good for a nice pop, actually. >> kevin o'leary versus guy adami. it's the change of the century, maybe somebody won't walk away. >> get your tablets, phones and laptops ready. get ready to vote for who you think is winning the debate. all the action starts right after this break. so don't move, more "fast money" up next. did you know a ten-second test could help your business avoid hours of delay caused by slow internet from the phone company? . . >> welcome back to "fast money." we got some more 13 f filings. the time it's paulsen. they have added new stakes in allergan, allied financial and directv and co vidian and resolving, getting rid of steaks in general motors and american airlines. headlines out of paulsen. one of the other investors are taking a steak in allied financial. back to you, michelle. >> it's on the warren buffet trade, dom. >> that's what makes a market, buyers and sellers. >> what do you think of this position? >> gm trade is to play for the long term. i think there is so much this. i saw paulsen last night. >> of course, you

i agree with guy adami. many of the names, the bicker fames, specifically, don't trade at these huge premups as you expect. amgen, it hit 52-week highs today, i still see upside there. i see biogens as well. >> this was a stock trading basically $500 in march, had a huge pullback to 220 or. so when she talks about 100% upside. that's not that crazy. i know it seems nuts, look at the stock, extraordinarily volatile. about a 10% short interest. interesting name in a space. this isn't that crazy. it is a binary play. i think you are probably 75-25 it works. >> as you mentioned it went up to $500 bucks. >> 447, yes. >> when you say for the average investor, what is the risk? if one of these things fails or one outsources or outsizes its competition then the rest gets slammed. >> are you still hurting. >> did you feel the pain? >> yes. >> did you see me wince? so for me, put the stock, it's up right now. >> so grasso bought clovis. it was a bad trade. you are burned. >> hi, my name is steve grass so. i bought clo

our traders are tim seymour, dan fa tan, guy adami. march 2,000 have been about monster beverage, celgene, apple, gilead. so is that growth trade the way to keep playing the market? it was interesting today on the march to this new closing record high, we saw the russell outperforming the broader indies ses tim. >> i don't think you can cherry pick it. if you want to look at the market now at s&p 2,000. look at the sectors playing at a discount. where were we at s&p 1,000, it's technology, it's trading about is.3 times to where it was. energy, it's trading cheap. the s&p in general 14 times federal government year's earnings is not expensive here. everyone is freaking out. i don't think stocks are expensive here i think people need to relax a little bit. >> we've also had record buybacks here. look at the way they've managed the earnings. >> it's healthy balance sheets. >> it does. they cut costs down to the bones. >> which is why technology -- >> it's getting better. but the point being isitative cut costs. we still have, cisco is emb

i am guy adami. i am "fast money." >> i am pete najarian. am "fast money." >> are you "fast money"? go to the nbcuniversal store and order your "fast money" t. run with the big dogs. ♪ during the cadillac summer's best event, lease this all new 2014 cts for around $459 a month or purchase with 0% apr and make this the summer of style. i've got a nice long life ahead. big plans. so when i found out medicare doesn't pay all my medical expenses, i looked at my options. then i got a medicare supplement insurance plan. [ male announcer ] if you're eligible for medicare, you may know it only covers about 80% of your part b medical expenses. the rest is up to you. call now and find out about an aarp medicare supplement insurance plan, insured by unitedhealthcare insurance company. like all standardized medicare supplement insurance plans, it helps pick up some of what medicare doesn't pay. and could save you in out-of-pocket medical costs. to me, relationships matter. i've been with my doctor for 12 years. now i know i'll be able to stick with him.

guy adami. you looic this stock. free kronut. >> i hear. extra chigen no beans. >> i never had a kronut. q-doba. morgan said they're under appreciated in the cordoba brand, i'm surprised it's doctor 59 bucks. its dragged down mcdonald's is dragging down a lot of these names i think it should be forth of 60. valuation is stretched. >> jack in the box into kronuts. competition for duncan do nuts. >> i think it stand out, what have we seen time and time again? >> chipotle. >> we have seen it with the most recent launch of poco loco. >> el pollo loco. >> it's crazy. >> loco. >> they've done well. >>let get some tweets. you tweeted, we traded first up for tim. what's the story of the other internet stocks? >> you can't buy them all with the same brush valuation is just fine. if you look at some of the other places, i like the online real estate place, get back to the big boys 1k3wr0e67b89 aidu, this is a 30% multiple. this is as good and better tan you are getting at goggle. noise versus reality. in the case of things like edu, you have to do yo

>> i'm guessing it's guy adami. >> you are right. >> amongst the disappointment, guys. >> you know we have coming up "shark tank" dallas maverick's other than park cuban will tell us what he thinks about the tobacco and his invention. >> we are all ears, over to you. >> "fast money" starts right now. live from new york city and time's square, i'm melissa lee, the traders are pete najerian, guy adami, a big show tonight. apple hitting an all time raising to 102 per share. billionaire investor mark cuban will explain messaging apps, he is backing who leads snapchat in the dust. first, king dollar rears its head. the greenback hitting the highest level today. will a strong dollar be a commodity killer? brian kelly, what do you say? >> no. >> why not? >> it doesn't have to. >> doesn't it pressure gold, doesn't it pressure oil? >> it's all in the reason why you are buying the commodity. can you argue if money is flowing into commodities, you need dollars to buy them. as long as they aren't hedging out the currency risk the dollar could be strong. look at what happens today to the dollar. w

guy adami, thank you. much more coming up with guy adami on "fast money" at 5:00 p.m.ennis gartman which beaten-down sector he's buying today. don't miss it. stocks kicking off the week here with a bang. the market has now gained back most of what it lost in that pullback that began late july. so, should you forget fears of a correction and go full steam ahead for stocks? that's next. >>> also, she's one of the banking industry's biggest critics, and now she's got the ear of president obama and fed vice chair stanley fischer. coming up, stanford professor anat amadi tells us how they should be fixing risks in the financial sector. also, sprint expected to announce new prices. is this a marketing campaign or should verizon and at&t be worried? we will also hear from president obama in a few minutes. keep it here. you're watching cnbc, first in business worldwide. being a keen observer of the world has gotten you far, but what if you could see more of what you wanted to know? with fidelity's new active trader pro investing platform, the information that's important to yo

penney's, jon najarian, and our own kayla tausche, and guy adami.these markets up. >> i think last time we talked about being a pivot level for the s&p, within a couple points, that proved to be the days. and we've bounced. the bounce is more robust than i thought it would be, but we bounced nonetheless. i will say this to you and have said it now for a long time. i think yields are going down. i know you have heard it all day long, i've been saying it for a while, you look at what's going on in germany. at some point that disconnect between interest investigates here and globally have to come home to roost, i think, in the equity market. >> a big theme of the market was money going into some j.c. penney's after hours, we should know, those shares are moving higher, wow, to the tune of 10% trading -- >> yes! bang! >> i think dr. jay has -- >> yeah, i got some of that today. yeah. they crushed. i mean, this looks like a real beat, because revenue up big, as well as the bottom line there, they're expecting to lose about a dollar, estimates were, and h

guy adami, we'll let you go to prep -- >> right on! robust conversation.njoyed that. >> you start it off well for us. coming up at 5:00 p.m., guy and the crew will be talking about apple, asking a top analyst if the iphone 6 delay rumors are true. don't miss it. >>> and coming up here, higher prices cooling off home-flipping for most people. i can't talk today. high-end home flipping is still extremely profitable in some markets. coming up next, diana olick tells us where investors are finding the best returns. >>> and back-to-school shopping is officially in high gear. which names will be winners due to back-to-school shopping mania. one pro will give us his top three picks. and if you have a g-mail account, pay close attention. researchers showing g-mail can be successfully hacked 92% of the time, if you have the account on your smartphone. find out how to protect yourself later on the "closing bell." you are watching cnbc, first in business worldwide. ade ideas th spark your curiosity tdd#: 1-800-345-2550 can take you in many directions. tdd#: 1-800-345

dan nathan, steve grasso, brian kelly, and guy adami. straight to our top story. highs. how long can the two co-exist? you flagged this chart for us today. it shows the final stages of a bull market begs

much mover coming up with guy adami on "fast money" at 5:00 p.m.for all that. >>> we have a developing story now out of new york city. bertha coombs with the details. bertha? >> kelly, mt. sinai hospital here in new york has put out a statement saying that in the early-morning hours today, a male patient with high fever and gastrointestinal symptoms presented himself to the hospital's emergency department. the patient had apparently recently traveled to a west african country where ebola has been reported, and that patient has been placed in strict isolation and is undergoing screening to determine the actual cause. so, as a precaution, he is undergoing screening. it's not clear what those symptoms are derived for or what that person was doing traveling and what they were involved with. of course, we know that there is a health care worker in atlanta who is being treated for ebola, and apparently seems to be improving. the white house says that the state department and u.s. customs officials have some strict rules to observe any individuals who do

tim seymour, gordon johnson and karen finerman and guy adami, the end of the michael kor's run, he stood out, despite strong numbers this market, kor's margins got investors fleeing. will it go the way like lululemon and coke. a company we seen time and time again, it expands, expands, expands, suddenly it expands too far, there is too much invent ore, it sets in. >> i don't think it was that bad. i think the call didn't go as it hoped. people thought john idol the ceo was difficult on the call to me it's much more about the momentum trade than the business, itself, is collapsing. i don't think that's happening. i think there is still growth there. it's not wildly expensive. we puke out of momentum buyers. >> if you look at the volume, probably seven times the normal volume. i thought the quarter was pretty good. i thought giants was good, operating margins, better than the street was expecting. not that far off from where they were last year. to karen's point, it's a moment item stock that's broken, bimp the sell-off, i think kor's trade looks interesting. >> coach was a broken company

guy adami. you aptly pointed out we discussed this stock how it would be a stock that outperforms. >> this was a very good quarter. you know, everybody thinks game stop is huge, it's not. it has a:30% shortage. everybody is convinced the business is going the way of the dodo bird, which it's not. i think you can chase this i think the stock goes higher from here. >> i think we would have seen the dodo bird from here. i wouldn't touch it. shares of ebay getting a big pop. the ecommerce giant is reportedly spinning off its pay pal business. according to the site, the information despite the report, telling that its position has not changed. j.j., stocks still higher. >> stocks screamed higher on very, very heavy view. almost 321 puts as well. it was that tech blog that basically said that people that they've interviewed, ebay interviewed were being told, don't worry, you are have an upside play here. we will spin off pay pal. whether or not that was really what was purported was really true, peopl

tim seymour, dan nathan and guy adami are traders in tonight. home depot shares soaring today of posting strong earning, raising its forecast for the year. that was after strong home builder confidence numbers came out yesterday and a strong number for housing starts this morning. so is the housing market officially recovered, mr. beaks? >> it learnly looks like it. there is only one month data but we had that spring slump that had everybody concerned. i think the moves today in housing and home depot were because everybody thought perhaps housing was slowing. most of wall street was saying, yeah, it's over. today that surprised people. so we had a 5% move in home depot today, following that through, houseing is a huge, huge, part of the commitment you have to start thinking, is the economy actually going to improve in the second half and, if so, bonds are probably mispriced. >> not a significant part of the economy. you also got the wealth fact as home values go up, prices go up, people theoretically should spend more. >> if you get easing cred

our traders are tim seymour, dan fa tan, guy adami.been about monster beverage, celgene, apple, gilead. so is that growth trade the way to keep playing the market? it was interesting today on the march to this new closing record high, we saw the russell outperforming the broader indies ses tim. >> i don't think you can cherry pick it. if you wanto

in new york city's time's square, dan nathan, karen finerman and guy adami are my panel. the dow and s&p dropping to its lowest level since may. remarks from polish officials warning about a russian invasion of ukraine winning on sentiment. the volatility index spikeing 10s%. what happened today, b. kchl? >> well, listen, if the bond market told you the whole story because we had good economic fuse in the morning, bond market sold off, the instant we have any whiff of a problem with ukraine, it's all about geopolitics. look at what's happening in new york. those endis says have still not recovered. i am short of the dax this afternoon, i don't see any reason why puma is going to back off, in fact, they can't because if he does he completely loses all credible and power in the world. i think this will get a lot worse than it gets better. >> geopolitical is part of it. a lot of these things were telegraphed. we talked about the russell under performing for quite some time. dan brought that up last month technically the trance ports are rolling over. last month was a dicey m

our traders are peat and guy adami. apple closing in on $100 a share. we've got the details on a new study just released ahead of apple's new iphone 6 launch. today's top story, the running of the bull. stock rallying on news out of russia and ukraine. oil falling to a near seven-month low. are there any red flags that could derail this rally? pete? >> well, i think the only red flags out there obviously are news based because when you look at the way the markets are trading without ukraine, without some of the things going on globally we can see exactly what the markets want to do. they want to go higher. look at the big cap techs. microsoft, ibm, intel. the risks are still there. folks are willing to have risks on the table. look at the amazon, facebook, netflix, twitter. when you see oil going down, transports moving to the up side, there are so many movements in the marketplace. the participation is broad, very strong. i think without some of this negative news in the marketplace right now there's nothing but up side. we could easily get to 2,000 bu

dan nathan, steve grasso, brian kelly, and guy adami. straight to our top story. low rates and market highs. how long can the two co-exist? you flagged this chart for us today. it shows the final stages of a bull market begins when rates start to rise. guess twwhat? we're just about there. >> you would think. we're looking for a turn. everybody is calling for it. everybody who is saying you have to be in stocks because rates are going to rise and you're going to get killed, i would just be very careful. this chart here shows this goes back to '83 when they changed monetary policy, but every single one of those peaks, the blue line is yield, every single one of those peaks is six months to a year before a major, major market top. the '87 crash. the 2000 tech bubble. sometime in the next six months to a year if rates start to rise and we saw a bit of a reversal in tlt today, then you need to be concerned about the stock market. lest you think i'm a bear now, we have some time. >> six months to a year, that could still make for a nice trade on the s&p 500. >> a littl

>> i'm guessing it's guy adami. >> you are right. >> amongst the disappointment, guys. >> you know we dallas maverick's other than park cuban will tell us what he thinks about the tobacco and his invention. >> we are all ears, over to you. >> "fast money" starts right now. live from new york city and time's square, i'm melissa lee, the traders are pete najerian, guy adami, a big show tonight. apple hitting an all time raising to 102 per

stick around for guy adami on "fast money." investors pulling the plug on risky assets.s risky space or is it time to pounce and buy? and on the negative sentiment we'll talk about that next. plus a new report finding alternative investments, real estate, commodities, things like that could be getting much of the money that's flowing out of stock funds. what that says about the state of this market and the asset management industry. financial noise financial noise financial noise financial noise tdd#: 1-800-345-2550 life inspires your trading. tdd#: 1-800-345-2550 where others see fads... tdd#: 1-800-345-2550 ...you see opportunities. tdd#: 1-800-345-2550 at schwab, we're here to help tdd#: 1-800-345-2550 turn inspiration into action. tdd#: 1-800-345-2550 we have intuitive platforms tdd#: 1-800-345-2550 to help you discover what's trending. tdd#: 1-800-345-2550 and seasoned market experts to help sharpen your instincts. tdd#: 1-800-345-2550 so you can take charge tdd#: 1-800-345-2550 of your trading. >>> welcome back. new data suggesting investors starting to avoid risk.

from the nasdaq markets in new york city's time's square, the tlaid traders are steve seymour, guy adamistocks stabilizing after sharp declines yesterday sent them to the major indices to their lowest level

brian kelly and guy adami, good evening, everybody. let's get straight to the top story.off earlier today on reports that the ukrainian artillery attacked a russian military vehicle after it crossed into ukrainian territory. russia's defense ministry is denying that attack. but the impact on stocks was quite real with the dow down nearly 140 points at the lows, and the s&p also down about 14 points. this is really interesting, and certainly it wasn't just stocks

nasdaq markets in new york city's time's square, the traders are pete seymour, steve najerian, guy adaming our favorite songs from 2000. >> why is that? >> today the s&p 500 hit 2,000 the first time ever. see that record-breaking number. steve grass so, what was it like on the floor during that momentous occasion? >> this is where you are supposed to pitch to me. i'm supposed to say i'm filled with excitement. >> that's exactly what happened. you know, few think about it, though, we're in the

tim seymour, dan nathan and guy adami are traders in tonight.shares soaring today of posting strong earning, raising its forecast for the year. that was after strong home builder confidence numbers came out yesterday and a strong number for housing starts this morning. so is the housing market officially recovered, mr. beaks? >> it learnly looks like it. there is only one month data but we had that spring slump that had everybody concerne

in new york city's time's square, dan nathan, karen finerman and guy adami are my panel. and s&p dropping to its lowest level since may. remarks from polish officials warning about a russian invasion of ukraine winning on sentiment. the volatility index spikeing 10s%. what happened today, b. kchl? >> well, listen, if the bond market told you the whole story because we had good economic fuse in the morning, bond market sold off, the instant we have