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it hasn't for the likes of an agrium or potash. i think you focus on it and look at the consumer staples, a lot of the food names we talk about, hershey or sjm which goldman sachs talks about favorably today, like those names. they're favorable tail winds to kind of offset the increases of input prices in rising corn. >> steve weiss ethanol prices are up 30 cents. we're talking about where corn prices have gone. >> first of all, i'd say that the president's hair has gotten a lot grayer since ryan was named to the ticket. that's my first observation. second, it's such a bad move to try to play weather in the portfolio because you have rain come at any point in time. so i don't think you get involved that way. however, in terms of ethanol, that's acute right now because of the price you may, in fact, see a moratorium on the price that would significantly pressure the corn market. >> tax policy will likely play a policy role in the presidential campaign now that mitt romney has chosen paul ryan as his running mate. we're joining now o

>> looking at potash today. if you look at it and corn over last three years, thif a decent correlation. for someea

what kind of -- i like potash, i think it's a good stock. that was so painful. what is he going to do? he's in texas. if he had said the cowboys i would have hated him anyway. richard ka, please. >> caller: big 49er boo-yah to you, jim. >> a david akers boo-yah to you, greatest ever to play the position. what's up? >> my friend jacobs is with us now. >> no free lunch with that guy. >> caller: okay. love you, man. >> thank you. same. >> caller: marriott international. buy, sell? >> didn't like the quarter. win if i want to be with that group, that's the stock i need to be in. marilyn from indiana. >> caller: great big welcome from indiana. intuitive surgical. >> i thought that quarter was group. that whole group, they're all going down. i'm not backing away. chad in the sunshine state of florida. >> caller: how are you doing, jim? a southwest florida boo-yah coming at you. >> boo-yah back at you. >> caller: 7.7% dividend for boardwalk pipelines pwp. >> i think that distribution is safe and i want to own it myself. >> buy, buy, buy! >> let's go to ron in new york,

never confuse potash and corn. "street signs" begins right now. >>> oh, some good advance of tyler. welcome to "street signs," everybody. sully is off enjoying a day. so it is herb-a-palooza friday. you got herbalife, jcpenney, monster and many more. he's also going to be along with a disaster du jour that's down by 41% and plus we will debate if e-trade's ceo is a fall guy and what they'll do with the cash and potential good news of research in motion. lots of things on board. okay. the third straight day, not much movement in the major averages but the dow and s&p 500 both on track for their fifth consecutive week of gains. the s&p is trying to stretch a winning streak to six days in a row. it could also accomplish a feat it's not done in 11 months which is register gains in all 5 sessions of a nonholiday week. the nasdaq also down today but on track for the biggest weekly gain in nine weeks. let's get down to the nyse. bob, the ipo of manchester united. not the fact particularly it's a lackluster debut but the trading going on with man u and the high frequency trading community a

ago reum, unlike potash, has a retail division. so they have stores where they sell direct to farmers, direct to the consumers. they think if you break it up and i think they're right, because retailers get a lot higher multiple, that the combined stock price would go a lot higher. that's what they're doing. >> yeah, bk, give us the lowdown on the vix, yes, up by 5% today after closing at a five-year low yesterday. >> yeah, the lowdown is that it's at its lows here. a lot of complacency in the market. actually, what it's doing from a lot of brokers i talk to, it's making people a little more confident, taking some long bets, because you can get some real cheap hedges here. this is the cheapest you've been able able to hedge your portfolio in a long, long time. so people aren't afraid to get longer, bet that the economy is going to get better and still be able to hedge everything out. >> all right. new numbers out of europe today show economic growth in the region. shrank in the second quarter. which country should investors be most

. >> we're still positive on the tractors and potash fertilizer provoos eid providers. >> i think the more aggressive investors who want to trade better can look at construction machinery, materials which are still going to announce disappointing figures but it's been factored in. >>> so, interesting. what's interesting we explain throughout the show despite the fact that the shanghai composite is down to a three year low, others saying this is an opportunity to trading nine times p. e. >> i like the point about indonesia. morgan stanley is cautious on global growth yet he says look if you put a gun to my head, pick a country in asia, indonesia is one that still looks attractive. >> if we didn't put a gun to his head? i'm interested. can i get a pick without putting a gun to your head? >> certainly. >> all right. moving on globe specialty metals is one of the world's leading of silicon alloys which is used to make a variety of industrial products. the company reported fourth quarter results last night earning 12 cents a share missing analysts estimates. revenues rose 9% and shipments