how long does it take to manufacture. >> about a day, this one. >> what's your sense of american manufactu manufacturing. >> in ten seconds. >> we're building in elkhart, indiana, and we have high confidence. >> i'm going to take this home. thank you, everybody. time for "fast money" with melissa lee. over to you guys. it's "fast money." apple fire sale. find out why they're cutting prices and making friends with costco. and the energy fade.

falling crude -- should they get out of energy, guys? >> well, a huge move on volero. you want to find stocks that have held in there. i want to go back to it, conaco-phillips. look for the names that have held in. i do this there's going to be an opportunity in others. psx. >> down 5% or so, the past week. volero, down 9%. >> marathon, down 12%. >> so, when do we buy these? or do we? >> no, we don't.

they keep going down. this was a closed -- i think that's extremely negative for the refiners. probably ultimately negative for us at the pump as well. >> well, it's a limited amount. we don't know how much it's going to be. >> there are some reports it's going to be expanded. they asked the commerce department about whether or not they could get an actual definition on what it may be like. anything that goes through a distillery process can be exported. so, for me, i agree with these guys.

xle, conaco-phillips. if you see wti start coming in, you might want to look at some of the names that haven't performed well this year. >> and the way they work, getting a little bit softer around the edges. we could see that next week, because there's going to be more of an election process in iraq. you talk about managing space, refiners have been waiting for them to crack for a while now. i would stay away from refiners. buy names. they've all had a good run, but i think the service names could continue. >> and i think conaco works.

>> i like the e and p space a lot as a second half story. with russia and china's deal, that's going to send a lot of crude and natural gas the opposite direction. europe needs it. i think that's going to push everybody to the north slope and to pull more crude oil from us. >> and l and g, i've been told to get out for months and years. i'm still in the name and i think it has the ability to go high, too. >> and glng, another way to play. and you have to potential to get some of the gas going over to

japan, maybe india. >> let's talk amazon. now, joining the battle for your fridge with amazon fridge. and a restaurant app. let's talk to karen short. >> i think the issue is, traditional grocery stores are not paying attention to this. we think this threat is much more imminent than grocers realize. because of the margin nature of the business, a 1% loss is a 10% loss. and that's not that high a bar

for amazon. >> -- a positive impact on amazon itself? >> i think for amazon, i don't cover amazon, ross does it, but to him, it's a no-brainer. the break-even analysis, it's just on food. to go into a new market, go in at a very low, break-even level, you have to assume that customers are going to be buying hi hig high-margin products. >> what happens to kroger and others? >> well, it takes time to build

a big store. amazon can just literally flip a switch. they could be retro fitting existing facilities and flip the switch, and suddenly, they're operating. it could be a quick disruption. and we try to point out, the operators in various markets, the operators in the top 25 markets, if you're not in the top three or four, you may not survive. >> with these types of disruptions, anybody in your universe that has that, a drop of 1% to margin is going to

hurt them. >> well, safeway had been more levered, but they're going public anyway. and the ones that rank the best, are the ones with no leverage. >> and the top one? >> whole foods. >> how do we trade this? >> wow. well, you know, whenever we talk about amazon, we talk about silly valuations. but we also say, for the year, this year, has been an extreme underperformer. i think it brings people in the doors, and with the fire phone, people are missing the boat. that's a way to get more retail sales done. and as far as getting the delivery of milk, that kind of

thing. >> and one example in the report, a company in the u.k., they now serve 70% of u.k. households in less than ten years. >> and -- a name like kroger, gone to $50, stock price. the stock has been parabollic, yes, but it wants to go higher still. >> and i think you're going to get another shot at the 306 level. but i think this is another reason to be buying amazon and forget about the little players.

>> watch our documentar documentary, "amazon rising" this weekend. and go pro, the stock soaring. is it too late? the traders will weigh in, next on "fast." here at optionsxpress our clients really seem to appreciate our powerful, easy-to-use platform. no,thank you. we know you're always looking for the best fill price. and walk limit automatically tries to find it for you just set your start and end price. and let it do its thing.

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♪ >> sounds like a wedding song. >> i fall for that every time. >> a lot of options lighting up our radar today. it's your chance to decide. do you want to hear about how he traded new star energy? give us your choice, we'll tell you about it later on. now, costco has apple products. is this a sign of trouble for

apple? >> well, i don't think that has, i don't think you can read into thanks apple is having problems selling their products. $172, that may be a magnet. we have a lot of expectations built into the stock. >> this sounds like the typical inventory plunge ahead of new products. >> and it wasn't, to me, it wasn't coincidence to split it seven for one. trying to go back to -- >> the canary in the coal mine. they cut the price, you know you're six weeks away from the

introduction. maybe one of our stocks we'll cover, maybe they'll feed this into the system. >> remember, go to cnbc.com to vote. >> well, our downside risk was $85. either i buy it on momentum, or buy it on weakness, $85. >> next up, day two of trading for go pro. the stock surged 14%. posting double digits on its second day of trade. >> well, you know where i stand.

i wouldn't buy. if it was a couple of weeks ago, this stock wouldn't sell. you're just buying hype. if the competition can do what they do very easily overnight. you're seeing revenue dropping prior. i wouldn't buy. >> well, doc, what would you do? >> well, stock ran to $40 instead of $31. >> what about the options? >> that's a good question. the fact that it's $2.9 billion, $3.9 cap, it could. >> and now, the second half

biooutlook. >> the hepatitis c space will be hot. more data will be presented on drugs in november. among bioteches, expect readouts with big implications on stocks. and it's been a record year, and analysts expect it to continue. and the second half's big names -- that's your second half biotech outlook. >> we mentioned flak from congress, i get it. but the last quarter it had, as good as has been posted by a company in quite some time.

got a big short interest. i think it should be rallying more than it is. if there's any positive news, it goes to $100. >> take a look at vtl, up 130%. >> which is -- vital therapy. >> and these stocks, i picked four of them up better than 130% in the last four days. so, they're right. these are stocks people are still focused on and will continue to explode to the north. >> there it's still time to vote. would you rather hear about how dr. j traded ns or idti?

vote as many times as you want. the viewers' favorite choice is next.

time for unusual activity. it's the second time we've done, viewer's choice edition. viewers voted, and they're now closed. the vote is for, looks like idt. >> integrated device technology.

for the likes of gaming consoles, set-top boxes, and smartphones. big-time, the open interest. meaning from the beginning of history of this option listed, only 600. today, traded over 4,800. so, a lot of people betting it will go a lot higher. >> did you have a trade? >> i did, i bought it today, and just along with the stock. >> high conviction call. time for pops and drops. big movers. a drop for dollar general, down 7%. >> well, i know that people want ikahn to prevail, but it may be

a long way off. >> abercrombie and fitch. >> he's put a higher price target, 60% on it. resistance is 47. i wouldn't buy. >> and gmcr. >> well, it's volatile. feels like it wants to go up from here. >> and dupont. >> well, they warmed up from this morning, but you want to buy monosanto on the weakness from dupont. >> and some breaking news from gm. >> another day, another set after recalls. this time, three of them. they cover an assortment of

model year 2014 to 2015 full-size pickup trucks and suvs. also, a number of 2014 model year chevy caprice police cars, and rear shock ab sasorbers for 2014 model year corvettes. and if you have a 2014 chevy caprice police car model, or a 2014 corvette, those are the vehicles covered. back to you. >> we know the number of recalls, but not the number of vehicles covered right now, correct?

>> we do, but there's an assortment of them. about 392-odd thousand of these pickups. >> thanks for that friday after the close, gm announces three more recalls. guy, what do we say about gm? >> uncool. but that goes without saying. and the stock, it has less and less effect on the stock. people become numb. still the way to play the space, downstream with the autoparts makers. >> and gm, go and do something else. there's going to be more of these. >> doc, how would you play gm on

monday? >> i think it continues to trade down. not huge, but there's going to be -- anytime there's a hint of anything, they're going to have to overreact to it. buy ford on monday. >> i understand, and i totally agree. just buy ford. >> that does it for us. see you back on monday at 5:00. and next, "options action" starts right after this break. have a great weekend. 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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♪ this is "options action." tonight, jackpot. vegas gaming revenues are soaring. but what is the unlikely winner traders are betting on? >> and we'll tell you why there's a problem with yahoo and where you canas