a former head of fannie mae speaks ton capitol hill. >> rick santelli, tune in tomorrow. february wholesale inventorienv. we know they're important to the recovery in manufacturing. tune in. tiger woods making his return to government at the masters today. the tv rights are held by other networks so we can't show tiger on the course. but we still have photographs of the big event. darren, what's the reaction to tiger's return? >> well, marie, i followed him on the sixth and seventh hole. the crowds were unbelievable. about 18 deep when you look at the galleries. and tiger seemed more appreciative than ever before

temperature kp. when you talk about the crowd cheering him. he acknowledged, he smiled. no distractions from the crowd in terms of augusta national. of course, in this the air it was a little bit different, as you referenced before the break. there was one sign that said, "tiger did you mean bootyism." and another run that said "sex addict? yeah, right. sure. me, too." play has not been stopped. it's raining right now. tiger is on the tenth hole and he's two under par. some of the leaders include 60-year-old tom watson at five under par. lee westwood, phil mickelson, all at five under par. anthony kim at four under par. again, tiger woods on the tenth hole. but the distractions, all from the air. everyone here at augusta national, glad to have tiger back. maria, back to you. >> all right, thanks so much for joining us. the market today, higher by

about 30 points. we'll see you tomorrow on "closing bell." "fast money" is up next. thanks for being with me. good night. live from the nasdaq market site in times square, new york. this is "fast money." i'm simon hobbs in for melissa lee. jim seymour, joe taranova, steve grasso, patty edwards. rejoice, my friends. capitalism in america is alive and well. you opened your wallet, you spent money buying clothes, you gambled, you speculated on stocks. now our mission is to make money from those great single-stock stories in america. >> that is some energy you have there. smack me on the head and tale me i'm healed. smack me on the head right now. >> give me a single stock story. >> jpmorgan, morgan stanley and goldman sachs. they trailed the rest of the group. they've caught up lately. this is where you're going to

make the money. buy the financials, buy the laggards. that's where you want to be right now. >> i'm glad you're so happy because i'm not after today. >> you lost money today? >>'m representative of the hedge fund community out there looking at the market and continuing after yesterday's market saying sold. consumer discretionary, oil against it. that didn't work out too well. do i trust the rally? no, absolutely not. but he who fights and runs away lives to fight another day. consumer credit is coming back. consumer is spending again. look at american express. look at the performance in american express. that's the way to play the consumer recovery. >> and the fact that the consumer is spending. in some cases they're being forced to spend. take a look at the airlines right now. what they're getting as far as premiums over and above where they were last year is obscene. and now they're moving up the luggage charge.

>> that's not obscene. that's called profit. that's called enterprise. >> they are spending, they clearly spent at the malls. in particular, the malls were very active. i think the story has legs because the consumer hasn't backed off. $3 a gallon gasoline hasn't backed them off. nor has the airlines charging a ton. hotels are charging a ton. rental car companies are charging a ton and they're getting it. '. >> look at that consumer credit number yesterday. what we got on retail sales, the best number in 11 years, i don't like the way tjx traded today. a lot of consumer names have run and run. a lot of people thought they incorporated possibly just a seasonal effect of an early easter, warmer weather. i think what you got in march, you subtract it from april. this is a great chance to get out of tjx and gap. >> give me a single stock story. you focused on retail. fantastic figures today.

>> they were amazing figure, but simon, you have to look at where they came from. last year, almost everything in retail was down. you look at two-year number, not everything is performing right. you have to look at the individual names, not just the sector. look at j. crew, look at a buckle. buckle had a positive comp last year and had a positive comp this year. that's very hard to do when you're coming out of this type of recession. ern else, not so interested. >> do you know why grasso is also right by the banks being -- >> tell me, i always love to hear this. >> they're about to find out how much the consumer is willing to spend as well. because the offerings, are what's going to be coming down the pike. that's why goldman is ramping. that's why morgan is ramping. that's why bank of america, even karen's pick is going to do very well this quarter.

>> talk to me about the casino stocks. >> i'm still making money on them, though. >> yes, and you shouldn't get out of them yet. many are up year to date. if you take a look at the six months ago when guy and i were there in vegas pounding the table, saying mgm, las vegas sands, wynn, by these games because they're packed and getting better. these numbers are looking really good. but like i say, the time to buy these stocks was six months ago. i'm less anxious to get to them now. >> a good news about vegas is a lot of revenue are coming around the world. they announced the february numbers up 33% in gaming revenues. a lot for china and vegas. that's a good reason to take them higher. i take it back to macau again. i would rather own vegas sands and their exposure there.

i think that's place you're getting -- i think vegas, i agree, though, it's run, but you really want to look for the place that the gamers have the global plays. and then also get on line and go to the interactive guys, global interactive, ga, some of the online gamers. >> igt. >> that's exactly what i was going to say. if you're cautious, you don't necessarily have to leave the entire casino space. igt is getting towards the 23, 50, 52-week high. you go downstream on this. if the casinos do well, these are the guys that give them all the machine, they design them, they manufacture them. if you are cautious, this is the play, go with that. >> if you look at the space, the macy, the gap stores. >> buckle. >> that's right. i see money come into the sector as well as the casino names. they're dove when, they're going to do better. >> that's an important point, isn't it? we're not talking about double dip.

>> look at it this way. they were the leading indicator. the mark is the best leading indicator. it always runs about six to eight months ahead. >> now that we know -- >> the market has been up 70% to 80%. if you ask all those guys who say the rally is over, they would have told you the same thing up 50%, up 30%. this market still has room based on valuation to move higher. >> and i look at it a little bit differently. yes, the fundamentals are immoving. it's not a u recovery. it's going to look loeser to a v. but what everyone is positioning in the marketplace, i continue to say this is a short squeeze. that's what it is. people keep getting short and stopped out. if we're going to continue to move higher, it has to transition. it has to move into quality names, and it has to do that during earnings. so we're going to talk a little tech tonight. tech has to come to the table here and perform over the next month or you've got to be suspicious of this rally. >> anybody want to talk about

amazon. >> up 6%. >> i like wait you just pronounced it. >> is that a new stock? >> we talked about amazon the other day. understand how everyone is positioned in the market. what's important for amazon? nothing's changed fundamentally. everyone is playing it from the short side because they're worried about the ipad launch. this week, everyone says wait a second, the ipad is not the kindle killer, we've got to get back in the stock. >> it is the kindle killer. >> people are getting become into amazon. it's how everyone is positioned in the market. >> it is the kindle killer, but amazon makes more money reoccurring stream selling the books on amazon. >> why is it a kindle killer? >> huge. people are down loading it like crazy. >> bottom line it for me. >> bottom line, the fact that they're going into target stores is a bad sign for the kindle. in other words, they're saying it's a junk device. as far as the ipad, though, the

fact that more people are buying this device and it's going to be on the high end of the estimates, that's really good for revenue. this revenue is going to drive to amazon. >> patty, do you agree? >> i absolutely agree. you know, you've got to absolutely look at where the revenue is going to come from. and when you take a kindle, you put it into target, that's taking it way downstream. the ipad has been compared to the kindle like a computer has been compared to cave drawings, frankly. you've got to be able to do more than one thing on the device and i think the ipad has got it. >> the kindle, you could read on the beach, direct sunlight with polarized glasses. the i spad a compuipad is a coma top. it's going to break. you can't compare the two. it's apples and oranges. the reason why apple is being bought is it's the coolest damn stock in the sector. that's the reason. it's not on the ipad. >> let's go back one second and talk about ideas that you could play in this market.

i'm not going to sit here after the day i had and suggest sell consumer discretionary again. i did not like the performance in buckle against what patty said. the three stocks i want you to look at. in each sector there's underperformance. take a look at the performance in yahoo. yahoo looks like it's breaking out. no one owns it, folks. >> is that the quality stock you're talking about? >> let me finish. potash, it's been down. again, liquidation occurred here. no one owns it. go own that one, folks. people have to come to the table. and finally, the natural gas space. do i like spot natural gas prices? no. but look at the eog resources, apache, southwest energy. those are names you want to put on. again, why? because no one owns them. >> joe is all over the map there. i will say potash, i totally agree with. the one thing that's been beaten down has been the opposite of this market has been the softs -- wheat, corn, sugar. those are now buys. the second derivative of that is buy the fertilizers. they have actually traded very

well in the face of this. the monsano numbers a few days ago weren't that good. all the stocks are hanging in there. this sector is turn popping. >> be careful on eog. the catalyst was the analyst meeting that happened this week. it might be a little top pi at this level. >> nothing to be worried about there my friend. >> our next guest has not one but two great single stock stories. steve cortez join us us from vera cruz research. >> i love msgf. i love the sector, but it's not much of a sector. it's two stocks that matter now for the brokers. i think that underperformance is going to end and they're going to vastly outperform for the duration of the year. i have bought the sector against the s&p 500. sold short the s&p and bought in sector, the brokers. >> this is a pair trade where you're basically taking your market risk on the down side and buying brokers you think have

underperformed. first, why brokers? and two, if we all think the stock market a little top pi here, isn't everything going down and aren't you potentially wrong in both cases? >> i see two reasons. one is deal flow. a lot more m&a will continue to flow and will benefit these two firms because they don't have many other competitors. the second reason, more important and less obvious, is trading volume. these stocks have been depressed because trading volume has been so low among all markets. but the stocks of exchanges are starting to rally very nicely. that is typically a leading ind kay too far, telling us that volume is going to pick up, perhaps because of a european calamity. the stocks are telling us, particularly nyx is telling us that trading volume is going to pick up. i provided a chart of nyx. >> do you agree with that, joe? >> steve, i've been talking about what's underperforming and not owned.

why not just go out and own the exchanges on your theory? >> i'm fine with that. the market has advanced so much in the last eight weeks i'm more comfortable doing it on spread. i bought iai, which includes both morgan stanley, goldman and the exchanges. i brought a chart along of the nyx, the nyse's stock against goldman sachs. if you look at the two, they're generally correlated. goldman sachs should be priced above 190. and my guess is it's going there. but even as the market goes lower, i think it will go down less. >> do you like those ideas there, sglon. >> i do. grasso has been pounding the table here for the investment banks. i think they're going to bring a lot of product to market. a lot of m&a activity. yes, i think this is an outperforming sector. >> steve is often right on these things. congress goes back to work next week. the administration is fresh and confident off the health care

reform. financial reform is flooat leas going to be back in the headlines next week. they're looking for a story right now. here's your fly in the ointment. i think you're right. i think the brokers look great. the deal flow looks great. the headlines aren't going to be good. >> i think financial regulation, as tim said, is coming down the pike. but i think it lacks the punch that people were fearing. so i think that's why you see these stocks running. that's why you see the laggards catching pup .jpmorgan makes money today. it's not a regional bank that has to pay back t.a.r.p. it makes money today. >> if we're talking about lagga laggards, morgan stanley is a name i would look at going into earnings. >> our next guest wants to ruin all our great stock stories. a man of fear approaches. he's president of the elliott wave international. robert, good evening to you. the greatest shorting opportunity for a generation. >> well, it's the third best.

i think the best was in 2000, the next one was '07. and now we're getting a third opportunity in ten years with everyone lined up. >> what would you short exactly? >> well, the main thing i would like to say is most people aren't short sellers who listen to financial television. most are few kuhle fund omutual. there's no reason to be investigated in stocks right now. there's every reason to be in cash. it's not a scary thing to do. you can wait far better buying opportunity down the road. >> where is that level, rob snert. >> it's going to be a lot low per we have mutual fund cash at 3.5%. that was in february. forget bringing march in the picture. we're going to see an all-time record low mutual fund cash percentage in the next report. that's even lower than october '07. >> can you give me a target, though? any kind of target?

10%, 20%, 50%? saying it's going lower doesn't help me. . >> it does help you. you want to be in cash until all the indicators line up on the buy side just like they were in march '09. i said this is a bottom. we were predicting 10,000 on the dow. it simply stretched the market to a further extreme. >> just give us a target. don't just say down. >> i have to help robert out. i agree with you on the exhaustion points. we follow a lot of the technical indicators, whatever you're looking at. market, and i said yesterday, we're selling u.s. steel. selling some of the commodity name, some of the coal names. not because i think the global economy is coming to an end. as a matter of fact, i think just the opposite. however, the move and the exhaustion points and the oversold conditions were so extraordinary, why can't we have this on the way back out, robert? i mean, it just seems to me it's the other side of the coin.

>> we're extremely overbought with a percentage rise in just 13 months. we're losing upside momentum. we've got a 30-day trading index reading of 0.90. that is extremely low for -- >> the robert, the s&p right now is trading on forward earnings 14 times. the 18-year average is 16 times. in 1999, we were trading at 25 times. we still have a lot of room to the upside. you're discounting cash balance sheets at this point. >> no. valuation of the market is terrible. the dividend yield is 2.5%. there have only been two other tops in the last 100 years when dividend yield was that low. 2000 and 2007. the actual p/e -- >> corporations had to hold cash. of course the dividend yield is low. the balance sheet has never been higher. and, in fact, why wouldn't they be pulling out -- >> portfolio managers look at forward earnings at this point.

so trading at 14 times forward earnings -- >> let the man reply. let the man have one last word. robert? >> when people were looking at forward earnings in march 2009, they were scared out of their wits because they knew forward earnings were crashing. now they look bond wonderful. do you want to be long in march '09 or in april 2010. >> the rest of the field doesn't look great right now. right now in the bucket, equities are your best chance. >> thank you for your time. >> what looks good is cash. >> bottom line it for me, joe. >> the bottom line is we would need a fundamental catalyst to take us down. >> the bottom line is he's worried about inflation, cash is going to get devoured by inflation. sorry to interrupt. go ahead pooch. >> thank you. right now the market over the last six weeks has digested all of the events that possibly

could be the fundamental catalyst, so that's why you have to -- >> we have pumped so much in to get it to where it is now. if there was, god forred by, a negative shock, we tip back and don't have much fire power. >> do you see any stoppage of the pumping? we're just saying his timing. he's calling it out in may. to call out a fall off the cliff in may, that's ridiculous. >> if you can't give me a target, i'm not saying you're going to be right about your target. in two months is he going to come back on the show in a week saying see i told you? we're down 50 points a day after i said it. >> why you might want to buy microsoft and equally short walmart. stay with us. hey can i play with the toys ?

sure, but let me get a little information first. for broccoli, say one. for toys, say two. toys ! the system can't process your response at this time. what ? please call back between 8 and 5 central standard time. he's in control. goodbye. even kids know it's wrong to give someone the run around. at ally bank you never have to deal with an endless automated system. you can talk to a real person 24/7. it's just the right thing to do.

welcome back to "fast money live." time now for our hedge fund trade of the week where we

reveal what the fastest money is doing. we have the founder of skybridge capital, a leading fund-to-funds and he's the author of "goodbye gordon gecko." i think the message is think about shorting walmart. >> yeah, it's contrarian play. you're seeing a lot of computer spending right now. the numbers for most of these retails are going to be fantastic. however, what the smartest hedge funds do is look at the residual reversal. what does that mean? what is moving up will eventually fall if expectation aren't met. i think that's going to be the case in the second half of the year. the yuan is strengthening. most of the production is in china. this is going to crimp their margins. we're short a collection of retail stocks. most specifically walmart.

>> steve, do you want to come back? >> i think you're a little bit late on that trade. that was a great trade a year ago, but i'm seeing real money come back into walmart. every time the stock ticks off, there's an underlyinged by. >> we think there will be a 10% or 15% correction in the name. everything is driven off the operating margins. they are tight as a drum on those operating margins. they have a huge ris welcome the appreciation of the yuan. i think those numbers are going to come in light relative to consensus estimates on the street. >> do you think tony is right? >> again, again, again, here's what the debate was a little earlier. it's about what's going on, where the momentum is. and i'm telling you right now, the momentum is a little foamy and with good hedge fund managers do is cut back. >> what do you think? >> you've got a good point. if their contracts were denominated in yen. walmart denominates their contracts in dollars for the

most part. that doesn't matter anymore. >> the yen move is going to be 2% or 3% in the next few months. >> yuan, i misspoke. >> i think you meant yuan, not yen. >> sorry, tony, that's a killer argument. the contracts are in dollars. >> that's actually not true. most of the labor costs are dominated in yuan. if you want me to bring in the st stats, is'll happily do that. there's a lot of consumer spending right now. i think it's going to reverse. good hedge fund managers think about the contrarian trade. when you have high expectations, bad things happen. >> here's both sides of this. from a hedge fund perspective, anthony is absolutely right. if you look at short interest in the names, it's as low as it's been in years. you could possibly see the guys move up and take this down. the flip side of the yuan appreciation is, they're buying stuff. the yuan appreciation is going

to be very small. they're going to be importing stuff from china more than building on the ground. and that's, if anything, a benefit. the dollar has more spending power in chien nap to buy chinese goods. >> by 6:00, you have to get those stocks here to the nasdaq. >> you got it, joe. i appreciate it, okay? >> there is a bigger point here, isn't there? there's a lot of hype around what china might do. it's actually -- nobody has put a figure oint. it's going to be quite small, isn't it? >> it's going to be quite small. the yuan appreciation is basically a tax cut for everybody in that part of the world. consumption is going to increase in that part of the world. it's bullish for commodities, going to be bullish for asian stock, but it will be good also for the dollar. >> this is a crawling hedge. >> bottom line, how do i trade it? >> you want to buy asia, you want to buy commodities. it's copper, it's orr, all the things they're buying enmass. >> i actually agree with anthony.

i think the momentum looks like it's pointed a little bit lower. a lot of people in the hedge fund community own it and that's why i think you'll see the stock move lower. >> all this week we're getting you ahead of corporate america's scoreca scorecard, how you should position yourself for request2 earnings next week. heather bellini is one of the top ranked software analysts for four years in a row. >> i'm bullish on microsoft and vmware going over the next couple of weeks. microsoft last quarter was there for the trade. in fact, there was a lot of upside, this quarter, i feel like people got into the higher beta names. i think microsoft has upside to their numbers. >> what targets are you looking

at? >> well, i mean, we've got a price target of $38. we do think you can see the stock trade up. it's been underperforming of late, and we think it trades back in favor if people think we're very close to the enterprise cycle. i think we've started to see a little bit of it in the march quarter. >> you and i have talked about microsoft back during the fall. it has been disappointing to me, when i've owned it. the question i have to you is, what's the revenue contributor in this quarter that takes it higher. is it going to be windows? what is it? >> i actually think windows 7, i think in general people are underestimating pc shipments, not just for the quarter, but for this year and calendar 11. i think it's windows and maybe a little bit on the server side. i think the other thing to keep a look at is deferred revenues. last quarter is what disappointed people. if there was any blemish,

deferreds were there. >> thank you for advice. thank you for sharing. have a great evening. do you think microsoft is a buy? >> i absolutely do. here's why. it's been a dog so far this year, but it's up 50% in the past year. so these stocks do take a rest when they move that much. same thing with goldman sachs, up 50%. the fact that it's traded sideways, i view it the same as microsoft. it's got room after it's rested. they've both rested. >> everyone keeps saying who's going to be the leader this next time around? it's still going to be energy, it's going to be tech and it's going to be financials. tech right now, everyone gets excited over. microsoft guys have bought it and are disappointed. now they're jumping back in the name. >> i agree with the fundamental longer-term story, but right now, i need to see something in those earnings that makes me believe that everyone who basically said we don't want it, everyone is going to pile back in. >> if heather is excited, i'm

excited. she nailed is this stock the last two quarters. about 10% off the highs. this stock has been unloved. joe is talking about rotation into quality. this is that name. i think the expectations for this number are not as high as they have been. >> okay, well, let's -- you've got a fundamental view there on microsoft. what if we're wrong and the stock goes down or even sideways. it's not a problem for options traders. our "options action" section now. how would you play that then from an option standpoint? >> you heard heather say a $38 price target over 12 months. i'm looking at an option strategy. it takes advantage of an upside, but not a huge upside move. it heads into an earnings play. the july 32 call, okay? you can go ahead and sell that for 60 cents. take in some premium right now. now a lot of great things can happen by doing that.

the stock can move sideways and the calls go out worth less. two the stock goes up a little higher and they still go called higher. and three, you get call aid way on -- called away at 32. >> but if the stock goes below 29.30, i've got a problem, right? >> yes, you do. and there is risk. you are long microsoft stock. i'm long the stock, but you have to be comfortable owning the stock. if the market tanks, if technology turns down, you're at risk being long. you have to watch this. it's a great bullish case here. >> what i would do is go to the january 2011 calls, the 30 calls, buy those for $2.50. sell out the 30 calls. you can do that for less than a buck and then you've got a 4 to 1 risk reward. >> brian, thank you very much for your time. >> that's a good trade. that's a good trade. the doctor.

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welcome back to "fast money." pep boys swung to a profit after working hard for four years to do so. the stock has tripled the return of the s&p this year, though it was up slightly as a result of the earnings coming through. here to set the record straight, the ceo of pep boys, mike o'del joins us. good evening to you. it's obviously been a long, hard fight to get back into the black. and you've successfully done that. but in an environment we see the american consumer is back and they're being really tempted to buy new cars, are you going to find it tough going forward? >> we do service as well as commercial customers and do-it-yourselfers. and a fifth of our business is accessories. and a driver of our accessory business is people driving cars. whether they buy it new or used,

the first thing they want to do is make it their own. >> it's tim. thank you for joining us. you may be the opportunity where people were penny pinching and go into your stores, but the reality, the car sector, aside from a boom, many people are very skeptical that people are buying cars en masse in this country. are you looking outside of this country. is this a place you can grow? >> we are way underpenetrated. this is a fragmented market, particularly when you get to service. there's plenty of opportunity for us to improve our density. and quite frankly, what we look as our number one driver is miling driven. the more people drive, the more oil changes they need, the more they wear out their tires and their brakes. whether they choose to do it themselves and haor have us do miles driven is the biggest factor. >> so a bigger concern for you is oil going higher. >> gas prices going up can

temper how much people drive, so that is a risk, yes. >> congratulations on getting back into the black. have a good evening. thank you very much. what do you think about that? the most interesting thing we established earlier on is the high price of oil hasn't stopped the american consumer. >> not at all. >> but it has stopped the american consumer from driving. i think between carbon footprint consciousness and the reality that oil prices will probably stay high, people are looking for alternative means. they're not traveling as far and that's a trend that's actually just begun. >> time for pops and drops. and let's kick off with a drop for shaw group, down on the section as you can see. 1.6%. tim? >> again, this to me is more a question where we're going with markets and stocks that look like the exhaustion is there. shaw group is right in that camp. >> another drop for forest labs, down 14%. >> the only thing worst than having a drug that's not

effective is having a drug that kills people. fortunately this drug didn't kill people, but the panel said not effective. >> a pop for dolan media, up 5%. what do you think of that one? >> you're going to help me with this one. if i told you there's a stock out there like dolan media that the 52-week high is last may, can't make a 52-week high since today and it opened up high and closed on the low is that a stock you want to earn? i certainly don't. >> nokia. >> tim, my man pete and john love it. i think it's posed to break out from this level. i think the stock longer term is a buy. >> bed, bath and beyond, up 4% today. patty, are you a buyer? >> you know, i think you've got to be. they just had blowout earnings. the consumer hasn't been spending on their homes for the past three years. they're back, at least spending a little bit. >> aluminum core of china also

did well today. >> this is a stock that as it ballooned up earlier part of the year looks good. >> yahoo had a very good day today. john? >> as i was saying on "closing bell" today, yahoo is benefitting from google leaving china. and yahoo is gaining market share of the search. >> baidu has got to be the play. >> baidu is the play, but you can't buy nem direthem directly. but yahoo is undervalued. >> international game tag, up 3%. >> we talked about this in the "a" block. use 17.80 as your out. >> more "fast money" coming up after this.

welcome back to "fast money" live. forget about apple and goldman. tonight, we have something special. we're covering "under the radar." names you need to know about if you want to try to make some money. heather cramer is the author of "ahead of the curve."

you want revenue growth, you want catalysts, where will you take us? >> well, i really see that we're going to have a big pumback in the market. i want revenue growth, revenue momentum, and some kind of catalyst that's going to make earnings sustainable. evercor partner, evr. they're ranked number one in mergers and acquisition. we've been talking today about merger and acquisition. plus, their growing asset management. i like valuation. we're going to see it compete against lizzard. >> how much could we make on that? >> easily go to $040 a share. >> this is not dependent on the market running. >> merger and acquisition and management is really come back. revenues was less than 5% for

asset management. they could go up to 30%. there we're going to see allocation. >> i agree with hilary. that's why i own the stock. i believe the asset management side of their business is the key, not just the advisory side, which is strong. that's why i own the stock, the growth of the asset management side. >> give me another trade, if you would. goi, geoi. this is a satellite imaging company. i've been looking at stocks far long time. i love the defense plays in national security, anti-terrorism. geoy, the it can see a post taj stamp in a cave in afghanistan. i love the revenue growth quarter over quarter. great management. >> it's very interesting story. i love the fact that their business is global. but this is koound kind ind of coaster. it was up 15% in march, down 15% in december.

this seems like a stock that's not for the faint of heart. >> this is a great entry point for geoy. there was a glitch in their satellite and the stock got sold off. once we see some maybe takeover stock talk from the big defense companies. it's nothing to pay $600 million if you're a $50 billion defense contractor. i think we're going to see this is the opportune time. >> thank you for the tips. anthony is back after dumped on walmart earlier in the program. he's now positive on an american icon. you know the rules. time for the pitch. 30 seconds, one stock, one trader to make the case or the dial tone. off you go. >> 10-10-70. just remember those numbers. walmart has $10 billion in free net cash flow. they have $10 billion of net cash on their balance sheet and 70% of their sales are off the coast of the united states. this is a wonderful brand franchise. tech is moving up. and it's an apple derivative play.

>> i think you may have misspoke. it's intel. >> i meant to say intel. i'm sorry, i meant to say intel. it's intel, 10-10-70. it's almost like one of those old phone cards. 10-10-70. this stock is going a lot higher. >> tim, do you like the idea? >> i actually do. i love where anthony is going with it. the revenues are very highly sensitive to what's going on in asia and india. these guys are cutting edge. and i think this is the time to spend. >> i think anthony is on to something with this one. >> i agree with anthony. wall plamart is going higher. >> throwing me under a mat there pop ud me at apple. all you have to do is say apple. i think these products apple is selling, the ipads and then the min ipad in the future or the lilly pad. >> you may be a min ipadmini pa.

>> i'm a big pad guy. >> are you buying anthony's intel pitch? a, no thanks, dial tone. or yes, i'm buying. log on to fastmoney.cnbc.com to vote. 30 seconds selling you on the gold etf gld. bravo dennis on that one.

when is a 100% rally not a public? perhaps when the country behind the decline is india. u.s. investors have been sending money into dubai like mad. posting a population of 1.2

billion, a booming middle class and a growing outsourcing industry in bang lor. even treasury secretary geithner sees the potential. >> this relationship offers very promising growth opportunities for american firms just as it does for indian firms. >> but there are a few problems. inflation is on the rise. and on a valuation basis, only china is more expensive among the brics. and when a stock market of a nation is this large, doubling in just a couple of months, some are saying look out below. >> the chief investment strategist at wisdom tree with $800 million under management. good evening. do you think india is a bubble? >> no, i don't, simon. >> india sup 100% last year, but it's down 50% the previous year. so the last two years it's actually flat. i don't think valuation is an issue. >> do i want to own the consumer.

do i want to own the industrial side. india is underpenetrated. when you look at how low the penetration is in banking. >> i think you want to get as close to the consumer as you can. i think the best thing to do in india is own the equity market. >> you trade the globe for cnbc. what would your trades be for india? >> i do want to buy the people buying their first car. tata motor has improved dramatically. the other places i want to go is go to strength. outsourcing, software. infy, one of the best companies in the world. a company that's actually earnings growth is exceeding valuation at this point. buy technology, buy the consumer.

>> if we get worried about interest rates, these markets get disproportionately hit, don't they? >> i actually believe inflation is their problem right now. i think india can continue to decouple. i believe that actually works. the crisis is an extraordinary event and everything suffered. now these economies have clearly stepped away. >> "final trade" right after the break. ♪ well, look who's here. it's ellen. hey, mayor white. how you doing?

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. >> let's goaround the horn. >> vodafone. a great global name. a name i know simon knows. >> what's your trade? >> j. crew. you've got to go with the guys who have been growing the revenue throughout this downturn and have furtherer to go. nicky drexler is a genius. >> the conversation about india thinking. what is india doing? they're buying gold. >> i' been adding to my citigroup on the way down. now it looks like they're not out of the woods. but the momentum is to the upside. >> marine special ops five.

we feed them a lot of chicken. so tyson chicken, tsn. >> "mad money" is next.