priceline is firing on all cylinders. expedia might be out of woods after a year they had to spend heavily in order to grow their business. trip adviser, i think it's just tried to put a happy face on the same old disappointing results. i am pulling for them. i really like the company's product, but the stock -- digging a little deeper, expedia's numbers should improve this year now that they don't have to spend so much time integrating orbitz. meanwhile the tri va go business is on fire and home away is doing well. even though expedia plans to spend a lot on the cloud this year that should be offset by lowering infrastructure capital expenditure requirements which should provide a boon for the company's earnings. this improve. is why citigroup upgraded the stock from sell to neutral today. i knew they were going to do that. they noted a faster than expected pickup in room nights sold. this is part of the re-rating that i'm expecting about expedia. i think their issues last year were mostly about focus. with the stock now

priceline shows no indication that it's slowing down.ne it would be priceline. >> coming up. the hedge funder into a key to the small business. you're watching "fast money" on cnbc first in business worldwide. during the lexus command performance sales event, experience our mt thrilling models ever. including the exhilarating is, gs and rc coupe. ♪ experience amazing. hey ron! they're finally taking down that schwab billboard. oh, not so fast, carl. ♪ oh no. schwab, again? index investing for that low? that's three times less than fidelity... ...and four times less than vanguard. what's next, no minimums? ...no minimums. schwab has lowered the cost of investing again. introducing the lowest cost index funds in the indtry with no minimums. i bet they're calling about the schwab news. schwab. a modern approach to wealth management. >>> welcome back. a wednesday's blowout adp report won't be the only positive economic data coming out this week. the number of the streets biggest firms have up their predictions with morgan stanley increasing

when zika raged or ebola raged priceline didn't skip a beat.hat long ago, i heard airbnb would be the next thing to wipe them out. it hasn't raised the profile of open table, which it purchased for a pretty penny a few years ago. i like they blocked out another competitor. priceline is a very well run company and once again it delivered. that's why it's up more than 100 points this week alone. burlington coat factory used to be one of the most inconsistent clothing retailers out there until it went private and came public again as burlington stores. it's off price store is treasure hunt oriented. how many retailers had this to say about their quarter? we are pleased to report a better than expected fourth quarter results that included strong sales growth, positive com sales, and 19% growth in adjusted diluted earnings per share, among the top performers but also beauty, men's, athletic shoes and handbags. those were some of the weakest categories for the full priced outlets. that's how this stock rallied nearly six bucks on a down day. finally

the fed minutes show nothing about creating priceline. maybe the transcripts will show us oirs. eight, it's cbs. yep, ceo has tone a great job here with excellent programming discipline. all which has given his shareholders more than 2000% gain. i get a lot of fed members watch cbs. ben bernake did go on cb to say he was drawing a line in the sand and there would be no bank failures in this kbaen. but try as the all fed all the time people might think, i do not think bernanke using 60 minutes counts as a fed drive game. you could argue cbs deserves some credit. next, coming out of bankruptcy is not something we're used to seeing but american airlines has pulled it off. i'll give rhett kret to the government for some of that because the regulators did allow so many of the major airlines to merge into one fabulous oligopoly, unless you're a traveler. number ten is a genuine fed member, nearly 1009% gain. i don't know if fifth third would have actually made it in its current form if the fed hadn't put its foot down and said, enough is enough. so let's spot fifth third, call it good

. >> priceline, even after a big move, they're accelerating their earnings and revenues and i think it'sgot a lot more to go and leads the market up. >> thank you. adam. >> ita is an aerospace and defense index. i think it's highly likely we'll spend more on defense. >> i think so, too. ben stein? >> i love the spdr's, always do. >> just stick with the spdr's, ben? >> stick with the index. >> dollar cost average if we get a dip? >> just keep buying, buying till you die. >> all right, the cost of freedom continues now with the man himself david asman on the vice president mike pence making a weekend pitch to repeal and replace obamacare. drug companies are applauding the plan and that's why some here say patience and taxpayers should worry about the plan. it's time to debate. welcome to forbes on fox. we have a full house. there are a lot of people in congress saying this is helping insurers many more than it's helping patients. what do you think. >> i agree even though last week we said we need to

. >> priceline even after a big move accelerating their earnings in revenues i think a lot more to goeads market up. >> adam. >>ita aerospace defense index highly likely more on defense. >> i think so ben stein. >> i love the spiders always do, stick with spiders. shake with index not going o to be there long. >> the average we get a dip? >> just keep buying, keep applying till you die. >> cost of freedom continues with man david asman for business fox. . >> vice president mike pence making a weekend pitch to repeal and replace obamacare, owe a ensures drug companies applauding the man why some say patience and taxpayers should be worrying about the plan it is time to debate, hi you i am dade asman welcome to o folks are on fox with steve fox, liz bill sabrina john, bruce a full house a lot of people in congress, are saying that this is helping you insurers more than patients what do you think. >> i agree, of an though i said last week that yes, we need to get in reform done, it does seem to

i don't think it matters what airlines do, i think priceline still goes higher. >>> coming up, the chart master is here with stocks so bad, they're good. i'm scott walker. you're watching "fast money" on cnbc, first in business worldwide. here's what else is coming up on "fast." >> oh, snap. >> announcer: that's what companies are saying about snapchat today after the company tanked 10%. and we'll tell you what's behind a sell rating. plus dennis gartman is doing something he hasn't done in a long time and it could signal the next hot trade. he'll tell us what when "fast money" returns. so beautiful. what shall we call you? tom! name it tom! studies show that toms have the highest average earning potential over their professional lifetime. see? uh, it's a girl. congratulations! two of my girls are toms. i work for ally, finances are my thing. you know, i'm gonna go give birth real quick and then we'll talk, ok? nice baby. let's go. here comes tom #5! nothing, stops us from doing right by our customers. ally. do it right. whoo! look out. ♪ why can't we be friends ♪ why can't we be friends

we've got priceline, trip adviser, both of them down.ually, they were way worse earlier, so, again, maybe it shows we'll have a come back in the final hour. expedia up 1%. this after president trump officially signed a revised version of the new executive travel order and start the clock. the ban officially goes into effect march 16th. now, under the new order, foreign nationals for the following countries sudan, syria, iran, libya, somalia, and yemen will not be allowed into the united states for 90 days. black out for 90 days. iraq, though, has been eliminated from the list. earlier today, attorney general jeff sessions said he's quote confident the new order is lawful, but he also shared somewhat unsettling news regarding an fbi investigation for potential terror plots. listen. >> today more than 300 people according to the fbi who came here as refugees are under an fbi investigation today for potential terrorism-related activities. like every nation, the united states has a right to control who enters our country and to keep out thos

at least one year in which their federal income tax was zero or less. 18 companies including ge, pricelineaid no income tax over the eight-year period and collectively the 258 companies enjoyed almost half a trillion dollars in tax breaks over the last eight years. not sure this is entirely breaking new ground. >> no, and remember there's lots of companies that weren't just took some losses, didn't necessarily make that much money. to me a much more valuable study is what happened say last year when the economy started getting better. >> right. although they did make the point that those were profitable companies. >> right. >> and i think the debate we're going to be having on corporate tax reform, these are salient points that are worth paying attention to. >> no doubt. >> not to mention and this has already been done by many people trying to figure out the potential breaks that are going to come from tax reform, they're already looking at the effective tax rate for many of these corporations and seeing whether in fact they would benefit from let's call it the overall package of tax refor

expedia and priceline would give you the last read. read was very, very positive.hink we get into a funk very quickly in this country. and some people kind of want a funk. and i think that's a shame. let's not lose sight of the fact that our technology companies are killing it. it's really interesting. when i was in london at one point i was listening to a technology panel and it was like, well, you know, we've got these five companies that are doing great. and i'm like i've never heard of any of those. wow, you're going to stop google with -- which is based by the way in barcelona. and part of paris' new tech -- i don't know, the tower tech fell. if i was tim cook, i'd be saying, wow, okay, yeah, i'm really worried. yeah, i'd be shaking. >> petrified, stupefied. >> are you kidding me? >> yesterday we had all-time highs on apple, facebook, basically f.a.n.g. >> yeah, f.a.n.g. was good. david always talks a lot to me -- david's not here. he makes fun of me when i talk about the technicals, but some people telling me listen, facebook, jim, forget how well they're doi

tech names hitting all-time highs, facebook, google's alphabet, priceline and electronic arts all holdingn to gains. and a gain by the nasdaq would be its fourth straight, while the dow and the s&p 500 would be down for the first time in three days, if current trends continue. carl? >> all right, seema, thank you very much. >>> when we come back, a first on cnbc interview with intel's brian krzanich on this mobileye deal of the day. we're back after this. what's going on here? you know how ge technology allows us to fix problems before they... they slow production, yeah. well, no more catchy business acronyms. wait, we don't need to smooch? i'm sure we can smooch a solution! we just need to "hover" over the candice, problem until... just let it go... hey, sorry i'm late for team building. smoooooooch! that felt right. what's wrong with you!? he's so trusting... >>> i'm scott wapner. coming up today on "the halftime report," the three places some strategists say are the best places to invest right now, and why the u.s. is not on that list. >>> plus, what the likely new head of the food and

the few factors that can actually control in the face of the volatility we see in the commodity priceline, they have done a pretty good job over the last few years. the new ceo, what do you think? paul: it is going to be interesting to see what he does. he did a good job in persuading the market. yearsnt a number of trying to move away from his predecessor, he essentially wants to be the biggest in every commodity producer irrespective of the value. we have done a good job in underlining the need for rational behavior, constrained supply-side growth in line with demand. guy: what is he need to do? paul: he needs to do little other than repeat what his predecessor has been doing the last few years. a steady hand and nothing new. he had a simple strategy, which was to continue to pay down debt and grow the iron or expansions and in line with market demand. to the extent they continue to do that, you have an interesting story. it is if they do anything radical that people get jittery again, i think. matt: mark, i want to ask you why -- first off, why do you think zuma called gordhan back fro

weighted towards retailers like amazon but netflix and priceline.t is not all the retails you traditionally think of as being adjusted by the taxpayer if you get more granular, max margins in yellow. specialty apparel is down 10%. the apartment stores are down 14%. part of that is due to concerns about a border tax. part of it also due to a tough holiday season for many retailers. but we talk about retailers they are very reliant on imports. i was speaking to an apparel analyst for bloomberg intelligence and she says 90% of what is sold in the u.s. apparel-wise is not made it -- not made here. this is cotton imports. this does not even include synthetic closing. -- clothing. china on the top. then you have vietnam in aqua and mexico in yellow. anyway you slice it, you talk about you yes this is where they are getting the goods from. particularly when you're talking about apparel. if there were to be a border adjustment tax it would definitely hit these guys pretty hard. scarlet: thank you for setting the scene. for more on retail want to bring in st

we're talking facebook, priceline, home depot and hasbro.halftime report" is back after this. >>> missed the blitz? the call of the day? or unusual activity with the najarian brothers? no problem. just go to cnbc.com/halftime to see the moves, the trades, who is winning and who is losing. >>> plus, breaking news and analysis of all of the top stories. cnbc.com/halftimereport. i work with people everywhere on sea, on land, and in the air. inspecting towers way up high avoiding turbulence in the sky. personalizing treatments with dna and recommending who should play. a dress that thinks, which crops to grow, tax prep to help keep payments low. you can find me on an oil rig, i answer questions small and big. hello, my name is watson. i answer questions small and ♪ . can i get some help. watch his head. ♪ i'm so happy. ♪ whatever they went through, they went through together. welcome guys. life well planned. see what a raymond james financial advisor can do for you. with e*trade you see things your way. you have access to the right information a

priceline is also in there. something you don't think of is retail.nside, there big percentage declines, mostly mall-based or moller adjacent retailers. to look at today's session because there is a story out in the new york times saying that amazon might be getting into the furniture and home appliance business in actual stores. that is something it is considering according to the paper that was familiar with the company's plans. the retailers that might compete with that. amazon itself is a little changed. it's been on quite a roller coaster. best buy and jcpenney also higher. amazon has really been the winner over the longer term. take a look at the bloomberg here. if you normalize this chart, amazon is up here and everything else is pretty much flat. but you get the idea. stores,st department and amazon is the purple line that has just kept on going up. this is one of the biggest challenges for rick and mortar or traditional retail, the amazon juggernaut. the changing way that people are spending their money. another thing we have seen characteriz

priceline, alphabet, home depot, lowe's, and netflix among them, and take a gander at goose.he stock soaring today, and right now, canada goose making the pricey coats, shares up 30% there, up $3.50 at 16.29, michelle. >> i'm michelle caruso-cabrera, this is what's happening at this hour. mortgage rates hit the highest level of the year, freddie putting the 30 year at 4 .3%. u.s. airlines saw a record number of passengers last year, 823 million in all. that's according to new data for the transportation department. president trump hosts the irish prime minister today at the white house, brexit and immigration on the agenda. >>> stocks struggling to gain traction as there's a breather from yesterday's rally. here's the money question of the day. how much of the rally is because of the fed and the economy, or has the fed been completely trumped -- that'll make you grimace -- by the president's promises of lower taxes and deregulation? we got steve leisman, and bob pa sanny. the rally started five weeks before the december rate hike. seeing the fed, indeed, was trumped, but what

[laughter] stocks soaring to a record high and hotel bookings, $8-- for priceline.watchers, people are joining and look at this, 13% gain today after a big jump yesterday. the arts and crafts marketplace call calledetsy -- called etsy. >> and don't do that, this is 22% on an otherwise up market. signet, parent company of jared's, kay jewelers, fell yesterday. hundreds of sex discrimination claims-- no, they consolidated 250 complaints into a class action suit, that's what they did. the stock was down yesterday. nicole at the new york stock exchange. what are traders saying about the trump speech? i've got to believe they liked it. nicole: liked it? they loved it! they have a million things to say. you walk around this floor and you feel the inspiration on the floor and that's evident from dow 21,000. who knew there would be dow 21,000 hats? are we going to get a hat for every thousand? better start printing them. wall street needs to believe in the economy and never went o script oiously except r one time and scott redleying it was pro business, pro america, very pr