"the new york times," vera bradley, or zipcar? now, the payoff.hich has dropped more than 17% year-to-date. >> welcome back. facebook's fade seems to have stemmed, but it's still well below the $38 ipo price. the soft price may be on the repair but facebook's debut still has investors with a pretty sour taste. we have a growing number of lawsuits facing this company now. knight capital down $30 million to $35 million simply because of the fallout over facebook. today billionaire mark cuban, the investor mark cuban, not only telling the public mobile is going to crush facebook, but he's buying shares simply to flip for profit. will it throw cold water on other technology ip os coming to market? >> david menlo is ipo of financial and says it has torched the psychology surrounding future ipos. on the other side, andy russell believes facebook has been tremendous for the industry despite the problems surrounding the ipo itself. david, you are mr. ipi o in my book. have you seen anything else like this? >> no. the intensity of the failure and the torch

. >> you're avoiding lulu lemon, true religion, vera bradley. any themes running through those names? >> true religion that's a pant company that's seen its best days behind it. lulu, a phenomenal company, given what's happened to other stocks we think it could be time to take a breather there. >> what about 5th and pacific, this is one we haven't talked about in a long time since liz claiborne changed its name to 5th and pacific. what are you seeing? >> they have a great brand called kate spade, mid and high end, an opportunity for operational turnaround, really one of our favorite stocks this year. >> ed, great to speak to you. thank you for your team. >>> switching gears to facebook. shares, as you probably know, have lost more than 25% of their value since the company went public about two weeks ago and fallout spreading. published reports say online travel site kayak pushing back timing in the wake of that tumultuous offering. ceo defending his bank's performance as lead underwriter on that ipo. in a weekly strategy meeting he told employee