of an earnings report. then newell rubbermaid. the retail patch -- i will clump cvs in there. i know it is a consumer staples company. but, you know, bu stuff. they sell stuff. that makes it a retailer for at least this report. cvs is very strong. home depot very strong thanks to an upgrade. saks got pummeled last week. strong for cvs. pharmacy benefit management business also very strong. and then home depot and saks along for the ride as well. pull those socks up, folks. they are down 10% year to date. you couldn't find a worse sector to be involved in. but they are strong. 3% moves down the line here today. micron and sandisk, very strong. >> thank you, matt nesto. covering it all. i think we are out of time. that's going to do it for today's edition request of "the call." >> see you tonight on "the kudlow report" at 7:00 p.m. eastern. "power lunch" is up next. welcome to "power lunch." tyler mathisen is off today. i'm sue herera. sovereign debt hanging over wall street like a dark cloud. not bullish upgrades of amazon and home depot can bring the bulls to life. >> i'm michelle caruso-cabrera. cit shares up 3%. they have a new ceo, john thain, former merrill boss. inspired choice or just another sign there are no ideas on wall street? >> i'm dennis kneale. our look at off-the-radar names you need to know. we continue that today with the stock up 24%. just at the start of the new year. doubled since the bottom. we are going to name it and find out if it is worth your money. straight ahead on "power lunch." here is what else is on the menu. >> toyota says it will have a prius fix soon. that means today or will we have to wait longer to get more answers from toyota? we will have that story coming up in a bit. >> i'm mike huckman. a first on cnbc live interview with the ceo of the biotechnology company that just announced it will charge 13 grand a year for the newly approved drug. >> i'm julia boorstin, los angeles. taking stock of who won the ad-bowl. doritos, goog hl a surprise spot that may have been a game changer. i will break down who attracted the most buzz. >> we look forward to that. under pressure once again on wall street today. variety of factors including some pressure in the financials. let's go to bob pisani at the new york stock exchange and get perspective on that. hi, bob. >> good news, sue is that the markets are holding up pretty well considering the credit pressures that have existed for the last couple of weeks. we had a nice turnaround late friday and today, despite those continuing concerns, the market is holding up. not so though with the european banks. you can take a look at the big names. down 4%, 5%, 6%. credit swooes is down. here's something interesting. notice gold is up here today. all the major commodities are up. once again, gold stocks are underperforming and has been going on for about a month now. traders are clearly thinking there is more value in holding gold than gold stocks. finally want to know wes going on with the homebuilders. positive comments on home depot this morning by morgan stanley. here's another group that's doing better than the overall market. last week homebuilders held up better than the s&p 500. once again here today, they are the group that's doing the best in terms of positive performance. trader talk about cnbc.com. how are we looking at the nasdaq? >> pretty good. barclays made positive comments saying the closure of the systems deal, they see good momentum for dell. up about 3%. priceline raised to a positive from neutral at susquehanna. expedia on the online travel site. meantime, amazon also getting an upgrade over at collins stewart which thinks too much is made of the ipod and think the kindle is strong and underestimated. google up 1.5%. more on the fact they finally made a debut at the super bowl earlier this morning. not getting much respect. little bit of an upgrade. among the drafts of the downsides, research in motion. intel which had been down earlier. it turned around. up 1% as the chips are helping to lead this new to the outside. let's head down the nynex now and sharon. >> we are getting a nice bounce. gold prices up about $15 now. crude is also rallying now. keep in mind as we look at gold prices at these levels and higher prices for silver and copper as well, this may abshort-lived rally. we are going to see whether or not economic weakness, whether or not the currency fluctuations continue to weigh on the medals market going on to the end of the week. also, keep in mind money manage prers the latest cft data had been moving their positions away from gold and silver and putting them into the platinum medals group. we may see more changes there. and there are -- no in-flows into the goal. oil prices above $72 barrel. after the record volume we saw on friday. over 1 million futures traded. most of that was in the front contract. >> absolutely. commodities are having a good volume numbers the last several weeks because the dollar is moving around. even in a one-direction fashion. and brings me to my next point with all the inclement weather in d.c., many are asking what about the usda? every monday, they come up with export/import inspections. now those did get released this morning. albeit late. tomorrow we are expecting the monthly supply/demand for greens. that will, according to my sources, be released tomorrow at 8:30 eastern. regular time. and if you look at the charts very quickly, intraday ten rates slightly elevated. six-month chart shows they are still hovering near the lowest yields since the second week in december. if you look at a boon very similar. they are hovering close outside of recent action to the lowest yield since october. and the last starts the euro currency because it is about euro weakness as it covers above ask close to 137 because it is bouncing a bit today. back to you, sue. >> thank you very much, rick. let's talk more about this market that keeps bouncing around all over the place. major indices mixed today. lot of red on the board but it could be worse. our market task force us on how to maneuver in all of this volatility. stephen staller, president of staller investment group, joins us. joe keating with rbc bank. jack, ceo of index futures group as well as cnbc market analyst and contributor. joe, i'm going start with you. what do you make of the volatility? do you anticipate that's going to continue? i mean, sit going to be that kind of a year? terms of the volatility we have seen in the last few days? >> i think it is. two step forward and one step back kind after year. we all talk about the big gain off the marlo. 51% of that -- 51% rise occurred by the end of august. since the end of august, the s&p is only up roughly 5%. i think we are already in this two-step forward and one-step back position. earnings driven phase and all investors are watching the economy and what's going on with earnings. we are only going to go higher as earnings go higher. >> less week, triple digit days. do you think it will continue? how do you play itsome what do you do? >> well, i think we are going have volatile for quite -- i think the rest of the year. you know. yesterday's super bowl indicator, if you believe in that, proves that maybe we will have a you about market this year. unfortunately i don't believe in it. i'm happy important the saints. i think we have a lot of issues. if this administration focus owes one thing, jobs, jobs in the private sector, not generated by the government, i think we may be in good shape. but we are going have to have jobs until then and until we have a definite course to take and i think we are going to see volatility for quite some time. >> jack, things still seem rather wobbly out there? skiddish today? >> you know what, it would make sense. amazing run. the market needs to digest all of that. one thing i learned over the course of the last 25 years is when you see all of this volatility, it is usually a precursor to something much larger, much larger sustained move and i think that's what we are trying to debate. >> what would trying their, do you think? >> there are a couple of things. one is probably the dollar. i think this is really a story about the dollar over the course of next couple of months. whether we are going to see i unwinding of the dollar trade. we saw just a glimmer of that over the course of the last couple of weeks. and the one thing the to keep in mind markets shifted a little bit. we are seeing sellers of rallies as opposed to buyers of breaks. let's see if there is any traction to that. it will be an obstacle the rest of the year. >> if you think there will be volatility, you say it is a precursor to something, what do you think the something is? move in one direction or the other. how doucet up for it? >> play the option markets, wonderful -- vehicle to be able to play. make sure understand the risks involved. you know, if you are looking at the vix, volatility index, looking at option premium, these are ways to be able to incorporate all of that volatility into your portfolio. if you have already aresying on stocks or portfolio, wonderful way to enhance it if you do it properly. >> there you can buy the viks, sell the vix. would you do it for your clients or is that outside the realm of what they are comfortable with? >> it is a little bit outside the realm of what our clients want. what our clients are after is trying to play in a positive way volatility that is average money into the market over time. let's not chase i. lets go after your high quality dividend paying common stocks and this is a way to get paid as you are waiting for the economy, to do better and also you can reinvest those dividends back into the market. >> steve, you say in your notes there's -- you saw this, nothing supporting this move. you mean there's nothing really supporting t ing thing the move? >> i don't think it is overstated. i think we got way ahead of ourselves. we got to the end of last year and trading that market up and looking for window dressing. everybody was caught up in the u foreyeah of a new bull market. there was just nothing there. we didn't have the -- didn't have the consumers out. people are still concerned for their jobs. small business is not hiring. in my opinion, it was easy to see that this was not going to last. >> what did you mean -- nothing to support the move? >> well,s in terms of the move upwards, the bull move or the -- upwards move in the market. >> gentlemen, thank you so much. all right. the fed up next. fed is getting ready to lay out its plan for tightening credit. you probably knew that because steve liesman was ahead of the story by a couple of weeks. >> he has been saying that forever here on "power lunch." later pressure still building on toyota. is the company looking at major legal problems? plus, health care reform. is it live again? >> matt nesto ready to take us beyond the big caps. what's on your radar? >> celebrating in new orleans. i have a company in denver that they are loving. stocks of 5% best day in many months. it is an independent oil and gas play that's looking very strongly. i will give thank you details in a little bit. newspaper headlines today, newspaper cannot keep up with tv. something our senior economics reporter steve liesman told you two weeks ago. the fed is preparing a strategy for credit tightening. this is ben bernanke getting ready to testify on capitol hill later this week. steve joins us with more on the fed's game plan. >> the news is not going to be that the fed will lay out an exit strategy. they have already done that. we have been reporting it for weeks and weeks despite what other media outlets might be saying. if there is going to be news, timing of the exit strategy or the sequencing as in what comes first. rate hike chicken. what am i talking about? fed work behind the scenes on a series of measures to withdraw all of that extraordinarily quiddity. interest on reserves. we told you it would be the new fed funds rate. thing that will matter more than when they come out. term deposits for bank. reverse repos overnights. ultimately the bigger question, do they sell assets? not that loud about it. here is the reason. the fed doesn't want to signal imminent change in the policy when it talks about developing the tools to reverse that policy. st. louis fed chairman says he believe it is fed can begin selling assets the second half of the year which would come before raising rates. sequencing. that comes african says city fed chairman descented and said he wanted the fed to stop promising to keep the rates extremely low for an extended period. those are two areas bernanke may answer important questions. how long will the fed keep interest rates low and when does it plan on selling rates before raising rates? >> the fed selling assets, are we talking nbs? >> that's the thing they would sell the most. other as zblets how does that help limit the money supply or -- >> think about it. i have a security, dennis, you have cash. i give thank you security. you give me cash. cash goes to the fed. it is not really done that way. it is electronic. they delete the -- that's how they printed money. they didn't really print it. added it to your account. >> the issue on the economy is what we have seen generally when it comes to the fed, they don't want to pretelegraph too early because the market gets ahead of them. >> this is a huge problem. think about -- i mean, i can't get my brain around this. let's say 2.4 trillion is not the right balance sheet size. maybe it should be for today's economy 1.7. how does the fed go down from 2.3 to 1.7 without the market pricing it going down from 2.3 to a trillion? >> i don't think they can. >> we talked about this all the time. the idea that the market immediately prices in the terminal rate and at the -- as soon as the fed -- bernanke tried to get out of it by being little more european. european stop, start, where the fed has been more consistent in that regard. they have to try to get the flexibility back. >> it is crucial. they don't have the target to tight general ahead of them. >> they don't want too much tightening. let's say the market using the fed funds analogy is good for 3% rate but not 5% rate. the market thinks ultimately is going to 5. >> they go there first. >> term senate rate problem. >> they can't win on that point. >> all right. >> thanks. >> up next, toyota getting ready to recall its latest prius hybrid in both the u.s. and japan. is the company about to face serious legal problems? you are going to hear from a lawyer that's already filed suit against toyota. big surprise. >> check out the shares of that company since that kay yos really started down about 17% today. down another 2% at 73.17. down $1.54. advisor:... ms. davis, this is onstar. i've received a signal you've been in a crash... i'm contacting emergency services... 911 dispatch:...onstar reporting a front end crash... on wakefield road... chevy malibu... fire/ems:...air bags deployed... ...injuries reported... advisor: ma'am, help is on the way...ok. and i'll stay on the line with you until they get there. automatic crash response. built into 15 chevy models. we are to the down side. lot of the financials are getting hit hard today with citigroup, bank of america, general electric, parent company of this network, all in the red. ford bucking the trend. up 37 cents. >> the toyota recall could be getting bigger still. reports continue to spread. the company is preparing a recall of the new prius hybrid in japan. cnbc's phil lebeau is in chicago. >> even as we hear more about the possible recall of 2010, prewhy you models, the 2 opinion 3 million recalled cars the plants suspended in terms of shutting down, they are all back up and running. about two weeks ago, the company said we are going shut down the plants until we come up with a new gas pedal because of the sticking accelerator problem. the plants are rebuilding the models. by the way, dealers are repairing the models and starting to sell the models around the country. meanwhile, talk about the presxwrus still plenty of bad news swirling around the gas electric hybrid. toyota is expected to announce a plan to repair prius brakes in the coming days. may come later today, may come tomorrow. toyota has already fixed software in the 2010 prius models that are coming off the a assembly line. 124 complaints the u.s. for prius brakes that have a delayed reaction. have you seen the new ads from toyota? they started debuting yesterday, super bowl sunday. number of networks running them. toyota airing the commercials pledging renewed focus on safety. those are clearly aimed at reassuring buyers and reminding people the company has a long history in the united states, twhaun generally speaking has been building reliable cars. that said, shares of toyota remain under pressure. look at this stock over the last month. down 2%. dropped about 15% in the last month. lot of this because many people are wondering if we know everything that's wrong with all of the toyota models. we are going to get more answer this week with the congressional hearings going on. >> right now as well, we hope. thank you. >> stick around. we have -- we are going to ask -- legal woes accelerating at toyota. brian smith, partner at smith and banter. brought a class action suit against toyota. thank you for joining us. my understand sing you are not suing on behalf of someone that's car accelerated out of control and someone died. you are suing on behalf of billions of toyota and car owners who have been inconvenienced by this recall? >> that's correct. this is not a lawsuit alleging personal injuries in is a consumer protection lawsuit seeking answers really for millions of customers that bought one of these cars, aren't getting clearances from toyota as to what the cause of the problem is, what the fix is. and we are seeking damages and compensation for that group of people. >> your concern is that the fix that's being put in place isn't really a fix. you can't be confident of it, as i understand, because of the behavior in the past that you deemed by toyota has been concealment and fraudulent, correct? >> exactly. that's our concern. i think the concern of the secretary of transportation over the last few days. i think we are hearing that you mentioned a few minutes ago is that these customers are not getting straight answers from toyota as to what the source or cause of the problem is. first they were told it was a floor mat causing the stick. >> do you think that -- forgive me for interrupting. do you think the company actually secretly knows the real cause and they are holding it back and they are lying to us? do you think that they are telling us the best thing they know at the time they know and it they are doing the best job they can? >> our belief is that the company knows that this is an electronic problem, systemic problem, than one mechanism. and we intend to get to the bottom of it through the lawsuit and others around the country working with the -- network of lawyers to try to get the answers for these customers that are scared and frustrated. >> phil, weigh in on that. that's the crux of the problem for toyota now. there is a lack of confidence. >> absolutely. everybody is saying hey, is there an electronics problem? we should point out toyota said emphatically not only to us when we did the interview with mr. lentz, it is not an electronics issues. they told investigators it is not an electronics issue. this lawsuit and other people are bringing up the question, we are not entirely confident it is not in the electronics of the car. that's why we say we will get a lot of answers this week in the congressional hearings and also from the lawsuits that are out there. >> go ahead. >> will smith, forgive the blunt queson but how much money is it goin