so when tjx reported a terrific quarterback in november and not up to the snuff of tjx the stock justihilated at a time when the rest of the market was selling off and everybody else is panicking -- simply about retail. tjx expressed caution about the future and so, of course, everyone acted like the sky was falling. >> sell, sell, sell. now, look, the stock had declined from $56 at its highs to $49 when the day before reported november 30th and it bottomed at $41 and change by christmas. what an opportunity that was we just learned from tjx a couple of weeks ago and it turns out there was nothing to fear at all. the company put up a spectacular quarter and there's supposed to be a classic case of upod with management under promising in november so that they can overdeliver, o.d. in february. while the stock has come roaring back, tjx is down $4 from the october all-time high and it's doing much better than what we thought it would be way back then it sounds like an opportunity doesn't it >> tjx is a very different model than most other retailerand a dick's sporting goods and it is al

, because tjx had a really great fourth quarter.oving on, let's talk about target. target earnings expectations for earnings per share, $1.52 on revenue of over -- almost $23 billion. they had a good start to 2019 but the problem is the earnings misses, when it comes to earnings per share. they have missed three of the last four quarters. some of the bulls, what are they saying about target? they are saying they have some new brands, remodeled some stores and worked on same day delivery to go after the likes of amazon. switching over to kohl's, their earnings are coming out, earnings per share coming out at $2.18 with a revenue at $6.58 billion. they have been growing their partnership with amazon, selling amazon devices. that started in the summer like the echo and kindle, but another interesting thing that maybe not everybody is aware of, you can actually return amazon.com items to certain kohl's locations around the u.s. you are seeing a mixed reaction. neutral price target from citi at $71 and then a buy at $82. last but not lea

we did see a bad number out of children's place, off mall if you're across the street from the mall, tjxss, burlington, you're winning if you're in the mall, you're not winning. haven't seen any mall winners except for foot locker so far. >> thank you for joining us today. both target and kohl's surge now. >>> after the break, what sales force mark benioff had to say about why he is super bullish aboutthe company's future. back after a break duncan just protected his family with a $500,000 life insurance policy. how much do you think it cost him? $100 a month? $75? $50? actually, duncan got his $500,000 for under $28 a month. less than a dollar a day. his secret? selectquote. in just minutes, a selectquote agent will comparison shop nearly a dozen highly-rated life insurance companies, and give you a choice of your five best rates. duncan's wife cassie got a $750,000 policy for under $22 a month. give your family the security it needs at a price you can afford. >>> sales force moving lower erasing earlier gains. they posted a beat on earnings and revenue. guidance was below estimates mar

all the time so if the basket said i want one good on gender equality and right now that's marriott, tjxt year if they fall off and that you are being dill jetblue enough so i don't have to worry it doesn't include my values of clean water and quality work, for example? >> in the past people had access to an adviser looking at the stock selection and the access to that is limited for people. what we're looking to do is bring it to everyone, that everyone has access to the level of customization making selections and that the rigor -- >> is this just for making the selections i get you say we went through and scleened treened the names y pick them. do you update this annually? how do you go back tow the metrics so i'm not in a company with a big area of disagreement? >> well, we look quarterly at the companies to make sure they're aligned and then regularly track any controversial issues. >> so in these different baskets, how many stocks would be in the gender equity portfolio? do all people that check that box get the same portfolio >> we looked across the 500 top companies, large cap co

it is one of the more expensive ones because people love the offprice tori with tjx and makes sense toter guidance. >> i'm looking at the urban release. a strong comp number across the brands this stock hadn't been loved. >> it is off the highs it is up on a year over year basis and a huge run into the middle or late into last year and came well off of that and now it's bouncing and, you know, i think my household contributed to that urban beat. >> urban beat? sneakers >> holiday time, the whole thing. all that teen, illy teen roup. >> you know something is right dave, how do you navigate the mixed picture, mixed bag out of retail >> well, i any, again, a lot of different companies. i think retail's better than i thought it was going to be i don't focus it closely but, boy, i tell you, the comp numbers 3% and 4%, better than the growth in the economy. i mean, they're walking down the outlook which sort of gives them upside at the second half of the year so i mean, given where we thought the economy was versus now i think the world came to an end in december and of course it didn't agai

tjx really good. nordstrom bad.ve. >> we're going to talk to levis about wholesale and distribution. >> that will be great. jeans are cyclical they did have a great inflection point, but jeans go up and down which is one of the reasons the company wanted to go private to begin with do we really have to deal with this this quarter? i'm older than chip. i don't know if chip remembers trading at levi. >> the banks not helping. >> they're so horrible i was shooting an e-mail over to jamie like enough. and goldman, i'm meeting with someone from goldman later today. wow. we can't even look at it goldman's a trading firm don't look at the stock. no there's 500 companies. they're supposed to be looking at that stock. >> big crowd watching levi strauss. >> we're all having a lot of fun down here. the important thing is it looks like woodstock '69 here. looks like the whole floor is going to join a jug band the important thing, we don't have any indications yet and i'm not expecting any indications for it the important thing