here. great to see you this afternoon. "fast money" coming up with melissa lee. what's on tap? >> two oil stocks you can buy right now, even with oil where it is now. also got the ceo of web md in a cnbc exclusive. >> great stuff coming up. straight over to you guys. nasdaq studio overlooking new york city's times square. traders tonight, another red day for stocks, s&p closing down nearly 1% today as oil got whacked, closing below $48 a barrel, at one point it did look like we could get a turn around adds we saw impressive reversals in apple, tesla also which closed up half a percent and alibaba closing up more than 2%. so, second down day in a row, first full trading week of the year, tim, what did you make of today? >> five straight days for the s&p, you're in a place the market seems to be concerned

ability factors and frankly, europe, i think right now and i say this again, they are probably overdoing it. if you look at key levels and positioning, something investors need to follow because a break of 116, a lot of people don't look at this stuff, but tells you people are reeling in and reeling in the trade, so i think japan could be, that was a big trade last january, down 14%, but again, crude price is not truth here. i don't believe $40 crude tells me that the u.s. economy is going to hell in a handbag. >> mainly because of slowing global economic growth. >> right. it's a little bit of both, right? >> you buy that? >> absolutely. listen, we know that demand is down by a couple hundred thousand barrels a day. that's just fact, right? then you have tremendous -- >> price war. >> absolutely. so you have a combo of the two, that's what we talked about, you have a tremendous amount of supply coming on at the same time demand is weakening. we know china is weakening, europe is weak, no demand there

anymore. that said, oil is getting at an interesting point, but i agree with you, timmy, you have to watch the u.s. dollar because all the money in the world has flowed into the u.s. if the dollar reverses, that actually could be a negative for the u.s., particularly for bonds. >> i think you have to -- demand has to be part of the equation, without question, and i'm more confident of that, copper four-year lows and bond market continuing to rally, but for the bulls in the equity market, potentially, potentially, new 52-week high, all-time high in the tlt today, but for some reason something happens overnight, some crazy bit of news, this thing opens 129.5 or lower, all of a sudden you have a technical situation where uxd be a big selloff in the bond market. i'm not saying it's going to happen. obviously, closed at 131 and change, but an open and below 129.5 tomorrow, watch out on the downside. >> you know, the violent moves in energy, specifically energy, but another 4% moved to the downside, so that, i think, because of the violent moves we

are seeing, that is pulling the good stocks down. i'm with tim on this, i think it has more to do with production than demand. i understand what you're saying about the demand, i think it's production. they are trying to overproduce right now and hit -- >> market share. >> they want to flush out -- >> flush out. >> price war with the united states either, no way they are going to say that. they are not going to tell you the u.s. supply is taking away their market share. >> all right, so whatever it is, it is. oil's down, it's dragging down stocks with it, what do you do? >> look for opportunities the first week of the year and last week of the year are two areas where you really are in the no-touch zone. because of the fact, john talks about this, amateur hour -- >> wait a minute, you're saying no touch -- you're -- >> last two weeks of december, first week of january. >> you're not trading? you're hanging out? >> i've done a total of three trades this year, which for me is ridiculously low and it's because i'm trying to hold back because i don't think -- i'll give you a great example. does it make sense to you today with oil prices going where they

are, we know how the airlines are going, we know how full the flights are, we know the ticket prices because guys are complaining about the price, right? yet some of those names are down. >> i will play bear to that. >> people are selling the airlines because they have money in the airlines and looking -- >> 60% last year. >> which tells me -- also a lot of the growth is international growth. you have commodities coming down, countries like brazil not doing that well, that's going to take a lot of the demand away from it, so it's more than just the low oil prices. low oil prices have been priced into the airline, but again, the international growth is where it is. >> let me say this, i don't disagree there is growth internationally, but we see what's happening here and as long as they stay disciplined, don't bring too many flights out to start -- >> jetblue has increased capacity. >> historically. i think they have learned their lesson.

as they've come out of bankruptcies and the jetblues of the world make sense. i think these guys can bring on some capacity, just can't all at once. >> oil reverses and oil goes to -- >> saudi arabia goes -- >> even with oil going up ten, 15, 20 over time, i think the airlines are doing just fine. they were doing just fine with $100 oil. >> crude can't seem to catch a break, oil falling to a multiyear low and dragging the shale stocks into the red, as well, but there are some you can still buy even with oil under $50 a barrel. let's bring in mike kelly, managing director at global hunter securities. mike, great to have you with us. >> melissa, thanks for having me on again. >> so many analysts said $50 was the breaking point at which point shale production would not be economical anymore, so which ones will suffer? the players, the producers, and which ones won't? >> yeah, well, pretty much

everybody is suffering. you can see in the share prices right now at $50, but really the core areas of the really great plays, you can eke out decent returns, at least a cost at capital at $40, down to $35 per barrel. we talked to one producer today who's really taking it on the chin here, down 70% since his summer highs and said they are coring up where they are going to drill in 2015 and even at $25 to $30 per barrel, they'd still be able to clear their cost to capital and give you decent returns. >> mike, let's talk about the spacing where people had great years in 2014, so again, with the price move, how about the mlps? this is a place where people and a lot of yield-based investors collected 10% to 15% yields. is this entirely shot now because they depend on cap x for

growth? >> absolutely, and they really depend on the market, too, to fund it and keep it going. the mlp space has been under fire. i almost worry more about the typical sea corp. than the mlps. you kind of know what you're getting, get a leg down from here and it's a reset. bar's been reset at just a lower level, so it's once you get there, worry less about them than versus your c corp. emps that are really going to have to grow organically. mlps can still grow through an acquisition model. >> mike, you mentioned whiting petroleum, but in terms of the other stock that could really be poised to rally if we get oil to rally, as well, which other pick was that? >> yeah, so in the name that we have always really liked here, "fast money" report weeks ago, when oil crosses the $50

threshold, it's time to put grandma's money to work and a name like cxo, they got a call from my grandma yesterday, oil went down below $50 and she thought i was talking to her, me and the girls in peoria, illinois, we bought in. that's the one we really like here. >> you're going to be in a lot of trouble if it doesn't work out. what's your outlook on that one? >> yeah, another one that, you know, they are in the heart of the eagle ford, great management team down here in houston, $40 oil, really doesn't scare them that much. it's a name that's still going to grow 30% in 2015, going to be, you know, well suited to a position that's really going to stomach this downturn relative to their other peers here in town. >> great to speak with tu, thanks for your time. say hi to your grandma. mike kelly. >> probably watching right now. >> i hope she is watching.

peoria, illinois. hey, grandma. he's a fundamental analyst, obviously. yet he's saying there could be upside. at what point do you say it is time to step in? >> i don't think it's that time yet. real quick, talked about rig, cdril cut their dividend, the whole space got whacked. i think the trade, we said this before, i think rig is going to be forced to do something at some point. if and when it happens, they cut their dividend. then you buy sea drill which has gotten cheap. if it happens, i think sea drill will get the bounce that i've been waiting for for awhile now. >> shale, touch or no touch right now? >> no touch still. we all would agree on one thing for sure, you don't have to get to the bottom, you don't have to buy the bottom. lighting, i love this name, but not enough to buy it yet because i don't see the pain out of this stock. $90 stock under $30 a share, you

can wait awhile, $35 when we see it start to move, then it might be time to look at it. >> let's get to our chart of the day here. brian kelly is going to sashay and look why reknewable identification numbers used to track each gallon of fuel produced or imported into the u.s. take it away. >> so, as you mentioned, these are basically ethanol units in gasoline. so when you go to the pump, see it says 10% ethanol, you know, that means that 10% of the barrel is filled with ethanol, that's the mandate. blenders have to put this in. this is an input cost into gasoline. so input cost goes up, gasoline is going to go up. we have a chart here of the rins, i guess we don't there. we have the chart perhaps there. basically, you're starting to see these rind prices go up and what's happening with that is input costs are going up, gasoline margins are going to

get squeezed. last time we saw this was back in july 2013. that was when oil was at 95 a barrel. within the next month, oil went up 15% to $110 a barrel. where are we now? all the way here. starting to see that increase. that's one thing starting to tell me, you know what, the bottom of oil is very close. i don't know if it's tomorrow, i'd look for reversal, but this is one thing you absolutely have to keep an eye on. >> you're watching this in relationship to this chart? >> i will put a trade on in oil when i see a reversal. thought today, i tried to buy some options, risk/reward wasn't there, but i have a trade at the end of the show i will buy tomorrow. >> that's called a tease. >> absolutely. >> brian's right. we've said this, you know, buying the integrated oils or buying, i think, some of these mlps, you get to a place where i would maintain we are at a medium term price, marginal price where anything below where

we are makes zero sense, therefore, we should be seeing a bottom. i think it's overshooting now. integrated off 10%, time to buy them back in. i would go there. >> we have an alert here on "the interview." julia? >> sony announcing that "the interview" has been digitally rented or downloaded through the online stores like google and itunes, it has been rented or purchased 4.3 million times, totaling over $31 million in consumer sales. that's just between december 24th when it first went on sale and for rent through january 4th, so quite a big turn around after that dramatic decision from sony to first pull the film and then distribute it digitally the day before it put it into a select number of theaters. sony says it is its number one online film of all time. still unclear if sony will make back its original investment, which we estimate is about $80,

$90 million. back to you. >> thank you. how do we play the content space? >> lions gate sold off a bit, we liked that name for awhile. that's the first place i would look. >> i think that's the one, particularly with low gas prices, people have the content, go see the parks. >> not only that with disney, you know, i bring it up all the time, but espn, you look at that property alone, what they did, bought content, got content, look at football's ratings. >> i love some of the college announcers, football commentators, they are amazing. >> heck of a job. >> all right. the lottery ticket trade, the ceo says what that is. and kors down more than 25% over the last six months. is kors dead money? that's coming up next.

welcome back to "fast money," take a look at that chart. right now we're down to 1,180 and change. what does this say about the european session tomorrow? >> more on going into the asian session, so it could be some weakness, everybody is pricing in more q.e. coming up in

january, or q.e. at the end of january. i would caution, though, 5:00 to 6:00 is a very weird time in the foreign exchange markets. you have futures close, you have books changing over. i wouldn't read too much into it. >> all right. let's also take a look at another after hours movers, micron. it is falling. let's get to a quick earnings report here. court? >> micron technology out with earnings after the bell, the company posting first quarter earnings, 97 cents a share, a nickel better than expected. revenue rising 13% to 4.57 billion. as a stabilizing personal computer industry supported the command for the d-ram chips, but shy of forecasts. it also warned that second quarter revenues would come in a bit light, as well. you mention the stock was trading lower. you can see the dip, bit of a recovery down about 2.5%. back to you. >> thanks a lot, courtney reagan. banner year, up 60% or so and people were saying their content in hg phones is higher, having

more content, so, therefore, they should be good. here they are warning on second quarter. >> yeah, i think surprising probably to all of us on the desk here. >> the bar was set high going in. >> very high. >> their outlook, i think, was the thing that really concerned me. i'm missing on the revenue right now, but the earnings number was great. look at some of the margins, but the outlook being below next quarter, as well, that's a problem. >> stock's been sideways the last three months, looking for the margin breakout, not a surprise to me it's pulling back. >> 2014 was a blowout year for bio tech ipos and the average return to date is 41%. so will 2015 be another blockbuster year for bio tech? let's bring in ceo jeffrey solomon. jeff, good to see you. >> good to be here. happy new year, everybody. >> happy new year to you. we have a crazy market on our hands. you have down days and you see pressure on the bio tech index. >> look, bio tech does trade in a little of its own sphere, so a

lot of what's happening in the s&p is really people are looking at a global growth slowdown or lack of growth globally. that definitely impacts p.e. multiples, not relevant in the bio tech space. many cases you're talking about future earnings and so it can get disconnected. i feel like market sentiments are still important to the bio tech sector. if we get follow through here to the downside, things will take a pause, but there's fundamental technicals around bio tech that have a trade differently than the rest of the market. >> what you call a strong backdrop, ipo pipeline that's very strong. i saw the one stat a billion dollars so far already in the pipeline. >> this billion dollars worth of deals that got launched this week. >> wow. >> that's not ipos, but think about it, last year total number of deals done last year raised $17 billion in bio tech. also want to give you context here, if you just look at m and a, $400 billion worth of health

care in therapeutics last year. people talk about it being a crazy market. yes, the most number of deals we've done, we've seen in a long time, close to 200 deals between ipos, but the total number of capital raise is only about $17 billion last year, so the supply/demand economics around investments -- >> trading so volatilely, right? at the same time nobody wants to come to market if small caps specifically are getting crushed because that will impact how they are valued in the marketplace. is that a concern for you? >> always a concern. we saw a slowdown in the third quarter. i think if you look at on a quarterly basis, a lot of activity in the first quarter last year. there was a fair amount of activity in the second quarter, then third quarter people took a pause, a breather, digested. fourth quarter got strong again.

i think market sentiment is important because the current investors want to make sure they are not going to get diluted overly, but these are businesses that need to be funded. the business models are way better in bio tech than they used to be. easily identifiable, categories and diseased states that are folked like oncology, orphans diseases. >> alzheimer's. >> some of the larger areas like alzheimer's and diabetes much more difficult to fund those companies because they require very big clinical studies. we've seen a lot of some of the smaller indications actually getting more well funded because it's easier to do the financial analysis and the exhibition around those deals when the science works are way easier to understand. >> yeah. >> jeff, we got to leave it there. good to see you, thanks for coming by. >> i love a myriad of these names, but so far i think as far as pipelines are concerned, i'd

go to cell g. >> a stock that did well today, didn't it? >> i think jeff's acknowledged here if the market is sunny, you make hay and that's what they are doing. the ibb touched $300 today, a lot of people might say no touch here until it can bounce off that level. >> pete's been an amgen, as well. tremendous opportunity and the mistake people make is these are not your grandfather's and grandmother's stocks. >> again with the grandmas. >> wanted to get peoria, illinois, in. hopefully they didn't fall asleep. >> you just insulted them. >> i'm kidding around. >> awful. >> i think it's really interesting because we talked about the sentiment out there on a day that we've had two market down days. bio tech is the ultimate

sentiment. no earnings, it's all about potential of these drugs coming out. i use bio tech as an indicator of market sentiment and kind of actually heartening to see the fact there's a billion worth of deals coming out this week, meaning still positive sentiment. >> real quick -- >> real quick. >> i think there are ten or more. coming up next, it is the social stock that logged serious gains since the start of 2015, behind twitter's stealth rally. later, stocks here in the u.s., back in two. can't say thank you enough.

you have made my life special by being apart of it. (everyone) cheers! glad you made it buddy. thanks for inviting me. thanks again my friends. for everything, for all your help. through all life's milestones, our trusted advisors are with you every step of the way. congratulations! thanks for helping me plan for my retirement. you should come celebrate with us. i'd be honored. plan for your goals with advisors you know and trust. so you can celebrate today and feel confident about tomorrow. chase. so you can.

>> welcome back to "fast money." check on shares of jcpenney moving much higher after the retailer said holiday sales were up 3.7%. it expects comp sales for the current quarter, which we're still in, to be the high end of the previous range, the previous range was 2% to 4%. jcpenney currently trading higher by almost 18% and heavy volume after the bell. melissa, back to you. >> tim, you're long. >> i think in this name a bar that is extremely low. it is about margins, but really just about cash flow. this is a stock you stay in. 775, big level, though, if you're trading it, you could make something here. >> michael kors, kicking off top trades tonight, downgrading the retailer, the firm saying it's increasingly concerned about the level of motions seen at

department store space. pete? >> promotions is a huge deal, the fact they think they are way above the rest of the industry group, especially the top brands. because of that, seen the stock drop from the $90 level to $70 level and today under $68 a share. i'm starting to look kors back down here again at these levels. again, this is a market where i think it's mostly a no touch, wait a little while, but once it starts to move and show the bottoming, i think there's plenty of upside. >> would you rather -- >> i love this game! >> kors or coach with the reported acquisition of stewart whitesmith? >> i think i would rather kors. that's because -- that's because a lot of the news is priced into kors and the market hasn't realized it yet. >> whitesman shoes don't do anything for me. i'm into kors camp. traded five six times normal volume, trading close to levels we last saw middle of 2013, enough short interest where they

are going to get squeezed on any marginal good news here. >> next up, her ball life, bullish bet on the stock quietly left the hedge fund, paul schoen did not immediately respond to requests for comment. they had been cutting her ball life stake very recently. keith? >> we talked about this, talked about it last night, brought it up on a huge down day, down again today. this is a name we said carl can be right for the trade, he might be wrong in terms of the story and it's starting to play out that way. is carl calling in on thursday? this thursday? >> nice tease. nice tease. >> i think there's still more downside in hlf. not that you can play it that way, but i wouldn't be piling it on the long side here at all. >> we'll ask him about it thursday. next up, a twitter huge day of gains for the social media player soaring more than 7%, starting off 2015 on a huge run, bk, this is one we talked about

in 2014. >> last year we talked about this. >> being a potential turn around. >> absolutely. >> zero to hero trade. zeenchts row to hero, exactly. certainly a hero today and the reason why is the former ceo of yahoo! said yahoo! should buy twitter. most importantly he summarized it very well and said twitter is the largest newsroom in the world. now twitter has a salable item, everybody understands the product. i think yahoo! should buy it, even if they don't -- >> illuminated anything we didn't know in 2014? >> agreed. i think it was undervalued. now everybody's understanding it. >> there are also rumors, we'll say the rumors because they moved the stock, icon is in. the icon rumor had been -- these are old rumors, they come back. >> the volume is in the options, he's done through options. he did it in netflix, we know about that. whether he was involved today or not, who knows?

200,000-plus calls today, a lot of call activity. >> you in it? >> i wish i was in, i'm not in. >> we'll ask carl about that, as well, on thursday. another programming note here, be sure to tune in tomorrow on fast, we'll be sitting down with go pro ceo nick woodman live from ces in las vegas. the latest on go pro's holiday season, the newest gadgets, and much more, that, of course, tomorrow 5:00 p.m. eastern on "fast money." still ahead, a u.s. dollar trade, could this mean good news ahead in 2015? we have your historical take and best sector plays next. plus, heading to vegas to sit down with webmd, a digital push in the new year, a first on cnbc interview with the ceo ahead. tdd# 1-800-345-2550 [ male announcer ] your love for trading never stops, tdd# 1-800-345-2550 even on the go. tdd# 1-800-345-2550 open a schwab account, and you could earn tdd# 1-800-345-2550 300 commission-free online trades. tdd# 1-800-345-2550 so when a market move affects one of your positions, tdd# 1-800-345-2550 schwab can help you decide what to do.

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welcome back to "fast money." u.s. dollar trade soaring in 2015, a good year for the dollar means a great year for stocks is next. let's bring in paul hickey. paul, good to see you again, happy new year to you. what did you find and why is it a delayed reaction in terms of the benefit stock? >> when you think about it, especially this past year, the

move we had on the dollar was very back-end loaded, takes a little bit of time for those movements in the currency market to work their way into corporate earnings and such. so what we've seen here is since mid '60s, seven years where the dollar index has risen more than 10% and in every year the s&p 500 has been up the following year for an average gain of about 15%. you compare that to all other years, the average gain is under 9% positive return, 70%, so there's a little bit of it, definitely a skew towards the positive there. >> then in terms of the best sectors because the conventional wisdom would be you want to be in small caps, something domestically oriented, does that play out in terms of the sectors, the performance? >> when you think about it, the best performing sectors over the following year are technology, telecom services and consumer discretionary, which is very domestic. as far as laggards are concerned, you have commodities related sectors, which get a lot

of exposure outside the u.s., materials/energy lag, as well as financials, which was surprising. they are the best reforming sector in the initial quarter following that up year for the dollar, but they have lagged the market in the following year. >> if you were to put on financial trade, it would be now for this quarter. >> short term fast money for the first quarter after. >> tough time to be in financials, then reacting. that's the point. the stronger dollar, why is the dollar stronger? when i think about this backdrop, makes me have high reservations, even though i know that's what people are saying. i'd be a seller ultimately if we believed the dollar's stronger because of largely risk aversion stuff. when you look at the backdrop, is there anything you think could be something different this time than what we've seen in the other periods? >> you know, there's always things that can be different. when you are looking now to your point about small caps, still relatively overvalued against the larger cap and again, rallying the dollar is partially

reflective of growth in the u.s., but not gang busters growth in the u.s. again, that could be a headwind for small caps where you wouldn't necessarily expect typically plays out may not play out with the small caps. >> all right, paul, good to see you, thanks for coming by. >> thanks for having me. >> take a look today, did turn around, had been down about 2%. >> paired its losses, iwm got up to the 121 level, sawed off since. we talked about it last night, pointed out the level a couple weeks ago. i'm sort of in the tim camp, double top now, i see it trading back down to 108. in terms of the banks, flattening yield curve doesn't work. >> time for pops and drops big movers of the day. drop for general electric down 2%. >> downgraded deutsche bank. problem with these guys, ge capital hurt them, now the energy business is hurting them. evaluation is not expensive, jeff needs to come out like a

tiger this year. >> like the tiger he is. >> do something bold. >> acquisition maybe. >> maybe something else. >> drop avon products, b.k.? >> this has been hurt certainly by emerging markets where their growth has been. that being said, we're getting back to 1994 levels. there's a lot of upside potentially in here. i would not bail out of this name right now. >> pop for aol, up 3%. tim? >> we talked about media and content plays. this is what aol is thought of, the backdrop, verizon might be making an acquisition here, verizon said we're not, we could be doing it with them and many other people, but that's why aol was rallying. >> drop for goldman sachs down 2%. >> financials have really been taking some pain. goldman sachs, one leading the charge. broke through 190, some support. i think 184 is also a level you can see some support. late in the day, jpmorgan, who

goldman sachs talked about earlier should split up or consider that idea, huge option buying the upside in there. >> unless it's unusual activity here, pete's taking a look at an apparel maker, retailer. >> guess is another name that's been slaughtered, hit to the downside, trading right on the 52 weeks or close to the 52-week lows, but today, very active buyers. january 20 calls, january 22 calls, well over the open interest, looking for that stock to maybe start bouncing and moving to the upside. >> you in this trade? >> i am. i look at the fundamentals of guess, as well. the whole story tells me this stock could start to move back up. >> fashion front, did guess jeans do anything for you? >> been wearing them since i was a kid. >> wearing them right now, in fact. webmd heading to ces, where it is trying to take advantage of the rise of digital health tracking, but with the stock trading near 52-week lows, will it be enough for investors?

we're talking to the ceo of webmd after this break.

calvin harris, love his work. >> i was going to say, that was a beautiful shot of our new home here at the nasdaq market set on the second floor. look at that. views of times square, can't get better than that. webmd venturing deeper into the tech space, it is appearing at the computer electronics show for the first time ever. joining us from las vegas, webmd ceo david schlanger, great to see you again. >> hey, really nice to be on, thanks for having me. >> got to ask you, why are you there? yes, wearables are really big these days. how are you planning on capitalizing on that trend? >> well, it's really exciting to be here. it's a really transformative time for health and you don't really have to go much further to see health has become such a popular and top-of-mind topic. transformation in health care is being driven by a lot of things.

we really think -- are fortunate at webmd that we've built the largest, most engaged audiences of consumers and physicians and really feel we can leverage those audiences and drive adoption of a lot of the technology we're seeing here at ces and really further our mission of helping people live healthier lives. >> so you want to drive adoption of the wearables in which you don't have a financial stake as opposed to vice versa. how are you going to benefit from this trend of people wanting to keep track of how many steps they are taking each day? >> well, you know, up until now a lot of the effort around the device makers has been around quantifying various activities, whether it's your sleep patterns, how much you exercise, we see the next step in that evolution really being taking that data, putting in context and really putting intelligence around it so that data can be more effective in helping people live healthier lives. that's really our mission at webmd. earlier this year we launched a health improvement program as part of our flagship app that's been downloaded 22 million times

and what's really innovative about that program is it allows people to sync various device data, whether it's activity monitors, wireless blood pressure devices, put all that data in context of a health improvement program and really turn that data into intelligence. that, again, that's what our mission is at webmd, to leverage all that technology that's going on in the ecosystem and use it to help people live healthier lives. >> i want to talk about your business and the trends we've been seeing. your stock is, essentially, flat for the past 12 months, down about 4% or so. what analysts point to, your growth in the back half of 2014 was slowing and there was a concern about momentum going into 2015. what are you seeing going into this new year? >> well, you know, we're really excited at webmd about the opportunities in health care. there's an enormous amount going on. we've been able to continue to deliver record audiences every quarter, continue to grow our engagement, and those audiences really create a very effective

platform for marketers looking to reach health care involved consumers and physicians, and as we continue to grow our audiences, that platform becomes even more effective, and the environment for our advertising partners is robust, particularly the pharmaceutical industry and being driven by new drug innovation and very robust product pipelines. again, we're excited by the opportunities at webmd and we do see, you know, the macro environment to be positive. >> very positive. your basic thesis, you build the audience and the advertisers will come, yet we did see growths slow in 2014, so in 2015, what's going to be the turn that will make the advertisers come with the growth that you're so excited about in your audience? >> well, given that we're only about four weeks away from reporting our full year 2014 results and providing guidance for 2015, i really can't talk about what we see for 2015 yet, but in a month's time when we do

put out guidance for 2015, i'd be happy to come on again and talk about how we see 2015 playing out. >> last question, dave. do you, yourself, wear any sort of tracker device and how do you use it? >> well, i do. when i exercise and i'm a very avid exerciser, i monitor my heart rate. i do not use one of the activity bands, but i monitor my heart rate regularly when i exercise. >> david, great to speak with you, thanks for your time, david schlanger joining us from ces in las vegas. let's talk about the stock, we mentioned it's flat. its growth was slowing in the back half. there was an ipo last year, stock didn't do that great. but the point is, they are growing double digits. growing faster. >> i think people want to see more robust growth here, but i have to agree with a lot of what he said, the back drop is finally booming around them, they are in the self directed self help, the stock looks interesting on the charts, somewhere around $38, but again, this is a space you wonder whether the bigger boys are going to steal market share.

this is why people want to own apple. >> you have to be comfortable with the value. i'd wait for the shorts been leaning this, they've been right for awhile now. i think 35 actually is the level. if it gets down there, i think you buy it. >> you wonder he's at ces, obviously, wearables is everything and everyone has been talking about for months and months and months, intels of the world, partnership potential out there, this is a company that could do things that could create something. talk about growth drivers for 2015, that's why he's at ces. >> it's a stretch to say is this going to be the player in the wearable area. look at nike, i'd rather buy nike as opposed to webmd. 28 for bk, that's where he buys it. programming note here, you're going to want to wake up really early tomorrow morning to check out "squawk box" new look, brand new set being put together from start to finish. the show is moving to the heart of new york city, to a brand new studio in midtown, manhattan,

not too far from where we are right now and it all kicks off tomorrow, 6:00 a.m. eastern time. they've got a lot of great guests, bill akeman, so welcome "squawk box" to the neighborhood, glad to have you. >> joe loves us. >> probably sleeping now. that was what you were going to say. still ahead, we break down why some traders are starting to think the safety trade why not be so safe. plus why elon musk has been watching and sharing "fast money" favorite cat on a roomba video on the web right after the break.

all right, bonds are rising very sharply. in fact -- hey, mike. >> hi, there. so, we saw well over two times the average daily options volume in tlt and actually put, significantly outpaced calls, the top four most active options were all puts and one of the most notable trades was the opening purchase of the january

131.5 puts, they were paying $1.50 for those, making the tlt could fall within the next two and a half weeks. i would ask people to pay attention to how much they had to pay, because tlt could easily move about a dollar and a half within one day. giving yourself two and a half days makes a lot of sense. here we are at all-time highs, i will tell you if they stay here next time in front of my screens i intend to buy some myself. >> brian kelly, you were in the tlt trade? >> i sold all my tlt today, listen, we've had a huge run in this thing, unemployment report coming out on friday, if that thing's anywhere in line, the bonds are going to come way down. >> if that opens again, tlt, 129.5 or lower tomorrow, this option trade mike talked about is going to pay in spades. yeah, it's interesting day today. >> our thanks, of course, out in austin. check out our live show, 5:30 p.m. eastern time on friday. elon musk took on the

internet with an ask me anything style interview on reddit last night. one fan asked if he's worried about the rise of artificial intelligence or if it's a bunch of hype. he responded the time frame is not immediate, but we should be concerned. there needs to be a lot more work on safety and with all due respect to the roomba dude, that is not a concern. then he posted one of "fast money" favorite videos, a cat in a shark costume on a roomba. isn't that amazing? >> that is so great. >> it's a duck. >> it's not chasing. >> the duck is chasing the roomba. >> the point being some people think this is artificial intelligence. obviously, it's a robot moving around almost mindlessly. >> where'd they get the shark suit is where i want to know. that's like the san jose shark mascot chasing a duck. >> big game. >> yeah, there's five guys watching now. >> let's -- tesla, nice turn

around today. what do you think, pete? >> you know, we were talking about this many, many times, and the option volumes in there has really been escalating once again and the volatility has been escalating again. i've agreed with these guys for a long time, if you want to play in this name in the past it was about options because they were cheap. they are no longer cheap, volatility is three times what it once was. definitely i would put in a no touch category. >> solar, solar stocks getting crushed today. continue to get crushed, even though there is really no fundamental relationship with oil. >> you have to look at this and say, is there long-term demand here, are these guys bringing residential, are they generating cash flow? when i look at sun edison, one of the reasons some of the mlps can adjust and adapt. they do need capital markets, that's the issue and if markets remain open, these trades are going to feel higher, so, yes, you buy this weakness. >> sun edson as well as turk?

>> yeah, sure. >> as far as teraform, that's probably the cleanest play on the yield. coming up on mad money tonight, if last year's biggest losers could be this year's biggest winners. all that and much more top of the hour. meantime, come right back, stay tuned.

time for the final trade. tim seymour. >> i said alibaba i wanted to buy it back, today we bounced off 100, interesting time to get into the stock. it's not going to be cheap, but they dominate their space. >> saw activity in ebay today. i think it's time to own this once again, i think it's going higher, test $60. >> earlier in the show i said i'd have one more trade on oil, and here it is, clr, this is continental resources, harold hamm is the owner of this, the one who took off all his oil hedges. >> fun show. >> fun, fun, fun. always fun. >> it's a great set, pete with

the braces last night. >> suspenders. anyway -- >> ambarella. stock traded well on a lousy tape, amba. >> i'm melissa lee, thanks is. my mission is simple, to pak you money. i'm here to level the playing field for all investors. there is 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." other people want to make friends i'm trying to make you money. my job not just to entertain you but put it in perspective. call me or tweet me. the market is in a foul mood. it is interpreting everything positive as a negative and assuming anything bad trumps the good which is why w