a little bit late, murph? >> yeah. so coach is a name that we've talked about a lot on the desk and they've just been doing nothing right. but now wall street's finally coming on board and you're getting downgrade after downgrade or price cuts across the board. look for an area to jump in here because i think there's value in coach. you know, we talk kors versus coach. i want to see a day someone downgrades coach, bottoms out, you get that whooshing noise. >> we've got plenty of cuts and plenty of whooshs down and right now the pe is one-third of kors or kate. >> i don't think it's there yet. i think you need a big down day on big volume and then a rally off that news. >> investor leon cooperman reporting a more than 20% stake in shipping company nordic american offshore. this is a recent ipo in june. $370 million or so in market cap. >> maybe $400 million market cap. it's a spinoff of nordic american tankers. interesting fame, great margins, strong revenue, growth going forward. you can see why leon cooper han has so

results clearly say murph won, doc. semgtsing out now. closer at the very end, certainly appeared in the latter stages of the debate. who made the more compelling argument? weiss? >> i think murph did in terms of waiting for a pullback in the stock. a new phone coming out, i think a great phone. still don't like the iphone, but a good ceo. lots of cash. and stemming the losses. however, the q20 coming out in the fall? >> a great phone. >> we have had this discussion, though, a year ago and two years ago also. right? >> the stock, though, periodically, buying on dips. >> right. buying on the dips. i'd wait for it to pull down. >> another vote. harley-davidson announcing its first electric motorcycle unveiled next week. which trader should buy one? jon, mike, or weiss? go to cnbc.com/vote once again. and we're going to get you those results at the end of the show. you can start voting now. >> i vote for jon. you don't have to use a helmet in illinois, where you're from? >> right. just the do rag. >>> and soon as mr. obama appears at that ro

part of it is the clippers news, but a lot more there. >> rangers or kings, murph?devin energy, it is a mike collin favorite. he owns it. that means i need it too. >> kings win. >>> our top story today, welcome, by the way, the auto stocks, huge day for may auto sales. look closely at the stocks in the -- the etf that covers the car industry and what the big surge in sales means for the greater american economy. well, a day after that apple developers conference out in silicon valley, this company is making news again. some in the industry are accusing apple of stealing their ideas. the stock, though, is up.

murph, you're the bull, you're at the post.e your case. >> we talk about buying the market at extended levels, walmart is a quality name, a name that increased its dividend every year for last 41 years but isn't trading at its highest. this is a name you can buy. the market is missing the fact that as the economy recovers, which it is, walmart is going to be one of the chief companies to benefit from that. also, china, walmart is opening 110 stores in china. lastly, e-commerce. walmart scheduled to do close to $14 billion in e-commerce. they have a lot of growth, may be losing some foot traffic in their stores, but a lot of growth in the e-commerce area. that's why walmart is a buy. >> very eight mile, a little taken aback. no, don't buy this stock. it is not a good enough yield to justify the fact that the company can't grow. five straight quarters of declining same store sales, a flat line in lifetime. i think what you want to look at with walmart, they guide lower every single quarter, miss earnings. a perpetual disappointer

let's go to john, pete, and murph, josh, and sarah eisen is on the floor today. let's go towards the march toward 17,000. it is going for the longest winning streak of the year. the s&p hitting another high as well raising the question of whether stocks are set ul for a second half to remember. josh, are they? >> you have -- >> it feels like it. >> if you're looking at technicals at all this year, you're baffled by some of the undercurrents. you talked about the russell when it was down. a lot of people pointed to that for why the market could not hold up. the russell is now 2% away from the highs, and if it takes the highs out and stays there, i'm not sure what else you would want to see there. that's what i'm looking at things right now. i don't think we need to race to 18,000 on the dow or anything like that, but nothing tells me the run is over. >> on the floor of the stock exchange, everyone since janet yellin had that news conference this week, what could hold them back? >> i think the only thing is geopolitical. as long as the fed continues to do what she

only murph told you wrong wrong here to haunt the business saw the whole till you feel dizzy moi i swear sometimes music to my. sim is a more song lover more. spin more tests you're doing no. good if it gets you high sister. maki do a preview did our. sister. got support of the got it avidity on newt when the fuck up. over here alone i was sweet dissever move the most in your phone bill and david the minister already did some good done look up to get it at a particular subject it's all good citizens it may go a bit in the continuous was a move to the dog would you. best that amla. be him that this can't last promise again. i mean nothing but an aunt's didn't see yet indefinite meaning if i couldn't fascination almagest. em up would you done trying times that big newt did. and chucks in the good skin thirty feet you would touche on see vaca this eat your church. is just i'm sixteen and of course tired fitzy huge meat foam that afterwards found under the meat can be put forward in that indeed she had to be abstaining who've on each dog kinda done sheckley one hundred one in a sting meant.

. >> murph, mr. messier, your pick?> they're still giving me the business over the break. >> go ahead. pete, i looked at a name like dr horton, when it was 2303, beat him in that debate. >> not in the correction. >> i would say it's a great entry point. i think dr horton is a great name to own. i wouldn't jumped in. if you're trading them at home, buy them on weakness, when everyone is telling you no one will ever buy a house again. >> all right. no one has more insight than the largest retail brokerage in the world. td ameritrade, and its chief strategist is here to give us the preview of the second half of 2014. >> always a pleasure. >> how are they feeling about the sloe creep up? >> their engagement has been a slow creep up also. we've involved more in the market. i think what is happening, as you said, many of our clients are traders, about you we're see more of an investors' type of market. they're selling the stocks that have done very well in the first half or benefited from yield like coca-cola, at&t, and rolli

in the murph call. it. saw the whole deal sit at the feel dizzy walk sweat some cans music team is see more. loves you more. spin more tests you're doing no. good if you guess your high sister. maki do a preview do are. just you. got support of the got it avidity on that when the fuck up they are. obviously alone i the street dissever move the most in your phone bill and david the minister already did some good done look up to get it at a particular subject it's all good citizenship may go to a meeting of a continuous was a mood when i'm the. best that ama. be hitting that this can't possibly be so good that. i mean nothing but an aunt's didn't see yet indefinite me if i didn't destination on my list. and motherboard you're done trying i'm not that big did an additional email and chucks in you gets killed thirty your touche on civil guns get this nice e.q. change. elma is just i'm sixteen i'll go style and hit a huge mitt phone that after under me can put forward in the theme indeed to cat three of stein wh

only murph talk or your own clothes on here to haunt the edges the song the whole deal that you feel dizzy while sweat some cans made victim of the see more song play lover more. spin on test your. belief you guess your high sister. you got the marquee do appear you did are. good if you get your house you got to sell your hobby out gobs of what a big guy it would be on the end of soak up the. over simone street dissever move the most in your phone bill or evade the minster already did some good via. got to go to the particular subject it's all good citizens it may go a bit in the continuous was a mood with the. money stress that emma but i'm behaving that this came fast. enough but an aunt didn't see an indefinite meaning if i couldn't fascination or modest. motherhood you're done trying to shut that big good. and schmucks in you gets killed thirty if you once if i can skip this nifty q. church.

joe, pete and murph are on the desk, dr. j. dominick on the set. and we begin at the gaming tables.

. >> rangers or kings, murph? >> rangers. >> yeah. good answer. pete? >> devin energy, it is a mike collin favorite. he owns it. that means i need it too. >> kings win. >>> our top story today, welcome, by the way, the auto stocks, huge day for may auto sales. look closely at the stocks in the -- the etf that covers the car industry and what the big surge in sales means for the greater american economy. well, a day after that apple developers conference out in silicon valley, this company is making news again. some in the industry are accusing apple of stealing their ideas. the stock, though, is up. is apple a buy at $635 a share? we'll debate that one. and a new kind of insurance for your time. specifically for time wasted by airlines if your flight is late, if your bags don't make it, you get cold hard cash fast. the man behind this company is here this hour. we'll talk all about it. first, though, to sue at the nyse. >> that's a fantastic story. coming up in a little bit. we are going to start out with auto sales today for the month of may. they were

. >> murph griffin's too many stain says i will not be right back after the message. >> that's pretty >> jessica kline, in my ear, what did you say about soccer? >> she said toss to quincy. >> oh? >> playing soccer? >> yes. >> quick it to quincey? >> go quincy. he's looking -- >> hey, how are you guys doing? everybody has world cup fever. playing -- oh, do this. >>> ♪ 9:45, hole on a second here, now, you can stop tweeting me now about the eddie murphy movie from the early 90s, where they talk about big feet. boomerang, right? >> i love the movie, everybody was -- he had i murphy, halle barre, have i did a fox. >> let's listen to it. >> ♪ (laughing). >> so he spent the night with her, right? now he didn't realize her future were so huge, he got to get out of here. >> yes. she didn't have a petty. she had some corps, some calluses. that's enough. >> i was with this girl last night, man. >> that was this whole thing, want add girl with beautiful feet. when he found the one, ahh, beautiful feet. >> okay, so, i know you what were doing yesterday afternoon, warning the darn soccer game. po

so murph did a great job hooking me up with all the stuff i use. cleats, batting gloves. next thing i know i'm out there getting a pinch hit. >> game one, wimbledon cut short due to rain. venus won or first match since 2011. she won in three sets. fellow american upset by maria. >>> if you were busy giving up on your boat and finally bring it to the shop, here is what you missed this weekend. >> wheat sinks the one on 17. her first major title victory. never plaid right field until this season. -- played right field until this season. the a's would take three out of four from boston red sox despite that beauty. >> looks like he is out of position r. only to reach back at the last second and deflect it over the goal. brilliant move. >>> here is something i guarantee you have never seen. brewers cashed in on a bases loaded opportunity. one run scores on the wild pitch. second run scores on the fastly from the catcher. raises over to pick it up. he thinks the damage is done, right, but segura never stopped running. he beats the race to the plate. that is what they call a bas

john, joe, murph and weiss. also joined by mr.

. >> murph? >> doc? >> sun corps. canadian tar sands play. su. >> that does it for us. of the day. watching crude here. $106 a barrel. "power lunch" picks up the story. >>> "halftime" is over. "power lunch" and the second half of the trading day start now. >> full-scale war apparently has returned to iraq. rebels linked to al qaeda have taken the central part of the country and moving south toward the capital, baghdad. reports say many soldiers from iraq's army have abandoned their posts, dropping their uniforms, fleeing from the onslaught. that is video of their uniforms piled on the ground. >>> the oil market is starting to react. finally it is up almost 3% this week. so how high can oil go and when will i

john, joe, murph and weiss. also joined by mr. oh peel, former chairman of goldman sachs asset management. our top story less than 24 hours until chief mario draghi makes one of the most -- we can take out the music now. ♪ will he cut are interest rates or do more and how will stocks and bonds react? let's take it to the panel. steve weiss, what's going to happen here? >> it's are interesting. the european markets traded off a little bit. not a lot. everybody comes on air and says it is fully priced in. i don't trade the data or announcements. it's a function of how aggressive he gets that will really drive significant upside. no matter what happens, after it happens whether the stock market is down or spikes, you get involved in europe. stay more involved. >> people will make the argument or try to figure out whether any of the craghi expectations are in the market. the s&p is at an all time high for intraday. there is a surprise factor looming as to what really happens, whether he goes above and beyond. whatever it takes is what

murph third, then pete, josh, weiss, fighting it out right in the middle of the pack. >> not how you >> what's the move today? >> move today, sold gilead out of the playbook. i still own it personally. haven't touched my personal position, but having the playbook and having to make up ground, i'm not going to make it up with gilead. maybe another 10% 15%, what i put in, more beta. mehta data solutions. mdso. they are the cloud for r & d, big cap farmer, biotech, research organizations, 19 of the top 25 companies. stock got crushed because they missed consensus. they don't give quarterly guidance. growing top line, bottom line 20%. oracle, 2.2 billion, i think it will do well and regain the old highs. >> you said there's a difference between your personal portfolio and the playbook. do you own this in your personal portfolio? >> absolutely. bought lower but -- gilead, it's going to do fine. it's just not playbook stock anymore. >> because you have -- you alluded to this, too. year to date stock's down 30%. three months, six months year to date, not a pretty picture. >> no. because the

at a time when senators corker and murph jury are trying to talk about instituting some sort of raising a gas taxes for the first time since 1983, which i think would be dead on arrival if that were to happen, but is this another form of gas tax? ultimately this will hit the consumers at the pump. >> is it? >> i believe so. if we compare the price of the pump this year versus last year, we're almost over a dime higher than where we would be. brian is very big into cars and the transportation, but we're not at the point yet where fuel cell automotives, just like -- or electric vehicles, but we still used oil for 98%. we're are we starting to move the most precious form of the light sweet crude overseas? >> john, we were last year we did a whole week on oil, right? i went out to midland and spoke with the ceo of pioneer, one of the two stories reported in the story. i e-mailed them last night. they sent me back this sort of dull, like, well, we're happy, but they didn't really say anything, because they were nervous, i suppose, but the same point like we are early in this. er we making to

. >> murph? >> doc? >> sun corps. canadian tar sands play. su. >> that does it for us. have a great rest of the day. watching crude here. $106 a barrel. "power lunch" picks up the story. >>> "halftime" is over. "power lunch" and the second half of the trading day start now. >> full-scale war apparently has returned to iraq. rebels linked to al qaeda have taken the central part of the country and moving south toward the capital, baghdad. reports say many soldiers from iraq's army have abandoned their posts, dropping their uniforms, fleeing from the onslaught. that is video of their uniforms piled on the ground. >>> the oil market is starting to react. finally it is up almost 3% this week. so how high can oil go and when will it start hitting the stock market? >>> now also today, the semiconductor stocks. this industry has been booming, up 36% over the past year. it is up 6.5 pk% in a month. today we will talk about making money in the market as we go through sectors that may have room to run. >>> the bond side of the story with paul fabio mccully. he has a new look. the

let's meet today's starting lineup, pete, josh, murph and steph who ran seven miles this morning.the dow

i agree with murph on facebook, because it's really the only way to play that kind of social networkingother way, i think that's much more overvalued. >> are you soccer fans? have you been watching? >> you're laughing. >> newborn soccer fan. >> but on twitter they have they pages where you can follow. i think that's a fascinatic way to sort of slice an area that you're interested in, and maybe that's a way to further monetize it. >> and everybody's been talking about been and the earn gaugement process as well. >> you can also track on twitter the islanders out of the playoffs already for next year. >> why is he being so mean to joe? >>> one more trade and then we have to go. >> i want to talk about netflix. >> quick, quick. >> it's about to take out of the march highs. >> the buy on that is a good price. >> how could you fight against it? >> all right. final trades are up next on the half. >>> plus houses a modern monarch is getting into "game of throne." the latest claim to the iron throne is up next. ♪ ♪ [ girl ] my mom, she makes underwater fans that are powered by the moon. ♪ [ bir

. >>> murph if you was found by another family camping at fresh mode toes. six days later. and she was around the family room floor and the family said they couldn't be happier and murphy is just as happy. >> what a great story. >> pretty dog, too. >> very smart. >> she found her way back. >> dramatic rescue in pittsburgh. >> coming up in 20 minutes. they were able to bring three baby kittens to safety and what they are saying about the owner of the home. >> hope solo is arrested. and what she did to one of her family members and the charges she now faces. . >>> he was not hurt in thursday idea night's shooting and three people inside the suv suffered nonthreatening injuries. it happened after the concert at red rocks amphitheater in denver. so far no arrests have been made. >>> this may be causing cases of other std's to rise in san francisco. the san francisco examiner reports there is a 50% decline in new hiv and aids cases in san francisco. they can nearly eliminate the hiv virus and that led to an increase in unprotected sex among gay men. syphilis rate in men has gone