piper jaffray has a $16 target up from 13. applied materials, $9 up from $8 for susquehanna. news there. we also had several names such as citigroup, raymond james, piper jaffray being positive and reiterating their expectations and positivety on cisco systems over the last 24 hours. both of these names are certainly ones to watch. cisco up .1 of 1% and a dow component we should note. back to you. tracy: nicole, thank you. we will see you in 15 minutes. she will be on her blackberry. ashley: keep it here on fox business for all the "after the bell" results. i will join liz claman later on in the 4:00 p.m. eastern hour. results are coming in. tracy: lots of them. >>> coming up how can you maximize your returns in this ever changing market? glen meade director of investment strategy jason pride shares his picks next. ashley: first as we go to break look how the dollar is moving against other currencies. we'll be right back. she knows you like no one else. and you wouldn't have it any other way. but your erectildysfunction - you know, that could be a question of blood flow. cial

piper jaffray downgrading dreamworks animation after the film maker says it will delay release of onee films, nicole, how are the shares reacting to this. >> we're seeing the shares to the down side here, to the upside now, okay. up 1% for dreamworks, as we noted they don't want to be too ambitious, they don't want to release three films in 2013, so, they're going to be pushing some back and they're laying off some of the workers, they had weaker than expected performance on rise of the guardians, i saw and i love rise of the guardians and that's just me. this is what we're seeing here and down grades from piper jaffray. >> i didn't even hear of rise of the guardians, shows how out of it i am. thanks, nicole. well, american airlines and u.s. airways are closer to a deal that would create the world's biggest airline, so, nicole, what's u.s. airways doing as a result of this? >> well, for the most part we're seeing the trance parsports and mergers and acquisitions happening. and it's obviously a big move here. >> quickly, charlie. >> one comment and a lot of reporting about the merger,

verizon got an upgrade by piper jaffray, going to outperform from neutral. 2 percentage points. microsoft is up 1 3/4%. what is fuelling the gains? a whole bunch of things folks. by the way the small cap russell 2,000 at a new high as well. part of it tactical. fund managers as we know have to take some of the cash that has come in and they have to put it to work specifically in the market depending on their mandate. that typically happens in the first few days of a brand new month which is what we have. but also helping the bull case, some economic data, manufacturing activity picking up last month. the ism manufacturing index rose to 53.1 in january. up from 50 in december. remember, any reading above 50 equals expansion. that's always a good thing. consumers started also feeling better about a few things. we got the confidence rising last month in the form of university of michigan sentiment index. that came in at 73.8. economists were looking for a drop, so not only was it an upside surprise, they expected a drop there, didn't get it, not bad. and then g

analysts and piper jaffray not happy with dream works. cutting to neutral.ice target down to 18 bucks. warning they say is dream works. release of movies. that means dream works will have just two film releases in 2013. analyst say this is the second time dream works has backed away from that more ambitious three films per year. dream works dropping hard in today's session. sue, back to you. >> josh, thank you. >>> if you have an idea and would you like big money to put behind? ? don't move. see how it all comes together in the power pitch. that's next. but we can still help you see your big picture. with the fidelity guided portfolio summary, you choose which accounts to track and use fidelity's analytics to spot trends, gain insights, and figure out what you want to do next. all in one place. i'm meredith stoddard and i helped create the fidelity guided portfolio summary. it's one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. [ male announcer ] when we built the cadillac ats from the groun

you had an upgrade from piper jaffray, raising that one to a buy today.here was concerns yesterday when gamestop and take-two interactive both pulled back. there were concerns about grand theft auto 5 being delayed. the analysts are coming out saying that is not a big deal that this particular game is being pushed back to september. with that we see dime stop jumping over the last six months up 41%. it certainly has been a stellar performer. i know about your kids, when are we going to gamestop? when are we going to gamestop? liz: every five seconds. then he wants to trade in the one he bought a week ago. david: thanks, nicole. have a good weekend. enjoy the super bowl. real estate market gears up for spring, homebuyers could have tougher time securing a mortgage. liz: that could mean the fha might have to take on a bigger load, one they might not be able to afford. rich edson in d.c. with the latest on this, rich? >> federal housing administration already guaranties more than a trillion dollars worth of mortgages t accounts for a quarter of all new loans

upgrade at piper jaffray to overweight and lastly, guys, all eyes on google.nues to buck the downward trend that we see in equity. stock up .4 percent. back to you. >> thank you very much, seem why. one of the fascinating things is that we have a yield of 1.96 on the ten-year. bonds are rallying as we talk about the possibility of the fed not buying any more. what is going on, rick? >> i've been talking with traders all day about the irony there. but of course, it is because the stocks seem to still be the lead note in terms of the harmony that bond market's trading to. but we don't know how long it'll last. sheer what simon is talking about. we are at 196. 201, down five basis points. open it up for a month to date chart. should we close with 196 handle where we are trading now. basically two-week low closing yield. let's switch gears to foreign exchange. the dollar index, just like superman, up, up and away. today it isn't the yen. the yen is actually doing better. today it is about the euro. now as you look at the dollar index, realize we're at the best lev

shares the daily deal site of 3% upgrade from piper jaffray.ing in the analyst making the call. gene munster who you know very well from apple. gene, surprised to see this call. groupon has more than doubled since november. we know their problems, the chris. why do you upgrade now. >> we think biggest pain coin for the stock is international. sluggish and up 60% in the u.s. we believe the international piece will show improvements that will allow them to guide slightly higher than where the street's at for the march quarter. so we've done some fundamental work in two of their countries. uk being the biggest one and we think we will see this turn point. if that happens, stock will likely fwo go higher despite the fact it doubled. >> what can go wrong. >> if we are right about the lift or improvement international, the product they are selling, groupon goods, tend to lower margin. the one risk is we think this is positive for revenue but that drives the stock higher. one of the concerns we have is goods number means for the overall gross margin.

piper jaffray cut them today. virtually everybody cut them today. death of a thousand cuts. down 15%. it has erased all of the quarterly gains that it had. all of them vaporized today on the drop. heavy turnover. they're talking about the profitability and how long they can be at this level, without enough endorsement from the government. it had a nice surge into the election. the president's re-election, got a nice pop into that. and that is about the 23 level, that's the level i look to get back in. >> wiese, i would like to get back to the overall market. look at the dow right here, it is plus 125. 14,025. now extended the gain here. the highs of the day, call it follow through on bernanke yesterday, but certainly backed up by good economic data today, pending home sales, durable goods were strong as well. look at the s&p 500. it is a 1512. now we have to be, again, talking about the possibility, steven that we could hit that all time closing high for the dow. >> and it looks promising. here is what happens. the mark was up 8% and everybody i talked to said, hey, there is

gene munston is an analyst at piper jaffray. gene, i don't know how you do it.ck. >> you say there'll be two key takeaways. a, greater confidence of a slight dividend hike and continue to expect a cheaper iphone product probably the end of the september quarter. what did you think of today's comments? >> the comment about serious about cash distribution amps up that they will raise the distributions after the march quarter. not that they didn't have a dividend but a positive in a store that hasn't had a lot of positives, around the corner. we continue to believe they're coming out with a cheaper phone and think that cooks' comments support that and the reason that is so important we expect accelerated revenue growth 14% this year to 24% next year and you need a big product to do that. reading the tea leaves today i know the stock isn't reacting on this but ultimately think this is positive for the stock. >> that cheaper phone, if it is to come is in tend to what audience? emerging market play or meant to go with the china mobile deal? >> exactly. we heard eviden

let's bring in mike olson, senior research analyst and managing director at piper jaffray.ing. >> the issue here, nobody doubts priceline is a well-run company that is expanding at break-neck speed. the issue is, the ceo laid it out in the conference call explicitly last night. they believe the international opportunity is too great to approach an a tentative manner. therefore, they're investing heavily and their margins are under pressure. what is your judgment, therefore, on the stock? >> i think if q4 showed us anything, it's that the online travel market is huge, it's growing and not saturated to any degree at all. i think priceline is doing whatever they can to take advantage of that. they're increasing their marketing spend, doing more in emerging markets. they're also doing more domestically to gain share with their booking.com brand. i think to penalize them for increasing marketing spend internationally would be short sighted. we think it's the prudent thing to do. >> they are forecasting margins will fall in the first quarter, and they won't give guidance on what

they can just never have >> joining us on the cnbc news line, gene munster, internet analyst at piper jaffray say, i own more of this than i ever have, i think it's a great company, and i'm suing them because they're not returning enough capital. does he have an uphill battle? >> he's got a lot of support with investors. i know, just in my conversations with the buy side, what he's saying is exactly what a lot of the buy side is saying. they're really getting tired of this obsessive amount of cash that apple has had. this is nothing new to the story. i think in some ways einhorn is really being a voice for what the broader buy side thinks and some of their irritation about how this has played out. >> do you think it's excessive, 137, half of market cap of microsoft? is there a rainy day rainy enough to justify this? >> i mean, i don't know what the right adjective to describe how excessive it is, but they could pretty much buy up the broader internet and still be comfortably -- with a comfortable amount of cash. it's part of their culture, as everyone knows, is to have this kind of cash. but

morgan stanley retail analyst kimberly greenberger and peter king, senior research analyst at piper jaffraye to this from different places. kimberly, let's talk about some of the high end stuff that you think is working. and then we'll talk about some of the lower end stuff. we're going to put walmart probably in that lower end category. kimberly, what is working for you right now? >> the market has been incredibly robust and in fact through the holiday season the hand bag market was the single best growing market in the soft line space. we also look at the intimate apparel category. victoria's secret which is hosting very nice numbers. a couple of ways to play that theme, coach, and also limited brands. >> so, you look at -- to the extend that you care about walmart's earnings this morning, you think what as a result of them? >> well, we are cautious in general on retail this year and we downgraded the sector. the retail sector at morgan stanley to cautious early in january. the payroll tax increase we think is going to be a significant headwind for retailers this year. unfortunately the b