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simon baker, you have been short this name you said for a week.en in good position to see this. i'm just wondering if all of the talk of the currency fluctuation is somewhat overrated, if it's no different than a retailer trying to blame the weather. those look at proctor and gamble saying this is as much a management issue as a currency issue. >> i've visited proctor and gamble in gengeneva. they brought us pringles and pampers and innovators for 100 years or so and bob anderson sent a note to the employees they're not doing enough innovations. you're there for 20, 30 years. they just announced to save $10 billion over the next 5 years. 6,000 people lose their jobs. it's tough to be an innovator looking behoond your back to lose your job and they have a big problem. >> one problem -- there are also those who say that the culture was the strong point and turned out so many successful senior executives, it's amazing. so it's quite a change that's taking place and lost market share and key market share to their competitors. >> yeah. true. and keep i

let's listen to what simon baker said about u.s.teel a few weeks back. >> you are much closer to the bottom than you are to the to be. i would rather be a buyer versus a seller of it. >> pushing over the 50 which is a strong support level. could be above it. >> here is a metric that apt on your side. >> the price right? i guess so. >> you walked into this one. down 30% since the call. >> for basically the last couple of months i have been saying we are flat on the year. for me, trying to marry those two, i was burned by it. i should have listened to myself. you are definitely catching a falling night. basically 7, 8%. probably lower to 7. at this point it is anybody's bet. i think you stick with the season alty. >> the last time i take an idea from him. that's all i'm going to say. in all seriousness, the technical buy was up. you are going to have a stock loss. it looks interesting right here. looks attractive. it could be a nice move. >> that is actually the best point that simon made ichlt goes against you 3, 4, 5%. >> all right.

this was given to us by our "fast money" friend simon baker.can see the first round of qe 1 markets up 80%. second round, up 33%. then the twist plus the ltro at 29% return here. >> each of the returns has been a little bit less. talk about pushing -- >> less and less. >> i don't think the markets. look what happened. we announced the spanish bank bailout and markets went down. spanish bank bond yields are wider two days in a row with at least some legitimate talk of what's not structural improvement or more europe for europe which is the right thing to do for them. i'm not saying it's what anyone should want for themselves. it's what they have to do to change. spanish banks are blowing out here. you have a big vicious circle between the sovereigns and banks not getting better. i'm not sure the markets can rally in the same way. >> one of the big factors is market expectation. again, the market isn't the economy. what the fed has not got out of this is economic growth. what happens is you get asset price inflation. oil goes up and real inflatio

. >> simon baker? >> goldman sachs increasing the buy based on the housing recovery. >> and the pop for blue lobster, after 33 years of lobster fishing, bobby stoddard thought he'd seen it all. that's until he hauled in a rare blue lobster off the coast of nova scotia. it has a genetic disorder. it exists in one out of every 2 million lobsters. >> maybe there is a place for the epa, simon, after all. >> bp was drilling there. >> seafood fans would like to shell out big bucks. stoddard is thinking of donating his catch to an aquarium. blue lobster. coming up, the rising dollars is becoming a major drag on some companies giving others a boost. we're trading the winners and losers plus the best way to play a commodity that is surging 9% today. how do you know which ones to follow? the equity summary score consolidates the ratings of up to 10 independent research providers into a single score that's weighted based on how accurate they've been in the past. i'm howard spielberg of fidelity investments. the e