spaceship headquarters in cupertino. >> i must ask, did you not come to work today because it's cold outside? no. you're all here for the show. >> a job. >> beam me in. >> thank you for this job. hope to keep it another couple of days. melissa lee, "fast money" is up. what's on tap? >> a lot of p.c.s and hand helds have touch-screen technology. we have the ceo of the company that provides the technology out there. a momentum name. you have to tune in to find out what that is. >> not too shabby. over to you guys. >> "fast money" starts right now. we're live from the nasdaq market site. linkedin shares falling after hours, as the company's guidance falls short after expectations. we'll have more on the outlook for the internet stocks coming up. our traders, team seymour, brian kelly, karen finerman and ben nathan. the s&p clocking in their best

day of the year today. tim, what are you expecting tomorrow? it could be a very important report. >> i think you trade the market with a schizophrenic attitude right now. we're up 2% over the last three sessions. this is a market that seems to want to be selling on any bit of bad news. the economy, which i do think will show weather-related weakness tomorrow. and people are starting to refer to our data almost as they might in china, which no one believes anything. weather this or weather that. there's no question that the weather has impacted the numbers. if you look at the ism we got a couple days ago, a linchpin for a big move down earlier in the week, you saw some of the impact there. i think you have to be careful, today, in the eem, which had a nice bounce. emerging markets have been part of the resurgence. i think it's going to be difficult for assets to get through. that's a barometer for all risk ass assets. >> the part of the market that sold off the hardest, brian kelly, they're the ones that bounce back the most today.

mr. bear, what do you do now? >> i do nothing. i stay short. we had a couple of things happen today. lots of people talking about very big jobs numbers tomorrow. i think that's wrong. even if you have a weather effect, look at the last jobs number. 25,000 accountants lose their jobs. that has nothing to do with weather. you look at the jobless claims this morning. four-week moving average. that's trending up since last september. that, to me, at the very least, a stagnant job market. and i think anything above 200,000 is a pipe dream tomorrow. i'd be cautious. >> what are you making at this point? >> i guess better. when you have a ripple in the market, to have a day like this, i don't think it's that monumental, really. i didn't do a lot. on a day like today. really, we're right back to where we were a couple of days ago in the midst of that big sell-off. the level is about the same. i don't think that there's a lot to trade around here. they would disagree. >> i think tomorrow's going to

be a big number. you talk about all this data. there is a little yin and yang here. and when you think about some of the action shanghai's going to be open tonight. it's been closed almost a week for the lunar new year. i don't think the q4 earns or the guidance we've seen, have been enough cause for a 5% decline in the s&p. it looks denine, especially you consider the s&p was up 30% last year. it's been a shallow drawdown. a lot of single stocks have gotten nailed. there may be good opportunities with this pretty shallow drawdown. >> does it mean that tomorrow's a volatile day? no reason not to sell it back off. >> i could see 1700 on the downside, if we get a bad print. and people start to think we're going to have a rough february. and don't see it pick up until q2. >> maybe we're setting up for upside. but part of it was going to be the weather. the weather's been awful this

month. and if it's good it's good. >> it could be too good. and they're going to accelerate the tapering. we've gone from the last -- >> you think that's a possibility? that the numbers tomorrow will be too good? >> i don't think that. i think if we're talking about a good number. the bottom line is, it's about how the market reacts tomorrow. we can sit here today and say what we think the number's going to be. but it's all about how it trades. >> we have some not-so-great numbers. and they kept on the taper. they kept going. unless things really fall to the outer ends of the spectrum -- >> the market is on data, though. good data is good. bad data is bad. we weren't like that a month ago. that to me, i'll take all day long. fed gaining credibility. >> let's get to individual stocks here. linkedin beat estimates. but shares are falling. with me is jean muenster. is it all about this guidance?

their conservative guidance-giver. why are we discounting that at this point? >> i think that the guidance is a little worse. if you look at the revenue, you're exactly right. they got into a conservative revenue guidance. they always do. and every investor is expecting that. this is just back to a point you made, that typically shouldn't bother investors. but it is bothering investors. and there's a big opportunity to own linkedin on this pullback. >> there was an analyst there that said off the revenue guide, if you take the forecast, they beat about 6%. are there similar metrics for the number? if you do that calculation on the revenue guidance, they should be consensus on the revenue numbers. does that work out, as well? >> it doesn't. they typically haven't showed that same upside. you don't have that. overall, the street numbers,

even with the beat are going to come down a little bit. but this is a growth story. i'm surprised that's been the initial reaction from investors. >> gene, it's brian. you just talked about a growth story. they're not reporting as many user statistics as they used to. but how did you real their growth from 259 million to 277 million? >> it's expected. 80% of white-collar people in the u.s. use the service. we're not focused on the users. it's like facebook. to answer your question, that was a good number. it was in some ways not a real important numbers, just given the market share they already have. >> how much of the downdrop do you think is attributed to what we saw with twitter? even though they're different business models? >> i think it's more about that piece. and they also did an acquisition. part of the reason why investors

love this story is this is open-ended growth. there's no real competition. the fact they had to do an acquisition might have kind of created some uncertainty about what the competitive landscape looks like. >> gene, it's tim. talk about their dominant position globally. and talk about this is an opportunity for them to actually see the revenue growth and the user growth outside of the united states. >> yeah. that's right now, the majority of the revenue comes from the u.s. if you look at the global recruiting market, it's about $28 billion. these are numbers that linkedin have given out since their ipo. this is going to help them expand into that. if you assume they get 25% share of that global market, they can grow their top line by 30% for the next six years. and so, this is -- it's not going to take huge market share for them to continue this growth story. >> gene, great to speak with you. thanks for your analysis. let's get the trade here. he thinks it's a buying opportunity. what do you say?

>> the stock has moved about 10% on one-day earnings. that's where it's at today. you're not going to see the twitter move. it's a much more mature company. some of the guidance, maybe a slightly worse than expected. i think if things stabilize above 200, it's a good level to step in and buy some. >> they got 2% to 5% of the addressable market. >> there's nobody even close to them. it's rare you have someone this dominant. look at the chart. it goes back to july. at one point, resistance has been a floor. the stock tested in the after-hours, which i would not use as your guide post. it's put in that sell right now. you walk in tomorrow morning, that's where you look at the stock. i think it could take a shot at valuation. hold your nose. don't look at it. this is a rare secular opportunity. >> let's talk about what linkedin result's could mean for tomorrow's jobs number. jon najarian is here. in his casual wear. is there a regroup? >> there might be. look at monster worldwide.

up 23% today. manpower. and then, linkedin. despite the fact that twitter really had such a terrible performance and guidance yesterday, linkedin was up $9 or $12 today. starting the day at 212. now, it's right back to 206. it traded down to 191 in the post on that sell-off that mr. munster just addressed. and it's back by $14. that's telling you a little or a lot about tomorrow's activity. >> you look at manpower or something like that, is that a leading indicator? lagging? how do you think about that versus job growth? >> into this number, karen, i think it's very interesting that manpower is able to power up this much. i mean, that's a very big move, $1.35 out of a $6 stock. that's a big move today. and i think similarly, a lot of folks are saying, weather -- forget about weather as far as

this report. what if they do put up a number, 250 to 300? i'm not saying i'm in that camp. but a lot of folks are buying these stocks because of the potential for outsourcing. >> i want to get your view on the stock and whether you would buy it in the after-hour session. >> i did. it sold off way too hard. >> through options? >> no. you can't trade -- i don't mean to -- you can't trade after-hours in options. instead, i bought the stock. traded down to 191. i bought it at 194. it popped, mel, within ten minutes back to 200. and it's between 202 and 205. i wish i bought more. >> you're buying this as a single-stock story. it has nothing to do with the jobs report, correct? >> right. >> i think the pushback on what linkedin means for jobs is it's a small percentage of the market. how can it be a tell for the jobs report? >> the jobs that people shop on linkedin for. the people that are using

linkedin for, like we do -- >> the services, like ism services, as opposed to ism manufacturing. >> right. exactly. that's the side i like. i don't like the manufacturing side. i don't like the mcdonald's and the buffalo wild wings side of the market. but i like the techies. dice is the number one way to play that. this is another. >> doc, thanks for stopping by. appreciate it. >> interesting on a day today when technology stocks were all over the place. twitter down 24%. yelp up 20%. a huge disparity. look at what's going on with linkedin. they guided down a little more than people expected. but on the flip side, twitter got nailed on the user engagement metric. there has to be a middle ground here. i think twitter gets overdone here. but linkedin is overdone here. >> guy adami told you to buy soda stream down 10%. the stock rebounded today. should you sell at this point? guy is phoning in. plus, the company behind the

touch-screen technology has been on a tear this year. we're talking to the ceo, coming up. announcer ] the new new york is open. open to innovation. open to ambition. open to bold ideas. that's why new york has a new plan -- dozens of tax free zones all across the state. move here, expand here, or start a new business here and pay no taxes for ten years... we're new york. if there's something that creates more jobs, and grows more businesses... we're open to it. start a tax-free business at startup-ny.com. or how ornate the halls are. tall the building is, we're open to it. it doesn't matter if there are granite statues, or big mahogany desks. when working with an investment firm, what's really important is whether the people behind the desks actually stand behind what they say.

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earnings alert with dominic chu on expedia, moving in after-hours. >> expedia is moving higher after posting better-than-expected fourth-quarter profits. they came in line slightly higher than froorecast. >> up 14%, beakers. >> just monster, monster moves. you know, hopefully you're in it. i'm not sure tomorrow morning you go out and buy expedia, up 14%. if you're long it, i'd get out probably at least one-third. at 75. >> time for today's top trades here. gm. shares seeing a nice reversal after fourth-quarter results on the top and the bottom lines. what did you make of this quarter? >> a few things. it was a good day to announce a miss, with the market up this much. and as you and i talked about, maybe a little kitchen sink quarter when you have a new ceo. but there was some noise. it was a miss. but there was a fair amount of noise in it, as well.

japan is really potential headwind there. they have some restructuring charges. i don't know if one should think about restructuring charges as a recuring item or extraordinary item. there seems to be restructuring charge. i penalize them somewhat for that. with the stock coming in as much as it has, and them still having some potential for big back end of the year earnings, i like it. i bought it. >> gm or ford, given this quarter? >> i have to buy them? i'll go with gm. >> you sound like you don't want to buy them. >> i don't want to buy either of them. we peaked out in car sales about 15.5 million. to me, that's priced into both of these stocks. this would be the wet blanket on a cold day. >> next up, sony announcing its cutting 5,000 jobs, selling its personal computer business and splitting off tv operations. >> this is one that activism was

involved in. they're going to excel the viao unit. they're splitting up the tv division. it seems like a mess over there. i'll bet you a guy like dan lobe can have better success than whoever is running the place right now. to me, the stock made almost ten-month lows right now. it's probably pretty close. this should embolden investors. >> coca-cola seeing a nice bounce after announcing its new 10% stake in green mountain coffee last night. could coke be the trade out of this news? >> it's not the trade for tomorrow. but first of all, it was a trade before yesterday because if you look at where coke has trended to. the secular revelation that coke's having trouble on their top line, this is not new news, folks. and the fact that carbonated beverages are on decline in this country. the margins they have in latin america and asia, the way

they've become a leader company. for emerging markets, if they get into k-cups and this becomes a form of distribution, they are leapfrog a lot of places where there's infrastructure bottlenecks. >> isn't there a risk that this product is not going to taste as nearly as good as any of their bottled products. so, there's a risk to their brand. >> this isn't going to move the needle this year. the acquisition was less than 1% of market cap. they go from 1.3 to 1.38. this is a free option for these guys. this is a company that people want to see as an innovator. sentiment should move this thing. but valuation, dividend yield and where this hit with sentiment, i think you jump into coke right here. >> let's talk about the turnaround we saw in soda stream, making a huge comeback after last night's initial sell-off on this news. guy adami called it perfectly ahead of today. take a listen. >> the trade, to me, is going to be the weakness in soda stream.

to me, it's going to be attractive because i think it forces them to do something. >> so, what does guy have to say about the move now? guy adami, are you on the line? >> such a good-looking cast you guys got today. what's the move? what's the trade? the trade is to stay with it. you have a huge short interest. a lot of the shorts covered. but somebody to come in and do a similar move in soda stream, would be a fraction of what coke had for green mountain. you have to be saying i don't want to see a similar move in green mountain coffee roasters. that could happen. this is a bit of a lottery ticket. but the risk/reward sets up well. although the stock was up 7% today, i say you stay with it. earnings in a couple weeks. in terms of risk/reward, i think soda's in play here.

>> guy, thanks for phoning in. >> later. >> later, gator. he says stick with this trade, despite the 7% pop. >> they spent 1.25 for 10% of gmcr. this is an $800 million market cap. pepsi could buy them for the same amount of capital. i think it's a buy, too. i would use 30 as a stop. >> what's your position on the stock now? >> nothing. but it is interesting, though. i think there's an installed base of 7 million machines versus i think 17 million, maybe, for something like that. so, it's a pretty -- >> it might be attractive to you as a trade? >> you know, having been burned, you know, i'm not raring to jump in. but i see why, you know, what guy's saying. i see the rationale behind that. >> soda stream, you can't them in the dishwasher. >> that's a big problem. >> guy would say same with crocs. coming up next, the company

behind the touch-screen technology in your tablets. the stock is up. it's the under-the-radar tech name you need to know about after this break. don't look but b.k. thinks the price of gasoline is about to creep higher. a little tell on that. guy around 2 percent 's sar to manage your money. that's not much, you think except it's 2 percent every year. go to e*trade and find out how much our advice and guidance costs.

spoiler alert. it's low. it's guidance on your terms not ours. e*trade. less for us, more for you.

let's say you pay your guy around 2 percent to manage your money. that's not much, you think except it's 2 percent every year. go to e*trade and find out how much our advice and guidance costs. spoiler alert. it's low. it's guidance on your terms not ours. e*trade. less for us, more for you. welcome back to "fast money." open table's moving lower in the after-hours. this on the online restaurant reservation service posting better than expected profits. but it issues weak outlook for its first-quarter profits. those shares down about 6%.

opened some action in the aftermarket. back to you. >> it's the company behind the way you interact with your smartphone and tablet. it's up 15% in the past month alone. symantee m synaptics ceo, is with us. >> thank you, melissa. >> what you hear about smartphones and tablets is that the market is maturing. the growth is hard to get. what are the implications for you? are you feeling pricing pressure as the prices of these devices fall? >> well, melissa, we hear about a slowing market on the smartphones. but it's all relative. the smartphone market last year was 1 billion units. and they're talking about 20% growth. that's 200 million incremental units of opportunity for us.

as a technology leader we help the phone manufacturers separate themselves from their competitors. we're somewhat insulated from that direct pressure. >> in terms of that growth number, some might push back and say the growth in the mid-tier phones are masking the growth down in the higher-end smartphones. you're better off if the higher-end devices are selling more, because that gives you leeway in placing your technology where it needs to be. >> that's an excellent point. but to us, it's opportunity. we don't participate in the mid to low end. we have solutions for that part of the marketplace. and it gives us an opportunity to continue our growth going forward. >> are there new applications that you see as an avenue for growth that you think are not touchscreens now that will be? >> well, we're seeing touchscreens everywhere. you have to get on the elevator and immediately there's a

touchscreen. the back of the taxi cab has a touchscreen. your automobile has a touchscreen. pretty much any screen out there, you want some human interface capability. so, the answer is yes. is it 1 billion units per year? no. but there's a growing opportunity there. >> i want to talk to you specifically about the tablet market. your market share is about 15%. most of that is the amazon kindle fire h.d. as we've seen in the past release, those prices have come down. isn't that the way of the future for the tablets? or do are you seeing in the pipeline a technology that will keep consumers buying and prices up? >> well, in some ways, lower prices means higher unit volume. that's not necessarily a bad thing for any of us in the technology field. again, these type of devices are something that you use on a daily, hourly basis. we should be demanding on the capabilities in technology.

and synaptics, we make the devices easier and more productive. that's a bargain, in some regards. >> in terms of the samsung galaxy s5, is your product in that device? >> we don't launch ahead of our customers. we're excited to see all of the launches that take place in the trade show in barcelona in several weeks. we're anxiously awaiting that s5 launch as the rest of the world is. >> are you anxiously awaiting that s5 launch? >> we have fingerprint sensing technology. that's an acquisition we did months ago. they have very keen interest in the latest stuff. >> great to have you with us. thanks for your game. >> thank you. >> a stock that is up 63% or so in the past 12 months. >> you mentioned the saturation of high-end. apple missed their units by 4

million. you know how many s4s samsung sold? 9 million. there's not a real great opportunity on the high end right now. coming up, the housing play that counts warren buffett as its largest shareholder. 20% gains for the year. the stock a new high today. the ceo of usg joins us live. and look at linkedin, beating the street guidance. we have the latest news fresh from the conference call. [ male announcer ] the new new york is open.

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♪ welcome back to "fast money." we're live at the nasdaq market site in a snowy times square. a big movers of the day. a big move for tasoro. at 45 bucks it starts to get interesting. if you stay tuned i'll tell you why they may be doing better. >> nice tease. >> that's a tease. >> pop for kohl's. up 3%. karen? >> it was disappointing. but not that bad. and i think we're talking about it midday. not that bad is the new flat to

up. it was up. >> pop for vodafone. up 3%. tim? >> it's difficult for to get vodafone. the company is saying the revenues are improving. they have full ownership of their subsidiary. the stock is oversold. but don't jump right back into this thing. 35's your limit. >> and a pop for triplet hubs. this week, a zoo in poland welcomed the arrival of three white lion cubs. this is not only rare, it's a medical marvel. female white lions usually reject their cubs. these lions are one, happy family. >> they reject their cubs? >> a tough love sort of thing. >> that's not nice. what would orca say? >> i'm not dressed like the animals tonight, thank goodness. >> sort of. karen is. a little bit of a lion top. it's beautiful. >> sprint and t-mobile down 7%

after hopes faded. some traders see more pain to come. dan nathan made his way to the smartboard. >> these two stocks, like you said, down 7% in a very up market here today. you know, option valiums were really hot. and t-mobile got daily volume. and sprint, four-times average daily volume. i think investors are positioning around the potential for a bid from sprint or t-mobile. there's ability to get financing. let's look at options activity. quickly, t-mobile today, someone sold 20,000 of the 34 calls to close. that's closing a bullish bet. the one i want to focus on is in sprint. the stock is down 26% year-to-date. that includes today's decline. there was a buyer of 50,000 of the march 7 puts. when you look at the chart, this is interesting to me.

you look at the ramp at the end of the year. there was a lot of speculation about consolidation in the industry. and the stock ran into year-end. now, it's been a one-way street down. this trader is looking for protection or a bearish bet, down to levels that the stock isn't seen for over six months. for me, this is not the sort of premium you want to buy. look at what it did to the price of options here. it jacked it. you want to be selling options, i guess. sell puts against it. if you're long, take in some yield. >> more "options action" tomorrow. check out the website. the linkedin earnings call under way. >> the q&a period just kicked off with a question from analysts about the company's guidance. asking if they were being conservative. of course, it was that weaker-than-expected guidance that did send the stock lower after hours. but jeff leader said in response, what's going on right now is linkedin is investing

over the long term. there's a number of things they're focused on this year, like growth in china. hiring a lot of new people. they plan to expand their sales force by 30%. investments will have long-term implications but won't necessarily see revenue over the next 12 months. listen to what he had to say. >> the multiyear initiatives include, the extension of a publishing platform. material increase in the volume of job opportunities in linkedin. and with the acquisition of bright, improved relevance of those opportunities. ultimately, our members don't need to find jobs. the right jobs will find them. >> the idea of linkedin as a news publishing platform. the fourth quarter was the first quarter that sponsored updates. a new advertising format. they're pleased with those

results that are responsible for 13% of the marketing sales. it's new initiatives like that are helping to grow some of the smaller businesses, while they focus on growing their core business. i'm going to tune back in and let you know if there's anything else exciting on the call. >> you saw the after-hours chart. down 8%. is there an opportunity here? >> i think the opportunity is to sell this. sell it right here at 205. i know everybody else likes it. but they're starting to change the company and the way the company is going longer-term. that's fine. but investors aren't going to like that. still ahead, we're trading your top tweets. plus, one company's earnings report is pushing the housing sector today. and warren buffett is the largest shareholder. we talk to the ceo, next on "fast." [ indistinct shouting ] ♪ [ indistinct shouting ] [ male announcer ] time and sales data.

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if yand you're talking toevere rheuyour rheumatologistike me, about trying or adding a biologic. this is humira, adalimumab. this is humira working to help relieve my pain. this is humira helping me through the twists and turns. this is humira helping to protect my joints from further damage. doctors have been prescribing humira for over ten years. humira works by targeting and helping to block a specific source of inflammation that contributes to ra symptoms. for many adults, humira is proven to help relieve pain and stop further joint damage. humira can lower your ability to fight infections, including tuberculosis. serious, sometimes fatal events, such as infections, lymphoma, or other types of cancer, have happened. blood, liver and nervous system problems, serious allergic reactions, and new or worsening heart failure have occurred. before starting humira , your doctor should test you for tb. ask your doctor if you live in or have been to a region

where certain fungal infections are common. tell your doctor if you have had tb, hepatitis b, are prone to infections, or have symptoms such as fever, fatigue, cough, or sores. you should not start humira if you have any kind of infection. ask your doctor if humira can work for you. this is humira at work. a developing story now. a guilty verdict in the matthew martoma trial. kate has reaction from the courthouse. >> thanks so much, melissa. i'm standing right in front of the courthouse, where earlier this afternoon, matthew martoma was convicted on three different

counts. one of conspiracy to commit securities fraud. two of securities fraud, that carries a maximum prison sentence of 45 years. yet to be determined, though. he stands accused of averting losses to the tune of $250,000 in the largest insider trading scheme ever charged by the government. the government has a spotless track record for the last four years in terms of these insider trading cases. u.s. soren for the southern district, having 79 cases with either successful convictions or guilty pleas related to insider trading. nine of those are people who at one time were affiliated with s.a.c. and martoma being the ninth in this case. one interesting thing at the end of court proceedings today on the courthouse steps, there was a bit of a scuffle that emerged between a lawyer on the martoma defense team and aggressive photographer. the lawyer was eight months pregnant, trying to fight off this photographer, as he was attempting to get a shot of martoma and his wife, who were understandably quite distraught

about the proceedings. things settled down. but it was a dramatic day inside the courthouse and out. >> thanks for that update. kate kelly has been following this trial since day one. warren buffett's housing bet seems to be pieing off. usg having its best day in two years. joining us in a cnbc exclusive, jim metcalf, chairman and ceo of usg. great day for the stock. a new high today, up 17% so far this year. the analysts like the volume as well as the pricing trends. you sound optimistic about 2014. what's going to continue to drive those trends in 2014? what part of the business are you seeing the most growth? >> we're very excited about the future. and our hat's off to the entire organization throughout the usg world. about 2013. we're looking ahead. we've created our own recovery. we went through a tough four years. and we took some decisive action. focusing on innovation.

and really on our operations. we're looking ahead to 2014. this is not just a housing play. housing is only 25% of our business. we're in repair and remodel, which is half of our business. and we're bullish on the repair and remodel sector of our business in 2014. >> look at the housing boom and how many years ago it was. is there a cycle where those houses that were built must now be refurbished and renovated? so, that's upside for you in 2014. >> we think that's part of the story. also, people feeling better about the equity in their current houses. our products really work well in fixing up their kitchen, their baths and their basements. also, they're look at the housing stock out there. the new housing stock is quite low. a lot of people would prefer to stay in their homes, do a remodel and use our products. what i like to say, usg provides shelter. it's where people live and work and play. the repair and remodel sector is a really important part of our

business. >> we've seen a surprising move in rates this year, with bond yields where they were when the fed started tapering. does that help your business? >> you know what? the bond rates are separate from our business. we really look at the overall demographics. if you look at housing, the overall demographics for housing are about 1.4 million starts long-term. right now, they're building about 1 million housing starts. we're looking at the repair and remodel sector. we look at the overall demographics. the market is still growing. people are still having babies. and they have to live somewhere. so, we feel that regardless of where the rates are, we feel that the underlying macro economics are exciting for growth. >> warren buffett is the largest shareholder in your company. 25% stake. do you talk to him often? does he have input on the business? >> warren is a wonderful shareholder. he's been supportive, as all of our shareholders have.

he gives wonderful advice when we ask him for it. but all of our shareholders are supportive. and we feel we've turned the corner of having first-year profitability in seven years. we lower the break-even of the company. we've innovated new products. we've created value for our customers. hopefully all of our shareholders are pleased with the results they're seeing. >> jim, great to see you. thanks for your time. >> thanks so much. >> jim metcalf, ceo of usg. let's trade this. it's interesting that there might be an echo boom is the word that comes to mind. but the brand-new houses built during the housing boom might have to be renovated. >> there was also a bit of a bounce after the crisis, too, because inventories got wound down. usg is a terrific story. i'm looking at this relative to home depot. home depot trades around 18-times, 19-times.

it's cheaper than usg. and that's more attractive. >> b.k. has a special place in his heart for usg. it was a great performer for 2012-2013. and jim has done a great job turning around this company. they had very tough times. on a levered play on r&r and housing, this is where you want to be. >> mr. bear likes the housing at a five-year high. >> at a 10% spike today. >> operating leverage? when you say leverage? >> leveraged in terms that the company has changed. they cut all their costs. you think housing is going to get better and this company will benefit from it. >> got a market flash. this time on ariad pharmaceuticals. >> it's up 6% in aftermarket. this off a report is actually looking to seek board seats for

ariad pharmaceuticals. it has counted a shareholder since back in october, that sarissa has made. this kind of board seat approach to this, which again reuters are reporting, is what's sending this stock up in the after-hours session. melissa, back to you. >> thanks, dom chu. we've been getting ready for the olympics all week on "fast money." here's a sneak peek of our warm-ups. we'll have that after the break. n access a philly cheesesteak anytime, day or night. just like you can access geico anytime, day or night. there is only one way to celebrate this unique similarity. witness the cheesesteak shuffle. ♪ cheesesteak, cheesesteak ♪ ♪ it's the cheesesteak shuffle! huh! ♪ ♪ every day, all day, cheesesteak, cheesesteak! ♪ ♪ every night, all night cheesesteak, cheesesteak! ♪ ♪ 9 a.m. cheesesteak! ♪ 2 p.m. cheesesteak! ♪ 4 a.m. cheesesteak! ♪ any time (ruh!) >>geico. fifteen minutes could save you fifteen percent or more on car insurance. can you start tomorrow?

yes sir. alright. let's share the news tomorrow. today we failrly busy. tomorrow we're booked solid. we close on the house tomorrow. i want one of these opened up. because tomorow we go live... it's a day full of promise. and often, that day arrives by train. big day today? even bigger one tomorrow. when csx trains move forward, so does the rest of the economy. csx. how tomorrow moves. we know we're not the center of your life, but we'll do our best to help you connect to what is.

>> was guy doing push-ups on his knees? >> yes.

>> guy was actually sneaking them on the knees. i was clapping. >> on the knees. this is going to be cool. usually, at 5:00, during the olympics, it's the home of curling. for the next two weeks, we're going to be on the website. check it out. cnbc.com, 5:00, same time. got a lot of cool segments. it is unsensored. >> and if anybody remembers the web extra, we'll remember that on the web, we were not afraid to give you insights. >> pushed the envelope a little bit in that half hour. sure, absolutely. >> going to be fun. >> grasso told me last night that he was a little sore from his workout. >> where was he sore? >> i didn't -- >> let's not ask. leave it at that. >> save it for the web show when we're unsensored. >> we have the latest out of lipper. investors pulled $20.9 billion

out of mutual funds and etfs. it is lagging next week. and depending on what the jobs number is. >> it's lagging. but you look at stocks and look at technical levels. things were oversold. it explains the bounce we had. and i think it explains -- i'm not brian's bear suit holder. but i think you have to be careful about getting a bounce here. i think it's way oversold. >> could your local price at the pump be about to move a lot higher? b.k. is looking at one commodity that might be the tell on rising gas prices. >> this is an obscure commodity of the day. last year, remember what happened was, we hit what's called the blend wall. all of the ethanol went into gasoline. and people had to buy the ethanol corrects. and you saw them spike up. when those spiked up, you saw gasoline spike up almost 20% in three months.

the same thing is occurring this january that it did last january, where you're starting to see the ethanol corrects come up. the epa is talking about encouraging more biodiesel. if we hit that blend wall, people will have to buy these and then gasoline should follow. there's different ways to play this. you can play it via ethanol. i'm just long gasoline. >> this gets back to what we were talking about yesterday. and that's pain for the consumer. they're feeling higher heating bills. and you're saying the gasoline bill could be higher. >> yeah. you're going to have higher gasoline bills, as we go into the summer driving season. the way the market works, the energy markets, they're going to start talking about the summer driving season. and i talked about tesoro might be a buy. >> this one's for beakers.

about energy. what do you think about chesapeake's energy situation looking out a few quarters? >> i sold natural gas today. i think we have a big spike here. i would not be inclined to be buying chesapeake or any of the names right now. i might even be the summer before i'd get back into this trade. >> this is for dan. solar city. how should i trade it? >> carefully. the stock's up 21% year to date. more than double last year. to me, a high short interest. over 25% short interest. obviously, elon musk owns a huge chunk of it. to me, i think this is a trading stock. i do not suggest to anybody to own a stock like this. they report in a couple weeks here. and it's been very volatile around earnings. i would trade it short-term. >> have you been active in the stock at all? >> it's a tough trader. in the options market, implied volatility is high when the prices of options are high. it's wide. it's a tough thing to trade.

>> tim, soft bank on this pullback as an ali baba play. >> i bought yahoo! this morning after selling last week around 39. i think some of the people have forgotten what's been a massive japan sell-off and risk assets sell-off. when you look at the move in soft bank, you've gone down to 7,300. this is a great place to buy it back. >> looking at yahoo! are you looking at it as ali baba plus yahoo!'s core business? >> i'm looking at yahoo! i'm looking at yahoo!'s entire core business as an option. an option that we saw last quarter, is not necessarily clicking on all cylinders. but to me, i have an open time value on that. i have an ali baba valuation i think is being undervalued here. >> karen, what are your thoughts on citigroup currently? >> citi has had a painful run the last few weeks. the markets traded down.

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compelling. >> nike oversold. i am taking a shot on the long side using 70 on the stock. >> i'm melissa lee. thanks for a shot using 70 as stock. >> see you back here. meantime, "mad money" with jim cramer starts right now. my mission is simple -- to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. 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, but i want more days like today. my job is not only to entertain you but to educate you, so call me at 1-800-743-cnbc. on a terrific day for the averages, where the dow climbed