all right. thanks, everybody. "fast money" is coming up. that does it for you. melis melissa, what is on tap? >> would you eat a crab cake burger? >> absolutely. is that even a question? >> red robin gourmetburgers got a crab cake burger on the men you uhe inviting the pope to eat it, and if the pope accept, free crap cake burgers every friday in lent for everybody. thanks a lot before "fast money" starts right now. overlooking new york city's times square, i'm melissa lee. our traders are john, dan, brian and guy. tonight the nasdaq is posting its longest winning streak in nearly a year. and we have all the big tech stories covered for you. yahoo!'s mobile moments, company first ever mobile developer conference today. we have the details. and facebook rallying after one analyst said instragram is worth $33 billion. and instragram users could

double in the next five years. would we'll debate. and there may be a bubble brewing somewhere. take a look at guy's pinterest page. but we start with marissa mayer. here's what she said about the company's push into the mobile space. >> this rein-vevention is perha the achievement i'm most proud of. and that investment has paid off. we've seen tremendous growth in terms of users, revenue and time spent. and not only have we seen that growth, we've seen an outpacing of our historical rate. we've also outpaced the industry rate. >> she admitted the company was falling short in terms of mobile messaging. >> i think small is an over estimation because right now we don't have a mobile messaging

app. what are you doing about that? >> taking the afternoon off? some of us might argue that mail is actually part of our communications. but that's okay. >> but in all seriousness, i think that it's certainly something we're interested in because of yahoo! messenger pc platform. something that we have a lot of legacy knowledge in. and clearly an area that is really growing. >> yahoo! stock up nearly 2%, but still down 12 percent this year. it shows the challenge yahoo! faces in terms of the mobile business and turnaround in the core. >> i think the messager is a big one. a year ago today, facebook paid $22 billion for whatsapp. and i have to think that yahoo!'s market cap a year ago was $22 billion. so the fact that they totally missed the train. and instragram, that will be increasingly more mobile messaging sort of application. so i don't think they have a

shot to catch up to the competito competitors. yes, mobile is a natural -- people are going to be high grating from the desktop to mobile, but they're late there, too. they don't have the scale that facebook has to get people just to be on the sapp accept trick world. >> is there a reason to own yahoo!? >> no, they haven't given us a rope to. are they making progress, yes, they have. but they will be a very small piece of search, they will be a very small piece of mobile messaging and anything else that they might try to compete with the big guys on. and this is not a company that i'd want to own for that reason because outside baba, no reason to own it. >> and we're back to levels where some might say the core business of yahoo! is valued at less than zero.

so maybe we could ask that in a bit. but there is one company out there that has mobile messaging service that is actually mobile and has a whole bunch of patents. since yahoo! has a whole bunch of cash, wouldn't that be an interesting tie. >> right on. >> and i think yahoo! is worth owning. first of all, you have to have a view in alli baba. we bottomed out around 84 1/2 or so. this is basically where we just bottomed out in alley about a about a a couple days ago. so 48 1/2, i think you're long yahoo!. more bang for your bug. and you're getting yahoo! core business for effectively free. so there is leverage in this and everybody made fun of me about the leverage. i'm going to stay with the leverage. >> not leverage. >> it's not the wrong way to pronounce it. but everybody wrote he's guys off yahoo! when the stock was trading 18, 19 bucks. same way they're writing them off now. >> let's bring in collin gillis

for more. do you agree with guy who is adamant about the leverage in the yahoo! models? >> absolutely there is a to have been leverage in there. now, here is the thing with yahoo!. the core business is clearly turning around. we're still seeing flat to declines on revenue. what happened today with this mobile developer event, it's a positive step because the plan there is they bought flurry which is an analytics company. they want to combine that with their ad serving platform, yahoo! gemini, and serve ads bond just their open platform and become a network and said their reach to multiple different apps. >> we talked about they're not attached to any platform. google has android and they know that they're on a billion devices worldwide. facebook has a billion and a half users. so we know about the ios ecosystem. so here is the thing.

if you own a device, why download any of yahoo!'s apps that you already have on your devices. that's the problem that i see. i just don't know why you would to it. >> and if you think about google io and apple's worldwide developer conference and all the excitement around this, this is the first step. but at least it's a plan. and the plan is use our an will the ticks and then you can monetize this, as well. in terms of why you want to own the stock, clearly it's still a tracking stock for ali baba, but once the spin happen, i think it could be an interesting private equity play. core valued around 6 billion, 7 billion. revenue per employee, cash flow could be greatly increased. >> why do we know there is value in the core? everybody is saying you're getting the core for free. isn't there no value right now in the core? >> you can cash flow out $1.5 billion ebitda.

that's value right there. you put information ex municifo multiple on it. i think there are steps being taken right now that are positive. improving the caflow, that coul be done better. >> could ali baba buy turn around and buy them? >> it's not what i would have as my investment thesis. >> if they did, would be are mob skeptical of ali baba? >> probably. >> soare mob skeptical of ali baba? >> probably. >> so is there a public company today that you would say here is a comp, relative value aol? >> yahoo! and aol should merge. they are the same company. get it over with. neither one actually own their

search. aol's powered by google and yahoo! you powered pby microsof. the search deal so underwi underwhelming, let's see what happens there. >> all right. we will. thank you to coming by. facebook popping 4% valuing instragram at $33 billion. stock closing in on $80 a share. twitter following facebook mark cuban talking about twitter's revenue stream last night. >> i think twitter has issues. i think twitter is a revenue gold mine. i think that is a reflection of the fact people don't fully understand twitter anymore. i think it's become the new pr news wire where it's more bull who were than social network. dick costello said it best when he talked about trolls. trolls have killed twitter, but if you kill the troll, you also kill a lot of -- there is a lot of collateral damage. all that said, twitter is here to stay.

i'm a huge twitter user. there is a place to being able to reach the world in 140 characters. and it is the best search engine bar none to get current information. >> which stock do you want to trade? >> twitter to me is the one. i kind of sold out of it. i did sell out of it after the results. i did not like did dick costello's answers about what the platform is and how they will expand user, but i agree with cuban. they will a whole host of problems. they need to accelerate monthly active users. if they don't, they will never be a that mass market sort of whether he called it social net the work or a bull horn. so to me, i agree. i think it's a very useful thing. this is the sort of stock over the course of the year, you want to buy on pull backs p. but i believe the real time search, that's why google to buy them and i think it will be a very important soe

social/advertising property. >> and i think it's vital to most of us the needs to have information on a second by second basis or to do as mark cuban said, to use it as a bull horn. clearly that works. traded 145,000 calls today. that is huge unusual activity. we cited it on halftime. the stock popped yet another dollar after that. and they're buying all short term. so i'm looking for this to push up over 50. and then i think it fizzles. i think unless they actually start fulfilling the promises, this thing pulls right back and you're able to pick it up at 42 again. >> so you bought this morning and looking to get out at around 50 some. >> 50, 51 in that general area. just depends what kind of day we have tomorrow and monday. but it's short term. >> well, many saying we aren't seeing a bubble in publicly traded stocks.

could be a bubble brewing in the private market. pinterest is eyeing a new valuation. and snap chat is eyeing a $19 billion valuation. and guy, i'll go to you. i think you're the only person on this desk that actually uses pinterest. so you can inform us as to why it deserves $11 billion valuation. >> if you you went to my page, that's rope enougeason enough. there you go. guy adami's house of style. >> classic rock. so often that you know what it's called. >> that's a french phrase. that's me. look at that. i don't think so. no, these companies are worth what the market will pay. is that a bubble? i don't think it is. was instragram expensive when it got bought? yeah, now everybody is saying they bought it on the cheap. so i don't think there is a bubble in the things you talked about. >> i think when you're talking about these bigger names, you can see that there is some

value. we talked between about to wit, pinterest, instragram. there is a path to monetization. if you want to play this area, there is one way that i always look to which is silly ctil sit valley bank. >> i think if these companies come to market to the public markets here, since ali baba went public, what has google and facebook done? they have basically flat lined. $215 billion worth of ali baba in that time period. so all of a sudden if you have these crazy valuations that will come to market, they could put pressure on public -- >> let me ask you this, though. did you think it was overpriced? >> i still do. there are no revenues. why does twitter as a public company that actually has

revenues growing pretty substantially have less of a market value than apuber and has slightly more than snap chat? that makes no sense to me. so this is a massive risk to this market. private valuations continue to go up, if they come to market, the market is really going to be in trouble. >> and the issue here also is that this isn't a two way market. this this is a one way market. only folks that have the stock are only selling this much of it. and so if you have this much for sale and this much to buy, i can tell you which direction we're going. >> marvel technology, let's get for dom chu. >> marvel technologies worth about $8.5 billion. so even it is worth less than what is happening with a lot of these companies like pen tintep. sales, $857 million. misses estimates. there were also weak revenue and

earnings guidance pieces for the first current quarter here. they see q1 revenues between $810 million and $830 million. that substantially misses estimates. and first quarter earnings per share, between 17 and 19 cents. analysts looking for 22. so again marvel down about 4.5%. back to you. >> 11.5 was the low. traded up to 16.5. so if you take the hid range of that range, basically 14 bucks. i don't know if it will get that low, about but this was not great news. if it pushes back to 14, buy it on the technical bounce. we'll debate what to do with t-mobile stock. and plus more bad news for american express. the stock down 16% this year alone.

is it worth buying?

wall heartbeating earnings estimates missing on revenue. that kicks off the top trades. stock taking a hit.

short term pressures raises wages. the ceo talked about the quarter. take a listen. >> we got help from low fuel prices no doubt. we got tail winds in other area, as well. the quality of our store experience has improved some, but we still have a lot of work to do. and it doesn't turn overnight. so i think as the months and quarters go on, we can build a better store experience that will create sustainable and positive comp numbers. >> do you buy into a potential turnaround story as it faces head winds imposed by itself? >> i don't. and there are other headwinds out there. maybe they got a little bit from fuel. but they're still forecasting 1% sales gross down from 4%. number two, if about we get sustained lower fuel prices, that would also imply that we'll have a higher dollar and they talked about fx headwinds being

an issue. so position wai think walmart i challenged. we haven't seen consumer spending translate from lower gas prices in to consumer spending and i don't think that continues. >> there is an obvious entry point. look to ing to buy on weakness, moving day average back at 80, that would be the ideal spot. i would look to take a shot there if the weakness continues. >> do you like walmart? >> i agree with dan. i'm a buyer at 80 or beneath. and i think you will get a swoon to about that level as analysts start assessing exactly how much not damage, but how much they will diminish their earnings by increasing their wages. >> i thought lower gas was going to help. >> hasn't really panned out, has it. >> hasn't hurt the dollar stores. next up, t-mobile added more

than 1 million new customers. t-mobile ceo spoke about his strategy to stay profitable earlier today on "squawk on the street". >> i was accused in the second half of last year of thinking more about customers than shareholders. which by the way is -- you you can judge. we've shown profitability will follow. we gave huge guidance which is the positive news. and one by one taking all the things that everybody hates about wireless and eliminating them structure ally forever. >> he has the christopher walken thing going. >> the hair and hoodie. >> huge guidance. one man's huge guidance is another man's, you know, meck. also this stock is expensive. you compare to at&t for example. t-mobile is trading 30 times forward earnings.

at and t more like 13. . you you don't get a dividend tmus, you get one at&t. >> you decided that you play would you rather with at&t. >> pretty good job by me. >> unless you get a close above 35, maybe tmus breaks out. but i don't buy it on the back. they weren't that good. >> i'd rather buy it t-mobile on a pull back. on a pull backing i thi, i thin focus on the customer and what will drive the revenues. and this is a good story. yes, is it expensive, but you're not buying it for a dividend. it's not a utility. you're buying it because they're disrupting the mobile phone industry. >> next up, more bad news for american express. so stock getting hit. department of justice saying the company cannot prevent merchants from encouraging customers to use lower cost credit card

brands after the company lost exclusive deals with jetblue and costco. >> it's bad been a bad week. this is a premiere franchise. it's for sale. i think much like walmart, i think selling persists and i think you see it in the low 70s. there it's probably a good buy. analysts have already lowered hair earnings estimates from double digit growth to low single digits. soma so some bad news may be in stock. in don't you wonder how they didn't see enough of this coming? when you have costco and jetblue both and perhaps others out there that are telling you we'll drop you. where was the discussion 1234 we need to hear more about that. did they know this was coming and basically say, oh, well, our way or the highway and basically try to strong arm them or were

they blindsided by this which again who runs those accounts over at am ex? there has to be skin on the wall. >> is there a fundamental change to the business model in terms of what it charges per chaptmer. >> and also international high he said customers aren't spending as much. so i would agree, i think 72 is probably the level that i take a look at. >> head line risk. did not perform in all of 2014. terrific year for the broader market, stock effectively opened around the highs and closed around the lows for the year. not a good sign. so i'm with the panel. >> wow. consensus. all right. still ahead, almost 180 people have been exposed to a super bug at ucla hospital. which biotech companies will race for a cure. we get stock therapy after the break. plus want too have dinner with the pope? you might have to head to red robin. the ceo will explain why he's trying to get the pope to become a burger lover. ♪ ♪

first impressions are important. you've got to make every second count. banking designed for the way you live your life. so you can welcome your family home... for the first time. chase. so you can.

pl now it is time for the new segment called stock therapy. ucla hospital reporting nearly 180 patients may be exposed to a super bug due to contaminated medical instruments. 7 are infected and two deaths may be linked. so which companies could be on track to combat the deadly virus? meg, are companies even working on an antibioticantibiotics? >> drug development has slowed

to down because these aren't chronic therapies. so it's not like a blood pressure medicine that you take for the rest of your life. and another reason is in order to prevent the resistance, doctors don't prescribe the drugs right away when they reach the market. so there is a slow uptick, as well. so drug makers have gotten out of space. when we see with the super bugs, they are affecting more and more people. cre which is the one at ucla, it's become resistant to basically every antibiotic out there. so the fact that we're seeing it is really scary. cdc says this super bug affects about 9,000 people every year and kills about 600. more broadly, all super bugs affect about 200 million people and kill about 23,000. so this is a huge problem. so who is working on this?

merck are in the space. they made a big acquisition a couple months ago . you see smaller drug makers l e tetri phase getting more focus. obama allocated $1.2 billion to antibiotic resistance. so you see companies, smaller company, working in the space. >> it's a problem now, but i would imagine it would take months if not years for the new antibiotics to come out to the market. so in the meantime, do they dust off the shelf in terms of pulling out old antibiotics that haven't been used in decades? >> the reason they haven't been used in so long is because they can be toxic. so it's a huge problem. but exciting to see them working on the tough to treat segments. >> part of the segment is we take a story now and then next week. >> and this is a real interesting biotech company.

this weekend we should see data in inflammatory bowl disease. this company has one lead drug, rcp 1063, others in the pipeline, but this is going head to head with a lot of huge drug makers. so similar to novartis' drug for mul mul multiple sclerosis. they presented data in october in that indication which caused stock to go up 50%. credit suisse raised its price target to 140 from 125 ahead of the data presented this week. getting to more granularity on how well it works. but a big catalyst is business development. i talked to the ceo and they said they're looking for a partner, but this has been at takeover target.

so they are he lllg fo building long term. >> that's interesting, but sepra was a $13 stock around thanksgiving. closed around 29 today. we've seen that before. except that on january 7, they priced $5 million secondary at 24 1/2 and stock they ever looked back. that's a great sign. a lot of analysts have $35 price targets.back. that's a great sign. a lot of analysts have $35 price targets. >> and exactly what he said about the antibiotics and the abuse basically of antibiotics. this isn't something where immigrants are coming in and they carry the super bug. they haven't been treated quite frankly with antibiotics the way americans unfortunately are because so many of them go to the hospital as soon as they have a sniffle and it's give them an antibiotic. all of these things do build up. and that's how you build your

resistance to it. so there will be a lot of new development or at least rearranged genes to change the antibiotics. >> meg, thank you so much for coming by. coming up next, tesla getting a bump from bullish analyst note as excitement for the model gchx builds. why are we so committed to keeping you connected? why combine performance with a conscience? why innovate for a future without accidents? why do any of it? why do all of it? because if it matters to you, it's everything to us. the xc60 crossover. from volvo. lease the well-equipped volvo xc60 today. visit your local volvo showroom for details.

lease the well-equipped volvo xc60 today. dentist appointment when my teeth are ready? ♪ can it tell the doctor how long you have to wear this thing? ♪ can it tell the flight attendant to please not wake me this time? ♪ the answer is yes, it can. so, the question your customers are really asking is, can your business deliver?

tonight on "fast money," excitement over the tesla model x sending stock higher. we'll debate whether on buy the electric vehicle maker even as oil falls. look out mcdonald's, red rob ben is going to the front lines and investors are loving it.ben is going to the front lines and investors are loving it. and what if fast money were even faster? some cable networks are speeding up your favorite shows and you may not have noticed. we start off with tesla shares getting a boost today as excitement builds for the model x. check out it tesla versus oil. could we be seeing a decoupling? oil was country about 2%.

if it launches in august and meets expectations, the stock could set new highs by the end of the year. >> and the way it's traded leads to you believe there is room for optimism. he's been steadfast, but -- >> steadfast bull. >> with that said, we thought it would trade did not own to 185. it got close. i think it trades right through. has it decoupled from oil? i don't know. but oil feels like it's stabilizing at these levels for the time being. you get stabilization in oil, tesla gets their 225. >> but there is excitement ramping with the model x. what sparked it, will there are all these potentials circumstance link on the internet that showed the model x in various situations.

but people are getting excited. >> it only takes a that one kind of catalyst. i'd still wait. if you got something close to 200, i'd be much more excited. i don't think it has anything do with the oil. only thing i would say is that the core lagts may actually be justified. because if you look at oil as a glob global indicator of economic activity, and it's going down, people won't have money to buy the teslas. >> what was one of the things that changed the marrinarrative? it was china. so it's a great story. this will be product driven story. model x is at the high end and it's about the mass market. and you just told us, we wpt see that for at least two years abtsz and by then, there will be continues of competition. so you have to be careful about how you buy the stock. >> but that is years off.

isn't there enough for a trade within a two year time frame? >> none of us, none of the folks trading have a two year time frame. >> so is there a trade in tesla? >> the bmw i-3. -- >> i'm just taking the other side. we'll see. >> no horse in the race. >> exactly. nice. time for pops and drops. big mover ares of the day. solar city down 6%. >> guidance wasn't fantastic. interesting when you look at this versus sun edison.

traded fairly nicely. so i'd take a shot. >> pop for priceline. >> today's earnings report, maybe we finally broke a one year long down trend. i think against $1200, you buy will stock. and remember, just because it's 1200 doesn't mean it's expensive. 20 times forward earnings in line with expedia and some others. >> drop for caterpillar. >> shouldn't come as a huge surprise. announced disappointing january machine sales. they missed and guided down. stock went to 80. i think it goes through 80 at some point in the next couple months. not the next country he wikxt c. do they come in and buy a lot of stock as they have done. >> pop for coach, up 2%. >> an upgrade today. stock moved up a little over a dollar on the day. they like the fashion week presentation which was

interesting because almost all the time what we hear is traffic through the stores and new product. they don't particularly focus on the fashion that michael kors is putting out. topeka did. hats off to them. but i'm not excited about the stock. >> can to being odoc is taking . >> they came in today what they had previously had on was protect just below the market. they did that with puts and sold calls against it. so that is somebody who owns an awful lot of stock. they want to hold on to that stock. they rolled that thing out. they bought back their short february calls today. they rolled them out to may. so basically out there four months into the future and they bought puts out there in may, as well. sold the calls to pay for the puts. they're sticking with their 2 million share long. it was up 11% in the last month. i think you want to run with these guys. >> are you with them? >> i am. bought it today. still ahead, burger wars

heat up. but red robin stock isn't keeping up with its competition. we'll hear from the ceo. plus we'll show you the strange thing some cable companies are doing to keep up with netflix.

watching shares of noodles. they have accelerated losses. now down 24%. you can see moves are down towards after market lows. company did report both earnings ap sa and sales that missed estimates narrowly. they see 2015 earnings per share growth around 20%. that misses the average analyst estimate of 27%. company did also say the ceo saying that they are ramping up spending on advertising in 2015. to build brand awareness. so right now noodles shares, cooked noodles, whatever it is,

shares pretty bad. >> dom, thanks a lot. for this trade we go to brian kelly. >> i think you stay away. 109 revenue versus 110. i've cut back on the carbs myself. i don't being i accounted for all of that, but -- >> dan thinks you did. >> but i would say stay away from this name. just go to the store and have the noodles. mac and cheese is great, though. >> from noodles to burgers. red robin trying to keep its menu fresh rolling out the hangover cure burger. and now the wild pacific crab cake burger. and it may be working. red robin is outperforming traditional fast food names. mcdonalds drug link s struggli sales. steve carly is joining us. great to see you. thanks for the food you brought onset. a lot of analysts are skeptical.

your stock trading just a couple dollars off its 52 week high, but they're saying there could be limited multiple expansion simply because you're in a period where in q4, 1'13 kate1' roll it out and big gains and now a more stagnant period. >> we'll go to the formula that has been working well for us so far. we'll lead with value, which is the $6.99 red tavern double with bottomless fries. we'll talk about the angus beef burgers and getting consumer as chance to trade up. this year we have new news around our remodel program. we'll do another 120 complete brand transcript formatiinfor t top devices will drive interest.

>> you you mentioned value. does that mean you won't be raise prices? one analyst says beef costs went up 20%, but menu pricing 1.5%. ? one analyst says beef costs went up 20%, but menu pricing 1.5%. >> beef is a significant issue and it won't be fixed in the short term. but we did a consumer research study concluded that consumers aren't excited about paying more for the same thing. so we looked to might ed ted t increases. >> does lower gas prices help? >> early on, we didn't see that consumers were spending their savings. they were savings money and paying down debt. but recently i saw data that indicates restaurants as a sector are benefitting from the increased discretionary income consumers are getting from the lower gas prices.

so that's a tail wind. >> also about the new crab cake burger which you're offering during the lenten season. we have a couple onset. basically interesting because you invited the pope to try it at one of your restaurants and if the pope does rtry it, everybody will get free crab cake burgers every friday different lent. i'm curious if you heard from his holiness. >> we did give him a divine invitation. we have not heard from him at this point. >> well, if the pope is watching "fast money," call steve carly. all right, great to see you. thanks for your time. >> thanks. >> you can see the pope driving up in the popemobile in a drive-through? >> can you imagine? >> august quarter was awful. stock went from 80 down to 50.

if it tips to hold the $80 dollar, it's probably taking it to the next level. but 100% break, you pull the rip cord. >> i would add what he was saying about the cheaper burgers, not passing the cost on, that's bad for mcdonald's. it seems like mcdonald's has competition from everywhere. i think mcdonald's existing product offering is becoming less and less compelling. so i stay away from mcdonald's. still ahead, fast money too slow for you? we'll tell you why some cable companies are speeding up their programming right after the break. 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

in our house, we do just about everything online.

and our old internet just wasn't cutting it. so i switched us from u-verse to xfinity. they have the fastest, most reliable internet. which is perfect for me, because i think everything should just work. works? works.

works! works? works. works. move set off a flurry of bullish activity in the option pits. p. >> i'll even take it a step further. it might have been options activity that caused the stock to move. this morning options volume was hot, but six times average daily volume. most was on the calls. early in the morning when the stock was about 2457, there was a buyer of the february 27th next week weekly 24 calls. a lot of premium for short dated calls in the money with no

scheduled events. that's one reason doctwhy we highlight some of this activity. when you look at the chart, the company reported last week the stock popped on the new, but it's threatening a breakout. and i'll just take it a step further. we've been talking about nasdaq 5,000 a lot. this is the 15 year chart. this is on the brink of a massive breakout. so if the rumors are true, people expecting hundreds of millions of dollars of cost savings in the first year. this coulding a cataly ing ingi for the stock. >> for more options action, check out live show 5:30 p.m.. there may be a bit more fast talking on cable a tv than in the past. networks like tbs and tv land are speeding up syndicated shows in order to squeeze in more ad

time. one youtube user made this video by comparing a rerun from 2013 to ten years aerlier and found the newer clip had been sped up around 7%. so we decided to test it out with our own show. we figured with more time, we could give you you more trade, flight so shearhere is a clip sp by 7%. you have to really push it. here is sped up by 50%. imagine how many more trades you can get through if the whole show were that fast. >> you should try that on fridays. make the 30 minute show like 9 minutes. >> what did you do with the balance of the time? i don't know, hang you out. >> great for the network. >> it's like the cereal boxes. you get a 16 ounce box of

cereal, now it's down to 12. >> you squeeze if n. more n mor make more money. you say make less money? >> you're missing the point. >> i guess what you're say, but looking at it from a trade perspective. >> okay. i don't think anybody notices that there is that much of a difference. so you squeeze more in. that being said, though, i think it highlights the fact that things are changing so rapidly in this space that really the only place to be is to be content producer as opposed to distributor. >> did you feel like you were watching mom and dad fight? >> yeah, it was a little uncomfortable. >> with live tv, to my knowledge, you're not speeding it up. >> no, you can't. >> live is live. but you could imagine on the replays, and you see to a certain extent with the nfl network when they're just showing you the scoring plays and so forth, how fast that is. not just the players are fast, it's that they speed it up.

coming up on "mad money" tonight, cramer has an exclusive with the giant perrigo. plus his take on the chaos in crude including a hot stock that could keep sizzling on cheaper gas. all that and much more ahead on "mad money". you, my friend are a master of diversification.

who would have thought three cheese lasagna would go with chocolate cake and ceviche? the same guy who thought that small caps and bond funds would go with a merging markets. it's a masterpiece. thanks. clearly you are type e. you made it phil. welcome home. now what's our strategy with the fondue? diversifying your portfolio? e*trade gives you the tools and resources to get it right. are you type e*?

a 401(k) is the most sound way to go. let's talk asset allocation. sure. you seem knowledgeable, professional. i'm actually a dj. [ dance music plays ] woman: [laughs] no way! that really is you? if they're not a cfp pro, you just don't know. cfp -- work with the highest standard.

time for the final trade. >> big in the w. >> nasdaq going to 5,000, i think microsoft will fill in the earnings gap. >> defense stocks still on fire. >> and we have guests here tonight. >> we do. special guest. >> in from syracuse, new york. mr. and mrs. dan nathan. there they are. >> they're going to see beautiful down the street. >> nice looking parents. dan must be adopted.

>> dan has a twin. looks nothing like him. >> we'll check the hospital records. facebook going higher. >> thanks for watching. tomorro. happy new year to those celebrating. "mad money" with jim cramer starters 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. 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 save you money. my job isn't just to entertain but to teach, coach and educate. call me at 1-800-743-cnbc. or of course tweet me kindly @jim cramer. in sports, we demand coaches who want to crush the opposition.