wants to give somebody else the money to do something with. >> "fast money" coming up in a few moments. melissa lee, what's on tap? >> to help decipher the stress, is this a sell the news event? >> great question. over to you guys. "fast money" starts right now. live from the nasdaq market site. i'm melissa lee. we're following a developing story right now. one bank failing the stress test. pete najarian, jon najarian, and guy adami. 29 banks tested all passed. most of the big banks were rallying ahead of the results. i'll kick it off with a question that goes to kelly. is this a sell-the-news event? >> i don't think so. the space started to get moving yesterday, well before this. people anticipated the stress test coming out.

but a lot of it had to do with the higher yields that the banks are going to be able to earn. i don't think this is a sell-the-news event. tomorrow morning, do i put a market order in to buy bank of america? absolutely not. you wait for a pullback on these. >> pete? >> i don't know whether you're going to get that pullback, b.k. the banks were moving before the tests. now, we've gotten through the tests. maybe there's a slight pullback. but i don't know if it will get people excited enough to jump in. you look at what the options markets were signaling all throughout the day. and finishing the day. you look at the xlf. traded over 700,000 contracts. almost all of those, over 600,000 were on the call side. almost the same numbers with jpmorgan. you look at citi and bank of america, the excitement of the banks going to the upside. and you look at what the valuations are, of citi, of bank of america, you can see plenty of upside. >> that's a longer-term catalyst

for the sector. investors want to know if they're going to increase the dividend by the amount expected. the expected dividend increases for some of the top banks and big moves are expected from citi, bank of america, regents financial. if the banks don't raise their dividend by this much, that could be a disappointment here. >> this is one sector where i would be willing to hold it for a long time. for me, a long time is a week, usually. because i'm a "fast money" trader. i'm in and out a lot during the trading session. however, this one, i think you want to hold banks for basically a year. maybe two years. and the reason is, the rates are going like this. now, can i time it? no. but neither can the biggest firm in the world, a bond fixed income house. they can't time it. they had some of the worst timing in history for interest rates and when they would move and so forth. it's a fool's folly to try to do that. instead, to know these guys have the wind at their back now. and they've passed the stress test. i think both of those are two

reasons that the sector keeps trading higher. >> overlay the performance of these banks for the past 12 months, as well. we had big performances by bank of america, up 40%. morgan stanley, up 45%. citi has been a lacquer. >> let's talk about citi. >> do you like citi? >> pedro's mad at me tonight. >> my brother. >> last night on the show, we talked about citi. that's one of the few banks that's underperformed this year. started around 55. traded down to about 46 or so. yesterday, that stock was up some 2.5%. we talked about it last night. we said you buy citi against a $46 low, you're going to see followthrough, and you got it today. when you add in citi, you absolutely add. it feels like this stock has a lot more room. >> let's say you've seen the banks and gone along for the ride. what would you do here? >> i wanted guy to get his -- all his information out there.

but when i was looking at what was going on in the financials today, i was taking some off. i was taking it off into this run. but i was rolling up myself. as a matter of fact, i got in the 18 1/2 calls in bank of america today after raiding the 17 and 17 1/2 calls to the upside. i think the prudent thing right now is to trade what's right in front of you. take off some of the profits along the way. but in the long run, you're staying in the trade. >> let's bring in kayla for the zions stress test. >> it was up 3%. it rallied with the rest of the financials. but the bank said it would take a charge for selling assets that didn't comply with the volcker rule. that was a clue that the bank wouldn't pass this time around. senior fed officials say zion could raise capital. the banks not only passed, but they did so by a wide margin. even though this year's test had a lot new obstacles.

litigation costs, and a major count default. percentage of loans that would default has gone down every year. the reason is that banks are taking riskier assets off their books, every year. even though the situations get more stressed, banks are looking healthy. if you add the higher yield curve, you could have more room to run. >> doc, you saw unusual activity in morgan stanley, specifically. >> they're doing what pete just described. somebody was trying to take off the significant profits they took this year. but not getting out. they bought the april 33 calls. the stock moved up towards that 33 strike today. and they were buying tens of thousands of these calls. i think one block might have been 15,000 or 20,000 of those. aggressive buying in morgan stanley today. but it was across the board for the last several sessions that we've seen banks being

accumulated. morgan stanley, most of us don't think of it as much of a bank. but they were part of the stress test. and they are one of the beneficiaries of rates going up because you took smith barney and morgan stanley. their brokerage unit. that makes them more like a bank. >> let's talk about zions, though. the stock up over 3% today. you say on the back of this, they're going to give it all back. if you look in the after-hours, i don't think it's giving it all back. i think it's down less than 1%. if this stock opens higher on the day tomorrow, i think the trajectory is probably higher for a bank you have a significant short interest. in terms of how it's trading today. how you want to construe this news as being. it's not that negative. this stock could open higher in the day. >> to your point, the regional banks have traded well. there's been upside activity. the kre hit a 52-week high today. >> i want to sell these things. >> sell them.

>> do it. do it. >> don't do it. >> sell the bank. >> listen, what else is next? i'm sitting -- everybody is talking about how great this is. and i'm thinking, what's the next catalyst for the bank? we know they're going to raise their dividend. we know the yield curve is steepening. they passed the stress test. what's left? if someone can tell me what the next catalyst is, i'll buy with both hands. >> we have no idea how fast this is going to happen. just as janet yellen said yesterday. she threw out, off the top of her head, or maybe it was well-planned, six months. in other words, after the end of tapering, so forth. what if it's sooner? there's a lot of catalysts here for the banks. >> i mean, bank of america, up 40%. that's probably a lot of it. >> okay. >> would you short bank of america? you think they're all nuts. >> that's what i was going to say. they have a lot of momentum. they're very hard to short. if i was long, i would be

selling tomorrow morning. >> the value something like citibank is $65. it's trading near $50. that's book value. you talk about how they've risen. they've risen. but a lot of the names -- >> citi might be a separate issue. but the other ones are one to one book value in utilities at this point. they should trade at one-times book. >> let's bring in somebody to sort this situation out. dick bove, dick, great to have you with us. you heard some of the debate we had about bank of america. that's your top pick. and you're expecting the big increase. are you concerned about the run it's already had, perhaps it's reflective of the catalysts that are expressing themselves right now? >> no. i still think the stock is going to go to 30. but in answer to some of the questions that were raised, in tune of what's next? i think the first thing that should be understood is that the industry, now, is at all-time record earnings. secondly, the balance sheets of these companies couldn't be better. they have more capital or

percentage of assets than they had going back to 1938. they have more liquidity on their balance sheet, which is at 40-year highs. if you look at things like their loan-to-deposit ratios, they're also at 40-year lows. which means if you would think of a bank balance sheet as a factory, this factory is running at around 65% to 70% of capacity, which means the ability to show significant increase in earnings from this level, is enormous. the money is there to do it. the economy, apparently, is going to do relatively well this year, which means that the loan volume will pick up. if we believe what ms. yellen said yesterday, maybe there's a chance of increase in interest rates. they're going to sell more at higher margins. they're going to do it on balance sheets that are highly liquid and overcapitalized. they're in a position to increase the dividends, not just this year but for the next three, four, five years. the stocks are selling at

premiums to book value, which are so low, relative to history, that there is significant opportunity for at least them to double from this level. >> dick, right on. i'm with you. but i'll play devil's advocate because that's what we do. what are the widgets? widgets are loans. and loan growth has been -- not great. how do banks make money in the new world that we're in? >> you're exactly correct. the widgets are loans. and the widgets have not been growing because the banks have been putting all their efforts into expanding the liquidity and the capital on their balance sheet. i think we're looking at a capital expenditure boom in 2014. i think that housing should creep up a little bit. i think auto sales are going to be a little bit better. the energy sector are going to utilize more funds. i think there's going to be an explosion this year. that's where the widgets are going to go. the widgets are going to go to funding all of those events.

and as a result of that, for the first year since 2007, i think you're going to see an increase in bank lending greater than we've seen at any time, literally, in the last seven years. that's what's going to happen to the widgets. >> dick, question for you. getting away from the absolute banks, what about goldman sachs? what are the catalysts that are going to put it near your 198 target? >> i look at the growth in money supply. money supply, basically, you know, gets converted into financial instruments, which tend to get traded. now, over the last three years, even though the nominal economy has grown at 1.6% per year, m2 has grown at 9%, and m-1 at 16%. there's a staggering amount of money that's going to be converted. people aren't just going to put this cash in mason jars in the backyard. they're going to convert it into financial assets to get higher returns. that means that there will be

more and more financial instruments for goldman sachs to trade. number two, they'll be the ones who are converting this cash into some type of financial instrument, whether it's equity or a fixed income product. >> got it, dick. thanks a lot for your time and analysis. dick bove of rafferty capital. we have some news on symantec. >> a bombshell out of security firm semantic. they're firing ceo steve bennett immediately. bennett took the helm in 2012, of the board had fired his predecessor. it was not precipitated by any event, according to the board chair. symantec shares dropping 10%. year-to-date, they were down about 11% as of the close on thursday. director michael brown, a

veteran, has been named interim president and ceo. the board reaffirming fourth-quarter guidance. they do not mess around on that board. >> thanks, bertha coombs. >> it smells fishy. >> this is the second ceo in less than 24 months that has been fired. you either have something wrong with the board. or they either can't find the right ceo or there's something wrong with the company that the ceo can't do anything with. so, to me, i think at symantec, there's smoke, there has to be fire. >> bertha mentioned the stock's up 35% in this gentleman's tenure. that sounds magnificent. and you look at it compared to some of the competitors, which have doubled and tripled. they're looking and saying what's the deal with our stock? it's been awful. i was dead-wrong on symantec. i thought it should be higher than it is. and it can't get over its own way. maybe the problem is management.

but there's huge value in the stock. but nobody's been able to figure out how to unearth it. >> maybe it's the board itself because something is really rotten here. i mean, you picked a brand-new guy. hand-picked. threw him in there. gave him 24 months and then just pluck him right out and start over. you don't have a search ongoing. or if you do, it's secretive. they said they will start the search. either they're lying to us or they're just complete bafoons on this board. that could be a real problem if those kind of people are the folks that are basically handling the purse strings at symantec. one of the top business professors in the country will tell us why ali baba might not be worth $150 billion. that's next.

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in with us is aswath damodaran. professor, it's great to have you with us. it's going above 150 billion at this point. why are you skeptical about that? >> i'm amazed that people can valuation with what the company has. it made about $8 billion to $9 billion in revenues. it's a very profitable company. it's an advertising company. but beyond that, we know nothing. so, this morning, i put up about 100 articles on ali baba's valuation. and every one of them was constructed around one word, china. that's all they said. the company's worth a lot because it's china. there's nothing more to the story right now than that big country. >> given that it's the dominant player in its space, in one of the biggest burgeoning internet markets in the world, doesn't that put a premium valuation on it? >> it already is. a company, $8 billion in revenues shouldn't be trading at

$150 billion without a premium. we're attaching premiums on top of premiums. i found china. i found disruption. i found strategic considerations. i found every buzzword thrown into every article about the company. my sense is when people use these words it's because they don't have the numbers to back them up yet. they might be right. but based on what we know right now, i don't know how you can draw the judgment. >> you say that basically, ali baba is being protected in some respects by the chinese government. and if that changes, its competitive advantage goes away. >> that's my -- any chinese company that succeed, it doesn't succeed because it's a great company. there's somebody putting the finger on the scales, making it tilt in their favor, whether it's baidu or ali baba. i might be wrong. but my presumption is there's friends in high places that keeps these succeeding. >> today, ali baba bought into tango.

and it valued the user $6 to $8, a user. i think it was $42 a user. what's the fair value for a user? i'm asking because i'm long blackberry. >> i guess it's less in china than the u.s. it comes down when you have 1 billion people-plus to play with. but they're playing the game the way it's meant to be played. i don't blame them for doing it. in a sense, everybody else is buying numbers. and the numbers are not revenue numbers. they're customer numbers. and they're doing it the way the market wants them to play it. >> the last question. this would imply that the run-up yahoo! has seen based on this potential $150 billion valuation, is also a little bit too much? >> don't get me wrong. the value might only be $50 billion. but the pricing for this company is going to be driven by the buzzwords. in a sense, the investors are not going to be looking at revenues and margins and expected growth. they're going to look at the big stories. and right now, the stories sound really good. i wouldn't be surprised the

company came out at $150 billion and popped at $200 billion. the pricing of the stock will have nothing to do with the value, at least for the first few months. >> and then it will catch up after it ipos will catch up? >> that's my bias. >> okay. >> i have no way of arguing that's going to be true. ultimately, the truth wins out. and it comes from delivering revenues and profits. >> come back on the show when you have a valuation for ali baba. yahoo! what would you do here? >> i like yahoo! i think there's upside to yahoo! not just based on the ali baba. that's part of the story line. but i look at yahoo! japan. i look at the different areas in yahoo! they're working on and the acquisition strategy. if she's even close on this $150 billion, marissa mayer, i look at facebook. what are their revenues versus a $750 billion company? i think ali baba is getting priced as if they're the facebook now. and because of that, i think it does -- real or not, i think it

does make ali baba $150 billion or more on the open. >> guy? >> it's critical that it's $150 billion. i think to your point, i think that the market will take over. and you could see a $200 billion print, which gets yahoo! over 40, for the reasons that pete cited. and i think ali baba is a big component of this. yahoo! earnings haven't been great. but the stock down 2%. as long as it holds 35 1/2, 36, it goes higher from here. let's get a news alert from time warner cable. >> reuters reporting this afternoon that time warner ceo, rob marcus, stands to get $80 million in a golden parachute if that $45 billion deal, come cost's $45 billion deal goes through. reuters breaks it down this way saying, marcus could receive about $20 million in cash, $2.5 million as a bonus if certain targets are hit, and $56.5 million in equity.

no word on whether he gets free hbo with that. but i suppose if he has that much, he can pay for it. >> he can pay for every channel with that. coming up next, hewlett-packard ceo meg whitman wants in on 3d printing. whip out your shorts. the big-name stocks that our traders think are going to break out in the warmer weather.

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>> i think it was last thursday, yes. >> what do you do now? >> i'm still in it. it still has room to run. if you're talking about a capital expenditure explosion, you're talking about the economy getting better, which would you rather be in? a name that's left for dead like a microsoft or a cisco? or a name like bank of america that's up 40%, with everybody anticipating it? b.k. says microsoft and cisco. >> what does pete najarian say? >> i continue to like this name. i think it's going a lot higher. i think we've got 44 in our sights. i'm holding on. everybody wanted somebody else. and obviously, we heard -- >> the google operating am going on. >> the combination of the mobile and where he came from, the fact he was leading the cloud and that whole world, the focus is much different. he's shaking up the management. because of that, the stock's going to go higher. >> does it have new momentum now

that it's broken 40? do you remember when jane wells came on and said microsoft was never going to ever, ever break 40? >> jane, fessing up. >> that was wrong. >> i own it. we've all sort of had different varying times the last couple of years, talked about the story of microsoft. and it's finally getting to areas where it should be trading. i think the momentum is behind the stock. they seemed to figure out the woes. there's many catalysts right now for microsoft. as long as the markets stay stable here, this thing goes higher. >> and as long as goldman says short this thing, they've said sell, sell, sell, since the 20s. now, it's over 40. let's talk about hewlett-packard. meg whitman saying at a shareholder meeting that the company will make a big technology announcement surrounding 3d printing. it is the latest development

about h.p.'s involvement in the space. great to have you with us. >> thanks a lot. >> i get that this investment by h.p. will validate the space and the excitement around the space. you also say you don't believe that competition will actually increase for any of the 3d printers. why is that? even at the margins, it seems that h.p. could actually impact the sales, particularly if they're going to focus on industrial printing. >> actually. we do think there's going to be competition that comes up with h.p. entering. and h.p. has a lot of i.p. with ink jet printer heads that they have in the 3d space. if 3d printing goes up a small number, it's a $100 billion can they have. there's a lot that will come in. but there's room for all of these guys to grow, hopefully in

a successful and profitable way going forward. >> you say that the 3d printing for the industrial space is $10 billion is the figure that you gave? >> if you look at the industrial base globally, it's about a $10.5 trillion business right now. >> what is the printing market? i look at 3d systems last quarterly report. if you look at how much they sold through phoenix, their most recent acquisition, which is industrial space, which is metal, those sales are $14 million, which is a fraction of what the total revenues are. >> right. the way we have always done, we kind of combine prototyping and manufacturing in the same bucket. if you look at that, maybe $1.6 billion of total 3d printing revenues come from the industrial, be that prototyping or mass manufacturing. you get 1%, you're looking at a $100 billion market. the numbers are small.

and there's a lot of growth for h.p. and other guys to come in here. >> amit, we have to leave it there. thanks for your time. we appreciate it. let's trade this space. it's interesting. all of them traded lower today, as if there would be increased competition from a hewlett-packard. >> and we've said that for quite a while, mel. and it's the combination with hewlett-packard, with p.c.s not being a dead business. and the fact they could actually have a significant piece of this market very quickly, especially now that they claim they've solved this issue. i would watch out for h.p. >> even a 3d printing fan factory. but the thing about hewlett-packard is they already offer services. it's the consumers as well as the service revenue that they make money on. if h.p. has the model in place where they have a good services business, which they do, they have an advantage over some of the players. >> they do. you give away the razor to sell the razor blades. that's the model that h.p. can

do here. love the technology. but the problem i have there's so much controversy over their accounting, that unless you can dig into it, it's a tough space to play. i don't know if it's big enough to move the needle on h.p. h.p. didn't trade that well. it traded up and came down at the end of the day. i wouldn't buy h.p. on this news. >> all right. still ahead, we're heading, live, inside a coal mine in montana. with demand in asia growing and stockpiles booming, what might it mean for the controversial coal trade? back in two. announcer: where can an investor be a name and not a number? scottrade. ron: i'm never alone with scottrade. i can always call or stop by my local office. they're nearby and ready to help. so when i have questions, because i don't trade like everybody. i trade like me. that's why i'm with scottrade. announcer: ranked highest in investor satisfaction with self-directed services by j.d. power and associates.

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welcome back welcome back to "fast money." i'm kate kelly with some breaking news on sac capital. the hedge fund losing another investment portfolio manager. gabriel plotkin is leaving the firm at the end of 2014, according to sources and an internal memo. plotkin has been in talks with founder steve cohen for some time about his desire to start his own hedge fund. and according to "the wall street journal," cohen will invest $200 million of his own money in the fund. this is probably the sixth or seventh portfolio manager or analyst to leave the firm so far

this year. the firm has told employees that the departures are well within their standard levels of turnover, melissa. but it's coming at a sensitive time for the firm, which is about to go from being a publicly fund managering hedge fund into a family office, as a result of regulatory issues. >> thanks for that. stocks under pressure of a downgrade of the coal sector. scott is at a coal mine digging deeper into the commodity. scott? >> i like that. that's good. we're getting a feel out here for why it is that coal is doing what it's doing. a first day of spring and a little snow flurry here on the montana/wyoming border. we've been showing you this all day. the massive scale that goes into producing coal. and the demand that's up because of the harsh winter we've had and the demand to come in the summertime. so, this is the spring creek

mine. it's run by cloud peak energy. cloud peak energy is most of its coal goes to domestic sources, to power production. they feel like they're well-poised for all of this. and you can see the stock. it's been on a tear since the beginning of winter. and you broaden out to a longer-term perspective. they're approaching multiyear highs here. do you go that way? or do you look at peabody, which is the largest coal play around the world. their stock has been beaten down, remains beaten down badly, because they have invested in net coal used to make steel. they also have a lot of coal reserves here. they're able to capitalize on this. so, what do you do? now, for all of these companies, the key is also going to be foreign demand. they want to be able to export a lot of this coal to places like asia.

it's going to depend on the economies there. but also the ability to ship it. and they want at cloud peak, the ability to open up ports in the northwest in order to ship the coal to asia and expand and become a growth play. but it gets to be a really intriguing stock situation, guys. >> it does. scott cohn, thanks for that. what a great shot in bighorn county. you made a gesture which you can make on tv, in terms of the met coal business. that's been a trade that's terrible for you. >> i tried to pick bottom. people that pick bottoms, stinky fingers. and i got worse than that. >> that's awful. these stocks have not stopped going down. they are still going down. i beg you, stay away from these stocks. i don't know when they bottom out. >> i actually bought some coal today. i bought cliff natural, this is a domestic play right now. you have natural gas storage at lows wee haven't seen since

2003. you see coal inventories at five-year lows. any type of weather event and they're going to have to have more coal coming. >> nat gas prices are too high and they have to switch? >> there's not enough gas for them to burn. that's the problem. they may not have a choice but to buy coal. that's the trades i'm looking for. clf, in the met coal space. that's one of the reasons i bought that today. but to buy kol, you get the broad spectrum. >> nice so fast there, party gi girl. harvard beat cincinnati. >> i knew that. i knew that. >> didn't you do a coal mining thing way back when? >> that was a million years ago. >> look at that. >> that's me. that was underground. >> no? >> that was at the coal face. that's where they shear the coal back and forth. >> look at that.

>> welcome back to coal miner's daughter. >> play a little loretta lynn. >> you ask and you shall receive. let's stay in the energy sector here. valero and western refining are posting big games. mike khouw's at the smart board with more on this. >> it was interesting. we did see unusual options activity in both of these names. western refining traded more than six-times its average daily volume. and valero is what i want to look at. what we saw were buyers at the september 57 1/2, 65 call spreads. people paying about $2.20 for that. by september, the stock's going to be 59 1/2. that's up here somewhere. you can see the stock's had quite a run. let's look at over a longer time frame. this is ten years worth of price action in valero. around here, this is a stock that wasn't earning any money. but over this entire period of time, this company has made $60

per share. it's averaged $6 -- $6 billion. this is actually trading fairly cheap. i think you could potentially see it get back up to the previous highs. even at that level, it wouldn't be that expensive. but options are a good way to make the bullish bet and not risk if it goes back down to this level. >> thanks, mike. shares of nike, still on the move after its earnings report. we talk to the analyst that downgraded under armour today but is betting on nike. that's next. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box.

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shares of nike trading lower after hours. the ceo making comments on foreign exchange headwinds and the impact of the fourth-quarter. let's bring in sam poser, the senior analyst who joins us on the fast line. great to have you with us. what do you make of the quarter? is it the concerns about china at this point? >> no. it looks like they're making very good headway in china. they're making good headway in the direct-to-consumer business there. it's really about the emerging

markets and some of the currency issues that appears to have turned the stock around. they commented that they expected very good growth next year. but they're expecting the earnings to be at the lower end of their standard mid-teen guidance, due to gross margin pressures that they're expecting to see in those emerging markets. >> is this enough for you to change your view of nike in any way? you are more positive on nike than under armour, which you downgraded primarily on valuation? >> not at all. this is a machine. they've got great product. the demand is still there. their currency-neutral futures were up 14%, which is better than weed a anticipated. and every matrix that we see is strong demand. this is stuff that's out of their control, how they hedge and how quickly the currencies change. and it could go back the other

way. you know, they're telling us that 2015 or fiscal '15 sales will be up, you know, high-singles, low double-digits. and based on the trends and the futures we're seeing, we would bank on that being higher, towards the higher end of that or beyond, where they're saying they're pretty good at being conservative, i would say. >> sam, thanks a lot for phoning in. sam poser, sterne agee. let's bring in jeffrey rosenthal, the president and ceo of hibbet's sports. >> thank you. >> your business is a little different. you focus on the team sports? you don't sell gear for individual sports. >> no, we do team sports. baseball, football, soccer, lacrosse, those type sports. >> any thought of diversifying

that? there's analysts that are concerned about the lack of diversification. it seems like others are encoaching on your footprint right now. >> we go to small markets and small towns. 75% of our stores are in small towns, isolated from big markets. it's different when we look at county populations from 25,000 to 75,000 populations. >> in terms of your ecommerce efforts, i was pretty surprised. i wasn't too familiar with your company before i was doing my research today, that your omni chattel strategy is pretty much nascent at this point. i went to buy gear and it directed me to the under armour site. what's your plan there? it seems like rather than spending money on increasing physical footprint, you could do more on that. what's your timeframe for having

a robust ecommerce offering? >> we just finished doing all of our research and our initial investments into the omni channel. as we get through the year, we'll make it more public on what we're going to be doing. but we have so much growth ahead of us, just in stores. so, that will just enhance our growth as we go forward. we still have an additional 500 markets in the 31 states in which we operate that we can put stores. >> we're going to leave it there. jeffrey, it's great to speak with you. jeffrey rosenthal, the ceo of hibbett sports. >> the operating margins are better than dick's. that concerns me. you wonder if those operating margins have to come down. with that said, the stock has sold off enough, i think off a 68 high here, to 56 1/2, you can play it from the long side. it is officially the first day of spring. you know what that means, spring break. "fast money" style, of course. our traders tell you which stocks are set to breakout.

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with investment information, risks, fees and expenses at a company that's bringing media and technology together. next is every second of nbcuniversal's coverage 0f the 2014 olympic winter games. it's connecting over one million low-income americans to broadband internet at home. it's a place named one america's most veteran friendly employers. next is information and entertainment in ways you never thought possible. welcome to what's next. comcastnbcuniversal. hello, first day of spring, after a very, very tough winter. we've certainly been anxiously awaiting your arrival, which allows us to play a little game of -- spring break. >> i love this.

>> yeah. >> which stocks look right to break out as the weather finally comes around, becomes nice and toasty warm? guy adami? >> we're not advocating beer bongs or whatever that was. riding the bull. >> if you're of age, do what you want. >> u.s. steel, to answer your question. we've done a good job with this stock. it was spring-loaded. traded up to 30. all of the analysts said buy, buy, buy. not so fast. it will trade down to 24. they have a new ceo. he's cutting costs. they have tremendous leverage in the stock. if you get any incremental strength in the price of steel, which seems to be stabilizing, by the way, this is a $30 stock. to answer your question, letter x. >> interesting. beakers? >> spring is the time of year to plant your seeds to ripen in the summer.

blackberries. blackberry messenger. depending on what you want to put the price on, it's an insane pricing. and what we saw with tango is a low price. somewhere in the middle, blackberry is a value. >> ripen or rot for blackberry? >> look at you with a play on words. >> my man, b.k., training for a triathlon. >> you didn't answer my question? >> i said ripen. listen. listen. >> he and jon picks things that were related. >> nothing says spring to me but steel. that makes sense to me. when you're talking about spring, i think about home depot. why? they just came through the winter quarter. the earnings were outstanding despite the bad weather. and they didn't complain about the weather. the same-store sales were strong in 2013 and this last quarter. they expect them to be even stronger going forward. for that reason, i think home

depot. >> people are going to cut the prices on home things over the next few weeks. >> that's probably going to be effective for the next two weeks. in the overall scheme of things, the competition is not walmart. it is lowe's. and both of them can win. home depot, they're going to win. >> doc? >> deckers. people will walk 115,000 miles in their lifetime. and they walk more in the spring and the summer. deckers. deck. they make tevas. they make a whole bunch of the soft shoes that people wear in the spring and the summer. i think they'll kick it. it's 76 bucks. it's 20 bucks off the recent high. >> i just bought mine yesterday. at hibbett's. >> not online.

you didn't buy them online. >> we've been surprised in recent weeks, as probably you have, as well, to see beakers hop into a number of high-flying momentum names. but there's one trade we have to fast fire him on. last week, beakers named fireeye as his final trade. take a listen. >> fireeye. i think you buy it. but don't -- don't go all-in. i mean, come on. just be cautious about it. but fireeye. i like it. >> now, fireeye is down about 16% since that call. we were laughing because we didn't -- you were making a bunch of momentum trades that day. >> i paid the price of not knowing this stock as well as i probably should have. the stock's down 16% from when i bought it. this was for a couple of momentum trades that i had put on. but again, you have to make it small. fireeye, i bought it after they had their secondary. i thought that was all of the sellers that were going do come out. i bought a little more today. and hopefully, it will hold the 65.

but it hasn't found support yet. >> it was an amazing run of fireeye hitting a high in the 90s. it had a fall on offering. and here it is. >> in the space, that name's been intriguing because it had so much momentum. you want a stock that trades at a reasonable valuation. f5 to me. i love this name. i'm in this name. coming up next hour, cramer's taking to the skies with the ceo of wi-fi provider gogo. and planes, trains and profits with pierre beaudoin. all that and more.

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geico motorcycle. see how much you could save. time for the final trade. around the horn. pete? >> i don't agree with the downgrade of under armour today. i think it's going higher. >> i'll give you another one. emulex. mlx. you buy it. >> i'm going to buy more morgan stanley tomorrow. >> guy? >> give them a shoutout to our friends at dayton. >> busted so many people's bracket. >> ohio state.

zions bancorp. it's going to shrug off this. zions. >> shrugging, we'll see. i'm melissa lee. thanks so much for watching. we'll see you again tomorrow at 5:00 for more "fast money." "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 and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cray america. i'm trying to make you money. my job is not just to teach you and entertain, also to educate, so call me. leadership matters. and right now this market is being led by the two largest sectors in the s&p 500. the financials and the