baidu is investing in its future. that's something we like to see from the red hot momentum stocks that have massive growth opportunities. if anything, i would actually be disappointed if baidu couldn't find anything new to invest in, and we were just focused on turning a profit. the stock may seem expensive trading at 47 times earnings. when you look at the tremendous growth, i bet it turns out to be fairly cheap. and at least unlike most chinese stocks, it actually looks and feels like an american stock with real financials and a real business. stay with cramer. >> coming up, take your vitamins? when a big-time retailer missed its report, the reaction on the street was swift. but, is this just the sum mept your portfolio needs? cramer is offering a second look at why bulking up on this big name could be a healthy move. predicting the future is a pretty difficult thing to do. but, manufacturing in the united states means advanced technology. we learned that technology allows us to be craft oriented. no one's losing t

but first, here is an introduction to the booming business that is baidu. fastest- growing economies and tech indu

like baidu. what makes that any different gekko why can't ali baba be like baidu? >> history as told by the victors. the chinese security and -- there is a long list of failed companies that didn't live up to their promises. companiesd chinese that went to zero because there were big questions about their process. those same structures are here in the weibo filing. excitedody else not too about these tech companies going public in the west -- he worked in china for almost two decades. first of all, what concerns you and about alibaba weibo? >> these companies have invariable interest structures. you have to remember that the structure is the successor to what they did in the telecom sector. in the 1990's, the chinese government basically took the foreign investors out of chinese intercom by taking away their shareholders. , like the vip structure that ali baba is going to use, is probably illegal. you have a situation where the chinese government is submitting the situation -- permitting the situation to continue but can change its mind anytime. >> you have a long

too much success like baidu. what makes that any different, why can't ali baba feel like baidu? >> they may very well be. history is told by the victors but the chinese security and there is a long list of failed companies that did not live up to their promises where there were questions. u.s. listed chinese companies that went to zero or near zero because they were questions about their accounting process and the same structures are extant here and likely in the -- ali baba filing. our guests are joining us now. first of all what concerns you most about ali baba? >> to look at the risk, these companies have what is known as a variable interest entity structure which was just described. we have to remember that the structure is the successor to the foreigners did in telecom sector which was also off limits to foreign investors. in the 19 90's, the chinese government took the foreign investors out of chinese unicom by taking away their shareholders because that etructure, like the vi structure that ali baba will use is illegal. you have a situation where the chinese government is

to better compete with a baidu.of this lucrative video online space estimated at $3 billion this year and perhaps captain america will come to the rescue for youku. >> anyway, thank you very much. now, let's take a look. the next few days. the japanese consumers. they had to tighten their belts because we have the sales tax hike kicking and all tuesday. debtof trying to cut the burden which is the largest in the world. china's crackdown on lavished banding. the luxury retailer is given is reporting on wednesday and analyst are sent little change. hawaii betweenin the u.s. and -- it is winding up. it will be the pan asian response to the missing malaysian airline. territorial disputes in china in the region. hagele secretary chuck may visit you as bases and discuss -- u.s. basis and discuss moving the base. that is before he goes on to mongolia. friday is seen as the latest job data from the u.s. and the unemployment rate is expect to drop to the lows and a five years. what else you can look forward to. yang yang sen

stay near baidu, too. >> what does that mean? growth of mobile in the video space in this country, this is playing out in the chinese space, as well. there's no question, yokoo is going to continue to be a player. can baidu continue to play and overtake them. there's room for two to explore. >> you're watching it but not buying it. >> you don't buy it today, the way the stock has moved. >> i know. i want to be clear. >> stay near the trade. >> near the trade, to me, doesn't mean that much. i don't know. i'm a layperson. i don't trade. near the trade is. >> thank you. >> anyway. resume. b.k. -- >> tim. >> is it better to take losses or buy now? >> i want to stay near this trade, too. generally speaking, your first loss is your best loss. assuming you've had this for a while. i'm going to approach it from that area. here, i actually would buy some more of this vale, for a pop. once you get a pop, you have to sell it. you have to take your profits. even if it's a loss. if it's less of a loss than you would have had, i think you buy

baidu radical islam is the organization isn't it. some of the queen and all the reasons why it is that unlike some of the blog on this mobile the studio recording all the reasons but all ethiopian government motors reasons that some people in the middle because again it's the will to be building a mobile because of them the freedom fighters of this kind of things to them because in the name of religion. they know the reasons why don't just move on. and nobody's doing something against its the government just watching when he's in the sala on the rebound in housing will get to fly on and on the checkpoint and often caught up in six children's t bonds with holland at the scene and tissues. this comes just days after the us open. i've been on the facts that it is in the muslim brotherhood which has led terrorists organization stm egypt has seen a rise in such attacks since islamist president muhammad was he was ousted last . you take the anti government riots that have adopted wasn't the cause and client. we see stan getz and what they

the father of one year period simon says and government of turning a blind eye to the situation baidu radical islamists organizations are there somewhere green and all the reasons why to determine like my somewhat of a young says mobile studio. between all the reasons but all ethiopian government motors reasons that some people there that will fall because again it's the will to be building a mobile because of them this feels like there's this kind of things to them because in the name of religion. they know the reasons why young says mobile and nobody's doing something against its the government just watching what is it leaves of the song and the incumbent will be a fly on an army checkpoint in all think i was feeling sick soldiers. at the same the days off to another soldier was killed in attack london on the bus. she has named it the most involve the two which was declared a organization must be an agent has seen a rise in such attacks and resigned as president mohamed mossy was upset not seen. government might use of non compliance and set cars on fire. he sees tag and said what h

not that tom and the baidu market completed. reported that the company built on what the government spending. but now due to anti corruption campaign built almost entirely disappeared. about my company can no longer just a line to open government official. they don't have to cater to them after that i'm a dork or two slot. but apparently not like to believe that the market for government official. and the vice president to melt i continue to be called chinese media call it the chinese government and outside dr keenan devoutly drink tackle the peak of course not. apart from hiding and restaurant inside joke the central government anti corruption campaign had heavily affected china's live performers. a people's daily reported yesterday that i did over one hundred thousand live performance company. over half the businesses the theme but local government in dili local government can still be offering a large field calif the big city for my performance to show off their economic strength. dr catherine joined the soil to grow. remembe

what a couple of companies like baidu that have, to the u.s.arkets and this is something that investors are pretty comfortable. >> paul sweeney of bloomberg industries and crid yu, thank you. we will be looking at both of these companies. what makes a great leader in tech? we will look at the do's and don'ts. >> a lot to learn. ♪ >> i am emily chang. when marty beard replaced the ceo, he had big shoes to fill. one of the challenges was a finding a way to take customer service to the cloud. along the way, he learned a lot about how to be a leader in tech. cory is in the newsroom. >> part of the transition, and he pushed to integrate social media platforms, like facebook, twitter. as a result, they are seeing interesting growth. marty joins me. >> live-ops is a cloud application for our customer service. we are solving the customer service problem and helping people coming through twitter or facebook or any channel looking for help from companies. >> you took over as leader from our friend who was told about super managing in tech companies. is h

at around 1, 900 feet there is where the low clouds sit where temperatures in the north baidu to thend the lower dew points, must cooler. santa rosa, you dropped down to 48. 48 by the delta. and for our friends in the bay, 46, and clouds visiting livermore at 48. here's a look at the partly cloudy sky in san jose. a few patches of fog this morning. we'll continue to see that be scoured out and warmer weekend is on tap for communities around the bay and i lachbld still cool at the coast and rain coming our way late tuesday into wednesday. sprinkles for some. light rain for others. the setup remains the same for three days as the weak high pressure sits off the coast. lit bring the cooling sea breeze and slowly build into the eastern pacific and that allowed for just a couple of degrees of warming. dry pattern for monday. then we're going see a little system head our way on tuesday night. that will bring the cloudier day and then the chance of showers tuesday. but most of us won't see anything. it's going to have to be wednesday we we see more widespread rain, never from a tenth to two

i'm playing in baidu. this is where the opportunity and the growth is.ven't traded the way the other stocks have. >> would you sell yahoo! ahead of the ipo? >> i probably would. i absolutely would. i don't think you can wait until after the ipo. you have to sell your pumpkin futures before halloween. >>> big movers of the day. a pop for caesar's. >> it feels like it wants to take out the 27 level. i think it can stay long the stock. buy it here. and you buy it again on a close above 27. the chart looks good right now. >> big pop for yandek. this is getting the russia pop. it's good for their roaming business. watch this stock. it's going higher. i'll getting out of some. >> drop for dsw. >> it has to hold that 38 level for three days. i wouldn't be a buyer yet. >> a pop for toll brothers, up 1%. >> not that exciting here, actually. we had the numbers which helped the stock out. but it's kind of just a real choppy type of name here. i don't like it at all. >> all right. we want to get a quick earnings alert. check in with dom chu, watching solar city. >>

there's somebody putting the finger on the scales, making it tilt in their favor, whether it's baidur ali baba. i might be wrong. but my presumption is there's friends in high places that keeps these succeeding. >> today, ali baba bought into tango. and it valued the user $6 to $8, a user. i think it was $42 a user. what's the fair value for a user? i'm asking because i'm long blackberry. >> i guess it's less in china than the u.s. it comes down when you have 1 billion people-plus to play with. but they're playing the game the way it's meant to be played. i don't blame them for doing it. in a sense, everybody else is buying numbers. and the numbers are not revenue numbers. they're customer numbers. and they're doing it the way the market wants them to play it. >> the last question. this would imply that the run-up yahoo! has seen based on this potential $150 billion valuation, is also a little bit too much? >> don't get me wrong. the value might only be $50 billion. but the pricing for this company is going to be driven by the buzzwords. in a sense, the investors are not going to be

>> i would say a baidu call. their earnings were solid. and i was long them march the 200 call. sold it for flat. now that it broke back up, and it's at 185, yeah. let's say it broke out to 190, that was a double top. i would go into april, maybe 210 calls. >> watch that trade. max, thanks for coming by. appreciate it. good luck to you. teen trader for today. >>> pops and drops. big moves of the day. maritime up 6%. >> i think it was the reporter talking about the space. and that is correct. the space is better. navios maritime. >> pop, for sina. >> chinese internet store. it's being at least estimated 9 billion ipo in the u.s. stay in these names. >> drop for lorillard. down 2%. >> down 2%. up a lot on the week. a lot of chatter that reynolds was going to take them out. this isç one you may want to py with options if you think there's more upside or a deal to happen because the stock's at a. >> pop for joy global. up 2%. >> yeah. they missed. but they reaffirmed guidance. and people were worried about what that guide might be. would have knocked 10% off the stock. it goes to w

there's baidu. priceline getting a bounce back of two-thirds of 1%.l looking at its worst week since october 2012. >> netflix has lost about a fifth of its value over the past -- i think it's down 16 of the last 18 sessions. so it's really, really taken it on the chin. >> ipos a huge part of the story this week as well. cbs outdoor ipo today but with so much cbs outdoor ipo today. the amazons facebooks and netflixs it is old. morgan brennan is there with more. hey there. >> reporter: hi guys. we're on sunset strip. behind me you can see some of the biggest billboards in the world. advertisers spend about 5% of their ad budgets outside like this. even those ads you see at the airport. and today, cbs spinning out it's outside advertising business. until now, this was under the cbs umbrella. the broadcaster is spinning this out because it's doubling down on content and this is a noncore asset. this is what cbsceo had to say about this earlier today. >> when you look at it, it was a positive for the outdoor group plus a positive for cbs because it gives u

i think baidu you get the halo effect from alibaba. >> nothing says spring like steel. remember?e was -- >> perfect sense. >> he was guffawing over there. >> i know what guffaw means. what's string like steel? >> look at what u.s. steel has done. up again at a bad tape. >>> after the break, the nasdaq seeing its largest percentage drop since the begin of february. look out for a 12% move lower. the scary details in the charts. >>> divergent's opening weekend in the books. but was it enough to turn the tale for lionsgate? mine was earned in korea in 1953. afghanistan, in 2009. orbiting the moon in 1971. [ male announcer ] once it's earned, usaa auto insurance is often handed down from generation to generation. because it offers a superior level of protection. and because usaa's commitment to serve current and former military members and their families is without equal. begin your legacy. get an auto insurance quote. usaa. we know what it means to serve. so our business can be on at&t's network for $175 a month? yup. all 5 of you for $175. our clients need a lot of attention. there

alibaba and baidu are taking on banks in the most populous country.line financing. they have drawn $80 billion in deposits. they're asking for more regulation on their online competitors. company box is filing for an ipo. they have yet to turn a profit. their revenue costs have outweighed revenue last year. more west coast ipos. is preparing for its market debut tomorrow. at $7.6l be valued billion. that is three times its projected sales. it actually makes money. taking on tv broadcasters and challenging them in the retransmission market. the final battle will take place in the supreme court. coast correspondent jon erlichman got an interview with the ceo. i think what is fascinating about this story is it can have a huge impact on the future of this business. there are billions of dollars of fees paid by the cable companies to the broadcasters. if this decision plays in favor , theservice like dario fees they are not paying become justified. the ceo does not come across as someone who is fearful or. here's an example. clear, if you were not successf

alibaba this week bought a 60% stake of china nation media group because it is competing baidu.10 andtractive about the u.s. over hong kong? >> all the asian companies are starting to move west, not only their institutional shareholder base but even consumer products. i was on the board of a company based on the west coast that was acquired by ten cent, and they think this is the beginning of a very profitable and high market cap rarity these are companies with over $100 billion of market cap coming west and really becoming global players. >> are invested in the u.s. more willing to or interested in with acompanies compelling emerging tech story a pass versus asia where they want to see hard physical assets, physical holdings to back all the valuation up? >> it cuts two ways. they are more than willing to give a past that's some of the numbers of alibaba and ten cent, hundreds of millions of people in a day but things like virtual credit card that came out showing the regulatory issues in china not being the same as here it gives people pause. >> sort of a combination of what is happe

as people want to get exposure, why not go into china internet stocks, social media stocks like a baidue's no reason to own a company that's underperformed. >> do you like twitter whether or not the ceo has success convincing the chinese to turn it back on over there? >> we do like twitter and i like the chinese internet stocks as well. i like twitter because of what we think the future holds and the ceo is talking to china about opportunities there, but the stock did sell off quite a bit after the quarterly earnings announcement and has been in this trading change, $50 to $55. as we look forward, the opportunity for twitter right now there is about -- a significant monetization of their users in the u.s. $2.89 per user, only 34 cents overseas. we think there's incredible opportunity to increase that revenue for users overseas while continuing to increase revenue even though -- >> by monetizing it or adding more users overseas? which is the argument? they will make more money off the existing base or increase the base dramatically? >> the existing base is increasing more slowly but we t