this thing has been recalled. we're going to talk about the difference s between ford and tesla. >> fast money starts right now. i'm melissa lee. here is tonight's line up. there is another tech giant that showed signs of light. we will tell you where it is and why. and if you like this 80s music, you're not alone. wall street is taking a page

from the era of leg warmers. we will show you why corpora america is embracing the 80s and what it means for your investment. the enterprise market showing signs of strength here. this is on top of pretty monster games. >> the stock can pull back and settle in. i thought it was constructive going into the 20. there were some out there saying they are concerned about what they might affirm. they beat and reinforced. i also think that the dell lbo might be agreetive. and at least moved them off to the sidelines.

generally i think these numbers are good. >> obviously a surprise to the upside here. there was a great expectation that hewlitt pack ard. >> we know that. if you look at the globally. >> would you ever think about getting into hpq? >> i would. it's hard to get back together. but i'm a value girl. >> is there a valuation that you care about? at one point it was ridiculously

cheap. where do you care? >> where do i care? seven, eight, probably not far and the balance sheet is in decent shape. >> this is something that i have gotten in trouble with and i have been fast fired for before. three things happen there. great management team executing the business. it's a huge cash flow generation generation story. it knocks out some of the pricing competition so i think they are in a position. it's very cheap. >> it could be pulled more. $1.2 billion in debt. will they use some of that cash flow in order to pay down some of that?

>> you always mention 3d printing. have you noticed that any company that mentions, utters 3d printing all the sudden a premium afforded to the stock? if i'm allocating capital i would much rather go into the 3. that may help the stock and i think a chance to buy the stock. >> it broke out through the other highs. it was consolidating off the first run up here. >> i guess so. i'm not a huge buyer of break outs, though.

why? there is plenty of other places. why tomorrow would you establish an imposition? >> feds up 98%. >> let's bring in josh lipton. he has been on the conference call. >> i'm going to stay on the conference call. we get them. you look across revenue across the different divisions. sales were down but better than what the street was looking for. i know some bulls think you will see stablization there. there was better than some of the estimates that i was seeing. >> we will check back with you

is hewlitt's turn around finally taking hard? excuse me. paul, great to have you with us. >> nice to be here. >> why don't you like hewlitt pa packard? and rationalizing the business that still have yet to materialize. >> so i think at a price which i probably now define as sub 20, it might be worth a trade or rental. in no question secular decline. and you have six business units in the most recent quarter and

five of them had year to year declines. three out of the six actually had a decrease despite some cost cutk. >> what is that catalyst for that next after the 6% move? >> i think what happens is the stock finds serious resistance at that point i think it's an aggressive sell. >> the nice thing i like about cisco is i do believe that over time they have a better product mix than hp to address some of the new tech beams.

it's a nice value. >> hi, it's brian kelly. we were talking abhp's ability to use financial engineering. another name that you like is ibm. the amount that they buy back is about 100% of their cash flow. they are starting to decrease their buy backs. what do you like about ibm here? >> again, for me it's a question of price. also with 5% of their business and software and services, i think they have a. >> at the end of the day, if you're a tech investor, regardless of all of the levers that you pull you must have sales growth.

>> paul we're going to leave it there. do not miss an exclusive interview. up about 2% today. >> very important the way the stock played today. not on tremendous volume. people vol low these guys. they have had a good call on apple. china mobile is finally going live with their 4glte network. the street has not priced any of this into i-en phones. when they do this, i felt china was a head wind to apple.

and i do believe that's part of what got people excited today. >> there are also reports saying there is improving iphone 5 s supplies. reports from opponent makers indicate that chip makers that supply the iphone will be much better. >> which would you rather buy? hp up 98% year to date. not even up for the year. basically flat for the year. >> i don't mean to say that these stocks are ugly. within technology, would you be an apple? >> absolutely. >> sure. absolutely. this is a big deal for these guys. and again you are getting a stock that has not really priced

it in yet. >> can i take the other side? i have been a long term bull on apple. will this be an opportunity for a lot of the momentum players? >> that's what i'm saying. >> not for 100 to 200 points. >> what's your sense on the institutional holding? >> i think -- i said listen, this is still a favorite of hedge fund managers. >> karen, you sold out of your position. when would you take a look at it again? >> one of the things that i liked is i believed that innovation was not dead after jobs. and that a new product would be

forthcoming. no matter how good they are. we didn't see that. and i find the stock so frustrating in terms of it being a momentum stock that it blows with the wind. >> just to button this up in terms of the chart in today's session, you like the stock? did the movement give you extra hope? >> once you that's why today itd really caught my eye. >> one retailer losing a quarter of its value in just the past couple of weeks. but sac capital is betting on a turn around and so is our next guest. that story is coming up. and wall street is going totally

80s. karen is breaking out her cri crimping iron for a very specific trade school. that's next on fast. hi honey, did you get the toaster cozy? yep. got all the cozies. [ grandma ] with new fedex one rate, i could fill a box and ship it for one flat rate. so i knit until it was full. you'd be crazy not to. is that nana? [ male announcer ] fedex one rate. simple, flat rate shipping th the reliability of fedex.

>> let's get to small caps here. making a bold call on that rally which by the way culminated today. this chart is is a little scary. >> if you look at market history you find that over a three to five year period, markets tend to overreact. so now here we are, 56 months into the rally. we also had russel 2,000 making new highs. here is is a place that i want to be lightening up.

we could still go up for another three months or so. >> there was another chart taking a look at the valuations on a five year normalized eps basis. it was followed by decline and that's what was so scary. we're just about at those points where we also saw a sell off in the past. i do believe they are going to converge. russel is a very u.s. heavy focused index. and i want to play that. i like this trade. i don't have what it takes to just be short. >> for a lot of reasons.

today was a break out. i totally agree. a lot of hedge funds. and yet that has been throwing premium out the window for the lest year and a half. >> the tile shop have lost more than a quarter of their value. a huge move comes after the report. alleging that the property's methods to overstate by 200%. and the stock in today's session got a big pop today.

tom, great to have you with us. >> great to be here. >> i've got history here. my business, you all look back at the ones you missed. we had a chance to do the tile shop and couldn't agree on whether preferred or common stock but got to know the company very well. these are nice mid western folks. they are too naive to be dishonest. a guy making under $100,000 a year, it's more than dishonesty. this business is an incredible business. >> all right. i want to -- i want to break in here just a moment. i like tiles as much as the next stock but in terms of investing in this, let's be clear. in terms of this log post, this is a precipitous decline, shares

have not recovered much since that day, but in terms of the financial misstatements, the company has come out and denied this. but why buy more shares at this point? why for the possibility that there is more risk out there? >> i happen to know the company. these people as honest as the day is long. i think these people are as quality as it gets. i wish i could afford more stock. >> let's talk about the tile shop specifically. i would imagine everybody in the brother sells tile like a home depot and lows. >> here's the key. i love frank blake. last time i told you to buy the

stock and he did great. those kind of basic tiles. they sell apparatus that the kid go near. they are sourced directly at the quarry in china. they actually undersell home depot and lows. >> let's switch gears and talk a little bit about black friday. and also in the west. it's all over the place. is this going to dampen sales for the holiday season? does it matter? >> one of the real ironies here is black friday got its name

because that's when retailers broke into the black for the year. now with every retailer on thanksgiving and black friday selling below cost it's now become red friday. certainly lose a lot of ego and sales. i do think it's going to be a difficult holiday season. >> thanks so much. good to see you. >> thank you for having me. >> tomorrow on fast money, hear from the founder of bitcoin. bit coin is moving closer to the 1,000 dollar mark. >> he is 20? >> he is lying. i think he's like 16. >> he looks 16.

obviously. coming up next, it's a sector that topped the tape and left its peers in the dust today. and later the 80s. they're back with a vengeance. pay attention tom cruise. we have a trade that spans the test of time. it's got a little something to do with this. stay tuned. [ tires screech ]

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we're not talking madonna or ferris buler. coming back into play today. and offer to acquire joseph a. bank which had previously made a bid for men's warehouse. >> joseph banks said we would be open to a similar deal. and men's wharehouse could do i. joseph a. banks is somewhat vulnerable. >> that was interesting. now the 80s play that was a little bit before my time but it stands out because it was such an unusual defense. this set up perfectly for men's warehouse. i think at the end of the day

these two will come to some sort of an agreement. they can both see very clearly the synergies of being together. i think they are both open to it. >> what do you do with the shares now? do you get out? >> i sold some, i kept some. if the deal is all cash it could close quicker. i don't have a huge position. >> tim and i have no comment. >> awe. >> that's really cute, guys. >> does this validate the men's warehouse from totally laying away from the bid. >> i don't know. they are lucky, smart, whatever.

the overlap of shareholders is pretty big. >> a lot of hedge funds on both sides. >> it doesn't stop here. new aged green mail. now today. >> that was disheartening. i'm not an adt shareholder. i thought that deal smelled.

they used the closing print friday to do the trade. they used a whole big slew of their buy back money to buy back shares just from corvex. they went from the 3 to the 50 holder and gave up their board seat and used up a bunch of the buy back. i don't think that's cool. as a shareholder i would be a little bit upset. you want a base that believes in you and believes you are going going to stay and not do something that seems somewhat self dealing for me. i don't think that's a great loop. i was surprised to see carl. he didn't get a particular premium. so it's not as agreejeous.

>> what i do think will be the fed line for 2014 is greater activism. you see firms like sky bridge. my guess is it's going higher. you will see more of this activity. she a great risk manager. he's in the game to realize value. >> used to be they would buy the activist at a premium. >> get this.

the seventh time since 2012. so why isn't the stock reacting? and what can tesla learn from the drama control. investments paying off big time. is it too late to get in on this trade? more fast straight ahead. you've known? he oldn we gave people a sticker and had them show us. we learned a lot of us have known someone who's lived well into their 90s. and that's a great thing. but even though we're living longer, one thing that hasn't changed much is the official retirement age. ♪ the question is how do you make sure you have the money you need to enjoy all of these years. ♪ okay, who helps you focus on your recovery? yo, yo, yo. aflac. wow. [ under his breath ] that was horrible. pays you cash when you're sick or hurt? [ japanese accent ] aflac. love it. [ under his breath ] hate it. helps you focus on getting back to normal?

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>> welcome back to fast. ford recalling today one of its most popular suvs for the seven time. shares holding their ground today. we're going behind the wheel phil? >> melissa, this has gotten a lot of attention today in part because the recall is due to the potential for under hood fires. that's 140,000 here in the u.s. the escape recall is due to the potential.

ford shares didn't really sell off. where is the disconnect here? the market wants to react one way with december laand differently with ford. we did some comparisons. involves in the ford recall which is 140,000 out of 297,000 that were built. it is under investigation. a lot of people would say boy it seems like ford should take some kind of a hit here. that's what has a lot of investors spooked. and one last thing to keep in mind. there is only one model from tesla. there are 22 models from ford.

and when you look at global sales you have got 15,000, 15,500 for tesla sold worldwide compared to 6.1 million for ford. that's a big reason why investors are not selling off ford. >> there is an mit professor's paper that has been widely circulated. the size of the problem at this point. >> you either look at him, love the way he reacts or say you love the way he looks at a ski. but he's not going to change, thar "final score" sure. >> phil, thanks for that.

>> i like ford. >> and the pick up. fiat is the best global play. there is a lot of news right now. you should be following it. this is where i think there is extreme value. >> in the world, now down to 120 or so. >> yeah. i think there is is a lot of shorts that built up in tesla. he you have to have a personality like that. >> would the company be better off if they brought in an adult to run the company? >> i don't think so. what he has going right now is a cult following around the store. >> that just reinforces what you just said.

>> let me just finish, though. when i say a cult following around the store, i have my son full disclosure, he works in a shopping mall and is a sales person. i like gm the best of the three. i am very worried about him leaving ford. if he leaves for microsoft, i think it will hurt that story. >> it comes from a sector that is up more than 2%. what is it? >> it's the housing sector. great permits numbers today. let's say the economy gets a little bit better. let's say the economy doesn't do well?

they're going to cut for on access reserves. that means there is 1.9 trillion dollars sitting on the bank's balance sheets that will be a wall of money looks for a home. so, for me, down at these levels, a dhi look fantastic. i would buy them all. >> but, again, toll is on that list as well. >> we had also consumer confidence numbers. >> you are a very measured guy. todays numbers alone say i have got jump in and buy? >> not necessarily these numbers alone. how is that going to impact the housing sector? i think rates are going to stay low for as long as we can see.

i think there is no chance that rates spike anywhere high here. it's not just today. but today was a good catalyst to get in there. >> three small cap names seeing some big moves. mike is in with the action. >> it was very interesting. today's option activity overall was slightly below average. three names were above average activity. that traded almost 18 times its average daily put volume. we saw tivo trading. and talked about on the network trading about .5 times. >> given the size of the trade, it stands out? >> i think there is is a tremendous amount of movement. all options were in knew wans, which is unusual to begin with.

there were a number of downgrades today. what was interesting to me is there seems to be a little bit of a battle going on. you might think this was all buying but there was quite a lot of selling that stepped in on this, as well. in this case it was 25 cents. these are people drawing a line in the sand. we will step in and buy some. >> you have heard us talking about the next market bubble. is it scotch? a bubble in the single malt? coming up, we will take a look at the jump in prices making that overflow. more fast straight ahead.

>> without full disclosure we are short and staying short. >> top here for twitter. >> all about holiday ad sales. actually had a pretty nice day. not a lot of history on this. >> chilly pepper roanee? >> all of this stuff that he had in high school. lower turkey and grain cost. this is is a break out on the stock and i think you can ride it. >> this is one of the storied stocks that is underperforming. i would stay away. >> and we have got a pop here for what else? scotch. >> i love scotch. scotch scotch scotch. >> that's what i do.

>> we will be tweeting what melissa does. >> investment grade scotch prices have risen 178%. is there a bubble forming? who better to ask than founder and owner of manhattan's brandy library. can we call this a bubble? >> i don't think so. not quite yet. at least it's going to keep on going up for a little while. a good year or two while there are stocks up quite all single malts up there then we might see some adjustment. >> did people rotate out of scotch into another kind of liqu liquor? >> this is a good time for. >> we are talking about a bubble

you managed to find a 1600 bottle for us. >> i have got to take this one. >> this is extremely rare. fine whiskys have gotten so popular and famous that this is is a rare bottle. you will find this at about 1600 dollars. >> this inflation hedge, will these things continue to go up in track? >> yeah. >> and also the stocks are limited to matter what. the prices go up as long as people can afford exit take it. the quality may not be on bar with the price. that's why i think there will be an adjustment soon. >> before we get too far down the road, these are great holiday gifts.

obviously these other ones are great holiday gifts. >> this one is very special to us. this is a special limited edition from parker beam. he has been diagnosed with als. $20 off it's a fantastic bourbon. >> can you please pass the tequila? >> this retails for about $280. this is really good. you can get it personalized with your name. i almost did it for you.

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welcome back. in case you missed some of today's top moments, here is a rapid fire recap of toibt's executive edge. >> men's warehouse is proposing to acquire joseph a. banks? >> up five bucks now. >> if the economy is roaring as much as they say, markets will not believe that he will keep the fed funds weight at zero. >> intelligence stree teejic

deals are getting it done. obviously, but solid deals can get it done and get financed. >> as it relates to travel, occupancies are strong. 98,000 hotel rooms in new york city. by the end of the year we will break 100,000 next year. >> $30 million business in china. the closing means we know own our third plant in china. >> i feel like you're going to go to the meat space. >> great separate, not together. >> not like when peanut butter met chocolate. >> that's your one comment? >> you look at the take out

premiums. ultimately what you're seeing is the premiums aren't that great. >> a 30 second segment. rb lud -- >> on the conference call we were waiting for color about china. there was some concern from analyst and investors. hp gets about 19% of its sales from asia pacific. china does remain soft but she also put in that they are seeing growth in the enterprise group. china will report directly to her. melissa, back to you. >> all right. no mention of 3d printing? >> not yet, no. >> let's get to some of the tweets. >> this is is a stock that has been riding a bit of a roller

coaster lately. i own it. >> this is for mooch. oww. is it a buy? >> i like this story long term. i think they -- this is is a classic play mid market. going to drive a lot of traffic in this name. >> we have your first move tomorrow when we come back. stay tuned.

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sit time now for the final trade. let's go around the horn. >> baidu break up. >> anthony? >> still costco. >> karen? >> i am sadly still selling some cvs. too expensive for me. >> brian kelly? >> i think it's time to take some money off the table. i would sell them. >> i'm melissa lee. thanks so much for watching. see you back here tomorrow at 5:00 for more fast money.

"mad money" with jim cramer starts right now. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i just want to make you a little money. my job is not just to entertain you, but to teach you. call me at 1-800-743-cnbc. you know why it's easy to hate this market? do you know why people are promoting chart comparisons to 1929? i kid you not. i'm getting charts by the hour. or why there is frettg