become an economic disaster. >> we got facebook, though. >> and twitter. >> and the stock exchange closed for five months when the war started. >> it's hard to imagine, it's important to remember it. thank you all for being hire. that does it here for us on "closing bell." "fast money" is up next. "fast money" starts right now. live from the nasdaq market out of new york's city time's square. tim seymour, gordon johnson and karen finerman and guy adami, the end of the michael kor's run, he stood out, despite strong numbers this market, kor's margins got investors fleeing. will it go the way like lululemon and coke. a company we seen time and time again, it expands, expands, expands, suddenly it expands too far, there is too much invent

ore, it sets in. >> i don't think it was that bad. i think the call didn't go as it hoped. people thought john idol the ceo was difficult on the call to me it's much more about the momentum trade than the business, itself, is collapsing. i don't think that's happening. i think there is still growth there. it's not wildly expensive. we puke out of momentum buyers. >> if you look at the volume, probably seven times the normal volume. i thought the quarter was pretty good. i thought giants was good, operating margins, better than the street was expecting. not that far off from where they were last year. to karen's point, it's a moment item stock that's broken, bimp the sell-off, i think kor's trade looks interesting. >> coach was a broken company or a kane in transition going to a

lifestyle brand, et cetera. people look at kors. they say the cops are way too differently. the north america is way too troubling. wholesale is better. this is to me all about valuation. it's not 445. they've grown into a multiple which isn't bad. sought some point you have to say, i can't do this army. there are other high multiple high momentum high sexy stocks that i don't think can withhold it. i think we will see there other places. >> when we see the moment item come out of momentum stocks, it's really hard sleding for the investor. the continued investment from kors and things from ecommerce, they suggest the margins will continue to be weak. it's trading 18 times, s&p 16 times. some people are taking profits, even though the stock has been weak, that's why the stock was

weak today t. guidance, i think that may be pressure for the stock, you know, looking forward. >> can i interject quickly? that's a good looking side of the desk moving forward. >> you got to be clear. >> i would say 60%. >> sorry. 30. >> half. >> let's bring in john morris of capital markets. he lowered his price target on mike kors from 80 to $90. good to have you with us, what are we witnessing here in the story? >> listening to the comments that are thrown in, longer term, maybe there is a little of a shift here. here's the thing why you don't want to jump in too quickly on the name right now is thener term uncertainty, what we saw again is second quarter, retail sector, segment gross par jens came down. why is that? because they're starting to promote. that means you now have to start to ask the question, where is the floor and the margin? so i think you will have

investors freting for the time being. yes, valuation. at what valuation is a good question, what will that lyn hinge on? that gross margin level settles out. here's a company settling, a lot of product proliferation. the thing is they said they flow in too early in may, what, like why did they do that? they must have had to have done that. what does that say about your fall hol da i? >> i talked to them in the follow-up management 101 call this afternoon. they indicated the reason they did is they needed to follow more freshness, more newness. it's may. you don't need to fall in may. >> in spring in may, they bring in fall in may, that's the solution? >> they had to mark it out or move it out. now you got a question for your fall holiday outlook. that's the next upcoming really important quarter, so are the consume ertz, they didn't like what they saw for fall in may. are they going to like it better in september? perhaps.

i think it's uncertain. >> getting to the business model. are you more concerned? i'm excited about it. they throw a lot of money at new capex at a time within they have all these new lines out in the fall. this oto me seems more where people are concerned. >> just to hit on these points, certainly, glass half full. a lot of investing for the future. is this happening at the wrong time. because you have expansion on multiple continents. you got starting up new businesses like they will ramp out ecom and start the men's business. maybe they will be doing this at the wrong time when everyone is starting to ratchet down. this could be a situation where you go into the next coach or it could settle down here? >> it's so far away from this being the next, sorry to interrupt. i'm going to ask a question myself. let me ask you something. just to give you a little of a hard time. you have an $80 price target, the stock is what 77? i don't know where it closed. what does that mean?

were you $3 bucks away, were you saying,led who, sell, what does that mean? >> well, okay. first of all, that's really resting on a forward, that's relative to growth. so if we lock at maybe high teens, low 20% growth, you are really in a transition phase here, where it means, you know, at best guess you will wind up giving a little haircut to that growth. because you don't know where that floor will be on a go forward basis. what it says to me is right now stocks probably dead money until we get clarity on where that margin floor is going to be. >> that might not happen until the beginning of next year. once you are through the holiday season? >> listen. i am pulling for kors. i want them to come back and show us this isn't a pure product proliferation. this man is doing a lot of creative things. now we need visible on fall and how they will look. they kind of told us today that maybe the timing of the fall

product wasn't right but consumers weren't jumping all over it. this isn't apparel. this is handbags and accessories, not so seasonal. >> john, great to have you with us. so is it dead money? that's a question we have to deal with tonight. >> i think it is. i will bring up really quickly. there are a bunch of high multiple stocks and they've struggled after very good numbers. i'm talking delta, facebook, williams company, these are all great companies. they have great numbers and the market is telling you something. so at some point it gets back to valuation, where they they meet expectation? you have to be careful. >> kors is 24 times? >> 18 times forward. >> okay. kate is 27 or so, coach is what, ten-ish? >> coach, i guess it's lard to know what it really is. but i mean the 18 for kors, i don't know, i think extrapolateing off the one data point. remember, the stock was 110 more

than a $100 stock, it's down 25%. i think, you know, i don't know, 70. >> gross margins disapointing. operating margins not bad. i would say actually good. i think you buy it for a trade right here. >> we have earnings alert. dom. >> melissa, guys, check out what's happening with the aig shares. the insurance conglomerate reporting a better tan expected 12.5% rise in second quarter profits. it was boosted in kor's ops, the company also settled a class action lawsuit over misleading investors from before the financial crisis for about $960 million. that stock again up about 2.5 morr2.5% after market highs. >> tim. >> the one thing with aig, there is upside on the restructuring

business. it has this inherent optionality like citibank. guy said the at the closing bell. this is a kane that caused so much death and destruction it's trading at a discount whether they're hitting on all cylinders or not. so these numbers were very, very good. they traded a discount to their peer group. i think they will. >> look out ipad lovers, micheel soft surface has a few partnership. you got the details. plus we got the latest on the ebola outbreak in the biotech stocks, they're having wild rides because of it. that's next. .

mieshlg soft is kicking off games tonight. coaches and players participate in what is a reported $440ment-year deal, does this give microsoft and specifically the surface a cool factor, karen? >> no. >> maybe it does, maybe it doesn't, it doesn't move the needle for a company like microsoft. that's a kind of a little bit cool. it's cool the stock here is at

43. it was 28 a year ago. that's cooler than the surface thing. there is no way this will move. >> that's not very bold in terms of investors, what you want to do with microsoft. >> that is not a reason to move the stock. microsoft cool factor is not the reason to move the stock. the movement of the cloud is encouraging. the nokia transaction was interesting. the fact that the operating system will be on, they're easing tear way into the pain stream. this is all about the annuity streams, a kane you buy it when it's cheap. i don't think you can buy it at 43 and say it's cheap. >> i think july 21st when they reported. question 45, a lot of people said here's the move to 50. we said, there is a lot of work to get to $50 bucks. fade in at 45. take profits. we have been talking about the name. rick sherman was a doctor 45 guy. i still think it trade down to $40 bucks. we'll re-visit it then. >> next up, deutsche bank upgrading u.s. steel, raising

the price target on sales to $40 to $28, guy. >> key bank did the statement thing, basically the same upgrade from to buy from hold. we talked about it. steel stocks, you got to buy them, upgrade them when the fuse flow is at its worse, which it was a couple months ago, u.s. steel meandering around 24 bucks. now it's gotten a little ahead of itself. can you own it here, still? few want to own the game, yes, you can. the stock has to be tight, basically a 32, 33, the levels a couple years ago. >> do you think deutsche is late to the game? >> no, i don't. i think the u.s. steel stocks will be strong. i think the issue is price gap between u.s. steel and china is significant giving the bears ammunition. the distributors are low. u.s. steel is guiding you to essentially a $in earnings.

it gets you to 40 cents a stock. guys like ak and nucore do pretty well. it pains many eto say this i think the u.s. steel stocks are going to go higher. >> there is specific x-story items the analysts flag, it's also the car nelggy way, you know, cost savings. >> which we mentioned. u.s. steel, we talked about that. >> i remember. >> now, here's the stock, 25%, 30% higher. >> i think that's the way certain names are going higher. you need now non-residential to recover dramatically for someone like nucore, that's more than half their revenues to be a boost. it's hard to be selling short. >> mcdonald's serving a full men new in beijing after mcdonald's were forced to cut back on popular offerings. the mcdonald's saying it might not meet its sales forecast based on the coin supplier. this coming from an sec filing.

>> they will announce those numbers on the 8th of august. manying donald's is up yum is up on announcements. ace 82 pacific, middle east africa is 20% of their sales, china and japan are half of those sales. this is a big deal. i think you owe pittsburgh donald's almost as a toll return play. it's defensively priced at 16.5, 17 times. you are not buying chipotle or starbucks. there is a stock you can own here. >> are you buying growth with mcdonald's? >> if you buy it this multiple with that yield. >> a 3% yield. >> after this number has been ray nounced. unless you think they will get kicked out of china, look, china threatened a lot of stuff. china the restaurant that kept food on my bones when i lived if russia. i didn't have many. ultimately. >> phones or? >> i don't know what he was

referring to. >> calls were too skinny. they're still skinny. at the end of the day, they have a lot to learn about in terms of core markets. >> the china thing goes. the north american issue comes back before. >> the point is priced in. here it traded down to basically 92, 93, which is a 52-week low we saw in january. now it gets interesting again on a valuation, buy it in case the tape behives itself. that's what i think you are looking at here, at 99 and 100. it struggled at those levels many times. >> the ebola outbreak hitting close to home. as an men infected with the virus treated in atlanta. now new concerns over a patient with worrying symptoms at new york's mt. sinai hospital. there is current lino cure and a number of pharma companies are developing drugs to treat this disease. dom chu is back with a look at these and the wild stock. dom, we should be clear, a lot of these companies are small cap companies. >> that's right. that's the full disclosure part. they could swing quite a bit.

they are on the smaller side. let's start with a company tekmura, it opened stronger on the hopes that an experimental ebola treatment would be renewed by the fda after a clinical hold last month and biocryst. there is a privately held company map biopharmaceuticals, there are reports that its drug was showing signs or promise. it showed competitors like tekmura down in trading. some analysts contend with the current six, investors should proceed with caution when it comes to these types of truck companies. >> it is unclear whether these therapies will get used, will get commercialized and whether or not any of these companies request actually profit off the buy risk in africa, where there

is obviously not a large amount of money to pay for theerps. so, again, high risk situation here with these plays, so one would need to be extremely cautious. >> now, speaking of caution, that's also the approach that many health care professionals are taking as well as on the ground in west africa and, okay, here. that should help ease concerns about possible spreading of that ebola. >> we have very strict protocols. those protocols are established before these patients arrive, while they're here and then even after the resolution of their infection. we are going to have all these protocols all set from the most fixs to the nursing staff to the people who take the garbage out. >> so cushion very much the name of the game. investors want to play these stocks, melissa, pay close attention to all the developments on the news front for sure. back over to you. >> for biocryst, it actually had a new high in today's session. we seen this time and time again with various outbreaks along the

way, we seen these stocks buried with the action because of the headline, it doesn't necessarily amount to too much. >> i think the market got $312 m i'll stay away from that. you know the space, let's talk about quickly. amgen had a spink quarter. as did gilead and celgene has been under fire. i think the race is in play. i don't think it's in a bubble. i don't think valuations are in that stretch. this is a headline. i get it. the more reasons to own these names. >> i'm hard pressed about anthrax or whatever it was, with rebuying the next day on fear was the right thing to do. >> right. >> so i definitely would stay away. >> biocryst, few look at the charts, it's not as if it was priced in, this event into a new valuation threshold, so in other words, around 12 to $13 bucks. this is where the stock has been

trading the last year. not on ebola news, if you look at the valuation, they're not making money. it's a momentum stock you are basically playing with a lottery tick. it hasn't priced in this event if that's what you are looking for. >> coming up, the high cost of low prices, what wal-mart is doing to up the ante against amazon and why it may shake up the space later. getting ready to take a roadtrip over the summer. the turmoil and pain at the pump ahead. we are ba in two. . .

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wal-mart beefing up the online presence to take on the life with amazon, amazon pay

have a weak spot. joining us now is j. j. pratt. >> so wal-mart is evolveing now j.j. it's trying to be more like amazon. but that would have to assume that amazon's model is the right one for the future. is that? >> that's right. i think for the federal government couple of years, this is going to be very, very important. the stuff we talk about. behind the scenes there is another battle going on, retailers and amazon would like to have tear business. so a couple guys, you look at the fashion world, kate spade has done this. there is a branded section on the website. i think a lot of the other guys probably don't want to do this. i've spoken to a couple private companies, one a company called scotty vetss, he has about $10 million in sales. he says it would be cheaper to throw in the towel and let amazon do all of it. you don't want to give up

control of your brand which they've spent so much time to build. >> and customer service, assuming amazon will deliver the right product at the right time we are saw what happened with last holiday season. so in terms of wal-mart, moving closer to amazon, could it actually be a competitive threat? >> i think it will be really hard. i think everyone gives amazon a break to invest heavily in things leak cheap shipping, being very competitive on pricing. if wal-mart tries to do too much of that, i this think the street will flip out. they can do more. they should. there is no doubt over time more retail will be online. the penetration level is very, very low. that's a lot of the stuff wal-mart is selling. then to focus on this makes complete sense. the ecommerce business is growing 25:30%, whereas we know it's been very, very sluggish, basically for the growth for the brick and mortar stuff. >> it seems like the victories that the traditional retailers have made are pure victories at

this point. yet, wal-mart is best positioned for me. they have logistics and supply chain that can rival amazon and exceed them if they want to. why can't these guys generate a price war that will be destructive probably for par jens, ultimately, allow them to do it. amazon has been rewarded for that tactic. why is wal-mart not? >> i think it's the investor base. they're a little late to the game. that i have a decent web presence, it's not like amazon's, it's not their core stuff. the other question i think you were getting at is what is the web, what is ecommerce of the future going to look like? will it be a marketplace or will we go to individual brand sites? some others, like ar manny.com, amazon.com. they will never want to sell at amazon. you might want want to to shop on amazon either. that's the big question here. >> j. j. thanks for coming back.

j.j. flash, john general. >> they should outro his mufblg when he leaves. >> yes, they should. [ music playing ] >> i guess he has to leave now. >> the stocks, i think the stock's in trouble, though. i think the stock is in trouble. this was againious visionary. ten-year, 20-year plan. that doesn't cut it today. although it bounced today, i get a bad feeling we will retest that 285 level. i'm not sure it changes this time. >> i think amazon is in trouble. there may be others that follow wal-mart's lead. i just want to add, my name is gordon. i'm the real flash gordon here. >> oh, wow. >> the guys control the brand. so ralph lauren, nike, these guys probably benefit from the disintermediation, as margins increase, those are the guys that play on ecommerce. >> it doesn't matter, amazon

can't be all things. >> well, trying, i just think 70 times free cash flow versus wal-mart in the 20s. i just, you know, i never would have been in amazon past probably 100. now it's 300. >> how does wal-mart appear in the backdrop? >> i would if i could put on trade for five years, long wal-mart, short amazon, i think i would make a fair amount of money. >> short amazon. >> "fast money" trade. >> coming up next the big brands facing major pressure to raise prices. could it be a wake-up call for the fed? later, maybe you are addicted to coffee, cigarettes, like others, the few kim kardashian game. kim's new app has people everywhere confessing on anonymous new yorkers like whisper, some write i'm more invested in the kim kardashian game than in my real life. we are going behind the company behind the app. blue possibly later on, stay tuned. ♪

[ woman ] if you have moderate to severe rheumatoid arthritis like me, .

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chipotle, companies across all industries are reporting raising prices. should we be worried about inflation? sarah eisen joins us now to break it down. >> if you ask the fed, for the, if you ask corporate america, yes. worried? maybe not so much. clearly across industries, whether you are talking food and grocery items or homes or other consumer products, expect higher prices. that was the word from corporate america. we've gotten more than three-quarters worth of earnings, from hersheys to mars, you are seeing 7 to 8% prices, coffee companies are dealing with commodity costs are going to be raising prices. pick out other fames because they're not necessarily in the food aisle, not necessarily saying higher sales. we saul that from reynolds american, a tobacco company. it's a seen of confidence after several quarters are actually

doing it. we'll see whether consumers respond when it comes to chipotle. they got 17.4% same sales growth at the end of april. that certainly worked out. when it comes to the bakes like the food companies like kraft. >> this is what tim talked about. does that mean the fed is behind the curve in a major way? >> it means the federal reserve data is hitting corporate perk right now. if fed looks at cpi, it's much broth broader. it's a longer trend. this is sort of the real time what is happening on the ground. that's why you hear a lot of criticism right now. why does jaent yellin not eat, not buy gas? does she feel it? >> let me ask you, do you see on the flipside labor is that getting any inflationary.

>> anything. >>. >> that's the fed's defense, they're seeing slack in the labor mark. slack in the economy, not reaching tear inflationary goals. we are starting to see signs that it could bubble up. we saw the unemployment cost index both higher. a sign companies are dealing with higher costs, usually they do come to labor. that's not what inflation is about. obviously, it's big. these higher consumer prices are certainly worth paying attention to. i do want to mention, it's not just because of the higher commodity. it's innovation. we see nike and other companies, pepsico talked about this with frito lay. that gives them an excuse as well. >> sarah eisen, the good thing is that the companies are able to hold onto the price increase. >> looking forward. >> they are not discounting. they are staying with their highest margin. the other thing is the dollar has been weak. there lab more buying power. it's helped these guys.

i think that's turning. i think it will be a big problem. >> i think 50 basis points from full utilization will be a big problem. it will be a big problem sooner than many expect. >> you always have been in this case where deflation can be -- >> i think we are getting it for the wrong reasons, delation will be the fear, we'll see. if we had inflation, if the economy was as strong as the market suggests, we'd have them close to the 4. you want to play itch. look to the move the downside hershey has had. basically, it's a $90 level. few want to play it for a bounce, sarah might be interested. speaking of price, last month, gas buddy told wrus he thought gas prices were headed. take a listen. >> i think the word is drift. i think we drift a little lower here in the short term. >> lower. >> then we drift much lower after labor day. >> he was right. we are heading into august at a four-year low for gas prices.

let's bring back gasbuddy.com. tom, good to see you again. now what? >> now i think we drift a little lower. we probably overreact. it wouldn't surprise me if we see an overreaction in world crude markets and an overreaction if gasoline. we will move lower in a week or so, my hunch is we will get fortified, you have to watch the last quarter of the year. you guys were talking inflation. it's got to be deflationary on the oil side, the lowest quarterly prices since 2010. lower diesel prices and jet fuel prices, not 2010 or 2009 levels. low enough so that it makes a difference for consumers. >> is there any other factor there, not deflation, could it be a switch to other fuels, that its actually starting to make a difference? you have been waiting for this for years. could it be happening?

>> i think it's got the potential to make a difference in the second half of the decade, when things are cool, tesla is cool. people will switch to electricity whether or not it makes sense, right now, they're not doing that in great, great numbers. later this decade, i would expect a little more of the electric vehicles. have you as to watch tesla to get something with a price point that attracts consumers. that can have a lot more pizzas than whether you save money or not. >> not just tesla, we've seen pen trax increase of electric vehicles. some of the decrease are inaugural gas prices due to the pen traegs of electric veepgs. >> it's not due to penetration, it's due to cafe standards and due to the fact when you trade in a car now the kafrg car is 11.4-years-old, that goes for 36 and change later this decade, in the next decade it goes to 56 or whatever. so there will have to be major changes that are legislated. now it's up to people to choose

vehicles that they're going to be able use when those standards get in. >> it will be smaller, it will be lighter, ten years from now. >> tom, thanks for coming by. this could be good news for the airlines. he says it's lower for jet fuel. >> it's one of the reasons the airlines can be trading at higher multiples. the other aspect is you got infrastructure. the reason prices are fallingb, there are alternative fuels. demand is not going up. we are growing 3% a year. the way our infrastructure plays, i get back to ge. this is a corbett. these guys are doing it, i like ge a lot. >> time for drops and pops. >> huge mover, realology. i think you can own realogy.

>> pop for disney up 2%. >> disney reports tomorrow. that i have been hitting on all cylinders, the theme parks, i bet you watch three or four times a day. >> at least. >> so theme parks, but the stoitds are doing very well. this is a fame that may be suffering from the coresesque. the multiples may be too rich. the bar may be too high. >> i.t. educational services down 4610 that that's not a drop. that's a disaster. this goes to the point that a summer friday release is never a good thing. that's what we saw here friday after the close, they announced they would not be closing their real estate sales lease back that they needed for the balance sheet. that's a good thing. you lad a short interest here, something in the 40s. >> 46%. >> a lot of money to be made either way. i'm not clear which way. so you don't need to play. >> drop for sun power, down 1%. >> up 40% over the past year.

the recent quarter was very bad. 12 megawatts in residential. they will not announce their yield code until the end of the year. there will be continued weak inside there, we stay away from it. kim kardashian celebrity app is bringing in $700,000 a day for game maker blue mobile. shares are down 25% in the past week. is one app to make a bet on the stock? coming up, talking to the ceo of blue mobile. it's certainly enough to capture the attention of one of our traders. the c-list celebrity status all day will he make it? find out when "fast money" comes right back. .

. let's get an earning flash on a spike in the after hours session, dom. >> melissa spikeing about 12%. gt advanced technologies, this is the materials tech following producer. it's a supplier to apple. the sapphire crystal business that may be familiar to earn investors out there. but, here's the big but, it raised its full year profit guidance. it said in its factory in

arizona is nearly complete. as a result, you see those shares up again 12%. a nice run here for a big supplier for the part is phone buyer. over to you. >> this is one we talked about quite some time. there is a believe the sapphire glass will be using the eye watch. this is reason enough to buy this stock? >> well, when we talked about it. i think it was. the move you got to be careful here. it's a big bounce, this is one of those names, if you clunked the move today, you look to buy it the next dip. >> shares of blue mobile, the company behind the viral kim kardashian game having a rough ride. the stock is off 23% after the company beat expectation. announcing the largest arrival c games. can blue mobile make it back to the a-list? >> let's bring in the ceo. >> great to be here. >> can you talk to us about the guidance, a lot of analysts are saying the guidance is very

conservative because you're factoring if decline in kim kardashian in terms of its popularity. at the same, what types of visible do you have in terms of factoring in how popular or not popular a game will get? >> philosophically we have beaten fear term guidance. i have done 18 quarters of beating. we are definitely if uncartered territory. this is the first game of its type top five grossing. it's innovative. it's the best rated game in the store. 60,000 store reviews. after analyst has 8, doctor 10 price targets. obviously, we want to be sure the long-term direction of the game is something we continue to beat on. right now, you know, there is for the doubt that people are trying to figure out what the discount rate is on that title. it is an important time. it's not our only one. >> there is an important game if that you have kim kardashian

involved if proposing this. you take a look at kim kardashian's instagram account. which tim was dheblging out during the break. she has avatar in the game on instagram. how involved is she? i think a lot of investors, if they notice kim kardashian is hands-on that, can translate to the game remaining popular. >> that's right. i said a number of time she and i exchange an e-mail or two a day, a call every couple of weeks. she is involved in the look and feel of the game the content updates. she is proud of it. the reality is it is the best reviewed game in the entire apple store right now i would argue and it's unique. so i think when you see games like this that get in the top five, ten grossing, they tend to have longer lives than games that don't get in the top ten. so ultimately, i, of courseing, want to err on the side of conservatives. the reality is i think lit go years not months.

>> so in order for it to go years, are there different iterations of the game already in the works? is there a kkh 2 coming out soon? >> ewithin talked about se questions. we said we would operate it as aggressive up to dit. every two weeks we bring out a new location or kim's picks new line, that didn't go a long time. obviously, you see it mirrors, it rhymes with the real world. this is the only game you get a bit of kim's world in your pock. you can interact with her whenever you want, however you want, exactly. the average person is playing a number of sessions a day for as many minutes as they would like actually. >> right. i'm wondering if you are in tune with some of the criticisms, obviously, when a game gets more and more popular, particularly among youth, parents get a little angry. so there have been some posts out there. so this one i believe is from facebook saying warning parents the kardashian hollywood game

passed our poor 11-year-old itself spent $120 in two days. he can't believe he lost so much money. those kardashian pigs and their app designers. that would be in part you. in terms of the in app purchases, can you boy? is that possible? >> i am not aware of anyway you can bypass google or apple controls. these are the biggest tech companies in the country. >> part is guy. >> they have the safest parental controls, et cetera. it's a symptom of success if you get a lot of people playing something, eventually someone will misuse something somewhere. >> kim kardashian, where in the rankings she will be in the game, be in the rankings in two quarters? >> so she peaked at about number three grossing. i think she is number five-ish. in two quarters, i think she will be in the top ten grossing, lower down the top ten tan the

top. >> how many other games will have you if that top ten by then? >> including the fast.game. >> no one will want to play that. >> i hope we have another one the next yeempl our company grows strongly year in, year out. there is quarterly volatility. >> nick nicolo demassi, thank you for coming by. >> we made a little money. it was not my position, not my kind of thing. although i got to say i have been amazed at the popularity of this game. it's not my kind of thing. same as kaentd crush. >> all right. casino see czars entertainment falling today. why investors are going to cash out of the stock. more "fast" straight ahead. .

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. >> mike koe is in texas with this. mike. >> it's interesting. here's a fame unlike the other kacy for the stocks doesn't trade a lot of options. one of the reasons unlike the other names, this one doesn't have exposure, but rather to places in the united states where gaming hasn't been that strong. you would think after the stock fell so sharply, all of the call activity we saw today and it was ten times the usual amount. it might have been people trying to make that catch the falling knife bet the stock could spring back. in fact, that isn't what was happening. we saw sellers, initiating opening sellers of the august 14-and-a-half an 15-and-a-half calls. those expire a week from the coming friday him that es people

are betting the stock will not recover in the next two peeks even to the opening place it had today. >> thanks, mike. check out the website at optionsaction.cnbc.com. time for tweets. >> i love this. tim. what's going on with yahoo? >> i tell you, what itself going on with yahoo, it's trading on the ali baba expiration and the stub and expectations of how they will spend the money and the tax implications of the money. this is a vortex. it's a 32 to $38 trade. i think somewhere around $38 bucks you have to fade it. it's probably going to trade lower again, i think you boy it. >> there is for gordon, first seller earnings, buy or sell? >> actually. we will be buying on the earnings. i think first solar has enough to report whatever they want. we think there is risk in 2015. we think they will report a

number inline to above consensus and they will reiterate their four-year guidance. >> this is for the chair woman. what do you think of the biotech for first something's ira? >> i don't like picking specific stocks. we've done the xbi or ibb. can you do a little of both and hang onto it for a long time. >> we will come right back. stay tuned. .

tim seymour. >> has anybody checked out emerging market up 8.5%, korea to me is the best eps growth and momentum. ewy is a place to play that. take a look. >> gordon johnson. >> we like sun edison. i think sun edison will do very well. the stock has been weak on the turf ipo. they are out there buying and winning projects because they have a lower cost of capital than the competition.

we like the strong. we belong it. >> karen. >> we had disney a long time. they've done a great job. it's flurting at an all time high. we are selling calls against it for earnings tomorrow. >> korsattorney. >> krntion ros. >> i'm melissa lee. "mad money" starts right now. >> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to save you money. my job isn't just to entertain but to coach and teach you. call me at 1-800-743-cnbc. or tweet me @jimcramer. after the total shelling of the stock market last week,