shock. it will not stand in the way of further gains. right now, look, we talked about it before, every day, a different group tends to take the way. harmly it's been the growth stocks. it hasn't been a matter of kniting it together. >> pepsico continues to be up there. i love this, google. amazon, michael, thank you so much. >> that does it for "closing bell." >> "fast money" start right now, overlooking new york city's time's square, pete najerian, karen finerman, guy adami, the budget office released the house passed bill. we'll tell you what it can mean for the future of those all important trust surplus. more and more electric vehicles hit the road. will oil go the way of gold? later autos, housing, retail stocks under pressure, we'll tell you the one group consumer

stocks is soaring. one trader says they're leaving more room to run. on a day we saw s&p making new record highs, we start off with notable names that have been, well, battling. check this out. here's a look at the worst performing dow stocks this year, verizon down 16%. ge down 12%. chevron down 10%. exxon down 9. these names have another thing in common. they've all got fat dividends. verizon has a 5% dividend yield. ge at 3.5%. can a classing theory, the dogs of the dow, be your best bet as stocks hit record highs? pete what do you say? >> i think some of these names haven't been a part of this whole thing. obviously, when you look at the energy names, we know how oil and that traded the capex is cutting back, all of that. when you look at something like exxon, when i'm excited, it's holding the 50-day moving average. they have very positive cash

flows. they've done great acquisitions in the pervan and other parts of the world. i think it's literally trading on the lows. i think the opportunity for the upside, any turn energy. i've seen more and more paper coming into the energy space. with that turn, i'd actually to have to be exxon. now i'm in the xlg. >> you we heard they keep on working, keep hitting new highs. >> that doesn't phase you? do you then go search the bottom of the barrel? >> my gm did not make the dow. it's almost there. it feels like it's firmly in that kennel, but, the adjustment is the cut. it's not over. i don't want to count them out yet. >> that would fit into it as well. of the names that we, the top five i guess it was, ge is probably the most interesting to me. i do think there's a lot that can be done, just cutting expenses. i think he's a great ceo. he had a lot of different things that are beyond his ability to,

you know, the financial crisis and ge being in that situation they were in. >> i think there's, you know, a lot of interest, things, tower, that is a tough place to be. health care, aviation, there is a lot of moving parts and expenses, i think it's not trading a crazy multiple if i had to pick a different dog than the dog i rode in on, i'd say ge. the reaction is downright disappointing. investors are buying it. this market. we think back to the year 2000. here we are now, they are taking over. by all accounts, he's a fine manager. when you think of what happened with ford, the way their board is going, they're thinking of the next few decades, i think you can see that discussion going in the boardroom, with ge. i think it will be a positive.

it's a much more competent business report for all intents and purposes, too. so what i'm saying, it's not going to be that easy, foreign jumped up a percent-and-a-half after that announcement, you would have thought that would have given several investors a different angle. i will say this, energy, it's not this just yet. i will tell you verizon is on that list. >> that stock is up, it pays dividends, they're trying to transform that billions. they're going in that direction. i don't think it will look like a wireless company in a few years. they're making the moves to do that. at&t and verizon with those yields and some of the moves they doing mna wise are very interesting to me. >> i disagree. well, it's funny, because when we talk about ge and honeywell around earnings, how they have been outperforming, that we played would you rather? that game you love to play, net turned out to be correct. now i think ge is worth a look. i hear what pete is saying, it's

been around the level since february, risk-reward probably sets up as well. ge, through some faults of their own, they basically got out at the wrong time. they got into energy at the wrong time. they're probably a paid for nit spades. but at this valuation, maybe it starts to make sense, that coupled with the fact you will start hearing some noise about people getting involved, maybe on the activist front. >> maybe health, do you think they can actually do anything? >> well, he has a track record. he's around for the long term. he's not in it for a quarter. maybe we will see him get out. he keeps pushing and pushing in a way that is effective. >> i find myself with dan. whoa. >> i look at ge. i think, i like jeff. we met with him. he's a great guy. how many bad moves do you get as ceo? >> energy at the top, the capital. all the things you are talking about t. stock is virtually down, down, down, down. here we are, once again, how are

our cash flows? not very good. there's a lot of things, you look at ge, there's a lot of things broken, they need to be fixed. does it mean there has to be some changes? i think the answer is yes on the management side. >> peltz is in there, you don't think it's -- >> peltz has enough power to do the kind of radical changes of, yeah, in terms of the seismic mistake, does he have enough? i think they're drafting changes that need to happen. >> does that mean charles icon managed to force some change in term of the dividend and buy back policy. >> it's not peltz getting in on his stake. it's who else would be in the same campus. peltz. i think that can be a meaningful difference. >> a lot of the shareholders in this whole painful run. >> yes, it's been painful

compared to the broader market and compared to the rivals, that have crushed them. we talk about honeywell. we talk about them again, honey well, you all have a chart and general electric chart, there is absolutely no comparison. i understand what pete is saying. i'm not saying the fixes are easy ge. in risk-reward this stock at $28 bucks, it sets up similar to exxonmobile. i think verizon is a wild card. i bm, the issues to me are plentiful. >> i think the changes are an overhaul. i think when you bring up carl icahn, it's about buybacks and use tack cash. >> i don't think that's a problem. this is more of a management problem they need to have those changes. and that will take a lot more. >> we are throwing that term dogs in the down. that's something to be used late in the fourth quarter to outperform the next year. we're using it as an expression. i think it would be way too soon to take a look at the lagers. >> a lot can change. >> okay. if you think of the rotation the

big cap, and that, going into stocks that haven't worked at this stage of the game makes little sense to me. i think you want to do it much closer to the end of the year. >> ibm you stay away from? >> yes, that ceo has to be on the hot seat. who runs watson? >> what is watson? they got great commercials outside of that, is it bottom lining with the watson? >> listen, it's a cognitive solution. they're trying to sell, you know know, to customers as a service, they have a tiny percentage of their sale. i think he told you last week it was a joke or a couple weeks ago. >> but his initial instinct was to call it -- >> say it's a joke, absolutely. no way ibm. >> no. >> i owed him. >> you can't say no way and you own it. >> i own ibm. i am selling calls. yesterday, all i do is sell calls against it. on top of the dividend deal, supercharge this thing, with the

hopes that maybe they can turn it. >> why don't you. >> i think they will. >> are you waiting for buffet? >> i'm actually not waiting for buffet to sell aerial, i'm waiting for him to get more active to make radical changes there as well. >> speaking of the dow, our next guest says there is one compelling reason to buy, the cart master, carter is at the plasma, carter, details. >> at the plasma. it's getting down to tend. i want to start with that. the total return in investment blows away absolute investing. in fact, half of all long-term returns come from dividends. i try to remind myself of that, let's look at heard and now. so what we have is a two, three-year chart of the s&p itself, actual and total return. of course, it's quite clear, that you are starting to get a better result when you compound those dividends. let's pull it back a little further. the next goes from absolute march 3, 2009, to present. and at the same circumstance. right.

but it's starting to get even wider. let's go and do all data. this is going back to the late 1980s you are now looking at something, of course, that is fairly epic. we've got a double. meaning, that's the power of the ditcheds. the dog to dow theory is that, if nothing more in a sense. if half of your returns come from reinvesting dividends. dow is a pedestrian or a retail kind of thing, it is a very efficacious thing to do. these are actual data points going back as as far as is available. 1990 to present and what you get out of buying the ten stocks in the dow. the highest dividends versus the dow jones, itself. okay. here is a currents cart, a table, if you will. i will show you the ten names, names you know, names you all have spoken of. yields in descending order. look at the next page. stalling.

and it ends with an average yield of 3.8. now, by comparison, the s&p is 1.8. the dow, itself, is 3.4. the final chart. here is a group chart, one security. orange. and here is the current dow jones, itself. i think it's right to be doing this. and we can adjust it maybe in a second. i know you were saying, they found at any given time, 12 months forward as a strategy, this is principle worst. >> i think carter has to come over. >> come on over, carter. >> carter, carter, carter. >> okay. >> sometimes, carter, you get off early. why would you put money that's clearly not working into the clearly working. that's sort of the dilemma. >> buyers, losers, or do you stick with winners? and there is no right answer for that. ultimately the thing that will make the most money in a period, bar none, if you can find the

ford motor step, the person that's invented suspect brand-new. >> that wins, that's google, finding apple. eastman kodak. there is no such thing as growth stock. all growth at some point falters. the stocks go out of business. there is no better business than general motors. they went bankrupt. so the question is, though, if you are a more steady to long-term investor, to not think about dividends is to not think about half the gain. so the question is now, you said calendar year, any 12 months rolling period, can you take the names with the highest dividend and the fact that they will play catchup. the stocks in history show it's a fairly efficacious thing to do. >> does it matter where the rates are versus the dividends? you say high dividends. what constitutes high? >> of course, you have to say is it a real dividend compared to where inflation is, of course, what's your earnings yield? and all these things, but the point of using a long-term chart is that's incorporated all sorts

of interesting environments. it issing a knost agknostic to >> isn't there something to the end of periods where money managers kind of look to kind of roll stuff off and put new stuff on? isn't there something -- >> i suppose that's what it meant. they couldn't have an arbitrary data to start it on october 11th every year. they had to make date that everyone can get their money around. actually, it applies, it's not just a calendar phenomenon. i think it was originally and it's not. >> it's a test. >> what? >> it's a test thing. >> well, there's that thing, too. it has to do with tax occurrences at the end of the year. right, for sure. but actually no one mentioned mullen. i think that's one of the best on the list. >> so are there, on the flipside, are there top performing down stocks which you say trim down now? you want to buy lagers? >> mcdonald's comes to mind, a

little bit steep. we talk about that on options. we'll see what happens. yeah. >> i got to make one more point. there are a lot of puts that go into this. the reason calendar years are important to me. investors think about this, when they report q4 earnings in january, they will give full calendar year guidance. some of those line up, it's important. they give management a new opportunity to reset expectations so you can go forward and make expectations. we seen that time and time again, go back to late 2015. what did wal-mart do? they killed their guidance, they wanted to set up to meet in 2015. they did, they have been outperforming since then. these are some of the things. >> it's based on a calendar year. i think as a concept, you can do it at any given time. >> carter, thanks, just quickly, mcdonald's, you sell that? >> no, thank you, pete. >> i think it's headed to, i think somebody recently put a 161 price target on it.

we fancied about how it can possibly get there. >> and there are things we need to do from a transformative side. >> we'll see what happens. we think it's going down. >> coming up, check our shares with tommy hilfiger jumping over hours. plus, retail struggles, another consumer group and stocks are taking off. we'll give you names and why investors are piling in. later, while president trump's world tour continues the ceo rendered its health care plan. they could have big implications for the big important tax cuts. we will tell you what it all means for your portfolio when "fast money" returns. . . (shouting) more power... chords. with customized loyalty programs and data-driven insights, synchrony financial can help bring more... power to your business.

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tommy hilfiger and the heritage brands and calvin klein showing in better than expected total revenues, there is a divergence in the comparable sales for the main two brands. while calvin klein comps north american brands fell 5%. tommy till i hilfiger fell 4% in international comps fell 14%. switching over to tiffany, this morning the company beat out profits t. comparable sales disappointed there and fell in every regions but europe they pointed to europe and domestic shopper spending in the americas, which is a key region as well as a strong dollar as the negative drag when translating over those foreign shares. tiffany shares have been up more than 20% this year. >> court, thank you, back at headquarters. karen, where do you want to go retail here? >> pvh is very interesting. i don't think particularly high end. so it stand out this trend of european goods is very

interesting. it's sales very strong there. north america continues to just be a drag. i don't know when that or if that's going to turn around. that's interesting to me that you must be in europe to find any growth. you want to have growing exposure there. stocks act crazy, interesting to me, also, he would raise guidance, why not sort of. >> let it hang out. >> let it hang out, exactly. >> you know, play conservative. this is very good earnings. they must feel pretty confident about the rest of the year. >> courtney mentioned they were amiss, advance auto parts was there. what do you mean, in light of the home de po dpang busters core? >> i think peanuts differ on this i think home de po is a better company and a stock. they trade roughly the same valuation. maybe they're starting to show this little valuation out. tiffany surprised me. i thought the high end would

hang in there. going back to pvh real quick. gross margins hung in there and beat what the street is looking for. 12.5 forward earnings. it's not that crazy expensive a stock. so i do think there is more. >> and bror brands as opposed to being out for a quarter and get rid of thing. by the way, i think we agree more than you think. the problem is, they work towing oftentimes one catches up with the other. the problem with lowe's they don't have a professional side. because after that, home depot sprechs that. >> pvh will be on "mad money" tonight 6:00 p.m. eastern time. it's not all bad news in consumer land, by the way, check out fast food stocks, buffalo wild wild wings jumping 8%. dominos up more than 3%. mcdonald's and yum's brands up more than a percent. retails and auto are getting

wrecked. 'izzo stocks reason a tear. mcdonald's the second best performing stock by apple. our fast food stocks, are they sucking up all of the consumer dollars? >> apparently. the ones doing well, are doing it. we talked about panera long before things happened and looking to see what can happen with that company. kudoba. we talked about mcdonald's, i say sell it. disagree, they have absolutely turned the corner under this new leadership. i think this stock is headed to that 160. >> turning the quarter means they've gotten to the digital age. they're doing what starbucks is doing. >> everything moved up on these catalysts, right? now what? >> they have to get that menu right. there is still that line at mcdonald's, just like starbucks. it frustrates people. i think there is somewhere like

$6. >> go ahead. >> they are turning some corner. this is a company that had $28 billion in annual sales in 2013, expected to have basically 20 billion next year. what corner are they turning? they are getting their lunch eaten by a lot of other platforms. ipads, ordering the big macs, the problem is the menu. it's not serving pancakes all day. i think you will continue to see this. >> isn't is that what easter brooke is facing and addressing right now? >> it's putting lipstick on a pig to be honest. >> oh. >> having lunch -- >> it's a record high, though? >> the guy, he changed the narrative. i'm not coming out. >> that is great. >> i'm saying the menu is on the wrong side of history. at least in north america, the way people will be eating the next couple decades. >> would you short the stocks?

>> watch out, don't be shorting this thing. there are some guys rolling up to monstrous craze in there. >> we both saw that. >> sometimes, let me tell you something, a mcdonald's cheeseburgerer. there sorry. i mean, really, never, ever, in my life. >> right. >> maybe a nugget. all right. anyways, still ahead, even as the president is out of the country on his first international trip the ceo released the floor on the house, the health care plan within the past hour. we will tell you what they found and what it can mean for tax reform. i'm melissa lee, you are watching cnbc, first in business world wide. in the meantime, here's what else is coming up on "fast". >> watch the stocks. >> that mae be true. it could mark a major opportunity with a group of surging stocks today. we'll turn you on to profit? plus, the future of electric cars is now. >> and it could spell the end of

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>> coal bam back to "fast money". here's what's coming up in the second half of the show. forget about opec. the biggest thing could be the rise of the electric car market. what it could mean for your portfolio. plus the box office is about to swing into full year with some of the biggest blockbusters to hit the silver screen. 1st we have a news alert as the congressional budget office released a score card on the american health care act.

kayla. >> mellissa, it was a highly disputed number here in washington and the market. it slowed slight improvement for the bill that got passed by the house three weeks ago. compared to a previous version of that. the ceo saying the american health care act is out passed be i the house with 23 million fewer people with insurance. that's an improvement of 1 million from the previous bill. but it would come as a cost of there are 30 billion to the deficit of that version t. ceo saying it would cost about $1 fine billion. premiums will depend on age and state. it says in the near term, there will be premium increases, in 2020, when the law gets fully phased in, then it's really up to the state, whether they would be applying for some waivers, some patients or some customers who would be participating in these exchanges wouldn't see any change at all. some would see decreases of 20%. then the older or less healthier

customer gets the higher the premiums would increase, that predictably has stoked democrats. there has been a very negative and critical response from democrats. i want to show you what the house democrats said. they tweeted the ceo confirms what we knew all along. pointing out the inaccuracies of the ceos estimates in the past. one of the key questions was whether this report would show that the bill was healthy enough

to be deemed to fit within a reconciliation rules. that mean it basically only nodes 50 votes in the senate a. lot of camille members in the senate says it should fit within those rules. one person will decide that, that's the parliamentarian. owl expectations the house vote as it stands three weeks a22 is still good. >> thank you, kayla, in washington, d.c. does this matter in terms of, we always frame thist this context of the tax cuts. >> right. can we get agenda done? i actually, two weeks ago, i would have said, yes, we should have gotten this done. he wouldn't pushed as hard if they had a reasonably good job of getting it done. a second failure in the house is a negative. two weeks ago, i would have said, yes, it sets them up, obviously, in a better position to get taxed then. with the events of the last two

weeks, i don't know how tightly that republican body will stay towing. i don't know. but i think there is a shot. if health care passing were a shock, it would be pretty low. i'd probably be a buyer. >> you just said that they pushed really hard to get it done. they thought they would have a better shot. no shot in the senate. the bill they passed 213 has no shot in the senate. they will not get tax reform. mnuchin you we heard it today. >> you don't think they ran it be i the senate and got it be i the senate? >> no, that's not what they're doing. they want to written to go to rose garden and celebrate something that's never going to happen. when you look at the budget and what they've presented for tax, it's a total joke. there is no plan to do anything. they're not going to get any of it top. health care will not happen. this budget is a disaster. it really is, you know, a very sad thing for america when you think about how many hundreds of billions of dollars they are cutting from social welfare and

that sort of stuff to pay for these ridiculous numbers. >> you don't think they went out there to figure out something, where do they stand right no you? you think they didn't do that? their ego -- >> there still is. >> they piece together these factions to get it done. first it was the far right. then the moderates. they had no democratic support. it's not going to happen, pete. >> let's stick with health care. investors anticipate reforms from the trump administration could be a boone for the market. an overhaul could present troubling issues for the economy. matthew mcguire is a director of the world bank group. welcome to the show. >> thank you, good to be here. >> head winds for the u.s. economy? >> i think so, there are a couple the i think so to keep in mind, with 23 million people losing insurance, half of that is a food story. the number i would point to is medicaid, half of all are children, 37 million. if you think of cutting medicaid in a way that the budget has put

forward, you will see big impacts on people most vulnerable, children. how does that impact? a couple of ways. one thing we know, when people tends to have health insurance, they tend not to take care of imnesses until it gets acute and they go to emergency rooms an those costs are quite higher. we have seen that partially over the years, one wants to create the insurance exchanges like we did under president obama. the second thing is if your child has asthma and you are fought getting regular treatment. you are being called, rushing offer to him 62, rushing to the hospital. are you up all night. all sort of other things happened in those circumstances, which reduce productivity for you on the jornlt. this is moral, so on, so forth. this is transformative changes that they're proposing. >> in the intellectual sense, are there ways to quantify this for the u.s. economy? >> i'm not sure with the u.s. economy, one has to trust the ceo. they have been doing this a long

time. they run a whole lot of numbers on it. i think it's hard to say, we're in an environment we haven't seen before. we saw such a reduction in the numbers of people uninsured and going back to dramatically, if, in africa, this comes to pass. there aren't a whole lot of things one can model because we haven't seen things quite like that before. >> in terms of health care, is this a stepping stone, investors think of healthcare as a stepping stone to health reform. is that valid in your view? >> i think they're connected. the important piece is think about the cost around the legislatef agenda. the things that is pointed to on medicaid, also the cuts in nutrition assistance for children. we know if children don't get their right nutrition, they have cognitive and physical impa impairments. >> that impacts down the roads. any number of things. we are doing cuts to the centers for disease control. guess who was one of the key players in getting rid of the ebola outbreak from west africa. the cdc along with the world

health organization and the world bank and we're also pulling back funding on those fronts as well. so there are any number of other ways you can see thing going really well. >> the bottom line is you are saying the senate the house, we are all taking a look at the cbo score. the people paid for scores right now. but there are a lot of other implications, ramifications of these cuts that have a greater impact on the economy that we're not seeing in that score? >> absolutely. talking tens of millions of people. you think about the impact with the situation of tens of millions of people changes, especially if premiums do go up. more people pull up. there are any number of things that are hard to sort through. but it's clear this is really big stuff. >> matthew, thank you for coming by. matthew mcguire formally of the world bank citigroup. >> it's a good guess. >> i think you said it all. >> how do you trade stocks around this? hopkins, minnesota, pete knows it. unh. we talked about this, recently,

the department of justice sued them for overcharging medicaid, stocks sold off. if you like humana at fine times, you got to love unh at 16 times, all these stocks to me are on cruise control. >> i have been long anthem for a while, i don't know what to make of this plan, though, but, dan, i just want to say, i'm not saying, this isn't my thing, oh, i think this is great. i don't know, it sounds bad. i'm only talking about what is the likelihood of them coming to a deal. >> listen, i think he just said, it's deteriorate that they're not going to get a deal. all of this stock, when you think about it, the notion of this bug they put out, they're calming it taxpayer first. >> that is a really in my mind, it's a horrible statement to make when you think about it. really, what we are talking about, we are trying to get people back to work. they are talking about cutting these costs, that's what fills thep ga. that's what cuts the deficit. is really at the end of the day, we will have tens of millions of people released from this safety

net put in place. i just don't know how that happens. it doesn't make me feel good about investing in america, when that's the sort of policies we are putting forward, taxpayer first, when we have millions and millions of americans that need this safety net when it comes from health care. you know, so many different avenues. to me, i don't think any of this happens. i don't think that these republicans want to go back into their districts in 2018 and tell peopletary cutting ped cade, they voted for bills to cut medicaid by a country him hundred million, cut this, cut that, i don't think it will happen. >> i think you have to have a trade. >> i don't know how you trade these individual stocks. >> when you look at age, management. you look at who has the best management out there. i think that's the first thing you look at when you are evaluating the stocks. he who we talked about earlier, we all seem to be on the same page. i look at unh and what richard burke has done as the ceo there. unbelievable company. ten years, 15 years they have been there. ten years in a row they've had

10% greater growth or revenue. >> it's horrible they had that in that disaster for obamacare. when you think about it, it's a disaster, right. so here's a worst case scenario, mem has given me. the worst case scenario that the president is throttleing, in the throttle health care. they're not going to get this through. he wants to ruin obamacare. let me tell you, what is that going to do? >> u.s. steel getting a boost after a rough start to the year, having traders betting on a major comeback. we will give you those details a. dip in energy stocks ahead of a big opec meeting. well, a fast growing trend may give you second thoughts. we will tell you what that's all about when "fast money" returns. fees? what did you have in mind? i don't know. $4.95 per trade? uhhh. and i was wondering if your brokerage offers some sort of guarantee? guarantee? where we can get our fees and commissions back if we're not happy. so can you offer me what schwab is offering? what's with all the questions? ask your broker if they're offering $4.95 online equity

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>> welcome back to "fast money". the electric car is taking over the road, now companies have their eyes set on the next money-maker electric puckup trucks. >> it's will be interesting to see with that truck we show you, we had a chance to drive last week. it was the workhouse w-15 workhorse. once again, i call it work house, work horse pickup truck. my colleague correcting me. it costs a little over $52,000.

they will start building that next year with first deliveries scheduled for 2018 and a lot of people might be saying, hey, this makes sense, look at all the pickup trucks out there. this is a chance to cut into that market. there isn't an electric pickup market out there. when you look at it altogether, there were 2.7le sold last year. the big three sell about 80% of the pickups in the u.s., but the ceo of work horse believes that i have a chance to innovate that market. >> the reason this industry is a little harder to disrupt is because of the capital nature of it. the regulatory nature of it to bring a vehicle on an american road is a great deal. >> and he says that it will be able to take the beating that a lot of these contractors put their pickup trucks through. a quick note here, guys, look at the number of autos sold in the

u.s. since 2000. altogether, 269 million were sold, evs and hybrids together about 4.2 million. pure electric evs just under 300,000. gives you a sense of how small that electric vehicle market is relative to the overall market when you look at total sales tins i since the year 2000. >> i don't want to put you on the spot, what is the trajectory of growth in the ev hybrid or all electric versus the conventional. >> it depends on who you talk with. okay. look, the most optimistic people are saying, look, we think this could be 5% of the market by 2020. although, i can tell you that almost everybody that i brought that up to on wall street and within the auto industry, they all "squawk" at that notion. it really is dependent about what happens with oil prices. if gas at the pump goes up to 4.50, close to $5 per gallon, will you see a lot of people rotate into electric vehicles.

now the model 3 las a chance to definitely change the dynamics out there. we are already noticing that with the chevy bolt. which, by the way, in the first quarter, it was the fifth best selling car out there. >> fifth best. thanks, phil, phil le beau in chicago. oil prices are cooling down. it might have nothing to do with opec. crude falling more than 50%. could the surge in electric transportation mean more bad news for oil, or could we see yet another head wind, dan? >> there is little doubt about that. i don't think it's something weighing on the oil prices right now by any means. i think you got to think about where the dollars are going right now. think about the move that ford just made, think of the exciting companies in the valley right now. they are looking towards you a on the michigan. y autonomyism right now. >> i agree, when you think about

saudi aramco going public, ba c basically selling part of the business, does that tell you are on the top? >> it's not the top. >> no, wow, we are looking for structural change down the road. this is not going to be nearly as valuable as businesses now. oil is not going to be the go-to fuel, eventually. i don't know how long that takes. but it's coming. >> right. let's move on here, get to leslie back at headquarters. she is noting unusual activity in the after hours session, very unusual, in fact. >> reporter: unusual, indeed. the first that that caught our attention, mcdonald's, looking to have about 10,000 shares, that sends the stock down 13% in after markets, but it's already regained, it's already regained that ground and also i want to draw your attention to alphabet, two different classes in those shares, about 6,000 shares total, has similar phenomenon, not looking like a block trade, sent that stock down about 12%.

also has regained that. so worry looking into this a bit more to figure out exactly what is going on. we will let you know when we find out. >> leslie picker, thank you. alphabet google share versus not recovered yet from this pre tip us t precip /* /- -- precipitous drop is there it was 175 close, now it's back up to 175. so something is odd. >> a "fast money" algorithm out there. we mentioned mcdonald's, carter said he's selling. zucker is down. it's like a ghost in the machine. >> a little glitch in the majors here. we can probably move on. >> all right. >> all right, i like karen's idea. let's see what happens. >> sell too high. >> anyway, obviously, we are watching, witness again, these stocks in the after hours to see whether or not the big decisive

move lower will actually be evened out in the after hours session. still ahead, one top analyst call has investors running to the stocks, we have those details. a could a cruel box buster bust? you are watching cnbc. much more "fast money" still ahead. year red of paying hundreds moa in taxes and fees for your unlimited plan? only t-mobile gives you unlimited data with taxes and fees included. that'll save you hundreds. get two lines for a hundred dollars. that's right. two lines of unlimited data. a hundred bucks. all in. and right now, we're giving you even more. for a limited time, get a free samsung galaxy s8 when you buy one. that's two galaxy s8s for the price one! plus, two lines of unlimited data for a hundred bucks. taxes and fees included. only at t-mobile.

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. welcome back to fast money. take a look at movie theater stocks all done, regal and cinemark have fallen 8 and 9 percent respectively. they had a disappointing box office season. julia. >> mellissa, the 18-week long summer movie season is the most important for hollywood, generating over 40% of the annual box office. a lot is riding on the memorial day weekend. disney is opening the fifth big budget caribbean film and paramount with bay watch. it's a key time to hook moviegoers with more than that over the course of the summer. since the beginning of may, the u.s. box office is down nearly 10% according to com score on warner brothers big bomb "king arthur" and they're concerned about fecal fatigue and high

alternatives on television and streaming. in a number of films like warner brothers, "wonder woman," opening next weekend are key to justify studio's commitment to big franchises. warner brothers has more films in the works. universal's "mummy" reboots a monster. looking at the year so far the story is actually positive. u.s. box office is up 2.5% from last year, with se questions to fix scars and universal's "despicable me" this year could set another box office record. >> mellissa. >> julia boorstin, thanks, so mump. is it time to vote against the position office? mummy two? >> the movie "the sword and the stones" all time high, netflix all time high, dominos all time high. what's my point? >> netflix and chill? >> i don't know what that means,

i won't bring it up. they're ordering pidz za, playing video games and watching netflix a. theme we have been on for a while. this isn't getting better any time soon. >> i will mention the hard events this week. these are concentrated places, lot of people there, no security. to me, this is something they will have to spend a lot to beef up security. it's some place people may want to avoid. >> i agree with guy, fought that that's unusual. the disney thing, it's not a pure play bet. you can't bet on short disney to be short movie. >> switching gears, u.s. steel getting hit hard this year. one trader is betting on a big comeback after credit suisse upgrades the stocked to. >> u.s. steel was one of the names upgraded today. you know, gap is up 8% on the opening and there was some call activity that caught my eye. first, you know, calm volume l s

really high. this chart is showing that gap, shortly after the on, there was a buyer 10,000. of the june 22 call 96 sents cents up almost 7% from that price if less than a month. stock has gotten creamed, it's down 50% from its 52-week highs. here's that one-year chart. what i find really interesting about this this was the election day. the stock is actually below that level. it's one of the first stocks in my mind that was expected to be a huge beneficiary of the whole trump administration, infrastructure, that sort of thing, that's round-trip, the whole move. to me, if you were looking to play a high interest, short sent it's, calls are the way to do it. i wouldn't look at that meaty of a call. to me options prices are relatively low, they high relative to other spenders. >> check out the full "options action"s friday. up next, the brakeout, the

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>> time for the final trade, proceed. >> coca-cola, pepsi more, huge call buying, giddy up, it's breaking out. >> i was impressed pvh. i will take a hard look at it tonight. >> dan. >> mcdonald's, these guys love it. >> fries, baby.

>> they are watching. notice he has flipped the switch like a juggernaut, gets you done. >> i'm melissa lee, thank you for watching. see you again tomorrow at 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 make you some money, my job is not just to entertain you, but to educate and tweet you, call me or tweet me. while the averages keep grinding their