tj maxx, tjx has been doing well. macy's haven't.macy's i think mall malls and tjx strip malls. >> people like strip malls and perceived as more convenience to people and in of it comes down to real estate, location, location, location. being in a place where they're grocery shopping like a tjx is more convenient than circling for a parking space like the mall where macy's is. the other dynamic is people are looking for a deal and a lot of the brands are similar at macy's and tj maxx and people are looking for cheaper. >> not everyone is doing and i don't remember which one it is, dollar general, somebody's closing a bunch of stores while somebody else is doing well. it's not all about mall malaise. what's the difference? >> i think without price specifically, this is a concept given their rather opportunistic buying model, the convenience and the small format of these stores. it generally bodes well for consumers across various income demographics because they offer a good, better best assortment at tj maxx that's relatively close t

the one that sticks out and we talked about an the show, tjx just defies -- i don't want to say logic, but it defies some of the other retailers. at 20 times earnings, probably twice the valuation of those other two companies we just talked about, you can actually still make a compelling case. they don't report until middle of may, may 22nd. here's a name you want to stay with until earnings on may 22nd for sure. >> one of the most fascinating names in retail to me, tjx. >>> coming up, gold loses its shine. we're charging into the tesla trade ahead of results and bitcoin, how the crypto-currency is faring after the halving. >>> first, tiktok nearing midnight as law makers look to vote on a divest or ban bill. more on that when "fast money" returns. >>> you're watching "fast money" here on cnbc. we'll be right back. into the vending area. oh, not the fries! where's the ball? -anybody see it? oh wait, there it is! -back into play and... aw no, it's in the water. wait a minute... -alligator. are you kidding me? you got to be kidding me. rolling towards the cup, and it's in the hole! what

you bought tjx >> a brand-new position, scott, a name that did incredibly well post-covid and settledand revenues leveled off. looks like they're on a trajectory back up to the upside incredible balance sheet, $4 billion in free cash flow over the past 12 months we love that dividend yield is 1.6%, so not the highest dividend, but they've been increasing that at a clip of about 11% over the past five years. we love dividend growth and it has a little bit of a benefit potential for a strong consumer in an up economy, and if the consumer does step down, and we heard jassy talk about that with amazon, they benefit as an off brand marketer and if there's any peter lynch in me in terms of just driving past the parking lot at home goods is always full, and that has to mean something am. >> dimon yesterday talking, in his words, how unbelievable the economy is even in a recession, the consumer is still in a good yon it's part of the strategy of how you do, you know, what you do in terms of coverage calls, things like that. so give us a little clue here. >> we could have always rolled the opt

i don't know >> you got a frugal consumer thank you, goldman, for upgrade, tjx.e have industrials just doing okay we have caterpillar. we don't have that revenue raise i'm looking for. we have tech, where you have servicenow they're going to be coming on soon this stock is down very badly, and one reason is because people say, wait a second, they didn't raise as much as they usually raise. that's a kind of false positive. in other words, they're still raising. what it amounts to, david, is you're struggling on a day like today to say, what do i do i got this ten-year at 4.7%. i was told if it didn't hold 4.6%, i should sell. >> not to mention, we haven't seen 5% in a little while in that two-year. hello. >> i bought that two-year early this week. i'm already taking a beating can you imagine taking a beating on a two-year? carl, i'm not giving up on it, because today is a tough day, but we left here last night, and you could say we left here on ford, and ford is great, and we're talking about how we have a part of ford that is worth the price of ford. >> you want