have a great weekend. that does it foreclosing belle. fast money is coming up in just moments. >> i think the bun should be a donut. that would be more american. we're going to talk about 13 f filings today. we're going to trade them. >> lots of great stuff in there. >> thank. fast money starts right now ma aim melissa lee, tim see more, david seeberg david kelly and stave brasso joins us. netflix topping $600 for the first time. we've got the real deal on the next catalyst that could take the stock higher. plus the fade to black. no we are not talking the rally in stocks. we are talked the end of the madmen era this weekend. it turns out the show is good for much more than drinking and ad stales. if you had listened to don draper you could have made big money. first, filings. >> the biggest and best investors are buying or out of, let's get the latest on the 13 f

filings. >> the latest one, david einhorn green light capital. notable moves, new positions being reported in general motors. 9.5 million shares there. another consumer theme, macy's about 1.7 million shares. then -- bank of new york melon. ingram micro. [ audio problems ] 7.4 million shares. marvel technology, emc and time both there. kettle metal and green dot completely out of those. einhorn, one notable trade we want to talk about here is that and alley baba.

interesting moves. dan lowe at third point got oust his entire 10 million shares stake as of last quarter. 3/31. tigers tiger global and tiger management did bosnia their stakes in alley baba. two-way traffic there. we'll tag out with what is happening with mcdonald's. if you look at the intraday chart there was possibly talk about activist investors maybe being involved with this. we haven't seep a whole bunch yet. janay partner an activist fund did take a smaller stake in mcdonald's. but we haven't seen a large, large player as of yet. mcdonald's, you can see there a bit of a bid-day pop before giving back some of the gains. interesting day for mcdonald's. >> let's deal with baba first. lobe as well as paulson out. which side of the trade are you on. >> long. i stayed long through that quarter. going into the fourth quarter, i

thought they were going to surprise. they did not, they upsetted. it tested the 84 level and went through it. the next round of numbers were better. if you look at the total size of what these guys sold, you could tell thereof heavy-duty selgs. that's $1 billion of stock between lobe and paulson alone. i think the way people look at this is it has been a momentum play. it. >> had to have been a momentum play. >> yeah. i think if you look at the way the stock is trading again, this is only technically. fundamentalsly i think the stock is cheap for the growth and the numbers are good. but the technicals are building up. trading well over the last couple of weeks. i think it is unowned and expectations are low. >> it's interesting to see the tigers step into this. what is the next catalyst. >> he hit every point immediately on target. underowned stock. selling pressure across the board. these guys coming out of the name, i think it's incredible.

i would say baba is a great stock. i think it is a stock you should own. i like the fact that it's weak and been knocked down a little bit. it's at a level where i'm accumulating here exactly for the reasons tim cited. >> which of these reasons would you follow? >> i like alley baba down at these levels. that could be contraryian to the moves. the other one that i thought was interesting was general motor and getting into general motors. we have seen others getting in. kyle bass. and looking how general motors has trade it looks as if it's at a decent level here. we have seen weak innocence the subprime auto loans. and that has been a being trifr in the car stow offer the last couple of years. i think it's interesting that these guys are seeing value in the name and the way it's being traded it is at a good risk-reward point. >> we know that janay took a small stake in this company,

mcdonald's. went in, got out, got back into the company. then on top of this, there were rumors another activist got back in. we thought it could be pelts. but it wasn't him. notion that there is a belief that an activist could get in is consistent. >> even though you get an activist in yum with ito maister i think it is an attractive play because yum is grossly outperformed. >> for those reasons. >> yum has turned around the china story but the last $5 in yum has all been activated. >> risk reward for me is selling yum, big mcdonald's. everybody has been throwing that out, baby with the bath water. i think your best bet right now is buy mcdonald's and sell yum. >> even without activists. >> my activist is aagi test,

steve aster brook. status quo wasn't working at mcdonald's. the fact there could be activist, i get it, it's undercapitalized. >> i say to you they came back with that restructuring plan, they came with out, talked about the franchises going to 90%. i agree with that. i think all that's right. but they have to borrow some money. they have to buy back some stock to get this stock to move. >> but that's -- i think that's the bullish case here in mcdonald's is that they can do a couple of things. they have leverage to pull now that you have a new ceo. there is at the very least a cushion under there. i'm on tim's side where an activist is let's call it cheese on the burger here. it's okay. it's extra -- >> not integral to a burger. you are saying it is a cherry on the burger. >> i think it's the special sauce. >> the point is, there is a reason to buy a mcdonald's besides just the activists

because there are catalysts coming occupy. moving on, netflix topping $600 for the first time ever on reports the company is in talks to expand it to china. that make it our chart of the day. this is an all-time high for shares of netflix. >> crazy. >> crazy imapplies it's overvalued. >> i think it is. but there is no way i was a huge backer of amazon. that was overvalued. so you could have said that a long time ago in that name. that name has had a mere meteoric rise. i missed this thing for 70, $80 but i can't buy it up here. i can't. i think you have to retrace some of the levels. >> i tell you what, look out five years for this stock. they are growing. they are going to grow their subs to a massive number, 150 million paid subscribers in five years. they have got pricing power, they can go from where they are, 9.95 to $12. do the mat. >> how do you know that? i think the competition -- >> the competition is $15.

they are $9.95. >> what's $15. >> hbo is $15. >> i will give it to you, they should be going forward. you are paying for them raising their rate because search just going to pay it. once you are a member, once you subscribe to netflix you do not kachblt it's very sticky. but if you look at the stock it turns around. it retraces 15% down, 15% up, very quickly. >> this could be a $1400 stock in five years. >> $1400 in five years. >> i did the math on the back of this piece paper. 150 -- let's say 150 paid subs in five years. they should be able to get there. they are at 65 now right? they have raised the price to $12, which they can easily do. $21 billion in revenue, 20% margin, 70 bucks a share, 20 multiple, that's 1400 buckets. >> but they have to grow -- to support that you have to support

120 times multiple. >> i have never disputed this is excellent in terms of their disrupter, they have technology. it is a conduity. i don't think they are a media company, don't think they should be traded that way. therefore i think you have to look at the international growth, can it grow into 120 times? the best is here right now. >> you do not short netflix but i think assuming they are going to double in the next five years is an aggressive assumption based on the other competitions out there. coming up, big retail earnings on deck next week from home depot to walmart. the trades ahead of those reports. and later, it's the end of an era for madmen. if you had listened to don draper you could have made a $9,000 return on one stock. we'll tell you what that is right after this break.

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we have got a big week for retail earnings coming up. time to take a position ahead of those reports. let's start off with home depot, reports earnings on tuesday. >> when people look at the home depot and the lowe's space they say what's going on with the consumer. it's apples and oranges, actually i think where we are in the housing cycle is early. i think in terms of the home

improvement kind of cycle i think we are early in that cycle. when you look at home depot it is a strok that struckel of the above $110 the valuation to me is not stretched, not cheap. but when you look at their share of the consumer wallet it's under where it has been historically. i'm lot long, i would stay long in i owned it. i don't think you need to chase it but i think it is a company you can own at these levels. >> spring is their prime time. >> no question. i like it over lowe's. i think home depot is a great stock. i like the fact we have seen earnings revisions higher into the quarter. i think that's a signal we will see a strong quarter out of home depot. next up, walmart also delivering earnings on tuesday. >> this is a name that's down from $90 at the beginning of the year. a lot of concerns here about whether when they raise minimum wage how their margin is going

to get squeezed. what's going on with the lower enretail consumer. i think you buy this into the print. over the last month it stayed over $78. when you look at it as a target valuationwise it makes sense at these levels. they are starting to pull levers, free shipping going after amazon prime. they don't need to beat amazon prime but as long as they are offering it that's an area for growth. peg ratio, 3.4 over the next five years this is a name you want to buy. >> talking about how poorly it has traded this last year. three years back, you can see $78, what used to be the old resistance is very much support. powerful support. it doesn't move in clips. it is a slow plodding name. i think at that level it is a good bottom. >> best buy down 11% this year. reports on thursday. >> i've been positive from low thirds to around 40. now it's long tripping here. the store in intact.

sales seem soft especially in tablets there is a chance they guide lower they have to consolidate their canadian business. i think there is a couple of head winds. if you can pick it up on a discount, high 20s, it is a buy. >> what is a casse list, holiday season, back to school. but at this point -- >> everyone -- it is a sort of a no-man's-land but it had so many problems originally that correcting those problems incrementally are huge to the up side. >> why wouldn't you buy apple instead of best buy. >> it seems to me an cell a better purchase here when you have the capital return. i don't know. i feel that way. >> we did a study on best buy and looked at traffic in the stores that are electronic centric. it was down dramatically. april was terrible. i think best buy is going to whif the quarter. i think it is a stock you stay away from. >> earnings aren't the only catalysts. two pharma and biotech names could have a make or break

moment. meg, what are you watching? two two things next week. one big company, johnson & johnson. a lot of people think about this name as consumer company or medical device company. actually their biggest and fastest growing unit is their farm sitcals unit. it is growing so fast if you split it off, it would be the second fastest growing top phenomenon company in the world. it's been doing well. it has challenges in the coming years. 35% of its business is going to face potential generic competition between 2017 and 2019. on wednesday they are having their pharma analyst day where they dive into what is going to drive growth in the next years. whether they can stand up to the competition, whether the pipeline is going to produce growth. and also, what is j and j going to buy. they have cash. they could be a big buyer. that's changing.

that's the big company. the next day, thursday, we have news from blue bird bio, a smaller company. it has been very volatile. the stock has run up tremendously in the last year. they are a gene therapy company working in blood diseases n. december the stock rose 70% in one day on data in four patients with a blood disease essentially looking like a functional cure for this disease. in those patients after a couple of months they showed they weren't requiring the chronic blood transfusions nip. on thursday we are going to get an abstract, a data drop from one patient in sickle cell disease, which is a bigger zeed than blood disease i just spoke of. but this stock has been incredibly volatile and that's a bigger opportunity. people are watching for that data coming oup out thursday morning. >> blued by is a $5 million company which we hardly ever talk about. is this a take out target?

>> it seems like it would be. but when you look at how much the stock has been run up, you have to think, is it overheated. this is literally one patient we are getting data on on thursday. >> it should be fine. it has had a big move. it's going to be very predicated on safety. it's going to be predicated on all this stuff. i think the stock is going to work, and work well. look, the one study issue, i'm not too concerned about with the technology that they have faced here. it's going to be interesting. >> for j and j what amazes me is with all the exciting growth in pharmaceuticals and some of the hot sexy businesses out there, the stock is dead in the water, trading around $100 for the better part of a year at a time when investors are throwing money not at pharma but certainly at biotech. there is a difference. i don't know if the catalyst, they are blocking and tackling, and these guys are monsters in this area are being rewarded at

18 times. i don't think i need to do anything with this couple. it's been disappointing. >> meg was doing the comparison with gill yad. look at the pe, j and j has a higher pe than gill yad. >> it is interesting talking about what is j and j going to buy. it is a big universe out there. when you look at xbi smaller biotech names around 225 to 230. next week if you hear talk that j and j might buy that what is merck going to do? all these bigger pharmaceutical names, look at xbi, buy it on momentum through 230, that's how you trade the biotechs if you want to pick that up. time for pops and drops. a pop of jcpenney up 6%. >> the numbers came out two days ago. i thought as a share hold, it was as good as you could expect. people want to point to they are not growing incrementally. i think they outperformed even

in a weak environment. stay with the stock. >> down for 3d systems. >> pricing is an issue here. i think these stocks are over with for at least the foreseeable future. i'm a seller of triple d. >> drop for pandora. >> they lost a court decision but this is a name that has defied logic and myself over the last couple of months. even on this court decision, and down 3%, it still looks very constructive. i think you buy on the dip. >> in a pop for hertz. >> down 17% year to date. janay upped their partner's stake. that was helpful. they said they were going to raise prices for the summer. i think you stay away. this is probably a selling opportunity versus a buying opportunities. >> coming up next, the series finale of madmen is this sunday. believe it or not, your portfolio has much more in common with don draper than you might think. we'll explain why.

after seven seasons delving into new york's advertising industry in the '60s and 70s madmen is coming to an enthis sunday. the show isn't just about drinking and philandering. there is good investing advice in there. we have done some devilling our services. first up, don made this pitch in season five. >> do you have a big line of diverse and charismatic products and you keep making more. zip tape, styrofoam, row vanna. and why do you do that? when america needs it.

dow makes it. >> that's don's pitch of dow chemical which is up more than 1400% since january of 1968. >> the heart of the madmen era. >> so what's the trade now? dow chemical. >> i tell you what. excuse me -- let me wick into your cup. the way i look at this is dow chemical's innovation and that part what they were talking about there is probably the least appreciated pat of its business. by the way since the crisis, dow is up 500% just from that point. in the last five years they have done a five bagger. i would own this company and stay long in this country. >> do you like dow. >> i do, actually, particularly in this environment. lower oil prices are good for dow chem confirm ettle' one of their inputs. you can have a margin to expabt

panned. >> you look like marge simpson. not marge, the sister. >> the sister, yes. >> all right and that wasn't all that's memorable. this memorable pitch from season six would have made you over 9,000 percent. >> every agency you are going to meet with feels qualified to advertise the hershey bar because the product it self is one of the most scuffle billboards of all time. hershey's is the currency of affection. >> that's right. herbese up 9100% since 1968. >> it's having a tough time. it might be up since 1968, but it's down over 7% year to date. i think the companies they talked about in madmen they are iconic brands, generational brands you used them because your parents or grandparents used them. >> by the way, these are fake cigarettes. >> oh, come on. >> fake cigarettes. but this is real scotch. time for the final strayed. tim see more. >> speaking of the generational opportunity, i'm waiting -- here

we go -- durky is a place we are seeing consumer growth. tur. >>syburg. i think the stock is a buy. >> bank of america, buy it. >> jennereck closing that earnings gap. get another 10%. >> see you here on monday at 5:00. see you after this break. providing technology to get more detail... ♪ detect hidden threats... ♪ see the whole picture... ♪ process critical information, and put it in the hands of our defenders. reaching constantly evolving threats before they reach us. that's the value of performance. northrop grumman. why do we do it? why do we spend every waking moment, thinking about people?

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si we are live at the nasdaq market on a friday night. carter, welcome back. did you miss us? ? i did. >> of course he did. carter and the guys are getting ready. while they are doing that, here's what's coming up. >> there she blows! we are going whale watching, you won't believe which kmamd hedge funds are piling into. we'll break it down and tell you how to profit. plus what do geno wells and casino stocks have in common. >> i don't know what you are talk being. >> they both just hit the floor and results are down right disgusting. we'll explain why. and how would you like to turn time into money? >> do you know what this means? >> it means you could get rich. so you