In separate directions today, one is the dows best performer, the other the worst performer on the s p 500. Lets get to nicole on the floor of the New York Stock Exchange with that. Reporter hi, good afternoon, liz, welcome back. Taking a look at a couple of technology names, folks, the nasdaq is up over threequarters of 1 , but we have a few names here, both ibn and adobe. Ibm, which has been one of the best here of the dow 30, right now one of the worst performing this year. I mean, you can see its gaining 3 , but it has been under pressure for the year 2013. And adobe making it one of the worst performers in the s p 500. Well, its, lets see what its doing right now, down 3. 6 following the quarterly report. Theres a look at a year to date. You can see it has run up, but today pulling back some. Weve had a lot of mergers today, liz. We see a rally on our hands at least for today after two weeks of selling for these major averages. Back to you. Liz doesnt it amaze you, nicole, the nasdaq up 32 . I find it fascinating to see that Technology Overall is such a winner. Reporter it really, it outpaced both the dow and the s p, and that is damage 5,000 doesnt sound so crazy nasdaq 5,000 doesnt sound so crazy anymore, right . Liz not by much. Calm down, killer. Thanks a lot, nicole. Appreciate it. Well, you cannot ignore that Industrial Production number for november that came in today at the best levels in a year. But that was sort of counterbalanced by a miss for the new york Regional Manufacturing index, called the empire index. Either way, guys, lets bring in the traders. The markets decided to focus on the good versus the bad or the ugly. Jon corps peen that, what a rally today, we had a couple of days of losses last week. Liz, thats exactly it. Coming off of a market that was down 1. 7 last week, three days, four days in a row straight losses, at some point the buyers were going to come in and say its time to bottom feed for a short period of time. Put that together with good Economic Data, we had some m a news over the weekend and out today, all this stuff is positive for the market. Now, that leads us to the calendar this week and talking about what were going to get from the fed. I personally do not think were going to get tapering from the fed this week, but i do think were going to get Additional Information thats going to tip their cards more. That tipping happened back in september, and the market rattled for a few days after that. I dont think were going to see that type of rattle now. Our markets Strong Enough to shake off any Additional Information were going to get out of washington, but i think it would be good towards the end of the year that d. C. Does give us more information as to what theyre thinking, how are they going to do this and when. Liz right. And remember, they dont all get followed by a press conference, but this is one of those meetings that does on wednesday. So, kevin; i think jons absolutely right, we probably will not see any kind of tapering at this point because weve bot go one more labor number for the month of december, and that gives them an opportunity starting early next year to make some type of decision. If we just focus on what the markets are doing for the rest of the year, you did have treasury prices moving slightly higher perhaps on the Economic Data or perhaps on the belief of what jon was just talking about. Personally, i dont think any tapering is going to come out of this meeting. You have seen rates actually tick just a little higher here. But i think really all traders are kind of sitting back waiting for what the communication is going to be from this meeting this week. I think you are right, theres another labor number coming out, and thats going to give the fed the opportunity to go into the new year, look at what the data set is telling them, look at where the labor market is and then be able to communicate exactly what their exit strategy is going to be liz do any of you guys believe that the markets can outdo themselves in 2014 . It has been an amazing year. I mean, thumbs up, thumbs down . Thatd be a hard one to do, right . Definitely, i dont think they can. Liz okay. And, jon, what do you think . Yeah, its going to be tough to top what weve seen so far this year, but that doesnt take away the fact that were still going to roll in the right direction, and the economy is going to show progress. Liz you could argue, alan, that oil has been the big surprise. We end today up about 88 cents, we are trading in the aftermarket session, but the Energy Complex is an interesting one here. We finally got some weather to drive the maneuvering. Yes, i agree. I think we have one more rally in crude before year end. i dont think it make 100, and after that i think it comes off. Natural gas, were going to need a lot Colder Weather to make that rally, so i think we have possibly another rally up to 440, and then thats going to sell off. I think come middle of january, early february these Energy Products will be a lot lower. Liz lot lower. Okay, so alans saying you will not see 100, we will not kiss that print. Thank you so much for joining us on the floor show. See you next time. Okay, so much for those of you there are some of you out there who tried to count out General Motors at the height of the financial crisis. Today in a show of hour the u. S how far the u. S. Auto giant has come, gm giving a big thank you to america in the form of a 1. 3 billion investment right here in the u. S. , putting a significant chunk of money to work in fife plants across the midwest. And in a first on fox business scoop, our own jeff flock live in flint, michigan. Jeff, i watched your interview with gms north american president following the announcement, he was so genuinely excited. What does it mean for jobs, gm and america . It means about a thousand jobs. These are retained or created. 1. 27 billion, and youre right, mark royce very excited about that. Were excited, too, because youre right, liz, youre getting a live, exclusive look inside the Gm Flint Assembly plant. Thats a Chevy Silverado pickup right now, and dan akerson today at the National Press club defended gms focus on these big trucks and big suvsment he said when he was asked why are you doing that, he said why did Willie Sutton rob bankses . Because thats where the money is. And mark royce echoed that today with him as well. Gm, he says, a very, very Different Company b today. If anythings changed and i could sum it up in a sentence, itd be the has become a revenuegenerating, customerfocused company again instead of a distressed inti bety. Those are the big changes. Weve worked very hard, and im just so proud of everybody. Reporter and, you know, that is why, liz, a lot of people are thinking very positively about gm stock. It has done pretty well, a lot of people think its going to do a lot more. Now that the government is out, now that new management is coming in. And ill tell you, really exciting to see these trucks thats a heavy duty. Thats the Chevy Silverado heavy duty pickup and, boy, that is a big, massive piece of technology right there. Liz whoa. And the silverado, they have great margins, dont they . Thats the real moneymaker for some of these companies. Reporter they do. Just what dan was saying, exactly. Thats why theyre in there, to make a lot of dough on this. Liz show me that chassis, you know what im saying. [laughter] reporter you know what this is now, we were just talking about this with the engineers here. Liz okay. There used to be a c chassis here, now this is completely one piece now. Its much stronger, and they are number one in terms of payload and towing capacity. Always fighting with ford about that, but thats why. Ill tell you, this is serious stuff, and this is where the serious money is made, so they put a lot of engineering into this stuff. Liz so i was right, that is the chassis. Reporter exactly. And thats a huge, a huge change for the silverado right now. You know more about you dont even know what good stuff you knnw. Liz hey, that thing can schlepp, that much i know. Thank you very much, jeff flock getting the first on fox Business Interview with mark royce. You guys should go on foxbusiness. Com and look at that interview because mark royce was jazzed. He also had some very nice comments about the new ceo coming in, mary berra, and its an interesting time for General Motors. Closing bell ringing in about 50 minutes. Will he or wont he . Were talking about fed chairman ben bernanke and the 85 billion question of whether hell pull taper trigger this wednesday at the last Federal Reserve peating of the year. And meeting of the year. And guess what . Our peter barnes is always the one who seems to be asking the newsmaking question at bernanke news conferences, so you do not want to miss what happens this time around wednesday. Were all over it, live. You need not watch any other biz channel. Peters the guy who knows how ask the questions. And beyonces new album, all digital. Its got the music business dancing to an entirely different tune thanks to the power of the internet. Is it a game changer for the entire industry . Were crunching the numbers and talking to music business insiders. Stay tuned. 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In the country where the local fare involves moose burger. Yummy. [laughter] liz oslo, norway. Okay, obviously. But then i got a little sidetracked. This ones a little more difficult, except that we put it on the banner. Quick trip to prague. Do you know where that is . Okay, you get a little luck if you rub the little golden dog on the relief of the charles bridge. You make a wish, still waiting for mine to come true. But there it is. I went to prague and oslo, little break there, and im bringing back some interesting pictures for you. On to the power mover of the hour. I know, i wanted to win the Nobel Peace Prize but didnt quite happen. Aircap holdings, we were talking about this earlier. Take a look, up 7. 58 right now. It really skyrocketed at the opening, this after aiq confirmed aig confirmed lands to sell to aircap in a deal valued around 5. 4 billion. The move will create the Worlds LargestAircraft Leasing company by fleet size. Heres aig moving slightly higher on the news, off the highs of the year but not bad at all when you look what aig has been through the past couple years and, frankly, what one Small Division put us through. Despite all the fiscal uncertainty and unending taper talk until we actually see on behalf of the Federal Reserve, we have one person who says overall the economy is in pretty good shape. With more than 2. 4 billion in assets under management, my next guest believes theres plenty of time left in the year for you to make a pretty penny. Hes tim holland. A couple of days left of trade here, tim, what do you mean a lot of time . Well, i dont know if we have a lot of time, theres always next year, but i think your comments around aig are pretty instructive, liz, and it gets back to Corporate America very focused on shareholder value. And were just seeing that. Were seeing companies divest noncore businesses, Companies Buy their competitors, and so the private sector in this country is in fantastic shape, and thats being reflected, we see, in the stock market. And weve owned aig in the diversified equity fund for some time now, and theyve orchestrated one of the great turn arounds in u. S. Corporate history. Liz let me make that clear, because youre not a johnny come lately here. Youve owned this stock. We just saw the oneyear chart, it looked absolutely fantastic. Yeah. Liz you were able to make money for your investors. You were bullish when you should have been bullish, that has worked out very well for you. However yeah. Liz i would have to say that the atmosphere looking ahead is a little misty, less clear because of the potential tapering and how the market will react to it. We know taperings going to eventually happen, but what is your anticipation of how the markets will perform with that backdrop . Our anticipation is the fed will telegraph it as clearly as possible, and itll gradually with priced in. If its not priced in already. And while that become withs a bit of a headwind or maybe less strong of a tailwind, the one thing that people arent talking much about is the other sort of game in town, d. C. The Political Class has all of a sudden become a bit more accommodative, a bit more rational. So you may have the fed exiting the stage, but you also have the Political Class exiting the stage, and some of these deals probably create a lot more certainty for the economy and for investors or. Theres one leaving and one negative, one positive we think in the nations capital. Liz absolutely right. It appears at least some in washington from both sides of the aisle have found a compass when it comes to actually coming together and doing what the American People pay them to do. Yeah. Liz overall, your outlook for 2014, we were asking our traders on the floor show, could we possibly match or even come close to what weve seen over the past year with the nasdaq up more than 30 year to date . Whats your outlook for the markets, by the end of 2014, will we be higher than we are now . Will we be flat . Lower . You know, liz, were stock pickers, but if you look at history when the markets up as strongly as it is in this year, it tends to be up the following year. By usually a healthy amount, low double digits plus. So as long as earnings continue to come in okay, the Political Class behaves itself, our expectation is the typical stock will be up so, yeah, the Broader Market should be higher and maybe nicely higher by the end of 2014. Liz youve got some picks that i think people will find interesting, but before we get to that, a what keeps you up at night since your outlook so particularly rosy . You know, to be honest liz hes thinking. Finish with you, nothing right now other than my 4yearold son who still isnt the greatest sleeper. Liz they tend to do that, right . [laughter] everyone told me by the time he hit 4 itd be a lot easier, but not so much. Until everyone stops asking what keeps us up at night, ill probably sleep okay. Theres more good news than bad news, and i think the skepticism is good. It keeps me, keeps me comfortable. Liz all right. Lets get to the good stuff, and thats your stock picks. Portfolio recovery assets. What an interesting name. Praa, pe ratios about 13. Its already up 55 percent this year, what can it possibly do next year . Yeah. So praa, we own it in our diversified equity fund. What they do is accounts receivable management s so they buy paper from banks and retailers at pennies on the dollar, and because theyve got best in class collection techniques, they make more money than what they pay for it. A Management Team founded the company 20 years ago, and theres always going to be some bad Consumer Debt out there, and theyve just got a fantastic competitive advantage, and we like the company very much. Theyre fundamentally very well run. Liz i like to mention this because it popped out at me, 17 of the float is shorted. It just tends to make it slightly more volatile. True blue, tbi, this is a little richer, but a beautiful performer over the past year. Yeah. And we dont own true blue in this either portfolio, but im somewhat familiar with the company, and as the jobs market comes back, the Staffing Companies are a way to play that liz well, when will you buy it . Um, i wish we had it in the portfolio today, but we dont. But its been a fantastic rollup story. Its the old labor ready. They bought a bunch of competitors on the cheap, and again, thats the trend were seeing. Thats a company that i should take another look at because theyve just built a nice National Footprint mostly through acquisition. Liz since we are nearing the end of the year, we always like to ask our stock pickers their best but also their worst calls. Lets start with your best call, glacier bank corp. I find this interesting because it lends to small and medium businesses in the northwest, in essence, and the west. Yeah. Liz when you look at this company, doesnt this send a message that small and medium businesses if they are borrowing have actually done well, right . Yeah. Yeah, i think every investor should at least follow a couple small banks even if its not their area of expertise, because they tend to be the canary in the coal mine in terms of main street demand. And glacier, to your point, is in the rocky mountains, ceos been there for over 30 years, and they just executed beautifully, never took t. A. R. P. I think if theres one area we really latched on to an