thank you so much for being here this afternoon. really appreciate it. we do have a big day coming up tomorrow morning. the u.s. jobs report released 8:30 a.m. eastern time. there'll be our steve liesman's exclusive interview with charlie evans. that does it for us on "closing bell." a special edition "fast money" is coming up next. tonight, a "fast money" first. all eight traders here onset throughout the hour bringing you their best ideas. our special anniversary show starts right now. >> tonight, eight years of "fast money." >> that's a major number. >> from the fiscal crisis. >> it's as tough as i've ever seen. you'd be lying not to say so. >> to dow 18,000. from the first iphone release. >> momentum in the iphone has never been better. >> to smartphones with a success. >> now it is bringing thermal imaging to iphones. >> and 3d printed dinners. >> this is amazing and it tasted great. >> this is a stroll down memory

lane. >> i want to look forward, not back ward. >> the "fast money" traders are shaking the magic eight ball and revealing eight magic trades that will be making headlines in 2015. >> this is the fed bubble that's coming unwound right here. >> if the dollar reverses, that could be a negative for the u.s. >> what fortune does the future hold for your portfolio? begins right now. >> welcome to our aieighth anniversary show. we've got all eight traders with us tonight. the four traders who have been with the show the longest. tim seymour, karen finerman, guy adami and great guests coming up. activist investor carl icahn will join us to talk energy, herbal life and more. and whether or not any more deals with ali baba could be in the works. we start with the big rally in today's market. stocks surging for a second day of gains. the dow jumping 323 points, pushing into positive territory

for the year. the s&p and the nasdaq ending higher by under 2%. hopes for more accommodative policy from the european central bank and the federal reserve helping to push the market higher. pete najarian, is this a rally you buy into? >> well, i think what you've got to understand is the stabilization of oil is really what determines a lot of what's going on right now. and because we've finally seen a little bit of that, the last couple of days, we've seen the markets calm down, the volatility index back down toward 17. and the ovx, we talked about oil and volatility, trading at 59, today underneath 51. i think why you see this broad based rally. now it's up to oil. on days where i think oil can have any sort of stabilization, those are the days where you can buy it. >> you have to be a believer in oil stabilization for you to be a believer in the market rally. >> well, you know, price as we say is not truth in the oil market. but if you think about what's happened, the exact same conversation yesterday. i think it's about the ecb. out today saying we don't need grease stabilization to continue on with the next phase of their funding. look at cac was up, talking

about france, germany, 3.6, 3.7. germany and france to me are holding the keys to the rally over here. that's why the market is better. two days ago, we couldn't find anybody on this desk that was ready to say this market was going higher. i think it's very interesting sentiment is all over the place. >> karen. >> i sort of have to agree with you. i thought oil was much more relevant. >> the driver. >> at least today when you have oil that's really practically unchanged, completely unchanged. no volatility today and the market did this. so i don't know what to make of it. i do know, though, if we do see a floor, like pete says, if we see a floor, there are some things way oversold and good things to buy. >> all of those things plus the comments, last night when said it would be catastrophic to raise rates any time soon. that got things going. i think everybody makes great points. and i think on tuesday we talked about the potential for the bond market, the tlt, which opened gap higher. we said be careful and mike did something later that night about how people were positioning

themselves for a bearish move in the bonds. that's taking place. now feels like tlt wants to push down to 125. a lot of moving parts. >> let's look forward to tomorrow. a lot of points out of retail tonight. and everybody thought lower oil would mean more money in consumers' pockets, better sales. but we got news from macy's. need to restructure, right? we got a downgrade. >> don't look at it that way. i don't think that terminology is correct at all. >> okay. >> this is -- when you have a store base as big as macy's, 844 stores or whatever it is. you know, they're talking about less than 2% of them. i don't see that as a restructuring and a meaningful way of them saying we've got a problem. i don't think that's happening. i think what has happened in the first week is that the retail space has rallied ahead of itself. >> okay. >> and so the whisper number or the hope for earnings. you've got the jc penney numbers couple of days ago has, you know, gotten a little bit of a frothiness in the market. now we have $2, i think, off macy's. >> in the afterhours session.

>> this adds on to the concerns in the department store channel. take a look at the comments made out of kate spade. higher than average discounting activity during the holidays, downgrade of kors the other day. bed, bath & beyond, weak revenues, weak comp store sales. >> but if you expect this to bleed into the consumer right away, i think you're misguided. i think it's going to take time. and when i look at the oil space going back to that, you know, people talk about the move in oil and maybe it finds a bottom at $45, maybe it's $40. look at the oil stocks, oil's down 15% from mid december. these things have started to trade higher. if we look at different parts of the market here, you have to pick the trades that are being handed to you right now. the integrated is at 20-year lows and prices to book are to be bought here. even if oil hasn't found a bottom yet. >> if you look at the retail names, comes down to what it's come down to. individuals and who's performing best. you look at the numbers, obviously jc penney's one of them. but p then you look at american eagle and aeropostal.

and you see those now are performing. you look at something like william sonoma. that has probably not one of those names that you would say, hey, lower oil, that's going to help these guys. that hit 52-week highs today. >> you mean that. >> i'm not in any of these retail names right now. >> for this special anniversary for "fast money," each of the traders selected their best trade ideas right now. b.k., brian kelly, ready with his brightest idea. >> this is one over the last couple of days have come up with some catalysts here. first of all, we had president obama talking today about reducing the mortgage insurance premiums. that will be a tail wind for the market for the housing market. next is what guy talked about g-swiz l, he gets a new name. saying it would be a catastrophe to raise interest rates at this point. i completely agree. i think the fed is in a point where they're going to have to start talking down the oil. talking down rates, or at least keeping rates level, and that will be very good for the housing market. so my pick is, then, home

construction, etf, not the xhb, but the itb, more of the construction names in there as opposed to the retail names. why do i like it? because right now, reminds me of 2011. down here, that's when the federal reserve sent a note to the treasury and to the congress saying the housing market is the most important thing for us to support. what happened over the next year? you had this major rip in 2012. then, you had a year of going nowhere. where people have placed bets, both sides of it, the things are going to fall apart if rates go up. but now we're starting to break out. you have two tail winds, and these lines are important as they say. the longer the line, the longer the time, the more important the line. i think if you have a breakout here in the itb, what you're getting, that could be the trade of 2015. >> i'm going to draw on two technicians. the longer in base, the higher in space. and also carter braxton stood at that very smart board, b.k. and said itb was ready for breakout this year. >> smart guy. >> guy?

>> no triple tops. b.k. has a chart in front of him. levels we banged up against early 2013, early 2014. the fact that we're here closed basically on the high leads me to believe that b.k.'s probably spot on. love it, by the way. >> who doesn't? this is a very special show. a lot of special surprises and looks like we have a very special guest phoning in for our eighth anniversary. mark cuban on the fast line. how are you? >> congratulations! >> thank you! and thank you for being a long time guest on the show. >> absolutely. love the show. keeps getting better and better. you made me so much money, i bought a jet. give us your top trade idea right now. >> yeah, the top trade idea is if you have to ask for ideas, don't trade. >> i just rolled my eyes in case you missed that, mark. are you going to give me an idea or what?

>> no, seriously. i literally -- i can't figure out this market. i mean, what i bought, like i still have my netflix. i don't trade a whole lot, right? and so i try to find companies that are market leaders, and i look for things that are changing, and if the story doesn't change, i stay with it, and i try to add more. and if the story changes. right now, maybe google's a short. and, you know, i know you guys have talked a lot about it, what's going on. and the reality is, when you look at google, everything that's happening in our lives gives us less reason to go to a search bar and type something in and look for it. and then when you want to start looking for things, are we really looking for the same things we used to? google has -- google is a great place to look for things that have been around for a while. but it's not a good place to look for what's happening now. and that's part of the challenge it's facing. and it's extending into other things with google now and it's

doing some cool things. but, you know, youtube doesn't have any momentum right now, google search doesn't have momentum right now, you know. twitter, actually is a better search engine. i use twitter probably ten times more as a search engine than i use google right now. i'm more looking for current things and current insights about what i'm doing now. so, you know, i think maybe things are changing for google and those are the types of changes i look for when i make a trade. >> is this a pair trade? short google, long twitter? >> no, no, no, not ready to go long twitter at all. >> all right. >> twitter has some real challenges. what's going to happen with twitter is they have a platform where they can dramatically increase revenue. but it's almost going to be like the anti-yahoo in some respects where yahoo's got a boat load of traffic but doesn't really have obvious ways to increase revenue. twitter, on the other hand, has got a stable user base, it's not growing all that rapidly.

usage isn't growing all that rapidly. but by adding video like they've done, improving their search and really focusing more on what people can do with search, they can increase their revenue, you know, almost as much as they want to. so, you know, if you see that as a trade, that's a possibility. but i don't know that that's a reason for me to just jump in and buy it. i don't -- i don't have enough time to get in there and trade every day. >> mark, let's talk about something you're passionate about, your team. he's playing, he's rejuvenated and the trade was brilliant. i know you're going to say, yes, but can you challenge in the west and can you make it to the nba finals again? >> i never make predictions, but i think we've got a squad that, you know, we've got to keep on getting better. we haven't played together enough. you know, the teams that have been hot, you know, detroit and atlanta, you know, we haven't been getting up for. so we've got to get that in us a little bit more. when we played oklahoma city, we

got it. and so i think we're still developing our identity, i guess, is what i'm saying. and as we get through that, i think we'll have a better feel. but do we have the talent to do it? absolutely. do we have the guys with the heart to do it? absolutely. the team chemistry? absolutely. now we've just got to do it. that's what teams are all about. >> thanks so much for phoning in. appreciate it. >> congratulations, guys. i love to watch the show. it's a great show. congrats on eight years. >> thank you, mark cuban. are you going to give me a "he's the man"? >> he's been watching since day one. he is the man. he's great. i love the guy. >> all right. we've got seven more of the "fast money" team's best coming up. and lionsgate's michael burns will tell us if there are more deals in the works. and someone known for giving burns a hard time. >> i just asked michael one question, which i don't think he answered before. if you think my bid is so low and inadequate, why don't you let the shareholders just tender

or not tender. why do we have to go through this charade of a vote that's not really a vote? i've seen better votes in a dictatorship. >> activist investor carl icahn joins us in a cnbc exclusive coming up. stamps.com is the best.

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♪ that's my wedding song. >> all the music tonight, by the way, from eight years ago. topping the charts. the theme here. >> of course. i was listening to that. >> we are continuing our theme with our traders, eight best ideas. and next up is dr. jay. what is it? >> well, i'm going to go with the dxj, mel. and the reason i'm going with the dxj, this is hedged. it's not a currency risk. this is straight japanese equity. take a look at where we were right around the 45 line for the dxj. it ran all the way up here, peaked out at about 58. now it's come back in here, so that's why i like getting in here, mel, at what i think is a low tick. i think we trade back up towards 58 for the dxj. so, at least for the first half of the year, this is my trade.

>> hey, john, i think japan has been an interesting trade. he's able to continue to get his way, how do you explain the price action when you look at where this thing is. it's largely flat year-over-year and they've gone on this whirlwind kind of revolutionary stimulus plan that hasn't really maxed out and given this underlying trade a lot of room to run. >> right. you've got both out there, tim, pushing as hard as they can. i think the reinforcement really helps him push this thing. with the yen falling and perhaps, again, tim, perhaps breaking 120 again, pushing even to higher highs for the dollar, lower for the yen, i think that bodes well for this trade, as well. >> all right, thanks finish dr. jay with his trade dxj. one man a frequent guest on "fast money" over the years is michael burns. he joins us now from los angeles for his first interview since rival studio sony suffered a cyber attack back in november. it's always great to see you. thanks for helping us celebrate.

>> happy anniversary. thanks for having me. >> i want to get right into it and talk about what's happened at sony. because one side effect, if you will, is the release of a lot of e-mails. and some of the e-mails concern reportedly lionsgate. had reportedly said in mid august that lionsgate executives wanted to meet the ceo of sony to toss around ideas for a merger or acquisition. then on september 6th, reportedly, you wrote to the ceo of sony as well as the president that we remain intrigued by the possibility of working together. that, of course, in the e-mails reportedly. can you comment on whether or not sony looks attractive, particularly now that it's sort of suffered this major setback and dealing with the snafu regarding "the interview" and the losses associated with that release. >> well, look, i've known dan loeb forever and i think he was trying to be helpful facilitating a conversation. we look at everything. we think whenever there's an opportunity for consolidation or

an opportunity of scale that makes sense, we look at those type of deals. and sony was no exception. it would be ridiculous for me to deny we were interested because there are e-mails now in the ether showing that we were. >> now that it has, though, suffered, you know, the losses associated with "the interview," perhaps in a weakened position, does that make it more of an attractive target. >> i think they did a great job with "the interview" taking it out, what they did. again, streaming around the globe. do i think they're vulnerable? i think it depends how their slate goes going forward. it was unfortunate that the hack took place. and i think it's bad for the industry and that e-mails are private get published. >> have you done anything to

shore up your own cyber defenses? >> you know, we pay attention to it. our i.t. department looks at everything. i would guess the world e-mails less and talks more. >> back in the fall you said you'd be looking at more alliances and joint ventures. and obviously ali baba comes to mind and the fact that mark might be will become looking to sell his 37% stake in the company to alibaba. ask you comment on how you're looking at joint ventures and alliances and whether or not a merger acquisition of sony would take jv's and alliances off the table? >> i don't think the two would be mutually exclusive. i think mark is going to do what mark is going to do. my guess is, you know, i've heard for many, many years that mark is selling his stake, selling a stake, and he hasn't. he's been a terrific backer of ours over the years, believes in content the strategy that we've had that we've been putting together. i know when i came on your show about five years ago, i think

our stock was 5.25. so what we're doing is, we're sticking to our knitting. we're doing what we do well, which is content and content distribution around the globe, and that's not going to change. >> speaking of content, "mockingjay," the last time we spoke, there were reports that the opening in china would be delayed. we're now looking at an opening february 8th. what are you anticipating? what has the studio done in china differently than what it's done in the past to make sure this movie gets a fair shake? >> well, we're excited about "mockingjay" is going to be 3d in china. that's exciting for us. we're hoping that we get a good performance there. yes, we do have a date. the last time i was on the show, i know there were grumblings about what's happening, et cetera. and yes, on february 8th. and, you know, the last time i looked, there were a lot of people in china. >> yeah, there sure are. michael, we've got to leave it there, thanks so much. for being on the show.

our special show today and thanks for being a friend of the show throughout these past eight years or so. >> thank you. you guys have been great. >> all right. michael burns, the vice chairman of lionsgate. the first time he was on the show was november 12th of '09 and the stock was at 5.25%. it's been quite a ride for him, as well. >> where pure content plays and these guys have started to trade in multiples much higher. back to the stock, though, it's followed a predictable path after the release of hunger games from 35 down to 30. you've been well rewarded for buying this level every time. >> you know, for people that are looking for a little more safety, you look toward disney. disney's more even line provider of returns. but if you want a torqued return, buy lionsgate. >> especially with china. with the 3d and the growth, why not. >> next up, let's go back over where guy is ready with his trade idea. >> yesterday was "squawk box," i think first day on their new

set. lloyd blankfein was there. yesterday really hammered home he understands not only his business but the landscape. and goldman sachs has done everything right. although i think morgan stanley has made tremendous strides. i think it's the best name in the space. we're trading at levels, we're holding these 190 levels, back above the levels we last saw in 2011. i think we're going to push up to the highs we saw in late 2007 that 240 level. yes, it's expensive, yes, they deserve it. >> what do you think, dan? >> no, i agree with guy. best of breed throughout the financial crisis. put on the show like guy just mentioned, 200 is the massive, massive level, there's no overhead resistance above that. still ahead carl icahn, no stranger to this show. >> if you've got a ball player out there playing on your team

and he's not that good no matter, you can pay the guy $20 million it's the same thing. >> somebody needs to do the job, though. -- >> how do i incentivize you? >> because i love what i do. i'm not getting rich, but i happen to enjoy it. >> if guy is any richer than before in a few on this special eighth anniversary show.

♪

i don't know what that song is. >> let dan choose his on song. not good. >> welcome back. it is dan nathan's turn over at the smart board. >> yeah, it's twitter. earlier today, i bought it about 37 1/2. it actually had a big run today. but a lot of the excitement in 2015 so far is talking about activists and takeover and a lot of different sort of rumors here. that's unfounded. my take very simply is this, as a public company with a $25 billion market cap juxtaposed to facebook's acquisition for $22 billion, twitter is a unique social media property and possibly a messaging application. i think there's massive scarcity value that's not being appreciated in the current price. i think google should buy these guys, no social media strategy, no messaging strategy, and they lack a certain realtime search strategy right now. so to me, this kind of fits a lot of things that google should be using their $65 billion in

cash for. >> if google buys twitter, that would be upside. if an activist somehow stirs things up at all, that could be upside. what's the downside? >> well, the downside is this is a company that continues not to are grow fast enough. scale is important. and social media is grabbing the advertising world, but can they compete in scale? i'm not sure they can, though i tend to agree with the trade. >> i think the downside is if none of those three things happen. so you have to ask yourself, are you comfortable holding this name? and that's the key. 35 mid range in the 30s. i think you buy with both hands. you're looking for a pop above 40. now, to get to 50, you need one of those. >> you know, i like it. i'm long it. and dan's one of the first people to get me into this. he's the one that said it's unique property. again, they have to do one thing right. that's it. and i think a lot of the bad stuff is already priced into it. >> trademarked. i think it's hysterical.

still ahead, pete najarian's gearing up to make his way over for his best trade idea. plus, a love affair between icahn and karen finerman. >> carl, it's karen finerman, let me ask you something -- >> how you doing, karen? >> i'm doing okay. >> i hear you don't love me as much anymore. >> it's true. >> i'm trying again. >> you're a multibillionaire, you know you could do anything you want. i don't know if i remember you being more active, than, i don't know how many deals you've got going on right now. what motivates you? >> that's a good question. maybe we can have a drink and you can tell me. >> oh. excellent. i'm all for it. >> the man, the icon himself right after the break. attentio! vectorvest mobile is here and it's free! make faster, smarter, better trading decisions with vectorvest mobile. the most powerful app or managing your portfolio from the palm of your hand.

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welcome back to "fast money" today, we are celebrating our eighth anniversary. here we are ringing the "closing bell" with the nasdaq earlier. now, still ahead, we've got four more of the best trade ideas from pete najarian, steve grasso and tim seymour. stick around for that.

but first, after a huge selloff over the past month, energy stocks are bouncing back, powering the market rally. and one billionaire investor has been along for the whole ride. joining us now in an exclusive interview. our frequent guests over the last eight years, carl icahn chairman of icahn enterprises. carl, great to speak with you. >> yeah, good to talk to you, melissa. >> thanks so much for helping us celebrate. and thanks for being a friend of the show for so long. >> congratulations, congratulations, long time. >> i want to talk to you about what's going on in the energy sector. rig was down 60% in 2014. you're the third largest sthar shoulder. shareholder. what do you expect to happen to the dividend? and would you consider this, maybe trapped in a value track right now. >> look, i could talk generally, on the border i have a with those on the board. we have our representatives on the board.

so i really can't talk about anything, especially with the windows closed. but just generally. i think there's too much inventory obviously. and, you know, and consumption has come down in the world. so i think the oil actually will probably go lower. and, you know, i'm not happy about that. but i think, though, it will give great opportunities in the future. and because i think in a few years, because of the depletion around the world of 4%, and oil consumption will go up around the world if not in the united states, which stays about even, i think that oil will come back. i think there'll be some great opportunities, especially in the service areas. but right now, you know, i can't tell you even though i own large

positions in them they're going to go up. i think, in fact, they're going to go lower. that's my opinion in general. >> so you think there will be value in the coming months, years or so. >> you're not looking right now. now is not the time to be -- is it? >> i would say this. i'm not saying the next months, i think there will be tremendous opportunities in them. i'm looking forward to possibly getting involved at that time. but right now is extremely questionable. and there's just too much inventory. you know, and, you know, something from left field could come in. there's too much production and too much inventory. i don't see oil itself going up. obviously the service companies get sold on that.

that's my opinion for what it's worth generally. >> well, a lot of people value your opinion, carl, and i'm curious also as to whether or not you think there could be value in the shale plays. because those have gotten beaten down tremendously. and if you think oil is stabilizing, then perhaps they would have the most upside. >> i agree with you some of the -- there are some shale plays that have very interesting. others, i think, where, you know, valued on the basis of se $80 or $90 wti. and, you know, a lot of speculators went in and i don't know their item, i'm talking very generally, some of the shale plays will be great. others may not. and you have to know what you're doing there. and you have to be a very astute -- not only investor, but a company that really knows how to do the shale. i think you have to, it's not a

simple thing when you're doing that shale and you're producing against the rest of the world. and i think that wasn't realized until a lot of speculators came into it. but i do think certain shale producers are greatly undervalued, but they may go lower, you know. that's the real issue. >> hey, carl. it's karen. before i ask you a question, i want to thank you very much for calling in and thanks for all the ideas and actually the entertaining factor, as well, that you've provided for us. so thank you very much. but specifically, one i wanted to get to, which i have owned for a while, and i know you've recently taken a stake. and i wonder, this merger of a food services business and the crane business has obviously not produced what they hoped it would. is there anything that management could tell you that would make you think maybe these two businesses staying together is really a good idea.

>> well, i don't know. we're going to be talking to them. and we're going to be speaking with them. and actually having dinner with the ceo. and we'll certainly talk about it. you read my 13d, you know my feelings at this time. but obviously we always have to have an open mind. but, you know, right now as we've said that we sort of believe they should be separated. >> i agree. for whatever that's worth, you can tell them. >> carl, real quick -- >> okay. i'll -- hey, karen, i'll give them your message. >> thank you. appreciate that. >> carl, in the world we live in now with money as cheap as it is, is there any stock too big for an activist to be involved in? >> oh, yeah, i mean, some of the very large stocks today, an activist, you know, you could

peripherally talk to them and get your points across. and i think interestingly, you know, they do listen. and i think the world's changed. and you do get your points across, and i, you know, and we've certainly had some good results. ebay is splitting and i hope they listen. actually, i do believe that when we push for that buyback at apple, it had some effect. and i don't think anybody would deny that. so you can't do that. but, you know, some of these companies, i think, they're being very well run. others we don't, you know. >> right. >> apple is my favorite stock. and i, you know, we did great with it, and i think tim cook's doing a great job. and i think apple is still very -- >> is it still -- is it still, though, the no-brainer that it was when you first said it was a no-brainer. >> it's funny, but i think it is. hey, look, doesn't mean it's not going to go up and down. but i do think it's a no-brainer

because i think it's almost better than it was when we talk about it in certain ways. i think, you know, you know the way the iphone 6 worked, the watch is coming out, we hope will be good. but you have to remember that what's amazing about apple is you're really buying it. we think at nine times earnings. you know, because we take credit. a lot of analysts say, well, $150 billion doesn't count. it's more than that now. and that sort of -- my way of thinking is it's sort of insane. if you have $170 billion, doesn't it count? i like to think anyone -- so if you have money, i guess they say, well, you're not investing it at the moment. it doesn't mean anything. i mean, a lot of analysts look at it that way. >> sure. >> if you look at this company and you subtract the cash from it, you go it at nine times earnings and you're in a company that's -- in the greatest growth industry in the world certainly

part of an oligopoly if not a monopoly. talking about it for a long time. we bought a little more. and i just think in the industry they're in, it's extremely, extremely difficult to compete with them. and they're going to take more and more market share because they're a great ecosystem. you got me going on it. i don't want to -- >> but the bottom line -- you still think it's a no-brainer and you bought a little bit more? >> well, i'm not going to say when i bought it. we bought it three months ago, three, four months ago. but, you know, we certainly have a great, very large division. by far our largest position. and, so, you know. >> i want to switch gears, carl, and talk to you about twitter. obviously those rumors. scott wapner has talked to you about the rumors since then. i'm wondering what your take of

dick kaslo is. what do you think is going on at this company? because this stock has been not trading well. >> you know, i really don't know. i -- you know, and i don't like to talk about something you only look at peripherally. i talk about companies, i believe that maybe it's my obsessive personality. but i believe you talk about companies that you have a feel on or you're going to be activist in, and so therefore i'm not going to comment on twitter. i'm not involved in it. and i certainly not right the guy to talk about it. >> so if you don't even want to comment peripherally on companies you're not going to get involved in, can we assume this is not even on your radar? that twitter is just -- it's nowhere near -- >> i mean, look in two or three weeks you change your mind don't think i'm changing my mind, i want to caveat it. i get angry with people.

we do twitter and get involved with it and it's a great concept. i have no real feeling about it. >> carl, we're going to leave it there. thank you so much for phoning in. thanks for your friendship to the show for the past eight years. >> congratulations again on your anniversary. >> thank you. >> thank you, carl. >> carl icahn. >> so long. legendary activist investor. i mean, a lot of interesting things. >> that's really been the drag there. do you agree with him? >> no, and i think he's brilliant, so this is not john smarter than carl at all. those are stocks that i bought. i bought rig, mid continent refiners. so i'm a believer in this space

right here at this level, mel, for it to outperform going forward. has over the past two days. that doesn't make a year. but i think it does outperform. >> you know, apple's interesting to me because he still says it's a no brainer. here's the thing, a lot of the cash overseas. and let me tell you another thing, and he knows this better than anybody, there hasn't been a hardware company on the planet that hasn't traded at earnings multiple for most of their life. that's why it does. commoditized products. at some point, if they don't get these hits, they're going to have cash overseas, levering it up. and to me, i don't think it's a no-brainer anymore. >> just quickly on rigg. i'm curious. he couldn't speak because he was sort of tied. but -- the dividend could be in danger. and that meeting is coming up in february. >> well, quickly, i think the price action tells you everything you need to know. rig closes lower. >> the yield on the stock tells you. no chances of 18.4% yielder.

>> right. >> it tells you a cut is in there. >> the pain is still to come. let's continue with tonight's theme showcasing the trader's best ideas. next up, pete najarian. pit boss. >> yeah, american express. i like what they're doing. it's about loan growth, growth with the earnings, cash flow, everything seems to be working right right now. in an economy that everybody says is improving. i think it's improving, as well. this had a great run into 2014, flat in '14. i think 2015, this takes off. >> who likes axp? >> i like axp. it's a great, great franchise. it's tremendous management team, it's not the cheapest, but it's not expensive. so -- >> and they return a lot of money to shareholders and they have a commitment to do that, karen. that's what goldman cited yesterday with the upgrade. i like it, too. >> and we've still got three more traders, best ideas later in the show, right after the break, karen finerman heads over to the smart board, gives us her best idea right now. more "fast money" straight ahead.

it is karen's turn to give her top trade idea. and she's made her way over to

the smart board. what is it? >> here's something we've talked about a number of times. and that is sun edison. we have a look at the 6-month chart. no, we don't. american express, but the chart actually goes that way. down. and here's the reason. oil. oil has really been the major factor effects sun edison, and that's wrong. i know in the short-term to medium term, it'll move with oil. the solars do even though everyone says they have nothing to do with each other. you can buy some edison right here. at the same time, their backlog has built quite a bit. and they have that yield, you have a financing arm, a huge backlog, you have a management team that is really focused on delivering shareholder value, and you get to buy it with oil right here at 48, 49, and if oil moves up or even just stays the same. on that alone, sun edison will move up. plus, you have all of the

underlying business that's improving. it's a pretty simple story, sun edison. >> and it's interesting, we've seen all of these stocks get battered. only 5% of energy worldwide has anything to do with crude oil. there's no fundamental relationship. but there is a trading relationship here. >> yeah, and i'm long the stock, too. and i would say, same thing, you can see it is actually flat since oil's down 15%. i love the name. still ahead, only two big ideas left. steve grasso takes his turn at the smart board when we come back. stay tuned. when you run a business, you can't settle for slow. that's why i always choose the fastest intern. the fastest printer. the fastest lunch. turkey club. the fastest pencil sharpener. the fastest elevator. the fastest speed dial. the fastest office plant. so why wouldn't i choose the fastest wifi? i would. switch to comcast business and get the fastest wifi with the most coverage. comcast busine

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welcome back to "fast money." i'm morgan brennan with some breaking news. remember that $975 million check that harold hamm cut for his former wife? the one that she reportedly rejected? well, a source close to the case tells cnbc she has now cashed that $975 million check. we've reached out to her attorneys. no comment back from them yet. but we have also confirmed that a hearing that had been scheduled for tomorrow has now been canceled. keep in mind, harold hamm, one of the fathers of onshore

hydraulic fracking here in the u.s., worth $18 billion, his personal networth according to forbes magazine, worth closer to $8 million, that continental resources shares have fallen 59% on the back of plunging crude oil prices in the last six months. so, again, that $975 million check, we're hearing it has been cashed by harold hamm's wife. back to you and happy anniversary. >> thanks, morgan. let's get over to steve grasso. >> it's best buy. they have upgrade cycles in televisions across the board. smartware, fit bits. you have the upgrade cycle in apple iphone, right? you have also gopros being sold. let's look at the chart. this is the level you're honing in on right here. the company was ran pretty well right here, looks like anybody could've ran it right there. it's easy to look back and say it was a great-looking stock when things were running smoothly. this is where the stock got hit. where we bottomed here. no uh, here is the crucial time.

this is where many guys in this sector think the stock goes to the all-time highs. >> all right. tim seymour's best trade idea plus your first move tomorrow when you come back. stay tuned.

time for our eighth and final best trade idea. tim seymour? >> yeah. brazil is structurally turning around slowly. the peak of the market. looking at the ewz. something you start to buy. the market top tier, but the currency starting to selloff here. currency's hit an all-time low. market's at a level here. budget cuts priced in china, i think commodities probably bottom in the second half of the year. therefore, brazil can start to rally. it's a structural trade, a long-term trade, i'm talking 6 to 9 months. >> you like ewz. thanks for that. to help us celebrate our eighth anniversary, we thought we'd have a special toast and for that, we had to bring in kevin austin. ken -- >> great to be back. >> welcome to the show. >> tip your bartender, everyone. >> what are we drinking here? >> the best tequila for the best crew ever. >> aww. >> thank you for supporting. >> and you're selling a lot of these bottles.

>> absolutely. >> thank you. and thank you out there. thanks for watching our special eighth anniversary show. thanks for helping us make it to eight years. and the first time we've had the eight traders on during the past hour. an historic my mission is simple to make you money. i'm here to level the playing field for all investors. there is always homework in summer, 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 friends, i want to make you money. my job isn't just to entertain but to educate and make you money. call me or tweet me at jim cramer. this show is not just about picking stocks but when you should pick stocks and buy them. it's not about saying here,