they own a basket of stocks. feed to figure out water only on with each one of them. >> i think it's one to put it in the comp text so far the blended average earnings growth is about 6. 5%. not bad. we are seeing more importantly some price action not as good as one might hope. let's look at two screens here. these are the five worst reactions to earnings. fafblg, some of the more beat, xilynx was a beat. here's the real take away, tech, tech, tech, technology is dock well, microsoft, intel, apple, yet the cyclical part of the sector not doing well. these are very bad reactions to earnings and some of the more beats. now, by contra distinction, stock that have acted well, there is no fee. it's idiocratic. it has nothing to do with steel dynamics. it has nothing to do with burrito's. it's a cyclical tech story for the losers at the worst end of the reaction. >> stacy, i'm surious, if you own let's say some of these stocks and are using an index as a head. does that still work in the stock pecker's market? >> it d

the food stocks do trade with the drug stocks. if you have a huge barnburner of industrial rally, you will be left behind by both. i'm not doing this to be capricious. the moment something bad happens to it, you are going to want to throw yourself off a bridge what you the losses will be enormous. i'm trying to prevent this from happening. imagine if you own too many health care stocks before they got whacked by congress. or how about too many banks before the financial crisis or regulatory reform in response to the crisis? and this soured a whole generation of people, too many tech stocks going to the dot-com bust. when something happens that makes one of them go down hard, the rest remain relatively unscathed. or can go higher. that's the traditional view in diversification. it is mandatory. if you are going to prepare for anything, it's not enough to make sure stocks don't overlap. you want a portfolio that works in all kinds of market. i want to explain what i call the new diversification. protect your wealth and own something

the stock has gotten cheaper, sports a good dividend. they're buying back stock. that could be another good one and so could hewlett-packard. i would recommend microsoft but it ran so much today that i think you have to wait until it comes down after -- you know, it reports on the 22nd. because this market has been tough on stocks that are run up going into the quarter. don't believe me? check out the sour action in bank of america today. it removed a huge overhang, a lawsuit with aig over crummy mortgages that bank of america pumped out. i thought it would cost billions. get what? aig wanted $10 billion. they got $650 million. not only that, but bank of america made so much money this quarter i'm no longer worried about how much is it's going to have to pay the justice department to put it behind it. the company has the money and then some. enough to curry the regulator's favor and they can plead their case to return the capital too you the shareholders. if i had a run-up -- if it had reported the first rather than the sixth bank before many of the others i think

i think the stocks or viable. quite frankly, if you got into the adrs before whatever underwhelming, gutless sanctions are released -- >> well, if they go after the entire financial sector, it's a big, big deal for the banks. and i think this is a big opportunity for the administration. this is a place for them to score some points back. and they need to do it here. >> but you do it to the russian banks, where they pull it out of that system. i agree with you and b.k. that would be devastating. >> you're targeting just russia. you look at the market, look for the stocks being sold off unj t unjustly, like the airline stocks. when they sell off, that's the opportunity. far better upside opportunity. >> and visa, it's 8.4% of the dow's waiting. that's double the impact of chevron and disney combined. >> and is there still more room, down 4% since the beginning of july? >> absolutely. this is a place, to me, you have both valuation risk, no reason to be taking it while it's cheap. >> and unless we hit some unushl act

stock.as 50 million shares. the bankers an canvassing the buyers through the road shows and getting what's known as indications of interest they might sense the company has 50 million shares, only demand for 10 million shares to be sold at that offering priced at $20 a share. issue 15 million shares the stock will wallow. opposite is true if they cut back in shares. bankers are experienced. these managers are known can figure out how to make a stock pop and how much they want. simply by cutting back the number of shares they offer. we got demand for ten million shares at 20, subscribe their par lens, offer 5 million shares, one tenth of the shares outstanding and half of the demand. that cutback will generate excitement when people get their allocation or the number of shares they are given versus the numbers they ask for. that's what makes for a hot deal because if the bankers have demand for 10 million shares and they issue 5 million, everyone will be cut back who wants the stock, the deal

decay is working in your favor if the stock just stays here. that's because of the earnings announcement. >> and let's move on. in a week where -- telecom, the best-performing sector of the week. and it wasn't just the stocks, options were bullish, too. at&t, nearly 2 1/2 calls for every put. and the chart master says this could be a great catchup trade. carter, what are you seeing? >> well, let's take a look. some beautiful graphics. utilitie utilities, the sector, reits. and look at the charts. a comparative chart, a lot of lag from tellco and the potential catchup trade there. and the longer picture, telco lagging. and what i see is the following. a well-defined level. 160. 160. 160. and the presumption is that it's setting up for a textbook breakout. you can draw the lines another way. the head and shoulders bottom, anything you want. the neckline. but there's a lot of tension here. and a lot of breakout potential. and this one, the correlation has broken down, speaking to the catchup trade. and two more. the stock itself. verizon. a well-d

no kidding, you do a stock show on a network that covers stocks. the amazing think, though, is it's not a given anymore. even with stocks blowing past unheard of levels an generating extraordinary returns. in fact, it's the opposite. we don't have much new money coming into the market. what does come in tends to flow into etfs or infex decks fiechls owning individual stocks, don't i know it? you'd want to settle for average, something they won't expect in any other walk of life. i love my average team. hey, the playoffs, who cares, people don't seem to understand that richs can be had right in front of them, if things go right. plus, it's like the whole world is against stocks, people claiming they are rigged. or the fed is keeping stocks dangerously higher. the fed dumps social media. isn't it always due for a collapse over geopolitical troubles? i know stock versus had big moves. i said i want to use pullbacks rather than throw.at the market. tonight we are talking to the ceo of xilinx, making me feel like it haven't worth investing, because you

split your stock.on't want an individual investor. our next tweet is say, hi, jim. can you explain when a large institution buys an equity it goes down in price? i think that -- that's too cynical. that is not the case. often it's the case that the stock gaps up when a major firm recommends. i know there's a belief, wait a second, they're taking out their friends. you can get into trouble if you leak your buy recommendations. it's not worth for it to someone to lose their job. maybe they have no power to recommend it. they have no power. meaning people don't respect them enough. here's another tweet. oh, yahoo! k, words cannot describe my love and respect for you. you pick me up with your knowledge. thank you. i need to do the same from you. it's really pretty amazing. i does matter. i leave for the office a lot, man, that show was hard. regina my producer often has to bear the brunt when i said, man, that show was hard. when i get e-mails and tweets it makes it worthwhile. thank you. this tweeter says

the ultimate cult stock. when it went bad it went real bad. >> yeah. >> if invest with bezos or reid hastings at netflix, as pete said, hyper growth, you don't know when the bottom line is going to matter, you are like a vegetarian walking into a steak house if you decide to jump on these stocks as a normal investor. you're just wrong. you're not going to find what you want there. because in particular in this one, judge, look what they were supposed to lose. supposed to lose 15 cents. if they lost 15 cents, should we are cheering on the desk? that's a $70 million loss for the quarter versus $120 million loss? no. either way it's a loss, even though they've done a ton of revenue. betting on these kinds of stocks, the ones you name, then you're a different kind of investor than the people that invest in most of the stocks stephen weiss talks about. >> you're buying amazon? >> i bought by doing what we always talk about here on the desk. everybody says, like it, $5 cheaper. s 20$20 cheaper. number one, $40 chea

the stock is at 68. it's in the money. breaking below where the stock is trading.x gain is 5.25 at 72.5. why? that's the prior high to march. that's in line with the implied move on earnings. it's a one-day move of 8%. what this does is i have a really wide profitability range between 67.25. and 77.75. that's a 15% range to the upside between now and august expirati expiration. my match risk is the 2.25. i lose that below 65 and above 80. >> it's a thoughtful trade. it works because although option prices in general are low, especially after everything seemed to have bounced back today, this is actually a stock where options prices are not as cheap as they are in other places, implied volatility, it means you want to engage in some spreads. and what's happening here is you are collecting money. they are working in your favor if the stock sits here, and there's a little bit juice in the options. you take advantage of the extra premium when you put on a trade like this. >> let's move on here. in a week where rates fell on geopolitical fears, they sought out safety an

since sales force or any stock can technically keep rising forever, shorting the stock can mean infiniteefine his risk, dan instead bot the august put for $50. to make money, he needs sales force shares to fall below that $50 level by more than the doctor 23 he spent or below august expiration. but it gets even better. because that put will gain value faster than the stock will lose value, meaning more money in dan's pocket and since the time of the trade, it's been a wild ride for sales force shares, initially falling. then rising, now falling sharonly. but not enough to make the trade a winner just yet. >> i hate when that happens. >> and "options action" fans have only one question. how can dan fix his trade? so despite this week's decline, this trade is still not looking good? what do you do now, dan? >> the truth is i probably have a low probability of success even though the stock was not too far from when i future trade on. i have about a month here and so really what i'm going to try to do is get out for as little of a loss as possible. sometimes if a trade, identifying the fact

high-growth names, social stocks? a rough week. >> this is one of those situations where there are skeptics on this desk. maybe a lot of skeptics on this desk. the fact of the matter is these things can't stay at these valuations forever. so the question is whether or not you happen to subscribe to the idea that they're likely to crack sometime soon. i'm not talking about next week. that's why i've been trying to look out six months for my bearish bets. but that is what i would do here. i think that the party is over. >> and it doesn't help that there was all this mma chatter. the lows in may, a lot of these stocks ripped hard. yelp, takeover stuff, we had the open table acquisition for price line. that's kept things buoyed here. sooner or later that's not going to matter. to mike's point the valuations these stocks trading at 60, 70 times, it's not going to work anymore. crm is one of these ones where i believe a lot of investors think there's something secular going on. it is but it doesn't deserve the multiple it's

stock up 12% today. not just a one, you know, big airline story and delta is the only one that did it. hawaiian did. i expect big things from american unite and the rest of them. >> hold on. >> josh, phil will answer this question first. >> i was going to say. what we're seeing is the airlines in the sweet spot in terms of execution with capacity being fairly contained. the question becomes for this industry, have they learned from all of the mistakes of the part and can they keep that capacity relatively in check? i'm surprised they've shown as much discipline as they have over the last couple of year, and so far at least if you listen to the commentary and if you talk with executives. same thing. not making mistake of adding capacity. we're going to be disciplined. if they do that, on a nice trajectory over the next few years. >> josh? >> i wanted to mention, one of the airlines not participated the way the others have, for a lot of the reasons that phil is talking about, jetblue. on a technical basis,

this is the first stock i ever purchased. this is my first time entering the stock market.ood idea or should i -- >> no. not a good idea, a great idea. kroger is executing better than anyone in the business. i spoke with their cfo recently, met their ceo last year. it is a terrific company. i wish they would come on our show. got a great chance to talk to them in squawk on the street. don't put all your eggs in one basket, but kroger is a good one. jacob in virginia. >> caller: how are you? >> how are you? >> caller: want to give you a big boo-yah to yah. >> you're very kind. thank you. >> caller: one of my best stocks, i want to know what you thought of fiesta restaurant group? >> i don't know fiesta. man, i don't know fiesta. i know bar san miguel. i've got to come back on that one. it's killing me i don't know fiesta. it is more than a billion dollar company. gatsby versus meyer. two indices that work some time but you need a second look. execution matters and picking individual stocks is a better way to make money. more "mad money" ahead. what i saw in europe that blew

i seek stock swami advice. >> the stock is all over the place.remember last week at this time the stock was at $62. there were no buyers. there was nothing but sellers. the stock climbed to $68. no sellers. you know what? let's wait in the middle. get in $63, $64. that's at least somewhere where i can say, you know what? it's been higher, it's been lower, but it's right to start buying. i've got a memo to the fed. you have a tool to curb speculation. use it. please don't just throw out unclear remarks that can cause some of the pain we saw today. >>> there is still more "mad money" ahead. netflix versus amazon. is the king of all things delivering to your story ready to take a prime position over the streaming star? "grand theft" got an extra light that scored big this year. i'll see if it can kin. fundamental shift from the shopping mall to your smart phone. the iphone app changing the retail landscape. stay with cramer. i make a lot of purchases for my business. and i get a lot in return with ink plus from chase. like 50,000 bonus points when i

>> we own the stock. full disclosure, frustrating for sure. is it that the others around him have picked up the pace and that's gotten your attention? >> right. there were a few directors purchasing along with immelt in this case. not the case over the past few years. >> okay. >>> upco-health, quick, judge. think caught my eye. one of your buys, and this is a biophrma kind of play. right? >> yep. >> one where typically you see more people selling in these kinds of names. the fact that you've got people buy it, not at a 52-week high but a good sign again. an $8 stock. but a $3 billion company. >> right. if you looked at opcoe health you see phil frost buying several hundred thousand worth of stock every day the past year. his buying continued and picked up in the past couple months. he's a multibillionaire, enough cash to buy the entire company if he wanted to. seems he's gradually doing that. sucking up the entire float. not just him. cto of the firm, buying up a bit as well as a few other directors. part

the stock dropped on the news. now since the stock has done nothing, let's see. until today. company delivered a better than expected quarter. this time domino's saw its stock roar rallying to $76. higher than expected revenues. domestic same-store sales increased 5.4%. international same stores, 7.7%. the company managed to take market share thanks to its terrific online and mobile ordering platform, best of its kind which lets you order pizza on facebook. the company want pass the costs to the franchisees. they saw raw costs inflation cooling off by the end of the year. the stock has given you a manage have in any event 715% return since i started recommending it 4 1/2 years ago. let's check in with patty doyle, manageable president and ceo of domino's pizza. patrick, welcome back to the show. >> thanks. >> i said you were too down beat. you emphasized raw costs which were not yours. this conference call notably upbeat, what i sense is this is pretty consistent. there is no huge change at the margin this quarter, that's absolutely right. it was just another great quarter fo

housing stock. pure supply and demand. the stock is an all-time high. that tells me about housing, that tells me about rates and gives me insight into the economy. >> love this line you have that there are no bargains right now on wall street. there are opportunities but it's like 3:00 p.m. on black friday at walmart right now. in other words, all the good deals are gone. the stampede has come. the cheap stocks have been bought. now what? >> well, i think this time since we have had a very abrupt rally, i would be pruning my portfolio. i would be going through looking for things to join the party because it's a party going on. primary among these are ibm. i think ibm good week last week. the day's levels i'm a seller. utilities also are a group that participated. i would at this point looking to consolidate portfolio and not trying to pick up anything new. >> in talking about finding value right now, you still can find value in technology. i find it interesting you say pairing back on ibm. what about some of the other name that is have performed incredi

a sharp sell-off for stocks. new questions whether the bulls are growing ever more tired as the dow recently hits 17,000 a growing number of market watchers becoming more cautious. we have traders today. stephanie link with me, as well as joe and pete najarian and josh brown. small and mid cap stocks, worst two-day sell-off in three months. technology stocks rolling over, biotechs and momentum names hit hard as well. >> the momentum names speaks to what we're seeing in the marketplace. folks are going after wherever they see anything that looks vulnerable. that obviously speaks well to the names, look at pes, tough to swa swallow. looking great. okay. the volume yesterday was extremely low, aeverybody focuses on new york stock market. we highlighted, volume in the option pits, not yesterday. barely exceeded last thursday, a half day of trading as well. so that's kind of concerning to me as well, scott. seems as if it's that july start to sell-off. we got great numbers last week. market got that nice push. then su

. >> i bought some stock. it didn't have a heck of a lot to do with what they were saying or doing tonight. it was a lot more so an hour ago. i think the fuse the revenue beat, again, he said it there. they were really where they shine are around events. we're just starting to see that i think on the deck, we have been talking about that since the start of the world cup in mid-june. here is an opportunity to showcase this amazing platform where billions of people, not yet, can communicate with each other. they are real time search during events. he has been saying this if we introduce one ad into a news feed, what does that mean per user. now they 270 million users a month. that can be $1. you do the math, you can see how exponentially this company can get to a billion dollars real quick. i'll say with a $23 million mark cap at the close of business today, it was a massively undervalued product when you think facebook paid $fine billion for something that has no revenues. >> the road map is a little clear on t

if the stock stays at a 6.9% yield in 2016. wow! only publicly traded general partner of both the. line mlp and the production mlp. we talk about this all of the time and it gives it two red hot industries, both through organic projects and potential for its subsidiaries. as a general partner in atlas resource and atlas pipeline the company has incentive distribution rights and idrs. these idrs mean that as the distribution of atlas resource and atlas pipeline rise, it is entitled to a greater percentage of the incremental cash flow from both companies. right now the idrs are currently at the maximum level for 50% for the production mlp which means the company is raking in the cash hand over first. upon where does cooperman see the stock going? >>is bahhed on a net asset value and atlas pipeline. he believes that atlas energy should be worth $59. i think he's being conservative. atlas is paying you to wait in a very low yield environment and one last point. we see a lot of m & a activity including with brightburn energy. i wouldn't

it's not a growth stock. it has a piece of a company that is a growth stock.going to offer it all in the ipo. i now feel like others you want to buy the stock cheaper than it is right now the company is not delivering. anthony in illinois, please. >> caller: god bless you, mr. cramer. could he tul me about british petroleum? >> british petroleum caught up with russia. we don't know about the situation. it's very inexpensive and has done a lot of good things. it is most levered to russia that ideal with. therefore, i've got to drop back and see how things shake out. that, ladies and gentlemen, is the conclusion of the a lot of inning round. [ male announcer ] what if a small company became big business overnight? ♪ like, really big... then expanded? ♪ or their new product tanked? ♪ or not? what if they embrace new technology instead? ♪ imagine a company's future with the future of trading. company profile. a research tool on thinkorswim. from td ameritrade. ♪he cadillac summer thinkorswim. collection is here. ♪ during the cadillac summer's best event, lease thi

stocks relatively expensive, compared to the rest of the world and for the most part stocks in asia, the international sector do look less expensive than stocks in the united states. >> all right. so for the average investor who is listening to all these comments that you're making and seeing the headlines, what is the take away for them. should they feel good to put their money in the market or what? connect the dots for us. >> i think there are a couple dots to connegligent here, the first going back to the comments by janet yellen be careful. be careful of the momentum parts where valuations just got to unsustainable levels. those are dangerous. the broader market looks reasonable. you can still make money but, and this is important, stocks really gained quite a bit. they are not nearly as cheap as they were and if stocks go higher in the next year, which we expect, the rate of gains will likely be slower than over the past three to four years. >> russ, thank you very much, as always. >> thank you, tyler. >>> and coming up, we switch gears, the growing concern over a liver disease

>> you can own stocks, a good quality stocks, don't think of that as a casino.mpanies and not stocks. in my portfolio i hedged. i can have the exchange traded funds and short index because every stock will go down. manage your risk. charles: you did not connect the dots for the fed and i appreciate it it. >> i will bring fresh sheets next time. charles: you heard it. 50 percent of marriages today end in divorce. money issue is the main issue. now sounding more like a business every day our panel is fired up. we will be right back. ♪ ♪ i'm only in my 60's. i've got a nice long life ahead. big plans. so when i found out medicare doesn't pay all my medical expenses, i looked at my options. then i got a medicare supplement insurance plan. [ male announcer ] if you're eligible for medicare, you may know it only covers about 80% of your part b medical expenses. the rest is up to you. call now and find out about an aarp medicare supplement insurance plan, insured by unitedhealthcare insurance company. like all standardized medicare supplement insurance plans, it helps

buy the stock?uestion? >> i do think you'll see a lot of folks running into stores buying these now that the awareness is out there about the company. >> free marketing. >> yes. >> one analyst initiated coverage, free marketing. >>> get to unusual activity. najarians, you saw, went to the telestrator, got it locked down. a tradeup date on a stock a big win for doc, that is king digital entertainments. >> for pete, knock on wood for both of us. mel, king digital. basically last friday pete identified unusual activity when the stock was trading lower, and the options were 70 cents. these options exploded up here to $1 moin 20, then to $2.60, and we said, this is like a gift. let's take it. their benchmark moved up a rating, by the way, on glue mobile. another gamemaker. both played into positive activity in king. >> and pete, what are you watching today? >> the airline industry. talked about transportation earlier with phil lebeau. the airline index. look at the xwchlt al. look at this year to date, x

he was commenting on stocks and saying it's a bad time overall in stocks. we have ben on the other side. pharmaceuticals all red. telecoms except for t-mobile, all red. semiconductors except for advanced micro devices and broadcom all down. social media, groupon is the only gainer. the sell-off in u.s. equity markets is widespread and market breadth is trending negatively on the heels of broad losses in european shares. european major indices all fell today. germany's got a situation at the moment. its stock market is at multimonth lows, that is the one holdout. how were longer will european losses drag down u.s. equities or u.s. dragging down europe? we're bringing in our panel. barry james, also jason rotnam for the west coast perspective. david, head of equities, more than 100 billion in assets and charlie gasparino. david, on a day like this are you talking to fund managers and telling them quick, get in there and buy or stand still? >> no, we're not talking to our fund managers telling them to buy or stand still. what we're doing is looking at the caus

the stock was 67.tock, be i the way, a four-month high, not an all time high. >> my trade is an options trade. it had little to do with what mr. ackman is claiming. i believe he's right. i will tell you this. this is an adult swim/trade. you have to think about who is playing. when they reported their q1 earning, they issued a convertible bond to boy back shares. at higher levels only to squeeze ackman. i don't like it. this is a scuzzy company. i'm not telling you. it has nothing to do with what ackman said. i read a ton of what he wrote on his website. given he is around for it and could expire before the ftc or attorneys general will come after him. i don't know. that's why it's an adult swim. >> they are pressing this, because his options expire. >> he said today that he's got a lot of over the counter options that are not listed. if you look, you will not see him on any exchange. he is a large bulk of the january 2015, open interest in the puts. >> quickly, let's play adult swim. tomorrow. >> i lo

final stock here. it's always under the radar and it's a semiconductor company based in california upgraded to a strong buy. >> it's helping. stocks up 3.72% to 22.61. target is 29. they still see 5.5 bucks upside. average target is 30 bucks a share. even slightly more bullish overall on wall street on smtc. from street talk to talking numbers where every day we hit one stock from a technical and fundamental perspective. today we talk about dr. pepper snapple. nick, when i see a beverage company that's more than doubled in 12 months, i wonder why and how much more it could possibly have left. what say you? >> so dr. pepper has done a phenomenal job managing costs. the top line environment has been tough for these guys as carbon a carb carbonated stock has been hit hard. they are looking for names with earnings visibility and dr. pepper is doing that. >> what does the chart look like on dps? >> it's quite fine. the key is outperformance. it's not too much outperformance. if one looks at this stock compa

what does it mean for the stock? you think chipotle would have a short interest in it's ridiculous for a company with a 35 multiple. i don't think you chase it here. we liked the name for a while. i think jack in the box continues to be the way the play it downstream you made pe choose. i'm buying jack. >> does this alleviate concerns about the consumer if they are willing to pay more for their burritos and others? >> i hope so. i don't know if they are taking a share from everybody else. it's a phenomenal quarter, though. i was surprised by their lack of short interest. so people got it right. i wish i were one of them. sadly, i don't own any of them. >> the only way the company trades at a 45 current or next year is by having a fan base or a customer not caught up in any cyclical consumer pressure. in fact, that's the imageic here. these guys have store return levels above anybody in the industry. if you think they can continue to grow at these levels, it's crazy there is no way i would touch a number in this space

what a stock that has been. c.a.t. you can see the cyclical are very much in favor at this moment and i think the market would be willing to pay handsomely for manitowoc's stock if it were a pure play on cranes. the market wants a new pure play in the cyclical business. but as long as manitowoc keeps its food service business it will never be a pure-play cyclical. that's because the company's food division is much more secular and growth oriented. granted it's a high quality business. they're known as the leading manufacturer of service equipment like refrigerators, grills, frymasters and beverage dispensers for many restaurants. but they won't explode higher as the economy improves here and around the globe. i know some people say it's a nice offset. that's not the way it's working in the market right now. if manitowoc were to follow my advice, which by the way is the same advice that relational investors is giving them, and just spin with the darn food service division, i think both companies would get higher priced

the stock was rewarded today. i think it goes higher. >> that caterpillar, international demand is weak. u.s. demand is fantastic. they've raised their sales outlook this year. they were somewhat cautious on raising their profit margin expectations. i think that was a smart move by the company. >> a drop for blackberry. >> a last time we were towing, we talked about the potential for the topic. that's come to fruition. you made a great point when the apple-ibm fuse c out. you were spot on. it goes down 9 bucks. >> few reports out today say production of few iphone and ipad pay be delayed until november. investors don't seem too worried. the stock closing at its highest levels. it will push apple even higher, the managing director and analyst, brian marshall. good to see you. what are you modeling right now in terms of the iphone 6? and what is in your model for apple in the back half of the year? >> sure. obviously, it will come at the end of this quarter late in september. you probably only get a couple days of b

the stocks?mebody than some sold it also. >> did you end up becoming a customer? >> if you go from six cents to $20 and you are a market maker, you are either buying that stock or selling that stock. as the stock goes higher, you are selling to people who are buying it. you have no choice. you have to make the market. you have to be in that stock. >> how much did this cost you? >> i really don't want to say. it was not a tremendous amount. my company did a great job of cutting it. it's a great firm with great people. it's unfortunate it happened to them. but i am here so that it doesn't happen again. if you see a stock going from six cents to $20, and they say they have $39 in the bank and they have one employee, that's either a hell of an employee or something is going wrong. what has been the response of regulators? >> the sec does what it normally does in the situation. they suspend trading in the stock saying that there is not enough information out there. they didn't say, necessarily, anythi

we like some of the stocks they showed earlier, apples and intels, at the now old school technology stocks but we feel a lot of the higher growth stocks could prove to be a little highly priced. because consumer sentiment has been peaking recently and actually crossed over the 85 mark, that's where i'd be a little more willing, where we see that optimism come in, that's where i'd be more willing to come in and take riskier bets. >> guys thank you for now. appreciate it on this -- >> thank you. >> -- 17,000 watch, bill. we've got 50 minutes to go before the bell. 1:00 today we got close to the 17,000 mark. right now up about 150 points at 16 16,976. we only have to go above or hold above 16,978 for that to be above the prior intraday high. which doesn't make any sense because we already passed it. carry on. >> that's fine, we get caught up in numbers here, that's our job. >>> we have a lot planned including investing legend byron wien, hear what he's thinking about the stock market and what will happen next. >> if you think the market is hot it's nothing compared to gopro. shares doubling i

that story knocked your stock down. can tell viewers that it may not pan out the way headlines first said. >> i would say, jim, first, we support the gscs and the fha. there were two or three companies and gen worth made it through and some of the others had trouble in the crisis and i think it's appropriate with the regulators like they're doing with the regulators to have more capital. for us, the new standards would mean 450 million to 550 million more capital if we upon to be compliant by the date which is june be 30, 2015. there is going to be a transition period which would allow you to, we think, to the end of 2016 and at that point because of improve am of the business that we talked about, so i think people have to be clear that this will change. we're still working and talking with the gses and fha that those requirements may change and it's 450 and 550 million and we laid out on july 10 whth we responded when this was released, that there are many ways that genworth has to meet requi requirements and today we

stop trying to get me to pump some penny stock of nonsense stock instead of g.w.imcramer on twitter. i don't do that kind of thing, i never have, i never will. stop it already. when you buy a speculative stock with limited to no revenues let alone earnings, you have to recognize that stock can go to zero, at least stops there. that's why a spec should never be more than 10% of your portfolio if you keep it that way. if you're doing more than that, i think there'll be too much pain if things go wrong. these are not blue chips, people. they're meant to make quick money. and if the story changes, you must run, not walk and cut your losses. >>> most of all, though, remember you can't rely on someone else to make your decisions for you. you can and should decide when to take profits and losses. you don't need me to hold your hand. particularly when it looks like this one. stick with cramer. ♪ during the cadillac summer's best event, lease this 2014 ats for around $299 a month and make this the summer of style. ♪ that's why i always choose the fastest intern.r slow. the

. >> we'll give you top stocks to buy and top stocks to sell. >> over to you. >> thanks. at times square, i'm melissa lee. stoxx closing no at 17,000. our traders tonight -- and it's not just the broader market rallying. a number of individual names, netflix, 3-d systems. three of the sectors that led dow to 16 to within striking distance of 17k. can you still make money in these cases? brian, what do you say? >> i think you can. you let your winners run. if tomorrow morning we're talking about what do i go out and buy, it's probably not the semis, it's probably not intel. in the airline space i would look at southwest air. that's the one that will be most leveraged to up the and downside of oil. >> tim seymour. >> it wasn't just about the strike of energy prices. to me it's the drillers, the offshore drillers. case in point, there's real demand coming on into the space as prices go on. baker hughes, halliburton, these are names that still work to their five-year average growth profiles. certainly on an evaluation basis, that's it. >> guy adami, would you roll into the su

stock number three.ded to a buy -- this could also go under the radar. >> i've never heard of this, but hey -- >> not far from where i live. >> not a random mention, by the way. the target was set at 36, based -- prepare for the fan club. the stock is increased nearly 28% in the past six months. a 3.18% year old. in 22 states, based in denver, colorado. >> my ivory tower is far away from there. stock number four is goldman sachs, not feeling so fresh. getting a downgrade to sell from mutual. cost inflation, hey, fed, are you listening? cost inflation? also increased competition. the target $27, stock is at 31.65. you with do the analysis, goldman sachs slamming tfn today. >> and we've also got -- this is the real under the radar name. >> it was so under the radar we couldn't have talked about it even a couple weeks ago. the market cap is just big newspaper now. the target $34. be careful, though, the stock is already up 600-plus% from where it was. the average target is 13.50 a share, well above what the

the stock is the only reason the stock in my opinion is at 190 now because the broader market -- andf people looking at oracle, microsoft and what have you. >> why this quarter? >> i don't think they're going to do anything. i think the stock is completely overbought here. we'll see, we'll see if mike's call buyers are right. >> catch more "options action" every friday. check out optionsaction.cnbc.com. >>> ali baba getting a $130 billion valuation ahead of the ipo. is yahoo's 25% stake enough to boost the stock? we're hearing from eric jackson at iron fire capital about why he's holding on to the stock. the core holding, by the way. more "fast money" straight ahead. [bell rings] ♪ time and sales data. split-second stats. ♪ its so close to the options floor, you'll bust your brain-box. all on thinkorswim, from td ameritrade. at every ford dealership, you'll find the works! it's a complete checkup of the services your vehicle needs. so prepare your car for any road trip by taking it to an expert ford technician. because no matter your destination good maintenance helps you save at the

we saw it in the social media stocks. we started to see it in the chip stocks.ave been a place where we were seeing institutional money going to work. that money seems to be coming off the table, at least short term. whether or not one day is not the correction. don't forget, now we have the first day of the month tomorrow. >> we're down because of road runner's disappointing numbers. >> i agree. the dwerges is not so big that statistically significant yet. i don't think so, and if it would be, i think you'll hear more people scream about it. >> the mood just tend to be negative. you have everything just moving in that direction. i don't think it's anything for anyone to be panicked about at all. >> thank you very much. appreciate it. ty, up to you. >>> all right sue. look at the heat map there, only about one out of 20 of the s&p 500 stocks today are actually making money. all of the others losing money today. more on what's moving the markets after this. my motheit's delicious. toffee in the world. so now we've turned her toffee into a business. my goal was to

get stock.he break, i'll try to make you more money. >>> coming up, can this can hold the key to an action-packed speculative investment? or should you steer clear of the controversy surrounding monster energy? cramer's call is just ahead. [ female announcer ] there's a gap out there. that's keeping you from the healthcare you deserve. at humana, we believe if healthcare changes, if it becomes simpler... if frustration and paperwork decrease... if grandparents get to live at home instead of in a home... the gap begins to close. so let's simplify things. let's close the gap between people and care. ♪ >>> this may be the first inning of the gigantic surge in merge se ers and acquisitions. in fact, it could be the biggest wave of m&a activity ever. already, there are areas where the deals are coming hot and heavy, like pharmaceuticals, food the beverage trade, and as long as we're in this kind of environment, wherever you see a takeover, you've got to be asking yourself, who could be next. for exam

what a turn for stocks. in fact, as you just heard sue and tyler talking about there was a chance we could end higher. find out why we have come back so far. >>> plus, mandy and i go to war over what really caused this morning's swoon. have american restaurants reached what we're calling peak food? and some new developments around the mission industry of sync tens, that former penny stock is soaring. we've just done some reporting. we're going to have it exclusively coming up in a few minutes. >>> first, the markets. boy, what a turn around we've had. the dow is down 180 at the lowest point but right now as you can see here behind me it's only down by 47 points. it came this morning on a new round of global worries. our question is were those fears justified? these were the three big things from over seas that could have hurt the market this morning. wuk me through. europe and the -- weak economic data out of the region. sharply low with greece and portugal shedding 10% over the past week alone. then you've

stock was down like you said 15%. there is really for the stock support until 35.his is one i would spend after the gap. >> yahoo. >> it's called under the ali baba microscope. it was oversold. i think you can call it a pop. >> we got a pop for apple up 3%. >> that's without that new product. you know we few yesterday ahead of the earning, they would not by a townsing that product. a bunch of firms come out today around upgrade tear targets for the stock, moving them up on average 8.5%. most of those are forth of 105 a drop for coinye, kanye is declaring vick over over the coinye, it features a cartoon of kanye, unfortunately, he may have trouble collecting any actual claim since the creators of the currency live outside of the united states, this is kanye west. >> the whole retirement was in coinye coins. >> they're going to merge with nautilus coins. shares of pepsi popping after a strong earnings report. still ahead, we'll tell you what traders are betting. this could be the beginning of more gains to come. more "fast" ahead. ♪ . >>> we got a fuse alert on chang

these guys, they hate a stock they hate a stock. >> lechal life, that has been -- herbalife has beeneous for akhmed. you can't hold a short forever like you used to be able to, you know yo you say, i think operate word is guys, and there are a lot of men in the market that play that game, and they have a lot of money that is momentum money, they are in and out of this stuff quickly. i don't think they are holding on sports forever or weeks. >> pick that top, they look for a position so overvalued that it will pullback to a level trying to play the shore term. >> but they are in and out, in different things. this is a momentum market. charles: looking at today's session up 70 we gave it up. what is message in your mind at this moment. >> i think it is that there is a lot of risk on, that there is risk on because are,. charles: you mean people buying stocks? >> people buying stocks with misprice risk, they don'tn 't the risk that is inher end. inherent. if is not overpriced but riskier because things are headier, there is more money in this market, this is only game in town. >> a tweet

for stock deal. in the end, zillow did win the war which is why the stock can fly here, even as it's up 96% for the year. and it is very expensive and despite the recreated squeeze from the short selling research firm that the whole edifice is teetering, it's an expensive stock on earnings but a real interesting again -- combination. there are some worrisome signs. cummins got clobbered. like so many of the industrials, by far the worst acting group in the market. that bothers me. cummins beat so to speak was deemed low quality and shareholders were dumping stock at the close. you never want to to see a market that's not satisfied with earnings beats of any kind, low quality or otherwise. secondly, housing is going to the vicious head wind in 24 -- in this economy. and hideous hard to look at numbers were reported this morning, that was on top of the miserable owins corning number last week. credit availability remains too tough in the important part of the economy and this is an important part. reme

lang thinks the stock is overheated and he'd like to see the stock dip from 83, 84 and he thinks it would be a no brainer there. even with a dip, the chart says gilead is headed higher. the dip has to occur before i was temped to buy gilead, last, but not least, celgene, hosted big drugs in the pom line and they took celgene back and shot it. they shot it in march. my charitable trust owned it during this period and it was what i call stressful, but ever since the stock bottomed in april it's been soaring higher practically in a straight line. when you look at this percentage indicator here, you can see that celgene has been in overbought territory for the last six and a half weeks and it hasn't stopped the drug from heading higher. lang thinks it could bey headed beyond their 100. ideally they would like to see a pullback ask that pullback may never gone and we have phase 3 data like otesla, what happens? i thought the stock would be hammering because it's a drug i really care for. it dips 3.5% in pre-market trading and dipped back to where lang said he liked it and not after that and ce

in the stock declines, you will be forced to boy it at that stock price.rter, you will be netting 40 as a purchase price. you can play the fact the stock will sit here after that big move and make a buggish bet without having to pay for that sharp rally. >> mike koe, thanks for that. check out the website options action.cnbc.com. we come right back. . you make a great team. it's been that way since the day you met. but your erectile dysfunction - it could be a question of blood flow. cialis tadalafil for daily use helps you be ready anytime the moment's right. you can be more confident in your ability to be ready. and the same cialis is the only daily ed tablet approved to treat ed and symptoms of bph like needing to go frequently or urgently. tell your doctor about all your medical conditions and medications, and ask if your heart is healthy enough for sexual activity. do not take cialis if you take nitrates for chest pain, as this may cause an unsafe drop in blood pressure. do not drink alcohol in excess with cialis. side effects may include headache, up