the rally taking a brief pause this week but pete najarian says there's one hot retailer that's aboutights pete is over at the plasma with his fast pitch take it away. >> i'm going to pitch a stock that's a little different than what i normally do this stock trades at a much higher multiple. what i like about this company is just about everything i love a family run business that's been around for a long time although they recently ipo'ed a couple of years ago canada goose has been very, ver impressive the growth story is something that's really important. i talk about growth all the time free cash flow, that's been growing. this is year three of that which is something we love to see. revenue growth of 50% year over year you've got to love seeing something like that. by the way, when you look at this direct-to-consumer business that these guys have got, it's absolutely spectacular it's nearly doubled year over year went from 131 million to 235 million. that's pretty doggone impressive but the margins. that was one of the concerns maybe that helped push this stock down recently on ear

pete najarian joins us next for unusual activity first is the s&p sectors today on what is a down day for subpoena down 1.33% and a defensive play in the green with ilutities and real estate. we're backing in two minutes to have a hundred percent renewable energy goal. if we don't make this move we're going to have changes in our environment, and have a negative impact to hawaii's economy. ♪ verizon provided us a solution that lets us collect near real time data on our power grid. ♪ if we can create our own energy, we can take care of this beautiful place that i grew up in. ♪ we all make excuses for the things we don't want to do. but when it comes to colon cancer screening... i'm not doin' that. i eat plenty of kale. ahem, as i was saying... ...with cologuard, you don't need an excuse... all that prep? no thanks. that drink tastes horrible! but...there's no prep with cologuard... i can't take the time off work. who has two days? and i feel fine - no symptoms! everybody, listen! all you need is a trip to the bathroom. if you're 50 or older and at average risk, cologuard is the noninva

pete najarian? stock an rocketing, rocketing, rocketing, they're buying more upside calls. stick with this. >> capri, this jimmy choo and michael kors bought it for unusual activity >> last wednesday was the announcement that bob swan was taking over ceo has quietly outperformed the market. >> you think there's a little momentum >> i do. >> sticking with alphabet. goog >> another semiconductor, nxpi got above 90 today i like the momentum. >> dow is still up 70 points that does it for us. thanks for watching? "the exchange" with kelly evans begins right now >> thank you, scott. hi, everybody! here's what's ahead this hour. the state of our union, as the president gets set to address the nation, we'll tell you how d.c. really moves the market a homegrown crisis trillion-dollar deficits may be coming sooner than thought and the hottest thing in the stock market right now is skin care we'll explain and tell you what people are shelling out for. but we begin with today's rally and dom chu has those numbe

here to debate all of that, jim lebenthal, pete najarian, brenda van gel lis.st on the trade discussions at eisenhower executive office building across from the white house cale lal to you she will following that story for us at this ver

become the hottest tech trade of 2019 what does that mean for the rest of the markets a good sign, pete najarian >> terrible song, by the way, pete. >> i would say in terms of the semis and they're up 2.5% today, but when you look at all the individual names in the semi space, i think we're seeing numbers that are better than people expected. you said trade i think from a trade perspective, yes i love the trade do i think this is going to lead the market for 2019? absolutely not i think there are other areas that can, maybe tech or industrials, but semis, we have these ups, we have these downs we overshot to the downside, now we're going to the upside. i'm a trader and getting out of a lot of positions right now. >> the semis led us in 2018. let's remember in march of 2018 is when the semis measured by the smh hit their highs. it wasn't until six months later that the s&p 500 hit their highs. the other thing about the semis, i would argue they're a lot more indicative of what's going on in the economy than even the transports are if you overlay the semi chart versus the pmi, you almost get a per

pete najarian is with us from minneapolis today. u the march 48 calls two weeks ago were bought in huge size they paid about 70 cents selling those today getting $2.58 for those today. not such a bad sale. that was a great buy two weeks, january 30th now we're seeing the march expiring on the 1st, the 51 strike call. 30,000 of those were bought today at 66 cents. it gives you a little bit of an idea that they continue to want to see if the they can make more money in intel as it's been rising to the upside stock was 46 on that date. here we are a little over 50, 50, 60 i love what we're seeing smart trade wants to be there. these are a two-week expiring option i decide i'm in these and will hold them for two weeks if it takes that long. if they start to move before that, i'll use discipline and try to sell into this run because intel has been on a staggeringly fast move to the upside over the last couple weeks. another chip for you, as well. i've got amd amd this goes back to the theory, theme we've been talking about for a long time

here to debate and trade the biggest stories of the day joe tara know, pete najarian, erin brown is back here, pimco managing director and also with us on set is the president of yardenny research. fresh evidence that the economy remains robust that, read on gdp close to 3% for 2018 better than expectations for the fourth quarter all of it confirming to the president's economic point man larry kudlow where he thinks we're heading. >> these policies are working. so i'm going to say 3%, 2018 i'm going to say 3% 2019 and 3% as far as the eye can see. i'm sure we'll revisit that at some point. >> pete, it goes to the question we've been asking, whether the rally from the december 24th lows is sustainable or now vulnerable simply because we've come so far. >> i put it in the sustainable side of things i think part of that, scott, is the fact we've gotten through all these various hurdles about the next hurdle is still the chinese agreement. we heard larry talking about that today and how much more positive he sounded than anything we've heard before. that's his style, number one but he follow

. >>> plus pete najarian is stepping up to the plate to pitch one stock that he says is about to take yes, that's a ht.in there's much more "fast money" right after this duncan just protected his family with a $500,000 life insurance policy. how much do you think it cost him? $100 a month? $75? $50? actually, duncan got his $500,000 for under $28 a month. less than a dollar a day. his secret? selectquote. in just minutes, a selectquote agent will comparison shop nearly a dozen highly-rated life insurance companies, and give you a choice of your five best rates. duncan's wife cassie got a $750,000 policy for under $22 a month. give your family the security it needs at a price you can afford. >>> welcome back to "fast money. cellgene is tanking after hours. >> that's right, the stock is down more than 8% after hours after wellington management issued a statement saying it does not back the deal between bristol myers and celgene. bristol-myers has an 8% stake. in early january bristol announced the agreement in a deal valued at $74 billion they believe it asks the shareholders to take on

here to debate all of that, jim lebenthal, pete najarian, brenda van gel lis. we begin with the latest on the trade discussions at eisenhower executive office building across from the white house cale lal to you she will following that story for us at this very moment. >> talks have migrated from the eisenhower building adjacent to the white house to the u.s. trade representative across the street they've been going on for about two hours. when we got a glimpse at the meeting this morning, ambassadors robert light hauser and stephen mnuchin declined to answer any questions i shouted about the progress of talks, the likelihood of a deal before the march 1st deadline and whether the two presidents would meet. the two sides are work on six memoranda of understanding on issues ranging from currency to intellectual property. these are the issues at the crux of this conflict from the get go additionally, the u.s. presented ten asks of the chineseness order to extend the key march 1st deadline the question is what china agreed to. the u.s. wants long-term changes and

. >> live from the site, i'm in for melissa lee and pete najarian, tim seymour, dan nathan and fabulous, fantastic guy adami. yeah i'm being nice to you guys and you know the reason. >> good to have you on board. >> why. >> tonight on "fast," the maximum point of uncertainty is how one of the biggest bulls on wall street is describing the market but says it could be your best chance to buy and he'll explain why. plus, stocks like salesforce and starbucks jumping back to all-time highs today you want to know what names could be next, not what's happened the traders are going to weigh in first we are going to start with the wall of worry for the market stocks are coming off a seven-week win streak. even as we are just two days away or two weeks away from a possible trade war deadline and increased tariffs and one week away, four days now from another potenti potential government shutdown and all of it as it concerns us at the front and center of the minds of investors china, in you believe 66, i know a lot don't even believe the headline, we'll see. here's the thing, all these risks, trad

. >> live from the site, i'm in for melissa lee and pete najarian, tim seymour, dan nathan and fabulousing nice to you guys and you know the reason. >> good to have you on board. >> why. >> tonight on "fast," the maximum point of uncertainty is how one of the biggest bulls on wall street is describing the market but says it could be your best chance to buy and he'll explain why. plus, stocks lik