everyone is betting against weyerhaeuser right now.orking and the actual earnings are supporting further appreciation in the stock price. this is a company that a couple of years ago you had hedge funds step in and get aggressive in terms of wanting capital allocation strategies. they are raising the dividend. they got raised to investment grade. that affects $4 billion worth of debt. the cost management the last three quarters have been phenomenal. the earnings accelerating. the wood product segment continues to show excellent strength but yet overall street analysts are way below consensus right now. you've got five sells on this stock alone. current price, 31 odd dollars. but the street is below it. >> the problems are, i think you had to be in this stock a year ago. you've had an incredible run to the up side. now there are projections going forward, lower selling price and higher input costs. i think that's going to hit the margins, contract these margins. i think it's priced to perfection right now. it had a terrific run to the u

reason is i like the housing division weyerhaeuser has. it didn't as good as horton. we could not believe that it did not finish up after opening up. she was the one, the fabulous maria show today and maria said some nice words about us, thank you, maria. let's go to mikey in new york. mikey. >> caller: a long island boo-yah to you, jim. >> i'll be out there two weekends from now, what's going on? >> i bought at&t in 38. you explained the atd and tyco split. you and stefanie loved it, loved i.tyco was up after earnings today, do i stay with tyco or adt? >> no, adt, stefanie and i go back and forth. i was not happy with how this stock acted. she isn't either. we think when it reports next week,ed the going to give us a gad quarter, but the stock does act terrible. the travel trust villains. how about a. todd in new york how are you? >> caller: great, great, great. i truly enjoy watching your show. i'm glad i got the opportunity to get on today. i just wanted to ask you about a flyer, a skeptical stock by the name of znga. >> okay. znga has a new product coming out with

it's a real estate investment trust like weyerhaeuser. it yields 3%. had that terrific woman on, that's the healthcare company that yields 3.5. action alerts plus name, ge, at&t north of four. realty income, real estate investment trust, this is a high yielding portfolio that i'm going to bless. it's got healthcare, commercial properties, lumber, diversified industrial and telephoned. that is just what i want. right that down. please write that portfolio down. well done. dennis in illinois. dennis. >> cramer, white sox southside boo-yah to you from chicago. >> it seemed like i was going to put you in boston but you are right, chicago. >> trying to make some "mad money" here. i've got facebook, ford, wells fargo, microsoft and i'll co-a. but i'm thinking about greenbrier for the out, he should i swap it? >> i want you to keep it as it is. selling out tele here is selling short. i think clouse can pull it out. facebook, my charitable trust owns that. i think that stock has bottomed. it's not cool to short it anymore. industrial maker of aluminum, ford, i

may i just point out that i like weyerhaeuser more, wy. the better investment.l take another call. jim in pennsylvania. jim? >> caller: hi, jim. boo-yah. >> boo-yah to you. >> caller: what do you think about suntrust? >> i think i have sellers remorse. my charitable trust, we decided to sell this stock and build up the other banks. ever since we sold it, it's been a rocket ship. it's killing me. take one more. joseph in wisconsin. joseph? >> caller: jim, national championship night, no cheap scotch tonight. i'm calling about toll brothers, tol. what do you think here? is it a buy here? >> you're right on the no cheap scotch. toll brothers is good. i think it's terrific. i saw it and i think it's buy buy buy. that is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. >>> coming up, new construction? some new stocks are planning their street debut this week, including one of the first to enter the red hot housing market in a decade. but are these companies built to last? or could these offerings fail to find a foundati

. >> company like weyerhaeuser out there. >> yeah. >> they're up 50% year-to-date. >> yep. don't surprise me at all. there is a lot of small mills too we deal with. they're all local and lumber is grown locally. >> penny mustard, i promise you that story. when he and his brother were kids they used to pick weeds on his father's farm. they got a penny for every mustard weed they pulled out of the hay field. david: american ingenuity and american craftsmenship coming together in a wonderful combination. jeff, thank you very much. >>> historic hand of poker was dealt in nevada, ultimate poker, first real money internet gambling game launched. chairman and cofounder of ultimate gaming, maker of the game joins us live. we're heading back to liz claman still live at the milken global conference. what is coming up, liz? >> dave, coming up next, one of the voices over the past hurt years in the markets. it is abby joseph cohen of goldman sachs. boy, does she still believe in this rally but a little less so because of some important today, -- dark clouds she season the horizon. hear

the housing recovery did help weyerhaeuser profits which tripled, and the company game a strong outlookup it goes, only 1 1/2%. similar story at dr horton, the biggest home builder in america, up a big 23. and starbucks raised its forecast, flat at $60 a share and disappointing outlook from, peeda, it's down 3 bucks that's a 6% drop. do you rent movies at the grocery store, coinstar bets on new releases for the red box video rental business and it's up nicely, 3.58 a share, on the big board, we show a lot of only 4 point, deape ts friday morning. the president delivered another blow to his agenda. delivered it-- it was delivered to him actually. and the senate defeats his plan for maximum pain. it's a revolting congress, senator john hol vin weighs in after this. ♪ clients are always learning more to make their money do more. (ann) to help me plan my next move, i take scottrade's free, in-branch seminars... plus, their live webinars. i use daily market commentary to improve my strategy. and my local scottrade office guides my learning every step of the way. because they know i don't tra

we'll hear from dr horton, simon property group, tyco, vf corporation, weyerhaeuser and goodyear t >>obama is expected to meet with business lead eers from hershey, adm and p&g. >> we have growth numbers coming out today. and yes. >> what's interesting is the conversation we were having earlier where asking about whether the dollar was weakened and how people are starting to re-evaluate, whether there might be more easing or less tightening on the way from the fed. but the point being made -- but the dollar strengthening was always based on whether it became a growth story, right? >> it's the same thing, but the argument that ian standard was making was that now that we're seeing investment flows into the u.s., there's capital flows there, as well. the dollar may not be quite as weak as you would expect. frankly, to the extent that other parts of the world look worse, it's probably going to reinforce that trend. exactly. exactly. >> now, we have numbers out today, as well. analyst first quarter profits fell. revenues are up 22%. but that was down from 34% a year ago. came in slightly

. >> weyerhaeuser is one of the biggest in the country. we like growing difficult deposited yield.put those two things together and our client say does that actually provide us with a way to protect our purchasing power in real terms. >> mario is on that earlier. i go in and i go in for hamsters and fish. i never walk out without a $40 bill for filters. for fish food. i'm not kidding. and i go in there a lot. >> you're buying a hamster? >> i already have a hamster. when pilar was in i asked if she had a dog yet. >> somebody has to walk it. >> amazing. i think i finally met someone more bullish than i am. >> we have to leave it there. thank you for coming in. >> when we come back, talking google. stick around. [ penélope ] i found the best cafe in the world. nespresso. where there is an espresso to match my every mood. ♪ where just one touch creates the perfect coffee. where every cappuccino and latte is made at home. and where i can have exactly what i desire. ♪ nespresso. what else? [ agent smith ] i've found software that intrigues me. it appears it's an agent of good. ge has wir