everything on the front, the feds are going to wait to see upfront evidence before getting movement from the fed. >> we'll get more on that tomorrow we have an exclusive interview with the president of the ecb christine lagarde right here on "closing bell. that does it for us, "fast money" begins now. >> i'm melissa lee this is "fast money" tonight's trader lineup tim seymour -- tonight on "fast money", kds coming up how investors can navigate troubled waters plus, academy sports outdoors rising in the ranks, we'll break down what this company is and why day traders are piling in. later, for sale side of the times, the health of the housing

market starting with big rally in big tech, sector closing in all-time high, microsoft, alphabet, facebook all touching new records today. look at how the mega stocks have done in the past month, facebook up 20%, alphabet more than 12% so is this tech turn around for real this time, dan nathan, i'll go to you. >> it's in the mega cap we've seen it for months the seeing the apple, amazon go side ways seen it break out last week with alphabet, facebook and microsoft and now amazon playing catch up here i like all those names, that's where we want to be if we ever get a pull back, you want to continue to buy those how they play on the other side of the pandemic i don't like a lot of the high-growth names that were winners of the pandemic that started to trade at valuations they could never grow in you know what they are, the

zooms and pelotons, that sort of thing. and one last group i do not like, it's that ipo class of the last few months. major names, it was air bnb, door dash, snow flake, have you seen how those have acted this year, not particularly well. the last bucket is the spacs, i feel we'll see not great price action of a lot of those there's just too much that came to market too soon i like at maga complex, i'm a seller of everything else. >> we said in the past no mega cap tech no coincidence rates have been tame over the past month. about a month ago rates were 1.6. now 1.64 jeff mills you penned an op ed on this? >> yeah, i did it was published last night. i completely agree with dan in terms of where you want to be in the tech space i think the outperformance will

last a few months and then value cyclical trade will assert itself and rates will trade side ways, i think the rate differential between treasuries and georgia booms or jjb's are wide enough to pressure longer term rates also sentiment in the bottom market has been bearish. so normalizition of sentiment and bonds will serve to pressure rates in the next couple months. you had tech lag it's tested technical support and now you're moving back to new highs, facebook is a perfect example of that. it's a good set up going forward and value will reassert itself eventually foreign economy will get it together with vaccine and their bond market will compress the interest rate differential we're seeing the valuation gap is wide

between growth and value you have reconstitution of momentum tax wade in mtum as an example you want to stick with value and sicknick cyclicals but i agree the mega cap tech is place to be >> how do you decide which mega cap tech stock to stick with and have power to go higher over time. >> it's a really good question, i'm not a market timer so i have to look for earnings and fundamentals we're getting close to seeing earnings i think april 28th, 9th and 30th, all of the maga complex, i think, netflix maybe is there a n in there, i guess, but we'll have earnings, we'll see are the fundamentals supporting the valuations which i don't think are that high, particularly for

facebook and google. i think we will see great earnings relative, but i think the market is pricing it in. we're seeing all-time highs but i still think the valuations are attractive so i'm holding all of them apple, microsoft google, facebook and amazon, which is my smallest position but seems to be finding support in moving higher we'll see. also, you know, amazon was, i think, the most pandemic-trade of the group, so, you can see why that would pull back a little bit relative to the other one who's should do better on a reopening, theoretically >> yeah. karen reminds us of the calendar it's yet another earnings-season eve at this point but we'll get a good read on some tech stocks in a number of week 12k3w4rz amazon is one of those stocks

kd in the middle of the trail wind. i think it's an e commerce stock. if you look how quickly we moved forward and people in this country are embracing e commerce, i think amazon and it's ability to full some of the profitability levers, i love amazon here. look, the comment on the big tech recovery it's that mark twain quote about the reports of death being greatly exaggerated. we have had four of these rotation cycles since mid-may almost a year ago, eleven months ago, that great rotation was beginning that was going to leave tech behind, come on since march 8th, you pointed out the last month you have semis up 18%. triple q's up 11 outperforming the s&p by 4.5%. the last eight days it's been even more pronounced with actually a 8% move in tech, triple q's, whatever you're

following. so i just think this is a constant series of rotations i think, if you're over thinking it you are focused on fundamentals, on bottom-up valuations how long have we been talking about the valuation in google being ridiculously cheap relative to the group and size where you can put capacity work, big funds, passive money can flow so i think that's what's going on here, the fed with reaffirmation, but some sense the market is saying we want higher yields on the industrial trades and i think yields will go a bit higher but amazing we're saying yields are going nowhere, we're settled in a range, three weeks ago people were screaming fire. >> let's get the tech 234ik -- technical turn around, does the tech have real legs, carter, all of the traders, thoughts on tech predicated on the 10-year yield. start us off on that. >> well, sure.

before we get to the charts, it's important to say, it's not as though tech needs to recover. tech never has been in trouble, it's just that on a relative basis the small cap was outperforming to such an extent that it looks as though tech is in trouble remember, the spread between small and large as measured by the russell 2,000 versus the s&p one month ago was wider than it has ever been going back to 1 11 197 -- 1978 except one other time so weir seeing so we're seeing exciting things as rested champions were resting now they're waking up. let's look at the yield chart. we all know yields have been in this perfect 45 degree channel like a pinball machine, every time we get to the top or bottom we react to it and as you all were articulating rates get to

1.77 and now we're back to 1.61. there's a panic for growth in tech why? before the pandemic we were at 2% and be were happy to do three to five year dcf work and give dreamy multiples to adobe, microsoft and apple and now a year later, rates at 1.7 abandon those dream y multiples and will embrace them again doesn't make sense what we know is we're at the top of the channel do we have to go to the bottom, no. i think you buy tlt here i think you buy bonds. the first charts one ab and two were identical with different an yootation annotations. the second chart this is the first of two pan them you're looking at the top is the top five stocks in the s&p, amazon, google, facebook, microsoft, apple i plotted them as a basket, equal weight and what we know is they've been steadily in the uptrend.

the relative performance to the russell 2000 have been straight down, you see the arrows there. if you look at that chart that chart has never been in trouble. the top chart is top five stocks, 21% of the s&p, at this point, and almost $8 trillion it's just that the relative has been so bad. it's not tech recovering, it's just the reciprocal is changing. the second chart, look at the trend line on the russell 2000 relative we've bounced off that line to the penny five times in a row. guess what happened four weeks ago, we touched that line again. so crowding in small cap abandoning of rested champions and rested champions are coming back to life finally last chart qqq, top five stocks are about 40% of the qqq. top panel. it's ascending bottom panel, it's relative to

the xpx basically flat for seven or eight months. this is the opportunity. they're rested they can reassert themselves again and it's chasing small cap and cyclicals. not a bad bet. >> carter, thank you this to the point reversion to the mean. >> yeah, by the way, champion for a day, i'm sure you love that walk off hit by pitch on the mets home opener mel, i know you were watching. >> yes. >> top five stocks make up 45% of the nasdaq 100 or 21% of the s&p. that's exactly right who has the ability to do more damage on a day and in the last five days when the fed is essentially reasserted themselves, fed minutes give you some sense where we're going to be and where this, i think, reasonable, multiple, high-capacity, decent growth,

some capital give back trade exist. these stocks are not only covid stocks but consumer staple stocks and e commerce is stocks all in one i think amazon is the leader of that group for the next six months based on where it's coming from. >> we have earnings report for l levy's strauss company's call is under way, let's get the number 12k3w4rz so stronger than expected quarter for the denim maker, raising both first half revenue and earnings forecast. the new guidance does imply second quarter earnings rate above analyst expectations upping its dividend from 4 to 6 cents. digital sales grew 41% gross margins improved thanks to price increases funder promotions -- and fewer promotions and lower inventory level, down 2% the quarter was not without challenges, during the quarter a

third of their european stores were temporarily closed due to the pandemic, 15% globally and currently 40% stores are closed and others with reduced hours and will have adverse impact from the pandemic through at least the second quarter back to you. >> okay. courtney thanks. so pandemic through the second quarter but still raised first-half guidance. karen, how do you process that >> well, i thought it was a pretty good quarter on a couple fronts, even though sales were actually lower, they were able to have gross margin higher, which is really good as courtney called out there were fewer promotions and better pricing there. their rationalization of enthusiasm expenses were really good and operating margins improved that's a nice cycle to be in, some of that is permanent rationalization of the cost

structure as they close stores and if they get the bounce back in europe, it will, that's going to be good for them. all that said, i don't own it, don't love it, it's not crazy expense at all they've done a really good job it's mid-20's multiples. so i'm lukewarm on the levy's. i have some old ones from high school though. i'll never get rid of them. >> jeff mills you strike me as a levy's guy lrks ev 3w4r57 levi guy. >> absolutely. the stock is now trading around the old high so i think the price action will be interesting in terms of the near-term momentum and they are doing some good things longer term, investing in the direct to consumer business, opening new stores, focussing on china. all these things are good. but near-term i don't love the

idea that 60% of their revenue is outside the u.s 40% of the stores in europe are closed i do think that gets better but will take time given the mid-20 pe ratio i think you can get it at a better price as it will trade sideways for a bit. >> levi up 4% right now. coming up florida suing cdc over cruise line ban, investors in the sea left at bay. -- plus, good rebellion set signs on a new target, will break down academy sports and outdoors, we'll break down the trade disney is betting on superheroes to get people back into the rk full details when "fast money" returns.

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welcome back to "fast money. we've got a developing story on disney, shares are moving higher in the after-hours session the company giving an update on it's reopening plans, let's get to julia boorstin with more. >> disney announced avengers will open june 4th, this is an

extension of disney's california adventure theme park, that park with disneyland they open april 30th this avenger's campus was originally set to open last july it will feature a spiderman attraction, an area based on dr. strange, and there will be marvel characters walking around the park for lots of interactions all of this was just announced by disney's park chief who also showed what the disney genie app will launch to help people better navigate the theme parks, create a better itinerary, shorter waits and smaller crowds, part of a push to use technology all around the park they found people already love doing things like order food online and they're going to integrate technology in as many ways as possible merchandise is also in the same division as parks, demarreo

saying there they are focused on e-commerce bringing shopping closer to where consumers are spending their time. he mentioned they are working on streaming video shopping events, integrating content and commerce and talked about embracing technology and diversity and everything this parks and consumer division is doing. >> julia, should we expect in this update to get also a read on demand so far for disneyland parks in terms of advanced tickets sold, et cetera? >> well, look, i think we will know a lot more on april 30th when disneyland opens. but we heard from bob not long ago they think so far demand has been great they can tell a little bit based on the number of people who are showing up to the outdoor area right outside the entrance to the parks, which has restaurants and shops selling things for a bit now. so they get a sense of demand

there and in florida that park has been open a while now. >> julia, thank you dan nathan, where do you stand on disney, going to reopen all its properties in the u.s. at this point soon. >> so i feel like we haven't really talked about the falcon and winter soldier, it's one of these marvel streaming things, it's massive and awesome they've announced all this stuff the way julia talked about merchandising, and parks, and the marvel universe coming tagt and the streaming. it's all working big theme over the past year looking past the closure of the parks and disruption to the movie releases i guess if you wanted to be skeptical you would say 40 times next year's earnings maybe it gets back to peek earnings in sales in 2022 or 2023 who care s about valuations trading 40 times. that's the answer.

the prior high two weeks ago probably gets back there's an uptrend broke from last year's low, which is impactful from a technical basis. there's probably a trade in the near-term back to 200. >> when he said who cares about valuations, i thought he was fwg sarcastic but he meant it in this case, siting all of the other positive things, including the technical picture. jeff mills you smirked, should we be concerned about 40 times forward. >> no, look, some of the things they're doing in terms of disney plus you can carry a high multiple i have liked the stock for by while it's not particularly cheap and has move faster than we thought there's going to be a winner in the future media landscape, that's clear there's potential to push in the international markets. and all their businesses feed off one another. so opening of the parks, i don't think demand will be an issue there. and key ratio is higher, you are

seeing fundamentals now support valuations yes it's expensive and can stay expensive and we're long-term holders. >> mutiny on the high sea. suing the governor of florida saying they've been prevented them from opening caller for the governor to lift the no sail order. how shouldinvestors navigate this, if the reopening for the cruise stocks, tim, is uncertain, how do you even tell when business is going to return to normal? >> well, it's one of the reasons if you look at ebitad levels for cruise lines they are at 15 to 20% discount where they were before, granted we know what they've done to their balance sheet to survive look, this is just a matter of time by the way, it's a bit ironic because i feel cruise lines and airlines got special treatment on the down side to help and protect them, while other great

industries like the restaurant industry were not given that honestly i think it is a lot of noise in the short-run again, yes, they need the green light. investors that have been playing reopening trades have been looking at this dynamic with the cruise lines ccl is a place to play, net leverage they will be back to 4 time business the end of 2022. i think that's investable. >> i guess the question for investors is enough time such that these companies might need to raise more money, karen, which they have already done, in terms of what they have done to the balance sheets. >> yeah, i have i question about this reopen. can they each decide on their own whether they want to have a vaccine passport, whatever you call it? >> norwegian has indicated it wants all guests and will require all employees to be vaccinated in order to be on a

cruise, but the cdc has a no-sail order. but that's what they've decided so far so far they're the only ones as far as i know. >> uh-huh. i mean, that seems interesting to me. i wonder if one had that would that be adequate for the cdc to say, all right, you can sail >> the problem is nobody knows, jeff mills all of these cruise lines want to reopen, they are saying we'll change the filtration system and require vaccines yet we don't know if it will be enough because the cdc has a no-sail order. >> yeah the uncertainty will be there for a while and there's no way to predict how this will go. but as for disney, it's clear the demand will be there i think norwegian had its biggest booking day a month ago. the demand is up in terms of saving the charts are looking better but they're still burning a lot of cash and burning a lot of stock and doubled their long-term debt. if you play in

the space pick the most quality operator debt metrics, norwegian is the worse, carnival is the best, they have more size in the area where they are flexible, that's important. i can see the light at the end of the tunnel but be selective and careful. >> a lot more ahead here on "fast money. here's what's coming up next. >> the reddit rebellion strikes again but it's not gaimgs or a gamestop or a mcm amc, lightingp wall street. plus the traders are rolling into the cannabis trade deadline s getting to patients in record time. at emerson, our automation software is empowering pharmaceutical companies to accelerate their production of critical vaccinations for the world. emerson. consider it solved.

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welcome back to "fast money", the reddit army appears to have a new target check out academy sports and outdoors, aso is the ticker, the stock have a wild week as retail investors pile in. justin zhen has been tracking all of the chatter on wall street chat board on reddit. it seems the flip is switched in terms of activity on aso. >> definitely. t the company reported blow out earnings on tuesday and chatter on reddit was quiet until the weekend, it increased 944% between friday and monday. and from monday to tuesday there was 240% spike and today academy sports is actually the second-most talked about stock in wall street bets.

>> is this just off a low base though, justin >> it is actually off a pretty high base. you know it's the second most popular stock behind gamestop which is pretty fascinating, considering there were a lot of other names in place. >> you may or may not be able to do that but what do you extrapolate the spike in interest given what you seen in gamestop. >> yeah if you look at the alternative data it's really interesting. so, 76% of academy sports 76% of stores are in space where there is currently no mask mandates compared to 27% for competitors such as dick's sporting gooded and 32% for walmart. if you look at posts on reddit you could see

some of the commenters doing due diligence and i think it contributed to a blow-out quarter and i think it's a consumer brand reddit readers are getting behind. >> justin thank you for the insights, of think now now let's bring in our next guest with a buy rating on the stock with $33 price target. welcome to the show. this is a name we don't talk about often but to pick up where justin left off in terms of the over lay where the stores are and mask mandate being lifted is this part of your bullish case when you lay out your bullish case >> it could be what we're learning for retailers across the country is a lot of covid winners last year, in the case of academy they were, they are very strong comps, ended up being double digits for the year, and there was a lot of concern, what happens when we have to cycle people buying outdoor equipment, sports and outdoors, camping

goods, you name it now we're seeing the reopening i don't think the mask has much to do with it. it's really the reopening in general. there's a lot of activity consumers did last year that we do think the sales will go negative in the second fear, that's the fear, but they may not be as negative as people think and as a result they could have flat comps for the year and grow earnings to $3 by next year so we think it's too cheap a stock for the quality of business it is >> hey, greg, it's jeff mills. thanks for being on. i have a quick question about the business leading up to 2020, obviously 2020 was a good year with certain tail wind the business enjoyed if you look at same sale comps in three or four years before that, not that robust can you talk about how you see that changing going forward if at all. >> that's a great question they've had new management in the last few years that

reinvigorated the merchandising, got more local product in the stores and got rid of things that were non-core and you saw comps move from negative to slightly positive for three quarters before covid hit. so i think ideally you would have liked to see more of that, not just three quarters but maybe six before covid hit, but it hit when it did and they pivoted very quickly to doubling their online penetration to 10% of sales last year from 5% so they really took care of their customers and got the products they needed last year the key now will be it will be hard to cycle some of those things but there's a lot of weak areas last year like teen sports which is mid-teen percentage of sales if you add licensed apparel so these are things we see as high schoolers and kids go back to baseball diamonds and football next fall that could make up on

the difficult comps in say camping equipment. >> let's talk about the digital comps. that to me is really the crux of the story. yes we're talking about this on reddit boards but is this is so different than gamestop in terms of a company that's had a tail wind, it's not a challenging valuation, it's not a broken company, but the key to the surge here is not only stimulus checks and pent up demand and people wanting to get outdoors but a company that's learned how to get into the online business. is that really a game changer? >> it is a game changer. any traditional retailer if you haven't figured it out in 2019 you have to figure it out now. e commerce will be 35% of retail sales in five years, that's what we believe it's 20% now, basically and so pivoting your business to that and we think multi channel not just e commerce like amazon which we like, it's traditional

retailers pivoting to be truly multi channel, they can serve the customer shipping to them next day or same day or say, you know what, you want to buy that new canoe come down and get it, we'll have it ready for. academy has done a really nice job doing that >> it's karen, thanks for coming on let me ask a couple questions about the stock trading. so coleburg kkr sold -- 12 million in shares in february and possibly 9 million today that seems likely. do you think there's overhang in the stock, what they're going to do with the rest of their position and does it matter to you. >> the overhang, yes, it's the ipo that happened late last year they've been selling that down that's a normal, natural process for a company as it gets more flow you get more interest and it will help the liquidity so

larger funds can take a look at it i think getting rid of the overhang is healthy and will allow for a fuller market to develop for the shares the easiest comparison out there is dick's sports goods, we like them as well, it's a good company with higher digital penetration, give them credit there, but they trade three or four multiple points higher than academy. that's why we use 11 times for academy in our next-year numbers and dick's is around 14.5 or 15. so -- >> -- sorry about that, greg this whole remote thing is not working out too well, tonight. in terms of bull case $48 is your bull case given what we now know in terms of the interest in the reddit report does that $48 bull case become a little bit more likely in your mind does the needle move towards the bull case opposed to your base case because of that >> the bull case is a bull case,

a lot of things line up. i would say the bull case could become relevant in the next 18 to 24 months they can cycle last year's comp and show they won new customers through the down turn and continue to develop the multi-channel business that's where the market will start to say, hey, this thing, academy is worth more than nine times earnings, it could be worth ten, eleven, twelve maybe even 13 they also have $300 million a year in pre-cash flow in three years, north of 10%, we just don't get that for a lot of growing quality retailers. >> and the company has said they are interested in deleveraging with that cash it's been great talking to you let's bring in bonawyn on the options market, what do you see? >> hey, mel, so a lot of the dynamics you're speaking about in the spot market are translating into the options

market you can see that in the options. calls outpace puts two times to one. stock option volumes are three times what we typically see on a normal day options are implying 22% move in either direction between now and may x free the tale of the tape to me, 500 of the may 30 45 one by two call spread trade at $1.30. so 109 of the current spot max profits realized at the high strike, or $45 after that the short works against you capping profits at 57.40 that's 200% up current spot. be mindful of that because there's propensity for these names to gap 50, to 200%. >> dan, what's your take on this conversation on aso? >> yeah, well, listen, i know tim really likes dick's here but

i prefer this aso and i think you would have an opportunity if it were to settle back in in that $25 range, which it seems consolidated for the valuation and deleveraging stories sound really good and now wall stret bets community is behind it, it looks like it will get bought on dips >> the short interest about 40% of outstanding shares. bonawyn thank you for that for more "options action" tune in tomorrow at 5:30 eastern time coming up, one stock 14red sledding gains as analysts tighten belts. plus a company locked in a rewerhouse pot deal. mo on that when "fast money" returns. i'm searching for info on options trading, and look, it feels like i'm just wasting time. that's why td ameritrade designed a first-of-its-kind, personalized education center. oh. their award-winning content is tailored to fit your investing goals and interests.

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welcome back to "fast money", www share shedding gains on the back of morgan substantial call stanley call sounds like people might need

ww, there's a down grade, karen what do you make of this you've been in this name. >> yeah been in this name since the beginning of this year it's not a bad call. makes perfect sense. i feel the stock approached their target of 34 they also had some data that they thought was not as robust as they hoped, which was app downloads and they were thinking maybe the subscriber run we hoped for will actually not be as strong, so therefore, $34 it was 31 or 2 yesterday going to an equal weigh. nobody in it is under weighed. this segment practically writes itself, kind of an easy pun, i guess. to me i'm still long i had shed some exposure, i sold some 35's in may against it lightened up a little on the stock, when i first looked multiple was 13 which was too cheap it's 16 and change now

i'm still long the bulk. i'm hoping to see higher. >> whole thing is pun after pun after pun. totally unintentional. tim, where would you be on this trade? >> well, think of the great irony of a down grade from overweight to equalwa weight whc is where people are trying to get to with weight watchers. anyway i think the stocks had a decent run, i think it's a valuation call, and obviously is a lifestyle wellness play that i think, as people get out and about, i think it's going to be another very nice tail wind for people who said you know what, i let it slip a little bit. again, this is about wellness and lifestyle not simply about shakes and what not. it's actually a stock i would own. >> yeah, i can't figure out, i mean, if we reopen then dollars will be spent on other things. i understand that intellectually but i also feel people will be

in tune with the need to look good, and be healthy, as you go out in public again, jeff mills. >> no, i agree i think the quarantine 15 is a real thing we were talking about it a little bit early on one of our calls. i do think that's a catalyst you had weak subs growth early in the year. but i think you can have that as a nice little boost because people are looking towards reopening and summer time. to tim's point they've done a good job transitioning the business from in-store to digital, it's cheap erp for the customer and they have better margins. i like the story long-term. >> coming up, we have chart of the day that proves how hot the housing market is or maybe isn't. you won't believe your eyes. first shares of cannabis growth, are high times over for the industry that and much more when "fast money" returns you need a financial plan that fits

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shares of canopy growth dropping after the company acquired supreme cannabis for $346 million today let's get to frank colin with the details. >> the deal has been described to me as a premium push to set

up the company's plans for legalization canopy acquired supreme at 66% premium giving them 13% recreational market in canada and $20 million in u.s. tax dollars saving in two year. >> it also helps us round out our portfolio to drive our self to profitability in canada which now allows tuesday invest into consumer insights and innovation which is the engine in canopy that will help us come to the u.s. with better experiences, better branded products. >> client believes u.s. legalization can happen in 2022. right now in canada despite pandemic boom in sales whole sale prices down 11% since the start of 2022 and there's estimated 2.5 million pounds of cannabis, enough for the next

three years, at current consumption levels just sitting in inventory so asking why buy more. >> 2.5 million pounds? >> 2.5 million pounds. >> wow, that's a lot of pot. >> i got the number in kilograms but yes, 2.5 million pounds. >> thank, thanks tim, that pot can't stay fresh, does it matter, i don't even know, does it go bad what happens to this pot >> yeah, you can put it in concentrates or in storage this is a stock i'm long on i have a ton of confidence in canopy's position going to u.s. market when it's ready meanwhile it's global and because of the constellation backing it's a in a great spot for investors what's going on in the industry, why are cannabis stocks struggling after in new york

great earnings, some of it is conditions we were a little bit over bought. look, today maybe the more interesting deal was john salaman's second big spac buying glass house in $1 billion deal for largest producer in california where people really believe some of the best brands are coming from. and the industry is getting more sophisticated. you have better operators. this is a deal we invest in on the hedge fund size. i'm excited. i think it's quite good. tactically you have a market that got ahead of itself good news time to sell. >> yeah good news, bad price action, in the words of illustrious guy adami. does this concern you or right sizing the trade given the run prior to the good news. >> listen, this is an emerging space, tim mentioned the news in new york, there's a lot of consolidation, you have to stick

with people who know what they're doing, tim has etf up more than these stocks, actively managed and you want to get yourself into low cost etf like that to get that exposure it's going to be around a long time. >> coming up, one chart that shows the red-hot housing market is still on fire more "fast money" in two for colon cancer?hy waitn because when caught in early stages, it's more treatable. i'm cologuard. i'm noninvasive and detect altered dna in your stool to find 92% of colon cancers even in early stages. tell me more. it's for people 45 plus at average risk for colon cancer, not high risk. false positive and negative results may occur. ask your prescriber or an online prescriber if cologuard is right for you. i'm on it. sounds like a plan.

welcome back to "fast money. call it a sale sign of the times. check out the chart of the day you're looking at google searches for should i buy a house. should i sell my house they are both at all-time highs. is there still room to run in the hot housing trade, karen, what do you make of that >> i don't know, honestly. i'm a long-term investor i'm not trading around my house. can't tell you how much i would not want to pay to have to pack and unpack just not doing it in the middle of this renovation i'm not trading. i'm sitting with it maybe forever. >> you're holding. for many owners you have to sell your house in order to buy the next house maybe this makes sense.

>> and supply is so thin right now. people are talking about mortgage rates ticking up. i don't think it matters you want to own dhi, len they've consolidated for a number of months and are now breaking higher, i think the set up is good for that part of the housing trade right now. >> coming up next, final trades. stay restless with the icon that does the same. the rx crafted by lexus. lease the 2021 rx 350 for $439 a month for 36 months. experience amazing at your lexus dealer.

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be sure to catch the premier of cnbc's new show tech check. as they tick off all things tech, kicks off this monday at 11:00 eastern. time to go around the horn seymour. >> i'm long constellation brand canopy growth, creative, i like the 1r58 valuation. stz is the ticker. >> dan nathan. >> i'm long debo and the tech check. can't wait and disney heading above $200 very soon. >> karen >> yes, you know how i say buy when there's blood on the streets even if it's your own, this time it's not my own but looking at brazil where things unfortunately really bad in terms of covid they will recover

so ewz, brazil etf. >> general mills. >> i know small cap has paused but one name i like is primmoris the valuation is attractive d an chart looks good.prim. >> all right, "mad money" with jim cramer starts right now. >> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it "mad money" starts now >> hey, i'm cramer welcome to "mad money. welcome to cramerica i'm trying to make you money my job is not just to entertain, but to inform, tweet me. does it matter that the president of the united states doesn't seem to care one bit about the stock market on a day where the