food challenge worldwide. this was an insect-based ecosystem. >> eating bugs. i'd do it. >> ahmad, thank you. huge congratulations to all of the finalists. we'll wait and see who walks away with the big prize. "fast money" coming up in a few moments. melissa lee, over to you guys. "fast money" starts right now. live from the nasdaq market site in new york city's times square. i'm melissa lee. tim seymour, brian kelly, steve grasso and dan nathan. the correction is coming. we heard warnings from some of wall street's top money managers. but no one seems to know when it will actually hit. the market showing resiliency today, with the dow coming back from a triple-digit deficit earlier in the session. investors can't sit around and wait for the pullback. what do you do with your money until then? it seems like people don't want to miss the rally. >> seems like every rally is the reluctant rally.

to your point, clients feel as if everyone thinks we should be down 3% to 5%. everyone's waiting for this, i don't want to buy the top mentality. i want to scale back. i want to taper my portfolio myself. but it's every negative headline that's been out there. >> take a look. you enter the session today. you had geopolitical uncertainty in the ukraine. the data in shanghai. and we finished okay on the day. >> the numbers out of china were awful. you have to believe there was something wrong with these numbers. minus 18% on exports up 7 1/2%. we worried about china. we worried about their credit default. the geopolitics people are under estimating. i've been someone trying to tell the other side of the story. why i think russia is as concerned as they are in the region. why they've done some of the things they have. we may have a vote on sunday of this weekend, where these guys

decide to secede. russia acknowledges it and annexes that. when you look at the markets themselves. look at volatility. look at european volatility. the divergence is very telling. that's gone up and maintained a level since last monday. in the u.s., we've gone down every day. and you should not be complacent in this market. some of the things we're doing is not selling the farm but hedging the book. iwm, the russell. and the all-time highs are just off of them. there's no reason why you shouldn't pick levels with the stocks to short these things. stop yourself 3% from here. but to take a chance on geopolitics right now. and i don't think china is going to blow up. look at where the credit markets are, and in this country, you have to be hedging your book here. >> you had a bear suit on for quite some time. and it's probably getting warm in there today. >> a little snug. i've been wrong. along with everybody else. you do a couple different

things. you don't go all-in here because we're at such highs. but today is a perfect example where you could be setting up for a blow off top. you had every reason in the world, like we talked about to sell off. it didn't -- nobody can explain it. now, if the market does start to take off, you're going to have people chasing it. what do you do? i've been looking for names that maybe a little unusual for me, but are down 10%, 20%, in the last couple days. and you buy into them small. you try to get good prices. or you get into names that don't have a lot to do with geopolitics or anything, whether it be china or what not. >> if you're buying stuff -- you're buying, say, resources or things that have been knocked down by china? >> i don't even know what -- i don't know who is sitting next to me. i have no idea. >> are you serious? >> i'm buying fireeye. it plays into the -- >> that's 400-times, 500-times

earnings? >> the only value i'm worried about is what someone's going to pay for it. >> what's the next thing you're buying? >> and you bought tesla. >> i bought tesla. just before the close today. >> what is going on here? >> i don't know who this is. >> tesla down 20% over the last couple days. and you have fuel cell stocks going crazy. >> i'm with these guys. it feels like it could go either way right here. that 1850 mark in the s&p, doesn't feel like we want to go below it. i was talking before the show. look at the nasdaq 100. a lot of people trade this thing. the top five holdings. they're names you know very well. apple, google, facebook, and microsoft, one other i forgot. oh, amazon. they make up 34% of that index. it's amazing. you look at those five names, one of them is driving the train. facebook up 30%. and google up 8%. and the rest are doing a whole lot of nothing. that thing is going to go one way or another, very soon. and i think that's the way the

market is going to go. >> who is sticking by the correction is coming? who is sticking by that prediction? >> i'll stick by it. it's a matter of time. it's useless unless we know what the time frame is. b.k. has been wrong. >> there is a correction coming. china's credit bubble is going to blow up. is it going to happen tomorrow? it doesn't look like it. that's not very useful for trading. >> what is getting in the way of this correction are the stress tests that are coming up at the end of march. a lot of guys -- what is it about? what is its gauge. it's financials. we thought there was spotty weakness in the financials. we thought there was going to be breathing room. and it starts ticking back up. i'm double long in that position. >> you talk about the bags. the environment is very bad. q1 is bad. q2 is not going to be any better. if we get in a situation where the calendar slows down, this could be an ugly year for the bags. >> it's been five years since the market low.

and things are looking a little toppy here. when the decline comes, it will be swift and fast. joining us is the president of fleckenstein capital. when do you think you're setting up the short fund? >> probably in the second quarter. >> what will happen in the second quarter to do that? >> i will be ready for when it's time to get short. i don't know when it's going to be time to get short in the second quarter. i want to be ready for when it's time to be short. no one has seen what we're going through now, with the montization that the fed is doing. there's no way to say when the market is finally going to go down. the s&p, basically, and the fed, a game of chicken going on. i have no idea. the fed's going to win. they have tapering inle the market crashed. when the market crashed, and the fed relents on tapering, we'll see if the game's over for real. but between here and there, i

mean, it's impossible to know what's going to happen because we have massive speculation. and the fed's printed so much money, it can go anywhere. >> bill, it's tim seymour. how can you know even in april. i know you're not putting a date on this. but now do you know it is time that the market is broken. you dive in and -- i'm not saying this is how you play it. you're at least articulating a view that it's not time yet. when is it going to be time? and why? >> when the bond markets take the printing press from the lunatics of the fed, it will be time to be short. you can be short and aggressively short. that's not going to be a black and white moment in time. it will be a gray area if we work up to that. but the first break in the market, i don't care about. when the market finally breaks because the fed's tapering, i don't care to catch that. i waited five years for this. i can wait until i get exactly what i want. and that's what i'm waiting for. >> the second quarter is around

the corner, bill. what areas of the market are you looking at? >> i don't have that many candidates. there's tremendous amount of speculative lunacy. but by the way the game is played, they have to mix numbers and all that. i don't see a compelling case short right now. i think the market could break a whole bunch. but that isn't when you should be short. i don't have a feeling i have to do something every day. i don't feel any pressure. i'm going to wait for what i want. if i don't do a trade for four, five months, i don't care. >> i get that. if you are looking to deploy, there must be areas that are looking bubbly now. >> you can't make money being short if you don't have catalyst, i.e., companies with missed numbers. you need a reason for people to sell stocks. and we've been in a money printed oriented environment like this. i know names i would like to pick on.

but i don't start to think they are going to have problems, i'm not going to get short and try to call it. >> great speaking with you. thanks for your time. >> fleckenstein capital. >> he mentioned tech. there are companies missing earnings. apple, google, amazon. when you look back to the playbook from 2000 and 2007, were those upward earnings revisions. and the companies started to miss. and like he says, you pile on. and you ride that train for a while because it's been a momentum game for years. but once the earnings estimates start coming down and the companies start missing them, it's over. >> a nose bleed evaluations in technology, citing netflix and your long, tesla. this is a relate-respected value investor. tremendous success with deploy. not much cash out of his whole portfolio. >> and he's never going to buy a name like tesla. unless it completely falls

apart. a name like tesla, i'm trying to catch the last momentum. if we get this blowoff top. if today was a sign that that's going to happen, you want to be in a momentum name like tesla. you have catalysts like the fuel cells, like the plug we're going to talk about, that are up 30%, 40%. if you believe those are doing well, some money should come to tesla. >> he makes a good point. he's talking about stuff that fleck's talking about. i didn't mention this before. i think this is the big problem. you have rates that are too low. you have a yield compression because of the fete. i don't know why you're reaching for the highest momentum names, the highest valuation names at this time of a rally, when everything else says to be cautious. and that's how i'm playing it. >> let's get to a news alert here. dupont, let's get to courtney reagan at headquarters. >> dupont putting out a note.

it's standing by the four-year outlook it had given, the first quarter and revenue growth will be, quote, challenged by extended cold temperatures and winter storms, as well as business kiss disruptions in ukraines. right now, the company is reiterating its bullish outlook. >> interesting they're citing the ukraine, what's going on. we're seeing it. that's part of a warning. >> and from a trading perspective, more interesting is that dupont is the fourth-largest holding in the xlb. go after this stuff. it's trading at levels that materials are going on whatever. you should be cautious on materials here. thursday, all-time highs. through 2008. >> all right. one sector that is seeing growth, fuel cells, that b.k. mentioned. those stocks rising more than 100% in the past five trading days. is it too late to buy in? and the company behind the best smartphone, htc is

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today's top trades here. fuel cells set to report earnings tonight after an 11% jump today. and this whole sector on fire. at least doubles. >> it's insane. if you look at fuel cell, it's at 94. ballard, with mixed results. you look at the options market, they're going to make a 19% move. this is not a way i would be jumping into this thing. even though this has been, on some level, taking the power out of solar stocks. that's right. we do that here, too. if you have an opportunity to buy these things, i think you wait. >> the news today, the d.o.e., the department of energy, awarded a fuel cell contract. six walmart distributors. and ballard power presented tonight. they supply batteries to plug. >> these things have gone nuts.

>> baty. >> and back to my bear suit roots. you've been -- >> i thought you were going to say you were long them. >> no. >> i don't know what's going to come out of your mouth. >> this is why i bought tesla. >> tesla's a battery play. >> it's down 20%. 20% in the last two days. it's a battery play. if you believe these guys are going to continue to get contracts, why wouldn't tesla eventually get some of that money? again, this is a trade. i'm not going to be in tesla for the rest of my life. but down 20% in this market, i'll take it. >> elon musk, very critical of the fuel cell. facebook hitting new highs. trading 72 bucks a share, after ubs raised its price target. instagram, signing a huge ad deal with omnicom. >> this is a name, facebook, i had wrong -- almost from the beginning. i said, if you buy it, put it in

your drawer and leave it alone. then, i thought you might want to short it. that didn't work out. what i did today, on this news, you think i'm crazy. but i bought twitter today. everybody and their brother -- i know. it's crazy. around 50 bucks. everybody said, once it comes down to 50 bucks, buy it. it's held there. >> i agree with you. isn't instagram becoming the ali baba of yahoo!? the paypal? >> you don't have to buy facebook, either. >> you have somebody about facebook right now, all they say back to you is instagram. >> you're arguing that facebook's core business, which is facebook itself, is -- >> dead. >> and instagram is the ticker. >> totally. >> really? >> yep. >> dan, do you agree? >> i think the app thing is more important. they're developing a sweeter properties they think is going to be for the next ten years. the current business is the last ten years. it's going to be at base and more mobile.

boeing, the jet linemaker has discovered cracks in the wings of some of its 747 wings. the company is taking steps to correct this issue. >> boeing had a bad weekend. they lost a plane, a 777. and this crack issue, this is reminiscent of some of the things with the dreamliner, right about this time, when the stock actually doubled. the company is going to probably do whatever they need to do to make sure that the planes are safe. and it's going to be back to safe flying. but the thing about boeing is, the stock has underperformed. here's a company that did disappoint. >> what time frame are you saying underperformed? >> this year. down 7%. it hasn't gotten back. new all-time highs this year. the stock had been range-bound. it broke down today. down almost 3% at one point. it made back a lot of that. you want to see this thing continue to consolidate before you get back in. at some point, the news flow, if

the 787 wing issue causes a hiccup for deliveries this quarter, you have to guide down l lower. >> you have to be careful buying boeing. coming up, the bit gets a large endorsement from a supersized celebrity. and htc is betting that its newest phone will steal share from apple and sam hung. the ceo joins us live in a few moments.

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look at apple and samsung. htc has both of you in its crosshairs. the mobile is announcing a big release for march 25th. let's bring in the president of htc america, jason mackenzie. great to have you with us. >> thanks for having me. >> what can you tell us? is this the phone? >> i can't tell you what the phone is, is or isn't, depending on what you're showing. we just had the htc one, was just named the smartphone of the year for 2013. and so, i appreciate you mentioning march 25th because it's really a case where the best is about to get better. >> i do want to ask you about the htc one and what happened to mobile world congress. there's so much images of this newest phone that's going to be launched march 25th that's been leaked. does that steal your thunder? the video that we're showing is the video that was put on youtube.

and your senior global online communications officer went on twitter and had an adamant response to it, saying there could -- implying there could be legal ramifications posting it, which implies that maybe this video is right. that it is the phone. >> you know, here's the deal. i mean, we're fortunate to play in this arena, in terms of mobile, where there's so much interest. and it's humbling that customers are excited. and that's reflected in people, you know, leaking product or not leaking product. talking about it, anticipation. for us, a leak is never good. but you know, what it is a good indicator of is the excitement around customers wanting something different. and that's what htc is about. and we really believe that, hey, we're in a situation. we have the best smartphone on the market today. and it's about to get better. i would encourage you and the viewers of this program, to tune in march 25th because the best

will get better. >> you're not going to say anything about the video or the photos we pulled off of the chinese microblog. you're giving me nothing, jason. >> we never comment on rumors and speculation. >> let's talk about the newest phone. the phone was -- what was the phone? the best phone? >> smartphone of the year. >> smartphone of the year. >> most loved works, as well. >> but your market share is on the decline. it fell to 4.5% last year. how do you view market share? do you think being named smartphone of the year will get back some of the share you lost? >> first and foremost, we have to deliver great products. that's what htc is all about. that's what our customers love about us. the fact we deliver innovative products that are ahead of their time. we do it with a great design. you pick up htc phone versus a

competitor. it's comparing a rolex to a timex. people are familiar with the franchise, the new brand we're building up. we have strong partner support from all the carriers and retailers in the u.s. so, we really feel like we've got a strong plan to take our next flagship extremely successful with our customers. >> have we seen the trough when it comes to market share? you can have a rolex and it doesn't make a difference if the timexes are outselling you. >> well, you know, unlike some of our competitors, who really focus on mass marketing, we're really -- we pour our soul into our phones. and so, we believe that at the end of the day, if we deliver a great product that's innovative, you're going to feel proud to actually put down at the table at the restaurant or the bar. and it's going to be buzz-worthy. people will ask what is that? that's what we see starting to happen. the market share and all that will take care of itself.

we're doing one more thing that -- another thing, which is superimportant. not only focusing on a great flagship, which we will deliver. but bringing that experience, that premium experience down in the new categories in the mid-tier and the prepay. those are customer, we haven't addressed in the last few years. really haven't -- a great flagship with a broad portfolio. it will help us tremendously in 2014. >> 2014, is that the turning point for you guys, in terms of turning this around? turning the decline in market share around? htc one -- >> it's important to put it in perspective, right? we're a relatively young company. about 17 years old. out of the 17-year history, we've had only one unprofitable corner. that puts us in rare company with a few other smartphone brands out there. if you walk around our office, you're going to see optimism. excitement about what we have

coming on march 25th. and what's going to come following that. >> thanks. great to speak to you. jason mackenzie, president of htc america. deutsche bank, saying the back end could help in the emerging markets. >> where do you they want to be? the phone for the world is probably not the phone for the united states. and what's important for htc is what they're doing out of this company. they're making a phone that can compete. i would rather own samsung. and i think samsung is cheap at these levels. >> i give them a lot of credit. they're going after that high-end. the phone for the world is not the phone for america. that thing is d.o.a. in america. >> that's the smartphone of the year. >> i think it's of like the technophiles. and they're choosing between android phones.

they made a decision to not go with apple. >> you look at the other phones. i agreed with you months ago. i still can't get off the iphone. i want to be in a samsung. i can't get off the iphone. once you cut the attachment to this, you're open to everything. >> you need an intervention. >> this is not going to send the market share issue in north america. >> real quick. i think he's the john ledger of t-mobile. he sounds like him. he's forcing the bigger boys. if he creates a better product. start to look at apple and samsung in margins. they may have to decrease their margins, based on what htc is doing. >> david favor sits down with the chairman and ceo of soft bank. hear what he says about the global wars. is dennis gartman making big moves to his trade. find out what he's doing next. and it's been a huge ride for the 3d printing trade.

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welcome back to "fast money." we're live at the nasdaq market site. china with disappointing data this weekend, putting copper leading the way to the ground, falling almost 2%. is it headed even lower? with us now, the editor of the gartman letter. dennis gartman. >> good to see you, mel. >> what's next for copper? >> i bought gold and i sold copper. i'm a buyer of one thing and seller of something else. commodity traders are spreaders of one thing or another. i bought gold, i sold copper. expecting to see weakness out of china, and worried about the default that everybody was talking about. i don't think that default by one small company was the material. but everybody else seemed to think so. and i was willing to make a trade predicated upon it. copper went into a freefall.

we got an obscene number. it's amazing how many commodities will fall to a huge figure. we had copper trading with a big two handle. i said i'm going to unwind this trade. any bounce that we get, if we get a rally in copper, i'll probably come back and sell it again. i think copper is weak. i've gone to the sidelines. egregious nature of the sell-off in the past four or five days, enough said. let's go to the sidelines for a while. >> it's b.k. i'm with you on the copper trade. i'm short copper. we saw some terrible numbers trade deficit out of china. how much of that do you think is an unwinding of the overinvoicing, which is part of the copper shadow banking system? >> you're not going to like what i'm going to tell you. you're going to see china running trade deficits for the next several years. we're going back to trade surpluses in the next couple months. but you have to get used to the

fact that china, predicated on the fact that the chinese government has set over the last decade, it creates a consumer-driven society. it's moving in that direction. per capita incomes are rising. they're not going to be able to produce all of the goods and services they're going to mandate. and i think people will be surprised how many times china runs enormously large trade deficits. it will be a problem for our budget here in the united states. they won't have the sums of money to buy our debt. but i think the trade deficit was something that derived out of the problems with the chinese new year. but don't be surprised over the course of the next three, four, five, ten years, when you see china running enormous trade deficits month after month, as they become a consumer-driven society. >> given the way china is down, what is the implication for the oil trade? >> i'm bearish on crude oil. i think crude oil wants to go down a long distance.

>> are you short? >> i am short. and went home short tonight from my own account. i'm long stocks and short crude oil, one against the other. and feeling relatively comfortable about it. especially considering the way the stock market closed better than anybody else. and the front months losing relatives to the back months. i think that's going to continue. and when you see the front months of a futures contract lead on the way down, that's telling you that that market's heading lower. >> dennis, great to see you. dennis gartman of the gartman letter. dennis is on the sidelines. copper, long stock, short crude. >> side stay short the canadian dollar is what i'd do. when you look at policy, some of the macro, this is a place i want to be short. some of the moves in the minors are way over done. we're about to talk about one of them. i think cleveland cliffs is a place you start to nibble here. but this is a range trade. this has been trading between 16 and 26.

i'd start to nibble. >> is long stock, short crude a sustainable position? >> it is -- >> the economy's better, et cetera. >> it is if you believe that we have a surplus of crude. and that the gdp numbers out of china aren't going to drive crude anymore. what's interesting about crude today, there was an oil ship seized in libya, didn't move crude whatsoever. i would agree with dennis. >> shares of freeport mac as copper fell. dan nathan is at the smart board. >> they see more volatility. we're going to talk about this name right here. pretty hot. two-times average daily volume. i want to talk about the two most actively traded option contracts today, where the april 33 calls and the april 31 puts, i think option traders see this possibly breaking in either direction. but when you look at the chart here, it's interesting. you can see what they're seeing here. that move, copper had a huge move in the last week here.

we'll look at freeport mcmoran. it's down about 7% in the last few days. it broke some really important sec cal support. and now, what we have here, we have a situation where, you know, there's just tons of room down here. i think you want to eye this previous low. it's about $30 on the down side. but the way option traders are thinking about this, looking at implied volatility, it's not that high yet. if they want to make direction bets, they want to make options with defined risk. >> one thing that people are missing, freeport is not a pure deal. on some level, knocking this stock down as much as they have, is an opportunity with some good ideas. >> watch more "options action" on fridays at 5:30. time for pops and drops. big movers of the day. a pop for uri. united rentals. >> they're going to start selling or renting drilling

equipment here. this is a name i would take my profits in. >> drop for vip. >> what goes up must come down. when you file a registration, you could be listing securities when your stock has gone up 80% in the course of five days. this worries investors. chinese internets are very frothy but interesting. and the weakness, not in this one but in others. >> pop for chiquita brands. >> i they are the largest banana company in the world. >> love bananas. >> how can you argue? >> is the company appealing? >> oh, that's awful. >> closed right at $12. you want to see it hold this $12 level before you get in. >> keep it on the rails. drop for cardboard sleds. with winter coming to a close,

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welcome back to "fast money." boyd gaming surging. it's a hedge fund run by paul singer is disclosing a new stake in the company. shares up 8%, after-hours on this new disclosure. >> thanks a lot, courtney reagan. where do we go in the gaming space? >> you know the way i play

gaming. it's las vegas. i like las vegas. i like win. if i had it, if i was forced to choose, it would be las vegas. >> i'm short a couple of the games. but intel is a name i've loved. but it's not a major short. but it's a stock that can be short for 15%, 20%. >> i'm for the buzz kill. 3d stocks, the article questioning valuations across the board for the space. one hedge fund manager saying 3d systems, ddd, could fall 80%. >> i think this is something that we've had a couple guests come on and talk about. this space got way ahead of itself. now, in the long run, i think there's a lot of promise here. you have to spread your bets across them. >> i knew you were going to say that. >> well, i trademarked it. >> if i had a nickel every time you said that, i would have at least a dollar. >> this is a sector i haven't gotten into. ddd is down -- >> gotten in what way?

>> the valuation doesn't -- they could never grow into valuation. ddd had a $9 million market cap on 5 million in sales. there's no acquire for a company trading at 15-times sales. what do you do with it? >> and a company through all of the acquisitions creates a freeding frenzy when there's no one else left. >> the stock of choice has been stratasys printers. they're using stratasys printers. but the other way to play it, before you ask the question, is hewlett-packard. >> who can they buy now? it does matter. hewlett-packard is not going to pay to the moon for something. >> no one has the ability to watch the volatility. >> don't you admit, as 3d printing stocks go higher and higher, and valuations go richer, it's harder for

hewlett-packard to make a deal. >> why do you think they have to buy somebody? huge. huge. >> wow. >> r&d on the street. it's unrivaled. >> now they've come down, maybe hewlett-packard is an acquirer here. apple doing something it has never done before, making an appearance at south by southwest, with its itunes festival, with coldplay, imagine dragons and pitfall. what's the reception been like, katie? >> the session's been great. it's been -- there's a lot going on. tons of people here. and there's been a lot of new trends that they've been talking about. it's been very exciting. >> in terms of apple, why do you think apple is there this year? >> apple, well, if you think about it, they've been -- there's always been people from apple at south by southwest. but at this convention, this is our first time to bring the itunes festival. that's what's really new. they've done this in london before. they've done it since 2007.

there's so much attention on this event. and it's a really good marketing strategy for them. it's going to give them exposure. it will make it the biggest hit this year. >> how hard are they going after the marketing span? what's your impression on what the festival is like? >> well, i think when it comes to the marketing aspect of it, all of the companies are doing this. they have a lot of competition. they're up against google play and spotify when it comes to streaming content. and for this festival, you can only access it on an apple device. they have an edge with that. and they're bringing big names. and this event is getting attention. it makes it the hottest ticket in town. >> cadie, thanks for joining us. wearable technology is one of the hottest topics at the festival. a huge endorsement from a well-known man. take a listen.

>> my goal is 10,000 steps. one step, i can see my feet stepping. it gets me back into great athlete mode. if i do a lot of stuff doing the day, and let me look. 4,000 steps. it's almost 12:00, i got work to do. it forces me to get on the treadmill. >> i'm sorry. >> josh and shaq are the same height. some people didn't know that. >> shaq is a huge man. okay. he doesn't have a deal to endorse wearable technologies. >> and talk about a large endorsement. this is a guy, i believe, is straddled the role between sports athlete and pop icon and people actually listen to him. he's a cool cat. and josh better be careful. >> how do you play wearable? the best way i play is qualcomm. you can play with intel. you have to go instead of betting on who has the best wearable device, you have to see what guts are going to be in

every device. and the odds favorite that qualcomm will have a huge footprint there. >> huge. >> tomorrow, shaq will have a deal. i guarantee you. he's not just wearing it for free. tomorrow, we'll find out who is he endorsing. and that's who you buy. >> 4,000 steps by noon. look how big that guy is, wow. >> i have a feeling, as it comes to wearables, we haven't gotten the first pitch in a nine-inning game. people are talking about watches. they're talking about fitbits. i think it has nothing to do with google glass. >> it's medicine. >> and nike, too. >> these are guys that people can live with a playable there. >> jim cramer is out on a boat. coming up next, we'll drill down on the energy trade. stay tuned. ameriprise asked people a simple question: can you keep your lifestyle in retirement? i don't want to think about the alternative. i don't even know how to answer that. i mean, no one knows how long their money is going to last. i try not to worry, but you worry.

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we have an earnings alert on urban outfitters. >> urban outfitters, a mixed fourth quarter. beating consensus on the bottom line. short on the top line. shares moved higher before retreating. investors encouraged by the 20% same-store sales growth. 10% growth at anthropology. the largest chain, down 9% year

over year. the ceo issuing a light warning. saying customer reaction to spring merchandise at anthropology and free people has been strong. but given the challenges with the name sake brand, the company remains cautious about the current quarter. >> thanks a lot. >> i think they have a lot of work there. they have margin pressures. they have to get their brand back on track. these are the things that the ceo is communicating. you don't need to jump into the stock here. the market is pricing in a lot of that news. you tweet it, we trade it. let's get your tweets to our crew. this is for dan. buy, sell, hold, t.j.x? >> i think t.j. is doing a lot of things right. they hit a lot of segments. my mom loves it. you hold on to it. >> mrs. nathan. bargain fashion. >> she is my channel checker at tjx. >> really? >> yeah. >> tim, is yokoo a buy?

>> debut is encroaching on their space. if you think there's going to be another player, where these guys were dominating, you stay out of the way for a while. the chinese internet names are ripe for bad news. but this is a franchise. and if you look at what happened with youtube in this country and what it's meant for growth, this is a place you want to be. and you stay near this trade. stay near baidu, too. >> what does that mean? >> these guys, you look at what happened, the growth of mobile in the video space in this country, this is playing out in the chinese space, as well. there's no question, yokoo is going to continue to be a player. can baidu continue to play and overtake them. there's room for two to explore. >> you're watching it but not buying it. >> you don't buy it today, the way the stock has moved. >> i know. i want to be clear. >> stay near the trade. >> near the trade, to me, doesn't mean that much. i don't know. i'm a layperson. i don't trade. near the trade is.

>> thank you. >> anyway. resume. b.k. -- >> tim. >> is it better to take losses or buy now? >> i want to stay near this trade, too. generally speaking, your first loss is your best loss. assuming you've had this for a while. i'm going to approach it from that area. here, i actually would buy some more of this vale, for a pop. once you get a pop, you have to sell it. you have to take your profits. even if it's a loss. if it's less of a loss than you would have had, i think you buy some vale here. >> make fun of me, grasso. >> i didn't make fun of you. this is unbelievable, how many things he's buying. >> i just buy, buy, buy. buy everything. >> crazy. nutso. >> that's going to be played about 400 times. what's your opinion on apac apache? >> if you think that oil is trending lower, if nat gas is going to be buying lower, that

time has passed if that's your premi premise. you want to buy refiners. that seems long in the tooth for me. i say energy across the board. >> tonight on "mad money," jim has a special show from inside an oil rig off the coast of louisiana. >> i'm coming to you from the gulf of mexico. we're talking nucorp, halliburton, and governor jindal, born on the bayou, is next. >> that's a good one. that starts at 6:00 p.m. eastern time here on cnbc. we have your first move tomorrow when we come back. if you have moderate to severe rheumatoid arthritis, like me,

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take the next step. talk to your doctor. this is humira at work. time for the final trade. around the horn. >> xlb materials. you can define your stock at 49. you play that to 44. >> buy. i think you buy it. don't buy. don't go all-in on fireeye. just be cautious about it. buy, buy, buy. buy everything. >> fireeye. tesla, twitter. i don't know who you are tonight. >> grasso? >> bank of america, into -- into -- stress test. america of america into stress

tess. >> i'm long april puts. i think q1 results are going to be bad. murky. >> feeling brave. >> split-screen, do we have time? >> that does it for us. don't go anywhere. very special edition of "mad money" coming up right now. we're a long way from home where american technology has unlocked new resources deep beneath the waves below power ago new industrial revolution happening right before our eyes. tonight you're going to learn all about it. "mad money: invest in america" begins now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. my job is not just to entertain but teach and educate, especially when it com t