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pete najarian?luation, tim can show you, that chart looks fantastic, especially some of the drawing you did on there but i can tell you this, it is an unbelievable company, they're doing a great job. i go with venmo, in other words paypal it's going higher. >> he's been all over this >> sell. >> he makes a great pitch. but the stock is up 70%. i think the story has -- it's got a beautiful balance sheet. this thing has got a $76 billion enterprise value at some price, i see somebody coming to make a move for them when you think about the market cap of visa and mastercard i would be a seller at 666, a buyer at 10% lower >> you see how this whole space is overbought. how do you flip the switch on this when in fact it was expensive probably five bucks ago? >> it feels like your sloppy seconds, brother >> hey, hey. let's wrap up here guy. >> there are young people watching at home >> it's all about venmo. >> it's all about the venmo. my bad but -- and i admire tim's courage in pitching this two days befo

with us is joe terranova, pete najarian and erin brown. let's begin with that countdown to some of the most important earnings report of the season. those big techs heavily owned and closely followed pete, especially on this desk you own microsoft and intel calls. you have a big idea of where you think this space could go next. >> right i've been talking about the value prospect of this entire group for a long time, but it's not about value, it's also about growth if you look at the growth aspect of intel, look at the acquisitions they have made. they have continued to grow themselves into a.i., all the different areas of growth. that's what they have needed to do they have done a great job of executing on that. and we said the day he was hired at microsoft, it's time to own this stock once again. that stock was $35 now you're talking about nearly an $80 stock why? because this guy actually had the vision forward to say, you know what, the growth is in the cloud. that's what microsoft is going to become. that's why tech is working, because

. >>> pete najarian is seeing unusual activity in one of the tech giants that is booming today so see which way options traders think it's going to go next first though, let's see where "power lunch" is going to go at the top. hour brian? >> on deck, alphabet, amazon, microsoft fueling the nasdaq to record highs you know, that folks, but which one of those names still has the most upside left we're going to dig n.cvs eyeing aetna. if a deal happens, what does it mean for other big players and your health care >> and this is one hot stock it's rallying today. it's up 45% in the past two months the ceo joins us for the mystery charm. that's coming up on "power lunch. "the halftime report" returns right after this. >> a clarification from snap yesterday in a graphic we quoted a number on monthly users from a data service snap, however, uses dailies, not monthlies. snap says its daily average iris number is 173 lln.miio "the halftime report" is back in two minutes. your brain is an amazing thing. but as you get older, it naturally begins to change, causing a lack of sharpness, or even tro

regular seeing rising risks for stocks with us for the hour today, joe terranova, stephanie link, pete najarian and so is jim cramer, the host of "mad money." let's begin with the markets today where all three of the major averages hit new records again. tech a big winner with at least 20 names now within 1% of at least a 52-week high yes. how do you feel about that, joe? >> i feel good about it. steph and i talked before the show i've tried to be cute at times, did in the beginning of september, if you remember i thought the market had a lot to overcome from a trading standpoint you have put a small position on, but listen, this is a market that punish eds you. you need to get out quickly to see where we are today i love what's going on with technology the software play is the play that i have. it's the -- the three big names. it's microsoft, it's s.a.p., it's red hot, and i'm not looking to get out of any of them. >> steph, you know, we mentioned mike wilson who is the -- the gentleman we were alluding to at the very top of the show i of morgan stanley. sat right here hat the desk recently sa

, have the gang all here, joe, steph, jon najarian pete, you recently bought wells fargo shares. >> yeah. >> i'm sort of wondering what your thoughts are as a shareholder. you know, buffet, okay he's not -- he hasn't sold any shares, but he said he's only, you know, he's keeping it only under 10% in that threshold that he has to have. >> yeah. i think it's pretty interesting. i'll throw something back at you. would you rather listen to the fact that senator warren's talking about the fact that it's a broken culture, or would you rather listen to warren buffett in terms of his analysis of the bank who says it's a terrific bank i know exactly where i vote and that's why i bought that stock around 51.50, scott. warren buffett has not been shaken out of the stock. says a lot about what he thinks is going on. >> josh is shaking his head no. >> warren buffett -- >> josh can shake his head all he wants but it's a $55 -- >> he cannot sell 10% of the stock if he wanted to. there is no what i that he could say, you know what, i disapprove of this and then dump his holdings on the market he's too b

whether there's really still time to get in with us for the hour today joe terranova, jon and pete najarianone here with asset management visa and mastercard getting a i lot love today from wells fargo. they resumed coverage or

for your money with us for the hour to discuss and debate that, jim leeben that will, john and pete najarian we begin with one of the best past performing of the decades, bill martin beaten 99% of his peers over that period, he is with us today with two eye opening stock picks. bill, welcome back it's been a while. good to see you again. >> thanks for having me. >> you look at the stocks that have taken the dow from 22 to 23k in only 76 days and it's boeing, cat, home depot, goldman and i look all the way to the bottom of the list and the worst performer is general electric, a stock you say you are buying and it has become now a contrarian call because nobody seems to like it anymore why are you buying ge? >> well, i guess it shouldn't be too big a surprise that a value firm like oakmark is buying something that is tremendously out of favor we think this is a very different company looking forward than looking back. new ceo john flannery is going to be very focused the return on invested capital and capital allocation both within the income statement and on the balance sheet we know there's

regular seeing rising risks for stocks with us for the hour today, joe terranova, stephanie link, pete najarian so is jim cramer, the host of "mad money." let's begin with the markets today where all three of the major averages hit new records again. tech a big winner with at least 20 names now within 1% of at least a 52-week high yes. ho

for your money with us for the hour to discuss and debate that, jim leeben that will, john and pete najariane of the best past performing of the decades, bill martin beaten 99% of his peers over that period, he is with us today with two eye

with us is joe terranova, pete najarian and erin brown.'s begin with that countdown to some of the most important earnings report of the

whether there's really still time to get in with us for the hour today joe terranova, jon and pete najarian and carry firestone here with asset management visa and mastercard getting a i lot love today from wells fargo. they resumed coverage or assumed coverage of outperforms, joe everybody on the desk likes visa. >> yeah. >> and with good reason. >> and you can't fault jim for saying what he did considering what the stocks continue to do. >> oh, certainly. >> i mean, these are two bellwethers really in terms of getting financial exposure you know, we had long talked about, well, how do you get the financial exposure do you look at the big five banks? there were moments when we questioned and were skeptical about that but never did that with visa and mastercard and now you're witnessing specific with visa as it relates to europe, that's really gaining momentum right now. it's an environment where you think about it, scott, just with retail sales kind of suffering, visa and mastercard are still doing well i'm long visa. a lot of us on the desk are well i'm staying with it. >> carrie, you own

. >>> pete najarian watching the options market as he always does for unusual activity pete, what doou have for us today? >> well, scott, i'm not going to go over the same names we always have have. this is unusual unusual. i could go with citibank which actually has some april 29 calls, monstrous buying out there. i could go with e-trade where rolling up and out 10,000 times but i'm not going to go there, and i could go with bank of america which hats april calls so i'm going to go with northern trust. very aggressive buying in a name and never hits that's why this is extremely unusual. it's unusual activity because of the size of what we're seeing. just under 9,000 calls, november 1 calls being bought today but it's also a name that never seems to hit on our systems. that's what makes this one so unusual and so interesting stocks are right around $93 a share. they were paying about 65 cents, up to 80 cents for the options i like it enough that not only did i buy calls but i bought the stock as well. i believe in the bank trade. we talk about value with growth. that describes the fi

we'll keep our eyes on that and now to the najarian brothers who have made their way to the telestrator. what have you got? >> pete it off. >> general motors and it's actually come down a little bit further from when we saw the call-buying that we saw. you can see in the stock, stock, you've got to think jimmy lebenthal is liking that i own gm, i'm surprised by the big run and sub-is looking for this thing to run even further today the march 49 calls, march, they are going pretty far out in time 25,000 of those calls were purchased today. that's a nice sized new. on top of that, and i think we've got a chart for this, they were also selling the puts on the downsichd the march 40 puts, sold 25,000 of those helped finance some of the buying of the upside calls somebody remains very, very bullish but they wanted a lot of time i own the stocks already didn't jump into the calls because they are way out in march. i already own the stock so i'll be holding, that scott this makes me feel better about the stock despite the fact of the chart that we saw with the run up towards $45 had a share. >> the year-to-date chart who

we're back jon najarian at the telestrator with a pair of unusual options trades for us today. peter is with us as well from minneapolis. >> pete is opening up. >> yeah. >> well, thank you, doc. there you go. >> did that well, doc. >> oh, thank you pete, take it away >> scott, you know what's really interesting is we just talked about what's leading the dow right now and it's ibm the well, the interesting part about that is a lot of people are wondering is this a one-day pop and the option markets are saying no. as a matter of fact, katie huberity from apple has been powerful and strong talking about a 112 price target and the transformational part of ibm towards the cloud in that, that's also going to get the margins a little bit better for ibm as well. in either case, the november 160 call, 13,000 of those were bought today earlier in the day they paid from 1.25 all the way up to 2.40 for the calls. very aggressive buying there, scott, so it says something about where ibm has come from and where it might be going to this is a stock i open i'm not in the calls right now i'm considering it, but i've already owned the stock so i