Many of them are getting an early holiday gift. Record highs today. Again, now for the down u dow, the s p, the russell, and the nasdaq their own record territory, many on a tear sense the election,as you know, and well look at which ones still have some room to run and which ones may have run their course at this point. Retail has been a big winner in this trump rally, but weve got someone who says amazon prime could still be a big threat to the sector. Well tell you which stocks are most at risk. Also, donald trump says that he spoke to apple ceo tim cook about a large tax cut that could motivate the Technology Giant to build a big plant here in the united states. We have the impact of mr. Trumps tax policy on jobs and Corporate America and their buyback pobltsd. Thats all coming up here. We begin with black friday. Weve got our reporters online. The frontlines all over the country. Courtney reagan at the Fairfield Commons mall in dayton, ohio. Morgan brennan is at a jc penney store in garden city, new york, among others, but well start with you two guys. Are you. Reporter mall managers are saying that online sales so far are strong. Shopping Center Manager jll is actually saying its locations are reporting that the big box retailers did, in fact, dominate early shopping. 73 of jll Shopping Centers are reporting sales on par or up from last year. Now, adobe says thanksgiving day online sales up 11 , just shy of 2 billion. While couch consumers are certainly growing in numbers, there is one thing for certain. If you are a shopper that comes out to hit the stores on black friday, you shop until you drop. We have not gone to sleep yet. Really . Yes. We had our turkey, and we moved out at 6 30, and weve been going strong. We stopped at kohls and came straight to the mall after that. We started at walmart. Weve been to target. We have been to the outlet malls in cincinnati. Were going to do a bunch of other places i cant even think of. Reporter now, you may not realize it, but appliances, home appliances, like washing machines, refrigerators, are actually a really big purchase on black friday. Shoppers trying to take advantage of big discounts to get their homes ready for holiday hosting, but i dont want to ruin it because Morgan Brennan is going to tell you all about that coming up. Back to you, guys, in new york city. Thank you, courtney. Lets get over to morgan who somehow got rid of that will sweater, morgan, with the lights. That was i liked that sweater. Shes in a j c penney store that kick odd of the rush at 3 00 p. M. Yesterday. How did that go . Yes, thats right. I got rid of the sweater, but i got another prop for you. Lets talk a little bit about jc penney. This is one of nearly 1100 locations that has been open since 3 00 p. M. Yesterday. Its the earliest start time out of the major retailers. This particular location has been open for 21 hours straight, so it has been busy for a majority of that team. In focus as courtney just mentioned, is appliances. Home goods. Especially appliances. This is a big pafr the turnaround strategy for jw penney. The company has been rolling out about appliance storerooms like the one around me in about 500 stores, and as i mention, its part of their turnaround strategy as it bets on the housing recovery under Ceo Marvin Ellison who came on board last december from, says what else, home depot. Things like washer and dryer sets, for example. They say the average discount that theyve been giving on these appliances is about 30 . Analysts say this is a very positive for jc penneys in terms of the timing of the showrooms because as courtney just mentioned, appliance sales are very strong during the holidays. We actually see the highest transaction volumes during the Holiday Season for appliances. In addition to the home goods by the way, there are a lot of shelves picked clean perform towels and linens. Were seeing shoppers that i have spoken to saying theyve bought a lot of boots and a lot of athleisure and makeup at the sephora boutique. People are conscious of the prices theyre paying. It really shows folks coming here that done their homework ahead of time. Guys. Yes. Can you tell shes a new mom . Its perfect. Thank you, morgan. See you later. Which Retail Stocks are best for investors this Holiday Season. Some of the worst performing stocks over the same period of time tend to be sears, barnes noble, big lots, and game stop. Joining us with the picks are from cnbc headquarters. Great to see you both. Where do you think you guys didnt tell me to bring props. Whats interesting is aye been hearing a lot about appliances, and you think about these big ticket timz. The only reference to a sweater was that oh deer sweater, and its different than it used to be. In the context of what this black friday is, its seeming to become a little bit more of a utility purchase rather than that gift discretionary purchase of im going to splurge and take advantage of a very cheap sweater. All that being said then, should you are a void some of the usual winners and stick with Something Else . How would you play this . Its interesting to us when we think about it. The winners that we see are the ones that dont have to go with the 40 , 50 box off deals. The companies that are less black friday intensive, the ultas, through cosmetics and athleisure seem to be the winners for us. The ones that jump in and go 50 off, theyre getting hurt. You look at amazon as a big reason why a lot of the cache of black friday has been lost, right . Right. They started their deelds much earlier. Theyre really hitting consumers every day with offers and deals and a lot of shopping is being consolidated on the amazon in the amazon system because of prime. If you have prime, you are doing as much of your shopping as you can on amazon just because its easy and, you know, the shipping. Its become more and more important to see that integration between the online and the physical store. Some of those features like click and collect are very important, and just the ability to Service Consumers across channels is very, very important. Obviously Free Shipping is also important, but i think macys is winning in some of the categories at least for the holiday. The consumers are focused on such as personal care. Post nine and Rick Santelli checks in from his perch in chicago as well. Happy friday to all of you guys. John, the markets mike san tolly put it down today. Its gently moving higher. The activity we are seeing today is normal on a shortened session like this. I think investors are being patient right now waiting for next week. Weve got a very full Economic Calendar next week. End of the week we get the job numbers. Middle of the week is the end of the month. Well see activity with that. Now on top of that on wednesday theres an msci where theres going to be a large influx of liquidity into this market. Next week should be a pretty interesting gauge to see if we can see this santa claus rally continue. In this environment where we have these alltime highs, a lot of focus on the retailers. Where are you focused . Where do you see good opportunities . Were talking about the same exact thing. We dont have any competitors. They kind of cornered the market. Yes, youre paying a lot, and sooner or later they will have competitors. You have be to careful of that. Sometimes unlike some of the hosts or guests out there who are always krarian, sometimes you have to admit when something is good, you got to ride it out for slongsz you can. I dont think thats going away any time soon. Courtney reagan tagged us as couch consumers. There you are. We wear the label well. A bit of a pause. The rise in rates. Do you think the markets have gone about as far as theyre going to go before we see any kind of a rate rise for the fed . Whats going on here . The markets are going to do what its going to do. We pretty much see what its doing. Right now the dollar index is a whisker lower than it closed on wednesday at 1 on 1. 70, which is the best close going all the way back to what the spring of 2003. Theyre closing at the levels of somewhere around 2015. Well over a year. I think that the markets will do what theyre going to do. The fed needs to tighten. I actually think it brings more problems than it solves, but i still think the market is going to keep moving. I think that jonathan is correct. This is a big day. We get our second look at Third Quarter gdp and adp and the dura labor statistics november jobs report. A variety of housing data. Chicago, ism national. See, the real issue is we have had many big fits of growth that were nonsustainable. Maybe this is sustainable and overlaps with all the other issues the market is trying to grapple with. All right. We have to go at this point. Good to see you. Jonathan, thank you. Ebenezer scrooge, nice to see you as well. Have a good holiday weekend. Weve made a few friends around here. We have. Its family day, and everybody is trying to get on camera here. How are you . You want to be in the shot there. Out of the traders family coming down for this day after the thanksgiving holiday. We love this day. The dow the s p is up 5. A strong session for the nasdaq up 11 is. The russell up three. Up next president elect trump says he is making progress in his words and keeping a plan indiana from moving to mexico as one of his big campaign promises. Well have the latest developments on that and dauk about whether mr. Trump can deliver on other promises about jobs that he made during the campaign. Coming up. Also coming up, how to trade the trump rally. Youre watching cnbc first in business worldwide. Small business saturday is our day to get out and shop small. A day to support our community and show some love for the people we love. And the places we love. The stuff we cant get anywhere else and food that tastes like home. Because the money we spend here can help keep our town growing. Tomorrow is Small Business saturday. Lets shop small for our neighborhood, our town, our home. Get up, all get together and shop small. If you are just joining us, were in the last hour of trades. Half day because of the day after thanksgiving, black friday. The dow, the nasdaq, the s p, the russell. All in record territory. The industrial average up 55 points. Theyre looking at possible acquisitions right now. Swiss drug maker confirming that j j confirmed its takeover target. The deal could be worth about 17 billion. No small change there. Some energy names in the laggards today. President elect trump is getting process and moving a u. S. Factory to mexico. Lets get to phil lebeau. The plant in indianapolis. About 1,400 employees there that are expecting their jobs to go down to mexico over the next three years. President elect trump sent out a tweet and certainly encouraging news on thanksgiving saying i am working hard. Even on thanksgiving. Trying to get carrier ac company to stay in the u. S. Making progress. Well know soon. A short time later carrier on its own twitter account put out this tweet. Carrier has had discussions with the Incoming Administration and we look forward to working together. Nothing to announce at this time. A typical employee makes between 16 and 21 in indianapolis. If they move to mexico and they complete that move, the expectation and this is purely an estimate, the expectation is that the workers in mexico will get about 3 an hour. Also, ive had a number of people ask me today, well, this is a huge deal for united technologies. Certainly this has an impact on the bottom line. Its a diversified company when you look at otis elevator, 21 of its sales. Aerospace 25 . Then the part for carrier falls under the Climate Controls and security division. Thats the largest chunk of the business. 29 . Carrier is only a part of that division as you take a look at shares of united technologies. Our own david faber is talking with people who are familiar with these discussions saying there is progress being made and there are no details regarding whether or not we will see something finalized or what kind of progress they are making. The bottom line is this president elect donald trump last week said he had worked with ford to keep lincoln manufacturing in kentucky. Now he has tweeted out that he is working with carrier. Theres no doubt that he is getting the attention of ceos in italy. Sergio, who is the ceo of Fiat Chrysler said trump is a game changer. Guys, back to you. Phil, thank you for now. Well see you again next hour. Thats phil lebeau outdoors in chicago. Donald trump also said in an interview the New York Times recently that he spoke with apple ceo tim cook about bringing jobs back to the u. S. In their conversation trump told cook he wishes apple would build a big plant here. He said i think well create snebtives for you, and i think youre going to do it. Were going for a very large tax cut, which youll be happy about. So can mr. Trump really bring these jobs back to u. S. Soil . Lets bring in cnbc contributor jimmy p. From American Enterprise institute. Weve got our Senior Markets commentator mike san toll santo board as well. Its about taxes and regulation. If you relax both of those, is that enough to bring more jobs, a meaningful number of jobs back to the u. S. Them making something and them hiring lots of people is two different things. Its been a huge distraction during this campaign that we have talked about the impact of trade and globalization. Its really to a great extent, yesterday a story. Todays story and tomorrows story is the effect of automation on the American Work force. Mexico versus u. S. Workers. Its not a close call financially. I think you have to ask the question, what is this a relatively unique situation given the fact that this is a particular plant. Mentioned a lot on the campaign trail. It happens to be in the state of the Vice President elect, and if were talking about just making gestures of preserving a few jobs, yes, Big Companies might be able to do that, but doesnt it involve either an implicit promise or implicit threat is the president is pushing on you to do this. Yopg were going to need to make this call. Its all about the incentives that come down. Also, one ironic thing, since mr. Trump was elected, mexican peso has lost so much value that if you kartd about the numbers, its even cheaper to put production over there. I mean, thats the problem. Jimmy, isnt it . We have to go in a second here. Wages and benefits have priced the American Worker out of the market, and its much cheaper overseas. You wonder how you roll that back enough to make it economical when you have companies especially publicly traded companies that have a fiscal fiduciary responsibility to their shareholders. What is the impact of company after company being nudged by this administration to do something they feel is not in their best business decision. This is we have the ford plant. Bringing that money back if there is a tax holiday. What are they going to do with it . Investors are able to see a little bit of a clearer line there. If you have a tax holiday, 10 on foreign cash held over there, you bring it over here. Goldman sachs its only 200 billion of 1 trillion stashed overseas by s p 500 companies would be returned, and they think immediately it goes into buybacks. Investment, yes, but buybacks in a big way, and whats interesting is those stocks that buy back a lot of their own shares have been outperforming quite a bit since the election. Its going to go in shareholder pockets. All right. Guys. Thank you. Jimmy, gooed to see you. Have a good holiday. Mooiks, see you next hour. We are heading to the close because this is the last hour of trading on this black friday. A half day for wall street. The dow up 55 points in record territory. In fact, all the major averages. The s p, the nasdaq, the russell all in record territory here. Coming up, more on the impact that Online Retail is having on brick and Mortar Stores this black friday. Closing bell will be right back. Guyhey nicole, happening here . This is my new alert system for whenever anything happens in the market. Kids a natural. But thinkorswim already lets you create custom alerts for all the things that are important to you. Shhh. Alerts on anything at all . Not only that, you can act on that opportunity with just one tap right from the alert. Wow, i guess we dont need the kid anymore. Custom alerts on thinkorswim. Only at td ameritrade. This is where i trade andrs. Manage my portfolio. Since i added futures, i have access to the oil markets and gold markets. Okay. Im plugged into equities trade confirmed and i have Global Access 24 7. Meaning i can do what i need to do, then i can focus on what i want to do. Visit learnfuturestoday. Com to see what adding futures can do for you. Can you see the dow, the nasdaq, the s p and the russell with those names. Thats good for new highs. Well have 33 minutes to go into the close. By the way, happy holidays to anthony nodo. Twitters new chief Financial Officer has 12 million new reasons to be thankful. According to a filing with the securities and exchange commission, nodo has been awarded an annual stock package worth up to 12 million, which reflects his increased role at the company. Noto has served as twitters chief Financial Officer for the past two years. He is replacing adam bain who announced his departure on november 9th. Yeah. Now he is chief operating officer and he is one of the few twitter officers who has been buying twitter shares over the last couple of years. Firefighters making progress today. Its just one of dozens burning around the country. Leaders blaming arsonists for some of the blazes that have damaged or destroyed hundreds of home. More than 60,000 israelis have had to flee, but no reports of deaths or serious injuries. The attack would be the deadliest one by isis since 300 were killed in the region last yul. The trump team saying cabinet announcements wont be made this weekend. A transition aide repo