final thoughts on the market mike, one thing that stands out, the dxy today below 90, so something to keep your eye on. >> the trends that have been in place. and overnight rallies in the equities future. nobody wants to get in the way of that leaf tags move >> two more days in the trading week that does it for us. "fast money" begins now. >> i'm melissa lee this is "fast money. tonight on fast everyone loves a comeback story, but which of this year's stocks comebacks can keep up the momentum and a value investors dream. recently sold off stock that one of our traders is adding to their portfolio.

all week long we have a bonus hour of fast send us your deepest burning questions and we will try to get you some answers with the markets trading at a near all time high, where can you find opportunities not all stocks are created equal. sapp s&p is up 15%, but 200 stocks within it are down this year check out these stocks -- what do you do when you are looking for value, guy, do you look at these losers >> first of all, don't we have to wish barbara ann, this is her first foray onto the desk. one of might famous shows is a

movie starring nick nolte. his nickname was b.a. so in honor of that i think barbara ann's name should be b.a >> i think and hope that's a compliment >> you get a nick make -- think about it >> anyway, back to the original question >> what was the question oh, i know what the question was. no, you don't go with the losers you go with the things that have performed. i think it's an even better next year as you heard on the closing bell, a dollar lower to dixie. you stay with the things that have worked because the things that work, in my opinion, in this year, are going to work

next year. barbara ann, you are a value investor is there value >> there is always something to do i am personally finding more value outside the u.s. right now. i am keen on the company that encompasses streaming revolution it is like gaming, but you can find it in music if you look at this one, it is cheap. why is it cheap? it is just announced that they are going to exercise their option to buy another 10% of united music group united music group is the largest owner of music in the world. and music is now a great business because every time you download it, they are getting paid you are getting the rest of the vending for free and the vending

being 870 euros last year. they are going to ipo, so you don't have long. it's cheap and streaming of music was up 22% last quarter. i like it. >> value investors will be able to seize dan nathan, where do you look? >> i don't disagree with guy where he says stick with growth at a reasonable price i think is what he he's saying versus some like hospitality and travel. their climb back to peak earnings will take that much longer there may have been a whole

blown part jerome powell told us what he thinks about risk assets relative to where interest rates are. you are going to have some of these things that look like value traps. the last couple months will join the rally. we have talked about airlines and cruises. i don't really care for cruises. but airlines don't have this exposure, but i would expect that to trade well in 2021 especially if we see the vaccination roll out better than it has in the start. >> and jetblue is down 20% so far this year. it was down so relative underperformer, but leveraged to the reopening. do you look at it by sector or

stock value? >> when i think about value, i am thinking about the ability for me to purchasing a company for the equivalent to or less than the sum of its parts or me being able to buy a growth company that does not reflect the growth i would project other the next several years i think it's going to be your travel and energy space. they have been underperforming, but they have also walked to the brink of impairment. if they are able to restructure and service debt, we know that their access to capital markets will continue. if they are able to rollover and continue to undertake financing activity that allows them to bridge themselves to the next interim point, i think that's where the value is under the context of the way i defined it. >> are you thinking of a

specific stock >> no. i kicked the tires on exxon and chevron. exxon, if you want a short answer i think that stock is down about 40% this year. investors have shown you there is a propensity to reach for growth i expect these lack ards to be in a lot more going forward. >> we are going to play a game shortly, but prior to that i want to bring in the name of another game, guy, that we also play called value trader and value trap a lot of people would say this looks like value, but it is a trap, we don't know about the dividends, there is a lot of impairment maybe to come where do you stand

>> a month and a half or two ago we talked about this collectively we said major double bottom. great opportunity versus risk. trap now the other thing i was going to mention quickly because we have two hours although i am not on the second hour, what does it mean to kick the tires do you learn anything or glean anything when you kick the tires of a car no but the answer is at 42 it is a trap, not a trade. >> do you think exxon is a value trade or trap? >> i love the question i had this conversation. i thought it was a brilliant

answer i personally don't -- i give you exxon it's cheap but i think it's more of a trap. i think there are better business models. >> are you going to comment on barbara ann's name dropping? >> in 14 years there is probably not a better name drop b.a., just drop the mike and walk off >> we are only nine minutes in so don't walk off. guy, in terms of a specific value play for neck year, where would you go >> i think a lot of these big cap fapharma names are cheap

merck. big cap pharma is still relatively inexpensive that's where i would be. >> bonawyn, is that where you would expect next year there is a lot of interest this year surrounding vaccine names >> sure, i think those names have been there for a reason i think there has been a bifurcation between the large tech karma and those engineering solutions to the new year. i don't trade that much in big cap pharma so i don't want to comment, but there is always opportunity there. the way i'm looking at is where is value, where are things cheap?

and under that guysise, i think there is opportunity >> here is the game. names that have made comebacks over the last 12 months and what you should do with them now. shares of fedex. it did make a huge rebound this year up 70% expedia posting sizable gains in 2020 we wondered which of these names staged a turn around we thought it would be a great time to play a little -- >> trade it or save it >> bonawyn, we have a new member to the panel so please play the game right >> yes, ma'am. i will be trading fedex, mel i think that the return to normalcy as we have all defined

it will be a bit more protracted than optimists think for that reason the whole supply chain, distribution will hold true fedex is still about six or seven turns cheap from a pe multiple i see a double topper around 300 which gives me pause when i take all of that into consideration, i think this thing has been a covid darling and i don't think we are out of it yet so i am trading it for the next quarter, too. >> dan >> for some of the viewers who aren't familiar with the jargon, two would be double.

a couple weeks ago it overshot to the upside. if you look back to the january 2018 highs somewhere around the 250 to 255 range, i would say there is a little more room to the downside i think this stock needs to digest a little bit. fade it. that was a hook, what they called it back in the day. i think it would find support closer to 225 or 230 i think this sell-off isn't good >> guy, trade it or fade it? >> i am going to answer that question in a second four days prior to christmas we played wrap it or scrap it i looked at my planner today

which is four days post, being the 29th -- >> we wanted to challenge your intellect by playing a game you had -- >> that's not hard to do tic-tac-toe is hard. trade it trading at 13 times numbers. i think it breaks through. i think this is a name that an activist could kick the tires on in 2021. not a lot of growth, i get it, but this could be a classic reopening name so trade kraft heinz. >> barbara ann >> i am fading it. i worry about this company

they keep buying little brands but the core is the periphery of the problem. >> dan, would you trade it or fade it? >> i would fade it name dropping, guy adame we show up to chat and sometimes i have to work on his fashion and he will say something about i am going to go to the gap this is not fast fashion, not even old school fashion. this is a company that i think another situation where the stock overshot to the downside in march, but is really overshooting to the upside i am not chasing this. i know the stock has pulled back i don't think this is where you want to be as far as fashion, as

far as retailers evolving. >> guy, i thought kanye was going to solve all of gap's problems next year i'm kidding. >> i spoke to ye recently and he didn't think i should be as optimistic as i was anyway we have those conversations where we are tight fade it though, absolutely all of the shorts got squeezed the problems with this company haven't been solved. love steve to death, but we have to wait another four years before khakis come back into style. >> expedia i had to read this twice i couldn't believe this was 20% year-to-date ba barbara ann? >> i like it

i would trade it i played the same theme but did it through a nasdaq listed company called make my trip just because i like their dominant share in india i sold it. i think if i owned expedia, i would do the same thing here >> bon bonawyn >> i would also be trading it. i think it plays into the opening momentum i am reluctant to what we have seen throughout 2020 it gives you exposure to travel without you taking on the leverage and debt that is now on a ton of these airline balance sheets i am trading it. >> developments on the stimulus bill out of washington >> senate majority leader mitch

mcconnell was asked to increase the size of the stimulus bill to $2,000 that would be linked to repealing 230 as well as establishing a bipartisan commission to look at election security the senate couldn't look at this until they override the veto of the defense spending bill. we are not likely to see this come to the floor for a couple of days. but this bill is almost certainly not going to get any democratic support and would fail in the senate now we see how this fight over increasing the checks would end with mitch mcconnell intending to package these three items together into one bill >> alibaba with quite a rebound from last week's sell-off. best day since april

the news behind atth move and whether the stock is really a buy. no dad, it's a video call. you got to move the phone in front of you like..like it's a mirror, dad. you know? alright, okay. how's that? is that how you hold a mirror? [ding] power e*trade gives you an award-winning mobile app with powerful, easy-to-use tools and interactive charts to give you an edge, 24/7 support when you need it the most and $0 commissions for online u.s. listed stocks. don't get mad. get e*trade and start trading today.

welcome back leslie >> the company is being pushed to make changes with the hope of boosting that stock. the hedge fund is being urged to determine if they should remain an independent manufacturer. third points critiques -- it notes that intel is at risk of losing customers and talent it is said they are okay the observation to nominate directors for the board. in other words there could be a proxy in 2021. some investors cheering him on

sending the stock up today but it is still lower today while semiconductor is up. reuters is reporting it is worth about a billion dollars which is about half a percentage point. it goes on to say it looks forward to engaging third point and ideas towards that goal. >> quick question, lesley -- leslie they are saying hire an dviser but they are saying decline in intel is a national security concern, right >> right they are saying this should be imperative to get these issues fixed. you are right. they have highlighted that intel and what it does is a national

security importance and therefore they are hoping whatever strategic fixes they can achieve will work towards that goal. >> thanks, leslie. guy, it's interesting, it seems like if you were to consider not being a manufacturer which is what intel is consideration and outsourcing this, that that would be a security concern itself, that you would want to keep the manufacturing but if they keep it, it could cripple them in terms of what they need to fix and how to grow >> outsourcing manufacturing, exactly my concern i love that angle national security that was a creative way of thinking for third point gad for them number three we talked about this when they reported their third quarter on october 23 their data center business which

was a big portion of what they do was a disaster. that comes in the wake of names like amd knocking the cover off the ball they are just five years off the competition. it's cheap for a reason. you basically have negative eps growth and maybe can get back to 53.50 or 54. i am wondering what analysts will say i think some analysts will take this bounce as an opportunity to downgrade it again >> if you read parts of the letter available, it said that the board allowed management to fritter away -- those are the words in the letter -- fritter away advantages while paying the boards lavishly. should bob swan be worried >> if bob got kicked out, would

intel shares go higher >> they would. if you recall, he was the interim ceo while they looked for another. this was back in 2018, 2019. the board settled for him. i don't give emphasis on what the board was paid but there is a multidecade record of tracking companies the problem is here -- and he probably sees this given the valuation and balance sheets and some of the core competency of the past 50 years that this is an easy one. we spent a lot of times in 2020 talking about all of the things chip companies are doing intel has the dna for this they just need to turn things around i suspect tremendous opportunity. as guy is saying who cares about

analysts there have never been fewer analysts than there is right now. if you look at the top holders on bloomberg, most have been selling over the past year or so sentiment is horrible. dan has a record of getting things done. i wouldn't step in the way of this thing we were talking about this stock a week or two ago saying the worst-case scenario is mid to low 40s. i think your upside is back to 60 bucks in the near term. >> we are just getting started on "fast money." here is what is coming up next it has been a wild ride for ipos this year and 2021 could be shaping up to be wilder. we will take a look at the names you should watch and which ones you might stay clear of. and an interesting phenomenon happening in the options market.

various bets on a much loved stock. that and more when we return

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welcome back to "fast money. another big year of ipos seen ahead. rick, always good to see you >> happy holidays. >> do you think the stock market euphoria will continue because you see ipos being strong next year >> we do we see a number of ipos getting ready to go.

even the direct listing. everybo everyone feels strong about the wave of ipos >> will these be the massive unicorn type companies we saw in 2020 and what will be the avenue of choice of going public? >> i think you will see companies of all sizes going public a couple people are most excited about is road blocks if you have teens, preteens, it is where kids are spenting time, almost like a preteen version of forthnight and ai will come out and be a $20 billion-plus company i also see, dan, to the second part of your question, traditional ipos will remain strong, but if you look at the

number of spax and how some have opened, i think you will see premium companies taking time. every boardroom is being thoughtful about how they go public the sec just changed that you could raise direct capital through direct lifting, offering primary shares and we talked about spaks, every premium company is thinking about how to tell the story better >> i have a question for you you are a visionary, an early investor in air bnb. that was extraordinary i had to double click on that. i thought what am i missing, how

is this worth more than every hotel when it doesn't hotel. wait, it allows me to experience a hotel without being there and this is able to work from home where is the next air bnb? >> air bnb is the pinnacle of places like stubhub, air bnb the next wave of innovation is on the health care size. it is one of the biggest sectors in the economy more companies going direct to consumer, offering pharmaceuticals and care in home we think that will be a big opportunity going forward. and we have seen real estate

companies doing well a public company which is changing the way people buy houses and video games. we have seen all of the video companies perform regardless of up market or down market so those are some of the sectors we will see in the public market in 2021. >> rick, it's dan. you started out this conversation by saying how bullish you are about some innovative private companies coming to market you mentioned consumer oriented names. how do you make sense of some of these enterprise software valuations we have seen come to market either by direct listing or by ipo. these are some of the less sexy names as far as product and service, but do you continue to see some of these trading at

ridiculous valuations? >> we are seeing the transition. probably in only the third or fourth inning of the transition of the cloud the actual implementation of the cloud is only about 30 or 40% of the way there. with that comes a whole new data interstructural and software tools. around data, when you look at some of the biggest companies in data, data kings, data bricks, data iq and data robots all of which will be targets in the coming months. hard to see what the multiples will be, i think people are betting on a fundamental shift from the cloud structure into the fundamental base year. >> thanks, rick. >> happy new year. >> how do we use this

information and translate that to publicly traded stock interesting that he named sectors ripe for disruption. should we be concerned about those being public lit traded? >> i think invasinovation is ke. i would be curious what we have historically seen at a 4 to 5% risk premium between public and private markets, whether ipos, spaks, and picking and choosing on the private equity. >> boeing 737 max is finally back in the air.

is that an all clear for the stock? and don't forget there is a bonus hour of "fast money" coming your way at the top of e hour if you have questions, tweet them and tune in for some answers. we want both - we want a hybrid. so do banks. that's why they're going hybrid with ibm. a hybrid cloud approach helps them personalize experiences with watson ai while helping keep data secure. ♪ ♪ from banking to manufacturing, businesses are going with a smarter hybrid cloud, using the tools, platform and expertise of ibm. ♪ ♪ - we did it!c) (crowd cheering) - [narrator] wherever you start, snhu is where you can finish. (crowd clapping) (crowd cheering) - here we go. - [narrator] and it's it. - [group] yay! - [narrator] you did it, high five! - southern new hampshire university. - [man] that gets a hug. (laughing) - look at that! master's degree, i did it!

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the 737 max with its first commercial flight in two years what was it like, phil >> uneventful. if that's exactly what american airlines is looking for. it was 2 1/2 hour flight from new york to laguardia. no reaction on board there were a number of executives aboard. they will be flying daily. most of the people said i wanted to be on this flight because of the max getting in the air a few people didn't realize it

was the max. i asked people if they were worried about it they said they thought about it a little bit, but it didn't matter once they took off. the max will come back into service. american starting today. united february 11 alaska and southwest will bring the max into their schedule in march. they will rapidly bring these into service in the case of american, they plan to bring 34 of these airplanes into service quickly keep in mind the 24 brought in and another 10 they have taken delivery of, they are more fuel efficient and cost effective so now that the max is back in service, you will see it more

often over the next couple of months and years >> are we getting any indication of what the reservations are like for the 737 max routes? >> right now we just have between miami and new york it was half full coming up here, but nearly completely full down to miami that's a reflection of the market i was talking to somebody who was trying to book a flight back to miami tomorrow and completely booked every airline from here. they said maybe i will fly into ft. lauderdale and drive that's the market. people are coming to florida, not new york there was nobody saying i am not taking that flight because it is the 737 max. we asked the executive and he

said it doesn't seem like any people are steering clear of it. >> do you have to turn around and get on a flight to chicago now? >> i wish. those days are gone. i will be staying here >> barbara ann, have we seen the worst for boeing now >> i watched the interview at 6:30 a.m. with phil. i'm glad he made it safe have we seen the worst for boeing the client is airlines the defense side is fine on the airline side i don't think there is a short and of airlines i am with the ceo of spirit. i don't think business travel will come back for a while he said this morning that people will travel for vacations. i agree. the highest margin traveler is the business traveler.

i would rather own a company that owns plane parts than airlines it doesn't cover their interest expense. there is not a lot of room of maneuver when the balance sheet is stretched and your moves are questionable >> going to the parts maker as opposed to the plane maker >> interesting we talked about it said if you like boeing, you have to like sbr i think there was a $50 price target i think it gets there. i know you were encouraged by the fact -- phil was thrilled he didn't seize actors, which meant

he would be all right. i foe that went over your head, melissa, but a lot of people snikering. >> we will break down action and tell you how to cash in. much more fast money after this.

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news on the sfim luis. >> it was said the $600 that was signed into law this week could start arriving into bank accounts this week a payment has been delivered to the federal reserve and they could be deposited as early as tonight. paper checks will be mailed tomorrow and people can check the status of their parmts ymen the irs website. all of this going on as congress and washington decide whether to send out bigger checks but right now the $600 checks appear to be going out tonight >> good news relief for alibaba investors,

encouraging, but the shares remain in the red, off 24% in the last two months. barbara ann, i think the first time you came on the show you talked about alibaba are you sticking by it >> i am. any time sir john templeton would pitch for a stock, you would say it was going down. so my pitch for alibaba was humbling but all weekend long you had on bloomburg saying it was a nightmare, nightmare i was putting in calls for it. in europe they are trying to regulate it and in the u.s.

calling for breakups this calls for micro opportunity. you are getting it for free. alibaba has many more components to its business. it's hard to find a solid comp for alley bobibaba, but i can p5 times earnings for amazon and 23 for alibaba. perception on what the chinese government means when it calls for more regulation. inat vert ently they are saying put up more capital. it creates interest and over time that makes this business even better. not tomorrow, but over time. so if you are patient and can wait two years and not two days, i think baba is still a great buy here and a wonderful opportunity of really digging in

and doing homework this year has been all macroand i believe fundamental valuation still matters. what you have here is a bear market and fundamentals. >> i can't wait for the next ten minutes to see who barbara ann name drops there is one name that has gotten extra special attention from traders we will tell you what it is and how to play. tune in for a bonus hour of "fast money" coming up next. we are awengnsri your questions so don't be shy, send us your tweets

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welcome back to "fast money. two groups of investors aren't seeing eye to tie. -- to eye. see what is being said how customers are positioning themselves >> fantastically unusual thing happened among our customers about a week ago our customers are traditionally

long in the market a week ago it has changed. customers are shorting these options. it's very interesting situation. it has never happened in our history that our customers as a whole are that short in the market but as of yesterday that is the case >> interesting reversal there. >> bonawyn spotted unusual trading which backs up what peterffy was saying. >> timely spot look at apple. calls on puts are about three to one. look at the implied move of the options between now and thursday 2% move in either direction between now and then staying on theme, about 125,000

apple 137 calls. a large chunks of those were sold about 130 putting your break evening about 1.30 you did see some upside calls being purchased, but most of those were reducing risk or leverage there risk reducing posture across the board and apple going into year end. >> let's go around the horn. dan nathan >> we mentioned some of the airlines i like jetblue, doesn't have the max exposure or business travel exposure >> barbara >> i like capri. very attractive. >> bonawyn >> a bit of a pullback in cnbs

i think it's a chance to buy it. >> guy >> i was waiting for the beach boy name to drop i guess that's for the next show alibaba had a big day today, i think that move to the upsides continues. >> that does it for this hour. but wait, there is more. we have special bonus hours after the break, all this week in fact. stay with us "fast money" will be back in o two. ♪ ♪

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healthcare. we are answering all your questions. we want to hear from you tweet us with us tonight, dan nathan and brian kelly. kicking things off with the biggest name in tech >> my name is michael in

massachusetts. my question is faang stocks. i am curious of where you see it going in 2021. a big shout-out to sq for two. dan. what do you think? maga faang or some pronouncing it tomato or tomata, whatever. >> the stock kept ongoing higher this was a few months ago. it had gone sideways it gone sideways basically at an all time high despite the news in a way this one trades at a fair valuation. i think next year will be the year where investors really start going through what these antitrust suits mean and what the cost associated with it and what the remedies may be you may get further under performance. all that said is not just the last two months.

this stock is up 30% if you look at the maga complex, maybe investors kind of holding a little power here to see if this thing comes back in a little bit when we get more clarity on what these suits mean for google >> do you think antitrust concerns are going to catch up to this stock or some of the others that also face that issue? >> obviously we have been talking about antitrust issues for a long time. this is a persistent over hang with these stocks based. it presents a little bit of opportunity. we have the market trading at an all time high multiple alphabet is trading at or at a slight discount of the s&p 500 which is not really the normal case that we would experience. it presents a little bit of opportunity. we know it is out there. i have a feeling that they'll weather through it one way or

another. i personally think that over hang presents an opportunity of a reasonably fair valuation. >> i will change up the question a little bit for bk, would you choose alphabet or any of the other stocks either the faang or the maga complex >> so it is would you rather but rather, rather because of many options. >> right, right. >> you know what -- that's a great question i really like amazon i don't know or which one of the a's fits in dan's maga i believe it is in the faang i really do like amazon with the stimulus checks and it has traded sideways for a while and looks like it is going higher. at the same time i would not count google i think they have a real opportunity to take some market share for zoom and what they are good at is offering a product

that's similar and offering it for free their google meet up has changed over the pandemic. i think there is an opportunity to take the market share from there. to mike's point if you can get google at a good valuation and if you are trying to play if you are along zoom, why not buy google as a hedge, too >> dan, i will clear the question to you and you choose it out of your own complex, the maga that is, which is your favorite going into 2021 >> i agree with bk i probably think there is some regulatory issues coming down the pipe for them. there is so many leverage to pull here. okay, did they destroy retail or enable retail during this pandemic will they get the shopify love

for all the stuff that i have been enable to that may become a bigger be bigger theme here. when you add on the third party selling to their overall market shares as far as retail then you start having a power house that may face more regulatory scrutiny to me it all comes back to that and that's going to be a hunge, huge story >> next question it is about a stock that made a $28 billion acquisition a few weeks ago. >> my name is john i am curious of salesforce i wonder what the listening term play there i held it a couple of years there and it grows substantially and i am curious for the coming year if we can continue that growth frank and kaelly, what do you say? can they continue that growth?

that's what wall street is worried about. was this slack acquisition trying to buy growth is their core business starting to decelerate. that's the under performance over the last couple of months have been about and people were concerned about that i will tell you right now you never want to bet against mark be benioff. if you are looking to get into this, the stock sets up pretty well you have something to shoot against there. if you are a trader, i want to get in here and limb it my risk and start getting into it here if you want to bet on mark benioff which i would. >> mike, do you go elsewhere in the software space >> no, i am with bk here crm is continuing to perform people are casting a little bit of a shade on the slack acquisition, it was not this forward thinking

i think potentially strong synergy there. i think it was a smart acquisition and a good opportunity for slack as well. so, i think you can stick with this one despite the fact of valuations >> dan >> yeah, who cares about valuations, right? with interest rates where they are. >> that's what jay powell said, that's what the federal reserve chairman said, dan >> i know i am just picking on you a little bit i have not seen you in a while, it feels good. for all you guys think bk into bitcoin and mike is in the options, i agree, i don't know how you can bet against benoit the ceo of founder and slack and the integration within the crm platform the beefing up of the management there.

i think there is a whole hosto things that sales force, the best is yet to come. i take bk's stock and i move it down to 200 to give yourself a little bit of room here. there is room near term to the downside as investors think of the back out of 2021 of this company, they're going to really like it. >> let's get to intel. lockheed at its best day ever. the stock bringing us to our next question. >> this is jeffery, i am with an adviser with miami the question that i have has to do with intel. i am thinking strategic options for them either to buy amd or nvidia for them to improve their ability to make faster tips. what do you think of their idea? >> i believe that question came before dan lowe. mike, what do you think intel's

pr prospect >> you mentioned two interesting companies there, amd and nvidia. if you go back and think about things nvidia presented an opportunity back then. it is kind of out of reach at this point if either of those two companies are interested in using. rather than the out performing ones i think if anything you would go the other way on that. also, i do agree it represents a strategic and activist opportunity. intel is languish here amd presents some antitrust. >> we talked about the stock of

some fast money and you menti mentionmentio mentioned wishful words. >> we were talking about it last week mel, how poorly it acted relative to the broad market but specifically to the semiconductor group in general and our thought was maybe you had risk down to the low 40s or so but now with lowe in there and getting his track record and getting things done and shaking up initiatives there is a couple of gap to ifil the chart upside the question that we have here strategic options, maybe there is a merger and qualcomm is fabulous they're solidly mobile, intel missed a lot of that i thought it is a good combination and possibly a catalyst for them to go fabulous intel themselves to me, who knows and better management over there at

qualcomm which is also activist based over the years, too. >> coming up on this extended edition of "fast money," could starbucks could be brewing more than just coffee alibaba share reunngbodi today we got a question on it, we'll answer it. "fast money" back in two 5g! and it's on at&t, the fastest nationwide 5g network. now, new and existing customers can get our best deal. really?! mom! at&t has the deal for new and existing customers! i will. so what'd she say? wrong person. guy named carl. but he's very excited and on his way. word-of-mouth advertising. it's what they did before commercials. it's not complicated. everyone gets our best deal, like the amazing iphone 12 mini on us.

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i welcome back to "fast money. >> hey, "fast money," i am hoping to hear about starbucks as we move forward this covid world. >> let's bring indica kate roges and what starbucks is doing. >> reporter: consumer routine grabbing that cup of coffee on

your way to work up ended by the dpae pandemic starbucks is tweaking their format in response to that change starbucks talked about closing 800 stores across america 2021 but opening up 850 new vacations in various formats in the same year including pick up stores and those are drive-thrus. it talked about new format becoming 45% of u.s.'s portfolio by 2023. business is also bouncing back faster than expected and new trends like stores in the suburbs with those drive-thrus particularly are seeing a boost. dunkin' changes, more than half of those located in the speeds way gas stations duncan is working on a prepandemic z ththat caters to t

gen. it has more than 800 of those next gen stores today. thaer n they are not abandoning those coffee shops, they are going in. when they go in they tend to spend more and treating themselves more. they're coming in at defendant tim defendant -- different times and ordering new things. >> kate rogers, i know you heard the complaint from bk that he can't get that latte right at home with the oat milk what do you think of starbucks >> it is interesting, kate laid out the story very well. this company used this crisis to reoriented their business in a lot of way i think they nailed that they

a are over stored. they are looking at new ways to int interact with their customers. the stock 20% year to date gain have come in the last two months since that analysts meeting, the chart looks great. if you are buying here heading antonio the new year, some of the costs associated doing of what they're going to do when sales are spotty back to work is not coming any team so time soon. >> bk? >> well, just a record, it is the skinny latte and a twist at the end. it is really hard to get starbucks does it best i have to agree with my friend, danny, they do all kinds of things you don't do that anymore. the thing that starbucks has for

them is the star size and making more money on that because you don't have to spend much money on your rent the environment here in the u.s. unfortunately, starbucks has an advantage, there is a lot of mom and pop shops have been put out of business because of the dpae pandemic and starbucks was able to get through if you want to wait for a pull back, knock yourself out, in general, starbucks is in the right. >> we got another restaurant question here. >> how is it beginning this is mick from georgia. i was checking on chipotle growth i am wondering if they still have time to enter the stock it is extremely high the stock has been for a while and just as a young investor, is there room to grow or drive-thru or anything like that or i will take my money some where else. any advise on whether it is

still a good point to enter, i love the company and love eating there. >> what would you rather chipotle or bitcoin. let's bring in nick from red bush i am not going to ask you about bitcoin, that's outside of your purview. good question from nick in atlanta, georgia what's your initial response >> thank you, for having me. i prefer chipotle and domino's over starbucks frankly pure valuation and two-thirds of multiple starbucks and you are getting 50% higher growth for chipotle and i think it is better and so you know with starbucks you are going to get

more over the long run annually. so you may get better growth and you are getting lower multiples for domino's and you are paying the same and pretty much growth. they reaped a lot of gains because of their investment and the ability. i am wondering if they're at any disadvantage as we progress to the pandemic >> they do have chipotle everyone is going there. chipotle is going there. most of their units would be drive-thru they'll convert a lot to

drive-thrus. and some of the digital aspect is also helping. so the incremental growth for both digital >> hey, it is bk, our caller, our friend nick from georgia also asked about breakfast what's the possible that chipotle brings in breakfast this year? >> i think it is very low. i think it is very low historically they shied away from it because of a small percentage of their units are in places where breakfast would work so i think you know at least in the foreseeable future, breakfast is not something we'll see. >> nick setyan, great to speak with you, nick of wed bush >> mike, what do you think of chipotle and do you like other

restaurants better >> he mentioned one of them. domi domino's is as strong one. domino's does not have to faze menu fatigue which is a potential issue which has been brought up in the past that was one of the ones people thought about from time to time. he was talking about their positioning as well. chipotle for being a lunchtime hot spot for people going into work it is important for investors looking through the current conditions when you buy a stock, you are thinking the business over the course of the next two to five years. if that's in mind, i think chipotle is okay the valuation is pretty good starbucks has more staying power in some respects than you may have given more credit for it is valuation here e li i like what dan was talking about. i think starbucks is a safe

place. >> coming up, we have a ton of questions, including one on tesla. does the stock trend higher in the new year and we'll discuss that uber has had a jolly holiday drive. is it ti tmeo slam on the break? all that is coming up when this bonus hour of "fast money" returns. new projects means new project managers.

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welcome back back to "fast money," we are diving into china stocks >> hi, thank you for taking my call i want to ask about alibaba, i wonder how their earnings will be >> go alibaba! >> we want to go to deird

deirdre bosa >> alibaba share up to 6%. first there was a report that the group was considering a full company of its lending business which would be regulated like a bank nothing that would significantly knock down its valuation second, china may be looking to shrink jack ma's empire and taking larger stakes than his businesse businesses beijing launched an antyalibaba. plus, some regulatory fears may beover blown the chinese government is making an example of jack ma who criticized the regime in the past that may have been a step too far even for him to so-called

"people's billionaire. he created the most biggest company. keep in mind that alibaba has over 100,000 worldwide and ma's business, their staple of everyday chinese life. if you think beijing has taught jack ma a lesson and save enough face over there, it could be a buying opportunity if the crack down and more scrutiny pressure, china's other tech giants, the damage just may be starting. >> mike, what do you make of the stock here >> yeah, it would not be trading at these multiples if it was not for those potential concerns we are taking a look for a company that's trading 18 or 19 times for year 2022.net income estimates and it is growing at the top line of 30%.

if you have that kind of a situation, clearly there is a lot of bad news priced in. it is a technical story, i am not exactly sure of what the right entrance story is. i like it and i like it on valuation and the fundamentals remaining strong of course those risk persists but that's the price where it is >> dan, do you have insights on this >> what do you think mel it is kind of a saving phase situation here i don't think they want to impair alibaba in any way shape or form. this is highly valued companies and they want to continue that that being said, the administration over there. to mike's point about the level, it came back to where it broke

out early in the year and over in the summer and back in that 225 and 230 range and trying to fill in that gap i think it is going to take a little time. i think you buy weakness trading 19 times expecting earnings and sales growth of more than 20% next year. once you get more clarity on some of the regulatory issues, this stock is heading backup towards those prior highs. >> let's get to another hot chinese stock. >> hey guys, my name is ryan, i am from pennsylvania, i wish everyone a happy new year. my question is regarding to nio. with the recent event of alibaba and jack ma, should investors be concerned and my second question is tesla should nio be concern of continued mark penetration from

tesla as competition rises t thank you, guys, have a good knne year >> thank you for that question, ryan, bk, what do you tell him >> i think you should be concerned but not a reason to sell the stock what we have going on with alibaba is a billionaire who says too much and the chinese company who does not like that nio is going to have support from the government even if there is competition they want their own domestic company to do well that does not mean you can't get a take on and you can get something where nio is going, that's a risk in every chinese stock. if i am looking out the next 105 years, it is going to be near the growth is and just in general asia is likely to be where the growth is so in general i want to be in asian

stocks >> mike, do you think nio has some sort of advantage because it is regarding to some state back company and elon musk c constructed the first owned manufacturing in china he's the only one to do that there he was, looks like elon is getting some preferential treatment by the chinese government as well >> you are hitting on two important points just talking about elon musk, first of all, he's been able to do a lot of things that nobody else have done what he did with tesla and what he's done with his space and businesses as well you have certain industry that's the market industry and the largest economy in the world, there is certain pride that one expect to come along with the

national automaker, i expect the chinese government is going to be behind nio's growth and trying to support that company they want to have that come from within, they're trying to expand their economy generally, supportive of tesla as well. i don't think these things are mutually exclusive i definitely think the kind of pressure facing alibaba and jack ma is unique to that take a look at the valuation, tesla obviously is ha value business here. >> coming up it has been a hot year for the ipo market is this a good bet for the long 'lbrn? wel eak it down when this bonus hour of "fast money" returns.

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>> i don't know whether to sell it or keep it of shares of uber. >> dan, what do you tell this eighth grader? >> yes, it is amazing to start investing and thinking about companies and thinking about how to profit off of their successes and i suspect this is a company and the service that you use that's a really important part of starting to invest young.

your question is whether to sell it or keep it. listen the stock had a nice run, i suspect you are not trading and you should not be trading at this point you should trade a portion of your position. this company is unprofitable investors are thinking of their path and profitability on the other side of this pandemic, the stock should worth more. leave some of that cash free maybe put that cash to the side. if the stock comes back in, 10 bucks or so, maybe you look to add to that. on robin hood, you can trade fractional shares. that's how you should think of some of tease stocks and owning them for the long-term especially high quality brand like uber. >> mike, what would you tell him specifically for uber and what's your buy list for an eighth grader >> yes, there are some other names and the ones we were talking about at the top, the

area that i would look at, i am more interested in the apple of microsoft, alphabet/google uber as dan was pointing out not a profitable company lyft if i would try to do would you rather between the two of them when you hand a lot of profits request i cannily, if you bought this at the beginning of the year, that's what's happening to you. i may think otaking some profit. >> coming up we still have more questions to be answered including one stock that happens to be a success story of the 2020 ipo moderna share, could the inveme he stnterbe just what the doctor ordered that's all ahead when this special bonus edition of "fast money" returns

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also send this free guide. humana, a more human way to healthcare. welcome back to this bonus hour of "fast money," returning to the red hot ipo market with this next question >> i am calling to ask about . c3. c3.ai, would this be a good bet moving forward >> let's go to lesley picker. >> the ipo window was basically slammed shut, a sell-off in the broader market, served as a stop

sign for perspective listing the market came roaring back and total listing of operating companies and spac raised $170 billion, the most ever on an inflation adjusted basis. i it comes in just shy these are blank check vehicles that go public and use the funds to find the future acquisitions. in 2020, $81 billion, the largest, operating companies on the other hand raising additional $89 billion led by names like snow flake and air bnb. this surge thanks to low volatility and strong after market performance

the average toll rurtal returns this year's ipos is 48%. more than doubled the russell 2,000. many are drawing comparisons to the dot-com bubbles. io a ipo are trading at a sky high level. opening it further at least for now. companies such as robinhood and affirm and coin boyce and petco and roblox are all on the pipeline >> leslie picker, thank you. get this, the question was on c3 ai on opening day it went to 100 and now it is 139. how are you turning this one >> traded this as high as 170.

at that point it was trading at 100 times sales. making billions of dollars and making all his investors a lot of money here. he made his investors a lot of money. i don't know how he can justify this valuation here at about 65 times forward sales. i mean this is not on the company. the company and the banker and they price the stock much, much lower. this is investors' demand for it just because it is trading does not mean it is going to continue to work here it does mean the company is going to be successful in their mission either i think there needs to be cooling off period for these sorts of names leslie mentioned 2000s this stock ticker is ai.

kind of a bit of a rage right now. >> bk, what do you say i am right in there with dan there. we have a joke in my office, give me an investment that's a mobile social, ai and block chain and disruptive of its scale, you got a winner. boy, it is a winner and i feel it is what investors are doing on this one. remember back in 2017, there were companies changing their names to block chain companies and they were going sky-high does not mean it is going to win. it feels frothy to bk. >> we are talking about the stimulus package and what may come next. all eyes on boeing clear your ptfioorakorol f te off, we'll be right back sion. i mean, who doesn't love obsessing over network security?

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welcome back to "fast money. next up, we have a question about the stimulus market and what it means. >> this time of the second round of the stimulus package money being rolled out, we have a vaccine being distributed and it seems like a new style of

investment philosophy. personally i feel the market is over bought and the valuations are extremely high do you feel that in the next several months that a correction is inevitable? i mean 10% or 15% correction, not a market price or do you feel we'll continue to drive higher, thank you. >> of course we learn tonight from the treasury secretary that deposit payment of that stimulus check $600 may be hitting bank accounts as soon as tonight. i don't know if that's enough of a bridge to help the stock market keep going or we also think correction is in store >> well, the type of correction that he's talking about, a pull back of 10% or so is fairly routine and healthy thing for the mark et to experience, ill say especially true here the point of valuations are quite high what would actually be the

catalyst that would have the market pull back on us usually when we have a pull back is going to be fuelled by perhaps some kind of monetary issue or a credit issue so on the monetary front that would require central banks to take their foot off the accelerator, i don't see it happening soon. we have a pause on that. if we start to see some cracks and some credit, that could cause a material fall-back and given the valuations that we have here. >> the other headlines is that the first case of covid-19 variant has been reported in colora colorado this could be another wildcard for the market >> it has because it is looking through the valley here and saying okay, we are going to get over this, we have a vaccine that's a particular strain that

is vaccine resistance would be an issue that would be what we saw last month, a deflation if you have something the economy had to shut down for longer than expected or an oil price crash or something like that we have a deep inflationary shot that's what i would look for if there is a 10% or 15% correction the money printer continues to go -- at 10% or 15% you probably want to buy it >> dan >> you don't need a catalyst, if you look back at the highs in september 2nd and the lows, we had a 10% correction there was nothing specific, maybe some worries of the election you can make the argument that this georgia senate run office going to determine who controls the senate going forward for at

least the first two years. the biden administration is an event is not being priced in the market i don't know what the outcome is going to be or the market going to do one way or another sometimes those sorts of events where investors are uncertain and they look to sale. if democrats were not able to win those two seats and republicans have the senate then that means taxes are probably staying where they are you could see investors and early january head for the door in some of these massive winners thinking that maybe they were worried of taxing this or whatever but looking to take some profits for the new year, that's one event that i think is coming up the next couple of weeks. >> the vaccine >> this is karen calling from wisconsin. i have a question about moderna. why has this vaccine's stock

been dropping the last month just as the time of the roll out of the vaccine, do you have any prediction for us? happy new year >> yeah, i think that's it guy was playing for it the excitement of the pfizer vaccine and then it is owned fda approv approval you do have that it comes back towards the break out level, it is some where between 95 and 100 this company never had a drug approved by the fda just had a big one. i suspect for years they're riding the coke tail of this big

hit. this on a pull back closer to the break out level. >> are there more gains to be had in the vaccines that most of the vaccines have emergency use authorization, is it easy money made >>. yes. >> i think dan is hitting and we have a couple of big names obviously that traded higher on vaccine news and subsequently pulled back. look at where they're trading from a historical perspective. another name that is sort of right back to where we started a name that's dead money since 2016, the biggest in the space right now is pfizer. the way i look at it and any potential that they could get out of basically the developments they made over the course of the last six to eight months are the gravy you get on top of what was a business

that's more babundant and valuation is low pfizer faces plenty of head winds with the rest of the pipeline you had a big bubble base on this that's given back and basically you may be dealing with reasonable valuations and results. >> the number of traders on "fast money" has made the point, brian kelly as you know that may be the best play if some of the like the casino stocks or a cruise line. something that has that sort of leverage >> that's exactly right. i think it is -- except he forgot to sell the pumpkin future to hol wean he lost everything that's exactly what's happening with these stocks. let's wrap it up

wrap up the evening here with the question on the big news out of boeing. >> hi, i am ba from denver my question is about boeing. the 737 max, a vaccine for more travel and keeping in mind the democratic white house would have less defend spending. do you think is a good presumption that boeing would return to its 340 price and if so what do you think will happen >> mike, i will go to you, you love talking about planes and boeing what is its previous highs >> will it see its previous highs. it is not because of the biden administration, if you take a look at the defense contractor and sometimes they remain more stable they had a big order and that has declined and they have a big number some of the 737 max they're

going to sell and not selling it for the same price as they originally wor i do think on the long run this was a place you wanted to be i don't mind boeing here it has bounced quite considerably 340, that's a long way up. that does not mean it is from the upside level >> bk, your thoughts on boeing >> i think 340 or 344 is a long way today. a lot of the good news so to speak is out of this i would take on the defense angle, i would think that the real defense stock now are the cyber stocks if you look at where the attacks are coming clearly it is in cyber space on the internet and so i would look at a crouch strike which is just absolutely on fire this year if you want to play the defense side of it. i think that's where the spending is going to go. >> i like how you pivoted there. >> awesome, dan, would ya quick you rather to wrap up this hour?

>> airline of boeing >> it was interesting this company was not opinionpunishede deaths of 300 people from that plane crash. this thing was trending close to 400 at one point in 2019 i airlines and those that don't have that exposure to 737 max. i'm contessa brewer in for shepard smith on cnbc and this is "the news." january, even worse than december. >> a new warning for the next covid surge as hospitalizations hit record levels and va vaccination rates fall short of expectations the problem and the fix. now it is time for the senate to step up to the plate. >> mitch mcconnell rocks the democrat's push for $2,000 stimulus checks. washington playing games as main street fights to