>> will you be tapped next for "dancing with the stars"? >> yeah, your daughter just announced today. >> she is on "dancing with the stars." >> got some fancy footwork. >> i'm actually more nervous watching her do the press line, and she's going to do good. i think she will do good. >> great to see you and continued success for "duck steinity," of course. that does it for us on "closing bell." "fast money" starts right now. see you tomorrow. live at the nasdaq market site in new york city's times square this is "fast money." i'm melissa lee. tim seymour, jon najarian and guy adami. tonight's top story. where's the rally? the european central bank announcing an unexpected rate cut and stocks losing early morning gains and closing in the red. the dollar, on the other hand, gaining streams against the euro and is this the rising rate environment? we've heard so much about it. is this the fear of the rising rates successfully think some of it. it's probably more confusion, so when you look at multiple asset

classes today and look at what happened with currencies, the euro fell tremendously, 1.5% move, multiply that by 10 so 15% is what would be the equivalent in the u.s. stock market just to give you a ballpark idea. how big of a move that was, but, on the other hand, you saw german bonds and many of the european bonds sell off. yields go higher. so there's some confusion out there in the market. add in the fact that you've had quite a run off the bottom here, and there's -- you know, if you're confused, you're not going to make that extra effort to buy something today. >> tim? >> i agree with brian, because it really is about multiple asset classes here, and if you look at what's happened in the last couple of days, we ehad two very large events for markets. you had the ukraine-russia cease-fire, at least that moment of peace. a little more progress in the middle east, and you also had today's ecb which was far in excess of what anyone expected and the markets can't hold the rally. i think markets want to go lower even though i'm generally quite constructive. you talked about whether this is a u.s. weight dynamics weighing on this.

i think it is. you had a non-manufacturing ism where we were, payrolls well north of 300, a number on friday, a place where i think alo of people think the fed is well beyond the curve, i'm one of them, so that's the dynamic here. >> right. >> i think markets have had a couple of great event, and i don't like the way they are trading. >> also have the jocks report that could come out. that could possibly be more reason for the fed to sort of pull pack a little bit more and there was some talk. an interesting note out today saying there would be more pressure in the euro against the dollar short term and they believe that the considerable period language could actually be taken out or pared back come the september date. >> if you're bullish for bonds, which i still am, this has been obviously a very difficult week. monday, tuesday a bit of a recovery and today not good, tlts closing on the lows. i'm still firmly in the lower rate camp though i will say this has been a troubling week, and tomorrow the pressure could continue. i still think you're going to see this continued strength in the tlt as we go into the next few weeks, and what that means

for the stock market, i don't know, although some of these retailers, which we'll talk about, some very disappointing numbers out of a lot of these guys. >> david tepper saying that the bond rally is over. we are done was his quote to bloomberg. dr. j? >> and respect the heck out of david, but i don't think we've seen the bottom for rates yet. i do think we get down to around 2.2 so i'm right in guy adami's camp, but i think we'll continue to see a real out of bonds. i think downward pressure on rates, upward pressure from the buying of bonds, especially with the move with the euro falling what, almost 2% today, and that's not the end of that either. i think that continues, mel, and a lot of people will want to be out of that currency and into our denominated currenty. >> you're calling that a call on macro because there's a dynamic here which is just that the ecb, because of a much smaller balance sheet, maybe if they are starting to give ground the euro will underperform by saying rates can going to 2.20, the

auto sales numbers have been massive and jobless claims back at 2006 level, a payroll number that people are upgrading by the second. >> i'm not one of them, by the way, upgrading by the second. i'd be the opposite. but you could be right and maybe they will be right, that maybe we do get that very positive jobs report. >> so your call that rates would go down to 1.20. is that good for the market, or do people look at that and say that's bad for the markets? >> if it was our fed doing that, mel, that would be bad for the markets, but it won't be our fed. it will be demand from around the gloesh, fbe, for dollar denominated markets. you have the ecb qe, possibly boj qe and a 30-year bond yielding 3% looks pretty attractive globally. down to 2.2, artificially they shouldn't be there, i agree with you, tim, but they could be there.

>> i need a trade now. >> if you see a tlt weakness off the back of this number, i think you buy that weakness. the trade will be that it opens on the low tlt and spends the rest of the day rallying. >> today's ecb rate cut driving the euro to its lowest level in 14 months. dennis garret non-joins us now with his take on how to trade the big move later. you heard this and sought reaction of markets, and your first reach was for your gold position. what did you do? >> well, the first thing to take a look at is we know right now that this is real qe, not the same qe that we have in the united states where you have a monetary authority buying sovereign debt because they can't buy sovereign debt in europe. all they can do is buy asset-backed securities, but this is still quantitative easing by any other name. it's a diminishing effect on the euro. i think they will take the euro down to at least 1.25 without any equivocation and the only way that you own gold is pred dated in euros. take a look at what gold did in dollar terms, down .75%, maybe

2% today, but in euro terms it was up almost 1.5%. big difference. huge move in the euro. i think about. k. had a great analogy. if you take a look at what a currency does, when you move 1.5% or 2% as the euro do today, that's a correlative of 10% to 15% in the stock market. currencies don't move that much. buy gold but only in euro terms, it's a trade i've liked for a long period of time, and it's been working rather well and obviously worked very well today. >> dennis, it's b.k. some people that i talked to today were disappointed, and i think the german bond market may have showed this, that this might have been all the ecb is going to do. >> no. >> the germans aren't on board. they voted against it. draghi came out and shocked the market because he knew that's all he could do. where do you stand on that? >> oh, i think there has to be more. germans are going to fight a rear guard action against any further quantitative easing, but they have been fighting a rear guard action for a long period of time. the french are on board.

the inians on board, the spanish and portuguese and cypriots. everybody sells on board. the germans can fight all they wish, but clearly the economy in europe is waning. it is obviously lagging far behind what we're capable of doing and what we're going to be doing. it has been in most instances in a recessionary circumstance, so let the germans argue they are going to be a minority vote that will be far more coming from the ecb in the future. has to be. there's no chase. >> dennis, it's tim. brian and i have a gentle just a on gold here which i think gold, especially on a day when you have h massive qe or whatever you want to call it, and i think you're in agreement, certainly a message being sent by the ecb. >> yes. >> why didn't gold pick up more steam? i know you want to own it and think you're more protected if the currencies go down against the dollar. why own it at all? gold has been dead money, broke sharp two days ago and why a raising rate? going back to what jon said, i don't think rates are going

down. i think there's pressure on the short end of the curve and pressure on the fed. that's only gold negative. >> i can't argue with you at all. it's gold negative in dollar terms. not a question. can i see gold trading to 1,250 or to 1,200? yes, i think that's very possible. at the same time, let's put gold at 1,200 and put the euro at 1.120, you can have gold trading in euros rather dramatically higher so if you own gold in dollar terms i think you are indeed behind the ball. i think you'd rather own equities. no question about that and would rather own plant and equipment if you're a businessman rather than gold. gold has been terrible, dead money, if you own it in dollar terms -- excuse me, if you've owned it in euro terms owner the course of the last six months, you're actually up. you're not up dramatically and clearly not up as much as you would be if you owned equities outright here in the united states, but some people are going to want to own gold, and if you want to own, it make sure you own it in at least the right manner. >> dennis, always great to see you. >> thanks, mel.

always great to be seen. >> dennis gartman of "the gartman letter." we continue to talk about this march lower for the euro, the march higher for the u.s. dollar. at what point do we start getting concerned about multi-national companies in the u.s., it being a head wind or in the euro zone, it being a tailwind? >> timmy can speak to this obviously. i think publicly we'll say that we want a stronger dollar. i think privately they want anything but a stronger dollar so it does create headwinds, no question about it. i think a company like ibm is clearly in the crosshairs but back to metals quickly. a metal has done well, the steel stocks continue to be strong, a topic we've talked about for a while. >> there were people on the tape that said even the cut down to five bips in the rates in europe was actually a message to the fx market that they heard loud and clear. i think that this is a fantastic tonic. we know it's always an elixir for a weakening economy.

buy german exporters or siemens or other companies where they are exporting to growth. i think siemens is very well positioned in the infrastructure trade and i like the weak anyone euro for them. >> be careful, folks, not to just throw out u.s. stocks saying they won't do well because the dollar is strong. if they make a great product they will still sell. it look at bmw and mercedes-benz and porsche, knocking cover off the all and that was when the euro was at 1.40. people buying those rather than ford. make a great product, they will buy it and the margins, the last little penny or two, that's what we're talking about. >> very first earnings report with news with courtney reagan. >> let's see what shares are doing after hours. the company matching forecasts and revenues coming in a bit above consensus at 82 million and a programming note and cnbc

exclusive. ceo steve sather will be live on "street signs" beginning tomorrow at 2:00 p.m. eastern here on cnbc. melissa, back to you. >> thank you for that. bribe kelly. >> one of the cult stocks, restaurant stocks, where they can continue to open stores and generate that growth. it's going to be a bumpy ride. you close your eyes and buy. it enjoy a couplech tacos on the ride. >> is that what they make? >> little chicken tacos. >> don't pretend you don't know. >> i saw you bring your puppy pollo loco bags. >> ipos, this is a company that does well only in a bull market as far as i'm concerned. the better for you and casual dining momentum, this whole space does not exist at the multiples being thrown at you in a market that's going down, so if this market is going higher, own pollo. if not, you're loco. >> nice. >> that's right. that's right. >> multi-lingual trade. would you wear a peeves jewelry from intel? we've got the details on the

chip-maker's new move into the wearable space and retail trouble. find out why gap and kors are both under pressure in the after-hours session. that's next. ab. tdd# 1-800-345-2550 and when a market move affects, tdd# 1-800-345-2550 say, cloud computing stock you're holding, tdd# 1-800-345-2550 we can help you decide what to do. tdd# 1-800-345-2550 with tools that help you see market activity tdd# 1-800-345-2550 is affecting your positions. tdd# 1-800-345-2550 so when the time comes to decide whether tdd# 1-800-345-2550 to scale in or scale out... tdd# 1-800-345-2550 you can make your move, wherever you are. tdd# 1-800-345-2550 and start working on your next big idea. tdd# 1-800-345-2550

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smart bracelet called mica which kicks off our top trades. the cuff-style wearable has a 1.6-inch touch glass screen and it will be sold at barney's new york, tim, just in time for the holidays. >> i'll be quing up, that sapphire thing perfect for me. intel, who really missed the boat in the mobile space, lost 1.2 billion, running after qualcomm and missing is getting into the wearables and getting into the wearables that i believe have carved out a niche right now. waiting for all things coming down. even partnered, for example, with michael j. fox foundation and parkinson's so delivering medical information and chips that can do that, do it efficiently. look, you don't buy intel on this news and don't sell intel in terms of them having missed what qualcomm got. buy the stock at value agents. at 35 bucks, a lot of resistance on the stocks. we talked about semis on monday. i don't think you sell these things. they do well in an inflationary environment, but i think i would hold this stock. >> this is a stock 30 cents off

of its 52-week high. would you buy here? >> that's the one that's held in there. a huge drop from 82 down to 72 so i'm sort of in tim's camp. i think intel, you don't short it. i think you stay with it until it tells you otherwise. the growth isn't there, but the stock has performed well. the stock is trying to tell you something, i think. >> you with the trade? >> i'm in intel and in broadcom in the playoff playbook. i think they both work higher the rest of the year. >> a two market flash and back to courtney reagan in the newsroom. >> shares of the gap, retail moving lower after hours reporting a 2% decline in august comparable sales. the street actually looking for a gain of nearly 2%. old navy did perform the best. the main gap brand performing the worst, shares down almost 5.6%. michael kors losing ground in the after hours, different reason. the company announcing an 11.6 million share secondary offering. that stock is currently trading

lower by about 4%. melissa, back to you. >> all right. courtney, thanks so much for that. secondary offering, and, that's, of course, a completely different issue. gap hitting a new 52-week high ahead of these numbers so what's the trade. >> very different plays as far as i'm concerned. obviously from a growth perspective. kors has been giving it to you and they can now not hit the gap. 14.5 times, this is a stock that's actually growing internationally. the bigger thing for them lately has been growing margins. we talked about old navy. gap to me absolutely over kors, not even a question. >> the comps were very -- were really bad. here's gap for the last couple of years, given great comps. this to me comes out of nowhere. this stock has been unbelievable now for quite some time. i think timmy and i went back and forth. i was more bullish in it than he was. it was good for a while and now it's back to the levels that we talked about. i think it absolutely has to hold this $44 level which it's

straddling right now. you get the momentum to the downside. there's a very good chance that the stock trades 39.5 to 40. >> watch where the secondary comes, where it's priced. probably should come above $75 and then use that as your stop line. now you know you have a big supply that's out. the news is out. now it should bottom at these prices. if it breaks the secondary you've got to get out, but this is not a bad buy here above 75. >> mel, unusual activity, right? >> yes. >> in coach. >> gap, just real quick. >> when i went in there very, very fast. when i went in there, they had 50% off sales in the middle of august. that's not a good thing. as far as unusual activity, coach, very strong activity. big upside call buyers in coach. the stock obviously is $20 or more off the 52-week high, and like $3 off the lows. somebody's betting pretty big that it goes higher, melissa. i bought along with those somebodies. >> is gap selling canary yellow

silk shirts? >> no, no, and just last week, which was part of august, i did buy pants there because i -- i only had shorts. >> of course you did. >> when i was out here. >> again, the question is it canary yellow? >> i didn't go looking for those so they might have, but i didn't go looking for those. >> we're awaiting an official announcement confirming where its new battery giga factory will be located. all the details later on this hour. plus, infrared technology for customers like bmw and mercedes and now they are bringing it to the palm of your hand. it gives users the ability to turn their iphones into heat tracking devices. that's the ceo. we're talking to him right after this break. much more "fast" straight ahead. over 20 million kids everyday in our country

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♪ ♪ i say it's getting hot in here ♪ >> if you're twerking, you're not working. >> should put up a viewer warning when we show that face. >> that's not even music. >> disappointing. >> a sixth sense for your esfobes. clear systems creates infrared technologies used by auto manufacturers and defense companies. the ceo joins us now from portland, oregon. andy, great to have you with us. >> great to be with you. >> you started selling this in july for 349 bucks. how many have you sold? what sort of sense of demand are you getting so far for this? >> well, the demand has been good for it. we haven't gone public with the actual number that we've sold, but the response has been good. it's been available both in

apple retail stores on apple's e-commerce site and on our own e-commerce site. we've just been in the apple store since august 19th so it's really too early what the rates will be there. >> i read that there is competing technology that is going to be sold by the end of this year. that's going to retail for about 100 bucks less. 349 is kind of steep. what is your anticipation of price points actually coming down, and are you concerned about this competitive product which is basically a camera attachment for the iphone coming out to market this soon right after your launch? >> well, this is a very exciting product category and it's first to market in this space. it's not surprising to us that ultimately there will be competition in this space. we put a lot of work into the design of the product. our product is unique it's two cameras instead of one, both a thermal camera and visible camera and a built-in battery and doesn't take battery from the phone to operate, and it's a very highly integrated solution

that has several unique features that we've patented in terms of improvinging the image performance with the msl algorithm. we think the project will do well. >> you're going to market with a camera and key to this whole thing, whether it's the iphone technology or a camera is that -- that the technology on which this is all based, that price is actually coming down. how much more can that come down because in order for true adoption to happen, i would imagine as we've seen across the board in electronics, prices must come down. >> well, that's true, you know. prices will come down and they will come down with volume, and what's unique about lepton, it's a very tiny camera module, i actually have one here. this is the camera inside the fleer one. one thing that's in common with any silicon-based device is the price or cost of that device are

directly dependant on the volumes so we believe as consumer adoption increases and the prices will come down and we've designed that with very high volume capabilities in mind. >> this is more into the commercial business, and i was surprised to see the stats. 40% of your first-quarter revenue versus 43% back in 2009 so quite a dramatic change in your business. are you expecting the government side to stabilize, or is your hope that eventually you'll almost completely shrink that away and become a consumer-facing business? >> well, certainly the consumer side, commercial side of our business is where we're seeing the growth right now. i don't expect the government piece to go away. it's running altd 20% our revenue. that's a d.o.d. portion of our total revenue but it's still a very important business for us, and one of our key missions is

to deliver situational awareness and safety for both consumers and law enforcement and military personnel so i don't expect that part of business to go away. we would certainly like to see it stabilize. it's a little bit hard to predict in this environment when that will actually take place but it's still an important part of our business and very profitable part of our business. >> second half of this year which would mean right about now. does that sound right, stabilization? >> we'll just have to see. >> okay. >> and i think, you know, it's hard to predict what's coming in 2015 and 2016 for government spending. >> andy, great to speak with you. thanks so much for your time. >> my pleasure. >> the ceo of fleer systems. 48% of the total revenue comes from overseas. >> you asked the right question. the fact that government is now 20 is the reason why you want to own the stock understanding that this is a real extraordinarily volatile name but not an expensive name at 20 times

forward earnings. it's not greaty expensive, so i think at current levels, if you have the wherewithal, i think this is a really interesting stock right here. >> i think it's expensive relative to itself. it's 35%, 40%, you know, at 20, 22 times 2014 numbers which means that the new business has to be blowing the socks off of things, that they have to be in a new margin area and margins haven't been growing. they have been contracting a little bit. i don't think this is a short but not a stock that need to trade in any way. >> if there's an adoption of this, as andy said, the costs will come down and margins are great. i don't think you have to go out and buy it. it's really been in somewhat of a consolidation pattern, a little bit of a downtrend and see if there's adoption on this trend. still ahead, elon musk taking his battery-producing factory live to nevada.

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♪ love katy perry. >> still ahead. >> he lies. >> again. >> still ahead on "fast money," tesla will to face the location of its giga factory. we're live on the scene and one trader is making a big bet the run is far from over, and as the government cracks down on addictive painkillers, one biotech company sees opportunities for its products. we've got the ceo coming up. tesla just hours away from officially announcing that it will be building its giga factory in nevada. cnbc's phil lebeau is live in carson city with the latest. phil? >> reporter: hey, melissa, that giga factory will be about 30 minutes from here, 15 minutes just east of reno in sparks, nevada, which we went there today and we'll show you in a little bit. they are moving plenty of dirt around as they are getting ready for building that giga factory, and it brings up the question why nevada. why is tesla picking this site outside of reno. a couple of things stand out. the incentive package will be

there. we understand that it will be anywhere between $400 million and $500 million that the state of nevada will kick in for incentives for the location of the giga factory here and the low capital gains taxes makes perfect sense when you consider that the teslas are built four hours to the west down i-80 so the pipeline to the plant is critical. this is a right-to-work state and as they ramp up giga factory production that's crucial for s tes tesla, and finally nevada is home only to the only lithium mine, the only active lithium mine in the united states. remember, they are building lithium ion battery cells at the giga factory. eventually the goal is to produce half a million battery packs a year by the end of this decade. the giga factory is scheduled to open in 2017 in the same timing as the launch of the mass market model 3, the vehicle that's expected to price somewhere between $35,000 and $40,000. again, they need that volume of

batteries to be there in order to make the costs work on the battery packs as well as vehicle. the giga factory could bring up to 6,500 jobs. that's why this is a huge deal, not only for nevada but the other states that were bidding on this. the big question tonight for elon musk when he's here with the nevada governor, will there be a second giga factory site? he said in the past they would like multiple locations or at least two sites going as they are ramping up production. are they continuing to lock at these other state, or is this it for now? those are the questions as you take a look at shares of tesla which over the last six months, up 12%, but over the last year, up 65%. the announcement coming at 7:00 eastern and 4:00 pacific. we'll be here and talking with elon musk about not only this giga factory but what's next fortes [ laughter ] guys, back for you. >> phil lebeau, thanks so much for that. tesla hit 291.42, new 52-week high. how do you trade it at this point? >> again, it's been said by me -- >> does that mean you don't trade it? >> and i haven't for the last 60

points, but if i were to, it would only be through options, mel. this is just -- it's a stock that could open down 25, 30 bucks like that. it could have, again, another fire or whatever, could be that the model "x" has issues so i don't want to be in the name. i don't think there's enough upside for me here to be interested other than through options. >> i think this giga factory is a money pit, and i think people that expect the r & d spending to go down because people say tesla is a startup and r & d company will go down. there's so much that they have priced in a blue sky. i've been wrong for 880 points. i'll continue to be wrong and continue to stay out of this stock. it's wonderful technology but to assume these guys won't have any competition and will grow margins and hit levels, they assume that valuation. >> if you're in this stock time to take off maybe a third of it. hard to initiate a new position. if you missed it, you missed it, but if you're in the stock, take

off a third here, because at some point in time you'll get what these guys are talking about. the market will get disappointed. >> guy? >> 225 level, the pivot point that we talked about, now that's sort of 25 points -- take it half off the position in terms of stock position. >> shares of mobile soaring more than 80% since its ipo and one analyst says the stock could easily double and joining us is morgan stanley's lead auto analyst. great to have you with us. yesterday the stock went bananas on the back of the note. path to 100 was the headline. outperformance rating. why is the price target 46 bucks a share which is basically where it's trading right now? >> we love the cars, top pick in the u.s. autos, the only play,

two of the fastest growing and powerful trends in the auto industry but at end of the day in our model we assume that there will be some competition coming in. we assume that their margins will erode and the more we do maybe we feel like maybe that isn't going to be the case. this is a brand new company. they need to have a little bit of a track record, reported their first earnings call and ultimately the next 18 to 20 minutes indicates whether the competition is there or not. it's on its way to being the stock. >> if continental or bosch come in with some sort of single camera competitive product, according to the research, how close are they? do they have anything in the pipeline? >> claim to have an 80%, 80% share of the market and bosch has the rest of it. they are taking a technological approach going to stereo systems. we don't think they will be there just yet.

very, very good suppliers and have very smart engineers. we think there's a good chance they figure it out but nothing seems imminent from anything they are tracking right now. >> so in your report you have some stats or your path to 100 is based on looking out to 2028. let me give you the pushback that i'm sure every one of your institutional clients have said. how can you see out to 2028? you don't even know in 18 months. >> i've got specialty glasses in the office. look, i mean, all we're suing is these guys are deeply entrenched in the car, okay? they are spec into the car three to five years before it goes into production. they have very good visibility into the next three to five years and to my point on competition, if there is no new competitive product out very, very soon, mobilized already on 137 models with 20 different automakers by 2016. if they lock up a majority of the market, volkswagen and toyota, two of the biggest automakers in the world, it's very hard for someone to break in. our view, and in our model we do

have some competition coming in in the long term and that's where we get that target but the next two years will be the long end of that. >> thanks for coming by. >> well, it's about competition so, therefore, it's going to be about smaller or slower asp pricing and this is the whole point. i think the adoption will come faster and robbie is pretty confident that you'll see this industry, you know, be a bigger part of the auto industry in a shorter amount of time. >> in the meantime, in terms of the quarter guy, 75% margin. >> i think you stay -- it's hard to stay with the name, but we've talked about it for a while. this will become commoditized, i think at some point we can have that conversation but it won't be tomorrow. the momentum is still behind the name. >> i think what robbie would probably say as well, putting words in your mouth, robbie, is that insurance, insurance. this is where it's at because obviously from a standpoint of a truck knowing that something is right next to it, that's an insurance preventive accident

issue and from the insurance issue of autonomous cars, where you and guy were in pittsburgh, that's an insurance problem. there's good and bad on this insurance push/pull. >> are you saying mel driving the car is an insurance problems because that's what i heard? >> that's a separate issue. >> i want to make sure i heard that correctly. >> i have a flawless record, by the way. >> if you don't get behind the wheel. >> time for pops and drops. big movers of the day. pop for d.r. horton up 2%. >> upgraded by ubs today. if you look at home building space, if we get rates down to 2.2 like doc was talking about, that would be artificially low, very positive for the home builders, so itb is the way i'm trading it. haven't pulled the trigger. want to see what the bond market does. >> drop for bp down 6%. >> a big problem for bp, now ruled a 60% liable, some of the

numbers haven't come out, but the street is saying somewhere between 5% and 10% of their valuation. this is a neutral. bigger problems i think are in russia where the major share swap. i don't think that looks good. >> pop for stratus up 1%. doc? >> morgan stanley initiated stratuses and 3-d and the move out of stratuses was very positive and ddd just sat there and traded down. they obviously had more sway on the stock that's trading with more momentum. >> pop for universal display. >> any time your name gets linked with anything apple you'll have moves like this. it's not a ridiculously expensive stock. had a big move and also a tremendous short interest so if you believe anything about the iwatch or anything what's coming out in apple, if you believe the apple story, this could be an interesting beta play. understanding it will be volatile. i think you could still own the name. >> a drop for fantasy draft picks. >> what? >> a new report from espn says more than 2% of fantasy league

teams own tim tebow. the problem, he's no longer playing. the former quarterback will be working as a college football analyst for the s.e.c. network this nal. tebow was drafted by more fantasy teams than the starting quarterback for the jacksonville jaguars chad henne. >> wow. >> say that with such conviction like you've heard of these people. >> tim tebow is a role model, go gators. you know what? a better place where people appreciate it. go tim. >> what the -- what is going on? >> it's not pick on mel. >> my driving. >> driving cars, nfl football fantasy. >> all right. i want to go to courtney reagan who has a market flash. she's tracking moving news. >> we talked about michael kors, a couple stocks getting hit, luggage-maker toomey, another retailer, dropping after announcing an 1 million share stock offering and represents 12% of shares outstanding. see the chart down 2% after

hour. liquefied national gas, l & g falling. the shareholder will offer 28 million shares to the public. that big offering represents a hefty 30% of its shares outstanding. melissa, back to you. >> courtney, i'm going to prove a point. a.j. hawk, who is a.j. hawk? >> i went to high school with a.j. hawk, a linebacker for the green bay packers. >> that's what i'm talking about right there. >> ohio state, baby. >> very well-round educated person. >> just saying. >> courtney reagan. >> courtney reagan. >> trade it. let's trade it. come on. please. >> so take a look at goler, the one that interested me, 30% is a massive amount. obviously it's down to the mid-50s at this point in time. again, i think the way you trade it. i like this name. i'm not in it. i've been looking to get in it. this might be the catalyst to get me in because if you look around the world, if there's any type of oil disruption you're going to need natural gas and

these guys ship it. so watch this. if it holds the secondary price, that's when you buy it. >> still ahead, a pain killer that you won't get addicted to. one biotech company says it is chose to making that a reality. we talk to the ceo about the progress of the drug that's helped send the stock up 150% this year. that's next.

big day? ah, the usual. moved some new cars. hauled a bunch of steel. kept the supermarket shelves stocked. made sure everyone got their latest gadgets. what's up for the next shift? ah, nothing much. just keeping the lights on. (laugh) nice. doing the big things that move an economy. see you tomorrow, mac. see you tomorrow, sam. just another day at norfolk southern. dad: he's our broker. he helps looks after all our money. kid: do you pay him? dad: of course. kid: how much? dad: i don't know exactly. kid: what if you're not happy? does he have to pay you back? dad: nope. kid: why not? dad: it doesn't work that way. kid: why not? vo: are you asking enough questions about the way your wealth is managed? wealth management at charles schwab

the drug enforcement administration is cracking down on addict of painkillers like vicodin and other hydrocodone products. the move could help other less addictive drugs get approved. biotech delivery science is applying for its drug avietnama. the issue here is schedule three to a more restrictive schedule two, correct? >> correct. >> your drug is still in the less restrictive category. >> yes. >> how should we think about the advantage that you have versus some of the other products that are out in the market? >> we're talking about a schedule three means that positions have easier access to it. they can phone in a prescription for it to the pharmacy and do it with refills. category two opiods you need a

new prescription from the doctor each and every time so accessibility is difficult for the patients. >> can we quantify that -- that advantage that you have in the marketplace. i mean, can we -- how do you think about it? how should investors think about this in terms of dollars and revenue? >> it's now the only stand-alone opiod as a category three. 130 million prescriptions written alone, half a million prescriptions for vicodin-like product, hydrocodone, products all moving back to schedule two so now we have access to an even larger number of prescriptions than we did previously. >> you're still on track to filing in late 2014, late this year or early 2015? can you give us more clarity on that? >> correct, and i should make it clear also that we're partnered with endoo pharmaceuticals so they are in charge of the new nda and drug application that will go in effect at the end of

year. it is on target, yes. >> you have a meeting tomorrow. >> yes. >> your stock has run 12% since that fda announce president. >> the update is merely an upside opportunity for our product. it's used for a croppic pain opportunity and now we didn't have that before with this dea decision. >> seems like there's not a lot of competition for your product out there but if you had to identify the one company that's in the same arena as you, who would your main competitor be? >> honestly i can't name one. we're the only product -- we'll be the only product in that category 3 positioning other than a transdermal form of the drug that's marketed by purdue. it's a seven-day patch so it's a little more cumbersome for people to use. our product and the technology which is a very thin film placed

on the inside lining of your cheek, very easy to use and we dose it twice a day. very, very easily, so much more conducive to the way physicians like to treat people with pain but there's really no meaningful product in that category three any longer. >> doctor, thanks for coming by. appreciate it. >> thank you very much. >> biodelivery sciences. >> that's why you have to like the stock. >> you have to like it, it's up 155% this year. >> and i think it has a lot more room to run. this story is going to take a lot of time to develop, but when people figure it out, i think the stock becomes right at forefront, so can you stomach 7% moves on any given day? if you can, i think there's a place to be in your portfolio, bdsi. >> a lot of good news. this takes the bad right out of the stock and getting to it place where you're betting on a

level 2 so brings it to a different level. not a pad play on a risk-reward. >> that's a regular day in the biotech. we talk about apple all the time and what their upside is with a new product. here's a company that essentially has a monopoly on the product. they are the only ones doing it. i think you've got to be able to stomach the volatility said, portion your portfolio and this has a lot more room to run. >> we're breaking down the trade right after the break. when change is in the air you see things in a whole new way. it's in this spirit that ing u.s. is becoming a new kind of company. one that helps you think differently about what's ahead, and what's possible when you get things organized. ing u.s. is now voya.

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bun solar name saw big interest in the options market today. >> trina solar traded two times over its average daily volume and much of it the activity was on the call side and the most active was the near-dated september 14 calls. buyers were paying about 70 cents for those. those are bullish bets that the stock is going to be up 5% or more in just two weeks. i think what's interesting about this chart though is why trading options can make a lot of sense. how often does the stock actually move? 5% or more?

that short a period of time. take a look over here. one, two, three, four, five, six, seven, eight, nine, there's about 20 times within the last year that the stock has actually moved 5% or more, and in some cases more than 10% in such a short period of time. one way to make a bullish bet without risking too much might be to risk the calls. >> catch more "options action" tomorrow at 5:30 p.m. let's get to some tweets today. >> love tweets. >> answering the tweets. >> how could you not? >> dr. j, this is for you. what's your feeling on priceline? >> 6% decline over the last month, orbitz 9%. expedia is up and running. if i were long i'd get out of it and buy priceline because of booking.com. >> b.k., listen up. mcdonald's is down again. should i use this as a buying opportunity? >> you know, i think so. i think there's a lot of upside

here at mcdonald's. a lot of negative news has been priced in. 92.22 is the february low. use 92 as your stop, but i think risk-reward-wise this sets up very well here. >> tonight on "mad money," cramer's got all hands on deckers. deckers. and a look at the company's recent comeback and the inside scoop on its relationship with spokesman tom brady. you don't want to miss that. we'll be right back. stay tuned. [bell rings] ♪ time and sales data. split-second stats. ♪ its so close to the options floor, you'll bust your brain-box.

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making it. the new 2015 cadillac ats. football starts tonight but before you tackle the action i'll help you score some gains with my fantasy portfolio and from pigskin to sheepskin i'm trying on the stock to see if the rebounds are for real. "mad money" is next. >> time for the final trade. let's go around the horn. tim seymour. >> emerging markets flying and outperforming taking profits in the three times long eem. i'll let you know when. get back in. >> dr. j. >> retailers hitting the after hours on weakness. buy more coach tomorrow. >> b.k.? >> you know i like coins a lot, but the one i like the most bitcoin. >> real. >> up 14 bucks, up 10 on some areas. when you look at the way it works, adoption, and then three months later, starts to go higher so i like bitcoin right here. >> he said i like instead of

beaks like. >> who is i? >> i don't know who he's talking about. >> guy? >> shout-out to steven grasso. knew answer 16.5, 16.75 building a base. i like it right here. >> i'm melissa lee. thanks lee. see you tomorrow at 5:00. "mad money" with jim cramer 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 make you a little money. my job isn't just to entertain but to teach you. call me at 1-800-743-cnbc. or tweet me @jim cramer. on the one hand, we've got a country of 2313 million people. that's clearly on the