like you said, this is high-end retail, very similar to a ralph lauren. however, retail sales have been very strong. it seems like the consumer is coming back. the more the stock market comes back - 401(k)s, iras - people are going to buy more. - you are a "fast and furious" fan. i guess you perhaps saw that movie this weekend. but you had your eye on lionsgate as another possible good buy. - yeah, last time i came on the show i was talking about airline stocks. lionsgate and imax look like the best stocks. the chart looks so, so strong. that $28 level is a very important level. it has tested it a couple of times. i think it will break through there on earnings. they have "hunger games 2" coming out, so i think they are going to report a strong quarter. this has a measure-move target up to $31. i am going to be playing it through the options market. - the studios have had a lot of trouble - sony, the big names. what is lionsgate? are they more of a production company? and why did they fare better than the overall big studios? - all the media has been on f

ralph lauren down more than 3%. after the results beat estimates. stacy is president of sw advisers wels a cw contributor. also matthew boss a retail analyst at jpmorgan one is at the high end or higher end. is this two tales about the economy? >> i think it's more company specific with dollar tree and with ralph lauren this morning. i think dollar tree is showing signs of life on a more discretionary side that's the higher margin. the other thing is that is proving resilient with margin expansion and same-store sales easing in the last half of the year. at ralph lauren it's less about the high end and more about the investments. they're making investments in infrastructure, supply chain. they're moving over to s.a.p. they talked about a $75 million investment over the next year. i think it's proving that 2014 could be another investment year for ralph lauren. and with sales choppy, i think people are taking profits here. >> or is it possible to slice it the department store way? i hear from the apparel industry tha

and ralph lauren are predicting buffo sales, and you are not, dens they is a retail version between aock and a hard place. >> we always hear complains and worries about vanishing middle class, very low end discounters like dollar stores do well, and high-end stores do well, but middle struggles, j.c. penneys, and sears, maybe walmart. but i think they are the greatest retailer in the world, i would not bet against them. neil: maybe we could put up the j.lo video again, because i am curious how she would react to this. is it weird that gap between rich and wealth has never been wider, then now walmart in mid tell is weird. >> we've seen this for some time, happening for a better part of a decade. neil: the j.lo thing or phenomenon in retail? >> j.lo ffr me has been happening for more than a decade, i am very mad add marc anthony for marrying her. you are seeing poverty at record levels as far as numbers, and as dennis said our middle class has disappeared, we're seeing it in retail, it can be coming that pronounced in america that poor are getting much poorer, and more are moving into

you had to figure out -- calvin klein, another one's ralph lauren. >> jimmy: almost like a crosswordlaughter ] >> jimmy: you had to figure out the ad yourself. in your head you're like, "i know calvin klein, i know ralph lauren -- i don't know who the last one is." >> the next day, "the post" ran a big story, "who the hell is t ----?" and the "times" wrote a big story, a week later he was on "the johnny carson show." >> jimmy: is that right? and now he's tommy hilfiger, everyone knows who he is now. there's so many different logos and ad campaigns you came up with. but this one really just changed all of our lives and you called mick jagger the patron saint of mtv. "i want my mtv." [ cheers and applause ] >> in 1982, it's hard to believe, but mtv was a year in production and nobody was watching them because there wasn't a cable operator in america that wants any part of them. rock stars, nobody wanted any part of them. >> jimmy: people didn't know what it was. >> anyway, the music business thought it would destroy their business. believe it or not. so they were about to close up, i w

ralph lauren, 25%. gap 32%. i'll throw best buy in for the hell of it. 125%. lowe's gets downgraded on valuation. have the stocks gone too far? is there still room? >> we're up on that six months, scott. we talked about it in november after sandy hit and said it's a six-month play. you look at because of what they provide for the building and repair space and home depot and lowe's and all of them seem to be topping out here as far as that space. i think they take a rest. i don't think they have to make a 20% correction. however, ralph lauren, a stock you mentioned there, i think they're doing almost everything right as far as they don't stick with losers. if rugby isn't working, they push it aside and move on to something else. this week i'm watching target and sak's because they have rotated to macy's on that trade. >> the report better be good. >> expectations are high but in certain companies like home depot, they continue to deliver. continue with the themes to deliver. a lot of people doing that on valuation and continues to work. i think a nice trade lon

you're dylan lauren ralph's favorite daughter.odd. you tried for many things like auditions to be an mtv veejay. >> i had a lot of passions. i wanted to be a backup dancer for janet jackson and be an artist. the real passion that threaded through was candy. >> so when you went to your dad and said you know what i'd like to do his answer was what? >> my dad and mom are big supporters of us being entrepreneurs. they understand that it wasn't just about candy. it was about art and fashion and pop tull kul tur and when i told my dad i was going to open up a candy store, he under it was going to be the disneyland of candy and not a mom and pop shop. hi joorks he's a real visionary. >> how many do you have? >> five. miami and houston and new york is our flag ship. >> what did your dad teach you? >> he taught me a lot. his biggest lesson is do what you love because that's what you're going to be good at and you'll be successful. i really take that with me. i'm so happy i could have a career about candy and i love it. every day i go to wo

their uniforms are jackets and ties, women's dresses from ralph lauren. they don't have armament or training and they are out there putting their lives on the line for all of us. >> absolutely. >> ambassador, great to see you. thank you so much. >> thank you. >> fascinating interview, eric, thank you. >>> the white house isn't the only one taking new heat on benghazi as former secretary of state hillary clinton receives special criticism this holiday weekend. it comes from the mother of one of the four americans killed in that attack. listen. >> i'm still waiting for answers to just about everything. i do want to say one thing, though. i want to wish hillary a happy mother's day. she's got her child. i don't have mine because of her. >> so compelling. pat smith is the mother of shawn smith, information over killed in the attack. she's blamed secretary clinton directly for the death of all the americans that were killed that day. >> while miss smith has written letters directly to members of congress, congresswoman nancy pelosi, apparently, seems to think

. - ralph lauren recently admitted it's being hurt by the weakness in the yen. is this going to be a reoccurring story? - i think it has a possibility. the currency race to devalue every country's dollars to increase their gdp is eventually going to cause a problem, and will probably cause deflation when we get down to it. but right now, everybody thinks they are doing the right thing, and i don't agree, but that's what they think. - good to have you on the show. thanks a lot, todd. - thanks angie. have a great weekend. the wheels are in motion for healthcare reform in california. 13 major health insurers will compete for millions of californians expected to buy health coverage through the state's new health exchange. depending on location and income, premiums will range on average from a low of around $50 to as much as $500 a month. the exchanges will begin enrolling customers in october. coverage begins next january. google may be facing an investigation for allegedly curbing competition. bloomberg news reports the federal trade commission is questioning wheth

i would say my expectations for ralph lauren continue to be bullish.ming terrifically against competition around the world. it's a small business in china so there versus many other luxury and upscale brands are larger, they're performing well off a small base in the united states where there are a core resource of department stores. they're doing very, very well. we expect to hear very good news this morning. >> how would you compare them to the likes of coach and michael koors we're hearing from, as well? >> well, we just -- i saw that both companies, coach and mic microkoors are brands that speak directly to consumers. amazon is not an issue for them, which is very important to investors. these are all brands that can speak directly to consumers and consumers will buy it directly, will buy them directly from department stores and no one has to worry about amazon coming in and sort of crushing the business or compromising the business. in terms of how they're performing, koors has enormous momentum. it seems like they can sell to just about anything

ralph lauren is a big loser today. nicole: ralph lauren is down over 3%. under their umbrella which include polo. the numbers that we are seeing for revenue and outlook are below the analyst expectations. stuart: it is a laker. that is a very nice way of putting it when it is down. thank you, nicole. forecasters are predicting a higher than average number of hurricanes. do you need in a hurricane, a generator? i will give you a commercial here. i will say that is the rolls royce of generators, if i may put it like that. your stock, we look at it very closely. we saw that go up. you are, essentially, a weather play. aren't you? >> there are certainly parts of our business, stuart, that are impacted more by weather. many people on the products. they are dropped -- they are tough to get in an event. stuart: and you give me some idea of the demand for the top of the line product? i know you are a publicly traded company. give me an idea. when you get a where in fact, do you get an audit for an extra 100,000? >> it really depends. stuart: tell me about sandy. >

ralph lauren outlet or whatever it is called, there is another one. that is not the case that the commission is anti-formula retail per se. >> commissioner antonini. i wanted to make a motion to continue it and i will tell you why. i would like to continue for 90 days, to allow project sponsor to meet with neighborhood groups, to see if they could work something out perhaps it might involve a sighting different from this site. you know there might be some other facility that would go in this site and you know, that is what everybody has been saying is that they want to meet and also give the project sponsor the ability to develop some locations in the parts of the city that i talked about that would cause out reach to under serve neighborhoods for starbucks and those are the two things that we hope to gain in the three months of this continuance. >> not hearing a second, commissioner, antonini. do you want to call the question. >> please. >> on the motion to disapprove, commissioner antonini? >> no. >> commissioner hillis. >> yes. >> commissioner moor

allow if they get twenty five cents which goes towards their prime mark or wal-mart or armani or ralph lauren clothing also this idea of their rig making record amounts of profits according to who well according to their accountants there are four bigger towns left in the world the other ones have already been shut down due to fraud like arthur andersen and enron and there's also a problem and said is that all of these policies are working because the corporate profits are up according to the accountants every single one of the four biggest accounts are involved in a major scandal just like the major banks are involved in major scandal the fund managers and people like warren buffet others involved in insider trading and market manipulation so you can't really say that look at the profit the p. e. ratio if you look at the either earnings of the p. e. ratio it's pulled out of that from a major account it is involved in a major scandal so again that the consumer of the population's complicity in these the top will always do this always scam adam smith said this but we act like innocent people d

while they appear, ralph lauren hit and all-time high today.oogle and block rock looking very healthy. i spoke to the ceo of directv just a couple days ago. they are looking very strong. you see black rock moving slightly higher right now. if the s&p finishes higher, this will be the fifth consecutive record close. international markets, while you were sleeping, they surged higher. that pushed world index to a five year high. the ftse 100, 5.5 year-today. the bowls are roaring ahead. looks very strong at the moment. if we finish higher on the s&p 500, that makes it five days to the upside. is it worries some or should we just stop saying that because it continues to look strong? let's get to the traders. i want to first get to mark newton. you are our numbers die. you take the emotion out of it. tell me what you think as you continue to see record after record like this. >> good news equals higher prices. as you mentioned, the s&p has been up the last 12 out of 14 days. we have not seen a selloff in 83 days. yes, things feel really good, but ti

. >> raffl ralph lauren, hannah anderson sell really well in the store. that's the first thing.k at the wear and tear. no stains. s we can't take anything with stains.. pilling, that type of thing. so brand and then how it looks, how much did you wash it? how well did it hold up. i would take this kind of stuff and sell it at a yard sale. it's great, but you won't makee any money off it consigning it.g >> let me just say. this takes me back. i love this. >> we sell that very well. v >> it's really, really cute. my question is when you come inm and you have to have an an appointment, right?intm >> yes. >> you bring your things. you have to be probably pretty e tough sometimes. >> we do. >> everybody thinks theirhink clothes are like the best clothes ever. >> we also recommend you go over your clothes with a fine toothot comb. you have to have a good eye. bring it in.g it we have a 50 item maximum because it does take time. t bedwe go through it with you and sort of pick and choose. our eyes are trained to see the staibs and to see the sort of wear and tear. >> it's not personal w

i am usually looking at high end ralph lauren, bottom and dollar tree.y are not spending on credit right now. that is interesting. it was a positive article. the majority was nonfinancial business. only 153 billion went to households. only 3 billion increased in credit card debt. the number that came out yesterday, credit card debt went down. they are spending their entire check at the mall, but they are not being seduced into putting it on that plastic, that credit card. ashley: they were having to put their house and groceries on it for a while. i think they got freaked out. charles: the only thing that will change that is obviously more jobs and higher earnings. too much money chasing too few goods. we ride the wave. something to be wary of. lori: it is interesting to see the two sides. you have to have it just right. charles: as a business owner, i saw it as a lot. you are absolutely right, lori thanks a lot. we will see you later. lori: a trivia question today. we would like to check back in with nicole petallides. nicole: nicole: let's start off wi

middle class just disappearin and family dollar, and ralph lauren is reason they are showing signs ofrofits they have. neil: dennis? >> don't count walmart out. they have such huge base of sales,s, 400 billion. this company has done more good for low income shopper, and even wealthy love a good eal, and that bodes well for dollar storesnd walmart. >> dennis, walmart, according to a decide lowered food inflation by full percent, you are right with what the have done. >> what if you don't l shopping at any of those price poin? lower, midding higher. >> then you go on-line on amazon. >> you are right about that. thank you. >> thank you very muc >> and thank you to job or low. j.lo for all y have done. neil: thank you. amazing, i don't know where we are going. i'll leave the segment with ts and think about what i am doing next, j.lo, dou think that pigs are flying, "new york times" says that the tea party is back, i'm so glad you called. thank you. we're not in london, are we? no. why? apparently my debit card is. what? i know don't worry, we have cancelled ur old card. great. thank you.

in light of ralph lauren coming out today, i'm concerned about michael cors' calls. i have been burned in the past through earnings. i think they're coming out next week, the 29th. so my question is, do you think i should hold cors through earnings? >> yes, i will not tell to you do common stock. that's risky. i want you upside, buy july calls. there is option on friday. i will be buying the july 50s. i think that's a much safer way to play. what did our strong markets tell us to do this morning when everyone else was panicking about japan? shake it off. we did. because we are no longer held hostage by the rest of the world. "mad money" will be right back. >>> coming up, all aboard? railroad giant union pacific has been criss-crossing the united nations since 1862, but current connections to mexico, ka it but can it put them on a new track to profits? don't miss cramer's exklausive with ceo. >>> later, concanundrum. is it best to stay on the side lines? don't miss cramer's earnings exclusive with its ceo. >>> plus, profit pipeline. the u.s. is regaining its place as

ill like ralph lauren, rl, much better, especially given the valuations.o that would be one i'd go after. i like the comeback from a & f, abercrombie and fitch. chico, chs, i don't know why that is performing so badly, but a lot of things courtney cited for gap are exactly the problems over at chs. don't have a position in any of those stocks. >> how about you, baker? >> yeah, you know, a lot of hedge funds got burned on gap. they were short on tough comps that came through and i think it took a lot of business away from jc penney on the old navy line. but i like jc penney here. it's sort of where gap was two years ago. >> i was waiting for somebody to throw that name out there. >> i think now's the time to buy it. >> did you buy it yet? >> yeah, we're long jc penney. >> when did you get in? >> two weeks ago. >> that's a good time to get in. after the financing thing or before? >> after the financing. >> all right. >> there's a stock up another 3% today. up much better at the beginning of the day. that's a good gain. meantime, blue chips stuck in the red,

big companies like ralph lauren and nike would sell clothing with their logo on them like the polo andd to do was buy the shirt and put it on in the morning and then you became a walking advertisement for them. so that was pretty crafty. but now in these high tech times, these big companies want you to do their work for them. that's what this is. they want you to use the power of your personal devices to make their ads for them. >>> from licorice to lip stick. >> this is it. >> reporter: real estate, to the real thing. expensive tv commercials like these may soon be a relic of time gone by because web savvy consumers like you might produce the next iteration. >> a big budget tv spot can weigh more than that and shooting on vine is free. posting a video to youtube is free. it is inherently a lot cheaper than the traditional model. >> reporter: you've already seen the genius behind doritos fan sourced super bowl ads. but now promotion for the people by the people is going mobile. check out this creative video of our logo but we didn't create it. who did? 23-year-old cwa fan the rating ki

on the other hand, ralph lauren post sales that miss its own projections. here on the utilities, worst-performing sectors today. bob pisani, you heard him talking about the unusual moves in nextera, but we were seeing a reaction to rising rates, rotation out of the defensive names and into more cyclical sectors. maria, back to you. >>> td bank, canada's second largest bank and the tenth largest here in the united states after buying commerce bank a few years back, shares closing in the green on the heels of the company's second quarter results, which showed profits on the upside. but last month, td bank ceo ed clark told shareholders that it would be more difficult to meet growth targets due to the slow economy. so what is he seeing right now? let's ask him in an exclusive on cnbc right now. ed clark joins us to talk about business. ed, nice to have you back. welcome. >> great to be back and see you, maria. >> you said it was a solid quarter. walk us through what happened in the last three months. how's business going? what can you tell us about what that t

>> ralph lauren did not really do much. it is trading near highs of the day right now.n that it is pretty mixed. a lot of these retailers will have a bit of a difficult time going forward. we are anticipating tomorrow, we have gaps and aeropostale coming out, i think they will be in line to may be slightly better. next bags pretty much down here. lauren: well said. thank you very much, doreen. dennis: poli, making a big transition from hardware to software company. andy miller joins me now. thank you for being with us. you have a multibillion dollar mark cap. it is a great way to raise your own status by picking fights with the giants. in this case, is it real? >> it is real. they are a great competitor. i think the dynamics are shifting now. in the last quarter, we gained 2% market share. our story is sticking with customers and customers are bidding with the wall. dennis: a 7.7 oh yen dollar market. you open up a big new center for this country. 200 customers coming in each week. it seems to be like a very 1990s theme. i thought that fiber optics were going to let us

. >> ralph lauren, karen. >> looking for a bull case, and other than it's gone up so much i can't findt buy it here. that's a fold 'em. >> grasso, cabot oil and gas hitting new high. what do you do? >> you want to hold this one as well. the other name in the nat gas space, eqt. eqt, cog are the best names to play from the long side. >> mikey kuo. western. >> it is still trading at a big discount to the market because they continue to face secular head winds in the hard drive space. but it's not going to catch up to the market. you've got a little more upside. >> you tweet it we trade it. let's get to some of your tweets to our crew today. dan, how do we rationalize up vix and the spy? simple protection, is the question. >> the vix measures both purchases of puts and calls. and so to me, you know, like i said at the top of the show you have this asymmetric situation where the vix can only at 13 go to 0. but in the last seven months we've had three moves of 50% or higher. so to me i think this one makes sense for protection, like i said, rather than the puts. >> grasso, with europe still

family dollar came out with great earnings and ralph lauren, great earnings and wal-mart, which is ine. people think it's lower middle class, but it's middle class is hurting, they came because of the payroll tax. it's because of the shift in spending in america, that's going, down siding and going back down to family dollar and unfortunately, wal-mart is in the middle. it's a terrific retailer and they will hfigure it out. that's the shift in our economy, rich are getting richer and poor are getting poorer. why is that happening? >> because we don't have any jobs. the lowest labor participation rate since 1979 and when you have this, and the doom and gloom out of washington, whether it's real or imagery, it kills consumer sentiment and so you're seeing the consumer, which is 70% of the market being squeezed and you're not seeing jobs. and we don't have jobs on the horizon. if we've got an energy plan, or some type of event, we're the not going to have that. look, jobs were in manufacturing. they went to housing when that burst, those are the people unemployed right now and that's the

ralph lauren, kohl's they're not down but one or two points.al malaise in the economy and general society, main street and also the federal reserve. you know so, i think obviously that is part of what the fed wants to do. people talk about the idea that you can only vest in stocks as only thing because everything else is unattractive. it means for a lot of people, i might as well spend money i have because, i can't make any money. if you're a investing in anything and see a nice shiny new watch out there you may want to to for that said. i don't know if i'm speaking for anybody. look at zumiez. that is one i like down here, one of these retailers that pulled back recently and i think may have another shot to retest the high. lori: they don't make those obnoxious pants, do they? >> they make a lot of obnoxious stuff for surfers and those kinds of kids. zumiez. you go in there the store is dark. everyone's got a piercing. can't get the job unless you have four piercings and a sleeve. you can not get the job. go for interview, take the shirt off.

back then and so it's very much sort of the kind of art that you would see in a ralph lauren store. just beautiful. we're thankful for you bringing it into our studio. thanks very much. >> thanks. lori: ash? ashley: great stuff, lori. i hate to hate i told you so but maybe i have telepathic powers. yesterday alex ferguson retiring as manchester united after 30 years on the job. and i made my guess who will be replacement. the big question will be replacing alex at manu. lori: are you handicapping? ashley: i'm not a huge manu fan. i respect alex ferguson. david mois of edmonton for anyone who cares could be the favorite. would you believe manu signed david mois to a six-year contract. he will start july 1st. good luck following sir alex ferguson. you will see me here for another hour of fox business. tracy burns will join me. we have craft brew alliance, a company that grew from a simple love of beer. cheers. a. that is our small business, big ideas report coming up next. don't miss it. tracy: hey, i'm tracy byrnes. ashley: you are tracy byrnes. i'm ashley webster. the dow and s&p fi

>> ralph lauren. >> me too. >> seriously? 100 days?t address the elephant in the room? >> i wanted to be a backup dancer for janice jackson. >> did you know i kissed him on the air once? >> was it as good for you, markey? it was. >> if you didn't watch "cbs this morning" you missed it. >> that's why i tell everybody. [ male announcer ] fact: the 100% electric nissan leaf... is more fun than ever. sees better than ever. ♪ ♪ charges faster. and will charge. cool. and heat. from your phone. fact: leaf never needs gas. ever. good for the world. built in america. now, leaf's an easier choice than ever. ♪ ♪ shop at choosenissan.com. ♪ ♪ >>> >> your realtime captioner: linda marie macdonald >>> it's 8:56. i'm michelle griego with your kpix 5 news headlines. >>> san jose firefighters worked all night to keep a fire at a recycling plant from flaring back up. the plant on east alma avenue caught fire about 6:00 last night and burned-out of control for almost four hours. the cause is still under investigation. >>> a solar-powered plane left moffe

ralph lauren is reporting profit of 1.41 a share, excluding certain items, 11 cents better than the streetit short of consensus. >> as you have been discussing all morning, global markets selling off after yesterday's comments by fed chairman ben bernanke. it september confusing signals on the timeline for tapering. joining us on "squawk" news line, is senior u.s. economist at ubs and president and cio of steinberg global asset management. hopefully, guys, you can read some of the tea leaves. drew, what did you make of ben bernanke's comments and how should we all read it? >> i think what you can make is tapering is a while off. and if you look at the timeline they're working with, they're f they're going to start thinking about it in a few months, you have to assume they're going to do it in a press conference. they have to explain why they did it. you're really looking at september, december, march. you're still thinking q1. it is confuse to go see the markets behave this way. i don't think anything he said really changed the timeline that much. he just clarified the timeline. >> in that

. >> ralph lauren reports later this week, but it is good. >> footlocker, it used to be venator. they said nike is a buy. >> ndt. >> they finally did the blow-out quarter. people suddenly love it it. >> priceline, you mentioned earlier. everyone loves priceline and don't expect it to last for long. hotels.com is on fire. >> downgrades beazer homes. >> to me the homebuilders have room to build. this is my favorite in the group. >> deutsche bank, david, there is a move to cyclical says like you wouldn't believe percolating underneath and even this one may have its day? people think europe is bottoming and kelly was talking about china if it just baselines at 7% and people will talk about david, i will say two words and it will drive you crazy. second and half. we haven't had one in a long time. >> do you think people at herbalife will sell more? is that what it is? is that a cyclical play? like aerospace? >> don't drive me into that. >> what will we be watching tonight? >> whole foods. so many people shorted it because they thought they missed the quarters. walter rob does not miss