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tv   Fast Money  CNBC  April 6, 2015 5:00pm-6:01pm EDT

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>> i'm going to look forward to the day when we don't talk about ben bernanke or -- or the iwatch. >> that does it for us. "fast money" is coming up in just a few seconds. melissa lee, i'll send it right over to you. it's time for "fast money right now." >> i'm melissa lee. here's what's on the fast track tonight. tesla stock soaring on the back record sales in the first quarter. is this a rally to sell? we'll debate that. >> elaine wynn sending an open letter to shareholders. we've got the details. and fast and furious here on the desk. we'll tell you which stocks we're furious at. it looked like it could be an ugly day after friday's weak job reports but this morning's comments from federal reserve
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chairman bill dudley sent a reversal of about 1.5% on the session. >> it was all sessions go. 9630, which is a little on the dixie on the way down. as it's been weakening, it's been running out of steam. some attribute it to the euro. at the end of the day risk assets are still alive and well. look at emerging market, 41-50 are levels it's been difficult to get to. we talked about this april window. it's a seasonal time. the dollar still has ammunition to go lower. >> pete najarian, what did you make of the volume? >> today we're under 13 million in terms of option volume, been averaging closer to 14 all the way up to 16 million over the last couple of months. that part stuck out to me.
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the fact that the volatility did get pushed down to 14, i i would say anything under the 200-day moving average is a buy in terms of volatility. i'm not talking about buying the vix, i'm talking about buying buying protection. when we get underneath there, that's when you want to buy that protection. >> and you have done that? >> i've done and that and independent goii'm going to look at it tomorrow. i don't trade on my longs very office. there's some vol tifl stuff going on. -- volatile stuff going on. >> she's just finishing my sentences here. >> aw. >> that goes back to why would you own bank stocks in this department? you need rates to go higher. if rate hikes are pushed out, i don't see given this environment why you would own banks.
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i know karen disagrees here. let's remember what the markets are cheering here on a low volume day. they're cheering the fact that the economy is not doing as well as people thought it was last thursday. i think that's really important at this stage of the game with really the s&p you talk about it's really been grinding here between 2050 and 2100 for a few months now. it can't break out because the data doesn't suggest that things are healthy enough to break out. that could be the sort of thing where i'm not saying you want to buy that breakout, you may not get it with the volume and excitement that you want. >> my view the markets are celebrating redistribution or reallocation or looking at trades which were so overdone. again, look at emerging markets, look at commodities, look at you're. these are places where for the last year and a half, for the better part of the trading, marginal dollar was going away from these places. financials because of the valuation and because there largely are underowned and
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because of banking trends, we all know nims are not good. >> so trading meaning volatility is going to -- >> sales and trading, we've gotten some hint already that sales and trading trends are better, the money center banks will do better than regionals in this environment. i think they're set up okay. >> i agree. let -- let me ask you, dan, to take the other sood ide of what you' saying. i would argue banks in the face of that were flat. >> well, they're not. the two bank stocks you own that you gave on your final call the other day they're down on the year in a market that's flat or up. there's a reason for that. i'm not saying go sell your banks. they are cheap. they're always cheap. think about it. you talk about the delta between 1.2 book or 0.8 book. it really doesn't matter at the end of the day.
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>> 0.4 book swing -- >> understood but the three names that you own, that's the spread they trade in so it doesn't make a whole heck of a lot of difference. the banks are fine to go. if you get the rate hike, they're going to go higher. >> the bot lom line is you're saying even without a rate hike -- >> they didn't respond to what should have been bad news for banks. this is a strong sign of allocati allocation. >> gold up more than 1%. our next guest says it might be more than a temporary pop. let's bring in dennis garvin. is this basically a call on u.s. dollar? >> it's a call on gold itself. gold is getting strong in all numbers of currencies. it's been strong in euro terms, it's been strong in yen terms. clearly gold will do better if the dollar were to get a bit weaker in general terms, but i much prefer being long of gold in non-u.s. dollar terms. i think gold has turned for the
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better. i'm not a gold bug and i really don't like the gold bugs. i'm not a believer that the world is coming to an end but it's fascinating to me that gold has done better in the course of the past several weeks, even as grains were comingnd pressure, gold was doing better and now gold has turned to the upside. it's impressive that it's a called on gold itself, not on the dollar. >> certainly since we've got i don't know some peak in the dollar in the dixie in had short-term window here which has been very good for commodities as well, what's the timeline on this call? it's very important. my argument is simply, okay, maybe gold can trade to 1280, possibly 1300 but it's range bound. once we get back on this dollar ascension, you're going to be in a place where gold is probably closer to 1100 than 1300. >> i disagree.
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i've been bullish on gold for 13 monies and it has been not just an overnight bull market. in terms of other currencies, gold has been in a very clear, very substantive and i think well defined bull market. if you're only a trader of gold in dollars, it has been a less than enthusiastic position to have held and i've had no interest in gold in dollar terms. but in the other terms, it's been a bull market for nearly two years. that's hard to argue with. >> dennis, it's karen. what did you think of the move in oil today? i know you've talked in the last week or couple of weeks about maybe we found a bottom. tell me what you thought of the oil move today. >> very impressed actually. you had to have been. the term structures have turned much for the better. some of that may be solely attributable to what's going on with iran, but when the term structures change, you have to pay attention to it. you've broken down trend lines. the oil stocks themselves, especially some of the ones
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related to frackers have done extremely well. i think the bottom is in for the oil market at least for the near term and maybe a long period of time. we didn't make new lows, we held $42 and the term structure kw quietly turned. the front months began to gain on the back months. i pay attention to it. i think it's more than a one off, one-day iran imbalance. i think this is important. >> dennis, great to see you. thanks for your time. >> pete najarian, do you buy into the idea that the bottom has been put into oil? >> i'm not so sure we've seen the bottom yet. you were talking about ranges, talking about the s&p. i look at the range we see in oil, 48 to 52. we're closer to 52. i do like the way integrated names have been trading, conco
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phillips, exxon. nugt, it's a triple. that's when you're talking about gold, talk about gold miners, you guys talk about trading. that's a trading. not an investment tool because it's a triple leverage eto. >> wow. >> from a trading perspective, that's what you want. i'm with tim. i don't know long term that gold is ready to go firing off to the up side. but from the short term, to dennis's point, maybe we see lifting there, i think some of these miners can do well. >> we have a news alert. jane? >> the hell hath no furry, it's one of the strangest proxy battles. the wynn board does not want elaine re-elected. she's been suing the company because she cannot vote her shares independently of him. there are limits for how she can
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sell. the board wants to elect two incumbent share members. it's being suggested they doesn't vote for any of them, they've done a lousy job, especially in steve wynn's compensation package. you're not married to steve wynn two times without having a back b bone. she declared herself with intimate knowledge of the company, who knows the company and said "i find it disappointing the company has spent so much time trying to tear me down." what does her ex-husband thing? he has not said anything publicly but he's chairman of the board and the board want her out. the votes will be counted thursday. stay tuned. >> jane wells as wynn resorts
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turn. >> dan nathan. it's been a brutal trade here. >> it was as low as 120 over the lafew weeks here. maybe mr. wynn should is a little contest on his board for some other opposing views. i'm sure that board is stacked with his people. as the stock overshot on the up side last year, last week we highlighted if you were looking at the shanghai composite as strength, you may be getting the wrong picture. wynn may be telling you something else. i'm not sure you jump here at 130. >> i think the bar is very, very low going into first quarter earnings. i think you teake a look here. >> a rally worth selling. is this an opportunity to sell the electric car maker? >> and as the new "fast &
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furious" movie sweeps the box office, fast is getting furious as a few different stocks. find out whiches ones coming up.
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we have a correction to make
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regarding the wynn shareholder vote. that vote will take place april 24th, april 24th for the vote. >> tesla said it delivered more than 10,000 model s cars in the first quarter. it beat its expectations and on peace to far exceed the number it shold in -- sold in 2014. >> look at that s car go. >> ah! >> the stock has traded very poorly. to me let's see what the margins are when they report. i don't think there's any reason to be overly negative with the stock. the stock has been a sale on rallies for those of you who like to trade. that could be a trade into that april 30th announcement.
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i don't think you go and run in and buy it on a 7% up day. if it can make a bottom between 180 and 190 -- >> it's tesla's 50 day moving average four times this year. it failed the three other times. it will be interesting to see if it actually can stay above. you hate the stock. you've always hated it. i don't know why i go to you. >> i feel some vindication. it got to a lovely where you've taken a lot of the fluff out of the stock. it would not be a stock i've chased. i think it sets up for a fail. i think it's proven that they pushed all the numbers out to the future and that's a place where i sit on the sidelines. let's wait for a real number out of these guys -- >> isn't 10,000 cars a real number? >> a lot of things have changed in the message in the last section months. i'm not sold. >> if i'm a trader, i'm looking at the numbers for 2015, the
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numbers for 2015 is 55,000 vehicles and they are on track in the first half. >> from a technical stand point, the moving day average, it failed, it failed, it failed. closed above there today once. is that sustainable or is that going to fall back right underneath it? >> are the options priced to -- >> they were extremely low but today -- right now they are not going out into the future at all. >> next up, microsoft. a solid day of after well fargo upgraded on microsoft, saying it likes its mobility and the cloud. >> it's too early to say. the stock hasn't gotten terribly
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cheap here. i think the dollar is a head there wind we need to play here. i don't need to jump in on this upgrade here. nothing's changed yesterday. >> $46 to $50, 46 being the most recent high set a few months ago. it's saying the most recent high is the best it's going to get. >> it says he feels as if they've already priced in the currency headwinds. and the margins, earnings going forward is another one of those. feels like those reductions are already priced into the stock here. i think the focus of the management has gone in the rice focus. i think they can grow there. the subscription model is another area that i think is great. i think this is another $45 stock. >> qualcomm getting a downgrade
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to market perform from outperform. also cutting its price market from 72 to 80. it's a tear down as chipworks.comes says the chip work does not contain the qualco qualcomm modem. chris, you said the teardown was a neutral. what prompted the downgrade today? >> there was one teardown and then there was one spec on an at&t site and they were involving different skus on models the. first was the teardown that came from our partner chipworks. that was a negative for intel as samsung replaced many of the intel parts in that phone.
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the second was the spec we got from the at&t side that said they were going to use the shannon 333, which is samsung's proprietary there. at&t has been traditionally a qualcomm shop. for us that was a hit. we'll be showing that samsung is trying to do a lot more of these bits and pieces themselves. >> basically it sound like and from your note it sounds like you're concerned about this deteriorating position that qualcomm has in its base band business? >> correct. and there are like five other parts you're also going to get. qualcomm is at risk of losing perhaps as many as six parts if they lose the base band. >> you mentioned the galaxy here. that was obviously important for them. there was rumors a few weeks ago in the market that apple was actually going to drop qualcomm in the iphone 6s or 7 when it comes out in the fall.
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what are you hearing on that? and does this move by samsung change anything? >> yeah. so there's still no more clarity on the iphone and whether they may use a competing base band from intel, for example. but what samsung did here was prove that they can move outside of just south korea and start addressing base band in other geography. so it is a little bit worrisome. the great lead that qualcomm has had traditionally may have narrowed a little bit and samsung's own proprietary base bands may be proof of that. >> it's a benefit to broadcom. it's been at the same level that it started the year, 43 and change. this is finally going to be the breakout you think? >> yeah, broadcom was up almost 50% last year. it was one of the best
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performers in the stock. i think a little digestion is fine here. at the same time we saw a new part in the gs 6, which is a combination of two parts that carries higher content. so we think this can help that stock grind higher here and perhaps get a little up side to top line results for the next few quarters. >> chris rolland, thanks for calling in. >> he said intel. that's a name at 31, that's all priced in. some of this being priced in, i think there's up side. >> so would you rather rather is intel? >> i don't know about rather rather but i'll rather qualcomm. as disappointing as it is, it's an anchor on the stock and i think it supports you around
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$63, stock's at 67 and changes. if you look at the dividend growth and cash on the balance sheet, a lot has been balanced in and i think the news is in the price and until we hear they're out, i think they're in. >> up next, traders on this desk are certainly fast but today they're also furious. a look at the stocks that have these guys up in arms. and a big day for crude, back above $52 a barrel as saudi arabia said it going to raise prices to asia. a look at the ways to play the volatile oil trade. >> when i'm "fast money," it's a complete rush. it's all about the trade. >> when i come to the show, i spread the facts. >> everyone on the show is a professional trader. >> we put our monday where our mouth is. >> we're always trying to look for what's the next trade, not what is the obvious trade but what's the trade that nobody what has it and a look at, nobody has put on that you can put on tomorrow.
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this time it just ain't about being fast. let's get to work. furious 7 came in hot this week, taking the top spot at the box office. we know our traders are fast but we wanted to see which stocks the traders are furious with. we started with tim. >> i'm furious and long, which makes me doubly long, avon, avp. it always was a secular, e.m. consumer plays, roughly 70% of their business, 41% latin america. yet they've been too focused on the u.s. business the last year and a half, two years. it's distracted the company and cost the company cash flow. they need to get back to business. they need to not worry about righting the ship as they need to go to latin america. we node whknow what the head wi. brazil will be better.
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they need to reinvest in sales and stabilize what have been some of their distribution channels that they're starting to lose competition. it trades at 50% to its peer group. i think the worst is over but i'm furious right now! >> and long. and staying long. dan, what are you not furious about? >> yeah. >> this company, ali baba, this is a company that contemplated going public in china, it is a chinese-based company, they were listed at one point before the financial crisis in china and then delisted. they brought more than 2 billion shares to sell to america of a company that really no one knew about other than institutional investors before about seven months ago. to me they had this lock up. people are selling. they sold in front of it.
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>> that made me angry, too! >> the stock can't get out of its own way. the there's another billion shares lock up here. there were very few opportunities to buy this stock above the price it opened on. a lot of people bought it from 90 to 125 and now it's at $82. >> are you long on this? >> i'm not long. i'm just furious. >> i think this stock is going to trade 68 back at its ipo price back in the next six to eight months. >> karen, what are you furious with? >> i'm for frustrated. >> there's fine. it begins with an "f." >> google. >> oh, yes. >> i love the business, what a great business. it really is extraordinary with a very, very big move but the balance sheet, the $58 billion of unused cash that just sits
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there earning nothing is really, really frustrating as a shareholder. they can do so many things that are much better for shareholders. they can do a buyback, they can do a dividend, they could do both, they could also pare down their expenses. i understand they need to spend money and things doesn't work. for example, you think about google glass. didn't work. that's okay. some of the other things -- >> balloons. you need balloons to spread internet access. but they have cash to give back. maybe you need a carl icahn
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person. >> it is not being financially disciplined. it's the opposite of that. >> pete? >> i got one where the management has me pretty furious. >> furious? >> furious. let's go back one holiday quarter for ups. they had problems because they didn't have enough capacity. they didn't manage that very well. this past year now they come into the holiday quarter again and now the expenses go through the roof. this is in front of an improving economy. you've got fuel prices coming down, everything should be working in their favor but management for two straight years the holiday quarter completely screwed things up. so what i like, though, is now at these levels i think there's plenty of up side for ups can turn back but it might take all the way through q3 -- >> so you're furious and long
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ups. >> let it out, pete. >> it's been frustrating. these guys did a poor job and completely reversed which direction they were doing a poor job on. >> still ahead, wisconsin and duke may be playing tonight for the championship game but we're all fired up about the economy final round of our "fast money" facebook versus paychex tournament.
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. still ahead on "fast money," live from the nasdaq in times square, oil rallying today. we have someone who says $90 for oil is still a think of the past. and could paychex be the si cinderella story of the tournament? and dan nathan willin ve will u option coming up. >> our next guest thinks oil is headed to $60. he's got the best way to play oil's climb. let's bring in mike kelly.
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mike, always good to see you. >> thanks for having me on. >> so it will hit 60. is that going to be the new average for oil for this year? >> yeah, maybe not for this year. we think it ultimately gets there. but we do think the thought that oil is going to snap back and go back to the heyday of 80 to 100 is a thing of the past, especially with service cost dough kle declines coming down up to 30%. these operators here in houston are getting really, really efficient and good at drilling their wells faster and increasing recoveries per well. they don't needed 100 per well to make profits. the high quality guys don't. there should be ample supply at a lower price point. >> do you think that move to 60 is more driven by supply side or demand side moving or both? >> it's probably a little bit of both. we've seen that things are happening as they should. gasoline demand up nicely year
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over year. i think we're approaching close to 9% year over year and we are starting to see some of these major basins, you know, really start to roll over here with the rig count cut. basically low price is secure for low prices and ultimately we should start to see that trend back towards $60. do we get much beyond that? our long-term forecast is 70. we think there's a number name to make a great living at 70 and a number that are going to be hurting at that price. >> let's get to your new picks. gulfport and diamondback energy, which is the ticker symbol fang, which is a good simable. >> you got to be able to make return. at $50 and 60 environment, both gulfport and diamondback certainly do that. we do think the focus is going
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to turn to 2016 and that has been really kind of the big unspoken topic here. you've had these companies all come out and cut the capex budgets. that's implications in 2016. it's dead money if you're not growing in '16. both of those money have prolific growth profiles in '16 and beyond. >> i have to get an update on your grandma, mirnyi. you recommended contra when you first came on our show and you told your grandma to invest. there she is on the left. she's adorable. it's had a rocky ride. since the second time or last time you were on in february, it's only up 5%. you stick with that? are you telling mernie and her
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friends to rotate into gulfback? >> well, concho, i think the wind is at its back this year. they have this new way of drilling and completing their wells where the first 39 wells they brought on are 75% better than they were a year ago. that's massively important. i think you'll get more v validation. you. >> got to take some off the table. if it goes down for your grandma, you'll never hear the end of it. >> are they taking profits? thanks for joining us. say hi to mernie and the gals. >> i love that they're rocking the t-shirts. >> let's talk about the idea of 60 being the new normal.
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>> i thought you were talking about his grandma. >> no, i meant $60 a barrel. >> he makes a very good point that the capex points need to lead to production growth. if you want to play in the u.s., you have to go to the best balance sheets. apc, what worries me most about this country is everybody likes it. i think this is well positioned to actually take market share at this time, apc. >> just quickly, gal to gal, karen to mernie, would you tell her to trim some profit, up 27%? >> he said she's a long-term investor. i'm not sure what her time frame is. >> hey! >> you've got your friends in it, that's great. >> time now for pops & drops. >> dan? >> stock was downgraded.
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they're talking about saturation levels of the total addressable market, talking about traffic declining, we know what's happened, zillow combined with their largest competitor about a month and a half ago. i don't like it here. i think there's room to the down side. this reminds me a bit like tesla. sell rallies. >> pops. 3d system? >> announced a deal today in china. i think all of that is great. i don't think you need to chase this name right now. you can wait. you want to be in the 3d world, go something like the hewlett packard. >> this is a name you could be furious about. this has been all about russia, it has really hurt the top line numbers year over year. a lot of money coming back into it. it is a momentum call. i am careful. i am long. i stay long.
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>> pop form mattel. >> the stock is cheap but it should be cheap. they have a number of issues facing them. they have a short interest of over 20%. this is the deep end of the pool. i don't think you need to be in right here. >> pete is watching a chemical name, westlake. >> it was 54 a share in december, here we are around 73 a share. today what we love seeing in the options world is whether somebody is able to take profits but they still want to stay in the stock. they were selling the april 70 calls, buying the may 75 calls, about 5,000 total in that trade. a lot of folks made the ride to the up side, had a great ride, now want more, expect more. i like this trade. i tried to get in it, i could not get in it. i don't want to chase the
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options. if you can get in tomorrow, i'll be in the trade. >> you are in other chemicals names as well? >> yes. >> we are heading to the fab four round of double dose of "fast money madness." and later facebook v. paychex. who will move on to the big dance?
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it is time for our "fast money madness "tournament where 16 tech names competed for fast money champion. we have exclusives each day on cnbc.com/pro. tonight we're bringing you two matchups to determine which will make it to tomorrow's championship battle. first up, a show double play between the big tech and chip spaces. on one side is apple, which beat out hewlett packard. representing the chip space is intel, which bumped out qualcomm and nvidia. now for the fab four round, two traders will make their cases, the rest will weigh in and this first battle will kick it off
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with pete and dan. 30 seconds on the clock. pete. >> i want to give dan as much time as he can because the 30 seconds, i'll see all the negatives he has. right now, tim cook is mike krzyzewski, mcdonald's is all americans everywhere. look at all the products where everybody is the leadership phones, the phone, the pads, the computers themselves. i think the next interesting this evening will thing will be the watch. not because what it's going to do from a stand point of revenues but what it's going to do as far as the ecosystem and the pay and the house and everything personalized everybody is looking for going forward. then look at the balance sheet. >> there's two things, a, the iphone -- >> oh, he agrees with you. he doesn't have negatives. >> of course i agree with apple. the stock is 4% from the all-time high. it's going to make a new high at
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some point, people, right? as far as i'm concerned, this friday they're going to start taking preorders for this watch. i think they're going to go reasonably well. it's going to be an ugly thing, you're going to go in, try it on, see what band you have. it's going to be very new for apple. as far as expanding the ecosystem -- and i think you should not expect it to be doubled as it has in the past. i think the news is kind of in the stock, whether it's a no-brainer, whether it's clean. >> you're saying apple. >> i don't know. i'd rather own apple than the s&p 500. >> quickly, your vote. your vote goes to? >> apple. >> and your vote goes to? >> apple. >> clean sweep. on twitter, you all out there said apple as well. that means apple advances to the championship. all right, after the break we'll finish out the fab four round
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between facebook and paychex, who already beat out ebay. the loser will be eliminated. it's a david versus goliath matchup after this. when you're living with diabetes, steady is exciting. only glucerna has carbsteady, clinically proven to help minimize blood sugar spikes. i'm a bull rider make it part of your daily diabetes plan. so you stay steady ahead.
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apple already moving into the championship round in our "fast money madness "tournament. our second matchup is between facebook and paychex. the viewer vote will count as one vote. put 30 seconds on the shot clock. let's kick it off with karen. >> i'm going to go maybe surprisingly with facebook. >> ha. >> first i look at valuations and neither are cheap. paychex great business. not cheap. facebook also great business, also not clean. hou however, facebook is a juggernaut that i think has much better growth in front of it than paychex. they have good momentum. i think the stock goes up from here. that alone, just the scale, the size and growth trajectory, that's enough for me to have
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facebook. >> tim? >> facebook. >> wow! >> a barn burner here. with all due respect, i don't think paychex belongs on the same court. they're playing their game,er that happy to be at the final four be double digit bookings, modest growth. facebook, no withone can touch size of them. the length, the breadth, the move to video, the messenger service is very important. growth, it's not expensive, it comes at a price. this is company growing well beyond what people expected. it sets up for a very interesting final. facebook runs away with this one tonight. >> let's get our votes from the other traders. >> facebook is going to break out. they tried doing that last month, couldn't hold it. i think it's going to have its day and touch 90 at some point in the not too different future. >> facebook because of instagram and the engagement factor and
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the user growth. they've got more users right now than twitter. i think you've got to go there. that's the frank the tank right there. >> and on twitter by the way, you all said facebook. clean sweep. that means facebook advances to the final to go head to head can apple tomorrow in the "fast money madness" finals. for the final round, we are changing the rules, throwing the old ones out the window. the winner will be decided entirely by the viewer vote. you can start tweeting your picks tomorrow at the open of trading. we'll have the results during the show. log on to cnbc.com/pro for an exclusive preview ahead of the championship match. again, facebook against apple. >> share of bed, bath and beyond, we'll see a big move next week. >> options are implying a big
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one-day move. there was one trader looking to define the range of the move, looking at april 10th weekly options that expire this coming friday after the earnings report. today the stock, they sold 2,500 of the april 10th weekly, 81/73 strangles. they sold 2,500 of the 83 calls and 2,500 of the 71 puts. they collected about $2 for that trade. that trader is looking for the stock between now and friday to be range bound. they did buy stock with it so they are leaning to the bullish side. here's the six month. look at the range they're basically describing here for this balance of the week. one of the reasons why they may be selling options here, looking at implied volatility. this is the price of options. it's had a huge ramp into the report. they missed on their fiscal q2. the stock was down 10% in one
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day. this trader is obviously looking for less of a move this time. >> check out the live show 5:30 p.m. eastern time on friday. we have your first move tomorrow when we come back. stay tuned. when the world moves, futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. all on thinkorswim. from td ameritrade.
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time for the final trade. let go around the horn. tim? >> brazil's been on fire, some currency, some oversold conditions. brazil foods, you can buy here, brf, largest beef and chicken producer in brazil, growing because of currency weakness on export front. the ewz, it's now the fourth largest. so take a look at there one. >> dan nathan. >> microsoft, pete said he liked microsoft, i want to sell microsoft. >> because of pete? >> no, no. >> this is the anger coming out. >> 42 1/2, that is the 50-day mover. sell. >> i'm going to go with google.
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see capital allocation changes. >> pete? >> i'm going with epi. >> india. >> i'm melissa lee. thank you for watching. see you back here my mission is simple, to make you money! i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. mad money starts now! hey, i'm cramer. welcome to ""mad money."" welcome to cramerica. other people want to make friends, i'm trying to save you money. my job is not to make you money, but to teach you and coach you. call me or tweet me@jimcramer. jokers, just a bunch of jokers. i'm talking about all those sellers and worry warts, you freaked

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