Liz the top three stories you need to know. Its anything but childs play. Hasbro taking toys and characters linking them to tv shows movies social media even their own tv network. All pushing the stock near 52 week highs. Hasbros ceo on reinventing toys and games, even the easy bake oven. Plus its not just a grown up problem anymore. One in a million kids now have abnormal levels of bad cholesterol. A company is helping them fight it. The ceo is talking to us exclusively about the treatments and opportunities. And theres mardi gras celebrations fill the streets of the big easy, the Economic Outlook not so easy as the president gears up for tonights state of the union address. Thats six hours away, but were live with the latest from the white house. Countdown begins right now. Liz here we go everybody. Im liz claman. It is the last hour of trading. Welcome to countdown to the closing bell. Stocks are moving higher. You can see the Dow Jones Industrials, s p 500 and the nasdaq on the lower right hand side of the screen. But we wanted to focus specifically on the dow. Since the blue chips are leading this market higher and you guys own a lot of them in your portfolio, on your screen, the dow is now about 1 away from its all time closing high of 14,164. 53. We have to always point out the. 53. That was set back on october 9 of 07. Look its true, momentum sometimes begets momentum. So we are watching the next 59 minutes like hawks here on countdown. But in the meantime, in terms of market breadth, you have broad participation. Most of the dow 30 in the green. Back of america bank of america is the biggest percentage gainer and also the biggest volume leader. Bank of america moving higher. Cocacola though one of the few weak links. Q4 earnings did come in ahead of estimates but revenue missed, came in just below expectations on weak sales volume. That puts it in sort of that point where people dont like to see it, especially if they own it, and they are long cocacola. In the meantime, it is as we said, bank of america and the financials that are the real standouts here. Some of the names you might have exposure through, like jpmorgan, pnc, state street, citi. Lets take a look at the spdr select etf. Its a basket of these names. Its risen to four year highs. Not quite at five year highs. But four year highs. The idea being that money is flowing out of bonds and back into stocks. And if rates were to tighten somewhat, not too much, but tighten, the yield curve is good for bank lending and hence good for bank stocks since the spread between deposits taken in and the fees earned on loans widens. Taking that a step further, individual names, look at Goldman Sachs, it is trading at a 52 week high. Right now goldman up by 1. 79. We have citi up 1. 27. Decent gain for citi at 3 . Look at that level at 44. 42. Its finally getting closer to what some investors who got in before that gigantic reverse stock split were hoping to see it at. We have got wells fargo, wells fargo moving higher by 26 cents at 35. 53. And aig, the insurance giant is now reversing, but it did hit oneyear highs earlier today. Right now down just about 1 1 1 4 1 1 4 . I want to point out once again, bank of america far and away heavy trade volume. But also sirius xm, facebook, blackberry, these make things interesting for the floor show. Lets bring in the traders at the New York Stock Exchange cme and nymex. It really feels like it is coming to full bloom at this point, or is there more room . Well, liz, i think you need to have the benefit of a little history. The fact is if you go back to 2000 and you see where the dow and the s p was then, relative to where it is today, we really are going nowhere. Liz right that is true. I mean the fact is we have been in this elongated trading range which has had as much as 50 correction from the highs to the lows which actually mirrors what we went through from 1968, which you werent even born yet but 1968 to 1980. You know, we had the same dynamic when it took, what, 12 or 13 years for the dow to punch through a thousand. Now i think what we really need to do and probably dont have the time to do it now is you need to look at what was going on in the world then as opposed to now to really determine whether or not theres going to be enough momentum to take the market to higher highs. I mean right now they sort of look that way, but at some point, they are going to need to be supported by a dramatically improving economy and dramatically improving corporate earnings, and though the technicals are very positive, and the momentum certainly favors everything moving higher, it remains to be seen whether were actually going to get there. Liz well, were looking at a ten year now. As you can see, yes, there is a way to go, definitely, from what you talked about, especially for those of us who have been saving beyond that, since 2000 or before. But charlie, teddy makes a great point. What was in place back in 2000 . Aside from the fact that there were stocks like all the dot coms that had gone public. Can we get there again without some of those positive moves . I think there was a big important thing. There were a lot more jobs back then. You were just starting to move into the section really if you look at the time period, you had come out of a dot com area and we were moving into what i call the housing era. I think you had a lot of money, refis, again had everything going into the Housing Market that led up to the bubble that we all know what happened there. Moving fast forward to today, i think whats dissimilar is the amount of money thats on the side lines. I think were seeing so much money on the side lines now, and its really kind of a doubleedged sword, liz, because where do we go . You say gee, what is going to push the market higher . It is going to be the Retail Investor really coming back into the market and thats probably the next leg up. But then you think historically liz what does the Retail Investor do . They tend to buy the highs and sell the lows. I dont know if thats bullish or bearish. Liz im with you, a little bit bearish. I mean for a year people have asked the same question, charlie. I mean for a year people have said what is going to push this market higher . We have europe as a problem. We have all kinds of questions. Theres a fear trade going into treasuries and look what the markets did, they moved higher. Exactly. That was absent the Retail Investor. Liz speaking of who wasnt born that long ago, elliot warren, but a young pup back then. I was not alive in 68 either. See, teddy, hes rubbing it in. Thanks a lot. Thats his problem. Oil is alive. It is moving higher today, elliot. And i see brent as well. For once they are moving in lock step. You know what . If you take a look, we saw the products actually had a bit of a sharper move. Crude up a few pennies, maybe 40 cents. They are always making for a new story, like i always come on, im like a broken record with crude, we have been in this range for 95 to 99 dollars for quite a while. Volatility is very cheap in crude oil. Liz youre talking about products. Are you talking about whats in the heating oil . I think i was looking at the rbob gasoline contract. That seemed to be leading the charge when i was looking earlier. Liz okay. Im looking at rbob right now. We see it up just under a full percentage point for a march delivery, i think. So yeah about 3 dollars and four pennies. When you look around everything else, i mean, its not that it is a huge move, it is a little bit more significant than the crude thats like the tail wagging the dog, i guess. Like i said, i think they are waiting for a story. Its also like what teddy said. It seems like theres a lot of money sitting on the side lines and people are staying out of the market. Liz well we were around in 1968 and alive and kicking. Thanks a lot. That was before my time. Liz okay. Get rid of elliot right now. [laughter] liz with the market looking so much stronger than four years ago, no doubt president obama could very well lean on that tonight as just under six hours from now, he will lay out his plans for the second term in tonights state of the union address. But hes expected to focus not on the markets but on the economy, and i guess peter barnes, that nagging repetitive question of stronger job creation . Peter thats right, liz. While the dow may be getting close to its alltime highs again, the Unemployment Rate is nowhere close to its all time low. Still stuck around 8 . As you know, and as a result, the president is going to focus on the economy and jobs tonight, pivot to that from kind of the social issues that he talked about in his inaugural address. Now, his aides say though that the blueprint that he outlines tonight for trying to improve the economy and trying to create more jobs is going to sound pretty familiar. Take a listen. Can only happen in a bipartisan way where neither side insists on giving 100 . What that really means is we are going to have to do the harder things which is have entitlement savings, but we also cant expect as some republicans might like that were going to do all future deficit reduction on medicare, medicaid education and we cant even a penny of revenue from tax reform to help lower the deficit. Peter now, on the president s commitment to cutting spending, House Speaker boehner told reporters today, quote, i dont think he has the guts to do it. He doesnt have the courage to take on the liberal side of his own party. Never has. Liz, want to point out that, you know, the first lady has guests up in the gallery there when shes when they come to the state of the union address. Among them, the white house confirms, will be tim cook, the ceo of apple. Liz . Liz apple, yeah, he had a big day at the Goldman Sachs tech conference saying it was a silly side show that investors want them to move some of that cash pile back into shareholders hands. We will be watching for that. Thank you. Peter barnes at the white house. Keep it right here on fox business for complete coverage and analysis the way you need it of tonights state of the union with neil cavuto beginning at 8 00 p. M. Eastern. Again from that business and financial angle, you have got to watch it. We will be right here for you. Closing bell ringing in 50 minutes. We have the Dow Jones Industrials up 52 points. A lot of green on the screen. Broad based rally. We will be right back. Stay tuned. Im a conservative investor. But that doesnt mean i dont want to make money. I loveaking money. I try to be smart with my investments. I also try to keep my costs down. Whats your plan . Ishares. Low cost and tax efficient. Find out why nine out of ten large professional investors choose ishares for their etfs. Ishares by blackrock. Call 1800ishares for a prospectus which includes investment objectives, risks, charges and expenses. Read and consider it carefully before investing. Risk includes possible loss of principal. Today is gonna be an important day for us. You ready . We wanna be our brothers keeper. Whats number two we wanna do . Bring it up to 90 decatherms. How bout ya, joe . Lets go ahead and bring it online. Attention on site, attention on site. Now starting unit nine. Some of the worlds cleanest gas turbines are now powering some of americas biggest cities. Siemens. Answers. Nfc, afc, offensive lineman, defensive tackles, quarterbacks and cornerbacks are all living united. To ensure the academic success of millions of kids in our communities. All the way to graduation day. But that wont happen without you. So take the pledge at unitedway. Org. Make a difference in the life of a child. Suit up like your favorite nfl players, and become a volunteer reader, tutor or mentor with uted way. Liz there is a name called masco that we talked about last week as far as housing recovery is concerned, lets get to Nicole Petallides and see how it is really doing since one of our guests came on last week and said they loved masco. Nicole today is a new 52 week high and when i charted it, it goes back to the year 08. So setting some new highs here today on wall street. Its up 12 . We talk about housing. We talk about the recovery, and masco goes right along with it. We have seen the growth there. You talk about remodelling, rebuilding, new home construction. The ceo came out and gave a glimpse of growth, and so with that, you see a good quarter and a good outlook and thats why youre seeing it jump 12 . Back to you. Liz thats a great one year chart. A little heart palpitation early part of the year, but not bad. Thanks for bringing us that. Corporate earnings you could argue one way or another that yes they have been a bright spot recently, but a lot of companies are saying you know what . In the Current Quarter were not sure. We have to downgrade any expectations that will really beat estimates. Many investors expect the momentum though to continue in the new year. Are they right on that . How do you win with your portfolio . My next guest says too much euphoria built into 2013. Hurdles to overcome, but you undersell yourself because every time you come on this show, no matter what you find names to pick. Case in point, bonanza, it was something that you picked back in october. I said lets pick out what bonanza did because of what you had picked and why you liked it. This is up 51 . How did you know to pick this name . We do a lot of mathematical screening liz. We found the stock. It was selling around 4 1 2 times cash flow and the production was up about 150 . And it was exploding to the upside both on reserves and production and was very cheap on a discretionary cash flow basis. We called the company a couple of times because one of the rules we call and visit every company. And it seemed like it was a legitimately good business. Nobody had ever heard of it. It had just come public and we bought it. Because a lot of times it is easy to find companies that nobody ever heard of and to try to play in overpriced market in more efficient stock. Liz this is an independent oil and Natural Gas Company that operates in the u. S. Acquisition exploration development. There are a lot of companies that do similar things. But there had to have been one thing that grabbed your mind. Was it the cash flow . You had mentioned some of the other metrics too. Yes, the big thing was the explosion in the production. If ou looked at barrel of oil equivalent, measured oil to gas, up like 150 year over year. If you look at Big Companies you are happy if you get 3 to 5 percent growth, this is unheard of even though it is on a small base, to have 150 Production Growth and it was statistically very cheap. It was sort of a lay up in the low 20s. As you point out the stock is up about to 33, 34 dollars a show. Liz before we get to your next Bonanza Creek picks because you always have something new for us. The big picture here is you say theres too much optimism. You have said that for more than a year, scott, and the market has done very well. It has because valuations are still reasonable. But if you look on a bottom up basis, most of the s p estimates are like 110, 111 dollars a share. And thats reminiscent of what happened last year and it really came in at 97. 50. Lets be realistic nominal gdp growth this year will probably be 4, 4 1 2 percent. Margins peaked on the s p in the Third Quarter of 11 at 9. 51 . They are down over 100 basis points. General generously we think earnings this year might be 103, up about 6 1 2 . But that still puts the multiple pretty cheap. 14. 7 multiple. And by historic standards, which is about 16, it is undervalued. If you compare it to the alternatives in fixed income, i mean the yields are ludicrous, whether you look at treasuries all the way to the compression of the spreads against the curve in high yield. So equities offer much better opportunities, and a 14. 7 multiple is realistic. Liz we have been trying to tell that to viewers for the past nine months every time we saw the treasury trade, not that we sit here and give advice, but we listen to enough smart people like yourself and you say stop putting stuff under the mattress and yet we put up how you pick a stock and yet you dont just want to be picking anything that you see, despite the quality, there are things to look for. Your next couple of picks, lets get to them. Your two picks for today, Biomed Realty trust. What do you love about this one . More of an asset play, about 13 million square feet of space. It is reit based out of san diego. They do life science buildings. If you have a small spot or a big company, out in the San Francisco area, they build the operation, it is a triple net lease. The Net Operating Income is going to grow at about 11 , about 5 organic this year. If you look at the implicit cap rate, which is cash on cash, it exited the year at 7 , pro forma based on this years Net Operating Income. About 7. 3 cash on cash. I mean, thats very good because most of the reits today are somewhere between 4 1 2 and 6, 6 1 2 percent handles. And you have got nice growth. You are getting paid while you wait. Youve got a 4 1 2 dividend yield. Liz you like that. Thats good for people who are looking for income but they are getting growth to go with it. The dividend is well covered at about 1 1 2 times. Their interest coverage, basically their ebitda over interest to the operation is about 3 1 2 times. So its a bullet proof balance sheet. Its a good operation. And the life science is definitely a growth area for the 21st century. Liz your last pick and we must go but i wanted to give it to people is Ticker Symbol mntx. It is a scott black special and boy when you see what he did last time around, giving you advice in october about, you know, some of these names that are just doing so well, Bonanza Creek up 51 . Manitex is his second pick. Nice to see you. Always a pleasure to have a business barrons roundtable guy with us. Thank you very much. Thank you for having me. Liz any time. Scott black is with delphi management. Closing bell ringing in 39 minutes. A Major Hedge Fund going through significant changes. Some say forced changes. Investors may be taking their money elsewhere because of fear. Charlie gasparino has the very latest developments. Stay tuned. [ male announcer ] you are a business pro. Omnipotent of opportunity