welcome back. welcome back. take a look at the day on wall street. down for the day but off the lowest. dow industrials down five points. s&p 500 gave up about seven. observation returns tomorrow. have a great night, everybody. see you then. that will do it for "closing bell." "fast money" begins right now. live from the nasdaq market site in new york city's times square i'm melissa lee. trash to treasure. will defense continue to be your best offense in the second quarter or should you start digging in the trash for winners? jpmorgan's tom lee joins with us his top picks. >> social climbing. linkedin has further to run. april fool's trades. don't be the punchline of a bad joke. the stock which may soon crash

land. first, will investors go on the defense and drive the stock markets higher? pete, given the list of all-time highs, looks like people are still going to the high-quality names. >> they are going at about every sector out there. if you look at the broad base of this rally, you're looking at industrials, financials, the chip stocks. you have had participation up 10% almost across the board about every sector we are looking at. the utility sector on fire. energy included. you are getting that great broad paicipipation. if you look at the volatility index we've been trading with over the last couple of weeks, it has been a magnet towards that 1350 area, which is the 50-day moving average of the volatility. people aren't necessarily in fear of anything as far as the market getting the rug pulled out at any kind of regard at this point this time. when you look at the markets, people have confidence. although they are taking some off the table and rolling it into options. >> they are not going to technology. they are going to health care.

>> unless you look at google, apple, amazon. names we've been in that we all talked about. those names are pulling back first. >> karen, what do you make of the second quarter? >> it's still always value-oriented. there are some financials i'd like to have. bank of america closer to 12. i would probably buy more bank america there. i want to stay in financials. then realogy is a name i like. >> bank of america is closer to $12. i'm long higher. >> that's irrelevant. >> does it make you feel as if the market is breaking down? that the financials aren't going to lead any more? that the market is due for that correction and the financials are the canary in the coal mine? >> i don't know. i feel like the financials have pulled back already the last month or so. bank america, i don't know, was close to $13 and jpmorgan also, $50. lower than that now. citibank also, high $40s.

i'm ready to reload there. >> hi. >> what's your top trade here going into the new beginning of a second quarter? >> love new beginnings. we are going to have a guest on later that will say what i'm saying. that is a tease in televisionland. i think gold is the second quarter trade. i think to steve's point, if things aren't going to pull back, goldwyns. gld second quarter trade for me. >> are you bearish on the markets? >> yes. look at you putting words in my mouth. >> that's the extrapolation. >> i'm not brian kelly, but yes. >> zipped it up, not yet. >> not yet. yet is the operative word. >> it's a fail point. the xlus, i got out of them. the risk entree was everything as pete said earlier kicking off the show. they bought everything. i think the money is going to start to turn back into the xlus, dividend chase again. >> energy space.

utility name. when you look across the energy space, all we see consistently hitting in the options world, it's been everything from the integrat integrateds, the refiners, participation across the energy sector. there have been pullbacks. those are the opportunity for people who missed it looking for that 10%. they don't have to be afraid. i feel the energy space has more room to the up side. >> as the bull keeps running, is it time to buy some of the names left behind? let's bring in tom lee, chief u.s. equity strategist at jpmorgan. he's been bullish, but recently cautious for the short term. are we going to get that long talk-talked about pullback every strategist says we are going to have? >> it is a consensus call. that's what concerns us. when we speak to clients, they are waiting for a pullback. we hear other strategists are. data needs to weaken. if it doesn't weaken meaningfully, we have to give up

on the idea there is a deeper pullback coming. >> the jobs report will be a key? >> if it comes in weak and the market takes it in stride, it tells us the market is looking through the wiggle and looking at the longer term and maybe there isn't a correction. >> you're looking to laggards to be the new leader. why not leaders to leaders? s it seems like day in and day out we are seeing the same leadership in the markets, the staples names. no matter how many times you can say they are trading richly compared to themselves, they keep going higher. >> that's right. it's a good question. it comes down to performance dispersi dispersion. the worst stocks were down 15%, the best stocks up 19%. if i had to think about why that could happen today, if the u.s. data is strengthening, people will start to be more comfortable owning the cyclicals

rather than defensives. that leads that reversion trade. >> part of this is liking cliffs. your colleague came out today. essentially called a couple of other analysts on the street completely wrong because they were bearish this name a week, week and a half ago. he said they are wrong and this is a buy. >> that's right. mike's argument is the analysis that was done last week overlooks the supply, overstates the supply coming. that makes sense to us. he's saying you like stable pricing, there are other reasons to like cliffs. as a valuation story we like it. he's almost 100% upside. >> grasso, this is a name you never liked before. >> i have liked it based on iron ore prices. when you've seen iron ore cliffs peak, this is a lag indicator. if you're bullish on that, are you bullish on the coal space? a chunk of their revenues is

coal. >> i think selectively in coal. coal is an int intting group. it's a group left for dead. some of the names have been decent performers in there. >> it would be thermal coal? would you buy a btu or metallurgic coal? >> you have to talk to john. >> more broadly, is this a call on materials in general and energy in general? as they were laggards the first quarter would they be leadership in the second quarter? >> that's right. if we were thinking about a global economy strengthening, u.s. momentum picking up, we want to buy materials. they did so terribly in q-1. >> these are two laggards you like. apple had a terrible day today. we'll get into that later on in the show. closed on the lows of the session. it just can't get out of its own way. >> it's groundhog day. every day it's down a couple of points. we need to have catalysts emerge

and it will be some of the product refreshes. part of this is we are still seeing distributions. see think some of that distribution is finished. >> tom, thanks for stopping by. >> thanks for having me. >> back to headquarters. breaking news on dell. >> we have a letter from michael dell to all dell employees. the message made available today. you can see dell trying to rally the troops here. let me read you the relevant part. dell says, "we see a lot of new work that needs to be done, but an extraordinary long-term opportunity if we get it right." dell goes on to say, "together we have built an amazing company and our best days are still ahead." little reaction after hours. back to you guys over there. >> thank you, josh. pops and drops. kick it off with a drop for general mills down 1%. >> morgan stanley downgrade. you might see more analysts

trying to play stock market, talking about general mills down graded on valuation. i still like it. i would be cautious here but like the name. >> drop for jc penney down 2%. >> fundamentals still terrible here. not necessarily a good place to initiate a new short. >> drop in tesoro. >> i would stay out of the whole refiner space. >> pop for molson coors. >> talking about big volumes in north america. an upgrade on the stock today. this is a new 52-week high. i tend to be with goldman sachs on this call. i think it's going higher. >> a pop here for senior citizens. just a few weeks after the iditarod saw its oldest ever winner, another senior citizen is setting his sights on a lot

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welcome welcome back to "fast money" live at the nasdaq market site. josh read the letter from michael dell to rally the troops. is this something positive here? >> it could be something positive. i don't necessarily think the price of dell will continue to go to the up side. a lot of people shall looking for $15. if you look at the option chain over the last couple of trading sessions, that volatility keeps coming lower. what people are doing are

selling those 15 calls. not expecting to see this stock exceed the $15 number. it's above $14. maybe it stays above $14. maybe the bid creeps up to $14.25. $15 right now, at least the cards on the table are it's not happening. >> big moves in the hmo stocks. let's get to josh for that story. >> we saw hmo names rally into the close, unitedhealth, aetna, humana. a key component of the reimbursement rate went from minus 2.2% to a positive number of about 3%. some of those names now popping in the after-hours. back to you. >> thank you, josh. karen, you are long some of these names. >> long wellpoint. you see which ones have medicare exposure, humana, unitedhealth, a cigna a lot less. >> you stick with your longs here? >> yes. i'm long aetna.

humana is the most exposed. the action was so aggressive there. aetna popped, but sold off a little bit going towards the end of the day. >> war of the social networks. they rage on here. linkedin rose more than 15% while facebook saw decline. should you defriend facebook and connect on linkedin? let's bring in brian pitt analyst at jeffries. he is predicting a gain. >> thank you for having us. >> what's the main gist of the linkedin story? you cite different content which could add to ad inventory. are these tangible factors that could be put onto a model? >> they are. the company rolled down linkedin today, endorsements and a new search experience which proved to be a very good driver of engagement. when you've got a higher engaged consumer on the site, you have more usage and the ad dollars go

up. when you capture people, the fly wheel starts to move and you could drive people to talent solutions, as well as some of the sales-related products, sales navigator the company is starting to push. get people on the site, get them engaged and start to monetize them with the big money premium packages. >> what historically as far as you have measured engagements. what's the relationship between engagement time on the site and actual translation into subscriptions or revenues? >> generally, when engagement increases, advertisers see that. fairly quickly cpms and volumes go up. linkedin talked about the past several quarters where they had sellout of inventory. we expect another sellout of q-1 and most likely q-2. when ads are sold out prices go up. clearly in terms of volume and

pricing, that's a really good thing. it's more than the marketing services or ad revenue. it's all about the full company premier services. >> is there a sum per gain? how does it play out here? >> some people wondered can facebook create a job site to recruit people? what we hear time and again is that people want a personal and a business site separate. they want to do personal things and business things in two different worlds. so i think the benefit for linkedin is it's a business-to-business base model. they are going to make money doing that longer term. i'm not sure facebook could affect that. there are companies that run apps on top of facebook, branchout which is an interesting private company, but again i think they had a hard time monetizing that business. >> brian, i want to ask because

you clearly prefer linkedin versus facebook. you downgraded shares of facebook a few months ago on valuation which is curious. how are you deciding what is worth the p.e.? >> great question, too. the way we look at it, i was concerned when expenses went up by 50% for the year for facebook. that's what they talked about on the last call that. was a surprise. i'm a growth guy and understand investing in the business. the investment seemed reactionary. my fear is that the core demographic, the 18 to 26-year-olds are starting to peel off the site to some extent and perhaps move into twitter and to snap chat and a host of other applications. i think facebook staved off that loss initially with their acquisition of instagram, but this might be a problem. that investment might be more related to retaining customers as opposed to growing the site

in an innovative way. >> thanks for your time. appreciate it. >> thank you. >> pete, linkedin or facebook? >> i presently own facebook, but i've been more and more convinced linkedin. when you look at the pes, they are ridiculous. but linkedin continues to show how they are able to monetize. they just seem to be doing everything right right now. facebook, it's still a show-me stock. they showed us last quarter. >> guy, are you still on the linkedin train? >> i'm still concerned. but yeah, we said linkedin over facebook, yes. >> cisco increasing its quarterly dividend to 17 cents a share. stock up 6.5%. scott nations said it would go higher by year end. how high?

>> we've seen lots of call buying recently in names a few% from their 52-week high. that was the says in cisco today. we saw it at 11,500 of the january 18 strike calls. buyer paid $3.50 for those. the volume here was greater than the open interest. this is a brand-new position. the 18 strike calls are in the money so they are more of a proxy for the stock than most call positions. these 18 strike calls is $21.50. the call buyer expects cisco to be above that level by the january expiration. begin that the 52-week high is $21.98 they are looking for a $22 handle in cisco before that january expiration. >> scott, thanks for that. options action with scott nations. don't get fooled by these stocks. a look at high-flying names of the first quarter which could crash land. and dennis gartman is seeing red in the second quarter. he gives us his forecast next. ♪

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did you tell him to say all of that? no, he's right though...

welcome back to "fast money." breaking news on nuance. carl icahn filed and is a 9.27% passive stake in nuance communications. you see the stock popping on this news. carl icahn a passive stake, 9.27% in nuance communications. the company is known for speech recognition and is tied very closely to the apple eco system. >> it looks like a carl type name when you look at the graph from february when it was almost

$23 a share. you can see that huge drop to the down side. carl taking advantage of that right now. certainly at a 9% share, looking for something to actually move this to the up side. wouldn't be surprised if we hear carl talk about board membership and all the things we normally hear from carl. >> hold on. this is a passive stake. are his hands tied when it comes being an activist in the stock? >> if he filed a g, yeah. he can change to a "d" but unlikely he would do that. i don't know why unless he meant to be passive here. >> our calls are into carl as well as nuance. our headline here, carl icahn, 9.27% passive stake in nuance. we are watching the stock pop in the after-hours session. today is april fool's day. some of the first quarters top performers may be playing tricks on you. don't let it happen. we welcome carter to "fast." the notion here is you've been

looking at stocks leading in the first quarter at least 15% gain, some 30% ins? >> at least 15% up to 30% and sometimes more. stocks fully priced, if one can make that judgment and crowded and dangerous. >> let's go through these stocks. a lot of our viewers hold these stocks. gilead science is one of them. >> how long since they had a check back, some doubt or giveback where they touched back to the 100-day moving average. in the case of gilead, something not only at all-time highs, but hasn't been doubted in about six months. once you go into the third quarter without anybody questioning it, you're getting into an issue. that is what's going on here in gilead. >> guy, i've been a fan of this one. >> a long time. >> are you worried? >> you have to be. a, with a market cap of north of $70 billion, it's not like somebody is buying these guys. the valuation now 17, 17.50 times forward, might get rich.

any hiccup, the stock will get whammed. great story, hepatitis-c, hiv, they dominate the space but the stock is getting into nose bleed territory. >> there is nothing wrong with defensive selling to harvest gains. >> let's talk j&j. >> in the section it is equally steep. here, big news today and the stock barely moved. at some point -- >> the markets were down and it did an all-time high. >> with news like that, you're the new kid on the block with the best new diabetes drug it should be up a lot. it isn't because most of it is getting to be priced into the security. it's about the angle of the line changing. how long it's been since it had any doubters. >> we had a lot of technicians on besides you. we pulled up some staples names. they say the longer the base, the higher in space. these names have been asleep so long and built a nice strong base.

therefore, their move higher is warranted and stable. >> there are two ways to look at it. one, stay long, be long and ride the ride, don't doubt it. in many ways, if one's ability to do that is size dependent, it's by default, invalid. if one can stay because one is small, that's not anything. if one has a big portfolio manager with 15 days volume, do you blindly stay long? no. you have to start harvesting. at some point you're not going to get out when the first crack starts. you need to take measures. >> kroger is another one of these stocks. >> kroger is a very boring. they sell sugar and bread. not exactly high-margin stuff. it's the changing angle, the number of months since anyone doubted it. how far above this moving mechanism. same principles here. priced for perfection, risk reward, asymmetrical. >> you doubt kroger? >> i would stay kroger. i think the chart is smooth on

the way up. you get a 1.8% yield on the name. if you want to be cautious, keep it on a tight leash. >> carter gave me the big, oh, i can't believe he is going to stay long. >> that's what makes the market. >> you could say everything you're saying, could you say with the whole s&p. it is a crowded trade, it is overextended. 1576 in the cash. >> there are a lot of stocks not participating like a caterpillar, u.s. steel. it's soap and cereal, pharmaceuticals. that is not a good construct. if there is some market weakness, the typical a play for a lonely manager who has to rotate, he rotates onto a defensive thing. the defensive anymore is fully priced. you rotate out and go to cash. >> travelers. >> this is a low beta stock, as well. it's the same principle. it's not about what they do,

whether they manufacture airplanes or cookies. it's about when does a stock become dangerous to do trimming, harvesting. travelers is same circumstance. hasn't touched 150 day in about seven months. all-time highs, getting rich. >> can we extrapolate all of this to the overall markets and you're cautious the overall markets? >> sure. we have a four-year bowl that returned us to four angles. 40% to 80%, depending which index. markets don't go up 40% to 80% in an annual period. there's about four times that happened if one thinks this is normative and can keep going, take caution. here is a comparative chart. it's all four of these securities we just looked at equal weighted as a group. juxtaposed against a standard

and poor's 500. you can see where they pulled away. as a group, up 30%, 40% the last six months. at some point, again, there is nothing wrong with doing some sort of offensive selling. especially if you're large and you have many days of volume. it's also tipping one's hat to risk. just to stay blind and long, that's not a technique. that's just saying, well, i'm going to ride the momentum until it ends. >> to focus here because this is where the true divergence is happening, you expect this line which is the basket of stocks we talked about to go back, revert to the s&p 500, but you're also saying the s&p 500 could be in for another decline here? >> there are two ways this can happen. you can have them both come down, but these can come down more aggressively or having something where the s&p is going. we think both are overdone. what makes the s&p overdone, these are big components of the s&p. this is what's driving that. >> sure. carter, thanks for stopping by. appreciate it. >> karen, you've been looking at

travelers. what do you think of carter's overall thesis on the markets? >> reluctantly for travelers, it does look overdone. great management, great company, but in terms of valuation, it's not cheap here. the yield is not particularly great. i'll have to not buy it. >> grasso? >> i agree with carter. it is a momentum trade. 1576 in the cash is problematic for me in the s&p. i would probably go to cash instead of looking for laggards. >> let's lay "the good, the bad, the ugly." tonight it stars pete najarian. >> that was not nice at all. >> not nice. back in february, pete made the bold case for netflix bringing the bait on the half. here is what he said. >> the reason i think there is

more up side, thief got scale, original content and they've got that disney deal for more content. when you look at what they were able to do with some of their debt and refinance, this is a company doing things right. it's all about content. >> nice call there. shares of netflix continued to climb. stock is up another 10%. what do you do here, stick with it? >> it's going higher. i love this name. i like the content they've been able to grab up and i think it's going to $200 a share. >> now to the bad. in january, pete took a bite out of tyson foods. >> this stock is moving higher. actually hitting new highs. when you look at it right now, it's overextended. you want to wait for a pull back closer to $20 a share. >> tyson hasn't pulled back. it's up another 15% since that call. >> there have been many i missed going to the upside on this last run. i like the name, i like what they were able to produce. i did think they were overextended. i'm okay missing this run, but unfortunately, i was definitely wrong on this one. >> i'll give you the ugly.

this is me paying attention. our crack staff had pete's bad call facebook and it wasn't facebook. there is another one. >> for crying out loud. >> that's good looking. >> that's a big fellow right there. >> you poured the gatorade over yourself. >> it was a hot day. >> were you surprised? did it catch you off guard? >> shocked. >> next, investors beware the area of the market you may want to avoid. dennis gartman gives us his outlook. second quarter. [ female announcer ] it's time for the annual shareholders meeting. ♪ there'll be the usual presentations on research. and development. some new members of the team will be introduced. the chairman emeritus will distribute his usual wisdom. and you? well, you're the chief life officer. you just need the right professional to help you take charge.

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to welcome back welcome back to "fast" live at the nasdaq market site in times square. 2013 has been a mixed bag for commodities. corn sold off sharply. let's get the second-quarter outlook from the commodity king himself. joining us now is dennis gartman the publisher of the world-renowned "gartman letter." >> always great to see you. guy great line.

one of my prized possessions is a new zealand five signed by sir edmond hillary of 1953. >> you have that, too? >> let's go through the commodities forecast here. what is your outlook for crude? >> well, crude i think there's plenty of $120 crude around. i think we are going to try to see how much $85 crude there is out there. there's plenty of high-priced crude. there is a lot of drilling going on. a lot of crude oil being found. a lot of natural gas being found. crude is getting sporty at these levels. brent is sportily priced up here. i suspect we'll see crude oil get weaker. not dramatically so but weaker over the course of the next several weeks. great run on the up side. especially wti. >> nothing sporty about copper.

you don't see things getting sportier either. is that a statement? is that an actual read on the global economy or is this a function of inventories building up at lme in shanghai? >> i think it's both. inventories are at historic high levels. i think too many people look only at copper and say it's dr. copper and gives you a great idea where the economy is going. if you look at copper, tin, zinc, they are all under pressure. they are arguing badly for the state of the global economy. probably copper wants to go lower from this point on. >> you also think corn wants to go lower? >> corn wants to go lower. amount of corn we found, usda misled a lot of people last thursday when the last crop report came out. a huge amount of corn, excess amount of corn found 430 million bushels more than anticipated. old crop corn has fallen more than $1. we are now going to produce a

huge crop this year. a lot of acreage, 97.5 million acres of corn going in the ground. give us normal weather, normal yields, you're talking about a 15.5 billion bushel corn crop. i think you're going to start to see $3 corn over the next year unless america's farmers bungle the job. they are not going to. they are going to make a big crop this year. corn prices are going lower, i'm afraid. >> your top commodity trade second quarter? >> well, as a commodity trader, i'm long one thing and short something else. from here on out i may want to buy gold and sell corn. i probably want to buy cotton and sell corn. probably do those two trades. buying gold, selling corn against it. buying cotton and selling corn. those trades have merit. >> good to see you. >> always good to be seen, mel. thank you. >> let's trade the second derivatives of these calls.

>> john deere. $85 in my opinion which is where it's trading now is a critical level. held there a couple of weeks ago and bounced. it's trading there now. people like john deere. we've seen a couple of downgrades, but breaks $85, worry it may trade in the high $70s. does this mean we shouldn't like freeport-mcmoran? >> that's exactly what this means. dennis has been negative on the market. it's i a call based on global growth. if he is staying clear of the s&p, he's staying clear of all the commodity plays. i think risk/reward in the s&p, you definitely would be a seller. i agree. >> sometimes it is tough to buy the losers and sell the winners. let's play hold 'em or fold 'em. best buy we start off with. the second best performer gaining 86% in q-1. hold 'em or fold 'em? >> fold 'em. >> that's it?

why? >> all the problems that existed -- >> they're all gone now. >> they're not all gone. >> management is great. i had a great stat that best buy gets 1 billion visitors in its site and only 1.3% are converted into sales. if they could move that needle a tiny bit that, could mean a lot in terms of revenue. >> or lose part of that billion. >> touche. hewlett-packard up more than 65%. >> let's give credit for gary berman. he tipped me off to this trade early on. i got long. i do not think the stock is out of gas. it's a turnaround story. you have to look at it segueing out of pc. >> micron. the best performer in the nasdaq 100 in q-1 was up more than 55%. hold 'em or fold 'em, guy? >> that stud regis philbin, i

called that thursday, remember they came out? scott zipped up north of 10 and said he was getting out. >> he called into the show. >> he should be folding them. he already did fold 'em. >> close to the 52-week high. >> you saw semiconductor sales. not good. >> hess. >> i like this name. management is in there trying to change things. i think the stock is going higher. >> hold 'em. >> coming up next on "mad money," the books just closed on one of the best quarters in the years. what stock could help your portfolio continue higher? do not miss cramer's oil versus water in the worst to first plays. ill ill to come, we head west t scope out new opportunities in the second quarter.

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from mobile devices to medical marijuana, we've got you covered in the west coast wrap. >> analysts bidding on a better future for ebay. they issued rosy reports after management met with them and talked about a new search engine and updated the street on moves toward more usage on mobile devices. paypal has 123 million accounts and is about to be accepted at 7 million offline mergers that take discover card. >> 123 million accounts. this is the part of the business you like. >> i do like that. the thing i don't like is all these analysts getting very bullish at the same time. they probably were bullish going in, whispering ahead. i do love that paypal business. >> remember "the new york times" article slapping how much you could go on one charge of the

tesla and investors sold off 100 million in market cap? the story didn't hurt sales. better than expected sales of the model s. over 4,700 of the electric cars were sold, 5% better than expected. tesla will not make a small battery version due to low demand. >> i would imagine this is a monster stock from the options world? >> it is. this thing is nuts. you just wonder, 4,700 cars when talking about ford and gm and some of the other names and talking about the millions produced and you're talking about 4,700 with tesla and maybe they'll make a profit. i think i'm jittery to step into this name. >> amen to that, sister. >> or brother. >> finally, sony has finally found a market apple hasn't conquered. >> the single most important thing in a hamster's life.

sony unveiled a line of equipment for pets. the faster the hamster runs the faster the music. there will be head phones for cats. april fools! google debuted. click the button smell what you're seeing. and twitter dropped all vowels unless you pay $5 a month. you get more into the tweet because you don't need vowels. that's hilarious. you will laugh. >> twitter itself becomes twt? >> we are on dangerous ground. just exit stage left. >> jane, thank you. "fast money" madness. 64 stocks and now down to our

super six. tomorrow, we'll resume coverage and determine the winner of our financials region as the favorite. number one bank of america will take on the number three seed visa. the winner will advance. log on to fast madness.cnbc.com. you can tweet us at cnbc phat money. use the hash tag fast money madness. there will never be any ties? why is that? >> the audience is the fifth trader. >> okay, okay. >> you finally got it. next, we'll trade your tweets. but we can still help you see your big picture. with the fidelity guided portfolio summary,

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welcome welcome back to "fast money" live at the nasdaq market site. >> nasdaq expanding in treasuries. the exchange operator agreed to

buy the e-speed trading platform from bgc partners for $750 million in cash. the deal allows nasdaq to get a foot hold in the electronic fixed income markets. this as trading volume in equities declines. moody's reacting to the deal puts nasdaq credit rating on review for possible downgrading to junk. >> thank you, josh lipman. obviously all these changes are fighting the declining volumes. also small margins. >> right. you want to get derivatives exposure. we've seen m&a in the exchanges. go with nyx, no surprise or shock here. >> first tweet for guy. how about mattel? >> didn't even use its characters. these stocks have been unbelievable. that has hasbro, same dividends and value with the whole thing. if the tape does turn over a little bit, these stocks are overextended. they are in not the carter move

where you should take profits in both. >> pete, you are right -- >> stop right there. >> there you go. >> go to commercial. >> your thoughts on my losers, gold, silver and wlt? >> nothing changed in the story that is going to suddenly make us bullish about a lot of these names other than one of you guys. guy was talking about gold and started to get bearish on the marketplace. we have yet to see any signs gold has been able to stabilize itself. silver the same story. walter, another new low today. unfortunately momentums pushing to the downside waiting for something to show up to make those names bullish for me. >> this is for stephen p. grasso. nat gas and lng, what is the trade after this move? >> go with eqt. i would stay long both. they both work. both are still momentum plays. >> karen. net income keeps rising, revenues keep falling for bac.

what to do? though you answered eric during the show. >> i have. i would stay it gets to $12, buy it. i'm long. i've been long when it was higher. looking for long-term gains here. be a little more patient, i think you'll have a chance. >> if we were to trade around it, grasso, what levels would you look at? >> the level of $12. you would say you should be adding to it at that level. if it breaks down and talk about $11.85, be willing to bail and say waits a losing trade. hello! how sharp is your business security? can it help protect your people and property, while keeping out threats to your operations? it's not working!

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[ female announcer ] you're the boss of your life. in charge of making memories and keeping promises. ask your financial professional how lincoln financial can help you take charge of your future. ♪ ♪ oh, oh, all the way ♪ oh, oh ♪ oh, oh, all the way but i wondered what a customer thought? describe the first time you met. you brought the flex in... as soon as i met fiona and i was describing the problem we were having with our rear brakes, she immediately triaged the situation, knew exactly what was wrong with it, the car was diagnosed properly, it was fixed correctly i have confidence knowing that if i take to ford it's going to be done correctly with the right parts and the right people. get a free brake inspection and brake pads installed for just 49.95 after rebates when you use the ford service credit card. did you tell him to say all of that? no, he's right though...

thetime for time for the final trade. pete? >> energy space sticking with it. oke. >> that's your brother's. >> wtr, aqua america. gets you some yield. the stock has been on fire. i think it continues. >> i like ocr quietly chugging along. still cheap here. >> guy. >> cern, monster.