thanks so much. my thanks to the panel as well. "fast money" coming up in just a few moments with melissa lee and the gang. what's on top? >> solar stocks surged today on the premise of a proposal that perhaps obama would extend the investment tax credits. we're going to go with a top analyst, see what he thinks about the proposal and what it could mean for the solar stocks. >> and you're dressed appropriately. >> "fast money" starts right now. i'm melissa lee. tim, steve, karen, and guy are your traders. oil closing at a one-month high today. energy names helping the broader market rally. is it time to buy oil stocks? breaking in just the last hour, three different companies, stratus is warning about 2015 earnings. that news bringing down the rest of the sector. are the 3-d stocks dead money now? twitter struggling today ahead of thursday's big quarterly report. find out the new feature one analyst says could win over investors. we start off with that energy move. oil is up now more than 11% in the last three trading days

alone. that is the biggest three-day gain since july of 2012. do you start buying energy names right now? guy, what do you say? >> i don't think so. >> no? >> friday, i thought we had an explanation for it. and you had to sell off any after-market and a bit of a selloff last night and today. the bounceback was interesting. but it doesn't feel like it's the bottom to me. i know a lot of the energy names reported. i know a lot of the energy names rallied. but i still feel further downside is ahead. >> karen? >> i did buy a bit more. bought some april calls. bought some more of the same april '12 calls. who know where is the bottom is? i feel really dumb if this were it within the last week or so. so we've been -- i have definitely not picked the bottom. average down and it got lower and lower. averaging up a little bit as well. >> on friday, you had been saying that perhaps we're seeing the bottom in oil. in fact, today, we had disappointing numbers out of china. we had disappointing ism numbers and yet oil is still down.

does that give you more credence that perhaps we have seen a bottoming process going on? >> i think so. it does not have to be a huge balance. the question is are we getting a bottoming? and anyone else we've had on, many of them have pointed to the end of the first quarter as being a place where they had just come off for a lot. the producers, that that was where you might start to see a pullback. we rallied on friday. one of the catalysts was the rig count numbers were as severe or in other words pulled back as much as they had since '87, at least on a week over week basis. that meant they're cutting supplies. so what do you do here? if anything, i would be selling oil off. however you want to do that. whether that's selling upside or whether it means you're actually buying i think deep out of the money, i think this is a place where we have a rally that has some legs. but how would i do it? i'd probably play the integrateds, because i think most of them are the most offensive. if you listen to every one of them, they are doing things that at least show that they're going to be continuing to defend their

dividends. >> are the cap ex announcements that we've seen from a lot of the oil companies, royal dutch shell, chevron, said you know what, we're not going to give guidance for the year, we're going to wait for the march analyst meeting. sort of an acknowledgement that they can't really make that forecast right now with the oil situation. >> the first thing is you have to look at what has been performing in a bad market for the crude space. and you've heard me say it before, the refiners. exxon mobil down 3% year to date. valero up 9%, 10% year to date. i would still stay with the refiners. i don't think this is done. you're going to get inventory numbers. it's going to show a huge glut this week. i think it's going lower. >> i think a question. timmy, if you were to see oil not go down and just be flat, do you think the oil related companies go up? >> yes. absolutely. because people are wondering where the bottom is. so then the next place to extrapolate is the oil-producing countries, so i get asked about russia all the time. i think with the absence of

those political risks but just a pure economic one, you'd be buying one. >> don't you think that -- sorry, guy. don't you think it's a product of just global gdp? we went from 110 to the mid 40s. so yes, you're due for a bounce here, and kudos to tim. he called the pseudo floor in crude last week. but i think it still goes lower. >> taking the volatility, i think tim makes an interesting point. trying to shortly the volatility. but exxon mobil, for example, we mentioned if you look since july, a series of lower lows, higher highs. maybe you look for a breakout of above 92. i think you'll continue to see a series of lower lows, higher highs. >> we should note that solar also rose. we've got an analyst to give us his top picks coming up. meantime, a news alert on delta. sue is here with the details.

>> on a day when we've seen massive flight cancellations and delays because of the snowstorm in new york and boston and up and down the east coast, delta is now saying that passengers have not been able to check into their flights because of a malfunction with the company's website, mobile app and airport kiosks, and a lot of passengers are complaining on twitter. delta is trying to remedy the situation. but the atlanta-based carrier is not immediately saying how widespread that outage is. but it kind of adds a little bit more misery to a very difficult travel day for a lot of passengers. you can see delta on an otherwise up day, down just a fraction. back to you. >> all right, thanks for that. wow. what a headache for delta. my first reaction was i wonder what's behind this, when you get a multi-platform outage, seems a little suspicious. >> it does. if we just tie it back into crude, delta has those hedges, so you would think in theory that this is one that has curbs

on it. so you're playing it sort of in the middle. not your real risk reward to play delta with these higher hedges on it. so whatever was benefiting from lower oil, you have to think that that trade is going to reverse. >> so if you were long on airlines, you would take that all? >> i think you have to hedge. >> what's interesting, what do airlines do now as oil goes higher. a lot of people said that was the environment they showed the most discipline. but the airlines the last two weeks, even before oil did much profiting the last couple days, were struggling. i think it looks interesting. >> let's talk twitter here. 5% so far this year, but could earnings thursday derail twitter's gains? it's time to take your position. in terms of the timeline, i mean, how is that going to impact monthly active users in this earnings report?

>> twitter has been rolling out new user features, including the instant timeline. it's part of a broader push to make the initial experience more of a valuable experience. you automatically get content and when you show up as a new user to twitter historically you haven't. this is a mechanism the company can use to engage new users more quickly and growth in the monthly active user metric is the most watched metric for investors right now. so it's a way for the company to cater to that need to try to give investors more growth and users that they're looking for. >> are they worried about losing use flers the beginning because people just don't know thousand use twitter?rs in the beginning people just don't know thousand use twitter? people who may not know how to embrace the platform? >> well, there's always that dynamic and that's exactly what the instant time liline is tryi to help them get through. you get somebody who comes on, uses the service for one or two

days and there's not a lot of engaging content there, so they end up not coming back the next month, so they're not counted in the monthly user count. twitter is still very early on in developing itself for a platform and media property instantly engaging for users. at their analyst's day a few days ago, they announced a whole bunch of product changes that they plan on implementing over the coming months. they've been pretty much ahead of schedule in letting all of those come out since the analyst day. so we're pretty encouraged by the pace of execution so far. >> with the drop of the prices, how much of a difference can anthony make in this quarter and going forward? did he move the needle for twitter? >> i think he's a great manager, a lot of credibility with investors and i think that he'll be very good for the company.

i also think that twitter has a really good management team. i think the board has recently expressed confidence in that management team. i think anthony is going to be a great addition. he's already, you know, showing us a lot in terms of execution and energy. >> all right, michael, we're going to leave it there. thank you for your time. >> thank you. >> michael graham. you know, twitter is one of these names, just when the calendar turned, it came hot out of the gates. and then it fizzled. what do you think, steve? >> this could be really interesting to see if these maus disappoint again, if we've hit the bottom in expectations. if sentiment is so low, if they're not really caring about that, they're looking forward, that they're balancing from that and worried about ad dollars. automatic maus. i think that's going to be a huge event when you see this stock not get hit again on lack of mau production. >> they're going to have the best revenue growth of the

entire group. probably close to 100%. i know the maus are very important. let's look at what they're doing in terms of montaging their business. i think it's very important and good. they don't have to be as big as facebook. they won't have that scale. but the company is executing. i think the expectations are terribly low. >> how do you divorce that fundamental story from what the stock price has been doing? >> remember, facebook a couple years ago -- >> exactly like that. it feels like facebook. i forget what it was. two, three years ago when facebook had the huge move to the downside. everybody was crushing management there. and then the stock had one quarter where it turned everything around. >> this could be the quarter? >> could be. if it's not this one, we're close to having that situation. i think it might be this one, though. >> got a news alert on united technologies. morgan brennan's got the details. >> dow component united technologies is announcing it will raise its quarterly dividend by 8.5% to 64 cents a share. that dividend will be payable on march 10th. trading about unchanged.

back to you. >> thanks for that. utx in a defense complex? >> defense space, better plays. this sort of defends, sort of a hybrid. >> rallying today, but down for the year. individual names that could break out, coming up. and apple's big bond deal is nearly $180 billion in cash. find out why the tech giant is packing the market. stay tuned.

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objection your honor. sustained. with the x1 dvr library you could take anywhere, xfinity is perfect for people on the go. stratus is falling hard after a warning. >> plunging in the after hours, this is after the 3-d printer maker issued both a 2014 and 2015 earnings warning, saying operating expenses will increase. that stock is currently trading down 27, almost 28% in the after hours. also competitor 3-d systems falling in sympathy. that stock is down about 9% in the afterhours as well. back to you. >> thanks a lot. just reading through the press release, it seems like the division of the company which is more the consumer part of 3-d printing yun ining unit says th really where stratus was, coming off what should be the strongest quarter of the year, the holiday

season. >> it's lousy. so now you ask, is this a capitulation bottom and is at a level where you can trade it from. now i think february of 2013, if i'm not mistaken. so if we hold right here, and right here is basically $58, you're going to have a monster volume day. a lot of the shorts are probably going to cover, take profits. maybe it's worth a look. you're getting into the deep end of the pool here. >> what's interesting is that hp is going to have their own line of printers. also, does this differentiate the others that are more industrial focused? >> somewhat of hp's focus as well, to be more industrial. for stratus, i think it's going to be huge volume. i would let it shake out for a little while. i don't think it's going to -- you're not going to see a v shape correction here. i think you have a little bit of time, if it's something you want to dabble in. >> even with today's rally, the s&p still down 2% this year, but he says they're set to break out no matter what. let's bring in the chief market technician carter worth.

what do you see on the s&p chart? >> got to love that no matter what part. here's what's going on. i use the word "lifeless" here to describe the s&p, but really it's what i would call a high beta low variance moment. for the last month, we've had these swings more than 1%, day after day after day. the high beta. but no variance. we're making no progress. neither improving, nor frankly deteriorating. so we've built ourselves into this sort of wedge. and in principle, you get a big inflection point out of this kind of thing. what's ominous about why and where this is occurring is the fact that this sideways action is occurring -- we bounced literally seven times perfectly off of this trend line. except for the ebola breach, and now all of this stall is happening right on the line. to us, it looks like it's lost its vigor and it's going to start to come apart. but you can always find something to buy and find something to sell. here are two. take a look at the similarity. in blackstone and ingersol.

big up trend. big consolidation. just now starting to break out here at the 37 level. we like blackstone a lot. we think it goes to 42. it's the exact same setup for ingersoll. a strong asset, but consolidates and rests, ie gets cheaper. the value is outed, we think this is going to go to 75. >> so blackstone and ingersoll. carter, you know we love you, but on january 5th, you said there was one stock that was definitely going to break out this year. take a listen. >> home builders. >> here's the thing. down today half as much of the market, over the past month, the market down 3%. home builders up 3%. relative strength matters. and then the pattern. a well-defined double bottom. you also can draw it this way. but either way, we think this is a big outperformer. absolute and relative in 2015.

>> it's down 2% since it started the year. >> in line with the market. what we do like about it is how certain component parts -- for instance, you've got things like lenar unchanged. things like toll up on the year. dr horton. basically the marquee names are acting quite a bit better than the market. we stick with the idea. >> i've gotten beat up. it's definitely not flat on the year. down 25%. i'm still in there. i've actually thought about adding more because it's starting to form a base here. so i do agree with carter. i think you can see some growth in that area going forward, and we still have a lot more green left in the year. >> if you like the home builders and you've been so badly burned by kb homes, why wouldn't you add to something that's more like a basket -- >> i think kb homes has gotten so atrocious, it's been the poster child for when guys want to sell -- the home builders, they sell kb homes and they go for the weak one. it's the wounded gazelle at the watering hole.

everyone feels like it's got a limp. >> that's who you want to go with. >> when i look at the home builders, i like to find the places where i think there's some value. i think this is a place where there's a smaller cap, a place where these guys are showing growth and numbers have been good year over year, but the bar is not terribly high. i think the whole space is interesting. i also agree with steve, though. i think some of these guys have been unduly thrown out with the water. >> you ever see what happens to those wounded gazelles? >> docrocodiles? i'm thighi ithinking hyenas. >> i've seen this in "lion king." >> blackstone. >> go back to their quarter on january 20th. i think it's trading on all-time highs. we've talked about blackstone for a long time. i'm with carter on this one. he said 42. i'm with cbw. >> carter, thank you.

coming up next, apple boosting the size of its bond deal after wildly successful offerings in the past two years. details next. later, although oil bouncing back, kim takes a look at the u.s. companies that could be hurt the worst. stay tuned. want more "fast money"? now you can catch full episodes any time -- >> anywhere. >> on your mobile device. any time. >> and i do mean everywhere. >> just go to cnbc.com/livetv to watch "fast money" on your smart phone, tablet, or laptop. watch live, or get up to speed with the latest full episodes, all with one simple click. with market advice this good, you can't afford to miss a single trade. get your ticket to "fast money" -- >> everywhere! >> at cnbc.com/livetv.

missy elliott, right? >> oh, stop it, guy. >> they totally said that in your ear. you had no idea who that was. america, don't listen to guy. >> straight up, buddy.

>> apple kicking off the top trades tonight. increased its offering to 6.5 billion later in the day. today's offering marking the third since 2013. the company is selling bonds that mature in five to 30 years. and karen, they are also selling at a premium in terms of yield to u.s. treasuries, which is the key. >> yes. i mean, you ask why does apple do this? because they can. that's why. because they pay so little to have the money, and then if you tax it, they pay 60% of so little, so at this rate, why not do it, gives them lots of flexibility, which they already have. but, you know, markets can change very quickly. maybe you won't see this kind of environment again. absolutely, they should do it. >> and maybe this helps them increase their dividend when the shareholder meeting takes place. >> maybe. i mean, a lot of that money is overseas, so they can't do anything with it. if you can take advantage of the debt markets, why not, to karen's point? next up, semiconductor,

several names including qualcomm and intel getting a new boost after reports that global semi sales rose 10% to a record $335.8 billion in 2013, with numbers growing in all regions for the first time since 2010. >> in north america, it was particularly strong. and logic is one of the largest segments there. but memory was showing the largest growth. this is a case where people like micron have seen some very, very good days for their stock. we've also seen stocks from 34 down to 28. but the guidance wasn't that great. and the margins were not so good. so i think intel is the place to go here. this is a stock down trading 33 to change. best combination of multiple, very aggressive dividend in a company that's diversified itself and i think is in the mobile game in a very big way again. >> we've gotten a couple data points saying the memory area of the market is not very good. sandisk got clobbered because the consumer aspect, consumer part of their business was weak.

>> they got clobbered also because two weeks prior to them making that announcement, they said basically everything is okay. qualcomm to me, nothing that you just said manifested itself from the quarter we saw from qualcomm. obviously a big bounce today. maybe you saw the flux at $62 on 48 million shares worth of volume a couple days ago. but it faked me out. now, it has to prove itself. get back above 70 before we even start talking about it. >> plus you have samsung flooding the market with these products, too. so that's the competition. that's what micron trades off of. and both those pricing charts looks horrendous. so if you're going to take a flier out on it, don't go all in on this. because what makes up micron right now is decreasing in price, the commodititized pricing is being hit extremely hard. >> at the same time, would you -- i mean, is intel still a buy here? >> i think it is here. i think it's going to be very defensive in this environment and i think they've shown that they're a name into the different types of chip market that they were not in. the mobile space is getting very

good. but this is like a gdp number. i would much rather be listening to companies tell me what they're doing. this is such a stale number. it's great, but we knew it. coming up next, why germany will not allow greece to leave the european union and what it means for your european investments, next. plus, find out what president obama said today that sent the solar stocks soaring to new heights. back in two.

i love my shows, sit around all day. that's why i have xfinity. their cloud based dvr lets me take everything i recorded, anywhere i go. which is perfect for me, [whispering] because i have responsibilities. ...i mean that's really interesting, then how do you explain these photos?! [people gasping] objection your honor. sustained. with the x1 dvr library you could take anywhere, xfinity is perfect for people on the go.

still ahead on "fast money," greece isn't going anywhere. someone who says germany won't let greece leave the european union. find out why and why you should invest there. oil rebounding on news out of d.c. helping push those shares higher. we've got a top solar analyst here to give you his number one pick. and a big bullish bet on disney ahead of earnings tomorrow. we'll break down that trade coming up. but first, a news alert on radio shack. morgan brennan has the details. >> the new york stock exchange is suspending trading immediately for radio shack. commencing the d listing process for that stock now. keep in mind, the stock exchange has issued several warnings to radio shack in light of the fact

that its market cap is now below $50 million. we've seen that stock tumble the past year alone. also on heels of reports that the company could be going into bankruptcy as soon as next month. >> thanks for that. is there a play sort of like when the home space consolida consolidated? would best buy, for instance, be -- what? this was your pick. >> i'm stumped. i'll pass. people are going to best buy and buying things they want. they're buying iphones, home theater systems. they actually install these things in your house. they do the white glove service for you. this is something that people need. if you go into radio shack, other than a radio controlled car these days, i'm not really sure -- i'm not really sure what they would have. i think it's two totally

different things. >> but i know where you're going with this. >> like the linens and things. >> ultimately a place where radio shack passes a fair amount of business to best buy. best buy on its own, i'm with steve. it's a company that's shown it's no longer a showroom. valuation. >> radio shack is here because there is no business. >> right. >> no viable business. i don't think it changes. >> i'm going to miss the shack. >> no, you're not. >> maybe you're the only person. >> get the eight track tape. >> you know, all that. >> i don't know what that was. >> the drama overseas heating up this weekend. take a look at these images from madrid where hundreds of fans filled the stands in anti-austerity protest. the country has become addicted to loans and it's time to go cold turkey. joining us now, good to see you.

>> good to be here. i think i had pete carroll choosing the path to be here. two closed bridges and a leaky canoe to get here tonight. >> we're glad you survived a leaky canoe. dennis, why won't germany let greece go at this point? >> germany can't let greece go. germany is an export country. it needs to have a euro that is basically weak on balance. it knows that if it let greece go, the euro would skyrocket. if it let greece go, portugal would leave, not too soon thereafter. spain would follow, the same thing. the euro would get so strong, the rump euro would be so strong. and germany's export businesses would suffer dramatically. so whether -- nobody wants to think of it in these terms, but germany needs a weak country such as greece and other weak countries such as spain and portugal to keep the euro going lower so their export businesses will continue to thrive. it's that simple. they cannot let them go.

they'll get them right to the 11th hour. saying we won't let you have any change in the program, but at the very end they will and they'll keep greece and the euro. >> doesn't that make you want to buy europe? it does to me. and i see also significant advantage over european stocks. the u.s. earnings season was everything you needed to know to say the momentum was also in europe. it's also a lot cheaper. so restructuring is not redoing greek debt. that's very good. are people missing this? >> i think people are missing that. i think owning european shares is a greater and easier leap to make than wanting to be bullish of the euro. i don't think you want to be bullish of the euro at all. i think a bearish euro is very strong and supportive of a strong european stock market. so i'm with you on this. i think european stocks can outperform u.s. stocks for the next several months. i think people will be surprised by that fact. >> i want to switch gears. do you think we are witnessing out a bottoming out process in

oil? >> i think that process is starting, yes. i really do. and you can start to see it in the manner in which the stocks on the market are turning around. i'll be very blunt and say i'll turn bullish of crude oil -- and people have heard me say this too many times. when the term structure changes. when the front months begin to gain upon the back months. they actually did it one or two days last week. but on balance, the term structure continues to widen. until you can see the term structure begin to narrow, until they come in for a week or two, you have to stay away. but as i've said before, is the time for being short upon us? no. the time for being short of oil is past. the time for being long is in front of us. and we are i think in the process of trying very hard to make the bottom improve, yes. >> so assuming the equities market anticipate moves in the commodity market, is it time to be long equities in anticipation of this bottoming out in oil? >> the only person i'd trade for is my own account, my own

retirement account. i have a small position in one of the large american oil companies. a punt, as it were, on an attempt to find a bottom. am i actively involved? is it a large position? no. is it an incipient position? yes. it's working right now. if it continues, i'll buy a little more. i'm trying to punt from the long side, but it's a very tenuous position. >> all right, dennis, thank you. good to see you. >> thanks. >> everything you discussed leads me back to gold and themi day. had a great move since early january. i think gdx continues to go higher. >> i still think germany is going to continue to perform. if you're worried about the currency, if you want to buy it outright, buy bmw, buy honda. these are names that are going to do very well with the weak

euro. >> are you inquiries about investing overseas? >> europe actually outperformed the s&p. today you see the s&p have this huge range day, flirt with that 200-day moving average. trading down to 1980. i think the next couple of days, crucial for the s&p. i think we go much lower here. >> let's get under a radar for a look at what tim seymour is watching here in the u.s. as the venezuela price gets worse. >> there's a number of multi-nationals. they've been talking about it for the last couple years. this is no major surprise. not just the earnings hit, but also the asset. the official exchange rate is 6.13. there's another tier, and that's for companies that are essentially operating in a government exchange environment like food and medicine and things that the government can sanction. but if you're doing business

outside of that, you're actually operating at a much different exchange rate. some level two is 12.3. but it's more likely 50. and that's what the government will recognize. the president of venezuela said we're going to probably devalue yet again. there's a lot of companies that haven't really marketed their balance sheets and there are major losses in venezuela for big u.s. companies. so gm's got a billion and a half of exposure. ford has already written stuff down, although think there's a part of their business that can expand. we've heard it from procter & gamble. we've heard about companies whose business is affected. compani the companies who haven't really marked their balance sheet and assets to the current exchange rate, which in the black market is 150, is something you should be worried about and watch. >> in terms of the trades here, which companies are most at risk? companies that you mentioned? >> i think it's the auto companies. i think colgate.

you want to look for the consumer companies and then the industrial companies. >> time now for pops and drops. big movers. united rental up 3%. >> it was a nice pop. a horrible run in the last i don't know week or so since earnings that i thought were actually pretty good. >> big drop for pitney bowes. >> this is day one of that three-day rule. it's got to hold that 21 mark. they have to look into 2016. see if it holds the $21 level. >> drop for lululemon. >> the founder resigned from the board today. this stock has had a huge rally. i think people are looking for a reason to sell it. jp morgan has a $75 price target. i think it might actually get there. those are the highest we saw a couple years ago. >> drop for shake shack down 4%. >> steve wolf down about 40

burgers. so you get to a place where you have a relief selloff. it's not surprising to me that there's better value in the fast-food space. >> and a drop for miss congeniality. on friday, beauty pageant in brazil turned into tiara flying cat fight. the winner of the beauty contest was basking in her victory when an angry runner-up grabbed her crown and threw it to the ground. the runner-up, a model and biology student claimed that money talks and the winner had bought her title. >> nice shot there. >> like, i got it. >> obama helping pump up solars with the details of his new budget. should you get onboard? that's next. plus, a media name that saw nearly two times the average volumes on this trade. find out what that is next. [ male announcer ] at northrop grumman,

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missy elliott. i have all her stuff. >> come clean. >> she performed last night with katy perry, who was great. >> naturals rattling lower. morgan brennan's got the story. >> falling after the oil company posted a big fourth quarter miss on weaker than expected earnings. this on the back of plummeting oil prices, and despite a 6% increase in output. on the flip side, cliff's natural resources, that's moving higher in the afterhours. this is after the mining company, which produces iron oher, reported better than expected fourth quarter revenue. that stock is actually popping, up about 10.5% in extended trading. >> thanks, morgan brennan. down 27% or so since the month of august. time to -- what do you think? >> basically in the after market, it's given up what it made today. so not a big deal, right? it's not a huge one from 110 down to levels we're seeing now.

it's market cap $42 billion. i would own -- just given what's going on in the space, it's not out of the realm of pocket that one of these giant guys -- you know, it's an interesting company. it's crazy because it would be north of a $50 billion deal. it's not out of the realm of possibility. i think if it holds basically $80, it's worth it. >> you think there's an appetite because all these companies are cutting cap ex? >> yes. i do. because this might be the one opportunity that a couple of these guys and gals get to look at a company like this. >> the industry's biggest names. sun power, trina solar surging today. a number of factors behind them, president obama calling for permanently extending the solar tax credit. china is planning to boost the solar power capacity. oil climbing to its highest level in nearly a month. let's bring in the senior analyst. good to have you with us. this is a sector that's been beaten down. so the width of having the

investment tax credits extended is tremendous. what does that do to the total addressable market in 2017? because it would go from -- right now, as it currently stands, it would go from 30% to 10% starting in 2017. so if that goes to 30%, what does that do to the market in 2017? >> the irony is that solars are economic without this 30% tax credit. even without that, we have long-term growth in the sector across the u.s. and across the globe. so really what you're adding to is the returns for project investors. and i think when you look at the politics on this, we don't know how this is going to shake out over two years with this budget. but i think you have companies like solar city and others that have cheaper capital that can compete more effectively in a 10% itc environment that are quietly hoping that we don't see this extended, so they can run the table on this industry. it's a very, very interesting time for the politics. >> so are you going out and telling investors that it would be better for the industry, for the stocks you cover if president obama did not extend the itc?

>> well, we've seen historically that more government involvement and financing has slowed the market down. and so any sort of change i think is a negative because you have to kind of adjust to the new policy. so as we go forward, you have better returns with the 30% tax credit, a system that's already in place, so that lack of change i think does boost overall growth and the profit margins for everybody across the industry. but in terms of, you know, focus and consolidation, i wouldn't mind seeing this go to a 10% tax credit and seeing big players get very big here over the next five to ten years. >> so it seems to me the odds are actually against that extension happening. so let's say it's off the table. hypothetically say it's off the table. i look at what's happened to terra power, which has gone up quite a bit. kind of treading water, sort of. do you think -- do you cover both? and if you were to look at one versus the other, how would you -- >> you know, we don't cover

either name. >> the dynamic is similar across the industry, where you have a develop company exiting its projects with a yield co, and so what they're doing is getting the best of both worlds. we're looking for similar structure for two companies that we are covering, to come clean and say what they're going to do with their assets that are in the development queue. so they're able to monetize those things. so to see those assets added into the growth trajectory is a big deal for that firm. that's what we're looking at with all these yield companies. artificially low capital because they're promising 2x growth over the next several years and that's really hard to do from a developing company standpoint. >> what is your top pick right now, and do we need to see oil prices stabilize in order for this group in your pick to move higher? >> the truth of the matter is solar is really a comp to natural gas. our top pick right now is

enphase. we think they're fully isolated. over the longer term, i think just for all of this entire group to work, we need commodity prices to stabilize. i think right now, we're seeing long-term trajectories on natural gas. this group is going to work. below, even in places like northern germany, and that there is real long-term growth here. but for the stocks to work, we need to see the complex stabilized. >> got to leave it there. thank you so much. karen, are you in this also? >> i am not. i agree with you. energy, or oil, should have nothing to do with it. but it does. >> it just does. >> that's the way the world sees it, for at least the short term. over the intermediate term. but i like it. i think there's great growth ahead of sunedison. >> the announcement by the chinese government that they're

going to increase their installed capacity, 43% over last year. i'd be a little more skeptical here. this is something that they promised much bigger numbers. it's great for a pop. i own trina solar. it's not a huge position and it shouldn't be because the stock is all over the map. i do think it shows one thing. they are going to protect their solar industry. it's very important to be self-sufficient in term of the energy front and i think this is a place you can make money and some of these guys are. trina is making money. coming up next, disney gearing up to report earnings tomorrow after the besm some tra -- bell. find out which direction they're betting on after the break. ree! make faster, smarter, better trading decisions with vectorvest mobile. the most powerful app or managing your portfolio from the palm of your hand. only vectorvest mobile analyzes, ranks and graphs... ...over 16,000 stocks worldwide, everyday,... ...and gives you clear buy, sell, hold recommendations... ...on every stock; anytime, anywhere. vectorvest mobile comes free with your vectorvest trial. get it now! visit vectorvest.com/mobile to get started

some traders are betting today that results could be magic. mike coe has tonight's options action. >> disney traded about two times the average daily call volume today. one of the more interesting trades was a purchase of the march 13th 92.5 call spread. spent about $2.10 on each of those options and sold two of the 95s against it for $1.05. so basically they spent no money

to put this on, probably against an already long stock position. basically what a trade like this does is it will juice those returns. essentially theye 92.5. above 97.5, the profits will trail off. issue, though, that would be an all-time high for disney. so it looks like they're betting to the upside without taking any incremental downside list. >> you like disney or down disney? >> i like it a lot. media companies have taking a little bit of a hit. i think people have been concerned about the valuations. but with theme parks growing, lucas pipeline, a big frozen fan. >> love it. >> i like it. the val but it's a name i stand in earnest. >> cinderella is coming down the pack. they just have a knack of owning the calendar. they create these master franchises. and i don't see it stopping in 2015. i'd still be a buyer up here. >> cinderella.

>> george is doing "tomorrowland." it's amazing. >> thank you, mike coe. i want to tease "options action." our live show 5:30 p.m. friday. something positive brewing for me to stick around? >> you would think in this environment, this should be hesre fire eye really flourislor and it hasn't been able to do so. i'm not saying that it cannot bounce a couple days in a row. but for the mere fact that this stock cannot spike higher in light of all the world's events right now makes me a little weary. >> this is for guy. why isn't priceline getting any love? >> goldman sachs took it off the conviction buy list in the middle of december. a couple other analysts since then initiate neutral downgrade the stock. i think you've got to wait for these guys to report on february 19th before you get any clarity. a thousand dollars has been

support. but i think you're in no man's land right here. >> tim. >> yes. >> ambassador. >> hi. >> is the rsx, the russia etf, is it a buy here? >> if you think oil is bottoming, russia's going to bounce. if you think it's going to rally back to 65, it's going to bounce probably. could go to 18, 19 in short order. the ruble has pulled back from 71. the downgrade from s&p. wait before you get concerned. would i speculate in here? yes, i would. short-term. very short. >> stay tuned. [ male announcer ] at northrop grumman,

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call or come in today for a free one-on-one review. time for the final trade. let's go around the horn. tim. >> eem, trade this to 41. >> 386. >> wow, nice. apple frees up a lot more cash for dividends. i'd stay in it. i'm in it. >> chairwoman. >> yes, we touched on it before. uri, overdone to the downside. an entirely u.s. company. i understand there's some energy exposure, but not enough for this move. >> did you watch the super bowl? yes or no. >> what do you think? >> no. >> disappointing.

>> green mountain coffee roasters, a lot of negativity the last couple weeks. stabilized at 120. gmcr i think bounces from here. >> i read about the super bowl, though. thanks for watching. see you tomorrow at 5:00 for more "fast." "mad money" starts right now. . my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" start now! hey, i'm cramer, welcome to "mad money." welcome to cramerica. another people want to make friends, i'm trying to make money. my job is not to entertain you, to teach you. call me. of course, tweet me@jim skramer. got to ask this. did we finally break the pattern of more sellers and buyers? did today break the cycle of pain? is the dow