Lets talk whats happening with stocks because you pointed out the dow heat map and the dow heat map is almost all green. Here are the two biggest point contributors to the rally. Nearly 200 points to the upside today. Take a look at this. Post 6, the nyse, imc, Market Makers for boeing shares. Up about 2 . They are adding 26, 27 points to the overall rally in the dow. Now were going to turn around here and go around to the other side and this is post5 for Citadel Securities where Goldman Sachs trades. Goldman sachs up over 2 as well. Thats adding north of 20 points to the overall dow rally so those two stocks are showing real signs of life, and if you take a look at the Macro Markets overall for the sectors in the s p 500, we do see that financials and industrials, boeing and Goldman Sachs, are among the two best performing sectors so far today. Also, one more thing to watch here. Some of the traders have been talking a lot about oil prices. We can see Oil Prices Moving higher right now. Wti moving up above the 44 mark and, remember, thats going to take up Energy Stock Prices as well and some of the big names like the valeros, Conoco Phillips, moving to the upside. A nice big real. 200 points on the dow to the upside. Back to you, guys turn to two tales in retail, amazon versus, well, the rest of the retail world and lets start it off with amazon. That stock hitting new alltime highs in todays session. Victor anthony covers amazon at axiom Capital Management. Great to have you with us. Thanks. This is also a call from bernstein saying 1,000 a share for amazon. Do you see a path your price targets is now 811. Do you see a path to 1,000 . Is that off the charts right now . Well, i cant comment on the bernstein note. What i could say is that i think amazon is one of the worlds most best in class, you know, technology and now we can clearly say its a Media Company as well given the news of the announcement today so to capitalize on what i think is a move of Media Consumption to over the top for the announcement today so i think thats contributing to the upside and positive for the stock. Im a bull on the stock and have been for several years now. In terms of the new video offering. A lot of people want to paint it as amazon versus youtube. Is that the right way of looking at it. Seems like this is an effort to increase or increase the number of reasons why people would want to be prime members and to really fortify that that wall of prime. It is. Its all about most of the moves amazon makes is really about fortifying prime, as you said, to increase that Value Proposition to the customer and get it to sticky and drive new prime customers because if youve seen all the stats, prime consumers spend a lot more, over ti two times what nonprime consumers spend. This move is all about increasing the Value Proposition to prime and also to capitalize what i said earlier. There is a natural gradual shift of Media Consumption to over the top and amazon is capitalizing on that. Multiple terms in ternls of being able to buy, rent, as well as original content, so this is just one more tool. I think they probably do live tv soon. Back to the retail side of amazons business. In the past week or so weve seen pretty steep declines in the Department Store area. A lot of retail analysts come on and say, you know what, they havent kept up with the online portion of their business in terms of discounting and cant compete with amazon. Is it that binary, that Department Stores loses and retail wins . I dont want to make it that resolute but i do think amazon is taking traditional shift on traditional retailers and thats what youve seen out of results of traditional retailers. Amazon has figured out how to own customers, and i think thats been a struggle for the Retail Industry for the past 100 years, so with the advent of prime, they figured out how to own customers and thats what they are benefiting from. I expect amazon to continue to take shares with retailers into perpetuity. Into perpetuity, victor. Thanks a lot. Appreciate it. Axiom Capital Management. Meantime other big retail story today is the gap. Shares are having their worst day in years after posting another big drop in sales. Other retailers like macys, jc penney and kohls are also in the red. Werent low gas prices supposed to be a boom for all these retailers . Let bring in the president of s. W. Retail adviser. Stacy, listen, when we talk about retail, we always talk about esoteric things, always the weather. It was a currency translation, whatever. Were going to bring up a picture of tshirts that the gap is selling, okay. Horizontal striped blue and white tshirts. Nobody looks good in that unless youre french or a sailor or a french sailor. Is the problem here really all about product and the gap simply doesnt have it, and they are making mistakes . Brian, you hit it on the head here. So we can blame all of retails problems on amazon, or we can actually look at some of these brands and say what are you thinking . If you have been into a Banana Republic or a gap in the last six months, you would know that as you were just saying the fits are wrong. The stripes are wrong. The florals are wrong. This is a largely selfinflicted problem. Yes, small traffic is down. Yes, the consumers spend less on apparel. However, if you choose to not get your fashion correct and also not keep up with your supply chain and fast fashion, that is not going to help the situation. Yeah. You know, its easy because amazon has become kind of like the weather for a ceo. It would be very easy for a Management Team to say, well, theres the Amazon Effect or weve got this or that. Does the gap, do you think they have the acknowledgement and the selfawareness to realize they have just screwed up their offerings . You know what . They have said in sort of the last year that they are going to get back on track. They are going to fix their supply chain, but weve seen neither of those things happen. The ceo on the last Conference Call in q4 said he was pleased with the spring product. Well, im in stores going i dont know what hes looking at, but im not pleased and youre looking at those numbers which tells you the consumer is not pleased, so, again, you can blame it all on amazon or take a look inside your company and say, hey, weve got a product problem and we need change here. Okay. So we know the gap is doing it wrong. Who in your mind, stacy, one or two names quickly, is doing it right . You know what. I think you take a look at a pvh which is inside macys, yes. Numbers we know are going to be bad this quarter. However, what they are doing is see now, buy now, runway to store, so i think that that will give a little bit of severance urgency back to the consumer. Also, they took the big hit and the markdowns in q4 and went into q1 generally clean. Thats an outlier and i would take a look at pvh if you want to take a look at the apparel space. Stacy, always a pleasure. Good to see you. Lets switch from retail to the bond market. Weve got a news alert. Threeyear notes up for auction. Sue herera, contain your enthusiasm. Absolutely, brian. 24 billion specifically of threeyear notes went off the board. Tepid demand. Of course, we have a big rally in marts of the market. The Dow Jones Industrial average up almost 200 points, so there was some competition for this offering. We got tepid demand for the 24 billion of threeyear notes that came at a yield of. 875. The bidtocover ratio was light at 2. 93 to 1 whereas the average is 1. 99 to 1. Tepid demand. Kind of a weak bidtocover ratio, and the yield and the coupon are both pegged at 8. 875 . Back to you, ty. Sue, thanks very much. Big changes on top for one of americas most iconic brands. Cnbcs jane wells has the details. Jane, this to mesa shocker. Tyler, this america is for you. Budweiser has approved approval from the alcohol, tobacco and firearms tax bureau to have a different label this summer, and the label looks like this. The king of beers wants to change its name to America E Pluribus Unum on the label. Were embarking on what should be the most patriotic summer that this generation has ever seen. Someone joked that bud light will be renamed canada, but bud has been taking aim at the fastgrowing Craft Beer Industry like the ad it had in the super bowl. Bud still dominates in sales, but it is losing share. The latest Earnings Report from its Parent Company shows that bud and bud light sales continue to fast. Onethird of all beer sales though happen over the summer and certainly the move is generating some buzz. The snark is out on twitter with tweets like sebrewer says bud wise is owned and headquartered in belgium and its run by a bunch of brazilians. So not american and from morninggloria, like american the country budweiser the beer is only sometimes tolerable and will make you fat. Someone else tweeted could this make the political season any more 2016. Guys, as for who might be seen on the campaign trail holding up an american, well, trump doesnt drink. Back to you. Huh, okay. How much risk is in this for them, do you think, jane . Oh, i dont think whats the risk, that people get mad that they are using the word america in the king of beers. Yes, they are owned by bell janz, but they 1876 anheuserbusch was founded in st. Louis, missouri. Could you argue it is the most america beer and all part of the in your face, were not into the beard, flannel, you know, craft brew millennial scene. Were a real beer, really american and i dont think there is a lot of risk to it. By the way, tap, moulson coors, at an alltime high today. I feel like as an american as americans we should have a say as to whether or not we should lend our name to a beer and what sort of precedence does it set for another product to say were going to be called america, this cheese product in the dairy aisle or this candy . There is american cheese. A kind of cheese. Virgin america, american express. The German Shepherd will be called iowa and the belgian will be called nebraska. Ive got to imagine, jane, there is risk. Thats got to be pricey. Reprinting billions and billions of cans every week. Thats a great idea, because will you be more likely to buy bud wise they are summer just for the can . Oh, like a collectors item. Yeah. Maybe. America. Can i drink this now . Jane, thank you very much. Michelle, our next guest, guys, bust american purposely in the name of the company, nordic american tanker, shares of the shipping giant doing quite well, up over 30 the last couple of months and the company reporting better than expected earnings yesterday. They were hit with a downgrade to underperform by jeffreys today and perhaps why the stock has taken a hit. Here for a power lunch exclusive is herb johansen, ceo of nordic american tanker. You put american in the name of the company on purves, is that correct . Thats right. I have a great admiration for your country. I started my business in houston, texas and then we had the texas star and the flag as well so im here quite off and thank you for inviting me. Youre welcome. Lets talk about this downgrade from jeffreys. They point out the payout ratio, the dividends youre paying out are more than your earnings and they are worried that at some point youre going to have to cut the dividend or youre going to have to raise equity and dilute shareholders. It is the wrong approach. People some people have said that before, even since we started in 1995 and jeffreys is completely wrong simply because they dont understand our model, and that is the challenge we have. There are a number of upgrades, so i just disregard that jeffreys report because thats not how the professional views that i expect. But intuitively i understand that if you keep paying out more than you make in profits, at some point s somethings got to give, either your profitability has to go back up to make up for it or you keep borrowing . How do you keep funding everything . The important thing is the cash. Dont talk about earnings per share because earns per share does not take account of risk at all but cash metals, look at the total return of what they call unlevered irr. Unlevered irr. We are at the top. We are at the top when we talk about the dividends and the dividend yield and people have said to me, like this hopeless report. Its not sustainable. Im the largest shareholder together with my my family. How much do you own . We are in the region of 5 , and, of course, i im in the business of making people rich. Youve said that before. Including myself, and i would been very stupid and my board would have been very stupid if metals are as you indicate from this hopeless report. What about the rates that youre getting paid to ship oil. Theres talk that at some point opec maxes out and u. S. Production is down and oil volume shippingwise could go down. What do you predict when it comes to the daily rates that youre going to get paid . I normally dont predingt, and if i did know something about a future i wouldnt tell you, but i feel good about the situation. There is an oversupply of oil, and there is also a strong demand. China is doing excellently. America, we see now that they are doing excellently in the sense that they import 15 to 20 more now than a year ago, and a lot of oil is all around the world and we are dealing with the Big Companies like exxon and shell all over the world, and my objective in business has been to understand the world because we need to understand where we are. Thank you so much for coming in. We really appreciate it, the ceo of nordic american tanker. Good to have you on. Thank you for inviting me. All right. Many conservatives have been distancing themselves from donald trump. Not congressman sean duffy though. He says hell back trump if hes the nominee. Hell stop by live next. For decades, investors have used a 60 40 stock and bond model, with little in alternatives. Yet alternatives can tap opportunities that traditional assets cant. And even though theyre called alternatives, theyre actually designed to help meet very traditional goals. Thats why invesco believes people should look past conventional models and make alternatives a core part of their portfolios. Translation . Goodbye 60 40, hello 50 30 20. Man 1 i came as fast as i man 2 this isnt public yet. Man 1 what isnt . Man 2 weve been attacked. Man 1 the network . Man 2 shhhh. Man 1 when did this happen . Man 2 over the last six months. Man 1 how did we miss it . Man 2 we caught it, just not in time. Man 1 who . How . Man 2 not sure, probably offshore, foreign, pros. Man 1 what did they get . Man 2 what didnt they get. Man 1 i need to call mike. Man 2 dont use your phone. Its not just security, its defense. Bae systems. Welcome back to power lunch. Im Michelle Carusocabrera along with tyler mathisen, hello. House Speaker Paul Ryan will meet with the republican presumptive nominee hon thursday just days after mr. Ryan said he was not quite ready to endorse him. Can trump win the support. House republicans . With us is republican congressman sean duffy of wisconsin who says he will back trump if he is the nominee. Youre willing to take a step further, welcome. Thank you. Youre willing to take a step than your fellow statesman paul ryan. Why . First of all, look at donald trump, he has more votes at this point than any other republican candida candidate. Donald trump won my district, but that doesnt mean theres not a lot of great concern in the conservative movement about Donald Trumps conservative principles and ideas and i think thats what paul ryan has expressioned in saying im not ready to endorse quite yet. Over the weekend when you heard donald trump talk about taxes and talk about wages, even talking about american debt, i think thats given conservatives some pause and so when you look at where does that bother you . Hes clarified the comments. I think it comes back to where is donald on policy, and hes spent hes run a Great Campaign but we care about the policy and conservative ideas that will grow the economy and help keep us strong. He hasnt spent the time on that, michelle. If you say youre willing to endorse him if hes the nominee youll put those policy concerns aside. I have to look at Hillary Clintons policies as well and who is better to grow the economy . Who is better to work with, a donald trump or a Hillary Clinton and hands down its going to be donald trump. A lot of conservatives are concerned about the court. I think the supreme court. The supreme court, yes, another liberal progressive, you know, on the court from Hillary Clinton, Donald Trumps a little bit of an unknown, but we feel more comfortable with donald than hillary. Finish your thought. I think thats an important issue for us, so very to look as House Republicans who is better to work with . You only have two choices . Might hope that, you know, there was a different republican nominee, but theres not. Its Hillary Clinton or donald trump. Who is the best for the party . It is binary, i suppose. Do you expect that speaker ryan and mr. Trump will come to some sort of rapprochement that will end up with mr. Ryan presumably supporting the nominee, and what happens if it doesnt . Im hopeful that that will happen. I think that this is going to be a great opportunity for speaker ryan to talk to donald trump about all of the ideas that have been working through the house, and the were hopeful that donald trump will buy in these ideas, and if he do, and if theres some agreement on the bigger issues, i think you do see a cumbaya. I remember how mr. Ryan played his run up to becoming speaker, im not going to do