i'm not telling you to buy ulta. go to @jimcramer and say that cramer recommended ulta.o, i don't like the promotional behavior. how can you raise your store account forecast like that with any certainty? dangerous to expand so quickly? go ask howard schultz at starbucks. and insiders do sell for many different reasons, you can't exactly get comfortable with super high speed store growth, since we have seen that wreck many a good company. but i told you last week's game plan, if ulta reported terrific numbers it would allow a whole other growth stocks to go higher, and ulta could be the umbrella ella which protects growth investors and allows them to buy aggressively with less worry and that's exactly what happened today. chipotle roared nine, pannera remember we were worried about starbucks, they rose 3. monster beverage, $1.32. ralph lauren, gained 2 bucks. problem with the action is nuts. how could that be? this chain of beauty salons have that kind of power? you have to understand how growth investing works. a stock like ulta blows away the numbers, and the mutual fu

ulta salon. one of the many great quarters in a row that have caused this stock to rally tremendously. how about a 60% year over year gain with this one, 30% year to date. i still want those gains. i don't want that 1% the treasury is giving me. you know me. i think you need to undergrow stock in your portfolio. let ulta be your guide. while people whine about the bear market, can i just say that you would have rather -- would you really have rather hidden cash or in an ulta salon? wednesday brings us crude inventories. okay, look, one of the underlying themes of this market that i think is so mystifying is oil. oil is in free fall. it's down 24%, pretty much in a straight line. we know that oil has become an asset that's bought and sold by hedge funds these days, not just something you used to fuel your car. at some point, this market is going to have to recognize the positive side of cheaper oil. there's been very little recognition so far. right now the market only cares that oil weakness must

let ulta be your guide. while people whine about the bear market, can i just say that you would have rather -- would you really have rather hidden cash or in an ulta salon? wednesday brings us crude inventories. okay, look, one of the underlying themes of this market that i think is so mystifying is oil. oil is in free fall. it's down 24%, pretty much in a straight line. we know that oil has become an asset that's bought and sold by hedge funds these days, not just something you used to fuel your car. at some point, this market is going to have to recognize the positive side of cheaper oil. there's been very little recognition so far. right now the market only cares that oil weakness must be some sort of portend for economic weakness. if we see a draw down in oil, that tells us the usage isn't falling off a cliff. that's what you find out on wednesdays. we might be able to find a bottom for one of the worst performing assets on earth. at this point, as counterintuitive as it may seem, a stabilization in oil,

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ulta also looking pretty good after some earnings, right? >> nothing can stop this company.othing has been able to stop this company. stock up 8%. they beat already increased guidance. earnings rose 50%. same store sales continue to rock. they're expanding like a fungus. >> yes, they are. >> and yet you have a problem with ulta. >> you know, it's little things that i love -- >> by the way, welcome back. >> it's the little things i'm looking at that may not mean anything right now that get me concerned. a company that's a growth story because it's opening new stores. the company comes out saying it's going to open not just 1,000 stores but now it's 1,200 stores. when will that happen? the company doesn't tell you. i start to see a promotional tendency when a company talks about new store openings five, six, seven years out. >> you've been here for a little over a year but i know you and respect you enough whenever there's a super fast growth story, you get nervous by it. you get nervous by companies growing rapidly and project maybe too far out. >> i don't like long-term proj

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ulta salon is up today. monster beverage is up year to date. you have been killing it on that end despite your negative contributors. >> yeah. those have been very positive contributors. the consumer space has been a space that we have done very, very well in. it fits our process. we focus on exceptional growth companies. and those have done well. >> yeah. we are talking earlier about how goldman sachs has taken its short position off the consumer discretionary. the discretionary space has held your fund to the 7% gain that we've seen thus far. you see that continuing, is that still a place to look for opportunity within this market? >> we think it is. there are many, many companies gaining market share in the consumer space. the consumer space is quite large. and at the moment it's not growing very fast, but it's not declining either in the domestic united states. so there's a lot of opportunities like ulta and pet smart and monster beverage that are doing really well and making money. >> where else can we look? dollar tree is on your list. th

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>> monster beverage and ulta salon are the two great growth stokes of the year. >> sherwin and williams like it earlier, he still didn't like it. wake up and smell the paint. >> big data has kbn ream down. i like this call. skbl what's coming up tonight? >> my kind of stock, america and electric power. nice yield, dprout. real america niek likes snap on tools. cash rich, confidence poor. >> i like that kbie pinch hitter. that's america. that's an vesting view. when when he come back, a lot more "squawk on the street" when we return. [ male announcer ] this is anna, her long day teaching the perfect swing begins with back pain and a choice. take advil, and maybe have to take up to four in a day. or take aleve, which can relieve pain all day with just two pills. good eye. in here, great food demands a great presentation. so at&t showed corporate caterers how to better collaborate by using a mobile solution, in a whole new way. using real-time photo sharing abilities, they can create and maintain high standards, from kitchen to table. this technology allows us to collaborate with our drive