terry lundgren may like the fact that january's weather is good. home depot likes to set the barlow for the spring selling season. christmas is their holiday and then they blow it away. home depot is where you go, it's not this quarter but it's the next quarter. the next quarter will be bigger. these guys are so good. i remember when bonnenioff came there, salesforce.com, they understand the customer better than anyone. they knew exactly when we needed stuff. it was scary. they're in your head. i like amazon if you like man in the high castle, amazon was like if you have windows problems, we have windows. wow, we have windows problems, how did they think about that. >> we'll talk about depot, what toll said today. >> people are getting too negative. try to get one of those places in brooklyn. two, three, four. i should have bought one. i should have gone in for a half dozen of those units. >> you should have. >> you should have with me. >> and let us get a taste. david and i are ready to pitch in. >> too late now. we're in bushwick. 600,000 for a o

what did you think of terry l d lundgren and macy's? >> i was surprised.guided down. but the forward look was very positive. just because you beat numbers that were guided down before doesn't mean they -- let's say that wasn't nearly as important as the fact they gave a very good forecast. i've been waiting for that. this is the first of the department stores that actually did well. nordstrom did not do well. walmart obviously more of a discounter didn't do well. this was a terrific quarter for terry. even though the comp store sales were down, it was a great quarter to see them actually beat. because, you know, a lot of people root for him. >> what do you have coming up? >> we've got, geez, we have greg hayes. united technology. david faber broke that story yesterday. probably the biggest scoop of 2016. we'll find out what the deal is. i think it was a deal toned all deals if they can make it work. sounds like united technologies doesn't feel like it's such a terrific thing. david will have the news, i'll have the analysis. >> we'll see you in a couple mi

mationy's big week, terry lundgren, did you hear him? talked about that cold weather. >> he's crazy. >> that does it for us. see you back here on monday with more "fast." "stay with us. "options action" begins right after this break. tomorrow starts today.york state all across the state, the economy is growing, with creative new business incentives, and the lowest taxes in decades, attracting the talent and companies of tomorrow. like in buffalo, where the largest solar gigafactory in the western hemisphere will soon energize the world. and in syracuse, where imagination is in production. let us help grow your company's tomorrow - today - at business.ny.gov ♪ no, you're not ♪ yogonna watch it! ♪tch it! ♪ ♪ we can't let you download on the goooooo! ♪ ♪ you'll just have to miss it! ♪ yeah, you'll just have to miss it! ♪ ♪ we can't let you download... uh, no thanks. i have x1 from xfinity so... don't fall for directv. xfinity lets you download your shows from anywhere. i used to like that song. >>> didn't you get the memo? it's all good or

what would your advice to terry lundgren be? advice told not give him. he has a business.hink laying out the business as a reit is the answer to the underlying business. the reit model is all about long-term growth and value in real estate. to me, it is not a mechanism to create a benefit for financial purposes. it is about how to get real estate in the hands of a broader audience. vonnie: if the step outside retail reit's, and i think we are going to pull up this graphic of their performance in every sector, where do you see where the -- the performance where they happen suffering and, you know, maybe mergers, asset buys or so forth? comesook at, it really down to company by company and you have to look at those growth plans. a rising tide lifts all boats. i do not think that will be the case in 16 and 17 and 18 because of what i said previously about where we are today. you have to look at specific company business plans. i would not lump all of these in one place. pick a company where you believe in the growth plans and put your money there. vonnie: [indiscernible] cert

terry lundgren in that interview yesterday said, how many cars can they buy? it comes to autos and home improvement, that's where the action is. department stores, not so much. >> yeah, i mean, department stores have probably been under the most pressure, particularly as the apparel cycle is just not all that exciting. you look at a home depot, yes, they benefitted from the weather, but their comps accelerated in a huge way on a two-year basis. people are spending on their home. they're spending on cars. they're spending on technology. they're not so much spending on what they wear. >> unless it's sporting apparel like a lulu lemon or nike. >> yes, but also, i think you have to worry about all the copy cats coming into the market. primark, who just has a couple stores in the states, they do an amazing who,o amazing workout line. the bottoms, the leggings, are about $10 versus $100 at lulu. >> what about on the high-fashion end? any positives you can look at, at the moment? >> yeah, so you were just talking about brexit and the weakness in the pound here. a sli

terry lundgren two days ago said the weather got colder. one of the stocks i think you can own as well is coca-cola. tim talks about this name as well. 44, 44 1/2. had been a double top. it's right there again. i don't think they're triple tops. >> the ultimate emerging of the trades are the markets. check out mexico. eww, to me, brazil, by the way, folks, up on the year. if you think the dollar has peaked, i do, you're in a place where emerging markets have a respite, if nothing else, and there's a trade here. and again, i've said trade in the eem between 29 and 31. if you want to fundamentally own a couple of countries where you're not buying a company, and you don't have the credit risk, mexico is a very interesting place. i would own that here. >> this may sound a little weird, but you saw sales for force.com down today. they lowered their 2017 guidance. they put up a 25% revenue year over year. you don't buy it because of valuation, there's a strong secular shift here. the company's executing very well. if you remember back to last apr

terry lundgren joins us on set. let's talk a little bit about the numbers.t can be challenging for this industry but they still improving their numbers even though the overall seems to come in below estimates. >> they did see a bit of weakness after the terror attacks in paris but they're really focusing on this strategy of load active, yield passive. so they saw passenger numbers up really driving a lot of that with lower fares. the response of the terror attacks in paris went on -- they offered lots of cheaper fares and helped boost load factors and that helped drive the earnings. anna: we have seen fuel prices fall significantly. not all airlines are created equal in the sense of a hedge to different degrees. so what is the secret for the season, which ones will actually benefit? >> reiners sing in q3 they saw the fuel per passenger cost down about 10%. much of this improvement will be coming through in the next fiscal year. in windfall will be coming fy 17 all stop they have been using it to drive lower fares, but it will be waiting on yields. we are tal