first solars, the xerox, the pitney bowes. >> when you talk about those stocks that have risen, a lot of those are best performers from an all-time low. jcpenney is one of the best performers from the all-time lows. >> a low-quality rally. these are not leading names. i haven't heard the tina analogy that ben made earlier because there's nothing else to buy, there is nothing else to buy, t.i.n.a., i'm going to borrow that. europe, a lot of very shot people said i'm poking around in europe and i'm starting to buy big cap european stocks, a lot of people said he was nuts, he's outperformed. >> you can be right but at the wrong time.

and jill turned about pitney bowes. we used to talk about that company in the past. why the stock's been running. pitney bowes has transformed into a digital communications company, some legacy snail mail products. pbi's partnership with ebay looks promising and the most recent results strengthens the case that the company's new program to stabilize revenues is, indeed, working. i think if we get more signs are sustainable, pbi can move higher into the end of the year. but be careful, the stock's been a monster winner. it's rallied 124% so far. next up on the 25th, jerry in florida asked me about bj's restaurant. i hadn't looked at that in ages. for the last couple of year, bj's has been a real dog. this casual pizza and beer chain used to be a nice regional and national growth story. the company hit multiple speed bumps in recent years, including raising prices by too much, too quickly, the opposite of what chipotle did, and overdeveloping key markets like texas, southern california, and central florida. and no matter how many new restaurants you put up, the market

pitney bowes has transformed into a legacy company.rtnership with ebay lacks promising, and the company's new program to stabilize revenues is, indeed working. i think if we get more signs that the new products are sustainable, pbi can move higher into the end of the year, but be careful, the stock has been a monster winner, as rallied 124% so far. next up, jerry in florida asked me about bjri. i hadn't looked at that in ages. for the last couple of year, bj's has been a real dog. this casual pizza and beer chain used to be a nice regional and national growth story. the company hit speed bumps, including raising prices by too much, too quickly, the opposite of what chipotle poelt did. and that's that same-store sales concept. last quarter, same-store sales down. i say stay away from bj's restaurant. i can't get away from this one until their same-store sales start to turn around. last but not least, in november, november 1st, brett in new jersey called about ncr, the national cash register. this is an old-school tech company thattic ma

that same day jill in pennsylvania called about pitney bowes. it's transforming into a digital communications company. some snail mail products. their partnership with ebay looks promising and the company's new program to stabilize revenues is, indeed working. if we get more signs that they're sustainable it can move higher into the end of the year. the stock rallied 124% so far. next up on october 25th jerry in florida asked about bj's restaurants. it's been a real dog. it fell from $55 in 2012 down to 27 and change right now. this casual pizza and beer chain used to be a nice growth story. it hit multiple speed bumps including by raising prices too much too quickly and overdeveloping in key markets like texas, southern california, and central florida. no matter how many new restaurants you put up the market won't care if the existing ones aren't doing well. and they aren't. same store sells down 2.2%. i say stay away. i can't get behind this one until or maybe unless the same store sales start to turn around. simple as that. last but not least

i picked pitney bowes. we're talking postage meters at the mail machines.saurs that's doing extraordinarily well in the modern age and it's adapting as well and doing all kind of maim things in the cloud. gas prices are inching higher as we head into the weekend. we're on pump patrol. say it isn't so, jackie. >> reporter: looks like we'll end the week on a high note, the national average for a gallon of regular $3.20 a gallon. that's a penny higher than it was yesterday. glass prices have been on a steady decline and people wonder if we'll hit that $3 level. will we get there? eight states today there are. take a look where you can find gas for under $3 a gallon today. five states have seen their price edge slightly higher since yesterday. your cheapest gas can be found in oklahoma city, oklahoma where a regular gallon costs $2.64. that's your pump patrol for today. now back to you. >> thank you very much. still to come on this fine program, fedex says they would be okay making sunday deliveries if demand there was. certainly a good thing for consumers and

group but look at the s&p 500 and look at names like macy's came out with a great quarter and pitney bowesw high. then we had, you used the word exciting, dave. because we're hiting a record on wall street. we've seen a lot of winners. some all-time highs. how about we look at the ipos? it has been very busy here over the last couple weeks. the busiest week since 2007. these are some of the recent ipos. looking at twitter, chegg, extended day and zoo lilly. zulily is a real winner up 71%. extended stay and chegg also with up arrows. zulily stealing the show. twitter holding on to some gains at least. david: you know what excites me? you excite me. your reporting excites me. so does sandy and phil, even you excite me on this friday. >> phil, off the charts. fantastic. have a good weekend. david: all right we're having very excitings, you mentioned lenovo. you have another guest coming up i'm looking forward to. liz: looming may be an ancient art form but a new creation is making it so unbelievably hip again with the tweeness, so hip it is baned at two new york city schools. next we talk to

pitney-bowes exposed yesterday as an activist target, and that seems to be the theme, and it will probably into next year to outpace the market-federally. >> all right. good to talk to you. thank you. >>> let's talk about another stock, and that's twitter. it's up almost 70% from the $26 share price, causing one analyst to wave the red flag on that stock. the s&p capital iq's scott kessler joins us with his big call. welcome, good to have you on the show. >> thanks a lot, scott. >> why the sell today in. >> you know, honestly, when we were trying to summarize and in just a couple of points, it was difficult. basically what i would say, is number one, we don't know the growth profile is as strong and unassailable as some might have you believe. second, we see the social media landscape ever-changing and fraught with competition. and then, third, and you probably know this as well as anyone, the valuation, calling it stretched is probably an understatement. it's trading at two to three times the price to sales of multiple of facebook, and that's a richly valued stock. >> i'll give you the va

. >> pitney bowes. >> this stock up about 120%.ueezed out all of the short bets and here's one of the bigger ones we've been talking about for some time, this stock ended at $6.34, it is in the semiconductor business and it's been on a tear. any guesses? >> micron. >> yes. >> micron. >> nice. >> this stock up massively you can see here, up 200 %. >> i think our viewers need and listeners need to understand, that was excellent. >> prompt teres, no scripts. >> no. >> no nothing. >> that was not -- the old drury, the other day she did cheat. >> oh, come on. >> you did, you're like it's alkaed my. >> you nailed it. you crushed it today. cliffs natural resources -- >> also crushing it -- >> on my stocks draft team. >> way to go. >> what do you have to say? >> herb, what do you reckon about this? >> we're ins this period where you can tell how -- the hubris in this bull market is what strikes me. as i tweeted out last night, i want to share this with you, this was very good if i don't say so myself. the sign of what -- >> i am excellent

leaders over the last month or so, no knock on the jcpenneys, the first solars, the xerox, the pitney bowestalk about those stocks that have risen, a lot of those are best performers from an all-time low. jcpenney is one of the best performers from the all-time lows. >> a low-quality rally. these are not leading names. i haven't heard the tina analogy that ben made earlier because there's nothing else to buy, there is nothing else to buy, t.i.n.a., i'm going to borrow that. europe, a lot of very shot people said i'm poking around in europe and i'm starting to buy big cap european stocks, a lot of people said he was nuts, he's outperformed. >> you can be right but at the wrong time. a lot of people said go buy europe, buy european equities. do you think that right now is the time to actually get into -- >> it's hard to know. last year my main prediction was the nikkei would be the best selling developed market on world -- >> i'm going to listen to you this year. if you picked the nikkei and best buy, you got something going on here. >> why are you working here? >> even a blind skiquirrel fin

performing stocks, steven, this month in the s&p, first solar, jcpenney, you've got xerox and pitney bowes. those are not the stocks that -- >> those are your junk stocks? >>> i'm not calling them junk stocks. they're not the financials. not the technology names necessarily that we think of would lead what's, quote, unquote, a healthy rally. you have to love the fact that the nikkei, which by the way was my top performing prediction last year, i'm happy about that, is up 50% year to date. what do you make of the rally? do you think it's overdone? >> i think what you'll see is additional currency regulation for the japanese yen. >> they have to have that. >> that's the important parameter. the banks own forecast is we'll get to about 105, 110. we'll be possibly north of that. that additional deterioration will help the repatriation and the revaluation of the earnings numbers that come in from their overseas businesses. as a result of that i think you can have another good year in 2014 for the nikkei. the real question is whether or not the fundamental economy comes online. we're still waiti