excard. thank you for being here. >> a huge thanks to the panel as well and for homing in on the important stuff. "fast money" is coming up in a few moments. melissa lee, what is on tap? a big down day. we'll look at the most shorted stocks in the market right now. >> that i want to know. over to you guys. "fast money" starts right now. \s. i'm melissa lee. your traders are tim seemo, steve grasso, karen finer man and brian kelly. oil falling more than 4% after opec cut the demand forecasts for next year to the lowest level in more than ten year. energy a big component of the high-yield market. high yield also taking a hit today. many investors are concerned it could lead to a rise in defaults. $60 seems tore the magic level

that most are pointing to. >> i think that's about right. we know that we saw over the last month fewer permits for drilling wells in the shale area, so i think at some point you're coming close to the bottom in oil. i think it was important today, and i know tim is going to talk about it in a bit. yesterday we the eia cut demand. today opec did. as soon as you saw that come out, you saw the markets dive. so all of a sudden the market has woken up to, hey, maybe this isn't a tax cut. this could mean that the global economy is slowing. >> to that point, when you look at the airline index, it is not getting to new highs off the back of much lower push in oil. >> the entire transport space has been struggling, a ton of volatility across markets. the other thing i throw in here. we had europe going in crazy places, but basically greece gap is down 3%. elections in spain next year,

elections in italy possibly. in places where people it reinforces why europe is a place where we may not have gotten out of the woods, and yet you hit all-time louse, 68 bims on the ten-year in germany on a day when you saw the ten-year also have a great demand and auction that drove it down. my point is the world looks very nasty, you have the place where the flight to quality only looks better on a relative value. opec, yes, they don't talk about supply. they talk about demand. this to me leaves the door wide open. i think we're getting to a place where oil is very interesting. i think 57 is where we probably bottom. it doesn't happen here. i see think you buy it. >> i think it probably moves lower than that. i do believe you'll see this bound in energy. we thought it was a demand issue, not a supply issue. now you're starting to hear more and more people say it's a demand issue. oil could go to $45.

if oil goes to 45 -- >> what happens to the market? >> at this point it will collapse. as tim said, europe not out of the woods, china, no one has any idea what the growth looks like in china, so you could see a lot of these names -- first upstream, then mid treatment, then downstream, the whole complex. >> at the same time we're hearing more investors in a maybe not is the time to buy, saying we have dry powder, we're ready to commit it to oil, because the prices are so attracti attractive. >> it's probably too early, but i mean, a guy like david reuben stein or howard marx p. also very savvy i am buying high yield in the energy space. i don't think either of them would claim to have a good sense of where the actual bottom is, they don't really care. they just tee to buy where down the road they could see a significant move these markets are starting to feel panic to

me, i always feel like when you see stocks trading an integers at a time, like an atlas, there's something else going on, maybe it's margin calls, but there's a lot of hedge funds that have had their worst years ever since 2008. i they you have a thought the foreselling. some have to sell. some of these smaller e.p. names. >> so selling begets selling? >> and if usual -- that's a good things? >> it flushes people out. i bought some c drill calls today for -- i think they're april of next year, because i want to have some time to see -- >> worse than half. thanksgiving when you are ho hosting "halftime report", wll, and continental resources, whiting is down 50% from the

wednesday before thanksgiving. you're looking at huge cuts in all these names. >> absolutely. is it too early to buy right now? >> it's not too early. >> i hi the integrated are the safest place. globally i think some of these names, i think we talked about conoco, i think -- on a day like today, when these things are being sold off. again, opec did what they wanted to today. you don't necessarily run from integrateds. >> one big question is whether the rapid plunge will usher in a fresh round of m & a for shale and oil companies. joining us is mike kelly who covers the exploration and production space. >> thanks for having me. >> you're looking at in terms of being targets, i want to start off with whiting petroleum. they just completed the deal with kodiak oil and gas. it's not like they're getting penalized for a cash portion of the deal. but you say this one could

actually be a target? >> yeah, any of the larger companies out there, even multinational firm that wants to get kind of its foot in the door here, but in the shale play, somebody that doesn't have a stake. we've seen it before, a few years back. stat oil was another company that came in, ball somebody in the balkan as well. >> what would be the catalyst of forces to say, you know what? i am going to sell. a could it be make a large investor? >> i think price, number one, and two, we actually saw five years ago to the day, xto sold out to exxon, right? at time we thought it was a crazy deal. gas prices were falling, and it proved to be a super savvy move by bob simp so i then. gas price i think tell was 5.60,

5.30, somebody is bearish on oil. >> let me ask you, though, the c oeismts are human. they don't want to looks like idiots be taking a big step. i wonder if they would, you know, i would rather wait until the death settles. >> that's a great point. there's probably a huge spread. you go back to the summer, they were selling at 40,000 an anchor. the implied price we are would be -- so they're not going to sell at 15, or you really have to win them over. on the opposite side of that, any potential buyer, you'll get crucified if you overpay in this environment. >> lpi is one you say could be looked at as a takeout target. we were talking about the

high-yield market and how some companies are going to have trouble with this step. is this one of those companies? >> it's one of these companies, they do, they have a ton of leverage, a big outspend for next year, it's not a very good thing in the shale environment when you hit the brakes on your cap ex programs, this is a melting ice cube business at the end of the day. so it's dangerous when you start going down that path, and this is one of those companies with high quality acreage. >> and then energien? >> another permian high d. and any way you slice it, again we saw deals this something. in terms of cash flow positive? >> no, in term of independent, not bought.

again, it's pretty high, but those are the names. if you could take your cash. >> thank you for being here. >> thank you. maybe you look for a market cap. >> thematically, it doesn't matter where price is, it has to get moved around. even guys like ge that are exposed, i think this is how you play this long term. you have to get it from a to b. it's not just the u.s. when it comes to the tanks oil trade. b.k. is looking at two other countries. >> one to the north, one to the south. we're talking about canada and

mexico. both of these economies are highly dependent on the u.s. economy. both have been absolutely crushed. i still think they go lower. i'm not sure i would add new shorts at this point, but it's called dutch disease. it's not as prevalent as it is in some other countries, but canada and mexico have this problem. and southeastern canada has a housing bubble at the very least, if not a credit double. >> brian is right to be looking, how do you trade oil on a macro basis in sovereignty? mexico, i agree trades with the u.s. if you u.s. goes down, that's the key. mexico to me is totally diversion filled its economy. it was 35% of the budget. i think they have done a great job. i think canada has much bigger issues, which is why i remain short, or -- yeah, i'm short this to get that exposure. i think you look around the world and look at places that

also benefit. these are countries that gain 60 to 80 basis points, but remember, a lot of people ask this question. china, u.s., europe and japan, all gain in terms of royal prices. that's where you should be investing if you believe it says. we will be following every aspect. some of the most hated stocks in the market right now and how to play them. apple down nearly 2%. if energy is driving the market lower, why is apple getting hit so hard in that is coming up. new cadillac.... ♪ ♪ my baby drove up in a brand new cadillac.... ♪ ♪ look here, daddy, i'm never coming back..... ♪ discover the new spirit of cadillac and the best offers of the season. lease this 2015 standard collection srx for around $359 a month.

we have a mark flash on consol. the company is saying late this afternoon it's going to spin off parts of the coal operations into two separate entities here in a bit to try to be more financially viable. cons will turn its thermal coal operations into a master limited partnership. it's also going to put at least use an unspecified tax structure

and sell a stake of around 20% in the metallurgical coal operations. so consolidated -- consol energy is not splitting the cold operations into two separate units to try to promote some efficiency here. an interesting move. the shares are up by about 3%. i love that you love that it was you that taught me that. >> i just try to educate one person about it. >> as she consoled you about it, too. >> thanks, dom. in the coal space, grasso? where were you go? >> when he said coal, i wanted to repeat it. the whole spot is gidget killed. btu has an $8 handle. i would probably go with btu. that's always the one that people lean towards. i think btu, if you want to take a flyer out.

the idea of an mlp, fantastic. if you look at the mlp as a proxy, getting absolutely crushed. i don't think it would move a lot after this sneak-jerk reaction. also we'll see some the debt goes. >> sure. toll brothers getting hit hard today, this after missing we should note the moves on the rest of the sector on the back of toll. all auld declines. >> toll brothers is generally the higher-end builder. not only that, but pretty decent home-building notions. this surprised everybody. i don't think this move is over. we all talk about this tax dmut oil. let's take that logic over to the home builders, right? i'll tell you this. if it's going to be good.

>> are you till in kb? >> i am. i think if that has to be bottoming. people can't live in their mother's basement, me excluded, forever. >> oil goes to 45 and the stock market would collapse if it did, and now you're saying that people buy houses -- >> but houses are based on where interest rates are. so if you don't fully -- interest rates are at historic lows. >> they're still not selling. >> but people are unsure about whether the economy is going at this appointment. at a certain point you're going to have to buy a house. this is not something -- you're engoing to rent -- >> not if you have a job. >> the job market seems okay. >> you have two different things going on. one is market sentiment. things can trade anywhere, any price. you're talking about the fundamentals of household formation, which i totally buy that theory, actually.

that over time, i do think that's going to work. where it can go in the meantime? >> i mean, that makes that call today, a very interesting call, because again the markets are spooked across the board. we tau adnationalium about you quoot -- if anything, we want rates have to go lower and will stay low, in fact nbc week the fed will tell us something. >> we have some breaking news here. lending club has priced the ipo. dom? >> above certain expectations. according to dow jones, citing sources, lending club's ipo will be priced at $15 a share. that's above certainly expectations that were there. also, just this idea here that a lot of people will be watching this particular ipo very closely to see what demand is like. also given what non-bank lenders can have in terms of valuations and demand for the share. again, no indication on the number of shares being sold or

any of the final details, but again $15 per share is what lending club will price its ipo at. this is on a day where with el saw banks sell off. we're questioning what the dropped in oil prices will mean. >> pricing above the range. >> if el were the ceo, i would not want to price my ipo today, but it worked out for them. we'll see if there's any support there afterwards. obviously it depends on how long the sell-off continues. next up, falling hard depilot customers registers vehicles in october. that's 152% jump from the previous year. >> it's going to support musk's claimants that demand is truly there. this was never a question of whether they were producing good cars. one, i don't think they can

complete the production schedule. it's a supply issue, but also, look, it's a markets issue. we're talking about where high momentum stocks, chur tough to justify, especially look at the move, i won't waste our time other than to say that -- they reversed massively which tells me that -- it's a big level, i think the next level is 180. i think it's headed there. >> people who buy teslas are rich people, they don't care about the gas savings, yet it's trading -- >> it's also trading along with tim's point in the past, competition is not only from bmw, but everybody. if they should tart making these companies more official and create a car that people want to drive, because that was what elon musk did. but it was a hot car and it was fast and a performance vehicle. >> so in tesla, though, the only

reason to buy it at these valuations, if you believe that elon musk and tesla will transform the electric grid here in the u.s., that's why you're buying here. >> do you buy that for a 2020 story or even farther out? >> yesterday i said buy tesla here. i still think you buy it. i would not put my whole portfolio on it, but i think for a long-term trade, tesla will change things. coming up, apple getting hit hard, with nothing to do with the downturn in oil. what is wrong with the once golding child of technology? could the selling intensify? we'll take a deeper dive ahead. the most heavily shorted stocks. and as he head to break at the dow heat ma'am. we finished down by 267 points. back in two. do you

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apple getting hit today. could today 'move to the down side be the end of that trend? joining mess is steve mincer. gene, great to see you. >> hello. what are the catalysts that could actually help this stock? >> just the holiday selling season. investors have been tracking the inventory of iphones. if they remain tight throughout the quarter, i think there will be greater expectation about a guide up in march.

>> a lot of people have talked about there aren't many catalysts. what do they need to do? what do they need to do? is what they have enough? >> i think what thefz is enough. i think that's fresh in investors -- it's not just about -- they're looking at the full year of 15, and thinking about the tough comps in the back half of the year. i think they're going to show the size of their market opportunities spech that half of the cell phone markets are greater than 4 inches. so there's a big part of the market that they haven't 257d into.

the way this plays out is the sustainability i believe will last beyond the march quarter. if they do that, it could shift the whole paradigm. >> so, gene, to that -- this is tim seymour, talking about margins, because i think on the sales on the top line, we're getting to a place compwise, but where do you think they are on margins? that's the one part of the conversation that nobody is talking about. nobody is talking about effectively the demand side, which at one point the company was vilified for. >> i think that margings are going to inch their way up. they also get the benefit of the yield improvements and they also get the benefit of just greater iphone sales. so if you look from december to march, it's safe to say they're going to be flat, there might be a bit of up side to that, and investors are hyper focus odd that number. the big factor is how much demand is out there.

we're a couple months away from the release. it's really tight, which is probably positive. >> gene, great to see you. thank for your time. gene mincer. >> thank you. who here sees this as a buys opportunity. >> me. >> yeah? >> i think maybe it's caught up in find ago source of funds. you see heavy losses. maybe there's a lot of margin calls. they have to free up cash. people are worried about getting back all their profits. i think this is putting undue pressure on apple. >> we do have breaking news. julia boorstin has more. >> box updating its ipo filing. a couple key numbers here, melissa. the company's annualized revenue

run rate is more than $225 million. the company says it now has more than 44,000 paying customers, it had 34,000 when it filed the s-1 in march. said the network retention rate is -- and net of church, the company also says it has $165 million in cash, so if you look at the charts here, it looks like steady revenue growth and operating efficiency on a date this company filed back in manage and delayed the ipo plans, so we're really waiting to see how long it would take for box to go pup. >> julia, thanks very much. this is a tough space here. a lot of people would say this is getting commodityized pretty hea heavily at this point. >> if you look at rack space, that's probably the company you want to look at. it has not done well. >> i we're cautious. how to play the most heavily

shorted stocks there. later, macau gaming is being hit hard. that's more, later on. with a trading specialist just a tap away. what's on your mind, lisa? i'd like to talk about a trade idea. let's hear it. [ male announcer ] see how schwab can help light a way forward. so you can make your move, wherever you are. and start working on your next big idea. ♪ and start working on your next big idea. once there was a girl who even in her laundry room. with downy unstopables for long-lasting scent. and infusions for softness. she created her own mix, match, magic. downy, wash in the wow.

welcome back to "fast money." we're watching shares of ebay right now. 161,000 shares have traded. according to a dow jones record citing people familiar with e bay's thinking, they say that ebay is considering a plan to eliminate thousands of jobs earlier, as it prepares to separate the paypal under. this according to a dow jones report citing people who are family with the company's thinking. they said that it could be at least 3,000-some jobs or 10% of the total workforce, so again ebay repearce for that separation. do you joan kiss citing people that this could be mulling large-scale job cuts. dom, thank you very much. not surprising that the stock is not moving too much, considering

it's the split that is going to move the stock and the jobs are just sort of an aside. >> the way alice and a lot of people terr valuing is summing the parts. you could better isolate the value here. but stock site -- i don't think you move on this news. stocks of high level short interest typically trade in line with the paul mark, but paul says since may the most-y ly let's bring in paul. >> hey, how are you doing? >> to what you were saying before, usually in a rising market environment. what we've gone seeing over the last since summer, is very uncommon in this rally and in market rallies overall. typically they are down cumulatively about 11%, the least shorted are up 9%, so a

have i wide disparity, and it's not just like the energy stocks where that sector has been getting killed. only four of the 29 stocks in the s&p 500, with -- so this is just -- it's broad-based, investors are pitching these high/short interest stocks. as far as what does it mean for the market going forward, well, you know, it's interesting to see this disparity started occurring in the summer when it became sure by the market that the fed was -- to -- taper was going to be done in october, and for these wing and a prayer type of stocks that are highly shorted, their future cash flows are going to be in a rising rate environment, they're going to be discounted as a higher rate. that's not good for them. if i were looking on banks stocks for high growth or heavily leveraged, it's a negative. >> let's look at some of the most shorted stocks.

the best performers means they are shorts and the stocks have gone down. >> yes, so only a few there here. sanderson farms, again corp and -- as far as individual reasons for that, they're all stock-specific ideas there, but the key is that more than three quarters of the most heavily shattered are down an average of 6%, and as of coming in today, it was down less than a percent. >> so the worst performing most shorted stocks? >> these are going to be high-growth stocks, stocks with a lot of debt, j.c. penney, you would expect them to do well. consumer discretionary, but their problems are more specific to the individual stocks. >> well, how much do you think, though, people get to a place here where maybe we're late in the stage of the commodity trade. for probably 18 months, the

entire space, do you get to a place where you're starting to see big moves? is this also part of it? are you at a place where you get at it from a year end? and possibly leaning on them? >> that's a great point. actually in the energy sector today, what you saw is fewer new lows, 52-week lows in the energy sector, so even thought sector is hitting new lows, fewer stocks are driving it. exxon mobil, that drags the overall sector down. >> can we glean from that something like abxle may be stabilizing? >> i think it's too soon to say there, but i think what you want to do -- getting back to the discussion about the short interest is i don't think you want to focus on these companies where there's a lot of warts on the companies. investors are a lot less willing to give the benefit of the doubt to these companies. instead, focus on companies that have lower levels of short

interest. >> paul, thanks. >> all right. so are there any names on those lists that you would take a look at? >> sanderson farms, in the meat space, but the reason why this is most shorted is because you had high cattle chicken, piggy prices. peopler betting the farmer will produce more, the supply goes up, price goes down. sanderson farms is one you can short. you can still short it. time for pops and drops. big movers of the day. green mountain up 4%. >> the stock year to date is up 83% right around $143. >> i would weight. it has a habit of bouncing right through that. i would wait. >> a drop for goldman sachs. karen? >> yeah, you know, anything in the trading business yesterday after the comments from citi and

bank of america, probably not a great thing to have for this coming quarter. pop to yum brands. >> it was a disappointing quarter. if you look at what people are expecting, this is how this stock will trade. again, the food contamination concerns on this company. it was also a kay where this stock had rallied off the last quarter, back up to the 77, 78 level. for nour it's not a broking company, but a range trade. >> beaker? >> 'em going to start with south africa. stick with bk. problem with electricity in south africa means you can't buy platinum or as much. that's what the market is worried about. stillwater. they've had u.s. mines, electricity in the u.s. you buy stillwater. and a pop for wing and a prayer. a church in alabama has cooked up up a tasty way.

hosting service at a local buffalo wild wings. he hopes the unique setting will bring football fans and the fave like. the service called the stream will take place this sunday before buffalo wild wings open for business. reverend encourages people to stick around for lunch and the nfl lineup. >> that could have gone a lot of different ways. >> if someone bribed me with wings to get to church, you would go? >> well, i do go, but i would go more often. oil prices at a conference today, pnc saying it has 7.5 billion exposure to u.s. oil and gas. and they're not alone. with 3% of loans outsiding zion has 22 billion exposed with 5.5%, according to an rbc

report. just last week karenside he was covering her short. she checked it on a -- the ceo of colin front addressed her trade yesterday, take a listen. >> karen finer man on "fast money" first said she was putting a short on your stock last monday. in fairness she thinks it's a very well-run bank, she looks at the energy about 14% to 15%, but more concerning she thinks is that everything in texas is tied to energy prices and we are looking at a long slump, if we are looking at low prices for a very long time. what do you answer in response to that cry stitch? >> well, obviously i don't agree with her? first of all she's wrong about being texas being all focused on energy. >> well, okay. first of all, i don't know what he think being it being only

focused on energy. i am just making the point that certainly there is the perception that texas is going to be negatively affected by energy, whether it's all, who knows, not likely, but certainly there's the perception, and my point was that with the value it was where it was trading, it was reflecting optimism in texas where i think we'll start to see some pessimism. they do have an energy book, but you know, i assume they have done a great job with their credit underwriting. i just think that these banks will not continue to trade at a premium. >> and a lot of these analyses that have come out their credit is northern credit losses. they make a point of sailing they stress tested their books. it is the loan demand. am i as a big owner -- if i think the local economy is falling apart? so long demand gotten down.

we talk about it, brian talks about it, i've been talking about -- we're through them. what happened in october, you had a lot of hedge funds blowing up. i think that's more with what's going on. i think they've had to move a lot of stuff around, but get watch the hyg. i think market players are more distressed than the market is. >> you think the hyg, that's why the overall markets went down? >> in the afternoon. we saw that second leg, because the hyg broke through the october 20th lows. that has people spooked a bit. i'm not going to necessarily say there is a credit event. my whole point of being short hyg is the yield suppress was so compressed it had no risk priced into it whatsoever. we're starting to get more risk

priced into it. the outlook to macau may be gloomier than we thought. more fast break straight ahead.

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qua cino stocks getting hit today. jane wells is live from los angeles with some of the winners and losers in this space. hey, jane. >> mostly losers right now. macau gaming revenues have been falling nearly every month. soft against this month. it looks like there's no bottom yet. analysts and daiwa visiting the gambling mecca last week say there are longer term issues beyond the crackdown on vip junkets. mainland china wants to make sure there's no funny business going on? what? gambling in causinga blanca? it's been told that proxy betting by phone will no longer be done. it believes that accounts for 8%

of all vip gaming revenue in macau. it's not just a pullback in junkets. there's a partial ban on smoking and slowing chinese economy, which has people holding on to their cash. as a result they reduced estimates and price targets for laws sans, wynn and mgn resorts, and even though wynn and lvs are down, sometimes, quote, we remain wary with no visibility on the bottom in macau. mgn says it looks better because it has a smaller presents in china. >> thanks very much, jane. tim, are you concerned? >> i am concerned. which is probably the purest play on macau gambling is a name i've been wanting to buy. what jane is saying, in the last

couple days, downgrades, so a stock which now books at 18 times current earns, not so much if we're only growing sub-20%, so you have to be very careful. it still is a great company. i don't think macau is crumbling the way other people do. i think the pressure from the chinese government is alleviating. haas year's valuation is -- if earnings are changing from adequate. >> it was the corruption, smoking, traffic, it was a bunch of different things as a reason to stay out of the gambling. but if you look at las vegas, down 30%, wynn down 24%, 23%-ish, i think that's where you get the most bang for your bucket. so many months of traffic dropping off, i would wait until the end of the year, though. >> the falling is oil is setting off the activity radar. that's next. they're still after me.

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>> almost three times the daily average option. all of that was related to a fink-legged stretch. >> by purchasing the april 25, and about the april 24 puts, the april 21 puts. and then to help the financial trade. they also sold as upside trend. what this all means is they see it potential going much lower. u use. >> what would you say to that trade? it doesn't take that long. >> probably in that range. >> checking for -- as oil trade do you understand, the uso actually underperforms.

and they roll as a lower price. when i have dennis guardman on, he will use that that basically tells us supply that that's what they etfs do. it makes it even harder for etfs like uso to do that. >> very educational. for more options action, check out the live show on fridays. you tweet it, we trade it. let's get to the tweets. >> it looks like it's struggles

to get above the moving averages, but making a series of lower highs. >> i don't like the unlimited exposure to a stock that's -- i think it's -- if you keep it on a short leash, i think a short is an okay idea. >> it's such a different one, you have brazil, that is not a great palace toby, currency issues, and on top of that a whole scandal. >> i think if you want to -- if you want to make a brazil bed and oil bed all together, this is the way to do it. >> there's better ways to do either. coming up on mumm mvp,

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time for the final trade. >> conoco philadelphia lips, cutting cap ex, i think they are the oil company for the next millennium. they're figuring out which products they want. >> steve? >> this is one of those things you can't figure out where the market is selling, it's rallies, but yet utilities are outperforming. you hear me talk about it a lot. it's up over 15%. you get a 4.4% yield. i'm in this, just in case the market does sell off. >> karen? >> yes, we talked about the bottom in oil, and we bought sea drill calls today oil in april. i guarantee i have not picked the bottom, i'm never able to do that. >> pete beakers?

>> i am still long gold. i think there's up side in gdx. this did well when the dollar was down. >> i'm melissa lee. thanks for watching. make money, i'm here to level the playing field for all investo investors. there is always homework in summer and i promise to help you find it. "mad money" starts now. >> i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make funs, i want to save you money. putting context, call me. tweet me at jim cramer. we got a battle going on here, a battle between the joy of the consumer. >> house of pleasure. >> and the pain of the