Alibaba plans to go public. Yahoo has a major stake. What does that ipo mean for yahoo and its shareholders . One of the wall streets top internet analysts will weigh in on that, an the battered social media stocks. Are these battered shares a buy . First lets check in with sue at the n dwrismt se. Its a very strong day here. Were off our best levels, but close to a tripledigit gain. Right now Dow Jones Industrial average is up 86 points, nasdaq as ty just mentioned down a full percent and change, once again a very tough session, and were only 36 points and change from breaking that 4,000 mark. S p 500 is up better than a tenth of a percent at 1870. 71. The nasdaq is not really following the dow in todays trading session. Seema mody will give us the breakdown. Hi, seema. Good afternoon. Thats right, an ugly day for the nasdaq. The primary catalyst become tech. And yaw hoar is in fact on the top of that list. Shares moving lower after ali baba. Filed for an ip on in the u. S. Cog any zen things to increase tech sending in europe. Elsewhere convince again a mix of internet and high growth names, tesla shares lower ahead of its earnings report. Priceline also getting set to report, shares lower on the day, though traders say that upbeat earnings could reset the way these stocks are perceived. Lastly whole foods getting hit on disappointing earnings. Bmo, sterne agee, jeffries all downgrading shares of whole food, the main concerns being strong competition and how that will impact future profitability. Down almost 20 . Thank you very much, seema. Lets get a market flash with sheila. Seema just mentioned whole foods, but check out the Ripple Effect it is having, so three our retail grocers are down in simply. Take a look at sprouts farmers, fresh market and fairway, all getting hit. By the way, dont forget that sprouts is out with earnings after the bell, but nonetheless a very tough day for these Retail Grocery stocks. Sue . Sheila, thank you. Lets get the trading action. Mary thompson, beautiful in her green, and its a green day. At least for the dow and s p 500. You know what were seeing today, sue is a little higher than average volume here at the big board as investors are looking focusing in on a couple things, first of all buying stocks that have proven earnings and proven dividends this after janet yellen said shes expecting for us to stay in a low rate environment for the foreseeable future. Look at the groups that are leading the s p 500 higher today. Telecom and utilities, of course different paying groups there, as well as the financials having a nice bounce back. Theyve been under a ton of pressure lately, trading below their 200day, today looking a bit better. Also strong today the in sector. Good news, good Earnings Results from devin energy as well as chesapeake, and thats given a lift to the rest of the use. Natural gas stocks performs well. And then the gamers are on fire. Veld i dont games, Electronics Art and activision, coming in with stronger than expected results. Again, when you beat, the mark will reward you. Thats really the stock they have taken to the woodshed as art cashin would say, right . See you later, mary. Breaking news in the bond market, its a tenyear note auction, Rick Santelli is tracking the acts. 24 billion of tenyear notes were just released to the public and investors hands. The agreed to b as in boy. I could have given it a smidge more, but lets go through the internals. The yield 6. 12, at auction since june of last year, all the metrics, bid to cover 2. 63 is pretty close to ten auction average. And the dreck is at 21. 6, a bit above auction average 689 you get the point. Everything was a bit better, but what i really like about this auction is dealers only took 29. 1 , which means the bulk of this auction, 70 , is in the hands of dealers, and janet yellen being santa claus after ben bernanke retired his beard, stocks up and yields up. So it continues. Whether its a short squeeze, a statement about the economy, all of the above, one thing i dont think we can pin it on is geopolitics, because it certainty doesnt look like theres anything significant on the there today thats different from the last several. Tyler, back to you. Thank you very much, rick. Janet yellen giving wall street and washington her vision of the economy, and Steve Liesman has the highlights. She told the joint committee that it was transitory and mostly weatherrelated. She said she sees a rebound occurring in spending and in production, but she sounded concerned over housing, pointing to it as a Major Economic risk, along with growing tensions overseas. Heres whats behind her optimism for the rest of the year. Less fiscal restraint, gains in home prices and equities leading to a wealth effect, and increasing confidence among businesses and consumers. Yellen gave no hints that rates would rise, already believed in the decline several times to put a time frame on considerable period. Remember he spooked markets back in march. She defined considerable period that the fed would wait from the end of qe to the first rate hike, six months. Now a lot of the q a dealt with weather. They are bubbles in stock markets. Valuations are in historically normal ranges. Now Interest Rates, longterm Interest Rates are low, and that is one of the factors that feeds into equity market valuations. So there is that linkage. So there are pockets where we could potential see misvaluations and smaller cap stocks, but overall those brought metrics dont suggest that we are in obviously bubble territory. Another pocket where she accepted some bubbles could exist is highyield debt, but overall she said the Financial System did not appear to be overleveraged and talked about higher capital ratios in the banks. Steve, thank you very much. Sue, down to you. Perfect segue. Were questioning whether janet yellen giving the green light by say theres no market bubble. Joe is with us, Global Market strategist, and steve auff, at federated investors. Steve, you have a year end target of 2100 for the s p 500, and ms. Yellen is saying she doesnt see the broad market in bubble territory. Maybe a pocket here or there, so that seems to be a green light. Is it . I think it is. We think the fed will be very friendly here, and thats good, almost like earnings go to to on the s p by the end of this year. Youve got a fed on hold at very, very low rates. I think it is the kind of green light for equities. What do you think, joe . Do you agree with that . General . I agree in general, but we see more up side here. I do think we need to temper expectations. I think were looking at future gains coming from the u. S. Equities really to be limited by Earnings Growth and some dividends. I dont think youre necessarily going to see a lot of multiple expansion. Having said that, i think theres up side here. The thing thats a conundrum to people that i talk to down here is the tenyear note going below the 2. 6 level. Maybe thats a bit of geopolitical fear, steve, but is it signaling something that we dont see right now in the stock market . The bond market and stock market seem to be telling slightly different stories. I dont know. Theres all reasons for demand for the tenyear note outside the u. S. Thats probably driving it down. I think its a bit of a conundrum, but if i look at it long term. We think the tenyear is heading up to 4. 5 , so i would be a seller down here of the tenyear at 2. 6. I dont know when thats going to happen. I know theres technical factors causing it to drop low, but i dont see a recession in the cards. The yield kiffin is positively sloped, unemployment is still high. A lot of capacity in the economy here. It just doesnt feel like anything that you normally would see entering a kind of recession. Youve got a fed very accommodate i have been. So im going to ask both of you where you would put money to work, if you see some up side to the market, would you go somewhere else globally, or balance it out in some way . I think as we look at the Capital Markets around the world, i would agree that rates more likely to go up than go down, so we continue to favor the equity markets. Within the equity markets i see more up side. I think well deal with some headwinds, and how that affects certain countries in the e. M. , within the developed market, while we continue to remain construct i have been, i think theres more up side in europe. Youve got Revenue Growth starting to pick up i think in europe, of course youve got profits margins starting to pick up, ultimately i look at europe and say theres few innings behind where the u. S. Was. What about you, steve . I think well stay a few innings ahead of europe. Europe is okay. We have investments there, but i think were entering a cyclical upsurge, so i want to own u. S. Cyclicals. I think theyll participate most in the economic updraft. We Like Companies in nonresidential construction, in the housing space, you know, industrials, the manufacturing renaissance. We think thats really where the earnings leverage is right now in the global stock market. All right. Thank you both. Well leave it there. So two green lights for you. Ty, up to you. Sue, thank you. Chinese ecommerce giant alibaba planning to go bub, setting the stage for what could be the biggest ipo in u. S. History. Kayla . Ty, alibaba says its planning to raise 1 billion, but thats just a placeholder used to calculate registration fees. It could raise upwards of 16 billion which could make it the biggest tech ipo in history. Yaw hoar required to sell a third of its holdings in the deal. The filing only detailed the top stakeholder soft 2k7 bank founder, and kreismt off joe tsai, but its expected that others may as wall street additions into the probably the most impressive thing they are see is the 48 operating margins on the revenues that alibaba made last year, meaning when you look at those numbers, google, ebay, amazon may have had highers sales, but alibaba is more profitable. That along with the 5. 2 billion in Free Cash Flow has investors salivating even in a market where support for these socalled momentum names is winning. Amazon at 137 million market cap, thats 43 times amazons Free Cash Flow. If you pin that multiwall to alibaba, that company would be worth 223 billion. Its important to price it conservatively so as not to spook the market. It will be a juggernaut when it becomes, well get a date that it will go public and the allimportant price, but certainly, ty, a lot to work with in the 300plus pages weve gotten in the last day. Kayla, thank you very much. Lets bring in rbc analyst mark me henny, who covers yahoo. Yahoo has a very good stake in alibaba. What do investors in yaw hoon need to know about alibaba. Once thing that yahoo shareholders will going to want to know is what is yahoo going to do with the proceeds . Whatever its priced all clearly there would be a lot of cash raised. So shareholders want to know what percentage will be returned to them and what percentage will go for operating expenses and for future acquisitions, probably the singlemost important issue. What is their Tax Liability . Do you know . Yahoos, that is. Pretty high. Jerry yang is probably the is thisle best investor in internet land in the five 15 years. This el into ultimate in as an extremely low valuations versus what is reported to be todays valuation, so yes, significant tax liabilities associated with it. Lets move to some of the stocks you follow, most especially in the social media area, like twitter, facebook, you have an underperform on groupon, but lets talk a bit about twitter and whats been happening to it. Has it been unfairly battered . Do you like it at this price . Are you considering changing . I believe you have a buy on it. We do have a buy on it. Weve had a buy on it from 70 down here to the low 30s. So we have missed and been incredible on the last move in the stock. Its a Speculative Buy for us, but well stick with it. The reason is we think the Business Model has proven, if you apply facebook levels of monetization and margins, levels of profitable to this Business Model, you can see your way to 3 to 4. Thats assuming they execute well, but if they do, this stock will not stay in the so we like it long. We still nine out of the ten days prefer facebook, but well still keep a buy on twitter. If you had to put money into one or the other, you say facebook. Why are you down on groupon . Groupon is going through a Business Model transition. Theyre trying to break out of the local daily deals business into the goods business. Maybe theyll succeed in doing this, but thats an awfully competitive field. You mentioned one company thats going public in that field, amazon and ebay. Youre going unagainst entrenched competitors. It will cost a lot of money to make this transition. Theyre already talking about its taking longer than they thought. I think its a questionable strategy on their part, and in the meantime theyve got very little cash flow or Earnings Growth and it still trades at a bit of a premium valuation. Mark, thank you very much big with us. Theres russia, nigeria and venezuela. Michelle carusocabrera is monitoring those flash points for us. We have the map ready to go to explain exactly whats going on and how they might impact the market, sue. All that and more when power lunch continues after this break. The competition tomorrow requires challenging your Business Inside and out today. At cognizant, we help forwardlooking Companies Run better and run different to give your customers every reason to keep looking for you. So if youre ready to see opportunities and see them through, we say lets get to work. Because the future belongs to those who challenge the present. Whoyour boss . Rk for . Yourself . Your parents . Your family . At baird, what matters most to you. Matters most to us. As an Employee Owned firm, our Financial Advisors have the freedom and resources to realize a plan to fit your familys unique needs. Well listen. Well talk. Well plan. Baird. What is this place . Where are we . This is where we bring together reliably fast internet and the best in entertainment. We call it the x1 entertainment operating system. It looks like the future we must have encountered a temporal vortex. Further analytics are necessary. Beam us up. Thats my phone. Hey. [ female announcer ] the x1 entertainment operating system. Only from xfinity. Tv and internet together like never before. Welcome back to polypowell, where we are watching shares of king digital. That stock getting slammed despite posting better than expected results. Investors remain concerned about the overreliance on the most successful candy crush game, which does count for about two thirds of its current bookings. Tyler . Sheila, thank you very much. Three big stories we are watching around the world today. Michelle carusocabrera is here. Lets start with russia. President putin changing his tune a bit, now hes ready to have a bit of a dialogue. He says hes pulling some troops back from the border with ukraine. What do we know . All of this is being interpreted as him trying to calm down the situation in Eastern Ukraine and perhaps fend off any coming sanctions that might have occurred. Ahead of whats expected to be a very violent weekend buff a referendum that he said shouldnt happen and because of a big holiday. They were so works that the russian market was clearly worried it would trigger the sanctions that was talked about on friday, if they destabilize eye crane too much, they cant hold the elections, there would be level 3 sanctions. May 25th is the election day, but if the eastern half of the country is completely embroiled, how do you have a credible election . 6 in a nanoseconds for the russian market, and then the russian ruble rallied dramatically. This is a oneday chart. The blue part is the dollar. So they saw this as wow, dleg if hes walking it back, merkel has an out to say, see . She doesnt necessarily want to do sanctions as much as eu does. Its been several weeks that school girls were captured by boko haram. The u. S. Department is sending in help to try to find the girls. In particular the other issue at the forefront is starting today is the World Economic forum in nigeria. We all know davos, in the winter time thats the big meeting, but thej little meetings throughout the world. This is where the kidnapping happened up in borno. Thats effectively a lawless region . Units completely lawless. Even though its gotten a lot of headlines there are attacks up there repeatedly for months and months. World Economic Forum in the southern part of the country. Meetings in the middle, all the Oil Companies are in the southern part. We havent soon reaction so much, because all the violence is in the north, and they think the Oil Production isnt affected. Another country that trying to make a lot of oil and yet and now ford says theyre suspending operations. This is amazing and telling. Ford is suspending operation, because thy they cant get the currency they need to buy parts to make the cars in venezuela. Why . Because the government controls who can use dollars, they hand it out. They have have tons and tons of dollars, because they but they blow it. Theyve been spending so much money, so now they hand it out to only the favorite cronies, and feared which didnt make many cars there, because the car is down 76 , because the economy is so bad. Its not a big story, but emblematic of just how bad the situation is in venezuela. Michelle, thank you very much. Whole foods getting crushed today following disappointing earnings. What does that say about the state of the consumers . Well talk about that plus coming up a condiment competition. A startup battling for space in your fridge and your dinner place. It is no longer the 1980s when the Reagan Administration decided that ketchup was a vegetable. But can it catch up to leading brands . Are you in or are you out on sir contendsingtons . Stay tuned to find out. Thats why i got my surface. Its great for watching game film and drawing up plays. Its got onenote, so i can stay on top of my todo list, which has been absolutely absurd since the big game. With skype, its just really easy to stay in touch with the kids i work with. Alright, russell you are good to go alright, fellas. Alright, russ. Back to work how much money do you think youll need when you retire . Then we gave each person a ribbon to show how many years that amount might last. I was trying to, like, pull it a little further. [ woman ] got me to 70 years old. Im going to have to rethink this thing. Its hard to imagine how much well need for a retirement that could last 30 years or more. So maybe we need to approach things differently, if we want to be ready for a longer retirement. Afghanistan, in 2009. Orbiting the moon in 1971. [ male announcer ] once its earned, usaa Auto Insurance is often handed down from generation to generation. Because it offers a superior level of protection. And because usaas commitment to serve current and former military members and their families is without equal. Begin your legacy. Get an Auto Insurance quote. Usaa. We know what it means to serve. We know were not the center of your life, but well do our best to help you connect to what is. Welcome back, spiking a bit after reuters reporting that the company has had talks with private equity firm, but potential bid for cars. Com. Trading at 2701 a share. Time for our series the power pitch, where entrepreneurs get just 60 seconds to make their pitch. Our panel the experts decides whether they have what it takes to become the next big thing. Ketchup is a category in almost every american home, and served by almost every restaurant and hotel. Ketchup has been boring because it hasnt change the were making ketchup interesting again. Im mark, and im scott norton. Were the cofounders of sir kensington. A few years ago we saw an opportunity to reinvent ketchup. Its if 97 of american homes, a multibillion dollar market, and it hasnt evolved in 50 years. Its different, because we use real ingredients such as organic sugar rather than high fructose, its like the difference between sunny drying and fresh squeeze orange juice. Our products are now sold in over 3,000 Grocery Stores like whole foods and safeway, and served in over 300 restaurants and hotels. These two signs of our business every complementary, as restaurants introduce the products to customers, who then go buy them in stores. Last year we released three flavors of mayonnaise which have grown the brand tremendously. Our goal is to create inoy investigative products that move food culture forward. Im dominic chu. Joining us today on the cofounders. On our panel is nick marsh, and led an investment in chopped creative salad company, now the companys ceo. Also a director and former investor the Mendocino Farms sandwich company, and michael psilakiss. Chef and owner of several restaurants. Hes been named food wines best new chef, and chef of the year. And perhaps well toss the first question here to mike. I enjoyed the product, the viscosity of the ketchup was very, very interesting. How do you get somebody that understands ketchup in their mind as heinz, though, to like that chew . Were going after a market that is looking for something different, thats looking for something better, so its selfselecting in that way. Not so long ago, the only kind of bread you might find in a Grocery Store is white bread, and now greek yogurt has exploded, whole wheat or rustic breads have exploded, so people associate a more interesting natural texture with a quality product. So this is a niche market for you . We dont sell to mcdonalds or walmart, but at the same time, but that market that is looking for something all natural is growing. Nick, how about you . The world is changing. It is no longer the 1980s when the raken administration decided that ketchup was a vegetable. Consumers demanding, the pal laths are evolves. We started with stores lie crate barrel, williams sonoma, and then as he grew, we went to stores like whole foods and safeway and kroger, in short, the Growth Strategy is take or time and start where we feel like theres less risk, because people are already there, and work our way to the more mainstream Grocery Stores. Have you hamstrung your sales force by limiting the audience you have . My quern concern is youre capped. We see this as step one. I think were at the tip of the iceberg. Yes, the Natural Products market is growing, yes people are becoming more and more aware of better for you condiments, but at the same time there are other thing that we can introduce, too, you know, other foods that are either related in the conned meant world that might be less niche at a more successful price point that would allow us to access more of the mainstream and broader market. Where and how am i going to convince the guy that ate the heinz and that ate your ketchup to say, hey, i want you to spend this much money to eat this. I just dont see how that works . I think context is a really big part of it. When someone sits down at fish tag, for instance, i read about this place on the internet, and all of a sudden these get this ketchup. That context, especially how special a experience is for someone, it triggers something in someones mind. So you heard what mark and scott had to say. So the question is, are you in or are you out on sir kensingtons . Nick . At the end of the day im a believer that better tastes better and the american palate is moves in a direction the consumer is moving that the 50yearold products that have sat there unchallenged that those products have to be afraid. So im in. Nick, what about you . I think the mayonnaise is an interesting product, because when i tasted that, i think people want to associate healthy things and they know that mayonnaise is not healthy. I think as you start to introduce these new condiments, i think thats really the route that will see a lot of growth for you guys. I love this product. Im in. Right now i think if youre going up against the big guys, its going to be a tough go, no matter what your price point. Unfortunately, guys, im going to be out on this one here. So, guys, you heard the ins and outs, two ins, one out. Whats your react . To your point about competition against the big guys, absolutely its a big challenge. This is a country that is dominated by a lot of monopolies in some ways. The expansion of more products that some new markets may not be as monolithic, i think thats what excites us. So were excited to keep growing. Outstanding. Guys, thanks for joining us. Thanks so much to mark and scott and to our panelistsic nick and chef michael. And thats the power pitch. Salsas, barbecue sauces, everything, man. I would be in on that one. Are you in or out on sir kensingtons . Go comment online and follow the conversation. Ty, i tasted it. Its delicious. The ketchup is delicious. Gold prices, were down 19 bucks on gold as equity markets move higher. But palladium is the biggest loser, the tensions in russia once again taking its toll. The nasdaq in terms of equities, its the biggest loser today, dragged down by momentum stocks really getting hit very hard. Seema is a back with us for an update. Whole foods is a big loser on the nasdaq, giving up much of the 2013 gains. While many analysts downgraded shares, Argus Research actually upgraded, writing that it expects Comparable Store sales to grow. So interesting call there. Elsewhere, social media stocks under pressure. Groupon down double digits, the sell offcontinues . In twitter, in shares of apple. It broke 600 a share earlier this week. Back over to you, sue. Thank you, seema. We had the tenyear note auction earlier this afternoon. Lets see how the bond market is faring with Rick Santelli. Hey, ricky. Hi, sue. You know, its an amazing day because of the yield curve. I know we had a tenyear note auction, but all the action down four basis points, sends those maturity on the short end that have been stubborn when it comes to rallies, mostly selling off, so look at the intraday five. 164, close to 168. Look what its doing to the spreads . Look at so we are steepening. There hasnt been a lot of steepening of late. Year to date back to that tenyear, once again hovering around that february 3rd 257, 258 area, doesnt seem like we could close above it, but thats what we want to monitor. All that movement in Interest Rates really hasnt changed the landscape. Still hovering at the lowest level since the fall of 2012. Tyler, back to you. Rick, thank you very much. Good energy for gaslog. Next our exclusive interview with the companys ceo on why the market for liquefied mike benefit. Tdd 18003452550 trading inspires your life. Tdd 18003452550 life inspires your trading. Tdd 18003452550 where others see fads. Tdd 18003452550. You see opportunities. Tdd 18003452550 at schwab, were here to help tdd 18003452550 turn inspiration into action. Tdd 18003452550 we have intuitive platforms tdd 18003452550 to help you discover whats trending. Tdd 18003452550 and seasoned market experts to help sharpen your instincts. Tdd 18003452550 so you can take charge tdd 18003452550 of your trading. Welcome back. Check out shares of phillips 66, the stock is moves higher. Raised its quarterly different, thats now a 2. 4 annual yield. Phillips 66 currently trading 85 bucks a share up about 0. 9. Lets get more on the trading action here. Mary thompson is on the floor. I6789s investors are telling with the pending alibaba ipo, which raises questions about some of the valuationses of similar businesses. Insurance stocks humana another Health Company with stronger than expected results. American express benefiting, in particular basics look trong today. The yield curve is helping. Travelers higher as well, verizon and ver risen. Allstate reported stronger than expected results, the insurer getting hurt by the strong winter which increased personal and auto claims. And then consumer staples, or consumer stocks getting a bid too, today. Stronger than expected results from molding coors, and then mondelez announcing a restructuring. So both of them very strong performers for the s p. Once again the dow is up the 7. Sue, back to you. Thank you, mary. And there was the opening bell this morning. Gaslog makes its public debut on the New York Stock Exchange today. Its a liquefied natural gas operator. The shares have been enthusiastically greeted, theyve moved the stock up 25. 5 in todays trading session. Ceo paul hogan is here to tell us about the plans also with us is bob pisani. Welcome and congratulations on your ipo. Very good to be here, very please the how the stocks traded since this morning. One of the traders that i talked to said that one of the reasons its being so enthusiastically received is not only the fact that you plan to pay a pretty sizable different probably sometime next year, but also because of the geopolitical situation is really playing right into your hands youre the type of company that investors want to seek safety in. You know, what we do is we ship natural gag liquefied natural gas is frozen, put into our vessels, and transported around the world. When you look at whats happening in ukraine at the moment with the pipeline gas coming in from russia, and 30 of the european gas comes from russia via pipeline, half of that goes through ukraine form one are one op is to take that liquefied natural gas and its really about security of supply that we are offering with our ships. First, congratulations on the ipo. A tough day for the prarkt, yet you priced at the high end of the range. Thats a good sign for the company. I want to ask about that geopolitical question. Lets assume theres suddenly a demand in europe as a potential replacement. Is there enough supply to do that . Number two, there a delivery method thats feasible . Could you actually deliver sizable quantities of liquid natural gas should there be a need to do so in europe . This is not something you can put in place quickly. You need to put the infrastructure in. Were seeing at the europe more regasification terminals. When we bring the frozen gas, it has to be regasified and then put in the pipelines, so it takes time for those terminals to be built and it would take time for the supply of gas to catch up with the demand. I would note, just as i recall, japan gets most of its energy will you liquefied natural gas. This is technically perfectly feasible. It may not have the supply or terminals there in europe, but japan does this now, am i cricket . Absolutely. Japan takes about a quarter of the worlds liquid natural gag at the moment, uses it for the power industry, so its a very feasible way for us to deliver gas into europe. Very quickly before we let you go, you expect to pay a dividend of 7. 5 for the year ending june 15th. Thats a very sizable dividend. Im sure that will be attractive for those looking to add income to the portfolio. But the cash you raised, what are you going to do with it . We have a growth pipeline at the parent company. This is around mlp. We have a large number of ships we can continue to drop do you know into the mlp. Were confident over time we can continue to grow the business and grow the different for the company goings forward. All right. Congratulations again. Nice to have you with us. Ty, up to you. A pleasure. Whole foods taking a beating today after missing earnings estimates and cutting its forecast. Whats this say about the health of the American Consumer . Sarah eisen has some clues. Sarah . It turns out its not just whole foods. Some other big names im following are raising serious red flags about the health of the consumer here in the u. S. And around the globe. Ill get the warnings signs to you when we come back on power lunch. You, my friend are a master of diversification. Who would have thought three cheese lasagna would go with chocolate cake and ceviche . The same guy who thought that small caps and bond funds would go with a merging markets. Its a masterpiece. Thanks. Clearly you are type e. You made it phil. Welcome home. Now whats our strategy with the fondue . Diversifying your portfolio . E trade gives you the tools and resources to get it right. Are you type e . Without standard leather. You are feeling exhilarated with frontwheel drive. You are feeling powerful with a 4cylinder engine. [ male announcer ] open your eyes. To the 6cylinder, 8speed lexus gs. With more standard horsepower than any of its german competitors. This is a wakeup call. Cozy or cool . Meow or woof . Exactly the way you want it. Until boom, its bedtime your mattress is a battleground of thwarted desire. Enter the allnew sleep number classic series. Designed to let couples sleep together in individualized comfort. Starting at just 699. 99 for a queen mattress. Hes the softy. His sleep number setting is 35. Youre the rock, at 60. And snoring . Sleep numbers even got an adjustment for that. Find your sleep number setting only at a sleep number store. Know better sleep with sleep number. Constipated . Yea dulcolax tablets can cause cramps but not phillips. It has magnesium and works more naturally than stimulant laxatives. For gentle cramp free relief of occasional constipation that works mmm mmm live the regular life. Welcome back to power lunch. That stock is moving higher after Much Research firmed initiated positive notes. Cd group noding tect be a takeover target. Right now trading higher up more than 1 . For lamar, i do note its falling after weaker than expected revenue. Sue . Sheila, whole foods is the latest consumerrelated company to report earnings, misting estimates, disappointing with the outlook. Theyre done 20 today. What does this say about the state of consumer . Sarah eisen is here with me. The state of the consumer in a word were calling it is rotten, at least if you look at the lens of recent reports from some of the biggest name consumers staples. Obviously we should start off with whole foods getting absolutely whacked. Earnings, the outlook, comp store sales, all missing the mark. Whole foods is struggling with very sbensz competition as mainstream grocers move onto its turf, but the coceo john mackey did say macroeconomic factor and weak consumer Severe Weather were hurting the sales. Kellogg reported net sales decline of 2. 9 from last year for north america. Brought down by soft cereal sales in the united states. Clorox dropped nearly 2 when it comes to its sale in most recent quarter as well. More evidence of an unhealthy consumer environment can be found in Procter Gambles reports. P g, from Beauty Products to health care. Each of these companies obviously faces its own problems in getting the businesses to fire on all cylinders, but this is a common sluggish theme. The question is what is behind the overall weakness . First the softs in in the u. S. Market. Weve seen stagnant wage growth, a rockie economic recoveries, and all hitting domestic consumers. Second, international impacts, currency fluctuations, geopolitical situations creating a tough market and lower profits, so investors should really be looking out for certain buzz words that you already are hearing about how they are addressing the weak environments. Words like expanding stores. Innovating with new products, and price cuts, another biggie, cost cuts. All of these factors could help get these consumer names back on track, or at least do enough to satisfy investors that are worried about this weak sluggish consumer environment when the consumers arent spending on the basics. Sue . Sarah, thank you very much. An alibaba ipo means big money for partowner yahoo. What with she do with all that cash . Shes speaking at the top of the hour. Should you dump the mining coal stocks . And a private jet company is Offering College tour deals. Power rundowns is coming up next. At delta were investing billions of dollars, improving everything from booking to baggage claim. Were raising the bar on flying and tomorrow well raise it yet again. At your ford dealer think . They think about tires. And what theyve been through lately. Polar vortexes, road construction, and gaping potholes. So with all that behind you, you might want to make sure youre safe and in control. Ford technicians are ready to find the right tires for your vehicle. Get up to 120 in mailin rebates on four select tires when you use the Ford Service Credit card at the big tire event. See what the ford experts think about your tires. At your ford dealer. Could mean less waiting for things like security backups and file downloads youd take that test, right . Well, what are you waiting for . You could literally be done with the test by now. Now you could have done it twice. This is awkward. Check your speed. See how fast your internet can be. Switch now and add voice and tv for 34. 90. Comcast business built for business. Maries Marissa Mayer to speak soon. How should she put that cash to work . What worries me is theyll get Something Like 12 by on, Something Like that, and 20 billion in the company still. The stock is only a market cap of 25 billion. Theyre saying yahoo is worthless outside of ali baba units you know, traders are saying that an investment in yahoo is in essen an ali baba investment with a costfroe oops for other parts of the business. If you look at it that way. Its disturbing that everyone has known that for a while. Shes not adding any more value. I dont want to insult the woman, but thats what the market is saying, and thats a little disturbing. News on stanford, nearly 19 billion in endowment cash. The school says its no longer going to invest in cole mining companies. The first Major University to lend support to a stop investment in fossil feels. Of course, stanford named after leland stanford, a train guy, presumably some of those trains ran on coal, so theres a little irony there. You had expect more endowments to do this . Theyre not the first. Its been a pop you list uprising among students, more investment in clean energy and technologies. What theyre in essence is doing is say, hey, administration, can you invest in these type of companies . I think its a trend you may see continue. With the university of texas, their trustees bought a pile of gold a few years ago, so i look at it purely from an investment point of view. Apparently the guidelines say they can do anything that affects corporate policies that could create substantial social injury. Unfortunately this is sort of caught up in the whole climate change, sort of a political question. I question whether or not people are making important investments that could affect the future of the endocument. I can see how people divesting things could hurt it down the road. Magellan jets Offering College tours starting at 43,500 to help you and your child see prospect tifr campuses. You get Something Like ten hours of jet time for you and your family to travel the company says education is a top priority, but starting at 43,000 for a tenhour flight . Thats a oneyear college tuition. I think education . I think education is put it into the college tuition. I did it old school. My parents flew me to new york and we drove for hours on end to visit schools. Maybe thats just the way to do it, economically at least. Whats coming up on street signs . Hey there, ty. Nuns other that is right Marissa Mayer, well be taking the to the conference live. Boy, do we have a lot of things we want to know from her. Live, are you going to use those pros from the massive ipo . Amazon might be out there and wowing us with those sexy plans, but theres an unsexy side of the business that would trump them all, and a lot of other things. Make sure you join us. But what if you could see more of what you wanted to know . With fidelitys new active trader pro investing platform, the information thats important to you is all in one place, so finding more insight is easier. Its your idea powered by active trader pro. Another way fidelity gives you a more powerful investing experience. Call our specialists today to get up and running. Today is wednesday today, we greet you. Treat you. Care for you. Today, you can come to Cleveland Clinic for anything, everything or just to get that thing checked out. Big, small, and yes, the best heart care in the nation. Its here everyday, for everyone. Thats the power the power, thats the power of today. Cleveland clinic. Call today, for an appointment today. Welcome back to power lunch. In a surprise move the company is raising prices at more than a third of its shipments. Fedex will actually be pricing packages according to size. Fedex is trading higher on the news, but the big question, of course, is will u. P. S. Follow . Well have to wait and see. The stock is trading higher in the meantime. Sue . Thank you very much, sheila. Lets check the market. Its been a strong market day. Off the best levels of the trading session, but still up about 73 points on the session. The s p is still positive as well, the nasdaq obviously the biggest percentage losering off 1. 10 . The tenee know f. Were at 2. 58. Thats a concern for market traders. That will do it for this edition of power lunch. Well see you tomorrow. Street signs begins right now. And welcome to street signs, where the dow is up, russia may be finally ready to talk about ukraine, and whole foods is in a lot of pain. But the big story right now. Marissa mayer about to speak at the tech disrupt conference in new york. You will hear it here live when it happens. Thats not Marissa Mayer. That is not. There are two other people on the stage. We want to know what kinds of things, dont we, brian . Obviously we want to now how shes been transforming yahoo. Theyve been making dozens of