ba ba for me. i'm 80% out of the name. i sold my stock in the high 30s. i'm still 20% obviously. do the arithmetic. dan, quick, quick. 20% still in the name. it's place holder for me. guy and i have talked about this offline. whenever you have a place holder it's always a bad trade. you want to feel like your foot's still in the door but you exited and locked up enough profit. if this thing continues to slide as precipitous as it's been -- >> this is over. the trade is over. >> the alibaba pop is gone. >> the spell has worn off. we love moarissa mayer. >> they're already pricing this thing to be a $2 million market. >> whoa, whoa, whoa. put it in perspective. >> a new ruling that could mean they're slamming the door on chinese ideas. we eek talk about ideas such as renren and dangdang. that's next. we asked people, "if you could get paid to do something you really love, what would you do?" ♪ [ woman ] i'd be a writer. [ man ] i'd be a baker. [ woman ] i wanna be a pie maker. [ man ] i wanna be a pilot. [ woman ] i'd be an architect. what if i told you someone could pay you and what if that person were you? ♪ when you think about it, isn't that what retirement should be, paying ourselves to do what we love? ♪ tdd#: 1-888-648-602121 tjust waiting to be found. ties paying ourselves to do what we love? tdd#: 1-888-648-6021 at schwab, we're here to help tdd#: 1-888-648-6021 bring what inspires you tdd#: 1-888-648-6021 out there... in here. tdd#: 1-888-648-6021 out there, tdd#: 1-888-648-6021 there are stocks on the move. tdd#: 1-888-648-6021 in here, streetsmart edge has tdd#: 1-888-648-6021 chart pattern recognition tdd#: 1-888-648-6021 which shows you which ones are bullish or bearish. tdd#: 1-888-648-6021 now, earn 300 commission-free online trades. tdd#: 1-888-648-6021 call 1-888-648-6021 tdd#: 1-888-648-6021 or go to schwab.com/trading to learn how. tdd#: 1-888-648-6021 our trading specialists can tdd#: 1-888-648-6021 help you set up your platform. tdd#: 1-888-648-6021 because when your tools look the way you want tdd#: 1-888-648-6021 and work the way you think, you can trade at your best. tdd#: 1-888-648-6021 get it all with no trade minimum. tdd#: 1-888-648-6021 and only $8.95 a trade. tdd#: 1-888-648-6021 open an account and earn 300 commission-free online trades. tdd#: 1-888-648-6021 call 1-888-648-6021 to learn more. tdd#: 1-888-648-6021 so you can take charge tdd#: 1-888-648-6021 of your trading. i love chalk and erasers. but change is coming. all my students have the brand new surface. it has the new windows and comes with office, has a real keyboard, so they can do real work. they can use bing smartsearch to find anything in the world... or last night's assignment. and the battery lasts and lasts, so after school they can skype, play games, and my favorite...do homework. change is looking pretty good after all. ♪ change is looking pretty good after all. (voseeker of the sublime.ro. you can separate runway ridiculousness... from fashion that flies off the shelves. and you...rent from national. because only national lets you choose any car in the aisle... and go. and only national is ranked highest in car rental customer satisfaction by j.d. power. (natalie) ooooh, i like your style. (vo) so do we, business pro. so do we. go national. go like a pro. >>> the s.e.c. rule nas chinese units of the big four firm should be suspended for six months. how might this ruling be? joining us is david chau. david, pleasure to speak to you. >> hello, melissa. >> do you think this will delay chinese ipos at all in the u.s. or cause them to go other places like hong kong or london? >> i think there's a possibility that ipos could be delayed but most likely not, largely because of two reasons. one is that these big four add tors in china, they're the same big four as they are in the u.s., just a separate entities. and it also affects multinational as well, gmp, coca-cola as well. so i highly doubt that. i think the whole core process will take-two years. i think china provided information that was the initial cause so it's kind of become a china/u.s. negotiation issue but i do believe there there'll be a compromise worked out. >> i want to speak about the broader industry, you know, that you're in. i'm wondering what are the hottest trends you're tied fieing with now coming from china and how are they different from what's coming out of silicon valley here in the u.s.? >> i think the biggest different is that in china you're talking about the middle class getting a large boost in income. just like the u.s. in the '60s and -- '50s and '60s, people buying cars, people traveling for the first time, people buying their first or second tv at home. and so consumer spending is still driving a lot of their internet plays. if you look at the rise of alibaba or certainly companies like vipshop that is mostly about the ecommerce shopping and travel sites. much of it is bolstered by the consumer spending as opposed to in the u.s. it's a little more about innovative ideas and business models. >> and, david, we were just talking about yahoo!. people want to get a piece of the alibaba ipo. in your view is that a good way of getting in? i mean is that the only way of getting in and would you be willing to own the ipo in order to get alibaba? >> the answer is yes. i think alibaba is the coming of age deal for china. thing for the last five, ten years, the companies an a throgg the u.s. ones. they've been 10% 20rks% of the market captains like baidu or google or cena versus yahoo!. i think for the first time we have 10 cents over $100 million market cap. alibaba is likely so. it's the coming of age where you have a triple-digit billion-dollar company where they're competing on equal grounds, equal market cap, and think that yahoo! is probably only way an average investor outside of the actual alibaba ipo could participate. so i do think that the hypois warranted. >> and we're just about out of time, david. one last question in terms of you mentioned 10 cents. i heard that wechat is trying to gather traction. will we start to see some more of these chinese internet companies compete in the u.s. with some of the u.s. internet companies? >> yes, i do. obviously today, you know, lenovo, the legend holding groups, but, you know, motorola mobility from google, you have many of the chinese internet companies now actually investing in u.s. start-ups and silicon valley setting up corporate venture funds. i think what you're going to see is a whole wave of chinese money coming in to the silicon valley as now china has to innovate as opposed to just creating me-too companies. >> thank you, appreciate it. david chao. thank you. >> i think he misspoke when he said yahoo! was the only way to placement i also own softbaenk which is a layup. they have more exposure to alibaba than yahoo! does and in addition they have stakes in all these other exciting things such as japanese web, et cetera, et cetera. i think that's way to get exposure and yahoo! will get weighted down. >> as we mentioned we've got internet analyst bob peck here in studio this morning the details. that's next. plus ceo dave barger, and bad weather which were seeing all over the place these days could throw some cold water on the stocks. stay tuned. let's say you pay your guy around 2 percent to manage your money. that's not much, you think except it's 2 percent every year. go to e*trade and find out how much our advice and guidance costs. spoiler alert. it's low. it's guidance on your terms not ours. e*trade. less for us, more for you. >>> welcome back to "fast money" where new york is getting ready for the super bowl. let's bring in bob peck who's waiting for a conference call. bob, what are the highlights? >> the takeaway is what we're seeing. they gave us a couple of numbers on the call. one is pricing is up 92%. 92%. impressions were down about 8% or so. they couple that with guidance for 2014 with expenses at 35%, 40%. so the incremental margins approach 100%. the leverage there, the pricing they're getting plus the mix the advertisers are getting is amazing. they put a billion people a month coming to you on mobile is amazing, and over half their revenues now are on mobile. that didn't exist a year ago. that's amazing. >> bob, thanks for the update. we're seeing facebook at a session high. "pops & drops." >> we've done good. ite going to push higher then when all the analysts were getting bullish, we said they were late, when it was 29 bucks. pull the ripcord. lo and behold, they reported yesterday the trade's down there. that's the level to buy. stay long on the stock. >> got a pop for dow chemical up 4%. josh. >> this is a really interesting situation. they've got the activist, daniel lowe, who wants them to sell off the petrochemical unit to a bigger buyback unit, et cetera, et cetera. they announced they were going do it but it was their idea. they've been talking about it for years. i thought that was kind of cool. the stock didn't care. they went up anyway. >> stock for alcoa up 1%. grasso. >> i got in the name. i'm staying in the name. i thought it was over once it slid below $12 but rumblings in the name they're going to be much more competitive in other sectors or spaces. more competitive and staying long. >> t-mobile staying down. >> there's regulators making noise about locking a sprint/the mobile combination. this thing is up about 17% even at these levels. if you don't think it's going to happen it's probably in their pocketbook. >> and we're going to drop zombie bees. there's a buzz about the new hives. the dawn of the dead occurs when the flies inject eggs on the bees and they go into a zomm pea-like state. they won't go after human death. they usually die within hours after being infected. >> i've got go. that's too much for me. my skin's crawling. >> yeah. that's a lot of bees. jetblue, better than expected fourth quarter earnings. but the company said first quarter revenues could be hurt by the weather. earlier this month jetblue canceled some 1,800 flights in the northeast. joining us exclusively is jetblue's ceo dave barger. great to have you in the studio. >> melissa, thanks. always great to be here, thank you. >> we continue to see weird disruptive weather all over the place. you saw shots of atlanta, roads are frozen, people are stuck yochl u see a continuing impact here? >> i really do. i'm thinking zomm bbs. had 1,800 flies cancel at the against of this year. bloodied our nose. 1,800 just during that time. there's an impact in the earnings over the first quarter. we put a number on that earlier today. i mean $30 million, right? pretax. the revenue environment, it's strong. interestingly enough this kind of weather drives people to the caribbean, southern florida, there's an upside to it. >> basically the first half of next year, it's about what's happening in the space right now and it seems to me that the airlines are the healthiest they've potentially ever been. how do you find yourself in that spectrum of things? >> we're soon to enter or 15th year and aulg this bankruptcy and consolidation, it's behind us right now. there could be another wave at some point in the future. right now it's healthy when you look at supply and demand. revenue and environment that's strong. we're taking advantage of that. so as a young company against the network guys and the super discounters, i think we're really positioned well. not just for '14. >> does that mean pricing firm's up for you and bad for the passenger? >> not necessarily, melissa. our brand is not about gouging the traveling public. it's a fair fare. we had our last fare at $169 one way. that's not gouging someone to fly to the caribbean, south coast. other airlines, different pricing model. >> i want to ask you about the impact of the weather in terms of longer term, whether or not you lost any customers. the thing about twitter is your airline has a terrific social media presence. at the same time passengers can also complain to you and they did that a lot during the paste polar vortices. here's some tweets here. blanca tweeted to you guys out of the purgatory has been jetblue was an angel us airways. that was january 7th. another customer, you weren't even responding to my tweets. hello, you never answered my response. i took spirit flight. and never again jetblue. back to amtrak. i'm sure many said great job but are you worried about the longer term impact? >> always worried about it. last year we carried 31 million customers but every individual experience, that's what matters. we had 161,000 customers' flights canceled. a lot of empathy, trying to give them out of pocket or refund them, those who had travel problems. that's above the bill of rights we have in place. >> i want to ask you. super bowl we're all getting ready for it. you're going to show the super bowl on the plane, correct? >> super bowl is on network, that's correct. so it's on the aircraft. >> in terms of that because we have go-go on quite often but you have your own service called fly-fly. do you anticipate you'll be a full-fledged competitor at some point to a go-go? >> oh, my gosh, not just a competitor but this is superior. this is full broad band into the aircraft. ten aircraft, we're installing the full satellite at 15 aircraft per month. the entire fleet will be installed. the entire fleet shortly afterward. when you look at it. literally one seat on our aircraft, mine that's literally -- when you look at what's the pipe that's going to another airlines type of product, i mean it's huge. >> so you'll outfit your entire fleet. how about other airlines. you have other airlines that are customers. what's your goal there. >> live tv, it's a wholly owned subsidia subsidiary. we have united airlines as a customer and other airlines as well. we're open for business to the extent other airlines are looking for it. >> vo you are a competitor. >> oh, no doubt about it. in this space, no doubt about it. >> thank you for stopping by. david barger, ceo of jetblue. >> the couple of times dave appeared in the past we discussed streaming video. this is game-changer. you get that within jetblue, you buy it. i have four kids. if you get up in the air, if you're just checking e-mails, that does nothing for me. i want to stream video. it makes flights more enjoyable. i'm not overstating i. it is embedded within jet blue and with the mna they're likely to gain slots but i'm betting on jetblue. >> guy adami? >> i love the nachlt the space is uniquely positioned right now for the first time maybe in the lifetime of the airline industry. thing within that, jetblue is uniquely there. >> it's ka company that analysts expect to grow at their earnings. correct me if i'm wrong. at least 20%, 25% in the next five years. in the meantime it's 12 mumt. . i don't think that these companies have been doing this this well long enough for the street to have caught up yet which is where there's an opportunity. >> you had been an investor in go-go, foul f you were in it, would you be concerned? >> i'm not afraid of dave. i'm not long on go-go but there could be room for two, given the a. of aircraft there is. i think we could agree with that at least in the short term but i prefer to own jetblue because i don't want a pure play on broadband into the plane when i can own a really great airline. >> we should know coming up on the next hour of "mad money," jim cramer has an exclusive with ceo doug parker. >>> with all eyes on struggling china will the company struggle as well? more facts straight ahead. in a world that's changing faster than ever, we believe outshining the competition tomorrow requires challenging your business inside and out today. at cognizant, we help forward-looking companies run better and run different - to give your customers every reason to keep looking for you. so if you're ready to see opportunities and see them through, we say: let's get to work. because the future belongs to those who challenge the present. can you start tomorrow? yes sir. alright. let's share the news tomorrow. today we failrly busy. tomorrow we're booked solid. we close on the house tomorrow. i want one of these opened up. because tomorow we go live... it's a day full of promise. and often, that day arrives by train. big day today? even bigger one tomorrow. when csx trains move forward, so does the rest of the economy. csx. how tomorrow moves. anbe a name and not a number?tor scottrade. ron: i'm never alone with scottrade. i can always call or stop by my local office. they're nearby and ready to help. so when i have questions, i can talk to someone who knows exactly how i trade. because i don't trade like everybody. i trade like me. that's why i'm with scottrade. announcer: ranked highest in investor satisfaction with self-directed services by j.d. power and associates. >>> welcome back to "fast money." los angeles sands rose 33% on higher revenue in bad las vegas. tradings weren't as strong as the company was expecting. the company generates most of its revenue from macaw where growth is white hot but there's concerns that it's growing. >> thanks a lot. yum yum! brands down. dan nathan's at the smart board. of course, dan, anytime there's a china worry, it falls on yum. >> it does. they got half of their sales from china, a lot of their growth going forward. today was interesting. on a stock that was interesting. stock that was prevalent in the markets there was a buy over some upside calls in february. a buyer bought 10,000 of the fed's calls. 2 1/2 to 1 on a day that the market was getting hit pretty hard. one of the things that's interesting to me, when you think about what that trader was doing, let's look at the chart here. the two-year chart right here just shows you these levels. the stock is down 12% in a straight line this year. it's ground zero for the eem emerging market weakness right here. we're coming up on really long
Live Music Archive
Librivox Free Audio
Metropolitan Museum
Cleveland Museum of Art
Internet Arcade
Console Living Room
Open Library
American Libraries
TV News
Understanding 9/11
