Look at google. Look at that stock up another buck, almost two. Ten year gain up more than 1,000 . Near its all time highs today. Is this stock worth 1100 . Maybe even more, do i hear 1200 . A lot of big movers today. Sue will tell you about some of them at the new york stock exchange. I sure am, thank you. Lets get a check of the markets, first. The dow is down a little today, about 78 points on the trading session. The s p is flat, the nasdaq is up but the big picture doesnt really tell the story today. So we have several really big movers. Remember when we used to talk taser . All the time, practically . The stock is up big today on new orders. Riverbed technology also up big as Elliott Management offers to acquire that company. Soda stream got an upgrade. The stock is bubbling higher and sandisc is up. Plus, theres forest labs, which is buying apdales and micron and constellation are up on earnings. Sales of Mckesson Corporation up as well. Fleer announcing a new product for smartphones using heat sensing technology. Also on the radar, the oil market, which has really been all over the map, has fallen about 3 in the last week or so. Today, just a fractional move to the upside with crude at 107. 40. Bob pisani is on the floor with us. Yesterday we felt like the market had a little bit of kind of legs underneath it. A little disappointing. Adp numbers were good, yet the market never really responded. I would note financial stocks continuing to rally. Health care is also a big winner. They are the two winners so far this year. Take a look at whats moving here. I think the important thing here right now is earnings. Micron, great numbers. Sue mentioned constellation. Great beer sales from them. They raised their 2014 eps guidance. Thats the winner here. Were waiting for more positive commentary. This is the first one. Monsanto also better than expected. The real problem were having is china is off to a rocky start. Its really hurting the commodity name so steel stocks, for example, theres the xme which is energy stocks, the xop, thats oil stocks, and steel stocks, slx, they have all had a rough start to the year overall. Finally, a lot of downgrades as people adjust for valuation. Some food names were downgraded by deutsch bank. We got an upgrade of hersheys and kraft food got an upgrade. Its had its own problem because there apparently is a shortage of velveeta out there. My hometown of philadelphia is in a tizzy because its a critical ingredient in cheesesteaks. Why theres a shortage of processed food is beyond me. Its got people very, very worried. This is done via twitter by advertising agents. Thank you for that breaking news there. Thank you, bob. See you later. Yesterday we had a weak threeyear note auction. Lets see how the tenyear, the benchmark went off the boards. Rick santelli is back, thank goodness, to give us his grade on the auction. Well, this is a c for charlie. Charlie is what we give on the grade. Very average. Lets go through. It was 21 billion reopen, original auction held two months ago. The ultimate yield on this reopening, 3. 009. A lot of decimal places. Last time we had a three on this was in may of 2011, to give you some context. Heres why its average. Average bid to cover last ten options, 2. 70. This one snuck right in there at 2. 68. 46. 6 on indirect, 43 ten auction average. Were a little heavy there. We were a little light on directs at 13. 6 and dealers took 39. 8, a little less than 40 . Maybe thats good news. But in the end, this was average from top to bottom. Tyler and sue, back to you. Rick santelli, thank you very much. Three big stock stories also on the radar. Sheila dharmarajan watching it. Josh lipton on googles good year so far. But we start with dominic chu and some stocks that are getting a real boost from the big tech show out in las vegas. Take it away. The Big Companies are always going to get the headlines but here are some of the fun ones. Sue alluded to one earlier. Thats fleer systems. This company, fleer, you got to think about night vision but thermal imaging, these guys do a lot of that kind of work. What they have announced is a new app for your iphone that can do thermal imaging as well. If you talk about the way the stock has performed, check this out, because this company, it really has done well in this new thermal technology, it could be good for the iphone and good for sales Going Forward as well. Also one you want to watch, also touch screenish for phone and ipads, a new product could revolutionize Notebook ComputersGoing Forward. Its magnetic which lets you have not just a keyboard but also a touch screen function for that as well. That company is doing pretty well in terms of its stock as well. Now, the last one i want to talk about here is irobot, a stock thats been on a tear, you can see up about 9 over the past call it day or two here. This company has just unveiled a new robot vacuum and mopping mechanism that also disinfects. Its pricey, it will cost about 600. Still, irobot does a lot of these type of products and tyler overall, this stock has been on a tear. One of the best performing stocks in this group over the last year. Look at that thing go, man. That is beautiful. My son will want one of those. Thank you very much. Lets go out to josh lipton and talk a little more about googles big run. Josh, my argument is that whenever your company name becomes a verb or generic term, you have made it. Reporter i think investors agree with you. Google has been on a tear. Analysts think it could move higher from here, the stock hitting another record today after skyrocketing up nearly 60 in 2013. That was its biggest annual gain since 2009. 69 of analysts have a buy rating on the stock right now. The bold pace, listen, its a play on online advertising, dominant market share in search, youtube which analysts estimate already generates 5 billion a year in revenue, will benefit from the move to online ad dollars and google, its an early leader in wearables as well. Yes, glass is geeky but it could be cool in a few years with the right design. Technicians also on the google bull band wagon. Mark newton is gray wolfs chief technical analyst, telling cnbc that google is a buy. Resistance is at 1175 with support at 1105. But not everybody is a google believer. Jordan rowhan is one of the few on the streets that rates google a hold. His big concern, no surprise, the stock is too expensive, he says. Google is trading at around 22 times forward earnings. Thats about 30 above its five year average. So who is right . We will get the latest on googles financials when it reports Fourth Quarter earnings on january 30th. Back to you. Thank you very much. Sheila dharmarajan with another great stock story for today. 2013 laggards who have been putting up good numbers so far this year. Sheila . Reporter lets start off with teradata, down a whopping 27 . Take a look at the last month, the stock is up over 10 . What is going on . Analysts tell me look, this is a company that has really expensive products. In fact, the average bill is about 1 million. Last year, companies werent really willing to pay that. They were worried about their budgets and the economy so the company couldnt sign deals and basically whiffed on its earnings numbers. Now perhaps the economy is on solid footing, companies feeling a little bit more confident, so we are starting to see a turnaround in these shares but analysts do warn me this is a showme story. The Company Still has to put up those numbers. The number two i got a retailer for you, called five below. This is a fun store. I dont know if you have ever been in one. They sell all sorts of little cheap trinkets aimed at the tween market. Had a decent 2013 but you can see the stock completely fell off around october, november, when the company reporting earnings. Basically had light guidance Going Forward. Now you are starting to see a little bit of life in five below. What is going on . I spoke to analysts who said look, this is a company that is known for always guiding pretty low. They are known for this guidance game. He thinks the holiday traffic has been really strong. Rainbow looms, that crazy toy, has been part of it. He says big picture, when you take a look at this stock, the company has 300 stores now, could be going to 2,000 stores. Last stock i got for you is one we love to talk about, blackberry. Terrible year last year. Blackberry turning around now, all about can this company be turned around. We have to wait and see. Thanks very much. Lets move now to seema mody for a market flash. Good afternoon. Check out shares of jc penney hovering near session lows while the struggling retailer said it was pleased with its holiday Sales Performance though it rattled investors by not providing any details on those sales. The stock trading down around 8 . Sue . Thank you very much. A developing story just a few blocks from where we are right now. The jury selection is under way in the case of another former sac capital trader. Kate kelly is on that story for us. What do you have . Reporter im standing in front of the court where the jury pool is currently being questioned by the judge. There are about 40, 45 people still in the room at last check and they are going through a number of questions about legal background, any connections or biases against the United States or against sac. A few people have been eliminated but interestingly, the jury pool which i would say is predominantly white and middle aged, contains a woman whose cousin actually was an employee of sac capital at some point. She has not been eliminated, nor has a gentleman who actually runs a Debt Capital Markets unit at a bank. So some interesting perspectives we may find in that jury pool. Of course, they have to get it down to 12 plus the alternates. Hopefully that will happen sometime today, maybe within the next hour or two, after which we get opening arguments. Just a reminder, this case involves Insider Trading by a fom former sac capital trader. He stands accused of conspiracy to commit securities fraud, and generating gains that averted losses of a quarter billion dollars. One final note, an important judges ruling from earlier today is that a deposition taken by sac founder and owner steve cohen, who is kind of a key player in some of the sequencing of events in this case, will not be able to be introduced into evidence. Thats something i think that the defense was hoping they would be able to introduce but they have not been permitted to. We wont be hearing that. That is very interesting. Kate, thank you very much. We will get back to you as that jury pool is winowed down. Meantime, the adp number today showing a big jump in construction jobs, up 48,000 in december. The question is, will that translate into a better than expected year for Home Builders . Will randow joins me on the floor of the nyse. Thanks for joining us. It was an exceptionally strong number in construction jobs, but does that necessarily translate into a better year for housing . I think it does. Ultimately one of the key constraints with Home Builders has been a lack of labor supply, among others. We saw over the last year two million jobs were added according to the adp data, only 10 of which were construction. Now we are seeing this big jump, 48,000 jobs added in december, relative to only about 238 for adp numbers as a whole. This is a great thing. You have been bullish on the Home Builders. You were early on that call. So far you have been right. In that sector, which stocks are you perhaps the most bullish on . Im the most bullish on we like i guess special value or special situation names. Brookfield Residential Properties is one of our favorite names in this space. We think that could be a double over the next two years and probably into the high 20s this year as they unlock their portfolio of grossly undervalued land. Another name is d. R. Horton. Thats more of a large builder among the larger caps. Whats interesting about that name, people think first home home buyers have gone away. A lot of it has been distressed has pushed them out and other reasons, but end of the day, i think the name is hated and will become less hated and more loved. You like William Lyon Homes as well. Before we let you go, Interest Rates bumping up against 3 which obviously is not skyrocketing. However, that translates generally speaking into higher mortgage rates. How much of a head wind will that be for housing . Each 50 basis point increase could equate to 10 less affordable home. Right now, were at 25 more affordable than we have been since the 1980s. It really comes down to job growth. Right now anything about household incomes, they are only 1 higher than the median since 1980. If we get real job growth, housing stocks are going higher. Thank you so much for joining us. We appreciate it. We will talk about housing again because diana olick is here with a very unique slice of life from the front lines. Diana . Reporter yesterday, we took you to an atlanta area foreclosure auction where the bidders could only see the outside of the houses that they were buying. Today, they got to go in and we went along with them. Well show you what we saw coming up next. Look forward to that. Plus, a new super bug that is scaring doctors, nurses, patients, pretty much everybody. Well talk about whats being done to try and stop that new strain. More power lunch in two minutes. [ male announcer ] the new new york is open. Open to innovation. Open to ambition. Open to bold ideas. Thats why new york has a new plan dozens of tax free zones all across the state. Move here, expand here, or start a new business here and pay no taxes for ten years. Were new york. If theres something that creates more jobs, and grows more businesses. Were open to it. Start a taxfree business at startupny. Com. Yesterday we took you inside the first major foreclosure auction of 2014. We know big Institutional Investors were buying but what kind of properties did they buy . Diana olick knows. Shes in the suburbs of atlanta and will give us a firsthand look. Reporter thats right, more than 1,000 atlanta area homes sold at foreclosure auction yesterday. This is one of them. It was bought by key property services. Now, they will rehab this home, they will get a renter inside it, and then they will sell it to another investor as a turnkey package. But they have a lot of work to do first. Namely, they had to break in because theres not exactly a realtor waiting on the front lawn with a welcome key. So we went along with project manager kyle sweet this morning. My master key. Reporter there you go. All right. Lets go inside. Tell us what you do when you come into these homes. What were looking at, to see if theres any plumbing or electrical that has been stolen, any damage to walls. They took the stove, they took the microwave. That is not uncommon for our condition. The floors look to be in good shape. Theres no damage to any walls, ceilings are intact. Reporter what do you sometimes encounter in these houses . That was pretty easy to break into. Our assessments can be as much as plumbing is stolen so you will see damage to the sheetrock, plumbing taken out, you will see electrical taken out on our extreme conditions, sometimes ceilings have been falling in. Reporter what have you had to do to get into houses . I have been told you can actually go through the doggy door . We use doggy door access when we need to. You have window access and you have the doors themselves, sometimes in the worst conditions of homes, you will have literally windows that dont exist or doors that have been busted open. Reporter let me ask you about the dangers. What could you possibly encounter and how do you protect yourself . The worst danger you will have is through a squatter, somebody residing inside the property that shouldnt be there in the first place. Typically a lot of our drivers or assessors will go and actually carry weapons on them. Reporter sweet had some Amazing Stories to tell. He has crawled through doggy doors, he has crawled through basement windows, barely three feet wide. He has found squatters on the premises. Hes broken into over 3,000 homes in his career and he set off to look at the more than 130 properties that just key bought alone yesterday. So he has plenty of work ahead of him. As for the trade here, they bought this home for 80,000 at auction. Sweet says it will take about 20,000 to get it back up into good shape so they can rent it, then they will sell it to an investor for about 130,000, net profit on the one home, 30,000. But again, they bought 130 properties just yesterday. Thats one small investor. Blackstone was at the auction as well. They likely bought many more than that. Sue . Two quick questions. One, do they have to pony up with all the cash completely for these properties before they get them, and do they do most of the work themselves to increase the profit when they then flip the home . Reporter this has actually become a welloiled machine. We talked about it years ago that they were trying to find people to rehab and maintain them and manage them once they rented out but they are putting all cash into these, number one. Number two, they have entire teams. When i say they have 130 homes to see today, its not just kyle sweet. They have a team of dozens of people on the ground here in atlanta. They will go to every one of those homes today. There was a locksmith here today. There was an assessor here today to look at all the parts of the home that need to be redone. They will remodel the homes themselves. They have that inhouse. Not all investors have that but most of the big ones do. Thats how they keep the costs down. They get them done quickly, they turn them around to rent and sit and wait for the profit. Great story. Thanks so much. Appreciate it. Lets go uptown to seema mody for a market flash. Check out shares of astra zeneca moving higher. The medicine was codeveloped with Bristolmyers Squibb but astrazeneca bought them out last year. Shares up fractionally on the day. Chicago area hospitals, the latest to be hit by a socalled super bug, a deadly drug defying bacteria that kills tens of thousands of americans every year. Here to tell us more about this super bug outbreak and the handful of drug makers racing to find a cure, dr. William shafner, professor of Infectious Diseases at vanderbilt. Welcome to power lunch. Let me begin, doctor, what is the name of this bacteria, where does it come from and who and where d