a lot of stocks are down one stock up nicely is ulta beauty how do they keep winning >> yes so ulta is really the disruptor of the department store space and the cosmetics business you go into a department store, they try to push product at you, you go home looking like a clown. you go into ulta, that's not how their incentivized it's basically taking the cosmetic experience and changing it and making it consumer friendly that's a stock that's been a top performer and will continue to be it's just changing the way the consumer shops >> who do you think might be left on the pile, so to speak? the discount rack and maybe underperform who is not looking good? i hate to be negative on the day after thanksgiving, but who is not looking good >> we just love black friday, we want to be positive all day here, but there are still losers out there. i think the retail space, while we've gone through a wave of consolidation, there's still more to come there's more to come with j.c. penny. bad bath needs store shrinking l brands, and the gap seems to be closing stores forever. they've n they're not

and whatever we end up at, ulta beauty is going to match whatever we come up with. >> oh, nice. en>>oing to walk to starbucks. you guys. >> [laughs] [cheers : d applause] >> ellt we will pay, you can get whatever you want at starbucks. they sell sunglasses. walk and ask ellen anyd you can she will tell you anything. this is for breast cancer research, it is not just for me or for her. it is for breast cancer research. okay, we will start the bidding at $50. $50? okay, $75. okay, let's see $1. $100. let's see $150. $150. $175. $185. $200. $250. $300. she is just keeping her hand up. [laughter] $350. $400. $500. $600. [laughter] it is coffee with ellen pompeo. we are back to $600. we have two people. $650. $700 $750. >>aid 1,000. >> ellen: who said $1,000? >> me. >> ellen: $1,050. $1200. $1500. >> i will match $1500. the fact that you stayed up there until $1200 and you left at $00. .t $00. both of you! come on down! [cheers and applause] hi! >> whaelis your name? >>. >> hi! sarah, i'm ellen, nice to meet you. >> ellen: what is your name? >> sarah. >> ellen: so you had your hand up the

. >> ulta is looking good today. >> fabulous piece about ulta >> ulta got tremendous momentum. you got this kylie's cosmetic line, kylie jenner, that matters i wonder if the sephora situation in jc penney is not getting that strong. that's the hottest retailer. there is a negative piece today of victoria's secret >> what do you think >> i don't have any thoughts for you right now. >> between victoria's and j. crew, people are moving around >> is it adam brodman? no one really knows. >> we'll have to get mickey onto talk to him. >> we have a lot of companies where no one knows who's really running? that's kind of an odd situation, guys look, who's running fiat and renault? who's running intel? i understand the intel shortage has not stopped. who is in charge of intel? you are supposed to say you are. fairly flat open here. let's get to seema mody. >> good morning. transports are down. this comes after the major index's loss ongoing trade on ncertainty. the latest commentary in that summit deep divisions between washington and beijing that did not stop the chinese stock market fr

it ulta.t to take out its high when it reports in december because those are the two inputs that you really need to know. so, there it is. >> do we consider these names growth or value since oil of olay >> it's selfie it's just people that want to look better. there was a sign on the voting booth that said absolutely no selfies allowed. what do they do? go in there and take a picture of them voting? >> it's like a cone of silence for people >> that's the only place you cannot have a selfie in the booth. you can vote for ulta by buying shares of ulta >> jim, tonight? >> i have tonight, we're able to talk about why the tariffs are working. and then i have ring central because ring central is doing very well. >> what is ring central? >> technology. >> okay. >> the rubric of technology. >> see you tonight "mad meyon" at 6:00 p.m. jeremy siegel is going to join us tell us what it means for the markets. dow's up 62. he crowd, the investment managers at pgim take a long term view. uncovering opportun

ulta beauty also a big name, trading up 4% today. the stock rallying after same-store sales jumped 7.8%. the other big news, kiley cosmetics, they're launching their own line december 2018 at ulta. kylie jenner a huge success in this business and a billionaire as we know from "forbes" magazine. back to you. melissa: gerri, thank you for that. oil is in bear market territory. talk to me about that? >> the selling is relentless. we were down nine days in a row. that hasn't happened over two years in the oil market. a lot is this perception there will be a lot of supply in the marketplace. we have seen u.s. supplies rise week after week after week. a report from the energy information administration that u.s. production will be above 12 million barrels a day next year. but the problem with that, it will probably not happen if prices continue to fall because the shale guys will pull back. melissa: phil, thank you for that. connell: to the market panel, a special guest appearance from our own ashley webster. lenore hawkins, thematica rese

the temperature inside is about three hundred degrees celsius the state's ulta walls are cooled by water flowing through a series of cheap and hitting if not temperature differential that generates the electricity thanks to the magic of the thermocouple. two hundred thirty watts also are enough to power a large refrigerator and the lamps throughout the house every son has installed about three to store the power produced. spec wins haagen is an architect with a special interest in energy efficiency he wants to check out the stuff. he's always on the lookout for innovations that might contribute to sustainability. yes it's definitely for me for me this is a first i've never seen anything quite like it i'm familiar with would guess if you cation furnace is and they work very well over the community but this combination producing energy at home is really new noise. as a prelude to the demonstration ericsson switches off the mains supply. now there's no power from the mains that's why the. light is off. then if a son fires up the stove. dries ing it was a zero what's a moment ago now we're a

stuart: the ulta stock has taken off. i asked what is ulta. i found out. ashley: now you know.> next case, amazon, they are getting into the health care industry even more i should say. they're starting to sell software that mines patient medical records for information. so, ash, a, where are they getting information and b, what are they doing with it? ashley: the information already exists. it can read digitized patient records, other clinical notes, analyze them, pluck out the key elements, data points and then provide those to health care providers. it does a lot of the work for the doctors and, they developed software that creates algorithms that can do that. it's a big business, 7 billion a year in this part of the health sector alone. stuart: so long as the information remains within the health care business and not out there. ashley: it is correct. it is for the health industry to help them streamline and analyze your individual data. stuart: investors like it. the stock is up 32 bucks. ashley: very lucrative area of business for amazon. stuart: in it again. there you go

product that launched her company two years ago, with more products to follow.the items go on sale at ulta17th.kfc has added chicken and waffles to its menu.starting today, the chain will offer kentucky fried chicken and waffles slathered in syrup for breakfast, lunch and dinner through the end of the year.the prices range from 5-49 to 7-99 depending on th3e size of the order.the helpful folks at butterball have made it even easier to seek their expert advice this thanksgiving.the company's "turkey talk-line" already offers support through text, email and live chat, and this year has added amazon's alexa. with the voice command, "alexa, ask butterball" cooks can listen to pre-recorded answers to frequently asked questions along with turkey prep tips.hallmark cards is best known for its greeting cards and gifts, and now it's branching out on amazon with a new offering: fresh-cut christmas trees.the company is amazon's exclusive supplier for trees in the six- to seven-foot range, and shipping is free. a six- to seven-foot fraser fir is listed for $109 on amazon.live from the nasdaq marketsit

ulta's cosmetics business has been roar iing. giving the fed justification, though, with this number -- giving the justification that it needs for ways in which to see how the radar is packed in the once red hot commodity can get the soft landing it so sorely deserves vt mark in illinois, mark >> caller: hi, jim >> hey, mark what's up? >> caller: so on november 9 it was made public that the companies plan to pose a ban on e-cigarettes the 60% decrease would eliminate the revenues of approximately 50%. i believe a majority of menthol smokers will turn to a menthol alternative. do you believe it's time to do this >> the minimum mum is 5.8% it's not that special, and i don't recommend -- i'm not -- bernie in pennsylvania, please be bernie >> long-time watcher never miss a show. if i'm going to miss a show i tape it. also never miss squawk on the street you're fabulous getting ready for the day. >> i guess you're also an eagles fan. this is good news. >> no, i'm a steeler fan i'm in western pa. >> got to take this guy's call okay, go

ulta >> ulta, sephora especially skin care it's kind of a category that, in many cases, feeds into thelness trend. >> it's not an insult to give somebody wrinkle cream >> no. >> i mean, it's like giving somebody a vacuum cleaner. >> what are you saying to me >> i'm not sure. >> that's a good point you need to be selective in your gift giving. >> better than pimple cream. >> you asked about luxury. it's a smaller kind of accessible luxury where you can spend 40 or 50 bucks. >> given me a good idea. >> yeah. >> this is good. >> tread lightly. >> okay, be careful. >> one of the things, too, is going to be kits you can get kind of like a number of different items that's ready made for under the tree. >> that's great. evan, thank you for coming in. we appreciate talking to you. >> thanks for having me. >> all righty. i'm going to send skin cream to mark zuckerberg. he's going on the defensive in a new interview. what he said about how his company has handled controversy and what he really thinks about sheryl sandberg and why he has no plans to step down as chairman >>> plus people are repor

a lot of bright spots including retail, ulta beauty which i'm in, subscribers are n it will be down 11ucks. 15 bucks. remember crocs. you must remember crocs. >> i didn't wear them. charles: someone is wearing them. the stock is up 183% in last 52 weeks. these retailers building a head of steam into the holiday season. what does that say about the consumer and overall market, heather? >> that is a big plus for consumer. maybe scott martin is wearing crocs. charles: he has fur version by the way. >> that's right. >> pink fur boots. look, the fed is said that the economy is very strong. we have a robust labor market. wages are increasing 3.1%. consumer discretionary and are leading higher, consumer discretionary names, people have more cash in the pocket. charles: materials are the best performers over last week. in part on better infrastructure or infrastructure plan. scott, heather, we have to leave it there. always enjoy talking to both of you. thanks a lot. >> thank you. charles: while stocks are shrugging off the jeff sessions situation democrats, they're digging in. coming up what

as nyou know, beauty is a great category at ulta and others. old navy has been performing better than the gap position. 50% off is good. these are planned promotions because a lot of retailers thought about what promos they should have, and we haven't seen as much drama in the stores because there's enough inventory and you can really plan your time accordingly in terms of buying and researching online in advance as well. a lot's changed. liz: mobile is the new mall. i love it. thank you so much. tell the gang we said happy holidays. closing bell ringing in 37 minutes. the nasdaq gaining 123 points right now. >>> the ukrainian parliament has just voted to impose martial law for 30 days in the wake of that violent confrontation between russia and ukraine. russia has not yet released the ukrainian soldiers it has arrested and this all comes just days before the g20 meeting in argentina. a meeting at which president trump and vladimir putin are likely to meet. andrey kostin is the first oligarch to publicly discuss yesterday's incident in the kirc

in the last 30 days, ulta beauty up 11% starbucks, we talked to you about them, jim cramer has been talkingucks, that stock up 14% and elon musk, he is giving you something to be thankful for tesla shares up 33% over the last 30 days so not every stock everywhere has been down. >>> thanksgiving this year falls on the earliest possible day there's extra time to shop this holiday season dozens of retail chains including best buy, target, jcpenney et cetera will be open several hours tomorrow before turning the lights on early for black friday more stores are offering daily door busters deal online and with the option of picking them up in the store. those stores in various towns will be closed on thanksgiving all due to local laws prohibiting shopping on thanksgiving what do you think? good idea? nice idea. >>> preparations overall for the big shopping event are under way, so much so that courtney reagan apparently slept at a kohl's store in secaucus overnight to bring us news and good tidings or to get a jump on the deals which is it? >> a bit of both a lot of cozy stuff here, but it was eas

sales at ulta. sales at sephora. then we have clothing. the gap is 50% off everything.scounts, that's what we're seeing. >> you were talking about percentages there. we're already seeing the signs in the windows, too. black friday weekend still going. the stores want us out of our house and in the doors. >> and these blanket discounts, the whole store off deals are the ones we love the most. let's get to it. bed, bath and beyond, 20%. athleta, athleisure wear, 20% off. rarely goes on sale. the body shop, 50% off. and this one, victoria's secret, all their bras, 40% off. that one is going to get people off the couch and definitely shopping. >> yeah, those are expensive. we saw the victoria's secret sherpas. the thing i have noticed. a lot of online retailers are now charging tax. we used to get away with not having to pay tax. >> there's a change happening. it used to be you only paid sales tax if the online retailer was in the same state where you lived. the supreme court challenged that. now we're in a transitional period where some stores are charging sales tax across

we're in ulta as well and cvs. >> we got a target end cap where the new products will be available.e. >> really exciting. dagen: bless you both. happy holidays. a happy thanksgiving to both of you. caroline and isabelle, take care and come back. >> thank you for having us. dagen: head quarter headache, amazon facing pushback over the planned new york offices, even a parody on snl. we'll tell you more, next hour, "mornings with maria." ♪ how about using that pen to sign up for new insurance instead? for drivers with accident forgiveness, liberty mutual won't raise their rates because of their first accident. ♪ liberty. liberty. liberty. liberty. ♪ unlike santa's presents, ours don't just magically appear. they're designed, meticulously. every bolt, stitch, line of code tested and tested again. until, finally this. elves got nothing on us. ford. built for the holidays. time to get our best offers of the season. >> good morning i am dagen mcdowell for maria bartiromo. it is monday, november 19. happy thanksgiving, a little early. your top stories 8:00 a.m. eastern, markets under pressu

of living cells is mainly used to study diseases ulta crops and food for better production but in people gene editing is still highly experimental in the u.s. scientists can perform laboratory embryo research only with private funding and altering genes in humans means those adjustments can be passed down to future generations who won't have consent to those changes and critics say this could be the sort of so-called design of babies a ton that refers to babies whose genes are chosen by the parents and doctors so that they have certain features all what do you think of gene editing that a snow is the hash tag aging is going to come all thanks for here we've got robert klitzman with us now a professor of psychiatry and director of the monsters of bioethics program at columbia university is with us and scott from new york we thank you for your time this is an absolute minefield we've heard it from where he live a we've heard it in our intro there let's just start with the positives. the potential here is enormous isn't it if we're talking about diseases if we're talking about limiting the

investors have been piling into consumer names take a look at the gains for walgreens and starbucks and ulta it hit a new high today. september's worst performer tesla cleeds tleads the gamers >> what a difference a couple of weeks make >> no. >> maybe a play for relative safety even that sounds wrong >> the fang stocks have been among the most volatile so far this month it has been driven by some of these consumer services slash retail-type names >> apple moving to the downside. it lost about $218 billion that's something to watch there as well. alphab alphabet is is down. it will be a huge move lower you take these totals up and it means they have lost more than $920 billion in market caps give or take a few billion dollars based upon market gyrations and perspectives >> thank you very much >>> our next guest says volatility is your friend. thanks for joining us. is that a buying opportunity for your name? >> let's step back and take a look at the big picture. we can use the word crazy at this point if we look at value stocks we are forced that's more than we saw during the top of the the

furnishing, all your retailers >> bed bath & beyond >> buy buy baby is so useful >> are we back to ultar general or where can you hide in the space? >> to our opening question, i think they're over sold. you want to stay inventive and you want to have a barbell and some risk in the market. home depot is a great company. housing does not turn into a pumpkin next year. it is probably the best that i follow including walmart one category that's more risk on is sporting goods. there is these single categories that are accelerating at the margin and it is an in verse of what's happening next year the this cold weather as jeff talks about great for selling boots and coats. it is great for dick's sporting goods. >> all these companies have worked hard to fight amazon and their supply chains and they invested in loyalty program like macy's and revamped stores how much of that of the improvement they have been making and a healthier consumer. >> that's the best since '05 '05 was an incredible growth for consumers. they're more competitive if you look at the growth between core retail sales and o

ulta is up 11 and starbucks is up 14.se as indicators >> tesla has nothing to do with stocks or cars or anything else. it is really you know how is this particular company is going to execute on the megaplan >> the rest is i think you have some reasons to say. software, if you look at auto in the general realm, you would think that's where people come around to. it has been the strongest subset of texts today how apple trades it is up 1% a little bit less right now but on this foxconn news cutting back of a big ratify of what we are afraid of. that's another one of those things that could be in the market >> technology, communication services are all doing well today. yields are higher today, the dollar is lower. so people are relaxing a little bit. >> it is calmer than recent days that we have seen. apple's stock is seending down another 4% yesterday it has tumbled 20% >> the biggest source of funds so to speak for anybody. >> i think there was too much of a perceived certainty of the story. they're buying back all the s

up more than 20 % movant to date starbucks and ulta in retail have been among the standouts so far thise internet games. a couple of them have started coming back. you're seeing people starting to pick specific stocks it's always the cliche it's a stock picker's market especially now >> bertha, thank you >>> today goldman sachs released the outlook for the economy in 2018 it expects a slowdown. they see t2 .5% growth in the first% but just 1.8 and 1.6 in the third and fourth quarters. how do you position yourself for a potential slowdown let's bring inbear wi barry wit investment barry, would you agree with goldman sacks? are you macratcheting down your expectations for next year >> we are, actually. as we look at it it's like the seasons we're in thanksgiving season right now and the economy we're in the fall where we're starting to see auto sales and home sales start to ease off and then heading toward later fall and even winter, and those times you want to be shifting out of stocks more into bonds. at the same time, going for value types of stocks, and large cap stocks >> and michael

group is up 7% since those lows back last month with these three names leading the way -- macy's, ultand tiffany's. should buy now "trading nation" is next not a creature was stirring, but everywhere else... there are stores open late for shopping and fun as people seek gifts or even give some. not necessarily wrapped with paper and bows, but gifts of kind deeds, hard work and cold toes. there's magic in the air, on this day, at this time. the world's very much alive at 11:59. ♪ ♪ ♪ ♪ comfort. what we deliver by delivering. >>> welcome back to "power lunch. i'm mike santoli, and this is "trading nation. retail on a roll the past couple of weeks the xrt retail etf up 7% since hitting a five-month low in october with a number of names like macy's and tiffany all getting a boost. and this comes, of course, as retail earnings are about to get into full swing. so, what, if anything, would you buy in this space? craig johnson's with piper jaffray, mike binger is with grady investments. so, mike, strong consumer heading into the holiday season. the stocks have run a little bit, but also, you

. >> i want to thank ulta beauty, an amazing partner for the last four years and helped raise millions for breast cancer research and today they want to present this check for $2.25 million to breast cancer research foundation. >> a record-breaking telecast for stand up to cancer this the group the group raised more than $123 million for life-saving research during its star-studded show friday night. it featured a cast of celebrities from entertainment, music, sports, science along with survivors who have benefitted from stand up to cancer funded breakthroughs. >> i'm robert, a national political reporter at the national post, joined to have shawn parker going back to his days with facebook, spotify and cancer with the parker institute for cancer. thanks so much for being here at "the washington post." appreciate it. >> thanks for having me. >> when you think about what you're doing with cancer, you've given $250 million to finding a cure research, what have you learned as you dove into this >> space? >> well, i think one of the more important learnings were early on as stand up to can

beauty supply company that forgot the "r," ulta up 11%.d yes, tesla, up 33% for -- but that was from -- had some issues you know, it's kind of a rebound more than a new market cap gain. >>> all right. a lot more coming up on "squawk box" this morning. you don't want to miss it. we're going to talk oil, equities, and the mighty dollar. we'll talk about whether it's mighty or not. our trading block standing by ahead to talk all these things >> tesla was up for the year i thought the same thing when i saw it >> take a quick look at the futures before the head to the break. dow about 120 points we're back in a moment ♪ >>> good morning, everybody. welcome back to "squawk box" here on cnbc we are live from the nasdaq market site in times square. among the stories front and center this morning, mortgage applications fell by a tenth of a percent last week. that's according to new figures from the mortgage bankers association. new purchase applications rose during the week but refinancing activity plunged by 5% to the lowest level in nearly 18 yea

ulta salons. down. up 36%. amazon rough week. for the year up 30%. what's your horizon?anies? if that's the case occasionally there will be adjustments from time to time. there are a lot of unknowns hurting this market and a lot of knowns being corrected that can hurt this market. underlying economy particularly america's economy is gang busters. rachel: people have money and they're spending it. >> people have money and spending it. by the way, a couple days ago they came out with the latest sentiment read. the headline didn't matter to me. what was most important was the top 1/3 of america's households and income. their sentiment walls down. the bottom one third exploded more than 10%. this tells me that the economy not only do we have a great economy seeping into people. rachel: it's a blue collar economy. >> exactly. and to prove that people are spending money today, people were spending money yesterday. you actually went out for four thanksgiving, cash into the infusing cash into the economy. >> look at us right there. great time. family, friends. you know, listen,

tommy hilfigehilr they're benefitting from better brands coming to their network also i like lulu and ultae cosmetics world is strong those are some of the names. and i also think we're going to see some one offs in terms of where valuation becomes interesting like a children's place. >> and flip it around. i know you don't like to do this, but what stocks do you look at and say run don't walk >> i think some of the names overall where there's pressure points, i think some of the women's apparel retailers. we've had challenges with some of the names out there, some of the department store names like dillards they've had a tough time i think you have more competition out there. >> what do you do with target this morning >> i want to hear what the call says, but overall i'm a long-term buyer of target. >> you're a buyer of target. >> long-term yep. >> okay. fair enough. >> i want to hear what the call says i'm a long-term buyer. >> dana telsey, great to see you. i hope we're going to see more of you over the next month as we get into the holiday season. thank you. >> thank you. >>> when we c

consumer discretionary, disney, ulta salon, material names, in hopes of infrastructure building, consumern services. we're down, we'll see how we close. i will say, if this was a month ago, if we had opened down 200, we would already be down 400. we are seeing results. even yesterday, buyers kept showing up throughout the session. we'll see if that happens. it's happened all morning long. every time we dip, some buyers are showing up. we didn't see anything like this in the month of october. stuart: we love the way you do your homework. charles: thanks. i appreciate it. stuart: we will be watching today, you on "making money with charles payne" at 2:00 p.m. eastern on the fox business network. thanks. charles: let's make some money. stuart: oh, yeah. isn't that what we're all about? charles: unless you want to save money, go to delaware append ge your gas. stuart: thanks, charles. look at ge, please. it's down really big. 9% lower. jpmorgan cut its price target. that thing's going to go down to $6 a share. that's a big drag on the dow. look at the video game maker, activision blizzard. th