twitter says it's tim seymour. ratulations. >> this is the first time i think in 2014 i have beaten brian so it feels pretty good. a nice way to end the year. jo congratulations, tim. . >> bull case on china weighs out. still ahead, one trader making a bullish bet on coca-cola in 2015. how high does he think that stock will go. we'll take up that trade next. >>> and as we head to break, we'll just hear the "fast money" music. ♪ ♪ ♪ ♪ the evolution of luxury continues. the next generation 2015 escalade. >>> you're hearing "she's so perfect" by five seconds of summer which is jim's favorite song of the year. that's a little surprising. >> i have a teenage girl and i have a beloved 13-year-old daughter has to listen to that song. >> you all have a little teenage girl inside of you. >> wow. >> shares of coca-cola -- >> i hope it doesn't get out. >> co-ca-cola lagging the dow this year but some traders making a big bet 2015 will look brighter. mike khouw is in austin with some "options action" for us. >> coca-cola triple

so maybe by year end. >> tim seymour? >> 6% move to get there and if central bank policy as accommodative as it will be and prices at $40 or $50, very good environment. old tech you showed dom, that's closing the gap and i think those are the names people looking for. nice dip yield and valuations that are reasonable. >> dom, what are people saying that you talk to about this? we know how strong seasonally the last couple of months of the year have been. >> we have been speaking about the importance of technology. third best performing sector in the s&p 500 with 20 plus percent gain so far year to date. the reason why it's also important and hammer it home a lot, largest sector in the s&p and one sector to power the s&p or even the market overall to new highs, it is technology. and to tim seymour's point, a lot of strategies that we talk to like this large cap technology in the new year. doesn't have to be the small and mid cap companies. intels microsofts ciscos may be poised for outperformance and ibm, a biggest tech gi

tim seymour, how are you trading china? >> adrian is talking about the backs and the insurance companies. we talked about this on tuesday. we talked about the local market. adrian makes a key distinction. the fxi, trading the hong kong shares, is not the pek, which we talked about on tuesday, the local market. i think you can stay in the trade. i would not chase it tomorrow. i think after a 10% move this week, let's wait for a pullback. everything adrian said i totally agree to that this is a market that has a lot of liquidity chasing it. if you chase the broader adr market, i kind of like china mobile. this is a big slot, state owned company. they pay a decent dividend yield. >> you don't have the stomach to invest in adrs directly or even etf in china. where would you go? >> las vegas sands. they have been beaten up. the casino traffic has been down month after month. and this is me just sort of fishing for the bottom. they're down 28%, las vegas sands down 28%, year to date, win is down 15%. i play for a return on las ve

tim seymour? >> transports continue to rally. i like cp, canadian pacific.at happened last month, the rails significantly underperformed the truckers. almost 1500 basis points. i actually think they were sold on this whole bakken exposure that they're moving oil around. buy cp. sell the truck against it. >> jon najarian? >> we have the jpmorgan health care conference coming up in january. meantime, two drugs hit today. pfizer and abbott. i bought them both. i like them both going forward. >> brian kelly? >> one stock that traded quite well has been blackberry. i wanted to buy it on a pullback. it came back down to $10 off of 12:50. b.k. bought it. i bought the calls out to january. and that is my final trade. >> steve grasso? >> ford. i'm going with that as my final. >> ford? >> big oil prices. low gasoline. you think full-sized pickups. >> f-1 '50s. a man's truck. >> but they're more fuel efficient because of the aluminum. they're lighter. >> but i digress. when you're looking at ford, it's make you money. i'm here to level the playing field for all investo

tim seymour, appreciate your time, as well.the rest of the "fast money" crew at 5:00 and asking dennis gartman is bottom is near. that's all at 5:00. now dominic chu for a quick market flash. >> kelly, we are watching sharyls of mcgraw-hill financial. the stock moved lower at the end of regular trading on a bloomberg report that the s.e.c. is said to be seeking to possibly suspend the s&p bond ratings unit from rating commercial mortgage-backed securities. again, they did receive the company s&p financial a wells notice earlier this summer regarding possible ratings and disclosures made about different cmbs deals in 2011 but still again a bloomberg report saying that s&p may, again, the government may look to suspend s&p from rating commercial mortgage-ratings backed securities and the shares down as much as 4% in regular trading and 2% to close the day out. back over to you. >> a space to watch. thank you. >>> the age-old question, which gives you better returns, stocks or owning a home? some of the best brains in the money bu

also with us our own mary thompson and "fast money" trader tim seymour. >> mary, walk us through thelly a rally all day. >> it was. for the most part the markets moved higher all the sectors with broad based rallies and we saw a little bit of a pullback midday in the oil sector and the sandouts of utilities and health care and topper forming for the s&p throughout the year. it's the dow utilities of a record close and retailers supported by early indication that is the situation for holiday shopping seen pretty much in line of expectations. that being the strongest reit growth in holiday sales we have seen in just about three years. again, coming into it off the record highs of a shortened trading session on wednesday, at least for the dow, we continued it today. albeit as you mentioned light volume day. >> tim, what do you do here heading toward the end of the year. often the nature of the market will change come the first of the new year. are you going to play for that or what are you doing right now with this market? >> i think you have to play what you have been given over a coup

. >> sam, tim seymour. i agree with you. the bar was too high. 29 times the multiple this is where we have to wonder and compare their brands. talk about s&ps. tell me where the weak spot is here because i think these guys can probably if they haven't grown into this multiple, they should do. >> well, i mean, remember that we've been on a phenomenal athletic run since the beginning of 2010 and i really believe that this run is going to continue through 2016. i agree, they've got to stay very innovative, and they do. but, again, this almost becomes a law of large numbers. i believe there's a huge opportunity in china. and i think they're going to be sort of cycling through some of the -- the comparisons for the emerging markets most specifically brazil get a lot more difficult in the coming quarters. i just think that -- i think that this is going to be a little bit of a work in progress, to pull this thing up and really rekick it from here, especially given where we may be in the athletic footware cycle which will run throug

tim seymour? >> a big merry christmas to everybody. sell exxon here.s up 7.4% in the last week, it's trading above where it was on thanksgiving the day before oil opec did not cut. >> steve? >> best buy flat year to date but that doesn't tell the story. it's up 39% from the october selloff against the backdrop of the s&p being up 14%ish. best buy will be one of the sweet stories of 2015. >> kaurn? >> google has not participated at all. bounced back a little bit in the last couple weeks. i like it here still. doesn't matter if you buy goog or gl, buy one of them. >> i'll take the other side. son corps has bounced. i think the bounce continue. >> i'm melissa lee, thanks for watching, merry christmas. see sflu find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money". welcome to cramerica. other people want to make friends. i'm just trying to make you a little money. my job is not just to entertain you, but to educate and teach you, so call me at 1-800-743-cnbc or tweet me @jim cramer. typically these big government statisticed, you know wh

our traders are tim seymour, patriot and brian. the decline that doesn't seem to stop pressuring the broader market once again today. crude prices falling more than 3% after the international energy association cut its oil demand forecast. that move spooking investors with the major indices down more than 1% apiece. the dow down 4% this wiebe aeek. the credit markets getting ready for more volatility. the ten-year treasury yield closing at 2.1%. its second lowest of the year. and energy, the biggest component of the high-yield market, the high yield etf down more than 1% in today's session. this s this finally the dip we've come upon that you should not want to buy? pete najarian? >> i don't agree with that. i think this is a dip i do want to buy because it started with energy. energy continues to accelerate to the down side but i think that provides opportunities in other areas of the market that are getting sold off that really probably shouldn't, at least to this degree. one name off the top, how about costco? costco came out wi

our traders are tim seymour, patriot and brian.seem to stop pressuring the broader market once again today. crude prices falling more than 3% after the international energy association cut its oil demand forecast. that move spooking investors with the major indices down more than 1% apiece. the dow down 4% this wiebe aeek. the credit markets getting ready for more volatility. the

. >> so, gene, to that -- this is tim seymour, talking about margins, because i think on the sales onine, we're getting to a place compwise, but where do you think they are on margins? that's the one part of the conversation that nobody is talking about. nobody is talking about effectively the demand side, which at one point the company was vilified for. >> i think that margings are going to inch their way up. they also get the benefit of the yield improvements and they also get the benefit of just greater iphone sales. so if you look from december to march, it's safe to say they're going to be flat, there might be a bit of up side to that, and investors are hyper focus odd that number. the big factor is how much demand is out there. we're a couple months away from the release. it's really tight, which is probably positive. >> gene, great to see you. thank for your time. gene mincer. >> thank you. >>> who here sees this as a buys opportunity. >> me. >> yeah? >> i think maybe it's caught up in find ago source of funds. you see heavy losses. maybe there's a lot of margin calls. they hav

in 2015, so let's get the traders' picks on which stocks they think will go from zero to hero, tim seymour. >> i think it's going to be 3-d systems, triple d. the bar is terribly low. massive short interest. these guys still have been largely in the prototype and not into the production. it's a place where people really need to be shown. and i think you're at a place where the valuation and the charts say this is a pretty interesting place for the stock. it's not expensive, relative to its peer group. it's trading around 30 times. it's getting to a place where they're starting to roll out in the consumer space. they have significant upside in the metal space. i think they've added new management. a lot of people were very critical that they were stretched thin. it's a name, it's a space, it's very exciting. we saw what momentum can do to the stock. momentum was totally off the charts. the final kick was my daughter last night, when we went to toys 'r' us, let's not go through that, said on her christmas list on 2015 is a 3-d printer. >> really? and how old is she? >> she's 6. it's crazy. >

tim seymour, michael levi. im is coming up with the "fast money" crew here at 5:00 and talking to apple's exposure to emerging markets. pressure on that name today, as well. >>> here, investors whiplashed after another volatile day and somebody's with us to spot bargains in the market despite the uncertainty with three names and hear them coming up. collapse in oil prices is devastating russia's economy and the currency. how worry should we be that russian president vladimir putin will lash out now that he's backed into what some say is a corner? that's next. this is a burrito made with chocolate, soybeans, and apricots. what kind of chef comes up with this? a chef working with ibm watson, on the cloud. ingredients are just data. watson turns big data into new ideas. and not just for food. watson is working with doctors and bankers to help transform their industries. today there's a new way to work. and it's made with ibm. >>> welcome back. awe eyes on russia as the market continues to fall. the rsx, russian etf

tim seymour, pete najarian, guy adami. some of the year's biggest winners are showing signs of slowing down. tesla, yahoo! u.s. steel and apple. let's kick takeoff with tesla. the stock has rallied since september 4th but since then down about 20%. >> they cut their numbers. what was interesting about that, they cut their numbers in half but left their overweight target and $320 price target on the stock. a journal article yesterday saying this low gas price is going to squeeze them and finally seems to be coming home to roost. you trade it in against 225 on the long side. pete, if he's playing it he's doing it through options. he can own the stock with a tight stop. that being $225. >> these low gas prices are posing a problem for tesla. if part of the growth story is them selling the lower end cars. we saw prius sales down 14%. >> i agree with you. the efficiency in the entire auto sector is what's hurting them. you're getting 40 to 50 miles per gallon without having to go electric or into some renewables. this is what y

tim seymour made it to the smart boards. what are you watching? >> i made it to russia back in '97. i think it sets up to tell you where ultimately russia could go if we see stability in oil. first of all, just to see where we went here. traded down to about 573. this is the same level we traded up to at the market in july of 1997. russia led up. the same level it hit and bounced off of back in the lows of 2009, and a level that we had to hold around here was the trend line, which it broke. what is it telling you? first of all, oil typically leads russia, except for the moments in history where russia has actually led oil down. that was 2008. remember when russia invaded georgia? this was before emerging markets really fell out of bed. but russia bottomed first. ultimately, russia is leading oil. so, my view here is if you look, russia is starting to rally back here. when oil started to stabilize, russia started to rally. russia doesn't need oil to go to 110. it needs oil to find a base. the russian budget is based on ruble revenues. these guys are right now only running a budget de

tim seymour and big moves in the market today. energy getting crushed. mcdonald's hurt by the strong dollar among other things. apple dragging down the daz nabbing and the momentum names getting hit hard. we are talking about go pro, twitter, tesla taking it on the chin. we will tell you what to do with all of those names coming up. we have to start with a move in oil. settling at a five-year low, down more than 4%. morgan stanley cutting the oil forecast late friday. is there any sign of a bomb coming in? i know you are not going to call bottom. >> i continue to stay along the airlines. this is the right trade. and conco phillips, just last minute we had unusual activity. it brought me into the name and it brought me into where i am. it looks broken down into the low end of the range. i like what they talked about. they talked about what they would be doing from a drilling perspective and an idea of what to expect. i think this stock hasn't bottomed, but i like it. >> they were going to cut capital 20%. are they expecting the move to be sustained? >> th

tim seymour, brian kelly, karen finerman, gil add having their worst day in 14 years. we've got somebody who says this is not the time to ditch the stock. but the technology sector sending the s&p to its 50th five-zero record close of the year. the tech sector hitting highest levels since 2000 with names like intel, cisco, apple, qualcomm leading the charge. every five trading days. every week. >> it's getting a little boring, frankly. i'd like to see something else going on. so listen, it is 50 straight -- not 50 straight but 50 out of 52 weeks we've had new highs, which is a little crazy. where else do you put your investment dollars? japan's telling you we don't want your money, switzerland is charging you negative interest rates. it's all coming to the u.s. as long as that continues, everything's going to be fine. the two thing i thought were interesting today -- i watch the u.s. dollar japanese yen because that's where a lot of money is coming from. you see that reverse i'd be concerned. but again, that's money coming in. i think the biggest risk for 2015 is that

tim seymour, pete najarian, guy adami.t winners are showing signs of slowing down. tesla, yahoo! u.s. steel and apple. let's kick takeoff with tesla. the stock has rallied since september 4th but since then down about 20%. >> they cut their numbers. what was interesting about that, they cut their numbers in half but left their overweight target and $320 price target

our traders on this new year's eve, tim seymour, jim leven

your traders are tim seymour, we've got the ceo and the first on cnbc interview coming up.th our top story here. oil versus the rest of the market. crude pulling back today after yesterday's pop. analysts say oil may not be rallying any time soon. revising the forecast for $65 for both 2015 and 2016. and citi saying if opec does nothing next year, the floor to be around 50

tim seymour, brian kelly, karen finerman, gil add having their worst day in 14 years.who says this is not the time to ditch the stock. but the technology sector sending the s&p to its 50th five-zero record close of the year. the tech sector hitting highest levels since 2000 with names like intel, cisco, apple, qualcomm leading the charge. every five trading days. every week. >> it's getting a little