if we see a breakout this week. >> "fast money" is coming up. melissa lee, are you talking ten year, the vicks? >> hello. that's a good looking dress, kelly. >> the free willy's theme song. >> here's what we're talking about, there's been a lot of pharma and biotech. we have got three names and we'll tell you whether or not the options activity backs them up as potential targets. >> over to you guys. >> "fast money" starts right now. in new york city's times square. our traders tonight. coming up. we'll get the latest move from dennis and he's been changing his strategy over the last month as the market has become more volatile. >> still be pleasantly long.

not aggressively. but a little more -- a little more aggressive than in the past. i got scared. i want out. i want to get as neutral as i could. >> i'm back to being pleasantly long. >> he's changing his play book once again. he'll give us the details. we start with tonight's top story. internet stocks getting hit once again. twitter, facebook, amazon, linked in under pressure. pete, would you dare to get into any of these names that have been so battered so far. >> i did down one of them, facebook. i'm not happy with the reaction today. with these high multiple names, i think there's a whole lot of somebody's who got stuck in these names. on the other side, look at ibm, how that's trading, microsoft,

chevron, exxon, trading very nicely. but we still focus on these names because they were the focus for so long. now you look at linked in and a lot of these names. after the earnings i think that facebook number was incredible. that's why i'm in that one name. >> is there a bigger problem? a high flying stops, expensive names. google, you can make a case they're still a good value. here it is having trouble as well. >> i think this is more of a sentiment issue than anything else. and what typically happen is when a market is in a transition, i believe we were transitioning from a liquidity base bull market. these names have strong fundamentals but valuations are crazy. i think that's why you're seeing the shift down right now. once they start falling, there's no end in sight. >> and what's the tell on that?

you have to watch ibb. that was the first one to take it on the chin. what did they go into, the names you just moved before. chevron. pfizer. when those names top out and ibb starts to rally, then you know the rotation is off. >> i would make another argument. the first week of february, we had a decline in january and february. a lot of people were talking about gee politically driven. we also had earnings that weren't that exciting and didn't justify the gains we had earlier in the year. the first week in february, triple d and it was linked in and twitter. those stocks got nailed that day. look at that. look at the performance the s&p has had. this thing has more to go. as anthony just said, the fundamentals maybe good.

i can make an argument that twitters are not good. they're engagement growth is not good for company trading at 18 times sales. i think you have to think about what people are willing to pay for a new story like 3d or a twitter. there's a scarcity value. >> i agree with you. why aren't they willing to pay -- google got pulled into this. >> why is google more of the momentum names and not apple? >> it became one of the largest market companies in the world. google has missed earnings. two weeks ago for the third time in a row. >> the case is being made again and again that it was a crowded trade because there wasn't that incremental buy. it was like apple. there wasn't anybody else left to buy the shares. >> the fundamentals are very strong on google. that stock, i'll make the prediction, hold me on the fast fire stuff, three months, six months from now it will be

higher than it is today. you have a secular rotation going on. >> are people truth rotating still or have they just gone completely ricsk off and going o cash at this point snfnlgts i would say no to that. >> i would say no to that. price line. i look at price line and the valuation of price line. it's not extreme. it's going just as fast in the down side. i think fundamental, the story is very strong. i think one of those names where we're going to go missed an opportunity. >> last week dan shorted netflix. take a listen. >> i wanted to use it to sell into. i think it's about as good as it gets right here. i looked out to may and bought

the may 370 puts for $14. >> you're still pretty negative. >> you know what they say about a blind squirrel? >> no. >> i think there was one thing that stood out and we had this last week that some of the guys had been printing quarters that good optimally. when we're in the market environment we or in, since that time the stock down 20%. you got to take that off. it came down and broke the low from the prior low from april and it kind of held at $300. it could set up for another 10% bounce from here. >> at the same time if we're negative these momentum names, is there one you would put directionally short trade on to? >> i would still be attacking amazon. >> you would? >> i want to do earmuffs. go. >> i do feel bad because you put money to work in that name.

buff it took forever. it was years. we talked about quarter after quarter. >> but does it matter or -- >> it -- >> stop. what i'm saying is it matters in the stock right now but is it getting pulled into the rotation that's even killing google? >> yes. >> here's the problem. you all complain, not you all. this guy is the exact opposite of apple. he does nothing but put his money to work and now we're going to say a company that grew revenues by 23% last quarter, we're going to -- >> they earned nothing on it. >> the stock quadrupled. >> just because he's investing in drones -- >> doesn't matter. >> the stock quadrupled. >> i think the money is maybe not being spent properly, steve.

you aren't getting the results out of the multiple. when you look at the pe you're not seeing the earnings as a result. yes the revenue is going higher. they're spending money in china. there's competition in china. that's something their going to have to face. >> it seems like -- you and i are in agreement on this one. i think the stock is going to be higher because of the investment. there's a group of people, long term holders that love this story and has reinvestment status. pete and i were going to wear the same dress tonight, melissa, but my fashion consultant was against it but pete was up for it. >> you know, this is the fifth year of this liquidity driven market. if you're not getting leverage out of all that investment at this stage of the game, your bet is higher. that's predicated on the fact that the economy keeps chugging along. gdp is 1%, dude.

>> and amazon -- >> doesn't matter. >> i'm saying it's a mature company throwing all this money out there. >> it's a coin flip. >> i'm an old-fashioned guy. >> the fed is pulling back. >> the fed is pulling back but taper doesn't mean tighten and the balance sheet is going to be larger. >> we still have 1% gdp. >> this can go on forever i'm sure. hold on. we have need to get a market flash. there's a momentum name getting crushed. dom. >> melissa, check out what's happening with gogo. it's losing ground on news that at&t plans to launch a high speed long term evolution inflight wireless service for airlines and its passengers by 2015. gogo has lost 1/5 of their value on relatively heavy volume.

750,000 shares. this is what happens when a blue chip giant decides they want a piece of your pie. >> we have talked to gogo and about gogo from a very long time about the fact that competition can come in and now it's coming in from at&t. >> a great example, $35 stock back in december and you're looking at it getting beat. they're going to be rewarded if and when they decide to start covering some of those shorts. at these levels knowing the competition is out there and one of the folks who has used this product, not very happy about it and i can see why the stock could continue this down side. i would not start trying to bottom pick it. >> you look at the top shoulders. just because at&t set their sights on it doesn't mean it's

going to be valuable, too. i think you buy -- >> but they don't make money. that's an issue. >> let's get to a bright spot in technology. shares of apple. >> i like our chances, pete. >> apple, saying the company is preparing for a $17 billion bond sale. brian marshal. he's got a strong buy in apple. according to your conversations with the company, this makes sense to you, this report. >> definitely. obviously with the raise of the buy back program from $60 billion to $90 million their allocation program went from $100 billion to $130 billion. so we think that they're only going to have about $60 billion from cash flow from operations as well as cash flow from the balance sheet. they have $150 billion -- or

actually 12% is in the u.s. 88% is abroad. they'll need about $20 billion fresh capital until the end of 2015. not surprising some of the reports are talking about a $17 billion deal. >> there's still -- brian, some people put in what, $5 billion a quarter in cash? if you do back of the loc calculation, how much does that lead for a potential m & a? >> it's only been about $750 million or so the last couple years. we're factoring more than that. apple has done over 20 deals, i think, in the last couple years. that's a lot. but the average bite size is small. they're not doing the $20 billion. they haven't changed their strategy.

they continue to identify smaller synergistic candidates that would fit into their existing infrastructure and they can apply that to their 800 million itunes subbase. i don't think they're going to step up and do big deals any time soon. >> what are the odds apple is included in the dow by year's end? >> i don't have a good sense there. it's logical. obviously it's the largest cap company out there. they're obviously doing extremely well from a business standpoint and that's ahead of the iphone 6 opportunity which we think is going to be the mother load. we think it should be in any large cap stock index. >> brian, great to see you. appreciate it. >> thank you. >> brian marshal of isi. if you saw apple from the lows to -- would you say goodbye? >> i had a bad call on apple because the day brian was here it was trading 525, i said it

was a value trap, you should be selling it. i kaugt caught it on the chin. for me -- this has been caught up in a rotation, too. this is seen as the safety bet. if the rotation comes off, this one comes off. >> super cheap stock. we love this name. it's in our portfolio, meaning hedge fund managers own it for us. one thing we should address is the $17 billion. they can't use their nondomestic cash and it's trending down for them. i think this is a good opportunity for them to get this money at a low rate. not as low as the money they got a year ago but a great rate and very easy for these guys. >> the sentiment got bad. but if you look at all the stuff they did. they did certain things that got some investors off their back and analysts. the stock went straight to 600. this is a level that broke down from 7 00 back over a year and a

half ago. i would not chase the stock. if that mother load of iphone upgrades does not come -- >> not only to the -- mobile payments is going to be huge. 800 million. >> show it to me and -- >> he'll show you. quick. quick. >> june 2nd if they do not have a whole suite of services, you're going to get this one sold. >> convert from a growth stock into a value. >> i got to go to break, guys. bank of america, is this a buying opportunity or is there more pain to company. as t-- we have got three other pharma companies that could be bought next. but he was great at getting my claim paid fast.

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backelcome welcome back to "fast money." check out shares of herbal life. $1.50 a share. the company -- herbal life will terminate its dividend going forward using that money to

finance their stock purchase program. carl icahn praising the move saying it confirms herbal life's confidence in the future. carl icahn weighing in on the herbal life trade. back over to you melissa. >> dan. >> who am i to disagree with mr. icahn. it sounds gimmicky. they really want to -- >> it's not short term. >> what's that? >> it's not short term. >> it sounds very short term. there's a tons of options. i think it's confirmed that's the level that mr. ackman when he doubled down, he bought a lot of the gm puts. >> in terms of engineerings is there an engineering aspect? >> of course. >> the short interest will be -- >> of course, there's an engineering aspect of this and

it's a battle of the tigtans. i would stay out of this if i was an individual investor. i think mr. icahn is going to get the best on this side, my personal opinion. >> shares of bank of america under heavy pressure after suspending a stock buy back plan. the fed is requiring to resubmit capital plans after the bank made an error. jeff hart follows bank of america. great to see you with us. >> good to be here. >> this is reputational. isn't the business of a bank of an investment bank that does investment banking business to calculate things correctly? they didn't do it for themselves. >> this may be an indicate caio how much more complex it has gotten. 27 basis points have changed. by suspending the buyback a

couple of quarters they eventually get that back. it's not life-threatening. the stocks sold off a lot. i'm still having trouble getting exciting. you now have the dividend not going up as expected. there's a lot of retail ownership and capital uncertainty. that's been introduced as well. i think -- actually one of the investment themes has been it's an underappreciated capital return story. in the near term these going to be put on the side. i think some of the things that have propelled the performance come into question today. i wouldn't be surprised we see some more down side. >> so if you don't like bank of america, you're selling because

of this uncertainty, what would the pair trade would be? >> right now is still citigroup. they have got unfair weight hanging on it. and you can essentially buy a fraction of tangible book value and sell a premium. i think the earnings wins are looking better for citigroup. i think the near term estimates have less of a challenge for citi. i still like morgan stanley as kind of the two universal banks. >> got to go. thanks for your time. appreciate it. jeff hart. you actually -- last week you said you would get into bank of america if it hit 15. >> i was out of my position at 1630. i bought back 50% of what i owned today. just below $15. i think jeff is right. how long have these capital requirements been around? their rejig erring a lot of the

issues. there's a lot of moving parts here. they are a well capitalized bank. for me, it's below the 200 day moving average. last time it happened, middle of 2012 and didn't stay there for long. >> still ahead, the hottest names for big pharma's pick after the break. and amazon's porn problem. yes, i said porn. why the streaming service is suing amazon over fire tv. we have got the details straight ahead.

pfizer making clear it is

after astrazeneca making a second offer to buy the pharmaceuticals giant. a value of almost $100 billion. a look at whether or not this could actually happen. >> yeah. no, it's looking like it will. who turns down $100 billion. astrazeneca has done it. people are saying there's reasons why as tra ztrazeneca i tough spot. it has a bit patent clip. its revenues expected to decline about 10% by 2017 to about $24 billion. upcoming patent expirations it has is crestor and nexium next month coming off patent next month. these a $4 billion drug. this is expected to get done. it could be a long battle.

>> the flip side, what does astrazeneca bring to the table? they're in the pipe lifer therapies. >> precisely. >> immune know therapies. >> you named it. pfizer doesn't have any of these drugs. so that's one. the other thing is the tax issue which we have been talking about. pfizer reincorporating in the uk to get that lower tax rate and pfizer doesn't want people to forget it's going after the pipe lynn, not just the financial engineering. >> raising earnings by 4.5%. >> if nothing else, does this not push washington? >> that's a great point. the ceo of pfizer said if they're not thinking about it, they really should be and shouldn't be surprised we're going after something like this. >> meg, thanks for stopping by.

are there other take overtargets. let's bring in our research president and senior analyst john. you have got three names. i want to go through them. bristol meyers squib. if the tax issue is part of the sncenario for this and also the ceo is 69 years old. >> we have seen a growth type of deal for new products. a strategy type of deal like glaxo and a synergy type deal like valeant and aller gin. i think bristol meyers is the biggest of my three picks. it's an $80 billion company and more of a cost savings deal. bristol meyers operating margins

are half of what we see others in the industry make. i think a company could come in and drive earnings growth through synergy opportunities. >> let's talk about milan. metta has rejected it. you see this company as a target. >> milan is a bit more swallowable than bristol. about a $19 billion market cap and it is looking to buy. by milan has had a lot of experience with activist investors in its history, icahn, paulson right now. and milan could offer diversification strategy from a global company that wants to come into the generics market. i know milan said they want to buy, but i think they also put themselves into play. >> insight, not too familiar with this one, this is the smallest of the three, the

easiest acquisition. >> this was a growth story, melissa. insight has a cancer, blood cancer product on the market. but in it's pipeline it has other cancer products. rheumatoid arthritis, psoriasis and one of those imknow therapy products and they have been testing it with merck. and lilly can be potential acquirers. >> pete, do the options activity back up any of these names? >> some of these names get some huge runs in. it's usually in front of something. i have not seen the paper that tells me somebody is knocking on the door and taking a look at these names. that could come down the line. some of these names are big. bristol meyers does get paper and bullish activity frequently. for a lot of us, i'm not reading

into it something is going to buy an $80 billion company. i'm thinking this is going to move to the up side. >> when you see these headlines, i look at the stuff and i haven't been in the business nearly as long as anthony, three decades or something like that, it just seems like this always happens -- >> i think i look good for 71. >> not a day over 80, anthony. >> it always seals this stuff happens in frenzies at market tops. i don't get it. aller gin was 50% lower six months ago and astrazeneca was 50%. it just dawned on these companies? i don't get it. >> coming up, dennis garman making some big moves. switches his strategy and give us the details of this break.

some some out there saying dennis calls in the market have been as volatile as stocks themselves. take a listen. >> i think it's time to be

pleasantly long. not aggressively. not truly aggressively. but a little more -- a little more aggressive than in the past. >> i got scared. >> i want out. i want to get as neutral as i could. >> i'm back to being pleasantly long. >> now he's back with another call. with us is the editor of the gartman latetter. there's a lot of twitter commentary and blogs commenting how you're a flip flopper. it sounds that way. what has changed so dramatically in the market over the past two weeks or so where you're going from scared out of stocks to pleasantly long and where you are today? >> first of all, you had moves in the past several weeks of 50, 60, 70 big figures in the s&p. i don't know about you, but those are numbers enough to get my interest.

i do not like switching back and forth. it's not fun. i would rath be consistently bullish. it is still a bull market. the worst i become is neutral of stocks. we had a rally several weeks ago that took prices up, took the s&p up to 1875, 1880. bothered me. market fell by 50 or 60 s&p points time to be a buyer again. now we have rallied back to the same level of resistance, 1880. got up there again and i think it's time to go to neutrality. i don't like doing that. it's not fun. the bloggers have a big time with me. i appreciate what they have to say. >> dennis, in your defense, you're just trading the marketplace. >> yes. >> that's what we're all trying to do. >> yes. >> the biggest concern you have right now, i watch every headline that hits the tape and the only thing the market seems to react to is ukraine. you got a negative response. you get a negative response in

the market. you get a positive headline, you get positive. if that's what's moving the market, where do you think the biggest gains are coming from? is it going to be oil, gold? where are you looking at? >> the things i like the most, i'm still long, i like coal. take a look at the coal stocks. btu has been running up sharp in the past weeks. i loved aluminum for months and months and they are up 40%, 50%. those are the things in long term economic growth. i will let other people wiser than i trade big pharma. i can't make an bet as to what putin will or will not do. but that is what's move the market today after prices were breaking but news coming out the united states is going to pay

down debt. instead of being down 13 handles in the s&p we went higher on the day. i see the type of volatility that frightens me a bit. >> dennis, what about the momentum names we're seeing contracting your -- is that another reason to go neutral? do you things those will replate as the bull market stays intact? what's your issue if any? >> anthony, what do i know about netflix? what do i know about the momentum stocks? we do own a bit of apple. it's taken off. even then, i have written calls against it. i'll go back to the same thing i said earlier. if i'm going to be long, i'm going to own the very simple, unelegant businesses where i can see how much aluminum has moved, how many freight cars have moved. those things i understand. big pharma, it's beyond my can.

i still haven't learned how to handle that sort of volatility. >> thanks. time now for pops and drops. big moves up the day. charter communications up 8%. >> this stock is going to go higher and really positive subgrowth. stocks expected to go higher. >> ja solar. >> much of this is the entire solar entry ba solar industry based in china. stay a way for a few more days. i like the stoolar names but yo don't want to catch the falling knife right now. >> jcpenney. >> you have to remember there's a shortage of 33%. anything is going to spark the stock to move higher. i still wouldn't be a buyer but

not a short seller. no touch at this point. >> drop for wynn down 4%. >> this one looks nasty. 200 at the neckline. a round trip of 30% move that it was up a few weeks ago. listen, i think still clear this thing unless it closed above 200 consistently. >> and a porn site with the name similar to fire tv. it didn't take long for the adult channels, fyre tv to file suit. it states that content confusion with the new amazon channel has caused i repable damage to their brand. we have another alert here. two stocks in the big news in the after hour session.

dom. >> this is kind of like fire with a y tv versus fire with a y tv. on the upside you got buffalo wild wings. the company posted better than expected profits and sales. raised earnings growth estimates for the year. up 5%. a different story for the container story. reported weaker. sales coming in shy and down 8%. fire versus fire and tcs versus be well. >> they have been absolutely killing it. everybody's concern is chicken. it's not about the chicken. this is about the alcohol. these guys sell a lot of beer and alcohol. those margins continue to be very strong. chicken is one of the elements. when you look at the numbers, they absolutely crushed it and have been quarter after quarter.

>> wings. >> especially the hot wings. >> twitter down 14% in april. one of its worst performances since going public. after the break. latte or au lait? cozy or cool? "meow" or "woof"? exactly the way you want it ... until boom, it's bedtime! your mattress is a battleground of thwarted desire. enter the all-new sleep number classic series. designed to let couples sleep together in individualized comfort. starting at just $699.99 for a queen mattress. he's the softy. his sleep number setting is 35. you're the rock, at 60. and snoring? sleep number's even got an adjustment for that. find your sleep number setting only at a

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. getting hit hard ahead of earnings tomorrows. let's bring in bob on the fast line. first of all, it's been taken down, so maybe any up side or estimates could propel some sort of recovery in the stock or maybe it simply deserves being down 33% over the past month? >> setting up pretty well tomorrow to beat the top line. looking at $232 million. adding revenues for timeline views. looking $3.20. look for investors to go to the monthly active users and looking at 255 million in u.s. sort of flat around 55 million. we think we'll see the stocks somewhat contained. >> even though facing another big lockup expiration? >> that's the other thing. well known and some investors

said they won't sell. you couple a struggling user growth is the reason we're not recommending the stock today. it's not cheap when you see what's happened to our sector. right now on the per revenue basis it's trades around 130 times. >> don't touch twitter. on the flip side, are there stocks you would say are buying opportunities now that they have been down so much? >> google is interesting. yahoo is interesting. ebay. we're guessing when they report tomorrow night, they worked hard to have a good quarter. they thought they would be fighting carl icahn. i think they did everything they could to boel store their argument. >> yahoo, ahead of alibaba.

>> i think my nervousness, my hesitation is the value they're putting on alibaba, that's how they're valuing yahoo's stake in it. i believe you're going to see higher prices for yahoo the closer we get to alalibaba. >> twitter, they beat last time. they beat on the top line. what they didn't do is they didn't have any growth. that's the one area you said investors are going to look at. i think the stock is going to get flushed. i don't think it -- remember facebook went down 50% from its ipo. twitter is still up 50% from its ipo price. it's probably a buy in the mid to low 30s. i wouldn't short the stock. >> would you think about twitter? >> well, it's not the kind of stock that we typically buy. i'm sitting in karen's chair. in her honor i'll talk about

value weighs. i think things in this market are oversold. when the alibaba thing comes outs and does trade through the $200 billion market, these stocks will gravitate up side of it. >> and i think dan looks good tonight. >> what? not that i disagree. just surprised you unleashed that one. actually truth be known, i disagree. any way, pete is looking at hilton. >> this is another one of the last -- over the last few months hilton a publicly traded company reporting earnings on may 9th. extremely active. only a couple hundred interests. folks looking at this name thinking they're going to do something in a positive day and into the earnings number itself. this is an interesting name.

this was one of the very first unusual activities we had on the show back in 2007. >> ever? >> and it got bought out during that 4th of july weekend. >> don't break your arm patting yourself on the back. >> just saying. >> you're just mad i didn't say you look nice. >> he's had a rough nice. >> he's on the wrong side of the desk and on the wrong side of life. >> anyway, it's not just twitter set to rock the tech world. ebay with earnings. and nathan has got the 411 report after this break. ♪

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...and check your connection status... ♪ ...anytime, anywhere. ♪ [ dog growls ] ♪ oh. so you're protesting? ♪ okay. [ male announcer ] introducing xfinity my account. available on any device. ebay getting set to report earnings tomorrow night after a down month for the stock. dan? >> the stock is down 2% of the year. it's okay. it's been in a tight range for it seems forever. the options market is about 4.5% one day move, the average over the last four quarters. today the calls traded 1.5 times. and there was one call purchase that stuck out today. a buyer paid 72 cents for 55

calls. that break-even is up. that was when the stock was 53.5. the break-even up about 4%. that trader is making a bet towards the up side. this is a cheap stock. very few stocks that are expected to actually grow at 10%, 12%, 13%. this is what car icahn has his eyes on. i just make two points. we have a couple charts. look at the chart of the last year. it has been stuck between 47 and 60. i would expect the stock to stay within that range. when you look at the price of options. heading into the print, they're not as expensive as they have been in the last three quarters. it's kind of a cheap way of options premium standpoint. >> where do you stand on the trade? >> if i owned it, i would be selling calls against it. i do not see the stock above 60.

unless mr. icahn gets his two board members in there and they start affecting change. ultimate ultimately you'll have ha breakout. >> check out the website. and we have some time for tweets. we love answering tweets. joss falling hard. stay away? >> it probably the daily average in april then rallied a bit and proceeded to break it fully, a clean break. below it now. i would leave it alone. stay away right now. use basically a 43 and change i'm looking at. i would use a 43 stop to get back n back into the name if you are in love with the idea of buying jsi. >> where does jetblue go from here? >> i think it's finally taken it's medicine with all the exposure to all the cancellations.

>> how about pilot unionization. >> there's been some headaches they have had to face. after the punishment it's taken, i think it's a good opportunity for the up side. >> on "mad money," home away has gotten crushed this year. but actually the perfect time to book some shares after the stock sold off. cramer talks to the ceo at the first of the hour. stay tuned. ♪ ♪ ♪ [ tires screech ] chewley's finds itself in a sticky situation today after recalling its new gum. [ male announcer ] stick it to the market before you get stuck. get the most extensive charting wherever you are with the mobile trader app from td ameritrade.

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time time for if final trade. around the horn. >> dan. >> i'm with anthony with herbal life. i think the stock will be test over the next couple months. >> bank of america is my final trade. that's not the part. you've got to wait. it's all these stocks, everyone who traded stocks, if the overall market trades lower, your stock is not going to be immune to it. bank of america i'm watching as it could trade down 14.

i only have half position on now. >> i want you to buy fedex. i'll save all explanations for steve grasso. >> i love the pharmaceutical space. pfizer is going higher. >> i'm melissa lee, 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 cramerica. other people want to make friends, i'm just trying to save you a little money. my job is not just to entertain you but to educate and teach you. so call me at 1-800-743-cnbc. or tweet me @jimcramer. for the longest time, there really weren't many hazardous stocks in this stock market.