people like tj max, ross stores, dollar general deliver value every day. >> okay.'s square that a bit. high-end will do well, that seems logical, they have money and will spend it. the value plays, is it fair to say maybe if the economy continues to do well, maybe not a 5% gdp print but good, that almost every retailer will do well? >> well, only if they're doing a good job at delivering. i do believe the high end will do well. value means real value not fake value. you have to be delivering something consumers want at a price and the internet, if it does nothing else, creates price transparency so you have to provide that value every day or else they'll go somewhere else and shop elsewhere. it's not every retailer. it's those that are doing well. i mentioned the internet because it is the biggest thing going on in retail and some retailers are very advanced on this, take someone like, for example, macy's or nordstroms or walmart done a great job, a target is coming on stronger, best buy, these companies have done a fantastic job of catching up on the internet. not

tj max buying gill group. and whole foods buying blue apron.nd nordstrom buying -- >> so nordstrom has probably been the most aggressive brick and mortar retailer. they did trunk club, a $350 million deal. a the personal shopper service delivered to your door. i think they will continue to be aggressive. and i think it's smart while other companies like tj max and ross stores stay on the side lines. >> you say twitter buying stripe is a long shot. why would they not by square? too expensive? the ties don't make sense. >> i think it's too expensive. and probably stripe is too expensive as well. but it's been talked about enough by smart people they think it's something that as at least been considered at some point. >> and the synergies would work howe? what use to twitter. >> twitter wants the mobile developer tool set called fabric they announced recently. developers just drool over stripe bouz because how it easy it is accepting payments. >> walmart has also been doubling down on e-commerce with limited success. this holiday season we're stil

as far as tj max being a huge beneficiary of what was that delay of shipments from the west coast. a lot of those retailers are going to basically reject some of these goods. a lot of that is going to go right over to tj max and marshalls and i think it is going to be a wind fall for them. >> i agree. whether burlington, ross, tj. traffic has been accelerating. we've seen it accelerate at burlington and the tj. tj is really one of the only ones integrating online with bricks and mortar stores. i think t.j. was more giftable this season than in years past. t.j. underperformed in 2014. it could potentially outperform in 15. and burjt burlington could keep in 2015. >> you always get people hoping to pick the bottom. >> a big slide and a nice pop off the bottom. >> yep. >> is there a reason to own it in 2015? is it going to be a winning stock count intuitively. >> i don't think so. i think you do better in more focused companies. e said clearly he doesn't care if he ever makes money. he he looking at basically his private company and taking a long-term view. and the fact to me that the

tj max, the last ralph lauren. and ebay. charles: hold on. that reminds me of the sesame thing. one thing is not like the other. >> as income expands, we're thinking for next year and beyond, ralph lauren is going to be a beneficiary. charles: big as pirgses. >> marriott. if you saw -- i was an expedia. halo effect from expedi expedia. charles: expedia is under pressure and you're a fan? >> i still am. charles: all right. listen, i know we will get more tweets. i want to read more later on. i admit, for my personally, you can become jaded in this city. people are paying $130 million for an apartment in the sky. other people are wondering how they will pay the mortgage on a hundred thousand dollar house. i think this will seep into the economy. this is america. it's not a political issue. it's the fact we've held tough over the last -- matt: we're serious. we have more of a service company than manufacturing. that goes in line with it. i agree. those wages will catch up. it's just taking time. >> we need to look at, this is one of the reasons they wanted to pass comprehensive ref

for instance marshall's and tj max will give you until january 23rd to take some things back.amline the process. return guru allows you to snap a photo of your receipt and the app automatically sends you a reminder when the deadline is coming up and slice gathers yourline receipts and links to all the return policies so you don't miss your opportunity to take something back although we always say it's the thought that counts. >> that's the truth. thank you very much. >>> and that will do it for "action news" at 4:00 today. for shirleen allicott, adam joseph and cecily tynan i'm brian taft. i'll see you at 10 o'clock. "action news" at 5:00 is coming up next. >> ♪♪ >> "action news." delaware valley's leading news program. with jamie apody degrees meteorologist cecily tynan rick williams and monica malpass. >> ♪♪ >> the holiday season is marred by tragedy for one berks county family. >>> a husband and wife were killed in a fast moving fire and investigators now are trying to determine the cause. >>> monday night rick is off sharrie williams joins us. the big story on "action news