goldcorp is, newmont isn't. look at the whole sector. sectors trading at a slight discount, if you're looking to play catch-up and fundamental news would be a reez didn reason it might. >> crude oil, stabilizing here is not giving a heck of a lot to bulls who think there's going to be a sharp snap back, banging around 50. i think it goes lower. what happens to gold in that scenario? can't think of it as a bullish scenario. >> if crude goes lower? one of the best things for gold miners. they take a lot of inputs from crude -- >> i understand that, but the next leg down. isn't that a function of global economic activity and what does that mean for miners? >> a proxy on it. >> it is a -- >> also it's very simply an issue how much storage you have and how much oil you have in storage. that's not the same dynamic that gold will have frankly. >> what's the trade, mike? >> options and gdx, relatively expensive. looking out to june at the 21, 26 call spread. buy the june 21 calls spend about $1.85 for those. june 26th, sell for 45 cents. spend $

what is your recommendation going forward on goldcorp and the miners? >> well i mean there was a time when i would have just laughed than conspiracy thing, but i can't anymore. doesn't it seem like everything has been rigged? the currency was rigged, the bonds were rigged. what didn't they rig? oil they rigged. nat gas they rigged. did they rig gold? you know what? you know what stuart? i'm going to say i don't know. hey, maybe they have. maybe that's the next big justice department investigation. in the meantime i like randgold. but know what? maybe you're right. maybe it's rigged. look when america is an island separate from the rest of the world, we got what we got today, a rational coherent today. mad tonight, i'm responding to all your amazing birthday wishes with one of the biggest business lessons i ever learned. it happened 55 years ago. but it's still just as important today as it was back then. i'll reveal it ahead. >>> america's top toy companies have diversified into entertainment empires. i have to tell you they're diversifying from each ot