bob peck lays out the next companies in line to buy the company. that is next. you're watching "fast money" on cnbc, first in business worldwide. checking out the listing on zillow i sent you? yeah, i like it. this place has a great backyard. i can't believe we're finally doing this. all of this... stacey, benjamin... this is daniel. you're not just looking for a house. you're looking for a place for your life to happen. zillow. ♪ light piano today i saw a giant. it had no arms, but it welcomed me. (crow cawing) it had no heart, but it was alive. (train wheels on tracks) it had no mouth, but it spoke to me. it said, "rocky mountaineer: all aboard amazing". >>> welcome back to "fast money." star board sending a letter to ceo marissa mayer calling for management and business strategy changing. there is a settlement for a yahoo takeover. bob peck has a buy rating and a $45 price target on yahoo. now they are really under fire. they have a lot of the miner shareholders acting up and star board continuing to breathe down their throats. what do you think happened? >>

our thanks to bob peck, the bob peck of sun trust.et's go around the horn here for the final trade. tim? >> talked about boeing, 2.5 billion, guidance was weak but the order book 432 billion, million before, boeing don't have to buy tomorrow. a good level. >> pete? >> like the farmer names, going right back to merck, we saw activity, activity for weeks and i think this name goes higher. >> karen. >> bank of america, i think it's as ridiculous levels here. i like it. >> guy? >> love pete's georgetown tie. a lot of people don't realize, want to get a close-up on that. hoyas, that's a nice tie right there. >> texas instruments. >> oh, my gosh. >> talked about it last night and said don't fade the move lower. got to buy that stock. look at the quarter. goes higher from here. texan, gets you on. >> that will do it. >> i'm melissa lee. thanks for watching. see you back here tomorrow at >>> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. i promise to help

bob peck listening to netflix which is jumping around after hours. let's trade it. pete. >> bob mentioned china and tim talked about this as well, but india, saudi arabia, pakistan. that was something brought up today by rich green field before earnings and talking about international growth and where could they grow at an accelerated pace because of english speaking. and other areas they have to roll that out. and bob talks about rolling this out for years. when you look at the numbers, what they are potentially are, it is understandable why they continue to trade at the high valuation. >> it seems like the easy money has been made. now you have the competition getting in and then getting into china will take several years. and for me, if you own the stock for a long period of time, one, why wouldn't you take profit and it seems risky to take a new position at these levels. >> i would go back to what he said about formidable content from time warner and others. they have a $55 billion market cap and outperformed this year and there was rumors about splitting out hbo

joining us by phone is bob peck. gentlemen, good morning to you. bob, we've heard from alibaba that the consumer is resilient in the face of the market. it will hurt them. how does this play out? >> we spent the fall going through china and india. we met with alibaba and jd. we were impressed with overall trends. the shift to consumption which the consumer is driving. it's growing about 30%. in fact, the chinese portion that's growing fast around 35% or so. we do like the point you're making here about t-mal which is growing fast around 55%. that's the international brands that want to get access to the consumer. >> the broad base of this sell off has meant that names like facebook, twitter, that don't even have operations in china are selling off too. is this just an exhale for the momentum names that are letting off the most air. >> i think except for twitter, the winners of last year. if you look at ebay, the ones that did get a lot of sponsorship last year. you had a predictable january profit taking move. it's been exacerbated by the concerns t

joining us is bob peck with a buy rating on yahoo and $45 price target. is your buy rating predicated on exactly this, shutting the internet business now? >> we think a couple of things. one, the sale of the core is the most likely, most prudent, most logical. you've already seen interested strategic partners say they'd like to take a look at it, verizon has come out a couple times and say they'd like to look at it, marrying that asset would be a lot of synergy. we think not only do you have financial players wanting to look at the asset but also ample strategic as well. >> mike, just wondering based on what you know from the company and just kind of discussions we have had in the past, you know, is this something that yahoo itself that marissa mayer that his board is likely to do? >> my impression they are not in a hurry to do it but the shareholder base, it was always a sum of the parts asset play in the last couple years, you don't have a shareholder base that says let's see if they can fix that vis business, they say break it up, give me the value soo

we have live coverage through the hour with julia boorstin and from sun trust, bob peck, who is managingnfamous

>> i love my guy bob peck tlachlt is one reason that i went with this pick. been so right on so many different areas whether it's yahoo or twitter. he has been the man. he was actually on very recently just talking about twitter and what some of the catalysts are. i believe that he's right there. i think you got to believe in jack. jack dorsey is back. i think there is a plan in place. we probably won't really see some of the fruits of whatever they've been working on, the moments, the google deal, especially. also, they address something that i said they've had to address for a very, very long period of time. the 500 million folks who logged off, they're going for them. you add that to the 300 million active viewers, scott, you're talking about 800 million. you start to approach a billion, that's great for advertising. >> look, like i said, in a competition like this, risk/reward is favorable. twitter under $20 doesn't take much movement to pay off in a portfolio game like. this. >> i think i'm in around $22 or something like. that i'm getting hurt a little b

fossil, fitbit, the sun king has done a good job again, bob peck. >> gopro trying to find a floor here. up 8%. back above 20. >> jpmorgan with some positives. all the oversold stocks yesterday whether it's sunedison, chesapeake, console energy, these were january effect stocks. a lot of tax law selling and then the bounce. every dog can have its day or multiple days if selling was really bad. >> other research out today, citi raises jcp to neutral saying it's fairly priced after being cut by a third in recent days. they cut jwn to neutral. >> jwn is painful, that downgrade. the stock was at 74 a few months ago. now 50, off the list. hello, is that value added or tfn? >> thanks for nothing. >> exactly. >> is. >> jcpenney is a call, weather is cooperating with we trail. nothing like this cold weather to clear out inventory. i deal with a mail order shop that gives me numbers. it's amazing, yes, indeed, down clothing, warm clothing, it wakes up the consumer. it's true. >> under armour helped, too. >> let's get to ford. auto sales continue to come out. back to phil lebeau in vegas. >> carl

here to break down all of this is bob peck the internet equity analyst at suntrust.ing to you. >> thanks for having me. >> how does this stock actually break out if it does at all. >> the key things they need to initiate is this incentives. we upgraded to mid-20s. we were negative on some user trends. their google deal, got tweets showing up in google which will drive more traffic. two, their moments product which has been rolled out in the u.s. or brazil. >> i have not seen any advertising. >> they started to do some beta testing. >> what does that look like >> it's a promoted periscope. interesting. so you have that. you have periscope as well. you have vine as well. this should drive more traffic. now in addition to that you also have increased monetization. they are doing retargeting. you're expanding off of what is a 300 million user base. so for a total base of 800 million. as that starts to green turn around. going towards more of a platform user system. >> how much of that is outside of the eco system and does it matter? >> it matters only with respect as far

bob king young peck comes out. he says they've given him the heisman. it would -- i don't know. are troubled companies in a way that we haven't seen in some time. >> yeah. >> publicly traded troubled companies. grubhub was too now. grubhub comes in and they do a buyback. i question how much that's going to be good. there's a lot of questions by the way. how much is uber making? >> they're losing, they're losing big. >> they're losing. but they're making it up in volume. >> always, always. it's interesting how much money they have raised. we forget. in china, they're in a difficult position competing against the incumbent who's the uber of china. so they're sort of like the lift of china. >> the only unicorns i want to see be public is airbnb because they've been doing well. the house of pain. >> yes, they have. did want to take a look at shares of johnson controls, of course, on the back of this deal to acquire tyco. essentially a merger, almost a merger of equals but not quite. they'll be a combined company at least for the first 18 months after the deal is completed. it is an