supports at $10. it's about $10.60 now. buy it. >> ford motor, dan, thank you very much. that will do it for "power lunch," sue. >> all right. "street signs" begins right now. dow jones industrial average still up triple digits. we'll see you tomorrow. all right. welcome everybody. i am brian sullivan. this is a very special edition of "street signs." mandy is taking a very well-deserved day off. but today something special. we are going around the world in 60 stocks. we're going to give you 60 names in 60 minutes and maybe a bonus round. i've got what i'm calling the honey badger stock, the name that just doesn't give a -- and it's the perfect day to do it because we've got ourselves a rally. the bulls charging back. this after china cuts rates for the first time since 2008. markets having their best two-day stretch of this year. so we are setting off on a trip around the world to find you opportunity. and we're doing some of the homework for you. but before we start the stock count clock, let's get a status

update on the markets outside of america. let's go around the world. we are seeing a turnaround. china stimulus, china up 4% year-to-date. even germany in the beleaguered eurozone, they're doing well year-to-date. who's not doing well? more on this country in just a bit, brazil down 4.5%. and the uk, they're down over 2% as they head up toward the olympi olympics. just ending the diamond jubilee didn't turn their markets around. let us get now to courtney reagan to take us inside today's market headlines. >> thanks, brian. it's been a very positive day for stocks. the dow could be on the verge of a statistical milestone. it's trying for its first back-to-back triple digit gains in seven months. all three of the major averages, the dow, the s&p and the nasdaq, are on track for their biggest weekly gains of this year. now, the nasdaq has the best weekly advance of the three. about 4%, which would be its best since the week ending december 2nd. it's been a while, brian. >> it certainly has.

courtney, thank you very much. and now to begin and to borrow bud light's current slogan, here we go. let's get to the stocks and find you ways to make money in this rally and in this market. in the upper right hand corner of your screen our stock counter taking us up to 60. in the event we just blow right through that, right, over deliver, we're going to have a bonus round. let's get now to some of the big money bets and begin with kim forest, vice president and senior analyst at fort pitt capital group, and mark travis, president and lead portfolio manager at intrepid capital management. ladies first as all. kim, you like intel, tell us why. >> well, we like intel because we're looking towards the future where we think intel will be in more mobile devices than they are right now, which is not saying much. but we really think that the power that the company provides, the computing power is going to be needed in those mobile devices. >> what about a pc slowdown? some concern about how that could hurt intel. >> well, i think that's priced into the stock at this point. i think there will probably be a

bit of a pc slowdown, but servers are still strong. and that's a big margin item for them. so we're going to ride through this rough patch with them. but we invest for three to five years in the future. and that's why we're buying intel today for. >> all right. mark, bank of new york mellon, interesting name trading on a single dinlt basis, forward and trailing p/e. book value looks better than some of its peers, but it's had some negative headlines. why bank of new york mellon? >> it's named a bank, but it's really in my view an asset manager/custodian where they earn recuring fees. real high tier one equity as a percentage around 13%. book value to me is about two-thirds of book value. you get a dividend well north of today's 10-year treasury. and at intrepid capital we're continually looking for a disconnect between price and value. i think this is one of those names. >> mark, i'm also going to stick with you on telephone and data

systems. not a name we talk about very often here. it's the primary owner of u.s. cellular. but it's heavily controlled by one insider. do they need to make management changes for you to love this stock more? >> you know, brian, i would have to admit i'm a long suffering shareholder and i wish the carlson family, wlo does control it through a different share class, was maybe a little better to the rest of us. but with 80% controlling interest of u.s. cellular, ticker usm, that valuation's worth about $2.6 billion, you can buy all of telephone and data services today for $2.2 and gives no value to their land line business or their internet services and what have you. >> you're basically buying the other company and getting tds core business for free. >> absolutely. >> kim, back to you. said i love it, got a fat dividend, say great, a lot of people agree because the stock is up about 14% year-to-date. but you still like it even with these gains. >> absolutely. because, again, we're a longer

term investor. the same rationale behind the intel pick, it's mobile. we think mobile is still going to have a lot of room to grow. and when the devices work really great -- when they work the best, they have data delivered to them. and so any of the big wireless and even wired companies benefit from that as well. but we love our data. we pay for it. that's why we like at&t. >> all right. mark, quickly, mantech. sounds like a bad '70s robot movie. a name we've heard a few times on this program. why do you still like it? it's not had a good year at all. >> well, again, we're always looking for a disconnect between price and value. as the prices drop, the value has increased because the valuation hasn't changed as much as the price has. but in the mid-20s, brian, we think it's worth probably in the mid-30s. again, controlled largely by the chairman, mr. petterson. but it's -- it provides us

security service is a cia, department of defense, that type of thing, with all the concerns over defense cuts, it worried. but 3% dividend, i'm going to sit and wait for the valuation boat before i sell it. >> and i believe it just won a $2.6 billion contract with the department of defense on monday. and, kim, last word to you. >> okay. >> comcast, aside from the spectacular management of this fine organization, what is it that you like about comcast? >> well, i think all of the telcos and comcast, even though they do produce this show, they are also a telecom provider. they've all been painted with a brush of being the dumb pipe. and we think that the dumb pipes get paid a whole lot of money. and we love that comcast does provide content as well. so that's a benefit also to shareholders. so that's why we really like it. we think that the future is in data. and you picked my data picks. and i guess somebody -- or you might believe that too, the data

is here to stay. >> kim and mark, thank you very much. kim, i particularly like your last pick. thank you very much. thank you comcast. >> what about the announcers, kim? >> underpaid. underpaid. another reason to buy comcast. i'm kidding. all right. comcast, thank you very much. majority owner of this network. thank you. all right. we are just getting started. six stocks down. 54 to go. up next, because you clicked, we're going to break down the most clicked stocks on cnbc.com. one of them is down 77% since peaking last july. and, later, cramer is bullish on america, the madman says leave the passport at home, buy american. he's got some all-american picks as we go around the states when "street signs" continues. [ male announcer ] we began with the rx. ♪ then we turned the page, creating the rx hybrid. ♪ now we've turned the page again

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welcome back to this special edition of "street signs." around the world in 60 stocks. our next three picks are because you clicked. we're talking about the top three most-clicked stocks on cnbc.com this year. first up, apple. it's chugging back after being bitten the last couple of months. the stock is up 42% year-to-date. but down 9% over the last two months. that marks a $57 billion loss in market cap. next up, bank of america. bank of america is up roughly 35% year-to-date, but it's dpot some room to run because remember the stock shed 58% during 2011. and then there's facebook. you really didn't think we were going to go through the hour and not mention that the social network has lost 30% from its

$38 opening price. you can see here mid-26 range now. brian. >> facebook and apple are on that list. courtney, thank you. let's stay now with the most-clicked stocks. three more names that you've been checking out on cnbc.com. citi group, year-to-date just up over about 2%. ge up about 6% year-to-date. and netflix, year-to-date down about 6%. so let's dig in a little more on each of these names. first up, citi group. joining us on the newsline, we've got rbc capital markets gerard cassidy. do you believe that some of the europe fears, the european banking crisis and the basel iii capital ratio concerns already priced into citi group already? >> we do. especially when you think of the basel iii capital returns. they'll easily meet the levels and we don't anticipate them having any problems reaching the basel iii capital levels. but the european problems

certainly are very volatile. but the news here for citi, all of the european operations are only 15% of their business. it's not a major part of their business. >> but just when we think we're getting comfortable we have something like the jpm whale trading loss. comes out of nowhere. boom, loses billions in market cap. how do we know there's not something like that sitting around citi? >> you're right. that's part of the risk. when we look at citi stock trades atd 44% book value. i think part of the reason is there's that potential risk. be very surprised. remember citi went through heck during the downturn. and i don't think they would have the direction to do something like that whereas jpmorgan felt more confident that they could do it and do it better. >> so you think that the bottom has been reached for citi group stock, bottom line? >> yes. bottom line it has. and as long as europe doesn't do a complete meltdown, i think citi group over the next two or three years could be one of the real big winners in the financial sector. >> still a big if, but we'll watch it. gerard, thank you very much for

joining us. >> you're welcome. >> next up is ge. minority owner of our parent company, nbc universal. here to talk about it an outperform rating on ge. stephen, welcome. >> good afternoon. >> your latest note focused more on ge capital. huge division inside of ge troubled for years. do you believe, kind of to my point to gerard on citi group, the worst is over for ge capital and thus ge? >> i think for ge it's even more obvious. you have a capital business which doesn't have any trading business. so a lot of the problems that have afflicted the large banks actually ge is speared from because they don't even participate in the activity, their issue is probably more exposure to europe and what's going on over in europe. but even then you're talking about out of a $600 billion asset portfolio $300 million of which is exposed to sovereign debt in portugal, italy, ireland, greece and spain. >> you know, i've had a lot of people talk about ge and they've

said i like to invest in the company, i like the industrial business. i want to play the recovery story. but i just don't understand the ge capital side of the business. some people say it's like a hedge fund that makes lightbulbs. should ge spin-off ge capital? >> it's funny. i think people really want to be able to shoe horn ge into a certain box. ge capital, remember, has a huge business in vertical financing. they're financing jet engines. they're in the business of turbines and renewables. it's not just a consumer financial business or commercial business. they really span a broad area of lending middle market. what they have that the others don't have is domain expertise in those particular areas. on the consumer side, they don't really in my view need to be in that business. over time they're a fantastic tax benefit. but i think over time what you'll see is the company moving towards shrinking ge capital as a part of their portfolio and

they will exit certain of those businesses. >> steven, thank you very much. >> thanks very much. >> and the 12th stock we've mentioned since the beginning of the hour, netflix. not exactly having a banner year. so far this month it's up about 4%. jason, senior analyst at oppenheimer joins us now. also an outperform on the stock. jason, we normally don't talk about governmental legislation when it comes to technology companies, right? maybe with regards to privacy and google, that's about it. in your latest note you talked about a bill that is going through congress that if approved could help netflix. please tie the two together. >> sure. so back when judge boric was nominated to the supreme court i believe it was in '88, a newspaper got hold of his video rental records and they published those in the newspaper to try to suggest a leading to the right or to the left. and a year later congress passed a law saying it was illegal to basically publish somebody's video rental records with a $2,500 fine.

given netflix is in the video rental business, technically. and they also have this streaming business, there are some concern that if they ultimately allow users to share their usage information or we'll call it social television, they ultimately could be violating this rule and it would be a lot of money. there's a bill in front of congress right now. it's already passed the house. we're waiting for a senate vote, which would effectively update the rules for distinguishing between streaming versus traditional video -- >> wow. sorry to jump in. it's kind of like a facebook. they'll know your viewing habits and be able to sell information. so if i'm watching "game of thrones" on netflix, i'm going to get e-mails for chain mail and sorts. >> right now you have music services such as spotify, which is a privately held company, who will ask you whether you want to share your music listening with your friends. and if you go on facebook and your friend spotify, you can see what your friends are listening to. there's interesting experiences you can derive from that.

ultimately we think netflix wants to do that with video and could be the first potential we'll call it social video company. >> quickly, last year the company got a lot of heat in the media. lost a lot of subscribers because of the price increase and the plan spin-off. it killed the spin-off. but any indication the price increased has worked its way through and that subscriber losses are over? >> the company is guiding to 7 million net ads for the year would basically put it back on track from that ugly episode last year. right now the street doesn't believe it. if you take out the international losses, the stock is trading at about 11 or 12 times earnings. and it's a growing business. so right now the street doesn't believe the 7 million guidance as reflected in that multiple. and that's why we're recommending the stock. ultimately even if the number is six, six and a half tharks is too cheap for this type of growth. >> jason, thank you very much. appreciate it. >> sure. >> 17 minutes into the show. only 12 stocks down. we're going to have to pick it up. coming up, herb delivering a double disaster.

and here's a little shocker, he's got some sunshine for us as well. and a report card on the most buzzed about ipos over the last year. some good, some bad. any of them worth buying today? and later on, the emerging markets coming off their worst may since 1998, but are there deals to be had around the world? we're going to dig deep to find opportunities and go beyond the brics. "street signs" around the world in 60 stocks returns after this.

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all right. a dozen stocks down. 48 to go. our next batch of stocks takes us around the ipo world to find out how last year's most buzzed about ipos are fairing this year. believe it or not, there were 125 initial public offerings last year. so let us start with the top performers and focus on companies that have real market caps. micros doing better. these are real companies. gnc up 123% since its ipo last april. that has been on a tear. linkedin, right, so far the possible password security breech has not had an impact on that name. the stock up 104% since the ipo. michael coarse, good year for the designer.

up 95% since its ipo. housing market has been good news for zilo, up 61% since its ipo. in fact, it's actually the best performing stock so far of our race to 60 names. zillow has been rocking. to the top of the heap to the ipo scrap heap. the worst performing recent ipos and the very worst performers all the way down here. that is friend finder. they were a social network for adults. they help you get really social. stock is down 88% since its ipo last may. renren which herb calls the facebook of china has not found a lot of friends. it's down 68% since its ipo. zip car, flat tire there. 48.5% since the ipo. free scale semiconductor down 46%. and we cannot leave out groupon.

it is down 47% since its november ipo. all right. ten more stocks down. and we are racing to 60. we're about halfway there. not quite. but herb is here. and he's got to deliver one -- no, two disasters du jour and maybe a little ray of sunshine as well. herb, your two names completely different companies, similar stock tickers though. who's your first? >> diamond foods, obviously. we call disaster du jour. i think it's disaster du year. a little pop after a big fall when oak tree investments came in to take about $225 million stake in the company until people saw what the value of what that deal was, it didn't look so good. and monday the big day for diamond because the company must file its 10q to remain in compliance with the nasdaq listing. whether they do or they don't, what the stock does if they do or don't will be interesting because those are the numbers people want to see. and demand media. >> this is a name that people

argue over, online especially. some say the business totally whatever. other people love the company. >> they own a bunch of websites. >> this is a battleground stock. >> live strong. talk about ipos, this one from its ipo down, but the stock's come back. i look at the stock coming back because it's beaten what people expected obviously. but i look what's going on there. wall street is excited because of the beats, but the revenue growth continues to slow here. remember, they pay people like me very little to write for them, if i wanted to write for them, and they try to get -- they've run into the issue with the google alga rhythm. >> how to do stuff, right? >> anything, yes, okay. >> i like -- >> i don't know. people say they like the look. some people like it. some don't. >> i like it. listen. take me for a ride in your camaro later on. >> that's my concern about this. >> all right. sunshine stock. we know you love starbucks. so of course you had to jam it in our faces yet again. >> what a wonderfully run

company. they came out with the decision to put -- to buy the bakery company. that's fwoing to be something that will pay off in so many years. and today there's news right now that starbucks says they're going to start selling these k-cups starting next week. this is interesting because the company said yesterday -- green mountain said yesterday it was going to be in the fall. i want to point something out, this is totally expected. not new news. the timing has been a moving target. and don't forget, starbucks soon going to have its own single serve brewer and coffee in its own store. something to keep an eye out for. >> very well. i knew you'd get starbucks into the show some time. thank you very much. all right. time now to take a quick break from our trip and get flashed by brian shactman. >> a good pg flash, i promise you. goodyear tire up almost 5% on the day. they bought out joint venture in japan for big construction tires. their business obviously bullish. the intraday looks good, but still year-to-date down about

25%. sully, back to you. >> brian, thank you very much. well, as a hot new deal or so the song says, we're doing work. and up next, herb will be back to talk about the stocks he loves to hate. and cramer is bullish on america. he'll be here. and later on we tasked two traders with finding stocks you should avoid like the plague. you will not believe some of the bold calls they are saying you want to avoid at all costs. "street signs" counting the names up, counting you down to 3:00. we're back right after this. so why exactly should that be of any interest to you? well, in that time there've been some good days. and some difficult ones. but, through it all, we've persevered, supporting some of the biggest ideas in modern history. like the transatlantic cable that connected continents. and the panama canal that made our world a smaller place. we supported the marshall plan

that helped europe regain its strength. and pioneered the atm, so you can get cash when you want it. it's been our privilege to back ideas like these, and the leaders behind them. so why should our anniversary matter to you? because for 200 years, we've been helping people and their ideas move from ambition to achievement. and the next great idea could be yours. ♪

it is stock talk time. whip through a few more names on the move right now. joined again by herb. i know you want to comment on this one. tempur-pedic, we're following yesterday's disaster. we had at least four firms, might have been more, that's the number i counted, you've also got stern ag cutting price target from $89 to $30 but

saying the selloff overdone. really? $89 to $30? >> the stock is $21. so the reality here is this stock continues to fall today. if it gets down into the mid-teens, do we start seeing this in the teens as a private equity deal as all betting companies tend to be at some point in their life. >> that's right. >> at a lower price. >> all right. stock two, lululemon. first quarter profit was pretty good. sales above estimates, but full year guidance came in below current expectations. same store sales for the low double digits. another retailer would be happy to have that problem, low double digit same store comps. >> yeah. and i listened to jim this morning talking about how he thought this was another quarter of lowballing. but when i looked at the charts and -- >> jim always thinks there's sandbagging. >> he always thinks that. but i saw sales margins up, gross margins down.

and i see earnings growth down. those dynamics would make me start to wonder, you know, what's going on there? >> all right. downward dog, right? >> you got it. >> stock three, it could have been our disaster du jour, maybe should have been our disaster du jour, but i jumped herb and stole it from him. molina health care withdrew guidance blaming uncertainty in texas. barclays saying there could be a nearly dollar share impact from their problems. not confident the issues will be fixed. that stock's down 29%. more confusion around the health care scenario. stock number four starts our double tuesday -- thursday as i'm calling it. ruby tuesday, the founder chairman and ceo stepping down. a search process underway. that stock down nearly 30% over the past year. up slightly today. speaking of stocks that rise when ceos go. >> this is a bizarre story. >> california-based stock five,

tuesday morning the ceo mason "relieved of her duties" the company did not give reason. they cut guidance. i have no idea why the stock is up. it's up 3.5%. ceo relieved of duties, what does that tell you, someone relieved of duties and don't tell you why? >> basically means she was fired for something they don't want to tell you about. they're looking for seats on the board. stock's held up well over the past year. double tuesday thursday here on "street signs." 31 stocks down. we are more than halfway to our goal. time to kick it in high gear and go around the world literally to see what stocks are moving abroad. all ends covered from sidney to london to ulan batur. maybe not the last one. but here's what's happening overseas. >> bullish on one of the world's top miners continues to bet big on energy in the u.s., but also

closely tie today commodity demand, as a result china's growth. a fraction supplier plastic kettles have gone up market and so are sales in the u.s. and news corp. might be struggling with phone hacking scandal but more investors interested in the buyback and the future of the simpsons. >> htc slashes q-2 revenue targets amid weakness in europe another patent against apple over copyrights on 29 phones. probe that loans intended for property construction were used to cover gambling losses. who's the culprit? mum's the word. and olympus gets more than $600 million from panasonic to recover from a fraud scandal and get back on its feet. >> i'm becky in london. vodafone shares sharing a network. nokia has plans to stage a

comeback to the smartphone market. releasing three full touch screen hand sets hoping to gain bigger share in the emerging markets. also the drinks giant to invest over $1.5 billion in scotch whiskey production over the next five years. >> great way to end on the scotch whiskey production. let's go on a tour of the best emerging and frontier stocks for your portfolio. joining us, tim seymour, founding of emerging money.com. and david reed el, president of the reidel research group. interesting name, i think tim has called it the costco of latin america. priced smart a san diego company doing business all outside the u.s. why do you like them? they're down 3% year-to-date. >> but they're great. look at the longer term chart. absolute on a tear for the last few years. they just reported this morning 16% same store sales year-to-date. this is absolutely the costco of central america and the caribbean.

great consumer play here. >> the valuation, this stock compared to its peers not cheap at all. >> that's okay. i'll take that valuation on a well-run company with great corporate governance that gives exposure to a demographic you don't get exposure too frequently. >> i want to focus on etf. i want to look at turkey. >> okay. >> i've heard you on "trading the globe" another very fine program by the way. loving turkey. why? >> the european contagion is an obvious part of this trade. you have to be careful. and turkey is traded in sympathy. nobody benefits more than turkey from the falling commodity prices around the emerging world and certainly around the world. turkey has a current account deficit problem way overstated has a consumer culture insulated in a world where you have people very concerned about china's impact and europe's impact on the rest of the emerging world. you have the xu 100, the turkish index trading around eight times earnings.

the turkish leer making this more competitive. 80 million population, most of that or majority is under the age of 25. this is one of the best demographic stories in emerging. >> very lovely demographic story. david, i'm going to take um bridge with your next pick. awz. now go to brazil. the ishares etf. even if you believe in the ishares story, almost two companies, via the miner and petrobas. >> you want to buy the rest of brazil when you're buying brazil. i'll take the big banks, those things have been whacked in the last four or five weeks. i think this is a time to get long and positive on br zil going forward. >> tim, let's go to russia. down 15% with the rest of the russian market, which has been absolutely lazy. why do you think it's going to be the standout here in what's been an awful market?

>> it's been an awful time. let's caveat this with big risk, big reward. this is a stock trading at five and a half time earnings. a stock typically ten or 11 times. one of the largest telecom companies in the world, they're having difficulty digesting some of that. the bigger part of this story has been a shareholder fight which has been keeping the share price down. ultimately this will ride through. this is what you have to oversee. this is a 12-month story and a fantastic defensive story for people to think russia's only commodity play, this is an interesting shot. >> it's not a kid's college fund stock. >> absolutely not. if you want the kid's college stock in russia, it's nbt, brother in the same sector. to me the conservative cellular play. 6% div yield. 6.5 times earnings. i would look at that as well. >> stay on that theme. moeblg, we heard kim forest talk about it, you talked about it. david, china mobile, biggest mobile company in the world.

billions in cash on the balance sheet, but they're slowing down. >> that's okay. they're going to slow down and harvest cash off that great network. largest cellular operator in the world. $50 billion of cash on the balance sheet. a 4% dividend yield. it's a great company. >> tim and david, tim, guys, thank you very much. appreciate it. tim, see you on "trading the globe" soon. >> all right. >> get another market flash and maybe another name from brian shactman. >> trying to contribute to the team here. pall, it was an eps miss. some exposure to pharma, volume is huge, four times their average volume. the big reason here their exposure to europe. so if you're looking for companies that are more domestically focused, this is not one of them and they're getting hit because of it. >> you took us to 47, brian shactman, thank you very much. coming up, herb's greatest hits, or should we say misses? stocks he's been warning you about. and as we continue around the world in 60 stocks, we are going

to leave you with a little riddle. what do those names, zynga, jpm, dell, caterpillar have in common? not much except what we're going to talk about coming up when "street signs" returns.

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welcome back to a special edition of "street signs." i'm brian shactman. we're cranking through 60 stocks in 60 minutes. look at trip advisor, it's the number one stock in the s&p 500 this year. but it's not participating in the rally today. it's down about 2% plus. don't forget, it's had a great run since it spun off from expedia, which we will chime in also on our 60 list because it's down as well today on a big rally for the markets. expedia down .3%. brian, back to you. >> took us 47 and gave us the extra point. >> thanks very much. >> i don't think your patriots will hit 48 this year. now it's getting personal. call it herb's wall of shame, everybody. folks watching "street signs"

every day will certainly recognize these names. let's go through them. you're not -- people think you're picking on companies. you're like get off that company. you just see things that trouble you. >> there are always things that trouble me. yes, i do. take a company like green mountain. we've known there have been a lot of issues there. the company was at a piper jaffry conference yesterday talking to investors. and, you know, this is a company where the business model appears challenged. what i really have to point out here is the ceo started talking about stuff other than coffee, like using the keurig machine as a pharmaceutical dosing device. >> what? >> a pharmaceutical dosing device. >> i don't comprehend the statement. >> when you don't comprehend that statement -- as i tweeted out i use mine to mix paint. >> that's not good. on twitter slamming the company saying he should leave the company, already stepped down as chairman.

not communicating effectively what the company's all about. >> dan's a pretty smart young guy. let's talk about nuance. i don't consider nuance on the wall of shame, but a stock i've been watching for years. a company built on acquisitions. remember, it's voice recognition, but i believe voice is ultimately going to be -- i say commodity, it's a utility. it will be interesting to see how this plays out. i always say when i talk about nuance, what will happen when and if the acquisitions ever stop. >> vera bradley, it's a store. >> it's the handbags. a company came public last year. sales and earnings growth has really been, i say wilting because the purses have flowers on them. the organic growth -- >> how do you know? >> i looked at the website. the organic growth has been under pressure and the profitable indirect channel this company has relied on is really maturing. pay attention to that. and finally. >> yeah, but, herb -- >> don't pronounce the h.

>> herb-alife. >> a company hit my radar in a very significant way. the big issue is how much product in this direct selling company is really sold to customers outside of the -- >> it was killed a couple weeks ago. >> he only asked a few questions. >> but he did and people freaked out. >> subsequent to that the company -- i've raised some questions about the company here related to its research and development. the company invited me out there. promised me interviews. i'm here to tell you, if you were wondering, all of those invitations have been officially rescinded. >> what? >> rescinded for now. >> again, that was one of the ones where i heard you, but it was like i didn't comprehend the statement. again, deja vu all over again. they rescinded the invitation to you? the nicest guy on the planet. >> we've been going back and forth in a variety of things and finally i said no mas. maybe some time down the road. >> i understand herbalife came out and said basically einhorn -- they almost said dumb questions. you know, investors in that company ask, they sort of slide

at einhorn, but the stock has not come back to anywhere near where it was pre-einhorn. tell me something. >> in all the research i've done on this, the question of the end customer when it comes to prior lawsuits on this, federal trade commission activity on this, that is the most relevant question. it should not be dismissed. i will continue watching this one. >> herb. >> herb. >> herb, thanks. sticking with herb's doom and gloom theme. not every stock is a buy, right? some sell, some short if you don't own them but can find on a borrow. let's get a look at what your next guest says are stay away stocks. josh brown and jeff kilburg joining us with the names they think may be stinkers here. speaking of stinkers, josh, you know i'm going to bring up rim. not yet. i'm going to let it fester like a sore for the remainder of this interview. >> i got time. >> all right. zynga, why is this a bad name? >> i have no idea why this is a $5 billion market cap. even since it's been cut in more

than half where it traded when it first came out. the problem with broken momentum stocks like zynga is once the magic spell wears off and people value them based on fundamentals, if the fundamentals aren't great, they remain broken. it's deceptively cheap. everyone's always talking about it. but even at 6 and change it's not a great business. >> jeff, dell. we know the woes of pc sales. call it what you want, the tablet effect, whatever. why do you believe dell is still over priced? >> sully, just like josh was saying. they lost nearly $5 billion market cap just in the last earnings down 17%. and right now, think about it. when is the last time you saw a dell commercial? you don't see them anymore. they need to execute harder transition to be a full service provider for the enterprise solutions. right now they're struggling. and they're hanging their head on this windows 8 tablet. but that's months away, sully. >> i'm going to bring up josh sort of the zynga effect for you. i want to do two at one time

because they're related in a way. the social media etf and gsv capital corporation. >> same problem. >> are you just a disbeliever in the entire social media thing, as a moneymaker? obviously you're active on twitter, but as a money making opportunity? >> you know, it's not that you can't make money in social. it's that you can't in the public markets. that's a key distinction. if you're a venture guy and you're putting money into these companies very early, you do well. the problem is -- and this might have been cured now by face book, but these things come public and there are so few of them, they get this kind of scarcity and excitement premium where people are willing to pay 50 times this and 30 times that. and at the end of the day that can't last unless these companies are rapidly growing. so look at the portfolio of gsvc, at least what they've disclosed therein. look at social, which is the etf. that's the social -- socl is the

social media stock etf. it's very faddish. there's not a lot of traction here. there's no reason why i want to own a collection of them especially given the fact that social to some extent zero sum. so half the portfolio battling the other portfolio for the same users. i don't like anything about these stories and i wouldn't touch them. >> all right, jeff, monsanto. low tech name but one of your beefs is with management. what has you all fired up and think the stock is over valued? >> i am fired up here in chicago. i've seen a lot of missteps over the years. but i think more important the sensitivity with china with the interest rate cut out of china today that could be a tell if there are more problems, slower growth coming out of china and monsanto will feel the effects of that, sully. >> i'm going to go back to josh -- i'm making an executive order here. i'm not going to count rim in our 60 stocks. i got burned on this name, josh -- no money anyway, i had

to take herb to dinner. which is priceless, right, as the commercial says. you picked it in our nfl stock draft. >> i something is going to give on this name, isn't it? >> sully, you look pretty athletic. you've played football. >> poorly. >> back in the day. >> this is a hail mary for a contest. i'm not throwing in the towel yet. as far as owning it it in real life, it's not the kind of thing i'm interested in. earnings growth is decelerating. with something like r.i.m.m., i looked at it like a big -- >> some say it could be worth more than the company cap is. who knows? >> it's possible. >> just a little jab now and then because we like you, josh. josh and jeff. >> thank you. where are we at now?

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jim cramer, come on, it doesn't work. >> there's nothing i can do. >> you've been telling everybody to stay away from europe, stick with europe stocks. >> i have to. >> let's go through the jim cramer all-american -- well, with a caveat, eaton portfolio but that's not who you're starting with. >> i've got to start with clorox. what did clorox do wrong that is now right? turns out that the company cans are getting a higher multiple now and that's clorox. >> washington-based state realtor, issaquah, i think i'm pronouncing that right, costco. >> carl quintanilla did a

profile of these guys which shows that the culture is not just jim, the retired ceo. this remains, i think, the most exciting place to shop in america and people like excitement but make all of their money on the card and they raise prices and nobody blinked. now many companies can raise price and no one cares? >> devoted fan base. by the way, i've got to jump in. we just hit 60. we did. let's get to a couple more. >> let's do it. >> we have more time. the next company, formerly cleveland-based, they moved to ireland? >> they are still in cleveland but they also opened in ireland. eaton, around the world in 60 to eaton because they did relocate their headquarters. this acquisition that they are -- cooper, it's brilliant. no one cares. one day they will. >> apple trading at still 12 times earnings? >> you know, there's a big debate on twitter about zynga

and not buying coins and who would buy more -- kids are willing to pay nothing and click on nothing and look at nothing but they will pay apple anything. listen, when i watch tv with my kids or play music, we haven't done apple in the last hour. let's pay apple something. >> stick around for after the break. i want you to comment on my honey badger stock. domino's pizza. patrick doyle, president and ceo of domino's pizza. i know you still like that company. >> the stock has been hit. >> yep. after the break i'll name my honey badger stock and jim will comment. it doesn't give up. it moves about freely. loose skin. we're back after this. er this. we have product x and we have product y. we are going to start with product x. the only thing i'll let you know is that it is an, affordable product. oh, i like that. let's move on to product y,

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all right. going to leave you with one last stock named after that cute guy right there. the honey badger stock does not give up. and the honey badger stock and stupid bird. sears holdings and a lot of headlines, people slamming the company. >> stop slamming. the numbers aren't that bad. this is