that's the man runs the whole thing he is the commissioner. >> will anyone take 3m >> does that change the calcu s calculus, jim? >> i did a lot of work on it today and steve on the judge's show j.p. morgan, a lot of things need to go right in a very short time of this >> if you had the number one pick today, right now, in seconds, who would it be >> biogen. >> i know the picture was going to pick that just front run the picture. >> i didn't front run anybody. tyler asked me a question. >> it is for sale. it's for sale. >> a big sale. >> this is historically low valuations market cap is interesting. get to make an acquisition, thinking a year from now, talking about biogen at $190 handle. >> who's your kyler murray in this >> low stocks tend to work i was eating chipotle and put on

a blue apron because went with that blue apron last year which was a low dollar stock and didn't work. now, we'll probably hear from mr. blue apron but that didn't work so i'm thinking he either goes with freeport because it's a low dollar stock and i know he likes that kind of thing or, you know, he may go for amd. which was such a winner a couple of years ago >> one of the reasons why nick lowry won last year. >> exactly the first pick is in go to kelly in the draft room. >> thank you i'm here with tim seymour with the first pick of the 2019 stock draft. seymour alpha. >> first pick, we select general electric, ladies and gentlemen ge >> ge. >> yeah. this is one of the picks that's hard to love but it's a debt and balance sheet cleanup story. it's interesting because tip of the hat to mr. frankel who last

year actually, she picked ge and what we know about stock picking is that, and what we know in our industry, being early,sometime is being wrong and in fact, i think in this case, she was right on with the idea, but i think the timing is everything larry is the winner. knows how to win and been here before our war room was torn. there was no obvious number one pick this year and frankly, this was the hardest decision of my life >> wow, ge goes number one >> hardest decision. >> no fighting in the war room >> it's interesting. can't go for low dollar stock. >> but is it right choice? up 27% >> what does that say, jim kramer >> i think -- >> it's a stretch. i'll tell you why. this is just jargon but this pick who you have been there at number 11 if the first pick in the second round, jim kramer >> with the first pick >> we're saying he's culpable. >> oh. >> had to do that. somebody had to do that.

>> okay. so we're a little lukewarm on ge as the number one pick but you were dead right. >> low dollar. but larry himself said, listen, don't expect to turn that fast tim may know something larry doesn't. >> second pick is in wow. >> the green machine kelly? >> oh, man, that's great >> oh, dom >> i got jarvis green right here have the two number. didn't need time to think about this at all. take us through who it is, guys, the number two pick and tell us a little bit about why. >> green machine picks constellation brands >> wow constellation brands constellation brands is a great story. let's put the hat on there jarvis, take us through what it is the beverage alcohol or the cannabis related investments they are making that's got you fired up about constellation >> for me, being in the industry, i'm a big drinker. wine, corona is one of my favorite beers and the

collection and tmy grandfatheman the cbd oil. so i think it will be a great pick look out for december. >> do you think the cannabis will override the particular investment theme versus alcohol in the long-term >> right now, i don't think so because in america, we drink we drink after work hours, celebrate the party. i think the alcohol part of it, although it's going to be a winner but the cannabis and the cbd oil and the technology as it grows is going to catch up. >> jarvis green, the green machine. constellation brands back to you. >> bethany frankel on the clock but before we go to her, we'll get your reaction. i just want to go hang out with jarvis it looks fun and he'll bring the shrimp he's in the shrimp industry and foods. what do you think? >> i think four months ago in december, trading 150. this would have been a home run. because the streak got this stock run. now figuring it out and i don't

know how much upside i love his foot process. i think if we played this game in december, it would have been a home run i'm not so sure now. >> he will do a great job at ceo. i like bruce, canopy and canopy got the work chest but spent a lot of money on acreages in the show my problem is with this, the possibility of canopy being a bigger driver but now you're stuck with a warm summer and frankly, the states that have allowed cannabis, beer, boom down >> all right next one up, bethany frankel kelly? >> bethany frankel is here with me and just heard tim seymour called you out for picking ge last year. >> yes >> down 30%. so like he said, maybe you're just early, not wrong on that one. let's get right to your 2019 pick who do you take in the first round? >> i'm often wrong, never in doubt. like tim, this was one of the greatest decisions of my life alongside with whether to have a child or not i am going to go with boeing

>> whoa. >> they sayabout me, the b is back so they've had some issues but everybody loves a comeback i'm going with boeing as the comeback kid >> the hat on. going with boeing up 19% >> bethenny, did you have to think through this >> you have to take some risks the stock is down. they've had some issues in the past, which they resolve and historically, their stock has bounced back so we all like to bounce back. and bethenny is going for boeing >> we'll send it back to melissa. >> interesting one nick lowry up next, the 2018 stock draft champ but for boeing 446 was the high not that much considering. >> on this morning, the street, ceo of southwest air he's sticking by boeing. 5% of the fleet, is 737 max. i think the choices are a good

one. my only problem, like we said, constellation, this has run. you may be later than you think without the trade here >> wonderful is sitting around because he won this thing a couple of years ago with boeing. >> i was going to say, he picked boeing twice >> all right, that time means it's in. dom in the draft room. >> so what we have right now is the 2018 champion nick lowry so nick's pick, take us through. what is it >> it is nvidia. we're doubling down on the idea that microchips, especially with the timing the way amd was timing a year late with its products, same thing with nvidia this year and ai and also, the beginning of auto driving. robotic driving cars and they're positioned for that perfectly. we're doubling on that because

it is a battleship it is unstoppable. >> so guys, remember, last year, his big pick was amd and he won it with amd last yieear, guys, back to you. what do you think? >> jim named his dog nvidia. i look at the picture of my dog but he's so ready to win this contest. i think this is a very good pick why? because i know it's up 100 from where it was from the pre-announcement but even though elon musk threw him under the bus. jensen wong. artificial intelligence and krip t crypto is in the picture >> they're in all the right businesses the november snowstorm notwithstanding, it was ridiculous ridiculously poor quarter. i like this pick though. >> i do too. >> boy, you guys are on this one. this one first >> actually, i might because i

just bought it from the trust. >> let's go to kelly in the draft room got the next pick. >> thank you very much everybody knows who my guest here is. celebrity chef and restauranteur bobby flay he's a secret stock picker but no, talking about the stock exchange back when he was a kid. get back to it who is your pick in the first round of your first stock draft? >> so i decided on this stock because the s&p has been up 17% so far and we're only four months in. we have 8 more months to go for the rest of the year and 9 more months for this contest. and so who knows >> you're feeling a little nervous. >> people tuck in a little bit. >> a defensive pick. >> it's a defensive pick but also a pick with something that i know a little bit about. food so i'm going to go with kraft heinz. >> we just talked about that >> bobby, it's one of the biggest stock dramas of the year i mean, they've completely, you know more about this than i do

why do you think they're attractive at these levels >> i'm a huge heinz ketchup fan and own grey poupon. people will tuck in and eat a lot of food at home. >> i think this strategy is very interesting. tuck in. what do you think? >> sylvester stallone in rookck, i don't use them condiments. nobody uses relish anymore >> you don't use relish. doesn't mean everybody. >> if the stock hasn't performed within the all-time high, when is it going to >> three for one split gino' uses it but i'm worried about bobby flay i tell you why he's one of the people who believes in thermo nuclear war the whole list that kraft heinz makes. every one of them can. >> that's not good for my

constitution without getting into great detail. >> i have a number 2038 all the food 2038 >> we're here with mario ho, professional poker player. take us through. you're a deal or no deal alum. what's the deal for you? what's the pick? >> we are going to go high variance all the way square. >> so payments it is a variance bet on jack dorsey take us through why you like this kind of a pick in square. >> they launched a debit card. great for small businesses, it's probably never going to go anywhere and i think there's a lot of potential upside, hopefully. so, you know, in poker, we we are going all in right now >> all in for maria ho on square back to you. >> what do we think?

a lot of competition in this space. >> paypal had a great number and went up. again, it's the variance the square could double because there is such enthusiasm for fin tech and square is the fin tech darling. >> if you believe small business, the greatest economy in the history of our republic, the small business, is that what koskins is to the philadelphia phillies not bryce harper seventh pick is in kelly standing by. >> on that very note, i'm here with noah syndergaard for his first round pick of the first season cnbc stock draft. so who are you going with? >> with the seventh selection of the 2019 stock draft, thor's hammer going to go with tesla. >> gutsy why? why tesla?

>> fast cars, fast balls >> do you drive one? >> i don't drive one but i'm all about the environment, of course electric cars. >> saving the environment. >> yes, i like that. and i have some insider information. >> oh, insider information to the studio. >> insider information >> that is dangerous >> i told him it could double or nothing. he went with the double. i'm going with the nothing no, i like him i think it's good. let me just erase my board for a second i think that tesla is a double or nothing buecause the stock hd the worst number ever and is it even down? today was a really bad number. what happens if they get the 10% bought by beijing? >> or by mr. wonderful who probably wanted to pick this up

as well. because he's got the pocketbook. beijing, but you know this 249 level which is exactly where it's trading now, critical >> it better hold here, otherwise, i think mr. syndergaard. >> held a lot though five times >> great one for this contest, right? because you get a big short squeeze on some good news. talking about one million by the year 2017, robo taxis. >> all this hilarity we've got three more left in the first round, folks kevin o'leary is on the clock. constant complaint has earned him the nickname mr. wonderful first round pick after this break. the 2019 cnbc stock draft continues in a minute.

welcome back to the 2019 cnbc stock draft kevin o'leary, mr. wonderful, mr. winederif you feful as he'se known. >> boeing and chevron on blue chips and then creamed by blue

apron. what's your first pick >> i want to blame kramer. he put it in my head so the bottom line is we'll have a lot of volatility in the next year a quality balance sheet. you care a lot about earnings and really want as little debt as you can get because those are the names that will survive and i've gone to safety with growth. it got in my stock in december and come back half the way the rest is yet to come in the year and i'll be winning with johnson and johnson. oh, yeah, baby i just want to raise one other issue. bring serious charges against the draft. i want pelosi and mueller to investigate this obstruction of cash flow we're not allowed to collect our dividends and really unhappy about that i've got to change these rules. >> johnson and johnson next pick for mr. o'leary, back to you >> on the clock but let's get some reaction. >> they have reversal, the stock

goes to 1. do not pass go i love this call >> really? >> if you like procter and gamble at 22 times, like j&j there is a comparison but if mr. wonderful is not happy with the rules, i'm sure this canadian business television he can participate on and they don't have a draft >> georgetown pelosi >> the meantalist. >> adam schefter's birthday, i am thinking of the stock right now, okay, and i know that oz knows. you can ask a couple of questions. >> i'm about to pick the stock for you. hold on. first get in kevin's head and then yours >> look at this, what you made jim feel he looks devastated. i'm here with oz perlman and

kevin o'leary. you have this, a surprise, in this envelope, okay, can you open it please and read what's inside >> did you sign this bad boy >> what's in this envelope >> what does he think is in it i know what you would think. instantly, your pick, but a picture is worth a thousand words. before you jump in, can i show you all, there's a picture in there. did you know what you were going to do here today there's eight other things i don't want to touch. grab out the picture it's exactly predicting what you would wear today so first off, amazing first hits i'm kidding. kevin, take inside this envelope zero so far. no dividends for me. is that stapled, sealed, all the way around please, tear it open what was your choice what hat were you just wearing >> johnson and johnson. >> did you tell us sold? >> nope. >> open it up. >> here we go.

>> read the first line. >> kevin will pick johnson and johnson. >> hold on, kevin, the world is your oyster, could have, should have, would have doesn't exist for investors. if we didn't get you a list, and you could have picked anything on this blue earth, what stock would you have chosen, not johnson and johnson but what would you have picked? >> exxonmobil. >> read the rest >> if he could have, any stock, exxonmobil what the >> how is that possible? >> oh my gosh. >> did you have any interaction about this >> the s.e.c. is already looking into it. round pick two, good luck. >> i have a job for you. >> hired >> i'm impressed really i'm trembling. >> let's see how good you are, oz time to make the your first pick

of the stock draft drum roll. >> oz knows, i deliver alpha i'll never be mr. wonderful at reading a balance sheet. what do i do i get inside people's heads and what i think is what people's heads, entertainment, 101, disney about to roll out >> that is simply not -- there's no way i think this is the end game when i win the stock draft >> during the commercial break, i turned to his guys, pick the stock, you can see it. >> kevin first and then you, did i not? >> come on, guys >> that is amazing, that is amazing. >> that's impossible >> scary >> i don't know what to say. i mean, that's the most ridiculous thing >> i tweeted it a second -- wow. >> what do we think of disney? >> too expensive

>> 23 times forward earnings got it crushed now given the levels it's seeing i understand what he's saying but netflix has a 5 to 7 year head start at disney behind the 8 ball i love this oz guy but i don't love the pick. >> tenth pick. final pick of the first round. let's go out to frank holland in booer beardstown, illinois >> go, ladies. >> go beardstown >> we had to practice that a few times. i'm in illinois with the moneymakers of the midwest the beardstown ladies. they feel like cinderella because the last pick in the draft but they have to be the first in your hearts and joined by buffy, what is your pick? >> we chose alibaba. >> usually you pick what you know. >> we don't know that but in our focus groups, we called alibaba the amazon of china but we like their fundamentals their long-term debt's only 20%

of capital and they're predicted to have double digits earnings growth this year but on top of that, they're flexible, expanding into food service and streaming. so we think they're taking a few lessons from their cousin amazon >> and even though you picked last, it was your first pick back to you. >> thank you a quick reaction to the booerds to beardstown ladies. >> definitely a u.s. china deal done within the next calendar year until the next time we play this game. in fact if it happens, jim can speak this anywhere from 20% to 25%. >> only recommend two chinese stocks, doing this one, this is my favorite. it does have the possibility, again, of what we're looking for, a double on a trade deal and some great quarterly numbers. we have singles there. included, right? so i think it's great. >> first round of the 2019 stock draft is in the books. there's still two rounds to go right now, things are getting ready for the second pick.

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the first round is complete. the 2019 cnbc stock draft. let's go back through the picks from one to ten. there you're looking there's one. tim seymour chose general electric mr. green, the green machine constellation brands bethenny frankel picked boeing nick, last year's champ, went with nvidia. bobby flay went with kraft maria went with square noah went with tesla kevin went with j&j and then the beards town ladies, alibaba. >> the telestrator, give us your zeros from that round.

>> this is a contest defined contest. it's not ira or long-term. i thought right with tesla, this is a stock on any bit of news, including by mr. musk, it could quickly go up 100 points >> let's talk about the chart because visuals in this business help and we were talking about that 249 level. we didn't just pull it out of thin air let's see where we pulled it from if you look, that's been support now for quite some time and i mentioned the chance of it breaks here, we see 175 and that's the 175 level i'm with you the visual help. >> worst quarter of the year and come on. what would happen if they had a good quarter think about that >> round two of the 2019 stock draft will begin after this. seymour alpha is on the clock. stay with us for more. sfx: [phone ringing]

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the biggest day of the stock picking year is here the 2019 cnbc stock draft continues. all ten teams have made their first rounds and what does ma me -- that mean dom chu to kick off round two. >> here with tim seymour you picked a big one general electric how do you follow that up? >> again, we look for something that has a high delta. people talk about how to play this game. not necessarily the best company but when things go from terrible to just bad is when you make the most money but can i draft noah syndergaard? >> he's right there right now. >> let's hear this >> the trail winds in the gaming sector are very exciting you could make an argument it's a media play, the nfl. so it's in the game, electronic arts back to you. >> that's an interesting one, dom. very interesting guy

>> you know what jim had, the telestrator, jim mentioned electronic arts. but wouldn't it make sense for disney, somebody to buy electronics? >> i've been for years with tape two. come on, strauss wrote a book about it. like a 30-year-old in a 60-year-old's body i don't know i think that all of these companies could be purchased by a major motion picture >> that chime means second pick. kelly. >> second pick is in jarvis green, the green machine. you picked constellation brands last time around you like consumer stuff you know what are you going with this round? >> netflix >> all right, jarvis >> why netflix especially because we just heard oz the mentalist picked disney. >> netflix eight years ahead of disney right now and i have my kids, my nieces and nephews, a

story about we binged one time 14 hours straight on netflix and always traveling so when i come home to just go out there and binge, have the time to press pause, and finish and keep moving. but it's the future for millennials. >> jarvis has the wines and the beers and now he can sit and netflix and chill. that's the end right there, baby. what do we think >> hastings, i think one of the top three ceos in the country. very few people talk about but the huge run 375, resistance, disney in the game i like the pick. >> i like the the pick a lot because i think that the thing that matters are hits, and he's going to have a lot of hits in the second half and right here, this is going to be one where like, three weeks left jarvis is going to pull out. >> pick is in. dom is with bethenny frankel >> right here, you can see she's showing us her first pick. it was boeing in that first round. so bethenny, you're wearing the

hat. what's the second round pick >> tillray >> betting on cannabis, legalization it's great for wellness, for pets, and cbd aspect is huge i'm going for it >> you've got your two dogs right now. >> biggie smalls are here. @biggiesmalls and a stage mom also but the stock low in the 50s and now at i mean, the stock, sorry, the stock was up to like 300 and it's now in like the 50s and so i'm betting it will go back there. >> the cbd play, guys. back to you. >> a lot of interesting tie-ups. >> but i'm troubled. i don't like that ownership situation. i do think that i like canopy. i can't go with this one i just can't get around it. >> to bethenny's point, to play

devil's advocate going from 50 to 300 like this i'm not suggesting it's doing it again but what is she talking about? is biggie and smalls two different people or the dogs >> she lost me on that too >> we'll get clarification from the draft room on that. >> very important clarification. champ nick lowry has it. >> the doggies are right over there. but let's get to nick lowry who went with nvidia last round. who did you go with this time? >> last year, i picked a&d and guess what, second round, a&d again even though my pick with with this. i'll tell you why. even though it doesn't fit on my head, google picked it for their cloud,pl playstation, a shortage of pc chips. it's the patrick mahomes of this round. triple threat. >> jim, you like it. >> two in my life. my wife and then sue, one great

ceo. did i say something wrong? >> it's the way you sonay it. >> the market is open right now. when the market closes, it will be turned around dr. seuss. >> dear friend, great show she mentions the fact that last year, mr. lowry picked shows that have mitigated their exposure to foreign exchange it's genius what he did last year and back on the beam again this year. i do like the pick. >> i do too. it gets past that where they were last quarter. they're not this kr she's from queens and so is my partner. >> a lot of good people come from queens. to dom in the draft room bobby flay. >> chef flay with me right now went with the defensive play with kraft heinz, consumer staple the first round are you sticking with the same theme this time around i say only because word had it that thor, noah syndergaard,

wanted kraft heinz. >> i'm flattered then. >> what's the pick >> the pick is if it gets tight, everybody will be looking for everyday low prices and that's walmart. >> all right, walmart. the pick from bobby flay kraft heinz and considering the consumer staples and defensive play, guys >> walmart feels to me a little bit like the antithesis of a double or nothing stock. >> true but walmart has fallen behind costco. it's nowhere near where it is right now and costco doing just really fabulously well i think it's a terrific pick if jet.com comes in >> this is my smart board. >> too expensive for walmart. >> got to go >> if mr. flay likes walmart at these valuations, he should love target at their valuations jim, that would be my play to go down that space.

>> you're right. i'm just going to go with it someone better pick snap double or nothing. >> you just can't do that. are we allowed to tell people what to pick >> all the time. >> that's the fair point >> it's all the time anyway we are officially halfway through the 2019 stock draft 15 more to go. round two continues after this the blue chip leaders. maria ho consulting with her team find out right after this. through the at&t network, edge-to-edge intelligence gives you the power to see every corner of your growing business. from finding out what's selling best... to managing your fleet... to collaborating remotely with your teams. giving you a nice big edge over your competition.

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welcome back to the cnbc stock draft. it's time for the sixth pick in the second round i'm joined by the blue chip leaders, maria ho and her partner david tuchman. everybody has a brain trust between kevin o'leary, doing it all by himself you went with a square and liked the high variance. what about this time >> this time, we are picking united health. we feel like we're betting on the fact that government scrutiny over health care will

subside, hopefully and guy made a great pitch on fast money last week so we're sold. thanks guys. >> huge guy fan and he sold me on it. >> come on >> the research is there. >> pressure is on, guy. >> there's no pressure at all but you talk about unh huge stock from a charitable trust. just to say, biden doesn't want single payer you have no candidate of credibility that could be present. >> shoot first, ask question later. last five years, average 17 trades people are losing their minds. >> they are, they are. i completely agree with you. >> i love the fact that you watch "fast money. >> i'm doing my show >> the chime tells us the seventh pick is in dom is standing by >> thor's hammer noah syndergaard ready for the seventh round pick you've been known as a guy who

likes forward thinking, technology, young people oriented companies so take us through what that means for this pick. >> that's a really good question, actually we're going to go with amazon. >> why >> personally, every day i get two or three amazon boxes. i can imagine what other people are doing. i really admire their purchase of whole foods in 2017 and passed walmart as the largest retailer in 2015. >> is this a buy what you know situation? >> i think so, yeah. >> he gets a lot of boxes. making that his second round pick back to you. >> to the pick and then show how noah came to our attention >> a problem with large numbers because i think in the end while this could go up 20%, it could, it's already up a lot. i love the stock but you need, it's not a double or nothing

it's going to be incremental if they don't talk about amazon web services, they need the narrative about being bullish and they haven't the last couple of times they've tempered your feelings >> and according to the rules, i know we've got to go, but the closing price as opposed to tomorrow my concern is -- >> closing prices. wow. that's great insight don't pick intel >> we want to show a photograph of one of the ways, thor, noah syndergaard, he's legitimately a cnbc -- a guy fan. noah is a cnbc fan turns on cnbc. watches us lots of days and that was one of the reasons, somebody knew this and that's how we reached out to noah and thanked him and for being here on his day off. >> total real deal. >> glad to have him. kelly has got the next pick.

>> here with mr. wonderful mr. kevin o'leary with his lucky talisman so you went with johnson & johnson for the last round who's your pick now? >> at this point in the draft, you could really start to see where people are taking risks. i look at seymour ge i go to a wake after this for the stock. that's the money, and last year, going all chips late in the cycle. he's going to get slaughtered but i want to go low risk again. a balance sheet pick you want to cruise into the winning run here and that's what they'll be doing with altria's balance sheet. absolutely think of the quality here. >> how do you feel about the whole juul situation >> there's always going to be that issue but it's a growing market a little controversy but just enough excitement for me just a little bit of excitement. >> i would have thought you said, they couldn't buy 40% of the company and pay a price like that they wouldn't like that. >> i won't invest in cannabis stocks but get around the fringe of that growth

>> says in front of bethenny >> be in prison next year. >> you will. bring me some wine in your little >> going with altria guys. >> up 3.5% this year volumes are declines under scrutiny by the u.s. food and drug administration. jim kramer. >> i'm troubled. the quarter was really bad this is a dying industry maybe for good reason. i much prefer cannabis >> constellation, somewhat sla d but altria out there in the netherlands and does mr. wonderful realize there's no dividends? should we tell them again? you don't get the dividend do we get a relook at this or locked in? >> it's locked locked >> no dividends either >> i'm not thrilled with this.

there was an audible groan here. there was an audible groan all right. let's go to the next pick. dom which you is in t chu is in the draft room. >> oz got mentalized the last time around. this time you pick disney, we kind of know the reasons why here but thinking maybe a little bit differently this time around or the same thing? >> no, much different. >> what is it? >> swing for the fences. i'm talking, obituaries written for this time and time again crypto, down nearly 40% in the last year. a rebound is under way i'm going bitcoin for next year. bold play, bold play >> what is the bullish thesis? there's so much skepticism out there. is it even real? the ship sailed? >> gone down, sailed again and this is an upswing so many applications still there for it not going away i think that right now, we've already seen and it's gone up.

i think about 15% in the last month. we're still going, it's trending up so right now, i'm not going to win with a 10% or 20% on a blue chip stock disney will do well for me but this is a play where it goes up 70% or >> this is the exact opposite of the safe play that bobby flay has been trying to make with kraft heinz and walmart. so bitcoin and disney, guys, that's pretty aggressive >> i like the way oz is diversifying his portfolio between a classic senior growth stock and something that's a wild card. i think the man is really showing us a lot today >> you're still freaked out by that disney thing. are you can't get over that. >> i can't get over it either. it's freaky. >> there's no explanation. >> i want to know if he can get into your mind >> you can't get in my head. >> that's like a crypt >> a vault >> a vault locked up. >> there you go. >> lock it up. >> solid rock. >> there's nothing up there. you'd know see, the reason i can do this,

i'm not that smart i just say whatever comes into my head. there's not a lot of room in there. in and out >> does anybody remember >> todd gordon that took him down >> you might notice flash gordon's not here this year. just saying. >> what happened to him last all right. last pick of the second round. frank holland in beardstown, what have you got? >> back here with the beardstown ladies remember, this group of investors finished third and second in previous years they say they're going for number one this year back with buffy tillette pratt what is your pick? >> biogen. >> we've been waiting for that one. >> because of their failed trials with an alzheimer's drug test but that's not the only drug that got in their pipeline they've got other drugs and we're taking a chance on that. >> a lot of research on this >> yes >> sounds like you made a quick decision you guys were taking a vote. was there any other factor that made you go with biogen in the biotech space? >> we argued, we voted, we changed our minds several times

because other people are picking our stocks when you're in tenth place, other people picked your stocks. >> so was there any other pick that got picked that you really wanted that was in your top three? >> united health care. >> heartbreak. there was a lot of dissension among the ranks in changing the stock pick there guys, the second pick in the biotech space. back over to you >> the same page as you guys >> you've been waiting for biogen for a lot of this draft, jim. >> we were talking before, biogen, there would be a lot of companies that want to buy it. still dealing with the overhang of the alzheimer's drug not working. any piece of good news could ignite i think it's a pretty interesting pick >> this is not a one-trick pony biotechnology company. and it traded as if it was over the last couple of months. i don't think it's justified i understand it hasn't really bounced. but i think these young ladies forfrom beardstown are going to be very happy a year from now when biogen was the -- what pick is that? the 20th pick. in the 22nd round.

>> it's a dan marino kind of pick >> are you surprised, jim, apple on the board i mean -- >> i'm shocked you give that a 30 multiple it could be the winner. the lack of faith in tim cook is really extraordinary i find it insulting. >> insulting >> insulting >> whose basket do you like so far? now that we've got two rounds in the books. >> well, i will tell you i think jarvis green who picked two in this draft with constellation brands and netflix, i think he sets up really well. i think he's disappointed that till raye's off the board given his lifestyle choices. >> we're going to get jim's answer to that after our break >> exactly as i mentioned, two rounds in the books. we've got one more round to do they all count equally you will not want to miss round p. it is streaming live on cnbc.com, twitter, facebook and youtube. "power lunch's" 2019 stock draft will be right back

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go that's going to be streaming online on cnbc.com and other venues including youtube >> i'm going to devote the top third of my show for gaming this for people i just decided to do it. >> based on these first two rounds, jim, which team do you think will be in first place a month from now not a year from now. >> i think it's going to be the winner again it's been nick lowry amd or nvidia. one or the other's going on the king of chips by that point. >> you're always about diversification -- >> for the one month you cannot own both. >> for a year's time >> for a year's time i happen to think maria ho has got two real good winners square sxuchand unh. one's in coral spring and the other's way too cheap. >> he said jarvis green for the one year for the one month for the contest help people out there. >> i think jim makes a cogent point about both nvidia --

>> what other kind of point is he going to make >> he's the mickey mantle of this whole thing as i mentioned on twitter today i am phil linz for you yankee fans you know who i'm talking about. how about oz with bitcoin over the next month disney dead money. bitcoin maybe stealth rally. >> yitzchak perlman. >> oz, oz, come on >> bitcoin is an interesting spec but that's all it's going to be after what happened. >> a peer of oz. oz and o'leary standing by the thing you did early when you picked what he was going to pick was amazinamazing. that envelope was sealed since when, oz >> moment one. we walked in here today at 1:30. i said take this envelope done let me near it take it with you to the bathroom if you want. i. >> i took it with me to the bathroom and i didn't want to touch it after that >> we've seen this week some of this interaction you guys had. can you -- >> there was some ribbing. >> when did you first start

talking about his picks -- >> kelly, i want you to know that i intentionally thought one and then changed it just to screw him up and he still got it right. there's something very strange about this dude. for me this is the moment of the draft. this is crazy stuff. >> i'm still waiting for an explanation. >> do not invite this guy back next year. >> you've got to bring the winner back. >> you said about bitcoin dead money. >> going to zero >> we'll see >> over to you guys. >> i wonder if he knows what everybody else is going to pick in the third round >> oz knows. >> remember last year he picked the price of pepsi >> the closing price from the day before when he went to "power lunch" and it was sealed in an envelope he 345i8d to mais the week before. that was fun thank you for watching "power lunch. the fun, though, doesn't stop here we've got one more round of

picks to make. >> we're going to take a short break and then you can join us on cnbc.com, facebook live, twitter and youtube. lots of ways to watch round 3 of the cnbc stock draft meantime, let's bring in will fred frost and sara eisen pour "the closing bell. sara, we missed you this year. >> i missed you. here's my favorite line i wrote down fast cars, fast alls, i go with noah syndergaard on the tesla pick >> great job i love the bobby flynn michelin starred chef and he absolutely adores simple old ketchup and mustard. goes for kraft heinz >> though not many millennials do these days. guys, that was awesome again, as always, i miss joining you but loved watching it. >> fantastic have a good show, guys >> we are here on the floor because the action in the markets in this final hour of trade is all about 3m. we're at post 8 where 3m trades. >> 3m is