Goldman Sachs Advices Caution on Retailers Because of Oil Prices; Warren Buffett Boosts Stakes in Kraft, Wells Fargo, Ingersoll-Rand, and UnitedHealth Group; Nelson Peltz Discloses Stake in Starbucks

Transcript:
let us give back to julie yman on the tock desk. tocks are ixed -- mixed. hat are the overs? am ooking of he 00 groups, he 24 ndustry groups. nergy s doing the est, is about s help lift stocks the ost. tailers of he orse. ust mentioned a couple f one of retailers doing well ecause of their arnings. but y and arge, retail is not doing well. part he reason, goldman sachs owngraded he roup, sically advised caution because f higher oil rices and he effect n consumer spending. articular, j.c. penney downgraded to egative hl' s taken off the goldman sachs conviction buy list. etailers enerally under pressure. utonation, illard' couple tocks oing orst in a particular roup. lso nother ccurrence, a lot f the 13 f ilings come out after the lose esterday and telling us who owns what. ourse, lot id want to know what warren buffe berkshire hathaway wns and he sclosed tates and that boosting some stocks. raft otably, wells argo, united ealth, ingersoll- and trading igher ells fargo is the exception. st of them are rading higher because uffet isclosing he stakes. i should lso ention nelson ltz' s try on orporate corporation announcing a stock tarbucks. even though t is a mall stake. alyst at deutsche bate deutsche bank saying it is too early to ell but f he ecomes more ctive, it could be positive or tarbucks. > thank you so much.