strong day for the nasdaq. the president's comments didn't help, touched a raw nerve. >> the trade momentum easing today compared to the day before that is it for "closing bell." becky, thank you for joining us. >> it's been a fun day. >> and the two of you reunited in the morning. >> get to get out of here. >> exactly >> sadly >> liar? >> that does it for "closing bell." "fast money" begins now. >> fast money begins now live from the marketsite overlooking times square, i'm melissa lee. tim seymour, guy adami president trump amping up rhetoric taking on the social media giants, google, facebook and twitter. what does it mean for the stocks the details. check out shares of till ray, the pot stock on fire, smoking hot after its first earnings report the ceo just said something that's got tim seymour pounding the table.

the s&p closing at another record high. we thought it might be time for mission impossible your mission should you choose to accept it with the s&p trading at around 17 will it find value with many stocks cheap for a reason, how do you know if you're buying a stock that's a value trade or trap? >> luckily, we've got a game for that i'm going to give the traders a name they'll say if it's a value trade or trap. it's very straightforward. hopefully no confusion tonight guy, we'll start with you. and apple, up 30% this year. a forward price to earnings ratio 16.5 value trade or trap? >> first thing you said was if you choose to accept it. >> or if understand is the game. >> that was more relevant for you. >> if i say i don't haas choose to accept it, we move on. >> choose to accept it. >> play the game. >> value listen, i'm not going to pretend, it, i haven't been some

raging bull. wrong, right, but i'll say there. you mentioned 16.5 times, if you back out cash or add cash, it's lower than that in terms of valuation. as revenue continues to grow in that field, now 19% of all revenues, i think they deserve a bigger valuation maybe an 18, 18 sort of a mark in multiple, gets you $241 stock. katie huberty has a $241 price target if you think another $20 is in reach, i say value. >> that's the question will we get growth right now the reason it is priced the way it is, it's a utility. you continue to buy your phone every couple years, you pay your little it's likely the last thing you get rid of in a recession. a trade is similar to a utility. probably why warren buffett likes it. >> no, it's a consumer products

company, masked as a technology company. therefore, i agree with guy but it's not a value trade relative to itself. it's very expensive relative to itself which means it has to be traded differently there is a consumer products brand. we know about the services business. >> does that mean it's a value trade or a value. >> i wanted to trade brian i didn't think it was a utility company. >> that was great. >> is there a graphic that fires when he says trap? >> if somebody says something definitively, it will fire so far guy has. >> >> we don't have buttons for everything under is the sun. is it a trade or trap? >> i'll go on the trappish side. i don't think there's anything wrong with it. >> it's a trap. >> trap, yes, trap that's the one. >> thank you. >> such a simple premise. >> a $30 billion number now.

i don't know how you can argue that this is anything but a ral view trade with apple. what was important is guy's talking about 240 bucks? >> $241. >> we were adjust talking about that number that gets you to a trillion dollars. >> you have to believe in the growth of the services business. >> it is a business where there is a refresh cycle, where it's still dependent on iphone sales. that services number is increasing dramatically. >> okay. >> enough to offset whatever dependence they had on the actual hardware. >> walmart's the next stop this one is for bk, down 3% on the year forward pe of 20 but surging of late value trade or trap? >> i'm going to go with value trap on there. this is a name i like. this is more -- i'm going to -- it's more because i would rather be in target primarily because walmart 20 times, trading up 20 times next year have gone

through their transition it is getting traction target is just starting, trading at 15, 16 times next year. i get a better dividend. wall part is the trap, target is the trade value style. >> a game within a game. >> i'm going to be very clear. absolutely value trap. walmart relative to itself, long-term history it's a value trap even amazon looks cheap relative to walmart relative to itself. what i mean, people are calling this a tech company, et cetera i like the fact their online business is able to compete. they're competing with about five other major competitors in the u.s. and everyone globally >> they're the only one who can't compete with amazon. i think that the people that many say that amazon is too pricey, don't get to say that with walmart walmart is the only competitor to amazon. they're in the in scope right

now which is short-term weakness. >> compared to itself the pe looks rich right now so you're making the case that you need to rerate the stock. >> i think there's growth ahead. you could see an expansion -- you could see multiple expansion because they're where you're going to see growth. no one associated walmart with a growth name. >> you know what i can't believe i'm about to say this i happen to agree with bk. i say it's value >> what did i say wrong? >> you just said value. >> value trade. >> it's a fast pitch too, by the way. >> we're going to do a power pitch later. the comps up 4.5% in the u.s the best in 1'4" years groceries the best comps in nine years. maybe the pe won't go higher but maybe one component of that, maybe profits or earnings component will continue to go

higher maybe they'll have the same valuation with growing earnings. >> next up, goldman sachs down 5% this year trading ten times earnings. >> goldman is a valued trade can we stamp that and get it out of the way >> look who's demanding? >> bottom line here, price to trade about 1.5 times. i think the entire financial sector has been under a lot of the pressure we know it trades cheap to the rest of the gix as we say. goldman is a place people are waiting to see how they operate in a new world order i think that really helps goldman sachs, less regulation these guys are financial engineers. i want to own them at this level. >> your beloved goldman sachs guy. called a trap by tim. >> he didn't say it was a trap >> you're now playing the game wrong. pay attention. tim said val ru trade.

>> i went out of my way to make that clear. >> i agree >> it's all about price to book. 194 was the book value last quarter. put a 1.8 multiple on that, you have a $350 stock. it's not going there tomorrow but i think if it gets anywhere close to where jpmorgan is trading, it's a buy. >> it's hard to argue it's not a value trade. >> you're here to do that. >> i should argue with it but i can't. it is a value trade. but it might take some time. i don't think we're in the era or the seasonality for financials to perform. i think it's going to take more time but i think you -- >> would you buy the stock >> right now >> yeah. >> no, give it breathing room. finishes are not where you want to be. >> it might take a long time for the stock to work out.

>> i would call it a trap for exactly the reasons steve was saying there's got to be several things that go right for goldman to go higher maybe we need more volatility. maybe a meltup and you get more m&a. every piece of their business has to go bet per it's -- to me, buying it here without a traction there, it's a trap. >> try to get bk on to our side of the ledger. quickly. they have a cryptocurrency desk. >> they do have a cryptocurrency desk. >> that's what i'm talking about. >> it's a very small portion of the desk though. >> but it does get me excited. >> last but not least, the micron, up 27% this year trading at 4.5 times earnings. steve? >> it's an easy one. if you look back to may, it's made a series of lower highs this is deram. ultimately, there will be a flood of deram on the market you might get a quarter.

it is a value trap to me. >> who greece? >> i do. value trap i'm kind of disappointed steve was out there with that. i think that's a contrarian view people look at the multiple and other semis and say this company is very, very cheap. if deram is under some pressure and snan rolling over, i don't want to own the stock right now. we've seen this with micron. at times when people are questioning their business, get out of the way i'm out of the way. >> i'm going to pull out something that wasn't on the initial rundown. the s&p 500 value trade or value trap that's what the folks at home are thinking right now with the s&p at records guy. >> if rates are going to rise, this is the point tim made, the s&p 500 is getting expensive that's not a reason to sell the market markets can get more expensive i think it's more value trap here than value, my opinion.

>> yeah, here's my view. i think we can have a melt higher that doesn't mean that it's value there's a value in it. i do think it the market cook health higher. i would just trade it without the value part i can i do that? >> you can verbally say that. >> i am a wall street guy, i can tranche it. >> it's got to be a value trade. if you think it's going up it is going to be a performance chase going into year end. a bunch of targets in the s&p. earnings are intact. consumer confidence is at 1 year highs. everything that you look at as any other metrics is bullish for the market. >> it goes higher without it being a value here. >> i'm trying hard to play the game i think it's going higher. >> is that what you think? >> look, i want to say value trap because i think ultimately, the s&p in a rising rate environment will see a multiple contraction. however, relative to itself the

s&p is very attractive i think there's more momentum to go i think the market is higher between now and year end except for the fact that i think key metrics are very expensive. >> check out shares of the one hot stock of the day till ray it is soaring after hours. sim says there is one thing it the ceo said about the company. >> plus, president trump taking on facebook, google and twitter. we will tell what you it could mean for the group. later, it is a food fight. grub hub is scoring campbells soup getting crushed what is behind the changing of the gud.ar we're live from times square in new york city. much more "fast money" right

after this at fidelity, our online u.s. equity trades are just $4.95. so no matter what you trade, or where you trade, you'll only pay $4.95. fidelity. open an account today. you'll only pay $4.95. ♪ ♪ our new, hot, fresh breakfast will get you the readiest. (buzzer sound) holiday inn express. be the readiest.

first word and analysis on the nation's secon

this isn't just any moving day. this is moving day with the best in-home wifi experience and millions of wifi hotspots to help you stay connected. and this is moving day with reliable service appointments in a two-hour window so you're up and running in no time. show me decorating shows. this is staying connected with xfinity to make moving... simple. easy. awesome. stay connected while you move with the best wifi experience and two-hour appointment windows. click, call or visit a store today. welcome back to "fast money. trump taking aim at google and social media companies today julia has the latest. >> that's right. president trump going on the attack on silicon valley giants. take a listen. >> they'd better be careful because you can't do that to people you can't do it. we have tremendous -- we have thousands and thousands of complaints coming in and you just can't do that

so i think that google and twitter and facebook they're really treading on very, very troubled territory and they have to be careful. it's not fair to large portions of the population. >> all three companies he mentioned trading down about 1% today. this comes after this morning the president tweeted that google and others are suppressing voices of vefrttives and that "google search results for trump news showing only is the viewing reporting of fake news media." in response, google say "when use areas type queries into the search bar our goal is to make sure had he receive the most relevant answers in a matter of seconds. every year we issue hundreds of improvements to be they as high quality content. we continually work to improve google's search and never ramping results tols political sentiment. on friday, trump lashed out

saying "social media giants are silencing millions of people and, of course, we're looking ahead to next week google facebook and twit remember right now preparing to testify. that's coming up on capitol hill next wednesday >> julia, thank you. you know, i was talking to ed lee over at "the new york times" today about this he was saying that we don't really know how the algorithms work for the most part, it is a black box. they issue updates every year. we do know how this works. is there even a point? could you even make the case because we don't know how they work. >> of course you can make any case you don't know who is programming the algorithms if there's a person are liberal tendencies or right wing, you don't know how that is programmed you can make the case is it a long-term case, is it credible to be affect the stock i don't think longer term you could affect the stock. >> is this a security issue where the companies can wouldn't be -- i wouldn't say hacks or

attacks. if there's an outside force able to manipulate the search, that means the company isn't in control of its product. >> that's the problem. there's both. >> it's both, outside inside, and inside influences come against it there's not a good solution. that's why the stocks are in trouble. >> if it's inside, it's worse. the point i would like to continue to make about facebook and google and to a lesser extent twitter is that i think these companies don't really know the cost of security to their sites. therefore, as an investor, how do you know what the margins will be? mark zuckerberg could not tell us the new cost of facebook. they told us the costs on security would go significantly higher that's not a company that just needs programmers to tinker around that means a company that no longer knows exactly what their business costs are that's a big deal. that's why facebook has done nothing.

stocks down from earnings. >> okay. so i don't think it's going to suddenly rind rebound. >> the one that scares me the foest is facebook for all the reasons tim just said. there is a an chance you retest the level we saw during the zuckerberg testimony we saw on capitol hill 150ish or so the one with the most upside is twitter but compelling on valuation is google. the president can talk all he wants. google is the most interesting. >> google to me has the biggest rick up 18% year to date. >> why >> because search is their bread and butter they're the gorilla in the room. if anything comes off of that, incrementally? if those algorithms -- we saw you when facebook screwed around with theirs. if google does it and it hearst incrementally it's hurting on their major source of income. >> you have to decide whether google as a algorithm, could they legislate an algorithm?

or the other side you have twitter and facebook shutting down phony accounts. we kobe know how many accounts are there are. mark zuckerberg can say we shut down 900 we don't know if that's the tip of the iceberg or almost all of them >> their calculations are hard to do. you have to do it as an investor >> facebook to tim's point could be under scrutiny and the stock under pressure i understand what steve is saying if we get into an environment where the government regulates google, we have bigger problems. >> i'm just saying if they can prove whoever is writing these algorithms has an agenda, that's problematic. >> but of the three stocks, i agree with guy twitter has the most upside. it is in a different way, they've also had the benefit of behind sight or seeinging what

zuckhuuckerberg did with facebo. >> the president commenting on this makes it sound like an emerging market. >> check out shares of tilray flying high after a massive surge and the ceo just said something that's got tim seymour even more excited about the stock. you're watching fast money on cnbc here's what else is coming up on "fast. >> i never very to ring the dinner bell for timmy. his appetite is fantastic. >> i'll be washed up in a jiffy. >> jimmy isn't eating campbells anymore. the company that is cashing in on timmy's changing habits plus, pete is punching one surging dell stock he says is about to soar off trump trade deals. when "fast money" returns. bl believe in luck.

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welcome back to "fast money." an earnings alert. tilray, the company's first earnings report as a publicly traded company the first pure play marijuana stock to hit one of the major u.s. exchanges the ceo just did an buena vista interview and our can business king couldn't believe his ears we're going to roll the sound bite for tim when he wants to comment, i just says, not so fast. you'll see this graphic come up. tim will jump in, give us his deep thoughts. >> i think i can do this. >> let's go. >> lais let's listen. >> once in your lifetime if

you're lucky, you see an entire industry emerge from scratch seemingly overnight. that's what we're seeing right here $150 billion industry globally transition from a state of prohibition. >> to legalization. >> not so fast ultimately, you talk about $150 billion, i think that's conservative as you get into the medical marijuana and biopharma elements that market is small one of the reasons it gets such a premium, these guys have global brands. marley natural leaply is an online website with 14 million subscribers. they can speak to the global opportunity. keep listening i guess. >> you might want to judge companies in the industry based on agriculture or growing a commodity product. that's not what the industry is going to look like five years from now i thinkmostproducts will be in factors that look more similar to other farmceuticals

people will drink cannabis instead of a beer. a product that has zero or no -- zero or few calories and no hangover and they'll drink it instead of a beer. >> not so fast. >> that's amazing. when i listen to that, he's beak saying ultimately cannabis infused beverages could replace alcohol, yes that's extraordinary what i would choose to say is, i think when people look what's going on, some of the biggest consumer products companies in the world, procter & gamble could knock on the door. this is the story here when you've heard about diageo and constellation, what he's referring to is that people's consumption tastes are changing. anyone who thinks that they understand how people are consuming now versus how they'll consume edibles, medicine, you name it, i don't think they know that's why it's such an exciting time it's roll on. they may eat a product in

the form of a chocolate bar or he'dable or consume a pill so that's where the value is it's in the property of these other form factors and other delivery mechanisms. >> yeah. again, fascinating the fact that these guys beat on sales which is exciting because these have not been profitable companies. ultimately, these guys, if you listen to quocow enthey could b break even bill 2019 ten folds by 2021. it's a global brand with high powered investors. private tier they can help them nab straight the entire market spectrum that's why the stock is moving > you've been getting a intoth space, right >> i'm in cgc. the troublesome thing, it's $10 million worth of sales in the second quarter it's approaching on tilray approaching a $5 billion market cap. this is a growth area.

you can't put those normal metrics or the fundamentals overly on it these are not value. these are growth names this is -- if it's $150 billion market, i'm happy with that. if tim says it's bigger, then the growth is even more spectacular than we all think. >> the other part of here, you only have a few ways to play it in the u.s if you want to get exposure, you only have a couple names this could be a huge, huge market from multiple different levels i'm a buy on the dips. if tilray got back to around 50 or so, i would be a buyer. >> what's the market cap on a tilray >> we're now about close to $5 billion. >> this is a case where the stock was a week and a half ago, the whole week has been transformative exciting time. >> you've got to wonder if it gets big enough, it could be included in an index it's a u.s. listed stock >> they were the first u.s. ipo in cannabis. can knowpy, $13 billion.

massive. >> what's today, tuesday yesterday tim did something, what is that thing the plasma. >> he was like an espn, he moved things over to the can tonight he stopped the guy in mid -- i mean, i can't wait to see what he does tomorrow night. this is a week of -- >> maybe i revealed too much. still ahead, it is the ultimate food fight. grub hub eating campbell's soup's lunch in the process revealing a big trend. we'll explain. it's a very special fast pitch joining us from the exotic locale, minneapolis, minami-sanrimi flat pete minami-sanrimi flat pete is all fired and marvin... are going to need a bigger bed.

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welcome back to "fast money. time for instant replay. in february pete said it was time to bet on united health. >> when you go across the entire story of what's going on right now with united health, yes, it got up near the 250 level.

had a little bit of a pullback, about 6% off the highs this is a name like humana that screamed higher. i think it can go closer towards 300. >> not quite at 300 yet. it was a good call it is up 15% since then. pete joins us from exotic minneapolis, minnesota what do you do with united health now >> i still love the stock. i gottous last week. i like the stock but it's made the moves 300, i was hoping to see 300. i look at the market right now and i like what i see in the overall broad market we're at new highs i wonder if we're sort of setting up for some sort of pullback sooner or later there were a lot of names in the last week or two i exited out of minnesota company, they've done everything right there's no complaints. i just wonder, is it strepped right now if i look at the valuation? i decided yes, and wanted to put my money elsewhere. >> you got the hautd hand.

what's your next home run idea >> one of the names i wanted to put myself into is a name beaten down you talked about it coming into this caterpillar. i like it because if you start off with the management perspective, how about the fact that this guy who is now running the company, he has been there since 1980 he is a life who's been at caterpillar. everybody knows who he is. he's worked every different sort of aspect of the business co because of that, i think he has a lot of the respect if you look over the first -- he's been there a year and a half the first six quarters he's beat on earnings and he's beat on revenue. he's beaten on the top and bottom his focus is on growth the interesting part about this company is from a fundamental perspective, when you look where they are right now, the fact they traded basically called it a 11 or 12pe or on the forward side, that says how inexpensive

they are versus the competition. the buybacks over the last five years reduced their stock by almost 10%, just a little bit under 10%. i look at that aspect of it. i always focus on the growth once you like what's going on with management. growth right now, look at earnings three years ago, 2016, they were earning $3 a share 2017, toward $6. now somewhere between $10 and $11, nearly tripled what they're doing. so earnings growth, revenue growth is 26% this past quarter. they have an incredible backlog. $3 billion added to the present backlog. now it's over $17 billion. there's a lot of reasons right now to see caterpillar you say maybe it starts to move back towards the other highs it had up in the 170s from where it is right now. >> pete, nice to see you exotic port of call. i tend to agree with the thesis.

what worries me is the valuation relative to the s&p is a discount it's usually been the harbinger of bad things to come. are you award about this earnings cut that is implied by the valuation. >> you know, no, tim matter of fact, when you looked what had he said in their earnings report and the guidance, it seems strong. when you look at the business model, 50% north america a lot of that construction related. if we believe what we're hearing from washington, d.c. and loy the of work that goes into the field, that could be a bigger growth factor going forward than it has been already. they've got 50% international obviously, as well so there are certain pockets where i think we might see weakness i think there are other pockets we'll see strength oil and gas, you talk about these names all the time that's oneof the areas where they she a lot more growth into the future there are areas that might be weaker the strengthing will overcome that if you look at earnings, they're spectacular.

i still think it's just too cheap right now. i think it's a great opportunity. >> pete, how much credibility do you put into the china tariff trade wars have reached peak and now into your analysis of cat, what are you looking as far as percentage waiting on that is that somewhat of a catalyst for you? because it seems the stock popped yesterday and it's head those levels today all on trade >> right yeah, well, we all know that's probably the one aspect of the markets that's going to be a question mark for probably awhile i think we're starting to feel a little bit better. what happened the other day with president trump and the workings with mexico and will that start to see in other areas in terms of tariffs and how we're going to deal with a lot of trade talk, i tend to think that the negotiation is working if i'm right about that, there are a lot of stocks held down that i think have a lot of room to the upside. >> time to vote on pete's pitch

which is on a company caterpillar, not based in minnesota which is shocking. but let's go tim in. >> chicago. >> close i guess tim? >> i'm a buyer that's pete driving his tonka truck. i think mining recovery is happening. i'm a buyer. yeah, you know what? i'm with pete. he's way out in fargo. he knows tractors. i go with buy. pete was pitching cap but came loaded for bear i'm going to go with a buy. >> wow, three buys guy, what do you say >> i haven't seen pete in awhile that's a plasma. >> i'm going to give him a hug just wave. i want to say cat, i want to say $10 billion authorization starting january 1st an additional $4 billion left on this buyback so i say pete looks good with

that goat. i say buy. >> wow >> a lot of love here on the deck pete for your pitch on cat. we want to hear from you vote in our twitter poll at cnbc fast money results later on in the show thanks, pete plus, it is the esports king of the court. the winners, the winners of the nba 2k finals are here at the a sdaq marketsite to talk, first nbchampionship and the future nbchampionship and the future of espaccident forgiveness, liberty mutual won't raise your rates due to your first accident. switch and you could save $782 on home and auto insurance. much more "fast money" still ahead. liberty mutual insurance. ♪ liberty. liberty. liberty. liberty. ♪

tech under attack. the president versus google. the threat of new regulations. impact on the sector and investors. squawk alley tomorrow 11:00 a.m. eastern. >> welcome back to "fast money." it's been 45 years since the knicks last took home an nebraska championship, traditionally anyway over the weekend, the knicks got their game on and did the home crowd proud by winning the nba's first ever esports league finals josh lipton is in san francisco with the details hey, josh. >> mel, the first season of the nba 2k league ended after four months of competition in long island city, new york, this is the official esports league created by the nba and game publisher take 2 interactive in which nba franchises form and manage teams that compete at a

version of take 2's popular nba 2k video game. this year's champion crowned on saturday knicks gaming knocked off heat check gaming taking home $300,000 split among the team the gamers in this league 102 in all with paid a salary up to $35,000 for a six-month contract as well as perks including free housing and training in all they will competed for $1 million in prize money this season of course, the opportunity to promote their own personal brands, a chance to become social media stars how many people watched? the league tells me that toward the end of the regular season an average of 300,000 unique viewers watched individual broadcasts this league is still very young, of course, but growing four new teams affiliated with the hawks, nets, lakers and timberwolves are joining the league too bringing the total to 21 teams. >> josh lipton in san francisco.

new york, you've got our next guest to thank for bringing the trophy home. nate is a small forward on the knicks gaming team, was named tournament mvp making him the king of the esports court. congratulations to you and the team what made your team stand out so much this year >> i think our team more so than other teams had to fight through adversity. we started off pretty bad but fought through and ended up winning the ticket tournament. it propelled us to make the playoffs we ended up winning the championship. >> what does mvp mean for you personally not just the honor but also sponsorships and your future salary >> yeah, so it means a lots. i didn't go into the finals trying to go for it or anything. it kind of occurred naturally. but it was all my teammates at the end of the day they believed in me to take plays. especially defensively they needed me in that series. that was pretty cool. >> i heard you were a cancer in

the clubhouse that you -- no, just kidding obviously you've been crushing it how important is that chemistry between the guys and ultimately do you guys consider yourself athletes know that's possibly an obnoxious thing to ask. >> some people don't think of it that way. >> when you look at us, what we do takes a lot of skill. there's an art form to it. especially mentally. right? so a lot of preparation. a lot of time goes into it yeah, it takes a lot out of us for sure. >> apparently there are 35 to $60,000 concurrent viewers watching the finals on twitch. what are you expecting -- there will be a second season are you going to stick with this do you feel like the interest is expanding in in this >> yeah, me personally i plan on sticking with it i have faith the league will continue to grow this was the first year of its kind

i think it's going to continue to get better and continue to reach out to different you know groups of people that are interested in the sport itself >> so nate, a lot of othgamers e life span of a gamer is relatively short is that different in the nba league >> it could be this league is unique in that it doesn't have an end limit. it's an entire season. you know, you have obviously a lot of teams that are interested in this league we have four more teams added this season. the life span can be what you want it to be. hopefully it's a long one for me. >> we had that guy, steve, remember, the good looking guy. >> sixers. >> want to talk some smack to him? they were supposed to win something. they won nothing say something in the camera right there. say something nasty. >> no, nothing steve is my guy. he's a good dude he plays for 76ers nothing bad to say about him

>> why he's the mvp. >> sportsmanship. >> they got to the semifinals. we almost played them in the championship it was close. >> i know you know what happened in jacksonville, florida how do you think that's going to change tournaments, change the way people go to tournaments in the future >> yeah. obviously that was a tragedy i mean, thoughts and prayers to the families i think that especially in our league, security is a very big thing. it's only going to increase. brendon donahue has made it prevalent it's going to matter a lot. our security in our league is important. more importantly is security across any esports leagues or turms is important. >> nate, congratulations the team is here congratulations. >> yeah, guys. >> a beautiful trophy to celebrate their win. >> the knicks. how many times you can say congratulations to the knicks. still ahead, food delivery service grub hub on track for its best ever year we've got all the details.

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welcome back consumer staple stocks getting crushed this year. one name is winning the food fight. grub hub up nearly 100% in 2018 on track for its best year dom is in the newsroom breaking it all down. >> when it comes to eating, it's been a food fight between food stocks maybe one telling example lies within the trading action we've

seen in shares of campbell's soup versus grub hub both companies there to help customers have a convenient dining experience. investors at a crossroads of sorts. campbells has been struggling to tell its story and get investors about future growth. dan loeb have taken a stake in camp bes and pushing for change. mane a possible sale of the company. shares of campbell have lost around 17% of their value just on a year to date basis. it pushed market cap down to $12 billion. meanwhile, you've got grub hub, that ecommerce platform that exists to connect restaurants to diners help them get their food picked up or delivers. earlier this year, grub hub announced that big partnership with yum! brands that involved a $200 million investment in it, as well a yum exec joining the

board. shares of grub hub have nearly doubled just so far this year which makes it worth over $12 billion. and melissa, the question becomes will traditional consumer staples companies be able to be an adopt to survive and thrive against faster growing food related rivals at least for right now, it looks like the new food trade is outperforming the old food trade. >> thanks. question here. when was the last time, tim, you opened a can of camp be's soup >> let's see reasonably when i kicked the slats out of my cradle it's been a long time. >> when was the last time you ordered in >> three nights ago. >> does that is encapsulate this trade? >> no, i love campbell's soup. chunky stuff that you get the can opener, open that stuff, put it in for 30 secs. >> you put the can in the microwave? scenario of no, i don't. >> you're not the righter. to ask. >> of course, i'm not the right person to ask.

>> they are turning a corner trying to make it a healthier food choice. i'm sure we've eaten stuff from campbell's not in that jar or can. so there's the sauces, there's biscuits, frozen foods there's a lot of other aspects than the one we all associate the andy warhol one. >> it's the change is where you make money in stocks when this company starts to turn things around, that's the unanticipated change i've got an activist in there. they'll potentially change things this is a value trade to me. see how did i that >> you're expecting campbell's soup to turn it around >> yeah. >> the bottom line - >> up 20% since june. >> it's apples and oranges this is the mechanism for possibly getting your tomato can. ultimately, it tells you who owns the consumer is who gets

the valuation. grub hub clearly control the consumer. >> i would rather. >> play that game, as well >> there you go. >> i'm with tim on this one. they call them the people that get the grub hub, they call them grubs. so. >> come on >> are you serious >> i listen to -- they call them grubs. the grubs were up 35% year over year to tim's point although valuation on a price to earnings multiple seems high, their growth in terms of grubs and other metrics makes sense. i think you can stay with this. >> aren't grubs like maggots. >> i was a negative grub hub. >> i would rather campbell pork and beans. >> square has a food delivery business up 133%. >> some pretty interesting moves on results of campbell's move. >> this was a name that saw

double the average call volume a pretty big move especially for a consumer staple food stock like campbell's. a move of about 8% one way or the other. after they report earnings what's interesting though is we saw longer data call buying. a large purchase, somebody paid $1.25 for 5,000 of those making a bet the stock will be higher than $45 up about 16% from where the stock currently closed and the other interesting thing i would point out about this, you know, from a price to earnings perspective is, campbells is cheap not as cheap because they've taken on a lot of debt using options to make a bullish on the stock is probably the best way to play it. >> let's bring mike in on this game. >> sure. >> knowledgeable about soup. >> would you rather campbell's soup or grub hub, mike >> you know, i kind of like soup because there is a lit of leverage and room for

improvement. it is trading relatively cheap not a lot of things are right now. trading about 14 times we were talking about it's got soup in the name but an only about a third of their rev newspapers cape cod chips, things like there. a lot of place whereas people still skoum their products they have room for improvement. >> mike, thanks. mike khouw in in san francisco check out the full show friday 5:30 p.m. eastern time up next the results of the poll up next the results of the poll and whether you're voting for . why are you so good at this? had a coach in high school. really helped me up my game. i had a coach. math. pete's pitch on cat and the final trades aders have coaches? who says they don't? coach mcadoo! you know, at td ameritrade, we offer free access to coaches and a full education curriculum- just to help you improve your skills.

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energy lives here. you may be wondering just what exactly does pete najarian do in his trip to beautiful minnesota? he listens to sessions of tony praxton "unbreak my heart," while driving to home depot. those are just the fantastics. >> just the facts, jack. >> sorry, you lost you're taking it well though, pete good to see you. >> i appreciate that. >> pete najarian time for the final trade tim? >> i'm a fan of mlps all time highs

looks great. >> you know what looks like it wants to break out, small tech bioteches. >> >> avis budget, bye. >> guy. >> silence is breaking out, sister. >> thanks for watching seyou ckere ba he tomorrow at mh jim cramer starts right now. my mission is simple, to make you oney. 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, but to educate and teach you so call me at 1-800-743-cnbc or tweet me at #madtweets the stock market isn't always a friendly place it can be volatile, painful, and