Sector the nasdaq down 6 or in a month or so. Is it time to guy . The qs, nasdaq 100 hammered this week. Is this the moment you might want to storm nibbling. There will be a big theme this hour, buying opportunities in the midst of market turmoil. Sue . Thain thank sudden very. The qs, in the last month down almost 5 . Katie nixon is cio of northern truth. Is it a buying opportunity. Facebook down 16 in a month, amazon and yahoo down 12 . Google, expedia, ebay, all down in about the 8 range, so ladies, ill put it to you first, kristina, is this a time to step in and get some of those quality names if youre a longerterm investor . Absolute lid. If you have a long enough time horizon, this is a terrific opportunity, particularly with the technology sector. Thats because were seeing a very significant amount of Earnings Growth there. We also see Tech Companies have the highest level of cash on their balance sheets. So theyre fundamentally sound, they have a lot of cash to deploy. They could be reinvesting in their businesses. Actually, over the last ten years, Tech Companies have been the highest dividend growers, and that could continue because of those cash levels. Also, relative to historical levels, valuations are not bad for tech stocks. Katie, do you agree with that in general . I agree, sue. I would add within more thing. That is that most Tech Companies are really leveraged to the up turn, which we think will unfold in earnest as we get into the latter part of 2014, into 2015. I would wholeheartedly agree. I would say, though, that some of the directions we have seen and some of the real highflying tech stocks have still not brought them down to levels that would be compelling by. So were actually looking at some of the largecap stocks as you referenced, some of the large biotech stocks that represent good value here. Kristina, if you want to go outside of tech, what areas of the market do you think do show compelling value . I think katie has a very good point. Weve seen a pull back, but they were very expensive. We also have to look at value in the context of growth, and right now the economy is growing at a relatively subpar level. And so we have to pay up for growth if weed like to see growth in our portfolios. While we may not be seeing compelling valuation levels for a lot of tech, we are in you look at the context of their growth rates. Beyond that, we think this is going to become a fundamental driven market environment, where there are opportunities presented in a wide variety of sectors, and its really about the specific fundamentals of those companies. Thats because of the fed, and its, while very accommodative stance, removing that accommodative stance, tapering, which means fundamentals are more important. Katie, you also like financials. I assume that is still in place . It is, sue. Were past the stress test at this point. Many Financial Firms are in the position of returning value. Another thing we have seen, which is really interesting is the strong up tick, a really Inflection Point in terms of credit creation, so banks are lending again. All right. Ladies, thank you very much. Katie nixon, and kristina hooper. Lets sends it up to e. D. And dominic. You mentioned a few of them the last segment. Amazon, tesla, facebook, theyre all moving higher in the session, but look at how much each of them is off their highs. Look at facebook, amazon 20 off their highs, tesla, priceline 14 off the highs, only time will tell if this is the worst for these companies or whether its over, tyler, those investment stocks are very much in focus. Technology stocks can of course be volatile as that democrat trace would prove out. Many experts say its the name of the name that volatility, but there are certainly areas in tech that have been outperforming recently, and seema mody has found them. Seema . Thats right, defensive tech names have been holding up reasonably well, despite the and one of those sectors that a lot of traders are talking about, the semiconductor name. The index up 1. 4 since early march, during the same period the knack dab is down 6 . Im told that chip stocks are not only benefiting, but also a stabilization in the pc market. Many of these names have exposure to the growth that were seeing in the mobile space. Plus plenty of these Semiconductor Names offer attractive dividend yields which invest ovrs seem to be on the hunt for as we see this broader rotation out of the growth stocks, into valueoriented dividendpaying names. Intel, maxim and micro chip tech are posting gains since early march, which is when the selloff in those momentum highgrowth names began. I guess they are kind of the antimomentum once. March 4th will be another blip or peak for the currents bull run. Which hundred will it be . Worst performers since march 4th, here are the etfs that follow those stocks. Xly tracks the consumer discretionaries, the triple qs down 4. 5 , and the xlv follows the S P Health Care sector. For its part down 3. 8 . Dominic chu now on the stocks in those sector. Were going to take a funnel approach. Now theres specific Industry Groups within each of those sectors thats having a bad go of it. First of all, if you look at technology, the Industry Group is Internet Software and services, think names like google, and check out whats happening with yahoo . This stock has had a rough go since the market peaks undown about 11 in trading in that time span, so internet stocks taking it more on the chin. Seema mentioned accept eed semi the earlier segment. One sect are Industry Group in particular is underperforming. Weve its the biotech index. Theyre down about 12 just since the peaks on march 4th. One stock in particular, take a look at this one. Overall, a lot of them have been hampered. Vertex is down losing a fifth of its value. Like you said, tyler, again tech stocks, yes, they are, consumer dregacy has techish names in there. They are down about 11 12 , and of course were talking about netflix, amazon, expedia, tripadviser, netflix in particular down 22 . So as you take that approach, we know Consumer Discretionary this week, and we know some of these Health Care Stocks are weak, but you have to look at specific sectors, and Industry Groups. I like your concept of the ish names. But going back to the netflix, that stock has defined volatility over the past three, four years. Remember we saw it go all the way down to 70, 80 a share, its back up now. Amazing, traders define momentum how strong a move is either up or down. Thats where you have to be careful. Sue, down to you. All right, guys, alcoa reports after the bell. Their report used to signal the start of the official earnings season, since the company is no longer in the dow its the unofficial start of the season. Alcoa is up almost 50 after leaving the dow. So bob pisani is here with me. Expectations for this earnings season are pretty low, so does it favor it favors the bears in some ways, and favors the bulls if you think that longer term those stocks its not a good earnings season, sue. Right to it, earnings season starts whenever we saw it starts, okay . Theres no bell, and were in charge. In case youre wondering, it is wherever we are. That is not very good estimate. 0. 3 . The retches higher than the earnings. Thats the first time this has happened since the Third Quarter of 2012 that the revenue estimates have been higher. Everyone is complaining about them being fairly weak. Well have some strength in a few groups out there, some of the auto component, thats one of the by and large when you had a lousy winter and a lot of companies took down their numbers, thats what were seeing reflected. If you go out further in the Current Quarter that were in, the numbers are notably higher. 8. 5 . Put up the Second Quarter estimates here, but this is the influence of the improving economy, the idea of the improving economy and things Getting Better in the second half of the year. Revenues, sue, still stuck at 3. 9 . His historically, the number will actually be higher by about 3 1 2 percentage points. Historically they end up about 3. 5 points higher. For the first quarter. Thats okay. Not great, but its good enough for the stock market to sort of keep going. It might be factored in that kind of growth rate which would allow the bulls to run more. Whats disappointing is still theyre not improving their numbers. Ive heard that from a lot of people. Thats what we were last year. Right. 3 on revenue growth. We cant get above that. We will see. Thank you very much. Alcoas chairman and skreismt o Klaus Kleinfeld will break down those numbers on closing bell at 4 00 p. M. Eastern. Dont miss it. Some of the best performing money manage serious work and live far from wall street. Coming up the power lunch, the top public next eggs. It rolls on. These are all Money Managers with performances any big name wall street firm would envy, plus phil and the crash test dummies. Its a new group fronted by phil lebeau. Wait until you see this video. This is the latest crash test to come to us from the Insurance Institute for highway saif. Mid size suvs incredibly popular, but are they say . Well have the results when power lunch returns. Er lunch. Sploo marcus le mone will weigh in when we come back in two minutes with the profit. The p ameriprise asked people a simple question in retirement, will you outlive your money . Uhhh. No, that cant happen. Thats the thing, you dont know how long it has to last. Everyone has retirement questions. So ameriprise created the exclusive. Confident retirement approach. Now you and your ameripise advisor can get the real answers you need. Well, knowing gives you confidence. Start building your confident retirement today. Im taking off, but, uh, dont worry. Im gonna leave the tv on for you. And if anything happens, dont forget about the new xfinity my account app. You can troubleshoot technical issues here. If you make an appointment, you can check out the status here. You can pay the bill, too. But dont worry about that right now. Okay. How do i look . Thanks. [ male announcer ] troubleshoot, manage appointments, and bill pay from your phone. Introducing the xfinity my account app. Welcome back to power lunch. A federal Appeals Court rules that amazon. Com does not infringe upon robes claims. That stock is currently down again towards session lows. Sue, back over to you. If you own a mids size suv, listen sup, most of them failing in tough new gov failing tests. The individual jo is disturbing. The most encouraging video is small overlap front an theyre basically go 20, 40 miles an hour, the two vehicles that got two were the equinox and terrain from gm. It replication one of the most common frontal crashes. As though those that did not do as well, well get to that. With mid size sufficient theyre the most popular. Sales this year down just fractionally, just a bit below where the Industry Sales are. Who struggled . Really almost all of the mid size suvs. Six of the nine other models tested got marginal or poor ratings. When you look at the videos of those crash tests, its clear what the problem is structures for many of them got a poor rating, because they simply went into the front compartment and caused a lot selfproblems, as we look at the shares of General Motors got bit of good news after a rather rough sled, gm announcing it will be investing almost hall a billion into the detroit plant as it expands construction there. Marcus is the profit its on at 10 00, used to a dealer for autonation. What do you think when you see that kind of crash video. Lets say you were a mazda dealer or gm dealer whose vehicles seem to do well. Do you make hay of it . Im pleased to know that General Motors has good marks. As a dealer and consumer, i dont want those vehicles on my lot. I dont want the liability that goes with them. Whatever we need to do to increase the standards to insure that cars with the wrong platforms are frames arent at my shore, im all for it, even if it costs me business. Thats a popular suv, cx9, phil . Yeah. Yeah. Thats a popular model, what do you doi when someone says, marcus, i saw this video about my cx9. I have to be honest, most people wont believe us. There has been to be a moral compass used that if you know a car doesnt furnace properly, i just cant sell it. We do it on emissions, on seatbelts, this crash test is a real problem. Speaking of cars that were sold, lets talk about the cobalts and other cars that are subject to the big recall about the ignition switches, phil, that werent working correctly. 2. 6 million vehicles recalled, but theres strong evidence that a lot of people who get those recall notices just dont take the cars in. Thats true. Its a sad fact of almost all recalls. Its not just dwg to be this recall. The reality is anyway between 25 and 30 of the vehicles that are recalled, they never get repaired. Its up to the owner to bring it into the dealership. The longer you have a vehicle away from the dealer, in other words, the older it is, when its on its third or fourth owner, a lot of people if they get the recall notice, they kind of look at it and go, okay, maybe ill get around to it, unless theyve been prompted by the news report and realize the severity of the situation, a lot of people, maybe 25 will blow it off. If you have multiple owners, as phil points out, its hard, or lets say ive changed addresses. Is General Motors going to know where to find me . But the local dealers sometimes will. From a business standpoint, the local dealers are incentivized to find the customer and bring them in you have some sort of obligation to find the cars and say ill give you a loan are, we need to get this fixed, because the value of your vehicle will be dramatically impaired if its not fixed. Thats a great point you made last week. Not only the value at resell, but the value of the dealer ships that people have bought has gone down as a result of this. Marcus, thank you. Tyler, we should point out, gm goes through r. L. Polk, they pull the registrations, so generally speaking they have your most recent address. But phil, the problem still is they have to assume that r. L. Polk has the right address as well. Absolutely. Thank you, guys. I wondered how they kept up with you with how you moved or Something Like that. They dont forward my magazine. An allnew episode of the profit tonight. Lets take a sneak peek, as marcus tackles the problems. Just have a drink, guy. I believe were still partners, correct . Umhmm. Partners should talk to each other. I wasnt told, hey, greg, were gutting the place, everything is gone. I honest to god did not expect this. I dont want to keep getting back to the same thing that you cant have been here, but you could have been here. There are other partners, right . And mike and dan and the rest of the team, they were part of this process. But if there is a plan, you could have emailed it to me. You have my email. Im starting to get annoyed. I think you have yourself sitting out this far out here, why . How deep is it and how well as long as youre here, i will include you in the process, but you werent around, and you just have to be here. Thats it. Im tired of being disrespected. Youre treating me like a moron. I inviteded you in because i thought you could help me. It really it sounds like he needs a cool beverage. It sounds like he needs to go home. How can he be complaining if he wasnt there at all and youre trying to make changes. What im finding is happening is once i write a check, people get amnesia. They forget about what it used to be and ant it aint happening with the profit on the case. Well be watching. Thank you. 10 00 on the east and west coast. Right here on cnbc. If i owned and beer and wine store, i would never be an absentee owner. I tell you that. [ laughter ] coming up, the changing face of teen retail, the stocks down between 10 and 25 . Are they worth a gander . An analyst has done quite a bit of work. You have to hear what he has to say. Plus you think people in congress behave badly . Check out these lawmakers in ukraine. Its an allout brawl. It wasnt even the ugliest scene in ukraine today. Well have more on that, coming up in power lunch in two minutes time. Minutes time. Sdplool its known as the silver state. The name comes from meaning snow covered. Its the birthplace of andre agassi. What state are we talking about . . We did a 27point inspection on your chevy,ce, you got new tires and our price match guarantee. Whos this little guy . Thats birney. Oh, i bet that cone gives him supersonic hearing. Watch what you say around him. Ive been talking a lot about his procedure. whispering what . Get our everyday price match guarantee plus a 100 rebate on 4 select tires from your tire experts. Chevy certified service. Why relocating manufacturingpany to upstate new york . I tell people its for the climate. The conditions in new york state are great for business. New york is ranked 2 in the nation for new private sector job creation. And now its even better because theyve introduced startup new york dozens of taxfree zones where businesses pay no taxes for ten years. Youll get a warm welcome in the new new york. See if your business qualifies at startupny. Com can you start tomorrow . Yes sir. Alright. Lets share the news tomorrow. Today we failrly busy. Tomorrow were booked solid. We close on the house tomorrow. I want one of these opened up. Because tomorow we go live. Its a day full of promise. And often, that day arrives by train. Big day today . Even bigger one tomorrow. When csx trains move forward, so does the rest of the economy. Csx. How tomorrow moves. 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. Shares of china ears travel provider are moving after bloom better said the company is in possible talks about a possible merger or preliminary partnership stocks. Baidu has a majority stake in qunar. Tyler, back over to you.