the footballs, that brings up other games in the past. >> all right, guys. >> it is called a can of worms. >> as always, thank you for joining us. >> thank you. it was fun. >> happy friday. >> "fast money" coming up in a few seconds. >> melissa lee, it is yours. >> live from nasdaq markets, this is "fast money" for fridays. i'm melissa lee. tonight, top analysts will tell us two names to set off new moves, one good and one bad. an one sector of tech is ridiculously overpriced and could spell trouble for the rest of the market. how to protect your portfolio. and it is market nirvana. and after a good but not too good jobs report. and mark kelly, was this good?

>> look at what happened to bonds at the end of day. we start at the utilities, they reversed and closed on the lows or near the lows and to me that says that the market is still pricing in at a steeper yield curve which is bad for utilities and good for financials. i think the rally today in general is what the kids are calling fomo, fear of missing out. i don't know if it continues. i'm skeptical on it. what is the right thing to do is take profits on days like today. >> and you said you thought the markets were complacent, the same fomo. >> yeah. i think there is a lot of complacency in the market. and i like at the index it is at all time highs. i think people and traders are extremely complacent. and i don't know if it is up or down and i know there is no

protection and there is no betting on the upside to the tape. and we'll see if it pans out. >> what do you do. >> i have fast fomo which is fear of saying fomo. >> when you look at the way the market has traded, clear volatility in bond market and the data this week is consistent with what we've had. the market date su is a consistent and it is not bombastic but the fed has to step aside. and china weaker and the data was bad all year long and you get to a case where positions what was driving it. 20 billion out of risk last year and people can come back into the markets again. commodities are working, san genta, and i think all see big deals getting done. >> one thing was the range in the ten year, 2.25 on the upside and we shot through it premarket

but reverse. we talk about how impressive the reversal was yesterday. and they did come off toward the end of the day. but i still think low on bonds, i still think bonds going lower. and i think if you look at the xlu, bottoming out around august, topped out around 50-ish a couple of months ago and i think the long xlu is about 14.5. >> and can you long in this environment? >> in this environment, no. i would prefer to be long financials out right. i think that is the right tried. >> and i think you have to go back to europe. and the euro had the major recovery and europe took it on the chin, even after the last couple of daves and the ewp gives you a 5.5% and europe has a tail wind that we have not

heard in their earnings and the currency will be better. >> and the euro currency has gotten ripped but there is no way that draggy will let this unwind after he has let this unwind, i would expect talk come out of there and if they are in there buying. >> what was going on with that. shouldn't we worry about the big swing from yesterday? >> it tell tz you there are big players off of the carry trade but the european markets are starting to price. and what pushed the ecb to act, which was oil prices and i think the bond -- the bund gets up to 55, 60 bips and i don't think anything has changed. and euo, i thought it would move last week and this week it was

painful but you stay in the trade. it goes back up and then stops. >> in the u.k., that is interesting to bring up. the ecb has been steadfast in trying to anything out a way to get back up and the u.k. in the pro-business move supports that in a way that will help out and what the u.k. did, i think it will be a positive thing for the markets as a whole. >> let's get to what really pops today and that is shares of visa and reports it is in talks with visa europe. and bill? >> 4% pop. right now it is giving back a little bit in the after hours so far. we learned today that visa is in preliminary -- again preliminary talks to possibly buy a former part of itself visa europe, a former subsidiary in a value of up to $15 billion and

$20 billion. and that is according to a bloomberg report. and that would rank as the advisory biggest one yet. and the caveats, melissa, guys, apply here. this is a deal that is talks in early stages and the talks may or may not lead to a deal said the report. so interesting here though. remember the two companies split when visa went public back in 2007 and we know visa was the biggest weight in the dow and it split and now it is not and of course apple is in there. back over to you. >> thank you, don chu. and it is in a good position to make such an acquisition. >> yeah, if you look at the international payments up 13%. overall global 11%. so this is where the growth is at, even though the company continues to outperform, $70 is a high level. >> we have been talked about this.

they process transactions and they have no risk and their quarter on may 1st, the margin up to 67%. they both trade close to 23 times forward earnings, both doing good. >> and mastercard both ending well high. and next week, one to the upside and down side, we'll name names. and a special look at why a stock could catch fire. and are we heading for another internet meltdown. and one charter you have to see today. all of that coming up on "fast." over 20 million kids everyday in our country

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trading. and shake shack trading up above of going public. how are we setting up for shake shack. >> for me, i thought it was peek burger. i understand the arguments behind it but i feel there is so much competition, shake shack is an absolute no touch. >> i think mcdonald's april comps were lousy but not as bad as it was thought. same in '13 and '14 but for me it has to get above $103. >> and the answer there the bojangles cfo, are you differentiating yourself from mcdonald's wouldn't answer directly, but it was the service and the food, is what mcdonald's was criticized for.

>> they are differentiating themselves from mcdonald's and the growth of shack is something you will continue to see. it is more than prices in and you have to be very careful. look at the volatility is enormous. i don't trade fast food or qsr or casual fast where i see multiples but this is what i'm talking about. i think shake shack can grow into the multiples but look at cmg. you can't trade it 45 times and expect the comps. >> the only thing negative is the comps. >> and remember when they had the conference call right after the ipo and they had three previous quarters and the body language was spectacular and i can imagine this quarter will be very good. long-term they have a long of things to cross to grow into the

valuation. i'm long into the quarter and then selling the stock. and for cisco, this is the last time the ceo is at the helm and perhaps this quarter will le a good one since chambers is retiring and this is his final last hoorah. >> and if you look at the business going 2.0 under chuck robinson, this is a place where services are doing well and the company trading at 17 times, people would refer to this as truly growth at a reasonable price and i think it truly is. if you look at the company, it is not too far off the two-year highs. i would be cautious. >> but i think tim is probably right. but i think this is a shot it gets up to $33 post earnings and where it was years ago. it totally under performed. but maybe he does leave on an up

note. >> i think he leaves on an up note. i'm staying long the stock to the low 30s because there is a low there. and low 30s i start to get cautious. >> i think the trade into next week is go with the momentum. if you get through 29.5, if you have a profit why not take it into earnings. you could get to 30, but you have to get through 30. so be careful. >> and next week all of the major retailers set to release and rick snyder has one sell and one buy. rick good to have you with us. what is your buy name. >> we like kohl's. we think there is say lot going on driving sales and positive. they have a loyal ty program driving sales. they increased their beauty exposure that is driving sales. and they've increased their ship from store which we think is

really having a big effect on the comp store sales. >> who are they stealing share from? >> i think they are stealing it from a lot of people. jcpenney is growing but not growing into their -- into their stock price. i don't think. i think it is way over prices. >> so speaking of j.c. penny, that is your sell, correct? >> correct. >> why is that your sell? >> i think they are way too optimistic of the sell and it is undoubtedly priced in. they would have to grow sales at a double-digit rate and expand margins much further to justify the valuation. rick snyder, maxim group. anybody agree? >> macy's on the 13th sets up well. it is a volatile stock for them.

shouldn't be as volatile. it has made lows going higher and i ty it trades higher. >> i agree with guy. i lot of news in there. but i'll go back to j.c. penny, i'm long j.c. penny and talking my book and i think the comps are in their favorite and i think they need to generate some cash flow and it is a recovery story still working. >> yeah. we saw a lot of buy interest in j.c. penny. and if you look at ralph loren, it was down 25%. it should be sold. they have a gross margin issue and a story not working. so on a short side. >> i'm going to throw cold water on that. we had bad last quarter and gas prices were high and people put

that money. and is people shopping any more with higher gas prices. i would stay away from these. >> so stay away from all retail? >> weren't we saying why aren't retail taking part and it takes nine months to take part and they never got the benefit and if they are giving something back they never had, it is not a head wind. >> and talk currency, it is a massive head wind for them if that continues so i think that, look, there is a -- a big sort of like ceiling they could run into that is going to be a problem and a lot of the names are seeing their frothiest selsyor. >> i have a -- a fear of missing out. >> you missed out. you don't seem scared by it though. >> internet stocks and social stocks headed for a meltdown. a chart of the day is next. and plus barry diller talking

tinder today on cnbc. take a listen. >> technology brought to this relationship, this flirting thing, whatever you want to call it thing, is a fantastic tool. >> but who exactly is using the dating app? a shocking revelation right after the break. >> trading is a lot like life.

yelp raling 6% after yesterday saying they were exploring a sale. looking frothy.

why. >> i'm looking at a p.e. of the internet names and it is trading premium right now. but it doesn't seem like a lot. but last year it took off. but we're at a level where a think a lot of the names high on takeover names and i look at yelp and say they are 7-ish time revenues and facebook is 10 times revenues, and if this goes through, if it does get done, time times. and so i look at the tech sector and say we're at a point where i think some of the names like a yelp is probably a name i won't be buying here, no question, it is way over valued. i think a deal is crazy. and i think twitter is totally overvalued. >> and looking at yelp and price line and they think this is a price line. >> and this is a good stock for

the next show after this. pandora is a name i like. i like what they did in the quarter and the business model is being validated by spotify. >> amen. amen. >> talking about the spotify valuation three weeks ago. remember we connected the dots. it is coming to the church. >> i don't want people piling on to the view. >> it is about the business. the business at yelp is not a business that has moats around it. >> and google bought zagat. you pronounced it, that is how they pronounce it. >> point being, stay away from yelp. >> i could have said that. >> time now for pops and drops. aol up 10%. >> they moving to mobile and

video, something that continues to surprise peep. talk about people being talked about being taken over or takeover, this is a stock that has to break out of the level from the year. >> drop of monster beverage. >> beakers. one of guys over there. >> i'm paying attention. disapointing quarter. goldman sachs takes them off the live. they still have a 150 timing list. it trades down to 110, if it gets there, you buy it there. >> and sin genta. >> people think they will get a higher bid, and the name is in play and they have fomo, fear of missing out. >> best use so far.

>> and toyota motors. >> i'm selling this. it bounces off the 137 level and it should be sold and it will be met with selling. >> and a drop for extramarital affairs. and it turns out tinder is not only for singles, but according to a new study, 30% -- 3-0% in the u.k. are married but they reject the the report said it was base pd on -- based on a small pool in the united kingdom. >> the small pool that go to the dentist in the u.k. did i say that out loud. >> you know this is live. >> that is pretty bad. >> any time we have anything related to the u.k. we get in trouble. >> relating anything to tinder, maybe we should keep going. >> this is a very hot space.

i season it, match.com. >> that is a juggernaut of a company. i don't know if i would have own the stock but they've done a great job of ago row nating the assets. >> thank you for bringing it home here. >> and bringing it home. >> i'm going with pandora. revenues local and maybe a takeover target. >> and seaberg, cohen and company. >> this is a great job from a brand perspective and they've put emphasis into that. that will pay off. they've done some spending to remodel so limited brands, i'm a big buyer. >> brian kelly. >> for the last couple of years i've not liked the financials because i thought they were too big to succeed. if we get the yield curve, getting steeper, it is good for the pro month. don't buyout.

>> and we'll take this back. >> go rangers. >> the report on the 11th, juneau, i think the stock goes higher. >> that does that for us here on fast. thank you for watching. see you here on monday. do not move, a strange coincidence among disney, and apple, the trouble for stocks up next on options action. don't fomo. stay tuned. through programs like mission main street grants. last years' grant recipients are achieving amazing things. carving a name for myself and creating local jobs. creating more programs for these little bookworms. bringing a taste of louisiana to the world. at chase, we're proud to support our grant recipients, and small businesses like yours. so you can take the next big step.

live on a friday night here in times square. dana over there, getting ready to go. here is what is coming up on options action. >> get back in there and sell, sell. >> that is what traders could be saying about sell because it is flashing a secret sell sign and we'll tell you what it is. looking to play catch up to stocks. and why now is a time to get in. and something trank happening with disney, apple and facebook. >> i'll give you a hint. >> no need for that, because our traders has figured it out and it could mean trouble for stocks.