biogen idec, gilead. how can you leave those out? by the way, just an fyi. we have definitely reached the don't do it at home stage. now, no -- here, here's what happened today. i mean, wait a second. i don't like this unnatural ingredient in the drink. anyway. what happened today? okay. for some the punch had been getting stale. tiresome. day after day tossing in the same ingredients, same foods, same drugs. today we got a new taste added to the mix. yeah, the health care cost containment stocks, also known as hmos. oh, boy, medicare issued rules recently that amounted to what was a stamp tax. not unlike the whiskey tax that the brits put on the colonies to finance the french and indian war. last night, the u.s. government repealed this whiskey tax and

gilead science is one of them. >> how long since they had a check back, some doubt or giveback wheretouched back to the 100-day moving average. in the case of gilead, something not only at all-time highs, but hasn't been doubted in about six months. once you go into the third quarter without anybody questioning it, you're getting into an issue. that is what's going on here in gilead. >> guy, i've been a fan of this one. >> a long time. >> are you worried? >> you have to be. a, with a market cap of north of $70 billion, it's not like somebody is buying these guys. the valuation now 17, 17.50 times forward, might get rich. any hiccup, the stock will get whammed. great story, hepatitis-c, hiv, they dominate the space but the stock is getting into nose bleed territory. >> there is nothing wrong with defensive selling to harvest gains. >> let's talk j&j. >> in the section it is equally steep. here, big news today and the stock barely moved. at some point -- >> the markets were down and it did an all-time high. >> with news like that, you're the new kid on the block with the best new diabe

>>> here on "mad money," we spent the last two weeks focusing on sexy biotech stocks like gilead up againoday. the ones that could represent the future of the drug business. i don't want this emphasis on biotech off the big pharma companies that dominate the industry in the present. my charitable trust always owns one or two. these are terrific. it is true the big pharma names are no longer turbo charged growth stocks like in the 1990s. but you know what, not every stock needs to have a turbo charged growth angle to it, and you certainly shouldn't have a portfolio made up of only growth names, celgene and gilead. that's not going to work either. there is a place for slow and steady wins the race companies with big dividends.. especially in an environment like this one where people are worried about the global economy, you can count on it here in the united states staying low for a real long time. when interest rates are likely to stay this low, investors from all over the globe flee low-yielding bonds and certificates of deposit and they flock to united states' higher yielding dividend st

>> we like health care, domesticicly, j&j, gilead, am n amgen. we like the emerging markets on an international basis. we think they're cheap and they're going to grow. >> all right. that's a good one. neil hennessey, you're up. what do you like? >> i think if you're going to go outside a u.s. market, it's definitely japan. japan has been changing since september of 2009 and it keeps getting better and better. the story gets better and better. and you've got to be in japan if you want to make money in asia or in the emerging markets. >> and you want to do that through just the exporters straightaway or an etf or what? >> we do through hennessey japan funds. >> of course. you hedge out the end in that hennessey fund? >> no, we don't. at some point in time, the time we get done, you figure out trying to hedge the yen in a dollar-denominated fund, you're just going to whipsaw yourself around. once the yen slows down or stabilizes, that's when you catch up. and if you think about it, you just go back to when the yen was at 76 to the dollar, it was th

now, last week i highlighted the larger biotechs, celgene, gilead, biogen, and regeneron.little controversial but i've got to tell you it's moving on up. i'm far from finished, though, exploring this theme. this week we're going to take a closer look at some relatively smaller drug stocks that, yes, are far more speculative but have some promising new drug pipelines and bright futures. for starters we have to talk about one of my favorite areas in all of pharma, the orphan drug space. if you're a biotech company you want to be developing orphan drugs, no doubt about it. for those who don't remember, what's an orphan? an orphan drug is one that treats an incredibly rare disease, not that many people have. how rare? in the united states it's a disease that afflicts less than 200,000 people, and in europe one that occurs in no more than .05% of the population. why such a smaller customer base? one reason is the fda tends to go much easier on orphan drugs because they know there aren't any other alternatives for people with these rare diseases. second, once orphan drugs get ap

. >> pop for gilead sciences is up. >> they're like the sickest stock. 29 in the pipeline. >> in a gooday. >> in a very, very good way. >> i mean, i don't know. >> two potential approvals coming, too. it could be another whole level in upgrades earnings revisions higher even if only one of them goes through. this stock, there's no telling. >> when you refer to it as a sick stock in a positive way, that's a sick stock, dude. >> i'm not really from iowa. >> apparently. apparently. >> all right. those are the biggest stock wins of the week. let's get to some of the best moments of the week from fast. >> gangnam style. >> no time for sigh. let me make it clear, zero time for sigh. >> i shorted rainbows today. >> i went long un corn. long un corn. >> look at that. that's -- ooohhhh. we tallied the twitter votes and you all out there picked bank of america. this is a very nice trophy. "fast money" madness. very attractive. plastic. >> $2.99 at trophies are us? >> coming up next, class is in session. trader tim seymour gives us his thoughts on how to build the best portfolio and your best trad

bank of america says we like biogen and we like gilead. here's the problem, david, when you talk about stocks that run big, is this where you come? ? i am looking for signs that this the kind of overreach, and i like this group, that will determine whether this market's going too far too fast? >> they're cheap on the out years and i went over with nicole erkin, my research director for "mad money" and we said are you kidding me? are you kidding me? today. i haven't looked at these stocks in a while. a 32% increase in the value of this company. a third of its value in three months and the same for biogen. by the way, these are large companies to begin with. and biogen has a great m.s. drug and this was something that was not seen by investors previously or is it banking that much on the future? is it underlying earnings growth or multiple expansion? >> pipeline, and yes, it was mentioned almost right up top. now let's step back and not be so cautious. if these stocks do well today it tells you, game on for these companies that have no econo

and gilead and biogen, how that they are up 38, 41, and 48% respectively.hey have the characteristics of classic growth and not productive in the outcareers in the balance sheets to fund them. still, they hate to take them away. so they will follow others blindly off the cliff. how about at&t? holy cow. no real revenue. possible tapering off the company's mondaster buyback. verizon and a real nasty lock of wire line growth as the culprit, of course, hmm, leads me to the question, did the small businesses of verizon's territory have a robust time with things? it's one, not two, one from citigroup and the others from morgan stanley downgraded the stock. think about it, when verizon presented that bang-up number, the weakness is being used as excuse to sell. ♪ >> verizon. let's take a step back. should i even bother to point out that at&t did add post paid customers? sorry. what's the point of being positive if the stock yield 5%? sorry. do you mind if some century link lemmings, it's down 2%. okay. let's get into the real hideous lemming behavior. check out t

pick one, gilead, celgene, biogen, idec.hese are the real calls from the future of medicine and healthcare. they're the next generation's pfizer and bristol-myers. second, we know that social media, the cloud, mobile, the web, they will be integral to everyone's lives in 2020 around the whole planet. so we have to bet that google, facebook, twitter, if it comes public, will be the dominant players. i don't think netflix will be around. by 2020, microsoft or apple will have come to their senses and bought the darn company and turned over the reins to its visionary ceo. think about who is going to take over and who is going to get taken over. do we really want to think how facebook wants to monetize its, sorry, 2 billion users by 2020. next, here's a shocking thought and a good one. we have to envision north america as energy independent, because while we don't see it now, by 2020, we will have harnessed all the natural gas, the cleaner, cheaper fuel, to make it so trucks, the biggest users of dirty diesel, will be operating o

but after two straight weeks of telling you about big biotechs like celgene and gilead or small onesike sarepta, isis and immunogen, i don't want to leave you with the wrong impression. it's not that growth biotech stocks are good and slow growing big pharma names are bad. that's what i call a false dichotomy. the truth is a little more complicated. the big pharmaceutical companies may not give you the rapid growth they had in the '90s, but they give you something else that's really important. they give you big, bountiful dividends that therefore transfer into high yields. i'm not trying to make your portfolio overdose on drug stocks here, however, you always need a high yielder in your portfolio. that's especially true right now when interest rates are this low. never thought they'd be this low in my whole life and will likely stay that way for a long time, thanks to ben bernanke. we got that hideous jobs number. the parlor game of guessing when it's over is over. as long as the fed is keeping the rates low, investors are looking for a yield like a cd that rolls over. the returns fr

have what it takes to get even larger and become the big pharma companies of the future, celgene, gilead, biogen, regeneron. they're not dividend players. they're growers. and this week we've gone smaller. we're going more specialty. we're looking at less-known biotechs where the risk is greater but so is the reward. tonight you want to tell you about the game changers and rule breakers. these are little biotech companies with revolutionary technologies that could change the of the pharmaceutical industry, not to mention saving some lives while they're at it. specifically i'm talking about isis pharmaceuticals, alnylam pharma and sangamo bio sciences. speculative, speculative, speculative. got it on the table. right? speculative. these three companies are at the edge of becoming orphan drug-producing machines that treat ultrarare diseases, and you know those are stocks that have been big on "mad money." how exactly are these companies game changers? what makes them different from other small cap biotech stocks? if you want to understand the scale of the opportunity here, i wish we didn't

i'm talking about stocks like celgene, gilead, biogen, regeneron. take regeneron.t week i reiterated my buy call. the important thing to remember was that regeneron was the best performer in the s&p 500 last year. and that was after the stock ran from $5 to $55 over the previous 6 1/2 years. i still think regeneron can go higher. but the truly massive gains here have probably already been made. i first recommended regeneron as a speculative stock trading for less than $5 in the spring of 2005, not long after "mad money" began. probably our first guest. and while we've been doing this week is looking for the biotechs that can be the next regenerons, that's what we want, and don't forget the orphan drug space, the companies developing these kinds of drugs. and last night we looked at the game changers using dna and rna to change the way diseases are treated. people have been tweeting me @jimcramer saying these are the stocks you want. remember, i like to have a pastiche of stocks. not just specs. i'd like to highlight the stocks going up against a particular illness,

scores of blue chip stocks are at historic highs, from 3m and pentary and the industrials, gilead sciences biotech, and a lot of consumer and media names, like home depot and disney. jason segel says don't chase growth, look for value and cash. dividends. >> i think that is the source of income, to, you know, individuals retirees, the baby boomers looking forward, they're going to get inflation protection, they're going to get growth. >> look for stocks with less expensive price-to-earnings ratio than the high flyers like car rental from avis says lyrical asset management andrew welton. he says look for those value plays that people may not love. and art hoegen at lazard says, go for apple. the unloved is set to rebound, he thinks. back to you. >> all right, bertha, thanks so much. bertha coombs. so if you had to pick just one stock right now, what would it be? our guests have some answers for you. >> it's peter sorrentino and mark minervy and author of "trade like a stock market wizard." mark, since you're the wizard, give me the one stock that you like right here. >> well, i'm actually f

i think that vertex has got the breakout drug here, it reminds me of gilead when they bought farmassetof celgene, of biogen. don't sell your vertex. it goes higher. let's go to will in virginia. >> caller: hello, jim, boo-yah from central virginia. >> excellent. >> caller: i've got a question for you. you've been talking about airline stocks over the past couple weeks, but i have not heard you talk about jblu, jetblue. >> because it's my least favorite. i like usairways, reported a good number and is merging with amr. that's the one to be in, is us air. i think that delta is good, continental is good, jetblue is good. i'm saying this merger is unbelievable for amr and usair. let's go to reggie in new york. reggie! >> caller: hey, jim. how are you doing? >> all right. how about you? >> caller: pretty good. i just wanted to talk to you about apache. >> man, what a dog that thing has been. i mean, it's just incredible. now that said, i do believe that the assets should go -- 27% of the business is in egypt, and as far as i can tell, that is not a sleep at night situation in egypt, so i ca

biogen idec, gilead. how can you leave those out? by the way, just an fyi. we have definitely reached the don't do it at home stage. now, no -- here, here's what happened today. i mean, wait a second. i don't like this unnatural ingredient in the drink. anyway. what happened today? okay. for some the punch had been getting stale. tiresome. day after day tossing in the same ingredients, same foods, same drugs. today we got a new taste added to the mix. yeah, the health care cost containment stocks, also known as hmos. oh, boy, medicare issued rules recently that amounted to what was a stamp tax. not unlike the whiskey tax that the brits put on the colonies to finance the french and indian war. last night, the u.s. government repealed this whiskey tax and actually gave the humanas, united health and cignas a break. the result, these new ingredients rally like mad. we've got $4.10, $2.77, $1.84 for some of these guys. you know what? it's perfect to add some to the mix, don't you think? just so you know, this move in the hmos isn't done. when you see the huge ga

and investors simultaneously took pfizer and merck and lilly, bristol-myers, celgene, gilead, regeneron, off that great inline earnings report from j & j. regeneron. oh, man, that can regenerate at the drop of a hat. soon enough, all of the noneconomic sensitive stocks started running. once they started stabilizing, you could tell buyers were eager to find another thesis to dip their toe in the water. how about those housing names? housing names have been hammered of late, right? we got a number this morning that shows housing starts up at a rate of one million, basically in line of what everyone is looking for. when you have a selloff based on economic weakness, any port in the storm, any inline number can ignite things. so what to take, let's see. you heard it, it's like -- it's like the terminator. yes, sherwin williams, two upgrades yesterday. ramped $5.92. another firm took owens corning from hold to buy. oh, man. and whirlpool boosted its dividend by 25%, even though that's precisely what i was looking for. saying that all was well with housing, a distinctly domestic industry, buy

gilead, wow is that hot.at seem to go up virtually every day might turn out to be actually cheap on what we call the out years. that's 2015, 2016. they could be cheap on 2015, 2016 earnings. that is if the fda keeps being as aggressive as it's been lately in giving drug approvals. these biotechs can be traded around as they roar on some days, but they too are not expensive if everything goes right. classic growth stocks aren't that expensive either. i can make a case for buying pa nara, whole foods based on 2014 prospects for lower material costs and higher price to the consumer. look, maybe you can exclude amazon and netflix. they are expensive by any measure but they have tremendous momentum. and two stocks does not a bubble make. especially where goldman sachs had to raise numbers from netflix. let's spend a moment on what's downright cheap. three of the largest segments i think they're compelling here to find one or two you like. first of the banks. i cannot believe where these stocks trade and how little

. >> gilead, bristol-myers. >> good luck selling those.tocks, gilead has been one of the great-performing stocks of the era. cigna, i did not have -- cigna went up in the spike where they did not have all of that medicare advantage. it's humana that has had that. humana hasn't come in that much and one of the things we're seeing is that humana is saying this. one of the things we're seeing is that stocks take off and then they lose their luster for a couple of days and then people come back to them. yeah. >> big rotations within rotations. notice caterpillar was downgraded last week and the numbers cut and that stock has had a really nice run as people rotate back into the group that's left for dead. >> china has been the big conundrum. what are they doing over in china? >> is it together there? are they together? what are they doing. the new president, what is he up to? >> so i would really have any ability to answer that question. i wish i could, and by the way, there were people who -- >> it was rhetorical. >> there are people who have

. >> i'm still amazed by gilead having a market value roughly that of amgen. gilead is great at this point which is amazing. >> one of the things that's happened, carl which is amazing to watch and the stock goes up a lot and the stock goes up a lot and we're in a virtuous circle moment for a lot of companies that i'm sure the shorts were saying give me a break. these moves are alchemy, and you hear that a lot when you talk with people off the desk. that's alchemy, jim. you like that. no, i like to make money. >> with the dow up 117 now, let's get to bob pisani who is on the four. led downward by precious metals and materials and we open up 8 to 1 led up by precious metals and materials. i know, it makes everyone crazy, but the bottom line is that's what's going on. slow growth is everywhere. talk about china and you know it's a big story when they lauered the estimates and we are now 7%, growth. goldman cut estimates on south korea. more slowing growth. about half an hour ago, the imf cut u.s. growth and global forecast. rio tinto, cutting costs to align the

as we go to break, take a look at some winners on the nasdaq and as you can see, you have nuance, gileady making 85 cents right now. we'll be right back. dennis: in today's media minute, barry diller started fox broadcasting in the 1980's. now the cell phone, tv service he's backing could lead fox to abandon broadcast altogether. that threat issued yesterday by chase kerry, president of our parent company. he likens aereo to pirates stealing shows out of the area. yesterday the courts ruled blocking aereo. ca carey says it could become a cable channel. louisville cardinals win over michigan drew an audience 18% larger than last year's final and got an astounding 70% share of viewers in louisville, kentucky and lastly, what's wrong with this picture? on the left is the imprisoned james holmes' alleged batman shooter on trial in colorado and on the right is fox news reporter jana winter whose coverage of the case may send her to jail. defense lawyers want her to reveal law enforcement sources. she has refused. a judge for now has deferred that case. of course, you've heard about it everywh

. >> celgene, gilead and these are the three horsemen of this era. this is an m.s.aken off. >> we've not covered travelers yet. >> david and i, david knows him better than i do, but this is a company where they have raised rates and had fewer payouts and that is win. >> deutsch sells newmontt. caterpillar has made a big bet on mining. is that a big get right now? i'll not sure. >> jc henny has had an effect. >> this is a company that eves itself undervalued and i think it's worth here and they have unbelievable natural gas off the coast of israel and cypr cyprus. >> tonight is the new set, and i've got to tell you, i know that when a lot of people said after eight years of one set they're going to say something's changed. jim looks thinner. they don't really know, but that's the new set and thank you, cnbc, for investing in our hour. it means a great deal to me. kimberly-clark was questioning the valuation of kimberly. i did at 90, what a mistake. there was a quarter where it wasn't so good. he spells it differently -- >> he's praising it. because you praise him. >>

how many times can you take gilead?> people have been talking about the fact that the government wanted to put them out of business for years. that doesn't appear to have been the case. they're up sharply, you know, even since then. >> and many would say they actually are the innovators, you know, that you need in the marketplace. there are clearly two sides, but they're not going anywhere. they're not going out of business. >> but if you remember back with we first heard affordable health. sure, united health. they're going after profit margins. that just wasn't true. you look at fannie mae, and it was a story where the policy bears said this is going to end in disaster today. the biggest profit for the -- that was a nice quarter. >> yeah. yeah. writing another big check. >> and there are preferreds and a lot of people think the preferred will be able to own something, whatever that is and they held on their preferreds and it was question tote figu f out the preferred. >> i have to focus more on the enormous return of

stretch and they're selling at what biotech is selling at, so i think we will continue to see the gileadsd and they had compressed multiples coming in. i'm looking for retail to have a tough time. this is a very special retailer and i think you can bounce back, but they just said that march was bad. >> yeah. >> manny came on "mad money" pvh, what a consistent performer. march was bad and the weather was wrong. >> we've been hearing that a lot, carl. a lot of them saying february and march, very tough comps and senior executives and a number of the big retailers, mall-base other andeds, same thing. >> more discounting in march and some due to weather, but i read this morning some anecdotes about auto sales may be flattening out as the fiscal tightening does put a squeeze on consumers -- it's a slow process, right? but it will happen over the long term unless job growth accelerates and we'll get that on friday. >> your house keeps going up in value and that doesn't matter because you want to put money into your house when it's a winner. you don't want to put money in your house when it's a

shop for all of these great companies that you keep reading about doing great things and amgen, a gileadable company doing a remarkable thing, and i like life. i've had life on the show. they're fabulous. they do have the modern-day gene sequencing equipment that we ned if we ever go to the next level for companies trying to save people's lives. >> smaller and in terms of what it costs. in a doctor's office. right? >> they'll look at your dna when you're a baby and they'll see that you're susceptible to these illnesses and that's the holy grail. >> the big gainers, sprint is number one, life and thermo, citi, and the next biggest is netflix, jim. on the note from rich green feel, 250 price target. i think people are all kind of clustered around the idea, and i know we'll have rich on, closer to the idea that net flishgs is just becoming a household way to be able to crank into what everyone -- you go to a dinner party and it's downtown abby. where were you on sons of anarchy. how are you doing on "mad men." >> "house of cards." you have no way. netflix is the way. netflix is the de facto