Seymour said investors should not buy shares of Cheesecake Factory (CAKE) at current levels, given the pressure on margins and the industry. He said the valuation is not yet attractive.
David Reis, CEO of Stratasys (SSYS), said the industrial and commercial market for 3-D printing looks promising but the consumer market has potential, too. While there will be more competition in the future, he is confident Stratasys can continue to compete. New product introductions should continue throughout the rest of 2014 and accelerate toward the end of the year, he concluded.
Seymour said Stratasys should be somewhat fearful of Hewlett-Packard (HPQ) entering the 3-D printing space. SSYS is expensive but exciting and seems to have support near $100, he added.
Kelly said investors should buy Stratasys if the stock declines to the mid-$90s. Narjarian said there's no reason that several 3-D printing stocks could thrive in the future, even when Hewlett-Packard enters the mix.As a speculative play, Nathan said he would he would rather buy ExOne (XONE) or Voxeljet (VJET). Boeing (BA) fell 2% and was the first stock on the show's "Pops & Drops" segment. Kelly said the company reported good earnings but costs are not controlled. He said to stay short the stock. Xilinx (XLNX) dropped 14%. Nathan said the stock doesn't appear to have support until $35. He would avoid it for now. Yahoo! (YHOO) jumped 3%. Seymour said to stay long. Apple (AAPL) popped 3%. Najarian pointed out that a lot of analysts are raising their price targets to $105 and above. Nathan pointed out the bullish options activity in shares of PepsiCo (PEP). Specifically, the 4,500 August $93.50 call options that were purchased for 84 cents apiece. However, he argued PepsiCo and Coca-Cola (KO) are both expensive on a historic price/earnings ratio basis, given that earnings growth is stagnant. Seymour argued that PepsiCo has forward catalysts and "emerging market leverage." Kelly said he is a buyer of PepsiCo over Coca-Cola. Ingrid Pierce, managing partner at Walkers Global, was a guest on the show. Speaking about alternative investments, she said the European real estate market has been heating up. Specifically, she said London and Ireland are doing well. While the investment is less liquid, investors in these situations are focused on the long term, she concluded. For their final trades, Seymour is a seller of the iShares MSCI Turkey ETF (TUR) and Kelly is a seller of Boeing. Nathan is buying Cisco Systems (CSCO) and Najarian is a buyer of Allegheny Technologies (ATI).
-- Written by Bret Kenwell in Petoskey, Mich.
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