the on going return to the office that said, the real opportunity for them is overseas raffle ralph lauren's asian business was up with much of china still under lockdown like morgan stanley with a peg ratio of less than .49% makes ate bargain relative to the growth rate and that 2.6% yield is the cherry on top this one has become my favorite apparel stock for its consistency and excellent management finally, there is vici properties which is a kacasino real estate owned with high-end golf courses and wellness retreats this is a gaming play that's safer than a casino because it's always safer to own. just own the landlord and the peg ratio is very low here because the stock sells for less than 14 times funds for operations even as they're expecteded to deliver 69%. i recommended it repeatedly and like it up here. it's got a 4.65% yield always reinvest those. bottom line, as we kick off 2023, we want the same thing we did last year high quality companies to give us growth at a reasonable price and talking about companies like sysco, johnson controls, morgan stanley, ralph lauren and vici prop

. >> let's round it out with a retail name now, ralph lauren ticking higher this week adding to a recent run. what'd you make of this? >> if i was going to play it from the long side, which i would not. by now you know how i feel about consumer discretionary one thing going forward it does appeal to a higher end consumer, but with that being said you saw it from the bank with the positioning. >> to the point of charts how can it be that ralph lauren gets to that line and starts every darn time? my thinking here it's just stuck and it's neither going to particularly advance with strength nor deteriorate if i had to be directional i'm thinking short >> they're going to announce earnings we saw a purchase of 15,000 of the february 90 puts, which is going to cap char that earnings. by the way, airbnb i believe is announcing that same day any consumer discretionary thing not really a place i want to be long here. >>> still to come a big week on earnings, we're picking out two names to watch and for everything options action check out our website and newsletter much more oa after this. realtor

. >> thanks for the assist you're right >> round it out with a retail name ralph lauren adding to a recent run. bonham what did you make of this >> price action is interesting here if played from the long side, i would not. by now you know i feel about consumer discretionary going forward, one thing appeals to higher-end consumer that said, saw from the bank today with provisioning, this isn't an area i'd want to play in if so with some out of the money calls, a very small percentage of the underline. >> carter. >> here we go. same way to draw the lines doesn't matter to your point, melissa. to the point of charts, how can it be ralph loren get-- ralph lauren, it's stuck not advance nor deteriorate. had to be intentional thinking short. >> mike? what do you think? >> announcing earnings february 9th. of the single named stocks we saw this week this had most interesting activity saw a purchase of 15,000 of the february 90 puts, capturing that earnings by the way, airbnb announcing i believe the same day that's a significant institutional bet to the down side on that catalyst and this just i

. >> let's round out with a retail name, ralph lauren picking higher bonawyn. >> interesting here. if i was going to play to the long side, which i would not you know you i feel about consumer discretionary it does appeal to a higher end consumer, but with that said, you saw it today, this isn't an area i would want to play in it would be with out of the money calls where i'm spending a very small percentage of the underline. >> carter? >> here we go. same way to draw the lines, because it doesn't matter to your point, but to the point of charts, how can it be ralph lauren gets to the line is stops every time it's about technicals. it's stuck it's not going to advance or deteriorate. if i had to be directional, i'm thinking short. >> mike, what do you think >> they're going to be announcing earnings february 9th. of the single stock name wes saw this week, this one had the most interesting activity we saw a purchase of 16,000 of the february 90 puts, which is going to capture the earnings. air bnb announcing the same day. but that's a significant institutional bet to the downside o

polo ralph lauren up 2.75%.continued growth in the apparel market's international and direct to consumer segments. and why do we have pbh up there? barclays is also raising the calvin klein parent to overweight from equal weight seeing early signs of success in its north american market as the company takes full ownership of its licensed businesses. not all good news in the retail sector. nordstrom's struggling after announcing holiday sales were softer than expected. if you look at this intraday chart, it is the well off the lows of the session and even just about an hour ago punched into the green. right now it's lower by just a fraction here. ceo eric nordstrom warns that even wealthier consumers are becoming more selective with their spending. the company downgraded its financial forecast for if fiscal 2022 to the low end of its previous forecast of 5-7% revenue growth. >>> chinese travel company trip.com, this one is hitting a 52-week high as the reopening in china and easing of covid restrictions there has

i would say abercrombie & fitch, ralph lauren.ee was almost a >> model years ago? >>it's different today than it was then. tom: everyone knows this brand. what's the pixie dust? >> the brand has aged up, it is better quality. if it's not the teens. and hollister is showing improvement in their assortment. tom: thank you so much. we are going to agent now and continue with mckee. tell me about the ageless comments and what you see in this historic inflation report. >> pat harker is joining a crowd that says 25 basis points. 1/10 drop on a month over month basis. this is the headline number to 6.5%. on the path to where the fed wanted to be, interesting but here with dana. i'm looking at apparel costs. everybody thought maybe we would see it discount on that but they are up half a percent because men's close went up. almost all of women's close fell -- women's clothes fell. >> a company i spoke with over the last three days men's is showing improvement in all the retailers, inventory levels are coming down faster than expected. that

if you look across the board, ralph lauren, tapestry, capri, the higher-end retail names continue to perform, and more importantly, their stocks continue to move higher. i would stay there. >> guy, what do you think about this notion of higher end? high-income are traded down to walmart, but still buys fancy stuff. >> there's some truth to that. a lot of the middle to higher end are also trading down to walmart. it's a bizarre environment i go back to december 8th. we want, 84% inference torrie build on top of 28% sales growth 1.7 billion number of inference torrie inventory. watch, it has to happen. it happened. i'm surprised it took them this long, to be honest they tried to explain it away, saying they did it for a reason, anticipated backend growth, which is horse hockey, as colonel thomas said at one point. >>> bed bath & beyond, with a big bounceback after last week's warning of a potential bankruptcy bb & b is said to turn in the report card tomorrow it was a huge volume mover it traded the entire market cap, basically. karen, you're looking at the debt >> yes, they told you,

tom: i know you like to cover the ralph lauren sweater thing, for our audience, the bill of obligationsjust an american book. it is an international book about learning the civics we all know. democracy is more than procedures of laws and ethical ideal. lisa, that sums it up. lisa: and also knowing each other other then just what people say in your vacuum and the social media sphere. that is important, how bifurcated everybody's news streams have come. tom: every 90 days, i start screaming about lazy kids, how can we stay informed? i go nuts. it takes work. you have to work at it. lisa: i was having a conversation with someone in my home about the potential influence they get from the media that they read on tiktok or instagram. they told me, it is not a big deal. i can discern what is manipulative or what is potentially influencing me one way or another. really? these are some of the questions that need to be discussed. tom: we get ready for next week, a fed meeting in earnings. important earnings about the policy of what america doesn't, technology. lisa: big tech. amazon, apple and g

. >> i would go capri, i would go ralph lauren, go high-end retail all of that money is getting back into the market and it needs to be spent. but i agree with tim i think everything china related can bounce further because it's been stifled it's like a balloon underwater >> coming up we're getting ready to reveal more acronyms. courtney and carter to spell out their 2023 strategies, one of them is a real gas you won't want to miss it. vince mcmahon is back at the wwe and one options trader thinks that's money in the bank, the raw options trade on that after this break i'm so glad we did this. i'm so glad we did this. i'm so glad we did this. i'm so... ...glad we did this. [kid plays drums] life is for living. let's partner for all of it. i'm so glad we did this. edward jones >>> welcome back to "fast money. time for more acronym reveals of the courtney and carter will lay out their trade, ladies first. courtney, yours? >> yes, my is vibes. want a good vibe, what that stands for is v is for value, i is for international, b is for bonds and e is for energy. so if you're looking for fu

she would have christopher radko, ralph lauren, you would see the council of fashion designers, the societyof needlepoint, you name it, and they would come to the white house during the clinton administration and come help this society of decorative painters came a couple of times. here you see the council of fashion designers. they are in the bottom one. you can see kate unger designed a suit for mrs. claus and mrs. clinton was real funny. during the media tour, she walked by and said, i think mrs. claus is going to need to go on a diet. so ine th year, roland messina and following the theme of athena's workshop, created a santa's workshop, gingerbread house, one of my father's most favorite years during her administration was 1999 holiday treasure. she did a lot for restoring ildings. and so every buildinghat they had helped secure funding for, she put on display throughout the white house little replica miniature replicas on mantles and pure tables. here you can see a seated dinner in the r rm in that year. roll on messina doing holiday treasures had washington display dc made out of gin

think that they have some real inroads to be made in their direct to consumer strategy as well ralph lauren over to you. >> dom, thanks. >>> futures at this hour, once again, a bit of a mixed picture. trying to break this losing streak that we're on investors trying to hold on to that january rally there's your up to date look at the futures. the dow would open lower the s&p has been down a couple days in a row. let's talk markets now with sherry paul, senior portfolio manager and private wealth adviser at morgan stanley. also senior equity strategist. it's good to have both of you on linda, your take on where we are here we have this nice rally going, a little bit of upset over the past few days. where do we go from here >> well, it's actually been one of the strongest starts to a year on record, almost wherever you go with the exception of oil and the u.s. dollar. a big, big run-up. we should be consolidating now through the end of this month and maybe further. but there's still a lot of momentum in this market and with all -- lots of stocks underneath the biggest ones rallying, it's hard

ralph lauren. anyone can it? i think it really depends on the leather. i really, really.at age where you actually have to wear whatever you want, whatever makes you feel comfortable you know, these are are you going are just fashion are you going to waiting 80 with tiny to be waiting at 80 with tiny short on and everyone's short shorts on and everyone's going have with it. going have to deal with it. well, maybe well, i mean, maybe i'll wear whatever though. there whatever i want though. there are and i look at are in scotland and i look at that. yeah. look like you're going to solve some crimes in the seventies depends on the seventies and. it depends on how and how wear how you walk and how you wear a masculine confidence. well that's thing. but husband are going to resort he he going to resort soon and he he he want me being he really doesn't want me being my speedos as a pack and my pack of speedos as a pack and he doesn't want me he does want to be down the pool and spit on like going to wear this. i'm like i'm going to wear this. i'm to want whatever. you to want wh

ralph lauren. anyone can it? i think it really depends on the leather. i really, really.at age where you actually have to wear whatever you want, whatever makes you feel comfortable you know, these are are you going are just fashion are you going to waiting 80 with tiny to be waiting at 80 with tiny short on and everyone's short shorts on and everyone's going have with it. going have to deal with it. well, maybe well, i mean, maybe i'll wear whatever though. there whatever i want though. there are and i look at are in scotland and i look at that. yeah. look like you're going to solve some crimes in the seventies depends on the seventies and. it depends on how and how wear how you walk and how you wear a masculine confidence. well that's thing. but husband are going to resort he he going to resort soon and he he he want me being he really doesn't want me being my speedos as a pack and my pack of speedos as a pack and he doesn't want me he does want to be down the pool and spit on like going to wear this. i'm like i'm going to wear this. i'm to want whatever. you to want wh

the one that i thought was most harsh and wrong, we got a downgrade of ralph lauren today.the best of anyone in apparel. what is that all about we have some people who just -- geez, i wish they'd do more homework >> they're down 4%, and a pretty good tape for consumer names, especially travel names today, jim. visa we've already mentioned. but even caesar's, carnival. >> people are traveling. we know that from visa visa's call, al kelly, great job. but again, you can go -- i refer everyone to american express to understand the big change in not buying hard goods. by the way, if you want to link that to the problems with intel, they're not buying anything that's electronic, and some of that does indeed involve intel when you go over intel, i would have liked it if i were pat, i would have preferred to say, look, it is true that others have gotten ahead of us. we're going to have to spend a huge amount of money, perhaps we may not be able to maintain the dividend we have $28 billion in cash, so it's not a problem but the problem is getting the machines can we get in line for

o l right now and will not be able to get the numbers, because matt gates and your friend lauren boebert's, ralph neumann, all these insurrectionists, andy biggs in arizona, these guys don't have tangible things that they want. they want to be anti the left, to troll, be performative. they want to get their things about donald trump, some of owen's kevin for that reason. >> lauren boebert does not actually know how congress works. she thinks into a speaker, that they're not actually spending any money, not realizing that the budget has already passed, the train has left the station. and you, kim, simon, not going to sign off for the last names, because i still cannot pronounce answers. thank you all for being here tonight. before we go, i want to give you a quick reminder that we are getting the jobs report at 8:30 tomorrow. economists are expecting a strong one. coming up, what is all this chaos, what does it mean for the biggest loser, the twice impeached former president and his influence over the party seems to be doing. and later, a very serious conversation, former capitol police chief, ste

lauren boebert's proposal to reduce the linkage between the nrcc and the steering committee process. gary palmer's proposal to cap spending on suspension bills. ralph norman's proposal to limit leadership reports and make conference more about engaging all members. chip roy's proposal to provide a five-day notice for suspension votes. dan bishop's proposal in privileged resolutions. additional conference meetings ahead of key votes. bob good's proposal on stand-alone appropriations bills. andy biggs' proposal limiting suspension waivers from committees. co-sponsored amendments in order. affirm 72-hour publication of bills before calling for a recorded vote. and end to proxy voting. an end to remote participation in committee work by members of congress. an end to the gephardt rule. cut-go instead of pay-go and an end to en bloc suspension votes. a major reform worked out with morgan griffin, what we hope to call the griffin rule, on single subject bills subject to jermaineness points of order and amendment. diverse view points on every committee. lastly, a church-style commission was added to the judiciary committee focused on the abuses our own bi

lauren fox is there. wow. the math problem for kevin mccarthy. better? worse? same? >> reporter: exact same place. in fact, just got off the phone with one republican, ralph norman, who told me he is still a no on kevin mccarthy. was one of those five never kevin votes who is saying this morning that he still has not seen enough from mccarthy to turn around and vote for him tomorrow on the floor. that leaves mccarthy short the votes, and it leaves mccarthy's allies ready for a floor fight coming around once in a century. last time saw multiple ballots in a speaker's race. as you said, many things kevin mccarthy tried to do over the last several weeks to try and win over some of those conservative holdouts. so far, nothing he has done has changed the arithmetic for him tomorrow. one of the things he tried to give them yesterday, lowering threshold of number of republicans it would take to go to the floor and request a vote to oust the speaker. the number now, majority of the conference, but he's saying he would be willing to take it as low as five, john. still wasn't enough. including for one republican matt gaetz on the call saying he was still a no. john

lauren boebert's proposal to reduce the linkage between the nrcc and the steering committee process. gary palmer's proposal to cap spending on suspension bills. ralph norman's proposal to limit leadership reports and make conference more about engaging all members. chip roy's proposal to provide a five-day notice for suspension votes. dan bishop's proposal in privileged resolutions. additional conference meetings ahead of key votes. bob good's proposal on stand-alone appropriations bills. andy biggs' proposal limiting suspension waivers from committees. co-sponsored amendments in order. affirm 72-hour publication of bills before calling for a recorded vote. and end to proxy voting. an end to remote participation in committee work by members of congress. an end to the gephardt rule. cut-go instead of pay-go and an end to en bloc suspension votes. a major reform worked out with morgan griffin, what we hope to call the griffin rule, on single subject bills subject to jermaineness points of order and amendment. diverse view points on every committee. lastly, a church-style commission was added to the judiciary committee focused on the abuses our own bi

lauren boebert's proposal to reduce the linkage between the nrcc and the steering committee process. gary palmer's proposal to cap spending on suspension bills. ralph norman's proposal to limit leadership reports and make conference more about engaging all members. chip roy's proposal to provide a five-day notice for suspension votes. dan bishop's proposal in privileged resolutions. additional conference meetings ahead of key votes. bob good's proposal on stand-alone appropriations bills. andy biggs' proposal limiting suspension waivers from committees. co-sponsored amendments in order. affirm 72-hour publication of bills before calling for a recorded vote. and end to proxy voting. an end to remote participation in committee work by members of congress. an end to the gephardt rule. cut-go instead of pay-go and an end to en bloc suspension votes. a major reform worked out with morgan griffin, what we hope to call the griffin rule, on single subject bills subject to jermaineness points of order and amendment. diverse view points on every committee. lastly, a church-style commission was added to the judiciary committee focused on the abuses our own bi