about cisco, you heard two seconds ago john was saying there was good news and bad news and the indecision in the after hour trade reflects that. we will ask the traders, we will get all the reaction as well on what we should do with cisco stocks. so, indeed, fast.starts right now. we are live from the nasdaq market site in new york's time's square. our traders tonight are pete nigerian and guy adam my. take down cisco, a wild ride after beating earnings expectations in the last hour, it was originally up 2%. it has moved to the downside in the next quarter. cisco ceo john chambers saying he is concerned about emerging market growth. we will bring you the latest details as they develop throughout the hour t. conference call is ongoing. there is good for everybody, good, bad, what do we latch on to? >> i think cisco is really the story of the market here, right?

some of the news is good. it's a little okay. some of it's bad. when you look at cisco is saying on the problems, it's outside the u.s. border. so in terms to a read across the rest of the market and the economy, i think it probably just says, eh, we're okay. it's a little concerning, though, because everybody has been talking about this capex expenditure, this big wave of capex. everybody's got to upgrade their computer systems and networking systems. it doesn't seem to be happening yet. so that's the one take away i would say from the macropicture here, it doesn't look like worry really reaching that escape velocity on capex. >> what i saw, mandy, was beat on top and bottom lines both. even though it wasn't up year over year as far as revenue, it was 300 million i believe better revenue than expected. top line is a pretty big beat in the text base these days. that's with the emerging markets decimated as they have been. as far as $51 billion in cash or

thereabouts i have this sheet as quickly as i'd like yet. that's what they have at the end of last quarter. $51 billion in cash and/or equivalents. i'm not at all happy about these results. i think a lot of people betting on the computer space, pcs and the like being dead are wrong. cisco on the virtualization side, they have been building a lot of folks, taking customers programs from the m-ware and the other folks that had the lead in that space and i think cisco's report is very decent. >> how much do we worry about the emerging market weakness and chambers, himself, it will get worse than it will get better. it will take a few quarters before it pulls out of this slumplt i know china is 2% out of renew. what about the other market overseas? >> it was about the u.s. everybody's concern is can cisco still perform? obviously, they did. when you look at this quarter, they beat on the top. they beat on the bottom. they not only beat on revenue. they got $51 billion in cash.

they bought back 61 million shares as well. the company seems to be executing. i think they're doing things right. you mentioned china, very small pieces as far as the revenue is concerned. this is another giant tech names that continues to produce. you look at the xlk, hewlett packard, microsoft, the leadership there. the one difference between cisco and those names is, they don't have the same type of growth structure you are seeing right now on a hewlett packard and under meg whitman, had inella the way he focused that company on the cloud and the services like a laser. cisco absolutely delivered. i think it's a great opportunity despite the fact it had a 10% opportunity this year. >> we have breaking news now, josh lipton, what you do have? >> yeah, mandy, on the conference call right now, cisco's conference call the cfo has taken over and is talking about restructuring actions at the company. he says it's going to affect 6,000 ploy i don't see.

that's about 8% of the work force, cisco takes a charge of up to $700 million. also, talking about guidance, the cfo guiding for q1 revenue flat to 1% gross margins of 61 and 62% eps of 51 and 53 cents. the street was looking for about 53 cents. mandy, we get back on the call, bring you headlines as they cross. >> thank you very much, josh lipton, guy, i think we were expecting some kind of layoffs. is this what we were expecting more or less? >> i didn't have a number in lean. it seems par for the course for a lot of these companies, pete said, spot on. not a lot to sort of get upset about, but i will say this, if you go back last year, this exact time frame, here's the stock cisco that went basically from 20 in the beginning of the year up to 26 into the quarter reported and then subsequently failed. we had the same price action into this quarter. exactly the same if you look at from the start of this year into

where we are now. so what i'm saying is, although i think the quarter is fine at 12 times forward earnings, it's not expensive. they have a lot of cash as everybody pointed out. the price action suggests potentially for the short term we have put in a double top here. can it trade lower than everybody thinks? possibly. things do overshoot to the downside. >> right. >> if this gets down to that 22-and-a-half level it's held a number of times, that's your opportunity again. >> once again to resit rate the quarter reported the end of the fiscal 84, so now we're getting guidance and cisco's first quarter earnings outlook is mostly below estimates. we keep watching the after hours action. at the moment we are down in of hours. my question to you guys is cisco traditionally is seen as a good i.t. bellwhether. do you think it's stale good bellwhether? >> i do, more so than in the past. they got the company back on track. stock is up 14% on this year.

i think it's a little bellwhether. you have to be concerned. i don't think you have to unroute and sell everything because they had a mediocrer quarter. if you have a company with growth prospects the last thing they will do is lay people off. i would be real worried about that. >> real quick, microsoft is laying off people. the restructuring process, they are doing everything right. my argument, my pushback, hewlett packard, two sxaens eliminating a lot of jobs. >> as long as they can financially engineer, they k. they have some 16 odd billion worth of cash i would say on the broader picture, be a little careful. >> okay. we will be a little careful. okay. bring in the director into this thing. he joins us from the "fast" line, inder going into, you had a boy rating are you changing everything in terms of your recommendations? >> hi, mandy, yes, thank you for

having me. i'm happy with the results they published. i think you have two solid quarters in a row. they come on the heels of probably a couple disappointing quarters last year. i think when john has been doing is turning the ship around. they have been driving really for a big product upcycle. across their switching and routing product. we are starting to see the fruit of some of that appear. i think in terms of the gains for next quarter. the street already had factored i think in some ways the company would begin to resume growth, year over year growth. i think that's what the company is now saying. as we've seen, they've set the bar lower and outperformed. reading into what i'm hearing here, it seems to me the next quarter are likely to be conservative likely again. so we still like it. you know, i think we launched covers a quarter ago on it. we do think we've got the front end of a product cycle and, frankly, the front end of a

demand cycle that will be a multi-year demand cycle. i think if the company puts the products together in place, they'll benefit. >> inder, there is john john nigerian, how well bmw had done into march of this year, it was 25 points ahead of cisco. cisco was down i think at the end of the first quarter, bmw were up. they have flipped and are lock-stepped at 11 or 12% year-to-date. is that cisco catching up and/or cisco taking a lot of the food off their plate, which is what i think? is that your take on it? >> i think are you right, john. i think in many ways john chambers talked about the fact that they were behind the 8-ball a year ago. they didn't have a fdn story, a software defined story. that's what happened over a year

ago. i think mware had a head start. cisco is a player not the first out of the gate. once they get going, it's difficult for others to keep pace with them a. year from now, anything goes, of course, if cisco keeps executing and this produce apec product stips i ships now, this month, starts to take off like i think we will. i think it's a formidable competitor, at the same time, cisco has to partnership with them and a competition with them and it's one of those things i think when john and the team put their head to it and say, you know, we have regain share in a market. they clearly feel like they're going to be able win that back and i'm very confident they will. >> inder singh thank you for joining us. the stock is up about 101st year-to-date. let's get this one trade, guy. >> i think cisco i'm not going to arc you about. i think everybody makes good

points. i think children the chart action it wants to pull back again. beta trade something with jew, relative risk. it feels like it's basing here. i think vmware over cisco right here. >> okay. let move on away from cisco over to small biotech, tekmura, after hours, let's get to domenic clu f chu for more. what are we hearing? >> it is now down about 6, 7% on 60, 70,000 shares of volume. stale thin trade. what this company did is release financial results. that's not what investors are keying on. they want to see an experimental ebola treatment. right now what they have they said they did complete one portion of their phase i study. but as we've heard in the past, another portion of their phase i ebola experimental drug treatment is still under an fda partial clinical hold.

they do, though, expect that one portion of the test and that clinical hold will be lifted by the fourth quarter 2015. still, that's not doing a lot for the stock now, down 6, 7% in relative trading volume. >> back over to you dom. dr. j. this is a company until a few weeks ago no one heard of. it's a small company thrust in the limelight in light of the ebola sair scare world wide. what do you make in light of what we heard? >> like a lot of companies in their pace, their burn rate is extraordinary, they are losing money faster, accelerating these tests is grit for the people suffering. it's not great for the company as a whole unless they get to that break-through event and there is some sort of compassionate use of the product. otherwise the commercialization of this product is out there in terms of years in terms of them getting money back for it. so missing on top and bottom lean pretty big, that's not a

surprise. again, most biotechs do. but as far as the stock has already gone from 8 or $9 bucks up to $20 on the ebola breakout. that was sort of priced in here. the fact that it's sinking a dollar-and-a-half or 8 or 9% doesn't scare me if are you in for the future of this particular treatment, you stay in. otherwise, i don't touch it. >> got it. macy's is shaking up the whole retail sector. find out what today's report would mean for the consumer and other department stores like nordstrom and jp penney. jeff dorsey, amazon putting mobile fame and company square in its process. is this a part to take over bricked on mortar stores? that is coming up on "fast." stay with us. .

. >> macy's shares sliding following second quarter results. cutting its outlook dragging the entire retail sector down today, pete, i was talking to people on "street signs" earlier today,

they were saying this is a best in class operator. what does it mean for the rest of the retailers coming out tomorrow like wal-mart and jc penney as well. >> i think it describes the challenges for these retailers. pence the numbers, they are impressive. the earnings are up year over year 11% during the quarter. they did miss obviously on what everybody was expecting. you are going to get hit off something like that. when you go through everything else about macy's, itself right now, i think this sell-off does create an opportunity. when you look at the valuation level, the dividend, the repurchase program and all that's going on at macy's and the huge commitment to the online world to be a real competitor out there when a lot of their competition never stepped up when they needed to i think for those reasons, this is probably a buying opportunity down here. >> i don't know, man. when i look around the retail space, we had a number of retailers come out and disappoint on earnings. you could say they were company specific. they're brand products, kate

spade, michael kor's, when you see something like a macy's come out. what's been priced. >> in general. it's interesting. >> then look baccarat what happened with retail sales today, month over month, retail sales are not necessarily declining, will is not that growth there. we are all expecting this snap back coming from the ent wither weather. it never came. it came in march. so look at macy's, look at a j.w. in order strochlt i think i have choorts. when you look at what's been priced in on the long run, this chart of macies, it shows you when things are getting out of skew, macy's, nordstrom's, we have reporting tomorrow, out of skew. people are really expecting a lot. i think nordstroms has a problem tomorrow. if they miss at all, it's going to be a disaster. >> it sound like you are not taking the drop, macy's is a buying opportunity. anyone else taking this buying opportunity? >> there is nothing to boys, it typically trades about 13. it had trouble at the $61 level for the last couple of months,

bounced up against it, it couldn't break through, finally it traded to levels we bounced from in may. with the volume we've seen, the reasonable valuation, some of the points that pete makes, i understand what bk is saying. you know what, we break 54, i get worried, given these levels, i think you buy for a trade. >> politicsed up is deere reporting third quarter earnings that came in above estimates. deere saying global equipment fell 6%. deere seeing bow low 2013 levels. >> look at the deere chart. we know you look are the thing a cultures, besides coffee, those sauce. you see there is just an abundance of grain and corn and wheat out there. however, what we're talking about geopolitics, one of the reasons issue is so interested in ukraine and crimea is because

of wleet. it's food security. ukraine is a huge producer of whe wheat. the corn in crimea is one of the largest grain exporting ports in that area. so you start to see what the strategic importance is now you have grains, corn, wheat, all these things down significantly. i would buy the grains right here. i might be a little earlier on it. jjg, that's the way i would play it. this is the next six months. >> am i hearing you are basically buying the grains, you think putin will come in. >> i will. >> you are taking the worst case scenario. >> i don't know if it's worst case. i think it will happen. >> anyone bearish on what putin's intentions are? ukraine? >> i agree in terms of water over there. in terms of stock, it's dicey, you look at severe double tops. you have this $80 level. if this sting i thing starts to

sort of slip away here, it typically doesn't hold the third time down. that's what we're setting up for. so i'd be really careful here. i'd give the stock at least a couple days to sort itself out. >> the name is caterpillar, where they have positive moves is in construction area. something else, you see the exposure, everybody was concerned about cat when they talked ability china and everything else, they leave out the portion of the u.s. look the way they performed today. that was a read through. >> next up a positive day for the stock after getting an upgrade. the firm saying that ford may be the winner in terms of consumer demand and market shares. let's bring in the analyst behind that call, you like ford, is it your top pick in the sector? >> it's not our top pick. we cover the dealers, we think there is more room to run for a play lkq which stands for like and kind and quality. looking at the manufacturers and

the next cycle we are in a period of incredible and props unprecedented innovation in the auto industry. all manufacturers are chasing standard and consumers and the technology and mobility and seamless integration mobility, requests they have. they can't all gain share. i think where ford is very far ahead, it has to do with the f-150 and the alluminum body it will be rolling out with the next model. we look at as a multi-year advantage on a company which quite frankly has done just about everything right in terms of its restructuring under alan mulally. we like the position relative to its peer group. >> it's brian kelly. in your report and upgrade on this you talked about how auto sales restag nate but ford can still do very well in that environment. so does that now make ford a binary play? so they have to do well on this f-150 and if they don't, the company's got problems? >>. i think, you know, we're in an

environment as you take 100-year-old technology in terms of internal combustion eng engines, it will get more expensive to extract higher mpgs. so everyone is under gross pressure if you will. i think ford is a cleaner story. fewly the gm, will you ask me, is it chevy, gm, buick, cadillac? chrysler a bei have of brands as well. ford is a clear story, a clear product line. i arc you they have inherently a larger cushion with that. they can miss more than others in that environment is a way to say it. >> moving away from ford for a second, what do you think of tesla at all time highs? >> yeah, tesla is you know something we have been hold rated on for the last year. i don't think we have the wrong short thesis. i think that it's going to be a long time for resser vacation orders start to dry up. it's becoming a demand problem now. unless you can pick away at a demand issue in any given quarter, it's getting harder and harder to do that, by the way. it's a timing issue around going

either hold or short, sell rated. we're warming up to be clear. we have a tour next week at the factory. we'd like to see the model change over in the progression there. even at these elevated levels, it seems like the force is strong right now with them. so i think that's something that's going to be hard to be negative on in the immediate term. >> and certainly whenever we talk about tesla, we have to divide stock apart from the actual product, the car, but nonetheless, i know it's had some negative reviews from the like of edmonds and consumer reports, which made people think twice of buying tesla if they were going to. thank you for your comments, thanks for joining us today, jamey wright. let's trade, what do you want to pick, ford, tesla? pete. >> i think both ford and tesla if you want beta. if you want rick, do tesla, through the option, when you look at the volatility have been absolutely crushed recently. >> that implied volatility has been almost cut in side. there is still paper coming in there every single day, mandy,

even at these levels expecting more out of this name. when you look at revenue growth which absolutely dwarfs others in the industry there is excitement there. obviously, they have to make money. you can own ford for stability or tesla for the options for the big upside. >> a two fer. coming up, guys what to do with the nigerians on the -- najerians on the desk. >> ♪ ♪

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moderate to severe is tough, but i've managed. i got to be pretty good at managing my symptoms, except that managing my symptoms was all i was doing. when i finally told my doctor, he said my crohn's was not under control. he said humira is for adults like me who have tried other medications but still experience the symptoms of moderate to severe crohn's disease. and that in clinical studies, the majority of patients on humira saw significant symptom relief. and many achieved remission. humira can lower your ability to fight infections, including tuberculosis. serious, sometimes fatal infections and cancers, including lymphoma, have happened; as have blood,

liver, and nervous system problems, serious allergic reactions, and new or worsening heart failure. before treatment, get tested for tb. tell your doctor if you've been to areas where certain fungal infections are common, and if you've had tb, hepatitis b, are prone to infections, or have flu-like symptoms or sores. don't start humira if you have an infection. if you're still just managing your symptoms, ask your gastroenterologist about humira. with humira, remission is possible. "fast money" here. we're watching shares of x 1 the

stock is moving lower about 7%. exone, a loss of 32 cents a share, revenues coming in shy of expectations, again that stock is down just off its after-market lows down 7 %. the stock is again moving to the downside, not much better news here. v voxelift is down. >> let's trade that, guys, what do we make of this? >> you buy it 25 bucks. you like how dom says on light volume he emphasizes that, he's not trying to be apocalyptic. >> it is light. so it does action es bait the moves? >> that was his point. this stock, you are looking for opportunities him when they look the worst is typically when you boy them, i think if this thing gets down to whiff, you buy with

both. >> i will give a double shout out to dom. he's clever. he tells us what we need to know. the double owes of the najerians, that means things will get really unusual. so, john, kick it off. you are watching generac. >> we see strong unusual activity in generac what people need after storms or interruption of your electricity at home, mandy. these guys, of course, after katrina had huge demand then after sandy, bigger demand. right now, people are betting that the stock is going to be going higher. they're timing it to november, mandy. so i bought it along with i think pete and a bunch of our subscribers because the activity was so frenzied out there in the november 60 calls and that's with the stock, pete, trading at 47 or something like that. so that's a fairly big upside bet. it doesn'tly the it goes to that level. it means they're buying

something relatively cheap. it could double, i think that's a smart player. >> pete you are watching nukor. >> at 5:00 we were saying about nucor, iron ore, met coal, stock was around 51. they were buying the september 52.5 calls. those nearly doubled from about 75 cents up $1.40. today's action was even bigger with huge piaaing, the largest sprint about 4,000. 7,000 on the day were trading. so going out, grabbing a little more time, stock already moved a buck-and-a-half, so a nice move to the upside from 51 to 52-and-a-half. folks think this is going a lot higher from here. >> let's take a look at cisco once again trading liar after announcing job cuts, moments ago the conference call about to wrap up. we got the chambers from the ceo don chambers for you after the

break, also the glittering gold trade. the gold miners outperforming the metals this year, in fact, by a long swhochlt ewill get behind the bullish trend and the scenes with ceo of mccune mining later on. where the reward was tt new car smell and the freedom of the open road? behind the bullish trend and the scenes with ceo of mccune mining later on. hswhochlt ewill get behind the bullish trend and the scenes with ceo of mccune mining later on. oswhochlt ewill get behind the bullish trend and the scenes with ceo of mccune mining later on. tswhochlt ewill get behind the bullish trend and the scenes with ceo of mccune mining later on. .swhochlt ewill get behind the bullish trend and the scenes with ceo of mccune mining later on. swhochlt ewill bullish trend and thweswhochlt trend and the scenes with ceo of mccune mining later on.ewill geg

[ music playing ] >> i like the head bob. >> you know what that is? >> you were like rocking along to. real quick, you know it? >> led zeppelin. >> that's what i'm talking about. >> okay. still ahead on fast money, cisco announcing it's cutting 8% of its work force, the stock has been volatile after hours. the conference call is wrapping up. we will bring you the latest. also, amazon wants oget customer shopping online and off line, the latest move to disrupt the retail space. the gold miners, the hedge fund dialing, why investors might be flocking to those gold mile miners right now coming up. okay, let's start with cisco.

the conference call i mentioned just wrag up now. i want to get the latest on that call with cnbc's josh lipton, josh, what more have we heard? >> mandy, clearly the head line out of this conference call as you mentioned, cisco's plans to cut 6,000 jobs or 8% of the work force on the conference call. analysts were quick to jump on that headline and ask ceo john chambers about that decision. take a listen to what he had to say. >> it is the most difficult decision we make as an operating committee. it's one the market waits for no one. we will leave this market. we will be decisive in it. >> those cuts coming as cisco is still trying to find growth, q4 revenue of 12.4 billion. year over year it was interesting to hear as chambers walked on analysts or his view of the world areas of strength and weakness, u.s. orders were up 5%. but the emerging markets, came bers talked about how things were turning around in q2, kweerks you saw decline greater

than expected. particularly in china. even in the emerging markets, you talked about notably you pointed out india, you said i bet on india in a big way. and really also he talked about cisco being, of course, the tech bellwhether, how he said we are an early indicator, so, possibly, a warning there, if cisco is seeing this as a trend in the emerging markets of things to come. back to you. >> certainly not the only company betting big. china is not always an easy place, multi-national tech companies like cisco, microsoft and others, yahoo have found out, before we put the cisco stock to bid, right, let's get the bottom lean here, pete. >> i think he mentioned obviously the emerging markets, that's something we got to be concerned with right now. we talked about how little exposure, india being a great potential opportunity. the one other misstep might have been the margins. gross margins were down a bit. i think that's something we ned to keep an eye on as well.

i still like the stocks down here at these levels. >> time for pops and drops, drop in seaworld. i heard it all, the stock today was drowning, it was tanking, the stock was under water. i don't want to hear it. give it to me straight. >> so i won't be put thing in other than to say since the black fish documentary this has been a no way don't go near, don't think object owning the stock. i think seaworld has a tremendous opportunity to turn the tide, no pun intended. but they have yet to go that route. when they do you buy the stock until then it's brim dead. >> we got a pop from pandora 10%. j. >> there are a lot of rumors, several others, rougeors as much to say volume was intense in the name. so pandora made a big move to the uppseudo. a lot of folks were talking about death triangle, things like that. it didn't happen, people killed instead were those who were short. >> we got a pop from fuel cell

energy. >> they upgraded from market perform to outperform. they went out on a limb on this one. oh boy. come on. it doesn't mean i love the stock. i wouldn't get too excited on a 4% move on a minor upgrade. >> one stock is the king, right, getting crushed? >> crushed. >> oh, ding king digital up 23%. pete. >> obviously, the problem here if you have one game and that's it. candy crush, that's a problem. 60% of the revenue is from there. you have to gop more than one game. they haven't so far, that's why they crushed this today. there might be opportunities. no need to rush into this. >> i hate to say a lot of people saw this company. a pop from manbra. say it again, the toto company is rolling out a new man brassiere whose pectoral muscles

are starting to sag or go limp. this new invention will sound all too familiar a. classic episode. cramer and george's dad inventing the manziere. >> they argued about that. >> i know you are happily married, which is great. let's go back and say if you were dating, if some cat you were datinged a this on. >> i think it's for the older crowd you have to look pence, guy, the personality. >> i don't how cool he is. if he wears that, he's out. >> amazon taking on the likes of square and pay pal. introducing its local register system which includes a card reader and local payment app. it's offering excise i prices better than the local competitors. is this just the beginning? joining us is the senior analyst jason delray, the digital

payments is the key, amazon undercuts competitors, gets its foot in the door t. rest is history. >> this is a long-term game for them. the market givers them the leash to do so. under cut competitors on pricing and the undercutting they're doing is a big deal for small businesses looking at, oh, a big jump in pricing when they look at square and pay pal now from what amazon can offer. >> do you think the competitors like square and pay pal will i don't know cut their prices to troy to match amazon or do they have the breath for that? >> square has over a million customers right now, business customers right now. so i think they're feeling okay about their positioning. i think if they start feeling pressure over the next six months, they have to at least think about that. >> so how do you get from the square reader, i'm sorry from this amazon read tore bricks and mortar? it seems like quite a leap. bring me there. >> amazon's goal right here is to bring more merchants into their ecosystem. they start by transacting

handling their payments transactions. then they try to sell them on the amazon marketplace or buying equipment from amazon. so they're already packaging together a deal for these businesses. >> they're sticking everybody into the ecosystem. >> that's the attempt. >> then dependent on aws on their cloud service as well, right? >> yes. >> ultimately the more transactions they do online the more they need cloud service? >> i think the plan is they're thinking of trying to create a brick and mortar business as much as start-ups and other businesses depend on aws, they are trying to do the same thing on off line commerce. >> we have global offerings from intuit, pay pal, square. who do you think will be in the space? >> i think it's fragmented. i think there is face space for a uncom of these gder a couple .

they may feel pressure. i think amazon is going to be in this. >> all right. okay. pricing means a big deal to businesses, every account means so much. jason dell rey, who is in amazon? >> i'm in amazon. i like when this thing got sold off the buying came in, obviously as it's moved up, buyers are still continuing to come in. i think the one other thing about this company is with this news today they actually can gather more data, which is obviously something everybody is working on. this feeds as you mentioned into the whole ecosystem which is so important. this is a way where now all of a sudden we look for revenues, where can they get revenues and margin? i think this is a great way for them. >> again, to pete's point, you had that huge dropoff at the end of the spring, you got the balance and you had another precipitous drop. it held levels, you had a nice move today.

i'm thinking 320 in amazon it's not a big risk to the downside you own this stock. >> channel adviser said what, sales were up 40%? i called them same store sales, people jumped out of me on 26th, of course. it is all coming through that amazon store which is what we were talking about. i think this stock, i sold puts on it. i said so live on air when we did it. i covered most of those today. a lottery let go out worthless. a put is something that increases in value to the downside. it becomes worthless to the upside. >> that's amazon, while gold hasn't quite taken off this year. gold miners have, the etf is up more than:30% so far. so after the break, we talk to the head of a gold mining company outperforming the whole group. .

. >> digital is driving the ceo. >> many people thinks it is technology or data or both. it's much more. >> digital in many ways is about providing a difference chay differenceated service to our consumer. >> in five years we won't think of it as something transforming business. it will just be our business. wg the competition tomorrow requires challenging your business inside and out today. .

[ music playing ] all right. on the table with me. oh, we got an earnings alert on noodles crashing off a slippery slope, dom chu. >> these share holders in noodles are not feeling happy

right now. the stock is plummeting after hours. the fast casual restaurant operator posted weaker than expected quarterly results hurt by a fall in same store sales. the company also said it sees flat earnings growth for the year. can you see the result there off session lows still down by about 20% in trading. back over to you guys. >> domenic chu, gold miners are outperforming the precious metal itself, soaring 30% while gold the medal is only up about 7%. one mining company is soaring well above the gdx up almost 50% this year. mccune mining, robert mccune, great to have with you us today, sir. rorkts you own about 25% of the company. have you no salary, obviously, it's in your best interest to extract an ever higher share price. what do you think is behind the share of your share price so far this year? >> one, i think the shareholders can trust what we say we are doing.

we deliver and we've respected the share capital. that's largely due to my large interest in the company. my cost base is $125 million. so i go to sleep and i think about how do we get the share price higher, by building value under it. the other is just the broad market looking at gold and saying it's dead. but as you pointed out, it's outperforming the dow and the s&p and large segments of the market. >> well, why would you expect the gold miners to keep on outperforming the precious metal going period? how will you extract more shareholder value from mcewen? >> well, there are a couple way, mandy. one, we're entering the period of the year when there is a seasonal high for gold. september, october is usually a strong period for gold going into the end of the year. you had an area that's been severely depressed over the last few years and it's just bouncing back relative to the rest of the market. can you see rotation into this sector as the economics improve,

there has been a lot of rationalization and trying to contain costs. so you are going to see some delivery there. and then when you look at gold, there are a couple drivers that are out there, a lot of armed conflict going on around the world. >> where would you hedge any of your exposure? when everybody lifted their hedges a few years ago, that was brilliant, but then they didn't put the hedges back on when he was 1,800, which is a mistake. now it's here at roughly 1,300, would you or any of your competitors you think be looking at putting on hedges again? >> i can't speak for my competitors. i wouldn't. i'm a long-term believer in gochld i see it ultimately getting to $5,000 an ounce. >> 5,000? >> yes, anything short of that i wouldn't be hedging. >> $5,000 an ounce, in what time frame? >> over the next three, four

years. >> wow, okay. a bullish call. i guess it is if your best interest for the price to go up. okay, thank you for joining us today, robert mcewen. let's trade it, $5,000? >> clearly, i bit you could see gold going down, let's say there is more geopolitical risk the next two or three years. i think that's reasonable. if you got an inflation scare, that's certainly out there. you might call them tail risks. if that happens, $5,000 is not unreasonable. >> that being said, you can make money, you don't have to have that $5,000 point of view. i will give you one other reason why the gold miners is doing well. that's the dividends they pay. you can get a 3% yield and on gold, that's a great trade. >> anyone else agree, disagree? >> the $5,000 seems out there. the 2,000 to your point makes some sense.

we seen options in these different miners, c. bridge is one, gold fields in the last couple days, there are certainly folks out there expecting to see these miners move to the upside. still ahead, one trader moving the energy space. we will tell you what it is after the break. shares of marathon petroleum are up 10%. we will talk about that in just a second. no question about that. but your erectile dysfunction - that could be a question of blood flow. .

. >> shares of marathon petroleum are up 10 morris the past month. some are betting the stock has more room to run. i'd rather have a martboard rather than a dumb board? >> i hope so. today we saw over four times the average daily volume in marathon petroleum. what they were doing is buying the september 90 calls that's up about 5% by september expiration. that's what the goal is. why might they be doing something like this? they just announced earnings at the end of july they comfort aeblg beat a name trading les then ten times earning on an ebitda basis. both look good on a liss torical valuation, when you take a look

at the downstream energy companies like marathon, the thing that matters most is going to be the crack spread. right now the crack spread is trading at a three-month high. >> we can catch more "options action" every day at 5:30. check out our when site at optionsaction.com. you tweeted. guy, what are your thoughts on facebook breaking out of the 73 range? >> facebook traded down to 59. i said it was unjustly punished when the rest of the social media spots got whacked. i thought the last two quarters were fantastic. i got close, i still think it's going there. >> john what are your thoughts on the next tweet. >> when we got multimobile growth at 50% year over year, that's a tremendous number. i think the stock has room to move. just like pandora it was hurt in the shorts. >> coming up on the next hour of "mad money," interest rates are still hanging at what some would

call absurd lows, we have the ceo at the top of the hour, so do stick around for cramer. ♪ [ 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. drivers want to go further with their electrical vehicles. with the mobile trader app. but you can't take a trip from lisbon to stockholm if you can't re-charge along the way. the green emotion project, funded by the european commission

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. >> it's time for the final trades. so let's go all around the horn. we've actually got a whole lot more time. 30 second more tile than normal. >> take it small. pipelines have been very, very active. mark west, upside buying. i think it's going higher. >> i'm going with gdx. we were talking on the break why gold went to 5,000. what if russia decided to back it with gold. overnight. boom. >> what if putin decided to buy every generator on earth? generac. >> wow! >> just as likely. >> oh! >> touche. okay. and, guy, you get the final word. >> fun tonight. did you have a good time. >>. >> led zeppelin, manbras. >> $20 snirks bars off air. >> the people at home have no

whied. >> you have to talk on 26th. >> of course. look at what macy's just did. i think macy's, look at what kors did. i think it's still a buy right here. >> it's always a pleasure, drur. catch "fast money" again tomorrow. i'll be back on friday, as well. "mad money" with -- my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends, i'm just trying to save you a little money. my job, entertain, teach, educate. call me, 1-800-743-cnbc. tweet me, don't be too disputatious @jimcramer. just like that. just like that the market changed its mind about our economy. almost overnight, we've gone from