough time. what the report revealed yesterday was that their u.s. strategy is not working that's exactly what i think but i think there's room for big turnaround. and the global numbers were not horrible-- they weren't off the charts bad... > > they've been ok but they're soft spots here and there, but the people have to bear in mind that this company returns about $5 billion to shareholders so while you wait for a turnaround for them to change u.s

matt shapiro, president of mws capital joins us now to add some spice to our lives. matt. >>good morning angie. >>mccormick spices is one of your holdings in your portfolio. this stock has not exactly soared this year but will it have a breakout moment? >>i'm hoping. it raised its dividend angie. these kind of companies, money managery companies but have a lot of breadth and a real product--- anytime you're in the supermarket and you reach for the shelves---mccormick really controls this and sort of has a very protected---i'm not going to say a monopolybut a very strong business. and remember a couple years ago when warren buffett bought heinz you were like man, why didn't i buy that? well, here's your opportunity to by one of these stocks in a hot category in the food segment. >>i'm glad that you mentioned mr. buffett because some people may be wishing that they would have bought exxon a lot earlier. one of his big picks. >>yeah, who knew that just a couple months ago this stock was scraping down in the 80's? not even advanced much for the year but it's that almost 3

but first...we'll start the day with matt shapiro, president of mws capital. good to have you on the show today. > >thanks angie. > >you are here to talk about the santa claus rally. that is the big rally that tends to happen between christmas and new years. i feel as though this market has just been the gift that keeps on giving all year long. so what do you anticipate this year? > >profits have been booked. it's been a blockbuster year. things are gonna quiet down and it's gonna be tough for anybody to push the market either way but it has been those momentum stocks of course that people are gonna want in their portfolios as they look to 2014. a lot of that is what's behind the santa claus rally. portfolio managers putting in the best stocks into their portfolio towards the end of the year in quiet and relatively thin markets. > >how should the average investor handle that? > >it's a good time to start picking through your portfolio and put together the package that you think is really gonna do well for 2014. my forecast is that we got a good chance that we