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On washington. I see Companies Like mcdonalds, everybody hates it, stocks now up three. Ibm reports a quarter. Everyone says forget that. Stock then has a very big run. Dominos reports forget dominos. Its done. Moves up. We see these Tech Companies come back. Nvidia was at 117 when the year ended. Then it gets slammed down to 102 and now its all the way back. These are not necessarily stocks associated with trump. So, yes, if you have Certain Companies that you think were just you really wanted them to do well because you thought that more people would go out to dinner, shop. Inflation. You think theres too much emphasis on the president . Its easy. Such ab easy thing to do. Rather than earnings . Who wants to read the Conference Calls . Im reading the visa my wife said would you come down and help . Were making pizza bombs here. Pizza bombs . Got i love those. That was good. Pizza bombs. The bombs were dynamite, man. They were like tnt. Not until the next day, though, right . We need to keep pizza bombs out of this country. True. I hadnt even thought of that. Build a wall. Its too easy to talk about. I dont have to do any homework. Talk about the president. Goldman, on this point, goldman puts out a new note. Cautious, negative or maybe more so than theyve been. Gary cohn. This person hated cohn when he was at goldman. Its time to be more cautious because Obamacare Repeal does not bode well for reaching a quick agreement on tax reform or infrastructure funding and reinforces goldmans view that fiscal boost. Number two, polarizing as ever. Number three, the president is likely to follow through on Campaign Promises of trade and immigration, some of which could be disruptive for markets and the economy. I always felt it was 2018. Analyst reports, you got to look through the valley of 2017 for whats out there in 2018. This is not as a negative piece as i thought as just saying, listen, the guy comes in and he is really breaking a lot of eggs. And theres an oml lomlette dow there somewhere. The market has already made the fritatta, right . Now its time to make a pizza bomb. Time to figure out if you have the things to make it all work. Look, i admit that when i look at the border tax, its like, wow that is just if they can get that through, who the heck knows what that is. Aca no longer going to be done. Did anyone think it was going to be like that . Theres a lot of like that when it comes to regulation. He has been in office a long time already, though, right . A couple of years. Nothing has happened yet. Nothing has happened. Been there a couple of weeks . Thats what im saying. This goldman guy. Of course theres a backlash. This is the fastest that anyone has ever acted in history. Who is ready for this stuff . Swivel from what he does. Youre alarmed because the tenyear is 2. 43 and retail actually stinks. If youre thinking and looking at all these policies we talked about this four weeks ago, im an example. I tried trade the macro. Trading the macro is the wrong strategy. Economic uncertainty, policy uncertainty. Thats not being transferred into the marketplace and creating a trend or direction that traders can establish. What the focus has to be, jim talks about earnings. Its got to be stock specific. Its got to be a sector. Financials got hot again last week at the end of the week. For whatever the reason might be. They got hot again. Momentum is back in them. Place of opportunity. Whatever the reason might be, the president started talking about dodd frank. After all the noise, hes started talking about the stuff thats pushed stocks higher. Sit there and analyze the possibilities regarding dodd frank and youll talk yourself out of the stocks. No. All i want is bigger return to capital, higher interest rates. Thats the problem. Got to have higher rates. You cant have any dovish talk. And ive got to tell you, people are really underestimating what you can do if you run the ftc, the fda, the nlr bchb, the ener Protection Agency which, honestly have you seen what these guys do . Deregulate everything. Remember when the army corps of engineers thought it was a bad idea . Then like its a good idea. This atlantic sunrise pipeline, lets jam that through. There are things that could be done. Anyone who has ever worked at a bank, there are regulators and compliance people who like, listen, im going to get you. Then the regulators and compliance people take long lunches. If its okay. Why . Theyll take a long lunch. Go take up your ninehour lunch. They come in today. Hey, im a regulator. I dont work today. Why is energy down 3 year to date if you have a we have too much energy. Energy positive president . Too much energy. 300,000 barrels that we didnt think. U. S. Is a swing producer. Were producing left and right. The count was up again last week, judge. Yeah. 19 Something Like that. Wont quit. These are bigger numbers as you get the possibility, also, that well get increased production out of iran. Even with sanctions. I like oil but the recounts should be up. Crude oil is 100 higher right now than it was a year ago at this time. Why on earth would the rate count be flat or down . This is the reason to go by williams, wpz. Im a kmi guy. Here is the problem with kmi. In the end, they have a lot of projects that are projects that roll over, may not pan out. Look, i think that the momentum the force is with them but its still dealing with amj is another area where you can play these pipeline. Imagine ellmagellan mid stre. It is a federally regulated group. They can sue them on a local level. The momentum is with pipeline. Should you be buying the post election laggards or things that work . Energy is a drag, health care has been a drag relative to other outperformers like financials, materials. How about buying based on what we already know . Jim was talking about at the top, you know the facts. Going through earning season, jp morgan, apple, technology, microsoft. Those are the names that have already proven to us what theyre doing right now. Forget trump and the other stuff. Those are the facts that we have. Right. Obviously thats the backdrop, trump and what might happen. Theres a bigger story here, though. Theres a bigger story here. Joe alluded to it before. The people trading on, quote, unquote, trump stuff since the beginning of this year are massively underperforming because theyre focused on the things that are lagging. S p is up 2. 5 this year. Take a look at emerging markets. Major index is up 8 . Some countries are up substantially more than that. Were talking about after five weeks. Take a look at europe outperforming the s p, believe it or not. Take a look at small caps, doing quadruple the s p. These are areas where if youre focused on oh, hes tweeting again. What does this mean for dodd frank, blah, blah, blah . Youre missing the bigger picture. The world is breaking out. How about more pizza bomb action . Im going to give you the im going to give you the one that i thought i am doing the work order right now. Pizza bomb. Are you ready . Okay. You went this, you went that. Ill give you maybe earn the same premium in Northern European banks but i dont hate it. You dont hate it . All right. Judge, how about this . Not an endorsement, though. You can buy the french stuff, german stuff. This is not passing two straight downs with where youre getting a matt ryan field goal . This is better than that . What could be better than that . Everyone is saying, oh, buy the banks because were going to deregulate. Banks havent done anything since the first week of december. Look at tech. Look at the cues. These are not trump trades. The cues are up 6. 5 , triple return and these Companies Just signed a letter this morning, legal brief, 97 Tech Companies going against the trump agenda. Off the facts and what was reported to them. These are working then they are anti we know the facts, the numbers that apple puts out there. Everybody wants these folks, all these negatives. When we get the reports and read through the numbers theyve been phenomenal. Joshs point, though, wait a second. There is the unexpected happening here globally. And economies in europe are improving dramatically. In asia a lot of manufacturing numbers are surprisingly coming around with currencies that were depreciating significantly. Theyre kind of playing catch up to get right in. I think thats a little bit of a better story that allows for the whole global asset picture to recover. I think thats kind of whats going on here. Judge, you look at volatility in europe and josh correctly calls, yes, theyre outperforming right now. Four major elections are coming up. Netherlands, france and france has two, of course, april and may. Then youve got italy and germany. Its not just what the president of the United States says. Its what miss lepenz says as well when she says were going to be out of the euro. You guys vote for me, were out of the euro. Have you to listen to that. Whether its the guy in the netherlands or merkel or whoever the competition is that lines up against her, its not just wh President Trump says. Youre right but if you went to cash before brexit or before the u. S. Election, man, did you miss maybe one of the biggest rallies of our lifetime. Deutsche bank. How many bad things can they throw Deutsche Bank . Im waiting for the rights offer. Where is it . Yep. Canary in the coal mine, jim. Tony dwyer is the chief market strategist. He says a correction is coming and if it happens you should buy the dip. Tony, you were on with us a week or so again, talked about the 4 to 7 correction but why do you think its going to happen . Maybe youre looking at the wrong thing. The conversation on the desk i really love the way that jim says bank sitting here in the room its awesome. This whole thing is not about trump. I totally agree with what joe, josh and the group are saying. This rally, i dont think, is about trump. We upgraded the market prior to the election because the Global Economy was accelerating. Germany factory orders, 2. 5 year high. The monetary stimulus globally is finally working its way through the system, especially the corporate ecb purchases of corporate bonds. What a big deal that was by injecting money into the system thats not bank driven. The Global Economy, based on the global pmis, Global Services pmis, surprise indices youre listing all these reasons that one would say then why are you building it up only to say theres a 4 to 7 correction coming . Youre making the case to underpinnings, not just the trump driven rally. Correct. If i dont convince you of that before a tactical correction, everybody not everybody. Many people tend to derisk as the market pulls back. I want to rerisk. As jim says, the earnings are terrific. Dollar has been weaker, margins are going up. Top line is beating. Chinas getting better. All these economies are doing well. What does that mean . The fed is not the fed is stated in their median forecast is three increases this year. Street is looking for two increases this year with a low probability in march. Our call is that theyre not factoring in enough of a more hawkish fed. Once thats factored in you get a 4 to 7 correction of extreme overbought condition on the indicators we use and youve got to own it. Thats when youve got to own it. You dont want to up your risk when all this stuff is overbought. As josh said had such a move off that election period. I want to be offensive as the market is coming down. You cant do that if youre already offensive. So as ive advised on the show a week ago if im a hedge fund i want to cut back my exposure. The greatest action to take to prepare for that correction versus get whip sawed. Heres cramer. Toney one thing i see is every time a sector goes down, people are so anxious to buy it, how do we get down that much . You know, aca, ill repeal that. That should have been horrible for the hospitals. People come in. Down two points, they buy hospital stocks. Bristolmyers, go buy bristolmyers. Remember the big cap pharma . Lily, merck, they love them. Every time we come in, theres these guys with baskets waiting. Jim, back when you worked at your fund and i would talk to you then, we know that corrections are only natural, normal and healthy until you get them. Everybody says theyre a buyer. Take the tape down 2 , 3 , theyre being forced to derisk even though they may not want to and they say they want to buy weakness. Typically it comes out of nowhere. People often ask us whats going to cause this correction . If it was something that was predictable by definition, nobody would sell it. Its something that comes out of nowhere that creates a fundamental perception change. Typically associated with a fed and ultimately a recession. You know, i think the most important part of this call is that, yes, we may get a sharp correction. I would be neutralized ahead of that. Until you invert the yield curve that wont even happen based on the forecast until mid 19. Your mean inversion is 15 months. Were talking about no recession until 2020. There are still a couple of years ahead when you can get giddy up. Now youre speaking petes language. Tony, you are the man. Ill tell you what. Bank of santer. Do you think hes right before we let him go, pete . He sounds interestingly bearish. The magnitude that he says . Dont confuse it with being bearish. Its not bearish. Right. There are some areas certain areas that will probably have that pull back but other areas that have absolutely room for the upside in a big way, big way. Financials being the leader. I love tony. I dont think saying the markets could pull back here is particularly profound. I dont think he thinks it is either. Anyone can say that at any time and its probably true. If you are an investor with a strategy and, like tony, you believe that theres more value to buying on the way down than on the way up, you might have your opportunity and tony will be absolutely right. Thats correct. A lot of this is a function of your timeframe. But its a function of conviction. Oh, no, im dead. Hey, judge, this is a function of conviction, okay . So this call isnt its an idiot call. Everybody could say its going to pull back. Its like the strategist hedge. The problem becomes when the market pulls back, people tend to change their mind on the perception its a fundamental change. The problem isnt calling for a correction now. Anybody can do that. Its what to do with it. Its deciding now what actions you will take, which stocks are on your watch list when you will pull the trigger. Its making the decision now with a sub 12 when were all chillin. Thats right. The hard part is in the heat of the moment if youre first coming up with your game plan you will lose. 100 right. I think youre spot on. Tony, thanks. Appreciate it as always. Have a great day. You, too, tony dwyer. Here is what else is coming up on the half time report. Airlines are in play. Put all your clients in it. You have to make sure you back the right plane. One analyst is making some calls today. Should you get on board . Plus, facebook, amazon, netflix and google, with one top analyst who covers them all. Half time report with scott wapner is coming back in two minutes. 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The analyst here is not talking about 17 as much as the focus on 18 in terms of american and dealta. Thats the interesting part of this, judge. This bullpack back, you can always point to those valuations and all those things. Jim brings up an interesting point, International Aspect of it. Southwest, jetblue, obviously hawaiian is a totally different bird. Youve been a holder of the bigger guy. Yes. The ones with the international exposure. I have. Matter of fact, i have some american right now. Maybe the president comes out and says, listen, i dont like the way these International Carriers are cutting look i think hes on the side of our airlines. I think he is, too. Because theyre getting beat up by the guys oversea. Right. The president , if you think hes pro american, which certainly he is, he will be working for american airline. I agree with that. Youll get a strong paying too much for your planes. Maybe boeing needs that stock is teflon. When the travel ban went into effect and american, delta and all these fell so severely, we were talking about this is an opportunity. This puts you right in the drivers seat to take advantage of it. Because whether it was 27th or 28th when the stocks reopened after that weekend, you were able to pick up american that was a 50 stock for 44 or 43 and change. Its back to 45, making 82cent rally today. A lot more in the tank i think. Those outages every the outages, the stocks trade down. Yep. Which seems to be happening more and more often, right . I dont know. The delta one. Last week. These are the toughest Technology Systems in the world make these things work. Also want to remind you, coming up tomorrow under armour ceo kevin plank will join me. On the show . Yep. Will he talk about the new whiskey line or might have to. Or the other line . He might have had to hit the rye after we want to talk about that liquor line. Ten downgrades since earnings, jim. And hes going to come on exclusively and talk about sort of where the company is. The state of the company. He needs to step up. That stock everybody wants to buy that stock. You just want a little more reassurance. The conference was was a good ca call. It was a good call in that it didnt really address how bad things are. Just come in, do a big buy. Dont even talk about it. Well find out. Just do it. Wouldnt that be great . Yeah. How do you stop it from dropping . What do you think . I bought a million shares. By why . Well because its cheap. Under armour liquor line will be called under table. People are blowing up the mashlth on this, right . Piper goes all the way from 17 to 41, susquehanna, wells 15 to 20. Its border tax, its everything. Everything just all rolled up in one dirty sock, you know. Its retail. Yeah, its retail. In other words, stay away. Even though hes oh, my, yes. You cant outspend that competition will be brutal. Obviously who is in the cross hairs, right . Goliath woke up and said lets smash this datea. Biblical doesnt apply to the stock market. You go into tjx and you will find under armour. Everybody is discounting. Im just saying its not the Perfect Group to be in. How about that . Including nike and adidas. I dont want to touch nike right now. Apparel in general, sports otherwise, theres no question about it. Although lulu has done an outstanding job in competition because theyre separated from the rest. I agree. Its men, theyve got growth, children, growth. Women are beating up under armour. Its a colt, too. I like colt. Why are you doing so much better . Mindfulness. I buy into that. Its not like this thing is way overpriced. 12 pe. Only 15 times mindfulness. Sure. It is a day of big movers, as you know already. Coming up in the blitz, well hit chipotle, hasbro, newell. And star analyst covering the fang stock also drop by the set. Facebook, amazon, net flix. What about alphabet . Disney as well on these reports that maybe bob will stick around longer than thought. More half time report straight ahead. Tubu in ireinotion. Across t s growinthe econom heel thettas filed a complaint against the u. S. Over sanctions against iran because Chinese Companies that do businesses with iran are being affected. But he did praise general mattis, that china agrees with him that theres no military action needed regarding the South China Sea dispute. Trying to block entrance into a migrant camp south of athens, crowd of demonstrators surrounded him at the camp, claiming that the conditions there are unhealthy. Maserati north america recalling nearly 40,000 vehicles. Model years 2014 through 2017. And Queen Elizabeth made History Today by becoming the first british monarch to celebrate 65 years on the throne. Buckingham palace reissuing a photo of the queen decked out in sapphire jewelry given to her by her father to celebrate her sapphire jubilee on the throne. Baron says the stock could fall 35 over the next year. Plus ceo of tiffany is stepping down. Trades are both next in the blitz. Time now for the blitz. Barrons thinks chipotle could go 35 this year alone. Yes. In july 2015 they were one of the first people to come out and say this growth story is not all its cracked up to be. Stocks down 30 since then. Theyve been kind of right here. I would just say this thing has already been punished a great deal. Im not sure theres that much downside but i wouldnt want to buy it. I want your take on this, jimmy. Comps were up in december. You have to wait 18 months. Taco bell had that terrible incident, jack in the box, unbelievable they came back. Man, that was horrible. 18 months the numbers start turning. Too early to make the big bet. I wouldnt want to sell it yet. Barrons is saying they would have to spend more money on marketing than they would ever before. They are. When will they start doing this . Now. People do forget in this country. They do forget. Sure. Newell brands had a mixed quarter. They missed, though, jimmy trying to make this into hanes brand. You mentioned the malls are not that good. Very difficult quarter. Trying to merge with jordan. 5,000 on friday, trying to make himself right here. Pretty good. Right . 45s. But i would point out 2. 5 growth. These stocks dont have much growth. If you want one that has growth you have to be in a position, its going to end up being newell when the smoke clears. Pete, tiffany ceo unexpectedly leaving. Downgrade today. Some saying estimates are too high. Yep. What say you . Ceo thats only been there a couple of years. A year. Obviously all of that makes that very concerning. You have to keep an eye on the technicals, more of a josh style thing right now. Its sitting right below the 50day moving average, well above the 200day moving average. If it gets back above call it 80 a share, but for now downside. Cabot oil gas upgraded by susquehanna and jp morgan did as well. Pipelines approving to finally get build. Im not sure if i want cabot on this one. Pete, you mentioned williams before. Yeah. Anyone willing to go chesapeake . Anyone . Ill go chesapeake. Ill go chesapeake. You do . No . Not yet. No . Chesapeake bay . Why not . I still dont like the state of the natural gas industry. Really . Too much debt going on there and i still believe when you look at a lot of these energy names, jim, youre going to have the second wave, credit concerns that we had last year in january, thats coming again. You have a lot of debt thats going to be maturing. They have to pass the energy names for a good 16month period. That window, that avalanche is coming once again. We need a huge snow storm throughout the whole country. Thats the only thing that will move these stocks. If we get it, chesapeake is at 9. And then they can issue equity, do whatever is necessary. How do you like them apples . Sounds good. Finally, hasbro today. They gained ground in every market nearly every market. Put the nearly in there. Nearly every market, judge. Brazil, uk, United States, russia. They were killing it, got downgraded a week, ten days ago. The stock fell dramatically, making a very dramatic surge to the upside. Over 12 and holding that right now. Oh, by the way, certain jim cramer has the ceo on tonight. Brian made it out. Thank you. Thank you. The stock got hammered. Brian talked about gaming, exeperiential aftermat mattel b up. Ceo on with jim tonight. Thank you. Disney, shares up. Whats for that stock amid new reports that ceo bob iger may be staying on longer than thought. First michelle c carusocabrera. Trump, toys and touchdowns. Not all part of the same segment, however. President expected to speak shortly in florida. Were going to bring you his comments when he begins. Toy maker hasbro, after reporting a blowout quarter. Does the stock still have even more room to run, though . We debate. Later, were talking the big winners and losers from yesterdays super bowl. We dont mean the patriots. See you at the top of the hour. Half time report is back after this quick break. Peniore ey. Rl esta, intrnsie hp instorsets partner with p thobnvesenmamebuf ential. Torsets nge silyibrelyesned nx t andybd. Dar nd u. Ex ang rnrng ovir prollife havegher uhs a girl ss frngt o cus. Ally i ookodesey nesssonanted no ssoing. Ss frngt o cus. Bo oan so he s heah. Hapr bob iger may be staying in the mouse house longer than expected. According to the wall street journal he may extend his tenure instead of retiring. Analyst with instanet. Anthony, good to see you. Good to see you, scott. What do you make of this report . Not too much of a surprise. Igers contract was set to go through june of 18. Nobody has been groomed internal at disney or externally whose profile has been raised that makes sense to succeed bob iger. Large shoes to fill. The best successor to bob iger could, in fact, be bob iger. Everyone on the board will unanimously approve this and people in the Investment Community will be happen for bob to extend. What does it mean for your view of the stock over perhaps a longer period than you had anticipated . I think it means that bob stays there to see through the big projects he has been tackling, international parks, Shanghai Disney park or star wars and that kind of film pipeline tout 18, 19 and 20. Or digital and espn. Theres a lot of questions there. Iger. And disney made this investment and people wonder what is the future of espn in a world where so much media content is going over the top . It allows bob. Not be viewed as a negative nor should it. What about the fact that they cant find somebody to take his place when he leaves . Yeah. When does that become a bigger part of the story again . Time to find somebody who has expertise in all of their disparate businesses, right . Global theme parks, Digital Media. Consumer products. And its just really hard to find somebody that can whose expertise can span all those. People talk about sheryl sandberg. Thats Digital Media and social media. But what about film content . Disney does need to go down that path of grooming somebody. We thought it might have been tom stags. As of a year ago, tom has exited the company. I think it buys them more time to find that exact person. Jim, you look at this stock. 18 three months. I keep thinking about that Conference Call right after the printed number didnt look so hot. Then he just said listen, im feeling better about espn. That was the turning point. You guys were bullish last time. There was 99, 100. You all said go. And i think that it is i just wish hadnt run so much in anticipation. If there is another downtick in espn. Congratulations, best wishes to chris berman because hes the greatest. I do feel strongly its at the wrong level. It can spurt to 120. I think the risk reward is mot that great. Fun when belichick stopped by the set after the game. I dont know if you were watching at that moment but it was a cool moment and good discussion. Anthony, viacom. Why should that be on our radar today . Well, viacom is kind of rekindling a bit of enthusiasm from the Investment Community. You have a new ceo and bob backish, the ceo, has a clear plan. Theres hope, enthusiasm that if bob can put the right lieutenants in place that he can rejuvenate the viacom creative engine, so to speak, right . A couple of analysts upgraded the stock last month when they saw mtv ratings starting to turn. I think mtv ratings may have taken another step back in january. Nickelodeon has remained very strong. The key for me is to take a look at the option of these networks, mtv, comedy central, vh1. They lost talent and viewership. Can a new ceo forge a new path to improve those networks when you think about what people are watching on tv and the leverage that viacom will have with its distributors . I want to see domestic advertising return to growth. Right. I want to be sure that it returns to growth and everything weve heard from bob is good. We want to see a few quarters of that improved trajectory. Lastly, most of the fangs theres only four. So theyve had a nice little run. Yeah. Since the election. Pick the best one of the group and all of them, even though you have buy on them, is an unacceptable answer. Focus it down to one. All right. So, you know, mine is going to be facebook. Obviously these stocks were down on the election but since then, theyve outperformed really the s p, depending on the time horizon. Facebook beat the quarter. We think facebook has really identifiable Revenue Growth drivers. The multiple in the valuation its derated. Im with facebook. When Mark Zuckerberg talks about it being a video first company, i buy that. I think he navigated this incredible transition from desktop to mobile and is liking the transition from static images to video, moving images to that. And i think they have all the building blocks, whether it be targeting modernization, leadership all in place to make that a successful transition. That would be my answer. Good stuff, anthony. Thank you so much. All right, scott. Total agreement. Total agreement. Look, a lot of people shorted ahead of what they thought would be unbelievable numbers from snap. They werent. A lot of people said is this all there is from facebook . Give me a break. Shooting for 5g video. They are sending the puck to where the guy is going to be. People dont give them enough credit. Going gretsky style. They are. Im with you. Right . Yeah. Is this the name to be in of all of them . We sort of kicked the idea around the other day of how much better can it get. Thats why people were trying to lean on us. How much better can the story really be . Nvidia. Maybe the snap brought people back down to earth. Nvidia. How much better can it be at 60 . Nvidia. Facebook is starting to fall into the classification of what a lot of you two guys talk about apple. Its just throw it in the portfolio. Two, three years from now it will be one of those type of things brady feel. Goes right after youtube. That will be monstrous. Yes. Acquisitions that get m monetized will be huge. Snapchat versus instagram, not even incredible. Daily user not even close. Snap is going down. Beautiful call. I got you. Back to the media names for a second. Why . Which one . Discover . Disney . Thats why. Disneys tax rate is the one thing that did not get mentioned. Youre right. 34 . Lower to 25 and youre talking about a 120 stock. Im there on that. 2018. Just ahead, a double dose of unusual. The brothers najarian are going to the telestrator. Really . You know what happens there. I may come over. Jim is coming over with them. These guys are [pat . Y ga. P ets u andrer weu t su dtlininha ell. Thhtn . Ive pem thapp, so d dt nt ets u andrer weu t su dtlininha ell. Thhtn . Ive, t t movaaleerkat . , we are back. Two najarians on the desk means unusual activity. And they have a guest. Especially unusual. This one . Linkedin is the hidden secret of what you cannot get a job in the World Without being on linkedin. Right. It was brilliant and this stock deserves to be much higher, much higher. 70, 72. Yes, we do have somebody who is betting that this stock will be higher. February 63 1 2 calls. Exactly call it at the money. Aggressively bought over 7,000 trading. 40 cents. Cheap shot. Great opportunity to see if microsoft will bounce back to anywhere near those high levels after the earnings call. I love that call. Love it. Youre in it . Im in it. In the call. Yes. Love it. Doc . Myelin, judge. No, no, no yes. Its almost the Fourth Quarter and didnt even have a touchdown. They go for the twopoint conversion, get two of them in a row. Take a look at mylan, judge. Aggressively buying 42. 50 calls. Out of the money calls, bought the 40s, sold those 42. 50s. Its a march purchase and not a lot of money. Cheap way to play this one for that recovery. Wow i like the mylan idea, john. Wow multiyear bottom formed here, inverse head and shoulders bottom. Stock now breaking out from the neckline. Meanwhile you have a positive divergence in rsi. On the way down september, october, november, the selling had been slowing down the whole time. Now you have an rsi 65. Bulls are coming into this thing on the way up. Yes exactly what i want to say. Jimmy, give me ten seconds. He wants ten seconds, mylan. Im not going to fight the tape. I never fight the tape. That a boy. Well take a quick break and come back to do some final trades. The guys will make their way back to the desk. Whkingballos atuecata whatsm w . cs att wort talk tom . Whatssno wlth,buthint t tter t t we are back. We want to remind you once again tomorrow, 12 00 pm eastern, cnbc exclusive interview with kevin plank, ceo of under armour. Plenty to talk about. Cant wait to catch up with kevin plank tomorrow at the new york stock exchange. Markets close in three hours. Time for final trades. Jimmy, you start us off. First of all, thank you to the krafts, right, my other team. I need a dog in the hunt. Another level i want to go for. I want to do the other thing. Diamondback energy. Literally, fang. I was considering which one. Going with something else. Apple. I think theyre ready to break out to the outside. Levels going to 135. Own it. Indeed. Giddy up. Give you a fresh one right here. Gnu new skin, nus, upcall. Bought it. Johnny gave us a fresh one. Fresh. Giving it to you fresh. Md last week saying stay long. It was up big. Up even bigger today, 12 . Still long. It could be a 15. Yes, relentless. Ill buy that as soon as energy is ready. Financials amg breaking out. I have a couple of final trades for you guys. Nvidia . Fedex upgrade. I like that. U. P. S. Brought everybody down. It was really bad. Like hey, listen, well deliver it. Goldman says sell whole foods. Why would you own it in the first place . Challenge group. Remember, jim has the hasbro ceo tonight. Awesome. Exclusive interview. Power starts right now. Im melissa lee. Trump, toys and touchdowns, three things were watching this hour. The president is about to speak to members of our nations military in florida. Well bring you his comments when he begins. Also ahead, your stock of the day, hasbro hitting an alltime high after reporting a monster quarter thanks to dolls. And touchdown, patriots come out the big winners and losers from yesterdays super bowl. Power lunch starts right now. What a finish that game

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