is tjx beginning to get market share? technically it looks like tjx bottomed. it is a name that if it reports solid earnings and good guidance, i'll buy it. >> doc, when you look at the performances here of the stocks, home depot's up 24% year to date. ralph lauren, 25%. gap 32%. i'll throw best buy in for the hell of it. 125%. lowe's gets downgraded on valuation. have the stocks gone too far? is there still room? >> we're up on that six months, scott. we talked about it in november after sandy hit and said it's a six-month play. you look at because of what they provide for the building and repair space and home depot and lowe's and all of them seem to be topping out here as far as that space. i think they take a rest. i don't think they have to make a 20% correction. however, ralph lauren, a stock you mentioned there, i think they're doing almost everything right as far as they don't stick with losers. if rugby isn't working, they push it aside and move on to something else. this week i'm watching target and sak's because they have rotated to macy's on that tr

tjx is doing very well. target is missing and walmart is missing and maybe that is again the cohort that did get stung and weather is not -- weather does matter because there were a lot of people like manny that is a good merchant who told you, look, we had an extraordinarily bad start to the spring weather because no one wanted to buy spring clothes. it was too cold. so let's buy it, let's not be totally negative about this. they seemed to cite weather regardless of what it is. >> i'm trying to be forgiving. even when there's good weather there's reason why good weather kept people from buying. >> they guided to flat and came in minus .6 and that's the worst u.s. comp since q-3 '09 and the stock's done well. >> tjx not blaming weather, kohl's, not blaming weather. >> what did best buy blame? >> i can't watch cnbc anymore. we own that too, right? >> yes, we do, indeed. it is a conundrum, but i do point out that apparel is a great -- when it comes to weather and some companies have been able to figure it out.

here we felt the disappointing results in jw nordstroms could pretend weakness in tjx. although jwn at the end of the day got dinged. that's remarkable, too. it was a big disappointment last night. still the retailers have run too much from my taste at the moment. at a certain point, you get a nose bleed. after the bell we hear from a very interesting company because of a situation developing called net app. everyone called it end app. the symbol is netapp. it's currently the subject of hedge fund activism. this time it's from elliott management, remember them from hess? they just got people on the board. they want a new end team as well as that $5 billion in coiffeurs returned to shareholders. so what's nettap response going to be? let's take a listen as i know my partner david faber will. we are both fascinated by this one. wednesday, more retailers. yeah. more worries, target and lowe's let us know how they're doing. perhaps target has been able to stand taller than walmart, and perhaps kohl's, and therefore the stock ran, but i don't want to bet on it unless it come

tjx. starbucks, we got to get a health care company. we have health care.et an industrial in here and let's sell nation star mortgage, ring the register there. we'll bring in, let me see, what do i want there? why don't we bring in a technology company? i'm going to say, you know what, homage to david faber, i'm going to recommend hewlett packard. can you believe it? hewlett packard. i just said it. that's because of the dell deal. the dell deal will make it so hp is king again. that's a nod to david faber. thank you all for playing am i diversified? you want a good, long short pairs trade like the hedge funds are talking about? a combination of something you want to sell short, a stock bet against something you should buy, another stock. how about selling the stock of procter & gamble. now that the company let ceo bob mcdonald go and replaced him with his predecessor, and then buying a similar package player to hedge the short out. this is all about execution. you are making a bet one company will perform better than the other regardless of the overall sec

here we felt the disappointing results in jw nordstroms could pretend weakness in tjx.hough, barely at the end of  got d. that's remarkable, too. it was a big disappointment last night. still the retailers have run too much from my taste at the moment. at a certain point, you get a nose bleed. after the bell, we see a situation developing net app. everyone called it end app. the symbol is netapp. the time it's elliot management, remember them from hess? they just got people on the board. they want a new end team as well as that $5 billion in coiffeurs returned to shareholders. so what's nettap response going to be? let's take a listen as i know my partner david faber will. we are fast netted to this one. wednesday, more retailers. yeah. more worries. target and lowe's let us know how they're doingment programs target has been able to stand taller than walmart. perhaps it can be like coles kohl's, the stock ran. i don't want to bet on it unless the stock comes down ahead of the quarter. maybe the retailers on tuesday are weak, these stocks come down, then we can rethink

other retailers, including jc penney, kohl's, and tjx companies, say the settlement is "inadequate" and protects the card companies from future antitrust lawsuits. visa and mastercard are not commenting, but have said in the past that they're confident the settlement will get final court approval. here's a way to keep the shelves stocked: tie executive pay to keep the shelves full. that's the way it may go at wal-mart. bloomberg earlier reported that a reduction in workers had made it harder to keep stores fully stocked, something shoppers like to see and something wal- mart was known for. with in- store sales slipping, the word from headquarters is now "keep 'em full, or else." specifically, if managers and certain executives can't keep store shelves brimming, they may have their pay cut. that's one of several compensation metrics that'll be voted on at the annual meeting on june 7th. federal budget cuts are hitting where it hurts. the $85 billion in cuts have had the biggest impact on the poor, sick and elderly. legal aid, school programs for low-income kids, and meal services for sen

tjx up 7%. ross stores up 7% or 8%.umbers considering what's going on. >> thank you, bob. people at black rock and other guys have trillions. >>> thanks, jim. first we had an auction yesterday that was a 10-year so there is a new guy that is the current on the run. there is a bit of comp distress based on yesterday's settlement which in many ways was the old guy. but none of that truly matters. what really matters is the next chart. you see the way we're moving up and have challenged the 1.80 level. now we've been talking about the technical nature of 1.80 as a pivot. the left chart was defined by it, the right side is defined by it. this is kind of home based. in a very generic way. 1.62%. you end up at 1.80% right in the middle. if you consider that the dax, in my opinion -- if you want to know what's going on with risk on, risk off, with europe in general -- that's the stock market you want to pay attention to. it is hovering at all-time highs, in many ways similar to our stock indexes. however, it is flat today. mos

consumers continue to spend in names like nordstrom, home depot, carmax, tjx, the paint of tjx and marshalsreilly -- lowe's and o'reilly's and urban outfitters. the majority of these i ran through them, they all cained about 20 or 30% each one year-to-date. so a lot of great performers there. back to you. ashley:. ashley: nicole, thank you very much. we'll be back with you in about 15 minutes. tracy: coming up netflix shares more than tripling since august. billionaire investor carl icahn was along for the ride, lucky dog. gerri willis is on the story next. ashley: first, how is the dollar moving on a day the market cost continue to move higher. it is a mixed picture. british pound is up a little. we'll be right back. ♪ [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros wi dedicated chats and daily live webinars. and trade with papermoney to test-drive t market. ♪ all on thinkorswim. from td ameritrade. hour i'm arthel neville with your fox muse minute. detroit has hired a new police

tol, tolle, tjx for t.j. max. >> let's see, interesting, interesting names. okay. was thinking national semi conductor. it's a mortgage, toll brothers, housing play, a problem there. gilead the great biotech. t.j.x. starbucks, we got to get a health care company. we have health care. let's get an industrial in here and let's sell nation star mortgage, ring the register there. we'll bring in a, let me see, what do i want there? why don't we me in a technology company. i'm going to say, you know what, homage to david favor, i'm going to recommend hewlett packard. can you believe it? hewlett packard. i just said it. that's because of the dell deal t. dell deal will make it. that's a nod to david favor. thank you all for playing am i diversified? ♪ [ agent smith ] i've found software that intrigues me. it appears it's an agent of good. ♪ [ agent smith ] ge software connects patients to nurses to the right machines while dramatically reducing waiting time. [ telephone ringing ] now a waiting room is just a room. . humans. even when we cross our "ts" and dot our "i's", w

clearly you have to believe tjx is killing them. >> if the jcpenney quarter was so bad the stock is downlot of the negative news is priced into jcpenney and it's held the 14 level so many times and enough big money come in since it held the 14 level a lot of people were talking about it breaking ten, going to single digits. it didn't. now this quarter trading off a little 60 cents on this news i think there's more upside to jcpenney if you get any sort of improvement whatsoever. >> we talked yesterday about this being like a flush, they were going to throw the kitchen sink. >> you were buying jcpenney yesterday. >> i did and flipped it on the close. the stock moved in the initial action afterhours. i did sell it higher than i bought it. >> why did you buy it back here? >> i'm getting ready to. i have a three-day rule. >> don't do it. flush your money. >> they're giving you a 3% rule. >> 3% is nothing. >> it's made a pretty big run from 14 up yes. >> murph talked about 17 or 14 rather i'm talking about 17. if i can get into this one, judge, at 17 which right now i could do that by selling

week highs, every month, wheel penney is finding to hit a 52-week low every quarter, macy's, kohl's, tjxplayers, everybody's hitting highs. they're getting all their same-store sales increases from pe penney's. they're accounting for over 100% of the decline in the overall department store sector. this is quite catastrophic and hopefully, we're hoping for the best for penney, but fearing for the worst. >> with all due respect, it sounds like you're overstating it a little bit. catastrophic may have been before they lined up their financing. the bear case has become harder to make. if the company has lined up the financing, right, so most of the street thinks that they've got a couple years leeway now, at least on the balance sheet. and they can get the sales turned around by any stretch, then how is it catastrophic? >> catastrophic in the sense that a lot of firms have gone to private equity for slbs, sale leasebacks, as penney has done, it adds a lot more liquidity, but the cash burn at the company is so severe, the consumers are looking at common denominator pricing that's about 40% of

i still go with the discounters and i'd go with tjx. >> catch more with rich ross on "talking numbersers hosted by the one and only brian sullivan. you want to check that out. >>> next, date? dump? or marry? if jamie dimon leaves jpmorgan. actually, we did that. the results are coming up next. >>> a great day or nausea? it's all about timing. same goes for stocks. tonight we're looking at theme parks. bucking up because "mad money" is coming up next. they considered all her assets, even those held elsewhere, giving her the confidence to pursue all her goals. when you want a financial advisor who sees the whole picture, turn to us. wells fargo advisors. who sees the whole picture, turn to us. ♪ (train horn) vo: wherever our trains go, the economy comes to life. norfolk southern. one line, infinite possibilities. [ agent smith ] i've found software that intrigues me. it appears it's an agent of good. ♪ [ agent smith ] ge software connects patients to nurses to the right machines while dramatically reducing waiting time. [ telephone ringing ] now a waiting room is just a room. [ static w

we've got home depoet, medtronic, auto zone, best buy, dick's sporting goods, saks, tjx and intuit. >he obama administration today about the irs scandal. the senate finance committee will hear from the chairman inspector general. on monday, the white house said two senior aids to president obama were aware of the treasury report weeks before it was made public. >>> and jpmorgan is holding its annual shareholders meeting in tampa, florida, at 10:00 eastern. in toef, the proposal to split the combined role of ceo and chairman currently held by jamie dimon. kayla touchy joins us from tampa with more. kayla, good to see you. how is this going to play out? >> hey, ross, good morning. this is the second year that this meeting has been held here and it's symbolic because the bank has been expanding notably in florida and california. especially among its retail presence of those chosen to gather here. and what's on the docket will be pretty standard. approval of auditor pwc, re-election of the board and approval of the compensation. but the most controversial and the most critical of the comp

this is the, tjx owns both tj maxx and marshall's and ross stores as well.ows frugality of customers. overall april was a tough month for retail sales. costco, also limited brands missed expectations. as i noted tj maxx better and ross stores one of the winners as well and gap comes out after the close. we're watching retailers. back to you. lori: and we're up to date. thanks, nicole. ashley: greece unemployment hitting all-time high of 27% with 60.2% youth unemployment rate. earlier today greece's finance minister says the country's recession-racked economy will begin recovering next year. what are we missing? we have the managing partner of spotlight ideas. welcome, steven, from westminster there behind you. what exactly is this greek finance minister smoking in what does he see that we don't? >> this is extremely good question, ashley, because you look at the metrics. the gdp will contract 4 1/2% this year. that follows from a 6% contraction in 2012 and 6.5 in 2011. the country we know is on its third wave of bailouts. what he is hoping is that there migh