to drink beer. >> the men have to say good-bye. we're heading to "fast money" now. thanks for stopping by. great to see you guys. that's it foreclosing bell. we'll see you tomorrow. "fast money" melissa lee coming up right now. live from the nasdaq markets, this is "fast money". i'm melissa lee. tonight, yelp wanted. it's putting itself up for sale. we'll tell you who the buyers could be. could a jobs report blow up the rally in stocks. there's a stern warning for anyone invested in the market. and biotech bonanza. why next one could be the most crucial one. first we start off with the land of confusion. stocks rebounding as rates and oil fell hard. what do investors need to watch to gain clarity.

we asked traders give us one thing they are watching the market. >> the thing that stood out the me was a huge reversal in the bond market. you had yields in the ten year touched up to 2.31%ish. 2.25 being a key point. today you saw the bond market rally pretty hard with yields going back down. i still think yields head lower. tomorrow's numbers will be critical. the fact that tlt reversed as strongly as it did closing above 122 and change. >> with the markets reversing as well. >> yes. >> that's actually the important point. right? i also look at rates but i look at the german bonds, the german bund which had a massive reversal. the reason for me it could signal some stability is that what you've seen stocks and bonds go down together and a lot of big firms balance their stock and bond positions and they go down together they are forced to

sell. you saw that coming over from europe coming to the u.s.. today we saw the opposite. we saw german bonds get a bid, rally a bit and the rest of the markets follow from there. going into tomorrow with farrell you have to watch the bond market. >> it's a core year? >> the dollar index tells the story. it tells you what the euro will do. if it goes up and the markets in the european world go down, the u.s. equity market dixie, strong dixie after a couple days of weakness you will see oil react. that's not the case. go back to dixie weakness again. >> mine is just taking a look at this payroll number. let's think about it this way. we had this massive disappointment for march. a lot of people are expecting seeing a revision a lot higher. the average payroll number is 254 over the last year. the high was about 4.25 or

something back in november. we printed 126 in march. kind of a revision to the mean if we have that. let's see how stocks act. at this point if we get a hot number and it looks like the economy is back on track or at least employment is what do stocks do? if that means the fed which is very data dependent will move quicker to raise rates. we've seen this move up for rates. if stocks rally on that, well then higher rates and stocks, there you go. that's what people ultimately would like to see in an improving economy but if we have a bad number and stocks rally on that because the feds push back that's bad to me. i do not think you want to see that. i don't think you want to see the stock market rally on bad economic data. >> am in reading you guys correctly. you guys sound cautious. >> yes. i took off most of my positions today. i'm not 100% cash. i took off a lot of the risk position. tomorrow the risk/reward isn't there. to dan's point it's unclear how

the market will react to a good or bad number. it's unclear how you define a good or bad number in this environment. a hot jobs number, high rates, market could fall. i don't know. you got to be very, very cautious. >> i grew up in wall street what could go wrong will go wrong. i'm perpetually cautious. >> back in the '50s? >> 1948. >> that's an age joke. >> i know. >> anyway the two things that were encouraging today were the fact the transports held again. 154, 155 has been the line in the sand. they rallied today. good sign. the russell, the wim, 120, 120.5 they bounce. if you want good news both those things were encouraging. >> i feel there's a but. >> there's always a but. clearly because i'll go back to it. the transports haven't rallied

since november. the russell was appeared to be breaking to the upside is testing support levels. yes they bounce today but there's still levels critical. >> i would watch the transports. if you see that oil coming down, look at what the airlines did. they were very strong. in the transport area that's what you need to watch. >> let's talk oil because that's today's buzz kill with the dollar reaction. we saw the reaction in oil and that dropped. >> the reason all the airline stocks were out performing today is because of the move in oil today. so today was one of those days on where the correlation worked between the dollar and oil. we've seen a lot of those days since the opec meeting the day after thanksgiving. we've seen a lot of those days the correlation was not on. these companies, energy companies across the board are factoring into their modelling $85 barrel on oil. that's why the whole space is

actually overvalued right now and that's a reason to be selling it. we've seen the high-profile name dike david einhorn selling those names. >> we've had this massive rally in oil, 30%, 40% off of the lows. if you look at large u.s. retailers you thought they were benefiting from lower oil when we started the year. but, look at walmart. can't get out of its own way. same with macy's. the stock had broken out and can't rally. nike broke out to a new all time high based on their earnings back in march. i kind of think that a lot of these retailers and some consumer discretionary they miss the benefit of lower oil. a lot of people thought six to nine months for that low oil move to in but these retail charts can't get out of their way. i'm thinking about exiting walmart. >> steve brought up einhorn's

comments. he's right. look at where it bottomed out. bottomed out at 130 in december. topped out at 180. 50% correction of that move we just saw is effectively 155. guess where we made a low. 155. risk/reward, i'm not saying it's going low but risk/reward sets up really well. >> with today's big reversal we're in the midst of the third longest bull run. what's this magnitude. we've crunched the numbers. jonathan should we start getting more read at this point? >> i don't think so yet. to get a view from where we are now let's look at some of those markets you talked about. the first market is the granddaddy of them all the '87 to 2000 bull market which ended with a tech bubble. we started with the crash of '87 that led to a 13 year, 580% rally. and what we want to focus on is

right up here. what you notice is what we call distribution. started to see stocks churn on the 200 day moving average and wasn't until the 200 day rolled over that you see an end to that bull market. let's go to second longest bull market which started in 1949. you had this nice kick-off in '49. 270% rally. again you'll notice it wasn't until around 1956 that you started to see the 200 day moving average flat out, turn and then ultimately rolled down to the down side. where does that leave us now? is this bull market we've been in. six years long. about 200% to the upside. started in march of '09. now we're at 2100. what gives us confidence to not yet throw in the tall is this 200 day moving average continues to rise, price respects and the slope continues to the upside. until that changes we won't change our long term view. >> is there any evidence that this bull market run will slow or that the gains will get

smaller as we go on? >> it has slowed. if you look at the year-to-date performance so far, the entire s&p range has been about 7%. historically the average range over the first half of the year is about 19%. we're seeing this very narrow range. clearly the rate of ascent is slower and that's where you have to get down the stock level. the market is clearly not going anywhere but you're seeing individual stocks break up and break down which gives you that opportunity. >> jonathan, great to have you. thank you. this backs up what we're saying here. >> right. it's at the very least be cautious because we're getting close to that 200 day flattening out or the rate of rise has slowed down a bit. so, yeah, you do need to be a little bit cautious. when you look at a bigger longer term which squon than was doing and look at those time. '49 to '56 people coming out of the war and starting to safe money. now how far to count on the

millennials to push this market if you want to have a much longer bull run. >> it's worthy of note too, when we look at the 200 day moving average and jonathan talked about it a couple of times we pierced it in october. the ebola scare. that one off event. we only stayed there for about a week. prior to that we haven't seen that level since about two years. before that. we've been floating above it and flirting with it. i think the market really sets up to be a lot weaker. >> and you have to think about leadership. we are in this very narrow range. what will break us out. apple and facebook couldn't hold on. >> still ahead yelp wanted. the stock taking off on reports that the company is shopping itself. who should buy it and for how much? tesla shares on a wild ride but one metric that matters most to the smart investors. later, could a good jobs report be bad for stocks? we'll talk to a top economist who is predicting over 300,000

new jobs on friday but one of our traders says a blow-out number could blow up the market. we'll explain why when "fast money" comes right back. d it's ! 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 hello.

i am here to offer sophisticated investing strategies. my technology can help you choose the right portfolio. monitor it. and automatically rebalance it. all without charging advisory fees, account service fees or commissions. that may be hard to compute. but i'm a computer. so trust me. it computes. say hello at intelligent.schwab.com

if you want to succeed in business, mistakes are a luxury you can't afford. that's why i recommend fast, reliable comcast business internet. they know what businesses need. and there's a no-mistake guarantee. if you don't like it, you have thirty days to call and get your money back. with comcast business internet, you literally can't mook a mistick. i meant to say that. switch today and get the no mistake guarantee. comcast business. built for business.

>> welcome back. the uk is having a big election and some of these exit poll numbers are coming in. a consortium of media outlets in the uk have put together an exit poll and indications are right now if you look what happens with british pound versus u.s. dollar, sterling, you can see the spike there higher in recent trading in the last five, ten minutes. this after these exit polls showed the conservative party of which current prime minister david cameron is part of wins approximately 316 seats in parliament, also the opposition labor party on track to win 239 seats. liberal democrats to win 10 seats. scottish national party 58 and independent party to win two seats. what this indicates right now is that perhaps the conservatives may be retaining power. these are just exit poll numbers right now and that david cameron remains as prime minister.

that's how some are reading it. of course in a plamtary multiparty government we never know what will happen until these coalitions are formed. that's the market's interpretation right now. >> dominic chu, thank you. just to extrapolate it one step further. if david cameron stays in they stay out of the eu. >> if you're invested in stocks, you know, ewu your etf. watch that tomorrow. that could see some strength tomorrow. also watch the british banks, barclays. they might do well in this. the indication that things are more of the same and perhaps more business friendly. >> tesla going on a wild ride, down and then up closing 3% higher. that kicks off our top trade. let's start off with you guy. the range of trading was wide. >> very wide. effectively held that level that we talked about as being important to hold.

225. within a dollar or two. the quarter wasn't great and there's a huge concern about their cash burn. i get all those things. you know what? if they want to sell the stock off on this quarter they could have done it and not able to. what does that mean? you stay long on the stock against 225. price is anywhere from 225 to 290. the analysts are playing catch up with the movement of the stock and i think it will make a run up to the levels that we that's saw four, five months ago, trading at 280. that's where the stock is head. we could break you want from there. >> guy has done a great job at naming levels. the level he talks about is 220, 227 is the 200 day moving average. it seems they front loaded. they have that charging to get you off the earnings call. when people start looking at it the stock will be going lower. >> just one more thing. every ersince they've done their

ipo this company has raised capital. last february i suspect they will have to fund this. you guys are talking about cash burn. they have to do a fundraising at some point in the next few months. >> we knew that. >> trading here. i think you are getting an opportunity to buy the stock cheaper. no catalyst right now unless they move up the model, which i don't -- >> that's where they are spending the money on. >> they should get rid of the model all together. go mass markets. this is what the power wall is doing. once you start seeing their products in every, you know, in middle america's households. >> next up yelp soaring following reports it's in touch with bankers about putting itself up for sale. yelp was the small cap pick. mark, good to have you with us. do you think yelp will sell?

>> let's see here. we high liked as one of the three most likely take out candidates in the small cap names. there's a lot of strategic interest in it. maybe the dislocation of the stock has prompted the founder to consider selling. it's very hard to know. from the buyer's perspective this deal makes a ton of sense. >> yahoo! made a big move. could yahoo! buy yelp? >> there's four buckets that could make a move like this. advertising companies that want more penetration. that's google, facebook or yahoo!. then local reviews or travel sort of companies, trip adviser, expedia, priceline. commerce companies trying to build out local services, like amazon and e-bay. international companies are looking to build out a u.s. presence. given the size of the asset, have to pay some sort of premium. this could be bought by any one of those companies. >> that's like you're covering

the whole universe. who is the most likely buyer. >> highest would probably be yahoo!. there are yahoo! holders that hate that. once alibaba and yahoo! japan stakes are dissolved or sold off. this is about the best transformative action they can make. >> mark, thank you so much. would buying yelp transform yahoo!? >> transform it into an anchor. it's not a great buy for yahoo!. i actually think if they bought yelp, yahoo! stock would go down. >> it becomes a lottery ticket. $5 million dealish. he didn't put a number on it. this stock was effectively a 52 week low today before these rumors came up. the stock is up and trading well. you scared the shorts out.

ten times normal value. >> google and apple because they have that pay feature. local. >> sprouts farmers market falling. let's get to dominic chu with the details on earnings. >> so the upscale grocer again first quarter results coming in they missed on both the revenue side and profit side. same store sales grew slow. guidance came in a bit weaker than expectations. looking for 84 to 87 cents per share. analysts were expecting 88 cents. as a result those shares down by 9% in the aftermarket and i will say trading volume is on the relatively heavy euro side about 280,000 shares transacted so far. melissa, back tougher. >> this report coming out after whole foods reported earnings, fell pretty hard. the company did announce it's launching a new cheaper chain. take a listen to what co-ceo walter robb said about the

company's plan to target millennials. >> this is complimentary and co-existing with capitol foods. they can exist side-by-side. the customer sometimes want this new stream line experience and the customers will want the full whole foods market experience. the new concept can go into communities and areas that perhaps we wouldn't stage the flag ship brand. >> good idea. >> no. >> the market doesn't think so. >> actually, the market might think so. i don't think it's a good idea. to me it smacks of desperation. they had competition from walmart and other place. they are not stream line stores or stores that don't have the same experience. it's a disappointing experience. i don't think this will work. for the stock we had this big drop that now fill the gap from november. close near the high of the day. for the time being the market gives them a pass and we see how this turns out. again today,'s low you can buy

whole foods. >> i never thought i would say this. kroger looks good compared to this one. it's up 14% year-to-date. if you look at a company like this, i wasn't even aware it still traded kroger. >> are you serious? >> it's up actually 10% year-to-date. you look at that gap that's filled that makes me worried. >> b.k. nailed it. go back to november look at the way it broke out. the stock went from 40 to 50 like that in early november. retrace the whole move today on huge volume the risk/reward sets up. it's not that crazy expensive a stock. >> coming up is yahoo! the answer to yelp's take over share. a ethiopia shareholder said they should not buy yelp. a major invent in biotech. we'll have a special report when "fast money" comes right back.

>> welcome back to "fast money". shares of biogen are up. this after the company authorizes an additional $5 billion share repurchase program. that $5 billion is in addition to $500 million left on a previous authorization so those shares of biogen in focus. back over to you. >> speaking of biotech slew of data coming out next week ahead of the largest cancer conference of the year. there's three things you should watch for next week. >> on wednesday at 5:00 p.m. when you get this huge data dump coming out. a lot of data presented come out early and that moves a lot of

stock. one of the main themes, we've been talking about it for years, therapy. big competition going on between bristol myers and merck and astrazeneca and roche. they think bristol myers leads in lung cancer. he sees sales topping $16 boil lone in 2033. the smaller names often move more. thursday morning or wednesday after 5:00 p.m. we could be looking at clovis which has two drugs. one in lung cancer another in ovarian cancer. the drug in lung is competing with astrazeneca. investors looking for updates there. and puma biotech could move the stock. they are working on a drug for breast cancer. also because this drug is a potential take out target so

that could boost its chances. >> are there any names that where this will be make-or-break where analysts are on the fence as to whether or not -- >> i haven't heard there's a completely binary event there. one we would highlight if there was. this is incremental but could still be for these smaller companies very stock moving. especially for puma. >> may 11th, for the science behind this is for real. the stock has gone from 65 down to 44 in about a two week period of time. if you're looking for risk/reward, last quarter was a disaster. these guys will burn $150 million this year into next. if they say anything incrementally decent on this report the stock could go right back to levels we saw two or three weeks ago. >> clovis, was it before the last conference that you got into clovis or what happened there? >> dr., who was the doctor that

was on. i got involved there, jumped up. i was on the roller coaster. people thought i was crazy for hanging on to it. >> no! >> got back to even. that's what i did. i sold it. up 40% we're to date. for me it's down off its recent highs. so i would just buy the idb. still up 12% year-to-date. jumped off it's 100 day. if idb is going the rest of the space is going as well. >> if you look at biogen, biogen is down a lot. some of these large mega cap biotech's there, they make up a big percentage of it, are rolling over. losing momentum. we spend a lot of time on these smaller caps because they are the benefit of all this m and a. the large cap biotech, once you get through the data if m and a cools down looks like momentum is waning here. not one you want to jump into

right now. >> thank you. coming up yahoo! takes off on alibaba's top quarter. but should it be jumping to buy yelp. right now it's yelp but another stock lighting up traders screen. all the details after this break on fast. there's some facts about

seaworld we'd like you to know. we don't collect killer whales from the wild. and haven't for 35 years. with the hightest standard of animal care in the world, our whales are healthy. they're thriving. i wouldn't work here if they weren't. and government research shows they live just as long as whales in the wild. caring for these whales, we have a great responsibility to get that right. and we take it very seriously. because we love them. and we know you love them too.

just because i'm away from my desk doesn't mean i'm not working. comcast business understands that. their wifi isn't just fast near the router. it's fast in the break room. fast in the conference room. fast in tom's office. fast in other tom's office. fast in the foyer [pronounced foy-yer] or is it foyer [pronounced foy-yay]? fast in the hallway. i feel like i've been here before. switch now and get the fastest wifi everywhere. comcast business. built for business.

welcome back to "fast money". huge jobs report tomorrow could spell trouble for stocks. find out why a top economist bullish estimates have our tradesers worried. yelp is up for sole. who is next. we'll reveal which name is attracting the attention of some savvy traders. first a stock story of the day. yelp surging 23% on reports it's looking for a buyer. mark mahaney said yahoo! should consider buying yelp. >> the highest probably would be yahoo!. i know there are yahoo! holders hate to hear that. we're in the camp of things that yahoo! needs something transformative acquisition once alibaba and the yahoo! japan stakes are dissolved or sold

off. this is about the best transformative transaction they can make. >> but aaron jackson says the company should noted buy yelp. eric good to have you with us. i mean he says it's going to be transformative. best transformative sub$5 billion. >> if mark likes it so much, he should write the $5 billion check. on behalf of yahoo! shareholders, yahoo! and bristol myers should be thinking about not touching this company. yahoo! only has $6 billion in net cash and they've already promise ad majority of that to come back to shareholders through share buy backs in the future. no chance yahoo! buys this company. >> if they did let's just say they did would you sell your yahoo! shares? >> well i wouldn't sell, but have you ever seen those clashes of the clan tv commercials where you got the huns storming the

castle. that's a preview of what you could expect to see from yahoo! shareholders reaction to that decision. >> do you see value in yelp? could you see it fit with another company better than perhaps with yahoo!? >> there's value there. but, it is interesting that yelp's board is putting themselves up for sale here. the whole local space has been in a bit of a bermuda triangle. first four square then groupon now yelp is putting itself up for sale. i don't think the board intended for this to happen to yelp because they announced earnings a couple of weeks ago and one of the things they disclosed their head count is up 50% year-over-year. up to 3,000 people working for this company and yet they had three bad quarters in a row. the stock yesterday was at a 52 week low and now you slap a for sale on the business. it sort of smacks of doing this out of whackness rathof weaknes.

they will be asking a lot of tough questions. it wouldn't surprise me yelp's big jump today really subsides over the next couple of weeks. >> so, if yelp isn't the so-called transformative acquisition for yahoo! who would you like to see yahoo! buy. if they do need to buy them who would it be and would it cause it not to be one of the00 fr huns storming the castle. >> melissa mayer as track record, she hasn't shown she can create value for shareholders. i want to see her make no acquisitions. i want to see her actually show some value in the core business that she was given three years ago and she hasn't done much to kind of, you know, turn it around. she hasn't even stabilized the business let alone actually getting an increase in revenues.

i think most yahoo! shareholders really want her to actually perform before they kind of give her latitude to go out and spend more money. >> you know, when you talk about that, yahoo! has to do something. they will have all this cash in the second half of the year. so, to me, you know, melissa mayer has to set a course for her legacy. she's got to do something transformative. what's on your list, you're a shareholder. you make a lot of noise. you've been very critical of the job she's done. what should they buy? who should they partner with. i know it's not aol. who should it be? >> dan, the thing that could help her the most in the next six months would be if she was actually able to win the apple search deal from them. either on their own or in combination with microsoft. that would be huge from a financial return perspective. they make boat loads of money

still off of search. even though it's surprising to many that they are still in that business. so i think that's something that she could do. she could actually prove that she could turn around the core business itself by maybe launching some internal products. she was brought in three years ago as a product person. why are the yahoo! products. it's been three years. isn't it enough time to conceive of something and launch it. she has to perform rather than look at m and a as a savior for herself. >> thank you. should you bother continuing to own yahoo! through the spin? >> obviously made a 12, 13 year high i guess in november. since then a drop. since februaryish it's held 42 a number of times. obviously had a big bounce today. i think the trade is you say long yahoo! against that $42 level. >> alibaba is down 17%

year-to-date. he came up with the premise he shouldn't hold it past the spin. if you're not happy with the core business in yahoo! you should think about selling it. >> yelp, the stock opened up when it was halted. it's a very different thing hiring a banker to put yourself up for sale versus sales force who hired a banker to actually field acquisition inquiries. i don't think you chase yelp here whatsoever. i think you avoid it. >> still ahead we'll tell you one reason why tomorrow's job reports could be a blow-out number jean it could be bad for stocks. mcdonald's has a new turn around plan. it plans to be more hipster. much more straight ahead.

. welcome back to "fast money". i'm julie boorstin. cbs shares trading 1% higher after hours. revenue coming in better than expected. on the earnings call which just wrapped up the ceo stressing the success the company shift to digital saying cbs all access is out and digital network cbsn have been a success. he also said the upcoming launch

of a standalone showtime app will be a meaningful driver of cable results. as for the athlete of cutting cbs will included even in slim down bundles where it takes a larger piece of the pie. he's bullish on traditional advertising cbs will lead the upfront marketplace in pricing and volume. no mention of succession in the earnings call. redstone issued a statement saying a decision will be made by viacom and cbs sports. tomorrow we'll hear on "squawk on the street". >> so core cutting. >> which is why you continue to go back to disney. it didn't trade great. quarter is great. i don't think it's that expensive and i do think, you stay long, dis as long as bob

has his hand in that cookie jar. >> disney looks great. cbs, i was shocked. they had 15 of the 20 scripted, 15 of the 20 scripted shows that are still on air right now. this is a cash cow going forward. they will really reap the benefits and see aa and super bowl and thursday night football. a lot coming down the pike. >> tomorrow morning brings the all-important jobs report. analysts are expecting a gain of to 30,000 new jobs. to 30. but a chief economist says it's going to be more like 315,000. welcome to "fast money". how do you get to your number? >> there are three factors that feed into our positive outlook. one if you look at the jobless claims data which is the best economic indicator, they are sitting here at cyclical lows. and continuing claims started to drop very sharply mid-march

whicoincides with a break of th number. number suppressed the number in march by 40,000. we expect that to be fully reversed. lastly this calendar effect that has to do with five weeks between march and april survey weeks. the bls is supposed to correct for five week effect and they do a great job in every other month except for april. we don't know why. if you go back to 1990 there were ten years with a five week effect in the move april in nine out of ten of those years, april outperformed the proceeding 12 month average very sharply by an average of 120,000 jobs. the only area under performed was 2009 but the labor market was contracting already. the five week effect actually exaggerated the effect to the down side. very good chance we get an outsize number tomorrow. >> let's say you're right. let's say we get that blow-out outside number.

why is it off the table. >> the fed is concerned about activity data. they won't have confidence in the labor market improving or inflation getting back to 2% unless gdp is growing at or above trend. so they need to see data that corroborates or confirms this idea that gdp is going to bounce in the second quarter. we only have two months to go. we're coming off now what looks like a negative q1 gdp. so even if we get phenomenal retail sales data, durable data over the next two months i don't think that will be enough to give the fed the confidence they need to have, that the economy is, in fact, recovering. i think by september they will have enough evidence. >> thank you for your time. if she's right, stocks could be in trouble. since 1996 the great terrify payroll mess the better equities do foij month and vice versa.

a beat that big could send shares south. you're sort of saying this on the call earlier. >> to me she's just telling us those durable good numbers haven't been good. the q1, gdp print was negative. here we are. two months left in q2. i don't see it. i'm no macro genius. i do not think you buy stocks on a weak number tomorrow. i just don't think it makes sense. >> what about on a strong number? >> it's unclear. it's unclear andy took off a lot of leverage. a weak number means the economy is not that great. a strong number means the fed will raise rates. i'm in the camp that i think the fed is a lot more hawkish. i think janet yellen's statement yesterday about the stock market being highly or quite well valued, to me says they are ready to raise rates. now it could be just a one and done. i don't think june is off the table. >> if annetta is right in her predictions for retail sales numbers in the future in durable

goods are really great they are still not is going raise rates, we have a better economy, they are not is going raise rates. that seems like the goldilocks scenario. >> they are not that dependent. data dependency should be predicated on these jobs numbers. it comes in at 335 that puts a bull's eye on their back. this is madness. it's another show. we'll talk about it. to me it's crazy. >> time now for pops and drops. pop for finish line up. >> finish line super8% year-to-date. i prefer in this space nike. you get a lot of headwinds from there are strength because of international exposure. if everything we talked about comes true dollar weakness nike is the catch up trade. >> drop for shake shack. >> this is what it looks like when a bubble pops. i like this story at that lot.

the valuation makes no sense. you love the stock you believe something will be fantastic. there's no options listed on thing. no way to hedge your bond stock from that january ipo. you'll have moves like this. you use the weakness. if you see it under 60 in the next week after earnings that's where you pop it. >> pop for sun edison. >> earnings which weren't exactly what everybody was expecting except you have the second yield curve. up 13%. it's okay this one but the one that i like is tsl, around 10.5. >> pop or drop for taser. >> downgrade. we talked about this about a week or so ago. this stock made the same high ten years ago. the quarter helped. you shook out all the weak shorts. buy it above 36 or wait for a pull back. that pull back could be as low

as $27. >> pop for mcdonald's getting healthier and hipper the fast food chain made waves in the newsroom starting with james franco praising micky d.'s in the "the washington post" for hiring him when he need ad job. love piece coming days after the company plans to boost sales. the chain testing breakfast bowles that include kale. the golden averages hope to steal back profits by turning the hamburglar into a hipster. >> i can't get any hipper. >> he's got a beard. >> that's a joke, right? >> i hope it's a joke. >> got to be. what about the -- >> i like the old hamburglar. the new hamburglar s-in fact, real. >> have you gone to mcdonald's lately. i go to mcdonald's about three

times a year. i get five or six cheese burgers, large fries and medium coke. >> still ahead today yelp was the talk of the street as reports surfaced it's searching for a buyer. which stock could be next right after this break? more fast straight ahead. opinions. there's no shortage in this world. who do you trust? whose analysis is accurate? how do you make sense of it all? a simple, unbiased stock score consolidated from the opinions of independent analysts... is that too much to ask? nope. equity summary score, powered by starmine, will help you execute your ideas with speed and conviction. and it's only on fidelity.com. open an account and find more of the expertise you need to be a better investor.

when a rewards card is designed to sync with your life, it gets talked about... ♪ ♪ so you can live the way you live, and enjoy all the rewards. chase sapphire preferred. so you can.

>> yelp shares are surging. and what could be the next take over candidate. dan what is it. >> 3-d systems in the 3-d printing space. this was a full mania in 2012. 3-d systems it ran one and a half times average. calls that number puts two to one. i started look at this name because of that yelp news. 36r7b did fits with short interest. it has 35% short interest. the sentiment is bad. if you look at the is chart. made a new 52 week low. year-to-date chart. down 13% on the weak day. pulled their forward guidance because of what they are calling marketplace uncertainty. wall street analysts have abandoned the stock all together and what i do talk about a

mania. four year chart right here. had this massive move went up 800% from the loss in 2012 and now it's down about 80%. i'm long august calls but a buyer of 4,000 june 25 calls. paid about 40 cents today and what's interesting about that option prices although being at 45% is kind of high in normal terms. kind of low for 3-d. if you get the slightest bet of news of consolidation you'll have this stock up very quickly in a very short period of time. >> they cite ad decline in customers especially in the united states. that was supposed to be their core. >> why the stock has trade like that. it's a transformative technology. they really have traded awfully. i think, those against 20 bucks it's worth a shot here for a

longer term trade because that's where we have that break out back in 2012 or '11. >> check out the live shot for more options action tomorrow at 5:00 eastern. coming up on "mad money" cramer serving up two hot wrecks cluesives. can the restaurants rebound. jim has the ceos of sonic. how oil and europe and pessimism fuels today's raly. meantime we got more. stay tuned. here at td ameritrade, they work hard. wow, that was random. random? no it's all about understanding patterns like the mail guy at 3:12 every day or jerry, getting dumped every third tuesday. this happens every third tuesday. we have pattern recognition technology on any chart, plus over 300 customizable studies to help you anticipate potential price movement. there's no way to predict that.

for all the confidence you need. td ameritrade. you got this.

when a moment spontaneously turns romantic, why pause to take a pill? and why stop what you're doing to find a bathroom? with cialis for daily use, you don't have to plan around either. it's the only daily tablet approved to treat erectile dysfunction so you can be ready anytime the moment is right. plus cialis treats the frustrating urinary symptoms of bph, like needing to go frequently, day or night. tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for sex. do not take cialis if you take nitrates for chest pain, as it may cause an unsafe drop in blood pressure. do not drink alcohol in excess. side effects may include headache, upset stomach, delayed backache or muscle ache. to avoid long-term injury, get medical help right away for an erection lasting more than four hours. if you have any sudden decrease or loss in hearing or vision, or any symptoms of an allergic reaction, stop taking cialis and get medical help right away. why pause the moment? ask your doctor about cialis for daily use.

for a free 30-tablet trial go to cialis.com time for the final trade around the horn we go. >> 3-d is interesting either plate with calls to find your risk. >> grasso? >> using two ds. dupont. proxy fight next week. long on stock. >> single d. >> it does rhyme. xop, your sell it. oil is going lower. >> you got me thinking b.k. whole foods market. made that november gap, close the gap. wfm against the $41 low that

b.c. cited. >> i'm melissa lee. thanks for watching. don't go anywhere. "mad money" with jim cramer my mission is simple -- to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to save you money. my job isn't just to entertain but to teach and coach you. call me at 1-800-743-cnbc. or tweet me @jimcramer. i say be careful what you wish for. it might actually happen. and maybe you won't be ready for it. that's h