. >> van winkle. >> one of the inmates who tested positive was destiny van winkle. but she says pills are not her drug of choice. >> i've been smoking crack since i was 12. i was good all the way up until i was 12. i started running away when i was 12, i met a 19-year-old man when i was 12, i started you know dating him, had a kid with him. >> soon after, van winkle's drug use resulted in a long string of arrests, convictions and numerous stays at louisville metro prison. now only days away from completing her current one-year sentence, positive drug test can result in new criminal charges and delay her release. but first she'll be questioned. >> benzodiazepine valium. that as normal. >> i only took two. >> why did you take any? >> i don't know but i only took two. >> i don't apologize to brown and he didn't think i was going to get outside charges. >> so tell me what happened. >> i told him to -- a girl gave them to me. >> did you ask her for them did you just take them. >> did you know what they were? >> no. not really. i thought they wasn't valium. >> but you put

to that end i've been thinking a lot about the story of rip van winkle by washington irving the story of a man who lived in a small village at the foot of the castle mountains while america was still a british colony under the rule of king george the third one day van winkle went for a long walk through the woods rifle in hand and his dog by his side he climbed the high point in the mountains where he met a group of elderly men drinking from a keg after a few drinks van winkle falls asleep when he wakes up he finds that his dog is gone his rifle is rusted and withered away and his beard has grown long and gray when he returns to town he doesn't recognize anyone he goes to a local pub where people are discussing politics there he is asked about his political beliefs to which he proclaims his loyalty to the king outrage the crowd quickly deems van winkle as a traitor and as the people point to a picture of president george washington hanging from the wall you see rip van winkle had been asleep for twenty years and slept through the entirety of the american revolution. now the story itse

political beliefs to which he proclaims his loyalty to the king outrage the crowd quickly deems van winkle as a traitor and as the people point to a picture of president george washington hanging from the wall you see rip and winkle had been asleep for twenty years and slept through the entirety of the american revolution. now the story itself is a fantasy but i think there is an important message behind it this country may not have another defining moment like the american revolution but through each generation our actions can serve a defining purpose sure it's easy to skip a newspaper headline about occupy the f.c.c. for example although it's comprised of a group of concerned citizens who are working through the legal system toward more transparency from wall street and lobbyists or what about the rolling jubilee plan to buy debt for pennies on the dollar but instead of collecting it dissolving it altogether freeing the young people of this country from student loan debt. the same can be said about the recent shifts and social thought with the last with last year's elections ending the d

to that end i've been thinking a lot about the story of rip van winkle by washington irving the story of a man who lived in a small village at the foot of the castle mountains while america was still a british colony under the rule of king george the third one day when we went for a long walk through the woods rifle in hand and his dog by his side he climbed to the high point in the mountains where he met a group of elderly men drinking from a keg after a few drinks van winkle falls asleep when he wakes up he finds that his dog is gone his rifle is rusted and withered away and his.

if you're rip van winkle, you've just woken up, the dow is 130 points away from 15,000. what can you buy today? >> you have to get up rather quickly. the biggest opportunity and where i'm putting my money is natural gas. i've been speaking over the last couple week about natural gas prices rising well above $4. the street does not expect that it will. i think they're going to $4.50, maybe 5 bucks. the opportunity southwestern energy, swn, buying that. bbg, a name that the street has hated the last couple years. it's beginning to see the turn. it has a nice tail wind behind it. buy natural gas. >> anyone willing to say it's too late to get in? >> i think you have to be valuation centric, though. so if you are going to look at secto sectors, look at financials. they have spent the last four years improving their balance sheets. a little help from the government, but starting to pay off. focus on the companies that are trading below book value. i lean toward a hartford, maybe an aig. on technology, i look at the beaten up acle making a lot of acquisitions, trying to grow th

bertha coombs looks at the so-called rip van winkle trade. bertha?tyler, you know, that may be how a lot of investors, individual investors, who have been leery of the stock market are feeling. about two-thirds of s&p 500 stocks have seen double-digit gains, up 10% or more, already this year. scores of blue chip stocks are at historic highs, from 3m and pentary and the industrials, gilead sciences and biotech, and a lot of consumer and media names, like home depot and disney. jason segel says don't chase growth, look for value and cash. dividends. >> i think that is the source of income, to, you know, individuals retirees, the baby boomers looking forward, they're going to get inflation protection, they're going to get growth. >> look for stocks with less expensive price-to-earnings ratio than the high flyers like car rental from avis says lyrical asset management andrew welton. he says look for those value plays that people may not love. and art hoegen at lazard says, go for apple. the unloved is set to rebound, he thinks. back to you. >> all right,

>> i think a lot of people did act like it's a rip van winkle market. >> to tiptoe in.g market companies have not moved in near as much. and you have got a lot of exciting long term trends. i think people have woken up and realized that the economy is stronger than they thought. politics are going to remain a dysfunction for as long as they're going to remain in dysfunction. just let them fight inside the bull ring known as the belt way and get on with their life and investing. you will waste your time if you do. you have got a unique model as well. or the new money that's coming to you. >> some of the areas are health care. you know, some of the sectors would be health care and utilities and things of that nature. and take the opportunity when it comes. don't panic, don't rush in. and make sure you have a disciplined approach rebalancing. to me, that's the key. >> from what? have you clients been -- maybe the new money that has come in to you. have they been in bonds? has the money been in a sock? when i take a look at a prospect that comes in and we look at their port

he gives us the rip van winkle trade.cks you should add to your portfolio if you just woke up for the first time in five years. back right after this. ♪ [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim. from td ameritrade. but at xerox we've embraced a new role. working behind the scenes to provide companies with services... like helping hr departments manage benefits and pensions for over 11 million employees. reducing document costs by up to 30%... and processing $421 billion dollars in accounts payables each year. helping thousands of companies simplify how work gets done. how's that for an encore? with xerox, you're ready for real business. all stations come over to mithis is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. s

people look at the rip van winkle trade. right? sleeping for the last four years will wake up and see the dow is suddenly close to 15,000 and think what should i buy as i look at this market, is now the time to get in, should i be nervous, what should i do? >> you can always fall back on companies that are not that expensive. they tend to be companies tied with pcs or companies that have been left behind. is david still with us? because the thing that i'm looking at is, at what point do people say pepsico is too expensive. in other words, the classic growth names. at that point if that money doesn't rotate to the banks when they start reporting tomorrow, then we are in trouble. it has to rotate to the banks because that's the most undervalued sector. >> wells and jpm tomorrow. the first of the big bank reports. bob pisani is on the floor with a look at what's moving this morning. bob, still trying to figure out where we're going to go in the early going. >> the big topic is the idc report down here. jim, you said is anybody surpris