gordon johnson, in a long, long time, advising the first short solar and made his client a bundle ofday versus prior expectation, you have been right on the mark here. is solar going to turn around at all or is it continuing to slide down? >> unfortunately, i think a continued slide down. >> you can can only slide to zero, gordon. >> i'm sorry but i think some stocks need to go to zero. the essential reason is because have you excess over supply. essentially a commodity industry. so commodity industry is when you have excess supply. companies need to go out of business to bring back the supply and demand -- >> which ones are most likely to go to zero. >> the guys with the lowest cost, ie, chinese, will survive. when european and solar modular manufacturers compare, it is commodity industries. if china gets it right, they win. there is lower cost of labor, lower electricity costs and they. >> why are they consolidating? >> they have to. if you look at the china capacity, have you about 40 gigawatts. it'll be 18 based on our model. you need guys to essentially go away. with gcl reporti

gordon johnson that is bearish on this sector overall. we should know he said -- >> and spot on on this. i am still not a huge fan of the solar space, but if you top the get bullish, you have to look at the demand from within the u.s. it was interesting that national grid talked about how solar would be better economically than wind power. if there is any light at the end of the tunnel, that's where i would look. for me, i am going to stay away for now. >> every rally has been an opportunity to sell them, even though they are cheap. this is an opportunity to it will them. >> will this be a weekend to remember for the shareholders? the lions gate vice chairman is here regarding the hunger games as well as my favorite show, mad men. ♪ 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 logistics. ♪ >>> welcome back fro

a name like first solar who gordon johnson has been all over. >> right. >> that stock is not going toatch up nor are some of the other ones. supervalue might be worth a look, mention that had before, but i'm here to tell you the winners should continue to win. goes to joe's book title. buy high, sell higher. don't try to buy stocks because they underperformed other names. they won't play catchup because candidly they rather do. >> on this list of performers is also one of the top performers, the top performer in fact of 2011, and that is oil and gas is this a pullback that you would buy at this point? >> cabot, it is, took to the mid to high 30s. looking at stock again and starting nibbling on it here at these levels. natural gas long term has a huge upside. however, right now it's just getting pounded. anything natural gas-related is getting killed, but i don't think the story, like a first solar, i'll agree with guy here, that story could be over with. the natural gas story, i think there could be another chapter as we get on the year. >> joe, what kind of chapter would it be, a sad

johnson. and brad keselowski. kyle busch, martin truex, sixth and seventh. jeff gordon, mark martin and joey logano the top t. >> darrell: whew! that is a nail-biter, boys. >> mike: well, the closer got to the door and it would not open. >> darrell: i tell you, probably good, maybe ran out of fuel for denny hamlin's sake. look at this. team meeting right there. >> mike: how about champion crew chief of 2011, darian grubb, picking up just where he left off at the end of last season with tony stewart. headed for the winner's circle. >> larry: so happy for darian grubb. they didn't even know if they were going to make the chase. he was told halfway through the chase he will not be returning to stewart-haas. kept his head down and won the five races and won the championship. >> darrell: joe gibbs got him a jewel right there, buddy. >> mike: hamlin, led three times for 61 laps, including the final 59 circuits. >> darrell: out of gas. >> mike: he could be out of gas. >> darrell: can i get a push to the station, please? >> truck behind you here. >> larry: brad keselowski in th

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gordon hit a couple of years ago not protected bay safer barrier. that wreck was less severe than it might have been a few years ago. tony stewart, jimmie johnson one-two. if you look back to history, nascar's greatest one-two punch ever. richard petty and david pearson. 63 times that stock car racing king and silver fox finished one-two. pearson having an edge in the finishes. of their generation, tony stewart and jimmie johnson are nascar one-two punch. 12 times they finished one-two. johnson went to victory lane seven of the 12 times. the five times that tony won, three of the five were on mile-and-a-half racetrack like this one. >> darrell: a five-time against a three-time. see how it works out. >> larry: i don't know how they are going to finish up but the next restart, strap your tv down. it will be exciting. you throw the three roush fenway drivers in mix, greg biffle in the 16, matt kenseth in the 17 and carl edwards in the 99, there are hungry hounds out there. >> darrell: what did we say halfway through? the fords aren't running good today. there they are. >> mike: jamie mac in the 1. how long has it been since he was in victory lane?