joining us now is andrew keene, president of keeneonthemarket.com. happy monday andrew. >>happy monday angie. >>let's begin with netflix. earnings coming out after the close tonight? what do you think? >>the option market is implying about a $40 move. we saw netflix go from 80 to 460. now it is back to $340. i think it's going to make a big move. it always makes a big move on earnings. i don't think there's going to be any free passes in this. people don't want growth stocks. their allocation has shifted. cmg chipotle had an unbelievable earnings report on friday. the stock was up $27. it reversed and ended up down $15. so i don't think there's any more free passes. i'm going to be looking to play netflix through the options market to the short side. i'm thinking it might be able to touch down to the $280 level. >>what do you think about apple and earnings? >>if someone said what earnings are going to be the best, i would think google and facebook. facebook is this week. google was last week. google sold off. ibm is a great looking chartthat sold off. yahoo actually did

andrew keene, president of keeneonthemarket.com joins us on this monday. hello! > >hi angie. how are you? > >i'm doing very well. let's start with natural gas. what are you seeing in the options market? > >we'e seen a lot of unusual option activity to the long side and bullish activity in lng. chinere energy--big reversal day on friday. with the s &p down 15 handles lng was higher. i think it takes out the 52 week high and moves higher. we activity in april, may, june,and september so i'm long lng via calls. > >so in case you don't understand options, he's basically saying he's bullish on that stock. he expects it to go higher sometime within the next six months or so right? > >i have some may, some june, and i have some september so yeah. > >wow. let's move on to some tech stocks. i want to ask you about google. google glass is coming out on tuesday. very limited supply. what do you think about this stock? > >it's hard. i can't believe i'm smiling right now with the selloff we saw last week. we see all these high growth stocks getting absolutely massacred. hedge funds are lo

however, andrew keen thinks rising food prices could really hurt them. let's do a stock brawl on yum today. andrew, you think that it's -- in fact, you can't find a single positive fundamental for this company, right? >> i can't find many things. we got downgraded before earnings. technically on a daily chart, it doesn't look strong at all. it looks very, very weak. also, we have rising food pri s prices, you know, all of the corn, all of the cattle is rising, too. what's the catalyst to make the thing go higher? the waffle taco? it looks disgusting. and the double down, with chicken on both sides. you're getting health conscious. china will be a big factor. the stock has sold off two of the last three times on earnings. technically looks weak. i think it's headed lower. >> peter, what do you say to all of that? >> look, this is all about china. it's not about food costs. if the china comp can come in the high single digit, low double digit range, the stock goes higher. you look back to the november comp, they put up a 16% positive in the first days of no