herb greenberg with reality check.re in town from the west coast and mansion on the beach, we're going to milk you like an old cow. >> i always sort of appreciate it, depending how you look at that. we want to talk about -- >> michael coors. >> michael coors, something i've written about extensively on reality check. but the key point here is the company came out with earnings as we know, the other day, and there was a margin issue. that got people concerned. what was most interesting to me is you had at least three analysts effectively say use the -- daerivation of the word confused. i think what is most fascinating here is one of the analysts is cal who is known for being blunt, very blunt. she is a big fan of the company, but what she said was she feels strongly that the company needs to have greater transparency with the street and then dared mention the o word, obfuscation. in all of the work i've done with this company, that issue not really communicating extraordinarily well, is a hallmark of this company and wh

herb greenberg is giving the green light on a stock. you know it's friday.pany is getting this big honor? herb is going to join us later on in the show. i can't wait for that. hard to believe, but 100 years ago, a man names george herman ruth took the field for the first time as a major league baseball player. if you always wanted a piece of the babe, now is your chance. all are a part of a big babe auction. the biggest one in history. we have some of the pieces live on the set. that story just ahead. you probably know xerox as the company that's all about printing. but did you know we also support hospitals using electronic health records for more than 30 million patients? or that our software helps over 20 million smartphone users remotely configure e-mail every month? or how about processing nearly $5 billion in electronic toll payments a year? in fact, today's xerox is working in surprising ways to help companies simplify the way work gets done and life gets lived. with xerox, you're ready for real business. >>> all right, welcome back, forget expensive

. >>> plus herb greenberg, kind of like the skiff from the life cereal commercials, herb actually hasgreen flag on. a herb greenberg favorites coming up on this show. "power lunch" is back right after the brea. break. . . the fact is, it comes standard with an engine that's been called the benchmark of its class. really, guys, i thought... it also has more rear legroom than other midsize sedans. and the volkswagen passat has a lower starting price than... much better. vo: hurry in and get 0% apr for 60 months on 2014 passat gasoline models plus a $1000 contract bonus. ♪ show 'em the curve. it's beautiful. it's more than that... ...it's perfect. introducing curved ultra high definition television from samsung. dad: he's our broker. he helps? look after all our money. kid: do you pay him? dad: of course. kid: how much? dad: i don't know exactly. kid: what if you're not happy? does he have to pay you back? dad: nope. kid: why not? dad: it doesn't work that way. kid: why not? vo: are you asking enough questions about the way your wealth is managed? wealth management at charles schwab. >>>

we looked at that a long time ago, and liked it too much, and subsequent herb greenberg has does some great work for the reality check newsletter. i'm not touching that. that's for some other guy. paul in michigan. >>> >> caller: a big pursue boo-yah from an arbor. >> i like to go to both places. what's going on. >> caller: getting rich carefully, and i was thinking about go pro. umpts i'm of two minds with go pro. okay. the rigorous stock value seeker in me says, yeah, you missed it. the momentum guy says, you know what? it's going higher. andrew in texas. an drew you? >> caller: boo-yah, jim. my stock is com ballot systems, backup. it is rated number one in gartner's magic quadrant. it's cut down 50%. cvlt. is it a buy? >> you know what? this is just one of those, you know, a management software company. i'm going to send you to salesforce. one i know it better, but second over in europe, somebody was saying today, man, must be trouble with europe. are you kidding me? he's taking the big business away from the other guys. lots of ways to win in this market. i'm here to reveal them t

my friend herb greenberg has always made me feel perhaps that business model is not what it's stackedill ackman believes it should go out of business. >>> eugene in the u.s. virgin islands. eugene? >> caller: boo-yah. hey, cramer, how are you doing? what do you think about alcoa? >> i think it's good. it started going down today, because the f-150 numbers weren't what they we thought. i would say be careful. if it pulls back to 12, pull the trigger. juliet in new york. juliet? >> caller: cell decks. >> no, it came and went. we did the trade, we moved on and never look back on "mad money." stevere stevereno, in pennsylvania. steve? >> caller: a coupleiers devon energy, and it's starting to hit new highs. based on the chart scenario that you gave last week, i wonder if it's not time to cash some in. what do you think? >> steve, devon is the exact opposite of the philadelphia phillies. they are pacifists, devon is a fighter. the fighting devons are going to 90. and that, ladies and gentlemen, is the conclusion of "the lightning round." ♪ [ bell ringing, applause ] five tech stocks with m

let's bring in herb greenberg.et's step back from the details of this particular case, taking out whether or not they're guilty or innocent, do you feel there's a bit too much witch-hunting going on? >> i think that's the danger here that you hit this point of where can you, you know, talk to people. you may own shares in the stock. where does that become an insider trading issue? and if it does become an issue, when do you shut down the pipeline of information. we saw that in the past insider trading trials when you saw wall street clamp way down in the way they would deal with information, so, yes. >> lets, to mandy's poly, it is difficult to define. if i'm the ceo and i tell mandy we're going to do, than clearly insider trading. if you overhear us talks about a deal, you're probably not guilty of insider trading. what they call privity does not exist. you don't know i have a fiduciary duty. you don't know where the information came from. >> it's not that hard to define after all, is it? >> it depends on how he g

cnbc contributor and writer for the street.com reality check herb greenberg has implied, what happened? restaurants are the toughest of all. we saw chipotle have terrific top line numbers but can the bottom line regain the luster? apocalyptic pricing for certain. panera bread was so predictable. but have the prices gotten too high for panera and chipotle? is that why applebees and ihop are surprisingly strong? especially when you have a waitress or a waiter serving you. everyone is ready to pounce on any little chin little change. that's why you need to invest in them for multiple years, not trading for multiple hours. frankly any other way of looking at it is a recipe to buy high and sell low. the essence of bad investing. stick with cramer. >>> i'm going back over the charts, i really like this idea of isis, regeneron and celgene. the >> the following is a cnbc original production. [ music ] >> marijuana is the most profitable illegal narcotic. >> this is a huge business. uh, in california alone, it is the number one crop. >> and there's at least 13 gardens within a mile radius of ou

and what happened to herb greenberg on the streets last night of new york city that has us all talkingns, folks, that the dow and the s&p 500 moved to the downsi.

joining us is thestriae.com's herb greenberg.bvious talk about a smart seller and dumb buyer, but do you think we have a smart buyer and smart seller on our hands here? >> the reason you might say this, depends on who the acquirer would have been, this is a company that's missed 4 out of 5 revenue consensus, when it comes to its earnings. diners seat has been decelerating. the in the u.s. it's been fundamentally decelerating. priceline is a $7 billion business, and when you look at it from that perspective, even if it didn't go quite the way they would expect, it blends into the woodwork. >> so you're basically for rice line -- but you can imagine the discussion behind doors, okay, things may be cooling down, while valuations are good, we better sell now? >> well, you also see -- for them you can't away that. you also see tripadviser making an acquisition in europe just about two months ago or a month ago that if you're priceline, you're sitting there saying, wait a minute, a competing company, maybe they ought to get in now. >>

another reason being inventory worries pointed out by cnbc and the street.com colleague herb greenbergport. so which is the better stock? kate spade has been putting up stronger numbers and it's smart which means it has more room to grow. both stocks have room to grow. kate is up an eye-popping 78%. kors sells for cheaper and despite the 23% long-term growth rate. kate spade sells for 53 times next year's numbers and that's a real highflier. if kate sum stumbles or drops the ball in any way the stock can be be on lit the rated whereas kors has more cushion. so here's the bottom line. if you're willing to take the risk, that comes with owninging a highflier, kate spade might be the accessories player for you. for me, i prefer michael kors with the much cheaper stock even though the remarkable run, although as for viewer bradley and coach, someone call a handbag kr. paddles clear. bob in new york. been? >> reporter: good afternoon, jimmy. >> hey, how are you doing, bob? >> i'm a lifetime holder of a firm called irk connicks brand so they call me iconics bob. >> what a stock, huh? >> $2.5

let's bring in herb greenberg. >> you are not now juansed on the name.'s not red, it's yellow, so what's your take on all of this? >> i'm keeping it at yellow flag on reality check, because this is a risk call. without a deal, you would argument that the performance at nuance, which has just been substandard, would continue to misperform. i think what you have, though, is very interesting. private equity seems logical. remember, carl icahn got into this company back in april of last year, and started buying more since then. the stocks and performance of the company continue toss go down, but it's interesting, when you hear private equities make sense, samsung and people used to speculate a loening time ago, apple would make interesting sense. if they want to do wound the other, or get another leg up on the other, you have to understand, nuance is the voice recognition technology behind, you know, that both of them use. samsung certainly using it in the tvs, apple uses it behind siri and its phones. microsoft and google have their own technology build in.

let's bring in herb greenberg. you follow solar city. what's your take on this deal?ort of a deal that came at the right time. it's almost like they're changing. -- this is a company that installs solar panels and then finances them, and then dr itch this thing red flagged. >> why is this out of nowhere? isn't this exactly what tesla did with the giga factory? manufacturing a battery, manufacturing the panels, making sure you have the right supply for the product demand that you sigh in the future. >> melissa, currently there's tremendous supply. supply is not the problem pride now. you could argue they're taking the story saying we need this years from now, but i want to point something out. the reason it remains red flagged for me is because you have the base business. remember, what they're talking about is years down the road, two years down the road, plus if they get there, they've got to get financing, they have to figure a lot out. in the meantime you have a business that's ongoing. >> it's hard for me to agree with herb, but i'm going to agree with you. you wo

joining us more with the details and meg tirrell and herb greenberg. good to see you all., big deal here, big deal. >> absolutely, for a really big market today put a price that of -- it's constituented there's $so million worldwide that have hepatitis c. now gilead's stock is actually down today. analysts i'm speaking with today say it's due to intellectual property underlying the drug. merck and iidenix clade they own a part of it, analysts now saying combined they may have a lot more leverage against gilead. that's why gilead's stock is down this gives it one of these drug that is called nukes, big in this space. >> in the end, meg, any end to this bidding ward? >> earlier this year we were seeing hue deals, and maybe some of these biotech valuations have started to come down. we'll see more of that traditional buys. >> are there any particular names you heard of that could be potential inquills tors? >> pretty much all of them. everyone -- another rare disease company has been upgraded today, but of course today in hepatitis c, you see akilion up, people thinking maybe

herb greenberg said, we still need consolidation. we still need fewer of the panels made.o expensive. it might cost $25,000 or something for a household on top of the cost of installing panels to use them. how will the this acquisition change the game, make it cheaper? how much cheaper and how long until households and cars are genuinely running on solar technology in this country >> we have a long way to go before solar is a huge percentage of the electricity squen radiation. the way we see it at solar city is although there is an oversupply of a particular type of panel, the low efficiency or moderate efficiency panels today, what there is is not enough of the high efficiency panels. as we look further out, even just two or three years out, we see there being insufficient capacity for solar panels. which is in part caused by the oversupply of the sort of low efficiency panels to date which pe vents people from investing in the future. it's a weird boom and bust. in the bust times, you have to invest in order for the boom times to work out. and not be supply constrained t

. >> somebody call herb greenberg quick. maybe he knows and can find out. thank you, dom. with herb who we know follows that very closely and at this point he does not know either so we're keeping an eye on green mountain. when we come back, keeping an eye on dow 17,000. we're not going to do it today, but could we do it early next week? we'll talk about that and then after the bell coming up on "closing bell" the uber ceo talks valuations and when he may take the company public. the ride-sharing company now says it's now worth more than $18 billion, how is that for a business model? we'll talk about that coming up. you're watching cnbc, first in business worldwide. ♪ [ bell ringing, applause ] five tech stocks with more than a 10%... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up. [ male announcer ] now the world is your trading floor. get real-time market scanning wherever you are with the mobi

my friend herb greenberg, saying there may be inventory issues. but coach is flailing.ew ceo not happening. this one may not be done going down. >> no. this is where we really need a woman in the 9:00 a.m. someone who would wear a pair of shoes like that. >> i think -- >> i think he covers the landscape pretty amazingly for us. he knows about it. >> that $700 jimmy chew is no bargain. >> no. >> compared to the mcqueen shoes you can get for $700 at jeffreys. check othose out. love them. >> steve mcqueen design shoes. >> oh, my god. steve mcqueen. >> just kidding. >> the blob. >> when we come back -- >> magnificent size 7 he is. >> the doj considering a move that could sound a sour note for pandora. what's at stake for the on-line music service and stock. blackstone global head of real estate jonathan gray, the man when it comes to leading major hotel deals including hilton's ipo. take another look at the futures. nasdaq down today as four straight. we haven't done that since march 6th through the 11th, although the decline has been minimal each day. >> but still wearing