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owens corning, huge, strong.n this year in this country. stuart: owens corning is up 12% today. you would chase it. charles: every day before yesterday you would want to chase green mountain coffee. i would chase it. stuart: netflix. 6 billion over the next three years. that is a lot of money. we have the ebt of screen media ventures. i have to ask you about netflix. we are told they may make full feature movies. compete with disney and warner bros. are they going to do that? >> i believe that they are. the problem with netflix is they do not own any content. stuart: if they do it, when will they release those movies? >> i would assume they would put them right on netflix. theatrical model is changing as we speak. stuart: does that give netflix a huge advantage then? they just stream it right out there. they will not sell a movie to a disney channel and get that extra revenue. stuart: they have a ton of money. they are following the hbo model. they started making their own movies, their own series. they never bec

. >>> owens corning earnings topped estimates and the companied announced its firth quarterly dividend in 14 years, 16 cents a share. the company's ceo said the cold weather actually helped sales. >> it's been a very, very cold winter. generally what we find is when people have severe weather conditions they appreciate really good roofs. they appreciate very well-insulated houses. >> and that sent the stock up almost 9% to 43.20. >>> dow chemical rejected activist investor dan lobe's call for the company to split itself in two. dow said it already examined the possibility of separating its petrochemical operations from its specialty chemical business and decided the move wouldn't be productive. lobe fired back at the company saying its lack of transparency makes it very difficult to figure out how that decision was reached. shares today fell 1% to $46.37. >>> last fall's government shutdown delayed the tax filing season. that is causing intuit to lower its outlook. the tax software company said revenue and earnings expectations will shift to the third quarter instead of the second sinc

shares of owens-corning are rallying this morning.r beating the street helped by a return of profitability for insulation businesses. meantime, we're watching shares of amazon. slipping this morning after ubs downgraded the stock to neutral citing seasonal trends in amazon's latest earnings report. the company announced it will hire 2500 new workers at a fulfillment centers around the country. >>> here we go. this is what's coming up. in this hour of "squawk on the street," the manned who shook up the bond world is today making big calls on bond stocks and a whole lot more. jeff gundlach will be here in an exclusive. >>> plus, some are already calling it ice pocalypse and threatening to bring snow and report levels to virginia and carolinas. we will go live on the ground in georgia to bring you the latest. >>> if you're in the market for a new tablet, how much do you think it will cost you? you you might expect to pay, i don't know, a few hundred bucks. but sprint is now selling a new android tablet for $30. the one and only walt moss

owens corning was doing well. there are some winners today. liz: bells ring on wall street. call the s&p 500 flat. no real direction after such an amazing rally after day yesterday. dow jones industrialization off the low. had been lower by 31 points today at the end of the session. nasdaq up 10 points. this of course, a lot of big names. hewlett-packard, texas instruuents, intels. even ibm looking good. doesn't look -- "after the bell" starts right now. david: again, cisco, whole foods about to announce any minute now. we'll bring it to you as soon as it

owens corning earning 17 cents above estimates.uarterly dividend in 14 years. and then there is dr. pepper, snap he will also beating estimates. it earned 97 cents per share.he estimates. it earned 97 cents per share. says it's benefitting from wider distribution of its products. sorry, we were laughing during the break. >> we were? >> i just need to breathe. >> we were laughing and we were afraid. what could happen with your eyebrows. >> i have to get myself a comb. tensions are rising in chattanooga, tennessee as vo workers have voting whether they want to be represented by a union. >> it's bad weather in chat new gao, but the vote is slowly watched. about 1500 workers at the voks w volkswagen plant will be casting votes. we found a couple to explain why they will be voting to be represented by the uaw. >> we will have an opportunity to voice our concerns and the continuings that we hope to improve the company. and i think that will work better for us and the current system. >> right now as the way i understand it is we don't hav

so a big story there for owens corning. a different plan for well care health plans.orted weaker than expected fourth quarter results as higher medical benefits expenses overshadows their sales growth. and far racy-- and a steeper th expected drop in fourth quarter profits. it also said sales would be flat in 2014. now, finally, you would think names like jpmorgan, bank of america, citigroup, all you can see there moving at least a little bit but still those big banks a focus for a lot of investors as the financials struggle to get back to even for this year. back over to you. >> thank you very much. let's stick with the banks. one of our next guests says the system is far from fixed and that the financial system could go down in flames again sooner than we think. >> with us is anna admani. the author of "the bankers new clothe clothes." and also with us, dick kovacevich. professor, what is your primary concern with the u.s. banking system today which some will say who are involved with it, that they actually think this is the soundest we've had the system in years or

owens corning was doing well. there are some winners today. liz: bells ring on wall street. you can call the s&p 500 flat. no real direction after such an amazing rally after day yesterday. dow jones industrialization off the low. had been lower by 31 points today at the end of the session. nasdaq up 10 points. this of course, a lot of big names. hewlett-packard, texas instruuents, intels. even ibm looking good. doesn't look -- "after the bell" starts right now. david: again, cisco, whole foods about to announce any minute now. we'll bring it to you as soon as it happens. let's break down today's biggest market action. we'll see what is happening in the future with our soothsayers. lance roberts, sda wealth management ceo. he thinks stocks are overvalued by the way. pat dorsey, where have you been, pat dorsey? san bell captiva investment advisors president. he will tell us where he thinks he sees biggest international opportunities. todd horowitz from the cme. he still thinks this market is overdone. how soon, do you think janet yellen's mystique, her magic has worn off or i

you look at owens-corning and they reporting good numbers.rd is at tractive. >> josh? >> i would add if you see the s&p it's within spitting distance of all-time high from the middle of january. but the one sore spot and the stocks that have not recovered in the retail sector. the xrt you will see as still off of that 8% on a year-to-date basis. i think the market is coming to this realization that foot traffic has probably been abysmal for most of january and february. >> it's the battle for trader of the year. halftime's playoff playbooks is a year long competition. let's take a look t the leaderboard. here it is. joe remains in first place followed by murph, dr. j, pete, and then josh. stephanie, simon, and steve weiss up the rear there. >> why isn't simon on the show today? >> i think we hammered him off. >> it's a long year, come on. >> a number of stocks have been in the news this week as well. steph, you have starwood? >> yeah. >> reported earnings. >> so volatile yesterday. it was in the premarket indicated down 4%. ended the day down

they mentioned constraints on the supply chain and we are taking a look at here usg, new high, owens corning, all highs. at the same time, you like the home builders. why? >> we do like a bunch of home builders. in a lot of cases it's company-specific stories. for example, i mentioned pulte group, one of our key calls for the year. very big exposure to the active adult segment, 55, 65 and older. lot of opportunity to take advantage of baby boomers retiring. these are lifestyle oriented communities with a lot of leverage. we also like a name like ryland, a bunch of acquisitions recently, lot of opportunity to grow the business, grow earnings and beaser, in the middle of a company turnaround in terms of its balance sheet. look for value, find some company-specific stories where demographics really play to them but there are opportunities still. >> david, thanks. >>> still ahead, google glass takes to the friendly skies. we will tell you about one airline's big bet on wearable tech. >>> plus, we head back out to sochi, where brian talks the big money and olympic athletes. plus this. >>> that is

significantly and the only part of business they get guidance was construction of 10% then you go to owens-corninge installation business returns to profitability, new construction, pricing power is so important, leverage, roofing business back again, new construction will be huge. these things make me believe construction will be huge this year. one other earnings reports this morning, old school people watch the market and always watch the corrugated box plays. these guys with corrugated boxes and container boards, the numbers were phenomenal, inventories down, guidance strong, record numbers, these things point to an economy with potential to do extraordinarily well and be the underpinning of higher stock market. connell: you see that as one of the simple messages, by these companies or do you take that message and apply to small companies with more growth potential? charles: windier said everything on the agriculture side would be down the first thing i did was find some places but the larger macro picture, for people who are really concerned particularly after the slow start and jobs numbers,

. >> and owens corning did a good number and you would like to think they had the post rebound from sandyi see no flies in the home depot. i like the quarter. i think they did a terrific job and it's constructive and the conference call is an important place to go to, a lot of new business within the stores really well run. not taking at the macy's did worry me. they just worry me. >> not to dwell on it but to sort of wrap it up, you've been very positive on macy's. >> yes. >> and, by the way, it's been of all of the stocks in that area has been a good one. but all of these pressures beyond the weather, mall-based retailers and so much else can he withstand it or is this quarter sort of saying -- >> i think he can in the way that vf corp bounced back and pvh went, again, and reaffirmed it, i think macy's is a buy and not a sell on the weakness if you can get it at $51. the greatest operators is, one-third of the stores were closed, okay, but when terry is conservative and say bad things, i can't say good things. terry says he's disappointed. am i going to call him and say you shouldn't be