with melissa lee and the gang. what's on tap? >> monster beverage has had a monster run. it's about double in the past 12 months. up big in today's session. we have an analyst who says it's going to keep going. >> this i've got to hear. live from the nasdaq market site, i'm melessa lee. tim seymour, steve grasso, brian kelly and guy adami. monster move, monster beverage soaring today. an analyst says it's not too late to get in. and nike and underarmour could see big moves on monday morning because of a big conference going on right now. we'll take you there live. first the february pop. the s&p and dow having their best february since 1998. the nasdaq having its best february since 2000. where do you still make money in

this market, particularly as it starts to look like perhaps the market is getting a little tired? >> i think you can still get those. everybody is talking about the bubble in biotech. big pharma still works and some of these selected names. maybe mcdonald's finally getting out of its way. gmcr showed its hand when it sold off off the earnings. coke came back. specific sectors and specific names. >> b.k.? >> u.s. focused. looking at a stronger dollar for the next quarter or so. i'd say iwm. look at some of the small caps. if you want to play it broadly, i'd go with the etfs. >> i think the dollar may or may not go higher, but i think the euro -- the euro is where we're seeing upgrades and the currency tail wind is something to expect. industrial names but i also like

some of the banks. and the big telco names paying big massive dividends are starting to play them again. europe is still the market outperforming. >> you said the market was getting tired. you have to go back to utilities and stay on shorting energy, selling energy. >> you never left utilities. >> i'm still in southern. when you factor in the over 4% yield it pays to sit there and harbor it out a little bit. i'd stay short or sell some energy names. i'd still be long in energy is refiners. long utilities and refiners and hide out and play around. look for bargain basement prices in apple and google. >> at a time like this where we're close to record highs, and it looks like we're petering out a little. maybe i should be in some of the laggards. look at a mcdonald's and general electric. these are name that had not done

well and have perked up. is it because we're seeing the search for the next leg? >> i think there are specific stories. maybe mcdonald's finally figured stuff out. it got so bad for them it forced them to make the important changes. general electric there's been some big call buying. pete talked about it the other day. i'm not a big believer in buy the laggards because they'll catch up. historically, it doesn't work. >> ge even coca-cola and gm from last year. what's happening in all these places? there's a need for change and either rumors of activism going on. these are all places you have companies that are starting to break out of the somber. gm is doing well operationally. coke is beginning to do that. i think these are names you can stay in and you are paid a handsome dividend. it's the multinational trade where we've priced in a lot

doct dollar, and we know that. >> i wouldn't read too much into today's actions. guys were taking a lot of money off the table. next week will be a big week for directionality. our chart of the day. b.k. made it over to the smart board. the dollar and oil. beakers? >> we talked about the dollar getting stronger. the dollar versus oil. back in 2007, right? so today looks exactly the mirror image of this. let's start with 2007. this is oil. the dollarweaking. then the fed comes along and cuts rates. the unintended consequence of that was you had an undersupplied oil market and oil just absolutely ripped and hit record highs. let's fast forward to today. we are looking at oil in the orange again. oil is an oversupplied market.

the fed here, this is where the fed started the taper. the dollar has taken off and oil has cratered. this is the story of 2015. as long as the fed continues to threaten to raise rates, to normalize rates, the dollar gets stronger. commodities get weaker. oil in particular gets weaker. >> a couple of weeks ago you were talking about a weaker dollar. what do you think the direction of the dollar is. i get the inverse relationship. i don't think it's rocketing up to 102, 103. >> about two weeks ago, a fortnight to everybody else on the metric system i talked about. it didn't materialize. i thought it would. january 23rd was an important high. i thought we'd get a nice direction. it didn't happen. i am wrong. looks like we're going higher on the dollar. >> b.k. thinks the dollar will continue higher.

what about plays outside the united states. forget house of cards tomorrow at least, tim. it's the budget release. >> you are focused in mumbai. it's been rallying up 1.7% last night. prime minister modi is infusing enough hope into this indian economy it's going to be the best performing growth market in the world. expectations are they'll announce they expect to grow between 8.1% and 8.5%. they are the new china. they are the iron bric. a lot of news has been put into this. india is a market up 38% year over year. the banks to me are the best way to play what is going to be construction growth, housing growth. hdb, ibn, icic bank. it's a very good bank. ways to play india. all emerging markets are not

paid the same. india has been cranking. no inflation. talking about very good for india. >> these are huge. they were talking about the pledge to build 15,000 megawatts in india by 2020 because of prime minister modi. they are not only benefiting the indian stock market but u.s. companies that could stand to benefit by winning companies there. >> stis stock has been up 20% the last couple of weeks. how much more does it have left? just looking not that these trade technically. against 60 becomes is where it had trouble with in mid to late jan. maybe you can get 60 and hope this ride continues. coming up next, one stock that's up 98% over the last year. an analyst says it has room to run. we'll tell you what it is after the broadcast. and apple is coming up with

an app to replace your car keys. over the next 40 years the united states population is going to grow by over 90 million people and almost all the growth is going to be in cities. what's the healthiest and best way for them to grow so that they really become cauldrons of prosperity and cities of opportunity? what we have found is that if that family is moved info safe, clean, affordable housing, places that have access to great school systems, access to jobs and multiple transportation modes then neighborhood begins to thrive and really really take off.

the oxygen of community redevelopment is financing and all this rebuilding that happened could not have happened without organizations like citi. citi has formed a partnership with our company so that we can take all the lessons from the revitalization of urban america to other cities so we are now working in chicago, and in washington d.c., and newark. it's amazing how important safe affordable housing is to the future of our society.

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. ♪

go pro getting hit hard today, falling 6%. this after we spoke to one analyst who said the soon to launch camera could be the nail in the coffin for go pro in asia. >> we think if they launch a camera, they'll take a big share against go pro. showme's camera will cost you $150 and go pros cost $350. so this really puts the kibosh on go pro's strategy for asia. >> if there's no international growth or limited international growth, what does that do to the multiple? >> it's going to shrink. the stock has been more than cut in half since september, october. down 30 something percent year to date. was it a hardware company or social media company? seems like they are losing in both. there's no barriers to entry.

on top of that, the social media company, youtube owns the space. they aren't profitable but can turn the faucet on. >> the reason we had andrew on, if google can't do it with youtube. >> the problem is when you say youtube can't do it. they earn $4 billion. they aren't doing it right now but they are creating an infrastructure that can be more productive going forward. they earned $4 billion. that's doing something. next up, new details on the apple watch from tim cook. the watch's battery life will last an entire day and charge faster than an iphone and it's designed to replace your car keys. the company had a chip that could be used to help cars communicate with cars and wearables. >> our focus as a company is

really focused on trying to drive the smarter world. a lot of people talk about the internet of things. we broadened that to include wearables and the connected car and talk about the smarter world. >> as apple approaches these levels, many on this desk are skeptical about where the stock can go next. >> i've been skeptical for a while. probably not the best person to ask. >> perhaps there's another way to play the apple watch. >> nxpi is interesting. but that stock has had a ridiculous run. here's a stock that had a 50 handle in november. traded up to 85-ish today. i don't necessarily know that's a stock you want to go piling into. i'll say this about apple. they keep rolling out all these new initiatives. march 9th? and tim mentioned this as well. now they are at a level where it needs to prove itself. they need to say something extraordinary, i think, to get

the stock to the next level which is probably 150. monster beverage soaring 13% on blowout earnings. the energy drink mare is up in the last year. mark astrocam raised his estimate on this. you have said that these blowout results make it more likely that coke will buy monster outright. when do you think that happens, if that happens? >> i can't tell you an exact timing. >> within the next year? >> the margins are leveraging. that's part of the reason the company wanted to take a 17% stake in it in august last year. that growth is appealing. >> what are some barriers to coke actually doing this, in terms of how much a percent they could take. >> there's a standstill on the deal. it hasn't closed yet. the stock has doubled literally

since the deal was announced in august. about $71, $72. now $142. coke's investment looked awfully good in hindsight so far. >> monster has major international growth. coke is a major distributor internationally. do you think this gets to a place where it starts to move the needle in coke? coke is up big today. and do you see monster being something that we know what coke does for monster. what does monster do for coke? >> i think it's relatively small but if you go into a more microlevel, the bottlers love being in business with monster having that as the core energy drink going forward. there were issues previously about having two different companies with energy drink brands. coke enterprises in western europe had the coke brands and monster brands but having a one-system strategy of one energy drink company, one energy drink brand or portfolio is going to make a difference.

>> i was surprised how much cash they have. 683 a share. do you think we'll see a research? >> they have about $1.2 billion in cash balance sheet at the end of the year. they'll bring $2.15 billion in cash from the coke deal when that closes. $3.5 billion in cash by some time in the second quarter. our math says free cash flow about $6 billion by 2017. to put that in perspective, about 21%, 22% of the pro foreign market. they've not wanted to pay dividends. i think you'll siee that again. >> mark, thanks for coming by. >> do you like this? >> it's hard to say buy it on monday morning because it's had so much of a run. you aren't being lewis and clark of discovering anything with this name. there's probably a bid under it. you have the potential that coke comes in there. if you are in it, ride it, but

don't buy it monday morning. >> i will still say it has to close above 45, where it's had trouble a couple different times. technically, looks good. it feels like it wants to do it. above 45, it takes you to a new rate above $50. a news update on uber. >> uber sag it's begun alerting drivers about a data breach that's impacted approximately 50,000 drivers across multiple states. the breach occurred last may. they began investigating it in september letting their drivers know today that only their names and driver's license numbers were accessed. to date, uber saying there's been no misuse of the information to their knowledge. and they are also allowing the drivers a free year experian alert monitoring membership. >> kate rogers, thanks. coming up, we're going live inside the conference that could make athletic stocks big movers.

♪ grind virtually any kind of food waste into an unending source of electrical power for a city? when emerson takes up the challenge, it's never been done before simply becomes consider it solved.

emerson.

♪ can only mean one thing. the sports analytics conference taking place. with more details on the sports stocks to watch, is eric, aka ice. >> how are you doing, guys? it's been really interesting conference here. i feel like i'm not that far from the "fast money" crowd. there are a lot of professional

gamblers floating around the halls. a lot of them looking at the topics like legalized sports betting, what does it mean for daily fantasy. in terms of what you are interested in, actionable trades. there's real verifiable evidence that stocks from sports related companies, they actually go up much more often than the s&p 500. if you look on monday and are looking for one-day gains, look at guys like dick's, under armour, foot locker, columbia sports wear and nike. they are among the sports related stocks more likely to pop. they always in general beat the s&p 500 in terms of how often they go and the amount they go up. these are things to think about. a lot of media here. a lot of buzz and topics that may play into the markets. >> what are some of the hottest topics in terms of products. >> the wearable technology.

booth in, booth out, everybody has a wearable thing from rfid that are implanted on nfl shoulder pads. you are seeing wrist band things that help people get into events quicker. people spend 40% more when they realize they don't have to use a credit card. it's all about wearables. >> ice, thanks a lot, eric chemi. tim, nike is on that list. you're in nike. >> it's a much more diversified play. i don't think they'll get the kind of bounce some other names might and the technology of wearables isn't what's really driving nike. they have margin power, a global business. under armour is an expensive stock trading better than i thought it would after earnings at 50 times, i stay away. >> up 13% year to date. i think they have the biggest potential impact on wearables. nike was there with the original fuel band.

rnd armour has the ability to be a break in the traditional wearable. >> time for pops and drops. big movers of the day. big pop for ross. >> great earnings on this. the chart looks fantastic except for this gap. if you are in it, take some profit, wait a couple days. monday morning, don't go out and buy this after a 7% drop. >> we did something on yum brands about three weeks ago. >> that was yours. >> that was mine. take profits around 80 bucks. more people think there will be activist activity on the board. take some profits here. we talked about it, the stock was up 5% in the after hours. an opportunity to sell to the full year guidance. it did turn much lower. to me it feels like it's the next leg lower to push down this $25 level.

bernstein was impressed the way nan prices are holding in there. next week you'll have tech media, telco conference. morgan stanley's conference. all these names are probably going to pop. and a pop for the cool baby. bizarre new kickstarter project aims to make drinking a cold beverage in public as easy as taking money from the baby. it's a thermos inside a doll. his raised more than $18,000. it's hoping to crawl its way to a $70,000 goal by tomorrow night. you screw the head off and drink out of the baby. >> it's like the concert diaper where you don't have to leave the space you're at. >> what kind of concerts -- >> might be in the mosh pit. >> you're in mosh pits all the

time. ides li i'd like to see that. programming note on monday, squawk box is asking the annual ask warren show. do you have a question for warren buffett? post it using #askwarren. twitter, facebook or instagram and tune in to squawk box at 6:00 for his answer. time for the final trade. tim? >> europe continues to go high. the best way to play it, fez. >> micron in the same theme as sandisk. micron. >> beakers? >> not a typical one for b.k., but i like the catalyst coming out over the next couple of weeks. a good risk/reward. >> guy? >> i don't know if i'm allowed to see this, but brian kelly is going to make an oa appearance coming up. that is hot. >> it's going to be big. >> stay tuned. >> what's your final trade? >> gmcr.

say something positive. they have. stock is off to the races. that does it for us on "fast money." catch us back here monday at 5:00. don't move yet. "options action" is up with a $7 million bet that ge shares will rally 30% this year right after this break. stay tuned. about retirement. a 401(k) is the most sound way to go. let's talk asset allocation. sure. you seem knowledgeable, professional. would you trust me as your financial advisor? i would. i would indeed. well, let's be clear here. i'm actually a dj. [ dance music plays ] [laughs] no way! i have no financial experience at all. that really is you? if they're not a cfp pro, you just don't know. find a certified financial planner professional who's thoroughly vetted at letsmakeaplan.org. cfp -- work with the highest standard.

live from the nasdaq market site, i'm melissa lee. >> the money is coming your way, you don't ask any questions. >> well, frank, we have one. how much does "house of cards" matters to netflix? >> how fast of ge shares rising? >> go! >> and you won't believe how high traders see it going by next year. and something really strange could happen to microsoft. not that strange but we have a scary chart that has traders on edge. the action starts now. >> check out apple, microsoft, google and facebook, the ns