in the middle east more control. >> be safe when you are traveling this morning. good to see everybody. "fast money" is up in just a few moments with melissa lee. what's up, melissa. >> we'll give you top stocks to buy and top stocks to sell. >> over to you. >> thanks. at times square, i'm melissa lee. stoxx closing no at 17,000. our traders tonight -- and it's not just the broader market rallying. a number of individual names, netflix, 3-d systems. three of the sectors that led dow to 16 to within striking distance of 17k. can you still make money in these cases? brian, what do you say? >> i think you can. you let your winners run.

if tomorrow morning we're talking about what do i go out and buy, it's probably not the semis, it's probably not intel. in the airline space i would look at southwest air. that's the one that will be most leveraged to up the and downside of oil. >> tim seymour. >> it wasn't just about the strike of energy prices. to me it's the drillers, the offshore drillers. case in point, there's real demand coming on into the space as prices go on. baker hughes, halliburton, these are names that still work to their five-year average growth profiles. certainly on an evaluation basis, that's it. >> guy adami, would you roll into the sub sectors that did not do as well. >> for example? >> for example, the refiners. >> they're fine. we saw a huge capitulation. we saw a monster volume,

especially in valero. i think the headwind still exists. back to the airlines, they absolutely still work. they had some energy issues. they sold off as we saw a spike in crude oil. they recouped most of it. dell the to me is the one that still stands out, jetblue within a whisper of $11. >> can you be a believer in both the energy trade and airline trade? >> yes. >> yes, i think you can because they move for different reasons. i would say a stock like g.e. would not have participated yet. they have a monster buyback. it's not participating. i don't know why. they're going retest the highs at 28. >> is that enough to be in this trade, 28? 28's not that much. what's the risk reward on something like this? >> i think it's not bad. you probably have a dollar to the downside and a few dollars to the you upside.

>> if you're a fan of je, you're making a call on infrastructures. >> inhe broader markets, right? >> exactly. >> you know, here's the thing. listen. i've bing doing this like you guy. i can't buy stocks at all-time highs. and i can't come on tv and say you should be doing it too. i've also lived through two periods where stocks are at all-time highs and they've been cut in half. i'm not saying they're coming today, tomorrow, next week. >> i just indicated that is a bellwether for the broader industrial economy and therefore there are stocks that are not cheap their are not at 52-week highs. >> to me right now i'd rather play some laggards that are good quality names. >> you're not going to get -- it's -- >> you may not make a lot of money though. >> and you haven't for years

now. i think they're still being punished for it. it's all about ge capital. i think the street still discounts them way too much. you see what they're doing with the acquisition. they're becoming more like ge was 15, 20 years ago. i think they're going to get compensated. >> we've been talking energy. we have not been talking semiconductors. take a look. are you a believer -- >> listen. intelehad that great earnings guidance last week. you certainly have to be a believer. i'm playing microsoft. we're seeing it within intel. we've seen the p.c., the death of the p.c. slow down if not start to reaccelerate. i'd rather be at microsoft and intel. buying things at 52-week highs is tough. >> very quickly, if you look at

se semis, it will be -- i actually like intel over microsoft and i'll tell you why later in the show. >> that's a tease. talking about teases, we're going to be trading the records throughout the hour tonight. each of our traders will give us one stock they would buy at this stock and one they would sell. that's coming up. meantime we're looking at two names setting up for breakout moves in the second half of the year. who else do we go to, carter at the smart board. let's start off. >> it's one thing to buy weakness, which in principle is bad. that's what this theme is all about here. take a look at this comparative chart. you have a big energy name, forest products relative to the s&p about a year and a half. that is massive

underperformance. take a look at. this what is interesting and it is at a 52-week high, so some wouldn't like that. but there's a lot of authority to this level and the presumption is -- excuse me -- there we go. no, back. the presumption is that we're actually going to finally break out of this well-defined range and catch up to some extent with the market. again, it's a laggard but that's an opportunity because it is at a two-week high. same thing here with cooper cameron. well defined tops. it's very clear for the eye. well defined trend. and the presumption is, here, too, the equilibrium is at an end and this type of security will actually start to

participate. so it's a weakness. >> cpw, yeah, wayer hours for example. this was a $90,000 stock. this stock is nowhere in comparison. so i would push back. i understand what you're saying technically. the fact that it's finally started to approach the top of the range, that ee what it's all about. in this type of a market money looks for things that haven't participate and it goes after them. we believe this is one that the money will find and go after. >> carter, thanks. carter braxton worth. you do not want to buy stocks at the highs. >> i do not. >> how about these stocks.

>> the one thing i think is weyerhauser. >> you take a look at the chart. since april it's up 18%. it's got the momentum at its back, tim it's a lot to do with the split offof the real estate company. look at the entire housing sector. i don't think you're buying a stock as dan and brian are cautious about here. that's been chasing a 52-week high. you've got company specific cattle and some businesses that look interesting. >> it does look interesting. but i would rather rate for it to be a defined breakout. i'd rather trade 33 1/2, let it stay there for a couple of days. the current levels we're seeing 32 or so.

>> let's go to market flash. slightly lower in the afterhour session. dom. >> that's right. it was lower in the after hours. news that google has acquired a streaming music service called songsza. no terms, of course, were announced. that's their m.o., but the "new york post" last month said that google had offered to buy the company for around $15 million. pandora off by about we'll call it 0.7 d%. the deal comes one month after apple acquired beats for $3 billion. apple shares, they're reacting in some small way if at all. it's another big company lying google to get in on that turf that everybody wants a piece of and that's online music. melissa, back over to you.

>> thanks, dom. dan, what's the p.? >> i wanted to give them some time. these guys have 2 million and then they have 5 million free subs. that's a really good user base no matter how you look at it. so it doesn't matter that google is making a small acquisition. there's no shortage of potential buyers. 30 dollars, that's a big resistance level. >> coming up next, our traders will go through the stocks they think you should buy and sell right now throughout the hour. plus, netflix gets the goldman sale of approval. 3-d systems could be a takeover target. find out what the ceo said here on fast about whether he's sell the company. that's next. e checkup of the services your vehicle needs. so prepare your car for any road trip by taking it to an expert ford technician. because no matter your destination

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weyerhaeuser. it boosted the stocks. that kicks off our top trade tonight. a little late to the game, beakers? >> i think they are late to the game. we saw a couple other analysts come out and upgrade the stock as well. but here's what they're talking about. they're saying international subscriber growth is going to

explode. i think we've already known that. but they also talked about kids' content and programming. maybe making "orange is the new black" for kids. >> that wouldn't fly. >> you don't? that's called juvi. >> i can see the stock trying to make that 450 level and recessing the all-time heise. you pooh-pooh'd the question. i think goldman is completely late. >> very. >> it doesn't mean they're wrong. now you know it against the 450 level. that's one of your two options right here. >> this gets to me. we're in a place where the names are tote lal i indiscriminate about the name. this is a name with a lot of competition. >> you said that over and over again. >> orange is the new red or --

>> green is the new blue. you would have made that argument over and over again. >> so you're asking me to buy it today. granted i'm not telling you $100 ago that was the wrong call. i'm telling you today you're looking at that stop. >> last time it was that level it lost $9 million in two months so this is what you're dealing with here, people. if you want to get in here and you think the guy's late, there ee going to be opportunity to buy it. it's not going straight to 700. the international story may be fantastic but like b.k. said, it is. >> closing at 15%. the company canceled an appearance at an investor conference when speculation hit the seat. last month we asked the ceo whether he would entertain a takeover bid. here's what he said. >> the question is, you know, where else can we get scale and would it be interesting for us to partner with some of them. to the extent that somebody can

convince us that we could add value to our shareholders, you know, pursuing other avenues, i'm always open to suggestions how to grow at a faster rate than doubling every couple of years. >> let's bring in an analyst at capital r.z. records. great to have you with us. is 3-d a takeover unit? >> i think they would be more industrial, a company that 3-d system is going to eventually display. so i think there's a takeout potential. there's going to be one from the manufacturing sector companies versus the hps of the world. >> let's talk about a company like g. echlt. what would it do at the consumer

side of the business because that seems to me like the sticking point. if the industrial company buys it, what do you do with the consumer side of the business? is that then sold to another entity? >> possibly. if you look at 3-d d systems, t do. a lot of people talk about it. it's a freecall option. it's not why you buy it but it's a free call option of the company. >> of course, 3-d did an equitiy raise. he said, yes, he window. you do think he would buy more companies to lessen the fact he could take it out do. you get the sense he wants to actually stay independent? >> i think he does. i think he buys into the production and bringing into the broader system.

i think his strategy, his preference would be to do it alone as an independent entity. listen, the reason it did, they did it in the month of may. >> amit, we're going to live there. thank you. >> thank you. >> i mentioned 3-d because we went to their plant in cincinnati and we saw how they do print jet engines, metal parts. 3-d, you can print things like this. >> what is that? >> obviously it's my head -- no, it needs the same. >> come on. you were bringing your 3-d bobblehead to the show. >> what's the trait on 3d systems? >> it probably would be a $10 million deal. the trade is 32% short interest. although the stock can go down 10% it's impossible to be short

for all the reasons you just cited. you definitely can't buy it from the short side. the stock answer is you look better in person. >> hey. that's not nice at all. whatever. >> so i would look at some of the other players here because amit didn't say he would be taken out. he was looking to get growth. i taket he was looking to buy other companies, x-1, strategist, x-1 is probably my favorite name to play this. we'll see. i think that's probably more what we're seeing. >> our traders are giving you one stock to by, one stock to sell. >> we all know the trust. we know there's a fine around the corner. 2014 was a kitchen sink year.

comps look very good. the best play out there 0.85. and bad headlines. that's behind them. the quality in mexico is very good. this is a stock that's the best ahead of it. >> what would you sell? >> microsoft. >> other side of the trade. ultimately we're at a situation where they're not regenerating themselves. we know the drivers and apples and getting on to ipads and tablets will be good for them. had a massive run and it's trading very expensive to a five-year basis relative to big cap tech. >> we've got the bear case here, bull case here, who you do think is right? >> you know, i'd probably lean more with tim. i think some of the apple stuff. listen, if this surface ever catches some steam, they -- >> you would be more inclined to sell. you? >> i'm in the b.k. camp. >> microsoft had the best report

in 20 years in the last couple of weeks. they're kicking butt. >> holy cow. >> the rest of the desk will give us their buys and sells throughout the hour. meanwhile, go prohas doubled from 24 buck as share but is it close to hitting a creeling? that trade next. t casino, we put it to a street fight later on. more "fast money" straight ahead. ♪

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shares of camera maker gopro skyrocketing. charlie anderson of doherty and

company is the first to initiate gopro coverage. charlie, great to speak to you once again. when we first spoke i was saying you may be a little too blue sky and optimistic. here we are $20 above your price target. where do you go from here? >> yeah, it's tough. i would say the stat i was telling people today, it's currently trading at higher multiples than apple has in the last 20 year, so it's up there in the stratosphere, so i would say if people are buying, assuming they're going to sell 10 million cameras up from 4 million last year. at this point would you be inclined to take profits considering it's 20 bucks above your price target?

>> it dpentepends on the person. it really depends. like i said, it's a valuation that frankly i'm not sure we've seen for consumer electronics in a very long time. you know, the ceiling to me would be maybe garmin in 2007 did get up to 6 1/2 times the sales. this is about five times. if you believe they had a run, you'd stick with it. >> it had a run, but then what happened to garmin? let's go down memory lane here. >> sure. so that was subsumed by the cellphone. the difference with gopro is it's an accessory to the smartphone. you can use the smartphone as a remote. the people i've talk to don't believe the smartphone can be a replacement. it's kind of can they do it. >> charlie, we're going to leave it there. thank you for your time. charlie anderson of doherty.

it it's not exactly a pound on the table buy. >> no. but is it the greatest consumer brand i've ever seen? he's nailed it out of the gates in term of the slot but to me a lots of people can play in that space. >> there's what you're pricing in, right? i don't think anybody is going to think you're going to go from 4 million to 10 million, but you're pricing in there's going to be a whole other company. >> there i am. >> a whole other revenue stream coming in and that's why you're buying at this price. it's gob up too much. >> just quickly, options are trading on monday. what happens when there's the ability to select a bearish view? >> it's going to be hard. there's a small float here. so this is one where you're going to want to be careful. they're going to have widespreads. >> wall street meet silicon valley.

twitter adding it to the c suite. we've got the stocks. that's next. and the dow closing near 17,000 but 18,000 could be very far away. we've got a little bit of history to explain why. plus, the traders give you their stocks to buy and sell coming up on fast. about speeds and feeds. it's all about latency. it's all about how fast does it run. i often sit with enterprises who ask me about how mission critical and how's the performance of the cloud. and i tell them, if you can make gamers happy, you can make anybody happy. speed is made with the ibm cloud. tdd#: 1-800-345-2550 can take you in many directions. spark your curiosity tdd#: 1-800-345-2550 you read this. watch that. tdd#: 1-800-345-2550 you look for what's next. tdd#: 1-800-345-2550 at schwab, we can help turn inspiration into action tdd#: 1-800-345-2550 boost your trading iq with the help of

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money." we're live at the market in times square. the market marching toward the 17,000 lever and closing at another high. how long has it taken for the dow to hit each milestone since it cross 10d,000. dom with the up date at the headquarter. hey, dom. >> in the grand scheme of things it hasn't taken that long to get there. oftentimes traders look for patterns in the market. we take a look at how long it takes. now, the dow first closed at 10,000 back on march 29, 1999. and, of course, back then ron insana all over it. >> the seconds are ticking away. it's possible as the closing bell rings on wall street. the fourth attempt for dow,

10,000, appears to be successful. >> i can remember it. i was still just graduating from college back then. just 25 trading days later, we hit that dot-com crash then. it was another five years before we got to dow 12,000. but between dow 12 and 13 and dow 13 and 14,000, it only took a matter of months to clear each time and then of course we hit the great recession and that meant it would take us another four years to get from 14,000 to 15,000. but the march up to 15 and hopefully 17 k have been shorter stints. now, nobody's saying there's any kind of predictive power to these time lapses but it will give traders a moment to think when we hit 17,000 there may be a pit of a cause for concern before we get to 18,000. some will put more or less credence in data like this. it's still one point that some are considering whether you believe in the validity of patterns like this or not. it's something very alma naky.

back over to you. >> i think it's fun. thanks for that. guy ada ma. >> almanacy? what college did he graduate from? is it accredited? >> it wasn't georgetown. i was not a hoya. >> i'm sorry to hear that. i might have given him a tour back in the day. >> perhaps. it's fun. >> great report. ron insana with hair then. it's all very exciting. it's all about the s&ps. that was great for brian williams on the nightly news. >> let's get another to buy and another to sell. dan, what are you buying? >> real quick, siszcisco is onet falls in that g.e. cat. it's expected to earnings of about 6.5. you know who else is? cisco. they traded at 2 1/2 times.

're both a little expensive. cisco, you're going to play for a laggard. >> it's got a yield. >> yeah. they bought $8 billion worth of stock back this year alone. that's helped them. they need a little pickup in earnings growth. >> what are you selling? >> if you think the market is going to sell from 17,000 to 18,000, it's going to skip like that. i think ultimately those defensive sectors will get sold. >> we've got two more traders who will give us their stocks to buy and sell. meantime twitter keeps the revolving door spinning. it led the ipo as the company's new cfo. that was a good move, right? they're injecting wall street credibility. >> credibility is the brap game. now, if they can come up with

some cohesive strategy, they're starting to see more ads. to me twitter is a b to b business. they should focus on that. twitter means busy. >> a mysterious new buy now that b.k. has alluded to. let's bring in jason delray, senior commerce editor with more on what the button could mean for twitter's bomb line. now, jason, what would this allow a twitter user to do exactly? buy on the spot? >> that's exactly it. these buttons, if rolled out more broadly, which we expect to happen in the near future, would allow you to buy a product that's displayed within a tweet right from twitter. it could have huge implications for the business, but just because twitter starts selling stuff doesn't mean they want to bite. i expect it to slowly roll itted on and get the types of products that might make more sense.

>> how do you think this is going to be received by twitter users because i get the feeling they're not looking for things to buy. they're looking for information, looking for updates. in fact, the amount of space in a tweet is not enough to actually convince me to buy anything on the spot for that matter. >> sure. i expect them to do something -- do some type of in tell grags with the life events. the new commerce executive they hired last year was the former ceo of ticketmaster. so tickets could be something that happens during an event. they use it during events. >> speaking of the use cases we have the world cup going on right now. i don't know about you burke i'm getting a lot of informing on my twitter feed on the go. i see a lot of opportunities.

you put the buy buttons on. there's so many opportunities here. i have to assume that these moves that they're making are really going to increase user engagement which has really been one of the drags on the story right now. >> yeah. i think you're definitely on point there. as we see the issues with growth with a user number perspective, perhaps they can increase the revenue per user. i would assume there would be adds as well, clowing the loop for advertisers with the possibility of selling products right within a sponsored tweet. >> jason, glad to have you with us. guy adami -- >> what was the other going to be? >> facebook, twitter. >> go. >> player on game. >> player on game.

set up the rules it's like my childhood. >> great job by tim who nailed twitter at 29 and change. >> i'm out of it. >> now i think it's too much. if you're making me choose again, it's facebook. >> i've been on the call spread. i think we're going to have a moment where people stay rt to get the story. management was so ba at communicating it, now they've had new management. i think it happens soon. >> what do you think in. >> i think twitter is the one to buy. >> do you like the buttons? >> not so much the buttons. >> is it knnodo? >> it's facebook. they got new management in there, better public relations. i think it happens. >> time for pops and drops. we've got a price for line. dan? it's been consolidating. today oppenheimer initiated with a buy. the stock took off here.

it probably sees new highs or at least tests 1300. >> mastercard, 3%. beakers. >> there was a new story this morning they filed for use of bitcoin. i don't think that's why mastercard was up. >> drop for chesapeake, down 6%. >> you've got tape bombs out there as well. earlier in june they had the michigan attorney general charging them with racketeering. too many problems for chesapeake. if you want to be in a new space -- >> got a pop up. >> chinese internet going high. jd up come going up. they're ponying out what we know. the chinese e commerce market is bee bigger than the u.s. >> and we've got a pop for getting loaded.

>> starting out, doritos load. moz a really la treat with doritos. they're hoping some of the cheese ya managic will rupp off. >> let's hope they come up with breath mint. >> or a pepto-bismol. >> what about a nice green apple. cherries are in season. doritos loaded. that's disgusted. because your fingers get that cheese stuff on them and you can't get it off. >> have some fun, man. >> whatever. coming up, they go head to head on winn reports.

get your tablets and pcs. log on to pick the winner. and we reveal the one stock you would buy, the one stock you would sell. more facts straight ahead. ♪ [ radio chatter ] ♪ ♪ [ male announcer ] ike. ♪ andrew. ♪ rita. ivan. ♪ sandy. ♪ meet chris jackie joe shannon. minor damage, or major disaster,

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. as the dow and s&p hit record highs let's get another stock to buy, another to sell with booker. what would you buy? >> i'm liking at a discretionary area, comcast. the reason why, they lagged. if the economy is going to get better, which we're starting to see some of those signing, then names look this in the consumer discretionary could get more pop. comcast is my pop. >> what would you sell? >> dupont. it's going to be a tough buy. >> more specifically you don't like chemicals? >> no. in fact,'d rather go mon santa. >> guy will give us his picks to

buy. >> now? no. coming up. many gamblers are placing their bets on the world cup instead. the casino stocks jumped with wynn resorts at 1%. tonight you will get to pick the winner live. log on to cnbc.com/vote with your computer or tablet. vote as many time as you want. that's what i'm going do. tim's a bull, dan's a bear. 90 seconds total. tim, start it up. >> at the time we're looking at it, the casino stocks have pulled back, especially those dedicated to macaw. you look at those. they're 85, 90. the stock has suffered under the trends that the gaming part of their business is going down. wynn 2016 will double their

ebitda. it's already been priced into it. the stock looks very interesting on the market. >> dan. >> it's funny. you think about the valuation. coati coming on, that's a big part of it. stock very expensive. it traded at 20 times the earnings that's only supposed to grow 15% and accelerate 11% the following year. when you talk about discounting, the stock is in a down trend. to me it may be discounting a harder landing than people think is going on in china. i don't know. i've been bearish on the stock here and i have a put position. thing it's dangerous spot. but to me i think the valuation, the price action and the technicals, i think, don't add up right here. >> ultimately again what you're talking about is growth, but it's absolutely growing and what's happening is the mass market is much more profitable so they're being compensated and

going higher. look at mallco and a lot of these names. >> two seconds. >> you are an e.m. guy. the shanghai composite is off the 52-week low. >> we're practically out of time. weigh in. keep voting, by the way. keep voting. >> i've actually got go with dan here. wynn is actually expensive. if you want to be in that space, it's lvs. plus macaw revenue gaming for june. so it seems to be slowing down there. tim makes great points. i'd rather be with lvs. >> wow. so you sided with dan and tim pulled ahead. b.k. keep voting out there. >> i'm with tim on this. i think a lot of the bad news is in here. $200 seems to be decent support. it looks much better. >> let's close the votes now.

we're closing the votes and it looks like tim the bull is taking home the trophy. 13,000 votes, by the way. so good job out there. all right. qq is qqq is at an all-time high and we'll tell you how apple is crushing earnings. that's next. need to hire fast?nnouncer] go to ziprecruiter.com and post your job to over 30 of the web's leading job boards with a single click; then simply select the best candidates from one easy to review list. you put up one post and the next day you have all these candidates. makes my job a lot easier. [ female announcer ] over 100,000 businesses have already used zip recruiter and now you can use zip recruiter for free at a special site for tv viewers; go to ziprecruiter.com/offer2. at a special site for tv viewers; f provokes lust.

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the same. >> what would you do? >> i like the sell pick. i think this is a name that's struggled it's largely complete. >> would you, guys, buy pic or sell pick? >> i'd rather buy letter x but i wouldn't. >> ooh, taking the other side of your trade there. >> watson. >> nice call. >> the nasdaq hid a 14-year trade. the rally is just getting

start started. >> this is the nasdaq 100 etf. the call vacuum ran a little bit hot. a trader actually took some profits on 27,500 of the july 94 calls. they're at 95. qqq. he rolled it up to the july 25th weekly 96 calls and he bought the same amount. what's interesting about that, the one-week roll and up, that one more week is going to catch earnings from apple and they make 13% of the nasdaq 100. obviously expressing a view that some of the biggest names. i'm going to make one last point about the qqq. the top ten holdings make 15% of the weight, apple, 9% of them. it's ballish bet. real quickly, guys, here's the chart. i'm going to tell you this.

back in 2000, those are wacky times. we're all right there, so, you know. >> does anybody believe it's goish to cru going to crush it? >> they may, if they do, they've got all this. if you get weakness, you buy apple. >> i'll stand by that. >> i don't think they need to crush it either. i think in the past they needed to crush it. the numbers are going to be much more in line with the expedition throughout the next couple of years. >> more "options action" not this friday because it's a holiday but next friday. let's get to some tweets. we've got great crew, a lot of great tweets. b.k., this one's for you. any positives for big banks going into earnings? >> absolutely not. i do think there are some positive things happening in the market that may help these guys out. first of all, potentially you

get interest rates going higher. i sold short bonds on friday, i guess it was. if you get a little bit of an uptake, that should help them out. a lot of it is in a group like citigroup. we could have had everything wash out of this. so going in, i don't thing you get hurt being long. >> this is for you. what's your take? >> you start to see very good top line numbers across the entire internet space. this is a company that has a major competitive advantage. i do think you can stay long these names and i would put a basket together and i would include some of these names. >> guy. >> yes. >> thoughts? i think it's an aa.l.l. medicin. this is a $90 million company. like it. >> this one's for dan. will delta go to $45 and $50

before labor day. wasn't there a lot of activity at delta? >> i'm not sure. what i am sure of is i don't have a crystal ball, but the stock is great. it's got the 45-degree angle. let me say this. it's been hugging the average. if you're long in here, you may want to use that as a stop, you know, and kind of -- >> it has a nice upward glide path. >> tonight on "mad money," the market may be at an all-time high but some of the stocks on the upper crust haven't followed suit. tonight cramer calls out the winners over losers. we come right back. stay tuned. in a world that's changing faster than ever, we believe outshining the competition tomorrow

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time for the final trachltd let's go to tim seymour. teck is starting to buy. >> dr. kelly. >> spdr. >> nathan. >> these things are getting better, sell slu. >> angry.

jim cramer had them on beginning of june. i think the stock is breaking out to the upside i i'm melissa lee. thanks so much for watching. see you back tomorrow at 5:00 for more "fast money." in the meantime, do not go anywhere. "fast money" with jim cramer starts right now.