i also like tjx, so much that my charitable trust owns it. find tjx to be more similar to penney's than people realize in the sales it runs and the merchandise it sells. it should be bought here. kohls should be a big beneficiary because of similar merchandise but that growth retailer seems to have completely lost its way. gap works. its clothing profile is similar to the clothes penney's sells. check it out. i did, ahead of the show. i think you'll agree. why does it matter now who is gaining on penney's? we are going to get same-store sales from all these retailers this week and we know from pvh's manny chirico that march was soft because of cold weather. so you may get your chance to buy these winners when we hear the numbers, especially given that some of the better stores don't even report monthly numbers anymore. and many of the worst ones do. so i expect on thursday they're going to knock down all retail. to me the cheapest of all these is tjx, boosted its dividend by 26% and announced buyback of $1.3 billion. tgx is the one ackman sho

at tjx, what makes them -- >> we'll try again, travelers, all-time high. >> if you look at tjx -- >>is trading down. >> because kohl's never took any paper away from them. kohl's was never in competition. it was macy's and others. >> kohl's not having the supreme issues jcpenney was, how are they going to recover? >>> josh lipton, you have been listening, what do you is? >> check out natural one, we got inflation today from china meaning policymakers have more runway to stimulate the economy if needed. good for the economy and materials. also, the better china data means we are also seeing some short covering, analysts say. back to you, scott. >> cliff, guys, who wants it? doc, a thought on cliff? clf? i can't imagine it's a good one. >> well, no, actually, it would be. there have been a couple plays in here, i'm not long on it right now, i wish i was. i was long at 18 and change and got out for a nickel or dime because i got so scared the thing might go right back down. >> look at it down 40%, 50% today. >> i don't care where it came from, i care where it is. and there just wasn't e

. >> you still like tjx as your top pick? >> very much.ctually what's interesting is the company said that once the weather normalized in march and in the beginning of april, comps actually improved. and they expect 6% to 8% comps in april alone. so real nice rebound no that stock. >> and we talked about the big buying. bought at nearly 1 million shares. ton of puts. they're profiting mightily. >> well, big doings in retail with same store sales numbers out and continued fallout jcpenney after the run. so here to break it all down is kimberly glereenberger. what do you make of the numbers first and foremost that we're getting today? >> the numbers today i have to say are less bad than feared. remember, though, we got some of the hire qualigher quality reta reporting this morning, limited brands and ross and tjx very solid numbers given their exposure to very cold weather markets. so the numbers today i would say are less bad than feared. you can see the retail tape is really taking off today. and i think that is investors looking forward t

>> tjx company . the stocks are perking again. and i think it has a defensive component of being a discounter with the market in trouble here . >> it is said that we look at discounselers, adam you like this one? >> i am sure it is terrific and jerry is a good stock picker, but the subject is emergency. i don't like the stock pick . >> what do you like for emergency? >> tips for example . inflation protection securities and your goal should be as an investor to have a cushion and you need cash or cash likes. >> ben bernanke said we don't see inflation miles down the road. >> i am sorry to say adam is a great stock picker and great day. the average dates are too long. >> what do you like ben? >> the buy theke

tjx, wal-mart, new highs. ashley: got that in. liz: tjx. here come the bells on wall street. look at these stock indices on your screen. keep in mind these numbers are still settling. a flat-out win for the dow jones industrials. another record up, 59 points. look at the s&p at 1568. we're watching that closely. russell 2000 is down a quarter of a percent. that was not a winner. nasdaq saw 15 points of gain. ashley: a big day for gold. we're keeping an eye on this as the metal settling at a one-week high. that move buoyed by weak in the dollar and bargain hunting over the metal's big losses over the last week. liz: these things are volatile. first solar was volatile to the upside. biggest mover of the day up 45% after the company forecasted 2013 earnings and revenue well above wall street estimates. don't count solar out. the stock hit a new 52-week high as well. ashley: shares of widely-held microsoft among the most actively traded stocks today. why? the company says it is stepping up on pressure on eu anti-trust regulators at that take action against google and mobile techn

. >> and tjx trading record high. consumers going to that retailer. holdem or foldem?i just checked with my mom who is in there weekly, she says things are good there, but i'm going to foldem. this stock trades at a premium to other retailers in the space. i think the stock is setting up in a nice base here. if you get it back to 44.5, it's a good one. >> coming up next on "fast," there's a new housing ipo on the block. we'll have all the latest details right after this. ♪ [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim. from td ameritrade. is its own reward. but there's nothing wrong with enjoying a little extra reward. ♪ that's why southwest built a better rapid rewards program with unlimited reward seats, no blackout dates, and points that don't expire. rewards that actually reward you. we are southwest. welcome aboard. before the three- a

not nearly enough talk about the rallies in wal-mart, target, macy's, tjx, bed bath, and ross stores.re's too much pin the tail on the government already and not enough focus on the actual strength of the consumer as the retail sales of the actual stores we follow and not the commerce numbers. if you listen to the political junkies, you would be short every stock that you wanted to be long, and you would have been blown out of the game. of course, not all is well. if it is the government's fault, as jp morgan told us today, there isn't a lot of small business money, and that's a key source of employment to keep things going. the sequester will impact some spending, although i believe not as much as we first feared. government seems to have done its level best to destroy the very confidence that business people need in order to be able to expand their operations. still, i am going to keep pushing the notion that positive is as varied as lower gas prices, refinances, and the wealth through health and wealth and trump the negative chatter you keep hearing. try to put in context this rall

. >> tjx continues to deliver it. back half of their month will show on thursday that actually things are better than expected. >> you can only own so many stocks. i don't want any brick and mortar retailers clogging up space. >> best buy. >> yeah, i'm not long. i'm not long any of the department stores. i'm not long any of the decount retailers right now. the one i like the best is target but i'm going to wait for it to setback up again. >> the high end one like michael koor kors. >> on the high end, i would buy nordstrom. >> not only is it entertainment, it's a shopping experience as they market it and you still want to go and try it on and see how it looks at you. it's not as big a risk as with best bid and commodity product or some of the others, frankly, like staples, where you can order and just mail it in. the brick and mort ter retailers are in trouble but not the apparel or department stores. >> biggest pops and drops now in midday trading. number one, owens, illinois. >> there's not any news out but jeffries

tjx, cramer fave, told you to buy it ahead of the monthly numbers.f the monthly marks, actionalertsplus.com. up $78.40. big moves. some on the backs of short sellers. family dollar, just yesterday, name of the late federal tax refunds, and the cold weather in march, which contributed to that company's shortfall in earnings. the selloff didn't happen. many companies that did report said things got better going into april. now the retailers aren't expensive but they aren't cheap. they are valued roughly what's known as in line with the market. if the economy gets better they will turn out to be cheap, though. if it gets worse, they will turn out to be expensive. same thing with the big industrials. take best of breeders, 3m, honeywell, united technologies. which my trust owns. they have moved up the chart. but the retailers, they're only as pricey as the stock market itself. they aren't rich, they aren't bargains. if the economy slows in the second half, you might regret paying these prices. if the global economy including europe or china picks up, whi

>> tjx company, great earnings and revenue growth and consistent. i think it has a defensive component as being a discounter where the market may be getting a little trouble. >> we still look at discounters. adam, do you like this one? >> i'm sure it's a perfectly good pick but no, i don't. if the subject is, emergencies, i don't like any of that. >> what do you like for an emergency? >> i would say tips for example and places protected security. your goal should be a cushion or cash or cash like not risky stocks. >> ben bernanke says we don't see inflation for miles down the road. >> i'm sorry to say, adam is wonderful great guy. i don't like this one. average maturity date of the tips, are way too long. >> what do you like. >> for the long haul, spiders, just buy the market, you'll do great. >> you know what, you are consistent. market has been consistent. i wanted to say thanks to everyone. it's been a fantastic show. cost of freedom continues, this is the place to be because this is fox. >> firing back at gun control, some democrats trying to fo

tjx fell by 2%. analysts had estimated they would report a comparable drop of 1%.erly known as limited, now known as l brands, saw numbers up 3%. l brands. wow, that's going to take getting used to. it is the parent of victoria's secret and bath and body works. >>> job creators alliance holding a conference on spurring job growth in america. brad anderson joins us on the squawk newslibrane. he's former ceo of bestbuy. after the jobs report we got last week that was disappointing and concerning numbers on jobless claims, this is something everybody has been talking about. what needs to to happen and what has gone wrong? >> we talked about how it should be a great time to be in small business. you have technology. we should be seeing very robust growth and growth in jobs and driven by the economy that creates jobs, which is small business. it creates two-thirds on a normal basis. we are reducing the in sent and i have making it too hard to operate a small business. it's defeating the other advantage that the fed talked about. that's why we're meeting, trying to see w

i think overall, you have macy, you have tjx, you have a lot of retailers who went after their share. you're not going to get back all the sales you lost, but you can make improvements from what you had. >> dana, one of the huge things were these new stores within a store coming in from j cl penny and the results were pretty good in the areas where they had rolled ott those stores. the traffic has dropped off, steals have dropped off. can they continue doing these at a slower pace? what do you do at this point? you've started rolling out a new strategy. >> i think overall, you have to take a stand and see what's working, what's not working. and you have to get an event in there. you have to get multiple events in there in order to say here is wa we're going to offer you, mr. consumer and mrs. consumer in addition to say the jcpenney that you knew and is familiar with is back. you have to involve the customer to get their foot steps back in there. >> that was one thing that i think ron johnson did a pretty good job. but when the shoppers showed up at the stores, it wasn't the message t

. >> tjx which stephanie owns, this stock looked really bad.remarket because numbers looked weak for the month of march. it was not new news. you look at the stock, it's down $1. next thing you know it is up 16 cents. there is a revaluation quickly when people realize, wait a second, it was the weather. weather did play havoc with numbers and now people are looking through the weather an hearing that april at end of march was very good. this is really important. again shows that the bull is in charge. >>> coming up, rick sherlund. >>> but first -- >>> coming up -- it's april 11th. so, what's the 411? cramer's got it. >>> and it is six stocks in 60 seconds. we'll be right back. >>> time now for six in 60, six stocks in 60 seconds, give or take a few. >> i think the outlook for the summer will be terrific. >> howbeadobe? >> gold man says from sell to hold. >> acadia. >> parkinson's disease unmet. i focus on this because the fda has opened the floodgates. if you have a disease that's unmet they are approving. one of the finest doctors i've ever me

. >> tjx, by the way, has underwear from titans.aiting for them to have brioni. >> let's have a trip. >> you never shop for anything. >> i try not to. >> another black eye for bill ackman. ackman in a major fight with herbalife as viewers know, he's put a lot of time and effort into jc penney, but while his voice was the loudest on the board of directors in the last year and a half it might be somewhat silenced at least that is what you might anticipate. ackman not expected to sell and completely say i admit defeat here, but my understanding of the situation is if the board had had its way some time back it would have gotten rid of johnson a while ago. it was only when ackman finally sorted acceded to the fact, this is not working and they were able to do that. now the expectation is that while bill is not typically shy about voicing his opinion, he will step back a bit and the power on the board has shifted, he's the largest shareholder and he's still on the board, too, even though they cut their share a great deal. >> irony. we kn