Despite healthy macro-economic growth, there are concerns about the corporate sector, especially in the steel and construction industries, she said.
According to Ulrich, these industries are suffering from overcapacity and need to be more efficient.
Lee brought in Rich Greenfield, co-head of research at BTIG Research, to talk about Zynga (ZNGA), which surged 11% on reports of a new gaming platform.
He said Zynga is using the platform to create its own ecosystem to allow games to be played in a far more social environment without distraction. He said the company should do well in the coming months, as game playing spreads. He disagreed with critics who say the new platform will hurt Zynga's relationship with Facebook. He said the ties will remain strong.CNBC reporter Mary Thompson interviewed Bob Iger, CEO of Disney (DIS) about Disney's second cruise ship - the Disney Fantasy - that makes its maiden voyage on March 31. Iger said the 4,000-passenger cruise ship is banking on the popularity of its first cruise ship. He said the new cruise liner should have an impact on the bottom line in 10 months. In the final trades, Terranova liked General Motors (GM). Adami liked NRG Energy (NRG). Kelly favored Freeport McMoRan (FCX), while Terranova saw more upside in Wynn Resorts (WYNN). --Written by David Tong in San Francisco.
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