Pete Pachal, technology editor at Mashable, was a guest on the show. Regarding Google Glass, he said the product has unintentionally slipped into a "niche" category. This happened because the device seems more beneficial for the workplace than for consumers. He agreed that it would be beneficial for workers such as surgeons or pipeline inspector, but argued that Google will likely try to change the not-for-consumers perception.
Seymour said Tesla Motors' (TSLA) lease program intentions are good but that it still doesn't justify the stock's valuation. He suggested that it is likely headed to $200.
CNBC's John Jannarone was a guest on the show. Amid declining soda volumes, he said that it may make sense for Coca-Cola (KO) to buy Monster Beverage (MNST). Coke distributes roughly half of Monster's product in the U.S., meaning Coca-Cola's business operations will suffer should Monster get taken out by a different beverage company. While the deal would be large, it could give the soda maker a much needed sales boost.
Scaramucci called Coca-Cola a "very long-term" core position for investors. While the stock is likely to "tread water" for a while, it will continue to grow earnings per share and its dividend.
Adami said Alcoa (AA) seems likely to go higher and could surpass $14 by the end of the year.Seymour said Southern Copper Company (SCCO) and Freeport-McMoRan (FCX) could rally soon. If Russia were to cut off its natural gas supply to Ukraine, Finerman said Golar LNG Limited (GLNG) would benefit the most since it transports liquified natural gas. Mark Dunkerley, president and CEO of Hawaiian Holdings (HA), is bullish on international travel. Most recently, the airline began flying directly to Beijing, China, a route for which he has high growth expectations. He suggested that March travel levels were below expectations because the Easter holiday is later in the calendar year. While the company has increased its expenses for new aircraft, he argued that the balance sheet is continuing to improve.
Scaramucci said Hawaiian Holdings has "great fundamentals" and improving margins. He added that American Airlines (AAL) and Delta Air Lines (DAL) also look attractive.
Nike (NKE) jumped 3% and was the first stock on the show's "Pops & Drops" segment. Adami said investors could stay long with a stop-loss at $70. Dr Pepper Snapple Group (DPS) fell 4%. Scaramucci said to avoid the stock.
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