>> cinemark, cnk. because they're going to keep the profits they make selling the popcorn and all of the peripheral stuff at the theaters. i don't want to buy the production companies at this point. >> i still like imax. i think it's good holding here. i don't hold it. always looked at it. ultimately, taken out by private equity. >> i like viacom. stay away from the big media companies, like paramount, those wrapped into it. a lot of strength, can own the content, a much better play longer term. >> the stock swami is back and seeing unusual activity in his crystal ball. he'll reveal where that could show up in your portfolio. >>> first, if you want to invest like the hedge funds, then listen up. we've got the names smart money is buying and shorting that, just ahead. hi honey, did you get the toaster cozy? yep. got all the cozies. [ grandma ] with new fedex one rate, i could fill a box and ship it for one flat rate. so i knit until it was full. you'd be crazy not to. is that nana? [ male announcer ] fe