nordstrom shopper, no. kohl's a different matter, and macy's somewhere in the middle. >> of course we're talking about stocks and record high. we have the s and dow at record highs. >> the rth has exploded, xrt is very steep. this particular subset, there are only three stocks in the s&p 500 so-called department store index, this has been a laggard, macy's down 10% from january. it's a great bet it catches up, does what kohl's did and catches up. >> i would add one more point. they had a lot of news in the last couple of months. they made an acquisition, reiterated 2014 guidance, said comps were good. it really comes down to guidance. what nordstrom is telling you today is the stock could still advance with the downgrade in the guidance. nordstrom trades about 20 times less expected gross. to me, this one sets up as a good trade next week. >> today when the stock was 63.25, i actually bought, i looked to march and bought the 65, 67.5 call spread. i bought a march calls against it. when you really think about the trade, i have a break-even up at 65.60, a few percent away. i'm selling that call, the previous high that carter talked about. i

we're getting ready for the numbers from nordstrom as we go out. 50 point decline. s 2100. nasdaq march to 5,000 continues. now about 76 points away. stay tuned. hour number two of the "closing bell" coming your way with kelly evans. i'll see you tomorrow, kel. have a good one. >>> thank you, bill. welcome to "closing bell" everybody. i'm kelly evans. here's how we're finishing up the day on wall street. we started with a decidedly negative tone. the nasdaq is beguning forehead lines. up 18 points. only one in the green today. it is just 75 points away now from closing above 5,000. the s&p and dow couldn't do it. the s&p giving up a couple of points for its part 2097. the dow down 44 today. some weakness in walmart in particular though. we'll talk about that in just a second. closing at 17985 and change. our panel, get to it david servos here from jeffries. michelle caruso-cabrera and eric welcome to you all. "fast money" trader john and jerry joining us for this block as well to kick things off. john, with you actually let me just begin. we have walmart this morning.