comparemela.com

First we start with chaos on capitol hill as it took down stocks again, the dow sinking and ending the day down triple digits this as protesters in d. C. Has emerged as uncertainty swirls around the final draft of the tax bill ylan mui is on capitol hill for us tonight reporter scott, this is really democrats last stand to try to block this tax bill they stormed Office Buildings here on capitol hill today they were chanting tax the rich, not the sick. They also said, kill this bill, dont kill us. We saw the protesters sitting down on the floor, trying to block the entrances to lawmakers offices they were blocking the hallways as well. We saw several people getting arrested, about 300 protesters at all were expected here today. They were targeting lawmakers who represent swing districts, republicans who might be representing purple districts. For democrats, this is really now more about just the tax bill they now are looking at this as a health care issue, because the Senate Version of the bill repeals the individual mandate theyre also talking about immigration, because thats been swept up into all of these different negotiations as well for republicans, theyre trying to separate all these issues they say the tax bill does not is not contingent on a government funding bill or on an immigration deal and house ways and Means Committee chairman kevin brady spoke to reporters an hour ago he said house members feel very strongly that both the individual and the corporate alternative minimum tax should be repealed. Thats much stronger language than hes used before. He says theyre looking at some different options to deal with the state and local tax deduction. There is currently a 10,000 deduction for property taxes in the bill that could be expanded to include income tax and sales tax as well. Theyre also looking at tweaking the International Side of the tax code as had they hear back businesses the senate has to vote in order to kick start the conference process, scott were expecting that vote could come as early as tomorrow. Back to you. Ylan, thank you so much, ylan mui for us on capitol hill is this tax plan in trouble or will we see tax cuts by christmas . And what does that mean for the rally as we close out the year is that what this is all about, fears over the tax plan . Well, yeah, i think thats lot to do with it. These headlines about Deutsche Bank have to do with it. North korea, some of the rhetoric coming out of there has to do with it. China, the fact that tenyear yields are 4 there and that economy seems to be slowing has something to do with it. But tax does absolutely have something to do with it. The first in, first out thats a big deal it is, you can no longer cherry pick what stocks you pick for capital gains, that was part of the selloff today the vix is not telling what you the concern is right now the level, tim, of the reversals over the last couple of days is different than what were used to and doesnt feel normal to reverse 300 points yesterday and be down triple digits today, whats going on . We could make that same call on Technology Stock that are down in less than two weeks, in higher flying chips. This is a dynamic of where we are at the end of the year this could be lifo fifo fear largely what youre having here is i think, the act has happened now were waiting for detail what you can start to do and youll continue to see is rotation into financials, industrials, and retail. I think something that stays alive, but we need more detail if you start to get you know, 2019 in terms of the senate bill is where you start to enact the Corporate Tax cuts thats how people are starting to trade this. Who gets the benefit, who doesnt. Im not too alarmed, frankly after the run weve had, and weve priced in small caps 16 up with the transports really what banks have done in the last week is extraordinary dan, some are saying that people are incentivized to sell stocks now when they otherwise wouldnt even be thinking of doing so because of changes until the tax code that could be more punitive next year than now. Thats right. Its kind of counterintuitive. You wouldnt think so. You guys were discussing that, the network was discussing it modified day thats one of the things people put their finger on as far as Technology Stocks over the last few days as some of this, some of the plan has kind of come out. A lot of the problem here is you started off the conversation with, is this about tax. Its also about budget this week its also about if the government were to shut down, what does it mean for the timetables of the taxes . We know theres a lot of cyclical stocks that like the prospects of this bill getting signed on saturday morning so what have we done now weve actually opened high, right, yesterday morning, we closed at lows, every major index. The s p is down 1. 5 , nasdaq is down 2 , russell 2000 is down 3 i think more importantly, to your point, scott, is that this smh, the semiconductor etf, is down 8 from its highs just last tuesday. Other stocks are down a lot more facebook is down can i tell you something . We havent had a proper selloff since the First Quarter of 2016. No one knows what it feels like anymore. If this thing snowballs, you dont think there would be a lot of people heading for the doors at the same time we just havent seen it yet. So i dont know. These reversals dont feel normal, to be up 300 points yesterday, to peel it all back, and today youre firmly in positive territory and then to peel it all back scott, a lot of this hasnt felt normal, i will agree with that the diversion youve seen between small caps and triple qs, thats something you dont see. They often trade together, they should be trading together, theres sickcyclicality to these trades the equity markets and debt markets that have been rallying is a 100year event for markets. So were there a 3 pullback is something we havent seen since the First Quarter of 2016. Thats not normal. We have absolutely no clarity. Some people are looking for the sell button. Its part of the whole rotation weve seen this has gone on all year. You and i talk about it on halftime all year. Rotation, rotation, rotation some of it gets a little faster. Right now i think because of the tax plan, theyre going after certain areas. When you look at what the chips have done up to this point, an 8 pullback is nothing i go through all the faangs and most of the major nasdaq big tech companies, not one of them is off more than 10 except netflix. The chip stocks have pulled back 8 , thats over three or four days, though. The speed at which theyve pulled back and the fact that they havent recovered at all. The speed and velocity of this market is something weve been talking about a little bit more, a little bit more, the speed, how fast things start to move around. Take a look at financials. Since thanksgiving, theyre up 15 , some far more than that, bank of america 24 . Some of these names have rocketed to the upside look at the movement in some of those names. Weve not had a sell the rips market at all. Now all of a sudden theyre not really selling it, scott. I would push back a little bit the market was up nearly 350 yesterday, i get that, but at some point you really do sell the fat. That goes on all the time. I dont care what the news is. What weve seen, i agree with pete, the rotation has been very powerful in the financials, in a way that counterbalances i think those two moves are extremely balanced im wondering if the narrative over techniciaxes hasd sentiment on wall street the impact on new york, california, other areas, maybe people are starting to think about that, steve weiss putting out a note that was interesting, a market that weve never seen before after being up so strongly throughout the year, figuring youre going to get a santa claus rally, and now people wondering maybe i should actually sell stocks now because conditions are going to be more punitive next year i think thats fair it would make more sense if the vix was at 15 instead of closing lower on the day well give you that pass youre talking about levels we havent seen in 15 years in terms of two tens. Ill give you one more thats concerning but not overly so you take a look at the hsi, trading over 30,000 about a week or so ago, trading 28,000 now. I only mention it because look where we topped out at the end of 2008. Anybody buying today . I bought some puts. This was a short time frayed this week. Weve opened on the highs and closed on the lows for two days in a row now 45 of that is amazon, microsoft, facebook, google, 45 . I think well get a followthrough for the next couple of days the semis will have to watch themselves micron, for instance. The entire group of semis, you cant just put them all in one shot there are some trading better than others. Intel is off but smh there you go, youre putting them all in one. I like to go for the individuals. Wells fargo, look at the move weve seen out of that, look at target, names fighting against what were seeing which is a selloff in the markets and theyre moving to the upside i like some of these names i think there are other opportunities out there. Im waiting for the selloffs in some of these tech names to want to add but i keep waiting down 4, 5 , thats not enough the blackstones, the etrades, those are the places you take profits i had some etrades i traded eats been a good run these are places where youve got so much euphoria wrapped up into the market. The wealth effect of people, people are nervous here. I think its a good place. Coming up, starbucks cooling off this year, that stock down 8 from its 52week high its doing something with china that might have you pressing the buy button, well explain coming up plus even with todays selloff, Retail Stocks are up a staggering 10 over the past month. Have they suddenly gone from trade to investment . And later, guy adami is on fire when it comes to the fast pitch. He says one media stock is up 20 in the past month, still a screaming buy. Hell explain why. Much more fast moneys xt ine this is not a cloud. This is a tomato tracked from farm to table on a blockchain, helping keep shoppers safe. This is a financial Transaction Secure from hacks and threats others cant see. This is a skyscraper whose elevators use iot data and ai to help thousands get to work safely and efficiently. This is not the cloud you know. This is the ibm cloud. The ibm cloud is the cloud for business. Yours. Witness katy perry. Witness katy perry become a legal witness. Witness katy perry and left shark. Or a card shark. Grandma . Witness katy perry work. Witness katy perry firework. Witness katy perry swish. Witness katy perry. Aaaaaaw look at that dog katy perry with music videos and behind the scenes footage, xfinity lets you witness all things me. Welcome back to fast money. Starbucks teaming up with alibaba to ramp up its presence in china heres what executive chairman Howard Schultz had to say all the way from shanghai on squawk. Weve been here 18 years. And many people dont realize for the first nine years we were not very successful. So there was a lot of pressure on us early on to kind of close the tent and say its not benefit to work. But i think we had to have patience and we had to have a deep commitment to being locally relevant and understanding i dont want to embarrasses j j, but you also have to have friend here starbucks china ceo says theyre adding one store in china approximately every 15 hours, how staggering is that . Although it hasnt helped the stock price. Its fine, starbucks is up 10 off the lows the u. S. Has grown 3 , china is growing 8 the message here is that starbucks may in fact be one of the most successful u. S. Multinationals that really are inculcating themselves into the Chinese Culture with their partners and their customers theyve got alibaba, location and Mobility Software allowing them to know their customer when they walk in alibaba is very important. This growth in china, theyre going to have 2,000 stores in 2021 thats extraordinary growth. I dont think thats in the price. I trying agree with tim its like nike, everybody focuses on north america, which is a mistake you have to figure out where theyre going to grow internationally. China is clearly where it is i think 9 was the number for nike in terms of their growth in china. Look at the growth for starbucks and the fact that hes bravembrd the culture, something they didnt do early on when starbucks reported a month ago the stock was trading at 54 after the results, people didnt love it a few weeks earlier, nike was trading at 54. Both stocks went straight to 60, despite poor valuation im not certain either stack has a whole heck of a lot from here on out. If you have the trade right, then you have it right but its kind of an interesting setup for the two of them. If you look at the fourth quarter, it wasnt a great quarter. They missed on revenue, the comps are up 2 , the street was looking for 3. You had a selloff in the aftermarket, the stock traded down, reversed, its off to the races ever since bad earnings report, good price action not unlike what weve seen with disney over the last couple of weeks. It leads me to believe maybe it tests the old high at 65 or so ahead, investors appetite for fast food is beefing up. The companies are doing something that could have the stocks surging well explain. Meantime, heres what else is coming up on fast im as mad as hell and im not going to take this anymore thats how commodities King Dennis Gartman feels about the exchanges listing bitcoin. Hes got a stern warning for investors. And guy is pitching one beatendown stock thats fallen over 30 this year he says the bottom is in and hell give up the name, when fast money returns for your heart. Your joints. Or your digestion. So why wouldnt you take something for the most important part of you. Your brain. With an ingredient originally found in jellyfish, prevagen is now the number one selling brain Health Supplement in drug stores nationwide. Prevagen. The name to remember. Welcome back to fast money. Despite todays 1 drop, retail is up recently dom chu is in the newsroom to break it all down. Reporter dont call it a comeba comeback, scott. Well maybe well call it a comeback if we look at the spyder retail level, its gained around 13 since november 7th, even with the down day today its 88 small stocks some of the biggest shorter winners have been among the biggest losers year to date. Dicks sporting goods, onemonth return, 23 , still down 43 year to date. Department store macys, one month return, 38 . Still down 29 year to date. Then theres foot locker, a stock that surged 45 in that span, yet is still down 38 for the year to date period. Now, this is a run thats taken the industry to some statistically rare levels to the upside, something people call overbought its prompting questions about whether retail has gone a little too far, too fast. Another thing to keep an eye on. The 88 stocks in that retail etf, 30 are trading below their 200day average price. Scott, theres still a good amount of ground to cover before retail can recover some of its past glory thanks so much, dom chu in our newsroom can you trust this retail bounce, gentlemen . First of all, from a tax perfe perspective, theres a lot in there for retailers. If you look at the analysts on wall street, theyve started to impute what this means for 2018 or 19 the other dynamic is a sentiment boost for certain sectors. A lot of these guys were painted with a brush that they were going to be put out of business by amazon. I think that was wrong some of these guys will change their game, no question. Some of the legacy guys are performing, were seeing that with walmart i think its seasonal i know some of you guys picked off some of these Department Stores off the lows. I think when the calendar turns well be right back to that narrative where amazon were overstored when it comes to Department Stores. There may be some guys who get a second breath like whole foods with the amazon deal, you may see some deals like that i think that the retailers out there that are going to have success have to prove it and continue to have to prove it how are they doing in the ecommerce world nike is killing it walmart, obviously that gets better and better each quarter as long as they can compete in the online world with the amazon, the big elephant, if they can compete, they can win, because theyve got great distribution but theyve got to have the distribution on top of the ecommerce i agree target, they got 1700 stores. Walmart has stores theres an easy way for them to be competitive we also have Third Quarter numbers just through the season. I would push back and say the xrt last year was down 15 in december we were going through we had really easy comps this year but you cant tell me they rally all the time on Holiday Season hold on hold on. Tim. These stocks last year they got destroyed this time of year. Okay. Im ready now heres the deal these stocks were so beaten down into q3 results heading into november you had this massive snapback. It didnt matter what the results were we just talked about it with nike and starbucks they all rallied. Every single one of them and thats not true either. Look at target [ simultaneous speaking most of these names i would agree, like a macys. Huge Short Interest. Part of that is what propelled them target doesnt have that huge shortage yet target has gone from that was guys power pitch a couple of weeks ago. It was my power pitch it was mine fast pitch. Good call, though fast pitch. Guy, get in here. What do you got . We got bob nardelli i was going to move on anyway they werent ready over there. Who is they the prompter was sitting in discuss mode the aforementioned bob nardelli, a throwback to your days in the boardroom. The best way to have a great quarter in retail is to have a terrible performance the year before same store comps go through the roof youre right on that point thank you theres a seize nationaliaso. My experience in having run outdoor sporting goods, gun companies, theres a lot of seasonality. Youve got the hunting season. Macys had to reinvent themselves they were really in the tank i dont know what they did on pricing and so forth again, theres some seasonality there. Foot locker, same thing. They really got in the ditch for a while. Theyre start to come back i know the ceo personally, great guy. Hes working with some seasonality. I think whats happening in retail, we talked a little bit about it here among ourselves, some of us that are old enough, i guess me and possibly guy. Remember when the revolution was drivethrough windows, right . I mean, thats what wow, what a revelation today its all about speed of delivery when youve got amazon with prime, and uber delivery, i was at the house the other night, the doorbell rang, the uber guy is there with two rvs and onion rings. I said, what is this he said, somebody in your house ordered two rvs and onion rings. This instant gratification, the ability to get what you want, a big tv or six triplea batteries from amazon, i think what well see Going Forward is instant gratification. If you look at the internet of things, artificial intelligence, i visited with some of the great marketing companies. For example, put a sensor on a gallon of milk, when its halfway down its going to automatically reorder for you. Alexa will help you do all that. One of the greatest innovations we see is with alexa through amazon you know, you either innovate or in the retail side, if youre in apparel, youre kind of stuck with what the designers give you for that seasonality. In home depot theyre innovating every day. New products, putting in new brands and a lot of what comes out of the big box at home depot, we were really blessed, when you think about lumber, probably not as portable. When you think about Christmas Trees and you think about the garden area, probably not that portable but clearly instant gratification, millenials are really going to determine the future and the technology thats going to be fundamental to run an effective retail store. When we talk about starbucks, think about kentucky fried chicken. Culture is what put them over the top. They made it a familyfriendly center for the children and the grandparents to cluster and to have those discussions hes exactly right we went into china, we missed it we were used to people, you know, do it yourself, and over there its all about do it for me because of the rates and prices and labor so i think retail has a future youve got to have omni channel. You have to mix bricks with clicks, to your points those that are successful in being able to do that effectively, one of the beauties about ordering online is you know theyve got the product youre not going to make a trip and find out, whoops, they dont have what im looking for, right . I think these are all emerging trends there is a future for retail but weve also got some trading down around 3. Theres going to be some fallout. Those stores that were landmark stars or anchor stores for malls like jcpenneys or sears, theyre in trouble they havent been able to reinvent themselves. Clearly you think some of this bounce has been too far, too fast i think theres seasonality, a lot of seasonality i mean, at home depot, when you got into spring, garden would push you right over the top, right . So there is some seasonality the consumer is feeling pretty confident because of what you guys said earlier, on tax and rebates and so forth theres some confidence out there. Gdp at 3. 3, unemployment is down, people feel pretty good. Would you run a big box retailer if somebody asked you to do that in the environment that were in, would you take a retail ceo job today . Well, as an old football player, you would rather be on the field than on the bench. And so, yeah, i dont want to take one in the ditch, quite honestly, but yeah, i wouldnt mind there arent that many at the 50yard line difficult, right there are some out there. Costco, best buy. Costco is doing great, right . If you look at their performance, you look at the fence line and the deals its like a treasure hunt. If you dont go into costco every weekend, youre going to miss out on something. Theyve got that attraction about coming in, finding a heck of a deal. If you wait a week, its gone. They do a magnificent job of sell in and sell out they dont restock a lot of the products they have in there. Good to have you, happy holidays, well see you soon bob nardelli you want to trade this legend. Tell me one quick thought pete pitched this the other day. Weve been bullish collectively in home depot since frank blake was there. 22 times forward earnings. Concern over the summer was it was going to be amazon that proved to be false. They have a great balance sheet. They continue to grow. Valuation is reasonable. You talked about being on the 50yard line home depot has been on the goal line now for the last decade and they dont have too much floor space. Bob is talking about jcpenneys and a sears that are ubiquitous and theres way too much floor space out there. Home improvement guys have not been doing that. Theyre paying some of the highest effective tax rates in the sector these guys absolutely benefit from this. Home depot has been investing in Services Side of their business. Its about valuation. Its about efficiency. And the online experience. He said it, bricks and clicks. If you are a part of all of those and fundamentally you have a sound company, you know that home depot is so shareholder friendly, they bought back 35 of their shares in the last ten years . These guys have done everything right to compete in the world were in you said something really important, you guys on that side of the desk missed it, but we got it he talked about alexa, and the only people having that going on right now is amazon. When you talk about ecommerce, its still Single Digits percentage of their sales. Why are you guys looking at me like this . Weve moved on to the broader retail what im saying is, i think amazon is going to start flexing their muscles on these guys next year, putting together ai, voice, iot, the sevnsorsensors. But theyve been doing that im confused are you telling me theyre going to disrupt home depot . No, not home depot. Im talking about the other loser retailers that you like. Thats meanspirited, there are good people that work at them one trader is betting that best buys run is done what did you see very near term. This is something i know that pete looks at this stuff once in a while, when you see short dated options purchased. Best buy has massively outperformed the retail space, its up 15 in just the last couple of weeks. It was the largest trade of the day, a buy of december 60 puts, a trader paid 56 cents to open those things break even at 59. 44, down 5 from the trading price. You have a oneyear chart here, the thing has been pretty rangebound, it had that recent rally. This trader is obviously looking for a short term pullback over the next six or seven trading days, could be protection. To me, range bound stock the stock had a big gap after earnings there are no identifying events between here and then other than the fed. Near term protection, possibly all right for more options action check out the full show friday at 5 30 are you on ill be on. Good stuff. Fast food, fast profits. Mcdonalds and shake shack are the story in the last few months and one of those names did something thats beefing up the competition. Plus guy has been knocking pitch after pitch out of the park can he do it again with his new call much more fast money after this see thats funny, i thought you traded options. Im not really a wall street guy. Whats the hesitation . Eh, it just feels too complicated, you know . Well sure, at first, but jj can help you with that. Jj, will you break it down for this gentleman . Hey, ian. You know, at Td Ameritrade, we can walk you through your options trades step by step until youre comfortable. I could be up for that. Thats taking options trading from wall st. To main st. Hey guys, wanna play some pool . Eh, im not really a pool guy. Whats the hesitation . Its just complicated. Stepbystep options trading support from Td Ameritrade we are the driven. The dedicated. The overachievers. We know our best investment is in ourselves. We dont take no for an answer. We fight for what we want. Even for the things that were once a given. Going to college. Buying a home. And not being in debt for it for the rest of our lives. But were only as strong as our community. Who inspires and pushes us to go further than we could ever go alone. Sofi. Get there sooner. Were back on fast money. Time for an instant replay in july, in the heat of summer, guy said that red hat was going to be breaking out were not nearly near the alltime high in 99, 2000 this is a stock that despite valuation still has room to the upside why . Theyre pretty much the only game in town mmhmm. I had to gather myself whats wrong with you what happened . Look at that thing. Hes cracking me up recently weve seen red hat have a big run guy, nice job for you. With technology over the last couple of weeks, red hat has not been immune. But i think youll get a pleasant surprise six days before christmas guy, youve been on fire so much, i think its time for you to give us another great fast pitch, when scott comes back thank you, tim. Im back now. Welcome back, scott this is a pitch for ou, folks. What has been in the news recently all these media stocks, all these content stocks what will i give you today disca, Discovery Communications. They just upped their stake in o. W. N. , the Oprah Winfrey network, being one of the great activists in the stock market, as it turns out. What else . Huge Short Interest in this name, ridiculous Short Interest. Names you dont want to be short in the current environment we find ourselves in. What is that environment reasonable valuation and a hint of m a all around us. I think Discovery Communications is very interesting. You saw mr. Zazlov with an interview with the great Julia Boorstin does anyone have a question for guy . I do. Ultimately, guy, you could make an argument these guys were going the way of viacom, where people failed to see the value in their content until we got the recent bid for fox what happens when one of the two Major Players gets taken out and theres nothing left for these guys when they have nobody left to take them to the prom, thats a good question. Maybe we fall back to that 16 level we just bounced from currently, in the environment we find ourselves in, youre going to get shoot first, ask questions later. Shoot first in this stock means cover you short, which means we could see it run up to levels we last saw last september, close to 27 or 28 any more questions i like what youre talking about valuationwise in terms of content, guy, are there any concerns where are they weak right now, discovery . Theyre weak in every place but the Oprah Winfrey network. Im turning around and facing you guys you can turn around whenever you want whats so funny its like a comedy show. A stake in Oprah Winfrey network is significant and substantial do you want me to complete this no, i had it right. I had it lets vote. Show your votes. I like what guy is pitching, it makes a lot of sense to me. Pete, youre up theres upside here timmy i agree with him. I mean, i own viacom for the same reason. I think content was muchmaligned. Theres truly value here and these guys trade cheap i dont agree where were you guys at 16 a couple of weeks ago . We talked about it we did . You should have done your power pitch a couple of weeks ago. I just really feel like its a really levered company and a lot cheaper two weeks ago. Did guys pitch for discovery make you want to buy the stock vote in our poll, well reveal the results later in the show. Bitcoin bear Dennis Gartman says there are three things that need to happen for him to turn bullish on the currency. Hell tell us when fast returns. And the wolf huffed and puffed. Like you do sometimes, grandpa . Well, when you have copd, it can be hard to breathe. It can be hard to get air out, which can make it hard to get air in. So i talked to my doctor. She said. Symbicort could help you breathe better, starting within 5 minutes. Symbicort doesnt replace a rescue inhaler for sudden symptoms. Symbicort helps provide significant improvement of your lung function. Symbicort is for copd, including chronic bronchitis and emphysema. It should not be taken more than twice a day. Symbicort contains formoterol. Medicines like formoterol increase the risk of death from asthma problems. Symbicort may increase your risk of lung infections, osteoporosis, and some eye problems. You should tell your doctor if you have a heart condition or high Blood Pressure before taking it. Symbicort could mean a day with better breathing. Watch out, piggies child giggles symbicort. Breathe better starting within 5 minutes. Get symbicort free for up to one year. Visit saveonsymbicort. Com today to learn more. Welcome back to fast. The fast food price wars are heating up thats not hurting stocks. Kate rogers is in the newsroom with more. Reporter hey there, scott. Fast food competition has been fierce in 2017 it looks like that trend will continue into the new year mcdonalds announced on monday its plans for new value menus with items from 1, 2, and 3 the new dollar menus will be released on january 4th and will include any size soft drinks and cheeseburgers for 1 taco bell reminding diners it has 20 items on its value menu for just a dollar. Theyll roll out more throughout 2018 mcdonalds price cuts arent limited to food. Theyve moved into the coffee arena, putting it in tighter competition with dunkin doughnuts for breakfast. Dinkin had a new 52week high today. Mcdonalds is up 40 in 2017. Yum brands, the parent of taco bell, isnt far behind, up 30 year to date these drops could wind up squeezing stores and franchisees as labor and food costs increase over time. All this price cutting is interesting on a day when starbucks is going in the opposite direction, opening up its first reserve roastery in shanghai scott . Kate rogers back in the newsroom for it. Lets trade it i think the initiatives continue to grow the price target, 200 bucks yes again, what very have here, its a name where youre getting execution on a global brand with new strategies in the Retail Sector i still think shake shack, where guy worked for a couple of hours last week, is interesting, not because the valuation is interesting but because these guys are starting to grow in ways that i wasnt sure they could. Oh, look at that. Ive seen this many times at least feign some sort of interest, just fake it wow, thats a great segment, guy. A couple of weeks ago we did a thing called the dating game, we talked about what stocks are interesting here i said, take a look at bloomin brands i said, very interesting, its not about an italian place its all about outback steak house, theyre blooming onions Jana Partners just took a stake in the stock why did you give me that stare . Because i didnt know what you were talking about with blooming onion ive never been to an outback. America, help me out. I think yum is an opportunity as well. I think theres still growth there. You know what, they do have price preciossures, all these gs do, but they make it on the liquid side. If they can make it somewhere, theyre going to make it all these places, wendys included yum brands has been outperforming yum china which was supposed to be the high growth fast food over casual dining has been the trade you talked about mcdonalds, remember dominos was a tech story . That stock acts horrible, down 15 from the alltime highs of a few months ago this is really important, this was a growth story, obviously, there was a lot of levers and stuff they were pulling. Sales and earnings are supposed to decelerate next year, to 22 next year, 27 times. This is an expensive stock this is one i actually think is a different story. The Global Growth story there is to me why you own dominos. These guys have a lot of room to consolidate a pizza market especially around the world, theyre a name brand thats actually grown funny you should mention dominos. You have video of that too . What do you have, like a button or something . Brilliant look at him go. If dominos started to use ups to deliver their pizzas instead of guys riding around the neighborhood, you might be able to see a picture of guy loading dominos pizzas that was terrible cheese motion that was the worst cheese motion ever. You would be shocked at how many takes that took he dropped it i want to go to the cheese again. Look at my ladle right there. Here comes the cheese wait for it where are your gloves the cheese is supposed to be going on the pizza i dont like the fact that you jammed your hand in there bare handed. The countdown to Bitcoin Futures is on as it continues to soar to new highs. One bitcoin bear is sticking to his guns is there anything that would turn dennis rtgaman bullish . Well find out when fast money comes back witness katy perry. Witness katy perry become a legal witness. Witness katy perry and left shark. Or a card shark. Grandma . Witness katy perry work. Witness katy perry firework. Witness katy perry swish. Witness katy perry. Aaaaaaw look at that dog katy perry with music videos and behind the scenes footage, xfinity lets you witness all things me. Were back on fast money. Hes been bearish on oil hes been bearish on stocks. Back in november we learned that Dennis Gartman was also bearish on bitcoin this is a market where, for criminals. This is a market for millenials. This is a market for pure punters. Theres no value here whatsoever if it wants to go to 10,000, let it go, if it wants to go to zero, let it go. I shall not trade it since then bitcoin didnt just go to 10,000 it actually doubled in value and is now a stones throw away from reaching 12,000 this leads us to wonder, with bitcoin hitting another record high today, what would it take for bitcoins biggest bear to change his mind . Lets ask him. Dennis, good to see you again. Good to be seen are you still sitting out this parade . Oh, absolutely. Ly i will sit this parade out until time goes by, until theres credibility given to this quasi product, until regulations control it, until prices decline if bitcoin was supposed to be a currency rather than some quasi store of value, when it becomes a currency and stabilizes, ill be interested. Until then, i wont be can it go to 15,000 . Sure it will go without me. You dont think its been legitimized by the cme group no. And by others it is being some sense of legitimacy by the cboe and the cme, my old trading ground clearly that has given some legitimacy when they begin to pay taxes on it, when it ceases to be an avenue for avoiding taxes, when it ceases to be a place where drug dealers are trading and making transactions, then ill be interested. I would much rather own steel, i would much rather own ships, i would much rather own land bitcoin is the modern day tulip bulb mania i will let others trade it i wont trade it either on the long side or the short side. I wish those who have done well continue to do well. But it will do it without me the whole notion of it having to be a currency, you make a lot of good points about it, and there were a lot of people who didnt buy internet stocks 20 years ago or ten years ago to me everyone doesnt have to be in there. But you have obviously been a huge proponent of gold gold is not a currency its a store of value. If you look at what the guy said earlier today on cnbc, why cant you buy into the notion that its a storeof value with Massive Network effects . The different between gold and bitcoin is that gold, on a really volatile day, may move 2 bitcoin on a volatile day moves 15 and 20 when bitcoin ceases to be that volatile, dan, when you get it to the point where its trading 1 to 2 in big volume or big volatility days, youll have my interest how can you margin something that can move 15, 20 on a regular basis . Its the volatility that frightens me ive been trading all my life and this is something that shocks me and frightens me i hope youre doing well with it but its something i wont touch until it becomes legitimate, when the volatility leaches away dennis, appreciate the time thanks, judge, good to see you. Have a good holiday thats Dennis Gartman for us tonight. Trade it the question for a lot of people that are uber bearish on bitcoin now is what will it take to get you to climb on board the reality is even for people like jamie dimon who have been outspoken critics of bitcoin, the reality is Blockchain Technology is only mushrooming right now. Its just about picking the right horse, whether thats bitcoin or not novogratz said today its a speculative bubble of course it is its that speculation and volatility thats gaining awareness for this technology. At the end of the day, to create a huge network effect, you need people getting onto it, buying into it, making money, losing money, understanding whats going on here. That cant happen until people are speculating. At the end of the day, a lot of the people in the stock market are disappointed because were talking about a ten vix all the time, no vol, buy every dip. I agree with you, but dennis didnt think as much bk says this all the time, he loves seeing those headlines about regulation the more regulation, its going to be a good thing are you buying guys pitch for discovery . Some of you are, the stock is up after hours. Nice job. Vote in our poll as well. The results after this im here to talk to you about how at t gives you more. And so am i. Like how when you buy the amazing new iphone 8 you get another one on us. See we give you more phones and more spokespeople. Are you guys doing a spokesperson thing right now . Yes. Awesome, can i be in it . Well, its kind of like a twophone deal. So two spokespeople. Got it. K. Thanks. At t its time for more. Its time for more. Buy the amazing iphone 8 at at t and get a second one to gift, on us. Another day of work. Why do you do it . Its not just a pay check, you actually like what you do. Even love it. And today, you can do things you never could before. Youre developing ai applications on the cloud. Finding insights hidden in decades of medical documents. And securing millions of iot sensors. So get back to it. And do the best work of your life. Looking from a fresh perspective can make all the difference. And do the best work of your life. It can provide what we call an unlock a realization that often reveals a better path forward. At wells fargo, its our expertise in finding this kind of insight that has lead us to become one of the largest investment and Wealth Management firms in the country. Discover how we can help find your unlock. Welcome back you know what Oprah Winfrey and guy adami have in common our weight. They both listen to toni braxton. America aint buying guys pitch. Someone is, though maybe a few people are that stock is up 2 after hours. And its time for final trades well go around the horn sticking with the financials. Today i had unusual activity in wells fargo. This thing is going higher giddyup love toni braxton home depot as well stay there qqq i think we see 150 guy again, great having you on. Its been an outstanding job Discovery Communications catch faston meyat 5 00 p. M. Eastern. Money again 5 00 eastern tomorrow. Mad money with jim kramer begins right now. My mission is simple, to make you money. Im here to level the Playing Field for all investors. Theres always a bull somewhere and i promise to help you find it mad money starts now hey, im cramer. Welcome to mad money. Im trying to make you money my job is to the just to entertain you, but to educate and teach you. Call me at 1800 tweet

© 2024 Vimarsana

comparemela.com © 2020. All Rights Reserved.