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TheStreet Open House

'Fast Money' Recap: Tweet This

Adami said the short interest is very high in GMCR (roughly 30%), which is likely aiding the move higher. He suggested that SodaStream (SODA) is now an interesting candidate on the long side, because a different company could make a similar investment in it. Finerman concurred.

TheStreet's Herb Greenberg weighed in on GMCR. He pointed out the company's falling revenue growth and stalling K-cup sales. He added rising coffee prices should hinder the company's margins. He also said this was a great deal for Green Mountain Coffee Roasters, but it will likely take a while to implement. He said the business is deteriorating. 

Andrew Left, executive editor of Citron Research, was a guest on the show. He is noted for recently selling short shares of 3D Systems (DDD). He said investors should cover some of their short position with Wednesday's huge move lower. Although he did say today's move is just the start of the long-term move lower. Left said he would also be a seller of Voxeljet (VJET), but not a seller of Stratasys (SSYS)

Seymour said 3D Systems continues to deliver on the top line but is still overvalued at current levels. For this reason, he found it likely shares will continue to trade lower.

Grasso pointed out that shares of Stratasys held the 200-day moving average. He is long Hewlett-Packard (HPQ) for its eventual involvement in 3-D printing. 

CNBC's John Jannarone was a guest on the show, discussing the valuation of Time Warner's (TWX) HBO business segment. He noted that HBO's operating profit was about $1.7 billion last year versus operating profit of $200 million for Netflix (NFLX), despite the two entertainment providers posting similar revenue figures. 

He added that HBO has not had to grow its subscriber base all that much because it can raise prices without losing subscribers. He also said HBO's agreement with Universal, Fox and Warner Brothers allows it to get hit movies in a very timely fashion, as opposed to Netflix's more lengthy process of doing so. With that being said, he reminded investors that Netflix is still in its early stages, whereas HBO has had much more time to get to where it is today. 

Adami said the news makes TWX look much more interesting as an investment because of the potentially undervalued HBO segment. He still likes NFLX on the long side, but acknowledged that it could pull back to the $360 to $375 area. 

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