Adami continues to like Netflix, but believes it is too hard to initiate a position at current levels and suggested a pullback to $385 was logical. Seymour is not a buyer of Netflix. Finerman thinks the company will do a secondary offering since its stock price has been strong.
Seymour likes Facebook
(FB) as a long position and suggested that its $19 billion deal to buy WhatsApp was a good move.
Adami said Twitter
(TWTR) seems likely to pull back to the high-$40s while Facebook should pull back to around $67 since it has "gone too far, too fast."
Kelly said it was a great move for Ford
(F) to partner with BlackBerry's
(BBRY). He's a buyer of BBRY.
reported an 87% year-over-year increase to its revenue and beat analyst estimates. However, it delayed its earnings per share results because of accounting issues due to recent acquisitions. As a result, shares were lower in after-hours trading.
Seymour said SolarCity provided strong guidance and said investors should take advantage of the weakness. Finerman said she doesn't like when companies delay earnings results so she's avoiding SolarCity. Adami called it a "no touch."
Sarbjit Nahal, equity strategist at Bank of America/Merrill Lynch, said cyber attacks will likely continue to increase. He added that the energy grid and critical manufacturing could come under attack. The global annual cost of cyber attacks is $500 billion.
Kelly said the best way to invest in cyber defense is through FireEye
. He added that corporations could make their databases more complex, which would benefit Oracle
was the first stock on the show's "Pops & Drops" segment. Seymour said he would avoid the entire 3-D printing sector.
Jos. A. Bank Clothiers
popped 9% after Men's Wearhouse
raised its bid for the company. Finerman said she bought more shares of JOSB Monday and sold upside April calls against it.