slow money. >> they would go watch "seinfeld". >> this toss is going to be itself. thanks for being here. "fast money" is coming up in just a few seconds. with melissa lee and the game. what's on tap? >> solar earnings, kelly, after the bell. they're moving right now. >> slow it down. over to you. >> "fast money" starts right now. live from the nasdaq narcotic site overlooking new york city's time square, i'm melissa lee. pete najarian, dan nathan, guy adami. here's what's coming up. refinery fire in california pressuring exxon. we'll tell you the impact on gas prices, retail and refiner socks. and solar city and sun edison stocks getting smacked. you can see on the reports, we have the details. from the nasdaq, getting closer to the key 5,000 mark. last time it was around these levels, was year 2000. we've got the three next generation tech plays that could power the index higher. we start off with a developing story on the refinery fire.

exxon stock closing down 2%, while other fires like de soro closed higher. exxon, we should note, a laggart compared to its peers, especially on the back of the news yesterday we got from the filings that warren buffett dumped his stake. >> it's clearly part of it. the buffett announcement is putting pressure on exxonmobil. that and the fact it really hasn't moved the last couple months, vacillating between 8 1k39 92. i think the trade is tessoro trading $87-ish prior to. we said it would be a buy and effectively that's what's happened. obviously this news today not good, but good for tessoro. that and the fact the earnings were fine, not good enough given the huge run it had. now i think tessoro is on the next leg of this move forwards 100 bucks. so 12 times forward earnings not ridiculously expensive. i think the stars align for the stock. i like tso. >> we heard out of the earnings reports from the integrated like a chevron that refining was a

strong part of the business. >> and obviously the news of buffett and also everybody sees this fire. that gives people a lot of different reasons all of a sudden to start baling on the stock. i think could create some opportunities in something like exxon. guy talks about this range. very tight. you still have got some dividend yield there. and when you look at this name as it's pushing to the down side, i think there's an opportunity. i think it's below $90 a share, getting close to that level. not there yet. >> i think things like a fire that tend to be hopefully isolated, contained and short-lived. and probably they have insurance, i would imagine, for lost revenue during that time. so if it really does get smacked, i agree with pete. i think it might be an opportunity. >> and i would think about it another way. like taking a look, 30,000 feet look here. there's a company that did $7.60 in earnings last year, and analysts expect them to do half that. it's important when you think about one of the largest market cap companies in the world and the potential volatility in earnings, you know, it's important to think about what you own and why you own it.

and so to me, i'm actually in agreement with a lot of these guys. it's got a 3% dividend yield. at this point, only down 13% from the highs last year. when we think about what crude has done. i think these guys' levels are probably correct. if you back the chart out, it's probably 85 bucks, is really the long-term support there. and that's when karen and i had had a fight, i think, a few weeks ago. >> we get in a fight about everything. >> i know, every single time. >> closing your eyes a little bit -- if you're going to close your eyes on any stock, it's probably ebbs exxon. >> i don't think so. they haven't given their 2015 cap x budget, waiting for the march 4 analyst day. that could be something the market -- >> that could be a major catalyst. >> catalyst -- >> catalyst to the down side. i think that's going to give that one last push that gets you probably under 90. i don't know that we can get all the way to 85. i think that would be a gift if it d. of but i think anything under 90 is your opportunity. and like you say, once they give those numbers, that could be the catalyst to push it lower. >> we've got a market alert

here. crude falling on the ipi data down. dom. >> the american petroleum institute, the trade organization that represents the industry, saying that crude oil inventories this week rose by 14.3 million barrels. that's well in excess of the build that some analysts were expecting. so we are watching crude oil, extending some losses down by close to 6% on the day. 2% just as a result of this api data. now, this is, again, industry group data. tomorrow we get the eia, the government data. that happens at 11:00 a.m. tomorrow, melissa. back over to you guys. >> thanks so much,dom chu. what do we make of oil's move today? >> pete is talking about the stabilization of oil and it has stabilized. and he can speak to volatility. i would point out ovx is probably going to be higher based on what just happened. to me, indicates the bottom is probably still not in. i think it's still elevated the ovx. i think normal levels typically are in the teens, low 20s.

here we are vacillating around this $56 level. i think i look at it, it means we have one more leg down in the energy complex. >> there is another name that actually i want to talk about in the drilling space. obviously, you know, in a deal. baker hughes and halliburton. when you think about trying to pick some lows and pick some opportunities here, this is one that actually has an embedded put. when you think about it, there is a breakup fee, $3.5 billion on this deal. that's 12.5% of baker hughes' underlying market cap here. to me, this has had a big run over the last few weeks. if you get this stock back down on increased volatility in oil, that's one i look to buy on weakness. >> let's talk about the solar earnings. solar city getting hit in the session, missing on earnings, and sun edison missing on revenues. we've got a buy rating on solar city on the fast line. pablo, great to have you with us. it wasn't just the big numbers and the revenue numbers, but everybody was watching q4

deployments, came in light. they're sticking by 2015 guidance for deployments. what did you make of this quarter overall? >> yeah, look, you know, this -- it's pretty amazing we have one solar company that even as you noted with, you know, a little bit below expectations, but still did 176 megawatts of residential solar in one quarter. that is a record for them. it's a rega it's a record for the industry. they have 40% market share. so as you said, guidance for 2015 is capped, as it was from last year. i think a big question was would they raise it now or will they raise it later in the year. i do expect them to raise later in the year. but obviously, you know, they have chosen not to do that now. so i think you're going to see some profit-taking tomorrow. >> in terms of the q4 deployments, they made it clear that some of them were big commercial projects that were simply not completed in the quarter. and so therefore, completed in

the first half. we'll see that later on in 2015, which is maybe why they kept the guidance. in terms of the 2 megawatts cancelled, is that normal or should we be concerned of cancellations of projects? >> you know, it's an immaterially small number. 2 megawatts out of 176, that's 1%. of the total. i think it's completely inconsequential. let me just put this in perspective. so if they do just the low end of their guidance for next year -- for this year, i should say, 920 megawatts that, is more than every solar company in the united states combined from 2010. so just shows you not only the scale at which the market has grown as a whole, by solar city now controlling about 40% of that market is really pretty remarkable. we just do not see companies anywhere in the solar value chain, except residential solar, that have 40% share of the entire pie.

>> so pavel, you are obviously an analyst in the stocks, understand the pros and cons. the first quarter guidance was lousy. you mentioned 40%. i'll give you a 40% short interest. what do you think the shorts are betting on in this stock? why are they betting against it? >> sure. first, there have been a lot of shorts getting into solar because of falling oil prices. now, that is an absolutely absurd and ridiculous reason, because solar economics, at least in the u.s., have absolutely nothing to do with oil. more importantly, solar city specifically has always been a hard stock to value. as you know, they have negative earnings, negative ebita, just a functioning of how the solars work. remember, they're not selling widgets, they're selling under 20-year contracts. so the retained value method of valuing this company is very idiosyncratic, it's one of a

kind. and to a lot of people, it is, you know, a pushback. and i think it's a legitimate pushback. much more so than -- you know, than shorting this thing because of oil. but, you know, that's been a fact of life for solar city ever since it went public two years ago. >> all right. pavel, we'll leave it there. thanks for your analysis. we should note that sun edison also falling. it was a revenue miss, a loss smaller than expected. it's interesting, because both of these stocks, they're the two most shorted stocks in the percent of float in the solar universe. karen. >> yeah, we have-long for a while. i haven't fully gotten able to go through it, but so there was a revenue miss. although the pipeline did grow. this is different than solar city in that the -- that is a retail customer. this is not a retail customer. so it's a very different target market. so the call isn't until 8:00 a.m. tomorrow morning. so i'll be on that. a little disappointing, but not a disaster at all. >> yeah, they have been making

some big waves in terms of projects. they announced one in india to deploy 15,000 megawatts in india by 2020 and bought first energy, a wind company, in november. so they've got things rolling and there is an analyst meeting next week. that could be another -- where are you in solar? >> i'm actually not in any of these names at all, because -- although pavel disagrees, i would actually say, until it breaks away from oil, solar is trading with oil for whatever reason. doesn't make sense. he's 100% right. they should not be working in tandem together. but they are. and until that stops, i would rather be in some of these energy names where i've got great liquidity and don't have to worry about a short interest as i do in other names. >> i agree. when you look back to 2007-2008, when crude had this massive run and it collapsed in 2008, first solar, sunpower, all stocks had the same move. so whether you like it or not, they are attached. >> virtual reality trade. facebook revealing plans, apple could be getting into the space. and nasdaq, just about 100

points from nasdaq 5,000. think things are feeling bubbly? we have a money manager cautious on the way up the last time. he said this time is different. and aas we head to break, look at how the ipo market has changed since then. stay tuned. attention investors! 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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the nasdaq is within striking distance of its 2000 highs. back on march 10th, it hit 5132. that was the peak. a drop led us to the bottom when the nasdaq hit 1114. these are the staggering moves from the bottom. sba communications. remember that one? up 53,000%. monster beverage almost 49,000%. netflix up nearly 18,000. price line, up just about 17,000. and green mountain coffee up 13,000%. and to see what people remember from the year 2000, we sent our favorite correspondent, guy adami, out on to the street. check it out.

who is that good-looking dude. anybody? buhler? no? no? [ buzzer ] >> rob thomas? no? >> uh -- [ buzzer ] >> uh is incorrect. >> i don't know. >> i don't know is -- that's not right. come on, young lady. monday night football. geo cities. >> geo cities. uh -- a city website. [ buzzer ] >> um -- >> come on. >> the beetles? >> the beetles! how did you know that? oh, my god! the beatles! you guys are geniuses. >> so basically, the take-away is nobody remembers anything from the 2000s. >> shocking. of there were some other people out there, too. nobody knew anything. we had the motorola pager. >> pager, yeah. the two-way pager. >> remember that thing. >> barely. >> sorry about that. >> all right. as the nasdaq headed for new highs in the beginning of 2000, financial adviser need riley was

a frequent guest and publicly said he was cautious as it neared from 4400 to more than 5,000. as we approach the record level once again, could it be another bubble? joining us is ned riley, ceo of riley asset management. you were the contrarian amongst the bulls. >> well, it was tough. because clearly, everybody was saying this was a new world, new economy. i mean, if you look back in time, it was basically a -- an economic exuberant period in which we had the internet and the y2k issue all collided at the same point. so when we looked at the economics in 1999, we saw things building in a bubble-like way. it wasn't just the market itself. it was the economy in its bubble. not too dissimilar to 1972 and '3 or the oil industry in 1979. so when we saw this development and had to stop to look at the key ingredients that make up a good market, inflation started

to accelerate during that period of time. not big. 1-6 to 3-4. the federal funds from 4 and three quarters to 6.5%, coinciding with the top of the market itself. what's most important is that the technology industry created 30 to 35% of all the jocks between 1997 and the year 2000. >> wow. >> so basically, people were just building for the growth. when you looked at the valuation, melissa, you saw today. cnbc has done a great job of pointing this out. but i'll point out a few other numbers. the book value was 1.52. today it's 1.27. i would say the book is understated because of the cash on the balance sheets. >> i'm going to talk to you for a minute. you're the guy who called it right the first time. instead of going into the numbers from before, this time around, what do you see? you called it right last time as we hit or approached 5,000 this time, is it different? >> i hate the word is it different now.

for my thousand mistakes of the past, i would say it is different than that period of time. from the perspective of one, you have inflation that's bumping along the bottom at 1.6%. you have a federal funds rate that i'm chuckling about. everybody is talking about this massive rise in rates from 25 basis points to 75 basis points. my gosh, in the last century, we averaged funds five, six times greater than that. the federal funds rate, even as i said, 15 years ago, was at 6.3/4%. we're talking about the tech stocks, the tech sector, s&p 500. selling at 17 times earnings. we're talking about the highest price in the market capitalization, apple, selling at 14 times earnings. cisco sold at 100 times earnings and those top ten stocks within the qs sold at 75 to 110, and 115 times. i think the valuation is still there.

melissa, one thing that really bothers me today still is the new issue market. and i said it five years ago. new issues today are starting to replicate what we saw back in the year 1999. >> ah. okay. so there could be pockets there. ned, great to hear from you. thank you. ned riley. >> my pleasure, melissa. >> riley asset management. no bubble overall says the guy who called it right the first time around. but within these markets, dan nathan, do you think there are bubblelicious sectors? >> you just said it, pockets. and it could be something like new issues, could be sectors like we saw in 3-d printing last year or some of the internet services, things that went up 200%, and have since declined 70%. i want to make one more point. we talk about the bubble popping in 2000. let me tell you something. those two years afterwards, you know, '01, '02, they were brutal years. that was a protracted bear market and i think that -- that mania created that. we didn't see that in '08 and '09. but it could be coming to a theatre near you the next time

stocks decline dramatically. >> i think there's definitely pockets of value for sure, looking at hp. we saw nothing even rely close to what would be considered fair value. but i do agree with dan, names that were hot -- something like a mobile i, which could be an interesting product trades -- a lot of things have to go really right. a tesla. things have to go really right there. it wouldn't be shocking to look back at names like that and say, wow, maybe they were kind of rich in 2015. >> gee. >> the headwinds and vacuum -- valuation, no. there is not a bubble. the stocks are relatively inexpensive. but there are other head winds now that were not apparent in 1999, 2000 that manifest themselves in the central bank activity to. me, central banks globally need to carry whatever landing they're about to land on, otherwise things can go pare shaped quickly. with that -- >> sa basically, you're saying there could be a bubble because this has been inflated because of central bank policy. >> the bubble does not exist in valuations.

to me, the problem -- it's not a bubble, per se. to me, it's the reckless activities of central banks globally. >> one bubble area. >> social media. those that feed into it. i look at some of these names and i think sooner or later they will separate out. there will be some names out there. i stay away from some of these names, so i don't even really keep track. i have these -- i'll tell you one last story, standing on the trading floors before 2000, before the crash, a guy showed me a chart. he goes, what do you think of this company? i said it looks absolutely awful. this thing is ready to crash. he goes, it's cisco. now, nobody thought that back then. but when you look at the chart without the name on it, completely different story. people are enamored by certain things, enamored by things that say you've got to have it, own it, some go to zero. coming up next, the apple watch is coming and dan nathan has the one name shaping up to be the casualty of the launch, the stock fell 11% today and says activists might circling soon.

we'll tell you the name, next. and leer another look back at the dot-com bubble. we'll accepted guy back out to the streets to see if folks can identify some of the most famous tech devices from the 2000s. a pager, anyone? tdd# 1-800-345-2550 [ male announcer ] your love for trading never stops,

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you've got to give credit where credit is due. back on january 20, goldman sachs when b.a.c. was 15.25, stock went up quickly, 5%. if you ask me how to trade the financials, if you think the wield curve is continuing, you've got to own b.a.c., and pete talked about citi. to me, the most interesting financial seems to be blackstone. it's cheap and goes higher from here. >> what if you think the yield curve is not going to steepen, karen? what do you think? do you think it will steepen? >> i think it will. i think when i look at the minutes today, and the market really didn't react -- didn't react at all. to me, it was because a lot of the most bearish data came back after -- came out after these moves. so i think if we had a picture of today, maybe it would be a more hawkish. >> different story. >> you giddyup on the banks? >> still. i think a lot of what people are looking at right now is priced into the banks. i think the fact that people expect the yields to remain where they are, give or take,

and sooner or later i think we -- whether that means it's the end of this year, middle of this year, 2016, sooner or later we get the catalyst from that. >> i would say very near term, when you think about what's going on with the minutes, really, you know, you think about what happened in the bond market over the last couple weeks, the market was pricing in higher rates. and i think today's action tells you it's not. so to me, i actually think the muted move on most of the banks, i think there's more room to the down side in the next couple weeks, especially if the situation in greece doesn't fix itself very clearly. so i think these guys are right. rates are going to go higher over time, unless things get really much worse over the course of 2015. in the near term, a better opportunity to buy banks lower. next up, a new virtual reality patent for apple, a patent titled head mounded display apparatus for retaining a portable electronic device with display. >> rolls off the top -- >> i know. >> the product appears to most resemble the samsung gear vr, a headset samsung developed with

ok okaylous. chris cox explained why its acquisition will be meaningful for the company. and revealed that facebook it working on virtual reality apps that will allow others to create immersive experiences to share in the news feed, beyond just sharing video. >> when you're using facebook, you're just sending around little bits of experience. you're just sending a photo, sending a video, sending a piece of text. i think the version of the world where you're sending, you know, a fuller im%ive picture of what you're doing. >> and you think people this be creating that experience? >> absolutely. >> you'll be able to make virtual reality that you can share. >> totally. you'll do it, beyonce will do it. >> pete, would you do that? is that good for the stock? >> i think it is. but i think this is further out. i don't think something catalyst wise it's right in front of us now. is it the next big thing? i think it is. but when you really look at apple right now or looking at facebook, okay youlous, i think this does get very, very interesting when you look at apple. i think the catalyst still apple

pay. other areas where i think they're initially going to be catalysted right now. but i think absolutely in the future, virtual reality, this is something people want to wrap their aways around. i think it's intriguing beyond words. >> you've got to wear one of those things, that crazy thing on your head in order to experience what somebody is going to send you. >> you mean, in order to get a headache and feel like you're going to puke? you put those things on, it's brutal. >> that's going to be what the gordon gecko phone was like when you watch wall street so many years later, hopefully. >> guy, what experience -- >> there is no shot -- zero. nothing. nothing. >> but what if you wanted to skydive but don't have the guts to jump out of the plane and now you can put this on? >> then you can't do it, sucker! you've got to jump out of that plane. then you can play in the nfl. no! >> actually, you could. >> no. no. >> you get a sense of what it's like. >> disagree. you need to sacrifice. >> a debate on virtual reality. >> mistake. >> who knew. next up, garmin, getting taken to the woodshed today,

issuing down beat guidance for 2015 earnings, faug short of expectations. and dan thinks this could be a serious casualty of the apple watch. >> when you think about it, one of garmin's fastest growing segments is their fitness sector, grew 70% in the quarter over year, which is fantastic, but we know the apple watch is coming and from this week some of the utterances out of johnnie ivan and tim cook, fitness focused. this is not a massive part of garmin's business. they do personal navigation devices, huge, that's going the wayside. these guys have to figure what their next step is. the stock down 11%, as you said, on a downgraded view. no growth here. the stock trades, you know, mid to high teens. it's not particularly expensive. they have 25% of their market cap in cash. they did announce an increase to their dividend and a $300 million share buyback. so to me, i think there is probably an opportunity for somebody to see some value in that. maybe it's an activist or maybe it's a tuck-in acquisition for a larger tech competitor who wants

a foot hold and probably what's going to be a more rugged fitness wearable than the apple watch. >> guy adami. >> you liked garmin for a while. >> i think this selloff is an opportunity to trade six times volume. the levels traded exactly where we traded down to in early october and then bounced quickly from the death of garmin talked about since garmin started. i don't think they're dying yet. and you know what, maybe somebody comes and says garmin is cheap, let's gobble the company up. apple, yes, could they potentially get in? and knock these guys out? yes. but i think the stock at $50 is a raging buy. next, bubble, bubble, toil and trouble. just how much is the 2015 nasdaq like the dot-com bubble of 2000? perhaps not so much. we'll hear from one guest who lays out the top three next-generation plays in a space that wasn't that hot back in 2000.

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♪ so ahead on "fast money,"

live from times square, the nasdaq within 100 points of nasdaq 5,000. we've got the next generation of tech stocks that could send the nasdaq another leg higher. and a refinery fire in exxon taking center stage but pete najarian spotted future activity in a different name. he'll tell you what it is. and should you follow billionaire warren buffett into deere? the bulls are circling. we'll tell you how to play it, coming up. but first, let's get to pops and drops and big movers of the day. a big pop for jack in the box. pete, up 7%. >> yeah, this thing had an absolute monster move, $96 a share today. you look at the fast casual quick serve, breakfast, late-night. that's where the margins were incredible. this stock, however, is starting to get a little bit bubbly. i like it, i know guy adami, it's a favorite. he's been pounding the table. i think you've got to stay away. >> quick serve to slow serve. karen. >> this is a name we used to

talk about way back when. there was some fear in the market they would actually -- oil exposure would hurt their earnings. in fact, able to power through nicely. they have done a good job on their margins. it's a good management team. cfo leaving at the end of next month. i like flowserve. >> big pop for zillow, up 15%. >> congrats to these guys, took out their competitor, trulyia, they announced some job cuts, 350 today. this is recall what the story is going to be. obviously, a very expensive stock, trades 80 times earnings, 16 1/2 times expected sales. the growth expectations are there and priced that way. really what investors need to see is cost savings here. and if they have one slip-u i the next few months, the stock will be back at 100. this is iono not chase. i think it's a massive short squeeze but obviously good things going on there. >> big drop for go pro down 11%. and guy, this is at the lows of the session at close. open and high close. michael on yesterday gave a compelling argument about a $75 price target.

you talked about the lock-up. look at the chart. series of lower highs, lower lows, doesn't feel like it's bottomed yet, as painful as it is to say. dan has had this right. i like the story, but it's really impossible to own for long-term. you've got to wait for 30 million share. you haven't seen it yet. >> let's get some unusual activity here, and pete is watching next terra energy. >> actually, nrg hit first and then next era was right after that. as a matter of fact, the march 110 calls, aggressive, 11,000 traded up to 70 cents. that was very aggressive buying in the utility space. we have seen pipelines, we have seen big cap energy. and now we're seeing this name. it just came off those highs at 112, pulled back trading around 104. the 110 calls in march, extremely aggressive in buying. i participated, as well. >> we've got an earnings alert on two energy names. back to dom chu. >> let's start first of all with eog resources, shares sliding 6% on relatively heavy volume after a -- after market here.

this is following a big profit miss. the exploration reported fourth quarter earnings 79 cents, significantly short of the dollar 02, what most analysts expecting. the company's 2015 capital expenditure plans not surprisingly fall well below expectations with the firm saying it is, quote, not interested in accelerating crude oil production in a low price environment. maybe no shocker there. then moving on to another related industry, trinity industries trending higher after the bell currently up. you can see by about 1%. this is a company that does both rail cars, also guard rails for highways. it's a diversified company, posting fourth quarter profits of 86 cents per share, beating estimates by 3 ce sales also came in above expectations. the company's fourth quarter revenues came in at$1.66 billio. people were expecting about 1.62. ceo, timothy wallace noted in the release the company's rail group had a record number of orders this year and spent the -- the company spent $700 million on acquisitions in its energy equipment group.

this is important, of course, melissa, because they do rail cars, they make them, sell them and lease them. >> thanks so much. in terms of eog, i would be worried if i didn't think oil was hitting a bottom. >> that's the thing. i don't think oil is making a -- i think it's still in the process of making a bottom. and i don't think you can own eog on the selloff either. as much as i like to say this capitulation, i don't think it is. i think one more peg to that story that the move in energy to the down side isn't over yet. >> in the corollary to the story is also the rail cars, andom talked about trinity, because obviously, if oil is not, you know, well-priced at this point, then maybe the rails will get short of cars. car loads. car loads will go down. who needs a rail car? >> well, then there is the flip side of the story we talked about yesterday. >> right. >> with these -- whether that puts a bid under them. i don't know. that's been an interesting story for a while. i think carl has some big rail bets. >> he did, yeah. a while back, yep. all right. the nasdaq is within striking distance of its all-time high we

saw in 2000. so we sent guy adami out on to the street to see what people remember from that year. >> this is a device from yesteryear. are you ready? >> yeah. >> here we go. >> motorola flip phone? [ buzzer ] >> i don't know. >> my man doesn't know. you know what that is. come on. [ buzzer ] >> here we go. [ inaudible ] >> it's a joke machine. no. [ buzzer ] >> take a good look. >> mp3 -- >> look, my man, that's correct. an mp3 player. you still have it in your car, don't you? >> the guy has a walkman, so -- >> out with the old tech, in with the new. our next guest says tech investors should be focused on the red-hot next generation of technology which means big data and cyber security. let's bring in capital markets managing director, dan ives. great to see you. let's start off with big data. this is the wave of the future,

what's going on with the internet of things. so spelunk. >> i really view this big data as a once in a multidecade opportunity. and spelunk, they really have become the oracle of big data on the platform side. i really view this in the first inning of a massive growth opportunity. also view them as potential acquisition candidate for larger guy like ibm. so i think if you're playing big data, splunk is front and center, and i think this could potentially double the next three years. >> let's break down the cyber security trade. fire eye, they had a good quarter. most recently reported quarter. is it out of the penalty box at this point? >> i think it's slowly coming out of the penalty box. this was definitely a big step in the right direction for dewalt. they're a massive next gen player. i think this could be one multiple expansion. you're starting to see the growth. feels like 2015 could be the year for fireeye, at the right time at the right place.

>> odds that de walt sells this company. what are the odds, in your view? >> i think, you know, you look at his last two companies, mac sold it. a poker player. at the end of the day, i view this as a top acquisition candidate for cisco. specifically where it plays in the next-gen cyber security. so i think really comes down to can they do it alone or do they get acquired? i think either way, this is a stock that could go higher. >> force to choose, dan ives. this is a game we like to play, otherwise known as would you rather. fireeye or palo al to. >> palo alto is the lebron james on cyber security. a one-stop-shop. management has done an excellent job. really, we're looking a 15 to $20 billion market opportunity. palo alto, if i was going to an island, i would own that for the next three or five years, this is one that will be a household name over the coming years, given cyber security, given the trends, and they have built a

mouse trap now to gain more and more share cisco, junipers, symantec. the core cyber security name to own. >> dan, great to see you. thank you. dan ives, fbr. guy likes the lebron james of cyber security, al owe alto. pete. >> i own calls of fire. >> and dan? >> i want to make one point. he talked about these things being potential takeover candidates by large players like ibm. >> cisco, yeah. >> he's the problem with splunk or whatever it's called. less than $500. it can never possibly move the needle. it makes more sense for a much smaller kind of vendor. data vendor. that sort of thing than one of these guys. and who can pay 25 times earnings? >> still ahead on a down day for the markets, white way foods is popping 4% following a strong earnings report last week. after the break, we hear from the ceo white wave live from the consumer goods conference. stay tuned.

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and a lot helping you. technology that's with you always. this is our promise. it's never been better to wander, because wherever you go, you'll find us doing everything we can, so you can. white wave, a fast-growing organic company hitting a 52-week high today despite the markets being down. sara eisen is live at the consumer analyst group of new york conference at the boca raton resort in florida with an exclusive with white waves

chairman. >> hi, melissa. greg englishality is here. good to see you. and not bad. 12% organic growth for 2014. that's pretty unusual in the food business. what are you doing others aren't? >> first of all, we're blessed to be in great categories and have a terrific brand. so there is a larger movement going on in the food business as people migrate from i think the way we used to eat, the way i grew up eating as a child, to, you know, how people are eating today. so people are more health conscience. they are focused on ingredients. they want to know what's in their food. they want simple ingredient statements. so we have a portfolio that's really well-positioned against those larger trends. >> number of brands. many of the people recognize a lot of dairy, horizon, for instance. >> horizon organic, yes. >> and a lot of investors want to know what's next in the portfolio. when you look for your next acquisition, is it going to be in food, beverages? outside the united states? how are you thinking about that? >> well, our company is a

company that really is character advertised by businesses that on trend, supported by consumers coming our direction, in terms of how we're positioned. and that reflects itself in inconsistent growth in our -- significant growth in our brand. we think it's important to stay in that growth territory. we're a growth company. i think that's why people invest in us. so we're interested in brands and categories that are supported by sec -- >> in the u.s. in. >> in the u.s., but we're moving internationally also. i think these trends are probably emerging first here and in europe but they're going to be healthy trends in eating. so we want stuff that is growing, great margin structure. we like brands that large. and we want categories where we have the ability to continue to innovate. >> what about you as an acquisition target? jim cramer has predictions, a lot of analysts have predictions it's only a matter of time before someone bigger and growing slower takes you out. how many calls are you fielding? >> well, i can't comment object

anything like that. but what i can say is that we love our plot. we're a rapidly growing company. our job, as management, is to create shareholder value. and right now i think the best way to do that is by continuing to grow our top line and have that flow through to a really strong earnings category. >> how do you feel about coca-cola entering the dairy category, fairlife, the high-protein milk. is that tough competition for you? >> coke is a world-class company. they've got lots of resources. but we and this management team have been in and around the value added dairy and dairy beverage space for a long time. i think we built great equities. we're a very innovative, and we tried an awful lot of things in this space, both at dean foods when we were part of dean and as a separate company and i think we have a good handle on the plot and how to compete here. so we very much like our hand of brands and product positioning. >> i know a lot of investors are interested in attending your

presentation. thanks for giving us a snapshot. greg en gels, ceo of whitewave. >> interesting, because whitewave hitting a 52-week high as haynes crosses -- the halo on the sector today. >> the growth phenomenal. and last week we talked about kellogg's missing earnings, stagnant. and that's why you can see this would be such a tasty -- no pun intended -- acquisition for somebody to have that kind of growth. someone who can fold it in -- >> it is about growth. to your point, it's growth, and he talked about trend and mentioned growth. of he must have said that word six or eight times just during the interview alone. and you look, it's understandable why. and he sees that growth not just here, but talked about international. there are a lot of reasons to like this name. i put him in the category like an under armour for food, the growth area now, growth engine. and obviously plenty of up side. >> coming up on "mad money" tonight from organic grub to

roller coasters, cramer has you covered in a pair of exclusives. will talk to the ceo of six flags fresh off the earnings beat and also sit down with the coceo of whole foods who had this to say about lowering prices. >> your prices are now competitive. >> that's right. >> with mainstream. >> that's right. i think we're broadly competitive, relevant on price. even though a lot of our mix is different than the other stores carry, so it's this combination of being relevant, competitive on price and making sure we're selling sufficient that is whole foods quality standards. >> much more ahead on "mad money." shares of deere popping today. how traders are betting the stock will move after its earnings report this friday. stay tuned. a big bump in miles. so this is a great opportunity for an upgrade. sound good? great. because you're not you, you're a whole airline... and it's not a ticket you're upgrading, it's your entire operations, from domestic to international... which means you need help from a whole team of advisors.

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your shares rally 3% today after a filing revealed that warren buffett's berkshire hathaway more than doubled its stake in the farm equipment maker. and bullish activity in the options market. dan is at the smart board with the action. >> so total options value ran two times average daily and calls outnumbered puts 2 to 1. obviously, it was on this buffett news here. he more than doubled his stake. and here's a stock that i think a lot of investors have liked to lump into cat tractor, which has

had a tough go of late. the stock got killed. since filled in the gap on disappointing results. here's the thing. these to companies have very different exposure to emerging markets and the strong dollar, and deere has less. maybe that's what mr. buffett sees. and one other point. today the most active strike on the day was 2800 of the margin, 95 calls. both being bought. they went out yesterday at 42 cents. today closed at $1.14. when you think about it, into earnings, a debated risk play in the options market maybe makes sense. the report is friday morning, the options market is implying a 2.5% one-day move. that's versus the 1.5% average over the last four quarters. i want to look at the chart here quickly. today's breakout, this is an eight-month high. it's pretty beautiful. on volume, on good news. when you want to back it out a little further, i mean, mr. buffett probably doesn't look at charts like this. but i know my boy t. swizzle or j. swizzle is looking at it. look at that thing over there, a

breakout of the all-time highs. this is 100 bucks, where this is going in the near-term on the heels of buffett. >> gee, swizzle. >> what did we say last night? >> that it's deere company now, not john deere. >> final trade. >> everything dan just said, love dan. dan, d. swiz, man. >> you got swized dan. stay tuned.

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♪ final trade time. pete. >> volatility and oil, it's going up. it's going down. as long as it stays under 75, those airlines are going to continue to rise. ual, baby. >> d. swizzle. >> x he will. u.s. banks go lower. a trade down to 23. i'm long xlf put spreads in march. >> you didn't know who i was talking to. karen. >> whole foods has had a nice run but i think this stock has its mojo back and we'll see next week for two days, they have an investor conference. i think there is a lot of growth still to come in whole foods. >> g. swizzle. >> fast fire.

garmin, six times normal volume. $50 held. grm. that will get you done. >> o. >> bold call. >> i'm melissa lee. thanks for watching. see you back here tomorrow at 5:00. meantime, "mad money" with 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. a lot of people want to make friends. i'm just trying to make you money. my job not just to entertain but educate and teach. call me at cnbc or tweet me @jimcramer. don't be a lemon. that's the lesson from today's trading where