brian kelly is all over that report. brian, are they talking about via?hat are they talking about? >> they're talking about same-store sales, cost-cutting, and they're talking about seattle's best coffee at burger king. let's not forget that. what they've done with this company is cut costs, stopped growing the stores as fast, and focused on the profitable ones, and that's what's happening here. look at the stock in the after-hours trading 25.75, something like that. if this thing gets through 26 you're going to have a lot of breakout signals technically. >> did they say anything about new peak margins for fiscal year 10? i know a lot of analysts were looking for 12% or more. >> i haven't heard anything on that yet but i will listen very carefully for you, melissa. >> that's a nice guy, that brian. >> all about service, that b.k. >> what they're also doing is selling internationally and they're also in every grocery store that you walk in now, they're increasing that exposure. >> and they got dividend, and they got the cash -- the share buyback they annou

let's go to brian kelly. brian, you've got some interesting plays because of course we can look at the lennars, the hovnanians, et cetera, but let's go under the radar. >> under the radar name i mentioned on the halftime report, you're talking armstrong worldwide. it's a flooring company. they do both residential and commercial. they've got a great earnings yield. and when you look at home depot and lowe's, they've both been saying flooring has sold very well. shaw group, masco, those guys have all done very well. that's why i like being in in th stock. i think there's a lot more room to run. >> steve, you were talking about strandboard. >> oriented strandboard. osb. go ahead. >> you took me way too serious on that one. look at the companies that are in the building cycle. so you have the home depots, the lowe's. but look at the down cycle, lpx, usg, oc, and wy. >> yep. >> all of them benefited from basically a supply chain erosion. not disruption, erosion. the guys during the down cycle that were chopping dow

let's go to brian kelly back at the prop desk. brian, you've got an interesting trade off ibm. >> absolutely. looking at these ibm earnings yes, they're disappointing but there are two things in here that struck me. it was consulting services up 18% and software services up 11%. as well added on to that you had these big contract signings that were down a little bit. my trade off of this is rack space, rax. what they do is essentially consulting and software, computer services for the mid to small company. you can get cloud computing, managed hosting. i think this is really the growth area here as things switch from the pc to the cloud. >> b.k., just dying to say rackspace although they did get an upgrade last week and it's a name you've liked for a while. i'll give you a thumbs up there. >> he likes rax. b.k., we'll see you later. while the equity market jumps at every goldman-related headline a more interesting reaction is happening in the derivatives pits. breaking if down for us is larry mcdonald, he's the author of "a colossal

brian kelly, what do you say on microsoft? >> well, you know, what i say is i wouldn't buy it with eugene's money or government money or anybody's money. i just think that the problem you're seeing with microsoft is that software is now free. now, i know there is the windows 7 upgrade but when you talk about oracle who just bought sun and they have the open office system and you talk about google docs. less of a reason to buy microsoft products. i would rather be in the other names than microsoft. >> okay, we are going to take a break here on the halftime report. but do not go anywhere. back in a minute. >>> the drama next week will it derail the rally from earning season fears to the greek saga and the goldman testimony. how to trade the obstacles that lie ahead. tune in tonight so you can master the market on monday. fast money at 5:00 p.m. eastern only on cnbc. >>> welcome back to the fast money halftime report. brian you have a name because of the durable goods number. >> in the durable good's report the cap x spending was

brian kelly, you're at the prop desk. you're actually shorting mco, weren't you? >> yeah, absolutely. i don't think this is -- this is the first case. it's not the best case. i think there's more to this. and gary even actually alluded to it, that there is going to be more out there. it doesn't just start with one. i also think what's interesting, and there's going to be a bunch of lawyers over in europe this weekend that are salivating over those goldman sachs swaps deals. so i think you've got this situation here where particularly moody's, the reason why i shorted moody's, where were they on this? what role did they have to play in this? they're next. >> so if you're willing to short moody's, brian, are you willing to connect the dots and initiate some sort of a long position or be bullish on the likes of an aig or mbia, which may have less liability if moody's, for instance, were at fault or played some sort of role or -- >> if they hadn't moved up so much, yes. the problem is i missed that aig trade. i'd have to wait for it to sell off. but yes, i absolutely

brian kelly's notre dame team playing its spring game saturday, expected starting quarterback dane crist with a touchdown and two picks. the other q.b. in the game has a familiar name -- moobt leading the gold team who wore white over the blue squad, nate, the son of joe montana, was sharp. >> still to come, the nba is a star league. two of the biggest went head to head. kevin durant and the thunder beat kobe and the lakers, but destroyed them. [ male announcer ] whose idea was this? it says that when you buy a grand caravan, dodge will give you 60 days to decide if you want to keep it. that's ridiculous. look at it. it's got seating for up to seven, a smooth v6 engine and a five star government crash test rating. why would you need 60 days, really, who is that indecisive? the dodge "you won't need 60 days to decide but we'll give it to you anyway" event. that's what's gonna happen here. ♪ because you're tasty with toasty whole grain. [ crunch ] wheat thins. toasted. whole grain. crunch. the crunch is calling. >> mariners taking on the white sox. andruw jones wearing the band-aid he wore

kelly swoope. it happened on interstate 95. there is a unique video of the traffic stop that has led to a charge of illegally recording police. abc2 news brian kuebler reports. >> reporter: looking at i-95 from the helmet camera. he is admittedly speed, even show boating as he pops a wheel off the pavement. but it is what happens at a light off exit 80 in harford county where he starts to take issue. >> get off the motorcycle. get off the motorcycle. state police. >> reporter: look again. the trooper is in an unmarked car. plain clothes, with a badge not easily visible. he pulls his weapon and approaching graber for 5 seconds before finally identifying himself as state police. >> were you freaking out? >> a little bit. kind of afraid somebody was going to shoot me or steal my motorcycle from me. >> reporter: rattled but as part time military he was not too shaken. he accepted the speeding ticket he said he deserved and did nothing more than just

kelly. >> good morning to you. and i guess happy easter to you, brian. are children like me, you would love to be here because we're anticipating 30,000 children to descend upon the south lawn from the states. i got the easter bunny over my shoulder right here. all from the states and d.c. the theme is get ready, get set and go and it's because michelle obama because of the let's move initiative. they have to fight against childhood obesity. they'll have actress reese wither spoon as well as mariska hartigay and the glee club will be here. glee, of course, and i've got my smurfs here. this is smurfette right here and i've got clumsy right here and they'd like to get you to move. so brian and steve, and gretchen, we'd like you to move with us right now. let's move. la, la la la la la la. ♪ la la la la la la la la la la la ♪ >> that's it right here from south lawn, guys. keep singing with me. ♪ la la la la >> kelly, it would be better if you just sing. you have the professional voice. >> yeah. >> very nice. >> see you guys. >> it was a good dance. >> big d