. >>> coming up, nelson peltz bought one component. we will tell you the name after the break. in the meantime, here's what else is coming up on "fast." >> snap! >> that's how snapchat investors feel. if you lost money, we'll show you how you can get it back for free. >>> plus i am on amazon. >> that's because you are a billionaire and can afford to. but if you have slightly less money, we'll tell you how you can still trade amazon and make money when "fast money" returns. it's what busch is known for. what are you known for? i'm indecisive. scratch that. no, that's right. although... [sfx: buschhhhh] welcome to holiday inn! ♪ ♪ whether for big meetings or little getaways, there are always smiles ahead at holiday inn. welcome back to fast money. we have been digging through 13 s filings at hedge funds that asked to disclose once a quarter and nelson peltz of trian puping his stakes in procter & gamble. he hadded shares ending march 31st to hold 232 million total this amounts to a little over 3.3 billion cnbc learned he amassed a stake worth several billion. we didn't know exact

peltz. i think that can be a meaningful difference. >> a lot of the shareholders in this whole painful run. >> yes, it's been painful compared to the broader market and compared to the rivals, that have crushed them. we talk about honeywell. we talk about them again, honey well, you all have a chart and general electric chart, there is absolutely no comparison. i understand what pete is saying. i'm not saying the fixes are easy ge. in risk-reward this stock at $28 bucks, it sets up similar to exxonmobile. i think verizon is a wild card. i bm, the issues to me are plentiful. >> i think the changes are an overhaul. i think when you bring up carl icahn, it's about buybacks and use tack cash. >> i don't think that's a problem. this is more of a management problem they need to have those changes. and that will take a lot more. >> we are throwing that term dogs in the down. that's something to be used late in the fourth quarter to outperform the next year. we're using it as an expression. i think

. >> i'm wondering about one of f the bigger investors that being tryan and peltz. >> and immelt's been sitting there for 16 years. maybe it's time. >> he's going to retire next year. >> he got handed a black box of financial services he had wo torque for 12 years to unwind and he got it done. the idea was this was going to be a true index global entity. now, if you don't get cash flow and it's not consistent, you get a call like this. >> 17 times earnings. >> it's not a bargain. >> and it sounds like you guys agree. with the call more than disagree. >> i do. even as an owner of the stock. >> this is what i would do with it and this is what i may end up doing myself. even before this note, price action has been atrocious. it's been flat with a lot of choppyness in between a pel wel bede fined range. the bol of the range is 27. if it closes on a weekly basis and you're a short er term trader, probably no reason to be long. >> if there's another hint of the dividend cut, guarantee. >> they also suggest, if they suggest in the note that a ceo change is a potential negative, the kitchen sin

. >> reporter: a raw, personal look at the drug epidemic, from perri peltz, and hbo's documentary, "warningilies. different stories. different parts of the country. what they all have in common is that each of these families, each of these stories, began with a prescription, from a doctor. a real legitimate prescription for pain. >> reporter: like stephanie, who took painkillers after getting kidney stones as a teenager. and then, started sharing them with her sister, ashley. >> we didn't know what could happen. you know? we just thought, well, our tr started giving us these painkillers. so, can't be that bad. >> reporter: the sisters got hooked. ashley overdosed and died. as did winn doyle, a mother of three. and brendan cole, a promising young athlete. >> for the longest time, i couldn't come in this room. it's like the day he died. it took me a year to come in and throw his garbage out. >> reporter: just a few of the tens of thousands of deaths a year from overdoses. now, a number greater than from car crashes. what do you see is the biggest obstacle in this country to grappling with thi