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tv   Fast Money  CNBC  February 4, 2015 5:00pm-6:01pm EST

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tomorrow. appreciate it. fast fast coming up in a few seconds with melissa lee and the gang. >> all the after hours action and everybody's focused on underarmor right now. but we have the ceo of a small cap sports equipment company that is up 62% in the past 12 months. >> got to hear this. over to you guys. >> fast famoney starts right no. a lot of breaking earnings news in the last hour. the yum stock is up after taco bell performed well for the fast food company we'll bring you the latest on yum, green mown an and underarmor. and we'll debate it and show you the extreme lifestyle. we start off with the top story, crude has moved more than 7% three of the last four sessions.
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oil volatility up more than 5% today. a number of people calling the bottom in earlier this week. and it fell today nearly 9%. >> tim had a great call on monday looks like it is stabilized and it bounced. rallied from the time he talked about it late last week until now. and my thesis is i still don't think it as bottomed at all. it lends itself to thinking it is going to go lower still. canadian pmi is not good. the economy is continuing to slow down. oil needs to go down. what is interesting. but look at tesoro tso on a lousy oil market, all time high today. at some point, not yet, it is going to come home to roost for the refiners but not quite yet. and gasoline should be cheaper than it is at the pump right now. >> your positing that the move to the upside was a short
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covering rally, does this prove it? >> certainly. absolutely. today we had the talk of brokers raising margins. down 9% is overdone too. the oil market and the u.s. equity market right now are untradeable. up 9 or 10%. you get news out of greece and europe and all over the place and you are up 10 or 20 points. i haven't done a lot. the one thing i would say is look at canada. we have had several people talking about let's take texas, it's not all oil. but canada is probably in recession right now. we had a below 50 pmi. so when you look at canada, and you compare that to texas, this is what's going to happen here. so anybody who continues to say this is a tax cut, this is great, just look to canada. >> we've had oil move 50% down. it bounces 10 to 15% is not so
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out of whack. so you're never going to be able to pick the absolute bottom. if you want to have energy exposure and i do and i want to have it grow because i think it will go up. you have to close your eyes to the move. if the xle is the way you want to go, a little bit of a diversification that will give you up side i think you can do something like that. it feels better to buy it when it is up but it's cheaper today. >> closing your eyes is a tough strategy especially when you are talking about risk assets that declined 50% and moving the way it is. it is a short covering rally from thursday morning in crude oil but it's when this goes back to 44, where it was thursday morning it's going to feel worse than it did on thursday. i'm telling you that right now. so some of the price action you are seeing right now is kind of dangerous. it hasn't resonated with
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equities. energy and commodity, yes. the crude dropped 3%. at some point if this does not stabilize what you were talking about with the rally, you were talking about stabilization if it goes back down, we could see the panic we saw in the last two weeks. >> i think -- to think that one can pick the bottom really seems like a stretch to me. if one wanted energy exposure, would you wait for that time that you think it's the bottom? >> here's the analogy i would make to you. this could be early 2008 in the bank stocks. if you closed you eyes and you bought the stocks you were down 0% by the end of the final crisis. i'm not picking a bottom. i don't know where it bottoms. for the viewers who are looking at pros and getting a sense for where there's value i don't think you can close your eyes and think about value. let's look at shares of yum. they are moving higher in
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afterhour session on earnings. >> they are up despite earnings because yum is a china story and china wasn't as bad as predicted. same store sales in china fell 15% but many predicted over 19%. but margins fell from half a year ago. adjusted eps was a nickel shy of what the street projected. but the new ceo promised what the company said in december that earnings per share will grow 10% this year. but that recovery won't really happen in china until the second half of thor yoochlt as for taco bell, the biggest player in the u.s. with mobile ordering and breakfast sales, growth was better than expected with margins over 20%. finally pizza hut, the relaunch has not gone as well as expected
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and same store sales were flat. >> china is much of the yum story about a half or one-third of sales. taco bell is the sixth largest restaurant chain in the united states and some say that is the growth vehicle and that's what they should spin out. >> to me, which could happen. we have seen it before. to me the reason the stock is rallying it's the china comps. down 16% sounds horrible. the street was look for down 17% and the whisper number was worse. the quarter to me was not fantastic. slight reference beat, big eps miss. if you get a break in this. timmy did this thing in behind the trade, i think he nailed it. but if you get a bounce tomorrow, take your profits. >> let's not break your arm participating yourself on the back. this is garbage. this long-time ceo and they have
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a replacement here, they had their analyst meeting in december and guided down for q4 and reiterate second half guidance. this stock is a sale. it's down in the morning because you're telling me they can guide to -- i'm talking about book here. >> some people might say this new ceo is setting the barlow. >> he reiterated guidance and said they will have 10% eps growth. china is falling apart. they just overnight they just eased a little bit. we saw the numbers at a whim. i don't know how they can say second half is going to be better. >> yes or no it's a piece of crap? >> i'm with dan on that. you see that double down dog they have now? it's a fried chicken with a hot dog in the middle. >> that sounds disgusting. >> don't knock it until you try it. >> piece of crap or not? >> i go with not piece of crap if those are the only two
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choices. >> what about the guidance is crap? >> in terms of the buy back i don't know they can move the needle that much with a buy back. that's a lot of shares. maybe they'll do it. i don't know. but to me it's no man's land. it's a great company. i love the business model of franchisee but it ain't cheap and it's not -- >> executing. >> exactly. >> shares of green mountain falling. missing estimates on the top and bottom lines. mark riddick joins us on the fast line. great to have you with us. >> good to be here. what is the biggest problem in the quarter? >> very definitely sales. and the holiday season for brewer sales did not go as well as the company was expecting or we were expecting. the primary culprit and the ceo, brian kelly touched on this right away, that the primary issue was more on the mini-as
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well as the vue. so they were about 600,000 units lower than they were expecting on the shipments of those particular products. it wasn't necessarily the 2.0, if you will. now the 2.0 issue is there because quite frankly the growth of that did not replace what was lost with the mini which had a recall in the quarter. they talked about the transition of the k cups to the 2.0 it didn't go as smoothly as they would have liked to. as well as the communication with consumers as to any consumer confusion between 1.0 and 2.0 which had an impact on the quarter as well. those are the things they touched on right away on the quarter. >> they are not executing -- if i'm reading this correctly they are not executing on the core
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product, and they have the cold brewer rolling out in the fall. is there a reason to believe they will execute on that? >> i think the execution is just primarily around the recall of the mini was a problem and the holiday season did not go well. the execution as far as the basic k cups they have to communicate what the benefit is. the customer ratings improved as the communication became more clear. but when it first came out there was enough confusion that it delayed a bit of the upswing of moving over to 2.0. and that's a communication issue they have to do with consumers to see the value equation of the 2.0 platform going forward. that's the key focus over the next few months and something they have to do an extremely good job of for the cold platform in the fall. >> thanks, marc. sounds like they have a lot
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ahead of them in terms of their communication in terms of the core product and the new product. two days ago you said green mountain was your final trade. >> stabilized in 120. wrong. but now, remember, so a year ago, basically a year ago today within a day or two is when coca-cola said taking a stake in gmcr. now we are at levels we saw in july. you wonder do they come back to the table? my sense is that put is still in place. was the quarter lousy? yes, but they have an ace in the hole to be played. >> i don't think you try to catch this at all. maybe coke comes in but not at higher prices. they have a real problem here. you roll out a new product and nobody wants it. that's an issue. you shouldn't roll out other products. i stay away from this. >> underarmor announcing a new
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acquisition in the last hour. go pro dropping ahead of the earnings report tomorrow. we'll debate whether this pull back is a buy. and guy does his own go pro research and documents his own extreme lifestyle. stay tuned. you have to see this.
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. shares of go pro falling 5% ahead of tomorrow's fourth quarter earnings report. the stock has dropped 20% so far this year. our next guest says there could be upside ahead but there could be more volatility. brad erickson, great to have you with us. this is a stock that is volatile to say the least. and the equivalent of its full float today is going to be unleashed on the markets. is this a reason to buy the stock ahead of that? >> that is the reason we are at a sector perform rating. we ran sell through checks of the past few weeks and found extremely strong follow through and inventory levels not fully replenished late in january which we took as a good sign and pointing to march quarter
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upside. we called for a trading call up opportunity potentially in the low 60s in the near term. but a with the february 17th lockup, 17 million shares coming unlocked we expect substantial volatility over the next month or so. >> the lock up expiration is going to cause more volatility and downward pressure on the stocks. in terms of the hero sales does that change the mix shift to the lower margin and impact the margins and sales if for quarter? >> it could. frankly in our channel work throughout the quarter we found mix to be very, very strong. we thing the low end, the hd, 129 camera that recently came out in q4 probably didn't sell as well as anticipated which could help but we saw a strong mix throughout the quarter and we think that could potentially lead to revenue and gross profit
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upside in the quarter. >> it's karen. a lot of times we see a lot of sell the rumor buy the news when you have a big print or government getting out of gm, things like that. is there any sign that is what we could be seeing here in go pro? >> potentially. we have seen that as early as last quarter. you know, our view is that you are likely to see substantial upside to the march quarter which is the forward quarter guidance so not viewing this as that kind of a scenario in this case. >> thank you very much. and brad prefers amberella. you said with the lock up expiration, that is 76 million shares, by the way. >> i don't buy the story or the media aspect of it. i think it's going to be a low-end device at the end of the day. there was a verizon commercial
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that showed a mountain iphone on a surf board. there is going to be competition but q4 might have been as good as it gets. it is a seasonal product that works well with skiing and we're almost done with skiing. >> before we continue to trade we sent you out. we wanted to see what our ironman could do with a go pro camera. guy had a go pro for the day so we can get a glimpse into his extreme lifestyle and see how the camera can be used. take a look. ♪ ♪
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♪ ♪ >> all right, so now what -- now that you have done your own research -- >> we see me skiing and on the water. >> that's not you. that's obviously not you. >> i thought it was an exciting life. playing the piano and fixing beds. dan and bk have had this thing spot on. i thought it would rally to 100 and in october it peaked out and since that apple announcement in
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january when they said they are working on a camera, the stock has been awful. i like the story and still think they can make it a content company but i have been dead wrong so long now you sisthave wait and sea. >> this package is very funny. but not everybody has a reason to own a go pro. >> what do you mean? what are you trying to say? >> not enough to strap a go pro on your head. if go pro wants to be a content channel i'm not watching that. >> did you see me play the piano? >> i'm not watching that. >> i've thought about go pro the only reason you buy that if you think nick woodman is a steve jobs type character where he can turn this into a content company. otherwise it's a camera you put on a surf board. but if you think he is a person to turn it into a disney.
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look what he did with the nhl, that could be game changing. if you believe that the stock is going higher regardless of the lock up. we have breaking news on netflix. let's get the story. >> sources say that netflix is planning to launch and expand in japan in fall of 2015. that's this fall. this isn't a big surprise. we knew that japan would be coming soon. but the head of content saying that japan would be a very interesting scale play. netflix pushing to be entirely global and accessible everywhere in the world by the end of 2016. we're awaiting the official announcement from netflix which could come as early as today. >> thanks for. that netflix by the way, this has been a monster performer since the 12th of january it is up by about 40% or so. >> that is astounding. >> we liked it in earnings.
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i thought it would stop at 405 and blew through 405. now what? this news, i think that's been in the stock. people have talked about that. i don't think it's a big deal. i think at 450 it was down today. no man's land. i think it's got to take out 500 to make the next move. otherwise you get a weird chart formation and a number of variables that lead me to believe 405 again. >> i have never seen a $27 billion market cap that grows into that valuation. this may be as good as it gets. i said this the last time it was up here. i would have said it on january 12th. but if you are thinking more than just the trade in the intermediate term it doesn't happen this way. >> we have the undercover sports play that is locking in 65%
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gains. we'll tell you what it is, next.
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. welcome back to "fast money." ubs is facing a regulatory probe
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into whether or not it helped americans evade taxes. this according to a report from dow jones citing sources familiar. federal investors have launched a probe into whether ubs helped americans evade taxes because of bearer bonds. it allows anyone to anonymously claim the indication, coupons or value of the security. a lot were banned in the '80s in the u.s. because of their means to facilitate money laundering. ubs spokespeople and justice department spokespeople declined comment to dow jones as a result of the story but it's the u.s. attorneys office in brooklyn is weighing evidence to determine whether the bank and its employees helped u.s. citizens evade taxes through the use of bearer bonds and bearer instruments.
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another interesting story involving ubs and possible tax evasion. a big dale for the retail space. a tale of two stories, ralph lauren missing estimates; the stock falling 17%. and kohl's boosted earnings guidance, koels reports results on february 26th. what do you make of this? >> ralph lauren was fascinating. this is a premier name and a great company that has done an extraordinary job growing business. and i started by saying this is overdone. you start looking and operating margins are coming a lot and they expect operating margins to come in even more. altogether, 450 basis points or so. which is gigantic. so this selloff is not out of whack. that is an enormous move in their margins. it makes you wonder.
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either they are sandbagging in which case it is good to own right here. or something is off there. so i think you have to wait just a little by even though it's a great name, it should always trade at a premier multiple. but i would wait just a little. everybody is going to come out on the street saying what happened? >> inventories were also up. >> 9%. >> yeah. >> this stock now, you are trading at 2012 levels. 18% is a ridiculous move. >> for a company with no debt. >> we started to move lower before. that i'm in karen's camp here. premier entity, yes. but no one-day events. >> if it has no debt could be the the target of a private equity. >> it's pretty big. >> disney hitting an all time high after a monster beat on the top and bottom lines. but dan nathan has a contrary
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vision on the mouse house. take a listen. >> disney is showing a lot of volatility of late, if you have lots of gains in this thing this is one i would take profits in and look at an entry in 70. >> 92 half put spread for $1.50. i like that risk/reward. look at how quickly this stock dropped in the afternoon. this is the setup that some of these need a reset. disney could have it next week. >> now what, dan? >> here's the thing, that was clearly wrong. the stock is expensive. it's at post-crisis highs here. there's nothing to pick at with that quarter. i expect the numbers to come up. it's expected to be a deceleration for this quarter. i don't think you chase it up $8.
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look at the level at 96.5. that is an epic and beautiful breakout. if the stock comes back to 96, 97, that's you buy point. >> i want to get an update from brian kelly. he pounded the table and set a $100 price target and disney traded up to 97. it did hit within moments of the opening bell today. >> you know, and we discussed this when i thought about that in my head it sounded smarter. >> but everybody is like yes, 100. >> but i think we're entering this phase in disney where everything is -- they're firing on all cylinders and we get this p parabolic move higher. but i would be selling a third of my position on the way up because i'm not sure it can get much better than this. so i would let it go. >> coming up, the speciality
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sports trade behind ice hockey, lacrosse and baseball, the name, the company, after the break. biotechs hit today but big money pouring to the space. we're breaking down the trades straight ahead. tomorrow on "fast money." >> you pounded the table on twitter. >> this is a stock that people are buying for growth. >> they announced video and group messaging, these are the sort of functionality a lot of users want. >> twitter is the largest news room in the world. >> it was not disastrous, just not good enough. >> live earnings and trades following twitter's earnings report.
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still ahead on "fast money," under armour announcing its earnings. and we have an undercover sports play. and biotech taking a hit on gilead earnings. and twitter's earnings tomorrow. we've got an earnings alert on under armour. let's go to courty reagan. >> under armour beating the street on the top and bottom
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lines on revenue of $495 million. under armour with its 19th straight quarter of net revenue growth. and they bought my fitness pal. and indomoto. it's part of the strategy to create the world's largest digital health and fitness community. and kevin plank has spent a lot of time explaining why he thinks it's important to offer more than just apparel and shoes when it comes to fitness but the shoes contributed to the strong quarter. revenues up 59% and while international news contributed about 9% to total right now we are in the early days of the international expansion and it's impressive. 123% revenue growth for the quarter year overyear. the margins did take a hit from the international sales strength, sliding from a year ago. remember we have the strong dollar now.
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>> those acquisitions are they apps or hardware? >> it's an app and fitness platform. it helps you count your calories and fitness activities. >> thanks for that. if you ran investor do you want to hear under armour doing that? >> i think it's a smart move. >> everybody and their brother is in that space. >> it's the apple move where they are developing the ecosystem. now you have the fitness app and you can sell foot pods and heart straps that add on and connect to this and get them sucked into the ecosystem. >> didn't nike have a fuel band? what happened to it? >> they didn't have an app to have it all connected. >> didn't they? >> i don't think this is the story. it's footwear. they hired a nike vet and this is the next leg of the story. this stock rallied from 65. if you see this stock back in the mid-60s i think it's a buy.
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i think it's setting up for an epic break out like we saw in disney. >> i don't think you need it that low, though. the international growth and everything they talked about is why it deserves a 60 multiple. but the potential for growth for these guys, kevin plank when he started with a public company i asked him a question, he got mad. should you be the ceo? he said absolutely. he has proven to be unbelievable. >> to an another name in sports shares. a performance group up 65% in the past 52 weeks even though it gave up ground today. it's a major player in hockey, lacrosse and baseball. kevin davis is the ceo of performance sports group and joins us here on set. what is driving the expansion in hockey? as quickly as it has expanded, it went from 35% in '07 to seven
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years later to 54%. a lot of analysts say there is more room to expand here. >> i agree with them. what we did was organize our company by category which is not unique but a little bit different from sporting goods companies. we have teams that focus on every category. skates, sticks, helmets, protective driving for growth. that's why our share growth is total hockey but all of our categories have grown. >> is the total addressable market growing or are you stealing share? >> it used to be over the last five or six years it was market share that we were taking. and now it is combined with growth in the market. we have been able to get price as we bring innovation into the sport. we have fantastic products in every category and we are seeing more players join it as a really fun sport. >> i really like this story. but one of the more bearish
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points is the balance sheet. you have a fair amount of debt. an lvo dna how comfortable are you that you can control your balance sheet. >> very comfortable. we bought easton at about five times and ended at 3.6 times at these levels of interest of cost it's achievable. we have a strong cash flow company. we have working capital increases and inventory to support our growth we throw out cash to use for growth and pay down debt. >> any plans for a capital return with that free cash flow? >> if we run out of things to acquire or things of that nature, sure. >> in five years, still independent. >> i hope so. >> not going to sell?
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>> not my call but not in our plans either. >> thank you for being here. >> you have been in this stock how long? >> they are canadian and did a u.s. offering and been in it since then. i really like it. i love the acquisitions they do, the market share. i think there is room to run. >> the acquisition of easton baseball, a lot of analysts are saying the expansion in hockey is a road map for baseball as well. >> without question. i'm a huge hockey fan. i think it's great. you look at january 14th, that was an excellent quarter. a 5 cent beat and revenue beat. karen knows the stock better than me but i like the story a lot. time for pops and drops. the wynn resort is down 6%. >> this is kind of expected. the selloff in the stock is a bit curious to me. i don't think anyone was expecting big results.
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it look like that is a stock you can trade off of right here. the news is out in the near term. >> pop, whirlpool up 7%. >> this is a monster stock all year. earnings is the reason for this pop here. if you got 7% here, this since october has been up double. so i would take my profits on this. >> pop, gm up 5%. >> a rising tide for the automakers but they did a superb job. a huge beat. part of that is the very high margin trucks selling very well. with oil down that is a tremendous tail wind for them. they have their arms around both the costs of the ignition switch -- tragedy. and the perception of it i think that it's a contained issue for them. so sadly, i sold it lower than here. >> big pop for sony. >> the wall street journal heard on the street positive.
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i can't believe i'm saying this, up 11% today. this stock feels like it might be breaking out to the upside. there are huge currency risks and moving parts here but as long as it stays above 25, this stock has room up to the low 30s. 21st century fox earnings alert. >> fox lowering its 2015 guidance, lowering its earnings projections growth to the lower end of the mid single digit percentage range. that is down from prior projections of the single digit range. and citing two issues, foreign currency as well as broadcast advertising. a short fall there. kerry saying that the challenge is the network's entertainment programming but he believes that the entertainment programming has turned the corner with new management. he talked about digital and whether they would be going over the top direct to consumer.
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they are pursuing all options but they don't have announcements to make just yet. >> brian kelly? >> i think you get out of this. when this stock was up right after the announcement because they upped their dividend by 20%. that seems they don't have the ability to grow. and they are talking about currency head winds. i would take my profits in this one. coming up, biotech stocks taking a hit today. we have all the details after this break. stay tuned. [ male announcer ] at northrop grumman,
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take a look at the move in gilead down 8% on the earnings port dragging down the biotech with it. but despite the beat down, biotech is one of the best performers for investors this year. so we are looking at biotech ets with meg turall. they are all different because of what they hold. >> sometimes they don't want to
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choose one or two stocks you can get into an etf. as biotech has been outperforming so much, credit suisse has started to see how many generals were coming to this space. that is a mark of how well the industry is doing. i remember when it wasn't doing well thinking when are the generalists coming back. now they have. so we're looking at the ibbs. xbi, the spider. and they are all different. but if you combine them together we saw $225 million flowing to the top three. and this week we will see it be different and a little bit worse because of what is happening with gilead. but year to date, biotech has had the second largest inflows of any industry it tracks. it shows you how well biotech is continuing to perform in 2015. the ibb tracks the nasdaq
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biotech index. its top ten are the large-cap like biogen and amgen. and the xbi has opko and nps which was just acquired. and the fbt you have mid to large-cap names. biogen and gilead are in their top tens. you can get creatives with these etfs. you can get into ones that just invest in clinical stage companies and ones with products on the market. >> you have been an investor in all three. >> yes. >> why? >> i don't have the stomach to wake up to a failed phase three
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trial and have a stock down "x" percent and we like the idea of continued consolidation in the biotech industry. big pharma has to go somewhere. this is the pipeline for them. we have them all. today was just a pain delivery mechanism for all three of them today. but they have been good for a long time. i like all three. >> the gilead quarter gave people reason to sell the entire space it feels like to me. robin from deutsche bank has $125 price target on gilead. the quarter is great it's a question whether you believe competition is going to cut into their margins. i think gilead is a great story. we saw this before january, the stock went from 100 and change down to 88. it's a volatile stock. >> you buy it here? >> yeah. >> merck is coming on the market. >> and we've has those rumors
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and news before in terms of this stock. it's still cheap on valuation. i think the whole space is under siege right now. >> 97 going to 100? >> i think -- it's pretty good chances. >> meg, thank you. we have a news alert on harley-davidson. >> so we have a c suite change. matt levatiz is going to assume the role of president and ceo of harley-davidson because the current ceo and chief is going to retire effective may 1st. harley-davidson says that he has been elected to the board of directors. he becomes ceo and joins the board and the lead independent director is going to assume the role of chairman effective that time as well. a change at the helm in the c suite and the chairman side of things for harley-davidson.
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levatich was seen as the heir apparent so it is what some were already expecting. >> this is stock that looks like it has gone basically nowhere. >> yeah, it has and you'll have to see what the ceo does. but this is a stock i don't want to be in. i'm in the camp that the economy is decelerating. >> we do these packages and leave the footage on the floor. i had some -- i had some ten minutes worth of my harley with my go pro on my head. i can't believe they didn't use it. >> coming up. twitter getting set to report earnings tomorrow. we have all the details right after this break.
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[people gasping] objection your honor. sustained. with the x1 dvr library you could take anywhere, xfinity is perfect for people on the go. ♪ ♪ show you what it feels like now i'm on the outside ♪ >> twitter may have found a floor ahead of earnings tomorrow. >> very interesting bet on a day that call volume outnumbered
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puts two to one. january 2016, 30 third and 3 puts and sold open 2500 of the january 2017. that's who year out, 38 puts and they did that 2500 times and here's the deal. they sold them for eight bucks. if the stock is at 38 or lower on january 2017 expiration that trader is obligated to buy 250,000 shares at 38. but here's the deal they would be buying them at 30. when you look at the chart, here's the chart since the ipo. 30 is the all time low. the stock ipoed at 28. on average over the last fourth quarters it has moved 15%. it is up more than 11% on the year. it is butting up against the 200
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day moving average. i've collared the stock. just to kind of protect myself into this earnings event i'm nervous about what they report. my view is longer term. i want to protect against the near term. >> check out our live show at 5:30 p.m. eastern time on friday. tdd# 1-800-345-2550 [ male announcer ] your love for trading never stops,
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time for the final trade. >> if you are on twitter you may want to consider protection. >> at the top of the show i talked about canada and how they could be in a recession i'm going to book end it and sell ewc. >> karen finerman? >> i like sun. at some point they will decouple i like them. >> guy adami. >> extreme lifestyle. did you see my piano playing. >> you are self taught. >> self taught and i'm going to learn some more songs.
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i have a queen diddy coming up today. >> gold corp. holding 24 and ready to break out as is gold. >> i'm melissa lee thanks for watching. see you tomorrow at 5:00 for more fast. >> my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends, i'm just trying to make you a little money. my job is not just to entertain you but to teach you and put it all in perspective. call me at 1-800-743-cnbc or tweet me @jimcramer. this market, this market is like watching the movie "scar face." it'sle

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