tv Fast Money CNBC December 7, 2020 5:00pm-6:00pm EST
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there's a sector that's had a great run since early november. >> excellent run in the stocks yeah, seems as if the business probably can see to the end of this too will be interesting to hear their assumptions in terms of credible losses. things like that. >> we finish slightly low he on the s&p and dow higher on the nasdaq, thank for watching "closing bell. "fast money" starts now. thank you very much. in for melissa lee i'm tyler this is "fast money. tonight's trader lineup -- welcome one and all. glad you can be with us, such loving settings, tonight on fast a regime change for stocks heading into 2021, chris harvey will tell us the names he's betting on. palantir stock up 21 percent today alone, we'll tell you the headlines that drove those gains. we'll all over the after-hours
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action toll brothers and stitch fix stocks are moving. we'll break down the trades straight ahead we start with target practice, folks. looking into next year more firms putting out 2021 s&p forecast it's quite a range, citigroup 3800 three percent higher than now on the s&p at the other send j.p. morgan 4500 about 20 percent upside so folks as we gear up for next year, which camp are you in guy? are you at the low end 3800 or closer to jpmorgan. >> i will tell you what i'm in i love tyler mathison. >> nice to see you. >> you're the man. thanks for being here tyler. tyler, what was that show boldly go where no man -- not "star tr
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trek" you a fan? >> i never was a fan that's okay. >> nor was i chauvinism notwithstanding, for the first time in history today global market exceeded $100 trillion of market cap, 115 percent of global gdp and s&p 500 now about 180 percent of u.s. gdp just ridiculous numbers. so i understand why the market is going higher, i get it, but i'd about in the low end of that camp, tyler. >> low end, closer to citi how about you, tim >> playing the tyler mathison bye camp if you look at tell me where the fed will be in terms of the language, don't think they will do a lot with rate but may start to guy in 2021, that's where the market going to be, i think we're going to be in the upper end of the range i do think you have a dynamic here the whole reason we have equity to global gdp ratio because
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every central bank in the world push you out of the risk curve minute that changes i don't want to be anywhere close by but in the short to medium-term we have a covid-health scare dynamic that pervades the world and in this country we're arguably peak maybe going higher, point is, there's very little room for central banks to change and with that dynamic with normalized earnings in 2022 will give street analysts ability to upgrade don't want to be near the market when the step back when we get to the normalizing level, equities will be very, very expense ifr at that point. >> last time i saw you nathan you were in scott walker's backyard you had a dog with you is it a maltipoo >> yeah, maltipoo and i'm going to give you a multifacetted answer, tyler, you know, it's
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interesting investors are fairly optimistic looking past the worse of this coronavirus that we have rage ago cross the country -- raging across the country and plantet, what's going on now is at heights worse than march and april and they're looking towards obviously these vaccines i guess it would be too easy to think these vaccines are going to come in the sort of numbers and with the, just kind of the ease that we're expecting to get to tim's normalized earnings in 2022 in a line that goes like that. if you look at s&p 500 up 15 percent on the year nasdaq up 40 percent and russell you see and say we're discounting a lot of good news i look at s&p 500 trading at 22 times above five year average of 17.5 and ten year average 15.5
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and you need to see that e come up to get to ane valuation set up that really looks appetizing and good for double-digit returns. i'd expect early 2021 volatility retesting maybe some of that 3400 and then you get that 20 percent push up to 4,000 and some of those targets up there once we have more clarity on the vaccine and what it means for the global economy. >> maybe rough spots early and then move towards 4,000 karen bring us home what do you think? >> interesting, nobody was down on the numbers you cited for street analysts. i'm always optimistic. i am optimistic now. even if we see hiccups in the distribution of the vaccine and how many people take it and how helpful it is, i think it will
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be tremendously positive for sentiment even if companies don't yet have the traffic that they need to get back to where they were. i still think people will be very bullish i will be bullish. i think of the portfolio i have, if i don't think something will go up 10 percent then i shouldn't own it there's enough risk in the world. if you think there's down side and less than 10 percent upside probably isn't a great risk reward so that would put me in the camp of at least ten percent. >> two things i heard was interesting, guy's initial kick off point about the total value of global equities and total value of s&p 500 being greater than the gdp and then dan your point that there's a lot of earnings anticipation built into where stock prices are today let's kick that around a little bit. guy, do you want to lead >> yeah, absolutely, tyler
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i want to be optimistic as well and i understand what everybody is saying and historically markets do go higher but comes down to you can't get there from here, echoing what dan is saying, maybe we get to 4800 some time next year but i don't think it's a straight line from where we are now i think you have to look at at least 4800 on the down side to flush people out before it goes much higher if you think the market will go unabated to those levels is foolish, and i don't think anybody saying that here, i don't think the analysts will say this as well if you look at citi, tobias on the street thinks there's hiccups early in the first quarter. so i don't think it's a straight line to anywhere in the 4,000s from where we are today. >> yeah and it's funny, because we're talking about s&p earnings and talking about targets on an
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equity indices, we're not talking about what did it take to get here. i know tim mentioned monetary policy, that's going to stay easy for a long time, what else did it take? trillions and trillions of dollars tacked on to this country's deficit at a time hospitalization and deaths and small businesses going out of business, lives and livelihood, literally are at highs or lows and it's not particularly good there's going to be a lot of scar tissue on this economy once we get on the other side of the vaccine. structurally high unemployment i know on friday that 6.7 looked a lot better than people thought bouman when you take into account all those people who no longer are looking for work or disrupted by this pandemic it's a much higher number and we know from the global financial crisis it took years and years to get to a normalized sort of level.
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to me that's another thing with the economy it's easy to do discounted dash flow analysis and get this valuation and talk to where the s&p 500 is trading our economy is going to be feeling nasty pulpitations for at least the balance of 2021. >> karen, you get the last word here >> i still come out to be bullish. i don't often disagree with guy but this motion of the markets being bigger than gdp if we think of gdp as revenues there's light of thing s that trade at greater than one times revenue, that's not a crazy statistic it's just that we haven't been there before and we haven't had ratd there's either, it's a recipe for the upside. >> that's a good way to think about it gdp as a revenue stream and stock values are a function or multiple of that
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our next guest says get ready for regime change for stocks, he's chris harvey wells fargo head of equity strategy, welcome g to have you with us -- good to have you with us you heard us discuss the s&p levels overtime next year and your call, 3850 sort of towards the low end. about a five percent gain from here why do you come to that conclusion and what do you see? >> so tyler, where we fall out is we think you should expect mid-single digit returns for the broader market but when we look at small caps and risk we think you should get double digit returns. if you look at large caps, performing exceptionally well, earnings have held up much better and we just don't see a ton of upside with large cap when we look at small caps numbers are down, valuation is
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relatively attractive and you can see double digit returns, so for us it's about relative value and opportunity than looking at market direction and large caps. >> let's talk about regime change, i had one in my marriage that ended well going back a few years, regime change is not always a bad thing, folks, let's talk about what you mean when you talk about regime change in stocks for 2021. >> well, sorry to hear about you. with regard to regime change, what we're talking about is many players have got long duration, they've done well with higher momentum and you go back to '03 a and '09 you had a recession and people ran for cover in long duration assets and trades but what happened is we're on recovery on the edge of a very
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robust and durable reinflation trade and people will shift from hiding to getting more economically sensitive and look to play offense more than in the past typically when you have that occur it's a very aggressive move and happens in a very short period of time so we don't want to stick around for it we want more exposure to smaller caps more sicyclicality and financias and higher covid plays >> do you think the stay-at-home plays, the stocks that have done so well this year, are going to have a relatively less favorable year next year the zooms whatever. >> that's exactly right. with a lot of these companies, we compare things to'to '99 but valuations then were off the chart and fundamentals weren't there here valuations are pretty high.
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there's a lot of good-news priced in. when we look at opportunity when we're marginal investor we find better opportunity in the margin caps and cyclicality there's better valuation and if you want to make zudouble digit returns u have to put more risk that's not uber or momentum names you want to use these places as a source of funds. >> tim you look like you're ready to jump in here with a question. >> always ready to jump in, tyler, and always ready to talk to chris about this. it sounds like when you talk about regime change and more cyclical stocks and banks and even small caps this is a broadening of the market rally, chris, this sounds very bullish to me. is your outlook, which is somewhat muted, you're not negative, is it a function of market technicals and sheer weight of the companies you're talking about. i love the market we have right now, a lot of the stuff more
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economically sensitive is outperforming. >> i think you hit it on the head what you should expect is, you should expect really big returns, very positive earnings revision, very good relative growth in your average stock, when you look at bigger or larger cap stock they've really done quite well, in some cases they've benefited from this, hard to benefit two and three times so there's going to be a rotation, rotation, rotation again, there's nothing wrong with a lot of these larger cap stocks, we just think it's very hard to make double digit returns from these things. >> chris, thank you very much, we appreciate you being with us, as always have a good rest of the year, see you in 2021. >> thank you. >> guy, any final thoughts here? >> yeah i have a few final thoughts i love this whole regime change thing, as you know there's regime change in nfc east as your club goes down glorious
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tonight against pittsburgh you'll know what i am talking about. number two i hope you had a conversation with your son about outing him on national television -- and this dollar that continues to get smacked in the face, i it's a tailwind for broader markets at a certain point it's a head wind i understand 100% what karen is saying, i'm with her one problem with global gdp you have revenue growth in a lot of these companies but no revenue growth in gdp, quite frankly, i think it's going back the other way. back to you, todd. >> we'll try to smooth things over with my son, mack lucky he didn't see that we're going to take a quick break here you can read all about wall street 2021 forecast including new note from goldman sachs saying chances of a pullback have increased and coming up palantir
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top of the tape today. but first, check out stitch fix stock surging in the after hours on earnings, is it time to sign 'l wel debate when "fast money" returns. i felt like... ...i was just fighting an uphill battle in my career. so when i heard about the applied digital skills courses, i'm thinking i can become more marketable. you don't need to be a computer expert to be great at this.
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welcome back to "fast money", everybody. check out shares of palantir, it topped the tape today on news of a big deal josh with the details, hey, josh >> reporter: so, tyler, a new deal for palantir. cnbc, and let me bring you the details, can confirm that the company has won a deal with the u.s. food and drug administration this is a three-year deal worth $44.4 million, it's going to allow the fda center for drug evaluation and research and on oncology center of excellence to use the company's software to integrate and analyze data, specifically, helping the agency with drugs including possible covid-19 treatments, palantir shares shooting higher it went public in september from first day of trading now up 200 percent. ceo who cofounded the company
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with others, provides data analytics software and services to government agencies like the department of defense and sells to company like air bus and bp reported earnings results last month raised revenue forecast for 2020, 44 percent back to you. >> thank you very much tim, do you hold palantir? >> yeah. >> you own it? >> yeah i'm long on the stock. yeah, i'll tell you what, first of all, one of the dynamics we should be hearing more about data is the new oil if you think of the world 20 years ago and strategic importance, it's all about the power of data. in terms of large-scale software enterprise vendor who's had the ability and sense of eco system to dominate in a a.i.-driven world have a mathor major
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advantage. palantir with 15 new enterprise customers. yes we know about the large u.s. army and naval contracts and now the fda. they are a standard that i think very few people will be able to compete with when you have these kind of clients only breed more success. software companies trade at absurd multiples is the caveat here certainly this company came to market and flathrashed around h caught five over the last six weeks, scary for investors, but this theme is something you will continue to see and into reason palantir isn't at the head of the line. >> this is a stock that came out few months ago and didn't do anything for several weeks and as tim pointed out as you look at the chart over there it has taken off like the alps. >> yeah it really is quite extraordinary. i don't follow it closely. i saw the $44 million contract
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over three years i also saw the $7 billion change in the market cap today. seemingly on the heels of that $44 million contract which is kind of a astounding to me i know it's overall growth i hear what jim's saying, it caught fire. fire can trade at any prays. i'm not long -- price. so i'm not long but certainly wouldn't short it. >> dan are you skeptic >> at direct listing price at 10 and then went sideways for a few weeks, the gripe was this is a ten-year old company on a gap basis is not profitable, coming to market in a kind of new sort of way with that direct listing but people didn't seem to care so karen's point is a really good one, $44 million contract adding 7 to $7 to million in $8 million in market seems ridiculous, they're doing what they're supposed to be doing,
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but trading 36 times sales next year expected only to growth 25 percent. i don't care if you add one or two dozen enterprise customers if they're $45 million in three years will take three decades to grow into that valuation, with this attributing half the market cap of ibm i'd say this is bit of a bubble here i'm not telling you it can't continue to inflate. you're seeing it in a lot of other enterprise software companies but it can't grow to the sky. >> tim, quick thought, i see you shaking your head. >> never shaking my head at dan. the concept that this is just $44 million fda contract is wrong and if anything this buzz puts them in the center of everything covid-related, they helped to determine toxicity problem in hand sanitizer few weeks back they will be involved with the
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fda hand in glove as vaccines get approved that's part of it. think of the drug stocks in the covid-bring-to-market cure that's part of the buzz today. again, it's the role they have with such strategic and massive clients that makes this a bigger headline than the $44 million. >> folks, thank you. we're going to take a quick break. coming up we have an earnings play, stitch fix toll brothers. we got the after hours news on them and we'll bring you the big headl headlines from those reports. and fast pitch on retail does this red-hot stock have more room to run we'll bring you the next when "fast money" returns a higher risk of strokeive with due to afib not caused by a heart valve problem. so if there's a better treatment than warfarin, i'm on top of that. eliquis. eliquis is proven to reduce stroke risk better than warfarin.
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welcome back to "fast money", everybody. we have a double earnings alert on stitch fix and toll brothers, let's tart with the monster move after hours for stitch fix, hi, eric tyler. >> tyler, that's right, monster move stitch fix soaring after surprise profits after looking for loss this quarter, call it a big beat, the company saw highest sequential client on record with ten percent year-over-year on active clients amounts to 3.8 million with that growth saw a drop net revenue per active client, siting 4 percent from last year looking ahead, ceo expects 20 to 25 percent growth for the year stitch fix brought in new ceo from amazon joining the company
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after 15 years at amazon, where he was vice president and cfo for entertainment products including digital video and so that's a big hire. stitch fix up almost 40 percent for the year not high as outline in apparel space. clearly liking the report up 40 percent after hours. >> 12 point gain after hours, karen, what do we think about stitch fix >> i mean, it's nice it's certainly a goal you want to the have to actually make money. but to me the most important thing, well the hire was very important, good for them on the quarter, but there is a short interest of almost 40 percent. whiff gf news like this and then the shorts are is scrambling so i think it's an extraordinary move up $11 to $12. i wouldn't own this and wouldn't
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short it >> let's talk news on toll brothers. >> yeah, strong beat for luxury building toll brothers in the fourth quarter big headline was signed contract up 68 percent year-over-year incredibly strong demand for large, suburban homes, the highest quarterly volume in the company's history and cancellation rate significantly lower than normal, ceo saying we're currently experiencing the strongest housing market i've seen in 30 years and continue to increase prices as we focus on driving profitability and managing growth. he attributed high demand to low mortgage rates and under supply and at-home sanctuary during the pandemic high end outperforming sales of homes 750,000 up 80 percent year-over-year in october.
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$1 million home sales up 1 percent -- overall contracts were higher than a year ago. >> all right thanks very much nice shot there in d.c let's trade toll brothers folks. i know you're hot on the housing stocks generally guy, what do you think of toll brothers >> yeah they've been performing very well. toll brothers today flirted with $50 but if you go back and look it had trouble with $50 in october and topped out there in february of this year. now we're right back to the $47.5 level where it basically closed on friday great quarter average contact price over 800,000 nothing like to like if it can't close above 50 tomorrow might be telling you
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something and take short-term profit in these home builder names. >> dan. >> i will say this, we know what kind of recovery we have, some call it a v, it's a k. where do they sell the mansions, the upper right of the k it's going to continue to do well when you consider just how well white collar america is doing under the currently stimulus regime and some of the housing trends this to me i actually think a little back and fill and play for a break out above guy's $50 level and back towards the prior high couple years ago just below 55 that's probably the trade. >> if you look at the suburbs as people move from the center cities they're unloading expensive properties and moving to higher end places in the suburbs, which is toll's sweet spot, tim? many.
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>> . >> yeah and some properties don't seem expensive when move from relative center and so it is all relative and the pressure will continue to go higher, i think you have to go long whirlpool as well and i think some of the retail stocks are certainly derivative on housing but more on this cyclicality and industrial trade. >> all right we're going to take a break and are you mining for the next big winner, look no further we'll tell you the big trade we spotted today on a gold miner. cue the pitch, we got another fast pitch, should you had this retail stock to the cart it's a store yes a ste.or we'll bring you the name when "fast money" returns don't settle for silver #1 for diabetic dry skin*
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guest thinks there's even more upside to come joining us next, cio at anchor capital advisors jen, why do you like ross? >> i'm very bullish about ross for a number of reasons and. >> give us the scoop take it away. >> i'm bullish about ross for a number of reasons. i think it's a great recovery stock and starting to play out already. they -- the ross customer loves a bargain. they love the treasure hunt experience once the store started to reopen at the end of may they came back and started buying and we started to see gradual improvement in sales from quarter to quarter to quarter. we've also seen ross take market share from the department stores and specialty retailers in the last five years and with the number of bankruptcies and store closures in the retail space we
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think ross can continue toe to win and take market share. they're also opening new stores, up to 3,000 stores in the u.s. up from the 1900 stores they currently have and also, with all the bankruptcies and store closures happening in the retail space there's a lot of merchandise available and ross buyers are finding great deals, passing along to their customers and that'shelping their merchandising margins so we think there's a great opportunity with ross. the toing is trading below the other off price retailers and we think there's room for it to catch zblup yeah it's not as though this is catch up >> yeah, it's not as though it's not a space that doesn't have competitor there's tjx competition and kohl's and others in the space that sort of compete. i don't know much about what their merchandise is but tell me why they may have a
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sweet spot in this space up against a world where department stores we think are fading away, whether macy's blooming dale, jp penny nordstrom whatever, dillards >> yeah, they have had a great niche. i think the off price segment is really benefiting from the treasure hunt experience their customers come in a number of times to come to look and buy merchandise. they definitely benefit from that they've been insulated from the e-commerce wave so a lot of retail sales have migrated to off price because people really do like to find a deal and interesting merchandise, either apparel, home goods, jewelry, accessories, they can find all that in ross stores. ross is second largest next to
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tjx and we definitely think there's room for it to grow. >> i didn't know they were quite that large i'm very familiar seen them all over anybody on the panel have a question for jen do you want to go straight to the voting the voting karen. go ahead >> so, i'm more familiar with tjx. are these stores generally mall-based are they stand alone where are these stores mostly? >> they're usually in retail shopping centers, much like a tjx as well. ross started more on the west coast and have moved east whereas tjx and bu r lrkington store started on the east and moving to the west they have similar merchandise but different price points in targeting customers. >> all right, agajen, it's time to vote.
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i'm the official poll watcher. i'm not bribable it's going to be a transparent vote dan, let's start with you, are you buys ross? yay or nay. >> i'm going to be nuanced i thought it was a good pitch and buying her bullish thesis on the stock but not right here at $113 it definitely has under performed tjx which broke out of a long six to seven month range just like ross did but it's made a new high and ross is stuck in this range. if you have an opportunity to brie bye this thing near the break out level around $100 that's where i would set up for a move into 2021. in "fast money" we're trying to train here i'm not buying it here. >> but fundamentally you like the pitch jen made you get the case >> i do, i don't like the fact that they want to increase their stores 25 percent or 30 percent, that's not where we are in
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miracle. i think we're pretty over stored i think so too karen, what do you say >> yeah, i like the pitch. i have a buy i like tjx, a lot of same things as tjx, hard not to like it. >> and dee. >> are you able to read my smart board. >> ross is less than rachel however. yes, that's true >> however ross stores is going to $122. i like her power pitch go tote third quarter november 20th inventory down 20 percent year every year and that is marching forward every analyst that covered the stock raised the price target from 120 to 135. i think it goes higher from here. >> tim >> you remember marian ross, mrs. cunningham on "happy days" would give athumb's up.
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>> the baseball and thumbs this is really good. the traders, jen, have spoken, you get a chance for a quick rejoiner here if you're still with us. >> i think ross is a great story. it's a long-term compounder and we love it in client portfolios, so, definitely. >> four thumbs up and tim's was the biggest. let's put it out to the viewers, are you buying jen's fast pitch, you can vote on cnbc "fast money. we'll have results later in the show up next, the garden state is going green and one cannabis company is looking to capitalize on the fake move we'll talk to its ceo when "fast money" returns and i'll tell you what the score of the washington/pittsburgh game is as well
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[sigh] [ding] never settle with power e*trade. it has powerful, easy-to-use tools to help you find opportunities, 24/7 support when you need answers plus some of the lowest options and futures contract prices around. don't get mad. get e*trade and start trading today. that's a cool graphic. welcome back to "fast money. the cannabis trade has been very hot recently but one name in the group has been absolutely blazing check out shares of terrascend up more than 300
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percent with dispensaries in several u.s. states and the next big opportunity for the company is in the mid-atlantic, joining us now, the company's ceo jason accesserman good to see you. let me understand your business. you go the whole food chain, you grow, distribute, retail >> correct we call it virtually vertical. starting with the seed all the way to sales we grow cannabis and package and flower and convert to vapes and cartridges and edibles as welltn houses or in fields? what? >> pennsylvania, new jersey, california, and maryland currently and we grow indoors, green houses full indoor control
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>> it is not lost on me that new jersey has just a agreed to decriminalize recreational use of marijuana, let's just say, hypothetically, you're a new jersey resident and might be interested in partaking in some of the products that you sell, you have just gotten a licensed dispensary somewhere in new jersey, would love to hear for guy, for the new jersey resident, where is it and how quick will sales start taking place in new jersey. >> we have three licenses first in phyllisburg on the new jersey, pennsylvania border and two more on the northern new jersey legal majority we did legalize in the state of new jersey overwhelmingly but will
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take six to seven months for the regulations to be written. you can't walk into dispensary today without a medical card you can't get without a medical doctor but recreational purchase starts june next year. >> tim would like to jump with a question. >> thanks for joining us tonight. the profitability of being vertical in a state like new jersey is one reason your stock trade is massive premium to your peers and for an industry criticized for not being profitable, talk about that, you've been talked about the beast of the east and your focus on maryland, new jersey and other parts of the east coast at some point, why are you so profitable >> our philosophy has been very much about a mile deep, not a mile wide, we wanted to be significant players so we went
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to scale fast to achieve level of economy as other players in pennsylvania we have roughly 20 percent share of the branding and manufacturers good, distributed in every dispensary in the state that level of scale has given us a level of profitability is as good as it gets in the industry and margins are top of class because of that. >> what is the branding of your expenseries? terrascend or other names? >> the retail brand apocatharium which rooted in california where the brand began and was brought to the east coast. then we have product brand in the stores as well as distributed in the states across the country, brand prism, vallhalla and alara health for
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medical products so we have a range of brands for customers across the states. >> thank you so much, fascinating story, it's evolvin and will evolve more in 2021 have a good rest of your year. >> thanks, you too. >> guy, what do you think. >> tim is the expert but gw farm has been monster until today failed until high 138 in july, that concerns me number two, next time i puff the magic dragon will be the first time, tyler. and number three, now i know what you and nathan were doing watching sunday football. >> we were eating all kinds of very good food you know scott is a very good cook and we were playing with the malipoo. ha ha ha ha. and the washington football team and steelers, guy, are tied 0-0 right now. up next, golding trade in the mining sector, why one options trader thinks this name is about
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welcome back to "fast money", everybody. gdx gold miners etf jumping today and one name in the space saw a ton of activity in the options market let's hear from mike and how he's looking at it hi mike. >> hi tyler. we're looking at new mont corporation saw calls out pacing puts by 2.5 to 1 and 2800 trading for $1.50 guyers betting that new mont would go above that price to put it above 66.5 by january expiration up by 8 percent. not just in that stock but gdf also saw gold activity gdf and january futures call saw a lot of activities today. >> thank you very much karen, how do you trade these miners? >> well, i believe in the gold
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trade but for me, i actually do it through bitcoin it's a similar trade, inflation and fiat currencies going wild he's the gold trader. >> so you see them as a pair then proxies for one another in a way, right >> yes correlated >> and i see a lot of big names going into bitcoin, tutor jones, drunken miller, a lot of folks doing that, is that because there's now a level of acceptance in the professional investor class for it. because three years ago it was mostly dabblers and day traders, right. >> yeah, i mean, it's a chicken and egg thing. you had visa saying they would give rewards, you have paypal, you have square, if enough do it another people feel like others are doing it, can i do it too without being seen as yahoos,
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what are you doing in an asset class like bit coin. >> guy, you know gold, what do you think? >> i know a lot of things i think gold going significantly higher understand what karen is saying about bitcoin was it micro strategies, they just a nounnoud secondaries going to buy more bitcoin, wonderful, but to me gold will go higher to 69 which was back in july, tyler. >> thank you very much there's still time to vote in our twitter poll are you buying the fast pitch on ross stores had to twitter and weigh in, the result when we return ♪ ♪ ♪
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i like lowe's. value valuation right here. >> and dan you next >> i'm going to piggy back off karen, i think with toll you break out at about 50. >> guy, you get the stla word. >> i mission is simple to make you money. i am here to level the plain field for all investors there is always a bull market some where i promise to help you find it. "mad money" starts now hey, i am jim cramer welcome to "mad money," i am trying to make you some money. my job is to entertain and educate and teach. call me at 1-800-743-cnbc or tweet me @jim cramer the market goes up for many reasons. it often fly in the face of th
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