but herb greenberg is back in the house here in inglewood cliffs. he's raising some red flags. o. >> this is one of those companies that sometimes falls through cracks even though you wouldn't know it from the stock price because it's zoomed 50%. >> why are you looking at it today? >> you've got several things going on. by the way, ebay is the largest investor in this. you have the ceo that's sold 39% of the stock. and this is direct holdings. he sold these shares august 8th. and i actually have a piece about this on realmoney.com right now. the concern here is that he is a good seller. he's someone -- his sales in the past quarter, insider consulting who watches this stuff like a hawk always been just well timed. so now he's out here, and is he top ticking the stock? now, all of this is going on with a backdrop of other things. they do business in latin america, venezuela, argentina, brazil. venezue venezuela, we know what's going on in currencies. we know it's going on, inflation going through the roof. you have mark roberts, that's his venerable old wall street independent re

the people have spoken and you said that herb greenberg, the bear, on netflix won our debate. >> one erb. >> there you go. >> final quick thought. >> no. i think you can see the risk is here. i laid it out. i laid out my perspective and dr. john is not on the right side. >> do you have any final trade? >> me? do i? do i? i just say pay attention to green poun tain. that move seems to -- >> down 7%. stephanie. >> oil service. >> weiss. >> vodafone. >> at&t. >> short priceline. >> "power lunch" starts right now. "halftime" is over. "power lunch" and the second half of the trading day starts right now. >>> i think herb is here more than he's not here. buckle up, alec baldwin. want to play words with friends, okay. ap faa advisory panel is about to recommend the relaxation of many of the rules and regulations governing electronic devices on airplanes during takeoff and landing. not all of them but a lot of them. alec baldwin, may be in luck. countdown to a shutdown. a week from now if there is no deal we will be hours away from the closingth

herb greenberg who was here before he left joins us. peter, before we get into the topic de jour, get a comment on the previous conversation, if you know, it's so kind of in the weeds. is there malfeasance or weird computer glitch? >> i have to defer. i mean, i find it hard to believe that somehow this information got out beforehand but, you know, with the chart that was just shown it's always possible. i have nothing to say other than that. >> i hope it hasn't been rigged. that would just be one more chink in the chain towards the individual investor feeling this isn't a level of playing field and they'll lose more confidence in the market. which is the topic we've come here to talk about today. you know, you are have a fantastic note saying so much of the year's gains have been driven by the help of qe. let's quantify that, peter. exactly of the, i don't know, 19 to 20% of the s&p has gains so far this year, how many percentage points of that do you think is thanks to the fed? >> well, if you look at it on a dollar basis, i calculate

bring in jan rogers, the street's herb greenberg and courtney is still with us as well. i want to get to you on walmart. supposedly cutting orders it has placed with suppliers. courtney did great reporting. walmart told her it is misleading but did not deny it. what's your take? >> my perspective from the department store perspective as well as discount. if you look at a discounter, they have about 100,000 skus in any moment. a department store has 400,000. any moment your over in something and under in something and always rebalancing. walmart is probably doing that. we know the end of last quarter their inventories were up versus what their sales were up. we knew they were a little heavy. by the same token when you look at what's not selling in the real world it's apparel, accessories. they're probably heavy in that category like everybody is. and cutting back a little bit. they're probably adding something in the home goods section. they're presently rebalancing business. i don't think this is good news but isn't a catastrophe. >> there's two ways to look at the story

we're joined by herb greenberg. you say you want mcd but otherwise you would like which company?in the day when i was 300 pounds playing football, i would knock that down but i like yum brands, owns kfc, taco bell, and currently my pregnant wife has a craving for taco bell which is why i think i'm supporting the bid here. the they've lagged two to one recently. they had huge headwind coming out of china but i think they got through the headwinds of the bird flu scare. they cut a lot of suppliers who were supplying them illegal drug birds, a-rod birds, which they got rid of. it looks better. >> make the case for yum, jeff -- i just ate a chicken nugget and was trying to talk. half of it spit out. yum has had these problems in china. do you think they're finally over that, jeff? honest to goodness? >> i honestly do. you actually look at their expansion plan. they go from 6,000 stores to 20,000 stores. mcdonald's, which is much more prudent in chin nashgs you see yum brands. they're all in. >> they are so all in. when you go there, jeff -- this is herb -- all you see is yum brand. >

who better to bring in at this particular time than herb greenberg himself looking different from normale you, herb. what do you make soup in a little k-cup? >> i make of it that it seems to be i'd say a sign of desperation. this is going to be one of those asterix in brand extension strategies as these companies are sort starting to throw bet of them, everything at the wall to see what will stick. you may roll this at some point in the future and egg will be in my face but i don't think this is going to be something that's a big seller. >> first off, for our viewers that are on the radio, also known as listeners, i just want to describe your outfit very quickly. black t-shirt with a black sportsco sportscoat, black rim glasses. >> you look different. >> dare i say hot, man. you look good, happy, you're refreshed. you're in san diego, right, good for you. i have to admit, i'm completely jealous. >> very good to be back in san diego, yes. >> okay. >> by the way next week i'll be back in the studio. >> let's talk about facebook here, herb, because igniting a firestorm. social network tweak

herb greenberg's still here but we don't know why. the market is going up. that you can't do that. >> since the crusade, therz nobody who has called the market with any degree of regularity, okay. >> there are people on in network. >> there's a guest every 12 minutes. you might as well bring in hey barber. he has the same chance. >> and you know what? >> has he been right? >> 50 prosecution. >> we were ki 50%. >> you call yourself boring. the big mental up, exciting headline stock, you want to get something that's priced right. what's price right in this market? >> i'm almost extinct that i still care about valuation. everybody's worried about the latest quarter. it's like a casino game down there. 80% of the trades are electronic. we go in and we look at companies is and we've got three we're going to talk about in our portlio which have all doubled. >> that'sment point. as i look at those names -- you still -- you still positive after doubling. and you're not a momentum guy. that, to me, is the issue. >> well, let's get down to which stock they are. okay.

my friend buddy pal herb greenberg who writes for the street, at 27 flagged this to me as a stock you didn't want to be in. i've got to tell you something, you know what, alissa, it's pretty amazing. in this market, a stock goes down the 52-week low, you know what it does? it goes lower. i want to stay away from that. vera and francesca are two stocks i do not want to date. next week, we'll hear plenty of news out of conferences and earnings, but macro will set the tone. the micro presents opportunities. but, look, it's syria and it's interest rates and companies tossed about, they're like boats in a gigantic bathtub, let's let the water out. "mad money" will be right back. >>> coming up -- wireless wonder? cramer's got a $3 spec stock that could be ready to boost your signal as the world continues to become more mobile is now the time to make this connection? >>> and later -- metal mania. timken has been red hot since cramer visited one of the plants last year and news of a plant split is heating up the stock. is the breakup value just beginning to build? don't miss the exclusive wit

, over the weekend apple goes from being an also-ran to a superstar, something even my friend herb greenberg said at thestreet.com, called it a superstar, company that couldn't please the chinese to a company that the chinese would buy because it's better than what samsung has. that's what they care about, the product. the analysts can't change directional thought. they lose their jobs. they did what their colleagues did, make a judgment about what people would think about the phone. the problem is the analysts are not critics. they aren't professional gadget experts. they didn't stop and think that perhaps this phone will please those who decide what we want. they're reviewers who tell us what to buy. that's what happened. the deciders aren't the analysts. they tear critics. they've spoken. here's the bottom line. as usual, the analysts were way too linear and blew wit apple. they forgot the new phone is more of an art form. they were bound by the four walls of the spreadsheet. they got it wrong. the device is loved. wall street didn't get it. the public is infatuated with the new phones. t

. >> and our own herb greenberg has been talking about this, as well.you were on the record saying you don't think the apollo group will be around in a few years' time. is that correct? >> that's correct. if we do our job, they won't be. right? because to kim's point, they spend so much money on promotion, they create the illusion that you're going to get value. i'm not saying no one's never got value. i'm not here to completely trash them. >> sure. >> but i think if you look at the outcomes, that kim refers to, it's just not there. >> mm-hmm. >> and we will be in an outcome-based universe because of the price of tuition, people will have to get results and going through ranku, you'll get those results. >> we'll see the prices come down. like something we do for our e useri userius us users, we'll send them updates. so students are, like, why are the universities so expensive? >> or even the same degree from a college being dramatically less online than it is, you know, if you go to the school. >> so it's all about educating the public, giving them tran

contributor herb greenberg sees blareing red flags, he joins us now. >> i do.ave a list on street.com. what i'm pointing out is this gluten-free trend, is it sustainable? the closest thing to a pure play, receivables, growing much faster than sales for eight straight quarters at levels that are substantially higher than sales. you have discrepancies 2009 sales in to and out of the channel. they are growing greater into the channel than they are out of the channel if you use nielsen numbers. that's for the company as a whole. sales growth, the two big gluten-free brands have been falling in the past two quarters quite substantially, especially versus december. inventory at the same time is growing. what is interesting, the company is expanding. gluten-free is going main stream into conventional areas t.cfo of the company is christine suko. she is talking. dismisses all of these, has good explanations, i'll tell you, the gluten-free trend, even though it's currently a good area. >> i don't know is trnd really the right word? using words like sustainable. is that

. >> let's get to thestreet.com commentator herb greenberg in on this. as i was mentioning to courtney, this has been a fairly toxic sector and now these two companies weighing in. what is your take? >> it's interesting. when you look at lulu, you have to ask yourself whether this is the point where the great days are behind it. >> and they were great for a while. >> they were better than any of the skemtices thought. there was always this point where you thought competition and the ubiquitous nature of their products would sort of in a sense start to dilute the growth going forward. if you look at the past few quarters, this is growth of sales of 21.9%. 33% a year ago. 51%, you know, say seven quarters ago. so there's something more, it seems, fundamental going on. >> and bring up a five-year chart because also, folks, this is a stock that despite all the hype has not done anything for basically two years now. the stock has essentially remained flat. >> when you had the ceo go out, come in -- >> yes. >> you had turmoil. >> transparency gate. >> you had,

herb greenberg with is, josh lipton out west, bringing people in, it's going to be a fluid hour.y the way, launching the new surface today and you have the apple st

herb greenberg with is, josh lipton out west, bringing people in, it's going to be a fluid hour. apple news, poor microsoft by the way, launching the new surface today and you have the apple stuff, now this. jim i want to hit something that's a little bit conspiracy theory first. fairfax financial owns 10% of blackberry, fellow canadian company. coming in one working day after the massive downgrade cut, job cuts, whatever. does it smell funny? >> i think this is a financial bid. i think by the way, my hats off to the blackberry people. this is a good price for blackberry. i think if you look at the analyst covers people were thinking 5, 7. >> that's my point. is it too good of an offer. >> that's why i think it's not a bad idea to sell some here. >> you would be selling some here. >> i think at lot of people are saying this is too much. the transaction valued at $4.7 billion. mind you, this was a stock that was $70 billion in market cap back in 2007 at its peak. >> in a piece on street.com this morning i wrote this is a company that is in corporate hospice at this point. that's h

netflix wins an emmy but not the support of herb greenberg.oney now, we'll go bargain hunting across the globe with a top fund manager. >> win the emmy but not the herbie. >> well said there when it comes to consumer spending the restaurant sector has been mixed bud domino's rolling in the dough. shares up 90% over the last year, outperforming all competition. what do pizza profits say about the health of the consumer? here for cnbc exclusive, patrick doyle, ceo of domino's pizza. great to have you back. good morning. >> thanks, carl. appreciate then i havetation. >> you wouldn't know it by looking at your stock this year, but we keep hearing about this challenge consumer and we get these anecdotes from the likes of a darden or ruby tuesday in the casualka casual area. how are you seeing that picture, if at all? >> i mean, first of all i think there's a big difference now in qsr versus casual dining. casual dining has been tougher, higher ticket, higher check. and so i think they've been -- they've been having a tough time than qsr in general.

>> i want to find out what herb greenberg is saying.e when they had all the problems. looks like a big comeback. >> home away. >> looks like the story is not good enough. >> ralph lauren. >> ralph lauren did not report a great quarter, did not give great guidance and now it's coming back. >> dram. >> looks like they're tight. >> what is coming up tonight on "mad money"? >> we have duncan graham on. it's one of these situations where they're going international and moving out west. i think this is a stock that's been stalled. let's find out why. >> interesting. interesting to hear whether you like this or starbucks better. >> ooh, very tough. >> tonight do you go with 49ers or rams? >> look, i think the rams have been a big disappointment. i'm sitting bradford, playing luck this weekend. 49ers have had a couple of bad games. kaepernick comes back. >> okay. 6:00 and 11:00 eastern time, "mad money." when we come back, pending home sales coming back. and paypal's president with more on the $800 million purchase of braintree in just a moment