thanks so much. >> thank you. >> brian marshall, mike murphy. you like hewlett packrd. >> i do what joe said, completely different story than dell and you are getting the dividends, which i think if you want to make an investment, the dividend is the differencemaker. >> steve -- >> two aspects of this. one is lexmark which i'm short so you've got the printer space. that's obviously a really troubled one. will be interested to see what hp says about that, which used to be such a huge source of their business. and the other is san disk. we're talking about disc drives and the issues of supply chains with hp, too. >> move on to the financials. the worst performing group of the day, citi trading lower as it faces a potential multimillion dollar write-down from its minority investment in smith barney. morgan stanley has the right to start buying citigroup out of the joint venture this spring. stephen weiss, citi is down almost 3% today. >> i'm not a fan of citi. i don't think it's a particularly well-run bank. and if you go back to what i just said a

the group of detroit black pastors, members of his own party, even senator mike murphy said this is ally dumb ad. from your perspective because you consulted on a huge number of ads will it be effective? >> well, i don't think it will be. it was so over the top it was so off message it was so distasteful are and mike murphy knows michigan quite well too. i think what's really interesting about this i went to look at it, and hoax to hoax came up, and i went through that tete is hoekstra hoax. >> that's right, and what you said there is really that pete is the big spender in the senate race and debbie is not. when you peel back the layers of the onion, what you see maybe as a candidate who is going after a sitting senator but was worried about winning his own primary because he's not the true conservative in the race. and there is another man here, clark durant, who raised nearly $1.3 million nipping at his heels. it was so over the top i don't think any viewer could see it with any seriousness, there was no specificity and it's going to back fire on pete hoekstra. >> in fact it was mad

let's bring in mike murphy now. get a trade update. mike, great call, obviously. kudos to you. >> thank you, judge. >> what are you doing today? >> today we're out of the long position on whirlpool. we're actually shorting the stock here. we think with the stock up 20% here close to $65 a share, i think there's too much priced in. from earnings from operations last year at $2, they gave guidance earlier today for close to $7. i think this company is raising the bar too high here. and i think they're due for a pullback. >> i was literally going to ask you because the outlook is better than what the earnings may portend that they would have been, are they too optimistic? >> i think they're way too optimistic. i think this is a short. i'm seeing the stock continue to move like this. i think you can get in here, you can short it. a lot of things. europe is still a wild card out there. on the conference call, they said that they saw a decline of 2% to 5% over in europe. if there's a hiccup over in europe it's going to be a much bigger decline than that. also here in th

. >> let me show you what republican strategist mike murphy tweeted.gop electability ranking, one vacant, one mitt, two vacant, five nixon's ghost. seven, unnamed martian. professor dyson. >> i love his revelations about the republicans. i think he's right there. it's the luck of the draw. who the pulling the short straw and who is pulling the long duty. the republicans are in a seizure about what the future of their party will be. do they want a guy who is nice and well groomed. do they want a fighter like newt gingrich. do they want a middle class appeaser like rick santorum. do they want a bigot in some ways that ron paul has proved to be. they just can't make up their minds. the republican voter can't make up its mind about what it wants. there's a bottle of chaos going off and i think mike murphy is smelling the juice. >> he's got number five as nixon's ghost. where is reagan's ghost? be coming in ahead of mitt. >> i want to play you something that sean pulled out of thin air. listen to this. >> i think they have a foreign policy that has shown a

and the guys i mentioned before, mike murphy and alex castalanos, they're from earlier iterations of romney as a politician. and they're carping from the sidelines and they're saying, hey, we remember a guy who was an engaging guy, yeah, who's a little dry but engaging and he was wholesome and people kind of liked him. and they're sort of saying we don't like what the campaign has done to a guy that we knew. if the whole purpose of the campaign is to destroy everybody and everything around him, then that takes away what we thought, i'm quoting these guys now, what we thought was ultimately was not bad about mitt romney, which is sort of we thought he was fundamentally a pretty decent guy. and in the world of politics, to be a decent guy is kind of an inspirational thing. anyway, that's what they're saying. and i agree with gene, what the current campaign structure has to do is keep winning. if they keep winning, they'll keep the hounds at bay here. but they're ready to pounce at any minute. >> john, can you tell us -- go ahead. i just want to talk about -- we have ten races next week

. >> and mike murphy. >> titan international. twi earnings out tonight after the bell. >> that does it for us. don't forget to catch more fast at 5:00. watch power, which begins right now. >>> and a busy power it will be. three hours to go in the trading day and after breaking through 13,000 yesterday, the markets are looking for a direction at this hour. greece and oil still an overhang, but all the major averages are on track for their best start of the year gain since 1991. how do you make money in this market? we've got $200 billion of advice for you. kayla. >> well, tyler, it will be game on. sony's new hand held on sale today. the question that we're asking, is it that much better than your smartphone? >> i didn't get a lot of research done, but we have nuclear tensions rising in the persian gulf. new threats from iran, sanctions starting to bite. but will sanctions get it done, or is it going to actually take military force? >>> and i'm tyler mathisen with kayla tausche and brian shactman. and "power lunch" begins right no

statistics and there's a whole other category which i think are political ads which are lies because mike murphy charged was pejoratively true. without the context, it's very misleading. dukak dukakis, that furlow program took place when he was senator. was that cogent as an administrating against him? is that really fair? i think they tend en masse to make the whole product category look pretty sordid, which is politics. >> political media consultants will tell you if you give them a couple of beers in them that they tell a lot more lies are told in positive ads than negative ads. i mean you can't -- i'm a family man, i love my country, i love puppies, i love christmas. those are not the demonstrable statements that can be checked and you can find someone torturing santa claus or something, you're not going to be able to disprove that, the facts are presented in these negative ads and occasionally, you know, maybe more often than not, you have people like john kerry and michael dukakis that are confident when it comes to knowing how to respond in an effective way. using, marshaling the -- they

mike murphy, joel d. 7:05 a.m.car & crossover mmrketing manager (ford escape hands-free liftgate))- 3 3 it may get easier to pass through security at airports. no more taking off your shoes and pulling out laptops to be screened, but you have o be willing to share some information abouttyourself first to qualify. the t-s-a is expanding it's pre-check program of registered pre- screened passengers.the pre-check program was successfully tested at seeen airports nattonwide and will now be expanded to 28 more of the nation's busiest airports. what tsa pre-check does is it lets us focus on thoss we know least about, just name birthday and gender througg secure flight or those we know most about who are on ttrrorrst watch lists liststo qualify for the program, passengers must e frequent flyers of paaticipating airlines, offer to share personal information wwth the t-s-a, or be enrolled in other trusted traveler programs. t-s-a says it will still se random and unpredictable security hecks even for pre-check passengers. a

. >> here's another tweet from mike murphy and he says, it's not so much a bailout as a copout. the criminals that broke laws, falsified documents belong in prison. make them produce documents. what's next for you, prosecuting some of these banks on criminal activity? what are you looking at? >> i think that one of the things that my colleague in new york has said for a long time was that -- and keep in mind, this was never going to be a release for any criminal behavior. this was only about relief for loan servicing agreements and getting people loan modifications. it was not a release for criminal behavior. and this task force of which new york is the co-chair with our federal partners, eric schneiderman will held that up with several of us including massachusetts. i'm looking forward to serving on this task force to look at criminal behavior. i've been a criminal prosecutor for a long time. criminal cases are tough but i'm not saying we can't and shouldn't make them. putting people in jail unless we're also keeping people in their homes, doesn't solve the economic problems he

this is the woman that mike murphy, the big dog campaign guy for the gop called her a train wreck in ed. he said she was a stone-cold loser. she has been criticized from virtually everybody in the organized gop, it doesn't stop her, she is shameless, manipulative, in the back of her mind she believes there is a possibility if things shake up at that convention. >> whether or not about rick perry? he added his voice in the conversation of a brokered convention, is he bitter about the whole deal? >> i think a guy like rick perry sees the same thing. they think a shake-up works for them. you heard jeb bush, daniels, a guy like perry thinks there might be something that comes out of this if there is a brokered convention. he's just like sarah palin, he is not a realist, delusional most of the time but sees this as an opportunity and so the more shake up, the better for people like perry and palin. >> talk about buddy roemer could it shave a point or two in the general election? i don't think he would be a real strong third party, but he might peel a few people off, what do you think, the

probably socially more conservative, even though it's an open primary, and romney is at 30%, and mike murphy who advised governor romney, and i will put it on the scene. can mr. fix it fix himself. they look at washington and do not want a skilled repairman, they want a demolition team. and romney now finds himself trapped between two big political trends, the rise of rich fashion class warfare in national politics and a republican elect toreut, welcome to the riot primary. >> well, i think that puts it well. and michigan, he's the army of the potomac and gettysburg. it's the fourth game of the series and he's down 2-1. if he loses michigan, he is likely to use ohio the next week. and that has more delegates. and you look at the exit poll from last time and i am not sure how much it will change, but 30% of the voters in michigan are catholic, and this time it's a big party group out there. two things to watch this week, which are critical for governor romney. what kind of attack will they mount against senator santorum. that's not freddie mac, it doesn't resonate. he is giving a important sp

. >> mike murphy was reminding me. strongest state chapter is in the state of michigan. >> mm-hmm. >> in gun groups. nra. very strong. this is a place for his social issues. >> that's absolutely true. it's a state of many, many parts. i do think you have to try to project forward what's going to happen here in michigan in the fall as a result of the campaign. by the way, you and i have been talking about this. i think it's a comment on the absence of nimbleness on the part of romney, that he couldn't just seize the santorum comments on college education. he said, he's a snob, the president, for encouraging people to go to college. two of the most cherished institutions of michigan tr the university of michigan and michigan state. with good reason. they're world class educational institutions. and my guess is that 99.9% of the residents in michigan would like their child to go to one of those schools. a better issue would have been affirmative action, which is now back in play. and the last time it came out in the unive

other campaigns that surged, do they have the infrastructure to be the national front runner, as mike murphy so eloquently put it learn how to drink out of a fire house and speak chinese. romney not knot waiting to see if santorum self-destruck the, arizona holds the primary two weeks from today. last night, went after santorum, though not by name. >> people go there and get affected by this washington disease which makes them think that government is a source of our greatness that government should guide our lives. congressman paul was a doctor and then went into government. but the other guys have spent their life entirely in government and in my view, it is helpful to have been involved in two business and olympics and a state and to have the chance to run those. >> romney's super spank preparing to hammer his rivals on air. restore our future goes up tomorrow with nearly $1 million buy of broadcast television advertising, they are adding to buys that they have in michigan and ohio, where they have been at air hitting gingrich and go up in five new southern state, super tuesday and you ma

mike murphy is with us, "fast money" contributor and ceo of rose cliff. welcome back. >> thank you, tyler. >> let's take a first look at johnson & johnson. that sort of overstates the move today. it's only down 11 cents but looks like it's falling off a cliff. they're going to have a new ceo. >> yes. so the new ceo is in place, but what i'm looking for in johnson & johnson, it's not a buy or sell, it's a hold right now. the reason is, ty, you're getting a 3.5% dividend. you can hang onto that. i want to see where the growth is coming from. they have a new ceo but not a strategic change. i want to see what are they going to do. is it going to be through acquisitions? how are they going to get growth story back. right now collect the dividend. if it goes lower to the 63 level pierces the 103 average to the downside could go lower. >> buy band-aids in that case. let's look at gap. a stock that's really had a heck of a hard time making headway over the past five years. >> it has. it's up 20% now month-to-date. you've seen gap start to move. they came out with

this is a dumb -- i think mike murphy's word was, it's a dumb ad. >> but i'm concerned that the blameut "gone with the wind." you were asking this question, how do you end up taking a role where you stoke these stereotypes, and some think about hatty mcdaniel in "gone with the wind," and even my feeling about "the help," although it's not shared, on the one hand, the question is, how do you end up playing these roles, because there are very few other roles to play. so the real criticism for me is on the system and undoubtedly on the candidate here, not necessarily on the -- >> fair enough. >> i think we're being way too intellectual about this. this was a political ad, period. and they were taking advantage of the moment to define this campaign, this local state campaign, not a national campaign. >> at what expense, michael steele? >> but, again, you can go look at campaign ads at the local level, if you will, and you'll find something you don't like. it's only when it gets bubbled up and people make noise about it that people express these concerns. >> i don't know. maybe i need to w

joined now by mike murphy, "fast money" contributor and ceo of rose cliff capital. haven't met you before. good to meet you. >> good to meet you as well. >> thanks for coming in. let's start with kellogg's which this week said it's going to pay $2.8 billion to buy pringles. you look like you've never eaten a pringle in your life, is that too much to pay? >> i've had a couple pringles back in the day. it's not too much to pay. diamond foods came in, they were going to be the ones to buy the pringles brand. now kellogg's could come in and gives them entering into a lot of different areas in the marketplace. now they're going to expand their snack food business. >> do i buy kellogg's, sell it if i own it -- >> you buy it here for a number of reasons. look at the chart here -- this is a short-term chart, but back in november they had a mishap. rarely happens with kellogg's. stock was down 10% from the mid-50s down to the $49 range. now, with this pringles acquisition, the stock started to move up. they're paying a 3.3% dividend. they're not overpaying for the company at

you have heard publicly from former romney people like consultant mike murphy also an analyst on theand alex castellanos who has had ties to romney's other past campaigns, and publicly critics of the campaign saying it is a solus campaign without any energy. they say there will be changes and not cataclysmic, because he won the night, but winning ugly this way is not what the friends and supporters of mitt romney wanted. they don't like the way the campaign has been run. >> gene, you are a great writer and pulitzer prize winner, and you have a wonderful way of putting words together, and why can't he find a speechwriter, and where is peggy noonan or landon parvin and where are t y they? are they all employed in journalism now and they can't do the jobs now? is that it? >> well, i can give them gerson's phone number, and he is a colleague of mine and maybe he can write for them. >> a columnist of the "washington post." >> you are right. no magic to the words. this is what we have got, but it is possible to find a speechwriter who hears romney's voice better than romney does, but who h

. >> reporter: republican strategist mike murphy tweeted, pete hoeksment tra's ad really, really dumb. i mean, really. a group of detroit baptist ministers are calling on him to apologize and pull the ad. >> if he would save these types of things and use these types of actions, using asians than we believe the same fear tactics will be presented this regards to african-americans. >> reporter: the ad was produced by fred davis of "strategic perception" the same one that did this one with christine o'donnell "i'm not a witch." davis goes for attention-getting ad ads and he has no attention of backing down. >> i'm not apologizing for the ad. if someone believes that we were insensitive, i'm sorry to them. but i'm no apologizing for this ad at all. i think it clearly drives the message. the problem is american public policy. american do emsic do mems polic. >> reporter: the campaign office referred us to the state democratic office which points to hoekstra js record to increase the debt ceiling and. >> i understand the act of the senate is an american. so, again, it's just hypocrisy after

host: we have another twitter message from mike murphy -- host: you have talked about this a little bitt what is next for you prosecuting some of these banks of criminal activity? what are you looking at? guest: one of the things that my colleague in new york said for a long time -- and keep in mind, this is not to be released for criminal behavior. this task force, of which new york is the co-chair with our federal partners, eric schneiderman will have that up with several of us. look, i have been a criminal prosecutor for a long time. criminal cases can be tough to make. but putting people in jail, unless we are keeping people in their own homes, it does not solve the economic problems here. we will proceed on both tracks to hold people accountable where we can. given what i said earlier, most of the information around potential criminal behavior will be seen by the department of justice. we will work to do what we can. if there is criminal accountability here, so be it. we cannot pursue criminal charges without also understanding the need for the simple kinds of action that are bring

. >> a couple of lines here, one from mike murphy.gh with the businessman stuff already. i mean, we get it. we get that, and by the way, he hasn't said what he'd do. let's see what he's like, let's see that personality, that straight shooter. get stupid, get in touch with whatever actually really animates him. why is he running? >> and you have mark haleprin saying republicans are letting their dark imaginations run wild. >> yes, well, joe, what's going on in your dark imagination? >> a brokered convention. >> a brokered convention is what people are talking about. >> okay. >> and what we're all hoping for, of course. >> thank you very much. the new cover is lil' kim inside the bizarre world of north korea. rick stengel, thanks. we'll be right back. the employee of the month isss... the new spark card from capital one. spark miles gives me the most rewards of any small business credit card. the spark card earns double miles... so we really had to up our game. with spark, the boss earns double miles on every purchase, every day. that's