romaine: you talk about tjx, which also owns marshall's.hey specialize in low-cost products and they've done well during the pandemic. but you look at earnings here, the growth was there. fourth quarter, 27% growth. but the big issue was those margins. they were lighter than what they were looking for. a lot of those input costs, well, they may not go down as well as some people expected. they would see some moderation here. a lot of investors are looking at this and trying to decide whether a company like tjx, competitors like ross, maybe some other department stores, can hold up in this environment where not only are there cost tire, but we should point out -- costs higher, but we should point out how it eats away at your paycheck and you have enough to buy close like this. taylor: really good point. let's tie this together with tjx's results and inflation concerns. we're going to do that with john edwards. start us off with t.j. maxx. what happened? john: well, yeah, they were talking about some profits contraction there, or rather margi

resume back towards the upper bound of this trading range. >> carter, is tjx a stand out amongst its retail peers >> let's see, day-to-day it bounce beautifully yet on its earnings it collapsed eight, nine percent so the recovery is that the primary data point i'd say the recovery is secondary and the drop in gap primary. so many collapsing, foot locker, rent-a-center, earlier in the week i just don't like the space >> oh, that's pretty definitive. mike, how about you? >> yeah, it's interesting, we've seen some pretty good operating results out of a number of the retailers and yet several of them are not behaving particularly well. i think that's a bit troubling but i think it also speaks a bit to the options structure that tony has selected. if you purchase the stock you face the risk of the stock declining and using the call spread limits your risk to just a fraction of the current stock price, i think that's actually the kind of strategy one wants to use at this time. i still believe we have trouble ahead. not just in retail but generally >> yeah. tony last word. >> yeah, i unders

like many of his cohorts tjx trying to bounce back a rough couple of months tony says this name couldually be on sale. tony, what are you doing >> yes, it's exactly right i think it is on sale. they recently just reported earnings, and if we look at the chart here especially the longer term chart this is a stock that broke out the $63 level back in november 2020 and it's been really range bound about 74 or so to the up side. but one of the things you can see if you look at the relative chart of tjx to its xrt sector we started to see some real out-performance here back in december last year, and continued into the strength into the market weakness we've seen for the last couple of weeks this is where i'm starting to see opportunity for a bounce here off that support level it's now trading at with the relative performance we've seen to its sector if we look at the business itself it's now trading about 15 times next year's earnings given the current revenue growth we've seen over the past year or so, that's a significant discount to the 22 times which is the average we've seen over the

tjx long call.ere nex friday - [announcer] the following is a paid commercial program, paid for by ancient nutrition. these statements have not been evaluated by the food and drug administration. this product is not intended to diagnose, treat, cure, or prevent any disease. this content is for informational and educational purposes only. it is not intended to provide medical advice or take the place of medical advice or treatment from a personal physician. - as we age, certain things start to happen to our skin, our hair, and our joints, and even our digestive system. most people are getting zero amount of this incredible and unique substance we're going to discuss today. the body makes less and less of this as we age.

can at lowe's up 3 and two-thirds percent, tjx sliding, significant move down better than 8% on tjx,k, at eurozone ft 100 in monday up 50 points cac quarante up 87, the dax higher by 150 that is better than 1%. in the asia overnight, green across the board, japan closed for holiday the others higher, by a fraction, "mornings with maria" is live right now. . . >> your morning movers lowe's up 3 1/2% better-than-expected earnings this morning company fourth quarter out this morning, beating on both revenue and earnings per share lowe's shares right now off 3 1/2%, same store up in the fourth able to award 23r0b9 line associates 265 million dollars for good 2021 pandemic work they said also moving this morning, up 8% premarket, also -- beating revenue expectations, 1.3 -- as you can see the companies shares up 30% higher year-over-year, the cybersecurity company benefiting from cybersecurity concerns a new a.i. driven platform reported favorably shares up 7.7%, markets reacting to russian-ukraine crisis oil is down, stocks are up, after the sanctions, in place, by president biden take a

it's off price we're talking tjx companies up 4 .5%. this is the parent company of tjx. off priced retail. those stocks have been a huge focus for the return shopping phase, but tjx reported earnings and revenues shy of expectations the current quarter guidance was below some analyst' consensus and the company suffered because of squeezing profit margins, they're paying for more freight cost and label they can't keep stuff on the shelves because of supply chain. tjx is one of the stocks today that's catching a lot of attention as the worst performer in the s&p on earnings this morning. back over to you >> all right dom, thanks. >>> stocks have been broadly sliding deeper into correction territory as the russia/ukraine market returns to rattle are aheaded back there let's ask charlie, vice chairman of aerial investments. i know you love being nailed down on day today moves, but what do you make of the market strength and the kind of trading you anticipate in the coming months >> yeah. i think the market is looking to history and saying that international crisis, iran prob

burlington 27 times forward earnings tjx at 22. how does that stack up historically >> historically they've tended to trade higher. for tj and ross into the mid 20s. in years where they're growing their earnings in the high single or lower digit. burlington has a higher growth rate and a longer runway for earnings and margin expansion. so they are all trading at a discount and i think the reason for that is because they faced some pretty severe cost pressures when you think about off price, they do handle the product a lot. it's not as efficient as a full price retailer so because of that, and the fact that they charge lower prices for those goods, it hurts them a little bit more on the gross margin line. that's what we think we'll start to see ease as the year progresses this year, and that's where you'll see some of the really nice earnings up side opportunity. >> very interesting. so let's expand it a little bit. maybe to the rest of your coverage universe. what about the rest of retail as we enter 2022? is this going to be a ye

you can see tjx is swooning by 4%, but ross stores is down even more, 4.5%, and the reel reel which is after the bell is falling 7.8%. >>> activision blizzard may be delaying the 2023 release of the popular video game call of duty. according to bloomberg news, the company is worried too much versions of call of duty are watering down demand for the game. according to npd group which track z these things, the vanguard version or while 2021's top selling game, it failed to meet activision vition's sales expectations and the decision to delay was unletted to the video game -- unrelated to the video game maker's decision to sell to microsoft for $68 billion. microsoft down about 2%, activist -- activision pulling back. my morning market minute on tickton, i roll out of bed, i tell you the hottest story. follow me on tiktok @red fox liz. okay. putin's provocations could have a real punch at your favorite local gas station. the ceo of one of the nation's largest convenience store chains are here next to tell us what he's seeing on the ground and at the pump, and wait until you see the compar

home depot slipping again and names like tesla, and tjx falling as well and energy leader in the market best performance sector today and only sector in the green month to date. no surprise there. we have got 59 minutes left to go in the session, leslie. >> interesting one indeed. coming up on today's show, value investors share's take how to navigate this uncertainly market scott black tells us if he thinks it's wise to buy a big pullback seen of late? and results from ebay. we'll bring you all numbers and speak with ceo of imax before his call >> shopping, traveling, driving. okay focus on the big story bob pisani tracking action at the market, losing more steam and talk about latest developments in eastern europe, alex birdo from eurasia group. >> at lows of the day, jon important to watch the technical levels because we're approaching the january 24th lows for the major indices. where we are now dow jones industrial 33221, old low, 33150 50, 60 points away s&p 500, low train day low, january 24th, 4222 about 20 points away nasdaq composite below there 13094. again, january 24th. not

it's positive maybe there's a catch-up trade for names like gap or urban or tjx., how about you >> i like to look at costco's earnings every quarter a is $200 billion revenue company there's a lot of consumer behavior embedded in there you get a good read on cost, fuel, logistics, inflationary pressure it gives a good handle what's happening and one of the bigger revenue companies recording next week. >> yeah when they raised the price of the rotisserie chicken you knew ininflation was here. >> guy what are you watching >> the market has rivers to cross. i'm watching best buy, outside of november this has been upper left, lower right, valuation is competenting with no eps growth, how much of the pull-forward eventually is at best buy? what types heavy winds are they facing in terms of supply chain? pull forward chip is shortage best buy on thursday given the way the stock has traded going to be fascinating >> up next, our chart of the week this commodity etf jumping out to our traders and we'll tell you how they're playing. plus david henderson contributes this me

tjx is down over 6%. >> yeah. it's a $78 billion market cap company.king. they never miss. they don't have as much inventory. and, also, i think home goods people are saying you have to get out of the williams of sonoma and home goods. i'm stunned that macy's stock after that amazing quarter continues to go down of not 0 to split the company. you're right it early trading hit a high of up almost 9% yesterday it's been down ever since. >> do you think it's mortgage originations which were poor >> two-year low on mortgage apps everything -- everything is horrible i'm leaving. everything is horrible i can't take it anymore. i'm going to let you take it it's horrible. nobody likes anything. everything is bad. the world is coming to an end. ukraine gets called kooef. s&p is up almost.75%. it was the first and the best spak. >> david -- >> yeah. i was with him this weekend. executive chairman that is down 38% that's a miss. >> i know some guys that own that not a happy day >>well, it's sad, right? >> when you do 65 cents and pool look at $1.33. >> there's no

shares in the session for tjx have been volatile.tations, let's discuss the broader picture with headwinds discussing the industry. our equity analyst joins us now and it is interesting as we have these retailers coming up with earnings reports, very live to the issue. >> it's a good observation. this is one of the strangest earning cycles we have seen. sales, it seems that things are robust -- robust across the map. it's that observation about supply chain that is the biggest one dictating meaning and expectation. clearly the bigger companies have more heft given the supply model leveraging the scale to break out from there peer group. they are not necessarily immune. we are seeing it broadly from walmart down to specialty retailers with supply chains being called out. as happened earlier in the segment around wage inflation, we are seeing wage inflation coming through. fourth quarter a step up here in the first half of the year, it's what we would call minimum wage inflation but it is the new normal inflation and wage where 15 is t

we are getting tjx earnings crossing the wire now. the share is down slightly now.ed on some of the revenue numbers, but they did beat on eps. they did provide guidance that did come up a little bit light. for the quarter they had about $14 billion in sales, a little less than what the street was looking for. comp sales growth for the quarter going to be about 1.3%, also a little less than what the street was looking for. after the bell, we will get more earnings out of some of the retailers, including ebay. those shares slightly higher in the premarket. tom: thank you so much. the close this afternoon to sharpen up the back end of this earnings season. right now with bonds is winnie cisar, credit sites -- credit sights global head of strategy. it is not about yield change, but trying to find in fixed income where price will go up. where is that? what part of fixed income do i find little bits of price moving up? winifred: good morning. thank you for having me. that is a great point. what we have noticed is the belly of the curve in investment grade, you are now tra

that is something investors really like to hear, up 24%, but to the downside, you see tjx getting punishedmissed those sales. dani: it is that fantastic analysis that a uva education will get you. thanks so much, bloomberg's kriti gupta. part of the reason we have seen stocks start to deteriorate, the eu announced it will hold an emergency summit tomorrow to discuss ukraine. bloomberg's maria tadeo is in brussels. what does this signify, this emergency summit? maria: european leadersmaria: are going to meet in brussels tomorrow, and they believe this summit is needed to counter what could be further russian aggression. what this really underscores, and i have heard this repeatedly today, is that there is a huge gap between what the market is pricing in today and what they believe is a political situation , particularly on the ground in eastern ukraine. we know it is very delicate. the ukrainian government is saying they will call for a 30 day emergency, state of emergency that they would facilitate. they also believe it really is time to perhaps begin discussions on what further sanctions

tjx, 1.57%.or you and 30 seconds for ryan, we're hearing reports now getting pretty, pretty serious. the dow is down 612. would you advise investors to hold tight, kevin at the moment? >> i think investors should take true to the risk tolerance. not necessarily get more aggressive with the market going up or conservative when the market is going down. consider what your longer term financial objectives are, areas of market should benefit from the market outlook as i just discussed with the dividend growers. liz: ryan, quickly, markets move higher tomorrow, a little bit of a bounce or not. >> i'm wildly bullish here whether tomorrow, it is going to. economy is growing. we'll get past the ukraine situation right now. you can't sit in cash earning nothing. inflation is over 7%. kevin said it best, dividends paying you, going up. an inflation hedge. you need productive assets in your portfolio. be greedy when others are fearful as warren buffett says. ryan payne says it today. liz: kevin and ryan, al

week, with home depot, palo alto networks, macy's, first up tomorrow, while lowe's, over stock.com, tjx report on wednesday, with coinbase, beyond meat, alibaba all on thursday and we close out the week on friday with a look at foot locker's latest earnings, lending tree, and cinemark, a lot of retail so the question is how do investors navigate the markets with russia, inflation, earnings reports, all frankly looming overhead? well let's get right to the floor show. joining me now, slatestone wealth chief market strategist kenny polcari carry, and the cow guy group, scott shellady, gentlemen thank you both very much. kenny let me look at you first and ask you, there's a real list of things that has got investors twitchy, no one seems to want to hang on to risk so as we look ahead as the bell rings tomorrow morning at 9:30 eastern, what do you expect? we going to head down with this tough talk from putin? >> well i think listen, i think look what happened today in the european market, the asian market all closed lower europe off mostly better than 2% it depends on what happens overnight

tjx companies down about 7.5% in premarket trade.also watching what's happening with thebounce back on crypto currency prices, and that's bitcoin which is currently just about 3% for the up side, and either prices up about 5%. some of the ecosystem stocks in terms of trading, coin base up 3%, robin hood markets up about 1.5% and microstrategy up 5%. a check on yesterday's full session amid the session, very much about interest rates. if you take a look at the overall picture it was companies like tesla, also apple and others and by the way, andrew, in the top ten right now is digital world acquisition company tied to the social media and group then truth social, which is the social media product they're trying to launch right now has launched to the number one spot in apple's free apps as always the rest of the top ten on my twitter feed at the domino andrew, i'll send things back to you. >>> our next guest the russia-ukraine tensions is a low risk but the knock on risk could hurt investor sentiment and growth the chief u.s. strategi