tv Fast Money CNBC May 12, 2014 5:00pm-6:01pm EDT
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>> the gas problem is going to cut off home heat or stove heat to many, many people's homes because of political issues. it's pretty scarey. >> i know. we'll leave it on a scarey note for now. "fast money" coming up in just a few seconds. melissa lee, what have you got. >> we got the former seaoa sear executive. we'll quiz him on what he sees. >> over to you guys. >> "fast money" starts right now. live from the nasdaq market live from times square. our traders are steve, brian, karen and guy. and we have got a ceo who says enough with all this talk about wind and solar energy. it's putting the u.s. power business at risk. first, to our top store. the s&p and dow closing at all time highs. the nasdaq making a comeback. up near 2%. internet stocks and biotechs seeing a nice rebound.
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like microsoft, ibm also powering higher today. is the trend rotating out of high flying stocks and into old tech names over? >> no i don't think so it's over. at least we have some sort of bottom in some of the high flying names. twitter, it's not a remarkable bounce but it is a bounce. i think you have seen stabilization in a lot of these things. linked in. i think netflix might have actually turned as well. i think the stocks have stabilized and headed up. i think we have a few more days of this at least. >> you have been burned by hike flowi -- high flying momentum names. >> once momentum names break they break. investors said you know what, the economy is not going to be strong enough to justify these high multiples. i don't see anything that says
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that's changed. why would i be in them? could we get a bounce? certainly. i guess i'm more in dr. adami's care. >> doctor? >> big news. this weekend guy adami became a doctor. >> if you're looking at chasing performance, you have got to chase these stocks again, it's so much easier for a person like karen to look at exxon mobile and chevron and say it's had a pretty good run, there's no way you are ever going to fall in love with a twitter or amazon. but it's easier to make the case for mo-mo guys to say i'm buying growth here versus buying an exxon mobile. >> where are you? >> i'm long twitter and long amazon. >> are you back in tesla? >> no. the way it popped off the 175
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level, it doesn't give you a lot of chances to buy it again. >> i always come to the same issue, valuation of all the stocks. they're lower which is very, very different than being cheap. they're nowhere near attractively priced. not even close, just lower though. >> i think karen and beaks would say you can see these stocks move 6%, 7%, 8%. over the next couple days. if you're trading these things i think for the short term the remainder of this week i think there's room to the up side. i wouldn't fade netflix or linked or or twitterer. >> the level your looking at, 29.5. if it breaks that level, get out of it. no one says it can't go lower. once you start to stabilize as guy said. i don't believe the market is a buy overall. 1890 was the closing high and
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1897 was the mid high. >> we have the old technology names. you have been in some of them, brian. >> yeah. >> that doesn't signify anything in your view? >> i don't think today is any different than friday or thursday. we're still in the same area and people are still confused. some of these stocks up 7%, 8%. of course, you have to be extremely aggressive in these things. frankly i would rather be long into the stock market broadly than pick a name that could fall apart. >> ibm, higher today after comments over the weekend from ceo in the new york times. the company is in a rocky time. those comments come just two days before ibm's annual analyst meeting and one day before our
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own dave sits down with ceo. here in the flesh. >> i have been here i'm telling you. it might have been decades ago -- >> could be decades ago. the comments over the weekend sounded like an alcoholic, when you admit the problem, you're halfway there at least. maybe that's why the market embraced it. >> it may be. they had a tough first quarter and the stock has taken a bit of a hit during that period of time. jenny going to do the first interview with her. she's been in the ceo post almost two years. 2012 she took over. she is trying to put her imprint on this company in an important way r revenues are down but they have been selling units and moving out of hardware which only represents about 15% of the overall business. even though people may think of it that way, of course, long out
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of laptops, the key for them in which she's going to be emphasizing tomorrow when we sit down will be cloud and cloud services. it will be data. mobile and watson. which they are now finally commercializing. we know it as a artificial program. but they are investing money in that as well. those are the growth initiatives but transforming a company with 40,000 employees, not that easy. >> this company is no stranger to investor relations? they have been dealing with the street for a long time. two days in front of her investor day she comes up with this rocky times and has this interview with you. what's the purpose? lowering the bar? >> i'm not sure -- you always
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wonder that question. i don't know what the content of the interview will be like. i'm sitting here preparing for quite some time as you might imagine. i think they want to emphasize the growth parts of the business. the fact their cloud business is larger than amazon's for example. what their doing in data. all of the different wins they have had for instance in cloud. i would expect that they're going to come to that, talk about africa as well, believe it or not a key growth initiative for the company overall where they believe real business to be done. already is a great deal but even more into the future. the question comes back to the financial side of the equation and much stock ibm has bought back. you guys can all weigh in on that. $13.9 billion last year and $8 billion in the first quarter this year although was heavily front-end loaded. this is the way they have been able to generate many would say the significant eps gains by
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using so much of their cash for buybacks as opposed to actual growth. >> are a lot of financial engineering. ibm had tremendous visibility for years. that visibility has gone away. this end of the cloud, you wonder will they be in the middle of it when the whole space becomes commoditized? that's my biggest concern. >> they claim it's not the cloud itself, in other words just the data center but what you put on top of it. certainly their in a good position to offer different services to corporations around the world and continues to be the key part in this company. your question is a good one. there's a lot of hedge fund guys that have been short this name because they wonder about the buybacks and whether it's the bottom number is not one that can be trusted to reflect true
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growth at what is a giant. we sometimes forget $200 billion market value. it's not a silicon valley name but the numbers are staggering when you talk about ibm. >> do you think she's going to unveil plans to invest heavily which would put pressure on operating expenses? they have only spent on cloud since 201067. that's a drop in the bucket for what they see as high growth business. >> yeah. i don't know whether that's going to be the case. i think when you talk to them, they feel as their capital allocation has been appropriate. you can look back -- i think since 2000 they have spent $108 billion on share buybacks and lot less on r & d and another i think it's $59 billion on cap x over that period of time from i think it's 2000 to right around now. it gives you a sense from $170 billion in cash, a lot was used
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for repurchases. i don't know if they're going to change their capital allocation. they may argue they feel comfortable with the way they have gone about it. also, dividends being an important component as well. >> david, thank you. >> my pleasure. >> joining us here at the nasdaq for the first time in like a decade or something like that. >> not that far away when i'm at 30 rounds. >> be sure to catch david's interview with the ibm ceo tomorrow morning right here on cnbc. let's say they say we're going to spend a lot more on the cloud. you made the point it's in the middle right now. we're seeing pricing wars. google, microsoft, amazon slashing prices. would that make you a bigger believer in ibm? >> no. less of a believer. bk and i have argued this on
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cisco. companies like ibm and cisco of this rotation into the sturdy stable stocks. i think -- where do they want to be? they want to be in cloud. their margins are going to be terrible once they get there. you can't turn this around the way you can a smaller company. >> they're using almost all their cash flow to buy back stock. if they announce -- they have to announce some kind of growth initiative. but that could be detrimental here. you're going to have a tough time with the stock. >> mentioning a lot of hedge fund managering in the past. do you still feel comfortable being short? >> obviously the fact that warren buffett is talking about the name obviously and the fact the people are piling into these tech names. i think they get the benefit of all those three things.
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to david's point, a lot of this is financial engineering and if the a tape stops, ibm will perform a lousy tape in my opinion. >> apple, next and meet the former sears exec who says eddy lappert is liar. up next. of data to share. what about expansion potential? up next. ert is liar. up next. dues... great terms... let's close. new at&t mobile share value plans. our best value plans ever for business.
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let's get a market flash. on kuhn's soaring in the after hour's session. >> posted better than expected first quarter results. helped by higher demand. revenues up 16%. that was in line with street views. right now the stock continuing to hold up here up better than 10%. it hosts sites like underarmour, and they say they're increasing share with the companies they already have. >> thanks a lot.
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nice pop. >> i understand we traded below that. let's say $30 is where we traded down to and bounced in the middle of 2011. closing in on 18%. this is not a stock you want to fade for at least a few days. there's a good chance you can see this trade to the mid to upper 30s before it pulls back. if you're in the mode to fade tomorrow, wait a couple days. >> twitter kicking off our top trade. up grating the stock to a buy from a neutral and lower to $45 from $50. >> i believe he actually kind of hinted this might happen. which is one more reason you have to watch "fast money" every single day from beginning to end. back to twitter. i'm out of it. i sold it at $40. i understand what bob is saying. i think you might get a trade up
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to 37.5. this is about sentiment and whether or not the company can execute a plan. at this point i think both are broken. >> do you think this has anything to do with their mute function where you can mute like i'm muting guy -- >> wow. >> and he has no idea i'm muting him. so i don't have to see -- >> i don't think it's -- >> it's rude and mean. >> it's not mean. >> it's hurtful. >> i'm not muting anyone by the way. i'm just saying -- >> if you were to mute someone -- >> i like the mute function. >> it's nice. i like it. next up, apple looking to refund customers sooner than the previous 10-day promise. customers wishing to return their online products will receive refunds in under a week. that's a bid to boost online sales. >> all these things, the beats deal, not a big deal. maybe it gets them into a new
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business. this is something different for them. for the first time in a while it seems as though there's some critical mass behind the stock. it spent the early part of last year sort of flirting with that 400 level. i think it's going to spend the first part of this year into july, august sort of pushing up against the 600 level and potentially trade up. the previous low that was bounced like the 575 level. >> a georgia family filing a new lawsuit against general motors accusing the auto maker of concealing evidence. felix joins us from chicago with this story. >> this may be the first of a wave of lawsuits when it comes to the ignition switch case. let me refresh your memory. this is a case involving a family in georgia where their daughter was killed in an '05 cobalt. in a deposition as part of the case that was settled, there's a
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gm engineer on tape saying i didn't approve a change in the switch. later on documents came out accusing that engineer or showing that engineer did authorize a change in the switch. the attorney says they would not have settled the case if they had known of the perjure and concealment. had a part in it that had been changed unbeknownst to others. as far as the auto maker itself and there was no change in the part number which is customary in the auto industry. general motors says it has taken responsibility and gm has acknowledged that it has civic and legal obligations resulting to injuries that may relate to recalled vehicles and has retained kenneth fineburg to d
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advise the company what options they have. you got to split them into two camps. directly related to accidents involving the ignition switch which go back before 2009 which general motors has indicated they have a compensation fund being set up and others that the company is saying we're going to invoke the brankruptcy. >> phil has this documentary this weekend, failure to recall investing gm. karen, in terms of the stock, where do you think it is at this point in terms of digesting this overhang? >> there were some other bad data out today, that gm was the worst of the big three suppliers. the stock doesn't seem to go down anymore on bad news. that to me kind of says bottoms out. >> you have to play it with a short leash. if you look at ford, ford is up
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2.5%. gm down 14%, 15% year to date. toyota motors down 10% and tesla up 23% year to date. you would never guess that one either. but you play with ford still. >> up next, could it finally be game over for sears. we'll hear from the former sears exec who says the company should liquidate immediately. did dr. dray just score a touchdown on a shat toe. stay tuned. we're moving our company to new york state.
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bir birtha. >> the company getting hit hard after hours after reporting a huge loss of 84 cents a share. the street had been expecting them to break even. revenues coming in about $40 million below expectations. it's hired goldman sachs and doing restructuring to try to save $40 million to $50 million. there had been talk that lg in south korea was interesting in making a bid. we wonder now whether they might review it taking a look at shares. they are still down about 15.5%. back to you. >> did you say lg? >> yeah south korea's cosmetic firm. not the electronics firm. >> okay. i'm glad you clarified that. thank you for that. >> that would be a kind of weird synergy there. >> they have hired goldman sachs. you usually get a pop, right? >> from hiring goldman sachs for anything. but i think that here, i mean,
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20% revenue decline, that is absolutely awful. i think it probably doesn't bode well for cody either and i would not read into anything for este lauder. >> sears, shares are down 13% since last december. one of its former executives is calling for the retailer to liquidate asap. former vp of corporate strategy. great to have you steve. >> hi. >> he's more of a liar than a leader. what did he lie about exactly? >> actually what i said in my piece is he's either lying or delusional. i think he has not indicated a strategy or articulated a strategy for sears to fight and win in the marketplace. he keeps talking about being an integrated retailer.
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developing the membership rewards program for them but not addressing the core issues which is having the products that customers want to buy and the places they want to buy them. >> in the recent meeting he said he's going to focus in on stores and be willing to close down or not renew the leases of the less profitable stores and shrink the footprint. if they short of become really small and get really focused, doesn't that go somewhere towards that goal of finding a reason of being? >> i don't think so. i'm not a big fan of the shrinking to prosperity model in general. if you look at the parts of business history, the tools business. where consumers want to buy them
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and until he addresses those issues which i'm not sure at this point how they get addressed, having a smaller footprint, investing in some of these nice bells and whistles don't address the underlying issue which is their not competitive in the key categories and consumers. >> i saw from your blog that you have some pension exposure at sears. >> right. >> i wonder very, very complicated financials i had and a very difficult time trying to understand the model there. where is the pension relative to where lambert is? >> some people were calling me out saying i had something against sears or lampert. i never met the guy. i would like nothing better to see sears turn around. i would like to see them survive because i have a supplemental retirement plan.
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that was really more of a response who thought i had some vendetta against sears or lampert or ax to grind which i don't. >> five reasons why sears should lick liquidate asap. >> when the trade goes against you, it turns into investment. that's what this has become. remember when lampert got into it. it was a breakup value for the real estate. it's a tough time. i think this is as much of a no-tough as radio shack. >> we have heard sears, jcpenney and office depot saying they're going to close stores. what happens to the mall owners where the tenants are sears or j jcpenne jcpenneys? is this a good thing. >> karen is more well versed. it didn't be unless you have new tenants coming in. i guess out with the old, in
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with the new. in terms of sears holding. you're talking about a guy who talked himself out of a kidnapping. ma maybe he is a bit delusional. i don't think you can be trying to play the stock from the short side. if anything, if there's even a whisper of them doing something, i think you play it for the short cover and bounce. >> it begs the question who is the net beneficiary of all this flow. why isn't there an amazon. there's so many things you do not have to go in the store for. i think the breakdown of the whole mall premise is out the window. >> showing the global economy is more stronger and the ceo of first energy joins us live for an interview. stay tuned. like 60,000 bonus points when i spent $5,000 in the first 3 months after i opened my account.
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board. chris, what do you see for the s&p on the charts? >> the chart looks fine in the context of very much an uptrend. fresh breakout today and when we go underneath the surface when things don't look as good. what i'm showing you is what percent of the s&p 500 is trading above it's 50 day moving average. while the index is at new high, only about 60% of stocks are actually in their day. it's unlikely we make a lot of progress above the 1925 range given the internal setup here. >> we have seen a lot of guys chased and hedge funds got whipped around. now we find ourselves at 500. we have kissed the 100 day and broke it. what we haven't kiss sd the 200 day. is that what you think the end gape is for the marketplace? >> remember, the 200 moving day
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average it is sloping. market can correct in time. which is i think what we have gone through over the last number of weeks and months. it's been about 375 trading days since the s&p 500 has touched. as we know the russell 2,000 touched it last week. we'll probably see it upwards sloping 200. >> what do you see in microsoft? >> fantastic chart. this is a long-term picture of microsoft. 15-year base. fresh break out above 40. we think 38, 39 is a great level. why we like the chart is because everyone else hates it. this is the percent of analysts that have a buy recommendation. the lowest it's been in 15 years. it's breaking out. we think it's an area within tech that can work here. >> chris, thanks. we appreciate it. >> my pressure. >> to brick the words of another
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favorite technical analysts of ours, the longer the base the higher the space. >> i don't know what that means. >> we mentioned the 15 -- >> i know -- >> let's talk microsoft, please. >> not only to the technical support but the fundamental support. we have said this a number of times. that last quarter was as fine a quarter they posted in decades. i think when a analysts start to warm up to the stock, i think it trades to the mid to upper 40s. >> major global economies, copper and nickel aluminum along with it. dennis, good to see you. these moves are basically predicated on the belief that china is going to step in and support the market in its own way through economic reform. you don't buy that? >> no. i think there's more going on
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than merely china and one doesn't speak about china as being mere. i think there's much more going on. nickel is strong. copper is strong. aluminum is strong. i think it was jimmy grant or myself 25 years ago who used to say copper had a phd in economics. i revamp that to say all the base metals have a master's degree. i think there's more going on here than merely a hope that china is going to do better. china is going to do fine. i think the base metals are telling you the world itself is going to do better. if they signal is not incumbent here, it's a real change for the last 40 to 50 years and i don't think that's going to happen. >> let's talk back, nickel. that's the one rising the most. could it be the supply issue and we're not seeing the demand side
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of it. but what's going on in indicate nichia that's cutting back on the supply. >> let's just toss nickel aside and they that's a one off circumstance. because indonesia is making market moves i find disagreeable. but copper is moving higher. tin is moving higher. all of those things are going up. if you want to cast nickel aside, you can. but it's hard to say with the other base metals moving higher that there's not something else going on here. >> thanks for joining us. >> thanks for having me on. >> dennis garman of the garman letter. >> one thing you have is you have the indian elections or we heard about the bombay sensex
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hitting a new high. in india they restricted people from carrying around too much cash. that kept people from buying gold. elections are over. you have the wedding season coming. price of gold attractive in india. i think you buy gold, you get a nice pop. >> this happened in china with luxury goods, right? then you see it in the world markets. it's kind of staggering to think about it. >> cut imports by over a half last month. >> what is the business then if -- anyway. >> time for pops and drops. pop for verifone up 9%. >> i owned this stock, sold it. i do believe longer term, point of sale, i believe it moves higher. i'm not in the name right here. >> fireeye up 8%.
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>> still after it being down $80, $90. but they announced they're going to have an analyst open house. trying to get the creditability up. i would still stay away. >> drop for allergan down 1%. karen. >> they rejected the offer from valeant. so valeant stock was down also. i don't think the rejection should have been a surprise. cheryl is maybe concerned they won't agree to go easily. >> pop for trip adviser up 6%. >> right after the bell, the knee jerk was to sell the stock down to the mid 70s. then 40 minutes later they guide revenues higher for entire 2015 i believe. we said that. this would trade in the high 80s. here we are now. i think a $95 price target -- or $107. i don't think it gets there but room for the up side. >> and apple reported $3.2
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million to buy beats, dr. dre. set to close on a $50 million home on tom brady and gizele bundchen. i mean you got a house, a moat. >> dr. dre. >> do i have to wear those -- they put them like on their neck. does it sound good like through your head? do you ever see that? >> who cares. the guy is a billionaire. >> solar stock backing in the sun. coming up the ceo of first energy tells us why he thinks spending on green energy will increase costs straight ahead on fast. that. well, did you know that game show hosts should only host game shows?
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to fit your business needs. and now it's even better because they've introduced startup new york... with the state creating dozens of tax-free zones where businesses pay no taxes for ten years. become the next business to discover the new new york. [ male announcer ] see if your business qualifies. . welcome back to "fast money." we have been watching shares of direct tv this afternoon. at&t in advance talked to acquire the satellite the tv provider for about $100 a share. the stock is up double digits
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since the deal mentioned. you can see getting a pop after hours up about 6%. that would value the company if the deal comes in at about $100 a share at about $51 billion. >> $51 billion. thanks for that. >> this has been a slow-moving merger here. we have heard about this for weeks. it's mazing to me that the stock is up now. you would think it's all priced in. so you know, at this point, i do think probably 100 bucks is going to be the number. >> solar stocks getting a boost today on renewed support from the white house. according to first energy chief, the totals are j-- could only rise costs. tony, great to have you with us. what caught our eye is that the speech you made to the chamber of commerce and you used strong
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language. i'm going to read an excerpt. you said i believe state and federal policy makers are di distorting the industry. >> i think we have been talking about this for quite some time. there's pressure in washington to deal from an environmental standpoint with many of the issues we face on a global basis. one of them has to do with coal and the use of coal. we're not just addressing how best to use coal in the environment. what we're using are other means such as mandates and subsidies for products that customers would not purchase on their own, that are uncompetitive in the marketplace and would do nothing but increase the price of
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electricity. when you think about an electric system that provides service to customers 365 days a year, 24 hours a day, customers need power that's reliable. they need power that's affordable. intermittent power like solar and wind needs to be backed up. as a result, you increase the cost of service that customers will ultimately pay. so it really becomes a question of how best you strike the balance between what we know will be needed in the future. that is renewable, resources whether they're wind or solar, energy efficiency will be a big part of our ongoing requirements. but how do you bring them into the system without having the unintended consequences without having too much reliance on resources that don't meet customer requirement? >> some would push back and say still the bulk of the
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electricity is generate from coal. that's still where we are at this juncture. we're not too heavily in renewables. some might say that you're make this argument because you're feeling the pinch, that you're power generation portfolio, you're on the coal side. 56% of the power you generate is generated by coal. 8% natural gas and 22% is nuclear. and coal and nuclear is what you address in the speech. are you on the wrong side of this as the path is moving away from you? >> we're probably about 30% nuclear. about 10% natural gas. about 5% renewable. in terms of capacity. not necessarily in terms of production because it doesn't rub run as much as the other facilities do. the fact of the matter is the country is going to need coal and going to need to rely on it for many years, not just last
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year or this year but for many years to come if we're going to meet the needs of our country. it's not just this country relying on coal. we're seeing across the globe, if we're truly going to increase the quality of life in multiple countries across the world, about three billion customers today, people in the world don't have electricity and they're going to rely on fossil fuels to meet that requirement. we have a global issue we have to deal with. we have to deal with it effectively and coal will be a piece of that puzzle. >> thanks for stopping by. tony alexander of first energy. today is the day where we saw the coal stocks really jump. >> positive analyst comments. china was also the positive catalyst. i believe there's been a war on coal. no such thing -- this administration believes that there's no such thing as clean
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coal. but if you believe in electric power, you have to believe in coal. these stocks have been so beaten up badly. you need to buy at this point a basket of these names. because some get hit harder. but it's a good time as ever to buy a basket of coal names. >> home building stocks enjoyed a nice rally today. traders are betting on a 12% move on one specific stock. we'll tell you what it is after the break. with fidelity's new active trader pro investing platform, the information that's important to you is all in one place, so finding more insight is easier. it's your idea powered by active trader pro. another way fidelity gives you a more powerful investing experience. call our specialists today to get up and running.
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tv and internet together like never before. home builders saw a nice pop today. mike with today's option action. >> we saw unusual activity in a few housing stocks. dr horten, that saw above-average activity. one trade that stuck out, the july 21 calls. someone bought 5,000 of those paying about 20 cents. it was an opening buyer. that's making a bullish bet that the homes could be above the 20% by july expiration. that reaches to the 19th. there's going to be a lot of
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housing news between now and then and all the april data begins next week. >> catch options actions every friday and check out the website. you tweeted. we traded. we're going to do tweets. this one is for cbs, a buy after the recent pullback? >> c -- >> b as in boy. >> you look at the quarter. it was fine. but the whole space has been you have to buy it. you have to put the quarters in your rear-view mirror. that's been true for a few years. in the entire space, i don't see anything changing. >> this one is for beakers, hold, sell or buy, xerox? >> sell. they're trying to copy ibm's strategy of moving into the services. i don't think it's going to work here. had a nice run off of 1050. i would take some profits.
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>> karen, thoughts on best buy? >> it's a tough one. if you believe amazon would continue to eat their lunch, then you can't buy it. it's actually not expensive. they seem to have stabilized the business. there seems to be a bit of growth there. i don't own it. but i wouldn't short it. >> would anybody own it on this desk, best buy? >> hashtag is the best buy guy. >> really? i don't know if he's in it now. >> i don't know if that answers my question. buy, sell or hold carnival? >> april is a good month. may not a great month. you have to wait to get a better month. go out to july. i have been in and out for the april trade. i'm not in it currently. >> tonight on "mad money," cramer is talking to the ceo of randgold.
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and got your first coming up. stay tuned. ♪ [ bell ringing, applause ] five tech stocks with more than a 10%... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up. [ male announcer ] now the world is your trading floor. get real-time market scanning wherever you are with the mobile trader app. from td ameritrade. wbecame your business. passion... with the mobile trader app. at&t can help simplify how you manage it. so you can focus on what you love most. when everyone and everything works together,
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let's take a check on shares of elizabeth arden. company saying it has hired goldman sachs to explore strategics. unusual considering it is open to exploring alternatives. time for the trade around the horn. >> potash. i believe it's coming back and closed the gap in all but trading above 40 is pretty much in its future right now. >> beakers. >> i mentioned gold earlier in the show. i think it's time to buy the gdx. >> karen. >> glpi. leisure properties. >> i don't think we have talked
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about. >> not las vegas though. we like it. long. >> u.s. steel is having a nice bounce. the stock trades and bounces. i think it's in for another bounce. 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 creigh mer ra. other want to make friends i'm trying to make you money. my job is to entertain you and educate you. call me at 1-800-743-cnbc or tweet me @jimcramer. what if
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