. >> let's move to broadcom. a chip in the new ipad. $37.95 the price. >> broadcom also a buy. the stock has pulled back a little about 10%. at these levels you can buy broadcom. as the ipad and apple and iphone and everything starts to expand, they're going to continue using broadcom. the stock's a buy and should move considerably higher. >> another com. qualcomm makes a new chip in the phone? >> yes. fairly valued. another great company. we'll continue to go along with apple, however at these prices we think fairly valued trading in the high teens multiple, hold onto qualcomm here. if you get a pullback, you can buy it. >> up 20% so far this year. >> yes. >> nuance is the company behind the voice recognition of siri in only the ipad or also iphone? >> also iphone. and if you hear that, you would think this stock must have taken off recently. it hasn't. it's been up as high as 31. they announced quarterly earnings and stock sold off. it really hasn't moved here. it's been in the $26 range. so something -- i thin

but broadcom that we've talked about seems to have for whatever reason trouble. look at the action in broadcom. the two names that sort of derivatives are qualcomm stay long. broadcom though i love the story can't come above 38.5. >> i'm going back up stream as i often do. >> you little salmon. >> i'll be dead shortly. >> we all will. >> i think as an individual engaging in prudent portfolio at this point makes sop sense. play with house money. something like that. replace some of it out of the money call options. there are increasing calls for the stocks to go higher. it's a great stock. it's a great company. but it's moving extraordinarily quickly. >> we're going to talk more about the technicals coming up later in the show. meantime, time now for the "fast money" portfolio. long-term investing meets the volatility of today's world. our next guest has focused on a few major themes when it comes to returns, inflation, and baby boomers. this is the only sub-adviser to pimco. he runs the all authority funds. good to have you. >> good to be here. thank you ffr the

unlike qualcomm, broadcom has had a hard time breaking out of the low 30s to high 30 range.30 breakout. >> grasso? >> which way am i going here? >> i don't know. do you have a comment on either one of those? >> i feel like i'm always late on broadcom. i would buy apple versus any of the derivatives. it's easier that way. >> mega millions, zack, what have you got? >> gt advanced technologies. they make silicon wafers for either l.e.d. or solar. there are sapphire waivers and this name has been absolutely crushed. obviously the solar market has been terrible. the l.e.d. market is going to be pretty profound. but given those trends, that's my mega millions, let's throw it into the ring and see where it goes. >> do you know where the market cap on it is? >> it's a little under a billion right now. >> okay. >> and if you won mega millions, would you make a suit out of the l.e.d. lights as well? >> you know, the blow one, like t"the hunger games," absolutely >> it's sort of in the spirit of what we're talking about and i just want to bring your attention to that. obviously do your

which means go with broadcom and skyworks.emain true bargains even after everyone tears down a brand-new ipad. stick with cramer. >>> happy st. patrick's kay day to everybody p and i know i'm trying to get an ipad this will weekend. here's the deal. this stock is still cheap because all you had to do is divide by ten. so you got a $60 stock, i think you can go to $70. would that be such a wild move is this i? divide by ten and you'll get more comfortable

because broadcom, there's speculation broadcom is going to provide the combo chip in the fire for thelly take a lot of share. it could be competitive. >> stephanie link who works with me at the street. >> patient woman. >> yes. oh, please! you haven't worked with me that long. you don't even know! you don't know how easy it is to work with me. i resent that. >> very easy. we're only one day away from the all important irish holiday, st. patrick's day. we're fwoing to speak exclusively with the chairman of boston beer company jim koch. get his day on tomorrow's big holiday push. how he hopes to stack up against the guinnesses of the world. >>> let's take a look at stocks to watch about 45 minutes into trading. ak steel forecast first quarter loss. company says it expects to see improvement in the second quarter. they always say they expect to see improvement and it's always a disappointment. maybe it trades up on a short squeeze. pitney bowes. mean who are in there for that very big dividend, please be very careful. that could be the thing that goes. i don't like that deteriorating bal

we like broadcom and avago. both are up 20% year-to-date, and we think they have a lot more room to run. >> you like the broadcom fact in the apple system? >> that's really more important. they have a better track record of growth and an improving profile throughout the year. >> dr. j? >> is there anything about their controller business that excites you even in the least, or is that pretty much something people are dismissing at this point? >> it's really too small to matter. for t.i. it comes down to their analog business, which really serves as the nuts and bolts of the broader company. i'm surprised that business isn't getting better. there's good seasonal tail wintds today. come may those seasonal tail winds go away. unless demand is stronger, we could look at a summer slowdown. >> good to talk to you as always. talk to you again soon. >> okay. >> coming up on the halftime report weeshgs trading your tweets and waiting for the president to make comments in virginia about today's jobs report. more halftime r

. >> a buyer of broadcom? >> i do own it but qualcomm is a core position. we talk about apple a lot. qualcomm is the most dominant technology company. not only in the apple products but the android products pretty much. they're in blackberry. whoever benefits, you don't have to worry about market share. it will be there with new products, still. >> scott, regarding apple, i think the important part about apple right now is atlas supporting the market. just today in the rally, small caps hit a new 2012 low relative to s&p. the reason for that is apple's outperformance. right now, more than carrying the load but the market could be in trouble. >> i think a positive day across the board, right? financials pretty well, too, right? >> right. >> are they in the ecosystem? >> small caps with -- had to take a drink every time we said that. my point is small caps are dramatically underperforming large caps because of apple and the rally is strong and also narrow. >> all right. coming up, will europe throw cold water on mcdonald's rally? we have that trade after the

which means go with broadcom and skyworks.ue bargains even after everyone tears down a brand-new ipad. stick with cramer. >>> next, march market madness. signs that the market wants inflation to boost stocks. and how you could profit from it. >>> plus, larry's mitt romney economic makeover. "the kudlow report" next on cnbc. are energy security and economic growth. north america actually has one of the largest oil reserves in the world. a large part of that is oil sands. this resource has the ability to create hundreds of thousands of jobs. at our kearl project in canada, we'll be able to produce these oil sands with the same emissions as many other oils and that's a huge breakthrough. that's good for our country's energy security and our economy. ♪ when your chain of supply goes from here to shanghai, that's logistics. ♪ ♪ chips from here, boards from there track it all through the air, that's logistics. ♪ ♪ clearing customs like that hurry up no time flat that's logistics. ♪ ♪ all new technology ups brings to me, that's logis

some saying what will happen to the price of broadcom if apple sells off.. >> you have to only assume, i guess, if apple sells off, the companies that have run-up right along with it, seema, may go the other direction. >> i guess. follow the leader. >> yeah. thanks so much. seema mody for us. do you want to tie that up quick? >> i think it's spot-on. i think underneath the market any selloff in apple will be met with a tremendous amount of institutional buying. >> let's get to some of your tweets now. how do you play gasoline? >> straight to refiners. cbi which we often talk about, steve grasso's mentioned, hfc. i think you could also look at valero seems to be performing relatively well in the last few days. >> cisco deal, what about plcm? is cisco deal bad for polycom? >> they have a pretty big wrap on the industry at this point in time. i think somebody else may be interested in getting involved with polycom. >> new ipad powered by coal. how soon before coal move is considered parabolic. grasso. >> i think it's pretty soon. you might want to take some pr

but at the exact same time, qualcomm and broadcom, two other big semi plays are saying positives. qualcom looks like it's going to be designed into the amazon kindle which should be fabulous for them. but both of those companies are levered to apple. one guy is levered to samsung, to amazon and nokia, and the other guys, well, they got better clients. the take-away, who cares about the nasdaq or the philly semiconductor index. we have big winners and big losers in the exact same sector. sector analysis out the window. this morning we saw sienna reported a terrible quarter, but the stock rallied. meanwhile cisco said nothing. it went down. that's not supposed to happen. cisco is better than sienna. boy, talk about the oih. that was risk on. last year these stocks were trading in lockstep with the price of oil. this year they're all over the place. today we had a huge gain in ensco, offshore driller. but halliburton and baker hughes barely budged. why? because while oil is sky-high, gas is a new low. you use ensco to drill in deep water. baker hughes and halliburton drill for natura

which means go with broadcom and skyworks.ue bargains even after everyone tears down a brand-new ipad. stick with cramer. [ artis brown ] america is facing some tough challenges right now. two of the most important are energy security and economic growth. north america actually has one of the largest oil reserves in the world. a large part of that is oil sands. this resource has the ability to create hundreds of thousands of jobs. at our kearl project in canada, we'll be able to produce these oil sands with the same emissions as many other oils and that's a huge breakthrough. that's good for our country's energy security and our economy. hyundai genesis. in a new, faster-acting formula. zero-to-sixty in less time than a porsche panamera s. the 429 horsepower genesis r-spec. from hyundai. >>> first, happy st. patrick's day to everyone. second, look, the obvious way to play apple, let's not lose sight of it, is apple. you will hear and see a tremendous outpouring of support and love for this ipad. i know i am going to try to get

. >>> we had to check out shares of broadcom. shares up nearly 2% today.he reason, the new ipad has a broadcom chip in it. >>> e-bay making a big move to make paypal the way to pay when you're on the go. jon fortt is in san francisco and he has an exclusive with the ceo. jon. >> yeah. first start with john donahoe. it's a system beyond that for engaging merchants and getting them to serve customers and small businesses specifically better. you swipe a card 2.7% transaction fee, 1% cash back if they use their debit card. why does this position you better than competitors like square, intuit. you're not the first mover in this. >> first of all, the product we're releasing is better. it accepts every payment type, it allows merchants to get their money out immediately and it's safer. it's fully encrypted like paypal. secondly, it's one part of the full capabilities. we're allowing a small merchant to sell online, sell on the mobile device and on their offline store. increasingly that's how consumers are buying. so we're the only company that has all three of

a trio of semiconductor makers-- broadcom, texas instruments and qualcomm all rose at least 2%. one tech to watch tomorrow will be software maker adobe systems. shares were under pressure after the closing bell tonight. that pressure came after adobe reported earnings on target with estimates at 57 cents per share. but revenues came in shy of expectations. critics have worried about the company's shift to charging subscription fees away from a more traditional software licensing business model. it first announced that change in november, after taking an initial hit to its share price, the stock has been able to rally. it was up 2% during the regular session today. however, it dropped almost 5% below $33 per share after reporting disappointing revenue. the first quarter is expected to be disappointing for steel makers. several of them already have issued profit warnings thanks to lower demand and finished prices falling faster than raw material prices. we have seen some optimism come back to steel stocks this month, including today. u.s. steel's 6% rally was the best among the s&

exposure to motel, go to broadcom. brcf. oh, man. come on, just getting my mad tweets. hey, listen.e doing that ticker thing down here. right there is where you will see your twicker. "mad money" back after the break. ♪ ( whirring and crackling sounds ) man: assembly lines that fix themselves. the most innovative companies are doing things they never could before, by building on the cisco intelligent network. >>> all next week on "mad money," celebrating the sixth birthday of twitter, doing it in grand style, taking your tweets and answering them on this show for all to see. going back to our twicker to show your tweets. fabled maximum length of twitter entries, 42 characters. send them to @jimcramer #madtweets and we'll do a segment a day, all next week, inspire the by you, cramerica. what's the motivation? simple. we're constantly motivated by the thoughtfulness, kindness, and respect we get on jim cramer on twitter. this is an interactive show where we try to make as much money. well, we certainly try to make as much money as we can for you. which brings me to tonight's no huddle

and i've got to tell you i'm going to reiterate that broadcom

here, we can say, yes, there have been strong long-standing relations with apple suppliers, with broadcom, as stephanie mentioned, and there might be other names as well. >> you mentioned cirrus logic. >> i'm nervous about cirrus. it's growing to 80% by the end of the year. that's very concentrated. i think there could be risk. it's a great technology in audio. but i do think that if they have market share loss, it's going to be a big impact to the bottom line. >> you want to sell cirrus logic? >> yes, i would buy quaulcom and skyward. >> tell us about neo node. >> they've come out with new technology that they had the patent announcement the end of february, with an interface with smart devices. they're not yet as a product supplier to apple but they're certainly a potential to be either in this product or with others. we think it's a name that the market hasn't had a chance to look at. neon. larger cap, as far as the camera supplier, also if we want to look at other names, qualcomm, you've got connectivity built into the new ipad. >> would you buy apple here on this as well? what about

sky works, broadcom. >> exactly the way you play it, weiss. >> yeah. i mean, look.way. i continually short apple puts. i'm essentially long apple. if you don't focus on the $540 a share, don't focus on the $1,000, come to the conclusion that apple is still a compellingly cheap stock selling about 50% of growth rate. to me that's compelling value. >> you can catch more of brian sullivan's exclusive interview with apple co-founder steve wozniak. he'll weigh in on apple's market cap, future of the company, apple tv, so much more today on "street signs" 2:00 p.m. eastern time. don't miss that. let's talk some currencies now. the euro consolidating recent gains trading just above 133 versus the u.s. dollar. how should you play it from here? let's bring in head of rates strategy at bank of america. you're looking at the euro today but you're selling versus sterling, why? >> if you look at what's going on with the euro, it's not doing much of anything. it's start today stall a bit against the dollar. it hasn't broken any kind of support in a meaningful way, as you pointed

. >> we talked about broadcom, it seems to be bumping up towards the 38 level. october 18th i think it made a 52 week high. and oddly enough the february 21st high was the same thing. at least in the short-term rain shower resistance. opposed to qualcomm who blew through the top. qualcomm long above 61. before it can get above 38.5, i think you play it on -- be defensive here. in terms of valuation is very attractive. the stock looks like it sort of topped out in a short-term. >> real quick, a smaller integrated analog and digital processer that gets 50% of their sales from the apple ecosystem. so about two bucks per ipad. it's a much smaller company, much bigger move of the needle. it's traded up into this news. but it's a stock that will ride and fail with apple. >> one thing worth noting. yesterday 200 mark in the downside. intel leading the charts. but texas instruments finished flat but there was a big amount of -- in front of the mid-quarter and this announcement and jonathan used texas instruments as another example inside the ipad 3, whatever you want to

we had guests on earlier talking about qualcomm, broadcom. we don't know if they'll be the suppliers to the new ipad. >> we don't. there's another piece to this, too. about just because you're a supplier in the ipad doesn't mean you have any sustainable advantage. apple is doing very good at squeezing its suppliers, making sure they don't get too much profit. you've got to look beyond that. also, into some of the software makers and service providers who might see a lift, and a better chapter in their overall story from the mobile revolution that apple is trying to push. >> you know, the cash levels are being talked about. we'll talk to john calamos in a moment. he mentioned heavy, heavy cash level on the books at apple. we wonder if at some point we'll see a dividend, jon. >> yeah. and tim cook has all but said there will be some sort of action like that, after a shareholders meeting. he hinted toward it. he said a few days before that at the goldman sachs conference, asking investors to be patient. we don't know whether it will be like a on

broadcom, seagate all up 2%. >> are you going to buy one? >> i don't know. have to see whether it's in the budget. >> market's higher at this hour. dow bouncing back by about 70 points, nasdaq by 24 and the s&p by 8. thanks for joining us. that will do it for "power lunch." >> i'll see you in a few minutes because you're doing "closing bell." i'll see you then. "street signs" begins now. have a great afternoon. >>> and welcome to "street signs." it is literally the apple of so many investors' eyes. it's the biggest company in the world, but is apple's run a bad thing for the overall market? we'll investigate. do you think stocks can rise another 30% this year? well, your wall street guest does. is he crazy? or crazy like a fox? he's here. and george thurgood sang the song. one bourbon, one shot, one beer. how about one bourbon, one tattoo and one beer? we're going to explain what that odd trifecta means for your money. i promise, mandy. >> okay, brian. good afternoon. dow getting back a nice chunk of yesterday's drop. blue chips up 0.5% today and up about 5%

some of the component suppliers are also trading higher, broadcom up by 2%. also trading higher, dell announcing the acquisition of sonic wall that specializes in firewall products. source rs say it's a $1.2 billion deal. lastly, take a look at first solar. we always try to get our head around this name. it went from being the worst performer on the nasdaq 100 yesterday to the best performer today. the risk-on rally and the deal with ngr energy helping the stock outperform. sue? >> seema, as you well know, where to invest your nest egg has always been a big challenge, especially over the past few years. stocks and bonds having the go-to investments. but what about putting your retirement money in foreclosed homes? sound crazy? well, our real estate reporter, diana olick, speaking with one investor who is doing just that. >> reporter: early today, we explained how it's possible to use your retirement funds to invest in the housing market, specifically buying distressed properties at a discount and renting them out. we'd like to introduce you to one investor in

and i've got to tell you i'm going to reiterate that broadcom and qualcomm are the best ways to play apple other than the apple, which is to invest in apple. like i always say, there's always a bull market somewhere. i promise to try to find it for you right here on "mad money." i'm jim cramer, and i'll see you monday. hey, larry, how are you closing out the week? >> all right, jimmy. solid job creation is great. but 13 million still unemployed, that is bad. good evening, everyone. i'm larry kudlow. this is "the kudlow report." sizzle story number one tonight, the unemployment rate stubbornly stays at 8.3%. there were 227,000 new jobs created. that's a solid number. the problem is unemployment too high. you're going to need over 300,000 jobs a month to really cut down. how is that going to happen? and sizzle number two. guess what? i'm going to show you how to take at least half a buck, 50 cents, off the price of gasoline. how? knock down state taxes. knock down regulations. stay tuned for that. and is there a southern surprise for mitt romney? can he take alabama and mississippi on

broadcom gets a huge number of revenue from apple, micron big part of its revenues. and you still have the china play. when they lowered growth forecast, all the big material names came down as well. >> we certainly watch what china's doing these days. who's wagging who, bob? let's get to rick santelli. do you feel anything's changed in the bond pits? or is it just status quo? >> you know, i don't know. i think status quo is up for revision. we had dallas fed president richard fisher was on the wires with some interesting comments. we have a few quotes that we're going to throw up there. as you read these, he's pretty much posing the scenario that anybody looking for more quantitative easing, it's akin to being hooked like a drug addict. using some pretty flowering language talking about accommodation. and keep in mind he used to be the decenting hawk. he's a non-voting member now. and now we have one disdent. the one quote i was so e namerred with because it was so colorful is he thinks the equivalent of misfees sans based on the notion what the government is doing

meantime broadcom is up trying to beef up business to provide chips for internet hd tv and made a small acquisition on that front. and clean energy helping to boost the russell 2000, the best performer of the indices today, clean energy with a 10-year deal to provide a logistics firm with fueling stations for nat gas trucks. back to you guys. >> thanks, bertha. hewlett packard holds its shareholder meeting this afternoon. coming up when we come back, hp is moving ahead with its bold re-organization plan. what's a better play for you right now? would it be hp or dell? >> later, the fight for your wallet. which companies are best positioned as consumers go cashless and maybe even cardless using their phones to pay. this is $100,000. we asked total strangers to watch it for us. thank you so much, i appreciate it, i'll be right back. they didn't take a dime. how much in fees does your bank take to watch your money ? if your bank takes more money than a stranger, you need an ally. ally bank. no nonsense. just people sense. is moving backward. [ engine turns over, tires squeal ] introducing t

because qualcomm and broadcom are hitting it out of the park. >> do you like nokia, probably not. >> in finland as far as i'm concerned. >> one third of texas' sales is from nokia, specifically for the chipsets used in the simbian handsets. we're watching texas instruments and altera which did pretty much the same in the aftermarket session. it's actually higher. >> altera was the most predictable. that is a telco spend problem and when is at&t going to start spending? i think the problem was everyone was on hold. >> what about the demand for 4g? >> i think that's why qualcomm goes higher. ability going to wo in ain't going to work. >> let's send it over to brian. >> we've got the payroll numbers and the greek situation and the china the focus. what is on your radar? >> people are saying why is the stock market up so much -- >> bob, why is the stock market up so much this year? >> thank you, brian. it's simple, there are three pillars upon which things are moving and all three are getting a little bit of support this morning. number one is the u.s. economy, it's slowly improving. we