a name that might be a bit topical is tjx. say it's topical because one of the things they have going for them is they're taking significant market share at a time when companies like jcpenney, kohl's as well, are sacrificing shares. tjx has proven their ability to take share over time. earnings growth should be at least 10% this year, and the valuation i don't find at all challenging at about 16 times earnings. >> do you sti thil there's a lot of values in the market? are stocks cheap? >> i think so. i know everyone is focused on the fact that the market is near an all-time high, but it hasn't gone anywhere for 13 years. i was in the market in 2000 basically the s&p is basically the same price it is now as it was in march of 2000. so i don't find a value particularly challenging with a marked around 15 times earnings and ten-year treasuries around 2%. >> a name our guys like on the desk, they've talked about it before that you have is aig. talk to me. >> yeah, sure. the p and c industry is experiencing good cyclical recovery.

limited tjx, costco, you can see, shares are trading lower.is a weird month. >> pretty weird month. stick around, courtney. let's ask the question, who is getting it right these days, catering to women specifically really pay off? joining us is consumer retail analyst, rick snyder. retail specialist mary aetna. mary, who is getting it right? >> macy's continues to get it right and vertically integrated retailers in the middle of the mall getting it right. and pretty much ch hicos. depends on the age rage but there are a lot of them doing very well. >> rick were for you, any surprises or disappointments? >> i thought the gap was a little business after surprise. i thought ross stores was a bit of a disappointment. it is unusual for them to miss. >> let's get to the issue of hello winners. with jc penney, with hello bread winners. and women entrepreneurs around the world. and is the professional woman, you think it will pay off? >> i think it will pay off for the macro level. for jc penney, i would be more worried about bringing the customers ba

yeah, so i like tjx because they kind of do well in any environment. and the stock has been flat since the summertime. it's done nothing. they just put up double-digit revenues and earning s growth. i also like nordstrom a lot. people hit the stock a lot because they're spending more on investments for growth, for market-share gains and the stock is up .5% year-to-date. and the tile shop holdings, a name that i like. i think that story can grow 25% comps, 30% earnings. and it's a play on housing. >> josh, you're not seeing it really show up in the market yet today in terms of the broader market performance. we're still a touch negative. what does this number mean for how you should play the rally from here forward in the face of people calling for a correction, people saying it's going to happen sooner rather than later, depends on the severity of it. what's your move? >> okay, a couple things. and i don't mean to be the spoiler. the market is not reacting boisterously to this beat because mostly, ahead of the expectations beat, it's as a result of hig

but i do think when you're looking at the competition, you could through in a tjx, ross stores and some of those, as well. >> with target, you know, this has been a pretty interesting run for the stock. they are showing growth. the canadian story is where people are getting excited. that had been a component of their earnings model. that's something that's starting to turn. >> all right, let's get to the traders and their top trades today. stocks posting a late come back and the dow closing at the second highest level ever. so, we kick it off with the top trades for today's session. pete? what was your top trade? >> if you look into the financials, you go to to the sub-sector, some of theishness names, you see what we've seen over the last couple of weeks, a lot of options paper and movement to the upside. when you look at a short, radion flying to the upside. but genworth's hit on our systems multiple times, including today. extreme activity to the upside. folks reaching up for over 26,000 of the april 10 calls. that's a name i jumped into, as well. i don't think this is over. i think

you can go to homegoods, tjx homegoods and marshalls where i got my first suit and i went into goldman sachs, and the guy said it looked like you got the suit at marshall's. i did. what's the matter with marshall's? no, go to -- but i do think that the williams-sonoma quarter was a breathtaking quarter from the point of view of the consumer willing to trade up again and again and again. and nike, by the way, it ain't cheap. >> no, they're not. i know you go to the jersey outlet with me. >> i probably should because i end up paying full price unlike 57th street or 59th street. nike has a fun experience now. >> you go there for fun and buy elsewhere. ♪ ♪ ♪ >> okay. it's been a busy week for ipos and it's about to get busier. this is the busiest week of the year for ipos and three companies making wall street debuts and in fact, we'll bring you all of their opening trades and an interview with the ceo of marin software and blackberry, pinning its hopes for the new z10 phone. can you bet on a strong start out of the gate? let's take a look at the futures on this friday. it will be a higher

max, tjx, this company has quietly moved up and it's been stalled for a long time.he kinds of inexpensive retail names i like. re inexpensive retail names that sell inexpensive goods. >> we'll get some data coming up at the top of the hour and new home sales and we'll see whether those stocks begin to play anew given what kaye shiller did. >> weren't those numbers from kaye shirl stark? >> yes. what concerned me was what blitzer said about the exit that all of those funds are now investing and they're all getting in at the same time. they timed it, right? on the way in, imagine what their exit's going to be on the other side. >> think if homebuilders billed 1.5 million instead of 1 million they could be in trouble. when you buy something you can rent it for a very good cash flow because uncle ben with the good rates. >> that's true. take a look at what's going on in banking and the european banks are telling us a very different story here particularly among the spanish banks. we have santander down 1.5%. bbba down 22% and there are cracks in the financial stories th

meantime, target, tjx and williams sonoma among the retailers hitting new 52-week highs. melissa?t what the charts are saying. mart mutin from execution partners. the s&p 500 has backed away a bit from 1565.15 which is the level oui watching. you're taking a look at a chart that a lot of technicians have flagged to me as being a canary in the coal mine, if you will when it comes to this rally and that's an s&p 500 versus copper, correct? initially, we'll take a look at the s&p going back since the 2000 highs and as you see, things have been resilient and we're coming close to highs that we're seeing in both 2007 and in 2000. it's not necessarily a green light to buy stocks as we move to new high territory and there are fewer and fewer stocks making new highs and europe peaked a few weeks ago and that's started to fatter and you see triple top on the s&p. we barely got above the highs in 2000 before reversing and just because we're at new highs isn't necessarily a green light to be long stocks. >> that is one of the reason yes this may not necessarily be a reason to buy at this poi

you don't lose billions of dollars of sales in a gap, macy's, tjx doesn't benefit. the clothing is more in sync and on trend helps. >> why wouldn't we see that show up in everyone's case, though? >> i think one of the things that's happened is gap has been broken for longer and the fact that gap is coming back now, it shows up more. it's a better directional trend. >> where does gap -- where does gap reside in terms of your list of favorites? >> it's been one of my favorites for 2013. we picked it at the beginning of january and we're sticking with it. >> we had an amazing year last year, right? i mean, i wonder how early you went positive on gps. >> we've been poz fif for a while. what i see going forward for 2013, strength in margins, the fact that you have the creative advisers there, the acquisition is more important than people think. it allows them to have the insight into what's happening on the fashion side to interpret it for the mass businesses of gap and banana. i think it's encouraging. >> separate from the results themselves, dan tha, we went through th