people have been uninvested in stocks the last 5-10 years. they are afraid of missing this rally.nd that's what's going on here more than anything. stay globally diversified. go in places that haven't moved. keep some cash on the side and don't try to time this. gary: shelley did join us last year on the show when everybody was hating the market. you talked about the fact there that there were publicly traded equity firms that were under trade. i know you are a holder of fort rirks s. what do you think of the publicly traded private equity firms now? >> we like them. they have had big substantial moves and pay big dividend yields. tough see some of the policies -- if you are going to see some of the policies trump has telegraphed. you saw an announcement that kraft was going after union labor. you will see more cash in the system. interest rates will remain lower for longer which will keep cheap noney around. >> your best ideas right now, knowing what you know about a few question marks. and whether the fed is less powerful than president trump is. >> i think the fed will raise ra

the sector uninvestable. much more "mad money" ahead.nd you've heard plenty about facebook, apple, netflix, alphabet, but could old tech offer something newer tech doesn't? i'm going off the charts to find out. >>> and it's one of the few insurance companies that successfully managed to navigate the offeraffordable care act. >>> and all your calls rapid fire in tonight's edition of the "lightning round." so stick with cramer. >>> okay. it's not been a particularly good time to own old school tech stocks. most investors would rather stick with the red-hot banks, maybe the industrials. they're shooting the lights out. stocks tend to do really well when the economy expands. even within the technology cohort itself, most of our focus has been focused on the semi-conductor names as late. you know, the internet of all things kinds of stocks. and of course, fang, facebook, alphabet, you know. facebook, amazon, netflix. i've got to change it to fanta. it's just not working anymore. people stick with fang. the "g" is obviously google. still, ther

as a premise, it is uninvestable. it was $75. now it's $17. it has been a one way story.own and to the right. at some point, can you make a trade? >> there's an exception to that. around the current valuation of about $12 billion or so, there has been like the very tepid response by the street. the fact is, every time it's gotten down 15, 14. you've done this trade several times. and several times it's been successful. i do like that because relatively speaking -- >> enough snap. >> somebody will figure out how to make some money. >> are you putting bunny ears on me? >> yeah, right. >> options action. check out our website. we've got this week's super bowl winner. just wanted to see if you were listening. while you're there, check out our super cool news letter. here's what's coming up next. >> mom, dad! it's evil! don't touch it. >> that's what traders are saying about one crucial group of stocks. we'll tell you what they are and what it could mean for the rally. plus, how would you like disney shares for less than a dollar? >> okay, it's a deal. >> you've got it, mickey

as an asset and premise, it's uninvestable, $75 and here we are three years later $17 and one way story. down and to the right. at some point can you make a trade? -- >> there's a bit of an exception to that. around this current valuation of about $12 billion or so there has been this very tepid response. every time it's gotten down, you've done this trade several times and several times it's been successful. i do like just simply because relatively speaking, social media property value -- >> people aren't going to get enough snap. >> somebody will figure out how to make money off the thing. >> to keep -- >> maybe, are you putting bunny ears. >> and puking rainbows. >> if you have a question out there or check out our website, options actions.cnbc.com. we have this week's super bowl winner. want to see if you're listening. here's what's coming up next. >> mom, dad, it's evil, don't touch it. >> that's what traders are saying about one crucial group of stocks. we'll tell you what they are and what it could mean for the rally. how would you like disney shares for less than a dollar? >> ok

board of directors also voted to deny any 2016 bonuses to those executives and they'll forfeit uninvestedstock options. wells fargo has been heavily criticized since it discovered employees opened up to 2 million banking credit card accounts without customer authorization. >>> american and united airlines started selling cheaper basic economy fares. the cheaper fares come with restrictions, though. you can't pick a seat when you buy the ticket. you're the last to board. you may only carry on an item small enough to fit under the seat. and no access to the overhead bin. savings over regular economy fare looks to be about $40 on a round trip ticket. >>> u.p.s. tested home delivery by drone. the test was conducted in tampa, florida. the drone was launched from a u.p.s. car roof, flew autonomously to its destination, dropped off a package and returned. the test went as planned. drones may prove particularly useful in rural areas. >>> here in new york city, kellogg's opened a temporary pop-tarts cafe. the popular breakfast treat has really been transformed. the menu includes a personal pop-tar

as an asset and premise it's uninvestable.t was at $75, christmas 13, here where are at $17, a one-way story down to the right. at some point can you make a trade there -- >> well there is a bit of an exception to that. a round of current evaluation of -- valuation of $12 billion or so. there has been this tepid response by the street. every time it's gotten down 15, $14 you've done the trade several times and several times it's been successful. i like that because relatively speaking -- social media party -- >> somebody will figure out how to make some money. with an $8 billion valuation. >> you don't need them. >> i got them. >> are you putting bunny ears on me? >> yeah, right. and you're puking rainbows. >> got a question send us a tweet. for everything op opgss action check out our website. we have this week's super bowl winner. just wanted to see if you were listening. while you're there, check out our super cool news letter. here's what's coming up next. >> mom, dad! it's evil! don't touch it. >> that's what traders are

." >> seven weeks ago one retail analyst told us the sector was, quote, uninvestable. now he's back and says there's a light at the end of the tunnel. we've hit a bottom for several big names nap. that's next. >>> plus, president trump calls for more defense spending. value in the sector and traders are picking targets. the "halftime report" with scott wapner is back in two minutes. where to get in... where to get out. if only the gns were as obvio when you trade. fidelity's active trader pro can help you find smarter entry and exit points and can help protect your potential profits. fidelity -- where smarter investorwill always be. if only the signs were as obvious when you trade. fidelity's active trader pro cahelp you find smarter entry and exit points and can help protect your potentialrofits. fidelity -- where smarter investors will always be. is it because so man go after it the same way? chasing after ort termeturns. instead if getti caught up with the crowd, the instnt manags at pgim take a long term view, teaming specialized active investing with risk-manageme

. >> some wonder whether the voting structure, ie rights, make it uninvestable or not.oes that matter to you? >> you know, people play a game with this. they kind of look the other way say if it's going up, i want to be -- it's like a chip in the game. but i think this is one the corporate governance is not exactly what i want. >> yeah, but facebook, i mean, zuckerberg has full control, google guys have full control. we've seen this. by the way you can make the other argument that they're going to be much more long-term oriented. they're not going to care as much about shareholder basis. >> i like that. >> whims when it comes to quarterly numbers. >> and this is a much better story. >> and keep eye on longer term prize. >> do you think it's not a much better story than twitter. >> is it hard to be much better story -- >> oh. you know, groupon was never really what you wanted it to be. >> that is a nasty -- >> zynga. >> okay, zynga, groupon, gopro and fitbit, you're dissing them worse than i did. >> a two of clubs, three of clubs, four -- >> that's a hand. >> a lot more